Citi Personal Wealth Management
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Citi Personal Wealth Management Employees
Pinnacle Capital Mortgage Corp December 2014 - Present
Citi Personal Wealth Management December 2013 - September 2014
Merrill Lynch April 2012 - December 2013
Saint Marys College April 2009 - September 2012
Complete Business Services April 2010 - August 2011
Western International Securities February 2009 - October 2009
Skills
Investments, Financial Analysis, Series 7, Asset Managment, Investment Strategies, Wealth Management, Strategic Financial..., Mutual Funds, Portfolio Management, Retirement Planning, Financial Modeling, Alternative Investments, Series 66, Financial Planning
Education
Saint Mary's College of California 2009 — 2011
M.B.A., Business
San Diego State University-California State University 2002 — 2007
BA, Economics
Citi Personal Wealth Management March 1997 - Present
Wells Fargo Advisors June 1995 - March 1997
Household Finance Corporation July 1991 - May 1994
Skills
Certified Financial..., Financial Planning..., Certified Fund..., Magician, Portfolio Management, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Series 63, Investments, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Alternative Investments, Asset Management, Banking, Bonds, Credit, Disability Insurance, Equities, Estate Planning, FINRA, Finance, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Life Insurance, Loans, Mortgage Lending, Relationship Management, Retirement, Uniform Combined State..., Financial Planning
Education
Cal Poly Pomona
Bachelor's degree, Business Administration and Management, General
Cerritos College
Associate's degree, Business Administration and Management, General
JP Morgan Chase Bank, N.A. September 2012 - Present
Citi Personal Wealth Management April 2006 - March 2012
Citibank February 2002 - April 2006
Citibank September 1999 - January 2002
Education
Temple University - Fox School of Business and Management 2011 — 2012
Executive MBA, Business Administration and Management, General
New York University
B.A., Economics
Financial Consulting Services May 2015 - Present
Morgan Stanley March 2014 - Present
BMO Harris Bank June 2012 - October 2013
First Midwest Financial Network January 2010 - June 2012
Citi Personal Wealth Management November 2002 - January 2010
Skills
Investments, Risk Management, Needs Analysis, Strategic Financial..., Life & Health Insurance..., Consultative Sales, Series 7, 63 & 65..., Managed Account..., Portfolio Design, Cross-Selling of..., Educational..., Regulatory Compliance
Education
Joliet Junior College
Liberal Arts and Investments/Securities coursework
Citi Personal Wealth Management February 2007 - Present
Banamex USA July 2006 - February 2007
Banamex USA April 2005 - July 2006
Skills
Series 7 and 66 Licensed, Life and Health Licensed, Bilingual-Spanish, Series 7, Investments, Securities, Series 63, Mutual Funds, Equities, Banking, Wealth Management, Portfolio Management, FINRA, Trading, Bloomberg, Finance, Fixed Income, Bonds, Credit, Asset Managment, Capital Markets, Investment Advisory, Asset Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Bachelor of Science in Management
Hollywood High School Performing Art Magnet 1999 — 2003
High School Graduate
Pierce College
Completed General Courses, Business
UBS June 2013 - Present
UBS December 2011 - June 2013
Citi Personal Wealth Management February 2010 - June 2011
Oppenheimer & Co. Inc. August 2009 - February 2010
Skills
Wealth Management, Portfolio Management, Series 7, Strategy, Asset Allocation, Series 63, Asset Management
Education
The Ohio State University Fisher College of Business 2002 — 2006
BSBA, Finance, General
Citi Personal Wealth Management April 2012 - Present
Chase September 2009 - April 2012
Merrill Lynch 1999 - 2008
Morgan Stanley 1998 - 1999
Schieffelin and Sommerset Co. 1995 - 1998
Skills
CRM, Investments, Strategy, Portfolio Management, FINRA, Series 63, Finance, Series 65
Education
JFK
JFK
JFK
University of California, Davis
BA, Economics
Citi Personal Wealth Management September 2013 - Present
Mauldin Wealth Management December 2012 - September 2013
JP Morgan Securities LLC December 2009 - December 2012
Ameriprise Financial October 2007 - December 2009
First Stop Financial November 2006 - September 2007
Option One Mortgage 2004 - 2006
H&R Block Mortgage 2002 - 2004
First Stop Financial 1999 - 2002
Skills
Retirement Planning, Estate Planning, Investments
Education
University of California, Irvine
CFP, Financial Planning and Services
University of Phoenix 2009 — 2011
Bachelors, Business/Finance
College for Financial Planning 2008 — 2009
CRPC, Retirement planning
Moorpark College 2000 — 2003
Wells Fargo Advisors, LLC. January 2010 - Present
Citi Personal Wealth Management January 1997 - January 2010
Nations Securities May 1995 - January 1997
Barnett Securities January 1993 - June 1995
Barnett Bank 1986 - 1993
Skills
Investments, Retirement Planning, Financial Advisory, Financial Services, Finance, Mutual Funds, Global Business..., Securities, Retirement, IRAs, Asset Allocation, Alternative Investments, 401k, Variable Annuities, Fixed Annuities, Financial Planning, 25 Years of experience...
Education
Nova Southeastern University 2001 — 2003
Bachelor of Science (BS), Business Professional Management
Miami Dade College 1985 — 1988
Associate's Degree
Fairwater Wealth Management April 2013 - Present
Citi Personal Wealth Management July 2011 - April 2013
The Breier Group October 2009 - July 2011
Thrivent Financial for Lutherans January 2008 - October 2009
CompleWare Corporation January 2007 - January 2008
Skills
Equities, Financial Analysis, Estate Planning, Municipal Bonds, Wealth Management, Finance, Strategic Planning, Asset Allocation, Financial Advisory
Education
University of Iowa 2004 — 2007
Illinois Wesleyan University 2000 — 2004
BA, 2004
Citi Personal Wealth Management January 2014 - Present
Citi May 2010 - January 2014
International Finance Bank (IFB) February 2009 - March 2010
ManpowerGroup April 2008 - February 2009
BankAtlantic February 2005 - April 2008
Skills
Coaching, Team Building, Customer Satisfaction, Cross-functional Team..., Operations Management, Staff Development, Retail Banking, Sales, Banking, Branch Management, Consumer Lending, Credit, Customer Service, Small Business Lending, Training, Commercial Banking, Commercial Lending, Credit Analysis, Investments
Education
Florida International University 2004 — 2011
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Cisco Systems Inc. May 2015 - August 2015
Citi Private Bank January 2011 - May 2014
Citigroup August 2010 - December 2010
Citigroup July 2008 - July 2010
Citi Personal Wealth Management July 2008 - October 2009
Morgan Stanley Smith Barney July 2009 - August 2009
Rutgers University - WINLAB August 2006 - June 2008
Rutgers University October 2007 - April 2008
Barclays Capital June 2007 - August 2007
Tata Consultancy Services July 2004 - August 2006
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
MS, Computer Engineering
National Institute of Technology Rourkela 2000 — 2004
B.Tech (with Hons), Electronics and Instrumentation Engineering
Citi Personal Wealth Management 1994 - Present
Citibank Mortgage 1991 - 1994
Citibank 1987 - 1989
Citicorp Card Services 1985 - 1987
Skills
25 years experience in..., Mortgage Lending, Hablo Español, Wealth Management, Investments, Retirement Planning, Mutual Funds, Global Business...
