Citi Smith Barney

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Citi Smith Barney Employees

Employee
Years
Job
Industry
James Randall James Randall Geneva, Illinois Details
James Randall's Citi Smith Barney Experience October 2008 - December 2009
Job Vice President, Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities  January 2010 - Present
Citi-Smith Barney  October 2008 - December 2009
JPMorgan Chase  January 2006 - September 2008
Countrywide Mortgage Services  May 2005 - January 2006

Skills
Series 7, Bonds, Investment Strategies, Investment Advisory, Series 63, Financial Services, Investment Banking, Retail Banking, Residential Mortgages, Retail Sales, Investments, Wealth Management, Mutual Funds, Financial Advisory, Securities, Retirement Planning, Portfolio Management, Fixed Income, Wealth Management..., Asset Management, Asset Allocation, Wealth, Retirement, Equities, Cash Management, Alternative Investments, FINRA, Fixed Annuities, Investment Management, Relationship Management, Series 6, Life Insurance, IRAs, Trading, Risk Management, Bloomberg, 401k, 401k Rollovers, Financial Planners, Variable Annuities, Roth IRA, Loans, Mortgage Lending, Long Term Care Insurance, Structured Products, Financial Risk, Credit, Saving for Education, Retirement Plan..., Long-term Care

Education
Northern Illinois University   2001 — 2005
Bachelor of Science (BS), Economics

Thornton Fractional South   1998 — 2001

James Minchello James Minchello Lynnfield, Massachusetts Details
James Minchello's Citi Smith Barney Experience February 2002 - March 2009
Job Managing Director at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities  March 2009 - Present
Citi Smith Barney   February 2002 - March 2009
Bank of America/Montgomery Securities   January 1997 - February 2002

Skills
Financial Modeling, Management

Education
U.S. Air Force Institute of Technology   1984 — 1985
Master of Science (M.S.), Contracting & Logistics

University of Wyoming   1983 — 1985
Master of Business Administration (MBA), Computer Science

Norwich University   1977 — 1981
Bachelor of Science (BS), Accounting and Business/Management

Drew Whelchel WSET II Drew Whelchel WSET II Long Beach, California Details
Drew Whelchel WSET II's Citi Smith Barney Experience April 2009 - July 2009
Job Account Manager at Southern Wine & Spirits
Industry Wine and Spirits
Experience
Southern Wine & Spirits  March 2015 - Present
Southern Wine & Spirits  October 2012 - February 2015
Southern Wine & Spirits  March 2011 - October 2012
Citi-Smith Barney  April 2009 - July 2009
Chili's  January 2008 - August 2008
Best Buy  January 2007 - December 2007
EL Torito  August 2005 - May 2006
Encinitas Little League   April 2002 - April 2005

Skills
Key Account Management, Data Analysis, Consumer Products, Cross-functional Team..., Pricing, Strategy, Merchandising, Marketing Strategy

Education
University of Southern California - Marshall School of Business   2008 — 2010
Business Administration, Finance

Saddleback College   2006 — 2008
Associate of Arts (AA), Business Administration and Management, General

James Buggy James Buggy Greater Philadelphia Area Details
James Buggy's Citi Smith Barney Experience April 2006 - October 2008
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2010 - Present
Ameriprise Financial  October 2008 - March 2010
Citi Smith Barney   April 2006 - October 2008
The Vanguard Group  September 1997 - April 2006

Skills
Investments, Retirement Planning, Financial Services

Education
Penn State University
MBA, Finance

University of Notre Dame
Certificate, Negotiation

Villanova University
Certificate, Project Management

Wesley College
BS, Management

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

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

Education
Mount Holyoke College
BA, Economics, Magna cum laude

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

Allan Kong, PMP® Allan Kong, PMP® Greater New York City Area Details
Allan Kong, PMP®'s Citi Smith Barney Experience 1998 - 2008
Job Director at PwC
Industry Financial Services
Experience
PwC  2014 - Present
Knowledgent  2012 - 2014
Ernst & Young  2008 - 2012
Citi - Smith Barney  1998 - 2008
JP Morgan - Private Client Group   1997 - 1998

Skills
Data Warehousing, Business Intelligence, MIS, Data Modeling, Business Objects, Analytics, SAS, PMO, SDLC, IT Strategy, Business Analysis, OLAP, PMP, Data Quality, Data Analysis, Information Management, Management Consulting, Banking, Analysis, Requirements Gathering, Business Intelligence..., Dimensional Modeling, Enterprise Architecture, Data Warehouse..., Business Requirements, Business Analytics, Microstrategy, Business Process..., Software Project..., Data Management, Predictive Analytics, Data Marts, Project Portfolio..., Requirements Analysis, Solution Design, Certified Project..., Program Management, ETL, Project Management, Business Process..., Data Governance, Solution Architecture

Education
Project Management Institute (PMI)

New York University   1994 — 1998
BA, Economics

LaSalle Academy

Antonia Spadafina Antonia Spadafina Brooklyn, New York Details
Antonia Spadafina's Citi Smith Barney Experience November 1990 - June 2009
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  May 2014 - Present
Morgan Stanley Wealth Management  June 2009 - July 2013
Citi Smith Barney   November 1990 - June 2009
Dean Witter Reynolds  September 1988 - October 1990
EDO, Inc   October 1986 - September 1988
Bantam Doubleday Dell  October 1984 - July 1986

Skills
SDLC, Project Management, DB2, Project Planning, Project Delivery, Requirements Analysis, Team Leadership, CICS, Team Building, Communication Skills, Highly detail oriented, People Development, E-commerce, Database Design, Result Oriented Approach, Graphic Design, Transaction Processing, Creative Writing, Languages, COBOLII, HTML, CSS Javascript, Software Development, Business Analysis

Education
Pace University - Lubin School of Business   1980 — 1984
Bachelor of Business Administration (BBA), Management Information Systems and Services

Chubb Institute   1985 — 1986
Certificate in Programming, Computer Programming

Cynthia Burch Harms Cynthia Burch Harms San Francisco, California Details
Cynthia Burch Harms's Citi Smith Barney Experience 1999 - 2007
Job Vice President, Wealth Advisory / In Transition
Industry Financial Services
Experience
Startup  2014 - Present
Morgan Stanley Smith Barney  2009 - 2012
Citigroup  2007 - 2009
Citi Smith Barney   1999 - 2007

Skills
Business Development, Marketing, Strategic Consulting, Start-up Consulting, Program Management, Team Leadership, Thought Leadership, Collaboration, Training & Development, Coaching, Mentoring, Relationship Management, Wealth Management, Asset Management, Risk Management, Financial Planning, Estate Planning, Multi-generational..., Family Dynamics and..., Philanthropy, Trusts, Investments, Series 7, Series 63, Series 65, CFA Candidate

Education
CFA Candidate

Indiana University Bloomington
Bachelor of Arts (B.A.), Biological Sciences

Kristen Perlman Kristen Perlman Greater New York City Area Details
Kristen Perlman's Citi Smith Barney Experience January 2007 - April 2009
Job Executive Director, Marketing Director, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan   August 2012 - Present
J.P. Morgan Securities   April 2009 - August 2012
Citi Smith Barney   January 2007 - April 2009
UBS Financial Services  April 2005 - December 2006
Prudential  1993 - 1997

Skills
Marketing Strategy, Hedge Funds, Private Equity, Marketing, Series 7, Marketing Communications, Internal Communications, Asset Management, Marketing Management

Education
Lehigh University   1989 — 1992
BA, Economics/International Careers

Bridgewater Raritan HS East   1984 — 1988

Tara Lynn Casey Tara Lynn Casey Greater New York City Area Details
Tara Lynn Casey's Citi Smith Barney Experience April 2003 - September 2004
Job Director Complex Administrative Manager
Industry Financial Services
Experience
UBS Financial Services Inc  July 2014 - Present
UBS  March 2012 - July 2014
Morgan Stanley (Smith Barney)   April 2009 - March 2012
Smith Barney  March 2005 - April 2009
UBS  September 2004 - March 2005
Citi Smith Barney   April 2003 - September 2004
Salomon Smith Barney Inc.  September 1998 - April 2003

Skills
Series 7, Series 63

Education
Nassau Community College   1993 — 1994
Criminal Justice and Corrections

Nassau Community College   1993 — 1994
Foreign Languages and Literatures, General

