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
Adam Weinstock Adam Weinstock's Morgan Stanley Wealth Management Experience May 2013 - July 2013
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Morgan Stanley May 2014 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
The Dynasty Clothing Company January 2011 - May 2013
Barry Slatt Mortgage June 2010 - September 2010
Skills
Financial Analysis, Market Research, Market Analysis, Stock Market Analysis, Microsoft Word, Microsoft Excel, Social Media, Business Analysis
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Management with a Minor in Psychology
Beverly Hills High School 2008 — 2011
Northwestern Mutual June 2015 - Present
Morgan Stanley May 2014 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
The Dynasty Clothing Company January 2011 - May 2013
Barry Slatt Mortgage June 2010 - September 2010
Skills
Financial Analysis, Market Research, Market Analysis, Stock Market Analysis, Microsoft Word, Microsoft Excel, Social Media, Business Analysis
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Management with a Minor in Psychology
Beverly Hills High School 2008 — 2011
Jim Schrader's Morgan Stanley Wealth Management Experience May 2011 - August 2011
Job Investment Banking Analyst at Lincoln International
Industry Financial Services
Experience
Lincoln International July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Morgan Stanley Wealth Management May 2011 - August 2011
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Lafayette Central Catholic High School 2006 — 2010
Lincoln International July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Morgan Stanley Wealth Management May 2011 - August 2011
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Lafayette Central Catholic High School 2006 — 2010
Tracy Sabus Tracy Sabus's Morgan Stanley Wealth Management Experience 2003 - 2013
Job Director of Faith Formation at St. Stephen Lutheran Church
Industry Religious Institutions
Experience
St. Stephen Lutheran Church February 2013 - Present
Morgan Stanley Wealth Management 2003 - 2013
Younkers October 1989 - August 2003
Skills
Leadership, Event Planning, Marketing, Strategic Planning, Social Media, Community Outreach
Education
Iowa State University - College of Business 1985 — 1989
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Parkersburg High School 1982 — 1985
St. Stephen Lutheran Church February 2013 - Present
Morgan Stanley Wealth Management 2003 - 2013
Younkers October 1989 - August 2003
Skills
Leadership, Event Planning, Marketing, Strategic Planning, Social Media, Community Outreach
Education
Iowa State University - College of Business 1985 — 1989
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Parkersburg High School 1982 — 1985
William Bradley Sullivan's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job 3/2 MBA student studying Accounting and Finance at the Kelley School of Business
Industry
Experience
GCM Grosvenor June 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - August 2014
EY June 2014 - June 2014
Huntley, Mullaney, Spargo & Sullivan, Inc. June 2013 - August 2013
Bread & Butter Concepts July 2013 - July 2013
Skills
Close Attention to..., Microsoft Office, Leadership, Sociability, Research, Microsoft Excel, Motivation, Adaptability, PowerPoint
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.), 3/2 MBA Program
Indiana University - Kelley School of Business 2012 — 2015
Accounting/Finance
St. Charles East High School 2008 — 2012
GCM Grosvenor June 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - August 2014
EY June 2014 - June 2014
Huntley, Mullaney, Spargo & Sullivan, Inc. June 2013 - August 2013
Bread & Butter Concepts July 2013 - July 2013
Skills
Close Attention to..., Microsoft Office, Leadership, Sociability, Research, Microsoft Excel, Motivation, Adaptability, PowerPoint
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.), 3/2 MBA Program
Indiana University - Kelley School of Business 2012 — 2015
Accounting/Finance
St. Charles East High School 2008 — 2012
Vicente Martin Maza Vicente Martin Maza's Morgan Stanley Wealth Management Experience August 2011 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management August 2011 - Present
Bank of America March 2009 - August 2011
Merrill Lynch October 2000 - March 2009
Citi February 1998 - October 2000
Citi February 1997 - February 1998
Skills
Structured Products, Derivatives, Capital Markets, Equity Derivatives, Alternative Investments, Wealth Management, Series 7, Commodity, Investments, Spanish, FX Options, Options, Bloomberg, Latin America, English, Hedging, Credit Derivatives, Equities, Commodities, Investment Banking, Private Banking, Bonds, Wealth Management..., Asset Allocation, Mutual Funds, Financial Structuring, Portfolio Management, Series 63, Series 24
Education
IE Business School 2009 — 2010
Master of Business Administration (M.B.A.), Executive MBA
IE Business School 2009 — 2010
Master of Business Administration (M.B.A.), Master Universitario en Direccion de Empresas
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2005
Investment Program
INSTITUTO EUROPEO DE DERECHO Y ECONOMIA (INEDE) 1991 — 1996
Bachelor's Degree, Economics and Business Administration
Universidad Nacional de Educación a Distancia - U.N.E.D. 1991 — 1996
Bachelor's Degree, Economics
Morgan Stanley Wealth Management August 2011 - Present
Bank of America March 2009 - August 2011
Merrill Lynch October 2000 - March 2009
Citi February 1998 - October 2000
Citi February 1997 - February 1998
Skills
Structured Products, Derivatives, Capital Markets, Equity Derivatives, Alternative Investments, Wealth Management, Series 7, Commodity, Investments, Spanish, FX Options, Options, Bloomberg, Latin America, English, Hedging, Credit Derivatives, Equities, Commodities, Investment Banking, Private Banking, Bonds, Wealth Management..., Asset Allocation, Mutual Funds, Financial Structuring, Portfolio Management, Series 63, Series 24
Education
IE Business School 2009 — 2010
Master of Business Administration (M.B.A.), Executive MBA
IE Business School 2009 — 2010
Master of Business Administration (M.B.A.), Master Universitario en Direccion de Empresas
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2005
Investment Program
INSTITUTO EUROPEO DE DERECHO Y ECONOMIA (INEDE) 1991 — 1996
Bachelor's Degree, Economics and Business Administration
Universidad Nacional de Educación a Distancia - U.N.E.D. 1991 — 1996
Bachelor's Degree, Economics
Carlos Montoya Carlos Montoya's Morgan Stanley Wealth Management Experience November 2002 - September 2004
Job Account Executive at Liberman Broadcasting
Industry Marketing and Advertising
Experience
Liberman Broadcasting April 2014 - Present
Wells Fargo April 2010 - December 2013
Westgate Resorts August 2009 - February 2010
Westgate Resorts April 2007 - August 2009
Milestone Realty Inc. December 2005 - August 2007
Westgate Resorts March 2003 - August 2005
Morgan Stanley Wealth Management November 2002 - September 2004
Education
University of Houston-Downtown 2013 — 2015
Bachelor of Business Administration, Business Administration and Management, General
Houston Community College
Liberman Broadcasting April 2014 - Present
Wells Fargo April 2010 - December 2013
Westgate Resorts August 2009 - February 2010
Westgate Resorts April 2007 - August 2009
Milestone Realty Inc. December 2005 - August 2007
Westgate Resorts March 2003 - August 2005
Morgan Stanley Wealth Management November 2002 - September 2004
Education
University of Houston-Downtown 2013 — 2015
Bachelor of Business Administration, Business Administration and Management, General
Houston Community College
Charlie Siegel's Morgan Stanley Wealth Management Experience November 2012 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley December 2007 - November 2012
Various Television Production Companies June 1984 - December 2007
The Perfect Path Coaching Company March 2000 - September 2003
Skills
Event Planning, Corporate Meetings, Travel Planning, Time Management, Creative Problem Solving, Project Planning, Scheduling, MS Office Suite, Mac OS X, Office Administration, Certified Life Coach –..., Andover, KS, Certified Relationship..., Campbell, CA, Series 7, Series 66, Series 9, Series 10, Social Networking, Process Scheduler, Management, Budgets, Human Resources, Program Management
Education
Ithaca College 1973 — 1977
BA, Psychology
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley December 2007 - November 2012
Various Television Production Companies June 1984 - December 2007
The Perfect Path Coaching Company March 2000 - September 2003
Skills
Event Planning, Corporate Meetings, Travel Planning, Time Management, Creative Problem Solving, Project Planning, Scheduling, MS Office Suite, Mac OS X, Office Administration, Certified Life Coach –..., Andover, KS, Certified Relationship..., Campbell, CA, Series 7, Series 66, Series 9, Series 10, Social Networking, Process Scheduler, Management, Budgets, Human Resources, Program Management
Education
Ithaca College 1973 — 1977
BA, Psychology
Nicole Gall Nicole Gall's Morgan Stanley Wealth Management Experience May 2010 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
Morgan Stanley Smith Barney May 2006 - May 2010
Citigroup September 2004 - May 2006
Citigroup May 2003 - September 2004
Skills
Sales
Education
New York Law School 2013 — 2017
J.D. Candidate
Nassau Community College 2010 — 2012
Paralegal Certificate
University of Massachusetts at Amherst - Isenberg School of Management 1999 — 2002
Bachelors Business Administration, Finance
Morgan Stanley Wealth Management May 2010 - Present
Morgan Stanley Smith Barney May 2006 - May 2010
Citigroup September 2004 - May 2006
Citigroup May 2003 - September 2004
Skills
Sales
Education
New York Law School 2013 — 2017
J.D. Candidate
Nassau Community College 2010 — 2012
Paralegal Certificate
University of Massachusetts at Amherst - Isenberg School of Management 1999 — 2002
Bachelors Business Administration, Finance
Eleni Walters's Morgan Stanley Wealth Management Experience June 2011 - August 2011
Job Associate Consultant at Capgemini
Industry Insurance
Experience
Capgemini July 2015 - Present
ESPN June 2013 - August 2013
Siemens Industry US May 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Leadership, Product Management, Analysis, Forecasting, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Access
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Economic Consulting, Technology Management
Cor Jesu Academy
Capgemini July 2015 - Present
ESPN June 2013 - August 2013
Siemens Industry US May 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Leadership, Product Management, Analysis, Forecasting, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Access
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Economic Consulting, Technology Management
Cor Jesu Academy
Tyler Lamprecht Tyler Lamprecht's Morgan Stanley Wealth Management Experience September 2007 - August 2012
Job Senior Financial Advisor at Shoreline Wealth ManagementWells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network August 2012 - Present
Morgan Stanley Wealth Management September 2007 - August 2012
A. G. Edwards & Sons April 2002 - September 2007
Skills
Mutual Funds, 401k, Investments, Retirement Planning, Wealth Management, Securities, Series 7, Series 65, Series 24
Education
University of Utah 1999 — 2000
Master of Business Administration (MBA), Management Information Systems, General
Idaho State University 1994 — 1999
Bachelor of Science (BS), Accounting
Wells Fargo Advisors Financial Network August 2012 - Present
Morgan Stanley Wealth Management September 2007 - August 2012
A. G. Edwards & Sons April 2002 - September 2007
Skills
Mutual Funds, 401k, Investments, Retirement Planning, Wealth Management, Securities, Series 7, Series 65, Series 24
Education
University of Utah 1999 — 2000
Master of Business Administration (MBA), Management Information Systems, General
Idaho State University 1994 — 1999
Bachelor of Science (BS), Accounting
Dottied1026 Denham Dottied1026 Denham's Morgan Stanley Wealth Management Experience September 1982 - Present
Job Retired at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 1982 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Series 63, Securities, Mutual Funds, Risk Management, Retirement, Asset Allocation
Education
Scotia Glenville High School 1962 — 1966
Adirondack Community College
Accounting
Hudson Valley Community College
Accounting
Morgan Stanley Wealth Management September 1982 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Series 63, Securities, Mutual Funds, Risk Management, Retirement, Asset Allocation
Education
Scotia Glenville High School 1962 — 1966
Adirondack Community College
Accounting
Hudson Valley Community College
Accounting
Ashley Nichter's Morgan Stanley Wealth Management Experience March 2009 - July 2012
Job Office Manager
Industry Real Estate
Experience
DTZ August 2014 - March 2015
Fischer Homes February 2014 - August 2014
Vision Solutions February 2013 - August 2013
F.C. Tucker Company July 2012 - February 2013
Morgan Stanley Wealth Management March 2009 - July 2012
Roche Diagnostics July 2008 - March 2009
Indiana University August 2006 - May 2008
Carl Lamb & Associates August 2007 - December 2007
Skills
Pharmaceutical Industry, Biotechnology, Diabetes, Medical Devices, Internal Communications, Oncology, Healthcare, Project Management, Lifesciences, Marketing Communications, Marketing Strategy, Corporate Communications, Product Launch, Market Research, Strategic Planning, CRM, Outlook, Sales, Advertising, Management, PowerPoint, Customer Service, Microsoft Office, Real Estate, Event Planning, Marketing, Public Speaking, Social Media, Contract Negotiation
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Arts, Journalism
Carmel High School 2001 — 2004
High School
DTZ August 2014 - March 2015
Fischer Homes February 2014 - August 2014
Vision Solutions February 2013 - August 2013
F.C. Tucker Company July 2012 - February 2013
Morgan Stanley Wealth Management March 2009 - July 2012
Roche Diagnostics July 2008 - March 2009
Indiana University August 2006 - May 2008
Carl Lamb & Associates August 2007 - December 2007
Skills
Pharmaceutical Industry, Biotechnology, Diabetes, Medical Devices, Internal Communications, Oncology, Healthcare, Project Management, Lifesciences, Marketing Communications, Marketing Strategy, Corporate Communications, Product Launch, Market Research, Strategic Planning, CRM, Outlook, Sales, Advertising, Management, PowerPoint, Customer Service, Microsoft Office, Real Estate, Event Planning, Marketing, Public Speaking, Social Media, Contract Negotiation
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Arts, Journalism
Carmel High School 2001 — 2004
High School
Greg W. Allen's Morgan Stanley Wealth Management Experience June 2015 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley - Wealth Management June 2015 - Present
Skills
Sales, Customer Service, Leadership, Small Business, Public Speaking, Real Estate Transactions, Nonprofits
Education
Indiana University Bloomington
Morgan Stanley - Wealth Management June 2015 - Present
Skills
Sales, Customer Service, Leadership, Small Business, Public Speaking, Real Estate Transactions, Nonprofits
Education
Indiana University Bloomington
Juan Castano's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job iShares Institutional Product Strategy & Consulting Analyst at BlackRock
Industry Financial Services
Experience
BlackRock April 2015 - Present
BlackRock August 2014 - April 2015
Auburn University Raymond J. Harbert College of Business August 2012 - July 2014
BlackRock June 2013 - August 2013
Raymond J. Harbert College of Business Executive Society 2010 - 2013
Auburn University Investment Club 2009 - 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Summit Wealth Partners, Inc. May 2011 - August 2011
Delta Tau Delta Fraternity 2010 - 2011
Skills
International..., Trilingual (English,..., Microsoft Office, Spanish, Financial Analysis, Portfolio Management, Fundraising, Investments, Team Leadership, Analysis, PowerPoint, Microsoft Word, Leadership, Strategy, Management, Training, Marketing, Capital Markets, Research, Sales
Education
Auburn University, Raymond J. Harbert College of Business
Bachelor of Science in Business Administration, Finance, Senior
International Baccalaureate
Winter Park High School
High School Diploma and International Baccalaureate Diploma
BlackRock April 2015 - Present
BlackRock August 2014 - April 2015
Auburn University Raymond J. Harbert College of Business August 2012 - July 2014
BlackRock June 2013 - August 2013
Raymond J. Harbert College of Business Executive Society 2010 - 2013
Auburn University Investment Club 2009 - 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Summit Wealth Partners, Inc. May 2011 - August 2011
Delta Tau Delta Fraternity 2010 - 2011
Skills
International..., Trilingual (English,..., Microsoft Office, Spanish, Financial Analysis, Portfolio Management, Fundraising, Investments, Team Leadership, Analysis, PowerPoint, Microsoft Word, Leadership, Strategy, Management, Training, Marketing, Capital Markets, Research, Sales
Education
Auburn University, Raymond J. Harbert College of Business
Bachelor of Science in Business Administration, Finance, Senior
International Baccalaureate
Winter Park High School
High School Diploma and International Baccalaureate Diploma
Timothy Gow's Morgan Stanley Wealth Management Experience August 2014 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2014 - Present
Morgan Stanley Wealth Management September 2013 - July 2014
Focus Academy September 2013 - July 2014
UC Irvine May 2013 - December 2013
Morgan Stanley Wealth Management October 2012 - September 2013
Harvey & Company LLC July 2012 - September 2012
Skills
Eagle Scout, Wealth Management, Finance, Corporate Finance, Banking, Macroeconomics, Microeconomics, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, Economics
Education
University of California, Irvine 2008 — 2014
Bachelor of Arts (B.A.), Business Economics, 3.91/4.00
University of Sussex 2013 — 2013
4.00/4.00
Irvine Valley College 2010 — 2012
Mathematics
Morgan Stanley Wealth Management August 2014 - Present
Morgan Stanley Wealth Management September 2013 - July 2014
Focus Academy September 2013 - July 2014
UC Irvine May 2013 - December 2013
Morgan Stanley Wealth Management October 2012 - September 2013
Harvey & Company LLC July 2012 - September 2012
Skills
Eagle Scout, Wealth Management, Finance, Corporate Finance, Banking, Macroeconomics, Microeconomics, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, Economics
Education
University of California, Irvine 2008 — 2014
Bachelor of Arts (B.A.), Business Economics, 3.91/4.00
University of Sussex 2013 — 2013
4.00/4.00
Irvine Valley College 2010 — 2012
Mathematics
Baihly Underhill Baihly Underhill's Morgan Stanley Wealth Management Experience July 2012 - August 2012
Job Account Coordinator at SpotX
Industry Online Media
Experience
SpotX July 2015 - Present
Cushman & Wakefield June 2013 - May 2014
Morgan Stanley Wealth Management July 2012 - August 2012
Morgan Stanley Wealth Management May 2011 - August 2011
AES May 2010 - August 2010
AIG July 2009 - August 2009
Skills
Business Development, PowerPoint, Market Research, Microsoft Word, Microsoft Excel, Financial Analysis, Social Media, Financial Modeling, Microsoft Office, Teamwork, Public Speaking, Facebook, Editing, Research, Sales, Social Networking
Education
University of Southern California 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General
IE (Instituto de Empresa) 2013 — 2013
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Wake Forest University 2010 — 2011
Georgetown Visitation Preparatory School 2006 — 2010
High School Diploma
SpotX July 2015 - Present
Cushman & Wakefield June 2013 - May 2014
Morgan Stanley Wealth Management July 2012 - August 2012
Morgan Stanley Wealth Management May 2011 - August 2011
AES May 2010 - August 2010
AIG July 2009 - August 2009
Skills
Business Development, PowerPoint, Market Research, Microsoft Word, Microsoft Excel, Financial Analysis, Social Media, Financial Modeling, Microsoft Office, Teamwork, Public Speaking, Facebook, Editing, Research, Sales, Social Networking
Education
University of Southern California 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General
IE (Instituto de Empresa) 2013 — 2013
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Wake Forest University 2010 — 2011
Georgetown Visitation Preparatory School 2006 — 2010
High School Diploma
Paul Bostrom Paul Bostrom's Morgan Stanley Wealth Management Experience April 2007 - Present
Job Vice President, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2007 - Present
UBS June 1995 - April 2007
Skills
Leadership, Business Development
Education
Keller Graduate School of Management of DeVry University 1978 — 1981