Education
Interamerican University of Puerto Rico 1985 — 1989
MBA, Business, Management, Marketing, and Related Support Services
Loyola University New Orleans 1979 — 1983
Bachelor of Arts (B.A.), Communication and Media Studies
Advizr April 2013 - Present
Citi Personal Wealth Management February 2006 - March 2013
American Express Financial Advisors February 2001 - February 2006
Skills
Wealth Management, Alternative Investments, Portfolio Management, Series 7, Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Equities, Securities, Fixed Income, Wealth Management..., Series 63, Hedge Funds
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Management
Rutgers University-New Brunswick 1995 — 1998
BS, Finance
Citi Personal Wealth Management April 2004 - Present
TIAA-CREF October 1997 - March 2004
Skills
Financial Advisory, Strategic Financial..., Series 7, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Fixed Annuities, Investment Advisory, Retirement, Investments, Alternative Investments, Investment Strategies, Securities, Estate Planning, 401k, Finance, Financial Services, Financial Planners, Portfolio Management, High Net Worth..., Financial Planning
Education
Ossining High School
The American College
The University of Akron
University of Akron
University of Hartford
University of Hartford
Potomac Wealth Management Inc. November 2009 - Present
Citi Personal Wealth Management September 2002 - November 2009
Skills
Investments, Retirement Planning, Wealth Management, Financial Services, Portfolio Management, Securities, Financial Planning, Retirement, Estate Planning, Financial Advisory, Strategic Financial..., FINRA, Asset Management, Series 7, Investment Strategies, Risk Management, Strategies, Asset Managment, Financial Risk, Wealth Preservation, Internationalization of..., Retirement Income..., Fee Based Advisory, Tax Sensitive Investing..., Wealth Management..., Credit, Mortgage Lending, Loans, Banking
Education
The College of William and Mary 1980 — 1981
MA, Education
Norwich University 1975 — 1979
BS, Physical Education and Math
Citi Personal Wealth Management June 2015 - Present
PNC Investments April 2013 - June 2015
Wells Fargo Advisors, LLC July 2011 - April 2013
JPMorgan Chase January 2008 - July 2011
Edward Jones September 2007 - January 2008
Education
State University of New York at Albany 1987 — 1990
BA, Psychology
Citi Personal Wealth Management August 2012 - Present
Solus Alternative Asset Management LP June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Accounting, Microsoft Excel, Microsoft Office, Social Media, Public Speaking, Financial Analysis, Research, Data Analysis, Access, Teamwork, Series 7, Series 66, Team Building, Time Management, Leadership, Market Research, Investments, Equities, Hedge Funds, Capital Markets, Uniform Combined State..., Life Insurance, Health Insurance, Alternative Investments, Series 63, Mutual Funds
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science (B.S.), Finance/ITM
Smithtown High School East 2004 — 2008
Advanced Regents Diploma
Citi Personal Wealth Management April 2012 - Present
Citi Personal Wealth Management September 2007 - March 2012
T Rowe Price August 2005 - September 2007
Skills
Series 7, Series 63, Certified Financial..., Naviplan, Portfolio Management, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Estate Planning, Investment Strategies, Retirement, Securities, Wealth, Financial Advisory, Retirement Planning, Financial Planning, Financial Planners
Education
College for Financial Planning 2009 — 2011
Master of Science (MS), Financial Planning and Services
University of Central Florida 2003 — 2005
Bachelors, Finance
Citi Personal Wealth Management May 2012 - Present
BISA 2006 - Present
PNC Investments October 2010 - May 2012
Fulton Financial Advisors November 2008 - November 2010
Wachovia Securities, LLC March 2000 - November 2008
Citigroup 1995 - 2000
Citigroup 1995 - 2000
Education
University of Kentucky 1981 — 1984
BA, Marketing - Finance
OnDemand CMO November 2013 - Present
New York University January 2014 - Present
Lenox Advisors October 2012 - October 2013
Citi Personal Wealth Management January 2010 - October 2012
Smith Barney April 2006 - September 2009
Morgan Stanley May 2001 - February 2004
Optimedia April 1998 - May 2001
McCann Erickson 1995 - April 1998
Jaguar Cars Inc July 1988 - July 1994
Skills
Marketing Strategy, Integrated..., Competitive Analysis, Marketing Communications, Product Marketing, Marketing, Retail Brokerage, Financial Services, Lead Generation, Management, CRPC, Business Development, Sales Operations, Advertising, Marketing Research, Integrated Marketing, Wealth Management, Leadership, Strategy, Public Relations, Retirement, Digital Marketing, CRM, Customer Retention, Online Marketing, Brand Development, Investments, Media Planning, Direct Marketing, Analytics, Digital Media, Customer Experience, Brand Management, Strategic Partnerships, Customer Acquisition, CMOS, Alternative Investments, Interactive Marketing, Analysis, Cross Selling, Relationship Management, Segmentation, Budgets, Strategic Planning, Online Advertising, Digital Strategy, Project Management, Internal Communications, Consulting, Series 7, 24, 63...
Education
Fordham University
Bachelor of Arts
Ohio State University
Masters of Art, Sports Marketing
W. C. Mepham
Citi Personal Wealth Management March 1997 - Present
Citi Personal Wealth Management February 1997 - Present
Roger Engemann & Associate 2000 - 2004
Fidelity Investments 1996 - 1998
Skills
Pensions, Wealth, Small Business, Financial Advisory, Personal Finance, Retirement Planning, Investments, Strategic Financial..., Risk Management, Financial Services, Mutual Funds, Investment Advisory, Series 7, Securities, Asset Management, Retirement, Series 63, Finance, Portfolio Management, Equities, Uniform Combined State..., High Net Worth..., Fixed Income, Investment Management, Banking, Private Banking, Loans, Series 6, Bonds, ETFs, Hedge Funds, Series 24, Investment Strategies, Mortgage Lending, Credit, FINRA, Relationship Management, Asset Allocation
Education
Colorado State University 1976 — 1980
Bachelor of Sciences, Behavioral sciences
Wells Fargo Advisors, LLC April 2013 - Present
Citi Personal Wealth Management September 2001 - April 2013
Skills
Retirement Planning, Retirement, Financial Advisory, Investment Strategies, Fixed Income, IRAs, 401k Rollovers, Long Term Care Insurance, Life Insurance, Fixed Annuities, Variable Annuities, Cash Management, Pensions, Corporate Retirement..., Beneficiary Planning, Budget Setting, Estate Planning, Wealth Accumulation, Wealth Transfer, Retirement Income..., Qualified Retirement...
Education
University of Maryland College Park 1979 — 1982
Bachelor of Science (B.S.), Advertising
Citi Personal Wealth Management February 2014 - Present
Citibank, NA May 2012 - February 2014
HSBC Securities April 2007 - April 2012
Prudential Financial January 1989 - April 2007
Skills
Mutual Funds, Managed Accounts, Insurance Planning, Investments, Estate Planning, Business Development, Wealth Management, Qualified Retirement..., Retirement Planning, Project Management, Engineering Change..., Wealth, Credit, Wealth Management..., Mortgage Lending, Recruiting, Relationship Management, High Net Worth..., Commercial Banking, Financial Planners, Alternative Investments, Leadership, Strategic Financial..., Series 7, Insurance, Managing Accounts, Financial Advisory, Management, Banking, Financial Services, FINRA, Securities, Retirement, Investment Advisory, Asset Allocation, Series 65, Investment Strategies, IRAs, Finance, Bonds, 401k, Series 24, CRM, Private Banking, Asset Management, Loans, Equities, ETFs, Variable Annuities, Portfolio Management
Education
Brooklyn College 1985 — 1989
Bachelor of Science (BS), Busienss, Management and Finance
Merrill Lynch March 2014 - Present
EXPERIS FINANCE & ACCOUNTING SERVICES August 2013 - March 2014
HOMETOWN HEROES, ROCKVILLE CENTRE June 2012 - August 2013
Citi Personal Wealth Management 2009 - 2011
Citigroup Personal Wealth Management 2009 - 2011
Citigroup 2004 - 2011
DLJ/CSFB 1996 - 2004
Skills
Series 63, Series 7, Alternative Investments, Fixed Income, Equities, Series 24, Series 9, Series 10, Internal Audit, Internal Controls, Investments, Capital Markets, Wealth Management, Financial Services, Hedge Funds, Securities, Asset Management, Mutual Funds, Financial Risk, AML, Private Banking, Asset Allocation, Structured Products, Risk Management, Operational Risk, Wealth Management..., Credit, FINRA, Investment Banking, Portfolio Management
