Citi - Global Wealth Management

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Citi - Global Wealth Management Employees

Employee
Years
Job
Industry
Brian Ballan Brian Ballan New York, New York Details
Brian Ballan's Citi - Global Wealth Management Experience September 2006 - January 2009
Job A&B American Style | Just food in your food
Industry Food & Beverages
Experience
A&B American Style   April 2011 - Present
Bain Capital Ventures  January 2013 - May 2013
foursquare  October 2011 - January 2012
foursquare  August 2011 - October 2011
Buddakan NYC  April 2010 - June 2011
Citigroup  January 2009 - April 2010
Citi Global Wealth Management  September 2006 - January 2009
L.E.K. Consulting   July 2004 - August 2006
Suds Laundry Service   January 2002 - May 2004

Skills
Entrepreneurship, Business Strategy, Management Consulting, Finance, Competitive Intelligence, Food, Cooking, Product Development, Data Analysis, Hustle, Public Speaking, Motivational Speaking, Research, Analytics, Start-ups, Financial Modeling, Product Management, Strategy, Competitive Analysis, Venture Capital, Due Diligence, Strategic Partnerships, Business Development, Financial Analysis, Market Research, Market Analysis, E-commerce, Business Planning, Product Marketing, Strategic Consulting, Digital Marketing, Cross-functional Team..., Business Analysis, Strategic Planning, New Business Development, Branding & Identity, Marketing, Management, Digital Media, Valuation, Corporate Development

Education
Columbia Business School   2012 — 2013
MBA

Columbia University in the City of New York   2000 — 2004
BS

Tenafly High School

Mary Ekmalian Mary Ekmalian Greater New York City Area Details
Mary Ekmalian's Citi - Global Wealth Management Experience 2006 - 2008
Job Head of Corporate Technology, First Data
Industry Banking
Experience
First Data Corporation  March 2014 - Present
Citi  April 2012 - November 2013
Citi, US Wealth Management   2009 - March 2012
Citi Smith Barney  2008 - 2009
Citi, Global Wealth Management  2006 - 2008
Citi, Global Transaction Services  1993 - 2006
Quotron  1991 - 1993
Citi  1987 - 1991

Skills
Banking, Business Planning, Capital Markets, Information Technology, Operations Management, Risk Management, Wealth Management, Transactional Banking, Portfolio Management, Investment Banking, Payments, Derivatives, Leadership, Financial Services, Corporate Finance, Program Management, Business Process..., Financial Risk, Sales Management, Business Analysis, Fixed Income, Operational Risk..., Outsourcing, Strategy, Vendor Management, Asset Managment, Financial Modeling, Change Management, Mergers & Acquisitions, Luxury Goods, Project Planning, Equities, Investments, Mergers

Education
Mount Holyoke College
BA, Economics, Magna cum laude

New York University - Leonard N. Stern School of Business
MBA, Finance

Theodore Sadriyoun, CFA Theodore Sadriyoun, CFA Greater New York City Area Details
Theodore Sadriyoun, CFA's Citi - Global Wealth Management Experience 2005 - 2007
Job Director of SFT CCAR at Citi
Industry Banking
Experience
Citigroup - Institutional Cleint Group, Financial Institutions Risk Management   2015 - Present
Citigroup - Franchise Risk Architecture   2012 - 2014
Citigroup - Franchise Risk Architecture   2009 - 2011
Citi Private Bank  2007 - 2008
Citi Global Wealth Management  2005 - 2007
Citi Private Bank  2000 - 2004

Skills
Market Risk, Credit Risk, Portfolio Management, Capital Markets, Basel II, Derivatives, Financial Risk, Fixed Income, Hedge Funds, Structured Finance, Equities, Operational Risk, Investment Banking, Credit Analysis, Risk Management

Education
Columbia University - Columbia Business School   1997 — 1999
Master of Business Administration (MBA)

Manhattan School of Music
MM

Lucas Caltrider, CFA Lucas Caltrider, CFA Washington D.C. Metro Area Details
Lucas Caltrider, CFA's Citi - Global Wealth Management Experience December 2006 - January 2008
Job Emerging Markets Investment & Finance Specialist
Industry Management Consulting
Experience
Caltrider Advisors   October 2014 - Present
Deloitte  March 2011 - October 2014
Caltrider Advisors   November 2009 - January 2012
Ministry of Finance, Government of Georgia   November 2009 - May 2010
TBC Broker (TBC Bank Group)   March 2008 - September 2009
Citi Global Wealth Management  December 2006 - January 2008
Caucasus Financial Services   June 2005 - May 2006
UNDP  June 2004 - September 2004
EUROPEUM INSTITUTE ON EUROPEAN POLICY   June 2003 - July 2003

Skills
Valuation, Capital Markets, Economics, Management Consulting, Financial Modeling, Business Strategy, Investments, Strategic Planning, Public Policy, Financial Analysis, Emerging Markets, Risk Management, Private Equity, Business Planning, Government, Finance, Mergers, International..., Policy, Analysis, Business Development, Policy Analysis, Portfolio Management, Start-ups, Leadership, Management, Governance, Competitive Analysis, Strategy, Due Diligence, Corporate Finance, Project Management, Project Finance, Alternative Investments, Equities, Market Research, Investment Banking, Financial Markets, Financial Risk, Managerial Finance, Structured Finance, Investor Relations, Trading, Hedge Funds, Venture Capital, Corporate Development, Consulting, Program Management, Financial Services, International Relations