MBA, Finance
Indiana University - Kelley School of Business 1967 — 1970
BS, Marketing
Morgan Stanley Wealth Management April 2007 - Present
UBS June 1995 - April 2007
Skills
Leadership, Business Development
Education
Keller Graduate School of Management of DeVry University 1978 — 1981
MBA, Finance
Indiana University - Kelley School of Business 1967 — 1970
BS, Marketing
Carrie (Champigny) Cabezas's Morgan Stanley Wealth Management Experience January 2006 - March 2007
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank March 2007 - Present
Morgan Stanley Wealth Management January 2006 - March 2007
Colgate University August 2004 - June 2005
Skills
Microsoft Office, Coaching, Customer Service, Team Leadership, Wealth Management, Equities, Series 7, Series 63, Series 65, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2004
BS, Sports Management
Universidad de Sevilla 2002 — 2002
Study Abroad, Spanish
Deutsche Bank March 2007 - Present
Morgan Stanley Wealth Management January 2006 - March 2007
Colgate University August 2004 - June 2005
Skills
Microsoft Office, Coaching, Customer Service, Team Leadership, Wealth Management, Equities, Series 7, Series 63, Series 65, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2004
BS, Sports Management
Universidad de Sevilla 2002 — 2002
Study Abroad, Spanish
Joseph A. Warren Joseph A. Warren's Morgan Stanley Wealth Management Experience December 1983 - September 2003
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2007 - Present
Smith Barney September 2003 - June 2007
Morgan Stanley Wealth Management December 1983 - September 2003
Binghamton University September 1978 - December 1983
Skills
401(k) Rollovers, Tactical Asset..., Fixed Income Strategies, Stock Analysis, Estate Planning..., Annuities/Life Insurance, Tactical Asset, Fixed Income, Retirement Planning
Education
Ithaca College 1974 — 1976
Master of Science (M.S.), Speech-Language Pathology/Pathologist
SUNY Cortland 1970 — 1973
Bachelor of Arts (B.A.), Speech-Language Pathology/Pathologist
Chenango Forks Central Schools 1965 — 1969
NYS Regents Diploma
Wells Fargo Advisors June 2007 - Present
Smith Barney September 2003 - June 2007
Morgan Stanley Wealth Management December 1983 - September 2003
Binghamton University September 1978 - December 1983
Skills
401(k) Rollovers, Tactical Asset..., Fixed Income Strategies, Stock Analysis, Estate Planning..., Annuities/Life Insurance, Tactical Asset, Fixed Income, Retirement Planning
Education
Ithaca College 1974 — 1976
Master of Science (M.S.), Speech-Language Pathology/Pathologist
SUNY Cortland 1970 — 1973
Bachelor of Arts (B.A.), Speech-Language Pathology/Pathologist
Chenango Forks Central Schools 1965 — 1969
NYS Regents Diploma
Kevin Bloom Kevin Bloom's Morgan Stanley Wealth Management Experience September 2011 - January 2012
Job Internal Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds April 2013 - Present
Will County CrackerJacks January 2012 - August 2012
Morgan Stanley Wealth Management September 2011 - January 2012
The University of Arizona August 2007 - May 2008
Encino Little League January 2001 - June 2006
Skills
Management, Series 63, Microsoft Office, Windows XP, Salesforce.com, LinkedIn, Series 6, Mutual Funds, CRM, Sales, Territory Management
Education
University of Arizona 2007 — 2011
Bachelor of Arts, History and Political Science
Indiana University Bloomington 2006 — 2007
Sports Management
Hartford Funds April 2013 - Present
Will County CrackerJacks January 2012 - August 2012
Morgan Stanley Wealth Management September 2011 - January 2012
The University of Arizona August 2007 - May 2008
Encino Little League January 2001 - June 2006
Skills
Management, Series 63, Microsoft Office, Windows XP, Salesforce.com, LinkedIn, Series 6, Mutual Funds, CRM, Sales, Territory Management
Education
University of Arizona 2007 — 2011
Bachelor of Arts, History and Political Science
Indiana University Bloomington 2006 — 2007
Sports Management
Nick Landenwich's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Kindred Healthcare May 2013 - August 2014
Shenanigans Irish Grille May 2012 - August 2012
Skills
Mathematics, Social Skills, Community Service, Leadership, Critical Thinking, Business, Time Management, Teamwork, People Skills, Social Networking, PowerPoint, Microsoft Word, Volunteering, Microsoft Excel, Partnerships, Program Development, Fundraising, Research, Guardium
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's of Science in Business Administration, Finance & Accounting
Trinity High School 2008 — 2012
Jefferies 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Kindred Healthcare May 2013 - August 2014
Shenanigans Irish Grille May 2012 - August 2012
Skills
Mathematics, Social Skills, Community Service, Leadership, Critical Thinking, Business, Time Management, Teamwork, People Skills, Social Networking, PowerPoint, Microsoft Word, Volunteering, Microsoft Excel, Partnerships, Program Development, Fundraising, Research, Guardium
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's of Science in Business Administration, Finance & Accounting
Trinity High School 2008 — 2012
Vic Colborn Vic Colborn's Morgan Stanley Wealth Management Experience May 2004 - September 2004
Job Senior Developer / Data Scientist at Parallax Volatility Advisers, LLC
Industry Computer Software
Experience
Parallax Volatility Advisers, LLC February 2015 - Present
San Francisco Toastmasters January 2014 - Present
brassFly January 2010 - Present
iMATCHATIVE March 2013 - July 2014
Genetic Finance, Inc. September 2010 - January 2013
The Tuscan Group, LLC January 2005 - December 2009
Morgan Stanley Wealth Management May 2004 - September 2004
Humboldt State University September 2000 - June 2003
National Weather Service May 2000 - April 2003
Vietnam Veterans of California August 1996 - May 2000
Skills
Software Development, Statistics, Algorithms, Financial Modeling, Data Analysis, Portfolio Management, SQL, Mathematical Modeling, Optimization, Data Mining, C++, Alternative Investments, Machine Learning, Financial Analysis, Java, Programming, Hedge Funds, Microsoft Excel, Databases, Project Management, Linux, Derivatives, Public Speaking, Systems Modeling, C#, Software Engineering, MySQL, Data Warehousing, Database Design, Data Modeling, Entity Extraction, Text Mining, Natural Language..., CSS, Fraud Detection, Data Quality, Agile Methodologies, Git, SaaS, Microsoft Visual Studio, Microsoft Word, T-SQL, Stored Procedures, API Development, Big Data, Visual Studio, Web Services, Microsoft SQL Server
Education
University of California, Berkeley 2003 — 2005
MS, Industrial Engineering and Operations Research
Humboldt State University 1996 — 2003
BA, Applied Mathematics, Statistics, Computer Science
Parallax Volatility Advisers, LLC February 2015 - Present
San Francisco Toastmasters January 2014 - Present
brassFly January 2010 - Present
iMATCHATIVE March 2013 - July 2014
Genetic Finance, Inc. September 2010 - January 2013
The Tuscan Group, LLC January 2005 - December 2009
Morgan Stanley Wealth Management May 2004 - September 2004
Humboldt State University September 2000 - June 2003
National Weather Service May 2000 - April 2003
Vietnam Veterans of California August 1996 - May 2000
Skills
Software Development, Statistics, Algorithms, Financial Modeling, Data Analysis, Portfolio Management, SQL, Mathematical Modeling, Optimization, Data Mining, C++, Alternative Investments, Machine Learning, Financial Analysis, Java, Programming, Hedge Funds, Microsoft Excel, Databases, Project Management, Linux, Derivatives, Public Speaking, Systems Modeling, C#, Software Engineering, MySQL, Data Warehousing, Database Design, Data Modeling, Entity Extraction, Text Mining, Natural Language..., CSS, Fraud Detection, Data Quality, Agile Methodologies, Git, SaaS, Microsoft Visual Studio, Microsoft Word, T-SQL, Stored Procedures, API Development, Big Data, Visual Studio, Web Services, Microsoft SQL Server
Education
University of California, Berkeley 2003 — 2005
MS, Industrial Engineering and Operations Research
Humboldt State University 1996 — 2003
BA, Applied Mathematics, Statistics, Computer Science
Camilla Corvino, MBA Camilla Corvino, MBA's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Legal and Compliance
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley May 2012 - June 2014
Telerep September 2010 - February 2011
Skills
Finance, Project Management, Trading, Sales, Bloomberg, Fixed Income
Education
Iona College 2011 — 2012
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law, Graduated
Iona College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Graduated
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley May 2012 - June 2014
Telerep September 2010 - February 2011
Skills
Finance, Project Management, Trading, Sales, Bloomberg, Fixed Income
Education
Iona College 2011 — 2012
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law, Graduated
Iona College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Graduated
Andrew Wray's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Consulting Group Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley Wealth Management May 2012 - March 2014
Skills
Series 7, Series 66, Asset Allocation, ETFs, Mutual Funds, Separately Managed..., Wealth Management, Investment Advisory, Microsoft Word, Series 63
Education
James Madison University 2007 — 2011
Bachelor's Degree, Biology/Biological Sciences
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley Wealth Management May 2012 - March 2014
Skills
Series 7, Series 66, Asset Allocation, ETFs, Mutual Funds, Separately Managed..., Wealth Management, Investment Advisory, Microsoft Word, Series 63
Education
James Madison University 2007 — 2011
Bachelor's Degree, Biology/Biological Sciences
Will Flor's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Financial Analyst
Industry Insurance
Experience
Medica August 2014 - Present
Jacksonville University August 2013 - April 2014
Jacksonville University August 2013 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Time Management, Accountability, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Microsoft Office, Public Speaking, Research, Finance, Data Analysis, Investments, Accounting
Education
Jacksonville University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, Cumulative 3.82 GPA
Medica August 2014 - Present
Jacksonville University August 2013 - April 2014
Jacksonville University August 2013 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Time Management, Accountability, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Microsoft Office, Public Speaking, Research, Finance, Data Analysis, Investments, Accounting
Education
Jacksonville University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, Cumulative 3.82 GPA
Kayla Gunderson's Morgan Stanley Wealth Management Experience December 2013 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2013 - Present
Retirement Consulting Group October 2012 - December 2013
Morgan Stanley Smith Barney August 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Marketing, Social Media, Accounting, Research, Project Management, Series 7, Team Building, Business Development, Recruiting, Social Media Marketing, Social Networking, Event Planning, Leadership, Nonprofits
Education
Humboldt State University 2006 — 2010
Bachelor of Arts (B.A.), Journalism and Mass Communications
Morgan Stanley Wealth Management December 2013 - Present
Retirement Consulting Group October 2012 - December 2013
Morgan Stanley Smith Barney August 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Marketing, Social Media, Accounting, Research, Project Management, Series 7, Team Building, Business Development, Recruiting, Social Media Marketing, Social Networking, Event Planning, Leadership, Nonprofits
Education
Humboldt State University 2006 — 2010
Bachelor of Arts (B.A.), Journalism and Mass Communications
Patrick Wright's Morgan Stanley Wealth Management Experience February 2014 - June 2014
Job Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
AWI Staffing June 2014 - November 2014
Morgan Stanley Wealth Management February 2014 - June 2014
Skills
Team-oriented, Time Management, Teamwork, Customer Satisfaction, Microsoft Word, Social Networking, Customer Service, Goal Oriented, Leadership, Microsoft Excel, Adobe Creative Suite, Morningstar, Digital Marketing, Strategic Planning, Business Strategy
Education
Illinois State University 2010 — 2013
Bachelor of Science, Politics and Government
University of Saint Francis 2009 — 2010
Graphic Design
Providence Catholic High School 2005 — 2009
Morgan Stanley November 2014 - Present
AWI Staffing June 2014 - November 2014
Morgan Stanley Wealth Management February 2014 - June 2014
Skills
Team-oriented, Time Management, Teamwork, Customer Satisfaction, Microsoft Word, Social Networking, Customer Service, Goal Oriented, Leadership, Microsoft Excel, Adobe Creative Suite, Morningstar, Digital Marketing, Strategic Planning, Business Strategy
Education
Illinois State University 2010 — 2013
Bachelor of Science, Politics and Government
University of Saint Francis 2009 — 2010
Graphic Design
Providence Catholic High School 2005 — 2009
Graham Craig's Morgan Stanley Wealth Management Experience January 2010 - October 2011
Job Financial Advisor & CDFA at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2011 - Present
Morgan Stanley Wealth Management January 2010 - October 2011
Skills
Retirement Planning, Divorce planning, Financial Services, Estate Planning, Investments, Investment Strategies
Education
Indiana University Bloomington 1985 — 1989
Bachelor's degree, Public Affairs
Robert W. Baird & Co. November 2011 - Present
Morgan Stanley Wealth Management January 2010 - October 2011
Skills
Retirement Planning, Divorce planning, Financial Services, Estate Planning, Investments, Investment Strategies
Education
Indiana University Bloomington 1985 — 1989
Bachelor's degree, Public Affairs
Cassie Rolnick's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Incoming Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2014 - August 2014
St. James’s Place Wealth Management January 2014 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
American Eagle Outfitters July 2009 - July 2013
Lenox Advisors May 2012 - August 2012
Skills
Conversational in..., Babysitting, Fantasy Football, CRM, Sales, Cashiering, Finance, Cash Register, Retail Sales, Cash Handling Experience, Swimming, Non-profit Volunteer, Store Management, Visual Merchandising, Friendly Personality, Store Operations, Volunteering, Loss Prevention, Microsoft Office, Microsoft Excel, Access
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Finance and International Business
Morgan Stanley June 2014 - August 2014
St. James’s Place Wealth Management January 2014 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
American Eagle Outfitters July 2009 - July 2013
Lenox Advisors May 2012 - August 2012
Skills
Conversational in..., Babysitting, Fantasy Football, CRM, Sales, Cashiering, Finance, Cash Register, Retail Sales, Cash Handling Experience, Swimming, Non-profit Volunteer, Store Management, Visual Merchandising, Friendly Personality, Store Operations, Volunteering, Loss Prevention, Microsoft Office, Microsoft Excel, Access
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Finance and International Business
Andrew Karp's Morgan Stanley Wealth Management Experience May 2009 - August 2009
Job None
Industry Accounting
Experience
Morgan Stanley Wealth Management May 2009 - August 2009
Archstone Consulting May 2008 - August 2008
Education
Indiana University Bloomington 2005 — 2010
Bachelor of Science (BS), Finance, General
Morgan Stanley Wealth Management May 2009 - August 2009
Archstone Consulting May 2008 - August 2008
Education
Indiana University Bloomington 2005 — 2010
Bachelor of Science (BS), Finance, General
Kimberly Oliver Kimberly Oliver's Morgan Stanley Wealth Management Experience September 2007 - December 2012
Job Associate Director, Senior Registered Client Service Associate
Industry Financial Services
Experience
UBS Wealth Management December 2014 - Present
UBS Wealth Management December 2012 - December 2014
Morgan Stanley Wealth Management September 2007 - December 2012
Smith Barney June 2006 - September 2007
AllianceBernstein January 1997 - August 2003
Education
New York University 2000 — 2003
Master's Degree
State University of New York College at Brockport 1994 — 1996
Hofstra University 1992 — 1993
UBS Wealth Management December 2014 - Present
UBS Wealth Management December 2012 - December 2014
Morgan Stanley Wealth Management September 2007 - December 2012
Smith Barney June 2006 - September 2007
AllianceBernstein January 1997 - August 2003
Education
New York University 2000 — 2003
Master's Degree
State University of New York College at Brockport 1994 — 1996
Hofstra University 1992 — 1993
Cynthia Holland's Morgan Stanley Wealth Management Experience August 2012 - April 2015
Job Executive Director at The Bahnsen Group, HighTower
Industry Financial Services
Experience
The Bahnsen Group, HighTower April 2015 - Present
Morgan Stanley Wealth Management August 2012 - April 2015
Graziadio Alumni Network Leadership Council, Orange County April 2010 - March 2013
Holland Consulting January 2010 - July 2012
Public Financial Management 1989 - 2011
Skills
Strategy, Leadership, Public Speaking, Coaching, Marketing, Program Management, Management Consulting, Human Resources, Networking, Proposal Writing, Training, Process Improvement, Public Relations, Event Management, Maintaining Strong..., Entrepreneurship, Organizational...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2008
MBA, Leadership and Managing Organizational Change
University of Phoenix 2002 — 2004
Bachelor of Science, Business Management
Irvine Valley College 1999 — 2001
English, Psychology, Anthropology
New Horizons Computer Learning Center 1999 — 2000
11 Completion Certificates, Microsoft Office Applications
Hewlett-Packard 1987 — 1987
Training the Trainer & Tom Peters’ Effective People Skills
The Bahnsen Group, HighTower April 2015 - Present
Morgan Stanley Wealth Management August 2012 - April 2015
Graziadio Alumni Network Leadership Council, Orange County April 2010 - March 2013
Holland Consulting January 2010 - July 2012
Public Financial Management 1989 - 2011
Skills
Strategy, Leadership, Public Speaking, Coaching, Marketing, Program Management, Management Consulting, Human Resources, Networking, Proposal Writing, Training, Process Improvement, Public Relations, Event Management, Maintaining Strong..., Entrepreneurship, Organizational...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2008
MBA, Leadership and Managing Organizational Change
University of Phoenix 2002 — 2004
Bachelor of Science, Business Management
Irvine Valley College 1999 — 2001
English, Psychology, Anthropology
New Horizons Computer Learning Center 1999 — 2000
11 Completion Certificates, Microsoft Office Applications
Hewlett-Packard 1987 — 1987
Training the Trainer & Tom Peters’ Effective People Skills
Terry Dulan Terry Dulan's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Consultant / Technical Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
Citi January 2010 - Present
Citi April 1994 - June 2000
Salomon Brothers April 1994 - May 2000
JPMorgan Chase 1994 - 1994
Skills
Disaster Recovery, Operational Risk, Virtualization, Operations Management, Desktop Environment, IT Service Management, Service Delivery, Server Administration, Systems Administration..., Client Liaison, Helping Clients Succeed, ITIL Certified, Management, System Administration, Vendor Management, Data Center, Project Delivery, Infrastructure, Integration, Business Continuity, Servers, System Deployment, PMO, Cloud Computing, ITIL, Technical Support, Business Analysis, Process Improvement, Project Management
Education
Howard University
Bachelor of Business Administration (B.B.A.), Computer Based Management Information Systems
Morgan Stanley Wealth Management April 2013 - Present
Citi January 2010 - Present
Citi April 1994 - June 2000
Salomon Brothers April 1994 - May 2000
JPMorgan Chase 1994 - 1994
Skills
Disaster Recovery, Operational Risk, Virtualization, Operations Management, Desktop Environment, IT Service Management, Service Delivery, Server Administration, Systems Administration..., Client Liaison, Helping Clients Succeed, ITIL Certified, Management, System Administration, Vendor Management, Data Center, Project Delivery, Infrastructure, Integration, Business Continuity, Servers, System Deployment, PMO, Cloud Computing, ITIL, Technical Support, Business Analysis, Process Improvement, Project Management
Education
Howard University
Bachelor of Business Administration (B.B.A.), Computer Based Management Information Systems
Richard Bensoussan, CFA Richard Bensoussan, CFA's Morgan Stanley Wealth Management Experience 2011 - Present
Job Morgan Stanley Wealth Management, Senior V.P.
