Morgan Stanley/Smith Barney

Industry: Financial services company

Description

Morgan 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: 1 (888) 454-3965 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, NY Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith

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Morgan Stanley/Smith Barney Employees

Employee
Years
Job
Industry
Steve Wyatt Steve Wyatt Jackson, Mississippi Area Details
Steve Wyatt's Morgan Stanley/Smith Barney Experience July 1994 - June 2012
Job Divisional Partner at Hydrotex
Industry Oil & Energy
Experience
Hydrotex  July 2015 - Present
Private Consulting  August 2012 - Present
Morgan Stanley/Smith Barney   July 1994 - June 2012

Skills
Portfolio Management, Investments, Strategic Planning, Risk Management, Management, Equities, Financial Analysis, Fixed Income, Finance, Customer Service, Banking, Business Strategy, Sales, Microsoft Excel, Strategic Financial..., Wealth Management, Economics, Financial Planning, Project Management, Financial Modeling, Accounting, Microsoft Office, Business Analysis, Microsoft Word, PowerPoint, Change Management, Process Improvement, Lubrication, Machinery

Education
University of Mississippi - School of Business Administration   1989 — 1993
BBA, Management, 3.45

Pillow Academy   1984 — 1989

Julie Dellisant-Flugel, CFP® Julie Dellisant-Flugel, CFP® Bethlehem, Pennsylvania Details
Julie Dellisant-Flugel, CFP®'s Morgan Stanley/Smith Barney Experience 2005 - 2013
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst® (CDFA)™
Industry Financial Services
Experience
Janney Montgomery Scott  2013 - Present
Morgan Stanley/Smith Barney   2005 - 2013
Lehman Brothers  1992 - 2004

Skills
Series 7, Series 63, PA Insurance License, Strategic Financial..., Retirement Planning, Estate Planning, Wealth Management, Portfolio Management, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Retirement, Fixed Income, Investment Strategies, Fixed Annuities, Variable Annuities, Securities, Equities, Alternative Investments, Wealth Management..., Financial Planning, Certified Divorce...

Education
Drexel University   1987 — 1992
BS in Business Administration, Finance

Louis E. Dieruff High School   1983 — 1987

David Coreen David Coreen Tampa/St. Petersburg, Florida Area Details
David Coreen's Morgan Stanley/Smith Barney Experience June 1993 - July 1997
Job President
Industry Staffing and Recruiting
Experience
Davron Staffing   July 1997 - Present
Morgan Stanley/Smith Barney   June 1993 - July 1997
Barber and Bronson   January 1993 - June 1993

Skills
Staffing Services, Sourcing, Recruiting, RPO, Information Technology, Talent Management, Engineering, Internet Recruiting, Executive Search, Technical Recruiting, Human Resources, Applicant Tracking..., Temporary Placement, Start-ups, Management, Interviews, Talent Acquisition, Temporary Staffing, Hiring, Consulting, Benefits Negotiation, Sales, Contract Recruitment, Permanent Placement, Marketing, Training, Networking, Social Networking, Leadership, New Business Development, CRM, Employee Benefits, Contract Negotiation, Business Development, Screening Resumes, Small Business, Business Networking, Cold Calling, Executive Management, Mergers & Acquisitions, Onboarding, College Recruiting, Finance, Employer Branding, Screening, Recruitment Advertising, Resume Writing, Staff Augmentation, Time Management, Building Relationships

Education
University of Florida   1989 — 1992
Political Science and Russian, International Relations

John P Konop John P Konop Orange County, California Area Details
John P Konop's Morgan Stanley/Smith Barney Experience October 1980 - August 2010
Job Managing Director/Business Development High Net Worth Investments
Industry Investment Management
Experience
Morgan Stanley/Smith Barney   October 1980 - August 2010

Skills
Series 7, Leadership, Portfolio Management, Wealth Management, Asset Allocation, Investment Advisory, Alternative Investments, Asset Management, Securities, Series 63, Investments, FINRA, Mutual Funds, Financial Services

Education
Northwood University   1977 — 1980
Bachelor of Arts (B.A.), Business Management/Marketing

Janine Bolivar Janine Bolivar Greater Seattle Area Details
Janine Bolivar's Morgan Stanley/Smith Barney Experience January 2000 - April 2002
Job Managing Broker
Industry Real Estate
Experience
Windermere Real Estate  January 2002 - Present
Redesign Services   January 1994 - August 2002
Kennedy, Berner, and Gaston, LLC   January 2000 - April 2002
Morgan Stanley/Smith Barney   January 2000 - April 2002

Skills
Real Estate Transactions, Real Estate Development, Commercial Real Estate, Stock Market, Interior Design, Customer Satisfaction, Investment Banking, Investment Properties, Investment Strategies, Financial Accounting, QuickBooks, Entrepreneurship, Land Acquisition, Council of Residential..., Residential Design, Budget Management, Executive Management, Executive Support, Executive..., Construction, Real Estate, Residential Homes, Sellers, First Time Home Buyers, Foreclosures, Short Sales, Construction Management, Project Management, Custom Remodeling