Education
Harvard University, John F. Kennedy School of Government   2002 — 2005
MPP, International Trade & Finance

Harvard University   2000 — 2005
MTS, Policy, Culture and Religion

Oklahoma Wesleyan University   1996 — 2001
BA, Intercultural Studies, Minor in Linguistics

Audrey Lobo Audrey Lobo New York, New York Details
Audrey Lobo's Citi - Global Wealth Management Experience July 2006 - June 2009
Job US Regional HR Manager News, Research, Multimedia and Legal at Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP  May 2014 - March 2015
Bloomberg  July 2009 - June 2014
Citi - Global Wealth Management   July 2006 - June 2009
Citi  July 2005 - August 2006
Medtronic  June 2004 - August 2004
L.R. Associates   June 2000 - July 2002

Skills
Deferred Compensation, Talent Management, Onboarding, Employee Relations, Performance Management, Succession Planning, HRIS, Talent Acquisition, Workforce Planning, Employee Engagement, Human Resources, College Recruiting, Employee Benefits, Recruiting, HR Policies, Organizational..., Interviews, PeopleSoft, Leadership, Training, Change Management, Microsoft Excel, Taleo, Hays Climate Certfied, Visio

Education
Cornell University   2003 — 2005
MILR, Human Resources

University of Mumbai   2000 — 2002
Masters of Commerce, Management

University of Mumbai   1997 — 2000
Bachelors in Commerce, Accounting and Taxation

David T. Ridley David T. Ridley Greater New York City Area Details
David T. Ridley's Citi - Global Wealth Management Experience January 2007 - January 2009
Job Vice President, Compensation & HR Business Analytics at Morgan Stanley Wealth Management
Industry Human Resources
Experience
Morgan Stanley Wealth Management  April 2013 - Present
UBS Investment Bank  January 2009 - April 2013
Citi Global Wealth Management  January 2007 - January 2009
Voicentric   June 2006 - January 2007
Shanghai Foreign Language School   September 2005 - May 2006
Grorud Engineering   July 2004 - September 2004
IES Albarregas   September 2003 - May 2004

Skills
Human Resources, Deferred Compensation, HRIS, Data Analysis, Analysis, Business Objects, Business Analysis, CRM, Organizational..., Compensation Strategies, Analytics, Project Management, Microsoft Excel, Sales Compensation, Workday, Budget Forecasts, Employee Training

Education
New York University   2012 — 2015
Master’s Degree, Human Resource Management & Development

University of Newcastle-upon-Tyne   2000 — 2005
Bachelor of Arts (B.A.), Spanish & Linguistics

Patrick Rieck Patrick Rieck Milwaukee, Wisconsin Details
Patrick Rieck's Citi - Global Wealth Management Experience December 2005 - May 2009
Job Head of Corporate Retirement at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  June 2009 - Present
Citi Global Wealth Management  December 2005 - May 2009
Legg Mason  January 2000 - December 2005
Emjay   August 1984 - December 1999

Skills
401k, Asset Allocation, Investment Advisory, Investments, Mutual Funds, Pensions, Retirement, Retirement Planning, Series 63, Series 7, Wealth Management, FINRA, Securities, Series 6, Series 65

Education
University of Wisconsin-Milwaukee   1985 — 1987
N/A, Business

Ripon College   1983 — 1984
N/A, N/A

Nicolet High School   1979 — 1983
N/A

Lizabeth Bustamante Lizabeth Bustamante Greater New York City Area Details
Lizabeth Bustamante's Citi - Global Wealth Management Experience September 2007 - January 2009
Job Director of Marketing, Verifone Taxi Systems
Industry Financial Services
Experience
Verifone  January 2015 - Present
Village Square Marketing   June 2013 - Present
Citi - Global Transaction Services  January 2013 - June 2013
Citi - Global Transaction Services  November 2010 - January 2013
Citi - Global Transaction Services  November 2010 - January 2013
Morgan Stanley Smith Barney  February 2009 - November 2010
Citi Global Wealth Management  September 2007 - January 2009
Citi Global Wealth Management (GWM)   June 2005 - September 2007
Goldman Sachs, Bear Stearns and Citi Private Bank   June 1998 - June 2005
Richard Kaplan, CPA   August 1990 - May 1998

Skills
Event Management, Client Experience, Investments, Marketing Strategy, Budget Management, Customer Relations, Marketing Communications, Budgeting, Series 7, Wealth Management, Strategic Planning, Channel Marketing, Integrated Marketing, Marketing Management, Financial Planning, Strategic Financial..., Vendor Management, Leadership, Management, Budgets, New Business Development, Business Development, Marketing, Strategy, Customer Service, Customer Experience, Multi-channel Marketing, CRM, Analysis, Salesforce.com, Project Management, Finance, Sales, Public Relations, Financial Services, Banking, Risk Management, Relationship Management, Social Media Marketing, Program Management, Social Media, Advertising, Product Marketing