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2011 - Present
Newedge August 2008 - July 2011
ICAP December 2006 - July 2008
Kraft Foods July 2000 - November 2006
Skills
Risk Arbitrage, Special Situations, Equities, Event Driven, Capital Markets, Fixed Income, Derivatives, Trading, Portfolio Management, Investments, Securities, Hedge Funds, Financial Modeling, Bloomberg, Financial Analysis, Asset Managment, Series 7, Financial Markets, Options, Valuation, Risk Management, Equity Research, Alternative Investments, Wealth Management, Private Equity, Mergers, Corporate Finance, Trading Systems, Mutual Funds, Asset Allocation, Business Analysis, Strategic Financial..., Series 63, Strategic Planning, Financial Reporting, Business Strategy, Finance, Mergers & Acquisitions, Investment Strategies, Strategy
Education
HEC Paris 1999 — 2000
Majeur Finance
McGill University 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Université de Montréal 1997 — 1999
Master's degree, Microbiology and Immunology
Université de Montréal 1994 — 1997
Bachelor of Science (B.Sc.), Microbiology and Immunology
Morgan Stanley Wealth Management 2011 - Present
Newedge August 2008 - July 2011
ICAP December 2006 - July 2008
Kraft Foods July 2000 - November 2006
Skills
Risk Arbitrage, Special Situations, Equities, Event Driven, Capital Markets, Fixed Income, Derivatives, Trading, Portfolio Management, Investments, Securities, Hedge Funds, Financial Modeling, Bloomberg, Financial Analysis, Asset Managment, Series 7, Financial Markets, Options, Valuation, Risk Management, Equity Research, Alternative Investments, Wealth Management, Private Equity, Mergers, Corporate Finance, Trading Systems, Mutual Funds, Asset Allocation, Business Analysis, Strategic Financial..., Series 63, Strategic Planning, Financial Reporting, Business Strategy, Finance, Mergers & Acquisitions, Investment Strategies, Strategy
Education
HEC Paris 1999 — 2000
Majeur Finance
McGill University 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Université de Montréal 1997 — 1999
Master's degree, Microbiology and Immunology
Université de Montréal 1994 — 1997
Bachelor of Science (B.Sc.), Microbiology and Immunology
Nikki Stueckel's Morgan Stanley Wealth Management Experience January 2014 - November 2014
Job Learning & Development Analyst at Scottrade
Industry Financial Services
Experience
Scottrade November 2014 - Present
Morgan Stanley Wealth Management January 2014 - November 2014
Scottrade March 2013 - January 2014
Scottrade October 2011 - March 2013
Scottrade February 2008 - October 2011
Wal-mart Distribution August 2006 - December 2008
Skills
Series 63, Series 7, Securities, Options, Investments, Trading, Fixed Income, Mutual Funds, Brokerage, Uniform Combined State..., Bonds, Equities, Microsoft Excel, Microsoft Office, Series 9, Series 66, Series 10, Derivatives, FINRA, Management, Series 24
Education
Indiana University-Purdue University at Indianapolis 2005 — 2009
BS, Finance
Scottrade November 2014 - Present
Morgan Stanley Wealth Management January 2014 - November 2014
Scottrade March 2013 - January 2014
Scottrade October 2011 - March 2013
Scottrade February 2008 - October 2011
Wal-mart Distribution August 2006 - December 2008
Skills
Series 63, Series 7, Securities, Options, Investments, Trading, Fixed Income, Mutual Funds, Brokerage, Uniform Combined State..., Bonds, Equities, Microsoft Excel, Microsoft Office, Series 9, Series 66, Series 10, Derivatives, FINRA, Management, Series 24
Education
Indiana University-Purdue University at Indianapolis 2005 — 2009
BS, Finance
Arjun Vachhani Arjun Vachhani's Morgan Stanley Wealth Management Experience July 2013 - August 2013
Job Student at Indiana University of Pennsylvania
Industry Financial Services
Experience
Bankers Life July 2015 - Present
B. Braun Medical May 2014 - August 2014
Morgan Stanley Wealth Management July 2013 - August 2013
Smart Tech Inc. June 2012 - August 2012
Nandan Inc. June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows
Education
Indiana University of Pennsylvania 2011 — 2015
Bankers Life July 2015 - Present
B. Braun Medical May 2014 - August 2014
Morgan Stanley Wealth Management July 2013 - August 2013
Smart Tech Inc. June 2012 - August 2012
Nandan Inc. June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows
Education
Indiana University of Pennsylvania 2011 — 2015
Karen Warren Karen Warren's Morgan Stanley Wealth Management Experience February 2007 - August 2014
Job Certified Sales Associate/Compliance Assistant
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Warren Telecore Inc. (WTI) February 1986 - Present
Morgan Stanley Wealth Management February 2007 - August 2014
Smith Barney August 1999 - February 2007
Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Event Planning, Marketing, Budgets, Social Networking, Project Management, Recruiting, Team Building, Project Planning, Social Media, Advertising, Event Management, Fundraising, Sales Management, Business Strategy
Education
Hofstra University 1976 — 1979
BBA, Accounting
Wells Fargo Advisors August 2014 - Present
Warren Telecore Inc. (WTI) February 1986 - Present
Morgan Stanley Wealth Management February 2007 - August 2014
Smith Barney August 1999 - February 2007
Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Event Planning, Marketing, Budgets, Social Networking, Project Management, Recruiting, Team Building, Project Planning, Social Media, Advertising, Event Management, Fundraising, Sales Management, Business Strategy
Education
Hofstra University 1976 — 1979
BBA, Accounting
Brian Linzmeier's Morgan Stanley Wealth Management Experience January 2009 - 2010
Job MBA, CFA level III candidate
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Morgan Stanley 2010 - 2014
Morgan Stanley Wealth Management January 2009 - 2010
M&N Trading June 2008 - September 2008
Hunter's Point Homes 2006 - April 2008
Education
Hult International Business School 2012 — 2013
Master of Business Administration (MBA), Finance, General
Loyola Marymount University 2002 — 2007
Master of Arts (M.A.), History
Santa Margarita Catholic High School 1998 — 2002
Morgan Stanley 2014 - Present
Morgan Stanley 2010 - 2014
Morgan Stanley Wealth Management January 2009 - 2010
M&N Trading June 2008 - September 2008
Hunter's Point Homes 2006 - April 2008
Education
Hult International Business School 2012 — 2013
Master of Business Administration (MBA), Finance, General
Loyola Marymount University 2002 — 2007
Master of Arts (M.A.), History
Santa Margarita Catholic High School 1998 — 2002
Maria Masha Leonov Maria Masha Leonov's Morgan Stanley Wealth Management Experience January 2012 - December 2012
Job Analyst, Sales and Trading, Structured Products at BNP Paribas Investment Bank
Industry
Experience
BNP Paribas July 2015 - Present
New York University January 2012 - Present
NYU Office of Residential Life and Housing Services May 2014 - May 2015
BNP Paribas June 2014 - August 2014
Morgan Stanley Wealth Management January 2012 - December 2012
Do Something August 2011 - December 2011
The Victory Group, Inc. May 2011 - August 2011
Matchpoint Studios May 2011 - August 2011
Education
New York University Stern School of Business 2011 — 2015
Bachelor of Science (BS), Finance, Global Business, Dance Minor
New York University 2011 — 2015
Bachelor of Science (BS), Stern School of Business
New York University in Santa Ana (Costa Rica) and Buenos Aires (Argentina) 2013 — 2013
Courses through Silver School of Social Work
New York University in Prague 2013 — 2013
Relevant coursework: Marketing, Management and Organizations, Social Media Networking
Higher School of Economics 2012 — 2012
MBA credits, "Strategies for Development in Emerging Markets"
Berkeley Preparatory School 1998 — 2011
High School Degree
BNP Paribas July 2015 - Present
New York University January 2012 - Present
NYU Office of Residential Life and Housing Services May 2014 - May 2015
BNP Paribas June 2014 - August 2014
Morgan Stanley Wealth Management January 2012 - December 2012
Do Something August 2011 - December 2011
The Victory Group, Inc. May 2011 - August 2011
Matchpoint Studios May 2011 - August 2011
Education
New York University Stern School of Business 2011 — 2015
Bachelor of Science (BS), Finance, Global Business, Dance Minor
New York University 2011 — 2015
Bachelor of Science (BS), Stern School of Business
New York University in Santa Ana (Costa Rica) and Buenos Aires (Argentina) 2013 — 2013
Courses through Silver School of Social Work
New York University in Prague 2013 — 2013
Relevant coursework: Marketing, Management and Organizations, Social Media Networking
Higher School of Economics 2012 — 2012
MBA credits, "Strategies for Development in Emerging Markets"
Berkeley Preparatory School 1998 — 2011
High School Degree
Lucero Wiley Lucero Wiley's Morgan Stanley Wealth Management Experience May 2014 - August 2015
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
Virginia Latino Advisory Board August 2014 - Present
Democratic Latino Organization of Virginia January 2014 - Present
Morgan Stanley Wealth Management May 2014 - August 2015
Hampton Roads Hispanic Chamber of Commerce January 2013 - August 2014
Merrill Lynch October 2011 - May 2014
ITESM January 2010 - December 2010
E! Entertainment Television, Why Not, Eek Models, Pure Modeling, The Firm, Conceptos... April 2007 - February 2010
EGADE Business School November 2009 - December 2009
MW Biotec S.A. de C.V January 2006 - January 2008
Skills
Risk Management, Finance, Banking, Economics, Nonprofits, Politics, Strategic Financial..., Investments, Corporate Finance, Portfolio Management, Financial Modeling, Investment Banking, Business Strategy, Equities, Strategic Planning, Asset Management, Fixed Income, Derivatives, Financial Markets, Financial Analysis, Management, Analysis, Capital Markets, Private Equity, Spanish, Wealth Management, Credit Risk, Business Analysis, Emerging Markets, Leadership, Structured Finance, Trading, Negotiation, Project Management, Credit, Econometrics, Strategy, Market Research, Entrepreneurship, Team Leadership, Financial Risk, Microsoft Office, Business Planning, Microsoft Excel, Mergers, Management Consulting, Valuation, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
Communication and Media Studies
College for Financial Planning 2013 — 2013
Professional Dessignation, Accredited Asset Management Specialist
University of Notre Dame - Mendoza College of Business 2013 — 2013
Nonprofit Lobbying and Advocacy, Non-Profit/Public/Organizational Management
University of San Diego 2010 — 2010
Strategic Planning and Management, Business Administration and Management, General
Universitat Pompeu Fabra 2009 — 2010
Master, Banking and Finance
Tecnológico de Monterrey 2009 — 2009
MBA, Business Administration
Instituto Tecnológico Autónomo de México 2003 — 2008
Bachelor's degree, Political Science
Instituto Tecnológico Autónomo de México 2003 — 2006
Licenciatura, Economics
New York Life Insurance Company September 2015 - Present
Virginia Latino Advisory Board August 2014 - Present
Democratic Latino Organization of Virginia January 2014 - Present
Morgan Stanley Wealth Management May 2014 - August 2015
Hampton Roads Hispanic Chamber of Commerce January 2013 - August 2014
Merrill Lynch October 2011 - May 2014
ITESM January 2010 - December 2010
E! Entertainment Television, Why Not, Eek Models, Pure Modeling, The Firm, Conceptos... April 2007 - February 2010
EGADE Business School November 2009 - December 2009
MW Biotec S.A. de C.V January 2006 - January 2008
Skills
Risk Management, Finance, Banking, Economics, Nonprofits, Politics, Strategic Financial..., Investments, Corporate Finance, Portfolio Management, Financial Modeling, Investment Banking, Business Strategy, Equities, Strategic Planning, Asset Management, Fixed Income, Derivatives, Financial Markets, Financial Analysis, Management, Analysis, Capital Markets, Private Equity, Spanish, Wealth Management, Credit Risk, Business Analysis, Emerging Markets, Leadership, Structured Finance, Trading, Negotiation, Project Management, Credit, Econometrics, Strategy, Market Research, Entrepreneurship, Team Leadership, Financial Risk, Microsoft Office, Business Planning, Microsoft Excel, Mergers, Management Consulting, Valuation, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
Communication and Media Studies
College for Financial Planning 2013 — 2013
Professional Dessignation, Accredited Asset Management Specialist
University of Notre Dame - Mendoza College of Business 2013 — 2013
Nonprofit Lobbying and Advocacy, Non-Profit/Public/Organizational Management
University of San Diego 2010 — 2010
Strategic Planning and Management, Business Administration and Management, General
Universitat Pompeu Fabra 2009 — 2010
Master, Banking and Finance
Tecnológico de Monterrey 2009 — 2009
MBA, Business Administration
Instituto Tecnológico Autónomo de México 2003 — 2008
Bachelor's degree, Political Science
Instituto Tecnológico Autónomo de México 2003 — 2006
Licenciatura, Economics
Jennifer Strafford Jennifer Strafford's Morgan Stanley Wealth Management Experience November 2012 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley Smith Barney July 2008 - December 2012
Citigroup 2006 - July 2008
Skills
Equities, Fixed Income, Trading, Middle Office
Education
Hofstra University 2004 — 2006
Bachelors, Finance
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley Smith Barney July 2008 - December 2012
Citigroup 2006 - July 2008
Skills
Equities, Fixed Income, Trading, Middle Office
Education
Hofstra University 2004 — 2006
Bachelors, Finance
Jamie M Thomassen, CPA's Morgan Stanley Wealth Management Experience December 2011 - February 2013
Job Assistant Director of Finance at Great Wolf Lodge
Industry Financial Services
Experience
Great Wolf Lodge February 2013 - Present
Morgan Stanley Wealth Management December 2011 - February 2013
Clifton Gunderson LLP August 2009 - June 2011
Clifton Gunderson LLP January 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Nance's Florist 2000 - 2007
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Sales, Market Research, New Business Development, Small Business, Microsoft Office, Public Speaking, Sales Presentations, Accounting, Strategic Financial..., Retirement, Budgets, Finance, Financial Planning, Financial Accounting, Leadership, Customer Service, Strategic Planning
Education
Indiana University - Kelley School of Business 2004 — 2009
Bachelor of Science in Business, Finance & Accounting
Great Wolf Lodge February 2013 - Present
Morgan Stanley Wealth Management December 2011 - February 2013
Clifton Gunderson LLP August 2009 - June 2011
Clifton Gunderson LLP January 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Nance's Florist 2000 - 2007
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Sales, Market Research, New Business Development, Small Business, Microsoft Office, Public Speaking, Sales Presentations, Accounting, Strategic Financial..., Retirement, Budgets, Finance, Financial Planning, Financial Accounting, Leadership, Customer Service, Strategic Planning
Education
Indiana University - Kelley School of Business 2004 — 2009
Bachelor of Science in Business, Finance & Accounting
Ray San Agustin's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Complex Training Specialist / Relationship Coordinator at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management April 2013 - Present
TTA – The Training Associates March 2012 - April 2013
Prosperity Bank September 2010 - February 2012
JPMorgan Chase 2009 - 2010
BBVA/Compass Bank November 2004 - November 2008
SouthTrust Bank March 2000 - November 2004
Bank of America June 1998 - March 2000
IKON Office Solutions January 1997 - June 1998
Alachua General Hospital September 1995 - January 1997
Skills
Consultative Sales..., Microsoft Office, Thompson One, Calyx, Jack Henry, SharePoint, Merlin, Encore, 3D, Training, Team Building, Human Resources, Commercial Banking, New Business Development, Mortgage Lending, Management, Leadership, CRM, Employee Training, Sales, Risk Management, Banking, Software Documentation
Education
Jacksonville University
B.A., Marketing
Morgan Stanley Wealth Management April 2013 - Present
TTA – The Training Associates March 2012 - April 2013
Prosperity Bank September 2010 - February 2012
JPMorgan Chase 2009 - 2010
BBVA/Compass Bank November 2004 - November 2008
SouthTrust Bank March 2000 - November 2004
Bank of America June 1998 - March 2000
IKON Office Solutions January 1997 - June 1998
Alachua General Hospital September 1995 - January 1997
Skills
Consultative Sales..., Microsoft Office, Thompson One, Calyx, Jack Henry, SharePoint, Merlin, Encore, 3D, Training, Team Building, Human Resources, Commercial Banking, New Business Development, Mortgage Lending, Management, Leadership, CRM, Employee Training, Sales, Risk Management, Banking, Software Documentation
Education
Jacksonville University
B.A., Marketing
Steve Poteet Steve Poteet's Morgan Stanley Wealth Management Experience March 2013 - May 2014
Job Real Estate Broker at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap July 2015 - Present
Investment Advisor May 2014 - Present
Morgan Stanley Wealth Management March 2013 - May 2014
Merrill Lynch May 2011 - March 2013
HealthPlace, Inc. January 2009 - August 2011
The White Stone Group January 2007 - January 2009
Gallaher & Associates/ Blueridge Developments March 2006 - April 2007
Broadway Developments/HealthPlace Consullting December 2004 - March 2006
Life Companies/LSI June 1996 - December 2004
Microtek Medical December 1994 - June 1996
Education
University of Tennessee-Knoxville 1998 — 2000
Bachelor of Science (BS), Education, Magna Cum Laude
University of Pennsylvania - The Wharton School 1989 — 1990
Exec Mang, Business Development
University of Tennessee-Knoxville - College of Business Administration 1970 — 1975
BS, Business Administration
Marcus & Millichap July 2015 - Present
Investment Advisor May 2014 - Present
Morgan Stanley Wealth Management March 2013 - May 2014
Merrill Lynch May 2011 - March 2013
HealthPlace, Inc. January 2009 - August 2011
The White Stone Group January 2007 - January 2009
Gallaher & Associates/ Blueridge Developments March 2006 - April 2007
Broadway Developments/HealthPlace Consullting December 2004 - March 2006
Life Companies/LSI June 1996 - December 2004
Microtek Medical December 1994 - June 1996
Education
University of Tennessee-Knoxville 1998 — 2000
Bachelor of Science (BS), Education, Magna Cum Laude
University of Pennsylvania - The Wharton School 1989 — 1990
Exec Mang, Business Development
University of Tennessee-Knoxville - College of Business Administration 1970 — 1975
BS, Business Administration
Mark Kistler Mark Kistler's Morgan Stanley Wealth Management Experience July 2002 - Present
Job First Vice PresidentWealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2002 - Present
Morgan Stanley June 2000 - July 2002
Skills
Portfolio Management, Mutual Funds, Financial Analysis
Education
Indiana University of Pennsylvania 1989 — 1993
Morgan Stanley Wealth Management July 2002 - Present
Morgan Stanley June 2000 - July 2002
Skills
Portfolio Management, Mutual Funds, Financial Analysis
Education
Indiana University of Pennsylvania 1989 — 1993
Charity Henson-Ballard Charity Henson-Ballard's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Paralegal, Assistant HR Coordinator, Playwright, Playwritng Instructor (Guest Lecturer), Actor
Industry Legal Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Freelance 2003 - Present
Duane Morris LLP June 2005 - May 2013
Women's Project 2008 - 2012
New York University 2000 - 2003
New World Theater 1998 - 2000
Skills
Theatre, Drama, Acting, Social Networking, Playwriting, Television, Stage, Film, Plays, Performing Arts, Comedy, Voice Acting, Shakespeare, Voice Over, Entertainment, Dialects, Screenwriting, Stage Combat, Dramaturgy, Event Planning, Social Media, Public Speaking, Nonprofits, Teaching, Dance, Improvisation, Short Films
Education
New York University 2000 — 2003
MFA, Acting
University of Massachusetts, Amherst 1998 — 2000
MA, English, Psychoanalytic Theory
James Madison University 1994 — 1998
BA, English
Morgan Stanley Wealth Management July 2013 - Present
Freelance 2003 - Present
Duane Morris LLP June 2005 - May 2013
Women's Project 2008 - 2012
New York University 2000 - 2003
New World Theater 1998 - 2000
Skills
Theatre, Drama, Acting, Social Networking, Playwriting, Television, Stage, Film, Plays, Performing Arts, Comedy, Voice Acting, Shakespeare, Voice Over, Entertainment, Dialects, Screenwriting, Stage Combat, Dramaturgy, Event Planning, Social Media, Public Speaking, Nonprofits, Teaching, Dance, Improvisation, Short Films
Education
New York University 2000 — 2003
MFA, Acting
University of Massachusetts, Amherst 1998 — 2000
MA, English, Psychoanalytic Theory
James Madison University 1994 — 1998
BA, English
Douglas W. Hyman's Morgan Stanley Wealth Management Experience March 2009 - February 2013
Job Managing Partner Chicago Office at Beugelmans, LLP
Industry Financial Services
Experience
Beugelmans, LLP September 2015 - Present
DWH Legal Ltd. February 2013 - August 2015
Morgan Stanley Wealth Management March 2009 - February 2013
UBS Financial Services Inc. July 2007 - March 2009
DLA Piper US LLP 2003 - 2007
US Securities and Exchange Commission 2000 - 2003
Wildman Harrold 1996 - 2000
Skills
Commercial Litigation, Corporate Law, Securities Regulation, Securities Litigation, SEC, Compliance Procedures, FINRA, Risk Management, Compliance..., Corporate Governance, Corporate Internal..., Portfolio Management, Variable Annuities, Fixed Annuities, Indexed Annuities, Hedge Funds, Capital Markets, Mutual Funds, ETFs, Alternative Investments, Structured Products, Equities, Fixed Income, Insurance Brokerage, Options, Futures, Due Diligence, Securities, Investments, Litigation, Licensing, Fraud
Education
Indiana University School of Law—Bloomington 1993 — 1995
JD, with honors
Indiana University Bloomington 1988 — 1992
BA
Beugelmans, LLP September 2015 - Present
DWH Legal Ltd. February 2013 - August 2015
Morgan Stanley Wealth Management March 2009 - February 2013
UBS Financial Services Inc. July 2007 - March 2009
DLA Piper US LLP 2003 - 2007
US Securities and Exchange Commission 2000 - 2003
Wildman Harrold 1996 - 2000
Skills
Commercial Litigation, Corporate Law, Securities Regulation, Securities Litigation, SEC, Compliance Procedures, FINRA, Risk Management, Compliance..., Corporate Governance, Corporate Internal..., Portfolio Management, Variable Annuities, Fixed Annuities, Indexed Annuities, Hedge Funds, Capital Markets, Mutual Funds, ETFs, Alternative Investments, Structured Products, Equities, Fixed Income, Insurance Brokerage, Options, Futures, Due Diligence, Securities, Investments, Litigation, Licensing, Fraud
Education
Indiana University School of Law—Bloomington 1993 — 1995
JD, with honors
Indiana University Bloomington 1988 — 1992
BA
Danielle Maier Danielle Maier's Morgan Stanley Wealth Management Experience June 2014 - July 2014
Job Vice President of Membership Development at James Madison University Program Board
Industry Financial Services
Experience
University Program Board at James Madison University June 2015 - Present
Lockheed Martin May 2015 - July 2015
University Program Board at James Madison University May 2014 - May 2015
Morgan Stanley Wealth Management June 2014 - July 2014
The Radnor Hotel and Wayne Hotel September 2011 - June 2012
North Penn School District 2008 - 2011
Skills
Computer Hardware, Public Speaking, Event Planning, Microsoft Office, Social Media, Organization, Visual Basic, Teamwork, Microsoft Excel, Leadership, Access
Education
James Madison University 2012 — 2016
BBA Finance, Minor Computer Information Systems
University Program Board at James Madison University June 2015 - Present
Lockheed Martin May 2015 - July 2015
University Program Board at James Madison University May 2014 - May 2015
Morgan Stanley Wealth Management June 2014 - July 2014
The Radnor Hotel and Wayne Hotel September 2011 - June 2012
North Penn School District 2008 - 2011
Skills
Computer Hardware, Public Speaking, Event Planning, Microsoft Office, Social Media, Organization, Visual Basic, Teamwork, Microsoft Excel, Leadership, Access
Education
James Madison University 2012 — 2016
BBA Finance, Minor Computer Information Systems
Samantha Mandara Samantha Mandara's Morgan Stanley Wealth Management Experience November 2007 - April 2013
Job HR Specialist (Peoplefluent Administrator)
Industry Hospital & Health Care
Experience
Montefiore Information Technology May 2014 - Present
Morgan Stanley Wealth Management November 2007 - April 2013
The Bank of New York February 2005 - November 2007
Alimonti Law Offices, PC May 2003 - December 2005
Custom Staffing of Westchester December 2002 - May 2003
IBM February 1999 - May 2002
Skills
Onboarding, Microsoft Excel, Interviews, Customer Service, Microsoft Office, Microsoft Word, Human Resources, Recruiting, PeopleSoft, Administrative..., Applicant Tracking..., HRIS, Staffing Services, Employee Relations
Education
Berkeley College, White Plains 2002 — 2004
Bachelar of Arts, Business Management
Iona College 1996 — 1998
Montefiore Information Technology May 2014 - Present
Morgan Stanley Wealth Management November 2007 - April 2013
The Bank of New York February 2005 - November 2007
Alimonti Law Offices, PC May 2003 - December 2005
Custom Staffing of Westchester December 2002 - May 2003
IBM February 1999 - May 2002
Skills
Onboarding, Microsoft Excel, Interviews, Customer Service, Microsoft Office, Microsoft Word, Human Resources, Recruiting, PeopleSoft, Administrative..., Applicant Tracking..., HRIS, Staffing Services, Employee Relations
Education
Berkeley College, White Plains 2002 — 2004
Bachelar of Arts, Business Management
Iona College 1996 — 1998
Alexandra Hoffman's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Pricing Analyst at Black Knight Financial Services
Industry
Experience
Black Knight Financial Services October 2014 - Present
Morgan Stanley Wealth Management May 2014 - August 2014
First Pic Inc. May 2012 - August 2013
Skills
PowerPoint, Social Media, Data Analysis, Microsoft Excel, Microsoft Office, Market Research, Research, Microsoft Word, Access, Economics, Leadership, Financial Modeling, Financial Analysis, Analysis, Customer Service, Public Speaking
Education
Jacksonville University 2014 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Jacksonville University 2010 — 2014
Bachelor's Degree, Finance, Marketing, 3.99 cumulative GPA
Black Knight Financial Services October 2014 - Present
Morgan Stanley Wealth Management May 2014 - August 2014
First Pic Inc. May 2012 - August 2013
Skills
PowerPoint, Social Media, Data Analysis, Microsoft Excel, Microsoft Office, Market Research, Research, Microsoft Word, Access, Economics, Leadership, Financial Modeling, Financial Analysis, Analysis, Customer Service, Public Speaking
Education
Jacksonville University 2014 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Jacksonville University 2010 — 2014
Bachelor's Degree, Finance, Marketing, 3.99 cumulative GPA
Alex Ray's Morgan Stanley Wealth Management Experience April 2008 - June 2008
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2015 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo July 2012 - January 2015
Wells Fargo May 2011 - August 2011
Raymond James Financial Inc. June 2010 - August 2010
Morgan Stanley Wealth Management April 2008 - June 2008
Skills
Commercial Banking, Financial Modeling, Financial Analysis, Investments, Finance, Financial Services, Credit Analysis, Credit, Financial Risk
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Finance
Cranbrook Kingswood 2005 — 2008
Wells Fargo May 2015 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo July 2012 - January 2015
Wells Fargo May 2011 - August 2011
Raymond James Financial Inc. June 2010 - August 2010
Morgan Stanley Wealth Management April 2008 - June 2008
Skills
Commercial Banking, Financial Modeling, Financial Analysis, Investments, Finance, Financial Services, Credit Analysis, Credit, Financial Risk
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Finance
Cranbrook Kingswood 2005 — 2008
Carissa Isbell Carissa Isbell's Morgan Stanley Wealth Management Experience May 2005 - October 2005
Job Claim Manager at Pekin Insurance
Industry Insurance
Experience
Pekin Life Insurance Company October 2005 - Present
Morgan Stanley Wealth Management May 2005 - October 2005
Prudential/Snyder Commercial Real Estate Services January 2005 - May 2005
Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Health Insurance, Benefits Administration, Qualified Retirement..., Claims Management, Employee Engagement, Casualty, Claim
Education
Illinois State University 2003 — 2005
Bachelor of Science (BS), Business Administration, Business Information Systems
Illinois Central College 2001 — 2003
Accounting/Business Management
Pekin Life Insurance Company October 2005 - Present
Morgan Stanley Wealth Management May 2005 - October 2005
Prudential/Snyder Commercial Real Estate Services January 2005 - May 2005
Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Health Insurance, Benefits Administration, Qualified Retirement..., Claims Management, Employee Engagement, Casualty, Claim
Education
Illinois State University 2003 — 2005
Bachelor of Science (BS), Business Administration, Business Information Systems
Illinois Central College 2001 — 2003
Accounting/Business Management
Samantha Koch, MBA Samantha Koch, MBA's Morgan Stanley Wealth Management Experience December 2010 - Present
Job Registered Client Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Risk Management, Access, Financial Analysis, Account Management, Alternative Investments, Series 63, Uniform Combined State..., Analysis, Social Media, Series 7, Budgets, Banking, Finance, Mutual Funds, Securities, Bloomberg, Equities, Wealth Management, Fixed Income, Asset Allocation, Investment Advisory, Hedge Funds, Investment Strategies, Asset Management
Education
Iona College 2009 — 2011
Master of Business Administration (M.B.A.)