Daniel Kaplan Daniel Kaplan Greater Boston Area Details
Daniel Kaplan's Citi Smith Barney Experience May 2008 - August 2008
Job Graduate Student at Harvard University
Industry Financial Services
Experience
Harvard University  September 2010 - Present
USA  January 2010 - Present
State of New York  December 2009 - Present
State of New York  February 2007 - Present
Metrix Matrix, Inc.   September 2009 - December 2009
University of Rochester  January 2008 - December 2009
University of Rochester  August 2007 - December 2009
University of Rochester  September 2008 - May 2009
Citi Smith Barney   May 2008 - August 2008
Glaucoma Diagnosis and Treatment Center   June 2005 - June 2006

Skills
Data Analysis, Project Management, Teaching, Leadership, Analysis, Access, Strategic Planning, Entrepreneurship, Economics, Management Consulting, Public Speaking, Fundraising

Education
Harvard University

University of Rochester

University of Rochester - Simon Business School

Charles Capito Charles Capito Charleston, West Virginia Area Details
Charles Capito's Citi Smith Barney Experience May 1976 - September 2009
Job Senior Vice President and Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  March 2011 - Present
United Bank  October 2009 - April 2011
Citi Smith Barney   May 1976 - September 2009

Skills
Mutual Funds, Alternative Investments, Investments, Asset Allocation, Securities, Strategic Planning, Equities, Risk Management, Financial Services, Retirement Planning, Investment Strategies, Business Development, Financial Advisory, Fixed Income, Estate Planning...

Education
Hampden-Sydney College   1972 — 1976
BA, American History

Michelle Winters Michelle Winters Mountain View, California Details
Michelle Winters's Citi Smith Barney Experience May 2008 - July 2008
Job Product Marketing Manager at Google
Industry Marketing and Advertising
Experience
Google  February 2015 - Present
Google  August 2014 - January 2015
Google  August 2013 - August 2014
McKinsey & Company  July 2011 - June 2013
McKinsey & Company  May 2010 - August 2010
IB Consultancy   September 2009 - December 2009
PGA TOUR  May 2009 - August 2009
Citi Smith Barney   May 2008 - July 2008
Washington Mutual  June 2005 - August 2007

Skills
Financial Modeling, Strategy, Analytics, Microsoft Excel, Due Diligence, Valuation, Management Consulting, Corporate Finance, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2007 — 2011
Bachelor of Science (B.S.), Operations and Information Management

Rotterdam School of Management, Erasmus University   2009 — 2009
Strategy & International Business; Entrepreneurship

Brian Clionsky Brian Clionsky Greater New York City Area Details
Brian Clionsky's Citi Smith Barney Experience May 2008 - August 2008
Job Penn State Schreyer Honors College Graduate
Industry Financial Services
Experience
Mitsubishi UFJ Securities  June 2015 - Present
FactSet  July 2013 - November 2014
The Nittany Lion Fund, LLC.   December 2009 - December 2010
Citadel Securities  June 2010 - August 2010
The Nittany Lion Fund, LLC.   November 2008 - December 2009
Credit Suisse  June 2009 - August 2009
The Nittany Lion Fund, LLC.   November 2007 - December 2008
Citi Smith Barney   May 2008 - August 2008
Capital Blue Cross  June 2006 - August 2007

Skills
Bloomberg, Stock Valuation, Financial Modeling, Data Analysis, Valuation, Microsoft Excel, Financial Analysis, PowerPoint, Valuation Modeling, Microsoft Office, FactSet, Portfolio Management, Fixed Income, Capital Markets, Entrepreneurship, Finance, Analysis, Corporate Finance, Equities

Education
Penn State University   2007 — 2011
Schreyer Honors College, B.S. Finance, 3.89

Joseph Barbella Joseph Barbella Greater New York City Area Details
Joseph Barbella's Citi Smith Barney Experience February 2005 - August 2008
Job Senior Vice President, Head of Corprorate Governance and Securities Regulation Compliance at First Data Corporation
Industry Legal Services
Experience
First Data Corporation  September 2015 - Present
First Data Corporation  October 2014 - September 2015
RBC Capital Markets  March 2014 - September 2014
RBC Capital Markets  January 2010 - March 2014
Citigroup  September 2008 - January 2010
Citi - Smith Barney  February 2005 - August 2008
KPMG  January 2003 - February 2005
Prudential Financial  November 1997 - December 2002
Port Authority of NY & NJ  June 1995 - November 1997

Skills
Securities, FINRA, Capital Markets, Fixed Income, Derivatives, Equities, Series 63, Asset Management, Financial Services, Portfolio Management, Bonds, Alternative Investments, Hedge Funds, Mutual Funds, Investments, Credit, Financial Advisory, Structured Finance, Series 7, AML, Private Placements, Structured Products, Securitization, Credit Derivatives, Options

Education
Seton Hall University School of Law   1999 — 2002
JD, Securities Law Concentration

Pace University - Lubin School of Business   1996 — 1997
MBA, Corporate Finance

Saint Peter's University   1991 — 1995
BS, Accounting

Laura (Ritter) R. Allio Laura (Ritter) R. Allio Cleveland/Akron, Ohio Area Details
Laura (Ritter) R. Allio's Citi Smith Barney Experience June 2007 - August 2008
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS  February 2014 - Present
Nationwide Insurance  August 2012 - January 2014
Morgan Stanley Smith Barney (formerly Citi Smith Barney)   August 2008 - July 2010
Citi Smith Barney   June 2007 - August 2008
Citi Smith Barney   January 2007 - June 2007
Morgan Stanley  May 2005 - January 2007

Education
University of Notre Dame - Mendoza College of Business   2010 — 2012
Master of Business Administration (M.B.A.), Investments, Corporate Finance

Loyola University of Chicago   2003 — 2007
Bachelor's Degree, Finance, Marketing

Marian High School   1999 — 2003

Edgar Cepeda Edgar Cepeda Greater New York City Area Details
Edgar Cepeda's Citi Smith Barney Experience May 2008 - August 2008
Job Member of the New York and New Jersey Bars; Associate, Pardalis & Nohavicka, LLP
Industry Law Practice
Experience
Pardalis & Nohavicka, LLP - Attorneys at Law   January 2013 - January 2015
NYC Mayor's Office of Media & Entertainment   September 2012 - December 2012
Gray Krauss Stratford Des Rochers LLP   May 2012 - August 2012
Law Office of Barry J. Heyman   January 2011 - May 2012
Turtle Studios   February 2008 - January 2011
Hotwire Communications  June 2009 - June 2010
SJU Finance Department   August 2007 - May 2009
Citi Smith Barney   May 2008 - August 2008
First Financial Group of MassMutual   January 2008 - April 2008

Skills
Intellectual Property, Entertainment Law, Trademarks, Legal Research, Entertainment, Event Planning, Dispute Resolution, Negotiation, Social Media, Copyright Law, Corporate Law, Commercial Litigation, Entrepreneurship, Licensing, Courts, Management, Legal Issues, Drafting Agreements, Trials

Education
New York Law School   2010 — 2013
Juris Doctor, Law

Saint Joseph's University   2005 — 2009
Bachelor of Science, Business Administration; Finance

Paramus High School   2001 — 2005

Katherine Kingman Katherine Kingman Austin, Texas Details
Katherine Kingman's Citi Smith Barney Experience November 2007 - October 2008
Job Accountant at International Studies Abroad (ISA)
Industry Education Management
Experience
International Studies Abroad (ISA)   October 2014 - Present
The Boston Consulting Group  August 2012 - November 2013
MorganStanley SmithBarney LLC  October 2008 - August 2012
Citi Smith Barney   November 2007 - October 2008
Shih Hsin University  September 2006 - January 2007

Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Intercultural..., Mandarin, Event Planning, Social Networking

Education
Saginaw Valley State University   2002 — 2007
B.A., International Studies

Shih Hsin University   2006 — 2007
Full Academic Scholarship, Chinese Language (Mandarin)

Doug OConnell Doug OConnell Greater Chicago Area Details
Doug OConnell's Citi Smith Barney Experience March 2004 - January 2010
Job CFP® , Vice President, Wealth Management at Fifth Third Securities SW Florida & NW Chicago
Industry Financial Services
Experience
Fifth Third Securities  January 2010 - Present
Citi Smith Barney   March 2004 - January 2010
UBS Paine Webber  May 2002 - March 2004

Education
Northwestern University   2011 — 2012
Certified Financial Planner™ Professional, Financial Planning and Services

Keller Graduate School of Management of DeVry University   1996 — 1997
Master of Business Administration (MBA), Marketing, Honors

San Francisco State University   1979 — 1981
Bachelor of Science (BS), Computer Software Engineering