Education
Bellevue College   1993 — 1994
Drug and Alcohol Abuse

Heidi Tilenius Heidi Tilenius Florence, Alabama Area Details
Heidi Tilenius's Morgan Stanley/Smith Barney Experience January 1998 - April 2004
Job County Extension Coordinator at Alabama Cooperative Extension System Auburn University
Industry Higher Education
Experience
Alabama Cooperative Extension System - Auburn University  May 2015 - Present
Alabama Cooperative Extension System-Auburn University  July 2013 - Present
University of North Alabama  June 2008 - July 2013
University of North Alabama  January 2010 - May 2013
University of North Alabama  December 2006 - May 2010
Thomson-West Publishing   April 2004 - October 2005
Morgan Stanley/Smith Barney   January 1998 - April 2004
Castner-Knott Department Store   August 1986 - October 1997

Skills
Public Speaking, Team Leadership, Negotiation, Customer Service, Customer Relations, Problem Solving, Account Management, Sales, Sales Management, Management, Recruiting, Marketing, Advertising, Marketing Strategy, Budgets, Microsoft Word, Research, Program Management, Training, Retail, Fundraising, Employee Training, New Business Development

Education
University of North Alabama   2006 — 2008
MBA, Marketing

Murray State University   1982 — 1986
BS, Psychology/Management

Luis Porras Luis Porras Greater New York City Area Details
Luis Porras's Morgan Stanley/Smith Barney Experience April 2011 - Present
Job Business Analyst
Industry Investment Banking
Experience
Morgan Stanley/Smith Barney   April 2011 - Present
Markit  April 2010 - December 2010
NumeriX  December 2009 - March 2010
Deutsche Bank  July 2007 - June 2009
Moore Capital Management  April 2007 - July 2007
Deutsche Bank, AG  November 2006 - March 2007
PLUSFUNDS GROUP INC   April 2005 - July 2006
Associate  June 2002 - April 2005
Associate (GCI   November 2001 - June 2002
Deutsche Bank  May 2000 - November 2001

Skills
Credit Derivatives, Derivatives, Fixed Income, CDS, Equities, Equity Derivatives, Bonds, FX Options, Swaps, Hedge Funds, Middle Office, Bloomberg, Prime Brokerage, Trading, Business Analysis

Education
New Jersey City University   1991 — 1996
Bachelor of Science, Business Administration; International Business

Timothy Dasinger Timothy Dasinger Columbia, South Carolina Area Details
Timothy Dasinger's Morgan Stanley/Smith Barney Experience April 2008 - April 2009
Job Marketing Representative/MyChoice Individual Health Products
Industry Insurance
Experience
BlueChoice, a subsidiary of Blue Cross Blue Shield of South Carolina  May 2012 - Present
The Northwestern Mutual Financial Network  March 2010 - July 2011
MassMutual Financial Group  April 2009 - March 2010
Morgan Stanley/Smith Barney   April 2008 - April 2009
Wachovia Bank  May 2006 - April 2008
Enterprise Rent-A-Car  November 2004 - May 2006

Skills
Leadership, Insurance, Sales, Marketing, New Business Development, Customer Service, Individual Health..., Health Care Reform, Healthcare Industry, Health Insurance, CRM, Cold Calling, Disability Insurance, Employee Benefits, Life Insurance, Long-term Care, Retirement Planning, Selling, Small Business, Strategic Planning, Term Life Insurance, Training, Management

Education
University of South Carolina-Columbia   1999 — 2003
Bachelor of Arts, Media

College of Charleston   1996 — 1997

susan kosowsky-rivetz susan kosowsky-rivetz Greater New York City Area Details
susan kosowsky-rivetz's Morgan Stanley/Smith Barney Experience October 1981 - September 1996
Job CEO of Rivetz Household
Industry Civic & Social Organization
Experience
Rivetz Household   May 1982 - Present
Morgan Stanley/Smith Barney   October 1981 - September 1996

Education
Adelphi University   1984 — 1986
CFP, Certified Financial Planner

Binghamton University   1976 — 1980
BS, Psychology, Sociology

Justin Harrow Justin Harrow Greater New York City Area Details
Justin Harrow's Morgan Stanley/Smith Barney Experience May 2007 - August 2009
Job Melzer & Associates, CPA's, P.C
Industry Financial Services
Experience
EisnerAmper LLP  February 2014 - August 2014
MayerMeinberg LLP   March 2013 - January 2014
Reade Levine & Company   July 2011 - March 2013
Revolution Investment Management   March 2011 - October 2011
J.P Morgan Chase and Co.   June 2010 - March 2011
Morgan Stanley/Smith Barney   May 2007 - August 2009

Skills
Accounting, CCH ProSystem Tax, QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Practice CS, Microsoft Access, Superform Tax Forms, ProSystem fx

Education
State University of New York College at Old Westbury
Accounting

State University of New York at Buffalo
Bachelor of Science in Business Administration, Concentration in Finance

mort wise mort wise Hanover, New Hampshire Details
mort wise's Morgan Stanley/Smith Barney Experience 1991 - 2003
Job Retired Financial Advisor
Industry Financial Services
Experience
Smith Barney/Morgan Stanley   May 1991 - March 2003
morgan stanley/smith barney   1991 - 2003
LF Rothschild  1978 - 1988

Education
Harvard Business School   1959 — 1961
MBA, Business Administration

University of Michigan   1955 — 1959
LSA, economics

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