Iona College 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley Wealth Management December 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Risk Management, Access, Financial Analysis, Account Management, Alternative Investments, Series 63, Uniform Combined State..., Analysis, Social Media, Series 7, Budgets, Banking, Finance, Mutual Funds, Securities, Bloomberg, Equities, Wealth Management, Fixed Income, Asset Allocation, Investment Advisory, Hedge Funds, Investment Strategies, Asset Management
Education
Iona College 2009 — 2011
Master of Business Administration (M.B.A.)
Iona College 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Diane Cruz Diane Cruz's Morgan Stanley Wealth Management Experience September 2005 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2005 - Present
Thomson Financial - Banking and Wealth Management 2003 - 2005
Virtual Network Technolgies, Inc. 2000 - 2002
Walker Digital Inc 1999 - 2000
Lehman Brothers 1997 - 1999
Donaldson, Lufkin & Jenrette 1996 - 1997
Skills
Wealth Management, Alternative Investments, Financial Markets, Capital Markets, Financial Services, Fixed Income, Portfolio Management, Leadership, Management, Investment Banking, Enterprise IT Strategy, Trading Systems, Strategy, Offshore Resource..., Risk Management, Financial Analysis, Business Development, Business Analysis, Series 7, Investments
Education
Stevens Institute of Technology 2008 — 2010
Master's Degree, Management Information Systems, General
Hofstra University 1992 — 1996
Bachelor of Business Administration (BBA), International Business and Finance
Morgan Stanley Wealth Management September 2005 - Present
Thomson Financial - Banking and Wealth Management 2003 - 2005
Virtual Network Technolgies, Inc. 2000 - 2002
Walker Digital Inc 1999 - 2000
Lehman Brothers 1997 - 1999
Donaldson, Lufkin & Jenrette 1996 - 1997
Skills
Wealth Management, Alternative Investments, Financial Markets, Capital Markets, Financial Services, Fixed Income, Portfolio Management, Leadership, Management, Investment Banking, Enterprise IT Strategy, Trading Systems, Strategy, Offshore Resource..., Risk Management, Financial Analysis, Business Development, Business Analysis, Series 7, Investments
Education
Stevens Institute of Technology 2008 — 2010
Master's Degree, Management Information Systems, General
Hofstra University 1992 — 1996
Bachelor of Business Administration (BBA), International Business and Finance
Dana Brandes Dana Brandes's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Merrill Lynch February 2011 - January 2013
Merrill Lynch September 2006 - November 2010
BANC OF AMERICA INVESTMENT SERVICES, INC September 2006 - December 2009
PERSONAL ASSET STRATEGIES, INC April 2005 - August 2006
Smith Barney 2001 - 2005
Skills
Series 7, Series 63, Financial Services
Education
Hofstra University 1982 — 1986
B.B.A, Banking, Finance, and Investments
Morgan Stanley Wealth Management January 2013 - Present
Merrill Lynch February 2011 - January 2013
Merrill Lynch September 2006 - November 2010
BANC OF AMERICA INVESTMENT SERVICES, INC September 2006 - December 2009
PERSONAL ASSET STRATEGIES, INC April 2005 - August 2006
Smith Barney 2001 - 2005
Skills
Series 7, Series 63, Financial Services
Education
Hofstra University 1982 — 1986
B.B.A, Banking, Finance, and Investments
Robert Namar Robert Namar's Morgan Stanley Wealth Management Experience January 2011 - Present
Job Editor: Consulting Content Developer, Digital Marketing and Social Media Strategist for Morgan Stanley Wealth Management
Industry Marketing and Advertising
Experience
Morgan Stanley Wealth Management January 2011 - Present
NAMARKETER.com May 2010 - Present
eFinancialCareers June 2011 - January 2013
Deloitte & Touche December 2010 - October 2011
Clark Consulting June 2009 - March 2011
UBS Wealth Management October 2007 - May 2009
Merrill Lynch June 1999 - September 2007
Merrill Lynch 1999 - 2001
The Lunar Group 1997 - 1999
DoubleClick, Inc. 1994 - 1996
Skills
Online Marketing, Public Relations, Advertising, Promotions, Publications, Direct Mail, Corporate Communications, Writing, Blogging, Social Media, Marketing Communications, Marketing Strategy, Event Management, Internal Communications, Strategic Communications, Baseball, Copywriting, Social Media Marketing, Brand Development, Digital Marketing, Editing, Email Marketing, Integrated Marketing, B2B, Public Speaking, Social Networking, Event Planning, Content Management, Content Development, Non-profits, Press Releases, Newsletters, Thought Leadership, Content Strategy, Management, Web Content, Marketing, Leadership, Editorial, Magazines, Strategy, Digital Strategy, Media Relations, Digital Media, Direct Marketing, Copy Editing, Multimedia, Content Marketing, New Media, SEO
Education
The University of Texas at Austin 1981 — 1983
Secondary Ed., Teaching of English
Hope College 1974 — 1978
B.A., Communication
Morristown-Beard School
Burns Trophy recepient
Morgan Stanley Wealth Management January 2011 - Present
NAMARKETER.com May 2010 - Present
eFinancialCareers June 2011 - January 2013
Deloitte & Touche December 2010 - October 2011
Clark Consulting June 2009 - March 2011
UBS Wealth Management October 2007 - May 2009
Merrill Lynch June 1999 - September 2007
Merrill Lynch 1999 - 2001
The Lunar Group 1997 - 1999
DoubleClick, Inc. 1994 - 1996
Skills
Online Marketing, Public Relations, Advertising, Promotions, Publications, Direct Mail, Corporate Communications, Writing, Blogging, Social Media, Marketing Communications, Marketing Strategy, Event Management, Internal Communications, Strategic Communications, Baseball, Copywriting, Social Media Marketing, Brand Development, Digital Marketing, Editing, Email Marketing, Integrated Marketing, B2B, Public Speaking, Social Networking, Event Planning, Content Management, Content Development, Non-profits, Press Releases, Newsletters, Thought Leadership, Content Strategy, Management, Web Content, Marketing, Leadership, Editorial, Magazines, Strategy, Digital Strategy, Media Relations, Digital Media, Direct Marketing, Copy Editing, Multimedia, Content Marketing, New Media, SEO
Education
The University of Texas at Austin 1981 — 1983
Secondary Ed., Teaching of English
Hope College 1974 — 1978
B.A., Communication
Morristown-Beard School
Burns Trophy recepient
Gannon, Eileen's Morgan Stanley Wealth Management Experience August 1998 - September 2012
Job Vice President of Corporate Communications and Investor Relations at Workiva
Industry Financial Services
Experience
Workiva September 2012 - Present
Morgan Stanley Wealth Management August 1998 - September 2012
Ink Publishing January 1987 - September 2012
Variety - The Children's Charity August 1995 - August 1998
Environmental Working Group April 1993 - August 1995
Iowa Natural Heritage Foundation December 1991 - April 1993
Iowa State University August 1989 - December 1991
Journal of Soil and Water Conservation December 1986 - August 1989
Skills
Wdesk, Corporate Communications, Strategic Communications, Public Relations, Strategic Planning, Marketing, Investor Relations, Strategy, Marketing Communications, Social Media, Marketing Strategy, Social Media Marketing, Integrated Marketing, Press Releases, Advertising, Internal Communications, Media Relations, Crisis Communications, Digital Marketing, Copywriting, Market Research, Digital Media, Event Management
Education
Iowa State University - College of Business 1989 — 1991
Master of Business Administration (M.B.A.), International Finance
Iowa State University 1983 — 1986
Bachelor of Science (B.S.), Journalism
Workiva September 2012 - Present
Morgan Stanley Wealth Management August 1998 - September 2012
Ink Publishing January 1987 - September 2012
Variety - The Children's Charity August 1995 - August 1998
Environmental Working Group April 1993 - August 1995
Iowa Natural Heritage Foundation December 1991 - April 1993
Iowa State University August 1989 - December 1991
Journal of Soil and Water Conservation December 1986 - August 1989
Skills
Wdesk, Corporate Communications, Strategic Communications, Public Relations, Strategic Planning, Marketing, Investor Relations, Strategy, Marketing Communications, Social Media, Marketing Strategy, Social Media Marketing, Integrated Marketing, Press Releases, Advertising, Internal Communications, Media Relations, Crisis Communications, Digital Marketing, Copywriting, Market Research, Digital Media, Event Management
Education
Iowa State University - College of Business 1989 — 1991
Master of Business Administration (M.B.A.), International Finance
Iowa State University 1983 — 1986
Bachelor of Science (B.S.), Journalism
Aiden Dekidjiev Aiden Dekidjiev's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Student at University at Buffalo
Industry
Experience
Morgan Stanley Wealth Management June 2014 - August 2014
North End Quality Meats February 2011 - June 2012
Legal Sea Foods June 2011 - September 2011
Skills
Time Management, Strategic Planning, Organizational..., Finance
Education
State University of New York at Buffalo 2013 — 2016
Indiana University Bloomington 2012 — 2013
Morgan Stanley Wealth Management June 2014 - August 2014
North End Quality Meats February 2011 - June 2012
Legal Sea Foods June 2011 - September 2011
Skills
Time Management, Strategic Planning, Organizational..., Finance
Education
State University of New York at Buffalo 2013 — 2016
Indiana University Bloomington 2012 — 2013
Albert Abbatiello, MBA Albert Abbatiello, MBA's Morgan Stanley Wealth Management Experience August 2013 - November 2014
Job Management Information Reporting at Noble Americas Corp.
Industry Financial Services
Experience
Noble Americas Corp. November 2014 - Present
Morgan Stanley Wealth Management August 2013 - November 2014
Morgan Stanley November 2011 - August 2013
AllianceBernstein August 2011 - November 2011
Chase Bank 2010 - March 2011
Skills
Financial Modeling, Financial Analysis, Fixed Income, Financial Accounting, Financial Services, Budgeting, Bloomberg, Customer Relations, Vlookup, Pivot Tables, Sales, Microsoft Office, Excel, Word, Access, PowerPoint, Accounts Receivable, Essbase, Mas 90, Forecasting, General Ledger, Metrics, Asset Management, Billing Process, Accounting
Education
Iona College 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Iona College 2004 — 2008
BBA, Finance
Noble Americas Corp. November 2014 - Present
Morgan Stanley Wealth Management August 2013 - November 2014
Morgan Stanley November 2011 - August 2013
AllianceBernstein August 2011 - November 2011
Chase Bank 2010 - March 2011
Skills
Financial Modeling, Financial Analysis, Fixed Income, Financial Accounting, Financial Services, Budgeting, Bloomberg, Customer Relations, Vlookup, Pivot Tables, Sales, Microsoft Office, Excel, Word, Access, PowerPoint, Accounts Receivable, Essbase, Mas 90, Forecasting, General Ledger, Metrics, Asset Management, Billing Process, Accounting
Education
Iona College 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Iona College 2004 — 2008
BBA, Finance
Katie McAloney Katie McAloney's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Therapeutic Services, Inc. July 2003 - June 2013
Skills
Alternative Investments, Financial Services, Microsoft Excel, Series 7
Education
Hofstra University 1999 — 2002
Edward R. Murrow High School 1995 — 1999
Morgan Stanley Wealth Management June 2013 - Present
Therapeutic Services, Inc. July 2003 - June 2013
Skills
Alternative Investments, Financial Services, Microsoft Excel, Series 7
Education
Hofstra University 1999 — 2002
Edward R. Murrow High School 1995 — 1999
Danny Birdsall Danny Birdsall's Morgan Stanley Wealth Management Experience June 2009 - Present
Job Executive Director at Morgan Stanley Enterprise Infrastructure
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Skills
Project Management, Leadership Development, Business Development, Management, Leadership, Change Management, IT Strategy, Software Project..., Process Improvement, Project Portfolio..., Business Analysis, Financial Services, Risk Management, Strategy, Vendor Management
Education
Pace University - Lubin School of Business 2003 — 2006
Master of Business Administration (MBA)
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (BA)
Morgan Stanley Wealth Management June 2009 - Present
Skills
Project Management, Leadership Development, Business Development, Management, Leadership, Change Management, IT Strategy, Software Project..., Process Improvement, Project Portfolio..., Business Analysis, Financial Services, Risk Management, Strategy, Vendor Management
Education
Pace University - Lubin School of Business 2003 — 2006
Master of Business Administration (MBA)
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (BA)
Conor Miller's Morgan Stanley Wealth Management Experience May 2014 - March 2015
Job LPL Financial Sales Consultant
Industry Financial Services
Experience
LPL Financial June 2015 - Present
Morgan Stanley Wealth Management May 2014 - March 2015
Realty Capital Securities October 2013 - April 2014
Destra Capital Investments June 2013 - October 2013
MetLife July 2001 - November 2012
MetLife July 2001 - April 2010
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Public Speaking
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (B.A.), History
The Haverford School 1993 — 1997
The Episcopal High School 1994 — 1996
LPL Financial June 2015 - Present
Morgan Stanley Wealth Management May 2014 - March 2015
Realty Capital Securities October 2013 - April 2014
Destra Capital Investments June 2013 - October 2013
MetLife July 2001 - November 2012
MetLife July 2001 - April 2010
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Public Speaking
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (B.A.), History
The Haverford School 1993 — 1997
The Episcopal High School 1994 — 1996
Vito Tartamella Vito Tartamella's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Regional Surveillance Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Accommodations Plus International August 2010 - October 2012
Accommodations Plus International July 2003 - August 2010
Accommodations Plus International September 2002 - June 2003
Skills
Management, Hotels, Airlines, Forecasting, Training, Leisure, Sales, Project Management, Customer Service, Project Planning, Team Management, Microsoft Excel, Integration, Transportation, Business Process
Education
Hofstra University 2006 — 2009
B.A, Business Management
Morgan Stanley Wealth Management August 2013 - Present
Accommodations Plus International August 2010 - October 2012
Accommodations Plus International July 2003 - August 2010
Accommodations Plus International September 2002 - June 2003
Skills
Management, Hotels, Airlines, Forecasting, Training, Leisure, Sales, Project Management, Customer Service, Project Planning, Team Management, Microsoft Excel, Integration, Transportation, Business Process
Education
Hofstra University 2006 — 2009
B.A, Business Management
Jim Schenck's Morgan Stanley Wealth Management Experience June 2002 - June 2006
Job Senior Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2006 - Present
Morgan Stanley Wealth Management June 2002 - June 2006
Prudential Financial January 1999 - June 2002
Skills
Wealth Management, Strategic Financial...
Education
Indiana University-Purdue University at Indianapolis 1991 — 1996
Bachelor of Science (B.S.), Accounting
Merrill Lynch June 2006 - Present
Morgan Stanley Wealth Management June 2002 - June 2006
Prudential Financial January 1999 - June 2002
Skills
Wealth Management, Strategic Financial...
