Citi Smith Barney
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Citi Smith Barney Employees
Employee
Years
Job
Industry
Kevin J. Fay Kevin J. Fay's Citi Smith Barney Experience April 1985 - December 2008
Job Executive Vice PresidentBusiness Development/Financial AdvisorWealth Management The Cardinal Hill Group
Industry Investment Management
Experience
The Cardinal Hill Group December 2008 - Present
Citi Smith Barney April 1985 - December 2008
Skills
Wealth Management, Relationship Management, Investment Advisory, Wealth Accumulation..., Tactical Asset..., Alternative Investment..., Fixed Income Strategies, Managed Money
Education
Columbia University
Fordham University
B.A., Biological Science
The Cardinal Hill Group December 2008 - Present
Citi Smith Barney April 1985 - December 2008
Skills
Wealth Management, Relationship Management, Investment Advisory, Wealth Accumulation..., Tactical Asset..., Alternative Investment..., Fixed Income Strategies, Managed Money
Education
Columbia University
Fordham University
B.A., Biological Science
Justin Wilson Justin Wilson's Citi Smith Barney Experience June 2008 - November 2008
Job Financial Analyst at Twentieth Century Fox
Industry Financial Services
Experience
Fox (Film, TV and Sports) July 2015 - Present
Paramount Pictures November 2014 - June 2015
Mattel June 2013 - August 2013
Tanner Mainstain Blatt & Glynn, LLP February 2009 - May 2012
Citi Smith Barney June 2008 - November 2008
Skills
Forecasting, SAP, Analysis, Accounts Payable, Public Speaking, Project Planning, Strategic Planning, PowerPoint, Microsoft Excel, Tax, Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, Strategy & Policy
Boston College 2004 — 2008
B.S, Management, Finance Concentration
Harvard-Westlake School 1998 — 2004
Diploma
Fox (Film, TV and Sports) July 2015 - Present
Paramount Pictures November 2014 - June 2015
Mattel June 2013 - August 2013
Tanner Mainstain Blatt & Glynn, LLP February 2009 - May 2012
Citi Smith Barney June 2008 - November 2008
Skills
Forecasting, SAP, Analysis, Accounts Payable, Public Speaking, Project Planning, Strategic Planning, PowerPoint, Microsoft Excel, Tax, Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, Strategy & Policy
Boston College 2004 — 2008
B.S, Management, Finance Concentration
Harvard-Westlake School 1998 — 2004
Diploma
Denise Rayve Denise Rayve's Citi Smith Barney Experience December 2007 - December 2008
Job Senior Vice President Regional Wealth Sales Manager at HSBC Wealth Management
Industry Financial Services
Experience
HSBC November 2012 - Present
Morgan Stanley Wealth Management June 2011 - November 2012
TD Bank July 2009 - January 2011
Citi Smith Barney December 2007 - December 2008
Citicorp Investment Services/Citi Smith Barney May 2004 - December 2007
Bank of America/ Fleet-Quick & Reilly July 2003 - May 2004
Prudential Securities January 1992 - August 2002
Shearson Lehman Hutton April 1984 - January 1992
Skills
Wealth Management, Series 63, Mutual Funds, Investments, Securities, Portfolio Management, Retirement Planning, Financial Advisory, Asset Allocation, Strategic Financial..., Alternative Investments, Investment Advisory, Asset Managment, Banking, Equities, Credit, Fixed Income, Insurance, Financial Services
Education
The Ohio State University 1982 — 1984
History of Art
Baldwin Wallace University 1980 — 1982
BA, Art History
HSBC November 2012 - Present
Morgan Stanley Wealth Management June 2011 - November 2012
TD Bank July 2009 - January 2011
Citi Smith Barney December 2007 - December 2008
Citicorp Investment Services/Citi Smith Barney May 2004 - December 2007
Bank of America/ Fleet-Quick & Reilly July 2003 - May 2004
Prudential Securities January 1992 - August 2002
Shearson Lehman Hutton April 1984 - January 1992
Skills
Wealth Management, Series 63, Mutual Funds, Investments, Securities, Portfolio Management, Retirement Planning, Financial Advisory, Asset Allocation, Strategic Financial..., Alternative Investments, Investment Advisory, Asset Managment, Banking, Equities, Credit, Fixed Income, Insurance, Financial Services
Education
The Ohio State University 1982 — 1984
History of Art
Baldwin Wallace University 1980 — 1982
BA, Art History
Eddie Havins Eddie Havins's Citi Smith Barney Experience February 1988 - May 2008
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2010 - Present
Morgan Stanley Wealth Management May 2008 - January 2010
Citi Smith Barney February 1988 - May 2008
Skills
Retirement Planning, Asset Allocation, IRAs, Insurance, Fixed Annuities, 401k Rollovers, Roth IRA, 529 Plans, Variable Annuities, Estate Strategies, Series 7, Asset Management, Investments, Retirement, Series 63, Mutual Funds, Investment Advisory, Securities, Finance, Portfolio Management, Estate Law
Education
Arizona State University, W. P. Carey School of Business 1965 — 1968
Bachelor's degree, Business
Eastern New Mexico University 1964 — 1965
Freshman Year 1964, Business Administration and Management, General
Wells Fargo Advisors January 2010 - Present
Morgan Stanley Wealth Management May 2008 - January 2010
Citi Smith Barney February 1988 - May 2008
Skills
Retirement Planning, Asset Allocation, IRAs, Insurance, Fixed Annuities, 401k Rollovers, Roth IRA, 529 Plans, Variable Annuities, Estate Strategies, Series 7, Asset Management, Investments, Retirement, Series 63, Mutual Funds, Investment Advisory, Securities, Finance, Portfolio Management, Estate Law
Education
Arizona State University, W. P. Carey School of Business 1965 — 1968
Bachelor's degree, Business
Eastern New Mexico University 1964 — 1965
Freshman Year 1964, Business Administration and Management, General
Jason Rolle's Citi Smith Barney Experience June 2008 - August 2008
Job JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. December 2010 - Present
Representative Bill Heller January 2009 - May 2009
Citi Smith Barney June 2008 - August 2008
Education
Florida State University - College of Business 2005 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Venice High School 2001 — 2005
JPMorgan Chase Bank, N.A. December 2010 - Present
Representative Bill Heller January 2009 - May 2009
Citi Smith Barney June 2008 - August 2008
Education
Florida State University - College of Business 2005 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Venice High School 2001 — 2005
Natalie M. (Van Abel) Asher Natalie M. (Van Abel) Asher's Citi Smith Barney Experience August 2006 - August 2007
Job Associate at SLATE Partners, LLC
Industry Investment Banking
Experience
SLATE Partners LLC May 2014 - Present
Cherry Creek Family Offices / Impact Opportunities Fund May 2013 - April 2014
Green Manning & Bunch April 2012 - May 2013
Meritage Funds January 2012 - April 2012
Integware June 2008 - July 2011
UBS Wealth Management August 2007 - June 2008
Dish Network June 2007 - August 2007
Citi Smith Barney August 2006 - August 2007
EchoStar Corporation May 2006 - August 2006
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Strategic Consulting, Enterprise Valuation, Cross-functional Team..., Strategy, DCF, Cash Flow Forecasting, Building Relationships, Collaborative Problem..., Due Diligence, CRM, Strategic Planning, Analysis, Finance, Data Analysis, Team Leadership, Entrepreneurship, Leadership, Business Planning, Management, Contract Negotiation, Marketing, Valuation, Project Management, Private Equity, Investment Banking
Education
Colorado State University 2004 — 2008
BSBA - Financial Investment Analysis, Finance (Major), Spanish (Minor), Computer Information Systems (Certificate)
Concordia College 2003 — 2004
Chemistry
SLATE Partners LLC May 2014 - Present
Cherry Creek Family Offices / Impact Opportunities Fund May 2013 - April 2014
Green Manning & Bunch April 2012 - May 2013
Meritage Funds January 2012 - April 2012
Integware June 2008 - July 2011
UBS Wealth Management August 2007 - June 2008
Dish Network June 2007 - August 2007
Citi Smith Barney August 2006 - August 2007
EchoStar Corporation May 2006 - August 2006
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Strategic Consulting, Enterprise Valuation, Cross-functional Team..., Strategy, DCF, Cash Flow Forecasting, Building Relationships, Collaborative Problem..., Due Diligence, CRM, Strategic Planning, Analysis, Finance, Data Analysis, Team Leadership, Entrepreneurship, Leadership, Business Planning, Management, Contract Negotiation, Marketing, Valuation, Project Management, Private Equity, Investment Banking
Education
Colorado State University 2004 — 2008
BSBA - Financial Investment Analysis, Finance (Major), Spanish (Minor), Computer Information Systems (Certificate)
Concordia College 2003 — 2004
Chemistry
Jacqueline Morales's Citi Smith Barney Experience August 2007 - May 2009
Job Registered Associate at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates November 2012 - Present
Morgan Stanley Wealth Management May 2009 - November 2012
Citi Smith Barney August 2007 - May 2009
Skills
Series 7, Wealth Management, Investments, Financial Services, Securities, Customer Service, Team Building, Team Leadership, CRM, International Trade, Restricted Stock, Employee Stock Options, Spanish-English, Microsoft Office, Outlook, Back Office, Series 63
Education
California State University-Hayward 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Psychology
Ohlone College 2003 — 2005
Associate of Science (A.S.), Psychology
Raymond James & Associates November 2012 - Present
Morgan Stanley Wealth Management May 2009 - November 2012
Citi Smith Barney August 2007 - May 2009
Skills
Series 7, Wealth Management, Investments, Financial Services, Securities, Customer Service, Team Building, Team Leadership, CRM, International Trade, Restricted Stock, Employee Stock Options, Spanish-English, Microsoft Office, Outlook, Back Office, Series 63
Education
California State University-Hayward 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Psychology
Ohlone College 2003 — 2005
Associate of Science (A.S.), Psychology
Joni Meilahn Joni Meilahn's Citi Smith Barney Experience May 2008 - December 2008
Job Sr. Product Manager at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. October 2010 - Present
Citi Smith Barney May 2008 - December 2008
Stifel Nicolaus January 2007 - June 2007
Miller Johnson Steichen Kinnard January 2000 - December 2006
John G. Kinnard & Co. 1980 - 2000
Skills
Financial Advisory, Portfolio Management, Wealth Management, Product Management, Retirement, Venture Capital, Asset Allocation, Retirement Planning, Mutual Funds, Financial Services, Investments, Fixed Annuities, Business Analysis, Series 7, Strategic Financial..., Options, Relationship Management, Financial Planners, CRM, Investment Advisory, Banking, Risk Management, Alternative Investments, Fixed Income, Leadership, Life Insurance, Securities, Investment Management
Education
College for Financial Planning 1994 — 1999
Masters of Science, Retirement Planning
University of Minnesota-Twin Cities 1976 — 1980
B.S., Business
U.S. Bancorp Investments, Inc. October 2010 - Present
Citi Smith Barney May 2008 - December 2008
Stifel Nicolaus January 2007 - June 2007
Miller Johnson Steichen Kinnard January 2000 - December 2006
John G. Kinnard & Co. 1980 - 2000
Skills
Financial Advisory, Portfolio Management, Wealth Management, Product Management, Retirement, Venture Capital, Asset Allocation, Retirement Planning, Mutual Funds, Financial Services, Investments, Fixed Annuities, Business Analysis, Series 7, Strategic Financial..., Options, Relationship Management, Financial Planners, CRM, Investment Advisory, Banking, Risk Management, Alternative Investments, Fixed Income, Leadership, Life Insurance, Securities, Investment Management
Education
College for Financial Planning 1994 — 1999
Masters of Science, Retirement Planning
University of Minnesota-Twin Cities 1976 — 1980
B.S., Business
Cindy V. McGulvery's Citi Smith Barney Experience September 2000 - September 2009
Job Facilities Coordinator/ Office Manager at The National Center on Addiction and Substance Abuse at Columbia University
Industry Nonprofit Organization Management
Experience
CASAColumbia November 2011 - Present
CASA Columbia April 2011 - July 2011
CITI SMITH BARNEY September 2000 - September 2009
Citi Smith Barney July 2005 - July 2009
Citi Smith Barney 2000 - 2009
Mutual Fund & Annuity October 2003 - July 2005
Salomon Smith Barney September 2000 - October 2003
PRUDENTIAL SECURITIES May 2000 - September 2000
Skills
Calendars, Business Correspondence, Confidentiality, Project Coordination, Human Resources, Management, Marketing, Portfolio Management, Mutual Funds, Nonprofits, Insurance, Training, Sales
Education
Colgate University 1994 — 1999
Bachelor of Arts, Theatre/ Education
Colgate University 1994 — 1999
Bachelor of Arts, Education & Theatre
St Pius V High School 1990 — 1994
Regents Diploma
CASAColumbia November 2011 - Present
CASA Columbia April 2011 - July 2011
CITI SMITH BARNEY September 2000 - September 2009
Citi Smith Barney July 2005 - July 2009
Citi Smith Barney 2000 - 2009
Mutual Fund & Annuity October 2003 - July 2005
Salomon Smith Barney September 2000 - October 2003
PRUDENTIAL SECURITIES May 2000 - September 2000
Skills
Calendars, Business Correspondence, Confidentiality, Project Coordination, Human Resources, Management, Marketing, Portfolio Management, Mutual Funds, Nonprofits, Insurance, Training, Sales
Education
Colgate University 1994 — 1999
Bachelor of Arts, Theatre/ Education
Colgate University 1994 — 1999
Bachelor of Arts, Education & Theatre
St Pius V High School 1990 — 1994
Regents Diploma
Tess Medina Tess Medina's Citi Smith Barney Experience 2004 - 2008
Job Independent Consultant Events & Marketing
Industry Management Consulting
Experience
Metropolitan College of New York July 2015 - Present
Independent 2012 - Present
MsTess Designs & Collections 2012 - Present
Congressional Medal of Honor Foundation 2001 - Present
Morgan Stanley 2011 - 2012
Citi 2009 - 2011
Citi Smith Barney 2004 - 2008
Citi Smith Barney 1999 - 2004
Salomon Smith Barney 1995 - 1999
Skills
English, Event Planning, Marketing, Microsoft Excel, Leadership, Training, Strategic Planning, Management, Microsoft Word, Outlook, Editing, Event Management, Marketing Communications, Microsoft Office, PowerPoint, Research, Sales, Public Speaking, Public Relations, Marketing Strategy, Fashion jewelry design, Asset Management, Equities, Financial Services, Mutual Funds, Investments, Series 7
Education
Studio Jewelers Ltd 2012 — 2013
Fashion Jewelry designs
Far Eastern University
BA Mass Communications, Broadcasting and Journalism
New York University
Meeting Management, Meeting and Event Planning
Metropolitan College of New York July 2015 - Present
Independent 2012 - Present
MsTess Designs & Collections 2012 - Present
Congressional Medal of Honor Foundation 2001 - Present
Morgan Stanley 2011 - 2012
Citi 2009 - 2011
Citi Smith Barney 2004 - 2008
Citi Smith Barney 1999 - 2004
Salomon Smith Barney 1995 - 1999
Skills
English, Event Planning, Marketing, Microsoft Excel, Leadership, Training, Strategic Planning, Management, Microsoft Word, Outlook, Editing, Event Management, Marketing Communications, Microsoft Office, PowerPoint, Research, Sales, Public Speaking, Public Relations, Marketing Strategy, Fashion jewelry design, Asset Management, Equities, Financial Services, Mutual Funds, Investments, Series 7
Education
Studio Jewelers Ltd 2012 — 2013
Fashion Jewelry designs
Far Eastern University
BA Mass Communications, Broadcasting and Journalism
New York University
Meeting Management, Meeting and Event Planning
Jaison Medina's Citi Smith Barney Experience October 2008 - July 2012
Job Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2012 - Present
Citi Smith Barney October 2008 - July 2012
United Building Maintenance Group, Inc. March 2008 - October 2008
Skills
Equities, Fixed Income, Account Reconciliation, Middle Office, Mutual Funds, Bloomberg, Options, Equity Trading, Settlement, Asset Allocation, Back Office, Bloomberg Terminal, Hedge Funds, Derivatives, Series 99, Customer Satisfaction, Wealth Management, Investments, Asset Management, Financial Services, DTC, Microsoft Office, Municipal Bonds, Bilingual-English/Spanis..., FINRA, Straight Through..., FICC
Education
University of Phoenix 2010 — 2013
Bachelor of Science (B.S.), Business/Finance
Axia College 2008 — 2010
Associate of Arts (A.A.) Financial Services
City University of New York City College 2005 — 2007
Mechanical Engineering
Morgan Stanley Wealth Management 2012 - Present
Citi Smith Barney October 2008 - July 2012
United Building Maintenance Group, Inc. March 2008 - October 2008
Skills
Equities, Fixed Income, Account Reconciliation, Middle Office, Mutual Funds, Bloomberg, Options, Equity Trading, Settlement, Asset Allocation, Back Office, Bloomberg Terminal, Hedge Funds, Derivatives, Series 99, Customer Satisfaction, Wealth Management, Investments, Asset Management, Financial Services, DTC, Microsoft Office, Municipal Bonds, Bilingual-English/Spanis..., FINRA, Straight Through..., FICC
Education
University of Phoenix 2010 — 2013
Bachelor of Science (B.S.), Business/Finance
Axia College 2008 — 2010
Associate of Arts (A.A.) Financial Services
City University of New York City College 2005 — 2007
Mechanical Engineering
Lauren Beckman Lauren Beckman's Citi Smith Barney Experience March 2006 - December 2007
Job Procurement and SAP Professional
Industry Financial Services
Experience
Olsten Staffing - Syngenta Crop Protection July 2010 - May 2012
candidate 2012 - 2012
Olsten Staffing - Ciba Specialty Chemicals October 2009 - February 2010
Temporary Resources, Inc. 2009 - 2010
TRC Staffing - Hanesbrands, Inc May 2008 - July 2009
Citi Smith Barney March 2006 - December 2007
Pitney Bowes Management Services September 2005 - February 2006
Skills
Outlook, Customer Service, Problem Solving, Word, Process Improvement, Excel, SAP, SAP Portal, EasyProcure, PowerPoint, Training & Development, Software Training, Administrative Support, Purchasing Processes, Business Travel
Education
East Carolina University
Business Administration & General Studies
Forsyth Tech Community College
International Relations
High Point University: High
Business Administration International focus
Olsten Staffing - Syngenta Crop Protection July 2010 - May 2012
candidate 2012 - 2012
Olsten Staffing - Ciba Specialty Chemicals October 2009 - February 2010
Temporary Resources, Inc. 2009 - 2010
TRC Staffing - Hanesbrands, Inc May 2008 - July 2009
Citi Smith Barney March 2006 - December 2007
Pitney Bowes Management Services September 2005 - February 2006
Skills
Outlook, Customer Service, Problem Solving, Word, Process Improvement, Excel, SAP, SAP Portal, EasyProcure, PowerPoint, Training & Development, Software Training, Administrative Support, Purchasing Processes, Business Travel
Education
East Carolina University
Business Administration & General Studies
Forsyth Tech Community College
International Relations
High Point University: High
Business Administration International focus
Konrad Kopczynski Konrad Kopczynski's Citi Smith Barney Experience May 2008 - August 2008
Job Expert in Effectiveness
Industry Management Consulting
Experience
impakt labs August 2012 - Present
Fitzgerald Analytics, Inc. December 2013 - Present
Fitzgerald Analytics, Inc. November 2012 - December 2013
Fitzgerald Analytics, Inc. November 2011 - November 2012
AMELION, Corp. May 2010 - September 2012
The GW Global Media Institute September 2009 - December 2010
The Saturday Delivery March 2009 - March 2010
Citi Smith Barney May 2008 - August 2008
Skills
Process Improvement, Complexity Reduction, Public Relations, Economics, Strategic Planning, Business Strategy, Strategic Thinking, Analytics, Entrepreneurship, Product Development, Start-ups, Strategy, Management Consulting, Strategic Partnerships, Product Management, Business Planning, Consulting, Finance, Marketing Strategy, Financial Analysis, Financial Modeling, Competitive Analysis, Program Management, Data Analysis, Analysis, Business Development
Education
The George Washington University 2007 — 2010
BS, Economics, Entrepreneurship and Management
Manhattan Center for Science and Mathematics 2005 — 2007
Choate Rosemary Hall 2004 — 2005
The Buckley School 1994 — 2004
impakt labs August 2012 - Present
Fitzgerald Analytics, Inc. December 2013 - Present
Fitzgerald Analytics, Inc. November 2012 - December 2013
Fitzgerald Analytics, Inc. November 2011 - November 2012
AMELION, Corp. May 2010 - September 2012
The GW Global Media Institute September 2009 - December 2010
The Saturday Delivery March 2009 - March 2010
Citi Smith Barney May 2008 - August 2008
Skills
Process Improvement, Complexity Reduction, Public Relations, Economics, Strategic Planning, Business Strategy, Strategic Thinking, Analytics, Entrepreneurship, Product Development, Start-ups, Strategy, Management Consulting, Strategic Partnerships, Product Management, Business Planning, Consulting, Finance, Marketing Strategy, Financial Analysis, Financial Modeling, Competitive Analysis, Program Management, Data Analysis, Analysis, Business Development
Education
The George Washington University 2007 — 2010
BS, Economics, Entrepreneurship and Management
Manhattan Center for Science and Mathematics 2005 — 2007
Choate Rosemary Hall 2004 — 2005
The Buckley School 1994 — 2004
Christine Kelleher-Guerrero's Citi Smith Barney Experience January 2006 - March 2007
Job Director Head of Marketing Review at Barclays Wealth
Industry Financial Services
Experience
Barclays December 2011 - Present
Morgan Stanley Smith Barney November 2009 - December 2011
MSSB / Citi Smith Barney March 2007 - November 2009
Citi Smith Barney January 2006 - March 2007
Citi Smith Barney August 2005 - January 2006
TIAA-CREF November 2003 - August 2005
TIAA-CREF November 1996 - November 2003
Christian Brothers Investment Services 1990 - 1996
Integrated Resources Inc. 1987 - 1989
Brooks, Weinger, Robbins, and Leeds 1984 - 1987
Skills
Leadership, Marketing, Investments, Market Research, Strategy, Management, Project Management, Marketing Strategy, Strategic Planning, Mutual Funds, Series 63, Training, Wealth Management, Direct Marketing, Series 7, Financial Analysis
Education
City University of New York-Baruch College 1980 — 1984
BBA, Finance/Investments
Barclays December 2011 - Present
Morgan Stanley Smith Barney November 2009 - December 2011
MSSB / Citi Smith Barney March 2007 - November 2009
Citi Smith Barney January 2006 - March 2007
Citi Smith Barney August 2005 - January 2006
TIAA-CREF November 2003 - August 2005
TIAA-CREF November 1996 - November 2003
Christian Brothers Investment Services 1990 - 1996
Integrated Resources Inc. 1987 - 1989
Brooks, Weinger, Robbins, and Leeds 1984 - 1987
Skills
Leadership, Marketing, Investments, Market Research, Strategy, Management, Project Management, Marketing Strategy, Strategic Planning, Mutual Funds, Series 63, Training, Wealth Management, Direct Marketing, Series 7, Financial Analysis
Education
City University of New York-Baruch College 1980 — 1984
BBA, Finance/Investments
Richard Rothschild Richard Rothschild's Citi Smith Barney Experience September 1985 - February 2009
Job Senior Vice President Investments at The BRW Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Citi Smith Barney September 1985 - February 2009
Skills
Investments, Asset Allocation, Wealth Preservation..., Multi-generational..., Retirement Planning, Risk Management, Fixed Income Strategies, Business Owner Planning, Financial Advisory, Insurance, 401k Rollovers
Education
Bucknell University 1974 — 1978
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors February 2009 - Present
Citi Smith Barney September 1985 - February 2009
Skills
Investments, Asset Allocation, Wealth Preservation..., Multi-generational..., Retirement Planning, Risk Management, Fixed Income Strategies, Business Owner Planning, Financial Advisory, Insurance, 401k Rollovers
Education
Bucknell University 1974 — 1978
Bachelor of Arts (B.A.), Economics
Daniel Feuer, CFA's Citi Smith Barney Experience June 2007 - August 2007