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1986
Bachelor of Science (B.S.), Finance
Citi Personal Wealth Management May 2013 - Present
BancWest Investment Services December 2010 - February 2013
UnionBanc Investment Services October 1996 - April 2010
Atlas Securities July 1992 - October 1996
World Savings July 1990 - July 1992
Skills
Series 24, Wealth Management, Series 7, Retirement Planning, Series 63, Banking, Sales Management, Portfolio Management, Mutual Funds, Investments, Financial Services, Asset Management, Financial Advisory, Finance, Risk Management, Sales Management..., Asset Allocation, Commercial Banking, FINRA, Private Banking
Education
California State University - San Bernardino 1988 — 1990
Business Administration
Southern Oregon University 1989 — 1989
International Marketing
Citi Personal Wealth Management June 2013 - Present
Bank of America/Merrill Edge February 2012 - December 2012
CITI PERSONAL WEALTH MANAGEMENT June 2010 - December 2011
WASHINGTON MUTUAL FINANCIAL SERVICES December 2005 - June 2009
WM FINANCIAL SERVICES December 2005 - May 2009
Atlas 2004 - 2008
Atlas Securities 2004 - 2008
ATLAS SECURITIES, INC./WORLD SAVINGS October 2004 - May 2005
ATLAS SECURITIES, INC./WORLD SAVINGS October 2004 - May 2005
WM FINANCIAL SERVICES Pacific Palisades January 2001 - January 2003
Skills
Investments, Mutual Funds, Securities, Portfolio Management, Series 7, Investment Advisory, Series 63, Fixed Annuities, Retirement Planning, Wealth Management, Retirement, Financial Advisory, Management, Equities, Strategic Financial..., Finance, Asset Management, Uniform Combined State..., Asset Allocation, 401k, Sales, FINRA, Financial Services, Series 6, Series 65, Series 24, Alternative Investments, Fixed Income, IRAs, Bonds, Investment Strategies, Financial Planning
Education
University High School 1968 — 1971
Santa Monica College
Santa Monica College
General Education
JPMorgan Chase Bank N.A. April 2013 - Present
Citi Personal Wealth Management October 2010 - December 2011
Banc of America Investments / Merrill Lynch June 2008 - March 2010
John Hancock May 2005 - June 2008
Morgan Stanley September 2003 - November 2004
Education
University of California, Irvine 2012 — 2012
CFP Accelerated Program, Personal Financial Planning
Arab Academy for Science, Technology and Maritime Transport
B.Eng, Computer Engineering
Fringe Benefit Group July 2012 - Present
Citi Personal Wealth Management March 2011 - July 2012
The Standard March 2004 - February 2010
Charles Schwab July 1991 - February 2004
GET Travel Corporation August 1988 - July 1991
Charles Schwab September 1983 - August 1988
Skills
Strategic Partnerships, Strategy, CRM, Leadership, Mutual Funds, Retirement Planning, New Business Development, Retirement, Management, Strategic Planning, Sales, Marketing Strategy, Relationship Management, Mergers & Acquisitions, Team Building, Contract Negotiation, Financial Advisory, Project Management, Human Resources, 401k, Distribution Strategies, Investments, Business Development, Marketing, Series 63, Cross Selling
Education
James Madison University 1979 — 1983
B.A., Political Science, Psychology
Citi Personal Wealth Management February 2001 - Present
Citi 2001 - Present
4My401k.com September 2000 - February 2001
AIG Royal Alliance August 1993 - September 2000
American Express Financial Advisors 1990 - 1993
Skills
Portfolio Management, Financial Planners, Financial Goals, Series 7, Financial Advisory, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Asset Allocation, Investment Advisory, Series 63, Banking, Mutual Funds, 401k, Asset Managment, Wealth, Asset Management, Securities, Wealth Management..., Retirement, Financial Services, Loans, Estate Planning, Equities, High Net Worth..., Certified Financial..., Fixed Annuities, Life Insurance, FINRA, Finance, Investment Management, Investment Strategies
Education
San Diego State University-California State University 1983 — 1987
bs, Management
Palm Springs High School 1979 — 1981
BNY Mellon September 2014 - Present
56 Pine Street Condominium May 2006 - Present
J.M. Davis Consulting June 2014 - September 2014
UBS June 2013 - April 2014
Citi Personal Wealth Management June 2011 - June 2013
OppenheimerFunds May 2010 - June 2011
OppenheimerFunds February 2000 - May 2010
ABN AMRO Bank N.V. April 1998 - February 2000
South Carolina Federal Credit Union June 1996 - April 1998
Wells Fargo September 1993 - June 1996
Skills
Strategic Marketing, Strategy, Integrated Marketing, Digital Marketing, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Public Speaking, Product Management, Retirement, Retirement Planning, Defined Benefit, Defined Contribution, Public Relations, Online Advertising, Institutional..., DCIO, Financial Services, Web Analytics, IRAs, Business Management, Cross-functional Team..., Financial Advisory, Pensions, Management, Marketing, Leadership, Equities, CRM, Marketing Strategy, Social Media Marketing, Brand Development, FINRA Series 24, FINRA Series 7, FINRA Series 63, Series 63
Education
St. Olaf College 1986 — 1990
BA Economics, Business Management, Liberal Arts
JPMorgan Chase Bank NA April 2014 - Present
HSBC September 2012 - April 2014
HSBC 2013 - 2014
HSBC 2013 - 2014
HSBC 2013 - 2014
Citi Personal Wealth Management February 2010 - April 2012
Citi Smith Barney July 2008 - February 2010
Smith Barney 2000 - 2008
Merrill Lynch 1993 - 2000
National City Bank, Bank One, State National Bank 1984 - 1993
Education
Northern Kentucky University—Salmon P. Chase College of Law 1981 — 1984
jd, law
Eastern Kentucky University 1975 — 1979
BA, Geography
J.P. Morgan June 2014 - August 2014
Bank of China Insurance Company July 2011 - July 2013
Bank of China Insurance Company July 2010 - July 2011
Citi Personal Wealth Management September 2009 - December 2009
Skills
Research, Matlab, Statistics, Teamwork, C++, SAS, Access, Customer Service, English, Microsoft Office, Public Speaking, Management
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Science (MS), Computational Finance (MSCF)
Nankai University 2006 — 2010
Bachelor of Economics, Financial Engineering
Citi Personal Wealth Management January 2013 - Present
FINRA March 2012 - Present
Morgan Stanley Smith Barney December 2001 - December 2012
Citigroup Smith Barney June 2000 - December 2001
Global Stock Plan Services June 1999 - June 2000
Waterhouse Securities Corp, Inc June 1991 - March 1997
Smith Barney Harris Upham, Inc January 1986 - March 1989
U.S. Naval Service – USS Boulder LST January 1981 - January 1985
Skills
Credit Risk, Credit Analysis, Model Portfolios, Brokerage, Microsoft Office, Corporate Equity Stock..., Securities Regulation, Margin, Employee Stock Options, Index Options
Education
San Antonio College 2000 — 2006
Undergraduate Certificates, Finance and Financial Management Services, 3.533
Citi Personal Wealth Management July 1999 - Present
Morgan Stanley Dean Witter March 1996 - 1998
Skills
Investments, Credit, Series 63, Banking, Wealth Management, Portfolio Management, Investment Strategies, Series 7, Fixed Income, Equities, Retirement Planning, Hedge Funds, Risk Management, Investment Advisory, Asset Allocation, Alternative Investments, Mutual Funds, Financial Advisory, Leadership, Financial Services, Management
Education
California State University-Long Beach - College of Business Administration 1991 — 1995
Bachelor of Science, Business Administration:Finance
Torrance High School 1983 — 1987
TIAA-CREF September 2013 - Present
Morgan Stanley Smith Barney October 2010 - September 2013
Citi Personal Wealth Management November 2007 - October 2010
Citicorp Investment Services February 2005 - November 2007
American Legal Corporation June 2004 - February 2005
American Residential Funding November 2002 - April 2004
Nordstrom fsb March 2000 - June 2003
Fitness USA 1995 - 1995
Education
California State University-Long Beach 1999 — 2001
BA, Communications
Cal State Hayward 1995 — 1998
Communication
Citi Personal Wealth Management January 2002 - Present
Skills
Alternative Investments, Asset Management, Banking, Bonds, Capital Markets, Equities, Hedge Funds, Portfolio Management, Private Equity, Wealth Management, Asset Allocation, Asset Managment, Bloomberg, Derivatives, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Middle Office, Mutual Funds, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management...
