Citi Personal Wealth Management

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Citi Personal Wealth Management Employees

Employee
Years
Job
Industry
Elliott Grisham Elliott Grisham Napa, California Details
Elliott Grisham's Citi Personal Wealth Management Experience December 2013 - September 2014
Job Mortgage Loan Originator at Pinnacle Capital Mortgage Corp
Industry Primary/Secondary Education
Experience
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

RICHARD R. GOLDBERG, CFP®, AIF®, CFS® RICHARD R. GOLDBERG, CFP®, AIF®, CFS® Greater Los Angeles Area Details
RICHARD R. GOLDBERG, CFP®, AIF®, CFS®'s Citi Personal Wealth Management Experience March 1997 - Present
Job Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Scott Ford Scott Ford Greater New York City Area Details
Scott Ford's Citi Personal Wealth Management Experience April 2006 - March 2012
Job Executive Director Market Director J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
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

Ann McKeever Ann McKeever Green Bay, Wisconsin Details
Ann McKeever's Citi Personal Wealth Management Experience November 2002 - January 2010
Job Registered Client Associate at Financial Consulting Services
Industry Financial Services
Experience
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

Isabel Valdivia Isabel Valdivia Sherman Oaks, California Details
Isabel Valdivia's Citi Personal Wealth Management Experience February 2007 - Present
Job Registered Sales Assistant at Citi Personal Wealth Management
Industry Investment Banking
Experience
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

Nicholas Brosky Nicholas Brosky New Albany, Ohio Details
Nicholas Brosky's Citi Personal Wealth Management Experience February 2010 - June 2011
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
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

Kenneth Irvin Kenneth Irvin San Francisco Bay Area Details
Kenneth Irvin's Citi Personal Wealth Management Experience April 2012 - Present
Job Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Robert Mauldin CFP CRPC Robert Mauldin CFP CRPC Orange County, California Area Details
Robert Mauldin CFP CRPC's Citi Personal Wealth Management Experience September 2013 - Present
Job Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Marivi Rodriguez Marivi Rodriguez Miami, Florida Details
Marivi Rodriguez's Citi Personal Wealth Management Experience January 1997 - January 2010
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
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

Dennis Breier Dennis Breier Greater Chicago Area Details
Dennis Breier's Citi Personal Wealth Management Experience July 2011 - April 2013
Job President Private Wealth Management at Fairwater
Industry Financial Services
Experience
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

Sady Gomez Sady Gomez Miami/Fort Lauderdale Area Details
Sady Gomez's Citi Personal Wealth Management Experience January 2014 - Present
Job Registered CSA, Citi Personal Wealth Management
Industry Investment Management
Experience
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

Vijayant Bhatnagar Vijayant Bhatnagar Berkeley, California Details
Vijayant Bhatnagar's Citi Personal Wealth Management Experience July 2008 - October 2009
Job MBA Candidate at UC Berkeley, Haas School of Business
Industry Management Consulting
Experience
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

Eslia K McKelvey Eslia K McKelvey Miami/Fort Lauderdale Area Details
Eslia K McKelvey's Citi Personal Wealth Management Experience 1994 - Present
Job Financial Advisor, First Vice President at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Hussain Zaidi, CFP® Hussain Zaidi, CFP® New York, New York Details
Hussain Zaidi, CFP®'s Citi Personal Wealth Management Experience February 2006 - March 2013
Job CoFounder & CEO at Advizr
Industry Financial Services
Experience
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

Peter J. Gallagher, ChFC, CLU, CASL, AIF ® Peter J. Gallagher, ChFC, CLU, CASL, AIF ® Greater New York City Area Details
Peter J. Gallagher, ChFC, CLU, CASL, AIF ®'s Citi Personal Wealth Management Experience April 2004 - Present
Job First Vice President, Wealth Management Financial Advisor
Industry Financial Services
Experience
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

Ralph Hendry Ralph Hendry Washington D.C. Metro Area Details
Ralph Hendry's Citi Personal Wealth Management Experience September 2002 - November 2009
Job CERTIFIED FINANCIAL PLANNER (tm) to Business owners, executives and middle class folks concerned about their wealth
Industry Financial Services
Experience
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

Jonathan Levitt Jonathan Levitt Greater New York City Area Details
Jonathan Levitt's Citi Personal Wealth Management Experience June 2015 - Present
Job Vice President Investments Citi Personal Wealth Maagement
Industry Financial Services
Experience
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