Job Senior Consultant, Strategy Development at Deloitte
Industry Management Consulting
Experience
Deloitte July 2014 - Present
BlueStar Global Investors LLC October 2013 - April 2014
Columbia Business School September 2013 - December 2013
Deloitte May 2013 - August 2013
SOL Capital Management Company July 2010 - June 2012
SOL Capital Management Company October 2009 - July 2010
SOL Capital Management Company June 2008 - October 2009
Brandeis University September 2006 - May 2008
Citi Smith Barney June 2007 - August 2007
Rabin, Sheves, Lipkin-Shahak and Birger Inc June 2006 - August 2006
Skills
Investments, Financial Modeling, Business Strategy, Strategy, Bloomberg, Research, Microsoft Excel, Portfolio Management, Valuation, Team Leadership, Capital Markets, Competitive Analysis, Equity Research, Economics, Microsoft Office, PowerPoint, Fixed Income, Equities, Asset Management, Equity Valuation, Data Analysis, Wealth Management, Quantitative Analytics, Financial Analysis, Bloomberg Terminal, Excel, Word, Quantitative Analysis, Finance, Statistics
Education
Columbia Business School 2012 — 2014
MBA
Brandeis University 2004 — 2008
B.A, Economics
University of Melbourne 2007 — 2007
Semester Abroad, Economics
Deloitte July 2014 - Present
BlueStar Global Investors LLC October 2013 - April 2014
Columbia Business School September 2013 - December 2013
Deloitte May 2013 - August 2013
SOL Capital Management Company July 2010 - June 2012
SOL Capital Management Company October 2009 - July 2010
SOL Capital Management Company June 2008 - October 2009
Brandeis University September 2006 - May 2008
Citi Smith Barney June 2007 - August 2007
Rabin, Sheves, Lipkin-Shahak and Birger Inc June 2006 - August 2006
Skills
Investments, Financial Modeling, Business Strategy, Strategy, Bloomberg, Research, Microsoft Excel, Portfolio Management, Valuation, Team Leadership, Capital Markets, Competitive Analysis, Equity Research, Economics, Microsoft Office, PowerPoint, Fixed Income, Equities, Asset Management, Equity Valuation, Data Analysis, Wealth Management, Quantitative Analytics, Financial Analysis, Bloomberg Terminal, Excel, Word, Quantitative Analysis, Finance, Statistics
Education
Columbia Business School 2012 — 2014
MBA
Brandeis University 2004 — 2008
B.A, Economics
University of Melbourne 2007 — 2007
Semester Abroad, Economics
Stephen Fanto Stephen Fanto's Citi Smith Barney Experience 2006 - 2008
Job Homeless Outreach at Urban Pathways
Industry Nonprofit Organization Management
Experience
Urban Pathways 2012 - Present
Youth Service Opportunity Program 2009 - Present
Saint Joseph's Soup Kitchen 1994 - Present
Holy Apostles Soup Kitchen June 2009 - December 2011
Citi Smith Barney 2006 - 2008
Trilogy Advisors 2004 - 2006
Smith Barney Consulting Group 1995 - 2004
Skills
Investments, Non-profits, Banking, Budgeting, Customer Relations, Leadership, Psychotherapy, Customer Service, Volunteer Management, Nonprofits, Management, Sales, Budgets, Community Outreach, Fundraising, Finance, Microsoft Excel, Grants, Public Speaking, Program Development
Education
City University of New York-Hunter College 2014 — 2015
Master's degree, Social Work
Northeastern University 1985 — 1989
BS, Finance
Urban Pathways 2012 - Present
Youth Service Opportunity Program 2009 - Present
Saint Joseph's Soup Kitchen 1994 - Present
Holy Apostles Soup Kitchen June 2009 - December 2011
Citi Smith Barney 2006 - 2008
Trilogy Advisors 2004 - 2006
Smith Barney Consulting Group 1995 - 2004
Skills
Investments, Non-profits, Banking, Budgeting, Customer Relations, Leadership, Psychotherapy, Customer Service, Volunteer Management, Nonprofits, Management, Sales, Budgets, Community Outreach, Fundraising, Finance, Microsoft Excel, Grants, Public Speaking, Program Development
Education
City University of New York-Hunter College 2014 — 2015
Master's degree, Social Work
Northeastern University 1985 — 1989
BS, Finance
Barbara Kiger's Citi Smith Barney Experience January 2008 - February 2008
Job Accounts Receivable Coordinator at ResCare
Industry Hospital & Health Care
Experience
ResCare November 2009 - Present
ResCare October 2012 - December 2013
Wachovia January 2011 - April 2011
Citi Smith Barney January 2008 - February 2008
D.L. Davis & Company January 2007 - February 2007
Skills
Accounts Receivable, Payroll, Accounting, Analysis, Finance, Account Reconciliation
Education
Campbell University 2009 — 2010
Master of Business Administration (MBA), Finance Concentration, Cum Laude
Salem College 2005 — 2009
Bachelor of Arts, Business Administration with Finance Concentration, Minors in Economics and Spanish, Summa Cum Laude
ResCare November 2009 - Present
ResCare October 2012 - December 2013
Wachovia January 2011 - April 2011
Citi Smith Barney January 2008 - February 2008
D.L. Davis & Company January 2007 - February 2007
Skills
Accounts Receivable, Payroll, Accounting, Analysis, Finance, Account Reconciliation
Education
Campbell University 2009 — 2010
Master of Business Administration (MBA), Finance Concentration, Cum Laude
Salem College 2005 — 2009
Bachelor of Arts, Business Administration with Finance Concentration, Minors in Economics and Spanish, Summa Cum Laude
Brandon Liebman Brandon Liebman's Citi Smith Barney Experience June 2008 - August 2008
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley & Co June 2010 - November 2012
Binghamton University August 2006 - May 2010
Morgan Stanley & Co June 2009 - August 2009
Citi-Smith Barney June 2008 - August 2008
Federated Payments June 2007 - August 2007
Skills
Microsoft Office, Telephone Skills, Business Meetings, Investments, Financial Services, Microsoft Excel, PowerPoint, Microsoft Word, Access, Mutual Funds, Financial Analysis, Outlook, Securities, Facebook, Series 7, Hedge Funds
Education
SUNY Binghamton 2006 — 2010
Management with concentration in Finance, Finance
Charles University in Prague 2009 — 2009
Bachelor's Degree, International Finance
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley & Co June 2010 - November 2012
Binghamton University August 2006 - May 2010
Morgan Stanley & Co June 2009 - August 2009
Citi-Smith Barney June 2008 - August 2008
Federated Payments June 2007 - August 2007
Skills
Microsoft Office, Telephone Skills, Business Meetings, Investments, Financial Services, Microsoft Excel, PowerPoint, Microsoft Word, Access, Mutual Funds, Financial Analysis, Outlook, Securities, Facebook, Series 7, Hedge Funds
Education
SUNY Binghamton 2006 — 2010
Management with concentration in Finance, Finance
Charles University in Prague 2009 — 2009
Bachelor's Degree, International Finance
Jason Biondo's Citi Smith Barney Experience September 2008 - December 2008
Job User Interface Developer Consultant at Hertz
Industry Venture Capital & Private Equity
Experience
Trekeffect September 2012 - Present
Hertz July 2012 - Present
University of Connecticut April 2012 - June 2012
PitchBIG November 2010 - May 2012
JobTarget February 2011 - April 2012
JobTarget November 2010 - February 2011
FundingPost & ARC Angel Fund August 2010 - September 2010
Citi Smith Barney September 2008 - December 2008
Skills
Web Development, PHP, HTML + CSS, User Experience, User Interface Design, jQuery, JavaScript, Web Analytics, MySQL, SEO, Backbone.js, HTML 5, HTML, Entrepreneurship, Marketing, AJAX, User Interface, Front-end, Web Applications, Start-ups, XHTML, Management, CSS, XML, SDLC, CMS, Databases, Web 2.0
Education
University of Hartford 2009 — 2010
Masters in Business Administration, Finance
Endicott College 2007 — 2009
B.S., Financial Management
Trekeffect September 2012 - Present
Hertz July 2012 - Present
University of Connecticut April 2012 - June 2012
PitchBIG November 2010 - May 2012
JobTarget February 2011 - April 2012
JobTarget November 2010 - February 2011
FundingPost & ARC Angel Fund August 2010 - September 2010
Citi Smith Barney September 2008 - December 2008
Skills
Web Development, PHP, HTML + CSS, User Experience, User Interface Design, jQuery, JavaScript, Web Analytics, MySQL, SEO, Backbone.js, HTML 5, HTML, Entrepreneurship, Marketing, AJAX, User Interface, Front-end, Web Applications, Start-ups, XHTML, Management, CSS, XML, SDLC, CMS, Databases, Web 2.0
Education
University of Hartford 2009 — 2010
Masters in Business Administration, Finance
Endicott College 2007 — 2009
B.S., Financial Management
Scheuster Christie Scheuster Christie's Citi Smith Barney Experience September 2009 - January 2010
Job EVMS Analyst
Industry Aviation & Aerospace
Experience
Quest Global January 2012 - Present
C&I Energy Solutions LLC November 2010 - December 2011
Citi Smith Barney September 2009 - January 2010
Skills
Excel, Word, PowerPoint, Microsoft Office, Outlook, Data Analysis, Research, Microsoft Excel, Microsoft Word, Finance, Sales, Financial Analysis, Analysis, Customer Service, Event Planning, Management, Market Research, Risk Management, Marketing
Education
Fordham University 2006 — 2010
Bachelor of Science (B.S.), Finance
East Catholic High School 2002 — 2006
Quest Global January 2012 - Present
C&I Energy Solutions LLC November 2010 - December 2011
Citi Smith Barney September 2009 - January 2010
Skills
Excel, Word, PowerPoint, Microsoft Office, Outlook, Data Analysis, Research, Microsoft Excel, Microsoft Word, Finance, Sales, Financial Analysis, Analysis, Customer Service, Event Planning, Management, Market Research, Risk Management, Marketing
Education
Fordham University 2006 — 2010
Bachelor of Science (B.S.), Finance
East Catholic High School 2002 — 2006
Bob Matthews Bob Matthews's Citi Smith Barney Experience August 2004 - September 2006
Job Chief Executive Officer at Fieldpoint Private Bank and Trust
Industry Financial Services
Experience
Fieldpoint Private Bank and Trust June 2010 - Present
Tay-bandz 2003 - 2013
Aquiline Capital Partners January 2009 - June 2010
Citigroup Global Wealth Management October 2006 - July 2008
Citi Smith Barney August 2004 - September 2006
Smith Barney October 1983 - August 2004
Skills
Financial Services, Loans, Investments, Wealth Management, Strategic Financial..., Hedge Funds, Wealth Management..., Private Equity, Private Banking, Branch Banking, Wealth, Finance, Retirement Planning, Series 63, Capital, Series 7, Financial Advisory, Fixed Income, Portfolio Management, Alternative Investments, Financial Analysis, Investment Advisory, Financial Modeling, Management, Capital Markets, Financial Planning, Asset Allocation, Equities, Mutual Funds, Securities, Leadership, Investment Banking, Asset Management, Family Office
Education
Franklin & Marshall College 1977 — 1981
AB, Engilsh/Economics
Fieldpoint Private Bank and Trust June 2010 - Present
Tay-bandz 2003 - 2013
Aquiline Capital Partners January 2009 - June 2010
Citigroup Global Wealth Management October 2006 - July 2008
Citi Smith Barney August 2004 - September 2006
Smith Barney October 1983 - August 2004
Skills
Financial Services, Loans, Investments, Wealth Management, Strategic Financial..., Hedge Funds, Wealth Management..., Private Equity, Private Banking, Branch Banking, Wealth, Finance, Retirement Planning, Series 63, Capital, Series 7, Financial Advisory, Fixed Income, Portfolio Management, Alternative Investments, Financial Analysis, Investment Advisory, Financial Modeling, Management, Capital Markets, Financial Planning, Asset Allocation, Equities, Mutual Funds, Securities, Leadership, Investment Banking, Asset Management, Family Office
Education
Franklin & Marshall College 1977 — 1981
AB, Engilsh/Economics
Ruth Rivera Ruth Rivera's Citi Smith Barney Experience September 2006 - May 2007
Job Experienced Brand Strategist
Industry Marketing and Advertising
Experience
OgilvyRED at Ogilvy & Mather December 2013 - Present
Marketing & Innovation Agencies September 2013 - February 2014
LIPMAN January 2013 - December 2013
Interbrand August 2010 - December 2012
Interbrand August 2008 - August 2010
Interbrand August 2007 - August 2008
Citi - Smith Barney September 2006 - May 2007
Eda Kalkay Public Relations September 2005 - January 2006
Skills
Strategy, Strategic Consulting, Positioning, Competitive Analysis, Brand Management, Organizational Diagnosis, Brand Architecture, Change Management, Customer Insight, Management Consulting, Segmentation, Customer Experience, Financial Services, Digital Marketing, Foreign Languages, Public Relations, Integrated Marketing, Leadership, Brand Development, Digital Strategy, Corporate Branding, Marketing
Education
Columbia University in the City of New York 2003 — 2007
BA, East Asian Studies, Economics
OgilvyRED at Ogilvy & Mather December 2013 - Present
Marketing & Innovation Agencies September 2013 - February 2014
LIPMAN January 2013 - December 2013
Interbrand August 2010 - December 2012
Interbrand August 2008 - August 2010
Interbrand August 2007 - August 2008
Citi - Smith Barney September 2006 - May 2007
Eda Kalkay Public Relations September 2005 - January 2006
Skills
Strategy, Strategic Consulting, Positioning, Competitive Analysis, Brand Management, Organizational Diagnosis, Brand Architecture, Change Management, Customer Insight, Management Consulting, Segmentation, Customer Experience, Financial Services, Digital Marketing, Foreign Languages, Public Relations, Integrated Marketing, Leadership, Brand Development, Digital Strategy, Corporate Branding, Marketing
Education
Columbia University in the City of New York 2003 — 2007
BA, East Asian Studies, Economics
Richard A. McKusick CFP®,AIF® Richard A. McKusick CFP®,AIF®'s Citi Smith Barney Experience 2006 - 2009
Job Financial Services Executive Certified Financial Planner/ Private Investor
Industry Investment Management
Experience
Citi Wealth Management 2009 - June 2013
Citi Smith Barney 2006 - 2009
WM Financial Services 1998 - 2005
Griffin Financial Services 1991 - 1998
Skills
Series 7, Series 24, Series 63, Investments, Equities, Financial Advisory, Wealth Management, Portfolio Management, Retirement Planning, Certified Financial..., Securities, Asset Allocation, Investment Advisory, Mutual Funds, Strategic Financial..., Fixed Annuities, Series 6, Financial Services, Investment Management, Uniform Combined State..., Investment Strategies, 401k, Asset Management, Retirement, Banking, Insurance, Fixed Income, FINRA, Relationship Management, Wealth Management..., Hedge Funds, Finance, Series 65, ETFs, Bonds, Private Banking, High Net Worth...
Education
California State University-Los Angeles 1971 — 1975
BA, Psychology
Denver College of Financial Planning
CFP designation, Financial Planning
Citi Wealth Management 2009 - June 2013
Citi Smith Barney 2006 - 2009
WM Financial Services 1998 - 2005
Griffin Financial Services 1991 - 1998
Skills
Series 7, Series 24, Series 63, Investments, Equities, Financial Advisory, Wealth Management, Portfolio Management, Retirement Planning, Certified Financial..., Securities, Asset Allocation, Investment Advisory, Mutual Funds, Strategic Financial..., Fixed Annuities, Series 6, Financial Services, Investment Management, Uniform Combined State..., Investment Strategies, 401k, Asset Management, Retirement, Banking, Insurance, Fixed Income, FINRA, Relationship Management, Wealth Management..., Hedge Funds, Finance, Series 65, ETFs, Bonds, Private Banking, High Net Worth...
Education
California State University-Los Angeles 1971 — 1975
BA, Psychology
Denver College of Financial Planning
CFP designation, Financial Planning
James E. Salter's Citi Smith Barney Experience March 2007 - June 2009
Job COO, Founder Blossom Wealth Management, Partner at Blossom Ventures
Industry Financial Services
Experience
Blossom Ventures 2012 - Present
Blossom Wealth Management June 2009 - Present
Dominican University of California June 2011 - Present
Dominican University of California January 2009 - January 2012
Citi Smith Barney March 2007 - June 2009
Quest Capital Management December 2006 - March 2007
www.SalterQuest.com March 2001 - March 2007
Springboard Consulting Inc. June 1999 - February 2007
Dominican University of CA June 1997 - December 2003
Law Office of Renee M. Marcelle 1999 - 2000
Skills
Series 79, Series 7,..., Strategy, Non-profits, Entrepreneurship, Leadership, Series 7, Strategic Planning, Series 63, Strategic Financial..., Financial Services, Leadership Development, Start-ups, Series 65, Public Speaking, Investments, Social Networking, Market Research, Project Planning, Investment Management, Social Media Marketing, Retirement Planning, Program Management, Public Relations, Mergers, Risk Management, Portfolio Management, Team Building, Microsoft Office, Business Development, Financial Advisory, Event Planning, Management Consulting, Research, Spanish, Project Management, Fundraising, Marketing Strategy, Business Strategy, Finance, Financial Analysis, Social Media, Sales, Wealth Management, Marketing
Education
College for Financial Planning 2006 — 2007
Dominican University of California 2001 — 2004
MBA, Global Strategic Management
La Herradura Language Institute 2001 — 2002
Certificate of Completion, Spanish
Dominican University of California 1997 — 2001
BA, International Business
Blossom Ventures 2012 - Present
Blossom Wealth Management June 2009 - Present
Dominican University of California June 2011 - Present
Dominican University of California January 2009 - January 2012
Citi Smith Barney March 2007 - June 2009
Quest Capital Management December 2006 - March 2007
www.SalterQuest.com March 2001 - March 2007
Springboard Consulting Inc. June 1999 - February 2007
Dominican University of CA June 1997 - December 2003
Law Office of Renee M. Marcelle 1999 - 2000
Skills
Series 79, Series 7,..., Strategy, Non-profits, Entrepreneurship, Leadership, Series 7, Strategic Planning, Series 63, Strategic Financial..., Financial Services, Leadership Development, Start-ups, Series 65, Public Speaking, Investments, Social Networking, Market Research, Project Planning, Investment Management, Social Media Marketing, Retirement Planning, Program Management, Public Relations, Mergers, Risk Management, Portfolio Management, Team Building, Microsoft Office, Business Development, Financial Advisory, Event Planning, Management Consulting, Research, Spanish, Project Management, Fundraising, Marketing Strategy, Business Strategy, Finance, Financial Analysis, Social Media, Sales, Wealth Management, Marketing
Education
College for Financial Planning 2006 — 2007
Dominican University of California 2001 — 2004
MBA, Global Strategic Management
La Herradura Language Institute 2001 — 2002
Certificate of Completion, Spanish
Dominican University of California 1997 — 2001
BA, International Business
Estefania Chuecos Estefania Chuecos's Citi Smith Barney Experience September 2007 - December 2007
Job Offshore Client Advisor
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management January 2012 - Present
JPMorgan Chase September 2010 - January 2012
Morgan Stanley Smith Barney February 2008 - September 2010
Citi Smith Barney September 2007 - December 2007
Education
Academy of Healing Nutrition 2013 — 2014
Holistic Health Coach, Foods, Nutrition, and Wellness Studies, General
Florida International University 2004 — 2007
Bachelor of Business Administration, Finance
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management January 2012 - Present
JPMorgan Chase September 2010 - January 2012
Morgan Stanley Smith Barney February 2008 - September 2010
Citi Smith Barney September 2007 - December 2007
Education
Academy of Healing Nutrition 2013 — 2014
Holistic Health Coach, Foods, Nutrition, and Wellness Studies, General
Florida International University 2004 — 2007
Bachelor of Business Administration, Finance
Seth Traum's Citi Smith Barney Experience July 2003 - July 2007
Job Partner at Vivaldi Partners Group
Industry Marketing and Advertising
Experience
Vivaldi Partners Group June 2014 - Present
BAV Consulting May 2008 - May 2014
Citi July 2007 - May 2008
Citi Smith Barney July 2003 - July 2007
DLJdirect / CSFBdirect / HARRISdirect 2000 - 2003
GE Capital Structured Finance Group June 1999 - August 1999
Price Waterhouse August 1995 - July 1998
Skills
Marketing Strategy, Business Strategy, Competitive Analysis, Strategic Planning, New Business Development, Sales, Strategy, Product Development, Business Planning, Segmentation, Customer Insight, Analytics, Marketing Management, Product Management, Business Development, Brand Management, Marketing, B2B, Leadership, Management, Mergers & Acquisitions, Pricing, Analysis, Market Research, Marketing Research
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Marketing & Finance
Cornell University 1991 — 1995
BS, Civil Engineering
Montclair Kimberley Academy 1987 — 1991
Vivaldi Partners Group June 2014 - Present
BAV Consulting May 2008 - May 2014
Citi July 2007 - May 2008
Citi Smith Barney July 2003 - July 2007
DLJdirect / CSFBdirect / HARRISdirect 2000 - 2003
GE Capital Structured Finance Group June 1999 - August 1999
Price Waterhouse August 1995 - July 1998
Skills
Marketing Strategy, Business Strategy, Competitive Analysis, Strategic Planning, New Business Development, Sales, Strategy, Product Development, Business Planning, Segmentation, Customer Insight, Analytics, Marketing Management, Product Management, Business Development, Brand Management, Marketing, B2B, Leadership, Management, Mergers & Acquisitions, Pricing, Analysis, Market Research, Marketing Research
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Marketing & Finance
Cornell University 1991 — 1995
BS, Civil Engineering
Montclair Kimberley Academy 1987 — 1991
Andrew Napp Andrew Napp's Citi Smith Barney Experience 2006 - 2009
Job Head of Product Marketing at HSBC Retail Banking and Wealth Management for North America
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management 2014 - Present
Morgan Stanley Wealth Management 2011 - 2014
Morgan Stanley Smith Barney 2009 - 2011
Citi Smith Barney 2006 - 2009
American Express May 2004 - May 2006
American Express January 2000 - May 2004
American Express August 1997 - January 2000
American Express June 1996 - August 1997
American Express September 1993 - June 1996
Skills
Segmentation, Product Management, Credit Cards, Loyalty Programs, Product Development, Cards, Multi-channel Marketing, Loyalty Marketing, P&L Management, Strategic Partnerships, Customer Experience, Retail Banking, Payments, Strategy Development, Direct Marketing, Marketing Strategy, Marketing Communications, Customer Acquisition, Market Research, Strategy
Education
Cornell University
BS
New York University - Leonard N. Stern School of Business
MBA
HSBC Retail Banking and Wealth Management 2014 - Present
Morgan Stanley Wealth Management 2011 - 2014
Morgan Stanley Smith Barney 2009 - 2011
Citi Smith Barney 2006 - 2009
American Express May 2004 - May 2006
American Express January 2000 - May 2004
American Express August 1997 - January 2000
American Express June 1996 - August 1997
American Express September 1993 - June 1996
Skills
Segmentation, Product Management, Credit Cards, Loyalty Programs, Product Development, Cards, Multi-channel Marketing, Loyalty Marketing, P&L Management, Strategic Partnerships, Customer Experience, Retail Banking, Payments, Strategy Development, Direct Marketing, Marketing Strategy, Marketing Communications, Customer Acquisition, Market Research, Strategy
Education
Cornell University
BS
New York University - Leonard N. Stern School of Business
MBA
Travis Newberg Travis Newberg's Citi Smith Barney Experience June 2006 - August 2007
Job Director of Strategy at Citizens Bank
Industry Financial Services
Experience
Citizens Bank April 2015 - Present
Citi February 2014 - March 2015
Citi July 2012 - February 2014
JPMorgan Chase September 2010 - June 2012
JPMorgan Chase September 2008 - September 2010
Citi Smith Barney June 2006 - August 2007
Skills
Global Strategy, Business Strategy, Strategy, Retail Banking, Financial Services, Financial Analysis, Financial Modeling, Analytics, Investments, Analysis, Banking, Digital Strategy, Mutual Funds, Segmentation, Customer Experience, Competitive Analysis, Strategic Financial...
