MorganStanley SmithBarney
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
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MorganStanley SmithBarney Employees
Employee
Years
Job
Industry
Douglas Sheahan Douglas Sheahan's MorganStanley SmithBarney Experience 2008 - October 2012
Job ICCF Wealth Management
Industry Investment Management
Experience
ICCF Wealth Management 2012 - Present
MorganStanley SmithBarney 2008 - October 2012
Lennar Homes February 2005 - November 2007
CNL 2001 - 2005
Skills
Asset Managment, Strategic Financial..., Alternative Investments, Wealth Management, Financial Planners, Fixed Income, Cash Management, Retirement Planning, Succession Planning, 401k Rollovers, Long Term Care Insurance, Municipal Bonds, Investment Policy..., 529 Plans, Financial Analysis, Asset Management, Finance, Life Insurance, Financial Planning
Education
Stetson University 2003 — 2004
MBA
Miami University 1994 — 1998
B.S., Finance
ICCF Wealth Management 2012 - Present
MorganStanley SmithBarney 2008 - October 2012
Lennar Homes February 2005 - November 2007
CNL 2001 - 2005
Skills
Asset Managment, Strategic Financial..., Alternative Investments, Wealth Management, Financial Planners, Fixed Income, Cash Management, Retirement Planning, Succession Planning, 401k Rollovers, Long Term Care Insurance, Municipal Bonds, Investment Policy..., 529 Plans, Financial Analysis, Asset Management, Finance, Life Insurance, Financial Planning
Education
Stetson University 2003 — 2004
MBA
Miami University 1994 — 1998
B.S., Finance
Chad Stalder Chad Stalder's MorganStanley SmithBarney Experience September 2005 - December 2012
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS December 2012 - Present
MorganStanley SmithBarney September 2005 - December 2012
Ameriprise Financial Services, Inc. December 2002 - September 2005
T-Mobile 2000 - 2002
Education
College for Financial Planning 2008 — 2008
CRPC, Chartered Retirement Planning Counselor
University of Idaho 1995 — 2000
BA, Business Finance
University of Idaho 1995 — 2000
BA, Information Technology
UBS December 2012 - Present
MorganStanley SmithBarney September 2005 - December 2012
Ameriprise Financial Services, Inc. December 2002 - September 2005
T-Mobile 2000 - 2002
Education
College for Financial Planning 2008 — 2008
CRPC, Chartered Retirement Planning Counselor
University of Idaho 1995 — 2000
BA, Business Finance
University of Idaho 1995 — 2000
BA, Information Technology
Edward M. Frere, Jr. Edward M. Frere, Jr.'s MorganStanley SmithBarney Experience September 2009 - October 2011
Job SVP, RMBS Risk Management at US Bank
Industry Financial Services
Experience
US Bank September 2011 - Present
MorganStanley SmithBarney September 2009 - October 2011
RiskSpan October 2008 - September 2009
Wells Fargo 1994 - 2008
Arthur Andersen & Co 1988 - 1994
Freddie Mac 1990 - 1992
Skills
Leadership, Investments, Equities, Bloomberg, Fixed Income, Securitization, Valuation, Derivatives, Risk Management, Loans, Portfolio Management, MBS, Finance, Credit, Securities, Structured Products, Management, Credit Derivatives, Banking, Credit Analysis, Financial Analysis, Capital Markets, Financial Services, Credit Risk, Asset Management, Structured Finance
Education
Frostburg State University 1985 — 1987
Bachelor of Science, Accounting
US Bank September 2011 - Present
MorganStanley SmithBarney September 2009 - October 2011
RiskSpan October 2008 - September 2009
Wells Fargo 1994 - 2008
Arthur Andersen & Co 1988 - 1994
Freddie Mac 1990 - 1992
Skills
Leadership, Investments, Equities, Bloomberg, Fixed Income, Securitization, Valuation, Derivatives, Risk Management, Loans, Portfolio Management, MBS, Finance, Credit, Securities, Structured Products, Management, Credit Derivatives, Banking, Credit Analysis, Financial Analysis, Capital Markets, Financial Services, Credit Risk, Asset Management, Structured Finance
Education
Frostburg State University 1985 — 1987
Bachelor of Science, Accounting
Stacie Olivares-Castain Stacie Olivares-Castain's MorganStanley SmithBarney Experience July 2008 - March 2011
Job
Industry Investment Management
Experience
California Organized Investment Network (COIN) October 2011 - Present
MorganStanley SmithBarney July 2008 - March 2011