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
Finance, Investments
Merrill Lynch May 2015 - Present
Bank of America April 2010 - Present
Citi Personal Wealth Management October 2006 - April 2010
Citi Smith barney May 2008 - August 2009
HSBC January 2000 - June 2006
Republic National Bank of New York 1988 - 2000
Republic National Bank 1988 - 2000
Skills
Wealth Management, Loans, Banking, Investments, Credit, Portfolio Management, Commercial Banking, Series 7, Series 63, Mortgage Lending, Credit Analysis, Retail Banking
Education
Hofstra University 1984 — 1988
ba, Banking and Finance
Great Neck North High School
USAA Wealth Management July 2014 - Present
Citi Personal Wealth Management December 2011 - July 2014
Seidman Private Advisors LLC October 2009 - January 2012
UBS August 2006 - April 2009
Morgan Stanley March 2004 - May 2006
HSBC January 2002 - October 2003
WestLB October 1991 - June 2001
The Chase Manhattan Bank July 1974 - April 1983
Education
Columbia University - Columbia Business School 1978 — 1979
MS
Manhattanville College
BA
Citi Personal Wealth Management October 2010 - December 2011
Edelman Financial Services January 2008 - January 2009
Fairfield Capital Advisory Group, LLC 2002 - 2008
SunAmerica 1996 - 2002
Eden Financial 1995 - 1996
McGuinness Companies 1992 - 1995
Motivational Marketing Concepts 1990 - 1992
Public Storage 1981 - 1990
Skills
Series 7, Mutual Funds, Annuities, Alternative Investments, Real Estate Investment, Retirement Planning, Retirement, Financial Planning, Estate Planning, Investments, Asset Management, Series 63
Education
Illinois State University
BS, Business Administration
Citi Personal Wealth Management September 2015 - Present
Citibank - Citi Personal Wealth Management August 2014 - September 2015
Bank of America Merrill Lynch April 2011 - August 2014
Hudson Financial Group September 2009 - April 2011
JPMorgan August 2007 - September 2009
A.G. Edwards March 2005 - August 2007
Global Markets Trading Institute January 2003 - March 2005
Pristine.com April 2001 - January 2003
PepsiCo Inc. September 1985 - March 2001
Arthur Andersen/Andersen Consulting June 1982 - August 1985
Skills
Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Investment Advisory, Wealth Management, Portfolio Management, Banking, Investments, Financial Services, Finance, Management, Financial Analysis, Strategic Planning, Asset Management, Trading, Securities, Equities
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Marketing Management
Trinity College-Hartford 1978 — 1982
Bachelor's Degree, Computer Science & Economics
Sleepy Hollow HS 1974 — 1978
Citi Personal Wealth Management November 2010 - Present
Citi February 2010 - December 2010
Northstar Systems International 2006 - August 2010
Christine Shostack, Inc. 2005 - 2006
SunGard Information Technology & Services 2001 - 2003
JPMorgan Chase 1996 - 2001
Chemical Bank 1992 - 1996
Manufacturers Hanover Trust 1984 - 1996
Merrill Lynch 1983 - 1984
Digital Effects/Digital Visions 1980 - 1983
Education
Syracuse University
MLS, Information Studies
University of Rochester
BA, Sociology
OTG Management March 2012 - Present
OTG Management November 2014 - Present
Update Legal November 2012 - Present
OTG Management March 2013 - October 2014
OTG Management July 2012 - February 2013
Citi Personal Wealth Management 2009 - 2010
Recruit Express at AllianceBernstein 2008 - 2009
Citigroup Markets and Banking 2006 - 2008
Skills
Customer Relations, Customer Satisfaction, Operations Management, Business Process..., Events Coordination, Organizational..., Public Relations, New Hire Orientations, Cross-functional Team..., Staff Supervision, Staff Management, Training, Account Management, Data Entry, Finance, Trade Compliance, Legal Translation, Regulatory Compliance, Human Resources, Recruiting, Financial Reporting, Troubleshooting, Microsoft Office, ADP Payroll, PeopleSoft, HRIS, Bloomberg Terminal, Time Management, Hospitality, Customer Service, Management, Restaurants, Hospitality Management, Hospitality Industry, Hotels, Catering, Hiring
Education
CUNY Baruch College, Zicklin School of Business 2003 — 2006
Bachelor of Business Administration (B.B.A.), Industrial and Organizational Psychology
City University of New York 2002 — 2006
Bachelor's degree, Industrial and Organizational Psychology
Citi Personal Wealth Management April 2001 - Present
The Barnabas Group - Los Angeles Chapter January 2014 - Present
Treasures January 2014 - Present
Moscato Software LLC 2011 - Present
Kathleen McDonnell Maurer Foundation January 2012 - Present
Access Executive Network 2009 - 2012
Salomon Smith Barney 1999 - 2000
Skills
Portfolio Management, Investments, Wealth Management, Mutual Funds, Financial Advisory, Series 7, Asset Managment, Alternative Investments, Investment Management, Relationship Management, Asset Management, Equities, Fixed Income, Investment Strategies, Marketing, Retirement, Retirement Planning, Wealth, Estate Planning, Entrepreneurship, ETFs, Finance
Education
University of California, Los Angeles 1993 — 1998
BA, Geography/Environmental Studies
Citi Personal Wealth Management March 2000 - Present
Skills
FINRA, Investment Advisory, Risk Management, Wealth Management, AML, KYC, Investments, Financial Analysis, Series 63, Financial Services, Series 7, Securities, Equities, Fixed Income, Asset Management, Banking, Mutual Funds, Capital Markets, Portfolio Management, Anti Money Laundering, Financial Advisory
Education
Northern Illinois University 1990 — 1992
Bachelor of Arts (B.A.)
USAA April 2012 - Present
USAA 2012 - 2013
Citi Personal Wealth Management July 2005 - April 2012
Citicorp Investment Services October 1998 - June 2005
Citicorp Investment Services September 1994 - September 1998
Education
American University 1987 — 1991
B.A., Economic Theory and International Relations
Citi Personal Wealth Management April 2014 - Present
Popular Community Bank October 2008 - April 2014
Bank June 2000 - October 2008
Skills
Series 7, Investments, Portfolio Management, Series 63, Wealth Management, Strategic Financial..., Financial Analysis, Mutual Funds, Retirement Planning, Banking, Securities, Asset Management, Financial Services, Financial Advisory, Alternative Investments, Financial Planning
Education
UC Riverside 1996 — 1999
BA, Economics
Warren High School 1989 — 1993
Diploma, General
Citi, Personal Wealth Management June 2012 - Present
American Portfolios March 2009 - June 2012
U.S. Trust July 2004 - December 2008
U.S. Trust January 2001 - July 2004
U.S. Trust May 2000 - January 2001
U.S. Trust June 1998 - May 2000
Skills
Management, Banking, Risk Management, Leadership, Project Management, Financial Analysis, Strategic Planning, Portfolio Management, Customer Service, Business Analysis
Education
Johnson & Wales University 1994 — 1995
Culinary Arts
University of South Carolina-Columbia 1989 — 1993
Liberal Arts and Sciences/Liberal Studies
Citi Personal Wealth Management November 1998 - Present
Citi Personal Wealth Management November 1998 - Present
Chase Investment Services June 1993 - October 1998
Chase Manhattan Investment Services January 1993 - January 1998
Skills
Series 7, Financial Advisory, Investment Strategies, Estate Planning, Retirement
Education
Long Island University, Brooklyn Campus 2003 — 2006
MBA, Finance
2003-2005MBA Long Island University 2003 — 2005
Bachelor of Science, Finance; Business Administration & Finance
Griffin Capital Securities, Inc. May 2011 - Present
Priority Capital Group November 2009 - February 2011
Citi Personal Wealth Management October 2007 - November 2009
Wells Fargo April 2003 - October 2007
Nexcore Capital October 2002 - March 2003
IFMG/California Bank & Trust May 2001 - October 2002
Cal Fed February 1998 - May 2001
Skills
Series 63, Asset Allocation, Investments, Series 7, Alternative Investments, Mutual Funds
Education
University of California, San Diego
Bachelor of Science
Citi Personal Wealth Management June 2009 - Present
Davenport & Associates, Inc May 2003 - May 2009
Oldham Resource Group January 1998 - May 2003
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Asset Allocation, Alternative Investments, Retirement Planning, Asset Managment, Hedge Funds, Strategic Financial..., Securities, Estate Planning, Investment Banking, Cash Management, 401k, Banking, Finance, Asset Management, Investment Management, Retirement, Financial Planning
Education
Lehigh University - College of Business and Economics 1984 — 1988
B.S., Economics
JP Morgan Securities LLC July 2015 - Present
Citi Private Bank May 2013 - June 2015
Citi Private Bank July 2011 - May 2013
Citi Personal Wealth Management November 2008 - July 2011
Citi Personal Wealth Management (Formerly Citi Smith Barney) March 2007 - November 2008
Citibank North America July 2006 - March 2007
Skills
Investments, Portfolio Management, Banking, Finance, Fixed Income, Alternative Investments, Relationship Management, Investment Management, Financial Analysis, Financial Advisory, Trading, Financial Modeling, Series 7, Financial Services, Wealth Management, Mutual Funds
Education
Baruch College 2011 — 2014
Master of Business Administration (M.B.A.), Finance
Hofstra University 2002 — 2006
Bachelor of Business Administration, Finance
TIAA-CREF April 2015 - Present
Bank of America Merrill Edge January 2012 - Present
Citi Personal Wealth Management May 2011 - December 2011
Citi Smith Barney November 2008 - May 2011
Oppenheimer & Co. Inc August 2001 - November 2008
Morgan Stanley Dean Witter September 2000 - December 2000