Education
Carnegie Mellon University 2004 — 2008
Bachelor of Science, Policy and Management
Citizens Bank April 2015 - Present
Citi February 2014 - March 2015
Citi July 2012 - February 2014
JPMorgan Chase September 2010 - June 2012
JPMorgan Chase September 2008 - September 2010
Citi Smith Barney June 2006 - August 2007
Skills
Global Strategy, Business Strategy, Strategy, Retail Banking, Financial Services, Financial Analysis, Financial Modeling, Analytics, Investments, Analysis, Banking, Digital Strategy, Mutual Funds, Segmentation, Customer Experience, Competitive Analysis, Strategic Financial...
Education
Carnegie Mellon University 2004 — 2008
Bachelor of Science, Policy and Management
Sean Priebe's Citi Smith Barney Experience 2006 - 2009
Job Certified Financial Planner™ at Raymond James Financial Services located at Citizens National Bank 6258 US Highway 98
Industry Investment Management
Experience
Raymond James Financial Services located at Citizens National Bank April 2009 - Present
Citi Smith Barney 2006 - 2009
Legg Mason 2002 - 2006
Skills
Personal Financial..., Retirement Planning, Investments, Asset Allocation, Qualified Retirement..., 401k Rollovers, Life Insurance, College Education..., Personal Budgeting, Financial Goals, Mutual Funds, ETFs, Municipal Bonds, Variable Annuities, Equity Indexed Annuities
Education
Arkansas State University
Bachelor's degree, Sales and Managment
Little Rock Central High School
Central Arkansas Christian
Raymond James Financial Services located at Citizens National Bank April 2009 - Present
Citi Smith Barney 2006 - 2009
Legg Mason 2002 - 2006
Skills
Personal Financial..., Retirement Planning, Investments, Asset Allocation, Qualified Retirement..., 401k Rollovers, Life Insurance, College Education..., Personal Budgeting, Financial Goals, Mutual Funds, ETFs, Municipal Bonds, Variable Annuities, Equity Indexed Annuities
Education
Arkansas State University
Bachelor's degree, Sales and Managment
Little Rock Central High School
Central Arkansas Christian
Michelle Dolan-Grosso Michelle Dolan-Grosso's Citi Smith Barney Experience September 2007 - January 2010
Job Executive Administrator for Gary Kaminsky, Vice Chairman of Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley Smith Barney February 2010 - May 2013
Citi Smith Barney September 2007 - January 2010
Education
Binghamton University
Morgan Stanley June 2013 - Present
Morgan Stanley Smith Barney February 2010 - May 2013
Citi Smith Barney September 2007 - January 2010
Education
Binghamton University
Karen A. Simpson penis Karen A. Simpson penis's Citi Smith Barney Experience August 2008 — May 2009
Job Manager in FA Compensation, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 — Present
Morgan Stanley Wealth Management June 2009 — December 2012
Citi Smith Barney August 2008 — May 2009
Citi March 2004 — July 2008
Skills
Financial Advisory, Finance, Financial Modeling, Banking, Investments, Portfolio Management, Risk Management, Financial Planning
Education
City University of New York-College of Staten Island 1975 — 1988
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Morgan Stanley Wealth Management January 2013 — Present
Morgan Stanley Wealth Management June 2009 — December 2012
Citi Smith Barney August 2008 — May 2009
Citi March 2004 — July 2008
Skills
Financial Advisory, Finance, Financial Modeling, Banking, Investments, Portfolio Management, Risk Management, Financial Planning
Education
City University of New York-College of Staten Island 1975 — 1988
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Peter Kristensson Peter Kristensson's Citi Smith Barney Experience February 2007 - January 2009
Job SVP National Accounts & Managing DirectorSan Francisco Speakeasy Inc.
Industry Professional Training & Coaching
Experience
Speakeasy Inc. February 2014 - Present
Aurora Borealis Consulting Inc. January 2005 - February 2014
Chef Works Hong Kong-Macau January 2009 - December 2011
citi Smith Barney February 2007 - January 2009
Hop Lun USA October 2002 - January 2005
Hop Lun Europe August 2001 - October 2002
Radisson SAS Royal Hotel 1992 - 1995
Skills
Sales Management, New Business Development, Marketing Strategy, Negotiation, Product Development, Team Building, Strategic Planning, Budgets, Event Management, Income Statement, Export, Business Strategy, Retail
Education
Cornell University 1987 — 1991
Bachelor of Science (B.S.), School of Hotel Administration
Texas A&M University-Commerce 2012 — 2014
Master of Business Administration (MBA), Marketing, 4.0 GPA
International School of Brussels 1980 — 1987
HS
Speakeasy Inc. February 2014 - Present
Aurora Borealis Consulting Inc. January 2005 - February 2014
Chef Works Hong Kong-Macau January 2009 - December 2011
citi Smith Barney February 2007 - January 2009
Hop Lun USA October 2002 - January 2005
Hop Lun Europe August 2001 - October 2002
Radisson SAS Royal Hotel 1992 - 1995
Skills
Sales Management, New Business Development, Marketing Strategy, Negotiation, Product Development, Team Building, Strategic Planning, Budgets, Event Management, Income Statement, Export, Business Strategy, Retail
Education
Cornell University 1987 — 1991
Bachelor of Science (B.S.), School of Hotel Administration
Texas A&M University-Commerce 2012 — 2014
Master of Business Administration (MBA), Marketing, 4.0 GPA
International School of Brussels 1980 — 1987
HS
Daniel W Spainhour's Citi Smith Barney Experience 2005 - 2009
Job Chartered Advisor in Philanthropy®, Account Executive at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2009 - Present
Morgan Stanley Smith Barney 2009 - August 2009
Citi Smith Barney 2005 - 2009
Legg Mason Wood Walker 1996 - 2005
Insteel Wire Products 1993 - 1996
Skills
Wealth Management, Retirement, Strategic Financial..., Retirement Planning, Series 7, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Series 65, Asset Allocation, Fixed Annuities, Investment Strategies, Series 63, Securities, Alternative Investments, Financial Advisory, Variable Annuities, Uniform Combined State..., FINRA, 401k, ETFs, Life Insurance
Education
Florida State University 1984 — 1988
Janney Montgomery Scott August 2009 - Present
Morgan Stanley Smith Barney 2009 - August 2009
Citi Smith Barney 2005 - 2009
Legg Mason Wood Walker 1996 - 2005
Insteel Wire Products 1993 - 1996
Skills
Wealth Management, Retirement, Strategic Financial..., Retirement Planning, Series 7, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Series 65, Asset Allocation, Fixed Annuities, Investment Strategies, Series 63, Securities, Alternative Investments, Financial Advisory, Variable Annuities, Uniform Combined State..., FINRA, 401k, ETFs, Life Insurance
Education
Florida State University 1984 — 1988
Robert Bresnahan, CFP®'s Citi Smith Barney Experience February 2006 - May 2009
Job Vice President, Financial Advisor at Merrill Lynch Investment Managers
Industry Investment Management
Experience
Merrill Lynch May 2009 - Present
Citi Smith Barney February 2006 - May 2009
Skills
Estate Planning, Portfolio Management, Retirement Planning, Wealth Management, Series 63, Retirement, IRAs, Fixed Annuities, Mutual Funds, Asset Allocation, Series 7
Education
Adelphi University 1984 — 1986
Certificate in Financial Planning
Merrill Lynch May 2009 - Present
Citi Smith Barney February 2006 - May 2009
Skills
Estate Planning, Portfolio Management, Retirement Planning, Wealth Management, Series 63, Retirement, IRAs, Fixed Annuities, Mutual Funds, Asset Allocation, Series 7
Education
Adelphi University 1984 — 1986
Certificate in Financial Planning
Michele Arbogast Michele Arbogast's Citi Smith Barney Experience January 2001 - December 2006
Job Vice President at Barclays Wealth & Investment Management in the Americas
Industry Financial Services
Experience
Barclays Wealth and Investment Management in the Americas July 2013 - Present
USAA April 2011 - May 2013
Women & Co./Citi January 2007 - April 2011
Citi Smith Barney January 2001 - December 2006
Smith Barney March 1995 - January 2001
Smith Barney June 1994 - March 1995
Merrill Lynch October 1989 - June 1994
Shearson American Express June 1985 - October 1989
Education
Dutchess Community College
Barclays Wealth and Investment Management in the Americas July 2013 - Present
USAA April 2011 - May 2013
Women & Co./Citi January 2007 - April 2011
Citi Smith Barney January 2001 - December 2006
Smith Barney March 1995 - January 2001
Smith Barney June 1994 - March 1995
Merrill Lynch October 1989 - June 1994
Shearson American Express June 1985 - October 1989
Education
Dutchess Community College
Brian Schwartz, JD Brian Schwartz, JD's Citi Smith Barney Experience October 2007 - April 2009
Job Financial Advisor at Financial West Group
Industry Financial Services
Experience
Financial West Group January 2013 - Present
Ameriprise Financial May 2009 - November 2012
Citi Smith Barney October 2007 - April 2009
Merrill Lynch August 2002 - September 2007
Morgan Stanley Smith Barney June 2001 - September 2002
Skills
Financial Planning, Investments, Insurance, Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Retirement Income..., Long Term Care, Saving for Education, Asset Allocation, Series 7, Wealth Preservation..., High Net Worth..., Mutual Funds, Retirement, IRA's, Annuities, Asset Management, 401k, Insurance Planning, Wealth Accumulation, Financial Advisory, Investment Strategies, Alternative Investments, Wealth Preservation, Bonds, 401k Rollovers, Strategic Financial..., Life Insurance
Education
University of La Verne Law School 1991 — 1995
J.D., Law
California State University-Northridge 1979 — 1984
B.S., Accounting
Financial West Group January 2013 - Present
Ameriprise Financial May 2009 - November 2012
Citi Smith Barney October 2007 - April 2009
Merrill Lynch August 2002 - September 2007
Morgan Stanley Smith Barney June 2001 - September 2002
Skills
Financial Planning, Investments, Insurance, Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Retirement Income..., Long Term Care, Saving for Education, Asset Allocation, Series 7, Wealth Preservation..., High Net Worth..., Mutual Funds, Retirement, IRA's, Annuities, Asset Management, 401k, Insurance Planning, Wealth Accumulation, Financial Advisory, Investment Strategies, Alternative Investments, Wealth Preservation, Bonds, 401k Rollovers, Strategic Financial..., Life Insurance
Education
University of La Verne Law School 1991 — 1995
J.D., Law
California State University-Northridge 1979 — 1984
B.S., Accounting
David Westcott David Westcott's Citi Smith Barney Experience June 2007 - June 2009
Job CEO and CMO at Westcott Associates Marketing & Media
Industry Financial Services
Experience
Dynasty Financial Partners February 2012 - Present
Westcott Associates Marketing & Media 2010 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney June 2007 - June 2009
Smith Barney May 2004 - May 2007
Salomon Smith Barney June 1996 - June 2004
Smith Barney July 1989 - June 1996
Reader's Digest June 1981 - June 1989
Skills
Strategy, Marketing, Strategic Communications, Financial Services, Equities, Editing, Event Management, Portfolio Management, Business Planning, Public Speaking, Management, Series 7, Broadcast, Program Management, Direct Marketing, Video, Corporate Communications, Marketing Communications, Television, Integrated Marketing, Training, Public Relations, Online Marketing, Marketing Strategy, Strategic Partnerships, Web Content, Digital Marketing, Entrepreneurship, Digital Media, Online Advertising, Content Strategy, Social Media Marketing, Digital Strategy, Internal Communications, Sales, Brand Development, Content Development, Investor Relations, Alternative Investments, Email Marketing, Advertising, Series 63, Interactive Marketing, ETFs, Wealth Management, Content Management, Asset Allocation, Lead Generation, Series 24, Content Marketing
Education
Emerson College 1980 — 1982
MA, Film & Communications
University of Maryland College Park 1975 — 1978
Bachelor of Science (BS), Journalism
Dynasty Financial Partners February 2012 - Present
Westcott Associates Marketing & Media 2010 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney June 2007 - June 2009
Smith Barney May 2004 - May 2007
Salomon Smith Barney June 1996 - June 2004
Smith Barney July 1989 - June 1996
Reader's Digest June 1981 - June 1989
Skills
Strategy, Marketing, Strategic Communications, Financial Services, Equities, Editing, Event Management, Portfolio Management, Business Planning, Public Speaking, Management, Series 7, Broadcast, Program Management, Direct Marketing, Video, Corporate Communications, Marketing Communications, Television, Integrated Marketing, Training, Public Relations, Online Marketing, Marketing Strategy, Strategic Partnerships, Web Content, Digital Marketing, Entrepreneurship, Digital Media, Online Advertising, Content Strategy, Social Media Marketing, Digital Strategy, Internal Communications, Sales, Brand Development, Content Development, Investor Relations, Alternative Investments, Email Marketing, Advertising, Series 63, Interactive Marketing, ETFs, Wealth Management, Content Management, Asset Allocation, Lead Generation, Series 24, Content Marketing
Education
Emerson College 1980 — 1982
MA, Film & Communications
University of Maryland College Park 1975 — 1978
Bachelor of Science (BS), Journalism
Jasper Yonker's Citi Smith Barney Experience May 2009 - June 2009
Job Senior Associate at Beacon Consulting Group
Industry Management Consulting
Experience
Beacon Consulting Group January 2015 - Present
Liberty Mutual Insurance April 2013 - January 2015
Liberty Mutual Insurance February 2012 - April 2013
EMC September 2010 - February 2012
EMC June 2010 - September 2010
Morgan Stanley Smith Barney July 2009 - August 2009
Citi Smith Barney May 2009 - June 2009
Skills
Microsoft Excel, Financial Modeling, Risk Management, Investments, Access, Forecasting, Data Analysis, Financial Analysis, Analysis, PowerPoint, Microstrategy, MicroStrategy Reporting, Business Intelligence, Strategic Planning, Microsoft Word, Management, Account Management, Marketing, SharePoint
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance; Minor Economics
Sarasota High School 2002 — 2006
Beacon Consulting Group January 2015 - Present
Liberty Mutual Insurance April 2013 - January 2015
Liberty Mutual Insurance February 2012 - April 2013
EMC September 2010 - February 2012
EMC June 2010 - September 2010
Morgan Stanley Smith Barney July 2009 - August 2009
Citi Smith Barney May 2009 - June 2009
Skills
Microsoft Excel, Financial Modeling, Risk Management, Investments, Access, Forecasting, Data Analysis, Financial Analysis, Analysis, PowerPoint, Microstrategy, MicroStrategy Reporting, Business Intelligence, Strategic Planning, Microsoft Word, Management, Account Management, Marketing, SharePoint
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance; Minor Economics
Sarasota High School 2002 — 2006
Josie Edmonds Josie Edmonds's Citi Smith Barney Experience 2003 - 2009
Job Registered Support Assistant at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc. March 2013 - Present
Platinum Broker Transition Services January 2012 - Present
Morgan Stanley Smith Barney April 1994 - January 2012
Morgan Stanley Smith Barney 2003 - 2012
Citi Smith Barney 2003 - 2009
UBS Financial Services January 2001 - January 2003
UBS 2001 - 2003
U.S. Army Reserve 1995 - 2003
Smith Barney January 1994 - January 2001
Skills
Bi-lingual, Series 7, 63, 9 & 10, Series 7, Hiring, Multilingual, Recruiting, Banking, Interviews, Human Resources, Accounts Payable, Payroll, Training, Office Management, Insurance
Education
United States Army Reserve 1994 — 2002
Legal Career Institute
Broward College
Ameriprise Financial Services Inc. March 2013 - Present
Platinum Broker Transition Services January 2012 - Present
Morgan Stanley Smith Barney April 1994 - January 2012
Morgan Stanley Smith Barney 2003 - 2012
Citi Smith Barney 2003 - 2009
UBS Financial Services January 2001 - January 2003
UBS 2001 - 2003
U.S. Army Reserve 1995 - 2003
Smith Barney January 1994 - January 2001
Skills
Bi-lingual, Series 7, 63, 9 & 10, Series 7, Hiring, Multilingual, Recruiting, Banking, Interviews, Human Resources, Accounts Payable, Payroll, Training, Office Management, Insurance
Education
United States Army Reserve 1994 — 2002
Legal Career Institute
Broward College
Brian Ashley's Citi Smith Barney Experience July 2008 - February 2010
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
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
Nicollette Lui Nicollette Lui's Citi Smith Barney Experience July 2007 - August 2007
Job Software Engineer at Etsy
Industry Computer Software
Experience
Etsy July 2015 - Present
Findery March 2014 - April 2015
Abt. SRBI September 2012 - September 2013
Abt. SRBI September 2011 - August 2012
National Park Service June 2011 - September 2011
Standard & Poor's July 2008 - August 2008
Citi Smith Barney July 2007 - August 2007
Skills
JavaScript, Ruby on Rails, CSS, HTML, SQL, Backbone.js, ruby, jQuery, Web Development, Git, ArcGIS, GPS, Data Analysis, Microsoft Office, Analysis, Communication, ArcGIS Server, Access Database, Web Mapping, SPSS, Ruby, PostgreSQL
Education
App Academy 2013 — 2014
Brooklyn College 2010 — 2012
Bachelor of Arts (B.A.), Environmental Studies
Baruch College 2009 — 2009
Business Administration and Management, General
Stony Brook University 2008 — 2009
Business Administration and Management, General
Fort Hamilton High School 2004 — 2008
Etsy July 2015 - Present
Findery March 2014 - April 2015
Abt. SRBI September 2012 - September 2013
Abt. SRBI September 2011 - August 2012
National Park Service June 2011 - September 2011
Standard & Poor's July 2008 - August 2008
Citi Smith Barney July 2007 - August 2007
Skills
JavaScript, Ruby on Rails, CSS, HTML, SQL, Backbone.js, ruby, jQuery, Web Development, Git, ArcGIS, GPS, Data Analysis, Microsoft Office, Analysis, Communication, ArcGIS Server, Access Database, Web Mapping, SPSS, Ruby, PostgreSQL
Education
App Academy 2013 — 2014
Brooklyn College 2010 — 2012
Bachelor of Arts (B.A.), Environmental Studies
Baruch College 2009 — 2009
Business Administration and Management, General
Stony Brook University 2008 — 2009
Business Administration and Management, General
Fort Hamilton High School 2004 — 2008
Pete Ledebuhr, CFP® Pete Ledebuhr, CFP®'s Citi Smith Barney Experience January 2003 - November 2009
Job Managing Principal at Ledebuhr Wealth Management, LLC
Industry Financial Services
Experience
Ledebuhr Wealth Management, LLC November 2009 - Present
Citi Smith Barney January 2003 - November 2009
UBS May 2000 - December 2002
Skills
Series 63, Asset Management, Finance, Investment Advisory, Retirement Planning, FINRA, Series 7, Securities, Asset Managment, Investments, Mutual Funds, Management
Education
Eastern Illinois University 1996 — 2000
Bachelor's degree - Business, Finance
Ledebuhr Wealth Management, LLC November 2009 - Present
Citi Smith Barney January 2003 - November 2009
UBS May 2000 - December 2002
Skills
Series 63, Asset Management, Finance, Investment Advisory, Retirement Planning, FINRA, Series 7, Securities, Asset Managment, Investments, Mutual Funds, Management
Education
Eastern Illinois University 1996 — 2000
Bachelor's degree - Business, Finance
Kari M. Foster Kari M. Foster's Citi Smith Barney Experience June 2004 - November 2008
Job Owner/Designer, KMFos Custom Gemstone Jewelry
Industry Luxury Goods & Jewelry
Experience
KMFos September 2006 - Present
University of Phoenix 2009 - Present
Citi, Smith Barney June 2004 - November 2008
Step Up Women's Network 2004 - 2008
Procter & Gamble May 2003 - June 2004
Goldman Sachs June 1999 - July 2001
Morgan Stanley June 1995 - June 1999
