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Special Event

by The Editors on 29 June 2010, 17:47 0 comments , 466 views
Story Topics: Special Events

Date of Last Edit: 6/29/2010
Please join us for a Women's Leadership Reception

Featuring 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 Boulevard
11461 Sunset Boulevard
Los Angeles, CA 90049

RSVP by July16th to MSSB.NBD.Events@mssb.com or call 914-225-8305...
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After Years Of Helping Businesses Grow, Deepa Lahoti Is Focusing On Her Own Personal Growth

by The Editors on 21 June 2010, 10:26 0 comments , 872 views

Date of Last Edit: 6/21/2010


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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Special Event

by The Editors on 15 June 2010, 09:04 0 comments , 435 views

Date of Last Edit: 6/15/2010
Please join us for a Women's Leadership Breakfast

Featuring Mellody Hobson
President, 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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From Engineer To Financial Advisor, Julia Karasik Understands The Value Of Good Organization

by The Editors on 14 June 2010, 10:03 0 comments , 661 views

Date of Last Edit: 6/14/2010


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 Calling

Karasik and her husband both held engineering degrees in the Ukraine. After graduating from university she re...
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Denise Schirmann Is Always One Step Ahead

by The Editors on 07 June 2010, 09:25 0 comments , 639 views

Date of Last Edit: 6/7/2010


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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After A Lot Of Hard Work, Debbie Schoendorf Has Turned An Avocation Into A Successful Career

by The Editors on 01 June 2010, 09:53 0 comments , 684 views
Story Topics: Central, Teamwork, Career Development, Client Development, Work-Life Balance

Date of Last Edit: 6/1/2010


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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