MorganStanley SmithBarney LLC
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 LLC Employees
Employee
Years
Job
Industry
Payne Henderson Payne Henderson's MorganStanley SmithBarney LLC Experience September 2011 - October 2013
Job Sales Consultant at Mark Dunning Industries
Industry Environmental Services
Experience
Mark Dunning Industries December 2013 - Present
MorganStanley SmithBarney LLC September 2011 - October 2013
Skills
Retirement
Education
Samford University 2008 — 2011
Bachelor of Science (BS), Finance and Management
Mark Dunning Industries December 2013 - Present
MorganStanley SmithBarney LLC September 2011 - October 2013
Skills
Retirement
Education
Samford University 2008 — 2011
Bachelor of Science (BS), Finance and Management
Nina Clancy Nina Clancy's MorganStanley SmithBarney LLC Experience April 2008 - October 2012
Job Executive Assistant at Ernst & Young
Industry Financial Services
Experience
Ernst & Young September 2012 - Present
MorganStanley SmithBarney LLC April 2008 - October 2012
Skills
Sales, Microsoft Office, Project Management, Customer Service, Sales Management, PowerPoint, Microsoft Excel, Strategic Planning, Social Media, Management, Event Planning, Social Networking, Budgets, Microsoft Word, Team Building, Leadership
Education
Bay State College
Ernst & Young September 2012 - Present
MorganStanley SmithBarney LLC April 2008 - October 2012
Skills
Sales, Microsoft Office, Project Management, Customer Service, Sales Management, PowerPoint, Microsoft Excel, Strategic Planning, Social Media, Management, Event Planning, Social Networking, Budgets, Microsoft Word, Team Building, Leadership
Education
Bay State College
Charlie Doty Charlie Doty's MorganStanley SmithBarney LLC Experience August 2004 - August 2005
Job International Tax Manager, PwC
Industry Accounting
Experience
PwC September 2010 - Present
Lee Enterprises September 2006 - August 2007
MorganStanley SmithBarney LLC August 2004 - August 2005
PwC June 2002 - July 2004
Skills
Tax, International Tax, Accounting, Corporate Tax, Financial Reporting, Tax Accounting, Tax Research, Tax Law, Income Tax, Financial Statements, Golf, Sarbanes-Oxley, Financial Modeling, Finance, US GAAP, Sarbanes-Oxley Act, Financial Accounting, GAAP, SEC filings, Big 4
Education
Willamette University College of Law 2007 — 2010
Doctor of Law (JD), Business/Commerce, General
Santa Clara University 1999 — 2003
Bachelor's degree, Accounting and Finance
PwC September 2010 - Present
Lee Enterprises September 2006 - August 2007
MorganStanley SmithBarney LLC August 2004 - August 2005
PwC June 2002 - July 2004
Skills
Tax, International Tax, Accounting, Corporate Tax, Financial Reporting, Tax Accounting, Tax Research, Tax Law, Income Tax, Financial Statements, Golf, Sarbanes-Oxley, Financial Modeling, Finance, US GAAP, Sarbanes-Oxley Act, Financial Accounting, GAAP, SEC filings, Big 4
Education
Willamette University College of Law 2007 — 2010
Doctor of Law (JD), Business/Commerce, General
Santa Clara University 1999 — 2003
Bachelor's degree, Accounting and Finance
Andrew (AJ) Baworowsky Andrew (AJ) Baworowsky's MorganStanley SmithBarney LLC Experience January 2009 - May 2009
Job FP&A Analyst at Tesoro Corporation
Industry Financial Services
Experience
Tesoro Corporation May 2015 - Present
Emerson Process Management January 2013 - April 2015
Wells Fargo Advisors July 2011 - January 2013
Wells Fargo Advisors February 2010 - July 2011
MorganStanley SmithBarney LLC January 2009 - May 2009
RWTH Aachen University May 2008 - August 2008
AXA Advisors April 2006 - February 2007
Skills
Portfolio Management, Equities, Excel, Mutual Funds, Microsoft Office, Financial Modeling, Analysis, Word, Fixed Income, Financial Analysis, Investments, Asset Management, PowerPoint, Securities, Access, Research, Asset Allocation, Customer Service, Wealth Management, Data Analysis, Outlook, Public Speaking, German, Economics, Microsoft Excel
Education
Washington University in St. Louis - Olin Business School 2010 — 2013
MBA, Finance
Saint Louis University 2005 — 2009
BSBA, Finance and German Studies
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2007 — 2007
Tesoro Corporation May 2015 - Present
Emerson Process Management January 2013 - April 2015
Wells Fargo Advisors July 2011 - January 2013
Wells Fargo Advisors February 2010 - July 2011
MorganStanley SmithBarney LLC January 2009 - May 2009
RWTH Aachen University May 2008 - August 2008
AXA Advisors April 2006 - February 2007
Skills
Portfolio Management, Equities, Excel, Mutual Funds, Microsoft Office, Financial Modeling, Analysis, Word, Fixed Income, Financial Analysis, Investments, Asset Management, PowerPoint, Securities, Access, Research, Asset Allocation, Customer Service, Wealth Management, Data Analysis, Outlook, Public Speaking, German, Economics, Microsoft Excel
Education
Washington University in St. Louis - Olin Business School 2010 — 2013
MBA, Finance
Saint Louis University 2005 — 2009
BSBA, Finance and German Studies
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2007 — 2007
Federico Barreto Federico Barreto's MorganStanley SmithBarney LLC Experience August 2010 - Present
Job Vice President, Financial Advisor at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC August 2010 - Present
Education
University of California, Berkeley 2005 — 2005
CIMA
Florida Atlantic University 1993 — 1995
MBA, Business Administration
Franklin & Marshall College 1989 — 1992
BA, Business Administration
The Armand Hammer United World College 1987 — 1989
IB
MorganStanley SmithBarney LLC August 2010 - Present
Education
University of California, Berkeley 2005 — 2005
CIMA
Florida Atlantic University 1993 — 1995
MBA, Business Administration
Franklin & Marshall College 1989 — 1992
BA, Business Administration
The Armand Hammer United World College 1987 — 1989
IB
Katherine Kingman Katherine Kingman's MorganStanley SmithBarney LLC Experience October 2008 - August 2012
Job Accountant at International Studies Abroad (ISA)
Industry Education Management
Experience
International Studies Abroad (ISA) October 2014 - Present
The Boston Consulting Group August 2012 - November 2013
MorganStanley SmithBarney LLC October 2008 - August 2012
Citi Smith Barney November 2007 - October 2008
Shih Hsin University September 2006 - January 2007
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Intercultural..., Mandarin, Event Planning, Social Networking
Education
Saginaw Valley State University 2002 — 2007
B.A., International Studies
Shih Hsin University 2006 — 2007
Full Academic Scholarship, Chinese Language (Mandarin)
International Studies Abroad (ISA) October 2014 - Present
The Boston Consulting Group August 2012 - November 2013
MorganStanley SmithBarney LLC October 2008 - August 2012
Citi Smith Barney November 2007 - October 2008
Shih Hsin University September 2006 - January 2007
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Intercultural..., Mandarin, Event Planning, Social Networking
Education
Saginaw Valley State University 2002 — 2007
B.A., International Studies
Shih Hsin University 2006 — 2007
Full Academic Scholarship, Chinese Language (Mandarin)
John A Spensieri's MorganStanley SmithBarney LLC Experience April 2010 - October 2011
Job Consultant Spensieri Contemporry Art (SCA)
Industry Fine Art
Experience
Spensieri Contemporary Art (SCA) January 2012 - Present
MorganStanley SmithBarney LLC April 2010 - October 2011
Wells Fargo Advisors February 2007 - April 2010
Core Strategies January 2001 - February 2007
Fast Parts 1998 - 2001
Skills
Wealth Management, Asset Allocation, Strategic Planning, Business Development, Business Strategy, Marketing
Education
Loyola University of Chicago 1973 — 1976
Master of Business Administration (MBA), Marketing
Marquette University 1963 — 1968
BSME, Mechanical Engineering
Spensieri Contemporary Art (SCA) January 2012 - Present
MorganStanley SmithBarney LLC April 2010 - October 2011
Wells Fargo Advisors February 2007 - April 2010
Core Strategies January 2001 - February 2007
Fast Parts 1998 - 2001
Skills
Wealth Management, Asset Allocation, Strategic Planning, Business Development, Business Strategy, Marketing
Education
Loyola University of Chicago 1973 — 1976
Master of Business Administration (MBA), Marketing
Marquette University 1963 — 1968
BSME, Mechanical Engineering
Richard Marchisello Richard Marchisello's MorganStanley SmithBarney LLC Experience May 2009 - August 2009
Job Associate at Cerberus Capital Management L.P.