Skills
Financial Analysis, Jewelry, Financial Modeling, Strategic Financial..., Gems, Financial Reporting, Corporate Finance, Forecasting
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
MBA, Finance and Accounting
Fisk University 1990 — 1995
B.S., International Business/French
KMFos September 2006 - Present
University of Phoenix 2009 - Present
Citi, Smith Barney June 2004 - November 2008
Step Up Women's Network 2004 - 2008
Procter & Gamble May 2003 - June 2004
Goldman Sachs June 1999 - July 2001
Morgan Stanley June 1995 - June 1999
Skills
Financial Analysis, Jewelry, Financial Modeling, Strategic Financial..., Gems, Financial Reporting, Corporate Finance, Forecasting
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
MBA, Finance and Accounting
Fisk University 1990 — 1995
B.S., International Business/French
Mark McCarthy Mark McCarthy's Citi Smith Barney Experience July 1997 - June 2009
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citi Smith Barney July 1997 - June 2009
First Boston 1985 - 1991
Skills
Wealth Management, Investment Advisory, Re-engineering, Investments, Mutual Funds, Securities, Offshoring, Financial Markets, Team Leadership, Alternative Investments, Financial Services, Portfolio Management, Fixed Income, Asset Management, Series 7, Series 63, Asset Managment, Capital Markets, Risk Management, Equities, Banking, FINRA, Investment Management
Education
Fordham Gabelli School of Business 1977 — 1980
MBA, Finance
Georgetown University 1971 — 1975
Bachelor of Science, Psychology
Morgan Stanley Wealth Management June 2009 - Present
Citi Smith Barney July 1997 - June 2009
First Boston 1985 - 1991
Skills
Wealth Management, Investment Advisory, Re-engineering, Investments, Mutual Funds, Securities, Offshoring, Financial Markets, Team Leadership, Alternative Investments, Financial Services, Portfolio Management, Fixed Income, Asset Management, Series 7, Series 63, Asset Managment, Capital Markets, Risk Management, Equities, Banking, FINRA, Investment Management
Education
Fordham Gabelli School of Business 1977 — 1980
MBA, Finance
Georgetown University 1971 — 1975
Bachelor of Science, Psychology
Alissa Doherty's Citi Smith Barney Experience September 2008 - May 2009
Job Marketing Manager at SS&C Technologies
Industry Financial Services
Experience
SS&C Institutional and Investment Management September 2014 - Present
Momentum Media PR September 2013 - September 2014
BackBay Communications December 2012 - September 2013
Investment Technology Group, Inc. August 2010 - December 2012
Boston University Fitness and Recreation Center December 2007 - May 2010
Investment Technology Group, Inc. June 2009 - August 2009
Citi Smith Barney September 2008 - May 2009
Mir Pace International March 2005 - August 2006
Skills
Thought Leadership, Copywriting, HTML, InDesign, Social Media, Content Management, Web Project Management, Marketing Communications, Video Production, Email Marketing, CRM, google analytics, Wordpress, PowerPoint, Microsoft Excel, Corporate Branding, Events, Promotions, tradeshows, Blog Marketing, Campaigns, SEO, WordPress, Strategy, Equity Trading, Editing, Google Analytics, Trade Shows, Integrated Marketing
Education
Boston University Questrom School of Business 2006 — 2010
BS/BA, Finance
SS&C Institutional and Investment Management September 2014 - Present
Momentum Media PR September 2013 - September 2014
BackBay Communications December 2012 - September 2013
Investment Technology Group, Inc. August 2010 - December 2012
Boston University Fitness and Recreation Center December 2007 - May 2010
Investment Technology Group, Inc. June 2009 - August 2009
Citi Smith Barney September 2008 - May 2009
Mir Pace International March 2005 - August 2006
Skills
Thought Leadership, Copywriting, HTML, InDesign, Social Media, Content Management, Web Project Management, Marketing Communications, Video Production, Email Marketing, CRM, google analytics, Wordpress, PowerPoint, Microsoft Excel, Corporate Branding, Events, Promotions, tradeshows, Blog Marketing, Campaigns, SEO, WordPress, Strategy, Equity Trading, Editing, Google Analytics, Trade Shows, Integrated Marketing
Education
Boston University Questrom School of Business 2006 — 2010
BS/BA, Finance
Eliezer Spaeth, PMP Eliezer Spaeth, PMP's Citi Smith Barney Experience May 2006 - October 2008
Job Business Analyst at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2015 - Present
Citi Group May 2011 - March 2015
United Parcel Service April 2010 - March 2011
Bowne February 2009 - December 2009
CITI Smith Barney May 2006 - October 2008
B I N A, LLC September 2004 - April 2006
Wachovia Securities January 1998 - August 2004
Depository Trust Company May 1995 - December 1997
SIGMA Imaging 1990 - 1994
Skills
Document Imaging, Business Analysis, Process Improvement, Project Management, Analysis, SDLC, Requirements Analysis, Visio, PMP, Change Management, Business Requirements, Scrum, Project Portfolio..., PMO, Software Project..., Financial Services, Program Management, Quality Assurance, Software Development, SQL, Strategy, Risk Management, Disaster Recovery, Enterprise Software, Management, Leadership
Education
The New School 2003 — 2004
Management & Administration
Columbia University in the City of New York
Bachelor of Arts, English & Comparative Literature
University of California, Los Angeles
Education Methods
Bank of America June 2015 - Present
Citi Group May 2011 - March 2015
United Parcel Service April 2010 - March 2011
Bowne February 2009 - December 2009
CITI Smith Barney May 2006 - October 2008
B I N A, LLC September 2004 - April 2006
Wachovia Securities January 1998 - August 2004
Depository Trust Company May 1995 - December 1997
SIGMA Imaging 1990 - 1994
Skills
Document Imaging, Business Analysis, Process Improvement, Project Management, Analysis, SDLC, Requirements Analysis, Visio, PMP, Change Management, Business Requirements, Scrum, Project Portfolio..., PMO, Software Project..., Financial Services, Program Management, Quality Assurance, Software Development, SQL, Strategy, Risk Management, Disaster Recovery, Enterprise Software, Management, Leadership
Education
The New School 2003 — 2004
Management & Administration
Columbia University in the City of New York
Bachelor of Arts, English & Comparative Literature
University of California, Los Angeles
Education Methods
John Steakley John Steakley's Citi Smith Barney Experience March 2001 - March 2009
Job Financial Advisor at J Steakley Wealth Management
Industry Financial Services
Experience
J Steakley Wealth Management January 2012 - Present
Lee County Chapter of the American Red Cross 1987 - 2013
American Capital Wealth Managers LLC March 2010 - December 2011
Citi Smith Barney March 2001 - March 2009
SunTrust Bank October 1991 - March 2001
Skills
Wealth Management, Retirement, Financial Planners, Investments, Strategic Financial..., Financial Analysis, Asset Managment, Risk Management, Retirement Planning, Business Development, Strategic Planning, Philanthropy, Business Strategy, Fundraising, Financial Advisory
Education
Thunderbird School of Global Management 1984 — 1984
MIM, International Finance, Asian Area Studies
Eckerd College 1979 — 1983
Bachelor of Arts (BA), Political Science and Government
Kansai Gaidai University 1980 — 1981
Cypress Lake High School 1975 — 1979
J Steakley Wealth Management January 2012 - Present
Lee County Chapter of the American Red Cross 1987 - 2013
American Capital Wealth Managers LLC March 2010 - December 2011
Citi Smith Barney March 2001 - March 2009
SunTrust Bank October 1991 - March 2001
Skills
Wealth Management, Retirement, Financial Planners, Investments, Strategic Financial..., Financial Analysis, Asset Managment, Risk Management, Retirement Planning, Business Development, Strategic Planning, Philanthropy, Business Strategy, Fundraising, Financial Advisory
Education
Thunderbird School of Global Management 1984 — 1984
MIM, International Finance, Asian Area Studies
Eckerd College 1979 — 1983
Bachelor of Arts (BA), Political Science and Government
Kansai Gaidai University 1980 — 1981
Cypress Lake High School 1975 — 1979
Janet Larchey Janet Larchey's Citi Smith Barney Experience November 2002 - June 2004
Job Wealth Management Associate
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - January 2015
Morgan Stanley April 2014 - August 2014
Rodale Inc. February 2014 - April 2014
Rodale September 2011 - February 2014
Morgan Stanley Private Wealth Management March 2010 - September 2011
Morgan Stanley Smith Barney June 2004 - March 2010
Citi Smith Barney November 2002 - June 2004
Skills
Sports Marketing, Marketing Strategy, Advertising Sales, Advertising, Event Management, Event Planning, Investments, Portfolio Management, Asset Allocation, Financial Analysis, PowerPoint, New Business Development, Management
Education
DePaul University 2000 — 2004
Bachelor of Sciences, Commerce; Finance/Marketing
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - January 2015
Morgan Stanley April 2014 - August 2014
Rodale Inc. February 2014 - April 2014
Rodale September 2011 - February 2014
Morgan Stanley Private Wealth Management March 2010 - September 2011
Morgan Stanley Smith Barney June 2004 - March 2010
Citi Smith Barney November 2002 - June 2004
Skills
Sports Marketing, Marketing Strategy, Advertising Sales, Advertising, Event Management, Event Planning, Investments, Portfolio Management, Asset Allocation, Financial Analysis, PowerPoint, New Business Development, Management
Education
DePaul University 2000 — 2004
Bachelor of Sciences, Commerce; Finance/Marketing
John Hakes John Hakes's Citi Smith Barney Experience May 2008 - June 2009
Job Digital/Multimedia Consultant at Hearst
Industry Public Relations and Communications
Experience
Hearst October 2010 - Present
United States Department of Commerce/Census Bureau April 2010 - Present
Buffalo Spree October 2009 - Present
The Buffalo News November 2008 - Present
Morgan Stanley Smith Barney May 2009 - November 2009
Citi Smith Barney May 2008 - June 2009
Coleman Communications Corporation February 2001 - April 2008
Education
State University of New York College at Buffalo 1996 — 1998
Bachelor's, Journalism, Rhetorical Criticism
Broome Community College 1994 — 1996
Associates, Liberal Arts
Schiller International University 1995 — 1995
none, Liberal Arts
Hearst October 2010 - Present
United States Department of Commerce/Census Bureau April 2010 - Present
Buffalo Spree October 2009 - Present
The Buffalo News November 2008 - Present
Morgan Stanley Smith Barney May 2009 - November 2009
Citi Smith Barney May 2008 - June 2009
Coleman Communications Corporation February 2001 - April 2008
Education
State University of New York College at Buffalo 1996 — 1998
Bachelor's, Journalism, Rhetorical Criticism
Broome Community College 1994 — 1996
Associates, Liberal Arts
Schiller International University 1995 — 1995
none, Liberal Arts
Marina Shostak Marina Shostak's Citi Smith Barney Experience January 2008 - September 2009
Job PMP
Industry Banking
Experience
Citi Smith Barney January 2008 - September 2009
Citi Smith Barney August 2005 - December 2007
Bank of New York Mellon April 2002 - May 2005
Deutsche Bank August 1999 - April 2002
Education
New York University 2010 — 2010
Professional Certificate in Business Project Management
Brandeis University 1994 — 1998
Citi Smith Barney January 2008 - September 2009
Citi Smith Barney August 2005 - December 2007
Bank of New York Mellon April 2002 - May 2005
Deutsche Bank August 1999 - April 2002
Education
New York University 2010 — 2010
Professional Certificate in Business Project Management
Brandeis University 1994 — 1998
Barry Cash Barry Cash's Citi Smith Barney Experience August 2004 - March 2009
Job Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Cabot Lodge April 2012 - September 2012
Lehman Brothers March 2009 - January 2012
Citi Smith Barney August 2004 - March 2009
UBS Wealth Management 1999 - 2004
PaineWebber 1997 - 1999
Fidelity Investments 1995 - 1997
Golle & Holmes Custom Education 1991 - 1995
Damson Oil Corporation 1985 - 1987
Education
University of Virginia Darden School of Business 1999 — 1999
Executive Education Certificate Program, Leadership Program
City University of New York-Herbert H. Lehman College 1981 — 1984
BA, Political Science
Bronx High School of Science 1976 — 1980
PS 94 1968 — 1974
Fidelity Investments March 2013 - Present
Cabot Lodge April 2012 - September 2012
Lehman Brothers March 2009 - January 2012
Citi Smith Barney August 2004 - March 2009
UBS Wealth Management 1999 - 2004
PaineWebber 1997 - 1999
Fidelity Investments 1995 - 1997
Golle & Holmes Custom Education 1991 - 1995
Damson Oil Corporation 1985 - 1987
Education
University of Virginia Darden School of Business 1999 — 1999
Executive Education Certificate Program, Leadership Program
City University of New York-Herbert H. Lehman College 1981 — 1984
BA, Political Science
Bronx High School of Science 1976 — 1980
PS 94 1968 — 1974
Carter Wellford's Citi Smith Barney Experience June 2004 - February 2007
Job Business Development Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC June 2007 - Present
Citi Smith Barney June 2004 - February 2007
Skills
Series 7, Series 66
Education
Gettysburg College 2000 — 2004
Bachelor of Arts, Business Management
Wells Fargo Advisors LLC June 2007 - Present
Citi Smith Barney June 2004 - February 2007
Skills
Series 7, Series 66
Education
Gettysburg College 2000 — 2004
Bachelor of Arts, Business Management
Justyna Austin Justyna Austin's Citi Smith Barney Experience July 2008 - November 2008
Job Engagement Manager at Message Systems
Industry Computer Software
Experience
Keane March 2010 - March 2012
Visionary Integration Professionals (VIP) June 2009 - August 2009
Citi Smith Barney July 2008 - November 2008
Leiser, Leiser & Hennessy, PLLC February 2006 - September 2007
The Wynhurst Group, LLC 2004 - 2005
Volunteer Fairfax 2003 - 2004
Skills
Project Management, Business Analysis, Customer Service, Management, Enterprise Software, SDLC, Leadership, Requirements Analysis, Software Documentation, Risk Management, Testing, PMO, SQL, Consulting, Direct Sales, Accounting, Research, Integration, Program Management, Business Process..., Analysis, Business Intelligence, Process Improvement, PMP, Software Project...
Education
American University - Kogod School of Business 2008 — 2009
BSBA
Northern Virginia Community College 2006 — 2008
ASBA
Wyzsza Szkola Ekonomii i Administracji, Kielce, Poland 1998 — 2001
Bachelor's Degree (Tytul Licencjat)
Keane March 2010 - March 2012
Visionary Integration Professionals (VIP) June 2009 - August 2009
Citi Smith Barney July 2008 - November 2008
Leiser, Leiser & Hennessy, PLLC February 2006 - September 2007
The Wynhurst Group, LLC 2004 - 2005
Volunteer Fairfax 2003 - 2004
Skills
Project Management, Business Analysis, Customer Service, Management, Enterprise Software, SDLC, Leadership, Requirements Analysis, Software Documentation, Risk Management, Testing, PMO, SQL, Consulting, Direct Sales, Accounting, Research, Integration, Program Management, Business Process..., Analysis, Business Intelligence, Process Improvement, PMP, Software Project...
Education
American University - Kogod School of Business 2008 — 2009
BSBA
Northern Virginia Community College 2006 — 2008
ASBA
Wyzsza Szkola Ekonomii i Administracji, Kielce, Poland 1998 — 2001
Bachelor's Degree (Tytul Licencjat)
Sean Driscoll's Citi Smith Barney Experience 2008 - 2008
Job MBA Candidate, Class of 2017 at F.W. Olin Graduate School of Business, Babson College
Industry Financial Services
Experience
Compagnie Financiere Tradition December 2011 - July 2015
ICAP June 2010 - August 2011
UBS Wealth Management 2009 - 2009
Citi Smith Barney 2008 - 2008
Skills
Financial Markets, Bloomberg, Series 7, Emerging Markets, Electronic Trading, Trading Systems, Credit Derivatives, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Connecticut College 2006 — 2010
BA, Economics, Sociology
Pomfret School
Compagnie Financiere Tradition December 2011 - July 2015
ICAP June 2010 - August 2011
UBS Wealth Management 2009 - 2009
Citi Smith Barney 2008 - 2008
Skills
Financial Markets, Bloomberg, Series 7, Emerging Markets, Electronic Trading, Trading Systems, Credit Derivatives, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Connecticut College 2006 — 2010
BA, Economics, Sociology
Pomfret School
Joe D'Agostino Joe D'Agostino's Citi Smith Barney Experience 2005 - 2007
Job Partner and Chief Operating Officer at WestEnd Advisors, LLC
Industry Financial Services
Experience
American Century Investments® 2012 - 2015
Morgan Stanley Wealth Management 2007 - 2012
Citi Smith Barney 2005 - 2007
Smith Barney 1994 - 2005
Smith Barney Shearson 1992 - 1994
Shearson Lehman Hutton 1990 - 1992
Shearson Lehman Brothers 1987 - 1990
The Robinson-Humphrey Company, a Division of Shearson American Express 1984 - 1987
The Coca-Cola Company 1983 - 1984
Manufacturers Hanover Trust 1979 - 1981
Skills
Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Equities, ETFs, Asset Allocation, Financial Services, Investment Management, Portfolio Management, Insurance, Team Leadership, Strategy, Fixed Income, Closed-end Funds, Hedge Funds, Unit Investment Trusts, Fixed Annuities, Recruiting, Selecting..., Annuities, UITs
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Marketing and Finance
College of the Holy Cross 1975 — 1979
BA, Philosophy and Economics
American Century Investments® 2012 - 2015
Morgan Stanley Wealth Management 2007 - 2012
Citi Smith Barney 2005 - 2007
Smith Barney 1994 - 2005
Smith Barney Shearson 1992 - 1994
Shearson Lehman Hutton 1990 - 1992
Shearson Lehman Brothers 1987 - 1990
The Robinson-Humphrey Company, a Division of Shearson American Express 1984 - 1987
The Coca-Cola Company 1983 - 1984
Manufacturers Hanover Trust 1979 - 1981
Skills
Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Equities, ETFs, Asset Allocation, Financial Services, Investment Management, Portfolio Management, Insurance, Team Leadership, Strategy, Fixed Income, Closed-end Funds, Hedge Funds, Unit Investment Trusts, Fixed Annuities, Recruiting, Selecting..., Annuities, UITs
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Marketing and Finance
College of the Holy Cross 1975 — 1979
BA, Philosophy and Economics
Jennifer Wolf Jennifer Wolf's Citi Smith Barney Experience 2007 - 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
SeeThruEquity, LLC 2012 - 2013
China Focused Private Equity Firm 2011 - 2012
Citi Smith Barney 2007 - 2009
Citicorp Investment Services 2005 - 2007
Skills
Investments, Customer Relations, Mutual Funds, Securities, Investment Banking, Series 66, Series 7, Private Banking, Private Equity, Hedge Funds, Investor Relations, Banking, Customer Service, Finance, Financial Services, Capital Markets, Trading, Due Diligence, Fixed Income, Relationship Management, Series 63, Uniform Combined State...
Education
European School of Economics, Rome 2009 — 2011
MBA with Honors, International Business
City University of New York-Brooklyn College 2003 — 2006
Bachelors Business, Management & Finance
Pierce College 2001 — 2003
Associates Degree, Business
Merrill Lynch August 2013 - Present
SeeThruEquity, LLC 2012 - 2013
China Focused Private Equity Firm 2011 - 2012
Citi Smith Barney 2007 - 2009
Citicorp Investment Services 2005 - 2007
Skills
Investments, Customer Relations, Mutual Funds, Securities, Investment Banking, Series 66, Series 7, Private Banking, Private Equity, Hedge Funds, Investor Relations, Banking, Customer Service, Finance, Financial Services, Capital Markets, Trading, Due Diligence, Fixed Income, Relationship Management, Series 63, Uniform Combined State...