Education
New York University   1991 — 1993
MFAS, Performing Arts Administration

Iona College   1990 — 1993
BBA, Accounting

Josef M. Oddo Josef M. Oddo Greater New York City Area Details
Josef M. Oddo's Citi - Global Wealth Management Experience 2008 - 2009
Job Head of Network & Security Solutions Technology at First Data Corporation
Industry Financial Services
Experience
First Data Corporation  September 2014 - Present
Winston Olivier & Associates LLC   December 2012 - August 2014
American Bard Theater Company  September 2012 - September 2013
Financial Tech Start-up   October 2010 - November 2012
TD Bank  March 2010 - September 2010
Citi Global Wealth Management  2008 - 2009
Citigroup  2003 - 2008
Citigroup  2003 - 2008
Salomon Smith Barney, New York   1998 - 2003
Salomon Brothers International LTD, London   1996 - 1998

Skills
Capital Markets, Leadership, Executive Management, Technology, Mergers, Organization, Integration, Electronic Trading, Outsourcing, CRM, Managerial Finance, International, Insourcing, Offshoring, Fixed Income, Trading Systems, Start-ups, Cross-functional Team..., Derivatives, Project Management, Recruiting, Software Development, Budgets, Strategy, Plannning, Cross Functional Team..., Program Management, Matrix Management, Professional Mentoring, Project Manager..., Turn Around Management, Team Management, Management Consulting, SDLC, IT Strategy, Financial Services, Management, Banking, Mergers & Acquisitions, Trading, Vendor Management, Analysis, Hedge Funds, Finance, Information Technology, Financial Risk, Project Delivery, Business Analysis

Education
New York University - Polytechnic School of Engineering   1986 — 1989
BS, Computer Science

Sean Bennett Sean Bennett New York, New York Details
Sean Bennett's Citi - Global Wealth Management Experience 2007 - 2009
Job Chief Strategy Officer at OneMain Financial
Industry Financial Services
Experience
OneMain Financial (a Citigroup Company)   2013 - Present
Citigroup  2009 - 2013
Citi Global Wealth Management  2007 - 2009
The Citi Private Bank   2007 - 2007
Marakon Associates  2001 - 2007
U.S. Army Reserves   1993 - 2004
Bovis Lend Lease  1994 - 1999

Skills
Management Consulting, Strategy, Financial Modeling, Mergers, Business Strategy, Mergers & Acquisitions, Management, Investment Banking, Banking, Finance, Valuation, Portfolio Management

Education
Columbia University - Columbia Business School   1999 — 2001
MBA, Finance and Economics, Entrepreneurship, and General Management

Columbia University in the City of New York   1995 — 1997
MS, Industrial Engineering

Rensselaer Polytechnic Institute   1988 — 1992
BS, Industrial and Management Engineering

Chaminade High School   1984 — 1988

Deborah Stewart Deborah Stewart Greater New York City Area Details
Deborah Stewart's Citi - Global Wealth Management Experience June 2007 - May 2009
Job Brand & Marketing Strategist and Independent Writing Professional
Industry Marketing and Advertising
Experience
Chase  June 2012 - October 2014
Morgan Stanley Smith Barney  June 2009 - June 2012
New York Urban League  October 2007 - June 2009
Citi Global Wealth Management  June 2007 - May 2009
Jamrock Magazine  2007 - 2008
AXA Equitable  May 2006 - June 2007
AXA Advisors  June 2004 - May 2007
MONY Securities Corporation  February 2000 - June 2004

Skills
Strategic Marketing, Communication Strategy, Investment Product..., Investments, Marketing, Strategic Communications, Leadership, Marketing Strategy, Management, Strategy, Series 7, Financial Analysis, Insurance, Banking, Internal Communications, Financial Services, Mutual Funds, Training, Fixed Annuities, Fundraising, Public Speaking, Securities, Wealth Management, Social Media, Project Management

Education
State University of New York at Albany   1995 — 1999
Bachelor of Science (B.S.)

State University of New York at Albany
Bachelor of Science (B.S.)

Irene Hart Irene Hart Greater New York City Area Details
Irene Hart's Citi - Global Wealth Management Experience May 2005 - November 2008
Job Consultant at Human Resources Business Consulting
Industry Human Resources
Experience
Human Resources Business Consulting   2013 - Present
Citi  November 2008 - August 2013
Citi, Global Wealth Management  May 2005 - November 2008
Citi  January 1994 - 2005
Citigroup, Smith Barney  1988 - 1994
Citigroup, Smith Barney  1986 - 1987

Skills
Employee Relations, Strategic Partnerships, Coaching, Consultation Skills, Building Relationships, Project Management, Mitigating Risk, Organization..., Internal Investigations, Succession Planning, Personnel Management, Recruiting, Human Resources, Performance Management, Risk Mitigation, Organizational..., Training and Development, Employment Law, Work/Life Program, Strategy, Restructuring, Leadership, Risk Management, HR Policies, Organizational...

Education
SUNY Oswego   1980 — 1984
Bachelor of Business Administration (BBA), Human Resources Management and Services

Doug Naegele, JD*, CFP® Doug Naegele, JD*, CFP® Lubbock, Texas Area Details
Doug Naegele, JD*, CFP®'s Citi - Global Wealth Management Experience 2007 - 2009
Job Financial Advisor at PFG Advisors
Industry Investment Management
Experience
PFG Advisors  2011 - Present
American Bank of Commerce  2009 - 2011
Citi Global Wealth Management  2007 - 2009
Austin Asset Management   2004 - October 2007
Wells Fargo  2000 - 2004

Skills
Insurance, Retirement, Wealth Management, Retirement Planning, Strategic Financial..., Financial Services, Finance, Financial Advisory, Estate Planning, Employee Benefits