Education
Indiana University-Purdue University at Indianapolis 1991 — 1996
Bachelor of Science (B.S.), Accounting
Joel Queck Joel Queck's Morgan Stanley Wealth Management Experience January 1987 - January 1990
Job Financial Advisor Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 1990 - Present
Morgan Stanley Wealth Management January 1987 - January 1990
Alexander Proudfoot September 1986 - December 1986
INTL FCStone Inc. June 1983 - June 1986
Skills
Series 7, Series 63, Wealth Management, Asset Allocation, Uniform Combined State..., Retirement Planning, Series 65, Mutual Funds, Investments, Portfolio Management, Alternative Investments, Strategic Financial..., 401k
Education
Iowa State University 1979 — 1983
BS, Agricultual Business, Economics
Wells Fargo Advisors January 1990 - Present
Morgan Stanley Wealth Management January 1987 - January 1990
Alexander Proudfoot September 1986 - December 1986
INTL FCStone Inc. June 1983 - June 1986
Skills
Series 7, Series 63, Wealth Management, Asset Allocation, Uniform Combined State..., Retirement Planning, Series 65, Mutual Funds, Investments, Portfolio Management, Alternative Investments, Strategic Financial..., 401k
Education
Iowa State University 1979 — 1983
BS, Agricultual Business, Economics
Jared Mullin's Morgan Stanley Wealth Management Experience January 2014 - May 2014
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2015 - Present
AXA Advisors September 2014 - December 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Hofstra University September 2012 - May 2014
Hofstra University Resident Student Association January 2012 - May 2013
Skills
Accounting, Microsoft Office, Quicken, Microsoft Excel, Economics, Networking, Customer Service, Windows, Budgets, Management, Finance, Time Management, Teamwork, Public Speaking, QuickBooks, PowerPoint, Microsoft Word, Facebook, Social Media, Event Planning, Social Networking, Research, Leadership, Fundraising, Analysis, Event Management, Data Analysis, Public Relations, Marketing, Financial Analysis, Team Leadership, Statistics, Editing, Nonprofits, Team Building, Community Outreach, Budgeting, Financial Modeling, Policy, Sales
Education
Hofstra University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Cumulative GPA: 3.56/4.0; Major GPA: 3.77/4.0
Montville High School 2007 — 2011
AXA Advisors January 2015 - Present
AXA Advisors September 2014 - December 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Hofstra University September 2012 - May 2014
Hofstra University Resident Student Association January 2012 - May 2013
Skills
Accounting, Microsoft Office, Quicken, Microsoft Excel, Economics, Networking, Customer Service, Windows, Budgets, Management, Finance, Time Management, Teamwork, Public Speaking, QuickBooks, PowerPoint, Microsoft Word, Facebook, Social Media, Event Planning, Social Networking, Research, Leadership, Fundraising, Analysis, Event Management, Data Analysis, Public Relations, Marketing, Financial Analysis, Team Leadership, Statistics, Editing, Nonprofits, Team Building, Community Outreach, Budgeting, Financial Modeling, Policy, Sales
Education
Hofstra University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Cumulative GPA: 3.56/4.0; Major GPA: 3.77/4.0
Montville High School 2007 — 2011
Jeff Hale's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Marketing & Communications Intern
Industry Public Policy
Experience
Americans United for Life September 2015 - Present
First Financial Group May 2015 - July 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Fellowship of Christian Athletes May 2013 - July 2013
Discovery Communications May 2012 - August 2012
Skills
Social Media, Public Relations, Fundraising, Community Outreach, Leadership, Microsoft Excel, Microsoft Office, Social Media Marketing, Event Management, PowerPoint, Press Releases, Teamwork, Marketing, Microsoft Word, Media Relations, Strategic Communications, Public Speaking, Bloomberg Terminal, Managerial Finance, Social Networking, Event Planning, Customer Service, Sales, Photoshop, Twitter, Communication, Finance, Marketing Communications, Nonprofits, Blogging, Investments
Education
High Point University 2011 — 2015
Bachelor’s Degree, Business Administration
Georgetown Preparatory School 2007 — 2011
High School
Americans United for Life September 2015 - Present
First Financial Group May 2015 - July 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Fellowship of Christian Athletes May 2013 - July 2013
Discovery Communications May 2012 - August 2012
Skills
Social Media, Public Relations, Fundraising, Community Outreach, Leadership, Microsoft Excel, Microsoft Office, Social Media Marketing, Event Management, PowerPoint, Press Releases, Teamwork, Marketing, Microsoft Word, Media Relations, Strategic Communications, Public Speaking, Bloomberg Terminal, Managerial Finance, Social Networking, Event Planning, Customer Service, Sales, Photoshop, Twitter, Communication, Finance, Marketing Communications, Nonprofits, Blogging, Investments
Education
High Point University 2011 — 2015
Bachelor’s Degree, Business Administration
Georgetown Preparatory School 2007 — 2011
High School
Cassie Hoz Cassie Hoz's Morgan Stanley Wealth Management Experience March 2012 - July 2013
Job Market Intelligence and Strategy Development
Industry Market Research
Experience
Euromonitor International December 2014 - Present
IE School of Social and Behavioral Sciences August 2013 - July 2014
Morgan Stanley Wealth Management March 2012 - July 2013
Aspen Heights July 2011 - March 2012
Plains All American June 2011 - July 2011
Bateman Group October 2010 - March 2011
Academic Distinction Fund September 2010 - December 2010
Skills
Public Relations, Social Media Marketing, Market Research, Advertising, Management, Leadership, Fundraising, Customer Service, Facebook, Marketing Strategy, Event Management, Sales, Campaigns, Social Networking, Research, Budgets, Marketing Communications, Innovation, Non-profit Leadership, Media Relations, Press Releases, Promotions, New Business Development, Strategic Planning, SPSS, Salesforce.com, Qualtrics, Qualitative &...
Education
IE Business School 2013 — 2014
Master's degree, Market Research and Consumer Behavior
Louisiana State University 2006 — 2011
BA, Mass Communication
Euromonitor International December 2014 - Present
IE School of Social and Behavioral Sciences August 2013 - July 2014
Morgan Stanley Wealth Management March 2012 - July 2013
Aspen Heights July 2011 - March 2012
Plains All American June 2011 - July 2011
Bateman Group October 2010 - March 2011
Academic Distinction Fund September 2010 - December 2010
Skills
Public Relations, Social Media Marketing, Market Research, Advertising, Management, Leadership, Fundraising, Customer Service, Facebook, Marketing Strategy, Event Management, Sales, Campaigns, Social Networking, Research, Budgets, Marketing Communications, Innovation, Non-profit Leadership, Media Relations, Press Releases, Promotions, New Business Development, Strategic Planning, SPSS, Salesforce.com, Qualtrics, Qualitative &...
Education
IE Business School 2013 — 2014
Master's degree, Market Research and Consumer Behavior
Louisiana State University 2006 — 2011
BA, Mass Communication
Michael Chiappetta Michael Chiappetta's Morgan Stanley Wealth Management Experience April 2012 - March 2013
Job Pricing Analyst
Industry Financial Services
Experience
Bernstein Private Wealth Management March 2015 - September 2015
UBS December 2013 - June 2014
Glencore July 2013 - November 2013
Morgan Stanley Wealth Management April 2012 - March 2013
Putnam Eletric August 2007 - August 2011
Greenwich Country Club May 2009 - May 2011
Education
Iona College 2007 — 2012
Bachelor of Business Administration (BBA), Finance, Undergrade
Bernstein Private Wealth Management March 2015 - September 2015
UBS December 2013 - June 2014
Glencore July 2013 - November 2013
Morgan Stanley Wealth Management April 2012 - March 2013
Putnam Eletric August 2007 - August 2011
Greenwich Country Club May 2009 - May 2011
Education
Iona College 2007 — 2012
Bachelor of Business Administration (BBA), Finance, Undergrade
J. Andrew Morgan's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Recent graduate pursuing law school
Industry Law Practice
Experience
Goodwin Procter LLP June 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - May 2014
Southern Tide August 2011 - May 2014
Delta Sigma Phi Fraternity February 2011 - May 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Drohan Tocchio & Morgan December 2011 - June 2013
Paydiant June 2012 - August 2012
Skills
Social Networking, Public Speaking, Event Planning, Fundraising, Social Media Marketing, Public Relations, Event Management, Leadership, Research, Advertising, Teamwork, Customer Service, Team Leadership, Strategic Planning, Facebook, Commutations, Time Management
Education
High Point University 2010 — 2014
B.S.B.A., Economics and Business Administration, Junior
Boston College High School 2006 — 2010
Diploma
Goodwin Procter LLP June 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - May 2014
Southern Tide August 2011 - May 2014
Delta Sigma Phi Fraternity February 2011 - May 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Drohan Tocchio & Morgan December 2011 - June 2013
Paydiant June 2012 - August 2012
Skills
Social Networking, Public Speaking, Event Planning, Fundraising, Social Media Marketing, Public Relations, Event Management, Leadership, Research, Advertising, Teamwork, Customer Service, Team Leadership, Strategic Planning, Facebook, Commutations, Time Management
Education
High Point University 2010 — 2014
B.S.B.A., Economics and Business Administration, Junior
Boston College High School 2006 — 2010
Diploma
Don Ragains's Morgan Stanley Wealth Management Experience December 2013 - Present
Job Vice President, Complex Business Service Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2013 - Present
Morgan Stanley Wealth Management September 2000 - December 2013
Morgan Stanley March 2000 - June 2009
Morgan Stanley March 2000 - July 2007
Skills
Financial Services, Management, Insurance, Series 7, Securities, Equities, Uniform Combined State..., Customer Service, Asset Management, Leadership, Wealth Management, Investments, Strategic Planning, Finance, Financial Risk
Education
Indiana University-Southeast 2000 — 2005
Floyd Central
Morgan Stanley Wealth Management December 2013 - Present
Morgan Stanley Wealth Management September 2000 - December 2013
Morgan Stanley March 2000 - June 2009
Morgan Stanley March 2000 - July 2007
Skills
Financial Services, Management, Insurance, Series 7, Securities, Equities, Uniform Combined State..., Customer Service, Asset Management, Leadership, Wealth Management, Investments, Strategic Planning, Finance, Financial Risk
Education
Indiana University-Southeast 2000 — 2005
Floyd Central
Sarah L. Ellis's Morgan Stanley Wealth Management Experience May 2014 - May 2015
Job Client Service Associate
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley Wealth Management May 2014 - May 2015
JPMorgan Chase September 2009 - April 2014
L.A. Tan August 2007 - August 2009
Skills
Organizational..., Product Development, Problem Solving, Strategic Planning, Microsoft Office, Customer Service, Banking, Marketing Communications, Leadership, Marketing, Sales, Finance, Management, Time Management, Customer Satisfaction, PowerPoint, Insurance, Account Management, New Business Development, Marketing Strategy, Credit, Event Management, Strategy, Investments, Financial Services, Business Planning, Outlook, Microsoft Word, Teamwork, Financial Analysis, CRM, Microsoft Excel, Sales Management, Cold Calling, Business Development, Portfolio Management, Sales Process, Process Improvement
Education
Illinois State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Psychology
Downers Grove North
High School Diploma
Morgan Stanley May 2015 - Present
Morgan Stanley Wealth Management May 2014 - May 2015
JPMorgan Chase September 2009 - April 2014
L.A. Tan August 2007 - August 2009
Skills
Organizational..., Product Development, Problem Solving, Strategic Planning, Microsoft Office, Customer Service, Banking, Marketing Communications, Leadership, Marketing, Sales, Finance, Management, Time Management, Customer Satisfaction, PowerPoint, Insurance, Account Management, New Business Development, Marketing Strategy, Credit, Event Management, Strategy, Investments, Financial Services, Business Planning, Outlook, Microsoft Word, Teamwork, Financial Analysis, CRM, Microsoft Excel, Sales Management, Cold Calling, Business Development, Portfolio Management, Sales Process, Process Improvement
Education
Illinois State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Psychology
Downers Grove North
High School Diploma
Dwight Erskine Dwight Erskine's Morgan Stanley Wealth Management Experience 2000 - 2001
Job Sales and Service Delivery Executive
Industry Management Consulting
Experience
Synergetics Installations Worldwide, Inc. June 2010 - Present
Stuart Dean Company January 2008 - June 2010
Stuart Dean Company July 2007 - January 2008
Stuart Dean Company July 2006 - January 2008
Stuart Dean Company June 2005 - June 2006
Stuart Dean Company March 2004 - May 2005
Stuart Dean Company March 2001 - February 2004
Morgan Stanley Wealth Management 2000 - 2001
Chemtech Limited (now Crystal Equation Corporation) 2000 - 2000
Skills
Process Improvement, Six Sigma, Operations Management, Change Management, Project Management, Problem Solving, Business Planning, Business Transformation, Analysis, Business Process..., Management, Salesforce.com..., Software Sales, Sales, Sales Management, CRM, Sales Operations, Customer Service, Outsourcing, Account Management, Continuous Improvement, Program Management, Operational Excellence, Business Analysis, Management Consulting, Process Engineering, Supply Chain, SAP, Vendor Management, Negotiation, Business Management, Cost Reduction, Lean, Microsoft Office, Microsoft NAV, Microsoft Project, Operations Consulting, OSHA 30 Hour, PMP, Salesforce.com, Service Operations, ERP, Forecasting, Project Planning, Business Process, Contract Management
Education
Project Management International 2010 — 2010
Project Management Fundamentals, Project Managment
Northwestern University 2008 — 2008
Foundations of Project Management
Illinois State University 1995 — 2000
B.S., Corporate Finance
Synergetics Installations Worldwide, Inc. June 2010 - Present
Stuart Dean Company January 2008 - June 2010
Stuart Dean Company July 2007 - January 2008
Stuart Dean Company July 2006 - January 2008
Stuart Dean Company June 2005 - June 2006
Stuart Dean Company March 2004 - May 2005
Stuart Dean Company March 2001 - February 2004
Morgan Stanley Wealth Management 2000 - 2001
Chemtech Limited (now Crystal Equation Corporation) 2000 - 2000
Skills
Process Improvement, Six Sigma, Operations Management, Change Management, Project Management, Problem Solving, Business Planning, Business Transformation, Analysis, Business Process..., Management, Salesforce.com..., Software Sales, Sales, Sales Management, CRM, Sales Operations, Customer Service, Outsourcing, Account Management, Continuous Improvement, Program Management, Operational Excellence, Business Analysis, Management Consulting, Process Engineering, Supply Chain, SAP, Vendor Management, Negotiation, Business Management, Cost Reduction, Lean, Microsoft Office, Microsoft NAV, Microsoft Project, Operations Consulting, OSHA 30 Hour, PMP, Salesforce.com, Service Operations, ERP, Forecasting, Project Planning, Business Process, Contract Management
Education
Project Management International 2010 — 2010
Project Management Fundamentals, Project Managment
Northwestern University 2008 — 2008
Foundations of Project Management
Illinois State University 1995 — 2000
B.S., Corporate Finance
Kim Grubisich Kim Grubisich's Morgan Stanley Wealth Management Experience January 2013 - November 2013
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management January 2013 - November 2013
Skills
Financial Analysis, Asset Allocation, Wealth Management, Teamwork, Customer Service
Education
San Jose State University 2012 — 2015
Bachelor's Degree, Corporate Financial Management
Archbishop Mitty
Illinois Institute of Technology
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management January 2013 - November 2013
Skills
Financial Analysis, Asset Allocation, Wealth Management, Teamwork, Customer Service
Education
San Jose State University 2012 — 2015
Bachelor's Degree, Corporate Financial Management
Archbishop Mitty
Illinois Institute of Technology
Howard I. Kaslow Howard I. Kaslow's Morgan Stanley Wealth Management Experience August 2002 - Present
Job Vice President, Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2002 - Present
Gruntal & Co., LLC October 1985 - August 2002
Herzfeld & Stern November 1983 - October 1985
Skills
Asset Allocation, Commercial Real Estate, Customer Service
Education
Ithaca College 1978 — 1982
BS
Abington High School 1975 — 1978
Morgan Stanley Wealth Management August 2002 - Present
Gruntal & Co., LLC October 1985 - August 2002
Herzfeld & Stern November 1983 - October 1985
Skills
Asset Allocation, Commercial Real Estate, Customer Service
Education
Ithaca College 1978 — 1982
BS
Abington High School 1975 — 1978
Jesse Bloom's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management May 2013 - Present
Kelley School of Business at Indiana University 2011 - 2015
Nero's Grille May 2011 - August 2011
Calabria Pizzeria September 2010 - March 2011
David Kramer Tennis Academy June 2010 - August 2010
Linsco Private Ledger May 2010 - August 2010
High Country Sports January 2007 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Facebook, Social Networking, Customer Service, Access, Financial Analysis, Teamwork, Social Media Marketing, Public Speaking, Financial Modeling, Marketing, Research, Photoshop, Leadership, Event Planning, Finance, Time Management, Data Analysis
Education
Indiana University Bloomington 2011 — 2015
Universita Commerciale 'Luigi Bocconi' 2014 — 2014
Semester Abroad, Finance
London School of Economics 2013 — 2013
Summer School, Economics
Livingston High School 2007 — 2011
Diploma
Mix 'Em Up Bar Tending School 2010 — 2010
Certified Mixologist, 4.0
Morgan Stanley Wealth Management May 2013 - Present
Kelley School of Business at Indiana University 2011 - 2015
Nero's Grille May 2011 - August 2011
Calabria Pizzeria September 2010 - March 2011
David Kramer Tennis Academy June 2010 - August 2010
Linsco Private Ledger May 2010 - August 2010
High Country Sports January 2007 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Facebook, Social Networking, Customer Service, Access, Financial Analysis, Teamwork, Social Media Marketing, Public Speaking, Financial Modeling, Marketing, Research, Photoshop, Leadership, Event Planning, Finance, Time Management, Data Analysis
Education
Indiana University Bloomington 2011 — 2015
Universita Commerciale 'Luigi Bocconi' 2014 — 2014
Semester Abroad, Finance
London School of Economics 2013 — 2013
Summer School, Economics
Livingston High School 2007 — 2011
Diploma
Mix 'Em Up Bar Tending School 2010 — 2010
Certified Mixologist, 4.0
Benjamin Firebaugh Benjamin Firebaugh's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Sales Representative at Smith and Stevenson
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
DICK'S Sporting Goods December 2009 - Present
Smith and Stevenson November 2014 - July 2015
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, English, Windows, AutoCAD, Team Leadership, Sales
Education
James Madison University - College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Newberry College 2010 — 2012
Bachelor's Degree, Business Administration and Management, General
Morgan Stanley July 2015 - Present
DICK'S Sporting Goods December 2009 - Present
Smith and Stevenson November 2014 - July 2015
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, English, Windows, AutoCAD, Team Leadership, Sales
Education
James Madison University - College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Newberry College 2010 — 2012
Bachelor's Degree, Business Administration and Management, General
Nancy Legg Nancy Legg's Morgan Stanley Wealth Management Experience March 2013 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
CK Franchising, Inc. November 2008 - March 2013
MFS Investment Management 1987 - 1994
New England Financial 1986 - 1987
The Boston Company 1985 - 1986
Skills
PowerPoint, Microsoft Excel, Outlook, Public Speaking, Benefits Administration, Budgets, Customer Service
Education
Ithaca College 1981 — 1985
Bachelor of Science (B.S.), Finance, General
Morgan Stanley Wealth Management March 2013 - Present
CK Franchising, Inc. November 2008 - March 2013
MFS Investment Management 1987 - 1994
New England Financial 1986 - 1987
The Boston Company 1985 - 1986
Skills
PowerPoint, Microsoft Excel, Outlook, Public Speaking, Benefits Administration, Budgets, Customer Service
Education
Ithaca College 1981 — 1985
Bachelor of Science (B.S.), Finance, General
Meredith Tapper Meredith Tapper's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Law Practice
Experience
Morgan Stanley Wealth Management March 2014 - Present
Torys LLP (New York) September 2012 - March 2014
Mayer Brown LLP October 2009 - September 2012
Australian Refugee Association February 2010 - August 2010
Special Representative of the Secretary General of the United Nations for Business and Human Rights August 2009 - February 2010
Securities and Exchange Commission May 2007 - August 2007
Onex May 2006 - August 2006
Skills
Securities Lending, High Net Worth..., Private Banking, Finance, Banking, Structured Finance, Leveraged Finance, Cross-border..., Capital Markets, Private Equity, Corporate Law, Credit, Financial Institutions, Loans, Restructuring, Consumer Lending, Securities Regulation
Education
The University of Western Ontario 2006 — 2009
J.D.
The University of Western Ontario - Richard Ivey School of Business 2003 — 2009
Honours Business Administration, Dean's List, Graduation with Honours
Balmoral Hall
Balmoral Hall
Morgan Stanley Wealth Management March 2014 - Present
Torys LLP (New York) September 2012 - March 2014
Mayer Brown LLP October 2009 - September 2012
Australian Refugee Association February 2010 - August 2010
Special Representative of the Secretary General of the United Nations for Business and Human Rights August 2009 - February 2010
Securities and Exchange Commission May 2007 - August 2007
Onex May 2006 - August 2006
Skills
Securities Lending, High Net Worth..., Private Banking, Finance, Banking, Structured Finance, Leveraged Finance, Cross-border..., Capital Markets, Private Equity, Corporate Law, Credit, Financial Institutions, Loans, Restructuring, Consumer Lending, Securities Regulation
Education
The University of Western Ontario 2006 — 2009
J.D.