Dean Steinmann Dean Steinmann Greater New York City Area Details
Dean Steinmann's Citi Personal Wealth Management Experience August 2012 - Present
Job Registered CSA The Madison Group at Citi Wealth Management
Industry Financial Services
Experience
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

Deidre Fernald, CFP Deidre Fernald, CFP Tampa/St. Petersburg, Florida Area Details
Deidre Fernald, CFP's Citi Personal Wealth Management Experience April 2012 - Present
Job Vice President Wealth Specialist
Industry Financial Services
Experience
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

Frank Consalo Frank Consalo Greater New York City Area Details
Frank Consalo's Citi Personal Wealth Management Experience May 2012 - Present
Job Director of Sales Citi Personal Wealth Management
Industry Financial Services
Experience
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

Steven Facini, CRPC Steven Facini, CRPC Greater New York City Area Details
Steven Facini, CRPC's Citi Personal Wealth Management Experience January 2010 - October 2012
Job CMO | Financial Services Marketing | Channel Marketing | Content Marketing | Retirement Marketing | Digital Marketing
Industry Marketing and Advertising
Experience
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

Stuart N. Rosenberg, A.I.F. Stuart N. Rosenberg, A.I.F. Greater Los Angeles Area Details
Stuart N. Rosenberg, A.I.F.'s Citi Personal Wealth Management Experience March 1997 - Present
Job Senior Vice President / Senior Financial Advisor/ Private Wealth Management, Citigroup
Industry Financial Services
Experience
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

Lori Zorn CFP ®, ChFC ®, CDFA(TM) Lori Zorn CFP ®, ChFC ®, CDFA(TM) Long Beach, California Details
Lori Zorn CFP ®, ChFC ®, CDFA(TM)'s Citi Personal Wealth Management Experience September 2001 - April 2013
Job Financial Consultant at The Schulten Group at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

John Zaia John Zaia Greater New York City Area Details
John Zaia's Citi Personal Wealth Management Experience February 2014 - Present
Job SVP, Group Executive, Citi Personal Wealth Management
Industry Financial Services
Experience
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

Timothy McKenna Timothy McKenna Greater New York City Area Details
Timothy McKenna's Citi Personal Wealth Management Experience 2009 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
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

Jonathon Allen Jonathon Allen Greater Los Angeles Area Details
Jonathon Allen's Citi Personal Wealth Management Experience May 2013 - Present
Job Group Executive, Senior Vice President at Citi
Industry Financial Services
Experience
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

Joel Silberman Joel Silberman Greater Los Angeles Area Details
Joel Silberman's Citi Personal Wealth Management Experience June 2013 - Present
Job Registered Client Service Associate at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Mohammed Eid Mohammed Eid Orange County, California Area Details
Mohammed Eid's Citi Personal Wealth Management Experience October 2010 - December 2011
Job Vice President Private Client Advisor, JP Morgan Chase Bank NA
Industry Financial Services
Experience
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

K.C. Cannon K.C. Cannon San Francisco Bay Area Details
K.C. Cannon's Citi Personal Wealth Management Experience March 2011 - July 2012
Job Regional Vice President at Fringe Benefit Group
Industry Financial Services
Experience
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

Glenn Crawford, CFP, AIF Glenn Crawford, CFP, AIF Greater Los Angeles Area Details
Glenn Crawford, CFP, AIF's Citi Personal Wealth Management Experience February 2001 - Present
Job Wealth Manager
Industry Financial Services
Experience
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

John Davis John Davis New York, New York Details
John Davis's Citi Personal Wealth Management Experience June 2011 - June 2013
Job SVP, Head of Retirement Marketing at BNY Mellon
Industry Investment Management
Experience
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

Brian Ashley Brian Ashley Southport, Connecticut Details
Brian Ashley's Citi Personal Wealth Management Experience February 2010 - April 2012
Job Executive Director J P Morgan Chase Bank NA
Industry Investment Management
Experience
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

Jieqiong Liu Jieqiong Liu Pittsburgh, Pennsylvania Details
Jieqiong Liu's Citi Personal Wealth Management Experience September 2009 - December 2009
Job Student at Carnegie Mellon University Tepper School of Business
Industry Financial Services
Experience
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