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Finance, Asset Allocation, Strategy, Financial Services, Series 7, Financial Advisory, Capital Markets, Management, Financial Planning, Financial Risk, Mutual Funds, Banking, Asset Management, Relationship Management, Equities, Fixed Income, Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
B.A, Economics Minor: Philosophy Concentrations: Accounting, Finance, International Economics
Coldwell Banker Residential Brokerage July 2015 - Present
Citi Personal Wealth Management October 2013 - December 2014
Citi April 2009 - September 2013
Wachovia Bank June 2007 - April 2009
Skills
Banking, Finance, Credit, Portfolio Management, Loans, Mortgage Lending, Management, Sales, Training, Analysis, Relationship Management, Consumer Lending, Business Development, Investments, Series 6, Risk Management, Long-term Customer..., Exceeding Quotas, Account Management, Key Account Management, Insurance, Cross Selling, Financial Services, Wealth Management, Mortgage Banking, Private Banking, Wealth Management..., Credit Analysis, Credit Risk, AML, Investment Banking, Series 63, Microsoft Office
Education
Santa Rosa Junior College 2004 — 2007
Associates, Natural Science
USAA Investment Management Company August 2014 - Present
Citi Personal Wealth Management July 2011 - August 2014
Citi Personal Wealth Management December 2008 - July 2011
Citi Personal Wealth Management December 2006 - December 2008
Alamo Title Company March 2006 - October 2006
Capital One Auto Finance September 2004 - March 2006
Skills
Banking, Series 7, Portfolio Management, Investments, Equities, Financial Services, Mutual Funds, Fixed Income, Wealth Management, Financial Markets, Series 63, Securities, Risk Management
Education
Texas State University-San Marcos 1999 — 2003
Bachelor's of Business Administration, Dual Major, Finance & Economics, General
Wells Fargo July 2014 - Present
Ally Financial Inc. February 2014 - July 2014
Wells Fargo October 2012 - February 2014
Wells Fargo September 2011 - October 2012
Wells Fargo July 2010 - September 2011
Citi Personal Wealth Management May 2009 - August 2009
Skills
Excel, Word, IntelliMatch, SRPL (Subsystem..., IRIS (Oracle GL..., Snapshot, Foreign Exchange, Accounting, Project Delivery, Team Leadership, Analysis, Microsoft Excel, Auditing, Microsoft Word, Account Reconciliation
Education
Alfred University 2006 — 2010
BS, Business Administration and Accounting
Allied Barton Securtiy February 2015 - Present
Morgan Stanley July 2014 - September 2014
Morgan Stanley March 2013 - January 2014
Citi May 2010 - March 2011
Citi Personal Wealth Management October 2005 - July 2009
Wells Fargo Investments November 2001 - September 2005
WM Financial Services September 1995 - October 2001
Franklin Templeton Investments July 1993 - August 1995
Education
Saint Mary's College 1988 — 1992
Bachelor of Science, Business Administration; Financial Services
Serra High School 1980 — 1984
Citi January 2012 - Present
Citi Personal Wealth Management January 2010 - December 2011
Citi Personal Wealth Management December 2007 - December 2009
Citibank, N.A. January 2006 - July 2007
Citibank, N.A. January 2006 - January 2007
Citibank, N.A. June 2004 - December 2005
Citicorp Insurance Agency Co. September 2003 - May 2004
Citibank, N.A. September 2002 - August 2003
Eli Lilly and Company June 2001 - August 2001
Texas First National Bank (Current Name: Golden Bank) February 1998 - April 2000
Skills
Microsoft Office, Series 7, Banking, General Securities..., CRM, Tests, Leadership, Strategy, Investments, Accredited Investment..., Language-Mandarin, Marketing, Insurance, Sales Management, Financial Analysis, Mutual Funds, Program Management, Mortgage Lending, Product Development, Sales, Portfolio Management, Loans, Equities, Series 63, Financial Services, Management Consulting, Business Strategy, Training, Strategic Financial..., Risk Management, Call Centers, Management, Wealth Management, Series 7 – General..., Series 66 – Uniform..., State of California..., Event Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
Master of Business Administration
National Taiwan University 1993 — 1997
BA, English Literature
TIAA-CREF February 2014 - Present
Avondale Investment Management March 2013 - December 2013
Strategic Wealth Planning April 2011 - March 2013
Citi Personal Wealth Management June 2010 - April 2011
Clark Consulting April 2001 - November 2009
P.I.B. Group, Inc., April 2000 - March 2001
Rushmore Investment Advisors November 1998 - March 2000
Smith Barney, Inc. May 1998 - November 1998
Charles Schwab March 1990 - July 1997
Skills
Manage Client..., Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Operations Management, Team Management, Team Leadership, Compensation & Benefits..., Investment Advisory, Asset Management, Risk Management, Strategy, Investment Management, Investments, Defined Benefit, Financial Services, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CIMA® Designation Program
University of North Texas 2005 — 2006
CFP® Board-Registered Program
University of San Francisco 1987 — 1989
BSBA
Loyola University of Chicago 1986 — 1987
Foreign Studies Program
Union Bank April 2015 - Present
Citi Personal Wealth Management September 2013 - April 2015
BancWest Investment Services May 2011 - September 2013
Ameriprise Financial July 2009 - May 2011
Ameriprise Financial October 2004 - May 2011
Ameriprise Financial February 2009 - December 2010
Ameriprise Financial June 2009 - September 2010
El Cariso Golf Course December 2002 - September 2004
401 Industries January 1995 - January 2004
Glendale Federal Bank April 1996 - June 1998
Skills
Retirement Planning, Estate Planning, Sales, Insurance, Financial Planners, Financial Advisory, Disability Insurance, Retirement, Wealth Management, Series 7, Investment Advisory, Mutual Funds, Strategic Financial..., Asset Allocation, Investments, Wealth
Education
California State University-Northridge 1995 — 2003
BS, Business Law, Finance
Kaplan University 2008 — 2009
Certificate in Financial Planning, Financial Planning
Vestor Capital, LLC September 2014 - Present
Goldman Sachs 2013 - 2014
Citi Personal Wealth Management 2010 - 2013
Accretive Health 2010 - 2010
Citi 2009 - 2009
Skills
Wealth Management, Relationship Management, Strong Interpersonal..., Analytical Skills, Problem Solving, Investment Management, Business Strategy, Strategic Planning, Organizational..., Team-oriented, Team Leadership, Operational Streamlining, Customer Service, High Organizational..., Project Management, Microsoft Office, CRM, Series 7
Education
Boston College 2006 — 2010
Bachelor's Degree, Human Resources Management and Organizational Studies, Cum Laude
Universidad Complutense de Madrid
Art, History, and Language
Ameriprise Financial Services, Inc. March 2014 - Present
Citi Personal Wealth Management June 2012 - February 2014
Merrill Lynch January 2007 - June 2012
Morgan Stanley Smith Barney August 1994 - January 2007
The Riese Organization April 1991 - August 1994
Education
State University of New York at Albany 1979 — 1983
Bachelors of Arts, Communications, Marketing Concentration
Pantano, Gupta, & Polyakov, LLC April 2014 - Present
Sauchik Law Group, P.C. 2012 - April 2014
Citi Personal Wealth Management July 2009 - June 2012
Napoli Bern Ripka Shkolnik LLP August 2011 - December 2011
myFi Citi Smith Barney July 2006 - July 2009
Financial Life Services at Citi Smith Barney January 2007 - January 2008
Citi Group 2005 - 2006
LAW OFFICE OF FELIX KOZAK, ESQ September 1999 - May 2003
Skills
Legal Research, Document Drafting, Business Process Design, Legal Analysis, Business Requirements, Business Strategy, Excel, PowerPoint, Access, Word, Securities, Business Analysis, Contract Negotiation, Wealth Management, Capital Markets, Corporate Finance, Investments, Corporate Governance, Litigation Support, Documentation, Database Administration, Westlaw, Product Development, Litigation, Analysis, Program Management, Strategic Planning, Negotiation, Business Planning, Microsoft Excel, Licensing, Risk Management, Microsoft Word, Legal Writing, Finance
Education
New York University 2003 — 2005
Bachelor of Arts, Economics / Computer Science
New York Law School
JD, Law
Citi Personal Wealth Management March 2003 - Present
Citibank March 2003 - October 2009
Skills
Portfolio Management, Investments, Financial Analysis, Credit, Financial Reporting, Banking, New Business Development, Insurance, Budgets, Strategic Financial..., Business Development, Cash Management, Wealth Management, Financial Services, Asset Management, Financial Planning
Education
Stony Brook University 1998 — 2002
B.A., Economics, Business
The Boston Consulting Group July 2014 - Present
Barclays Wealth September 2010 - June 2014
Citi Personal Wealth Management August 2008 - September 2010
Citi August 2007 - August 2008
Skills
Business Analysis, Project Management, UAT coordination, Business Relationship..., Data Analysis, Strategic Planning, Project Planning, Visio, Business Process..., MS Project, PMO, SDLC, Process Improvement, Vendor Management, IT Strategy, Risk Management, Management, Financial Services
Education
New Jersey Institute of Technology 2003 — 2007
Wells Fargo Advisors November 2009 - Present
Citi Personal Wealth Management December 2001 - November 2009
Envestnet Asset Management September 2000 - April 2001
Nuveen Investments September 1998 - June 2000
Skills
Retirement Planning, Investment Planning, Equities, Investments, Asset Allocation, Life Insurance, 401k, Fixed Income, Mutual Funds, Finance, Financial Advisory, Securities, Series 63, Series 7, Financial Services, Portfolio Management, Wealth Management, Financial Analysis, Retirement, Alternative Investments, Investment Strategies