United Way of Greater Los Angeles 2007 - 2008
State of California January 2002 - January 2007
Palm, Inc. October 2000 - January 2002
Contra Costa County October 1997 - June 1998
Alameda County June 1997 - October 1997
Skills
Economics, Investments, Strategic Planning, Strategic Partnerships, Business Development, Business Strategy, Economic Development, Public Policy, Financial Modeling, Strategy, Financial Analysis, Management Consulting, Due Diligence, Finance, Business Planning, Leadership, Management, Analysis, Mergers, Entrepreneurship, Start-ups, Venture Capital, Portfolio Management, Executive Management, Financial Services, Mergers & Acquisitions, Fixed Income, Securities, Asset Management, Mutual Funds, Private Equity, Valuation
Education
Harvard University 1998 — 2000
MPP
Ecole nationale d'Administration 1999 — 1999
University of California, Berkeley 1992 — 1997
BA
Tecnológico de Monterrey 1996 — 1996
Certificate
Mt Diablo
California Organized Investment Network (COIN) October 2011 - Present
MorganStanley SmithBarney July 2008 - March 2011
United Way of Greater Los Angeles 2007 - 2008
State of California January 2002 - January 2007
Palm, Inc. October 2000 - January 2002
Contra Costa County October 1997 - June 1998
Alameda County June 1997 - October 1997
Skills
Economics, Investments, Strategic Planning, Strategic Partnerships, Business Development, Business Strategy, Economic Development, Public Policy, Financial Modeling, Strategy, Financial Analysis, Management Consulting, Due Diligence, Finance, Business Planning, Leadership, Management, Analysis, Mergers, Entrepreneurship, Start-ups, Venture Capital, Portfolio Management, Executive Management, Financial Services, Mergers & Acquisitions, Fixed Income, Securities, Asset Management, Mutual Funds, Private Equity, Valuation
Education
Harvard University 1998 — 2000
MPP
Ecole nationale d'Administration 1999 — 1999
University of California, Berkeley 1992 — 1997
BA
Tecnológico de Monterrey 1996 — 1996
Certificate
Mt Diablo
Brian Fleishhacker Brian Fleishhacker's MorganStanley SmithBarney Experience June 2009 - July 2009
Job Fixed Income Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald April 2015 - Present
Cantor Fitzgerald April 2014 - March 2015
Cantor Fitzgerald September 2010 - March 2014
MorganStanley SmithBarney June 2009 - July 2009
Chesapeake Capital Corporation January 2009 - January 2009
Skills
Chartered Financial...
Education
Haverford College 2006 — 2010
Bachelor of Arts, Economics
New York University - Leonard N. Stern School of Business 2008 — 2008
Bachelor of Arts, Economics
Manhasset High School
Manhasset High School
Cantor Fitzgerald April 2015 - Present
Cantor Fitzgerald April 2014 - March 2015
Cantor Fitzgerald September 2010 - March 2014
MorganStanley SmithBarney June 2009 - July 2009
Chesapeake Capital Corporation January 2009 - January 2009
Skills
Chartered Financial...
Education
Haverford College 2006 — 2010
Bachelor of Arts, Economics
New York University - Leonard N. Stern School of Business 2008 — 2008
Bachelor of Arts, Economics
Manhasset High School
Manhasset High School
Marie Stephanie St. Hilaire, M.S. Marie Stephanie St. Hilaire, M.S.'s MorganStanley SmithBarney Experience July 2007 - February 2010
Job Experienced Educator
Industry Education Management
Experience
Broward County Public Schools 2013 - Present
Broward County Public Schools 2012 - 2013
Hollywood Christian School August 2011 - November 2012
Seminole Tribe of Florida-Education Dept. September 2010 - March 2012
Hollywood Christian A February 2011 - May 2011
MorganStanley SmithBarney July 2007 - February 2010
Bank of America June 2005 - May 2007
Skills
Financial Accounting, Building Relationships, Fundraising, Investments, Administration, Computer Proficiency, Wealth Management, Statistics, Public Speaking, System Administration, Teaching, Tutoring, Critical Thinking, Educational Leadership, Classroom, Leadership Development, Finance, Microsoft Office, Teacher Training, Administrative..., Data Analysis, Staff Development, Mathematics Education, Lesson Planning, Classroom Management, Technology Integration
Education
Barry University 2011 — 2013
Master's degree, Educational Leadership, 3.75 GPA
