MSSB Company
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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MSSB Employees
Janney Montgomery Scott October 2012 - Present
Janney Montgomery Scott 2012 - 2013
MSSB May 1983 - October 2012
Smith Barney 2000 - 2008
Skills
Mutual Funds
Education
University of South Carolina-Columbia
Economics
UPS Supply Chain Solutions March 2001 - Present
MSSB 2013 - 2014
TRowe Price February 2007 - April 2010
LaSalle Institute 2000 - 2004
LaSalle Institute 2000 - 2004
Loyola University Maryland 1994 - 1995
Skills
Recruiting, Internal Audit, International Shipping, Transportation..., Transportation, Automotive, Automobile, Claim Investigation, Claims Handling, Customer Satisfaction, Customer Service, Service Delivery, Service Management, Talent Management, Talent Scouting, Organizational..., Basketball, Microsoft Excel, Public Speaking, Leadership Development, Program Management, Team Building, Training
Education
Loyola College in Maryland 1991 — 1995
BS, Marketing/Marketing Management, General
Janney Montgomery Scott February 2012 - Present
MSSB October 1995 - February 2012
Bank of Ireland May 1978 - September 1995
Bank of Ireland Mortgages May 1977 - September 1995
Skills
Strategic Planning, Investment Management, Fixed Annuities, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Financial Advisory, Finance, Strategic Financial..., Retirement, Fixed Income, Asset Management, Financial Services, Wealth Management..., Mutual Funds
Education
University College Dublin 1991 — 1995
B.A., Financial Services
Ardscoil Ris
MSSB April 1989 - Present
Morgan Stanley Smith Barney April 1989 - Present
Morgan Stanley Smith Barney April 1989 - Present
NYC Police Department June 1987 - March 1988
Lillian Vernon Inc January 1986 - March 1988
Vernon Devices Inc March 1985 - January 1986
Aetna Casualty & Surety Company October 1980 - February 1985
Education
Monroe College
A.A, Accounting
Monroe College
B.A, Accounting 2002
Paul Ruthfield October 2013 - Present
Oppnheimer & Company June 2011 - December 2011
MSSB 1992 - 2011
Prudential Financial 1982 - 1992
Skills
Investments, Retirement Planning, Asset Managment, Mutual Funds, Management, Wealth Management, Equities, Asset Allocation, Series 7, Trading, Marketing Strategy, Strategic Financial..., Securities, Portfolio Management, Investment Advisory, Investment Strategies, Series 63, Alternative Investments, Asset Management, Strategic Planning, Financial Advisory, 401k, FINRA, Wealth Management..., Fixed Income, ETFs, Hedge Funds, Investment Management
Education
University of Miami 1960 — 1964
BBA, FINANCE
BGT Partners July 2013 - Present
CAHG October 2004 - Present
Donahoe Purohit Miller 2003 - 2004
Wunderman 1999 - 2003
Draftfcb 1997 - 1999
Frankel & Co. 1996 - 1997
MSSB 1995 - 1997
Adweek 1993 - 1995
Skills
Project Management, Proecess Development, Marketing Communications, Advertising, Email Marketing, Marketing, Direct Mail, Corporate Branding, Digital Marketing, Integrated Marketing, Project Estimation, job schedules, Conflict Management, Time Management, Management, Product Launch, Operations Management, Creative Services, Leadership, Direct Marketing, Quality Assurance, Social Media Marketing, Brand Development, Team Building, Strategic Planning, Interactive Marketing, Interactive Advertising, Creative Strategy
Education
Elmhurst College 1989 — 1993
Bachelor's degree, Public Relations, Advertising, and Applied Communication
IMAG Consulting May 2011 - September 2011
MSSB April 2010 - November 2010
SunGard Consulting Services March 2006 - November 2008
BSJ 1998 - 2006
Citibank March 1969 - October 1998
Skills
Program Management, Project Management, Project Management..., Business Process..., Portfolio Management, Change Management, SDLC, Project Framework, Cross Functional..., Process Flow..., Procedure Documentation, MS Office, Access,..., Sharepoint, Cash Management, Treasury Services, Banking Operations, PMO, Governance, Financial Services, Cross-functional Team..., IT Management, Risk Management, SharePoint, Banking, MS Project, Management
Education
Adelphi University 1976 — 1980
MBA, Business Management - Marketing
St. John's University, The Peter J. Tobin College of Business 1968 — 1972
BS, Management
St John's Prep, Brooklyn
MSSB January 2003 - Present
Raymond James Financial July 1999 - December 2002
Young Life August 1996 - July 1998
Skills
Certified Financial..., Certified Investment..., Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Investment Strategies, Series 7, Estate Planning, Portfolio Management
Education
Stetson University 1998 — 1999
MBA, Finance
University of Florida - Warrington College of Business Administration 1992 — 1996
BA, Management
Sterling National Bank September 2010 - Present
MSSB 2010 - 2010
Soccer Promotions Company June 2008 - December 2009
Jefferies & Company 2008 - 2008
Countrywide Warehouse Lending June 2006 - December 2007
Bear Stearns 2004 - 2006
Wembley Asset Management a division of ICAP North America 2001 - 2004
Wembley Asset management 1998 - 2001
Endeavour Capital 1996 - 1998
Credit Agricole Indosuez 1988 - 1996
Skills