Education
Indiana University Bloomington 1988 — 1992
BA, Sociology
Citi August 2009 - Present
Citi, Personal Wealth Management 2006 - August 2009
TD Ameritrade 2001 - 2006
Datek 1999 - 2001
Education
State University of New York College at Oswego 1992 — 1996
Citi Personal Wealth Management December 2011 - Present
Citi Personal Wealth Management October 2010 - December 2011
Savoy Capital, Inc July 2009 - October 2010
Selz Capital, LLC January 2006 - July 2009
A.G. Edwards March 2004 - January 2006
A.G. Edwards June 2000 - March 2004
Skills
Equities, Fixed Income, ETFs, Mutual Funds, Currency, Derivatives, Trading, Portfolio Management, Investment Strategies, Options, Hedge Funds
Education
North Carolina State University 1996 — 2000
BS, Business Management (concentration in Finance)
Tottenville High School 1992 — 1996
USAA September 2013 - February 2015
Greene Consulting 2014 - 2014
Greene Consulting 2014 - 2014
Citi Personal Wealth Management February 2012 - September 2013
Morgan Stanley Wealth Management June 2007 - May 2009
Skills
Microsoft Office
Education
University of Rochester 2003 — 2007
Bachelors of Arts, Political Science and Economics
Boston University
Citi Personal Wealth Management December 2008 - Present
UBS Financial Services May 2004 - December 2008
Skills
Financial Planning, Equities, Fixed Income, Syndicate, Retirement Planning, Cash Management, Alternative Investments, Mutual Funds, Exchange Traded Funds, Options, Separately Managed..., Unified Managed Accounts, Equity Syndicate, Wealth Management, Fixed Income Syndicate
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
Wells Fargo September 2014 - Present
Citi Personal Wealth Management October 2010 - November 2012
J.P. Morgan Private Wealth Management December 2007 - June 2009
Wachovia Wealth Management December 1999 - December 2007
LifeMark Securities Corp / LifePlans Unlimited April 1995 - December 1999
A.G. Edwards December 1994 - April 1995
Gateway Bank / Mabon Securities December 1989 - December 1994
Skills
Financial Services, Wealth Management, Investment Management, Asset Allocation, Unified Managed Accounts, Equities, Fixed Income, Mutual Funds, Alternative Investments, Insurance, Banking, Relationship Management, Business Development
Education
Sacred Heart University
B.S., Business Management
Fairfield University
Certificate, Financial Planning
Merrill Lynch June 2012 - Present
Pershing April 2011 - June 2012
Citi Personal Wealth Management June 2005 - April 2011
Citi Smith Barney March 2004 - June 2005
Charles Schwab January 2002 - March 2004
VanBuren Securities January 1997 - January 2002
Charles Schwab January 1990 - January 1997
Skills
Associate Certified..., Certified Financial..., Series 24, DISC, Team Performance, Sales Trainings, Wealth Management
Education
University of California, Davis 1985 — 1989
Bachelor of Science, Managerial Economics
Citi Personal Wealth Management May 2009 - Present
Merrill Lynch October 1999 - May 2009
Education
DePaul University 1986 — 1988
Citi Personal Wealth Management February 2006 - Present
Education
Ithaca College 1998 — 2002
Ardsley High School 1995 — 1998
J.P. Morgan Private Bank December 2010 - Present
Citi Personal Wealth Management June 2009 - December 2010
Citi Smith Barney April 2006 - May 2009
Bressler, Amery & Ross, P.C. 2004 - 2006
Skills
Series 7, Series 63, Wealth Management, Financial Regulation, Legal Compliance, Securities, Financial Services, Securities Regulation, Asset Management, Investments
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, International Business, Strategy
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2009 — 2009
American University 1998 — 2002
BA, Justice and Public Administration
Fremont Bank Wealth Management January 2014 - Present
Merrill Edge August 2011 - December 2013
Citi Personal Wealth Management February 2010 - March 2011
New England Financial January 2008 - February 2010
Wells Capital Management February 1995 - August 2007
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds, Asset Allocation, Asset Managment, Securities, Investment Management, Investment Strategies, Bonds, Alternative Investments, Series 7, Financial Services, Wealth Management, Strategic Financial..., Asset Management
Education
Golden Gate Univeristy
MBA, Finance
Golden Gate University
BS, Finance
Citi Personal Wealth Management December 2003 - Present
Merrill Lynch May 1998 - December 2003
Skills
Portfolio Management, Retirement Planning, Financial Planning, Asset Management, Monte Carlo Simulation, Asset Protection, Estate Planning, Irrevocable Life..., Long-term Care, Tax-advantaged..., Municipal Bonds, Fixed Income Strategies, Model Portfolios, Retirement Income..., Qualified Retirement..., Series 7, Bloomberg, Wealth Management, Series 63
Education
University of California, Berkeley 1996 — 1998
Bachelor's Degree, Economics
Citigroup February 2011 - Present
Citi - Personal Wealth Management October 2007 - May 2011
Citi Smith Barney October 2007 - December 2007
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
Citi Personal Wealth Management October 2009 - Present
Morgan Stanley Smith Barney August 2008 - October 2009
Merrill Lynch November 1984 - August 2008
Education
Monmouth University 1988 — 1991
MBA, Managment/Economics
Rowan University 1979 — 1983
Bachelors
Citi Personal Wealth Management July 2003 - Present
Citigroup -Smith Barney July 2003 - 2007
Morgan Stanley 1998 - 2003
Skills
Estate Planning, Financial Planning, Asset Management, Wealth, Retirement Planning, Retirement Income..., Series 7, Wealth Management, Investment Advisory, Asset Allocation, Strategic Financial..., Investment Management, Retirement, Finance, Series 63, Mutual Funds, Alternative Investments, Securities, Equities, Portfolio Management, Investments, Fixed Income
Education
Drexel University 1993 — 1997
BS
The Garvin Group October 2011 - Present
TD Ameritrade December 2009 - January 2012
Citi Personal Wealth Management August 2007 - December 2009
NBC Sports February 2002 - April 2002
Skills
Insurance, Retirement Planning, Investments, Sales, Finance, Asset Management, Series 7, Mutual Funds, Equities, Portfolio Management, Financial Services, Health Insurance, Worksite Benefits, Life Insurance
Education
Gettysburg College 2002 — 2006
B.A., Health & Exercise Science
Citi Personal Wealth Management March 2013 - Present
Citi Personal Wealth Management 2010 - March 2013
Citi 2009 - 2010
Citi Smith Barney 2005 - 2009
Skills
Financial Services, Alternative Investments, Fixed Annuities, Fixed Income, Insurance, Investments, Mutual Funds, Risk Management, Wealth Management, Series 7, Portfolio Management, Management
Education
Berkeley College
Bachelor of Business Administration (BBA), International Business
Total Wealth Management June 2014 - Present
Total Bank 2014 - 2015
Total Bank 2014 - 2015
CITI Personal Wealth Management October 2012 - June 2014
BankUnited Investment Services December 2009 - July 2012
Colonial Brokerage and Wealth Management October 2008 - October 2009
Great Florida Bank 2004 - 2005
Skills
Wealth Management, Series 7, Retirement Planning, Fixed Annuities, Series 63, Asset Allocation, Securities, Mutual Funds, Portfolio Management, Investments, FINRA, Series 65, Financial Services, Finance, Wealth Management..., Asset Management, Life Insurance, Investment Strategies, Retirement, Series 66, Life Underwriter...
Education
Miami Dade College 1974 — 1976
Citi Personal Wealth Management 2008 - Present
WaMu 2005 - 2008
PMB Securities July 2003 - September 2004
Morgan Stanley January 2001 - January 2003
Prudential Securities May 1999 - November 2000
Daiwa Securities January 1998 - December 1998
Merrill Lynch 1992 - 1997
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Options, Portfolio Management, Bonds, Retirement, Structured Products, Hedging, Investment Advisory, Mutual Funds, Asset Allocation, Fixed Income, Finance, Alternative Investments, Financial Services, Hedge Funds, Equities, Securities, Financial Markets, Investment Strategies, Trading, Investments, Uniform Combined State...
Education
California State University-Long Beach 1984 — 1989
BA, Psychology
Citi Personal Wealth Management March 2008 - 2013
GlaxoSmithKline 2007 - 2008
GSK 2006 - 2007
GSK January 2005 - January 2006
GSK 2003 - 2005
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Diabetes, Diabetes Care, Type 2 Diabetes, Cardiovascular Disease, Cardiology, Mutual Funds, Endocrinology, Hospital Sales, Hospital Pharmacy, Investments, Pediatrics, Medicare/Medicaid..., Managed Care, Financial Analysis, Alternative Investments, Relationship Management, Asset Management, Equities, Wealth Management, Investment Strategies, Business Strategy, New Business Development, Business Planning
Education
Fordham University 2008 — 2009
Financial Planning
Quinnipiac University 1995 — 1999
Citi Personal Wealth Management August 2005 - Present
Citi Personal Wealth Mgmt/ Formerly Smith Barney 2005 - Present
SmithBarney 2005 - 2008
Citicorp Investment Services August 2005 - May 2006
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Equities, Investment Advisory, Asset Allocation, Strategic Financial..., Asset Managment, Securities, Fixed Annuities, Alternative Investments, Retirement, Credit, Options, Trading, Capital Markets, Financial Markets, Financial Services
Education
University of California, Riverside 2001 — 2005
Bachelor of Arts (B.A.)