Industry Venture Capital & Private Equity
Experience
Cerberus Capital Management March 2013 - Present
Morgan Stanley March 2012 - March 2013
Investors Capital Partners May 2011 - March 2012
MorganStanley SmithBarney LLC May 2009 - August 2009
New York Mercantile Exchange May 2008 - August 2008
Skills
Microsoft Office, Funding, Budgeting, Accounting, Quickbooks, Microsoft Excel, Financial Analysis, Valuation, Budgets, Analysis, Portfolio Management, Financial Modeling, Finance
Education
Salve Regina University 2007 — 2011
Bachelor of Science, Finance
Cerberus Capital Management March 2013 - Present
Morgan Stanley March 2012 - March 2013
Investors Capital Partners May 2011 - March 2012
MorganStanley SmithBarney LLC May 2009 - August 2009
New York Mercantile Exchange May 2008 - August 2008
Skills
Microsoft Office, Funding, Budgeting, Accounting, Quickbooks, Microsoft Excel, Financial Analysis, Valuation, Budgets, Analysis, Portfolio Management, Financial Modeling, Finance
Education
Salve Regina University 2007 — 2011
Bachelor of Science, Finance
Amir Boghdady Amir Boghdady's MorganStanley SmithBarney LLC Experience January 2008 - May 2010
Job Financial Advisor at Citigroup CPWM
Industry Financial Services
Experience
Citi Personal Wealth Managment November 2014 - Present
Citi May 2010 - Present
MorganStanley SmithBarney LLC January 2008 - May 2010
CITIBANK N October 2003 - May 2008
METLIFE INSURANCE CO February 2002 - July 2003
INTREPID SECURITIES INC January 2000 - January 2002
Skills
Securities, Strategic Financial..., Insurance, Funding, Finance, Sales, Customer Service, Management, Marketing, Wealth Management, Series 7, Mutual Funds, Series 63, Retirement Planning, Investments, Accounting, Banking, CRM, Credit, Equities, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Loans, Mergers & Acquisitions, Mortgage Lending, Portfolio Management, Series 6, Series 65, Uniform Combined State..., Relationship Management, Series 24, Consumer Lending, FINRA, Retirement
Education
National University 2005 — 2008
MBA, Financial services
California State University-Long Beach 1995 — 2001
BS, Bachelor of Science in Business Administration
Citi Personal Wealth Managment November 2014 - Present
Citi May 2010 - Present
MorganStanley SmithBarney LLC January 2008 - May 2010
CITIBANK N October 2003 - May 2008
METLIFE INSURANCE CO February 2002 - July 2003
INTREPID SECURITIES INC January 2000 - January 2002
Skills
Securities, Strategic Financial..., Insurance, Funding, Finance, Sales, Customer Service, Management, Marketing, Wealth Management, Series 7, Mutual Funds, Series 63, Retirement Planning, Investments, Accounting, Banking, CRM, Credit, Equities, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Loans, Mergers & Acquisitions, Mortgage Lending, Portfolio Management, Series 6, Series 65, Uniform Combined State..., Relationship Management, Series 24, Consumer Lending, FINRA, Retirement
Education
National University 2005 — 2008
MBA, Financial services
California State University-Long Beach 1995 — 2001
BS, Bachelor of Science in Business Administration
Jacob Guevara's MorganStanley SmithBarney LLC Experience June 2011 - August 2011
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
BURNDY LLC May 2012 - February 2014
MorganStanley SmithBarney LLC June 2011 - August 2011
Skills
•Proficient in Word..., Microsoft Excel, Customer Service, PowerPoint, Management, Microsoft Office, Microsoft Word, Outlook, Process Improvement, Team Building, Sales, Financial Analysis
Education
Eastern Nazarene College 2008 — 2011
Bachelor of Science (BS), Accounting and Finance
Fidelity Investments February 2014 - Present
BURNDY LLC May 2012 - February 2014
MorganStanley SmithBarney LLC June 2011 - August 2011
Skills
•Proficient in Word..., Microsoft Excel, Customer Service, PowerPoint, Management, Microsoft Office, Microsoft Word, Outlook, Process Improvement, Team Building, Sales, Financial Analysis
Education
Eastern Nazarene College 2008 — 2011
Bachelor of Science (BS), Accounting and Finance
Brett Pandelo Brett Pandelo's MorganStanley SmithBarney LLC Experience January 2009 - Present
Job Investment Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
MorganStanley SmithBarney LLC January 2009 - Present
Morgan Stanley February 2007 - January 2009
PrimeVest Financial Services June 2005 - February 2007
Skills
Series 7, Series 63, Uniform Combined State..., Mutual Funds, Securities, Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Investments, Equities, Financial Services, Series 6, Strategic Financial..., 401k, Insurance, Asset Managment, Wealth Management, Banking, Fixed Income
Education
New York Institute of Technology-Old Westbury
Bachlors Degree, Business Administration
Morgan Stanley Wealth Management September 2013 - Present
MorganStanley SmithBarney LLC January 2009 - Present
Morgan Stanley February 2007 - January 2009
PrimeVest Financial Services June 2005 - February 2007
Skills
Series 7, Series 63, Uniform Combined State..., Mutual Funds, Securities, Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Investments, Equities, Financial Services, Series 6, Strategic Financial..., 401k, Insurance, Asset Managment, Wealth Management, Banking, Fixed Income
Education
New York Institute of Technology-Old Westbury
Bachlors Degree, Business Administration
B Deen Lincoln B Deen Lincoln's MorganStanley SmithBarney LLC Experience September 2003 - Present
Job Registered Marketing Associate at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC September 2003 - Present
L. Cotton Thomas, CPA's February 2002 - July 2003
Education
University of Arkansas at Fayetteville 1978 — 1979
Masters of Science in Accounting
American Graduate School of International Management 1974 — 1975
Master's in International Management, Marketing, Finance and Spanish
Westminster College (MO) 1970 — 1974
Bachelor of Arts (BA), Business and Mathematics
MorganStanley SmithBarney LLC September 2003 - Present
L. Cotton Thomas, CPA's February 2002 - July 2003
Education
University of Arkansas at Fayetteville 1978 — 1979
Masters of Science in Accounting
American Graduate School of International Management 1974 — 1975
Master's in International Management, Marketing, Finance and Spanish
Westminster College (MO) 1970 — 1974
Bachelor of Arts (BA), Business and Mathematics