Education
European School of Economics, Rome 2009 — 2011
MBA with Honors, International Business
City University of New York-Brooklyn College 2003 — 2006
Bachelors Business, Management & Finance
Pierce College 2001 — 2003
Associates Degree, Business
Mahta Ghahramani's Citi Smith Barney Experience 2006 - 2009
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Merrill Lynch 2011 - Present
Smith Barney 2006 - August 2011
Citi Smith Barney 2006 - 2009
PIC 2005 - 2006
ETG January 2001 - September 2005
Skills
Investments, Asset Managment, Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Strategic Financial..., Retirement Planning, Investment Strategies, Series 63, Risk Management, Options, Estate Planning, Insurance, Derivatives, Series 7, Wealth, Financial Advisory, Finance, Mutual Funds, Equities
Education
Columbia University in the City of New York
English Language and Literature/Letters
Stevens Institute of Technology
Master of Science (MS), Management Information Systems, Finance
Wells Fargo Advisors August 2015 - Present
Merrill Lynch 2011 - Present
Smith Barney 2006 - August 2011
Citi Smith Barney 2006 - 2009
PIC 2005 - 2006
ETG January 2001 - September 2005
Skills
Investments, Asset Managment, Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Strategic Financial..., Retirement Planning, Investment Strategies, Series 63, Risk Management, Options, Estate Planning, Insurance, Derivatives, Series 7, Wealth, Financial Advisory, Finance, Mutual Funds, Equities
Education
Columbia University in the City of New York
English Language and Literature/Letters
Stevens Institute of Technology
Master of Science (MS), Management Information Systems, Finance
Aaron Ok Aaron Ok's Citi Smith Barney Experience February 2008 - August 2008
Job Jr Account Manager at Diligent Board Member Services
Industry Computer Software
Experience
Diligent April 2011 - Present
Vortex Media Group (VMG) July 2010 - Present
CPFA (Concerned Parents for AIDS Research) December 2010 - March 2011
Forex New York City LLC June 2009 - December 2010
Citi Smith Barney February 2008 - August 2008
Skills
Account Management, Research, Social Media, Social Media Marketing, Online Marketing, Microsoft Office, Strategic Planning, Social Networking, Marketing, Management, Strategy, Business Development
Education
Cornell University 2005 — 2009
B.S., Policy Analysis and Management
Diligent April 2011 - Present
Vortex Media Group (VMG) July 2010 - Present
CPFA (Concerned Parents for AIDS Research) December 2010 - March 2011
Forex New York City LLC June 2009 - December 2010
Citi Smith Barney February 2008 - August 2008
Skills
Account Management, Research, Social Media, Social Media Marketing, Online Marketing, Microsoft Office, Strategic Planning, Social Networking, Marketing, Management, Strategy, Business Development
Education
Cornell University 2005 — 2009
B.S., Policy Analysis and Management
Andrew Nehrbas Andrew Nehrbas's Citi Smith Barney Experience February 2006 - June 2009
Job Executive VP Investments & Branch Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott June 2009 - Present
Citi Smith Barney February 2006 - June 2009
Education
Franklin & Marshall College
BA, Government
Janney Montgomery Scott June 2009 - Present
Citi Smith Barney February 2006 - June 2009
Education
Franklin & Marshall College
BA, Government
Jim Kirk, CFP® Jim Kirk, CFP®'s Citi Smith Barney Experience 2006 - 2008
Job Wealth Management Advisor The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
U.S. Bank 2015 - Present
Ameriprise Financial Services, Inc. 2013 - 2015
Morgan Stanley Wealth Management 2012 - 2013
Morgan Stanley Wealth Management 2011 - 2012
Merrill Lynch & Citi Smith Barney 2008 - 2011
Citi Smith Barney 2006 - 2008
Citi Smith Barney 2005 - 2006
MoneyGram International 2000 - 2004
Skills
Strategic Financial..., Investments, Financial Advisory, Retirement Planning, Estate Planning, Asset Management, Comprehensive Wealth..., Financial Planning, Wealth Transfer
Education
University of Saint Thomas
BA, Journalism, Business
Boston University
Certificate in Financial Planning
U.S. Bank 2015 - Present
Ameriprise Financial Services, Inc. 2013 - 2015
Morgan Stanley Wealth Management 2012 - 2013
Morgan Stanley Wealth Management 2011 - 2012
Merrill Lynch & Citi Smith Barney 2008 - 2011
Citi Smith Barney 2006 - 2008
Citi Smith Barney 2005 - 2006
MoneyGram International 2000 - 2004
Skills
Strategic Financial..., Investments, Financial Advisory, Retirement Planning, Estate Planning, Asset Management, Comprehensive Wealth..., Financial Planning, Wealth Transfer
Education
University of Saint Thomas
BA, Journalism, Business
Boston University
Certificate in Financial Planning
Brian Segel, CLTC Brian Segel, CLTC's Citi Smith Barney Experience November 2002 - February 2008
Job Hiring and Developing Entrepreneurial individuals for a career in financial services
Industry Financial Services
Experience
New York Life Insurance Company July 2011 - Present
Barnum Financial Group, An Office of MetLife February 2008 - June 2011
Citi Smith Barney November 2002 - February 2008
Quick & Reilly 2002 - 2002
A. G. Edwards Sons 1995 - 2002
Shearson Smith Barney September 1988 - January 1995
Northwestern Mutual Life 1985 - 1988
Skills
Leadership, Entrepreneurship, Recruiting
Education
Binghamton University - School of Management 1980 — 1985
B.S., Management
State University of New York - System 1980 — 1985
Bachelor of Science (BS), Management
Bethlehem Central High School 1977 — 1980
High School, Regents
New York Life Insurance Company July 2011 - Present
Barnum Financial Group, An Office of MetLife February 2008 - June 2011
Citi Smith Barney November 2002 - February 2008
Quick & Reilly 2002 - 2002
A. G. Edwards Sons 1995 - 2002
Shearson Smith Barney September 1988 - January 1995
Northwestern Mutual Life 1985 - 1988
Skills
Leadership, Entrepreneurship, Recruiting
Education
Binghamton University - School of Management 1980 — 1985
B.S., Management
State University of New York - System 1980 — 1985
Bachelor of Science (BS), Management
Bethlehem Central High School 1977 — 1980
High School, Regents
Raymond V. Hayes, Jr. MBA, MS, FLMI's Citi Smith Barney Experience November 2006 - December 2008
Job Operations Processor II at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group April 2015 - Present
Infosys McCamish Systems April 2014 - April 2015
Infosys McCamish Systems June 2012 - April 2014
Direct General Insurance December 2010 - June 2012
US Census Bureau 2009 - 2009
Citi Smith Barney November 2006 - December 2008
Stanford Group Company June 2006 - August 2006
Etrade Financial 2004 - 2006
AXA Advisors October 2003 - March 2004
TD Waterhouse 1996 - 2003
Skills
Life & Health Licenses, Series 65, RIAs, Portfolio Management, Financial Services, Series 7, Finance, Insurance, FINRA, Investment Management, Certified Financial..., Management, Leadership, Series 63, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Banking, Strategic Planning, Mutual Funds, Investments, Asset Management, Financial Planning, Fixed Annuities, Fixed Income
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
MS, Personal Financial Planning
Mercer University - Stetson School of Business and Economics 2003 — 2005
MBA, Business
Morehouse College 1990 — 1995
BA, Business
Stratford Senior High 1986 — 1990
H.S. Diploma
AIG Advisor Group April 2015 - Present
Infosys McCamish Systems April 2014 - April 2015
Infosys McCamish Systems June 2012 - April 2014
Direct General Insurance December 2010 - June 2012
US Census Bureau 2009 - 2009
Citi Smith Barney November 2006 - December 2008
Stanford Group Company June 2006 - August 2006
Etrade Financial 2004 - 2006
AXA Advisors October 2003 - March 2004
TD Waterhouse 1996 - 2003
Skills
Life & Health Licenses, Series 65, RIAs, Portfolio Management, Financial Services, Series 7, Finance, Insurance, FINRA, Investment Management, Certified Financial..., Management, Leadership, Series 63, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Banking, Strategic Planning, Mutual Funds, Investments, Asset Management, Financial Planning, Fixed Annuities, Fixed Income
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
MS, Personal Financial Planning
Mercer University - Stetson School of Business and Economics 2003 — 2005
MBA, Business
Morehouse College 1990 — 1995
BA, Business
Stratford Senior High 1986 — 1990
H.S. Diploma
Kenneth Liu's Citi Smith Barney Experience June 2008 - August 2008
Job Director of Development Economics at Daybreak Games
Industry Computer Games
Experience
Daybreak Game Company LLC July 2015 - Present
Nexon America September 2013 - July 2015
SPO Partners August 2012 - May 2013
Goldman Sachs July 2010 - June 2012
Nexon America June 2010 - July 2010
Goldman Sachs June 2009 - August 2009
Gratio Capital June 2008 - May 2009
Citi Smith Barney June 2008 - August 2008
Concept Engineering Consultants June 2005 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Capital IQ, SNL Financial, Financial Modeling, Investment Banking, LBO, Investments, Finance, Valuation, Mergers & Acquisitions, Economics, Equities
Education
Columbia University in the City of New York 2006 — 2010
B.A., Economics
High Technology High School 2002 — 2006
Daybreak Game Company LLC July 2015 - Present
Nexon America September 2013 - July 2015
SPO Partners August 2012 - May 2013
Goldman Sachs July 2010 - June 2012
Nexon America June 2010 - July 2010
Goldman Sachs June 2009 - August 2009
Gratio Capital June 2008 - May 2009
Citi Smith Barney June 2008 - August 2008
Concept Engineering Consultants June 2005 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Capital IQ, SNL Financial, Financial Modeling, Investment Banking, LBO, Investments, Finance, Valuation, Mergers & Acquisitions, Economics, Equities
Education
Columbia University in the City of New York 2006 — 2010
B.A., Economics
High Technology High School 2002 — 2006
Monica Simpson Monica Simpson's Citi Smith Barney Experience October 2007 - September 2008
Job Financial Consultant at T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC September 2013 - Present
Wells Fargo Advisors September 2008 - May 2013
Citi Smith Barney October 2007 - September 2008
A.G. Edwards & Sons April 2006 - September 2007
Salomon Smith Barney March 2003 - March 2006
Morgan Stanley Dean Witter September 2002 - March 2003
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Investment Strategies, Relationship Management, Retirement Plan..., Retirement Planning, Tax-Efficient Strategies, Wealth Preservation..., Securities, Retirement, Finance
Education
Alaska Pacific University
Bachelor of Arts (B.A.), Business Administration and Management
T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC September 2013 - Present
Wells Fargo Advisors September 2008 - May 2013
Citi Smith Barney October 2007 - September 2008
A.G. Edwards & Sons April 2006 - September 2007
Salomon Smith Barney March 2003 - March 2006
Morgan Stanley Dean Witter September 2002 - March 2003
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Investment Strategies, Relationship Management, Retirement Plan..., Retirement Planning, Tax-Efficient Strategies, Wealth Preservation..., Securities, Retirement, Finance
Education
Alaska Pacific University
Bachelor of Arts (B.A.), Business Administration and Management
Nicolette Douglas, Esq., CAMS Nicolette Douglas, Esq., CAMS's Citi Smith Barney Experience October 2005 - April 2007
Job Director, Financial Crimes Office at AXA US
Industry Financial Services
Experience
AXA US March 2015 - Present
GE Capital November 2011 - March 2015
HSBC April 2011 - November 2011
Morgan Stanley Smith Barney (formerly Citi Smith Barney) April 2007 - April 2011
Citi Smith Barney October 2005 - April 2007
Education
Clark Atlanta University
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Nova Southeastern University—Shepard Broad Law Center
Juris Doctor, Law
AXA US March 2015 - Present
GE Capital November 2011 - March 2015
HSBC April 2011 - November 2011
Morgan Stanley Smith Barney (formerly Citi Smith Barney) April 2007 - April 2011
Citi Smith Barney October 2005 - April 2007
Education
Clark Atlanta University
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Nova Southeastern University—Shepard Broad Law Center
Juris Doctor, Law
Ernest J. Verrico, Jr. Ernest J. Verrico, Jr.'s Citi Smith Barney Experience September 2008 - May 2009
Job Controller at Lucerne Capital
Industry Investment Management
Experience
Lucerne Capital Management, LP November 2013 - Present
Deloitte & Touche, LLP December 2011 - November 2013
Deloitte & Touche, LLP September 2009 - December 2011
Citi Smith Barney September 2008 - May 2009
Education
Fairfield University 2009 — 2011
MBA, Finance
Loyola College in Maryland 2005 — 2009
BBA, Management
Fairfield Prep 2001 — 2005
Lucerne Capital Management, LP November 2013 - Present
Deloitte & Touche, LLP December 2011 - November 2013
Deloitte & Touche, LLP September 2009 - December 2011
Citi Smith Barney September 2008 - May 2009
Education
Fairfield University 2009 — 2011
MBA, Finance
Loyola College in Maryland 2005 — 2009
BBA, Management
Fairfield Prep 2001 — 2005
Sharif Hassan Sharif Hassan's Citi Smith Barney Experience January 2008 - May 2009
Job Legal & Compliance Analyst/Paralegal at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citi-Smith Barney January 2008 - May 2009
KAP Planning Ltd. September 2007 - January 2008
AXA Advisors, LLC November 2006 - August 2007
Cool Wireless Inc. (T-mobile) June 2004 - December 2006
MetLife June 2003 - August 2003
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Research, Financial Analysis
Education
Baruch College 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Investments
Laguardia Community College 2002 — 2004
Associate's degree, Computer Science
Morgan Stanley Wealth Management June 2009 - Present
Citi-Smith Barney January 2008 - May 2009
KAP Planning Ltd. September 2007 - January 2008
AXA Advisors, LLC November 2006 - August 2007
Cool Wireless Inc. (T-mobile) June 2004 - December 2006
MetLife June 2003 - August 2003
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Research, Financial Analysis
Education
Baruch College 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Investments
Laguardia Community College 2002 — 2004
Associate's degree, Computer Science
Kathy Schwartz Knipe Kathy Schwartz Knipe's Citi Smith Barney Experience August 2005 - May 2008
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2008 - Present
CITI SMITH BARNEY August 2005 - May 2008
Skills
Equities, Series 7, Retirement Planning, Marketing, Wealth Management, Retirement, Asset Allocation, Mutual Funds, Investments, Microsoft Excel, Bloomberg, Securities, series 66, FINRA, Finance
Education
Elon University 2001 — 2005
BA, Corporate Communications
Morgan Stanley May 2008 - Present
CITI SMITH BARNEY August 2005 - May 2008
Skills
Equities, Series 7, Retirement Planning, Marketing, Wealth Management, Retirement, Asset Allocation, Mutual Funds, Investments, Microsoft Excel, Bloomberg, Securities, series 66, FINRA, Finance
Education
Elon University 2001 — 2005
BA, Corporate Communications
Alexandra Finnell Alexandra Finnell's Citi Smith Barney Experience July 2007 - March 2009
Job Sales Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2009 - Present
Citi Smith Barney July 2007 - March 2009
Citi Smith Barney June 2006 - August 2006
Skills
Series 7, Bloomberg, Equities, Sales, Fixed Income, Investments
Education
Fairfield University 2003 — 2007
B.S., Finance, Accounting, Spanish
Thayer Academy 1997 — 2003
Middle School and High School
J.P. Morgan March 2009 - Present
Citi Smith Barney July 2007 - March 2009
Citi Smith Barney June 2006 - August 2006
Skills
Series 7, Bloomberg, Equities, Sales, Fixed Income, Investments
Education
Fairfield University 2003 — 2007
B.S., Finance, Accounting, Spanish
Thayer Academy 1997 — 2003
Middle School and High School
Evan Javel's Citi Smith Barney Experience May 2008 - September 2008
Job Financial Assistant II at MIT
Industry Financial Services
Experience
MIT- Biological Engineering Department June 2013 - Present
MIT Department of Earth, Atmospheric and Planetary Sciences February 2013 - Present
Pick and Pop Diaries October 2012 - Present
MIT Energy Initiative January 2013 - February 2013
Muscle Angels May 2012 - July 2012
State Street Corporation September 2009 - December 2011
State Street Corporation September 2009 - December 2011
Citi Smith Barney May 2008 - September 2008
Boston College Graduate School of Social May 2008 - September 2008
Citi Smith Barney May 2008 - September 2008
Skills
Microsoft Excel, Management, PowerPoint, Access, Budgets, Time Management, Financial Analysis, Facebook, Marketing, Microsoft Office, Social Media, Microsoft Word, Finance, Outlook, Blogging, Vlookup, Goal Seek, Excel Pivot, Dreamweaver, Adobe Photodeluxe, Basel II, Flash, SAP, HTML, SEO
Education
Boston College 2005 — 2009
Bachelor Of Science, Marketing, Finance
MIT- Biological Engineering Department June 2013 - Present
MIT Department of Earth, Atmospheric and Planetary Sciences February 2013 - Present
Pick and Pop Diaries October 2012 - Present
MIT Energy Initiative January 2013 - February 2013
Muscle Angels May 2012 - July 2012
State Street Corporation September 2009 - December 2011
State Street Corporation September 2009 - December 2011
Citi Smith Barney May 2008 - September 2008
Boston College Graduate School of Social May 2008 - September 2008
Citi Smith Barney May 2008 - September 2008
Skills
Microsoft Excel, Management, PowerPoint, Access, Budgets, Time Management, Financial Analysis, Facebook, Marketing, Microsoft Office, Social Media, Microsoft Word, Finance, Outlook, Blogging, Vlookup, Goal Seek, Excel Pivot, Dreamweaver, Adobe Photodeluxe, Basel II, Flash, SAP, HTML, SEO
Education
Boston College 2005 — 2009
Bachelor Of Science, Marketing, Finance
Varun Sahadevan Varun Sahadevan's Citi Smith Barney Experience June 2007 - June 2008
Job Tax Experienced Associate at PwC
Industry Accounting
Experience
PwC January 2014 - Present
CUNY Baruch College November 2012 - October 2013
News Corporation August 2010 - January 2012
Citi Smith Barney June 2007 - June 2008
Skills
Investments, Tax, Bloomberg, Accounting, Financial Accounting, Financial Reporting, QuickBooks, Financial Analysis, GAAP, Income Tax, US GAAP, Internal Controls, Corporate Tax, Tax Preparation, Tax Accounting, Financial Statements, Bank Reconciliation, PowerPoint, Microsoft Word, Tax Research, Tax Law, CPA, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Taxation, 3.5
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.2
PwC January 2014 - Present
CUNY Baruch College November 2012 - October 2013
News Corporation August 2010 - January 2012
Citi Smith Barney June 2007 - June 2008
Skills
Investments, Tax, Bloomberg, Accounting, Financial Accounting, Financial Reporting, QuickBooks, Financial Analysis, GAAP, Income Tax, US GAAP, Internal Controls, Corporate Tax, Tax Preparation, Tax Accounting, Financial Statements, Bank Reconciliation, PowerPoint, Microsoft Word, Tax Research, Tax Law, CPA, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Taxation, 3.5
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.2
Francesca Palmiero Francesca Palmiero's Citi Smith Barney Experience 2006 - 2009
Job Finance Manager at American Beverage Corporation
Industry Consumer Goods
Experience
American Beverage Corporation May 2013 - Present
Sun Products Corporation January 2013 - May 2013
Kraft Foods Group January 2011 - December 2012
Kraft Foods Group September 2009 - January 2011
Citi Smith Barney 2006 - 2009
Skills
Strategic Financial..., SAP, Financial Analysis, Hyperion Enterprise, Financial Modeling, Forecasting, Essbase, Financial Reporting, Variance Analysis, Financial Planning, Hyperion, Microsoft Excel, Budgets, Financial Forecasting, Account Reconciliation, Consolidation, PowerPoint, Business Analysis, Strategy, Excel, Month End Close, Sensitivity Analysis, Budgeting, Data Reconciliation, College Recruiting, Business Overhead..., Communication, People-oriented, Consumer Products
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance, 3.8
Fordham University 2005 — 2009
Bachelor of Science, Business Economics
CHS
American Beverage Corporation May 2013 - Present
Sun Products Corporation January 2013 - May 2013
Kraft Foods Group January 2011 - December 2012
Kraft Foods Group September 2009 - January 2011
Citi Smith Barney 2006 - 2009
Skills
Strategic Financial..., SAP, Financial Analysis, Hyperion Enterprise, Financial Modeling, Forecasting, Essbase, Financial Reporting, Variance Analysis, Financial Planning, Hyperion, Microsoft Excel, Budgets, Financial Forecasting, Account Reconciliation, Consolidation, PowerPoint, Business Analysis, Strategy, Excel, Month End Close, Sensitivity Analysis, Budgeting, Data Reconciliation, College Recruiting, Business Overhead..., Communication, People-oriented, Consumer Products
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance, 3.8
Fordham University 2005 — 2009
Bachelor of Science, Business Economics
CHS
Jason Crook's Citi Smith Barney Experience April 2002 - July 2007
Job Institutional Retirement and Retail Investment Products Analyst
Industry Financial Services
Experience
MetLife July 2008 - Present
Citi Smith Barney April 2002 - July 2007
AIG Life July 2000 - December 2001
Skills
Mutual Funds, Asset Management, Variable Annuities, Annuity Sales, Competitive Analysis, Market Analysis, Building Relationships, Relationship Management, Stable Value, Qualified Retirement..., 401k, Defined Benefit, Defined Contribution, Group Annuity, Morningstar Direct, FactSet, Market Research, Fixed Annuities, Investment Products, Asset Allocation, Series 7, Series 63, Life & Health Insurance..., Retirement Planning, Investments, Asset Managment, Retirement
Education
Boston College 1998 — 2000
Bachelor of Arts (B.A.), Dean's List
Rollins College 1996 — 1997
MetLife July 2008 - Present
Citi Smith Barney April 2002 - July 2007
AIG Life July 2000 - December 2001
Skills
Mutual Funds, Asset Management, Variable Annuities, Annuity Sales, Competitive Analysis, Market Analysis, Building Relationships, Relationship Management, Stable Value, Qualified Retirement..., 401k, Defined Benefit, Defined Contribution, Group Annuity, Morningstar Direct, FactSet, Market Research, Fixed Annuities, Investment Products, Asset Allocation, Series 7, Series 63, Life & Health Insurance..., Retirement Planning, Investments, Asset Managment, Retirement
Education
Boston College 1998 — 2000
Bachelor of Arts (B.A.), Dean's List
Rollins College 1996 — 1997
Gita Sehgal Gita Sehgal's Citi Smith Barney Experience January 2007 - October 2008
Job Chief Information Officer / Dir. IT Services
Industry Information Technology and Services
Experience
STG Inc. August 2014 - Present
Sotera Defense Solutions, Inc. December 2012 - August 2014
Wyle December 2011 - November 2012
Wyle June 2011 - November 2012
REI Systems Inc November 2009 - May 2011
Citi Smith Barney January 2007 - October 2008
Skills
Process Improvement, Content Management, Project Management, Program Management, Government, SDLC, Agile Methodologies, Proposal Management, Proposal Writing, XML, Business Development, HTML, Microsoft Office, Strategy, New Business Development, Business Analysis, Software Documentation, Salesforce.com..., SharePoint Designer, Windows Sharepoint..., WordPress, Information Graphics, Excel Dashboards, Excel Services, Macro, Business Analytics, VBA, Visio, Visual Studio, Object Oriented Design, Java, Python, C#, CSS, Project Planning, Data Analysis, Business Process
Education
Northwestern University 2012 — 2014
Master of Science, Predictive Analytics
George Mason University 1997 — 2003
BS, BS Finance - Minor IT
STG Inc. August 2014 - Present
Sotera Defense Solutions, Inc. December 2012 - August 2014
Wyle December 2011 - November 2012
Wyle June 2011 - November 2012
REI Systems Inc November 2009 - May 2011
Citi Smith Barney January 2007 - October 2008
Skills
Process Improvement, Content Management, Project Management, Program Management, Government, SDLC, Agile Methodologies, Proposal Management, Proposal Writing, XML, Business Development, HTML, Microsoft Office, Strategy, New Business Development, Business Analysis, Software Documentation, Salesforce.com..., SharePoint Designer, Windows Sharepoint..., WordPress, Information Graphics, Excel Dashboards, Excel Services, Macro, Business Analytics, VBA, Visio, Visual Studio, Object Oriented Design, Java, Python, C#, CSS, Project Planning, Data Analysis, Business Process
Education
Northwestern University 2012 — 2014
Master of Science, Predictive Analytics
George Mason University 1997 — 2003
BS, BS Finance - Minor IT
Beau Wilson Beau Wilson's Citi Smith Barney Experience February 2002 - June 2009
Job Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management July 2009 - Present
Little Keswick Foundation for Special Education 2007 - Present
Overseas Schools Advisory Council, State Department June 2000 - Present
Kenan Institute Asia February 1996 - Present
Citi Smith Barney February 2002 - June 2009
Citibank, New York February 1998 - January 2002
Citibank, South Korea August 1996 - January 1998
Citibank, Bangkok for Indochina November 1989 - July 1996
Citibank, Singapore for Southeast Asia November 1987 - October 1989
Citibank, South Korea September 1985 - October 1987
Skills
Investments, Banking, Insurance, Trading, Series 7, Alternative Investments
Education
Georgia State University 1978 — 1979
University of Virginia 1977 — 1977
The University of Georgia 1972 — 1976
B.A.
Episcopal High School 1968 — 1972
Diploma
Belfield School 1959 — 1968
Morgan Stanley Wealth Management July 2009 - Present
Little Keswick Foundation for Special Education 2007 - Present
Overseas Schools Advisory Council, State Department June 2000 - Present
Kenan Institute Asia February 1996 - Present
Citi Smith Barney February 2002 - June 2009
Citibank, New York February 1998 - January 2002
Citibank, South Korea August 1996 - January 1998
Citibank, Bangkok for Indochina November 1989 - July 1996
Citibank, Singapore for Southeast Asia November 1987 - October 1989
Citibank, South Korea September 1985 - October 1987
Skills
Investments, Banking, Insurance, Trading, Series 7, Alternative Investments
Education
Georgia State University 1978 — 1979
University of Virginia 1977 — 1977
The University of Georgia 1972 — 1976
B.A.