Juan A Martinez Juan A Martinez San Antonio, Texas Area Details
Juan A Martinez's Citi Personal Wealth Management Experience January 2013 - Present
Job Administrative Principal/Controls Officer for Citi Personal Wealth Management Assistant Vice President
Industry Financial Services
Experience
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

Bernard Gustavo Reina Bernard Gustavo Reina Los Angeles, California Details
Bernard Gustavo Reina's Citi Personal Wealth Management Experience July 1999 - Present
Job Senior Vice President Financial Advisor AIF® Wealth Management at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Brad McIntyre Brad McIntyre San Francisco Bay Area Details
Brad McIntyre's Citi Personal Wealth Management Experience November 2007 - October 2010
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
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

Andrew Vahab Andrew Vahab Greater New York City Area Details
Andrew Vahab's Citi Personal Wealth Management Experience January 2002 - Present
Job Wealth Management at Citi
Industry Investment Management
Experience
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

Marvin Benak Marvin Benak Greater New York City Area Details
Marvin Benak's Citi Personal Wealth Management Experience October 2006 - April 2010
Job Financial Advisor at Merrill Lynch, Bank of America Corporation
Industry Financial Services
Experience
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

Cynthia Niesen Cynthia Niesen Greater New York City Area Details
Cynthia Niesen's Citi Personal Wealth Management Experience December 2011 - July 2014
Job Wealth Manager at USAA Wealth Management
Industry Investment Management
Experience
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

Charles Brittenham Charles Brittenham Greater New York City Area Details
Charles Brittenham's Citi Personal Wealth Management Experience October 2010 - December 2011
Job Financial Services Professional
Industry Financial Services
Experience
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

Peter Zagrobelny Peter Zagrobelny Greater New York City Area Details
Peter Zagrobelny's Citi Personal Wealth Management Experience September 2015 - Present
Job Citi Personal Wealth Management Advisor at Citi
Industry Financial Services
Experience
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

Christine Shostack Christine Shostack Greater New York City Area Details
Christine Shostack's Citi Personal Wealth Management Experience November 2010 - Present
Job Business Program Manager at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Sandra Kang Sandra Kang New York, New York Details
Sandra Kang's Citi Personal Wealth Management Experience 2009 - 2010
Job Guest Experience Manager at OTG Management
Industry Hospitality
Experience
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

Cordelia Lo Cordelia Lo Greater Los Angeles Area Details
Cordelia Lo's Citi Personal Wealth Management Experience April 2001 - Present
Job Experienced Financial Advisor and Strategic Planner
Industry Financial Services
Experience
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

John Serna, CFP® John Serna, CFP® Greater Chicago Area Details
John Serna, CFP®'s Citi Personal Wealth Management Experience March 2000 - Present
Job Supervisory Principal at Citi
Industry Financial Services
Experience
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.)

Selenne Calhamer Selenne Calhamer Chicago, Illinois Details
Selenne Calhamer's Citi Personal Wealth Management Experience July 2005 - April 2012
Job Director of Wealth Management at USAA
Industry Investment Management
Experience
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

Chad Leon Chad Leon Orange, California Details
Chad Leon's Citi Personal Wealth Management Experience April 2014 - Present
Job Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Philip Cordero Philip Cordero Farmingville, New York Details
Philip Cordero's Citi Personal Wealth Management Experience June 2012 - Present
Job Vice President, Advisory Products and Performance Reporting
Industry Financial Services
Experience
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

Michael A. Genduso, MBA, AIF® Michael A. Genduso, MBA, AIF® Astoria, New York Details
Michael A. Genduso, MBA, AIF®'s Citi Personal Wealth Management Experience November 1998 - Present
Job SENIOR FINANCIAL ADVISOR / FIRST VICE PRESIDENT at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Eric Davison Eric Davison Greater San Diego Area Details
Eric Davison's Citi Personal Wealth Management Experience October 2007 - November 2009
Job Associate Vice President at Griffin Capital Securities
Industry Financial Services
Experience
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

Anne Bensel Anne Bensel Greater New York City Area Details
Anne Bensel's Citi Personal Wealth Management Experience June 2009 - Present
Job Vice President Wealth Management
Industry Financial Services
Experience
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