Vanessa Trutt Vanessa Trutt Greater New York City Area Details
Vanessa Trutt's Citi Smith Barney Experience September 2007 - May 2009
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney  October 2011 - Present
Morgan Stanley Smith Barney  June 2009 - October 2011
Citi Smith Barney   September 2007 - May 2009
Citi  July 2006 - September 2007
Smith Barney  July 2004 - July 2006
The Bank of New York  November 2000 - July 2004
Graham-Field Health Products, Inc   January 1995 - September 2000

Education
Hofstra University
Bachelor, Business Administration; Business Computer Information Systems; Quantitative Methods

Teresa Devereux Teresa Devereux New York, New York Details
Teresa Devereux's Citi Smith Barney Experience May 2007 - July 2009
Job Director Barclays Wealth & Investment Mgmt
Industry Financial Services
Experience
William Blair & Company  September 2015 - Present
Barclays Wealth and Investment Management  June 2013 - September 2015
Morgan Stanley Smith Barney  July 2009 - June 2013
Citi Smith Barney   May 2007 - July 2009
Citi Smith Barney   September 2002 - May 2007
Citi Smith Barney   August 1983 - September 2002
OppenheimerFunds  August 1980 - June 1983

Skills
Coaching, Project Planning, Organizational Change, Effective communicator, Problem Solving, Expense Management, Talent Development, Optimization, Administration, Team Building, Integration, Leadership Development, Operations Management

Education
Richland Community College
Associate of Science, Mathematics/Computer Science

University of Phoenix
Bachelor of Science, Business Administration

Marc Albu Marc Albu Los Angeles, California Details
Marc Albu's Citi Smith Barney Experience June 2006 - August 2006
Job Manager at KPMG US
Industry Financial Services
Experience
KPMG US  October 2015 - Present
KPMG  October 2013 - March 2015
KPMG  February 2013 - October 2013
KPMG Advisory  July 2012 - February 2013
KPMG Advisory  January 2011 - July 2012
Merrill Lynch  September 2008 - February 2011
Citi Smith Barney   June 2006 - August 2006

Skills
Regulatory Risk, Market Risk, Financial Modeling, Enterprise Risk..., Regulations, Wealth Management, Financial Risk...

Education
Hamilton College   2004 — 2008
BA, Public Policy

Kazi Ali Kazi Ali Brooklyn, New York Details
Kazi Ali's Citi Smith Barney Experience April 2008 - December 2008
Job Financial Analyst at 21st Century Fox
Industry Media Production
Experience
Tullett Prebon  December 2014 - Present
21st Century Fox  April 2014 - December 2014
QBE Insurance  October 2012 - March 2014
QBE the Americas  June 2010 - October 2012
Memorial Sloan-Kettering Cancer Center  January 2009 - May 2010
Citi Smith Barney   April 2008 - December 2008
Cornelia Connelly Center  January 2008 - May 2008
Prospect Park Care Center   February 2005 - September 2007
Public School  September 2004 - February 2006

Education
Pace University   2006 — 2010
BBA, Finance

Pace University - Lubin School of Business   2006 — 2010
Bachelor, Business Administration; Finance

Arthur Coleman Arthur Coleman Greater New York City Area Details
Arthur Coleman's Citi Smith Barney Experience 2004 - 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Capital Markets
Experience
Wells Fargo Advisors, LLC  2012 - Present
Advanced Equities  2009 - 2012
Citi Smith Barney   2004 - 2009
Graham & Dodd Value Fund   2003 - 2004
UBS  1996 - 2003
Oppenheimer & Co.   1980 - 1996

Skills
Investments, Alternative Investments, Strategy, Asset Management, Due Diligence, Financial Analysis, Equities, Start-ups, Entrepreneurship, Business Strategy

Education
McGill University
BA, Montreal, Canada

University of Bordeaux
Bordeaux, France

American University of Paris
Paris, France

Josh Wilson Josh Wilson Fairfield, Iowa Details
Josh Wilson's Citi Smith Barney Experience July 2004 - July 2005
Job Executive Director, Alumni Relations at Maharishi University of Management
Industry Higher Education
Experience
Maharishi University of Management  January 2014 - Present
Eco Fairfield   May 2014 - Present
Maharishi University of Management  October 2014 - Present
Maharishi University of Management  August 2014 - Present
Maharishi University of Management  May 2012 - January 2014
Greenovation Landscaping   August 2007 - January 2009
Citibank N.A.   May 2006 - November 2007
Citibank N.A.   August 2005 - May 2006
Citi Smith Barney   July 2004 - July 2005
Washington Mutual Bank F.A.   August 2003 - April 2004

Skills
Research, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Teaching, Nonprofits, Social Media, Sustainability, Higher Education, Microsoft Word, Photoshop, Editing, Leadership, Social Networking, Community Outreach, Training, Strategic Planning, Management, Program Management, Coaching, Leadership Development, Social Media Marketing, Fundraising

Education
Maharishi University of Management   2009 — 2012
Sustainable Living, Sustainability Studies

Frazier Mountain HS
College Preperatory

Tomas Carvalho e Silva Tomas Carvalho e Silva Washington, District Of Columbia Details
Tomas Carvalho e Silva's Citi Smith Barney Experience June 2008 - August 2008
Job Lead Business Analyst Business Rules at Freddie Mac
Industry Financial Services
Experience
Freddie Mac  December 2014 - Present
Freddie Mac  December 2013 - December 2014
Freddie Mac  October 2012 - December 2013
MSCI Inc.  January 2012 - June 2012
Morgan Stanley Smith Barney  June 2010 - September 2011
Hobart & William Smith Residential Education   August 2007 - May 2010
Morgan Stanley Smith Barney  June 2009 - August 2009
Citi Smith Barney   June 2008 - August 2008
Somague   June 2007 - August 2007

Skills
Excel, PowerPoint, Word, Financial Analysis, Microsoft Office, Spanish, Financial Planning, Analysis, Investments, Research, Portfolio Management, Problem Solving, Economics, Asset Management, Outlook, Portuguese native, Bloomberg Terminal, Fixed Income, Equities, Microsoft Excel, Microsoft Word, Strategy, Lamps

Education
Hobart and William Smith Colleges   2006 — 2010
B.A., Economics and Computer Science

Albany Academy   2005 — 2006
Economics

Laura Poling Laura Poling Greater New York City Area Details
Laura Poling's Citi Smith Barney Experience 2007 - 2009
Job Director, Business Manager, Relationship & Regional Marketing at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  June 2012 - Present
Morgan Stanley Smith Barney  2009 - 2011
Citi Smith Barney   2007 - 2009
Citi Smith Barney   1998 - 2007

Skills
•Strategic Planning..., •Vendor Contracting..., •Project Management..., Staff Development, Employee Training, Operating Budgets, Business Development, Contract Negotiation, Financial Analysis, Leadership, Management, Operations Management, Strategy, Team Building, Training, Program Management, Project Management, Strategic Planning

Education
Indiana University - Kelley School of Business
B.S., Business, Marketing

Tina Monaghan Tina Monaghan Greater New York City Area Details
Tina Monaghan's Citi Smith Barney Experience 2008 - 2009
Job Marketing Consultant Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  2010 - Present
Citi Smith Barney   2008 - 2009
Citi Smith Barney   2002 - 2007
Citi Smith Barney   1998 - 2002
Smith Barney  1997 - 1998
Smith Barney  1997 - 1998
Smith Barney  1994 - 1997
Shearson Lehman Bros  1992 - 1994
Shearson Lehman American Express  1989 - 1992
Goldman Sachs  1987 - 1989

Skills
Series 7, Securities, Investments, Portfolio Management, Series 63, Fixed Income, Marketing, Financial Services, FINRA, Investment Advisory, Series 65

Education
Northeastern Il Univ   1980 — 1983
B.A., Economics

The University of Kansas   1976 — 1978
Psychology

New Trier East HS   1972 — 1976

Montclair State University

Montclair State University

Sangeeta Ron Sangeeta Ron Greater New York City Area Details
Sangeeta Ron's Citi Smith Barney Experience March 2004 - June 2008
Job SVP Citi | Business/IT Program and Project Manager
Industry Financial Services
Experience
Citi  January 2015 - Present
Citi  March 2013 - December 2014
Citi  June 2012 - March 2013
Citi  June 2008 - June 2012
Citi Smith Barney   March 2004 - June 2008
NET2S (IT Consulting)   April 2003 - February 2004
Forte Inc - SUN MICROSYSTEMS INC (IT Consulting)   January 1999 - November 2002
DATAMATICS LTD. (IT Consulting)   May 1996 - November 1998
Tata Consultancy Services  January 1993 - January 1996

