MSSB Company

Industry: Financial services company

Description

Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 1 (888) 454-3965 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, NY Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith

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MSSB Employees

Employee
Years
Job
Industry
Carolee McKeown Carolee McKeown Columbia, South Carolina Details
Carolee McKeown's MSSB Experience May 1983 - October 2012
Job Senior Registered Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
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

Virgil Wallace Virgil Wallace Baltimore, Maryland Details
Virgil Wallace's MSSB Experience 2013 - 2014
Job International Supervisor at UPS Supply Chain Solutions
Industry Logistics and Supply Chain
Experience
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

Peter O'Donoghue Peter O'Donoghue Lancaster, Pennsylvania Area Details
Peter O'Donoghue's MSSB Experience October 1995 - February 2012
Job Vice President/Private Clients at Janney Montgomery Scott
Industry Financial Services
Experience
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

Linda Traynham Linda Traynham Greater New York City Area Details
Linda Traynham's MSSB Experience April 1989 - Present
Job Advisory ops. at MSSB
Industry Research
Experience
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 Paul Ruthfield Miami/Fort Lauderdale Area Details
Paul Ruthfield's MSSB Experience 1992 - 2011
Job Ruthfield Consutants
Industry Financial Services
Experience
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

Tara Pacella Tara Pacella Greater Chicago Area Details
Tara Pacella's MSSB Experience 1995 - 1997
Job Sr. Operations Manager at BGT Partners
Industry Marketing and Advertising
Experience
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

Joseph Schoenfelder Joseph Schoenfelder Naples, Florida Details
Joseph Schoenfelder's MSSB Experience April 2010 - November 2010
Job Retired Volunteering
Industry Management Consulting
Experience
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

Derek Mears Derek Mears Deland, Florida Details
Derek Mears's MSSB Experience January 2003 - Present
Job Wealth Advisor at MSSB
Industry Financial Services
Experience
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

Norman Scott Norman Scott Greater New York City Area Details
Norman Scott's MSSB Experience 2010 - 2010
Job Managing Director Relationship Manager SWLG at Sterling National Bank
Industry Banking
Experience
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

Jillian Kucik Jillian Kucik Greater Chicago Area Details
Jillian Kucik's MSSB Experience January 2005 - 2011
Job Realtor
Industry Real Estate
Experience
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

Arnold Provido Arnold Provido Greater New York City Area Details
Arnold Provido's MSSB Experience October 1997 - Present
Job IT Professional
Industry Information Technology and Services
Experience
MSSB   October 1997 - Present

Education
Stevens Institute of Technology   1989 — 1994

Liudmila Mikulich Liudmila Mikulich Miami/Fort Lauderdale Area Details
Liudmila Mikulich's MSSB Experience January 2010 - Present
Job Financial Adviser at MSSB
Industry Financial Services
Experience
MSSB   January 2010 - Present
Maui Surf Company   January 2008 - January 2010

Education
University of Florida   2004 — 2009
Business/Finance

Pete Aiken Pete Aiken Charlotte, North Carolina Area Details
Pete Aiken's MSSB Experience 2010 - 2012
Job Financial Advisor UBS
Industry Financial Services
Experience
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

Robbie White Robbie White Tyler, Texas Area Details
Robbie White's MSSB Experience January 2006 - May 2011
Job Stockbroker at Scottrade
Industry Financial Services
Experience
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

Justin Holley Justin Holley Vineland, New Jersey Details
Justin Holley's MSSB Experience 2010 - 2011
Job Tennis Player
Industry Financial Services
Experience
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

Mark Deangelis Mark Deangelis Baltimore, Maryland Area Details
Mark Deangelis's MSSB Experience June 2014 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
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

Vie Armstrong Vie Armstrong Baltimore, Maryland Area Details
Vie Armstrong's MSSB Experience November 2000 - January 2013
Job Fiscal Clerk II at State Of Maryland Gov. DHMH
Industry Accounting
Experience
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

Trewitt Harding Trewitt Harding Charlottesville, Virginia Area Details
Trewitt Harding's MSSB Experience January 2004 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Heidi Rosslee Heidi Rosslee San Jose, California Details
Heidi Rosslee's MSSB Experience June 1996 - August 1997
Job
Industry Writing and Editing
Experience
-  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

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