Citi Personal Wealth Management December 2007 - Present
WAMU Investments May 1994 - December 2007
Education
California State University-Northridge
BS, Finance
East West Bank March 2014 - Present
Citibank December 2011 - March 2014
Citi Personal Wealth Management June 2010 - December 2011
Wells Fargo June 2009 - December 2009
E*TRADE Financial September 2007 - April 2009
Banc of America Investment Services, Inc June 2006 - August 2007
Global American Investments, Inc June 2001 - May 2006
Leo Capital Management, Inc September 1998 - May 2001
University of California April 1999 - May 2000
Gallup Polls August 1997 - January 1998
Skills
Portfolio Management, Business Development, Investments, Banking, Marketing, CRM, Financial Services, Marketing Strategy, Sales, Microsoft Excel, Trading, Asset Allocation, Customer Service, PowerPoint, Financial Advisory, Relationship Management, Outlook, Options, Customer Retention, Wealth Management, Microsoft Word, Series 7, Series 63, Finance, Mutual Funds, Microsoft Office, Asset Management, Risk Management, Strategic Financial..., Financial Planning
Education
University of California, Irvine 1996 — 2000
Bachelor, Eonomics
Citi Personal Wealth Management July 1996 - Present
ICG at Citi July 1996 - Present
Skills
Series 7, Portfolio Management, Commercial Lending, Fixed Income, Asset Management
Education
University of Connecticut-Stamford
Citi Personal Wealth Management December 2014 - Present
JP Morgan Chase November 2010 - 2014
Morgan Stanley Smith Barney June 1999 - December 2010
Citi June 1994 - June 1999
Citicorp Investment Services February 1992 - May 1997
American Express Financial Advisors October 1987 - February 1992
Standard & Poor's March 1981 - October 1987
Skills
Series 7, Wealth Management, Investments, Alternative Investments, Series 24, FINRA, Asset Managment, Securities, Fixed Income, Equities, Retirement Planning, Retirement, Fixed Annuities, Financial Services, Estate Planning, Wealth Management..., Investment Advisory, Separately Managed..., Certified Financial..., CLU, 401k, Asset Allocation, Investment Strategies, Life Insurance, Insurance, Financial Planning
Education
Pace University - Lubin School of Business 1984 — 1993
MBA, Finance
Baruch College, City University of New York (CUNY) 1979 — 1981
BBA, Economics
LaGuardia Community College 1976 — 1978
AS, Business Administration
Kykkos Gymnasium
Citi Personal Wealth Management April 2000 - Present
Skills
Series 7, Investments, Retirement Planning, Strategic Financial..., Wealth Management, Securities, Alternative Investments, Banking, Series 63, Portfolio Management, Mutual Funds, Equities, Business Planning
Education
California State University-Northridge 1993 — 1998
BS, Business Finance
Citizens Investment Services April 2013 - Present
Citi Personal Wealth Management January 2012 - March 2013
Citi Personal Wealth Management 2009 - 2012
Citi Smith Barney 2006 - 2009
Citicorp Investment Services 2001 - 2006
Skills
Wealth Management, Sales Management, Strategic Planning, Expense Management, Fixed Income, Series 7, Series 24, series 8, series 4, Mutual Funds, Investments, Credit, Portfolio Management, Banking, Securities, Alternative Investments, Asset Management, Series 63, Asset Allocation, Financial Services, Risk Management, Capital Markets, Strategic Financial..., Commercial Banking, Series 65, Financial Advisory, Equities, Hedge Funds, FINRA, Retail Banking, Wealth Management..., Wealth, Investment Advisory, Investment Strategies, Private Banking, Retirement Planning, Business Development, Financial Planning
Education
Fordham University
Bachelor of Arts (BA), Economics
Citi Personal Wealth Management July 2012 - Present
UBS April 2010 - July 2012
Citi Personal Wealth Management December 2009 - April 2010
Citigroup- NRI Division July 2007 - April 2009
Citicorp Investment Services June 2002 - July 2007
Citicorp Investment Services March 1991 - June 2002
Global America Inc. August 1989 - March 1991
EF Hutton August 1980 - January 1988
Skills
Series 7, Compliance, Risk, Internal Audit, Series 63, FINRA, Mutual Funds, Risk Management, Securities, Series 24, Series 65, Investment Operations, Regulatory Risk, KYC, Wealth Management, Due Diligence, Financial Risk, Strategic Financial..., Asset Managment, Equities, Financial Services, AML, Banking, Regulations, Capital Markets, Auditing, Hedge Funds, Financial Analysis, Relationship Management, Corporate Governance, Operational Risk..., Operational Risk, Executive Management, Financial Markets, Investments, Internal Controls, Asset Management, Trading, Fixed Income, Derivatives, Alternative Investments, Investment Banking, Finance, Credit, Portfolio Management, Financial Advisory, Anti Money Laundering
Education
University at Albany, SUNY 1975 — 1979
BS, Business Administration
Citi Personal Wealth Management March 2004 - Present
Mutual Securities, Inc. Member FINRA, SIPC 1993 - 2003
City National Bank 1991 - 1993
AG Edwards 1990 - 1991
McDonald & Company Investments January 1989 - February 1990
Skills
Series 7, Uniform Combined State..., Annual Reports, Series 24, Financial Institutions
Education
Westwood College-South Bay 2009 — 2011
Bachelors of Science, Graphic Design
Cleveland State University
Psychology
Pierce College
Accounting, Business Management
Citi Personal Wealth Management July 2012 - Present
LPL Financial June 2009 - June 2012
Sun Life Financial December 2006 - June 2009
Allianz April 2005 - August 2006
Guardian Life Insurance February 2001 - April 2005
Transamerica January 1998 - January 2000
Phoenix Investment Partners January 1997 - December 1998
Putnam Investments October 1991 - January 1997
Skills
Retirement, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 6, Finance, Asset Allocation, Variable Annuities, Financial Advisory, Wealth Management, 401k, IRAs, Series 65, Mortgage Lending, Securities, Investment Advisory
Education
Providence College 1987 — 1991
B.S., Business
Scottrade June 2013 - Present
Citi Personal Wealth Management October 2011 - June 2013
JPMorgan Chase November 2007 - October 2011
Citi September 2001 - October 2007
Skills
Series 7, Series 63, Options Strategies, Microsoft Office, Investments, Finance, Banking, Equities, Options, Mutual Funds, Trading, Bonds, Financial Services, Portfolio Management
Education
Texas A&M University
Finance / International Business Management / Political Science
San Antonio College
Business Administration - Finance - International Relations
Citi Personal Wealth Management August 2013 - Present
HSBC Securities January 2010 - August 2013
TIAA-CREF August 2006 - July 2007
Charles Schwab September 1994 - January 2005
Education
College for Financial Planning 2002 — 2006
MS, Financial Planning
San Francisco State University, College of Business 1987 — 1991
BS, Business Administration
Citi Personal Wealth Management February 1998 - Present
Great Western Financial Securites January 1994 - February 1998
Skills
Investments, Wealth Management, Financial Analysis, Series 7, Series 9 & 10, Series 24, Series 66, Series 53, Equities, Mutual Funds, Asset Management, Strategic Financial..., Risk Management, Microsoft Excel
Education
Azusa Pacific University 1991 — 1992
Bachelor of Arts (B.A.), Psychology
JP Morgan Securities, LLC 2014 - Present
Citi Personal Wealth Management 2004 - 2014
Merrill Lynch 2000 - 2004
St. Paul Federal Bank for Savings 1985 - 2000
Education
Northwestern University - Kellogg School of Management
Master of Management, Executive Master's Program
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance
Lewis University
Bachelor of Arts (B.A.), Accounting
Citi Personal Wealth Management 1995 - Present
Washington Federal Savings Bank 1992 - 1995
Central Fidelity Bank 1987 - 1992
Skills
French, Spanish, Farsi
Education
George Mason University
Citi Personal Wealth Management Senior Travel ConsultantPan Continental Tours, Inc.November 1989 - January 2004
Education
Pace University
Citi Personal Wealth Management August 1996 - Present
Skills
Wealth Management, Retirement Planning, Asset Allocation, Series 7, Mutual Funds, Strategic Financial..., Alternative Investments, Investment Advisory, Fixed Income, Investments, Portfolio Management, Investment Strategies, Asset Managment, Series 63, Equities, Estate Planning, Securities, Series 65, Financial Advisory, Investment Management
Education
University of Illinois at Chicago 1991 — 1993
Master of Business Administration
Michigan State University 1987 — 1991
Bachelor of Arts, Finance
Santander Investment Securities Inc/Santander Bank January 2013 - April 2014
Citi Personal Wealth Management/Citi Smith Barney September 2006 - December 2011
Citi Personal Wealth Management October 2006 - November 2011
HSBC January 2005 - March 2006
HSBC Securities November 2004 - February 2006
Clayton Dunning Brokerage Firm June 2004 - October 2004
Special Pace University January 2004 - May 2004
Pace University September 2001 - May 2004
Skills
Series 7, Coaching, Financial Planning, Retirement Planning, PowerPoint, Excel, Series 9, Series 10, Series 63, Series 65, AIF, Investments, Securities, Mutual Funds, Bonds, Insurance, Employee Benefits, Portfolio Management, Word, Strategic Financial..., Wealth Management, Management, Fixed Annuities, Investment Strategies, Investment Advisory, Financial Advisory, Alternative Investments, Asset Allocation, Asset Management, Equities, FINRA, Financial Services, Microsoft Excel, Microsoft Word, Retirement
Education
Pace University 2000 — 2004
Bachelor, Business Administration; Finance
Pace University - Lubin School of Business 2000 — 2004
BBA, Finance
Monsignor Farrell 1996 — 2000
Citi Personal Wealth Management 2003 - Present
Duerr Co. 2002 - 2003
Guaranty Bank 1998 - 2001
Fremont I&L 1999 - 2000
Coastal Federal Bank 1989 - 1998
Education
Orange Coast College
AMG-Wealth Management Recruiting June 2013 - Present
Citi Personal Wealth Management July 2010 - January 2013
Morgan Stanley Smith Barney October 2009 - July 2010
Morgan Stanley Smith Barney June 2008 - October 2009
Morgan Stanley Smith Barney August 2007 - June 2008
BB&T January 2005 - August 2007
5/3 Bank September 2002 - December 2004
Jersey Mikes 1997 - 2000
Skills
Wealth Management, Investments, Mutual Funds, Strategic Financial..., Series 7, Series 63, Financial Advisory, Management, Retirement Planning, Financial Analysis, Banking, Securities, Training, Portfolio Management, Asset Allocation, Investment Advisory, Equities, Credit, Asset Management, Loans, Wealth Management...