The University of Western Ontario - Richard Ivey School of Business 2003 — 2009
Honours Business Administration, Dean's List, Graduation with Honours
Balmoral Hall
Balmoral Hall
Anthony Berni Anthony Berni's Morgan Stanley Wealth Management Experience February 2013 - April 2014
Job Product Brand Specialist at IBM
Industry Information Technology and Services
Experience
IBM June 2015 - Present
HSBC Global Banking and Markets October 2014 - March 2015
BTG Pactual April 2014 - June 2014
Morgan Stanley Wealth Management February 2013 - April 2014
Standard Bank Group January 2012 - March 2012
Lapides Asset Management September 2011 - February 2012
Pershing, a BNY Mellon company June 2011 - August 2011
Vector Marketing July 2008 - September 2010
Skills
Sales Management, Communication, Leadership, Team Leadership, Microsoft Excel, Bloomberg, SAP, Work in A Fast Paced..., Learning Quickly, Capital Markets, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Management, Sales, Time Management, Public Speaking
Education
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Iona Prep 2004 — 2008
High School, Regents with distinction
IBM June 2015 - Present
HSBC Global Banking and Markets October 2014 - March 2015
BTG Pactual April 2014 - June 2014
Morgan Stanley Wealth Management February 2013 - April 2014
Standard Bank Group January 2012 - March 2012
Lapides Asset Management September 2011 - February 2012
Pershing, a BNY Mellon company June 2011 - August 2011
Vector Marketing July 2008 - September 2010
Skills
Sales Management, Communication, Leadership, Team Leadership, Microsoft Excel, Bloomberg, SAP, Work in A Fast Paced..., Learning Quickly, Capital Markets, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Management, Sales, Time Management, Public Speaking
Education
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Iona Prep 2004 — 2008
High School, Regents with distinction
Cetera Wright's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Wealth Management Branch Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Q2 Strategies April 2014 - June 2014
Janbella Group December 2013 - May 2014
WC Hydraulics May 2013 - December 2013
Winston-Salem Festival Ballet August 2009 - May 2013
Skills
Leadership, Event Planning, Public Speaking, Fundraising, Microsoft Excel, Sales, PowerPoint, Networking, Microsoft Word, Social Media, Microsoft Office, SPSS, Probability, Risk Assessment, Made to Manage
Education
High Point University 2009 — 2013
B.S, Actuarial Science
Morgan Stanley Wealth Management June 2014 - Present
Q2 Strategies April 2014 - June 2014
Janbella Group December 2013 - May 2014
WC Hydraulics May 2013 - December 2013
Winston-Salem Festival Ballet August 2009 - May 2013
Skills
Leadership, Event Planning, Public Speaking, Fundraising, Microsoft Excel, Sales, PowerPoint, Networking, Microsoft Word, Social Media, Microsoft Office, SPSS, Probability, Risk Assessment, Made to Manage
Education
High Point University 2009 — 2013
B.S, Actuarial Science
Colin Gallagher, CFP®, CRPS®'s Morgan Stanley Wealth Management Experience September 2009 - May 2013
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Morgan Stanley Wealth Management September 2009 - May 2013
Crowe Horwath LLP May 2007 - January 2009
Education
Indiana University - Kelley School of Business 2003 — 2008
BS, Computer Information Science, Business Process Management, Telecommunications
Londonderry High School 1999 — 2003
Fidelity Investments May 2013 - Present
Morgan Stanley Wealth Management September 2009 - May 2013
Crowe Horwath LLP May 2007 - January 2009
Education
Indiana University - Kelley School of Business 2003 — 2008
BS, Computer Information Science, Business Process Management, Telecommunications
Londonderry High School 1999 — 2003
Kaitlin Bucolo Kaitlin Bucolo's Morgan Stanley Wealth Management Experience April 2012 - Present
Job Installation Coordinator at Morgan Stanley Smith Barney
Industry Marketing and Advertising
Experience
Morgan Stanley Wealth Management April 2012 - Present
WFAS Radio January 2012 - April 2012
Hinsch's Restaurant December 2011 - April 2012
Dealy & Silberstein July 2010 - September 2011
Beechmont Tavern June 2010 - June 2011
Iona College May 2008 - May 2010
Skills
Social Media, Excel, Word, Facebook, PowerPoint, Customer Service, Microsoft Office, Blogging, Outlook, Marketing Communications, Social Networking, Teamwork, Inventory Management, Management, Advertising, Microsoft Excel, Microsoft Word
Education
Iona College 2007 — 2011
Bachelor of Arts in Mass Communications, Advertising
Morgan Stanley Wealth Management April 2012 - Present
WFAS Radio January 2012 - April 2012
Hinsch's Restaurant December 2011 - April 2012
Dealy & Silberstein July 2010 - September 2011
Beechmont Tavern June 2010 - June 2011
Iona College May 2008 - May 2010
Skills
Social Media, Excel, Word, Facebook, PowerPoint, Customer Service, Microsoft Office, Blogging, Outlook, Marketing Communications, Social Networking, Teamwork, Inventory Management, Management, Advertising, Microsoft Excel, Microsoft Word
Education
Iona College 2007 — 2011
Bachelor of Arts in Mass Communications, Advertising
Neal Brown Neal Brown's Morgan Stanley Wealth Management Experience August 2010 - March 2014
Job Analyst at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors March 2014 - Present
Morgan Stanley Wealth Management August 2010 - March 2014
Brean Murray, Carret & Co. June 2009 - August 2009
Summit Commercial Real Estate, LLC June 2008 - August 2008
FrontLine Compliance, LLC June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Capital Markets, Customer Service, Excel, Customer Relations, Financial Planning, Microsoft Office, Mutual Funds, Word, Bloomberg, Finance, Hedge Funds, Investment Management, Institutional Sales, Institutional...
Education
Hobart and William Smith Colleges 2006 — 2010
Economics/Political Science, Macro Economics, American Politics
Landon School 2003 — 2006
Allianz Global Investors March 2014 - Present
Morgan Stanley Wealth Management August 2010 - March 2014
Brean Murray, Carret & Co. June 2009 - August 2009
Summit Commercial Real Estate, LLC June 2008 - August 2008
FrontLine Compliance, LLC June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Capital Markets, Customer Service, Excel, Customer Relations, Financial Planning, Microsoft Office, Mutual Funds, Word, Bloomberg, Finance, Hedge Funds, Investment Management, Institutional Sales, Institutional...
Education
Hobart and William Smith Colleges 2006 — 2010
Economics/Political Science, Macro Economics, American Politics
Landon School 2003 — 2006
Dawn Cleveland's Morgan Stanley Wealth Management Experience March 1995 - May 2012
Job Registered Sales Assistant
Industry Financial Services
Experience
Oak Tree Financial LLC February 2014 - 2015
Morgan Stanley Wealth Management March 1995 - May 2012
Legg Mason Wood Walker 2004 - 2006
Skills
Series 7, Series 63, Uniform Combined State..., Wealth Management, Mutual Funds, Securities, Retirement Planning, 401k, Retirement, Fixed Annuities, Fixed Income, Equities, Investments, Financial Services, Asset Allocation, Investment Advisory, Financial Advisory, Strategic Financial..., Financial Planning
Education
University of Alabama in Huntsville 1988 — 1990
Computer Information Systems
Jacksonville State University
Oak Tree Financial LLC February 2014 - 2015
Morgan Stanley Wealth Management March 1995 - May 2012
Legg Mason Wood Walker 2004 - 2006
Skills
Series 7, Series 63, Uniform Combined State..., Wealth Management, Mutual Funds, Securities, Retirement Planning, 401k, Retirement, Fixed Annuities, Fixed Income, Equities, Investments, Financial Services, Asset Allocation, Investment Advisory, Financial Advisory, Strategic Financial..., Financial Planning
Education
University of Alabama in Huntsville 1988 — 1990
Computer Information Systems
Jacksonville State University
Elizabeth S. Ward's Morgan Stanley Wealth Management Experience February 2013 - May 2015
Job Event Planner at Gartner
Industry Events Services
Experience
Gartner May 2015 - Present
Morgan Stanley Wealth Management February 2013 - May 2015
Lincoln Healthcare Events March 2012 - November 2012
Corporate Executive Board April 2011 - April 2012
Corporate Executive Board September 2009 - March 2011
James Madison University Events & Conferences May 2008 - August 2008
Oak Wood Country Club June 2007 - August 2007
Skills
Customer Service, Event Management, Budgets, Corporate Events, Hospitality, Public Speaking, Event Planning, Team Building, Management, Recruiting, Hotels, Meeting Planning, Marketing, Training, Outlook, Process Improvement, Administration, Food, Salesforce.com, Microsoft Excel, Microsoft Office, Hospitality Management, Analysis, Time Management, Project Management
Education
James Madison University - College of Business 2005 — 2009
Bachelor's of Business Administration, Hospitality & Tourism Management, Cum Laude
Gartner May 2015 - Present
Morgan Stanley Wealth Management February 2013 - May 2015
Lincoln Healthcare Events March 2012 - November 2012
Corporate Executive Board April 2011 - April 2012
Corporate Executive Board September 2009 - March 2011
James Madison University Events & Conferences May 2008 - August 2008
Oak Wood Country Club June 2007 - August 2007
Skills
Customer Service, Event Management, Budgets, Corporate Events, Hospitality, Public Speaking, Event Planning, Team Building, Management, Recruiting, Hotels, Meeting Planning, Marketing, Training, Outlook, Process Improvement, Administration, Food, Salesforce.com, Microsoft Excel, Microsoft Office, Hospitality Management, Analysis, Time Management, Project Management
Education
James Madison University - College of Business 2005 — 2009
Bachelor's of Business Administration, Hospitality & Tourism Management, Cum Laude
Chris Franz Chris Franz's Morgan Stanley Wealth Management Experience August 2004 - September 2013
Job Registered Private Client Associate at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott September 2013 - Present
Morgan Stanley Wealth Management August 2004 - September 2013
Vanguard Charitable Endowment Program 2001 - 2004
Rittenhouse Financial 2000 - 2002
Skills
Alternative Investments, Equities, Asset Allocation, Series 63, Investment Strategies, •FINRA Series 7..., •FINRA Series 63..., Wealth Management, Creative Problem Solving, Investments, Securities, Mutual Funds, Fixed Income, Asset Managment, Manage Client..., Client Relations Skills, Thompson One, Portfolio Management, Bloomberg, Client Prospecting
Education
Temple University - Fox School of Business and Management 2015 — 2016
Master of Business Administration (MBA), Marketing Concentration
Immaculata University 2004 — 2010
Bachelor of Arts (B.A.), Finance and Financial Management Services
Janney Montgomery Scott September 2013 - Present
Morgan Stanley Wealth Management August 2004 - September 2013
Vanguard Charitable Endowment Program 2001 - 2004
Rittenhouse Financial 2000 - 2002
Skills
Alternative Investments, Equities, Asset Allocation, Series 63, Investment Strategies, •FINRA Series 7..., •FINRA Series 63..., Wealth Management, Creative Problem Solving, Investments, Securities, Mutual Funds, Fixed Income, Asset Managment, Manage Client..., Client Relations Skills, Thompson One, Portfolio Management, Bloomberg, Client Prospecting
Education
Temple University - Fox School of Business and Management 2015 — 2016
Master of Business Administration (MBA), Marketing Concentration
Immaculata University 2004 — 2010
Bachelor of Arts (B.A.), Finance and Financial Management Services
Emily M. Browning, CAMS Emily M. Browning, CAMS's Morgan Stanley Wealth Management Experience October 2014 - July 2015
Job Senior Associate at PwC Financial Services, Risk and Regulatory
Industry Financial Services
Experience
PwC July 2015 - Present
Morgan Stanley Wealth Management October 2014 - July 2015
Morgan Stanley Wealth Management January 2014 - October 2014
Morgan Stanley Wealth Management February 2012 - January 2014
Citigroup March 2010 - February 2012
Lehman Brothers December 2009 - March 2010
Gary Goldberg Financial Services June 2008 - August 2008
Dagwood's Deli and Sub Shop May 2007 - November 2007
Skills
Due Diligence, AML, Anti Money Laundering, Financial Services, USA PATRIOT Act, Strategy
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Business; Economic Consulting; Public Policy Analysis
Universiteit Maastricht 2008 — 2008
International Economics
Ridgewood High School 2001 — 2005
High School
PwC July 2015 - Present
Morgan Stanley Wealth Management October 2014 - July 2015
Morgan Stanley Wealth Management January 2014 - October 2014
Morgan Stanley Wealth Management February 2012 - January 2014
Citigroup March 2010 - February 2012
Lehman Brothers December 2009 - March 2010
Gary Goldberg Financial Services June 2008 - August 2008
Dagwood's Deli and Sub Shop May 2007 - November 2007
Skills
Due Diligence, AML, Anti Money Laundering, Financial Services, USA PATRIOT Act, Strategy
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Business; Economic Consulting; Public Policy Analysis
Universiteit Maastricht 2008 — 2008
International Economics
Ridgewood High School 2001 — 2005
High School
Mitchell Hagan's Morgan Stanley Wealth Management Experience June 2015 - August 2015
Job Student at Haverford College
Industry Financial Services
Experience
Morgan Stanley, Wealth Management June 2015 - August 2015
Education
Haverford College 2014 — 2018
BA, Philosophy
Rutgers Preparatory School 2010 — 2014
Morgan Stanley, Wealth Management June 2015 - August 2015
Education
Haverford College 2014 — 2018
BA, Philosophy
Rutgers Preparatory School 2010 — 2014
Sarah Hood, MBA Sarah Hood, MBA's Morgan Stanley Wealth Management Experience May 2009 - July 2009
Job Marketing Specialist, Pricing and Product at Gordon Food Service
Industry Financial Services
Experience
Gordon Food Service December 2014 - Present
JPMorgan Chase January 2014 - December 2014
The Kendal Corporation July 2011 - January 2014
Morgan Stanley Wealth Management May 2009 - July 2009
Skills
Marketing, Strategic Planning, Team Building, Customer Service, PowerPoint, Public Speaking, Healthcare, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Business Planning, SharePoint, Insurance, Business Analysis, Coaching, Nonprofits, Financial Analysis, Financial Reporting, Facebook, Twitter, MS Project, Microsoft Publisher, Instagram, Not for Profit, HIPAA, Risk Management, Corporate Governance, Compliance, Continuing Care, Independent Living, Assisted Living, Governance, Community Master..., Marketing Analytics, Access, Regulatory Analysis, Derivatives, Auditing, Pricing, Product Marketing, Food & Beverage
Education
Holy Family University 2012 — 2014
Master of Business Administration (MBA), Business/Commerce, General
Neumann College 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
The Umbra Institute 2009 — 2009
BS, Marketing; International Marketing and Italian
Sun Valley High School
Gordon Food Service December 2014 - Present
JPMorgan Chase January 2014 - December 2014
The Kendal Corporation July 2011 - January 2014
Morgan Stanley Wealth Management May 2009 - July 2009
Skills
Marketing, Strategic Planning, Team Building, Customer Service, PowerPoint, Public Speaking, Healthcare, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Business Planning, SharePoint, Insurance, Business Analysis, Coaching, Nonprofits, Financial Analysis, Financial Reporting, Facebook, Twitter, MS Project, Microsoft Publisher, Instagram, Not for Profit, HIPAA, Risk Management, Corporate Governance, Compliance, Continuing Care, Independent Living, Assisted Living, Governance, Community Master..., Marketing Analytics, Access, Regulatory Analysis, Derivatives, Auditing, Pricing, Product Marketing, Food & Beverage
Education
Holy Family University 2012 — 2014
Master of Business Administration (MBA), Business/Commerce, General
Neumann College 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
The Umbra Institute 2009 — 2009
BS, Marketing; International Marketing and Italian
Sun Valley High School
Vivek Jain Vivek Jain's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2010 - December 2013
Morgan Stanley Smith Barney June 2009 - November 2009
Morgan Stanley February 2008 - May 2009
Comcast June 2008 - August 2008
Secure Meters Limited June 2005 - August 2005
Skills
Wealth Management, Java Enterprise Edition, iBatis, Payment Systems, Requirements Analysis, Business Analysis, Agile Methodologies, Struts, Microsoft SQL Server, Software Project..., Web Services, SQL, Business Process Design, DB2, .NET, C#, Servlets, VBA, Web Development, Java, SDLC, Financial Services, SOA, Banking, Enterprise Architecture, Web Applications
Education
University of Pennsylvania 2006 — 2008
MS, Electrical Engineering
Institute of Technology and Management 2002 — 2006
BE, Electronics & Communication Engineering
Delhi Public School, Faridabad 1996 — 2002
Science
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2010 - December 2013
Morgan Stanley Smith Barney June 2009 - November 2009
Morgan Stanley February 2008 - May 2009
Comcast June 2008 - August 2008
Secure Meters Limited June 2005 - August 2005
Skills
Wealth Management, Java Enterprise Edition, iBatis, Payment Systems, Requirements Analysis, Business Analysis, Agile Methodologies, Struts, Microsoft SQL Server, Software Project..., Web Services, SQL, Business Process Design, DB2, .NET, C#, Servlets, VBA, Web Development, Java, SDLC, Financial Services, SOA, Banking, Enterprise Architecture, Web Applications
Education
University of Pennsylvania 2006 — 2008
MS, Electrical Engineering
Institute of Technology and Management 2002 — 2006
BE, Electronics & Communication Engineering
Delhi Public School, Faridabad 1996 — 2002
Science
Jason Geer's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Sales Associate at Schwartz Benefit Services
Industry Insurance
Experience
Schwartz Benefit Services August 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Kentucky Gentlemen Apparel July 2012 - May 2014
National Financial Partners June 2013 - August 2013
Harmony Landing Country Club May 2011 - August 2012
Skills
Life Insurance, Social Media Marketing, Marketing, Investments, Investment Banking, Retirement Planning, Teamwork, Time Management, Leadership, Public Speaking
Education
Indiana University Bloomington 2011 — 2015
Kentucky Country Day School 2008 — 2011
Schwartz Benefit Services August 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Kentucky Gentlemen Apparel July 2012 - May 2014
National Financial Partners June 2013 - August 2013
Harmony Landing Country Club May 2011 - August 2012
Skills
Life Insurance, Social Media Marketing, Marketing, Investments, Investment Banking, Retirement Planning, Teamwork, Time Management, Leadership, Public Speaking
Education
Indiana University Bloomington 2011 — 2015
Kentucky Country Day School 2008 — 2011
Aamir Motiwala's Morgan Stanley Wealth Management Experience January 2013 - July 2014
Job
Industry Financial Services
Experience
Pearson March 2015 - Present
J.P. Morgan July 2014 - February 2015
Morgan Stanley Wealth Management January 2013 - July 2014
Morgan Stanley January 2006 - December 2012
RBC Capital Markets 2004 - 2006
Zurich Financial Services 2003 - 2004
JPMorgan Chase, Manhattan NY 2002 - 2002
Skills
Alternative Investments, Hedge Funds, Wealth Management, SDLC, CRM, Trading Systems, Financial Services, Equities, Microsoft SQL Server, Software Project..., .NET, Enterprise Architecture, Securities, Portfolio Management, Sybase, IT Strategy, Agile Methodologies, Private Equity, Wealth Management..., Vendor Management, C#, Trading, HTML 5, JSON, Mobile Applications, Investran, Web Services API, WCF Services, Mobile Devices, Service Oriented..., WPF Development, Microsoft Exchange, Project Management, Project Planning, Leadership, web apis, SASS, LESS, CSS3, Bootstrap, AngularJS, GruntJS, Gulp, JavaScript, Karma, Jasmine, Team Leadership, Team Management, ASP.NET, MVC
Education
Institute of Business Administration
Master of Business Administration (MBA), Finance, General
National University of Computer and Emerging Sciences
Bachelor of Science (BS), Computer Science
Pearson March 2015 - Present
J.P. Morgan July 2014 - February 2015
Morgan Stanley Wealth Management January 2013 - July 2014
Morgan Stanley January 2006 - December 2012
RBC Capital Markets 2004 - 2006
Zurich Financial Services 2003 - 2004
JPMorgan Chase, Manhattan NY 2002 - 2002
Skills
Alternative Investments, Hedge Funds, Wealth Management, SDLC, CRM, Trading Systems, Financial Services, Equities, Microsoft SQL Server, Software Project..., .NET, Enterprise Architecture, Securities, Portfolio Management, Sybase, IT Strategy, Agile Methodologies, Private Equity, Wealth Management..., Vendor Management, C#, Trading, HTML 5, JSON, Mobile Applications, Investran, Web Services API, WCF Services, Mobile Devices, Service Oriented..., WPF Development, Microsoft Exchange, Project Management, Project Planning, Leadership, web apis, SASS, LESS, CSS3, Bootstrap, AngularJS, GruntJS, Gulp, JavaScript, Karma, Jasmine, Team Leadership, Team Management, ASP.NET, MVC
Education
Institute of Business Administration
Master of Business Administration (MBA), Finance, General
National University of Computer and Emerging Sciences
Bachelor of Science (BS), Computer Science