Education
St. Mary's University School of Law   1997 — 2000
JD

Texas Tech University   1991 — 1997
BA, Economics

Susan Weiland, CLTC Susan Weiland, CLTC Baltimore, Maryland Area Details
Susan Weiland, CLTC's Citi - Global Wealth Management Experience November 1999 - June 2010
Job LTC Wholesaler National Accounts
Industry Insurance
Experience
Crump Life Insurance Services  August 2015 - Present
The Penn Mutual Life Insurance Company  July 2014 - August 2015
Virtus Wealth Solutions, An Office of MetLife   April 2013 - November 2013
Brian K Adams & Associates   August 2010 - January 2012
Morgan Stanley Smith Barney  November 1999 - June 2010
Citi Global Wealth Management  November 1999 - June 2010
Legg Mason Wood Walker, Inc.   November 1999 - June 2010
BISYS Insurance Services  January 1997 - January 1999
Prudential - Pruco Securities   January 1995 - January 1997

Skills
Insurance, Long-term Care, Disability Insurance, Series 6, CLTC, Product Management, Life Insurance, Financial Services, Retirement, Management, Retirement Planning, Practice Management, FINRA Series 6, Life, Health & Variable...

Education
Towson University   1982 — 1987
Bachelor of Science, Business Administration and Marketing

Shannon Hobbs Shannon Hobbs Greater New York City Area Details
Shannon Hobbs's Citi - Global Wealth Management Experience July 2005 - April 2008
Job Head of Human Resources for Commercial Banking at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  December 2012 - Present
JP Morgan Chase  September 2012 - December 2012
JP Morgan Chase  February 2011 - September 2012
JPMorgan Chase  September 2009 - February 2011
JPMorgan Chase  July 2010 - September 2010
Morgan Stanley Smith Barney  June 2009 - September 2009
Smith Barney, Citi -Global Wealth Management   April 2008 - June 2009
Citi - Global Wealth Management   July 2005 - April 2008
Citigroup - Smith Barney  August 1996 - July 2005
Smith Barney  July 1995 - August 1996

Skills
Employee Relations, Employee Benefits, Leadership, Executive Management, HR Consulting, Payroll, Workshop Facilitation, Succession Planning, Deferred Compensation, Talent Management, Benefits Administration, Onboarding, Trusted Advisor, Talent Developer, Sales Compensation, Compensation & Benefit, Change Management, Management, Mergers, Reorganisation

Education
Golden Gate University
Masters of Science, Organizational Development

University of South Carolina-Columbia   1988 — 1992
BA, Political Science

Michelle Marin Michelle Marin Greater New York City Area Details
Michelle Marin's Citi - Global Wealth Management Experience October 2007 - April 2008
Job Principal at MarinPR and Consultant
Industry Public Relations and Communications
Experience
Marin Communications   February 2002 - Present
Citi Global Wealth Management  October 2007 - April 2008
MetLife  May 1997 - February 2002
The McGraw Hill Companies  February 1996 - May 1997
KCSA Worldwide  1987 - 1993

Skills
Strategic Communications, Strategic Planning, Media Relations, Social Media, News Writing, Team Leadership, Account Management

Education
University of Colorado Boulder   1975 — 1979
BA, English, Journalism

Pace University

Jay Beyda Jay Beyda Greater New York City Area Details
Jay Beyda's Citi - Global Wealth Management Experience April 2006 - September 2008
Job Financial Services Technology Professional
Industry Financial Services
Experience
Consultant  July 2013 - Present
Kurt Salmon Associates  August 2010 - December 2012
Citi Global Wealth Management  April 2006 - September 2008
Banc of America Securities  August 2002 - April 2006
Lehman Brothers  November 1999 - February 2001
Morgan Stanley  April 1996 - November 1999
Bankers Trust  July 1995 - April 1996
Kidder Peabody  October 1987 - June 1995
Salomon Brothers  September 1986 - October 1987
Merrill Lynch  December 1983 - September 1986

Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Risk Management, Trading Systems, IT Strategy, Hedge Funds, Business Analysis, Portfolio Management, Prime Brokerage, SDLC, Financial Risk, Electronic Trading, Program Management, Enterprise Architecture, PMO, Market Risk, Software Development, Management Consulting, Finance, Vendor Management, Management, CRM, Wealth Management, Equity Derivatives, Back Office, Project Portfolio..., Middle Office, FX Options, Options, Financial Markets, Credit Derivatives, Securities, Interest Rate..., Financial Services, Consulting

Education
Columbia University in the City of New York   1974 — 1978
BS, Computer Science

Liane Cole Liane Cole Tampa, Florida Details
Liane Cole's Citi - Global Wealth Management Experience July 2004 - June 2009
Job Manager, Training Implementation at Bloomin' Brands
Industry Restaurants
Experience
Bloomin' Brands, Inc.   June 2014 - Present
Morgan Stanley  December 2013 - May 2014
Morgan Stanley  June 2012 - November 2013
Morgan Stanley Smith Barney  June 2009 - May 2012
Citi Global Wealth Management  July 2004 - June 2009

Skills
Succession Planning, Talent Management, Onboarding, Performance Management, Organizational..., Deferred Compensation, Employee Engagement, Employee Relations, Leadership Development, Organizational..., Recruiting, Human Resources, Talent Acquisition, Organizational Design, HRIS, Change Management, Applicant Tracking..., Workforce Planning, PeopleSoft, Employee Benefits