Jessica O'Boyle's MorganStanley SmithBarney LLC Experience June 2008 - August 2008
Job Resource Management Specialist at Deloitte
Industry Human Resources
Experience
Deloitte November 2013 - Present
Deloitte September 2013 - November 2013
Deloitte September 2012 - August 2013
Deloitte September 2011 - August 2012
Deloitte & Touche June 2010 - August 2010
Par Pharmaceutical June 2009 - August 2009
MorganStanley SmithBarney LLC June 2008 - August 2008
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Managerial Finance, Due Diligence, Corporate Finance, Finance, Microsoft Excel, US GAAP, External Audit, Business Process..., Big 4, SEC filings, Internal Controls, Risk Management
Education
Villanova University 2006 — 2010
Bachelor of Science, Accountancy
Montclair State University
Accounting
Deloitte November 2013 - Present
Deloitte September 2013 - November 2013
Deloitte September 2012 - August 2013
Deloitte September 2011 - August 2012
Deloitte & Touche June 2010 - August 2010
Par Pharmaceutical June 2009 - August 2009
MorganStanley SmithBarney LLC June 2008 - August 2008
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Managerial Finance, Due Diligence, Corporate Finance, Finance, Microsoft Excel, US GAAP, External Audit, Business Process..., Big 4, SEC filings, Internal Controls, Risk Management
Education
Villanova University 2006 — 2010
Bachelor of Science, Accountancy
Montclair State University
Accounting
Sean Rodgers's MorganStanley SmithBarney LLC Experience June 2010 - August 2010
Job Financial Controller at StreetwiseMedia
Industry Media Production
Experience
Streetwise-Media September 2013 - Present
State Street September 2012 - September 2013
Next Street July 2011 - September 2011
MorganStanley SmithBarney LLC June 2010 - August 2010
Ron Landscaping May 2007 - August 2010
Project RISE July 2009 - August 2009
Skills
Portfolio Management, Bloomberg, Financial Analysis, Investments, Leadership, Management, Finance, Microsoft Excel, Analysis, Accounting, Financial Modeling, Financial Reporting, Strategic Financial..., PowerPoint
Education
Fairfield University 2008 — 2012
Bachelor of Science (BS), International Business, Business Managenet, Accounting
Thayer Academy 2004 — 2008
HS Diploma
Streetwise-Media September 2013 - Present
State Street September 2012 - September 2013
Next Street July 2011 - September 2011
MorganStanley SmithBarney LLC June 2010 - August 2010
Ron Landscaping May 2007 - August 2010
Project RISE July 2009 - August 2009
Skills
Portfolio Management, Bloomberg, Financial Analysis, Investments, Leadership, Management, Finance, Microsoft Excel, Analysis, Accounting, Financial Modeling, Financial Reporting, Strategic Financial..., PowerPoint
Education
Fairfield University 2008 — 2012
Bachelor of Science (BS), International Business, Business Managenet, Accounting
Thayer Academy 2004 — 2008
HS Diploma
Douglas Trower Douglas Trower's MorganStanley SmithBarney LLC Experience April 2010 - Present
Job Retired at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC April 2010 - Present
LeggMason April 1987 - March 2008
Atlantic Richfield (Arco) April 1966 - September 1983
Skills
Series 7, Securities, Investments, Estate Planning, Equities, Wealth Management, Retirement, Portfolio Management, Financial Services, Management, Financial Planning, Sales, Asset Management, Retirement Planning, Mutual Funds, Fixed Income, Finance
Education
University of Baltimore 1955 — 1959
BS in Business Administration, Business, Management, Marketing, and Related Support Services, B
Barnard School For Boys 1942 — 1948
graduated High School, Academic
MorganStanley SmithBarney LLC April 2010 - Present
LeggMason April 1987 - March 2008
Atlantic Richfield (Arco) April 1966 - September 1983
Skills
Series 7, Securities, Investments, Estate Planning, Equities, Wealth Management, Retirement, Portfolio Management, Financial Services, Management, Financial Planning, Sales, Asset Management, Retirement Planning, Mutual Funds, Fixed Income, Finance
Education
University of Baltimore 1955 — 1959
BS in Business Administration, Business, Management, Marketing, and Related Support Services, B
Barnard School For Boys 1942 — 1948
graduated High School, Academic
Christopher Selke Christopher Selke's MorganStanley SmithBarney LLC Experience October 2009 - Present
Job Morgan Stanley
Industry Financial Services
Experience
MorganStanley SmithBarney LLC October 2009 - Present
UBS Financial Services March 2003 - October 2009
Morgan Stanley Dean Witter June 2002 - March 2003
Skills
Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Equities, Securities, Asset Allocation, Mutual Funds, Financial Advisory, Investment Advisory, Investments, Strategic Financial..., Series 63, Trading, Series 65, Investment Strategies, ETFs, Wealth Management..., Financial Analysis, Wealth, 401k Rollovers, Fixed Annuities, 401k, FINRA, Bonds, IRAs, Retirement, Hedge Funds, Fixed Income, Estate Planning, High Net Worth..., Portfolio Management, Asset Management, Variable Annuities, Financial Markets, Wealth Accumulation, Stocks, Life Insurance, Capital Markets, Financial Services, Mortgage Lending, Separately Managed..., Municipal Bonds, Bloomberg, 529 Plans, Options, Financial Planners, Investment Management, Saving for Education, Alternative Investments
Education
Johnson and Wales University 1999 — 2002
Bachelor of Science (BS), Financial Services Management
MorganStanley SmithBarney LLC October 2009 - Present
UBS Financial Services March 2003 - October 2009
Morgan Stanley Dean Witter June 2002 - March 2003
Skills
Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Equities, Securities, Asset Allocation, Mutual Funds, Financial Advisory, Investment Advisory, Investments, Strategic Financial..., Series 63, Trading, Series 65, Investment Strategies, ETFs, Wealth Management..., Financial Analysis, Wealth, 401k Rollovers, Fixed Annuities, 401k, FINRA, Bonds, IRAs, Retirement, Hedge Funds, Fixed Income, Estate Planning, High Net Worth..., Portfolio Management, Asset Management, Variable Annuities, Financial Markets, Wealth Accumulation, Stocks, Life Insurance, Capital Markets, Financial Services, Mortgage Lending, Separately Managed..., Municipal Bonds, Bloomberg, 529 Plans, Options, Financial Planners, Investment Management, Saving for Education, Alternative Investments
Education
Johnson and Wales University 1999 — 2002