Skills
Financial Services, Finance, Consulting, Information Technology, Relationship Management, Business Analysis, IT Strategy, Management, Project Management, Leadership, Shared Services, Transformations, Business Process..., Analytics, Financial Modeling, Business Intelligence, Program Management, Risk Management, SDLC, Databases, Software Development, Cross-functional Team..., Analysis, Data Center, Business Strategy, Business Process..., Executive Management

Education
New York University - Leonard N. Stern School of Business   2008 — 2011
Master of Business Administration, Global Business and Finance

Indian Institute Of Technology
Master of Technology, Automation and Computer Vision

Kirsten Lewis Kirsten Lewis San Francisco Bay Area Details
Kirsten Lewis's Citi Smith Barney Experience March 2003 - October 2007
Job Founder / Coach WeTri Triathlon Trianing
Industry Sports
Experience
WeTri Training (Triathlon Training)   May 2010 - Present
Inspired Advisor   October 2007 - June 2009
Citi Smith Barney   March 2003 - October 2007
Merrill Lynch ~ Global Private Client Group   1994 - 2003
PaineWebber  1990 - 1994

Education
School Of Visual Arts   1987 — 1990
BFA, Photojournalism / Art History

Franklin College, Switzerland   1986 — 1987
International Business

Emma Willard School   1980 — 1983
High School

JoAnn Grady, CEP JoAnn Grady, CEP Greater New York City Area Details
JoAnn Grady, CEP's Citi Smith Barney Experience 2006 - 2008
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  July 2010 - Present
Morgan Stanley Smith Barney  1983 - September 2010
Citi Smith Barney   2006 - 2008
Citi Smith Barney   2003 - 2006
Citi Smith Barney   1998 - 2003

Education
Seton Hall University   1979 — 1983
BA, Accounting

Jehonathan (Yoni) Beker Jehonathan (Yoni) Beker Greater New York City Area Details
Jehonathan (Yoni) Beker's Citi Smith Barney Experience 2008 - 2008
Job Director at S&P Capital IQ
Industry Investment Management
Experience
S&P Capital IQ  August 2008 - Present
Citi Smith Barney   2008 - 2008

Skills
Equities, CRM, Sales Management, Financial Modeling, Fixed Income, Financial Services, Business Strategy, Money Management, Thinking Outside The Box, Relationship Management, Financial Markets, Hedge Funds, Capital Markets, Bloomberg, Asset Management, Financial Analysis, Investments, Portfolio Management

Education
Seton Hall University   2004 — 2008
BS, Finance

Weichert Real Estate School   2005 — 2005
Licensed, Real Estate License

Livingston High School   2000 — 2004

Patrick Carr Patrick Carr Baltimore, Maryland Area Details
Patrick Carr's Citi Smith Barney Experience January 2006 - May 2008
Job Registered Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2013 - Present
UBS Wealth Management  June 2008 - August 2013
Citi Smith Barney   January 2006 - May 2008

Skills
Uniform Combined State..., Series 7, Asset Allocation, Wealth Management, Financial Analysis, Finance, Investments, Mutual Funds, Equities, Securities

Education
Saint Bonaventure University   2001 — 2005
Bachelor of Arts (B.A.), History

Chris Radici Chris Radici La Jolla, California Details
Chris Radici's Citi Smith Barney Experience September 2002 - March 2009
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  March 2009 - Present
Citi Smith Barney   September 2002 - March 2009
Merrill Lynch  November 1998 - September 2002

Skills
Comprehensive financial..., Tax minimization..., Philanthropic planning, Long-term Care, Mortgage Lending, Security based lending, Real Estate, Alternative Investments, Options Strategies, Municipal Bonds, Estate Planning, College Education..., Asset Management, Concentrated Stock..., 10b5-1 Plans

Education
San Diego State University-California State University   1990 — 1996
B.S., Business Administration, Finance

Leah Cravenho Leah Cravenho Greater New York City Area Details
Leah Cravenho's Citi Smith Barney Experience June 2008 - October 2009
Job Inflight Crewmember at JetBlue Airways
Industry Investment Management
Experience
JetBlue Airways  April 2014 - Present
Lord, Abbett & Co. LLC   June 2011 - April 2014
Lord, Abbett & Co. LLC   October 2009 - June 2011
Citi Smith Barney   June 2008 - October 2009

Skills
Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Facebook, Microsoft Word

Education
Hofstra University   2005 — 2009
BBA, Management, 3.69

Michele Vignogna Michele Vignogna Cincinnati Area Details
Michele Vignogna's Citi Smith Barney Experience February 2004 - May 2007
Job Wealth Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
London Computer Systems  May 2014 - Present
Morgan Stanley  March 2013 - April 2014
UnAltroMondo ONLUS   June 2012 - August 2012
Morgan Stanley Smith Barney  June 2010 - August 2011
Morgan Stanley Smith Barney  July 2007 - August 2011
Morgan Stanley Smith Barney  June 2008 - December 2009
Morgan Stanley Smith Barney  July 2007 - December 2007
Citi Smith Barney   February 2004 - May 2007

Skills
ACT!, Italian (basic), Series 7, Series 66, Italian, Financial Services, Securities, Uniform Combined State..., Analysis, Financial Analysis, Forecasting

Education
SDA Bocconi   2011 — 2012
Master of Business Administration (MBA)

Augusta State University, James M. Hull College of Business   2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance, 3.52

Joseph Byrne III Joseph Byrne III Greater Chicago Area Details
Joseph Byrne III's Citi Smith Barney Experience March 2007 - July 2008
Job
Industry Financial Services
Experience
Advantage Futures  July 2008 - July 2011
Citi Smith Barney   March 2007 - July 2008

Education
Northwestern University - Kellogg School of Management   2011 — 2013
Master of Business Administration (MBA), Finance/Analytical Finance/Accounting

University of Michigan   2003 — 2006
BA

Benjamin Rutman Benjamin Rutman Greater New York City Area Details
Benjamin Rutman's Citi Smith Barney Experience May 2008 - August 2008
Job Forecast Demand Manager at Montblanc
Industry Logistics and Supply Chain
Experience
Montblanc  July 2015 - Present
Montblanc  May 2013 - July 2015
Exel  December 2011 - May 2013
Exel  July 2012 - July 2012
Exel  November 2011 - December 2011
Exel  July 2010 - October 2011
Telephonics Corporation  June 2009 - August 2009
Citi-Smith Barney  May 2008 - August 2008

Skills
Warehouse Management, Leadership, Team Leadership, Red Prairie, Shipping, Management, Forecasting, Access, Cycle Counting, Project Planning, Logistics, Supply Chain Management, Training, Supply Chain, MRP, Distribution Center..., Inventory Management

Education
Penn State University   2011 — 2013
Master's degree, Logistics, Materials, and Supply Chain Management, 3.68

Penn State University   2006 — 2010
Bachelor of Science, Supply Chain and Information Systems

Connie Grigg Connie Grigg Greater New York City Area Details
Connie Grigg's Citi Smith Barney Experience July 2007 - November 2008
Job Senior Consultant, Process Engineering at Verizon
Industry Telecommunications
Experience
Verizon  July 2014 - Present
Verizon  January 2014 - Present
Verizon Enterprise Solutions  June 2013 - January 2014
PICS Telecom  September 2012 - April 2013
Worldwide Supply  November 2008 - September 2012
Citi Smith Barney   July 2007 - November 2008
Citi Smith Barney   November 2004 - July 2007
Citi Smith Barney   December 2001 - November 2004

Skills
Management, Sales, Leadership, Training, Talent Management, Team Building, New Business Development, Strategic Partnerships, Sales Management, Direct Sales, Networking, VoIP, Account Management, CRM, Wireless, Telecommunications, Cloud Computing

Education
Michigan State University - The Eli Broad Graduate School of Management   1987 — 1991
MBA, Masters of Business Administration

William Donnelly William Donnelly Seattle, Washington Details
William Donnelly's Citi Smith Barney Experience 1982 - 2009
Job Director at Respect Network
Industry Investment Management
Experience
Respect Network   December 2014 - Present
Futurewise  November 2014 - Present
Chasing Ice   July 2012 - Present
Merrill Lynch  May 2009 - Present
Conservation Northwest  May 1997 - Present
A Fierce Green Fire   June 2013 - November 2014
Basel Action Network  April 2009 - April 2013
Resource Media  October 2005 - January 2012
Washington Environmental Council  June 2000 - June 2010
Citi Smith Barney   1982 - 2009