Horacio Gomez Rabago's Morgan Stanley Wealth Management Experience April 2008 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2008 - Present
UBS International Inc. September 2003 - April 2008
Merrill Lynch International Private Client Group July 2001 - May 2003
Charlotte Chemical Inc January 1994 - September 1999
Skills
Private Banking, International Business, Investments, Private Wealth..., Wealth Management, Wealth, International Marketing, International Sales, New Business Development, Asset Allocation, Wealth Management..., Fixed Income, Series 63, Securities, Series 7, Portfolio Management, Investment Strategies, Equities, Alternative Investments, Asset Managment, Strategic Financial..., Capital Markets, Investment Management, Investment Advisory, Hedge Funds, Retirement Planning, Mutual Funds, Financial Advisory, Investment Banking
Education
London Business School 1999 — 2001
MBA, Finance, Strategy and Business Administration
HEC Paris 2000 — 2000
MBA Exchange Programme in Paris, FRANCE
Universidad Iberoamericana 1992 — 1996
B.S., Mechanical and Electrical Engineering
Instituto Tecnológico y de Estudios Superiores de Monterrey 1989 — 1992
Morgan Stanley Wealth Management April 2008 - Present
UBS International Inc. September 2003 - April 2008
Merrill Lynch International Private Client Group July 2001 - May 2003
Charlotte Chemical Inc January 1994 - September 1999
Skills
Private Banking, International Business, Investments, Private Wealth..., Wealth Management, Wealth, International Marketing, International Sales, New Business Development, Asset Allocation, Wealth Management..., Fixed Income, Series 63, Securities, Series 7, Portfolio Management, Investment Strategies, Equities, Alternative Investments, Asset Managment, Strategic Financial..., Capital Markets, Investment Management, Investment Advisory, Hedge Funds, Retirement Planning, Mutual Funds, Financial Advisory, Investment Banking
Education
London Business School 1999 — 2001
MBA, Finance, Strategy and Business Administration
HEC Paris 2000 — 2000
MBA Exchange Programme in Paris, FRANCE
Universidad Iberoamericana 1992 — 1996
B.S., Mechanical and Electrical Engineering
Instituto Tecnológico y de Estudios Superiores de Monterrey 1989 — 1992
Daniel Lantz's Morgan Stanley Wealth Management Experience September 2013 - December 2014
Job Compliance Officer at Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services January 2015 - Present
Morgan Stanley Wealth Management September 2013 - December 2014
Financial Industry Regulatory Authority December 2011 - August 2013
Financial Industry Regulatory Authority August 2010 - November 2011
Wells Fargo Corporate Trust December 2008 - August 2010
Wells Fargo Home Mortgage July 2007 - December 2008
Skills
Financial Risk, Securities, Compliance, Analysis, FINRA, Access, Internal Controls, AML, Investments, Mutual Funds, Microsoft Excel, Financial Services, Financial Regulation, Fixed Income, Equities, Capital Markets, Securities Regulation, Options, Due Diligence, Equity Trading, KYC, Bonds, Risk Management, Finance, OFAC, Broker-Dealer, Bank Secrecy Act, MBS, Alternative Investments, Fraud, Financial Markets, Financial Institutions, USA PATRIOT Act, SEC, Dodd-Frank, Investment Advisory, Series 24, Series 7, Wealth Management
Education
Iowa State University 2003 — 2007
Bachelor of Science, Finance
ISS Institutional Shareholder Services January 2015 - Present
Morgan Stanley Wealth Management September 2013 - December 2014
Financial Industry Regulatory Authority December 2011 - August 2013
Financial Industry Regulatory Authority August 2010 - November 2011
Wells Fargo Corporate Trust December 2008 - August 2010
Wells Fargo Home Mortgage July 2007 - December 2008
Skills
Financial Risk, Securities, Compliance, Analysis, FINRA, Access, Internal Controls, AML, Investments, Mutual Funds, Microsoft Excel, Financial Services, Financial Regulation, Fixed Income, Equities, Capital Markets, Securities Regulation, Options, Due Diligence, Equity Trading, KYC, Bonds, Risk Management, Finance, OFAC, Broker-Dealer, Bank Secrecy Act, MBS, Alternative Investments, Fraud, Financial Markets, Financial Institutions, USA PATRIOT Act, SEC, Dodd-Frank, Investment Advisory, Series 24, Series 7, Wealth Management
Education
Iowa State University 2003 — 2007
Bachelor of Science, Finance
Matthew Beninati's Morgan Stanley Wealth Management Experience June 2011 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
Eli Lilly and Company February 2002 - September 2007
Education
Hawaii Pacific University 2008 — 2010
Finance
Saint John's University 1995 — 2000
BS, Pharmacy
Morgan Stanley Wealth Management June 2011 - Present
Eli Lilly and Company February 2002 - September 2007
Education
Hawaii Pacific University 2008 — 2010
Finance
Saint John's University 1995 — 2000
BS, Pharmacy
Marilyn Hoosen's Morgan Stanley Wealth Management Experience April 2011 - April 2014
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Morgan Stanley Wealth Management April 2011 - April 2014
BB & T Private Financial Advisor November 2005 - April 2011
Skills
Portfolio Management, Investments, Strategic Financial..., Retirement Planning, Wealth Management, Small Business Lending, Valuation, Wealth, Wealth Management..., Equities, Small Business, Business Planning, Commercial Lending, Financial Analysis, Strategic Planning, Investment Advisory, Securities, Credit, Mutual Funds, Financial Modeling, Banking, Corporate Finance, Uniform Combined State..., Capital Markets, Asset Management, Asset Allocation, Alternative Investments, Commercial Banking, Insurance, Mergers & Acquisitions, Investment Strategies, Private Equity, Risk Management, Retirement, Investment Banking, Series 7, Series 63, Due Diligence, Financial Services, 401k Rollovers, Bonds, Consumer Lending, Cross Selling, Emerging Markets, Finance, Financial Advisory, Financial Planning, Loans, Mortgage Lending, Retail Banking
Education
Howard University 1992 — 2004
Merrill Lynch May 2014 - Present
Morgan Stanley Wealth Management April 2011 - April 2014
BB & T Private Financial Advisor November 2005 - April 2011
Skills
Portfolio Management, Investments, Strategic Financial..., Retirement Planning, Wealth Management, Small Business Lending, Valuation, Wealth, Wealth Management..., Equities, Small Business, Business Planning, Commercial Lending, Financial Analysis, Strategic Planning, Investment Advisory, Securities, Credit, Mutual Funds, Financial Modeling, Banking, Corporate Finance, Uniform Combined State..., Capital Markets, Asset Management, Asset Allocation, Alternative Investments, Commercial Banking, Insurance, Mergers & Acquisitions, Investment Strategies, Private Equity, Risk Management, Retirement, Investment Banking, Series 7, Series 63, Due Diligence, Financial Services, 401k Rollovers, Bonds, Consumer Lending, Cross Selling, Emerging Markets, Finance, Financial Advisory, Financial Planning, Loans, Mortgage Lending, Retail Banking
Education
Howard University 1992 — 2004
Dina Livesay's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Medical Practice
Experience
Morgan Stanley Wealth Management April 2014 - Present
Ridgefield Visiting Nurse Association February 2010 - April 2014
Open House Gift Shop February 2005 - September 2013
The Gap December 2004 - January 2012
Merrill Lynch September 1990 - April 1992
Skills
Customer Service, Retail, Training, Microsoft Word, Microsoft Excel, Microsoft Office, Process Scheduler, Team Building, Excel, Word, Customer Relations, Scheduling, Medical Terminology, Medical Chart..., Software Documentation, Healthcare, Human Resources, PowerPoint, Event Planning, Fundraising, Social Media, Coaching, Public Speaking, Sales
Education
Hofstra University 1986 — 1990
Master of Business Administration (M.B.A.), International Business
Flushing High School 1983 — 1986
High School
Morgan Stanley Wealth Management April 2014 - Present
Ridgefield Visiting Nurse Association February 2010 - April 2014
Open House Gift Shop February 2005 - September 2013
The Gap December 2004 - January 2012
Merrill Lynch September 1990 - April 1992
Skills
Customer Service, Retail, Training, Microsoft Word, Microsoft Excel, Microsoft Office, Process Scheduler, Team Building, Excel, Word, Customer Relations, Scheduling, Medical Terminology, Medical Chart..., Software Documentation, Healthcare, Human Resources, PowerPoint, Event Planning, Fundraising, Social Media, Coaching, Public Speaking, Sales
Education
Hofstra University 1986 — 1990
Master of Business Administration (M.B.A.), International Business
Flushing High School 1983 — 1986
High School
Fabiana Dunn's Morgan Stanley Wealth Management Experience June 2014 - Present
Job Tailored Lending Underwriter at Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley September 2010 - May 2014
UBS Wealth Management June 2006 - September 2010
UBS Investment Bank May 2005 - June 2006
Skills
Fixed Income, LATAM, Financial Services, Securities Lending, Foreign Exchange, Futures, Hedge Funds, Securities, Equities, Onboarding, KYC, AML, Investment Banking, Capital Markets, FX Options, Bonds, Risk Management, Bloomberg, Financial Markets, Asset Management, Alternative Investments, Derivatives
Education
Ibmec Business School
Executive Finance MBA
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley September 2010 - May 2014
UBS Wealth Management June 2006 - September 2010
UBS Investment Bank May 2005 - June 2006
Skills
Fixed Income, LATAM, Financial Services, Securities Lending, Foreign Exchange, Futures, Hedge Funds, Securities, Equities, Onboarding, KYC, AML, Investment Banking, Capital Markets, FX Options, Bonds, Risk Management, Bloomberg, Financial Markets, Asset Management, Alternative Investments, Derivatives
Education
Ibmec Business School
Executive Finance MBA
Robb Wilner's Morgan Stanley Wealth Management Experience August 1993 - Present
Job Execitive Director Options Trader at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management August 1993 - Present
Morgan Stanley March 1999 - August 2003
Pershing November 1995 - March 1999
Skills
Options, Equity Derivatives, Trading, Capital Markets, Asset Management, Series 7, Series 63, Series 24, Series 55, Series 4, Series 3, Bloomberg, Securities, Equities, Derivatives, Fixed Income, ETFs, Hedge Funds, FINRA, Alternative Investments
Education
Indiana University Bloomington 1990 — 1994
Bachelor's degree, Public Finance
Morgan Stanley Wealth Management August 1993 - Present
Morgan Stanley March 1999 - August 2003
Pershing November 1995 - March 1999
Skills
Options, Equity Derivatives, Trading, Capital Markets, Asset Management, Series 7, Series 63, Series 24, Series 55, Series 4, Series 3, Bloomberg, Securities, Equities, Derivatives, Fixed Income, ETFs, Hedge Funds, FINRA, Alternative Investments
Education
Indiana University Bloomington 1990 — 1994
Bachelor's degree, Public Finance
Elke De La Cruz's Morgan Stanley Wealth Management Experience August 2012 - Present
Job Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management August 2012 - Present
Novartis April 2005 - July 2012
Enterprise Rent-A-Car December 2001 - April 2005
Education
Kaplan University 2013 — 2015
Master of Science (MS), Finance
Iona College 1998 — 2002
BBA, Business
Morgan Stanley Wealth Management August 2012 - Present
Novartis April 2005 - July 2012
Enterprise Rent-A-Car December 2001 - April 2005
Education
Kaplan University 2013 — 2015
Master of Science (MS), Finance
Iona College 1998 — 2002
BBA, Business
Craig Ruckert's Morgan Stanley Wealth Management Experience January 2007 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2007 - Present
J.J. Kenny, Division of Rafferty Capital Markets September 2004 - December 2006
Murphy & Durieu March 2003 - August 2004
Skills
Portfolio Management, Investments, Finance, Bonds, Wealth Management, Asset Allocation, Financial Advisory, Equities, Securities, Valuation, Asset Management, Financial Planning, Trading, Mutual Funds, Account Management, Management
Education
Hofstra University 1998 — 2002
Bachelor of Science (BS), Banking & Finance
Sayville High 1994 — 1998
Regents Degree
Morgan Stanley Wealth Management January 2007 - Present
J.J. Kenny, Division of Rafferty Capital Markets September 2004 - December 2006
Murphy & Durieu March 2003 - August 2004
Skills
Portfolio Management, Investments, Finance, Bonds, Wealth Management, Asset Allocation, Financial Advisory, Equities, Securities, Valuation, Asset Management, Financial Planning, Trading, Mutual Funds, Account Management, Management
Education
Hofstra University 1998 — 2002
Bachelor of Science (BS), Banking & Finance
Sayville High 1994 — 1998
Regents Degree
Jared Toren's Morgan Stanley Wealth Management Experience February 2010 - October 2010
Job Founder and CEO at Proper Wealth Management
Industry Investment Management
Experience
Proper Wealth Management April 2015 - Present
Big Brothers Big Sisters of Central Texas November 2014 - Present
Spout Software, Inc January 2014 - Present
UBS October 2011 - March 2015
Credit Suisse 2010 - 2011
Morgan Stanley Wealth Management February 2010 - October 2010
Eagle Rock Capital, LLC 2007 - May 2009
Echotrade April 2005 - February 2007
Congress Financial June 2003 - March 2005
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
BA, Finance, Economics
Proper Wealth Management April 2015 - Present
Big Brothers Big Sisters of Central Texas November 2014 - Present
Spout Software, Inc January 2014 - Present
UBS October 2011 - March 2015
Credit Suisse 2010 - 2011
Morgan Stanley Wealth Management February 2010 - October 2010
Eagle Rock Capital, LLC 2007 - May 2009
Echotrade April 2005 - February 2007
Congress Financial June 2003 - March 2005
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
BA, Finance, Economics
Shantel Keuma's Morgan Stanley Wealth Management Experience May 2012 - November 2013
Job Client Service Associate
Industry Financial Services
Experience
Law Offices of Ian L. Mattoch November 2013 - Present
Morgan Stanley Wealth Management May 2012 - November 2013
Hawaiian Parasail, Inc. June 2000 - October 2012
Merrill Lynch August 2007 - April 2008
Skills
Financial Analysis, Investments, Mutual Funds, Series 7, Strategic Financial..., Wealth Management
Education
Hawaii Pacific University 2006 — 2008
MBA, Finance
University of Hawaii at Manoa 1999 — 2005
BBA, Marketing & Finance
Law Offices of Ian L. Mattoch November 2013 - Present
Morgan Stanley Wealth Management May 2012 - November 2013
Hawaiian Parasail, Inc. June 2000 - October 2012
Merrill Lynch August 2007 - April 2008
Skills
Financial Analysis, Investments, Mutual Funds, Series 7, Strategic Financial..., Wealth Management
Education
Hawaii Pacific University 2006 — 2008
MBA, Finance
University of Hawaii at Manoa 1999 — 2005
BBA, Marketing & Finance
Anindya Kumar Roy's Morgan Stanley Wealth Management Experience May 2010 - November 2014
Job Manager Projects at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions November 2014 - Present
Morgan Stanley Wealth Management May 2010 - November 2014
Capgemini Consulting July 2005 - April 2010
HSBC February 2009 - August 2009
Skills
IBM Mainframe, Microsoft Applications, Functional Analysis, Technical Solution..., Global Team Coordination, Subject Matter Experts, Technical Recruiting, Practice Partner, Generating Revenue, Engagement Management, Client Delivery, Identifying Client Needs, Team Building, Management, Software Project..., Business Analysis, SDLC, IT Strategy, Vendor Management, Enterprise Architecture, Requirements Gathering, Requirements Analysis, SQL
Education
Jadavpur University 2001 — 2005
Bachelor of Engineering (B.E.), Civil Engineering, First Class with Honors
Cognizant Technology Solutions November 2014 - Present
Morgan Stanley Wealth Management May 2010 - November 2014
Capgemini Consulting July 2005 - April 2010
HSBC February 2009 - August 2009
Skills
IBM Mainframe, Microsoft Applications, Functional Analysis, Technical Solution..., Global Team Coordination, Subject Matter Experts, Technical Recruiting, Practice Partner, Generating Revenue, Engagement Management, Client Delivery, Identifying Client Needs, Team Building, Management, Software Project..., Business Analysis, SDLC, IT Strategy, Vendor Management, Enterprise Architecture, Requirements Gathering, Requirements Analysis, SQL
Education
Jadavpur University 2001 — 2005
Bachelor of Engineering (B.E.), Civil Engineering, First Class with Honors
Julie Crystal's Morgan Stanley Wealth Management Experience August 1990 - Present
Job 1st VP/Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 1990 - Present
Education
Hofstra University
Bachelor's degree, Sociology
Morgan Stanley Wealth Management August 1990 - Present
Education
Hofstra University
Bachelor's degree, Sociology
Stacy Parker-Lurie's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Client Services at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management May 2013 - Present
Baystate Financial Services December 2011 - April 2013
Capital Management Partners, LLC September 2007 - December 2011
FlexPlus Physical Therapy 2005 - 2007
IBM 2004 - 2006
IBM 2002 - 2004
Unilever 2001 - 2002
Liz Claiborne 2000 - 2001
Warburg Pincus 1984 - 1996
Skills
Retirement Planning, Series 63, Securities, Financial Advisory, Series 6, Financial Services, Pensions, FINRA, Marketing, Mutual Funds, Investments, Retirement
Education
Hofstra University 1978 — 1982
BFA, Fine Arts
Morgan Stanley Wealth Management May 2013 - Present
Baystate Financial Services December 2011 - April 2013
Capital Management Partners, LLC September 2007 - December 2011
FlexPlus Physical Therapy 2005 - 2007
IBM 2004 - 2006
IBM 2002 - 2004
Unilever 2001 - 2002
Liz Claiborne 2000 - 2001
Warburg Pincus 1984 - 1996
Skills
Retirement Planning, Series 63, Securities, Financial Advisory, Series 6, Financial Services, Pensions, FINRA, Marketing, Mutual Funds, Investments, Retirement
Education
Hofstra University 1978 — 1982
BFA, Fine Arts
Maxwell Yaffe's Morgan Stanley Wealth Management Experience May 2007 - September 2007
Job Regional Consultant at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs March 2014 - Present
Morningstar April 2013 - February 2014
Morningstar May 2011 - March 2013
Bank of America June 2010 - June 2011
PNC Financial Services Group May 2009 - July 2010
Morgan Stanley Wealth Management May 2007 - September 2007
Skills
Series 7, Investments, Financial Analysis, Sales, Mutual Funds, Equities, Financial Modeling, Microsoft Excel, Morningstar, Asset Allocation, Morningstar Direct, Portfolio Management, Derivatives, Finance, Leadership, Marketing
Education
Indiana University Bloomington 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
Goldman Sachs March 2014 - Present
Morningstar April 2013 - February 2014
Morningstar May 2011 - March 2013
Bank of America June 2010 - June 2011
PNC Financial Services Group May 2009 - July 2010
Morgan Stanley Wealth Management May 2007 - September 2007
Skills
Series 7, Investments, Financial Analysis, Sales, Mutual Funds, Equities, Financial Modeling, Microsoft Excel, Morningstar, Asset Allocation, Morningstar Direct, Portfolio Management, Derivatives, Finance, Leadership, Marketing
Education
Indiana University Bloomington 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
Harry Moehring's Morgan Stanley Wealth Management Experience 2009 - January 2013
Job Business Solutions Architect at Express Scripts (contractor)
Industry Pharmaceuticals
Experience
Express Scripts November 2013 - May 2015
Morgan Stanley Wealth Management 2009 - January 2013
Citigroup 1990 - 2008
Skills
Portfolio Management, SDLC, Fixed Income, Risk Management, Equities, Visio, Securities, Financial Services, Mutual Funds, Business Analysis, Investment Banking, Program Management, Middle Office, Capital Markets, IT Strategy, PMO, Prime Brokerage, Derivatives, Project Portfolio..., Series 7, Requirements Analysis, Requirements Gathering, Asset Management, Series 63, Trading Systems, Wealth Management, Relationship Management, Vendor Management, Banking, Back Office, Hedge Funds, Business Requirements, Market Data, Financial Risk, Electronic Trading, Alternative Investments, Options, Trading, Financial Markets, Asset Allocation, Bloomberg, Sybase, AML, Investments, Investment Management, Reference Data, Settlement, Bonds, Operational Risk, Operational Risk...
Education
Iona College 1976 — 1979
Master of Business Administration (MBA), Management Information Systems, General
New York University 1972 — 1976
BE, Electrical Engineering
Express Scripts November 2013 - May 2015
Morgan Stanley Wealth Management 2009 - January 2013
Citigroup 1990 - 2008
Skills
Portfolio Management, SDLC, Fixed Income, Risk Management, Equities, Visio, Securities, Financial Services, Mutual Funds, Business Analysis, Investment Banking, Program Management, Middle Office, Capital Markets, IT Strategy, PMO, Prime Brokerage, Derivatives, Project Portfolio..., Series 7, Requirements Analysis, Requirements Gathering, Asset Management, Series 63, Trading Systems, Wealth Management, Relationship Management, Vendor Management, Banking, Back Office, Hedge Funds, Business Requirements, Market Data, Financial Risk, Electronic Trading, Alternative Investments, Options, Trading, Financial Markets, Asset Allocation, Bloomberg, Sybase, AML, Investments, Investment Management, Reference Data, Settlement, Bonds, Operational Risk, Operational Risk...