Adam D'Andrea Adam D'Andrea Greater New York City Area Details
Adam D'Andrea's Citi Personal Wealth Management Experience November 2008 - July 2011
Job Financial Advisor at JP Morgan Securities LLC
Industry Financial Services
Experience
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

Todd Michael Toro Todd Michael Toro Greater New York City Area Details
Todd Michael Toro's Citi Personal Wealth Management Experience May 2011 - December 2011
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
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

Andrew Hurley Arteaga Andrew Hurley Arteaga San Francisco Bay Area Details
Andrew Hurley Arteaga's Citi Personal Wealth Management Experience October 2013 - December 2014
Job Real Estate Agent
Industry Real Estate
Experience
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

Jessica Serna Jessica Serna San Antonio, Texas Details
Jessica Serna's Citi Personal Wealth Management Experience July 2011 - August 2014
Job Compliance Advisor at USAA Investment Management Company
Industry Financial Services
Experience
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

Jess Kulik Jess Kulik Charlotte, North Carolina Area Details
Jess Kulik's Citi Personal Wealth Management Experience May 2009 - August 2009
Job Analytics Consultant at Wells Fargo
Industry Banking
Experience
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

Gregory Tuck Gregory Tuck San Jose, California Details
Gregory Tuck's Citi Personal Wealth Management Experience October 2005 - July 2009
Job Security at KLATencor
Industry Financial Services
Experience
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

Tina Tsao Tina Tsao San Mateo, California Details
Tina Tsao's Citi Personal Wealth Management Experience January 2010 - December 2011
Job Citigold Relationship Manager at Citi
Industry Financial Services
Experience
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

Beau R. Taylor, CIMA® Beau R. Taylor, CIMA® Dallas/Fort Worth Area Details
Beau R. Taylor, CIMA®'s Citi Personal Wealth Management Experience June 2010 - April 2011
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
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

Brandon Jenkins, CFP®, CWS®, CRPC®, AAMS® Brandon Jenkins, CFP®, CWS®, CRPC®, AAMS® Greater Los Angeles Area Details
Brandon Jenkins, CFP®, CWS®, CRPC®, AAMS®'s Citi Personal Wealth Management Experience September 2013 - April 2015
Job Vice President Financial UnionBanc Investment Services
Industry Financial Services
Experience
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

Jenna Kane Jenna Kane Chicago, Illinois Details
Jenna Kane's Citi Personal Wealth Management Experience 2010 - 2013
Job Associate, Private Wealth Management at Vestor Capital, LLC
Industry Financial Services
Experience
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

Dan Hohenberg, CRPC Dan Hohenberg, CRPC Greater New York City Area Details
Dan Hohenberg, CRPC's Citi Personal Wealth Management Experience June 2012 - February 2014
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Steve Polyakov, Esq. Steve Polyakov, Esq. Greater New York City Area Details
Steve Polyakov, Esq.'s Citi Personal Wealth Management Experience July 2009 - June 2012
Job Partner at Pantano, Gupta & Polyakov LLC
Industry Law Practice
Experience
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

Giuseppe Ferrucci Giuseppe Ferrucci Greater New York City Area Details
Giuseppe Ferrucci's Citi Personal Wealth Management Experience March 2003 - Present
Job Wealth Management Specialist
Industry Financial Services
Experience
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

Jatin Rana Jatin Rana Greater Boston Area Details
Jatin Rana's Citi Personal Wealth Management Experience August 2008 - September 2010
Job Systems Project Leader, at Boston Consulting Group
Industry Management Consulting
Experience
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

Debbie Hines Debbie Hines Greater Los Angeles Area Details
Debbie Hines's Citi Personal Wealth Management Experience December 2001 - November 2009
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Theresa Tsounis Theresa Tsounis Greater New York City Area Details
Theresa Tsounis's Citi Personal Wealth Management Experience 2006 - August 2009
Job Senior Vice President at Citi
Industry Financial Services
Experience
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

Vincent Zappola, CFA Vincent Zappola, CFA Greater New York City Area Details
Vincent Zappola, CFA's Citi Personal Wealth Management Experience December 2011 - Present
Job Financial Advisor at Citi Personal Wealth Management
Industry Investment Management
Experience
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

Dominic Anderson, CFP® Dominic Anderson, CFP® San Antonio, Texas Details
Dominic Anderson, CFP®'s Citi Personal Wealth Management Experience February 2012 - September 2013
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
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