Skills
Public Speaking, Non-profits, Nonprofits, Video, Fundraising, Film, Strategic Planning, Leadership, Social Media, Event Planning, Politics, Strategic Communications, Grant Writing, Public Relations, Program Management, Community Outreach

Education
Penn State University   1969 — 1973
PhD, Sociology

University of Illinois at Urbana-Champaign   1972 — 1972

Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC® Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC® Tampa/St. Petersburg, Florida Area Details
Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC®'s Citi Smith Barney Experience October 2005 - June 2008
Job Specialist in financial planning, retirement income planning and investment management
Industry Financial Services
Experience
Csenge Advisory Group  September 2013 - Present
SL Ferguson Wealth Management Services   July 2011 - Present
Principal Financial Group  April 2009 - July 2011
Citi Smith Barney   October 2005 - June 2008
JB Hanauer  June 2003 - October 2005
Edward Jones  February 2000 - June 2003
The Hartford  April 1997 - February 2000
Merrill Lynch  1992 - 1996

Education
Lakeland Senior High

Polk State College

University of South Florida
BA

Kevin T. Hanrahan Kevin T. Hanrahan South Bend, Indiana Details
Kevin T. Hanrahan's Citi Smith Barney Experience April 2007 - April 2008
Job MBA Candidate at The University of Notre Dame Mendoza College of Business
Industry Financial Services
Experience
The University of Notre Dame Mendoza College of Business  August 2014 - Present
Dover Corporation  June 2015 - August 2015
Morgan Stanley Wealth Management  April 2008 - July 2014
Citi Smith Barney   April 2007 - April 2008
Commerce Bank  January 2005 - April 2007

Education
University of Notre Dame   2014 — 2016
Master of Business Administration (MBA), Class of 2016

Loyola University Maryland   2000 — 2004
Bachelor of Business Administration (BBA), Marketing

KU Leuven   2002 — 2003

Lyubov Gekker Lyubov Gekker Greater New York City Area Details
Lyubov Gekker's Citi Smith Barney Experience July 2005 - December 2009
Job Technical Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  July 2005 - Present
Citi Smith Barney   July 2005 - December 2009
Merrill Lynch  November 2003 - June 2005
Goldman Sachs  January 1998 - June 2003

Skills
DB2/SQL, IBM Mainframe, COBOL, DB2, QMF, Mainframe, Stored Procedures, Production Support, MVS, Conversions, Data Modeling, Technical Analysis, ETL, Application Design, SQL, CICS, Syncsort, IBM Utilities, Fileaid

Education
NYU
NYU School of Continuing and Professional Studies, Database Design and Management

University of Economics and Finance
Bachelor, Finance, Economics

William Dilley William Dilley Chardon, Ohio Details
William Dilley's Citi Smith Barney Experience 1982 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Citi Smith Barney   1982 - 2009

Skills
Series 7, Wealth Management, Securities, Strategic Financial..., Series 63, Retirement, Mutual Funds, Retirement Planning, Investments, Equities, Asset Allocation, IRAs, Uniform Combined State..., FINRA, Investment Advisory

Education
Miami University

Justin Devery Justin Devery Greater New York City Area Details
Justin Devery's Citi Smith Barney Experience February 2009 - April 2009
Job Equity Research Marketing Associate at BAML
Industry Financial Services
Experience
Bank of America Merrill Lynch  May 2014 - Present
Bank of America Merrill Lynch  May 2010 - April 2014
Deutsche Bank  May 2009 - August 2009
Citi Smith Barney   February 2009 - April 2009
Deutsche Bank  May 2008 - August 2008

Skills
Securities, Equities, Series 7, Series 63, Soft Dollars, Commission Management, Microsoft Excel, Client Service Oriented, Client Facing Skills, Time Management, Quality Driven, Relationship Management, Finance, Financial Markets, Trading Systems, Electronic Trading, Equity Trading, Loans, FINRA, Investments

Education
Ramapo College of New Jersey   2006 — 2010
Bachelor of Science, Business Administration

David Quintanilla David Quintanilla San Francisco, California Details
David Quintanilla's Citi Smith Barney Experience January 2007 - August 2007
Job Education Researcher at Udemy
Industry E-Learning
Experience
Udemy  January 2014 - Present
Quantcast  May 2012 - December 2013
Los Angeles Times  January 2012 - May 2012
Los Angeles Times  November 2010 - March 2012
Citi Smith Barney   January 2007 - August 2007
San Francisco State Admissions Office   September 2006 - February 2007

Skills
DoubleClick, CRM, Salesforce.com, Online Advertising, Omniture, Microsoft Excel, Excel, Google Analytics, Display Advertising, Marketing, Start-ups, Word, PowerPoint, Contract Requirements, DART, Stata, DSM, Google Docs, Video Production, Quality Assurance, MySQL, Advertising, Digital Marketing, Online Marketing, SEM, Social Media Marketing, Digital Media

Education
San Francisco State University   2006 — 2010
Bachelors, Economics

Edwin Andrews Edwin Andrews Arlington, Virginia Details
Edwin Andrews's Citi Smith Barney Experience May 2005 - August 2008
Job ERS Senior Consultant at Deloitte
Industry Financial Services
Experience
Deloitte  September 2012 - Present
Wells Fargo Advisors  May 2009 - August 2009
Citi Smith Barney   May 2005 - August 2008

Skills
Bloomberg, Microsoft Excel, Microsoft Word, SAS, Data Analysis, Bloomberg Terminal, Equities, Financial Modeling, Finance, Access, Investment Management, Portfolio Management, Financial Analysis, Valuation, Project Management, PowerPoint, Visual Basic, Mutual Funds, Economics, Competitive Analysis, Financial Risk, Investments, Derivatives, Analysis

Education
James Madison University   2008 — 2012
B.S, Quantitative Finance; Financial Economics

Steve Isaacson Steve Isaacson San Francisco Bay Area Details
Steve Isaacson's Citi Smith Barney Experience January 1993 - April 2010
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  March 2010 - Present
Citi Smith Barney   January 1993 - April 2010

Education
San Diego State University-California State University
BS, Business Administration

Paul Goodhue Paul Goodhue Portland, Oregon Area Details
Paul Goodhue's Citi Smith Barney Experience February 2008 - May 2008
Job Business Development Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2014 - Present
Wells Fargo  December 2012 - December 2013
Wells Fargo  August 2010 - December 2012
Wells Fargo Financial  May 2009 - September 2010
Genesis Marketing  March 2009 - May 2009
Nordstrom  May 2008 - August 2008
Citi Smith Barney   February 2008 - May 2008

Skills
Sales, Banking, Finance, Strategic Financial...

Education
Gonzaga University   2005 — 2009
BBA, Finance, Marketing

Gonzaga University   2007 — 2007
Gonzaga-in-Florence Program

Marvin Benak Marvin Benak Greater New York City Area Details
Marvin Benak's Citi Smith Barney Experience May 2008 - August 2009
Job Financial Advisor at Merrill Lynch, Bank of America Corporation
Industry Financial Services
Experience
Merrill Lynch  May 2015 - Present
Bank of America  April 2010 - Present
Citi Personal Wealth Management  October 2006 - April 2010
Citi Smith barney   May 2008 - August 2009
HSBC  January 2000 - June 2006
Republic National Bank of New York  1988 - 2000
Republic National Bank  1988 - 2000

Skills
Wealth Management, Loans, Banking, Investments, Credit, Portfolio Management, Commercial Banking, Series 7, Series 63, Mortgage Lending, Credit Analysis, Retail Banking

Education
Hofstra University   1984 — 1988
ba, Banking and Finance

Great Neck North High School

Irina Ginzburg Irina Ginzburg Greater New York City Area Details
Irina Ginzburg's Citi Smith Barney Experience November 1999 - 2009
Job Sr. Business System Analyst
Industry Information Technology and Services
Experience
Bank of America  June 2015 - Present
Citi  October 2011 - January 2015
AIG Sun America   September 2010 - September 2011
Morgan Stanley Smith Barney  2009 - September 2010
Citi Smith Barney   November 1999 - 2009
Citi Smith Barney   July 1997 - November 1999
KEANE  September 1996 - July 1997
EDS Advanced Solutions  February 1996 - September 1996