Bachelor of Science (BS), Financial Services Management
Alexandria Babnik's MorganStanley SmithBarney LLC Experience January 2012 - June 2012
Job DirectorClient Management at InSource
Industry Financial Services
Experience
InSource, Inc July 2015 - Present
Bright House Networks October 2013 - Present
Northwestern Mutual July 2012 - July 2014
MorganStanley SmithBarney LLC January 2012 - June 2012
Morgan Stanley Smith Barney January 2012 - June 2012
Merrill Lynch September 2011 - January 2012
Skills
Series 7, Investments, Financial Analysis, Retirement Planning, Portfolio Management, Strategic Financial..., Customer Service, Access, Budgets, Analysis
Education
Florida State University
St. Petersburg College, College of Business
Bachelor of Science2012
InSource, Inc July 2015 - Present
Bright House Networks October 2013 - Present
Northwestern Mutual July 2012 - July 2014
MorganStanley SmithBarney LLC January 2012 - June 2012
Morgan Stanley Smith Barney January 2012 - June 2012
Merrill Lynch September 2011 - January 2012
Skills
Series 7, Investments, Financial Analysis, Retirement Planning, Portfolio Management, Strategic Financial..., Customer Service, Access, Budgets, Analysis
Education
Florida State University
St. Petersburg College, College of Business
Bachelor of Science2012
Paul Herman's MorganStanley SmithBarney LLC Experience 2011 - 2012
Job Managing Director Financial Services at The Execu|Search Group
Industry Staffing and Recruiting
Experience
The ExecuSearch Group 2012 - Present
MorganStanley SmithBarney LLC 2011 - 2012
AXA Equitable 2010 - 2011
Ithaca Fund August 2009 - December 2009
AXA Equitable June 2009 - August 2009
Noise Marketing May 2008 - August 2008
Skills
Trading, Equities, Options, Investment Banking, Account Management, Bloomberg, Capital Markets, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Human Resources, Management, Mutual Funds, Risk Management, Training, Portfolio Management, Recruiting
Education
Bond University
Study Abroad, International Business
Ithaca College
Bachelor of Science, Business Administration, Marketing
The ExecuSearch Group 2012 - Present
MorganStanley SmithBarney LLC 2011 - 2012
AXA Equitable 2010 - 2011
Ithaca Fund August 2009 - December 2009
AXA Equitable June 2009 - August 2009
Noise Marketing May 2008 - August 2008
Skills
Trading, Equities, Options, Investment Banking, Account Management, Bloomberg, Capital Markets, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Human Resources, Management, Mutual Funds, Risk Management, Training, Portfolio Management, Recruiting
Education
Bond University
Study Abroad, International Business
Ithaca College
Bachelor of Science, Business Administration, Marketing
Steven Foote Steven Foote's MorganStanley SmithBarney LLC Experience January 2011 - June 2015
Job Managing Director at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities June 2015 - Present
MorganStanley SmithBarney LLC January 2011 - June 2015
Ingalls & Synder LLC June 1991 - January 2011
Education
Dartmouth College 1979 — 1983
Bachelor’s Degree, English
JP Morgan Securities June 2015 - Present
MorganStanley SmithBarney LLC January 2011 - June 2015
Ingalls & Synder LLC June 1991 - January 2011
Education
Dartmouth College 1979 — 1983
Bachelor’s Degree, English
Arnoldo santiago's MorganStanley SmithBarney LLC Experience 1998 - 2007
Job Senior Vice President, Wealth Management / Senior Financial Advisor / Portfolio Manager, PIA Program
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
MorganStanley SmithBarney LLC 1998 - 2007
Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Mergers & Acquisitions, Mutual Funds, Finance, Securities, Investments, Equities, Fixed Income, Asset Allocation, Investment Advisory, Portfolio Management, Retirement Planning, Asset Management
Education
Santa Clara University - Leavey School of Business 1994 — 1998
BSC, Finance
Merrill Lynch 2007 - Present
MorganStanley SmithBarney LLC 1998 - 2007
Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Mergers & Acquisitions, Mutual Funds, Finance, Securities, Investments, Equities, Fixed Income, Asset Allocation, Investment Advisory, Portfolio Management, Retirement Planning, Asset Management
Education
Santa Clara University - Leavey School of Business 1994 — 1998
BSC, Finance
Kyle Frazier Kyle Frazier's MorganStanley SmithBarney LLC Experience February 2009 - February 2012
Job CoOwner / CoFounder at CrossFit James Island
Industry Health, Wellness and Fitness
Experience
CrossFit James Island April 2012 - Present
Brickhouse Crossfit April 2010 - February 2012
MorganStanley SmithBarney LLC February 2009 - February 2012
Skills
Series 7, Investments, Customer Service, Wealth Management
Education
Hampden-Sydney College 2004 — 2008
BA, Economics and Commerce
CrossFit James Island April 2012 - Present
Brickhouse Crossfit April 2010 - February 2012
MorganStanley SmithBarney LLC February 2009 - February 2012
Skills
Series 7, Investments, Customer Service, Wealth Management
Education
Hampden-Sydney College 2004 — 2008
BA, Economics and Commerce
Jeff Pietrzak's MorganStanley SmithBarney LLC Experience May 2008 - July 2011
Job CG Regional Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Morgan Stanley Smith Barney July 2011 - February 2013
MorganStanley SmithBarney LLC May 2008 - July 2011
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelors, Marketing
Morgan Stanley February 2013 - Present
Morgan Stanley Smith Barney July 2011 - February 2013
MorganStanley SmithBarney LLC May 2008 - July 2011
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelors, Marketing
Craig Pruett's MorganStanley SmithBarney LLC Experience December 2005 - September 2012
Job Managing Director Northeast Regional Supervisory Manager at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC September 2014 - Present
JPMorgan Securities LLC September 2012 - September 2014
MorganStanley SmithBarney LLC December 2005 - September 2012
Dreyfus Service Corp. 1997 - 2005
Glen Rauch Securities 1987 - 1997
Education
Ithaca College
Bachelor of Science, Business Mgmt.
JP Morgan Securities LLC September 2014 - Present
JPMorgan Securities LLC September 2012 - September 2014
MorganStanley SmithBarney LLC December 2005 - September 2012
Dreyfus Service Corp. 1997 - 2005
Glen Rauch Securities 1987 - 1997
Education
Ithaca College
Bachelor of Science, Business Mgmt.