Education
New York University   2012 — 2013
Certificate in Coaching

Hofstra University   2003 — 2005
MA, I/O Psychology

Penn State University   1999 — 2003
BS, Psychology

Michele Westmoreland Michele Westmoreland Greater St. Louis Area Details
Michele Westmoreland's Citi - Global Wealth Management Experience January 2004 - July 2008
Job Vice President, Project Manager at Citi
Industry Financial Services
Experience
Citi  January 2013 - Present
Citi  March 2011 - January 2013
HSBC MORTGAGE CORPORATION (USA)   June 2009 - March 2011
CITI GLOBAL WEALTH MANAGEMENT  January 2004 - July 2008
CITI GLOBAL WEALTH MANAGEMENT  January 2004 - July 2008
Nexstar Financial Corporation  August 2002 - December 2002
AEGIS FUNDING CORPORATION  January 2002 - August 2002
CitiMortgage  January 2001 - January 2002

Skills
Mortgage Lending, Credit, Loans, Funding, Management, Mortgage Banking, Financial Analysis, Residential Mortgages, Call Center, Retail Banking, Fixed Income, Time Management, Auditing, Team Building, Ice Cream, Leadership, Relationship Management, Process Improvement, Strategic Planning, Project Management, Finance, Call Centers, Banking

Education
Walden University   2013 — 2015
Master's degree, Business Administration and Management, General

University of Phoenix   2005 — 2008
BBA, Business Administration

Matthew Sommer CFA, CFP®, CPWA® Matthew Sommer CFA, CFP®, CPWA® Denver, Colorado Details
Matthew Sommer CFA, CFP®, CPWA®'s Citi - Global Wealth Management Experience April 2007 - April 2010
Job Vice President and Director, Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group  May 2010 - Present
Citi Global Wealth Management  April 2007 - April 2010
New York University  January 2004 - May 2008
Smith Barney  April 2000 - March 2007
Smith Barney  October 1993 - April 2000

Skills
Series 7, Series 63, Series 24

Education
University of Rhode Island   1988 — 1992
Bachelor's degree, Finance, General

Pace University - Lubin School of Business   1995 — 1997
Master of Business Administration (M.B.A.), Finance, General

Peter Stonecipher Peter Stonecipher Greater New York City Area Details
Peter Stonecipher's Citi - Global Wealth Management Experience 2002 - 2009
Job Financial Services consultant
Industry Financial Services
Experience
JPMorgan Chase  February 2014 - March 2015
Citi Private Bank  April 2010 - August 2013
Morgan Stanley Smith Barney  June 2009 - April 2010
Citi Global Wealth Management  2002 - 2009
Goldman Sachs  February 1999 - February 2002

Skills
Alternative Investments, Wealth Management, Equities, Banking, Fixed Income, Portfolio Management, Investments, Strategy, Asset Allocation, Financial Services, Hedge Funds, Securities, Capital Markets, Financial Risk

Education
Stanford University Graduate School of Business   2004 — 2004
Executive Education, Management

State University of New York College at Potsdam

Mark Hellman Mark Hellman Sarasota, Florida Area Details
Mark Hellman's Citi - Global Wealth Management Experience 1986 - Present
Job VP at Smith Barney and Owner, Citibank
Industry Telecommunications
Experience
Smith Barney  OwnerCitibankCommunications Managerciti-group1988 - Present
Citi  1987 - Present
Citi Global Wealth Management  1986 - Present

Education
Brooklyn Law School   1980 — 1984

Beth Fehmel Beth Fehmel Greater Los Angeles Area Details
Beth Fehmel's Citi - Global Wealth Management Experience 1985 - Present
Job Human Resources Business Partner at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  January 2011 - Present
Citigroup  1985 - Present
Citi Global Wealth Management  1985 - Present
Morgan Stanley Smith Barney  2009 - 2010
Morgan Stanley Smith Barney  2009 - 2010

Skills
Career Development, Coaching, Deferred Compensation, Employee Engagement, Employee Relations, Executive Coaching, HR Policies, HRIS, Leadership, Leadership Development, Mergers, Onboarding, Organizational..., Personnel Management, Process Improvement, Project Management, Risk Management, Succession Planning, Talent Acquisition, Talent Management, Training, Workforce Planning, Performance Management, Human Resources

Education
Duke University   1981 — 1985

Christine Song, CFA Christine Song, CFA New York, New York Details
Christine Song, CFA's Citi - Global Wealth Management Experience February 2006 - January 2009
Job Associate at Miller Buckfire
Industry Financial Services
Experience
Miller Buckfire  August 2014 - Present
PIMCO  June 2013 - August 2013
Morgan Stanley Smith Barney  January 2009 - July 2012
Citi Global Wealth Management  February 2006 - January 2009
Goldman Sachs  July 2004 - January 2006

Skills
Hedge Funds

Education
NYU Stern School of Business   2012 — 2014
Master of Business Administration (MBA)

Georgetown University   2000 — 2004
Bachelor of Arts (B.A.), Economics

Bronx Science

Patricia Brawer Patricia Brawer Greater New York City Area Details
Patricia Brawer's Citi - Global Wealth Management Experience 2004 - Present
Job Dynamic Executive Director with diversified experience in premier financial services firms
Industry Financial Services
Experience
Morgan Stanley Smith Barney  2009 - Present
Smith Barney  2004 - Present
Citi Global Wealth Management  2004 - Present
Citi Smith Barney  2004 - Present
Citi  2004 - June 2009
Prudential Securities  1989 - 2004
THOMSON McKINNON SECURITIES  1971 - 1989

