MORGAN STANLEY SMITH BARNEY LLC

Senior Vice President, Wealth Management Field

A-22227-05782 H-1B 2023 Certified

Salary

$96,012

Visa Type

H-1B

Job Title

Senior Vice President, Wealth Management Field

Employee's Citizenship

CANADA

Graduate School

UNIVERSITY OF BRASILIA

Case info Company Info HR Info Attorney Position Info Employee Info

Case info

9 fields

Data Publish Year 2023

Case Number A-22227-05782

Case Status Certified

Received Date 2022-09-28

Decision Date 2023-07-25

Refile N

Original File Date -

Previous State Work Force Agency (SWA) Case Number Stete -

Schedule A or a Sheepherder Occupation N

Company Info

14 fields

Employer Name MORGAN STANLEY SMITH BARNEY LLC

Employer Address_Line 1 1585 BROADWAY

Employer Address_Line 2 -

Employer City NEW YORK

State -

Employer State/ Province NEW YORK

Employer Country UNITED STATES OF AMERICA

Employer Postal Code 10036

Employer Phone No. 212-761-4000

Employer Phone Extent No. -

Total Number of Employees 47201

Employer Year of Commenced 1935

NAICS Code 523110

Foreign Worker Ownership & Interest N

HR Info

9 fields

Employer Contact Name Joanna Lau

Employer Contact Address Line1 1585 Broadway

Employer Contact Address Line2 18th Floor

Employer Contact City New York

Employer Contact State/ Provice NEW YORK

Employer Contact Country UNITED STATES OF AMERICA

Employer Contact Post Code 10036

Employer Contact Phone 212-761-9436

Employer Contact Email joanna.lau@morganstanley.com

Attorney

11 fields

Agent/ Attorney Name Katherine MacIlwaine

Agent/ Attorney Firm Name Ogletree Deakins

Agent/ Attorney Phone (212) 492-2500

Agent/ Attorney Phone Ext. -

Agent/ Attorney Address Line 1 P.O. Box 31608

Agent/ Attorney Address Line 2 -

Agent/ Attorney City Raleigh

Agent/ Attorney State/ Province NORTH CAROLINA

Agent/ Attorney Country UNITED STATES OF AMERICA

Agent/ Attorney Postal Code 27622

Agent/ Attorney Email katherine.macilwaine@ogletreedeakins.com

Position Info

89 fields

Prevailing Wage Track Number P10021250569288

Prevailing Wage SOC Code 13-2051

Prevailing Wage SOC Title Financial Analysts

Prevailing Wage Skill Level Level IV

Prevailing Wage 96012

Prevailing Wage Unit of Pay Year

Prevailing Wage Source Other

Prevailing Wage Other Source Radford Global Technology Survey 7/15/2021

Prevailing Wage Determination Date 2022-03-28

Prevailing Wage Expiration Date 2022-06-30

Wage Offer From 100008

Wage Offer To -

Wage Offer Unit of Pay Year

Workstie Address Line 1 399 Park Avenue

Worksite Address Line 2 -

Worksite City New York

Worksite State NEW YORK

Worksite Postal Code 10022

Job Title Senior Vice President, Wealth Management Field

Minimum Education Bachelor's

Other Degree/ Diploma -

Major Field of Study Economics

Required Training N

Required Training Month -

Required Field of Training -

Required Experience Y

Required Expreience Months 36

Accept Alternate Field of Study Y

Accept Alternate Major Finance, Business, or related field of study

Alternate Combination of Education/ Experience N

Required Alternate Level of Education -

Other Alternate Level of Education -

Acceptable Years of Experience -

Accept Foreign Educationa Y

Acceptable Alternate Occupation Y

Acceptable Alternate Occupation Month 36

Accept Alternate Job Title Investment Advisor, Wealth Advisor, or related occupation in the wealth management field.

Normal Requirements of Job Opportunity Y

Required Foreign Language N

Specific Skills Requires three 3 years of experience with Developing and managing a book of 140MM in AUM focusing on HNW individuals and families with 2mm in investable assets; developing and growing a book of business in Brazil, Uruguay and Peru; working with Private Foundations and Endowments; working with Family Offices in Brazil and assisting Family Offices in managing their clients wealth; execution of Family Office equity orders; Wealth Management structures including Trusts and PHCs; researching and recommending EM Fixed Income; researching and recommending Hi Yld Fixed Income; Collecting and analyzing information regarding clients assets and liabilities, cash flow, and financial objectives; and Bloomberg.br br Requires FINRA Series 7 licensing; and FINRA Series 65 or 66 licensing.

Combination Occupation N

Offered to Applied Foreign Worker Y

ForeignWorker Live on Premises N

Live in Domestic Service Worker N

Employment Contract -

Professional Occupation Y

College/ University Teacher N

Competitive Process -

Basic Recruitment Process -

Teacher Select Date -

Teacher Publish Journal Name -

Additional Recruitment Information -

Job Oder Start Date 2022-05-03

Job Oder End Date 2022-06-03

Sunday Edition Newspaper Y

First Newspaper Name The New York Times

First Advertisement Start Date 2022-06-05

Second Newspaper Name The New York Times

Second Advertisement Type Newspaper

Second Ad Start Date 2022-06-12

Job Fair From Date -

Job Fair to Date -

On Campus Recruiting from Date -

On Campus Recruiting to Date -

Employer Website from Date 2022-05-03

Employer Website to Date 2022-07-20

Pro. Org. Ad from Date -

Pro.Org. Ad to Date -

Job Search Website from Date 2022-06-06

Job Search Website to Date 2022-06-20

Private Employment Firm from Date -

Pricate Employment Firm to Date -

Employee Referral Program from Date -

Employee Referral Program to Date -

Campus Placement from Date -

Campus Placement to Date -

Local Ethnic Newspaper from Date 2022-06-08

Local Ethnic Newspaper to Date 2022-06-08

Radio/TV Ad from Date -

Radio/TV Ad to Date -

Employer Received the Payment N

Payment Details -

Bargaining Representative Notified N/A

Posted Notice at Worksite Y

Layoff in Past Six Months N

US Worker Considered -

Country of Citizenship CANADA

Foreign Worker Birth Country SWITZERLAND

Class of Admission H-1B

Employee Info

24 fields

Foreign Worker Education Bachelor's

Foreign Worker Education Other -

Foreign Worker Major ECONOMICS

Year of Compelted Education 1987

Foreign Worker Istitution of Eduation UNIVERSITY OF BRASILIA

Foreign Worker Education Instution Address Line 1 FEDERAL DISTRICT

Foreign Worker Education Institution Address Line 2 -

Foreign Worker Education Institution City BRASILIA

Foreign Worker Educatution Institution State -

Foreign Worker Education Institution Country BRAZIL

Foreign Worker Education Training Post Code 70910-900

Foreign Worker Training Completion N/A

Foreign Worker Required Experience N

Foreign Worker Alternate Education and Experience N/A

Foreign Worker Alternate Occupation Experience Y

Foreign Worker Experience with Employer N

Foreign Worker Employer Pay for Education N

Foreign Worker Currently Employed Y

Employer Completed Application N

Preparer Name Katherine C MacIlwaine

Preparer Title Shareholder

Preparer Email katherine.macilwaine@ogletreedeakins.com

Employer Information Declaration Name Joanna Lau

Employer Declaration Title Principal Resource Specialist