Dennis Lee, CFA Dennis Lee, CFA Greater New York City Area Details
Dennis Lee, CFA's Citi Personal Wealth Management Experience December 2008 - Present
Job
Industry Financial Services
Experience
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

Cliff Cooper Cliff Cooper Greater New York City Area Details
Cliff Cooper's Citi Personal Wealth Management Experience October 2010 - November 2012
Job Regional Bank | Private Banker at Wells Fargo
Industry Investment Management
Experience
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

William B. Gerard, CFP®, ACC William B. Gerard, CFP®, ACC San Francisco Bay Area Details
William B. Gerard, CFP®, ACC's Citi Personal Wealth Management Experience June 2005 - April 2011
Job Practice Management Consultant at Merrill Lynch, Certified Coach
Industry Financial Services
Experience
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

Bai Yuen Bai Yuen Greater Chicago Area Details
Bai Yuen's Citi Personal Wealth Management Experience May 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Citi Personal Wealth Management   May 2009 - Present
Merrill Lynch  October 1999 - May 2009

Education
DePaul University   1986 — 1988

Tony Brunetto, AIF® Tony Brunetto, AIF® Greater New York City Area Details
Tony Brunetto, AIF®'s Citi Personal Wealth Management Experience February 2006 - Present
Job Registered CSA
Industry Financial Services
Experience
Citi Personal Wealth Management   February 2006 - Present

Education
Ithaca College   1998 — 2002

Ardsley High School   1995 — 1998

Lisa (Epstein) Romano Lisa (Epstein) Romano New York, New York Details
Lisa (Epstein) Romano's Citi Personal Wealth Management Experience June 2009 - December 2010
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
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

John Pereira, CFP John Pereira, CFP San Francisco Bay Area Details
John Pereira, CFP's Citi Personal Wealth Management Experience February 2010 - March 2011
Job Investment Advisor
Industry Financial Services
Experience
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

Peter Shieh, CFP(R), AIF(R) Peter Shieh, CFP(R), AIF(R) Orange County, California Area Details
Peter Shieh, CFP(R), AIF(R)'s Citi Personal Wealth Management Experience December 2003 - Present
Job Director Wealth Management
Industry Investment Management
Experience
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

Cintia De Sena Cintia De Sena Greater New York City Area Details
Cintia De Sena's Citi Personal Wealth Management Experience October 2007 - May 2011
Job Senior Relationship Manager at Citigroup
Industry Investment Management
Experience
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

Duane Kinghorn Duane Kinghorn Greater New York City Area Details
Duane Kinghorn's Citi Personal Wealth Management Experience October 2009 - Present
Job Citi Banking and Personal Wealth Management
Industry Financial Services
Experience
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

Diane Sher - Kessler Diane Sher - Kessler Washington D.C. Metro Area Details
Diane Sher - Kessler's Citi Personal Wealth Management Experience July 2003 - Present
Job at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Tobin Whitman Tobin Whitman Greater New York City Area Details
Tobin Whitman's Citi Personal Wealth Management Experience August 2007 - December 2009
Job Director of Sales at The Garvin Group
Industry Insurance
Experience
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

Sandi Sculac Sandi Sculac Greater New York City Area Details
Sandi Sculac's Citi Personal Wealth Management Experience March 2013 - Present
Job Head of Investment Advisory Services and Alternative Investments
Industry Financial Services
Experience
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

Eduardo C. Rizo Eduardo C. Rizo Miami, Florida Details
Eduardo C. Rizo's Citi Personal Wealth Management Experience October 2012 - June 2014
Job Financial Advisor
Industry Investment Management
Experience
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

Ricardo Higuchi AIF® Ricardo Higuchi AIF® Greater Los Angeles Area Details
Ricardo Higuchi AIF®'s Citi Personal Wealth Management Experience 2008 - Present
Job Financial Advisor Citi Personal Wealth Management
Industry Financial Services
Experience
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

Philip Sambito, CFP® Philip Sambito, CFP® Greater New York City Area Details
Philip Sambito, CFP®'s Citi Personal Wealth Management Experience March 2008 - 2013
Job Diabetes Care Specialist at Novo Nordisk
Industry Financial Services
Experience
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

Leng Lo Leng Lo Greater Los Angeles Area Details
Leng Lo's Citi Personal Wealth Management Experience August 2005 - Present
Job Financial Advisor at Smith Barney
Industry Financial Services
Experience
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.)