Skills
Business Requirements, SDLC, DB2, COBOL, Financial Systems, Credit Risk, Production Support, CICS, Web Applications, Relational Databases, JCL, Applications Software..., Requirements Analysis, Software Development, Quality Center, Business Analysis, Sybase, Data Modeling, Requirements Gathering, SQL, Testing, Test Planning, Databases, Agile Methodologies, Test Cases, Quality Assurance, Analysis, SharePoint, Visio, Waterfall, Unix, Software Project..., UML, Enterprise Architecture, Mainframe, Access, Data Warehousing, Systems Analysis, TSO, Oracle, User Acceptance Testing, Agile Project Management, Requirements Management, VSAM, Database Design

Education
Chiron Business Solutions   2009 — 2010
Training completion certificate, Comprehensive Business Analyst Training and Business Analyst Certification Program

Kyiv National Taras Shevchenko University   1984 — 1990
MS, Mathematics, Computer Science

Heidi L Terry Heidi L Terry Greater Los Angeles Area Details
Heidi L Terry's Citi Smith Barney Experience Manager, Customer ServiceJoplin Wholesale StationeryAugust 1983 - July 1987
Job Regional Administrator at Citi Smith Barney
Industry Financial Services
Experience
Citi Smith Barney   Manager, Customer ServiceJoplin Wholesale StationeryAugust 1983 - July 1987
Babe's Drive-In   February 1979 - September 1983

Education
Missouri Southern State University   1981 — 1983

Carl Junction High School   1978 — 1982
General, General

Alan Pandiani, MBA Alan Pandiani, MBA Amherst, Massachusetts Details
Alan Pandiani, MBA's Citi Smith Barney Experience May 2008 - August 2008
Job Associate Athletics Director Sales and Fan Experience at University of Massachusetts Amherst
Industry Sports
Experience
University of Massachusetts Amherst  August 2015 - Present
The Aspire Group Inc  May 2013 - August 2015
The Aspire Group Inc  May 2011 - June 2013
Providence College Athletic Department   September 2010 - April 2011
Providence College SAIL Office   May 2009 - August 2009
Citi Smith Barney   May 2008 - August 2008

Skills
Sales, New Business Development, Marketing, Sports Marketing, Leadership, Leadership Development, CRM, Management, Ticket Sales, Sports Management, Archtics, Event Planning, Market Research, Inside Sales, Calibration, Cold Calling, Microsoft Excel, Social Networking, Financial Modeling, Contract Management, EBITDA Growth

Education
Providence College   2006 — 2011
MBA, Management Major

Worcester Academy   2000 — 2005

Colleen Netzel Colleen Netzel Greater Philadelphia Area Details
Colleen Netzel's Citi Smith Barney Experience August 2007 - December 2007
Job Accounting Manager at Big Brothers Big Sisters SEPA
Industry Accounting
Experience
Big Brothers Big Sisters Southeastern PA  February 2013 - Present
Anthropologie  October 2011 - September 2014
Big Brothers Big Sisters Southeastern PA  February 2010 - February 2013
Big Brothers Big Sisters Southeastern PA  August 2008 - February 2010
Citi Smith Barney   August 2007 - December 2007

Skills
Microsoft Excel, Human Resources, Management, PowerPoint, Sales, Leadership

Education
Mount St. Mary's University   2004 — 2008
Bachelor's degree, Business Administration, Management and Operations

Holy Cross High School   2000 — 2004

Amanda Quinn Amanda Quinn Joliet, Illinois Details
Amanda Quinn's Citi Smith Barney Experience April 2005 - November 2007
Job Director of the Annual Fund at University of St. Francis
Industry Higher Education
Experience
University of St. Francis  April 2015 - Present
Joliet Junior College  January 2015 - Present
Joliet Junior College  July 2011 - April 2015
Joliet Junior College  October 2010 - July 2011
Joliet Junior College  November 2007 - October 2010
Citi Smith Barney   April 2005 - November 2007
The Center for Sleep Medicine  July 2004 - April 2005
The Herald News  May 2003 - July 2004

Skills
Fundraising, Non-profits, Social Media, Community Outreach, Higher Education, Public Relations, Social Networking, Editing, Grant Writing, Volunteer Management, Workforce Development, Organization, Critical Thinking, Employee Relations, Academic Advising, Nonprofits, Grants, Program Development, PowerPoint, Social Media Marketing, Research, Marketing, Training, Event Management, Board Development, Community Development, Advertising, Management, Leadership Development, Facebook, Student Development, Teaching, Newsletters, Proposal Writing, Annual Giving, Press Releases, Alumni Relations, Proofreading, Adult Education, Public Speaking, Event Planning, Leadership, Customer Service, Strategic Planning, Microsoft Office

Education
Governors State University   2010 — 2014
Master's Degree, Communications and Training, 4.0 Grade Point Average

University of St. Francis   2000 — 2002
Bachelor of Arts (B.A.), Mass Communication (Advertising/Public Relations), 3.83 Grade Point Average

Joliet Junior College   1999 — 2000

Nadia Vecer Hartman Nadia Vecer Hartman Greater New York City Area Details
Nadia Vecer Hartman's Citi Smith Barney Experience 2004 - 2009
Job Project Lead/Senior Programmer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  2009 - Present
Citi Smith Barney   2004 - 2009
Citi Smith Barney   2001 - 2004
Salomon Smith Barney  2000 - 2001
Salomon Smith Barney  1999 - 2000

Skills
Project Management, Project Planning, SDLC, COBOL, JCL, SQL DB2, CICS, HTML, 529 Plans, Retirement Planning, SQL, Business Analysis, Business Requirements

Education
Rutgers University-New Brunswick   1995 — 1999
Bachelor of Arts (B.A.), Economics & Modern Greek Studies

College Year in Athens - International Center for Hellenic and Mediterranean Studies (DIKEMES)   1998 — 1998
Study abroad and extenuation of Modern Greek Studies

Chatham High School   1991 — 1995

Niraj Mandpe Niraj Mandpe Greater New York City Area Details
Niraj Mandpe's Citi Smith Barney Experience October 2006 - June 2009
Job Strategy and Distribution IPB/NRI
Industry Banking
Experience
Citi  November 2011 - Present
Citibank  July 2009 - October 2011
Citi Smith Barney   October 2006 - June 2009
Citibank  March 2005 - October 2006
Citibank  March 2003 - February 2005

Skills
Team Leadership, Change Management, Marketing Strategy, Process Improvement, Key Account Management, Wealth Management, Retail Banking, Banking, Relationship Management, Business Planning, Management, Leadership, Strategy, Program Management, Analysis, Sales, Team Management, Portfolio Management, Business Development

Education
NYU School of Professional Studies   2015 — 2015
Global Transaction Banking

Osmania University
BCA

Symbiosis Institute Of Management
MBA

Margie Archer Margie Archer Greater Atlanta Area Details
Margie Archer's Citi Smith Barney Experience September 1994 - June 2009
Job Vice PresidentInvestment Officer/Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  June 2009 - Present
Citi Smith Barney   September 1994 - June 2009
Hamilton Investments   1991 - September 1994

Skills
Wealth Management, Retirement Planning, Asset Management, Investments, Insurance, Life & Health Licenses, Investment Strategies, Series 7, Series 65, ADPA, CRPS, Portfolio Management, 401k Rollovers, Financial Analysis, Domestic Partner..., LGBT, Saving for Education

Education
Illinois State University
Bachelors, Business/Finance

Andrew Hensen, CFP® Andrew Hensen, CFP® Des Moines, Iowa Area Details
Andrew Hensen, CFP®'s Citi Smith Barney Experience August 1999 - March 2009
Job Vice President Financial Advisor of the Hensen Wealth Management Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  March 2009 - Present
Citi Smith Barney   August 1999 - March 2009
Trissel Graham & Toole  March 1997 - August 1999

Education
Iowa State University   1992 — 1996

Iowa State University - College of Business   1992 — 1996

Todd Michael Toro Todd Michael Toro Greater New York City Area Details
Todd Michael Toro's Citi Smith Barney Experience November 2008 - May 2011
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  April 2015 - Present
Bank of America Merrill Edge   January 2012 - Present
Citi Personal Wealth Management  May 2011 - December 2011
Citi Smith Barney   November 2008 - May 2011
Oppenheimer & Co. Inc   August 2001 - November 2008
Morgan Stanley Dean Witter  September 2000 - December 2000

Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Finance, Asset Allocation, Strategy, Financial Services, Series 7, Financial Advisory, Capital Markets, Management, Financial Planning, Financial Risk, Mutual Funds, Banking, Asset Management, Relationship Management, Equities, Fixed Income, Insurance