Education
Iona College 1976 — 1979
Master of Business Administration (MBA), Management Information Systems, General
New York University 1972 — 1976
BE, Electrical Engineering
James Totino, CFA CIMA's Morgan Stanley Wealth Management Experience November 2011 - Present
Job Investment Officer
Industry Investment Management
Experience
Morgan Stanley Wealth Management November 2011 - Present
Morgan Stanley Wealth Management March 2009 - November 2011
Morgan Stanley Wealth Management March 2007 - March 2009
Morgan Stanley Wealth Management May 2006 - March 2007
Morgan Stanley Wealth Management June 1992 - May 2006
Skills
Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Wealth Management, Investment Strategies, ETFs, Series 63, Investment Advisory, Investments, Separately Managed..., Asset Managment, Portfolio Management, Equities, Financial Advisory, Derivatives, Capital Markets
Education
Hofstra University 1988 — 1992
BBA, Finance
Morgan Stanley Wealth Management November 2011 - Present
Morgan Stanley Wealth Management March 2009 - November 2011
Morgan Stanley Wealth Management March 2007 - March 2009
Morgan Stanley Wealth Management May 2006 - March 2007
Morgan Stanley Wealth Management June 1992 - May 2006
Skills
Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Wealth Management, Investment Strategies, ETFs, Series 63, Investment Advisory, Investments, Separately Managed..., Asset Managment, Portfolio Management, Equities, Financial Advisory, Derivatives, Capital Markets
Education
Hofstra University 1988 — 1992
BBA, Finance
Kyle K. Rehm, CIMA®'s Morgan Stanley Wealth Management Experience May 2011 - November 2013
Job Lazard
Industry Financial Services
Experience
Lazard Asset Management November 2013 - Present
Morgan Stanley Wealth Management May 2011 - November 2013
Morgan Stanley Smith Barney September 2009 - May 2011
Douglaston Yacht Club June 2007 - September 2009
Skills
Financial Services, Financial Analysis, Business Development, Risk Management, Relationship Management, Strategic Planning, Business Strategy, Business Analysis, Vendor Management
Education
James Madison University 2002 — 2006
BA, Management
Lazard Asset Management November 2013 - Present
Morgan Stanley Wealth Management May 2011 - November 2013
Morgan Stanley Smith Barney September 2009 - May 2011
Douglaston Yacht Club June 2007 - September 2009
Skills
Financial Services, Financial Analysis, Business Development, Risk Management, Relationship Management, Strategic Planning, Business Strategy, Business Analysis, Vendor Management
Education
James Madison University 2002 — 2006
BA, Management
Jason Sandler's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Credit Analyst
Industry Capital Markets
Experience
Morgan Stanley Wealth Management July 2013 - Present
BNP Paribas July 2010 - July 2013
Citi Smith Barney May 2008 - August 2008
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Asset Management, Alternative Investments, Bloomberg Terminal, Due Diligence, Trading, Options
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance
Morgan Stanley Wealth Management July 2013 - Present
BNP Paribas July 2010 - July 2013
Citi Smith Barney May 2008 - August 2008
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Asset Management, Alternative Investments, Bloomberg Terminal, Due Diligence, Trading, Options
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance
Faryl Katz's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Operational Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
Zara December 2012 - January 2013
Kera & Company September 2011 - August 2012
Westchester Frederal Credit Union May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Microsoft Office, Tax, Budgets, Management
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science (B.S.), Public Financial Management
Morgan Stanley Wealth Management April 2013 - Present
Zara December 2012 - January 2013
Kera & Company September 2011 - August 2012
Westchester Frederal Credit Union May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Microsoft Office, Tax, Budgets, Management
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science (B.S.), Public Financial Management
Kenneth DeRobertis's Morgan Stanley Wealth Management Experience July 2006 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2006 - Present
Citi Smith Barney July 2006 - June 2009
Zanett Inc February 2004 - July 2006
Monster Worldwide Inc May 2001 - July 2003
MF Global February 1993 - February 2001
Skills
SEC Reporting, Financial Forecasting, Financial Analysis, Strategic Planning, Strategic Financial..., Board of Directors..., P&L Responsibility, Business Strategy, Budget Process, Business Process..., Business Planning and..., Financial Reporting, SEC filings, Finance, Financial Modeling, Corporate Finance, Hedge Funds, Trading, Due Diligence, Asset Management, P&L Management, Financial Planning
Education
Hofstra University
BA, Accounting
Locust Valley
Morgan Stanley Wealth Management July 2006 - Present
Citi Smith Barney July 2006 - June 2009
Zanett Inc February 2004 - July 2006
Monster Worldwide Inc May 2001 - July 2003
MF Global February 1993 - February 2001
Skills
SEC Reporting, Financial Forecasting, Financial Analysis, Strategic Planning, Strategic Financial..., Board of Directors..., P&L Responsibility, Business Strategy, Budget Process, Business Process..., Business Planning and..., Financial Reporting, SEC filings, Finance, Financial Modeling, Corporate Finance, Hedge Funds, Trading, Due Diligence, Asset Management, P&L Management, Financial Planning
Education
Hofstra University
BA, Accounting
Locust Valley
Robert Pisano Jr. MBA's Morgan Stanley Wealth Management Experience January 2011 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley October 2007 - December 2010
Home Box Office July 1999 - September 2007
Education
Iona College 2000 — 2004
MBA, Financial Management, Electronic Commerce
Iona College 1996 — 1999
BA, Finance
Seton Hall University 1995 — 1996
Finance
THS
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley October 2007 - December 2010
Home Box Office July 1999 - September 2007
Education
Iona College 2000 — 2004
MBA, Financial Management, Electronic Commerce
Iona College 1996 — 1999
BA, Finance
Seton Hall University 1995 — 1996
Finance
THS
Nicholas Stanziani, MBA's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Business Analysis at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
DRM JPC Brands April 2013 - August 2013
Candela Systems Corporation January 2013 - March 2013
ConEdison Solutions July 2010 - October 2012
R3 Energy Management August 2008 - January 2009
Skills
Budgets, Program Management, Project Planning, Energy, Microsoft Word, Business Analysis, Analysis, Financial Analysis
Education
Iona College 2008 — 2009
MBA, Financial Management
Iona College 2003 — 2007
BBA, Finance
Morgan Stanley Wealth Management September 2013 - Present
DRM JPC Brands April 2013 - August 2013
Candela Systems Corporation January 2013 - March 2013
ConEdison Solutions July 2010 - October 2012
R3 Energy Management August 2008 - January 2009
Skills
Budgets, Program Management, Project Planning, Energy, Microsoft Word, Business Analysis, Analysis, Financial Analysis
Education
Iona College 2008 — 2009
MBA, Financial Management
Iona College 2003 — 2007
BBA, Finance
Alex Piantidosi's Morgan Stanley Wealth Management Experience August 2012 - October 2013
Job Client Development Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Boston Financial Management October 2013 - July 2014
Morgan Stanley Wealth Management August 2012 - October 2013
Fidelity Investments 2010 - August 2012
Fidelity Investments 2008 - 2010
Skills
Series 7, Series 63
Education
Hobart and William Smith Colleges 2004 — 2008
Fidelity Investments July 2014 - Present
Boston Financial Management October 2013 - July 2014
Morgan Stanley Wealth Management August 2012 - October 2013
Fidelity Investments 2010 - August 2012
Fidelity Investments 2008 - 2010
Skills
Series 7, Series 63
Education
Hobart and William Smith Colleges 2004 — 2008
Dean Coelho's Morgan Stanley Wealth Management Experience January 2013 - June 2013
Job Data Analyst
Industry Information Technology and Services
Experience
Telebrands Corp. June 2013 - Present
Morgan Stanley Wealth Management January 2013 - June 2013
Telebrands Corp. May 2012 - December 2012
Metlife Bank May 2011 - March 2012
OGE Energy Corp June 2010 - December 2010
NCS Pearson July 2007 - January 2009
Wells Fargo June 2006 - July 2007
Skills
Business Analysis, Data Analysis, Microsoft Excel, Business Intelligence, SDLC, SharePoint, Data Warehousing, SQL, Visio, Access
Education
University of Oklahoma 2009 — 2010
MBA, Energy & Finance
Iowa State University 2001 — 2006
BSc, Industrial Engineering and Supply Chain Mgmt
Telebrands Corp. June 2013 - Present
Morgan Stanley Wealth Management January 2013 - June 2013
Telebrands Corp. May 2012 - December 2012
Metlife Bank May 2011 - March 2012
OGE Energy Corp June 2010 - December 2010
NCS Pearson July 2007 - January 2009
Wells Fargo June 2006 - July 2007
Skills
Business Analysis, Data Analysis, Microsoft Excel, Business Intelligence, SDLC, SharePoint, Data Warehousing, SQL, Visio, Access
Education
University of Oklahoma 2009 — 2010
MBA, Energy & Finance
Iowa State University 2001 — 2006
BSc, Industrial Engineering and Supply Chain Mgmt
Patrick Wlodkowski's Morgan Stanley Wealth Management Experience June 2012 - November 2012
Job CB Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
JPMorgan Chase June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - November 2012
State Farm October 2009 - June 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Financial Analysis, Polish
Education
DePaul University 2010 — 2014
Bachelor of Science (B.S.), Finance Honors and Economics
Uniwersytet Jagielloński 2011 — 2011
Study Abroad
JPMorgan Chase June 2014 - Present
JPMorgan Chase June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - November 2012
State Farm October 2009 - June 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Financial Analysis, Polish
Education
DePaul University 2010 — 2014
Bachelor of Science (B.S.), Finance Honors and Economics
Uniwersytet Jagielloński 2011 — 2011
Study Abroad
ERIN BERRY's Morgan Stanley Wealth Management Experience September 2013 - Present
Job AVP at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management September 2013 - Present
PNC Investments May 2011 - Present
Morgan Stanley Investment Management June 2008 - April 2011
Citigroup February 2005 - May 2008
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Fixed Income, Investments, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Private Equity
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (B.A.), Economics
Morgan Stanley Wealth Management September 2013 - Present
PNC Investments May 2011 - Present
Morgan Stanley Investment Management June 2008 - April 2011
Citigroup February 2005 - May 2008
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Fixed Income, Investments, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Private Equity
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (B.A.), Economics
Michael A. Annunziata's Morgan Stanley Wealth Management Experience April 2008 - Present
Job Vice President, Alternative Investments Compliance Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2008 - Present
Financial Industry Regulatory Authority (legacy NYSE Regulation) March 2005 - April 2008
Skills
Hedge Funds, FINRA, Securities, Alternative Investments, Equities, Fixed Income, Investments, Asset Management
Education
Iona College 2006 — 2008
Masters of Business Administration, Financial Management
Iona College 2001 — 2004
Bachelor of Business Administration, Finance
Morgan Stanley Wealth Management April 2008 - Present
Financial Industry Regulatory Authority (legacy NYSE Regulation) March 2005 - April 2008
Skills
Hedge Funds, FINRA, Securities, Alternative Investments, Equities, Fixed Income, Investments, Asset Management
Education
Iona College 2006 — 2008
Masters of Business Administration, Financial Management
Iona College 2001 — 2004
Bachelor of Business Administration, Finance
Michael Paesano's Morgan Stanley Wealth Management Experience 2011 - Present
Job Senior Investment Management Consultant. Senior Portfolio Manager. Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2011 - Present
UBS 2005 - 2011
Mellon Private Wealth Management 2002 - 2005
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Banking and Finance
Morgan Stanley Wealth Management 2011 - Present
UBS 2005 - 2011
Mellon Private Wealth Management 2002 - 2005
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Banking and Finance
Gyanendra Singh's Morgan Stanley Wealth Management Experience July 2008 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2008 - Present
UBS Wealth Management March 2000 - July 2008
IT Consultancy 1994 - March 2000
Skills
Big Data Analytics, Business Intelligence, Investment Performance, Wealth Management, Applications Software..., Organizational..., IT Outsourcing, Talent Management, Business Process..., Identity Management, Privacy Policies, Start-ups, Big Data, Risk Management, Trading Systems
Education
Stevens Institute of Technology, Hoboken, New Jersey 2001 — 2003
Master of Science (MS), Information Systems Management
Indian Institute of Technology, Bombay 1987 — 1991
Bachelor of Technology (BTech), Aerospace, Aeronautical and Astronautical Engineering
University of Minnesota-Twin Cities
Morgan Stanley Wealth Management July 2008 - Present
UBS Wealth Management March 2000 - July 2008
IT Consultancy 1994 - March 2000
Skills
Big Data Analytics, Business Intelligence, Investment Performance, Wealth Management, Applications Software..., Organizational..., IT Outsourcing, Talent Management, Business Process..., Identity Management, Privacy Policies, Start-ups, Big Data, Risk Management, Trading Systems
Education
Stevens Institute of Technology, Hoboken, New Jersey 2001 — 2003
Master of Science (MS), Information Systems Management
Indian Institute of Technology, Bombay 1987 — 1991
Bachelor of Technology (BTech), Aerospace, Aeronautical and Astronautical Engineering
University of Minnesota-Twin Cities
Jesse Mancuso's Morgan Stanley Wealth Management Experience September 2014 - Present
Job Alternative Investments at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2014 - Present
Guidepoint Global February 2014 - August 2014
First Brokers Securities June 2013 - August 2013
New York 2nd Congressional District Office June 2012 - August 2012
Skills
CRM, Fixed Income, Databases, Financial Services, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media
Education
Hobart and William Smith Colleges 2009 — 2013
Bachelor of Arts (B.A.), International Relations- Economic Development
Morgan Stanley Wealth Management September 2014 - Present
Guidepoint Global February 2014 - August 2014
First Brokers Securities June 2013 - August 2013
New York 2nd Congressional District Office June 2012 - August 2012
Skills
CRM, Fixed Income, Databases, Financial Services, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media
Education
Hobart and William Smith Colleges 2009 — 2013
Bachelor of Arts (B.A.), International Relations- Economic Development
Anthony Rubeo's Morgan Stanley Wealth Management Experience August 2010 - May 2011
Job Finance/Operations at MidOcean Credit Partners
Industry Financial Services
Experience
MidOcean Credit Partners February 2013 - Present
Morgan Stanley Wealth Management August 2010 - May 2011
Skills
Strategic Planning, Hedge Funds, Operational Risk, Finance, Investor Relations, Financial Analysis, Leveraged Finance, Fixed Income, Cash Management, Fund Accounting, Financial Reporting, Equities, Derivatives, SEC filings, CLO, High Yield Bonds
Education
Iona College 2011 — 2012
Master of Business Administration (M.B.A.), Finance
Iona College 2007 — 2011
Bachelor's degree, Finance
MidOcean Credit Partners February 2013 - Present
Morgan Stanley Wealth Management August 2010 - May 2011
Skills
Strategic Planning, Hedge Funds, Operational Risk, Finance, Investor Relations, Financial Analysis, Leveraged Finance, Fixed Income, Cash Management, Fund Accounting, Financial Reporting, Equities, Derivatives, SEC filings, CLO, High Yield Bonds
Education
Iona College 2011 — 2012
Master of Business Administration (M.B.A.), Finance
Iona College 2007 — 2011
Bachelor's degree, Finance
Joshua Larsen, CRPC's Morgan Stanley Wealth Management Experience May 2013 - July 2015
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley Wealth Management May 2013 - July 2015
Merrill Lynch February 2011 - May 2013
PNC/National City Bank July 2003 - February 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Series 65, Investments, Strategic Financial..., Credit, Banking, Mortgage Lending, Financial Modeling, Coaching, Financial Services, Finance, IRAs, Financial Advisory, Fixed Annuities, Portfolio Management, Securities, 401k, Asset Management, Loans, Life Insurance, Consumer Lending, Long-term Care, Long Term Care Insurance, Wealth Management..., ETFs, Investment Management, Retail Banking, Fixed Income, Mortgage Banking, Relationship Management, Residential Mortgages, Term Life Insurance, Small Business Lending, Commercial Banking, Private Banking, Equities, Loan Origination, Cross Selling, Lines Of Credit
Education
Siena Heights University 2000 — 2006
Bachelor of Science (B.S.), Social Sciences
Jackson Community College 1999 — 2000
Morgan Stanley July 2015 - Present
Morgan Stanley Wealth Management May 2013 - July 2015
Merrill Lynch February 2011 - May 2013
PNC/National City Bank July 2003 - February 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Series 65, Investments, Strategic Financial..., Credit, Banking, Mortgage Lending, Financial Modeling, Coaching, Financial Services, Finance, IRAs, Financial Advisory, Fixed Annuities, Portfolio Management, Securities, 401k, Asset Management, Loans, Life Insurance, Consumer Lending, Long-term Care, Long Term Care Insurance, Wealth Management..., ETFs, Investment Management, Retail Banking, Fixed Income, Mortgage Banking, Relationship Management, Residential Mortgages, Term Life Insurance, Small Business Lending, Commercial Banking, Private Banking, Equities, Loan Origination, Cross Selling, Lines Of Credit
Education
Siena Heights University 2000 — 2006
Bachelor of Science (B.S.), Social Sciences
Jackson Community College 1999 — 2000
Michael Wojkowski's Morgan Stanley Wealth Management Experience May 2010 - Present
Job Intern at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (BA), Economics
Morgan Stanley Wealth Management May 2010 - Present
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (BA), Economics
Judith Fay-Gruber's Morgan Stanley Wealth Management Experience August 2008 - Present
Job Retired at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2008 - Present
Education
Hofstra University 1959 — 1962
M.S
Marymount Manhattan College 1955 — 1959
Bachelor of Science (BS), Psyvhology and Business
Morgan Stanley Wealth Management August 2008 - Present
Education
Hofstra University 1959 — 1962
M.S
Marymount Manhattan College 1955 — 1959
Bachelor of Science (BS), Psyvhology and Business
Lisa Capobianco's Morgan Stanley Wealth Management Experience January 2014 - Present
Job at
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management September 2000 - December 2013
Skills
Series 7, Series 63, Financial Services, Relationship Management
Education
Hofstra University
Bachelor of Business Administration (B.B.A.)
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management September 2000 - December 2013
Skills
Series 7, Series 63, Financial Services, Relationship Management
Education
Hofstra University
Bachelor of Business Administration (B.B.A.)
Martin Wisniowski's Morgan Stanley Wealth Management Experience January 2012 - Present
Job Client Reporting Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2012 - Present
Banc One Investment Advisors January 1995 - July 2001
Bank One Trust Compavy, N.A. December 1987 - December 1994
Skills
Performance Measurement..., Portfolio Management, Customer Support
Education
Indiana University of Pennsylvania 1980 — 1982
Bachelor of Science (B.S.), Accounting
La Roche College 1978 — 1980
N/A, Accounting
Morgan Stanley Wealth Management January 2012 - Present
Banc One Investment Advisors January 1995 - July 2001
Bank One Trust Compavy, N.A. December 1987 - December 1994
Skills
Performance Measurement..., Portfolio Management, Customer Support
Education
Indiana University of Pennsylvania 1980 — 1982
Bachelor of Science (B.S.), Accounting
La Roche College 1978 — 1980
N/A, Accounting
Daniel Benigno's Morgan Stanley Wealth Management Experience February 2007 - February 2008
Job Senior Mortgage Consultant at Silver Fin Capital Group LLC
Industry Financial Services
Experience
Planet Home Lending April 2014 - Present
Silver Fin Capital Group LLC June 2013 - December 2013
Reliance First Capital February 2012 - June 2013
Morgan Stanley Wealth Management February 2007 - February 2008
Skills
Residential Homes, First Time Home Buyers, Finance, Financial Services, Entrepreneurship, Mortgage Lending, Mortgage Banking, Commercial Banking, Commercial Mortgages, Reverse Mortgages, Jumbo Mortgage, Super Jumbo, Strategic Financial..., Restaurant Management, Restaurants, Mountain Biking, Road Biking, Work Ethic, Field Work, Health Insurance, Life Insurance, FHA, Loans
Education
Hofstra University 2001 — 2005
Bachelor of Science (BS), Finance, General
Saint John's University 2001 — 2001
Planet Home Lending April 2014 - Present
Silver Fin Capital Group LLC June 2013 - December 2013
Reliance First Capital February 2012 - June 2013
Morgan Stanley Wealth Management February 2007 - February 2008
Skills
Residential Homes, First Time Home Buyers, Finance, Financial Services, Entrepreneurship, Mortgage Lending, Mortgage Banking, Commercial Banking, Commercial Mortgages, Reverse Mortgages, Jumbo Mortgage, Super Jumbo, Strategic Financial..., Restaurant Management, Restaurants, Mountain Biking, Road Biking, Work Ethic, Field Work, Health Insurance, Life Insurance, FHA, Loans
Education
Hofstra University 2001 — 2005
Bachelor of Science (BS), Finance, General
Saint John's University 2001 — 2001
Gregory COUCH's Morgan Stanley Wealth Management Experience November 1983 - April 2013
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS April 2013 - Present
Morgan Stanley Wealth Management November 1983 - April 2013
Education
Hobart and William Smith Colleges 1976 — 1980
Bachelor of Arts (BA), Economics
UBS April 2013 - Present
Morgan Stanley Wealth Management November 1983 - April 2013
Education
Hobart and William Smith Colleges 1976 — 1980
Bachelor of Arts (BA), Economics
Jonathan Klausner's Morgan Stanley Wealth Management Experience April 2012 - Present
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2012 - Present
Skills
Strategic Planning, Retirement Planning, Portfolio Management
Education
Indiana University Bloomington 1986 — 1990
Bachelor of Arts (BA), Economics
Morgan Stanley Wealth Management April 2012 - Present
Skills
Strategic Planning, Retirement Planning, Portfolio Management
Education
Indiana University Bloomington 1986 — 1990
Bachelor of Arts (BA), Economics
Derek Baldwin's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Account Transfer Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Baldwin Enterprises May 2008 - January 2012
Kendall's Home Furnishings May 2011 - August 2011
Education
Indiana University of Pennsylvania
Bachelor of Science, Finance
Morgan Stanley Wealth Management August 2013 - Present
Baldwin Enterprises May 2008 - January 2012
Kendall's Home Furnishings May 2011 - August 2011
Education
Indiana University of Pennsylvania
Bachelor of Science, Finance
Bill Garbarino's Morgan Stanley Wealth Management Experience February 1999 - September 2005
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors April 2009 - Present
Lincoln Financial Advisors April 2009 - Present
Raymond James Financial Inc. 2005 - 2009
Morgan Stanley Wealth Management February 1999 - September 2005
Education
LIU 1977 — 1980
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Iona College 1967 — 1971
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Lincoln Financial Advisors April 2009 - Present
Lincoln Financial Advisors April 2009 - Present
Raymond James Financial Inc. 2005 - 2009
Morgan Stanley Wealth Management February 1999 - September 2005
Education
LIU 1977 — 1980
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Iona College 1967 — 1971
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Anthony Tringali's Morgan Stanley Wealth Management Experience January 2000 - February 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Morgan Stanley Wealth Management January 2000 - February 2012
Education
Iona College 1997 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Iona College 1984 — 1988
Bachelor's degree, Accounting
Sacred Heart High School 1980 — 1984
High school Diploma
Saint Bartholemew 1972 — 1980
grade school
Merrill Lynch March 2012 - Present
Morgan Stanley Wealth Management January 2000 - February 2012
Education
Iona College 1997 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Iona College 1984 — 1988
Bachelor's degree, Accounting
Sacred Heart High School 1980 — 1984
High school Diploma
Saint Bartholemew 1972 — 1980
grade school
Paul Gerardi's Morgan Stanley Wealth Management Experience September 2008 - September 2009
Job Senior Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS September 2014 - Present
Morgan Stanley September 2009 - September 2014
Morgan Stanley Wealth Management September 2008 - September 2009
Education
College for Financial Planning
Accredited Wealth Management Advisor (AWMA®)
New York University 2010 — 2014
Master of Business Administration (MBA), Finance
Hofstra University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, Cum Laude
UBS September 2014 - Present
Morgan Stanley September 2009 - September 2014
Morgan Stanley Wealth Management September 2008 - September 2009
Education
College for Financial Planning
Accredited Wealth Management Advisor (AWMA®)
New York University 2010 — 2014
Master of Business Administration (MBA), Finance
Hofstra University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, Cum Laude
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.