Education
Marshall University 2002 — 2003
MBA Program
Georgia State University 1995 — 1998
BBA, Finance
Citi Personal Wealth Management 2009 - 2010
Citi Smith Barney-Citigroup 2007 - 2009
Citicorp Investment Services 2002 - 2007
Education
City University of New York-Herbert H. Lehman College
B.S., Accounting
Citi Personal Wealth Management July 2011 - Present
Merrill Lynch April 2007 - June 2011
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Uniform Combined State..., Series 65, Investment Advisory, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, Securities, Investments, Alternative Investments, IRAs, Financial Advisory, ETFs, Bonds, FINRA, Wealth Management..., Wealth, 401k, Series 6
Education
UC Santa Barbara
Morgan Stanley November 2013 - Present
Citi Personal Wealth Management May 2013 - Present
Citigold Wealth Management/Citibank January 2010 - August 2013
Citi Personal Wealth Management 2009 - 2011
Smith Barney, BBA 2008 - 2010
Morgan Stanley Smith Barney 2004 - 2009
Morgan Stanley Smith Barney 2007 - 2008
Morgan Stanley Smith Barney 2004 - 2007
Skills
Investments, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Strategy, Series 7, Banking, Marketing Strategy, CRM, Strategic Financial..., Portfolio Management, Retirement Planning, Leadership, Equities, Investment Advisory, Securities, Financial Services, FINRA, Asset Management, Alternative Investments, Financial Advisory
Education
Fordham University 1984 — 1988
BS, Managment
AIG June 2014 - Present
Bankers Life March 2014 - May 2014
Arque Capital September 2010 - October 2011
Citi Personal Wealth Management February 2005 - September 2009
Citi Personal Wealth Management April 1999 - September 2009
Citicorp Investment Services May 1999 - February 2005
Paragon Capital Corp September 1997 - November 1997
Skills
Investments, Management, Finance, Wealth Management, Alternative Investments, Fixed Income, Portfolio Management, Strategic Financial..., Mutual Funds, Strategy, Insurance, Equities, Wealth, Analysis, Fixed Annuities
Education
City University of New York City College 1986 — 2001
Bachelor of Arts (B.A.), Political Science and Government
The City College Of New York New
Bachelors Of Arts
MetLife Premier Client Group of New York City August 2013 - Present
Ameriprise Financial Services, Inc January 2010 - August 2013
Citi Personal Wealth Management August 1999 - December 2009
JPMorgan Chase August 1996 - August 1999
Skills
Retirement Planning, Retirement Income..., Investments, Wealth Accumulation..., Wealth Preservation..., Insurance Strategies, Long Term Care Insurance
Education
Hofstra University
BBA, Banking and Finance
Citi Personal Wealth Management 2012 - Present
Wells Fargo Private Bank 2004 - 2012
Lassus Wherley & Associates 2001 - 2004
AMG National Trust Bank 2000 - 2000
The Guardian Life Insurance Company of America 1997 - 2000
U.S. Trust Company of New York 1993 - 1997
Skills
Wealth Management..., Wealth, High Net Worth..., Estate Planning, Strategic Financial..., Retirement, Investments, Financial Advisory, Trust Services, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Banking, Asset Management, Asset Allocation, Portfolio Management, Securities, Financial Planning
Education
Pace University 2000 — 2001
Certified Financial Planning Program, Financial Planning
Hofstra University 1986 — 1990
Bachelor of Business Administration (BBA), Finance / Banking
Floral Park Memorial HS
Citi Personal Wealth Management January 2013 - Present
Citibank June 2008 - January 2013
Citibank June 2007 - June 2008
Bartlett Park District December 1997 - June 2007
Skills
Wealth Management, Investment Banking, Cross Selling, Banking, Retail Banking, Investments, Series 7, Series 63, Customer Service, Paralegals, Legal Research Skills, Legal Writing, Legal Software, Legal Ethics, Bluebook, Lexis, Westlaw, Microsoft Office
Education
Loyola University Chicago 2013 — 2014
Post Baccalaureate Paralegal Certification, Litigation Paralegal
Millikin University 2001 — 2005
B.M., Instrumental Music Education
Bartlett High School 1997 — 2001
High School Diploma
Citi Personal Wealth Management June 1991 - Present
Skills
Wealth Management, Portfolio Management, Investments, Series 7, Mutual Funds, Equities, Fixed Income, Asset Management, Asset Allocation, Securities, Strategic Financial..., Alternative Investments
Education
Truman State University 1978 — 1982
Bachelor's Degree, Business Administration and Management, General
JPMorgan Chase Bank NA July 2013 - Present
Citi Personal Wealth Management June 2012 - July 2013
Capital One Financial Advisors 2008 - 2012
Education
Bryant College
Hofstra University
Bachelor of Business Administration (B.B.A.), Finance, General
Citi Personal Wealth Management October 2012 - Present
Wells Fargo Advisors 2011 - 2012
Wells Fargo Advisors 2009 - 2011
Wachovia Securities/Wells Fargo Advisors 2007 - 2009
Citicorp Investment Services/Smith Barney 2003 - 2007
Citicorp Investment Services 1997 - 2003
American Express Financial Advisors 1994 - 1997
Skills
I care deeply about my..., I make many FAs better., Wealth Management, Investments, Retirement Planning, Mutual Funds, Insurance, Portfolio Management, Financial Services, Relationship Management, Investment Advisory, Strategic Financial..., Asset Allocation, Fixed Annuities, Retirement, Banking, Securities, Finance, Financial Advisory, Financial Analysis, Financial Planning, Wealth Management...
Education
The American College
ChFC, CLU
Certified Financial Planner Board of Standards, Inc.
CFP
California State University-Los Angeles
Master of Business Administration (M.B.A.), Marketing
Nankai University, Tianjin, China
Bachelor of Arts (BA), Tourism
Wells Fargo Advisors, LLC October 2013 - Present
Citi Personal Wealth Management July 2007 - October 2013
Fidelity Investments November 1999 - June 2006
Education
Thomas More College 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Morehead State University 1994 — 1998
Bachelor of Education (B.Ed.), Education/Teaching of Individuals in Elementary Special Education Programs
Citi Personal Wealth Management April 1990 - Present
Skills
Quality Investement..., Asset Management, Estate Planning, Fixed Income Portfolio..., Equity Portfolio..., Fee-Based Managed..., Financial Advisory, Wealth Management
Education
Central Connecticut State University
Bachelor of Science (B.S.), Finance and Financial Management Services
Citigroup-Personal Wealth Management 2009 - 2013
Citi June 2007 - January 2009
Citi-- Personal Wealth Management September 1990 - June 2007
Citi January 1975 - September 1990
Skills
Wealth Management, Insurance, Series 7, Series 24, Project Management, Compensation Structures, Sales Compensation..., Mutual Funds, Fixed Annuities, Variable Annuities, Equities, FINRA, Financial Services, Investments, Securities, Series 63
Education
Hofstra University 1984 — 1986
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Hofstra University 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Citi Personal Wealth Management 2012 - 2015
JPMorgan Chase & Co. June 2010 - March 2012
Merrill Lynch October 2008 - June 2010
citi smith barney 2006 - 2008
NRCC 2006 - 2006
Skills
Financial Planning, Investments, Financial Analysis, Customer Service, Management, Microsoft Word, PowerPoint, Microsoft Office, English, Windows
Education
Duke University
Citi Personal Wealth Management June 1991 - Present
Skills
Portfolio Management, Investments, Mutual Funds, Series 7, Finance
Education
Truman State University 1978 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Hunter College July 2012 - Present
Citi Personal Wealth Management December 2008 - February 2010
Citi Private Bank July 2007 - December 2008
Education
State University of New York College at Plattsburgh
Bachelor of Arts (B.A.), Speech Communication