Episcopal High School 1968 — 1972
Diploma
Belfield School 1959 — 1968
Shireef Elmakawi Shireef Elmakawi's Citi Smith Barney Experience January 2008 - October 2008
Job Law Clerk at Law Offices of Hollander & Hollander
Industry Investment Management
Experience
Law Offices of Hollander & Hollander May 2015 - Present
University of California, Hastings College of the Law August 2014 - Present
BancWest Investment Services August 2013 - August 2014
Morgan Stanley January 2013 - August 2013
City National Securities August 2010 - August 2012
LFCU Brokerage & Insurance Services May 2009 - August 2010
Citi Smith Barney January 2008 - October 2008
WM Financial Services September 2000 - September 2007
Skills
Investments, FINRA Series 7, 63, 66, Estate Planning, Wealth, Fixed Annuities, Series 7, Mutual Funds, Securities, Retirement Planning, Financial Services, Finance, Life Insurance, Series 63, Wealth Management, Portfolio Management, Investment Advisory
Education
University of California, Hastings College of the Law 2014 — 2017
Doctor of Law (JD)
California State University-Northridge
Bachelor of Science (B.S.), Business Administration
Law Offices of Hollander & Hollander May 2015 - Present
University of California, Hastings College of the Law August 2014 - Present
BancWest Investment Services August 2013 - August 2014
Morgan Stanley January 2013 - August 2013
City National Securities August 2010 - August 2012
LFCU Brokerage & Insurance Services May 2009 - August 2010
Citi Smith Barney January 2008 - October 2008
WM Financial Services September 2000 - September 2007
Skills
Investments, FINRA Series 7, 63, 66, Estate Planning, Wealth, Fixed Annuities, Series 7, Mutual Funds, Securities, Retirement Planning, Financial Services, Finance, Life Insurance, Series 63, Wealth Management, Portfolio Management, Investment Advisory
Education
University of California, Hastings College of the Law 2014 — 2017
Doctor of Law (JD)
California State University-Northridge
Bachelor of Science (B.S.), Business Administration
Michael Proto Michael Proto's Citi Smith Barney Experience January 2008 - February 2009
Job Lead Analyst at Mylan
Industry Pharmaceuticals
Experience
Mylan January 2013 - Present
Mylan May 2012 - August 2012
BNY Mellon March 2011 - August 2011
BNY Mellon July 2009 - March 2011
Citi Smith Barney January 2008 - February 2009
Skills
Financial Modeling, Financial Analysis, Product Forecasting, Corporate Finance, Cross-functional Team..., Analysis, Strategic Planning, Analytics, Pricing Strategy, Revenue Forecasting, Management Accounting, Derivatives, Financial Reporting, Financial Variance..., Data Analysis, Finance, Business Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Process Improvement
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Strategy, Finance, Organizational Behavior
University of Pittsburgh 2005 — 2009
Bachelor of Science in Business Administration, Finance, Economics
Mylan January 2013 - Present
Mylan May 2012 - August 2012
BNY Mellon March 2011 - August 2011
BNY Mellon July 2009 - March 2011
Citi Smith Barney January 2008 - February 2009
Skills
Financial Modeling, Financial Analysis, Product Forecasting, Corporate Finance, Cross-functional Team..., Analysis, Strategic Planning, Analytics, Pricing Strategy, Revenue Forecasting, Management Accounting, Derivatives, Financial Reporting, Financial Variance..., Data Analysis, Finance, Business Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Process Improvement
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Strategy, Finance, Organizational Behavior
University of Pittsburgh 2005 — 2009
Bachelor of Science in Business Administration, Finance, Economics
Jack Benjamin Jack Benjamin's Citi Smith Barney Experience January 2008 - May 2008
Job Brokerage Associate at Vanguard
Industry Investment Management
Experience
Vanguard September 2013 - Present
Vanguard February 2013 - August 2013
Arizona State University August 2008 - May 2012
New York Life Insurance Company June 2010 - August 2010
Lakeside Field Club May 2006 - August 2009
Citi-Smith Barney January 2008 - May 2008
Outhouse Orchards October 2005 - October 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, Research, Financial Modeling, Public Speaking, Social Media, Customer Service, Microsoft Word, Finance, Leadership, Management, Sales, Business Planning, Access, Analysis, Time Management, Market Research, Investments, CRM
Education
Arizona State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Arizona State University - W. P. Carey School of Business 2008 — 2012
Finance, International Business
Vanguard September 2013 - Present
Vanguard February 2013 - August 2013
Arizona State University August 2008 - May 2012
New York Life Insurance Company June 2010 - August 2010
Lakeside Field Club May 2006 - August 2009
Citi-Smith Barney January 2008 - May 2008
Outhouse Orchards October 2005 - October 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, Research, Financial Modeling, Public Speaking, Social Media, Customer Service, Microsoft Word, Finance, Leadership, Management, Sales, Business Planning, Access, Analysis, Time Management, Market Research, Investments, CRM
Education
Arizona State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Arizona State University - W. P. Carey School of Business 2008 — 2012
Finance, International Business
Joseph Bowden's Citi Smith Barney Experience April 2007 - June 2009
Job Vice President Financial Advisor Wealth Management at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch June 2009 - January 2015
Citi Smith Barney April 2007 - June 2009
Davis School District March 2003 - March 2007
Education
Florida International University 2010 — 2011
MBA, Business
Weber State University 2000 — 2006
Bachelor of Science (B.S.), English
Brigham Young University 2004 — 2004
BA, English
Merrill Lynch January 2015 - Present
Merrill Lynch June 2009 - January 2015
Citi Smith Barney April 2007 - June 2009
Davis School District March 2003 - March 2007
Education
Florida International University 2010 — 2011
MBA, Business
Weber State University 2000 — 2006
Bachelor of Science (B.S.), English
Brigham Young University 2004 — 2004
BA, English
Miguel Montaño Jr.'s Citi Smith Barney Experience August 2007 - January 2008
Job Client Service Professional at JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase May 2013 - Present
JPMorgan Chase February 2011 - May 2013
Brooklyn Cyclones February 2010 - February 2011
Citi Smith Barney August 2007 - January 2008
Skills
Event Planning, Marketing, Customer Satisfaction, Sales, Customer Service, Business Development, Finance, Financial Services, Networking, Event Management, Relationship Management, Portfolio Management, Leadership, Banking, Credit, Loans
Education
College of Mount Saint Vincent 2006 — 2009
Bachelor of Arts, Business
JPMorgan Chase May 2013 - Present
JPMorgan Chase February 2011 - May 2013
Brooklyn Cyclones February 2010 - February 2011
Citi Smith Barney August 2007 - January 2008
Skills
Event Planning, Marketing, Customer Satisfaction, Sales, Customer Service, Business Development, Finance, Financial Services, Networking, Event Management, Relationship Management, Portfolio Management, Leadership, Banking, Credit, Loans
Education
College of Mount Saint Vincent 2006 — 2009
Bachelor of Arts, Business
Dominic Maurillo's Citi Smith Barney Experience June 2007 - December 2010
Job Chief Operating Officer, Private Company
Industry Investment Management
Experience
COO Private Company February 2014 - Present
Xchange Benefits March 2011 - November 2014
Morgan Stanley Investment Management July 2011 - February 2014
Morgan Stanley Smith Barney June 2010 - July 2011
Citi Smith Barney June 2007 - December 2010
Citi Smith Barney January 2007 - November 2010
DF King & Co., Inc. January 1999 - May 2007
Skills
Strategy Development, Asset Management, Financial Analysis, Financial Modeling, Financial Management, Due Diligence, Strategic Planning, Operational Excellence, Risk Management, Asset Managment, Managerial Finance, Strategy, Global Management, Private Equity, Distribution Strategies, Global Finance, Change Management, Financial Services, Mutual Funds, Investments, Bloomberg, Start-ups, Finance, Executive Management, Capital Markets, Banking, Investment Advisory, Wealth Management, Management, Alternative Investments, Financial Advisory, Investment Management, Hedge Funds, Investment Strategies, Securities, Venture Capital, Governance, Strategic Financial..., Financial Markets, Restructuring, Relationship Management, Options, Operational Risk, Consulting, Fund Of Funds, Portfolio Management, Leadership, Fixed Income, Equities, Series 63
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Finance and Management, MBA
Fordham University
BS, Economics
COO Private Company February 2014 - Present
Xchange Benefits March 2011 - November 2014
Morgan Stanley Investment Management July 2011 - February 2014
Morgan Stanley Smith Barney June 2010 - July 2011
Citi Smith Barney June 2007 - December 2010
Citi Smith Barney January 2007 - November 2010
DF King & Co., Inc. January 1999 - May 2007
Skills
Strategy Development, Asset Management, Financial Analysis, Financial Modeling, Financial Management, Due Diligence, Strategic Planning, Operational Excellence, Risk Management, Asset Managment, Managerial Finance, Strategy, Global Management, Private Equity, Distribution Strategies, Global Finance, Change Management, Financial Services, Mutual Funds, Investments, Bloomberg, Start-ups, Finance, Executive Management, Capital Markets, Banking, Investment Advisory, Wealth Management, Management, Alternative Investments, Financial Advisory, Investment Management, Hedge Funds, Investment Strategies, Securities, Venture Capital, Governance, Strategic Financial..., Financial Markets, Restructuring, Relationship Management, Options, Operational Risk, Consulting, Fund Of Funds, Portfolio Management, Leadership, Fixed Income, Equities, Series 63
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Finance and Management, MBA
Fordham University
BS, Economics
Lisa Effron's Citi Smith Barney Experience March 2008 - May 2009
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi Smith Barney March 2008 - May 2009
Merrill Lynch June 1998 - March 2008
Design Strategy Corporation 1996 - 1998
Education
Bryant University 1990 — 1994
Morgan Stanley Smith Barney June 2009 - Present
Citi Smith Barney March 2008 - May 2009
Merrill Lynch June 1998 - March 2008
Design Strategy Corporation 1996 - 1998
Education
Bryant University 1990 — 1994
Goutam Ghosh's Citi Smith Barney Experience 2005 - 2009
Job Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Securities 2009 - Present
Citi Smith Barney 2005 - 2009
Smith Barney 2005 - 2009
Merrill Lynch 2002 - 2005
Pershing 1998 - 2002
PHDCCI 1984 - 1984
Skills
Asset Management, Asset Managment, Business Intelligence, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 7, Wealth Management, Investment Banking, Finance, Capital Markets, Leadership, Portfolio Management, Financial Services, Banking, Derivatives
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Birla Institute of Technology 1981 — 1983
M.B.A., Marketing and International Business
Delhi University 1978 — 1981
HSBC Securities 2009 - Present
Citi Smith Barney 2005 - 2009
Smith Barney 2005 - 2009
Merrill Lynch 2002 - 2005
Pershing 1998 - 2002
PHDCCI 1984 - 1984
Skills
Asset Management, Asset Managment, Business Intelligence, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 7, Wealth Management, Investment Banking, Finance, Capital Markets, Leadership, Portfolio Management, Financial Services, Banking, Derivatives
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Birla Institute of Technology 1981 — 1983
M.B.A., Marketing and International Business
Delhi University 1978 — 1981
David Tanenbaum's Citi Smith Barney Experience 2006 - 2008
Job President, Level Threaded Clothing, Inc.
Industry Apparel & Fashion
Experience
Level Threaded Clothing, Inc. 2014 - Present
Coletane Industries, Inc. 2013 - Present
Bloomberg Law 2008 - 2013
Citi Smith Barney 2006 - 2008
Proskauer Rose 2004 - 2005
CL Industries, LLC 2003 - 2004
Weil Gotshal & Manges 1998 - 2001
Cadwalader 1997 - 1998
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA
Benjamin N. Cardozo School of Law, Yeshiva University 1994 — 1997
JD
Emory University 1990 — 1994
Bachelor of Business Administration (BBA)
Lawrenceville 1985 — 1990
Level Threaded Clothing, Inc. 2014 - Present
Coletane Industries, Inc. 2013 - Present
Bloomberg Law 2008 - 2013
Citi Smith Barney 2006 - 2008
Proskauer Rose 2004 - 2005
CL Industries, LLC 2003 - 2004
Weil Gotshal & Manges 1998 - 2001
Cadwalader 1997 - 1998
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA
Benjamin N. Cardozo School of Law, Yeshiva University 1994 — 1997
JD
Emory University 1990 — 1994
Bachelor of Business Administration (BBA)
Lawrenceville 1985 — 1990
Darren A. Barreto's Citi Smith Barney Experience November 2006 - November 2007
Job PROFESSIONAL in the areas of FINANCE, ENTREPRENEURSHIP & EDUCATION
Industry Entertainment
Experience
TIAA-CREF March 2008 - Present
HEYDAY ENTERTAINMENT LLC 2011 - 2013
Citi Smith Barney November 2006 - November 2007
Skills
Management, Series 7, Mutual Funds, Wealth Management, Series 63, Investments, Financial Services, Asset Allocation, Asset Management, Strategic Financial..., Retirement Planning, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2006
Master of Business Administration (MBA), Statistics
State University of New York College at Oneonta 1986 — 1989
Bachelor of Science (BS), Business/Managerial Economics
TIAA-CREF March 2008 - Present
HEYDAY ENTERTAINMENT LLC 2011 - 2013
Citi Smith Barney November 2006 - November 2007
Skills
Management, Series 7, Mutual Funds, Wealth Management, Series 63, Investments, Financial Services, Asset Allocation, Asset Management, Strategic Financial..., Retirement Planning, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2006
Master of Business Administration (MBA), Statistics
State University of New York College at Oneonta 1986 — 1989
Bachelor of Science (BS), Business/Managerial Economics
Lisa (Epstein) Romano's Citi Smith Barney Experience April 2006 - May 2009
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
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
Natalie Santiago (Martellacci)'s Citi Smith Barney Experience June 1997 - June 2009
Job Financial Services/Equity Compensation consulting services at NSM Consulting
Industry Financial Services
Experience
LA Fitness May 2015 - Present
Healthtrax Fitness & Wellness April 2015 - Present
NSM Consulting September 2014 - Present
Morgan Stanley Wealth Management June 2009 - September 2014
Citi Smith Barney June 1997 - June 2009
Prudential Securities – New York, NY January 1993 - May 1997
Skills
Product Management, Cross-platform..., Cross-functional Team..., Web Project Management, Business Requirements, User Acceptance Testing, Marketing Communications, Training & Development, User Experience, Usability, Vendor Management, Multilingual, FX, Product Development, Product Life Cycle..., Equities, Product Design, Product Demonstration, Financial Services, Risk Management, FX Options, Employee Training, Investments, Product Lifecycle..., Securities, Asset Management, Business Analysis, FINRA, Relationship Management, Strategy, Management, Wealth Management, Finance, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1991 — 1996
Brooklyn Tech
LA Fitness May 2015 - Present
Healthtrax Fitness & Wellness April 2015 - Present
NSM Consulting September 2014 - Present
Morgan Stanley Wealth Management June 2009 - September 2014
Citi Smith Barney June 1997 - June 2009
Prudential Securities – New York, NY January 1993 - May 1997
Skills
Product Management, Cross-platform..., Cross-functional Team..., Web Project Management, Business Requirements, User Acceptance Testing, Marketing Communications, Training & Development, User Experience, Usability, Vendor Management, Multilingual, FX, Product Development, Product Life Cycle..., Equities, Product Design, Product Demonstration, Financial Services, Risk Management, FX Options, Employee Training, Investments, Product Lifecycle..., Securities, Asset Management, Business Analysis, FINRA, Relationship Management, Strategy, Management, Wealth Management, Finance, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1991 — 1996
Brooklyn Tech
Heath Novak's Citi Smith Barney Experience 2005 - 2008
Job VP, Specialized Fiduciary Officer at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management May 2012 - Present
SunTrust Bank December 2009 - May 2012
Wachovia June 2008 - December 2009
Citi Smith Barney 2005 - 2008
Skills
Estate Planning, High Net Worth..., Portfolio Management, Wealth Management, Leadership
Education
Fordham University 2005 — 2005
Executive Certificate in Financial Planning
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer School Programme
University of Michigan 1999 — 2003
BA
U.S. Trust, Bank of America Private Wealth Management May 2012 - Present
SunTrust Bank December 2009 - May 2012
Wachovia June 2008 - December 2009
Citi Smith Barney 2005 - 2008
Skills
Estate Planning, High Net Worth..., Portfolio Management, Wealth Management, Leadership
Education
Fordham University 2005 — 2005
Executive Certificate in Financial Planning
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer School Programme
University of Michigan 1999 — 2003
BA
Briana Gigliotti's Citi Smith Barney Experience May 2006 - January 2008
Job Design Director COVA
Industry Design
Experience
COVA July 2014 - Present
Quiksilver September 2010 - July 2014
VOLCOM April 2010 - August 2010
Ezekiel April 2010 - June 2010
Wells Fargo Advisors, LLC January 2008 - April 2010
Citi Smith Barney May 2006 - January 2008
Skills
Fashion, Photoshop, Illustrator, Apparel, Trend Analysis, Tech Packs, Fashion Design, Adobe Creative Suite, Styling, Brand Development, Trend, Sportswear, Sketching, Wovens, Knitwear, Swimwear, Graphic Design, Product Development, Technical Design, Mood Boards, Draping, Fashion Illustration, Outerwear, Merchandising, Trend Forecasting, Sewing, Visual Merchandising
Education
Fashion Institute of Design & Merchandising 2009 — 2010
Merchandise Product Development
University of California, Irvine 2002 — 2006
B.A., Anthropology, Psychology
COVA July 2014 - Present
Quiksilver September 2010 - July 2014
VOLCOM April 2010 - August 2010
Ezekiel April 2010 - June 2010
Wells Fargo Advisors, LLC January 2008 - April 2010
Citi Smith Barney May 2006 - January 2008
Skills
Fashion, Photoshop, Illustrator, Apparel, Trend Analysis, Tech Packs, Fashion Design, Adobe Creative Suite, Styling, Brand Development, Trend, Sportswear, Sketching, Wovens, Knitwear, Swimwear, Graphic Design, Product Development, Technical Design, Mood Boards, Draping, Fashion Illustration, Outerwear, Merchandising, Trend Forecasting, Sewing, Visual Merchandising
Education
Fashion Institute of Design & Merchandising 2009 — 2010
Merchandise Product Development
University of California, Irvine 2002 — 2006
B.A., Anthropology, Psychology
Robert Romano's Citi Smith Barney Experience June 1999 - January 2001
Job Head of Equity Sales at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 2011 - Present
Morgan Stanley Smith Barney August 2009 - December 2011
Smith Barney January 2002 - August 2009
Citi January 2001 - January 2002
Citi Smith Barney June 1999 - January 2001
Skills
Series 7, Series 63, Equities, Bloomberg, Wealth Management, Investments, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Equity Research, Securities, Financial Markets, High Net Worth..., Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
MBA, Finance
Franklin & Marshall College 1995 — 1999
BA, Business Administration
UBS Wealth Management December 2011 - Present
Morgan Stanley Smith Barney August 2009 - December 2011
Smith Barney January 2002 - August 2009
Citi January 2001 - January 2002
Citi Smith Barney June 1999 - January 2001
Skills
Series 7, Series 63, Equities, Bloomberg, Wealth Management, Investments, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Equity Research, Securities, Financial Markets, High Net Worth..., Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
MBA, Finance
Franklin & Marshall College 1995 — 1999
BA, Business Administration
William Levy's Citi Smith Barney Experience June 1997 - February 2002
Job VP at Citibank
Industry Financial Services
Experience
Citigroup Global Markets Inc July 2005 - Present
Citigroup Global Markets Inc June 2004 - July 2005
Citigroup Global Markets Inc February 2002 - June 2004
Citi Smith Barney June 1997 - February 2002
Skills
Swaps, Trading, Portfolio Management, Options, Securities, Banking, Commodity, Financial Risk, Trading Systems
Education
Valley Forge Military Academy & College 1994 — 1997
High School
Dickinson College
B.A, Economics
Citigroup Global Markets Inc July 2005 - Present
Citigroup Global Markets Inc June 2004 - July 2005
Citigroup Global Markets Inc February 2002 - June 2004
Citi Smith Barney June 1997 - February 2002
Skills
Swaps, Trading, Portfolio Management, Options, Securities, Banking, Commodity, Financial Risk, Trading Systems
Education
Valley Forge Military Academy & College 1994 — 1997
High School
Dickinson College
B.A, Economics
Cintia De Sena's Citi Smith Barney Experience October 2007 - December 2007
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
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
Tara Chiappone's Citi Smith Barney Experience September 2006 - September 2009
Job Business Development Manager at CJM Wealth Management
Industry Financial Services
Experience
CJM Wealth Management July 2015 - Present
Morgan Stanley Smith Barney September 2009 - January 2011
Citi Smith Barney September 2006 - September 2009
UBS Wealth Management September 2004 - September 2006
Skills
FINRA, Investments, Securities, Risk Management, Financial Risk, KYC, AML, Financial Services, OFAC, Due Diligence, Securities Regulation, USA PATRIOT Act, Capital Markets, Mutual Funds, Equities, Anti Money Laundering, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
Bachelor's degree, Business Journalism
Kellenberg Memorial High School 1994 — 1998
CJM Wealth Management July 2015 - Present
Morgan Stanley Smith Barney September 2009 - January 2011
Citi Smith Barney September 2006 - September 2009
UBS Wealth Management September 2004 - September 2006
Skills
FINRA, Investments, Securities, Risk Management, Financial Risk, KYC, AML, Financial Services, OFAC, Due Diligence, Securities Regulation, USA PATRIOT Act, Capital Markets, Mutual Funds, Equities, Anti Money Laundering, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
Bachelor's degree, Business Journalism
Kellenberg Memorial High School 1994 — 1998
Edwin M Reyes's Citi Smith Barney Experience September 2006 - January 2009
Job Global Wealth Management Financial Planning & Analysis
Industry Banking
Experience
J.P. Morgan Asset Management December 2014 - Present
Morgan Stanley January 2009 - December 2014
Citi - Smith Barney September 2006 - January 2009
Oracle Service Inc, Accounting Firm January 2006 - August 2006
Williams Lea Corporate Information SolutionsContracted by Goldman Sachs New York Group April 2005 - January 2006
El Impulso News January 2002 - July 2003
Skills
Bloomberg, Equities, Fixed Income, Investments, Portfolio Management, Mutual Funds, Securities, Financial Modeling, Alternative Investments, Asset Management, Financial Analysis, Series 7, Investment Advisory, Financial Services, Asset Allocation, Corporate Finance, Forecasting
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Finance
Investment Banking Institute
Financial Modeling and Valuation
Columbia University
English as a Second Language., English Language and Literature/Letters
Yacambu University
Bachelor's degree, Public Accounting
J.P. Morgan Asset Management December 2014 - Present
Morgan Stanley January 2009 - December 2014
Citi - Smith Barney September 2006 - January 2009
Oracle Service Inc, Accounting Firm January 2006 - August 2006
Williams Lea Corporate Information SolutionsContracted by Goldman Sachs New York Group April 2005 - January 2006
El Impulso News January 2002 - July 2003
Skills
Bloomberg, Equities, Fixed Income, Investments, Portfolio Management, Mutual Funds, Securities, Financial Modeling, Alternative Investments, Asset Management, Financial Analysis, Series 7, Investment Advisory, Financial Services, Asset Allocation, Corporate Finance, Forecasting
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Finance
Investment Banking Institute
Financial Modeling and Valuation
Columbia University
English as a Second Language., English Language and Literature/Letters
Yacambu University
Bachelor's degree, Public Accounting
Amanda Kernan's Citi Smith Barney Experience May 2007 - August 2007
Job Jacobson Law and Business Fellow
Industry Law Practice
Experience
NYU School of Law AssociateDebevoise & PlimptonJune 2009 - 2014
U.S. Bankruptcy Court October 2012 - October 2013
U.S. Attorney's Office - EDNY 2008 - 2008
Citi Smith Barney May 2007 - August 2007
Morgan Stanley Smith Barney 2006 - 2007
Skills
Commercial Litigation, Intellectual Property, Securities Regulation, International Law, Corporate Governance, Bankruptcy, Securities Litigation, Growth Capital, International Criminal..., Licensing
Education
University of Chicago Law School 2007 — 2010
Doctor of Law (J.D.)
