 Maureen Novak, Portfolio Manager and Financial Advisor, works out of her hometown in Syracuse, New York. Her boundless energy allows her to service both institutional and individual clients, in addition to training for marathons and being a mother of two very young boys. How does she do it all? Setting her eyes on the finish-line and knowing that the long-term pay-off will be amply rewarding. Why did you decide to pursue a career in finance?A...
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 Ruth Porat is Executive Vice President and Chief Financial Officer; just before that she was Vice Chairman of Investment Banking and Global Head of the Financial Institutions Group, among other positions. During the worst of the financial crisis, she led a team advising both the U.S. Treasury with respect to Fannie Mae and Freddie Mac, and the Federal Reserve Bank of New York regarding AIG. Porat credits her success to a few key factors. Fir...
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 Rhonda Salins joined Morgan Stanley Smith Barney more than 30 years ago—and she’s as passionate about the profession as she was when she first started. For Salins, who is Senior Vice President Wealth Management, based in Chicago, the work is more than just a job. It’s a way to show women how to take control of their financial lives. We discussed her early years in the profession, the evolution of her work, and her role helping women become finan...
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 Abigail Gage spent her first 16 years out of college in marketing and sales. First, she worked for a wholesale tour company as director of sales, then she was an account executive with a marketing firm specializing in point of sale merchandising. But, thanks to her husband’s job, the family had to move frequently, and Gage eventually decided to stay home with their two children, who are now 17 and 20 years old. After the family moved from Bloomi...
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Please join us for a Women's Leadership ReceptionFeaturing Barbara Corcoran; Real Estate Mogul, Business Expert and Real Estate contributor for NBC's TODAY Show Special Presentation By William P. Magee, Jr. DDS, MD; Co-Founder and CEO, Operation Smile Thursday, July 29, 2010 5:30 p.m. - 8:30 p.m. Luxe Hotel Sunset Boulevard11461 Sunset Boulevard Los Angeles, CA 90049 RSVP by July16th to MSSB.NBD.Events@mssb.com or call 914-225-8305...
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 Deepa Lahoti is a newly-minted Financial Advisor in the Alpharetta, Ga., office of Morgan Stanley Smith Barney LLC. She came to the job after spending twenty years making strategic marketing, financial and investing decisions for many different industries, including manufacturing, technology, and financial services.When did you become a Financial Advisor?I’m starting on my third week. I’m brand new! How are you marketing yourself?Basically, I’m ...
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Please join us for a Women's Leadership Breakfast
Featuring Mellody HobsonPresident, Ariel Investments and Financial Contributor on ABC's Good Morning America
Tuesday, July 13, 2010 8:00 a.m.–10:00 a.m. Hilton Short Hills 41 JFK Parkway Short Hills, NJ 07078 RSVP by July 2nd to MSSB.NBD.Events@mssb.com or call 914-225-8305 See details [ here]...
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 Seventeen years ago, Julia Karasik moved from Kiev to Chicago with her husband and three-year-old daughter to make a better life for themselves. Not long after, she began work as a Financial Advisor, joining Morgan Stanley Smith Barney in 1998. Today she has a thriving practice, working mostly with business owners. Starting by Cold CallingKarasik and her husband both held engineering degrees in the Ukraine. After graduating from university she re...
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Denise Schirmann is a partner in the Thompson Schirmann Group in the Barrington, Ill. office of Morgan Stanley Smith Barney. Since she became a Financial Advisor eight years ago, after twelve years out of the workforce, her career has taken off. In 2004, her first year at Smith Barney, she won the Triple Crown: an award which was given based on ranking in three categories: new accounts, new assets and gross production for the first 6 months i...
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 Debra Schoendorf, a First Vice President of Wealth Management, works out of the Barrington, Ill., office, where she is senior partner of the Oak Knoll Group. She focuses on comprehensive financial planning, alternative investments, and fixed income. A lifelong advocate of learning, she has a B.A. in Psychology from State University of New York, Buffalo and an M.A. in Public Administration from Northern Illinois University. Debra is a Certifie...
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