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A Competitive Spirit And A Natural At Building Relationships, Kate Waters Talks About Her Success

by The Editors on 29 March 2010, 08:27 0 comments , 531 views
Story Topics: Northeastern, Teamwork, Career Development, Client Development, Community Outreach, Networking, Changing Careers

Date of Last Edit: 4/13/2010


Right out of college, Kate Waters went to work for an investment-banking firm. Then, just two years later, she joined Morgan Stanley Smith Barney as a Financial Advisor. But the insights she gained into the needs of executives experiencing sudden wealth stood her in good stead in her new job. Today, she’s Vice President, Wealth Management, a Certified Financial Planner® and part of a team who manages approximately $500 million in client assets. ...
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From Receptionist, To Managing 25 Financial Advisors, Sue Kahn's Career Has No Limits

by The Editors on 22 March 2010, 08:58 1 comment , 843 views
Story Topics: Southern, Career Development, Work-Life Balance

Date of Last Edit: 4/23/2010


Sometimes, you can always get what you want. It just might take a while to get there. Take Sue Kahn. She spent more than 20 years in support roles at Morgan Stanley Smith Barney, with another three as a Financial Advisor, before becoming a Branch Office Manager based out of Melbourne, Fla., eight years ago. “I was in management for years, only from the other side of the fence,” she says. “But I knew what my ultimate goal was.”

Kahn joined Morgan...
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Staying Positive, Staying Connected, And Being Focused Has Earned Mary Gibbons Gardiner The Success She Deserves

by The Editors on 15 March 2010, 08:16 0 comments , 493 views
Story Topics: Northeastern, Career Development, Work-Life Balance, Client Relationship Skills, Community Outreach, Networking, Changing Careers

Date of Last Edit: 4/23/2010


Although wealth management is a second career for Mary Gibbons Gardiner, it has always been her primary passion. Mary is now a Financial Advisor and Chartered Retirement Planning Counselor, CRPC® in the Purchase, N.Y. branch office of Morgan Stanley Smith Barney. She started in this business by attending Pace University at night, while working in banking, for her financial planning coursework, completed in 2001. From there she went on to assist...
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Chairperson Of Diversity Council, Susan Wolford's, Personal Beliefs Translate Into Good Business

by The Editors on 08 March 2010, 10:30 0 comments , 665 views
Story Topics: Western, Teamwork, Career Development, Client Development, Work-Life Balance, Community Outreach

Date of Last Edit: 4/13/2010


Although Susan M. Wolford has been in the business for thirty-eight years, she says she happened on it by accident. Four years out of college, she was planning to go to law school in Los Angeles when a friend talked her into trying out Dean Witter for a year. She is now a Wealth Advisor and CEO of the Wolford Group at the same branch, now Morgan Stanley Smith Barney in Beverly Hills. Last year, she was asked to chair the company's new Diversi...
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Successful Investment Banker, Accomplished Gospel Singer, Committed Philanthropist, Carla Harris Has Done It All

by The Editors on 01 March 2010, 09:52 0 comments , 480 views
Story Topics: Career Development, Work-Life Balance, Community Outreach

Date of Last Edit: 3/1/2010


During her 22-year career at Morgan Stanley, Carla Harris executed a host of high-profile initial public offerings, all the while still finding time to pursue her other career, as a gospel singer, and to serve on numerous boards. Now, Harris, Managing Director in the Strategic Client Group at Morgan Stanley Investment Management, is embarking on a new, ambitious mission as head of the recently launched Emerging Managers Platform at Morgan Stanl...
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