Bernard Whitsett II's MorganStanley SmithBarney LLC Experience May 2010 - August 2011
Job Partner at Gara Consulting and Capital
Industry Investment Management
Experience
Gara Consulting and Capital March 2012 - Present
100 Black Men of Central Virginia 2013 - 2014
100 Black Men of Central Virginia 2013 - 2014
MorganStanley SmithBarney, LLC May 2010 - August 2011
Paradigm Consulting Group January 2005 - May 2010
Prudential Investments April 1990 - December 2004
Skills
Investments, Communication Skills, Managerial Finance, Financial Analysis, Financial Markets, Financial Advisory, Investment Advisory, Investment Strategies, Investment Management, Team Building, Team Leadership, Leadership Development, Alternative Investments, Asset Managment, Bonds, Capital Markets, Equities, Finance, Financial Services, Fixed Income, Hedge Funds, Leadership, Management, Mutual Funds, Nonprofits, Portfolio Management, Public Speaking, Risk Management, Start-ups, Strategic Financial..., Strategic Planning, Strategy
Education
Northwestern University - Kellogg School of Management 1979 — 1981
Master of Business Administration (MBA), Finance & Economics
University of Virginia 1975 — 1979
BA in Religion; BA in Economics
Gara Consulting and Capital March 2012 - Present
100 Black Men of Central Virginia 2013 - 2014
100 Black Men of Central Virginia 2013 - 2014
MorganStanley SmithBarney, LLC May 2010 - August 2011
Paradigm Consulting Group January 2005 - May 2010
Prudential Investments April 1990 - December 2004
Skills
Investments, Communication Skills, Managerial Finance, Financial Analysis, Financial Markets, Financial Advisory, Investment Advisory, Investment Strategies, Investment Management, Team Building, Team Leadership, Leadership Development, Alternative Investments, Asset Managment, Bonds, Capital Markets, Equities, Finance, Financial Services, Fixed Income, Hedge Funds, Leadership, Management, Mutual Funds, Nonprofits, Portfolio Management, Public Speaking, Risk Management, Start-ups, Strategic Financial..., Strategic Planning, Strategy
Education
Northwestern University - Kellogg School of Management 1979 — 1981
Master of Business Administration (MBA), Finance & Economics
University of Virginia 1975 — 1979
BA in Religion; BA in Economics
Augustine Chang's MorganStanley SmithBarney LLC Experience July 2010 - April 2012
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
MorganStanley SmithBarney LLC July 2010 - April 2012
Citigroup July 2007 - June 2010
Bear Sterns January 2005 - June 2007
GlopeOp October 2003 - June 2005
JPMorgan Chase May 2000 - September 2002
Skills
Fluent in Korean, Alternative Investments, Hedge Funds, Private Equity/Venture..., Real Estate Private..., Asset Management, Due Diligence, Portfolio Management
Education
Tufts University 1995 — 1998
Bachelor's degree, Economics
MorganStanley SmithBarney LLC July 2010 - April 2012
Citigroup July 2007 - June 2010
Bear Sterns January 2005 - June 2007
GlopeOp October 2003 - June 2005
JPMorgan Chase May 2000 - September 2002
Skills
Fluent in Korean, Alternative Investments, Hedge Funds, Private Equity/Venture..., Real Estate Private..., Asset Management, Due Diligence, Portfolio Management
Education
Tufts University 1995 — 1998
Bachelor's degree, Economics
August Jamie H. Schupp's MorganStanley SmithBarney LLC Experience August 2006 - Present
Job Executive Director and Senior Counsel at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. July 2011 - Present
MorganStanley SmithBarney LLC August 2006 - Present
Neal, Gerber & Eisenberg LLP July 2002 - July 2006
Schwartz Cooper Chartered May 1999 - July 2002
Skills
Securities Litigation, Broker-Dealer Litigation, Internal Investigations, Securities Regulatory, Broker-Dealer Compliance, Litigation, Commercial Litigation, Fiduciary Litigation, Securities, Banking Litigation, Corporate Trustee..., Mortgage Litigation, Arbitration, Risk Management, Mediation, Appeals, FINRA, Securities Regulation, Financial Services, Corporate Governance, Financial Risk, Courts, Legal Writing, Legal Compliance, Banking Law, Loans, Civil Litigation, Trusts, Dispute Resolution, Trials, Investment Advisory, Alternative Investments, Legal Advice, Dispute, Litigation Support, Estate Planning, Licensing
Education
University of Illinois College of Law 1996 — 1999
JD, cum laude, Law
Northwestern University 1992 — 1996
BA, Policital Science/Economics/Business Institutions
Morgan Stanley Private Bank, N.A. July 2011 - Present
MorganStanley SmithBarney LLC August 2006 - Present
Neal, Gerber & Eisenberg LLP July 2002 - July 2006
Schwartz Cooper Chartered May 1999 - July 2002
Skills
Securities Litigation, Broker-Dealer Litigation, Internal Investigations, Securities Regulatory, Broker-Dealer Compliance, Litigation, Commercial Litigation, Fiduciary Litigation, Securities, Banking Litigation, Corporate Trustee..., Mortgage Litigation, Arbitration, Risk Management, Mediation, Appeals, FINRA, Securities Regulation, Financial Services, Corporate Governance, Financial Risk, Courts, Legal Writing, Legal Compliance, Banking Law, Loans, Civil Litigation, Trusts, Dispute Resolution, Trials, Investment Advisory, Alternative Investments, Legal Advice, Dispute, Litigation Support, Estate Planning, Licensing
Education
University of Illinois College of Law 1996 — 1999
JD, cum laude, Law
Northwestern University 1992 — 1996
BA, Policital Science/Economics/Business Institutions
Marc Dempsey's MorganStanley SmithBarney LLC Experience June 2005 - August 2005
Job Senior Analyst, Product Analysis: Personal Lines Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance March 2013 - January 2015
The Hanover Insurance Group December 2011 - February 2013
The Hanover Insurance Group March 2011 - December 2011
The Hanover Insurance Group August 2007 - February 2011
The Hanover Insurance Group June 2006 - August 2007
MorganStanley SmithBarney LLC June 2005 - August 2005
Holyoke Catholic High School 1999 - 2004
Skills
Underwriting, Analysis, Portfolio Management, Product Management, Property & Casualty..., Management, Insurance, New Business Development, General Insurance, Sales, Financial Analysis, Risk Management, Access, Financial Modeling, Data Analysis, Process Improvement, Microsoft Excel
Education
Isenberg School of Management, UMass Amherst
Bachelor of Business Administration (BBA), Finance
Liberty Mutual Insurance March 2013 - January 2015
The Hanover Insurance Group December 2011 - February 2013
The Hanover Insurance Group March 2011 - December 2011
The Hanover Insurance Group August 2007 - February 2011
The Hanover Insurance Group June 2006 - August 2007
MorganStanley SmithBarney LLC June 2005 - August 2005
Holyoke Catholic High School 1999 - 2004
Skills
Underwriting, Analysis, Portfolio Management, Product Management, Property & Casualty..., Management, Insurance, New Business Development, General Insurance, Sales, Financial Analysis, Risk Management, Access, Financial Modeling, Data Analysis, Process Improvement, Microsoft Excel
Education
Isenberg School of Management, UMass Amherst
Bachelor of Business Administration (BBA), Finance