Education
Rutgers, The State University of New Jersey-New Brunswick   1996 — 2001
B.A, Economics Minor: Philosophy Concentrations: Accounting, Finance, International Economics

Jessica Levandowski Jessica Levandowski Washington, District Of Columbia Details
Jessica Levandowski's Citi Smith Barney Experience June 2008 - September 2008
Job Digital Director at House Oversight and Government Reform Committee Democratic Staff
Industry Political Organization
Experience
House Oversight and Government Reform Committee - Democratic Staff   January 2015 - Present
Democratic Party of Arkansas - Senator Mark Pryor - Congressman Mike Ross - James Lee Witt   July 2014 - December 2014
Monica Vernon for Congress   2014 - 2014
League of Conservation Voters  2013 - 2014
Democratic Party of Wisconsin - Senator Tammy Baldwin   2012 - 2012
Orion Engineered Systems of Minnesota   2010 - 2012
JR Creations Management   2010 - 2010
Stifel Bank & Trust  June 2009 - August 2009
Citi Smith Barney   June 2008 - September 2008
Smith Barney Brokerage Firm  June 2007 - August 2007

Skills
HTML, CSS, Drupal, Wordpress, Website Creation, Phone App Development, Dreamweaver, Phone Gap Build, CMS, CRM, Salsa, Emma, VAN, NGP, TargetSmart, Convio, Nation Builder, Act Blue, Critical Mention, Photoshop, Illustrator, After Effects, Audition, Premiere Pro, InDesign, Edge Code, Lightroom, Flash, Encode, Video Creation, Video Editing, Audio Editing, Prezi, Word, Excel, PowerPoint, One Note, Access

Education
Penn State University
Psychology

Jeremy Brierley Jeremy Brierley Cincinnati Area Details
Jeremy Brierley's Citi Smith Barney Experience 2006 - 2007
Job Compliance Officer at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities  2008 - Present
Fifth Third Securities  2007 - 2008
Citi Smith Barney   2006 - 2007
Citi  2005 - 2006
Citi  2004 - 2005
Citi  2003 - 2004

Skills
Anti Money Laundering, Risk Management, Financial Risk, Due Diligence, Fraud Detection, Bank Secrecy Act, Risk Analysis, Series 7, Series 63, Series 24, Series 4, Sereis 53, Securities Fraud, OFAC, Executive Reporting, CAMS, Risk Mitigation, Project Management, CIP, KYC, Risk Assessment, FINRA, Compliance, Management, Leadership, Supervisor, Leader, Manager, Financial Services, Brokerage, Regulatory Compliance, Legal Compliance, Policy Compliance, AML, Investigations, Internal & External..., Fraud Prevention, Policy Review, Policy Development, Policy Enhancement, Team Building, Training & Development, Contuining Education, Know Your Customer, Fraud, Custiemr Identification..., Business Management, Strategic Planning, Staffing, Banking

Education
Northern Kentucky University   2010 — 2014
Bachelor's Degree, Business Administration (BBA)

Gino Gabbianelli Gino Gabbianelli Washington, District Of Columbia Details
Gino Gabbianelli's Citi Smith Barney Experience May 2008 - August 2008
Job External Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO  June 2015 - Present
PIMCO  April 2012 - Present
Morgan Stanley Smith Barney  August 2010 - April 2012
Creative Financial Group  July 2009 - August 2010
Citi Smith Barney   May 2008 - August 2008
Johnson and Johnson  January 2008 - May 2008

Skills
Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Estate Planning, Financial Advisory, Fixed Annuities, Portfolio Management, Alternative Investments, Financial Planning, Sales, Insurance, Management, Finance

Education
Penn State University   2004 — 2008
BS in Business Administration, Finance, International Business

Peter W. Spiekerman Peter W. Spiekerman Portland, Oregon Area Details
Peter W. Spiekerman's Citi Smith Barney Experience May 2005 - August 2008
Job Vice President, Financial Consultant at D.A. Davidson & Co. ~ Individual Investor Group
Industry Financial Services
Experience
D.A. Davidson & Co. ~ Individual Investor Group   August 2008 - Present
Citi Smith Barney   May 2005 - August 2008
UBS Wealth Management  January 2001 - May 2005

Skills
Investments, Retirement Planning, Financial Planning, Comprehensive Wealth..., IRA's, Series 7, Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Stocks

Education
Loyola Marymount University   1988 — 1992
B.A., Business Administration

Amy Vaughan Amy Vaughan Phoenix, Arizona Area Details
Amy Vaughan's Citi Smith Barney Experience May 2007 - August 2007
Job Recruiting and Development Coordinator at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network  June 2010 - Present
Northwestern Mutual Financial Network  July 2008 - June 2010
Citi Smith Barney   May 2007 - August 2007

Education
Rollins College   2004 — 2008
Bachelors, English

Mahmoud Najjar Mahmoud Najjar Weehawken, New Jersey Details
Mahmoud Najjar's Citi Smith Barney Experience September 2005 - May 2009
Job Director, Compliance & Operational Risk Control at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  September 2015 - Present
Barclays Wealth and Investment Management  March 2014 - August 2015
Citi Wealth Management & Private Bank   June 2009 - February 2014
Citi Smith Barney   September 2005 - May 2009
Morgan Stanley  August 2004 - September 2005
Morgan Stanley  January 2001 - August 2004

Skills
Strategic Financial..., Wealth Management, Investments, Mutual Funds, Equities, Fixed Income, Bloomberg, Financial Services, Banking, Securities, Capital Markets, Alternative Investments, Sales Practices, Compliance, Trading Systems, Financial Planning

Education
Seton Hall University
Bachelor of Science (B.S.), Finance and Financial Management Services

James Mccloud James Mccloud Middlesex, New Jersey Details
James Mccloud's Citi Smith Barney Experience April 1998 - May 2009
Job Project Manager, VP at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2009 - Present
Citi Smith Barney   April 1998 - May 2009
The Chase Manhattan Bank  August 1991 - April 1998
Mercantile Stores  April 1990 - August 1991
Macy's  June 1987 - April 1990

Skills
Project Portfolio..., SDLC, Business Requirements, Software Development, Risk Management, Business Analysis

Education
New York University   2011 — 2013
Project Mangagement

State University of New York at Stony Brook
BA, Economics

Craig Blue Craig Blue South Bend, Indiana Area Details
Craig Blue's Citi Smith Barney Experience 1986 - 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  May 2011 - Present
Stifel Nicolaus  2010 - 2011
Compass Financial Advisors  2009 - 2010
Citi Smith Barney   1986 - 2008

Skills
Financial Services, Investments, Insurance, Mutual Funds, Securities, Asset Allocation, Retirement Planning, Finance

Education
Indiana University South Bend   1969 — 1972

Connie Koczur Connie Koczur Sublimity, Oregon Details
Connie Koczur's Citi Smith Barney Experience 2005 - 2009
Job Owner/Licensed Massage Therapist ~ Emerging Massage, LLC
Industry Alternative Medicine
Experience
Emerging Massage, LLC   January 2011 - Present
Oregon School of Massage  2009 - 2011
Citi - Smith Barney  2005 - 2009

Skills
Therapeutic Massage, Relaxation, Reiki, Swedish, Myofascial Release, Pain Management, Deep Tissue Massage, Chronic Pain, Stress, Holistic Health, Energy Healing, Reflexology, Healing, Bodywork, Therapists, Rehabilitation, Headaches, Sports Injuries, Lifestyle, Trigger Point Therapy, Stretching, Alternative Medicine, Bowen Therapy, Chair Massage, Treatment, Injury, Energy Work, Prevention, Meditation, Stress Management, Back Pain

Education
The Bowen Therapy Academy of Australia   2012 — 2013
Professional Bowen Practitioner, Bodywork

Oregon School of Massage   2009 — 2010
Massage Therapy

Linfield College
Business Management

Linn Benton Community College   1988 — 1992
Business Administration

Chad Myrick Chad Myrick Fairhope, Alabama Details
Chad Myrick's Citi Smith Barney Experience March 2008 - January 2010
Job Branch Manager at Harbor Financial Services
Industry Financial Services
Experience
Harbor Financial Services  December 2013 - Present
Wells Fargo Advisors  October 2012 - December 2013
Morgan Stanley Wealth Management  January 2010 - October 2012
Citi Smith Barney   March 2008 - January 2010
Amsouth Investments/Morgan Keegan   January 2001 - January 2008
American Express Financial Advisors  January 2000 - January 2001

