Fiscal Year

2024

Case Number

A-22355-77506

Case Status

Denied

Received Date

2023-01-18

Decision Date

2024-03-15

Refile

N

Original File Date

2024-01-01 00:57:49

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

MORGAN STANLEY SMITH BARNEY LLC

Employer Name Slug

morgan-stanley-smith-barney-llc

Employer Address 1

1585 BROADWAY

Employer Address 2

Employer City

NEW YORK

Employer City Slug

new-york

Employer State

NEW YORK

Employer State Slug

new-york

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

10036

Employer Phone

212-761-4000

Employer Number of Employees

47201

Employer Year Commenced Business

1935

NAICS Code

523110

FW Ownership Interest

N

Employer Contact Name

Joanna Lau

Employer Contact Address 1

1585 Broadway

Employer Contact Address 2

18th Floor

Employer Contact City

New York

Employer Contact State/Province

NEW YORK

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

10036

Employer Contact Phone

212-761-9436

Employer Contact Email

joanna.lau@morganstanley.com

Agent Attorney Name

Katherine MacIlwaine

Agent Attorney Firm Name

Ogletree Deakins

Agent Attorney Phone

919 787 9700

Agent Attorney Address 1

P.O. Box 31608

Agent Attorney Address 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

PW Track Number

P10022091028243

PW SOC Code

13-2051

PW SOC Title

Financial and Investment Analysts

PW Skill Level

Level IV

PW Wage

123698.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2022-10-19

PW Expiration Date

2023-06-30

Wage Offer From

123698.00

Wage Offer To

0.00

Average Salary

123698.00

Wage Unit of Pay

Year

Worksite Address 1

200 South Biscayne Blvd

Worksite Address 2

Worksite City

Miami

Worksite City Slug

miami

Worksite State

FLORIDA

Worksite Postal Code

33131

Job Title

First Vice President

Job Title Slug

first-vice-president

Minimum Education

Bachelor's

Major Field of Study

Business Administration

Required Training

N

Required Experience

Y

Required Experience Months

60

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Economics, or a related field of study.

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

60

Accept Alternative Job Title

Vice President, Financial Advisor, or a closely related occupation.

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Requires five 5 years of experience with working with an asset base of over 200MM in assets under management with UHNW clients from Southern Cone Latin America; local regulations in Argentina and Uruguay; dealing with wealth planning strategies tailored for clients in Argentina and Uruguay; tailoring tax efficient solutions for Argentinian and Uruguayan clients in sync with local tax regulations; accessing prospects network and building high networth client relationships with focused prospecting on households with no less than 5mm in investable assets; recommending tactical changes to investors holdings after evaluating the economic, financial and market factors and the potential impact on the investors portfolios; tailoring Wealth Planning vehicles and Family and Corporate Governance tailor to Argentina and Uruguay; analyzing economic trends and activities globally and in local country markets, and advising the effects on the investors portfolios.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2022-11-16

SWA Job Order End Date

2022-12-16

Sunday Edition Newspaper

Y

First Newspaper Name

MIAMI HERALD

First Advertisement Start Date

2022-11-27

Second Newspaper Ad Name

MIAMI HERALD

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-12-04

Employer Website From Date

2022-11-16

Employer Website To Date

2022-12-19

Professional Organization Ad From Date

2024-01-01 00:57:49

Professional Organization Advertisement To Date

2024-01-01 00:57:49

Job Search Website From Date

2022-11-28

Job Search Website To Date

2022-12-12

Employee Referral Program From Date

2024-01-01 00:57:49

Employee Referral Program To Date

2024-01-01 00:57:49

Local Ethnic Paper From Date

2022-12-01

Local Ethnic Paper To Date

2022-12-01

Radio/TV Ad From Date

2024-01-01 00:57:49

Radio/TV Ad To Date

2024-01-01 00:57:49

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

ARGENTINA

Foreign Worker Birth Country

ARGENTINA

Class of Admission

H-1B

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2005

Foreign Worker Institution of Education

UNIVERSIDAD CATOLICA ARGENTINA SANTA MARIA DE LOS BUENOS AIRES

Foreign Worker Education Institution Address 1

AV. ALICIA MOREAU DE JUSTO 1300

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

CABA

Foreign Worker Education Institution State/Province

Foreign Worker Education Institution Country

ARGENTINA

Foreign Worker Education Institution Postal Code

C1107AFB

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Katherine MacIlwaine

Preparer Title

Attorney

Preparer Email

katherine.macIlwaine@ogletreedeakins.com

Employer Information Declaration Name

Joanna Lau

Employer Information Declaration Title

Principal Recourse Specialist