John Meitner, CFP (R)'s MorganStanley SmithBarney LLC Experience 1997 - 2009
Job Vice President Financial Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2009 - Present
MorganStanley SmithBarney LLC 1997 - 2009
Education
Adelphi University - Graduate School of Business
MBA, Finance & Accounting
University of New Hampshire - Whittemore School of Business and Economics
BS, Finance
RBC Wealth Management June 2009 - Present
MorganStanley SmithBarney LLC 1997 - 2009
Education
Adelphi University - Graduate School of Business
MBA, Finance & Accounting
University of New Hampshire - Whittemore School of Business and Economics
BS, Finance
Laura Cali's MorganStanley SmithBarney LLC Experience January 2012 - October 2012
Job Relationship Manager at MassMutual
Industry Financial Services
Experience
MassMutual October 2012 - Present
MorganStanley SmithBarney LLC January 2012 - October 2012
Clear View Technologies 2010 - 2010
A.G. Edwards August 1997 - January 2009
AGEdwards 1997 - 2008
Liberty Benefit Insurance Services May 1994 - August 1997
BDIS 1988 - 1990
Skills
401k, Retirement, Coaching, Sales, Salesforce.com, Business Planning, Small Business, Budgets, Retirement Planning, Business Development, Finance, Series 7, Roth IRA, Mutual Funds, Personal Finance, Investment Advisory, Wealth Management
Education
San Jose State University 1987 — 1990
Bachelor of Arts (BA), Fine/Studio Arts, General
San Jose State University 1986 — 1990
BA, Art
MassMutual October 2012 - Present
MorganStanley SmithBarney LLC January 2012 - October 2012
Clear View Technologies 2010 - 2010
A.G. Edwards August 1997 - January 2009
AGEdwards 1997 - 2008
Liberty Benefit Insurance Services May 1994 - August 1997
BDIS 1988 - 1990
Skills
401k, Retirement, Coaching, Sales, Salesforce.com, Business Planning, Small Business, Budgets, Retirement Planning, Business Development, Finance, Series 7, Roth IRA, Mutual Funds, Personal Finance, Investment Advisory, Wealth Management
Education
San Jose State University 1987 — 1990
Bachelor of Arts (BA), Fine/Studio Arts, General
San Jose State University 1986 — 1990
BA, Art
Gelman Steve's MorganStanley SmithBarney LLC Experience November 1994 - Present
Job Senior Vice President at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC November 1994 - Present
Education
Northwestern University
MorganStanley SmithBarney LLC November 1994 - Present
Education
Northwestern University
Doug Waldron's MorganStanley SmithBarney LLC Experience November 2009 - May 2013
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
MorganStanley SmithBarney LLC November 2009 - May 2013
Morgan Stanley April 2009 - November 2009
AIG February 2008 - July 2008
Dresdner Bank ZAO May 2007 - October 2007
Goldman Sachs February 2007 - May 2007
TD Ameritrade February 2006 - September 2006
TD Bank Group April 2004 - November 2005
TD Bank Group September 1999 - January 2004
TD Bank Group June 1995 - September 1999
Skills
Financial Reporting, Analysis, Strategic Planning, Budget, Capital Budgeting, Financial Forecasting, Accounting, Financial Accounting, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1987
Master's degree, Accounting
University of San Diego 1967 — 1971
Bachelor's degree, Accounting and Business/Management
Morgan Stanley May 2013 - Present
MorganStanley SmithBarney LLC November 2009 - May 2013
Morgan Stanley April 2009 - November 2009
AIG February 2008 - July 2008
Dresdner Bank ZAO May 2007 - October 2007
Goldman Sachs February 2007 - May 2007
TD Ameritrade February 2006 - September 2006
TD Bank Group April 2004 - November 2005
TD Bank Group September 1999 - January 2004
TD Bank Group June 1995 - September 1999
Skills
Financial Reporting, Analysis, Strategic Planning, Budget, Capital Budgeting, Financial Forecasting, Accounting, Financial Accounting, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1987
Master's degree, Accounting
University of San Diego 1967 — 1971
Bachelor's degree, Accounting and Business/Management
linda goff's MorganStanley SmithBarney LLC Experience 1981 - Present
Job Vice President Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1981 - Present
MorganStanley SmithBarney LLC 1981 - Present
Education
University of North Carolina at Chapel Hill 1969 — 1971
Peace College 1967 — 1969
Morgan Stanley Smith Barney January 1981 - Present
MorganStanley SmithBarney LLC 1981 - Present
Education
University of North Carolina at Chapel Hill 1969 — 1971
Peace College 1967 — 1969
Walker Eric's MorganStanley SmithBarney LLC Experience February 1993 - Present
Job CFP at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC February 1993 - Present
Education
Susquehanna University 1975 — 1979
Business Administration
MorganStanley SmithBarney LLC February 1993 - Present
Education
Susquehanna University 1975 — 1979
Business Administration
Dennis Modrich, CIMA's MorganStanley SmithBarney LLC Experience September 1994 - Present
Job First Vice President at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC September 1994 - Present
Olympic Fastening Systems, Inc September 1986 - September 1994
Owens Cornig September 1965 - September 1986
Education
Golden Gate University
Bachelor of Business
Wharton School, University of Pennsylvania 2001 — 2002
Certified Investment Management
MorganStanley SmithBarney LLC September 1994 - Present
Olympic Fastening Systems, Inc September 1986 - September 1994
Owens Cornig September 1965 - September 1986
Education
Golden Gate University
Bachelor of Business
Wharton School, University of Pennsylvania 2001 — 2002
Certified Investment Management
Adam Bornhorst's MorganStanley SmithBarney LLC Experience 2009 - Present
Job Financial Advisor at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC 2009 - Present
Education
University of Dayton 2004 — 2008
Bachelors, Finance
MorganStanley SmithBarney LLC 2009 - Present
Education
University of Dayton 2004 — 2008
Bachelors, Finance
Kami Bedford, CFP (R)'s MorganStanley SmithBarney LLC Experience August 2003 - April 2004
Job Vice President Commerical Lending at PlainsCapital
Industry Banking
Experience
PlainsCapital Bank June 2006 - Present
Dallas / Fort Worth March 2005 - May 2006
MorganStanley SmithBarney LLC August 2003 - April 2004
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Banking, Credit, Credit Analysis, Underwriting, Financial Analysis, Consumer Lending, Commercial Mortgages, Loan Origination, Mortgage Lending, Portfolio Management, Lines Of Credit, Cash Management, Asset Managment, Finance, Mortgage Banking
Education
Baylor University 1999 — 2003
BBA, Finance
Baylor University - Hankamer School of Business 1999 — 2003
BBA, Finance
PlainsCapital Bank June 2006 - Present
Dallas / Fort Worth March 2005 - May 2006
MorganStanley SmithBarney LLC August 2003 - April 2004
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Banking, Credit, Credit Analysis, Underwriting, Financial Analysis, Consumer Lending, Commercial Mortgages, Loan Origination, Mortgage Lending, Portfolio Management, Lines Of Credit, Cash Management, Asset Managment, Finance, Mortgage Banking
Education