Education
Smith College   1962 — 1966

University of Edinburgh

Christine Navin Christine Navin Greater New York City Area Details
Christine Navin's Citi - Global Wealth Management Experience July 2007 - February 2008
Job Independent Design and Photography Professional
Industry Design
Experience
Various Clients  November 2012 - Present
Pratt Institute  April 2013 - October 2013
New York City Ballet  March 2008 - November 2012
Citi Global Wealth Management  July 2007 - February 2008
Scholastic Publications   July 2005 - July 2007
Stoltze Design  2000 - 2004

Skills
Graphic Design, Art Direction, Logo Design, Illustration, Corporate Identity, InDesign, Photography, Digital Photography, Social Media, Layout, Book Design, Typography, Art, Creative Direction, Illustrator, Graphics, Adobe Creative Suite, Photoshop

Education
Goldsmiths College, U. of London   1999 — 2000
Classes in the MA Image and Communication program

Massachusetts College of Art and Design   1995 — 1996
N/A, Photography/Studio for Interrelated Media

Boston University   1991 — 1995
BS, Communications/Art History

Dave Schrohe Dave Schrohe Greater New York City Area Details
Dave Schrohe's Citi - Global Wealth Management Experience June 2008 - June 2009
Job Executive Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors, Inc  May 2013 - Present
UBS  October 2010 - November 2011
Morgan Stanley Smith Barney  June 2009 - June 2010
Citi Global Wealth Management  June 2008 - June 2009
Smith Barney  January 2004 - June 2008
Smith Barney  February 2002 - January 2004
Smith Barney  February 1997 - February 2002
Smith Barney  December 1995 - February 1997
Citigroup/Primerica   July 1994 - December 1995
Glenthorne Capital   May 1993 - June 1994

Skills
Investments, Wealth Management, Series 7, Brokerage, Equities, Asset Allocation, Risk Management, Alternative Investments, Underwriting, AML, New Business Development, Series 63, Product Management, Financial Services, Strategy, Hedge Funds, Series 6, Securities

Education
University of Pennsylvania - The Wharton School   1992 — 1994
MBA, Finance

University of Pennsylvania   1985 — 1989
BA, Economics

Anders Hansson Anders Hansson Greater New York City Area Details
Anders Hansson's Citi - Global Wealth Management Experience October 2005 - October 2010
Job Associate General Counsel, Director, Compliance Risk Management at AIG
Industry Financial Services
Experience
AIG  April 2013 - Present
AIG  December 2011 - April 2013
CITI GLOBAL COMPLIANCE   March 2010 - December 2011
Citi Global Wealth Management  October 2005 - October 2010
PwC  2005 - 2005
Hälsinge Regemente I 14/Fo 21   1988 - 1992

Skills
Data Privacy, AML, Securities, Capital Markets, Corporate Governance, Due Diligence, Risk Management, Banking, Financial Risk, Financial Services, Hedge Funds, Securities Regulation, Mergers & Acquisitions, Operational Risk, Private Equity, Equities, FINRA, Financial Regulation, KYC, Corporate Law

Education
The George Washington University Law School   1999 — 2000
LL.M., International and Comparative Law

Uppsala University   1992 — 1996
Master of Laws, Law

Officershögskolan   1987 — 1992
Second Lieutenant, Military and Strategic Leadership

Torsbergsskolan

Torsbergsskolan

Asim (Sam) Ibrahim Asim (Sam) Ibrahim Greater New York City Area Details
Asim (Sam) Ibrahim's Citi - Global Wealth Management Experience October 2006 - April 2007
Job SVP Global AML Monitoring at Citigroup
Industry Banking
Experience
Citigroup  January 2013 - Present
Commerzbank AG  November 2009 - January 2013
Societe Generale  May 2009 - November 2009
Sumitomo Mitsui Banking Corporation  April 2007 - March 2009
Citi Global Wealth Management  October 2006 - April 2007
Independence Community Bank  January 2004 - 2006
Independence Community Bank  1990 - January 2004

Skills
AML, Compliance, Bank Secrecy Act, OFAC, Internal Audit, Banking, USA PATRIOT Act, Sanction, Anti Money Laundering, FINRA, CAMS, Correspondent Banking, Actimize, KYC, Operational Risk, Risk Management, Credit, Risk Assessment, Internal Controls, Operational Risk..., Fraud, Financial Services, Financial Regulation, Securities, Enterprise Risk..., Regulations, Financial Institutions, Due Diligence

Education
Queens College   1990 — 1995
Accounting

Tipporn Laosunthara Tipporn Laosunthara Greater New York City Area Details
Tipporn Laosunthara's Citi - Global Wealth Management Experience August 2006 - Present
Job Associate at Citi Global Wealth Management
Industry Real Estate
Experience
Citi Global Wealth Management  August 2006 - Present
Pennsylvania Real Estate Investment Trust (PREIT)   June 2005 - July 2005
Hay Group  2003 - 2004
ACNielsen  2001 - 2003
World Trade Organization  2001 - 2001

Education
University of Pennsylvania - The Wharton School   2004 — 2006

The London School of Economics and Political Science (LSE)   1999 — 2000
MSc., Economics