Oswaldo Ramos Oswaldo Ramos Greater Los Angeles Area Details
Oswaldo Ramos's Citi Personal Wealth Management Experience December 2007 - Present
Job Vice President at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management   December 2007 - Present
WAMU Investments  May 1994 - December 2007

Education
California State University-Northridge
BS, Finance

Jason Chiu Jason Chiu Greater Los Angeles Area Details
Jason Chiu's Citi Personal Wealth Management Experience June 2010 - December 2011
Job Employee at East West Bank
Industry Financial Services
Experience
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

Daria Francken Daria Francken Greater New York City Area Details
Daria Francken's Citi Personal Wealth Management Experience July 1996 - Present
Job Vice President/ Senior Branch Examiner at ICG at Citi
Industry Financial Services
Experience
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

Andreas Kokkinos Andreas Kokkinos Greater New York City Area Details
Andreas Kokkinos's Citi Personal Wealth Management Experience December 2014 - Present
Job Vice President, Insurance Product Manager at Citi Personal Wealth Management
Industry Investment Management
Experience
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

Emile Abinader A.I.F Emile Abinader A.I.F Greater Los Angeles Area Details
Emile Abinader A.I.F's Citi Personal Wealth Management Experience April 2000 - Present
Job at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Frank Drago Frank Drago Greater Boston Area Details
Frank Drago's Citi Personal Wealth Management Experience January 2012 - March 2013
Job Senior Vice President Director of Investment Sales
Industry Banking
Experience
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

Gary Boccio Gary Boccio Greater New York City Area Details
Gary Boccio's Citi Personal Wealth Management Experience July 2012 - Present
Job Bank Investment Risk and Supervision Officer Citi Personal Wealth Management
Industry Financial Services
Experience
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

Lisa Prevost Lisa Prevost Miami/Fort Lauderdale Area Details
Lisa Prevost's Citi Personal Wealth Management Experience March 2004 - Present
Job Compliance Analyst II at Citi
Industry Financial Services
Experience
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

Billy Grimes Billy Grimes Miami/Fort Lauderdale Area Details
Billy Grimes's Citi Personal Wealth Management Experience July 2012 - Present
Job Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Francisco Elizondo Francisco Elizondo San Antonio, Texas Area Details
Francisco Elizondo's Citi Personal Wealth Management Experience October 2011 - June 2013
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
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

Larry Ngai Larry Ngai San Francisco Bay Area Details
Larry Ngai's Citi Personal Wealth Management Experience August 2013 - Present
Job Vice President, Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Michael Cuddihy Michael Cuddihy Greater Los Angeles Area Details
Michael Cuddihy's Citi Personal Wealth Management Experience February 1998 - Present
Job Regional Risk and Control Officer at Citi Personal Wealth Management
Industry Investment Management
Experience
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

Jerry Thomas Jerry Thomas Madison, Wisconsin Area Details
Jerry Thomas's Citi Personal Wealth Management Experience 2004 - 2014
Job Market DirectorExecutive Director at JP Morgan Securities, LLC
Industry Financial Services
Experience
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

Dariana Gordon, CFP®, CLU®, AIF® Dariana Gordon, CFP®, CLU®, AIF® Washington D.C. Metro Area Details
Dariana Gordon, CFP®, CLU®, AIF®'s Citi Personal Wealth Management Experience 1995 - Present
Job Financial Advisor at Citi Personal Wealth Management
Industry Investment Management
Experience
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

Maura O'Leary Maura O'Leary Greater New York City Area Details
Maura O'Leary's Citi Personal Wealth Management Experience Senior Travel ConsultantPan Continental Tours, Inc.November 1989 - January 2004
Job Branch Manager's Assistant at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management   Senior Travel ConsultantPan Continental Tours, Inc.November 1989 - January 2004

Education
Pace University

Chris Zerbst Chris Zerbst Greater Chicago Area Details
Chris Zerbst's Citi Personal Wealth Management Experience August 1996 - Present
Job Senior Vice President Wealth Management at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Anthony DeRosa Anthony DeRosa Greater New York City Area Details
Anthony DeRosa's Citi Personal Wealth Management Experience October 2006 - November 2011
Job Financial Advisor
Industry Financial Services
Experience
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