Baylor University 1999 — 2003
BBA, Finance
Baylor University - Hankamer School of Business 1999 — 2003
BBA, Finance
James Molinaro's MorganStanley SmithBarney LLC Experience February 1988 - Present
Job First Vice President Portfolio Mangement Director at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC February 1988 - Present
Education
Saint Bonaventure University
MorganStanley SmithBarney LLC February 1988 - Present
Education
Saint Bonaventure University
Jameson Walter W's MorganStanley SmithBarney LLC Experience
Job Regional Director / Managing Director at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC
Skills
Series 7, Wealth Management, Series 63, Portfolio Management, Investments, Financial Advisory, Investment Management, Series 65
Education
University of North Carolina at Chapel Hill 1975 — 1980
BA, Economics
MorganStanley SmithBarney LLC
Skills
Series 7, Wealth Management, Series 63, Portfolio Management, Investments, Financial Advisory, Investment Management, Series 65
Education
University of North Carolina at Chapel Hill 1975 — 1980
BA, Economics
Nick Sanchez's MorganStanley SmithBarney LLC Experience June 2009 - August 2009
Job Trader UGI Energy Services
Industry Oil & Energy
Experience
PSEG August 2014 - Present
UGI Energy Services, Inc. October 2012 - August 2014
NJR - Energy Services May 2011 - November 2012
Acadia Realty Trust May 2010 - August 2010
MorganStanley SmithBarney LLC June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Natural Gas, Valuation, Commodity Markets, Energy Markets, Commodity
Education
Temple University 2007 — 2011
BBA, Major: Finance, Minor: Accounting
PSEG August 2014 - Present
UGI Energy Services, Inc. October 2012 - August 2014
NJR - Energy Services May 2011 - November 2012
Acadia Realty Trust May 2010 - August 2010
MorganStanley SmithBarney LLC June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Natural Gas, Valuation, Commodity Markets, Energy Markets, Commodity
Education
Temple University 2007 — 2011
BBA, Major: Finance, Minor: Accounting
Matthew A Wollmann's MorganStanley SmithBarney LLC Experience February 2011 - Present
Job Financial Advisor at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC February 2011 - Present
M.L. Stern June 2008 - January 2011
Education
Florida State University 2002 — 2006
English, Criminology
MorganStanley SmithBarney LLC February 2011 - Present
M.L. Stern June 2008 - January 2011
Education
Florida State University 2002 — 2006
English, Criminology
Luis Simal's MorganStanley SmithBarney LLC Experience Sales AssociateMerrill LynchNovember 1999 - February 2005
Job Client Service Associate at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC Sales AssociateMerrill LynchNovember 1999 - February 2005
Education
Hofstra University 1995 — 2000
BBA, Finance
MorganStanley SmithBarney LLC Sales AssociateMerrill LynchNovember 1999 - February 2005
Education
Hofstra University 1995 — 2000
BBA, Finance
Claudia Mollerup-Madsen's MorganStanley SmithBarney LLC Experience Vice President- Financial AdvisorUBSNovember 2001 - May 2009
Job Vice President financial advisor at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC Vice President- Financial AdvisorUBSNovember 2001 - May 2009
Education
St. Mary's University 1984 — 1988
BA, International Business
MorganStanley SmithBarney LLC Vice President- Financial AdvisorUBSNovember 2001 - May 2009
Education
St. Mary's University 1984 — 1988
BA, International Business
Bryant Bowden's MorganStanley SmithBarney LLC Experience August 1993 - Present
Job financial advisor at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC August 1993 - Present
Education
Liberty University 1988 — 1993
BS, Business Finance
MorganStanley SmithBarney LLC August 1993 - Present
Education
Liberty University 1988 — 1993
BS, Business Finance
Donald Mowlds's MorganStanley SmithBarney LLC Experience March 1984 - Present
Job Vice President at Morgan Stanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC March 1984 - Present
Education
University of Maryland - Robert H. Smith School of Business 1966 — 1970
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
MorganStanley SmithBarney LLC March 1984 - Present
Education
University of Maryland - Robert H. Smith School of Business 1966 — 1970
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Charlotte Kuenen's MorganStanley SmithBarney LLC Experience Marketing DirectorBNAOctober 1971 - January 2004
Job Financial Advisor at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC Marketing DirectorBNAOctober 1971 - January 2004
Skills
Financial Planning, Investment management, Retirement planning
Education
Georgetown University 2009 — 2010
Certificate, Financial Planning
The George Washington University
Bachelor of Arts, Philosophy
MorganStanley SmithBarney LLC Marketing DirectorBNAOctober 1971 - January 2004
Skills
Financial Planning, Investment management, Retirement planning
Education
Georgetown University 2009 — 2010
Certificate, Financial Planning
The George Washington University
Bachelor of Arts, Philosophy
Ginger Montagna's MorganStanley SmithBarney LLC Experience December 2011 - Present
Job Vice President at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC December 2011 - Present
Merrill Lynch March 1996 - December 2011
Skills
Wealth Management, Investments, Financial Planning, Series 7, Portfolio Management, Series 9 & 10
Education
Rutgers University 1989 — 1995
Bachelor fo Science
MorganStanley SmithBarney LLC December 2011 - Present
Merrill Lynch March 1996 - December 2011
Skills
Wealth Management, Investments, Financial Planning, Series 7, Portfolio Management, Series 9 & 10
Education
Rutgers University 1989 — 1995
Bachelor fo Science
Gordon Gary's MorganStanley SmithBarney LLC Experience 1982 - Present
Job Wealth Advisor at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC 1982 - Present
Education
University of Alabama 1968 — 1973
business
MorganStanley SmithBarney LLC 1982 - Present
Education
University of Alabama 1968 — 1973
business
Dann Sokol's MorganStanley SmithBarney LLC Experience January 1988 - Present
Job First Vice President, Portfolio Manager at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC January 1988 - Present
E.F. Hutton January 1980 - January 1988
Conklin & Cahill (Specialist Firm) July 1979 - January 1980
Education
University of Miami - School of Business
Bachelor of Administration, Fianace and Economics
MorganStanley SmithBarney LLC January 1988 - Present
E.F. Hutton January 1980 - January 1988
Conklin & Cahill (Specialist Firm) July 1979 - January 1980
Education
University of Miami - School of Business
Bachelor of Administration, Fianace and Economics
Deanna Morinini's MorganStanley SmithBarney LLC Experience May 1988 - Present
Job Registered Associate at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC May 1988 - Present
Education
Santa Barbara City College
MorganStanley SmithBarney LLC May 1988 - Present
Education
Santa Barbara City College
Bud Sanders's MorganStanley SmithBarney LLC Experience 1982 - 1994
Job Principal at CRS Legacy Group