Chulalongkorn University   1994 — 1998
BA, Economics

Catie Marshall Catie Marshall Greater New York City Area Details
Catie Marshall's Citi - Global Wealth Management Experience June 2006 - October 2007
Job Communications Executive
Industry Government Administration
Experience
NYC Housing Preservation and Development   December 2008 - Present
NYC Housing Development Corporation  December 2008 - Present
NYC Leadership Academy  September 2007 - October 2008
Citi Global Wealth Management  June 2006 - October 2007
New York State Banking Department  2003 - 2006
Times Square Alliance  2002 - 2003
NYC Board of Education  July 2001 - September 2002
JWT  1997 - 2001
Bernard Hodes Group  January 1995 - May 1997
New York City Economic Development Corporation  1991 - 1994

Skills
Non-profits, Public Policy, Community Outreach, Public Speaking, Editing, Research, Corporate Communications, Public Relations, Program Development, Public Affairs, Social Media, Policy, Government, Program Management, Media Relations

Education
Brown University   1975 — 1978
AB, Biology/Biophysics

University of London   1976 — 1977
Biophysics

Occidental College   1973 — 1975
Marine Biology

Milton Academy   1970 — 1973
HS

Holly Cao, CFA Holly Cao, CFA Greater New York City Area Details
Holly Cao, CFA's Citi - Global Wealth Management Experience November 2005 - June 2009
Job Senior Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  June 2009 - Present
Citi Global Wealth Management  November 2005 - June 2009
Citigroup Asset Management (in NY and London)   August 1999 - November 2005

Education
Drexel University - LeBow College of Business   1995 — 1997
MBA, Investments

Foreign Affairs College
BA & BL, English & International Laws

Jeff Laderman Jeff Laderman Greater New York City Area Details
Jeff Laderman's Citi - Global Wealth Management Experience 2008 - June 2009
Job Managing Editor at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Smith Barney  June 2009 - Present
Citi Global Wealth Management  2008 - June 2009
Business Week  1982 - 2007
The Detroit News  1976 - 1982
The Home News  1973 - 1976

Skills
Editing, Writing, Magazines, Copy Editing, Journalism, Editorial, Publishing, Publications, Web Content, Feature Articles, Content Development, Speech Writing, Blogging, Books, Politics, New Media, Published Author, Public Relations, Proofreading, Digital Media, Press Releases, Newspapers, Internal Communications, Freelance Writing, News Writing, Investments, Content Management, Media Relations, Corporate Communications, Copywriting, Content Strategy, Social Media, Marketing Communications, Newsletters, White Papers, Social Media Marketing, Web Content Management, Publicity, Crisis Communications, Business Journalism, Storytelling, AP Style, Multimedia, Creative Writing, Online Journalism, Breaking News, Social Networking, Facebook, Ghostwriting, Fact-checking

Education
Columbia University - Graduate School of Journalism   1972 — 1973
MS, Journalism

Rutgers, The State University of New Jersey-New Brunswick   1968 — 1972
BA, History

Maria Cirincione Maria Cirincione Washington, District Of Columbia Details
Maria Cirincione's Citi - Global Wealth Management Experience June 2008 - August 2008
Job Associate at Fried Frank
Industry Law Practice
Experience
Fried Frank  January 2011 - Present
Fried Frank  May 2009 - August 2009
Citi Global Wealth Management  June 2008 - August 2008
Citi Markets and Banking  2006 - 2007

Skills
Legal Writing, Legal Research, Immigration Law, Document Review, Competition Law, Legislative Research

Education
University of Maryland School of Law   2007 — 2010
Doctor of Law (JD)

The Johns Hopkins University   2002 — 2006
Bachelor of Arts (B.A.), International Studies

Towson High

Towson High

Towson High

Towson High

Chuck Mayle-Rosauri Chuck Mayle-Rosauri Greater New York City Area Details
Chuck Mayle-Rosauri's Citi - Global Wealth Management Experience April 1996 - June 2009
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley  April 1996 - Present
Citigroup Smith Barney  1996 - Present
Smith Barney  January 1997 - June 2009
Citi Global Wealth Management  April 1996 - June 2009
Morgan Stanley Smith Barney  April 1996 - June 2009
Citi Smith Barney  1996 - June 2009
bankers trust  1993 - 1996

Education
University of Richmond

Bob Lord Bob Lord Greater New York City Area Details
Bob Lord's Citi - Global Wealth Management Experience 2007 - June 2009
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  May 2007 - Present
Citi - Global Wealth Management   2007 - June 2009

Skills
SDLC, Wealth Management, Fixed Income, Capital Markets, Trading Systems, Equities, Portfolio Management, Business Analysis, Securities, Derivatives, Series 7, Financial Services, Investment Banking, Hedge Funds, Mutual Funds, Asset Allocation

Education
University of Scranton   1974 — 1977

Arthur O'Connor Arthur O'Connor Greater New York City Area Details
Arthur O'Connor's Citi - Global Wealth Management Experience February 2005 - March 2009
Job Risk Mgt, Goverance and Control
Industry Investment Management
Experience
Business Risk Consulting   March 2009 - Present
Citi Global Wealth Management  February 2005 - March 2009
Thomson Reuters  2001 - 2005
Continental Insurance  1988 - 1995