Bill Osland Bill Osland Temecula, California Details
Bill Osland's Citi Personal Wealth Management Experience 2003 - Present
Job Group Executive at CPWM
Industry Investment Management
Experience
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

Mark Jordan Mark Jordan Greater New York City Area Details
Mark Jordan's Citi Personal Wealth Management Experience July 2010 - January 2013
Job Wealth Management Recruiter
Industry Financial Services
Experience
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

Mary Villegas Mary Villegas Greater New York City Area Details
Mary Villegas's Citi Personal Wealth Management Experience 2009 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
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

Enrique Ulloa Enrique Ulloa Pasadena, California Details
Enrique Ulloa's Citi Personal Wealth Management Experience July 2011 - Present
Job Financial Advisor at Citi
Industry Financial Services
Experience
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

Terri Ferri Terri Ferri Greater New York City Area Details
Terri Ferri's Citi Personal Wealth Management Experience May 2013 - Present
Job Branch Manager Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
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

Harold Palacios Harold Palacios Orlando, Florida Details
Harold Palacios's Citi Personal Wealth Management Experience February 2005 - September 2009
Job Insurance Agent at AIG
Industry Insurance
Experience
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

Terrence Daniels, RICP, CRPC, CRPS, AAMS, AWMA Terrence Daniels, RICP, CRPC, CRPS, AAMS, AWMA Greater New York City Area Details
Terrence Daniels, RICP, CRPC, CRPS, AAMS, AWMA's Citi Personal Wealth Management Experience August 1999 - December 2009
Job Financial Services Representative at MetLife Premier Client Group of New York
Industry Financial Services
Experience
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

Anthony J. Mascioli, CFP® Anthony J. Mascioli, CFP® Greater New York City Area Details
Anthony J. Mascioli, CFP®'s Citi Personal Wealth Management Experience 2012 - Present
Job Senior Wealth Planning Specialist
Industry Financial Services
Experience
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

Matthew Wadelin Matthew Wadelin Greater Chicago Area Details
Matthew Wadelin's Citi Personal Wealth Management Experience January 2013 - Present
Job
Industry Financial Services
Experience
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

Brent Sheets Brent Sheets Greater Chicago Area Details
Brent Sheets's Citi Personal Wealth Management Experience June 1991 - Present
Job Financial Advisor at Citi Personal Wealth Management
Industry Investment Management
Experience
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

Matthew Lorner Matthew Lorner Greater New York City Area Details
Matthew Lorner's Citi Personal Wealth Management Experience June 2012 - July 2013
Job at JP Morgan Chase Bank NA
Industry Financial Services
Experience
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

Peter Hong, CFP, ChFC, CLU Peter Hong, CFP, ChFC, CLU San Francisco, California Details
Peter Hong, CFP, ChFC, CLU's Citi Personal Wealth Management Experience October 2012 - Present
Job Group Executive, Senior Vice President
Industry Financial Services
Experience
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

Kimberly Whaley Kimberly Whaley Cincinnati Area Details
Kimberly Whaley's Citi Personal Wealth Management Experience July 2007 - October 2013
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Ted Gibson Ted Gibson Scarsdale, New York Details
Ted Gibson's Citi Personal Wealth Management Experience April 1990 - Present
Job Director Wealth Management at Citi Personal Wealth Management
Industry Financial Services
Experience
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

Diane Shevlin Diane Shevlin Massapequa, New York Details
Diane Shevlin's Citi Personal Wealth Management Experience September 1990 - June 2007
Job Financial Services Professional
Industry Financial Services
Experience
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

Andy Rubert Andy Rubert United States Details
Andy Rubert's Citi Personal Wealth Management Experience 2012 - 2015
Job
Industry
Experience
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

Brent Sheets Brent Sheets Saint Charles, Illinois Details
Brent Sheets's Citi Personal Wealth Management Experience June 1991 - Present
Job Financial Advisor at Citi Personal Wealth Management
Industry Investment Management
Experience
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

Ava J. Ayala Ava J. Ayala New York, New York Details
Ava J. Ayala's Citi Personal Wealth Management Experience December 2008 - February 2010
Job Enrollment Registrar Coordinator at Hunter College
Industry Higher Education
Experience
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