Venture Capital, Investment Properties, Mortgage Lending, Accounting, Loans, Start-ups, Management, Banking, Financial Services, Finance, Credit, Negotiation, Credit Analysis, Mortgage Banking, Residential Mortgages, FHA, Real Estate, Portfolio Management, Risk Management, Series 7, Executive Management, Mortgage Marketing, Refinance, Derivatives, Funding, Loan Origination, Sales, Investment Banking, Mergers & Acquisitions, Financial Structuring, Investments, Financial Modeling, Corporate Finance, Asset Management, Underwriting, Commercial Lending, Credit Risk, Capital Markets, Due Diligence, Commercial Mortgages, Financial Analysis, Real Estate Economics
Education
Iona College 1981 — 1985
BA, Int'l Studies
Southwark College (Blackfriars, London)
Finance
Structured Realty Group LLC July 2015 - Present
Credit Suisse February 2012 - June 2014
Guggenheim Investments/Rydex February 2011 - February 2012
MSSB January 2005 - 2011
Skills
Series 7, Marketing, Mutual Funds, Asset Management, Portfolio Management, Investments, Hedge Funds, Brokerage, Financial Services, Analytics, Research, Sales Operations, Hold Series 7, Equities, Alternative Investments, Finance, Asset Allocation, Fixed Income, Wealth Management, ETFs, Series 63
Education
Purdue University 2002 — 2006
Bachelor's degree, Financial Planning and Counseling
MSSB October 1997 - Present
Education
Stevens Institute of Technology 1989 — 1994
MSSB January 2010 - Present
Maui Surf Company January 2008 - January 2010
Education
University of Florida 2004 — 2009
Business/Finance
ROCK & THISTLE LLC April 2011 - Present
UBS Global Asset Management 2012 - 2015
mssb 2010 - 2012
Network 1 Financial April 2009 - January 2011
prudential 1987 - 2003
PRUDENTIAL SECURITIES INC. 1987 - 2003
Prudential Investments 1987 - 2003
Education
New Jersey Institute of Technology 1983 — 1985
bsia, business
marlboro hs 1977 — 1980
Scottrade August 2011 - Present
Morgan Stanley Smith Barney October 2010 - August 2011
MSSB January 2006 - May 2011
Smith Barney January 2001 - January 2006
Morgan Stanley January 2000 - January 2001
Morgan Stanley January 1999 - January 2000
SUNPOINT SECURITIES January 1998 - January 1999
GBC/MPC, INC January 1996 - January 1998
Skills
Customer Service, Financial Services, Leadership, Management, Series 7, Training, Wealth Management, Securities, Human Resources, Leadership Development, Operations Management, Due Diligence, Series 63, FINRA, Mutual Funds, Equities, Investments, Portfolio Management, Asset Allocation, Retirement Planning, ETFs, Financial Advisory, Payroll, Series 65, AML, 401k, Sales, Capital Markets, Retirement, Investment Strategies, Teamwork, Wealth Management..., Bonds, Options, KYC, Equity Trading, Financial Regulation, IRAs, Financial Markets, Fixed Annuities, Bloomberg, Stocks, OFAC, High Net Worth..., Trading Systems, Electronic Trading, Relationship Management, Stock Market, USA PATRIOT Act, Variable Annuities
Education
University of Texas at Tyler 1995 — 1998
Bachelor of Science, History, Political Science
Kilgore College 1993 — 1994
none, General Studies
Stephen F. Austin State University 1992 — 1993
none, Mathematics
White Oak High School 1988 — 1992
High School Diploma, General
NJM Insurance Group July 2013 - Present
PTS Brokerage LLC April 2012 - August 2013
MSSB 2010 - 2011
Education
The College of New Jersey 2007 — 2007
Bachelor's of Science, Finance, Economics
MSSB June 2014 - Present
Morgan Stanley Smith Barney March 2008 - Present
FINRA May 1999 - March 2008
T Rowe Price 2006 - 2008
T Rowe Price 2006 - 2008
Mutual Contact w/ Joe Lamicela 2000 - 2000
Miscellaneous 2000 - 2000
Education
University of Maryland College Park 1999 — 2002
Master's degree, Finance, General
University of Maryland College Park 1991 — 1995
Bachelor of Business Administration (B.B.A.), Economics
Parkville High School
State Of Maryland Gov. DHMH May 2013 - Present
MSSB November 2000 - January 2013
Allfirst Bank January 1993 - November 2000
Education
Strayer University-Maryland 2008 — 2011
BBA, Business &Finance
mssb January 2004 - Present
Morgan Stanley Wealth Management January 2004 - Present
Legg Mason February 1990 - January 2004
Johnston Lemon January 1960 - February 1965
Skills
Stock Market, bonds, Investment Advisory, Asset Allocation, Investment Strategies, Securities, Equities, Investments, Alternative Investments, Financial Advisory, Portfolio Management, ETFs
Education
Strayer University (VA) 1960 — 1962
BCS, Accounting and Business/Management
UVA 1952 — 1956
McIntire Business School
Culpeper High School 1948 — 1952
- 2005 - Present
Cat Care Professionals October 2003 - November 2004
Cat Care Clinic November 2002 - July 2003
American Cancer Society February 2002 - November 2002
Wisconsin Newspaper Association December 1999 - February 2002
Smith Bucklin and Associates August 1997 - December 1999
MSSB June 1996 - August 1997
McGladrey May 1995 - July 1995
Walt Disney World May 1994 - July 1994
Skills
Press Releases, Training, Editing, Management, Advertising, Interviews, Budgets, Sales, Program Development, Retail, Animal Work, Contract Negotiation, Telephone Skills
Education
University of Iowa 1992 — 1996
Bachelor of Arts (BA), Double Major in Journalism and Communications Studies