Industry Nonprofit Organization Management
Experience
CRS Legacy Group August 2014 - Present
Ronald Reagan Presidential Library Foundation June 2012 - November 2014
Loma Linda University Medical Center 2005 - 2012
Private Businesses 1995 - 2005
Sabbatical 1994 - 1995
MorganStanley SmithBarney LLC 1982 - 1994
Skills
Planned Giving, Estate Planning, Financial Planning, Wealth Management, Professional Fiduciary..., Asset Management, Community Outreach, Fundraising, Leadership, Mutual Funds, Nonprofits, Philanthropy, Program Development, Public Speaking, Strategic Financial..., Strategic Planning, Volunteer Management
Education
California State University-San Bernardino
Bachelor of Arts (B.A.), Finance, General
CRS Legacy Group August 2014 - Present
Ronald Reagan Presidential Library Foundation June 2012 - November 2014
Loma Linda University Medical Center 2005 - 2012
Private Businesses 1995 - 2005
Sabbatical 1994 - 1995
MorganStanley SmithBarney LLC 1982 - 1994
Skills
Planned Giving, Estate Planning, Financial Planning, Wealth Management, Professional Fiduciary..., Asset Management, Community Outreach, Fundraising, Leadership, Mutual Funds, Nonprofits, Philanthropy, Program Development, Public Speaking, Strategic Financial..., Strategic Planning, Volunteer Management
Education
California State University-San Bernardino
Bachelor of Arts (B.A.), Finance, General
Ira Lomench's MorganStanley SmithBarney LLC Experience July 1995 - Present
Job Sr.Vice President at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC July 1995 - Present
Fair Haven new jersey September 1981 - July 1995
Education
Rutgers, The State University of New Jersey-New Brunswick 1961 — 1979
B.S., Accounting
MorganStanley SmithBarney LLC July 1995 - Present
Fair Haven new jersey September 1981 - July 1995
Education
Rutgers, The State University of New Jersey-New Brunswick 1961 — 1979
B.S., Accounting
Larry Stawar's MorganStanley SmithBarney LLC Experience November 1983 - May 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
MorganStanley SmithBarney LLC November 1983 - May 2009
Merrill Lynch January 1980 - November 1983
Education
Webster University 1977 — 1979
Master of Arts (MA), Business Administration and Management, General
Southern Illinois University, Edwardsville 1967 — 1971
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. May 2009 - Present
MorganStanley SmithBarney LLC November 1983 - May 2009
Merrill Lynch January 1980 - November 1983
Education
Webster University 1977 — 1979
Master of Arts (MA), Business Administration and Management, General
Southern Illinois University, Edwardsville 1967 — 1971
Bachelor of Science (BS), Business Administration and Management, General
Thomas W Dugan's MorganStanley SmithBarney LLC Experience August 1975 - Present
Job sr vp at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC August 1975 - Present
merrill lynch January 1967 - August 1975
Education
University of Chicago 1963 — 1965
Loyola University of Chicago 1957 — 1961
Bachelor of Science (BS), Psychology
MorganStanley SmithBarney LLC August 1975 - Present
merrill lynch January 1967 - August 1975
Education
University of Chicago 1963 — 1965
Loyola University of Chicago 1957 — 1961
Bachelor of Science (BS), Psychology
Schatzman Chris's MorganStanley SmithBarney LLC Experience August 2008 - Present
Job Vice President at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC August 2008 - Present
Education
Spring Hill College 1972 — 1976
Bachelor of Arts (B.A.), Communication, General
MorganStanley SmithBarney LLC August 2008 - Present
Education
Spring Hill College 1972 — 1976
Bachelor of Arts (B.A.), Communication, General
Pete Sclafani's MorganStanley SmithBarney LLC Experience June 2008 - Present
Job Financial Planning Associate / Registered Associate at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC June 2008 - Present
Education
Loyola University Maryland 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Towson University 2002 — 2006
Bachelor of Science (B.S.), Business Administration
MorganStanley SmithBarney LLC June 2008 - Present
Education
Loyola University Maryland 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Towson University 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Edwards Kevin's MorganStanley SmithBarney LLC Experience 2005 - Present
Job First Vice President at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC 2005 - Present
Wachovia, A Wells Fargo Company 2003 - 2005
Prudential Securities 1990 - 2003
Education
Hamilton College 1977 — 1982
Bachelor of Arts (BA), Political Science and Government
Brunswick School 1963 — 1976
MorganStanley SmithBarney LLC 2005 - Present
Wachovia, A Wells Fargo Company 2003 - 2005
Prudential Securities 1990 - 2003
Education
Hamilton College 1977 — 1982
Bachelor of Arts (BA), Political Science and Government
Brunswick School 1963 — 1976
william finnegan's MorganStanley SmithBarney LLC Experience June 2010 - Present
Job Branch Manager Corpus Christi at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC June 2010 - Present
UBS Wealth Management January 2002 - March 2010
Skills
Series 7, Series 24, Series 63, series...
Education
University of Nevada-Las Vegas 1978 — 1981
Bachelor of Science (BS), Hotel/Motel Administration/Management
MorganStanley SmithBarney LLC June 2010 - Present
UBS Wealth Management January 2002 - March 2010
Skills
Series 7, Series 24, Series 63, series...
Education
University of Nevada-Las Vegas 1978 — 1981
Bachelor of Science (BS), Hotel/Motel Administration/Management
Diana Hoover's MorganStanley SmithBarney LLC Experience June 2011 - Present
Job Wealth ManagementAttorney at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC June 2011 - Present
First East Side Savings Bank November 2006 - June 2011
Greenberg Traurig, LLP May 2005 - May 2006
Education
St. Thomas University School of Law 2003 — 2006
JD
Loyola University of Chicago 2002 — 2003
Master of Business Administration (MBA)
University of Miami - School of Business 1999 — 2001
Bachelor of Business Administration (BBA)
MorganStanley SmithBarney LLC June 2011 - Present
First East Side Savings Bank November 2006 - June 2011
Greenberg Traurig, LLP May 2005 - May 2006
Education
St. Thomas University School of Law 2003 — 2006
JD
Loyola University of Chicago 2002 — 2003
Master of Business Administration (MBA)
University of Miami - School of Business 1999 — 2001
Bachelor of Business Administration (BBA)
Pirro Emilia's MorganStanley SmithBarney LLC Experience June 2010 - Present
Job Financial Advisor at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC June 2010 - Present
US Trust Bank of America August 2006 - June 2012
Morgan Stanley Smith Barney December 1998 - August 2006
Education
University of Southern California 1975 — 1979
Bachelor of Science (B.S.), Finance, General
MorganStanley SmithBarney LLC June 2010 - Present
US Trust Bank of America August 2006 - June 2012
Morgan Stanley Smith Barney December 1998 - August 2006
Education
University of Southern California 1975 — 1979
Bachelor of Science (B.S.), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.