Florida Atlantic University 2002 — 2004
Finance & International Business, Finance
Broward County Public Schools 2013 - Present
Broward County Public Schools 2012 - 2013
Hollywood Christian School August 2011 - November 2012
Seminole Tribe of Florida-Education Dept. September 2010 - March 2012
Hollywood Christian A February 2011 - May 2011
MorganStanley SmithBarney July 2007 - February 2010
Bank of America June 2005 - May 2007
Skills
Financial Accounting, Building Relationships, Fundraising, Investments, Administration, Computer Proficiency, Wealth Management, Statistics, Public Speaking, System Administration, Teaching, Tutoring, Critical Thinking, Educational Leadership, Classroom, Leadership Development, Finance, Microsoft Office, Teacher Training, Administrative..., Data Analysis, Staff Development, Mathematics Education, Lesson Planning, Classroom Management, Technology Integration
Education
Barry University 2011 — 2013
Master's degree, Educational Leadership, 3.75 GPA
Florida Atlantic University 2002 — 2004
Finance & International Business, Finance
Matthew Hipps Matthew Hipps's MorganStanley SmithBarney Experience May 2002 - February 2011
Job President at FlyBuy Technologies
Industry Consumer Services
Experience
FlyBuy Technologies October 2014 - Present
All Things Youth Sports April 2014 - Present
CPCM February 2011 - December 2013
MorganStanley SmithBarney May 2002 - February 2011
Banc of America Securities 1997 - 2002
Montgomery Securities 1993 - 2002
Skills
IRAs, Alternative Investments, Series 7, Series 63, Investments, Management, Strategic Planning, Business Development, Asset Allocation, Asset Management, Strategic Partnerships, Securities, Strategy, Wealth Management, Hedge Funds, Equities, Mergers & Acquisitions, Entrepreneurship, Start-ups, Portfolio Management, Fixed Income, Retirement Planning
Education
University of Pennsylvania 1987 — 1992
FlyBuy Technologies October 2014 - Present
All Things Youth Sports April 2014 - Present
CPCM February 2011 - December 2013
MorganStanley SmithBarney May 2002 - February 2011
Banc of America Securities 1997 - 2002
Montgomery Securities 1993 - 2002
Skills
IRAs, Alternative Investments, Series 7, Series 63, Investments, Management, Strategic Planning, Business Development, Asset Allocation, Asset Management, Strategic Partnerships, Securities, Strategy, Wealth Management, Hedge Funds, Equities, Mergers & Acquisitions, Entrepreneurship, Start-ups, Portfolio Management, Fixed Income, Retirement Planning
Education
University of Pennsylvania 1987 — 1992
Chuck Alvarez's MorganStanley SmithBarney Experience July 2010 - November 2013
Job Chief Data Officer at TechTarget
Industry Market Research
Experience
TechTarget April 2015 - Present
Applied Intellect February 2014 - April 2015
MorganStanley-SmithBarney July 2010 - November 2013
Bear Stearns June 2007 - July 2010
Morgan Stanley January 2006 - June 2007
Private Equity and JPMorgan November 2004 - December 2005
Fleet Boston/BoA April 2002 - November 2004
Credit Suisse April 1998 - February 2002
JPMorgan 1988 - 1998
NYNEX Science and Technology - Bellcore 1986 - 1988
Skills
Trading, Fixed Income, SDLC, Asset Management, Equities, Project Management, Capital Markets, Portfolio Management, Software Development, Management, Low Latency, Derivatives, Integration, Back Office, Options, Financial Services, Databases, Electronic Trading, Commodity, Trading Systems, Enterprise Architecture, Strategic Planning, Asset Managment, Business Intelligence, Business Strategy, Strategy, Risk Management, Sybase, Distributed Systems, Java, Leadership, Organizational..., Big Data, Hadoop
Education
Manhattan College 1977 — 1981
BS/MS, Physics/Computer Science
TechTarget April 2015 - Present
Applied Intellect February 2014 - April 2015
MorganStanley-SmithBarney July 2010 - November 2013
Bear Stearns June 2007 - July 2010
Morgan Stanley January 2006 - June 2007
Private Equity and JPMorgan November 2004 - December 2005
Fleet Boston/BoA April 2002 - November 2004
Credit Suisse April 1998 - February 2002
JPMorgan 1988 - 1998
NYNEX Science and Technology - Bellcore 1986 - 1988
Skills
