Smith Barney
Investment Management Analyst
Morgan Stanley
Director of Strategic Investment Initiatives, Consulting Group
Morgan Stanley
Managing Director, COO - Digital Platforms
Morgan Stanley
Director, Portfolio Management Group (Rep as PM)
Morgan Stanley
Managing Director, COO - Western Division
Merrill Lynch
Managing Director, Head of Advisor and Client Experience - Investment Solutions Group
Smith Barney
National Sales Manager, Portfolio Managment Group
Morgan Stanley
Managing Director, Head of Strategic Partnering and Advisor Teaming
West Chester University of Pennsylvania