Emory University 2003 — 2007
Bachelor of Arts (B.A.), Political Science, Sociology
NYU School of Law AssociateDebevoise & PlimptonJune 2009 - 2014
U.S. Bankruptcy Court October 2012 - October 2013
U.S. Attorney's Office - EDNY 2008 - 2008
Citi Smith Barney May 2007 - August 2007
Morgan Stanley Smith Barney 2006 - 2007
Skills
Commercial Litigation, Intellectual Property, Securities Regulation, International Law, Corporate Governance, Bankruptcy, Securities Litigation, Growth Capital, International Criminal..., Licensing
Education
University of Chicago Law School 2007 — 2010
Doctor of Law (J.D.)
Emory University 2003 — 2007
Bachelor of Arts (B.A.), Political Science, Sociology
Jonathan McGinn's Citi Smith Barney Experience February 2008 - March 2009
Job Customer Experience Manager at Peer 1 Hosting
Industry Information Technology and Services
Experience
Peer 1 Hosting August 2011 - Present
Citi Smith Barney February 2008 - March 2009
Education
Dickinson College 2001 — 2005
Peer 1 Hosting August 2011 - Present
Citi Smith Barney February 2008 - March 2009
Education
Dickinson College 2001 — 2005
Joseph N. Mazzucco's Citi Smith Barney Experience January 2006 - January 2010
Job Associate Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2010 - Present
Citi Smith Barney January 2006 - January 2010
Citi September 2004 - December 2005
Education
Fordham University
Bachelor of Science (BS) - Business Administration
Fordham Preparatory School 1996 — 2000
High School Diploma
Wells Fargo Advisors, LLC January 2010 - Present
Citi Smith Barney January 2006 - January 2010
Citi September 2004 - December 2005
Education
Fordham University
Bachelor of Science (BS) - Business Administration
Fordham Preparatory School 1996 — 2000
High School Diploma
Joan Miao's Citi Smith Barney Experience June 2007 - July 2008
Job CEO, US Marine Ranch
Industry International Trade and Development
Experience
Seattle University March 2015 - Present
US Marine Ranch Co. April 2014 - Present
Baruch College August 2013 - December 2014
Morgan Stanley Wealth Management July 2008 - April 2014
Citi Smith Barney June 2007 - July 2008
Janover LLC February 2001 - December 2005
Skills
US GAAP reporting, P&L Financial Management, Accounting, Financial Modeling, Corporate Finance, Performance Improvement, Team Leadership, Banking, Valuation, Strategy, Risk Management, Business Analysis, Financial Analysis, Equities, Financial Services, Portfolio Management, Strategic Financial..., Investments, Due Diligence, Mutual Funds, Securities, Alternative Investments, Private Equity
Education
Columbia University - Columbia Business School 2006 — 2007
MBA, Finance
Baruch College 1997 — 2000
BBA, Major - Accounting, Minor - Computer Information System
Seattle University March 2015 - Present
US Marine Ranch Co. April 2014 - Present
Baruch College August 2013 - December 2014
Morgan Stanley Wealth Management July 2008 - April 2014
Citi Smith Barney June 2007 - July 2008
Janover LLC February 2001 - December 2005
Skills
US GAAP reporting, P&L Financial Management, Accounting, Financial Modeling, Corporate Finance, Performance Improvement, Team Leadership, Banking, Valuation, Strategy, Risk Management, Business Analysis, Financial Analysis, Equities, Financial Services, Portfolio Management, Strategic Financial..., Investments, Due Diligence, Mutual Funds, Securities, Alternative Investments, Private Equity
Education
Columbia University - Columbia Business School 2006 — 2007
MBA, Finance
Baruch College 1997 — 2000
BBA, Major - Accounting, Minor - Computer Information System
Lorraine Gallagher's Citi Smith Barney Experience June 2006 - May 2009
Job Vice President and Sr. Trust Officer, Capital One, N.A.
Industry Financial Services
Experience
Capital One November 2010 - Present
Morgan Stanley Smith Barney June 2009 - December 2010
Citi Smith Barney June 2006 - May 2009
Bank of America June 1992 - June 2006
Skills
Series 7, FINRA, Wealth Management, Private Banking, Asset Managment, Investments, Strategic Financial..., Fixed Income, Mutual Funds, Asset Allocation, Portfolio Management, Banking, Investment Management, Hedge Funds, Equities, Risk Management, Wealth Management..., Series 63, Alternative Investments, Estate Planning, Securities, Financial Risk
Education
Adelphi University 1990 — 1994
MBA, Finance
Pace University - Lubin School of Business 1982 — 1986
BBA, Accounting
Capital One November 2010 - Present
Morgan Stanley Smith Barney June 2009 - December 2010
Citi Smith Barney June 2006 - May 2009
Bank of America June 1992 - June 2006
Skills
Series 7, FINRA, Wealth Management, Private Banking, Asset Managment, Investments, Strategic Financial..., Fixed Income, Mutual Funds, Asset Allocation, Portfolio Management, Banking, Investment Management, Hedge Funds, Equities, Risk Management, Wealth Management..., Series 63, Alternative Investments, Estate Planning, Securities, Financial Risk
Education
Adelphi University 1990 — 1994
MBA, Finance
Pace University - Lubin School of Business 1982 — 1986
BBA, Accounting
Sandi Sculac's Citi Smith Barney Experience 2005 - 2009
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
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
Brett Schwemmer's Citi Smith Barney Experience June 2008 - December 2008
Job Program Coordinator at International Relief Teams
Industry Nonprofit Organization Management
Experience
International Relief Teams April 2014 - Present
Total Merchant Supplies August 2013 - March 2014
Coachella Valley Rescue Mission November 2012 - July 2013
Martha's Village and Kitchen January 2012 - November 2012
Paxson Productions LLC September 2011 - November 2011
Pearson Fuels July 2011 - September 2011
Music Gaming Ent. / ArtGuitar May 2009 - May 2011
La Costa Investment Group January 2009 - June 2009
California Council for Excellence August 2008 - December 2008
Citi Smith Barney June 2008 - December 2008
Skills
Adobe InDesign, Adobe Photoshop, Adobe Illustrator, Adobe Fireworks, Adobe Bridge, Adobe Software, Adobe Dreamweaver, Microsoft Office, Social Media, InDesign, Photoshop, Illustrator, SEO, Fundraising, Social Media Marketing, Event Management, Leadership, Market Research, Advertising, Communication Skills, Marketing Strategy, Digital Media, Management, Communication, Customer Service, Sales, Public Speaking, Marketing
Education
California State University-San Marcos - College of Business Administration 2003 — 2009
BS, Marketing
International Relief Teams April 2014 - Present
Total Merchant Supplies August 2013 - March 2014
Coachella Valley Rescue Mission November 2012 - July 2013
Martha's Village and Kitchen January 2012 - November 2012
Paxson Productions LLC September 2011 - November 2011
Pearson Fuels July 2011 - September 2011
Music Gaming Ent. / ArtGuitar May 2009 - May 2011
La Costa Investment Group January 2009 - June 2009
California Council for Excellence August 2008 - December 2008
Citi Smith Barney June 2008 - December 2008
Skills
Adobe InDesign, Adobe Photoshop, Adobe Illustrator, Adobe Fireworks, Adobe Bridge, Adobe Software, Adobe Dreamweaver, Microsoft Office, Social Media, InDesign, Photoshop, Illustrator, SEO, Fundraising, Social Media Marketing, Event Management, Leadership, Market Research, Advertising, Communication Skills, Marketing Strategy, Digital Media, Management, Communication, Customer Service, Sales, Public Speaking, Marketing
Education
California State University-San Marcos - College of Business Administration 2003 — 2009
BS, Marketing
Sarah Betancourt, CEP's Citi Smith Barney Experience October 2000 - November 2008
Job First Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2008 - Present
Citi Smith Barney October 2000 - November 2008
Citi Smith Barney March 1994 - September 2000
Skills
Financial Reporting, Equities, Budgets, Series 7, Business Development, Portfolio Management, Investments, Business Analysis, Accounting, CRM
Education
Fordham University
Bachelor of Arts, Psychology/Business Admin.
Morgan Stanley Smith Barney December 2008 - Present
Citi Smith Barney October 2000 - November 2008
Citi Smith Barney March 1994 - September 2000
Skills
Financial Reporting, Equities, Budgets, Series 7, Business Development, Portfolio Management, Investments, Business Analysis, Accounting, CRM
Education
Fordham University
Bachelor of Arts, Psychology/Business Admin.
Alison Ko's Citi Smith Barney Experience June 2008 - August 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs November 2012 - January 2015
McLagan January 2012 - November 2012
McLagan July 2010 - January 2012
Jackson Grant Consulting June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Skills
Private Equity fund..., Investor Communications, Data Analysis, Financial Analysis, Manage Client..., Microsoft Excel, Financial Modeling, Economics, Benchmarking, Management Consulting, Market Research, Business Analysis, Microsoft Office, Fund Administration
Education
Cornell University 2006 — 2010
BA, Economics
The University of Hong Kong 2009 — 2009
BA, Economics
Darien High School 2002 — 2006
Goldman Sachs January 2015 - Present
Goldman Sachs November 2012 - January 2015
McLagan January 2012 - November 2012
McLagan July 2010 - January 2012
Jackson Grant Consulting June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Skills
Private Equity fund..., Investor Communications, Data Analysis, Financial Analysis, Manage Client..., Microsoft Excel, Financial Modeling, Economics, Benchmarking, Management Consulting, Market Research, Business Analysis, Microsoft Office, Fund Administration
Education
Cornell University 2006 — 2010
BA, Economics
The University of Hong Kong 2009 — 2009
BA, Economics
Darien High School 2002 — 2006
gnanaprakash arumugam's Citi Smith Barney Experience 2007 - October 2010
Job Senior Analyst mainframe / HP Exstream Dialogue
Industry Information Technology and Services
Experience
ConEdison Solutions October 2014 - Present
Wells Fargo March 2013 - September 2014
Xerox August 2012 - March 2013
OptumInsight April 2012 - July 2012
Wells Fargo October 2010 - April 2012
Citi Smith Barney 2007 - October 2010
Infosys November 2005 - December 2007
Skills
COBOL, CICS, MVS, HP exstream dialogue, streamweaver, Requirements Analysis, HP, Analysis, Programming, JCL, Mainframe, Fileaid, VSAM, DB2, IBM Mainframe, Business Analysis, Application Development, SDLC, Endevor, Banking, TSO, Documentation, Document Management, Endeavor, Business Requirements, Requirements Gathering, Software Project..., Software Development, HP Exstream, Software Documentation, StreamWeaver
Education
Anna University 2001 — 2005
Bachelor of engineering
ConEdison Solutions October 2014 - Present
Wells Fargo March 2013 - September 2014
Xerox August 2012 - March 2013
OptumInsight April 2012 - July 2012
Wells Fargo October 2010 - April 2012
Citi Smith Barney 2007 - October 2010
Infosys November 2005 - December 2007
Skills
COBOL, CICS, MVS, HP exstream dialogue, streamweaver, Requirements Analysis, HP, Analysis, Programming, JCL, Mainframe, Fileaid, VSAM, DB2, IBM Mainframe, Business Analysis, Application Development, SDLC, Endevor, Banking, TSO, Documentation, Document Management, Endeavor, Business Requirements, Requirements Gathering, Software Project..., Software Development, HP Exstream, Software Documentation, StreamWeaver
Education
Anna University 2001 — 2005
Bachelor of engineering
Rick Kirkinis's Citi Smith Barney Experience October 1991 - January 2009
Job Managing Director Wealth Management Portfolio Manager at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services February 2009 - Present
Citi Smith Barney October 1991 - January 2009
Prudential Securities September 1985 - October 1991
JB Hanauer and Company September 1980 - September 1985
Education
Fairleigh Dickinson University
BS, Marketing and Business Administration
UBS Financial Services February 2009 - Present
Citi Smith Barney October 1991 - January 2009
Prudential Securities September 1985 - October 1991
JB Hanauer and Company September 1980 - September 1985
Education
Fairleigh Dickinson University
BS, Marketing and Business Administration
Darren De Angelis's Citi Smith Barney Experience August 2006 - Present
Job Specialist at Citi Smith Barney
Industry Investment Management
Experience
Citi Smith Barney August 2006 - Present
Education
Elizabethtown College 2002 — 2006
BS, Business Administration
Citi Smith Barney August 2006 - Present
Education
Elizabethtown College 2002 — 2006
BS, Business Administration
Matt Lucadano's Citi Smith Barney Experience Title RepStewart TitleDecember 1998 - February 2005
Job Financial Advisor at Citi Smith Barney
Industry Financial Services
Experience
Citi Smith Barney Title RepStewart TitleDecember 1998 - February 2005
Education
California State University-Northridge 1996 — 1998
US History
Ventura College 1994 — 1996
AA, Liberal Arts
Citi Smith Barney Title RepStewart TitleDecember 1998 - February 2005
Education
California State University-Northridge 1996 — 1998
US History
Ventura College 1994 — 1996
AA, Liberal Arts
Frank Drago's Citi Smith Barney Experience 2006 - 2009
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
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
Susana Ng's Citi Smith Barney Experience December 2003 - June 2009
Job Compliance Officer at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2009 - October 2012
Citi Smith Barney December 2003 - June 2009
Citi Smith Barney July 2000 - December 2003
Morgan Stanley Dean Witter September 1997 - July 2000
Skills
FINRA, Securities, Series 7, Series 63
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Business Management
Manhattan Center for Science and Mathematics
HS Diploma, Math and Science
St. Josephs School
Morgan Stanley Smith Barney 2009 - October 2012
Citi Smith Barney December 2003 - June 2009
Citi Smith Barney July 2000 - December 2003
Morgan Stanley Dean Witter September 1997 - July 2000
Skills
FINRA, Securities, Series 7, Series 63
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Business Management
Manhattan Center for Science and Mathematics
HS Diploma, Math and Science
St. Josephs School
Dorothy Wydman's Citi Smith Barney Experience January 2006 - November 2008
Job Sr. Wealth Planner at Wells Fargo Private Bank
Industry Banking
Experience
Wydman Consulting May 2014 - Present
Wells Fargo November 2008 - May 2014
Citi Smith Barney January 2006 - November 2008
Holme Roberts & Owen LLP 1985 - 2006
Skills
Estate Planning, High Net Worth..., Wealth Management, Trusts, Wealth, Wealth Management..., Estate Tax Planning, Trust Services, Retirement Planning, Strategic Financial..., Securities, Retirement, Tax, Finance, Financial Advisory
Education
College for Financial Planning
CFP®, Certified Financial Planner
Nebraska Wesleyan University 1966 — 1968
University of Northern Colorado
Bachelor of Science (BS), Education
Wydman Consulting May 2014 - Present
Wells Fargo November 2008 - May 2014
Citi Smith Barney January 2006 - November 2008
Holme Roberts & Owen LLP 1985 - 2006
Skills
Estate Planning, High Net Worth..., Wealth Management, Trusts, Wealth, Wealth Management..., Estate Tax Planning, Trust Services, Retirement Planning, Strategic Financial..., Securities, Retirement, Tax, Finance, Financial Advisory
Education
College for Financial Planning
CFP®, Certified Financial Planner
Nebraska Wesleyan University 1966 — 1968
University of Northern Colorado
Bachelor of Science (BS), Education
Debra Vincent's Citi Smith Barney Experience January 1993 - January 2009
Job Licensed Sales
Industry Insurance
Experience
Citi Smith Barney January 1993 - January 2009
Smith Barney 1993 - 2000
Education
Life, Health, Variable Annuities and Property Casualty 2009 — 2009
215 and 440 Licenses, Finance Industry
Broward College 1978 — 1980
Coursework towards Associate Degree
Plantation High School 1974 — 1978
General
Citi Smith Barney January 1993 - January 2009
Smith Barney 1993 - 2000
Education
Life, Health, Variable Annuities and Property Casualty 2009 — 2009
215 and 440 Licenses, Finance Industry
Broward College 1978 — 1980
Coursework towards Associate Degree
Plantation High School 1974 — 1978
General
Risa Weintraub's Citi Smith Barney Experience June 2005 - June 2006
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 2006 - Present
Citi Smith Barney June 2005 - June 2006
Citi Smith Barney August 2002 - June 2005
Skills
Marketing, Public Relations, Product Management, Asset Management, Mutual Funds, Advertising
Education
Cornell University 1998 — 2002
Bachelor of Science, Economics and Management
Neuberger Berman June 2006 - Present
Citi Smith Barney June 2005 - June 2006
Citi Smith Barney August 2002 - June 2005
Skills
Marketing, Public Relations, Product Management, Asset Management, Mutual Funds, Advertising
Education
Cornell University 1998 — 2002
Bachelor of Science, Economics and Management
Edward Tarbutton's Citi Smith Barney Experience June 2007 - August 2007
Job Institutional Equity Sales at FBR Capital Markets
Industry Financial Services
Experience
FBR Capital Markets March 2011 - Present
The House DC Charity Golf Tournament February 2010 - Present
Morgan Stanley Smith Barney June 2008 - March 2011
Citi Smith Barney June 2007 - August 2007
Bearing Point Inc June 2006 - August 2006
Skills
Series 7, Equities, Financial Modeling, Bloomberg, Valuation, Hedge Funds, Investments, Portfolio Management, Capital Markets, Series 63, Asset Management, Fixed Income, Financial Analysis, Alternative Investments, Securities, Wealth Management, Mutual Funds, Equity Research, Asset Allocation, Investment Advisory
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Master of Business Administration (MBA)
Penn State University 2004 — 2008
Bachelor of Science, Finance & Economics
Gonzaga College High School 2000 — 2004
FBR Capital Markets March 2011 - Present
The House DC Charity Golf Tournament February 2010 - Present
Morgan Stanley Smith Barney June 2008 - March 2011
Citi Smith Barney June 2007 - August 2007
Bearing Point Inc June 2006 - August 2006
Skills
Series 7, Equities, Financial Modeling, Bloomberg, Valuation, Hedge Funds, Investments, Portfolio Management, Capital Markets, Series 63, Asset Management, Fixed Income, Financial Analysis, Alternative Investments, Securities, Wealth Management, Mutual Funds, Equity Research, Asset Allocation, Investment Advisory
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Master of Business Administration (MBA)
Penn State University 2004 — 2008
Bachelor of Science, Finance & Economics
Gonzaga College High School 2000 — 2004
William Seaward's Citi Smith Barney Experience June 2004 - June 2009
Job Financial Professional, CAMS
Industry Military
Experience
Key West, FL December 2010 - Present
Wells Fargo Advisors November 2009 - November 2010
Citi Smith Barney June 2004 - June 2009
Wachovia/Prudential Securities November 1996 - June 2004
Skills
Strategic Financial..., Risk Management, Strategic Planning, Microsoft Office, Process Improvement, PowerPoint, Financial Analysis, Microsoft Excel, Wealth Management, Analysis, Program Management, Outlook, Team Leadership, Public Speaking, Microsoft Word, Leadership, Series 7, Mutual Funds, Investments, Customer Service, Data Analysis
Education
Curry College 1979 — 1983
BS, Communications
Burlington High School 1975 — 1979
Boston Latin School 1973 — 1975
None, College Prep.
Key West, FL December 2010 - Present
Wells Fargo Advisors November 2009 - November 2010
Citi Smith Barney June 2004 - June 2009
Wachovia/Prudential Securities November 1996 - June 2004
Skills
Strategic Financial..., Risk Management, Strategic Planning, Microsoft Office, Process Improvement, PowerPoint, Financial Analysis, Microsoft Excel, Wealth Management, Analysis, Program Management, Outlook, Team Leadership, Public Speaking, Microsoft Word, Leadership, Series 7, Mutual Funds, Investments, Customer Service, Data Analysis
Education
Curry College 1979 — 1983
BS, Communications
Burlington High School 1975 — 1979
Boston Latin School 1973 — 1975
None, College Prep.