Trading, Fixed Income, SDLC, Asset Management, Equities, Project Management, Capital Markets, Portfolio Management, Software Development, Management, Low Latency, Derivatives, Integration, Back Office, Options, Financial Services, Databases, Electronic Trading, Commodity, Trading Systems, Enterprise Architecture, Strategic Planning, Asset Managment, Business Intelligence, Business Strategy, Strategy, Risk Management, Sybase, Distributed Systems, Java, Leadership, Organizational..., Big Data, Hadoop
Education
Manhattan College 1977 — 1981
BS/MS, Physics/Computer Science
Lin Hung's MorganStanley SmithBarney Experience March 2001 - Present
Job Director of Operations at Morgan Stanley
Industry Financial Services
Experience
MorganStanley SmithBarney March 2001 - Present
The Chase Manhattan Bank 1999 - 2001
Education
University at Albany, SUNY 1984 — 1988
MorganStanley SmithBarney March 2001 - Present
The Chase Manhattan Bank 1999 - 2001
Education
University at Albany, SUNY 1984 — 1988
Luke Bruggeman's MorganStanley SmithBarney Experience March 1986 - Present
Job First Vice President MorganStanley SmithBarney
Industry Investment Banking
Experience
MorganStanley SmithBarney March 1986 - Present
Education
Nyenrode Business University
MorganStanley SmithBarney March 1986 - Present
Education
Nyenrode Business University
Donna Kobus-Mandel's MorganStanley SmithBarney Experience 2008 - 2009
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Northern Trust Asset Management September 2012 - December 2014
Northern Trust Global Investments October 2011 - October 2012
Wells Fargo Advisors June 2011 - September 2011
College of Lake County 2010 - 2011
MorganStanley SmithBarney 2008 - 2009
Wachovia Securities. LLC 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Investments, Client Services, Equities, Asset Management, Series 63, Series 7, ETFs, Mutual Funds, Portfolio Management, Fixed Income, Securities, Financial Services, Management
Education
College of Lake County
Paralegal Studies Program
Illinois State University
Bachelor of Science (BS)
Fidelity Investments June 2015 - Present
Northern Trust Asset Management September 2012 - December 2014
Northern Trust Global Investments October 2011 - October 2012
Wells Fargo Advisors June 2011 - September 2011
College of Lake County 2010 - 2011
MorganStanley SmithBarney 2008 - 2009
Wachovia Securities. LLC 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Investments, Client Services, Equities, Asset Management, Series 63, Series 7, ETFs, Mutual Funds, Portfolio Management, Fixed Income, Securities, Financial Services, Management
Education
College of Lake County
Paralegal Studies Program
Illinois State University
Bachelor of Science (BS)
Terry Traynor's MorganStanley SmithBarney Experience October 2006 - April 2010
Job Senior Supervisory Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial 2011 - Present
MORGANSTANLEY SMITHBARNEY October 2006 - April 2010
MORGANSTANLEY SMITHBARNEY January 1997 - April 2010
MORGANSTANLEY SMITHBARNEY January 1999 - January 2006
MORGANSTANLEY SMITHBARNEY January 1997 - January 1999
FIRST AMERICAN EQUITIES, INC January 1996 - January 1997
AMUSEMENTS R - US January 1988 - January 1994
Hinckley & Schmidtt January 1985 - January 1988
Education
Orange Coast College
U
C.I, Math Major
University of Phoenix
Business Major
LPL Financial 2011 - Present
MORGANSTANLEY SMITHBARNEY October 2006 - April 2010
MORGANSTANLEY SMITHBARNEY January 1997 - April 2010
MORGANSTANLEY SMITHBARNEY January 1999 - January 2006
MORGANSTANLEY SMITHBARNEY January 1997 - January 1999
FIRST AMERICAN EQUITIES, INC January 1996 - January 1997
AMUSEMENTS R - US January 1988 - January 1994
Hinckley & Schmidtt January 1985 - January 1988
Education
Orange Coast College
U
C.I, Math Major
University of Phoenix
Business Major
Richard R. Torrenti's MorganStanley SmithBarney Experience 2000 - Present
Job MorganStanley SmithBarney
Industry Financial Services
Experience
MorganStanley SmithBarney 2000 - Present
GMAC Insurance August 1968 - January 2000
Education
Mount St. Mary's University 1964 — 1968
BS, Economics/Accounting
MorganStanley SmithBarney 2000 - Present
GMAC Insurance August 1968 - January 2000
Education
Mount St. Mary's University 1964 — 1968
BS, Economics/Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.