Skills
Financial Risk, Alternative Investments, Risk Management, Hedge Funds, Asset Managment, Financial Services, Asset Management, Mutual Funds, Internal Controls, Wealth Management, Equities, Operational Risk, Securities, Structured Finance, Due Diligence, AML, Governance, Mergers & Acquisitions, Investment Banking, Auditing, Capital Markets, Financial Markets, Leadership, Basel II, Financial Modeling, Options, Business Analysis, Derivatives, Fixed Income, Trading Systems, Management, Portfolio Management

Education
Fordham Gabelli School of Business   1981 — 1983
MBA, Finance

Svetlana Yedreshteyn, PsyD Svetlana Yedreshteyn, PsyD Greater New York City Area Details
Svetlana Yedreshteyn, PsyD's Citi - Global Wealth Management Experience May 2006 - January 2008
Job AVP of Talent Management
Industry Financial Services
Experience
OppenheimerFunds  January 2014 - Present
NYU Langone Medical Center  June 2013 - January 2014
NYU Langone Medical Center  January 2008 - June 2013
Citi Global Wealth Management  May 2006 - January 2008
Citigroup  September 2004 - May 2006

Skills
Talent Management, Organizational..., Onboarding, Organizational..., Leadership Development, Workforce Planning, Organizational Design, Workshop Facilitation, Process Improvement, Conflict Resolution, Performance Management, Employee Engagement, Succession Planning, Executive Coaching, New Hire Orientations, Employee Relations, Instructional Design, Leadership, Training, Performance Improvement, Coaching, Learning Management..., Facilitators, Training Delivery, Career Development, Personnel Management, Employee Training, Executive Development, Recruiting, Facilitation, Project Management

Education
Rutgers University-New Brunswick   2003 — 2008
PsyD, Organizational Psychology

Rutgers, The State University of New Jersey-New Brunswick   2003 — 2006
PsyM, Organizational Psycology

Pace University   2000 — 2003
BA, Psychology

Carol Schwefel Carol Schwefel Greater New York City Area Details
Carol Schwefel's Citi - Global Wealth Management Experience January 2002 - Present
Job Sr VP at Citi Global Wealth Management
Industry Marketing and Advertising
Experience
Citi Global Wealth Management  January 2002 - Present
Citigroup Private Bank  January 2002 - December 2006
PlanSponsor   January 2000 - January 2001
Weston Capital Management  January 1998 - January 2000
BARRA ROGERS CASEY   January 1992 - January 1996
EVALUATION ASSOCIATES, INC   January 1980 - January 1989

Education
Ecole des Beaux Arts
certifie, Design

The University of Connecticut 1er
BS

Université de Rouen
1er, French language, culture, history

Lou Ambriano Lou Ambriano Greater New York City Area Details
Lou Ambriano's Citi - Global Wealth Management Experience 2005 - February 2013
Job Regional Real Estate Specialist at US Trust Bank of America
Industry Banking
Experience
US Trust - Bank of America  February 2013 - Present
Citi Global Wealth Management  2005 - February 2013
Citi Private Bank  April 1989 - February 2013
Citi  January 1998 - January 2005
Citi  November 1991 - December 1997

Skills
Mortgage Lending, Loans, Portfolio Management, Finance, Sales Management, Sales, Private Banking, Management, Marketing, Customer Retention, Training, Sales Operations, Marketing Strategy, Executive Management, Home Equity Loans

Education
City University of New York   1982 — 1987
BA, English

City University of New York-College of Staten Island   1982 — 1987

Cynthia Adams Cynthia Adams Greater New York City Area Details
Cynthia Adams's Citi - Global Wealth Management Experience January 2005 - June 2009
Job Managing Director, Legal & Compliance, Jefferies
Industry Financial Services
Experience
Jefferies & Company  May 2012 - Present
Morgan Stanley Smith Barney  June 2009 - April 2012
Citi Global Wealth Management  January 2005 - June 2009
WilmerHale  October 2003 - December 2004
Financial Industry Regulatory Authority  November 1999 - August 2003
Sullivan & Cromwell LLP  October 1995 - November 1999
U.S. District Court, Washington, D.C.   September 1994 - September 1995

Education
Howard University School of Law   1991 — 1994
J.D., Cum Laude

The College of William and Mary
Bachelor of Arts, Government

Nancy Quartararo Nancy Quartararo Greater New York City Area Details
Nancy Quartararo's Citi - Global Wealth Management Experience April 2002 - August 2008
Job Product Manager at Citi
Industry Financial Services
Experience
Citi  August 2008 - Present
Citi Global Wealth Management  April 2002 - August 2008
AXA Advisors  November 2000 - April 2002
Sanford C. Bernstein  June 1997 - November 2000

Skills
Equities, Fixed Income

Education
Brooklyn College   1992 — 1996
Bachelor of Science (B.S.), Mathematics

Gena Albertelli Zak Gena Albertelli Zak Maitland, Florida Details
Gena Albertelli Zak's Citi - Global Wealth Management Experience February 2010 - August 2010
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab  June 2011 - April 2013
BNY Mellon  September 2010 - June 2011
Citi Global Wealth Management  February 2010 - August 2010
Citi  August 2006 - March 2010
UBS Wealth Management  June 2005 - August 2006

Skills
Microsoft Excel, Training Delivery, Employee Training, Anti Money Laundering, Legal Compliance, Financial Risk, AML, Mutual Funds, Options, Onboarding, Bank Secrecy Act, OFAC, USA PATRIOT Act, Financial Regulation, Risk Management, FINRA, Series 7, KYC

Education
University of Florida   2001 — 2005
Bachelor's degree, Economics