Richard L. Bartholomew II, MBA, CFP®'s Citi Smith Barney Experience 2007 - 2008
Job Wealthcare Advisor at Wealthcare Capital Management
Industry Financial Services
Experience
Wealthcare Capital Management 2010 - Present
ProEquities, Inc. 2008 - 2010
Citi Smith Barney 2007 - 2008
Ronald Blue & Co. 2006 - 2007
Mercer Advisors 2003 - 2006
Morgan Stanley 2002 - 2003
Skills
Wealth Management, Investment Advisory, Retirement, Asset Management, Financial Planning
Education
Marshall University 1997 — 1999
Master of Business Administration (MBA)
Marshall University 1988 — 1994
Bachelor of Business Administration (BBA)
College for Financial Planning
CFP® Program
Wealthcare Capital Management 2010 - Present
ProEquities, Inc. 2008 - 2010
Citi Smith Barney 2007 - 2008
Ronald Blue & Co. 2006 - 2007
Mercer Advisors 2003 - 2006
Morgan Stanley 2002 - 2003
Skills
Wealth Management, Investment Advisory, Retirement, Asset Management, Financial Planning
Education
Marshall University 1997 — 1999
Master of Business Administration (MBA)
Marshall University 1988 — 1994
Bachelor of Business Administration (BBA)
College for Financial Planning
CFP® Program
Aljelin Beh's Citi Smith Barney Experience January 2009 - May 2009
Job Senior at Georgetown University
Industry Higher Education
Experience
Goldman Sachs June 2009 - August 2009
Citi Smith Barney January 2009 - May 2009
Alternative Asset Investment Management January 2009 - May 2009
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Bachelor of Science in Business Administration, Finance
Pace University - Lubin School of Business 2008 — 2009
BBA, Finance, Math
Beijing Language and Culture University 2007 — 2007
Chinese Language Certification, Chinese
Goldman Sachs June 2009 - August 2009
Citi Smith Barney January 2009 - May 2009
Alternative Asset Investment Management January 2009 - May 2009
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Bachelor of Science in Business Administration, Finance
Pace University - Lubin School of Business 2008 — 2009
BBA, Finance, Math
Beijing Language and Culture University 2007 — 2007
Chinese Language Certification, Chinese
Rochelle Silverstrom's Citi Smith Barney Experience 2002 - 2005
Job ERISA & Trust Oversight, Corporate & Investment Bank at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
JP Morgan Securities and Chase Investments October 2011 - October 2013
Morgan Stanley Smith Barney ( Citi Smith Barney) 2005 - 2010
Citi Smith Barney 2002 - 2005
Shearson Lehman 1994 - 2001
Skills
Retirement, Product Management, Financial Services, Pensions, Risk Management, Business Development, Business Strategy, Leadership, Project Management, Series 7, Talent Management, Mutual Funds, Wealth Management, ERISA, Investments, Asset Managment, Asset Allocation, Investment Advisory, Asset Management
Education
City University of New York-Brooklyn College
BA, Poli Sci
Pace University - Lubin School of Business
Finance
JPMorgan Chase October 2013 - Present
JP Morgan Securities and Chase Investments October 2011 - October 2013
Morgan Stanley Smith Barney ( Citi Smith Barney) 2005 - 2010
Citi Smith Barney 2002 - 2005
Shearson Lehman 1994 - 2001
Skills
Retirement, Product Management, Financial Services, Pensions, Risk Management, Business Development, Business Strategy, Leadership, Project Management, Series 7, Talent Management, Mutual Funds, Wealth Management, ERISA, Investments, Asset Managment, Asset Allocation, Investment Advisory, Asset Management
Education
City University of New York-Brooklyn College
BA, Poli Sci
Pace University - Lubin School of Business
Finance
Michael Frischman, CFP®'s Citi Smith Barney Experience October 1993 - December 2008
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2008 - Present
Citi Smith Barney October 1993 - December 2008
Skills
Wealth Management, Investment Advisory, Retirement, Retirement Planning, Securities, Finance, Financial Planning, Financial Services, Investment Strategies, Investments, Mutual Funds, Financial Advisory, Portfolio Management
Education
California State University-Northridge 1985 — 1990
Finance, Business Administration and Management, General
Merrill Lynch December 2008 - Present
Citi Smith Barney October 1993 - December 2008
Skills
Wealth Management, Investment Advisory, Retirement, Retirement Planning, Securities, Finance, Financial Planning, Financial Services, Investment Strategies, Investments, Mutual Funds, Financial Advisory, Portfolio Management
Education
California State University-Northridge 1985 — 1990
Finance, Business Administration and Management, General
John H. Pitts, Jr.'s Citi Smith Barney Experience 2005 - 2008
Job Business Development & Marketing
Industry Oil & Energy
Experience
NEM USA CORP 2011 - 2013
GEAR Solar 2009 - 2011
Citi - Smith Barney 2005 - 2008
Levitan & Associates, Inc. 1996 - 2005
MetLife Capital Markets 1990 - 1994
First City National Bank of Texas 1984 - 1990
Amoco Production Company 1979 - 1984
Westinghouse Power Systems 1976 - 1978
Skills
Technical Recruiting, Cloud Computing, Strategy, Marketing, New Business Development, Project Management, Project Finance, Leadership, Mergers & Acquisitions, Energy, Account Management, Solution Selling, Strategic Planning, Marketing Strategy, Sales, Management, Management Consulting
Education
Brown University
Sc.B, Economics and Engineering
The University of Chicago - Booth School of Business
MBA, Specialization in Business Economics. Concentrations in Finance & Marketing
NEM USA CORP 2011 - 2013
GEAR Solar 2009 - 2011
Citi - Smith Barney 2005 - 2008
Levitan & Associates, Inc. 1996 - 2005
MetLife Capital Markets 1990 - 1994
First City National Bank of Texas 1984 - 1990
Amoco Production Company 1979 - 1984
Westinghouse Power Systems 1976 - 1978
Skills
Technical Recruiting, Cloud Computing, Strategy, Marketing, New Business Development, Project Management, Project Finance, Leadership, Mergers & Acquisitions, Energy, Account Management, Solution Selling, Strategic Planning, Marketing Strategy, Sales, Management, Management Consulting
Education
Brown University
Sc.B, Economics and Engineering
The University of Chicago - Booth School of Business
MBA, Specialization in Business Economics. Concentrations in Finance & Marketing
Ellen Bailey's Citi Smith Barney Experience 1996 - 2008
Job Senior Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2008 - Present
Morgan Stanley Wealth Management 2008 - Present
Citi Smith Barney 1996 - 2008
Education
Colgate University 1990 — 1994
BA, English, Economics, Religion
Morgan Stanley April 2008 - Present
Morgan Stanley Wealth Management 2008 - Present
Citi Smith Barney 1996 - 2008
Education
Colgate University 1990 — 1994
BA, English, Economics, Religion
Scott Covington's Citi Smith Barney Experience December 2005 - December 2008
Job CFO at Prime Wealth Strategies, LLC
Industry Financial Services
Experience
Prime Wealth Strategies August 2013 - Present
Alamo Asset Advisors, LLC January 2012 - September 2013
Ameriprise Financial Services, Inc. January 2009 - January 2012
Citi/ Smith Barney December 2005 - December 2008
Edward Jones September 2003 - December 2005
Charles Schwab 1997 - 2002
Skills
Financial Planning, Asset Management, Retirement Planning, Wealth Management, Investments, Estate Planning, Life Insurance
Education
College for Financial Planning 2011 — 2012
CFP, Certified Financial Planner
Embry Riddle Aeronautical University 1993 — 1995
MBA, Aviation Administration
Brigham Young University 1990 — 1993
B.S., Recreation Management
Prime Wealth Strategies August 2013 - Present
Alamo Asset Advisors, LLC January 2012 - September 2013
Ameriprise Financial Services, Inc. January 2009 - January 2012
Citi/ Smith Barney December 2005 - December 2008
Edward Jones September 2003 - December 2005
Charles Schwab 1997 - 2002
Skills
Financial Planning, Asset Management, Retirement Planning, Wealth Management, Investments, Estate Planning, Life Insurance
Education
College for Financial Planning 2011 — 2012
CFP, Certified Financial Planner
Embry Riddle Aeronautical University 1993 — 1995
MBA, Aviation Administration
Brigham Young University 1990 — 1993
B.S., Recreation Management
Harry Ashforth's Citi Smith Barney Experience June 2007 - July 2007
Job Prudential Real Estate Investors
Industry Real Estate
Experience
Prudential Real Estate Investors September 2014 - Present
Eastdil Secured July 2013 - September 2014
HFF August 2012 - June 2013
RPX Corporation January 2012 - August 2012
RPX Corporation March 2010 - January 2012
Legg Mason Capital Management June 2008 - August 2008
Citi Smith Barney June 2007 - July 2007
Skills
Financial Modeling, Financial Analysis, Excel, Salesforce.com, Economics, Commercial Real Estate, Real Estate
Education
Bowdoin College Alum 2009 2005 — 2009
Bachelor of Arts, Government and Legal Studies, Economics
Deerfield Academy 2001 — 2005
Stanford University Graduate School of Business: Summer Institute for General Management
Prudential Real Estate Investors September 2014 - Present
Eastdil Secured July 2013 - September 2014
HFF August 2012 - June 2013
RPX Corporation January 2012 - August 2012
RPX Corporation March 2010 - January 2012
Legg Mason Capital Management June 2008 - August 2008
Citi Smith Barney June 2007 - July 2007
Skills
Financial Modeling, Financial Analysis, Excel, Salesforce.com, Economics, Commercial Real Estate, Real Estate
Education
Bowdoin College Alum 2009 2005 — 2009
Bachelor of Arts, Government and Legal Studies, Economics
Deerfield Academy 2001 — 2005
Stanford University Graduate School of Business: Summer Institute for General Management
Aaron Sachs's Citi Smith Barney Experience June 2008 - August 2008
Job Business Analyst Senior Consultant at ThoughtWorks
Industry Apparel & Fashion
Experience
ThoughtWorks June 2015 - Present
ThoughtWorks April 2014 - Present
Tefen March 2014 - April 2014
Tefen March 2013 - March 2014
Dolce & Gabbana August 2011 - March 2013
Bristol-Myers Squibb, Princeton, New Jersey May 2010 - August 2010
Almeida Capital February 2010 - April 2010
Bristol Myers Squibb June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Forest Green Park Cemetery June 2006 - August 2006
Skills
Research, Logistics, Forecasting, Management, Sales, PowerPoint, Microsoft Excel, Social Media Marketing, Strategic Planning, Social Media, Market Research, Microsoft Word, Microsoft Office, Customer Service, Marketing, Accounting, Global Business..., Process Optimization, Business Process..., ERP Implementations, POS, PMO Development, Change Management, Software Implementation, Business Strategy, Supply Chain Consulting, Process Consulting, Retail, Analysis, Business Analysis
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science, Finance and Operations and Technology Management
Boston University's London Internship 2010 — 2010
International Management
ThoughtWorks June 2015 - Present
ThoughtWorks April 2014 - Present
Tefen March 2014 - April 2014
Tefen March 2013 - March 2014
Dolce & Gabbana August 2011 - March 2013
Bristol-Myers Squibb, Princeton, New Jersey May 2010 - August 2010
Almeida Capital February 2010 - April 2010
Bristol Myers Squibb June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Forest Green Park Cemetery June 2006 - August 2006
Skills
Research, Logistics, Forecasting, Management, Sales, PowerPoint, Microsoft Excel, Social Media Marketing, Strategic Planning, Social Media, Market Research, Microsoft Word, Microsoft Office, Customer Service, Marketing, Accounting, Global Business..., Process Optimization, Business Process..., ERP Implementations, POS, PMO Development, Change Management, Software Implementation, Business Strategy, Supply Chain Consulting, Process Consulting, Retail, Analysis, Business Analysis
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science, Finance and Operations and Technology Management
Boston University's London Internship 2010 — 2010
International Management
Melissa Louie's Citi Smith Barney Experience June 2007 - August 2007
Job Senior Corporate Accountant at Knowledge Universe
Industry Accounting
Experience
Knowledge Universe June 2015 - Present
Knowledge Universe February 2013 - June 2015
PCI Online February 2012 - September 2012
Portland State University-Accounting September 2009 - June 2011
Umpqua Bank May 2009 - October 2009
Umpqua Bank August 2008 - October 2009
Louie's Village Restaurant January 1996 - August 2008
Citi Smith Barney June 2007 - August 2007
Skills
Conversational Chinese, Social Media, Customer Relations, Spanish, Personal Finance, Chinese, Customer Service, Event Management, Leadership, Management, Sales, Finance, Start-ups, Accounting, Microsoft Excel
Education
Portland State University 2009 — 2011
Bachelor of Science, Business-Accounting
University of Oregon 2004 — 2007
Business, Finance, Spanish, Chinese
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
Bachelor of Arts; Bachelor of Arts, Business-Finance; Spanish
Central University for Nationalities 2005 — 2005
Knowledge Universe June 2015 - Present
Knowledge Universe February 2013 - June 2015
PCI Online February 2012 - September 2012
Portland State University-Accounting September 2009 - June 2011
Umpqua Bank May 2009 - October 2009
Umpqua Bank August 2008 - October 2009
Louie's Village Restaurant January 1996 - August 2008
Citi Smith Barney June 2007 - August 2007
Skills
Conversational Chinese, Social Media, Customer Relations, Spanish, Personal Finance, Chinese, Customer Service, Event Management, Leadership, Management, Sales, Finance, Start-ups, Accounting, Microsoft Excel
Education
Portland State University 2009 — 2011
Bachelor of Science, Business-Accounting
University of Oregon 2004 — 2007
Business, Finance, Spanish, Chinese
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
Bachelor of Arts; Bachelor of Arts, Business-Finance; Spanish
Central University for Nationalities 2005 — 2005
Donna Goldman, CFP®'s Citi Smith Barney Experience December 1995 - December 2009
Job Executive Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2009 - Present
Citi Smith Barney December 1995 - December 2009
Skills
Estate Investment..., Investment Strategies, Retirement, Investments, 401(k) Rollovers
Education
Binghamton University 1977 — 1980
Bachelor of Arts (B.A.), Psychology and a Certificate in Human Services
Cardozo High School
High School
Oppenheimer & Co. Inc. April 2009 - Present
Citi Smith Barney December 1995 - December 2009
Skills
Estate Investment..., Investment Strategies, Retirement, Investments, 401(k) Rollovers
Education
Binghamton University 1977 — 1980
Bachelor of Arts (B.A.), Psychology and a Certificate in Human Services
Cardozo High School
High School
Amanda Yip's Citi Smith Barney Experience June 2008 - August 2008
Job Fixed Income Sales at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2010 - Present
Cornell University January 2007 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Skills
Series 7, Series 63
Education
Cornell University 2007 — 2010
B.S., Hospitality Administration
Rutgers University-New Brunswick 2006 — 2007
Holmdel High School
Morgan Stanley June 2010 - Present
Cornell University January 2007 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Skills
Series 7, Series 63
Education
Cornell University 2007 — 2010
B.S., Hospitality Administration
Rutgers University-New Brunswick 2006 — 2007
Holmdel High School
Lyn Hensle-Hirsch's Citi Smith Barney Experience March 2005 - May 2009
Job Managing Director, CAO of Wealth Management Operations at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2011 - Present
Morgan Stanley Smith Barney 2010 - September 2011
Morgan Stanley Smith Barney June 2009 - January 2010
Citi Smith Barney March 2005 - May 2009
Smith Barney April 1998 - February 2005
Paine Webber January 1996 - March 1998
Paine Webber January 1995 - December 1995
Paine Webber January 1992 - December 1994
Paine Webber January 1988 - December 1991
Skills
Series 7, Wealth Management, Financial Services, Series 63, Mutual Funds, Securities, Business Development, Management, Mergers & Acquisitions, Program Management, Asset Allocation, FINRA, Alternative Investments, Series 24, Leadership
Education
Dickinson College
Bachelor of Science, Biology
University of Pennsylvania - The Wharton School
Securities Industry Institute
Morgan Stanley Wealth Management October 2011 - Present
Morgan Stanley Smith Barney 2010 - September 2011
Morgan Stanley Smith Barney June 2009 - January 2010
Citi Smith Barney March 2005 - May 2009
Smith Barney April 1998 - February 2005
Paine Webber January 1996 - March 1998
Paine Webber January 1995 - December 1995
Paine Webber January 1992 - December 1994
Paine Webber January 1988 - December 1991
Skills
Series 7, Wealth Management, Financial Services, Series 63, Mutual Funds, Securities, Business Development, Management, Mergers & Acquisitions, Program Management, Asset Allocation, FINRA, Alternative Investments, Series 24, Leadership
Education
Dickinson College
Bachelor of Science, Biology
University of Pennsylvania - The Wharton School
Securities Industry Institute
James Grzymkowski's Citi Smith Barney Experience October 2006 - August 2008
Job Mortgage Service Specialist 2 at Bank of America Home Loans
Industry Financial Services
Experience
Bank of America Home Loans July 2010 - Present
WACHOVIA SECURITIES / WELLS FARGO August 2008 - December 2009
CITI SMITH BARNEY October 2006 - August 2008
LEHMAN BROTHERS, INC April 2005 - January 2006
WEICHERT COMMERCIAL BROKERAGE, INC June 1999 - April 2005
Education
Colgate University
Bachelor of Arts, Economics & Fine Arts
Bank of America Home Loans July 2010 - Present
WACHOVIA SECURITIES / WELLS FARGO August 2008 - December 2009
CITI SMITH BARNEY October 2006 - August 2008
LEHMAN BROTHERS, INC April 2005 - January 2006
WEICHERT COMMERCIAL BROKERAGE, INC June 1999 - April 2005
Education
Colgate University
Bachelor of Arts, Economics & Fine Arts
Richard Church's Citi Smith Barney Experience June 1991 - March 2002
Job Consumer/Retail Analyst
Industry Investment Management
Experience
DISCERN Investment Analytics 2013 - Present
Quatern Capital Partners January 2009 - Present
Cavu Capital January 2006 - December 2008
Shumway Capital Partners LLC April 2002 - December 2005
Citi-Smith Barney June 1991 - March 2002
Skills
Financial Modeling, Equities, Portfolio Management, Bloomberg, Equity Research, Hedge Funds, Valuation, Financial Analysis, DCF, Analysis, Retail, Product Development, Business Planning, Angel Investing, Research, Brand Equity, FactSet, Thomson-Reuters, Economic Research, Consumer Insights, Global Research, Product Strategy, Product Planning, Market Opportunity..., Industry Trend Analysis, Industry Analysis, Early Stage Investment, Series 65, series 86 and 87, Series 63, Series 7
Education
Drake University
MBA, Marketing/Finance
University of Iowa
BBA, Marketing
Wharton School, University of Pennsylvania
Finance
DISCERN Investment Analytics 2013 - Present
Quatern Capital Partners January 2009 - Present
Cavu Capital January 2006 - December 2008
Shumway Capital Partners LLC April 2002 - December 2005
Citi-Smith Barney June 1991 - March 2002
Skills
Financial Modeling, Equities, Portfolio Management, Bloomberg, Equity Research, Hedge Funds, Valuation, Financial Analysis, DCF, Analysis, Retail, Product Development, Business Planning, Angel Investing, Research, Brand Equity, FactSet, Thomson-Reuters, Economic Research, Consumer Insights, Global Research, Product Strategy, Product Planning, Market Opportunity..., Industry Trend Analysis, Industry Analysis, Early Stage Investment, Series 65, series 86 and 87, Series 63, Series 7
Education
Drake University
MBA, Marketing/Finance
University of Iowa
BBA, Marketing
Wharton School, University of Pennsylvania
Finance
Daniel Hochberger's Citi Smith Barney Experience June 2008 - August 2008
Job TAS Senior at EY
Industry Financial Services
Experience
EY February 2015 - Present
EY 2010 - 2013
EZKR, LLP June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Social Media, Research, Social Networking, Financial Modeling, Accounting, Corporate Finance, Editing, Due Diligence
Education
Cornell University 2006 — 2010
BS, Applied Economics and Management
Tel Aviv University 2008 — 2009
The Hebrew University 2008 — 2009
Rothberg International School
EY February 2015 - Present
EY 2010 - 2013
EZKR, LLP June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Social Media, Research, Social Networking, Financial Modeling, Accounting, Corporate Finance, Editing, Due Diligence
Education
Cornell University 2006 — 2010
BS, Applied Economics and Management
Tel Aviv University 2008 — 2009
The Hebrew University 2008 — 2009
Rothberg International School
Beth Pharr's Citi Smith Barney Experience February 2007 - June 2009
Job
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2011 - Present
Morgan Stanley Smith Barney February 2007 - June 2009
Citi Smith Barney February 2007 - June 2009
Citi Smith Barney March 2006 - February 2007
Legg Mason Wood Walker, Inc November 2003 - March 2006
Legg Mason Wood Walker, Inc November 2002 - October 2003
Skills
Series 66, Series 7, Series 9/10, Uniform Combined State..., Retirement Planning, FINRA, Asset Allocation
Education
Denison University 1995 — 1999
B.A, Mathematics
Morgan Stanley Smith Barney 2011 - Present
Morgan Stanley Smith Barney February 2007 - June 2009
Citi Smith Barney February 2007 - June 2009
Citi Smith Barney March 2006 - February 2007
Legg Mason Wood Walker, Inc November 2003 - March 2006
Legg Mason Wood Walker, Inc November 2002 - October 2003
Skills
Series 66, Series 7, Series 9/10, Uniform Combined State..., Retirement Planning, FINRA, Asset Allocation
Education
Denison University 1995 — 1999
B.A, Mathematics
Ned Senko's Citi Smith Barney Experience May 2008 - August 2008
Job CFM Transition at Accenture
Industry Management Consulting
Experience
Accenture December 2014 - Present
Accenture December 2012 - Present
Accenture June 2010 - December 2012
Citi Smith Barney May 2008 - August 2008
Skills
Forecasting, Financial Analysis, Financial Modeling, Budgets, Auditing, Internal Controls, Microsoft Excel
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Finance, History
Copenhagen Business School 2008 — 2008
SA - Finance
Accenture December 2014 - Present
Accenture December 2012 - Present
Accenture June 2010 - December 2012
Citi Smith Barney May 2008 - August 2008
Skills
Forecasting, Financial Analysis, Financial Modeling, Budgets, Auditing, Internal Controls, Microsoft Excel
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Finance, History
Copenhagen Business School 2008 — 2008
SA - Finance
Gregory McClellan's Citi Smith Barney Experience June 2008 - October 2008
Job Collateral Analyst / Credit Strategies and Controls at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
Bank of America April 2012 - June 2013
Filtration Unlimited June 2004 - March 2012
HSBC Mortgage Services September 2009 - March 2011
Citi Smith Barney June 2008 - October 2008
Delphi Automotive June 2007 - August 2007
Skills
Financial Modeling, Credit, Alternative Investments, Credit Risk, Supervision, Sales, Mortgage Lending, Derivatives, Options, Commodity Markets, Lean Manufacturing, Cost Accounting, Inventory Control, Electroplating, Analysis, Portfolio Management, Corporate Finance, Loans
Education
Canisius College 2004 — 2009
B.S., Finance, 3.63
Bank of America June 2013 - Present
Bank of America April 2012 - June 2013
Filtration Unlimited June 2004 - March 2012
HSBC Mortgage Services September 2009 - March 2011
Citi Smith Barney June 2008 - October 2008
Delphi Automotive June 2007 - August 2007
Skills
Financial Modeling, Credit, Alternative Investments, Credit Risk, Supervision, Sales, Mortgage Lending, Derivatives, Options, Commodity Markets, Lean Manufacturing, Cost Accounting, Inventory Control, Electroplating, Analysis, Portfolio Management, Corporate Finance, Loans
Education
Canisius College 2004 — 2009
B.S., Finance, 3.63
Winston Chung's Citi Smith Barney Experience 1998 - 2009
Job Senior Financial Advisor at Summit Brokerage Services
Industry Financial Services
Experience
Summit Brokerage Services, Inc. November 2009 - Present
WIN Wealth Management Group, LLC November 2009 - Present
Citi Smith Barney 1998 - 2009
Education
California State University-Hayward 1987 — 1992
Summit Brokerage Services, Inc. November 2009 - Present
WIN Wealth Management Group, LLC November 2009 - Present
Citi Smith Barney 1998 - 2009
Education
California State University-Hayward 1987 — 1992
Andy Rubert's Citi Smith Barney Experience 2006 - 2008
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
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
Bill Rackley's Citi Smith Barney Experience October 2006 - March 2009
Job Director Investments at Integral Investment Advisors
Industry Investment Management
Experience
Integral Investment Advisors February 2009 - Present
Citi- Smith Barney October 2006 - March 2009
Merrill Lynch July 2003 - October 2006
Education
Brown University
Bachelor of Arts (B.A.), Business/Managerial Economics
The Peddie School, New Jersey
Integral Investment Advisors February 2009 - Present
Citi- Smith Barney October 2006 - March 2009
Merrill Lynch July 2003 - October 2006
Education
Brown University
Bachelor of Arts (B.A.), Business/Managerial Economics
The Peddie School, New Jersey