Morgan Stanley/Smith Barney
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: 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
Morgan Stanley/Smith Barney List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley/Smith Barney. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley/Smith Barney Employees
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
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
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
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
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
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
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
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
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
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
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