Citi - Global Wealth Management
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Citi - Global Wealth Management Employees
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
Smith Barney OwnerCitibankCommunications Managerciti-group1988 - Present
Citi 1987 - Present
Citi Global Wealth Management 1986 - Present
Education
Brooklyn Law School 1980 — 1984
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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