Skills
Risk Management, Financial Risk, Investments, Finance, Financial Services, Auditing, Corporate Governance, Portfolio Management, Policy, Human Resources, Financial Accounting, Litigation, Trusts, Estate Planning, Securities, Insurance, Asset Management, Mutual Funds, Strategic Financial..., Wealth Management

Education
The University of Alabama School of Law   1997 — 2000
Doctor of Law (J.D.), Law

Samford University   1993 — 1997
Bachelor of Science (B.S.), Public Administration

Robert Obermeier Robert Obermeier Greater New York City Area Details
Robert Obermeier's Citi Smith Barney Experience June 2007 - June 2009
Job Let's change the way we help people learn and perform.
Industry Education Management
Experience
Deloitte Consulting  October 2011 - Present
Morgan Stanley Smith Barney  June 2009 - July 2011
Citi, Smith Barney  June 2007 - June 2009
Citi Commercial Business Group   July 2003 - May 2007
Citi Global Transaction Services  February 2001 - June 2003
Citi Global Corporate and Investment Bank   September 1998 - February 2001

Skills
Budgets, EPM, Learning Technology, Learning Management..., Learning Operations, Learning Business..., E-learning..., Mobile Learning, Social Learning, Vendor Management, E-Learning, Program Management, Organizational..., Start-ups, Team Leadership, Management, Blended Learning, Leadership, Strategy, Consulting, Strategic Planning, Learning Management, Instructor-led Training, Performance Management, Instructional Design, Operations Management, Needs Analysis, Change Management, Organizational Learning, Performance Improvement, Performance Consulting, Staff Development, Knowledge Management, Governance, Curriculum Design, Contract Negotiation, Captivate, Social Media, Employee Training, Training, Project Management, Training Delivery, Organizational..., Organizational Design, Executive Coaching, Talent Management, Leadership Development, Succession Planning, Onboarding, Employee Engagement

Education
Webster University   1986 — 1989
MA

Syracuse University   1976 — 1978
BA

Marietta College   1974 — 1976

Adriene Monkhouse, CFP® Adriene Monkhouse, CFP® Houston, Texas Area Details
Adriene Monkhouse, CFP®'s Citi Smith Barney Experience August 2007 - April 2008
Job Financial Advisor at Unspecified
Industry Financial Services
Experience
Unspecified  April 2008 - Present
Citi Smith Barney   August 2007 - April 2008
Wells Fargo Bank  July 2006 - August 2007

Skills
Retirement Planning, Asset Allocation, Investments, Financial Services, Mutual Funds, Retirement, Wealth Management, Series 7, Securities, Financial Planning, Insurance, Life Insurance, Series 63, Risk Management, Financial Advisory, Investment Advisory

Education
Kansas State University   2008 — 2015
Masters, Financial Planning and Services

Texas State University
Bachelors, International Studies, Focus in Business, Minors in Business Administration and German

Daniel M. Polizzano Daniel M. Polizzano Florham Park, New Jersey Details
Daniel M. Polizzano's Citi Smith Barney Experience July 2006 - December 2008
Job President, Wealth Management at Pinnacle Advisors, Wealth Management Planning/Financial Planning Specialist
Industry Financial Services
Experience
Pinnacle Advisors, Wealth Management Planning   November 2012 - Present
Morgan Stanley Smith Barney  January 2009 - November 2012
Citi Smith Barney   July 2006 - December 2008
Smith Barney  June 2000 - June 2006
Paine Webber  December 1998 - June 2000
Paine Webber  July 1997 - December 1998
Sheason Lehman Bros   May 1992 - July 1997
Sheason Lehman Bros   December 1989 - December 1991

Skills
Wealth Management, Investments, Estate Planning, Strategic Financial..., Finance, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Series 63, Financial Services, Securities, High Net Worth..., 401k, Retirement, Series 65, Financial Advisory, Portfolio Management, Asset Management, Investment Advisory

Education
Seton Hall University
BS

Seton Hall University
Master's Degree

Mark Cortes, MBA Mark Cortes, MBA San Francisco, California Details
Mark Cortes, MBA's Citi Smith Barney Experience April 2007 - November 2007
Job Hightouch, Custom IT Services that: Empower Innovation, Improve Agility, and Build Competitive Advantage
Industry Information Technology and Services
Experience
CenturyLink Business  August 2015 - Present
Blue Jeans Network  April 2015 - July 2015
AT&T Corporate Business Solutions   August 2014 - April 2015
AT&T Corporate Business Solutions   August 2012 - August 2014
AT&T Corporate Business Solutions   August 2010 - August 2012
AT&T Corporate Business Solutions   April 2008 - August 2010
Citi Smith Barney   April 2007 - November 2007
IKON Office Solutions  March 2004 - April 2007

Skills
Sales Operations, Leadership, Recruiting, Telecommunications, Managed Services, B2B, Customer Retention, Selling, Strategic Partnerships, Sales Presentations, Contract Negotiation, Mobile Devices, Cloud Computing, CRM, Marketing Strategy, Management, SaaS, Channel Partners, Lead Generation, Strategy, Product Management, Unified Communications, Customer Experience, VoIP, Go-to-market Strategy, Professional Services, Enterprise Software, Business Strategy, Vendor Management, Team Management, Team Building, Networking, Co-location, Business Planning, MPLS, M2M, Mobile Technology, Telephony, Building Relationships, Long Distance, Software Industry, Business Analysis, Business Intelligence, Mobile Marketing, Data Center, Goal Oriented, Sales

Education
Rollins College
BA, Organizational Communication & Business Administration

Rollins College - Crummer Graduate School of Business
MBA, Management & Finance

Shannan Werckle Shannan Werckle United States Details
Shannan Werckle's Citi Smith Barney Experience 2008 - 2009
Job Solutions and Relationships Builder
Industry Marketing and Advertising
Experience
Musician  1988 - Present
Taylor Corporation  2010 - 2015
Citi Smith Barney   2008 - 2009
Taylor Corporation  1997 - 2008
PAYCHEX INC  1996 - 1997
IRON-A-WAY, Inc.   1995 - 1996
Multi Ad Services  1993 - 1995

Skills
Marketing, Marketing Strategy, Business Strategy, Business Planning, Multi-channel Retail, Retail Marketing, Integrated..., Online Retail, Music, Violin, Sales Management, New Business Development, B2B, Marketing Communications, Business Development, Direct Marketing, Cross-functional Team..., Sales, Management, Advertising, Direct Mail, Multi-channel Marketing, CRM, Strategy, SaaS

Education
Illinois State University
Bachelor's Degree, Marketing

Dan Walter Dan Walter Portland, Oregon Area Details
Dan Walter's Citi Smith Barney Experience 2000 - 2006
Job President and CEO Performensation Pay for Performance Consulting
Industry Management Consulting
Experience
Performensation Consulting   September 2006 - Present
Equity Compensation Experts   2008 - Present
Barclays Global Investors  2007 - 2008
AST Equity Plan Solutions  2007 - 2007
Buck Consultants  2006 - 2006
Smith Barney / Citigroup  2000 - 2006
Citi Smith Barney   2000 - 2006
AST StockPlan  1994 - 2006
Smith Barney  2000 - 2005
Citigroup  2000 - 2005

Skills
Executive Pay, Strategy, Mergers & Acquisitions, Start-ups, Equities, Incentive Programs, Leadership, Management, Performance Management, Employee Benefits, Consulting, Strategic Planning, Personnel Management, Stocks, Compensation & Benefit, Talent Management, Business Planning, Options, Management Consulting, Training, Employee Engagement, Equity Compensation, Executive Compensation, Incentives, Analysis, Stock Administration..., Shares, Internal Communications, HRIS, Program Management, Equity Compensation..., Financial Reporting, Organizational..., Variable/Performance..., Keynote Speaker, Compensation, Bonus, Pay, Salary, Acquisition Integration, RFP, Corporate Communications, Salary Structures, Stock, Human Capital Management, HR Strategy, Alignment, IPO, Problem Solving, Organizational Design

Education
San Jose State University   1983 — 1987

Independence High School   1980 — 1983

Santa Clara University - Leavey School of Business
Certified Equity Professional

Pedro (Pete) Nunes Pedro (Pete) Nunes San Francisco Bay Area Details
Pedro (Pete) Nunes's Citi Smith Barney Experience February 2007 - October 2009
Job Account Manager Seeking New Opportunity in San Francisco
Industry Consumer Services
Experience
Bill's Distributing LLC   May 2011 - January 2015
JC Consultants   March 2010 - May 2011
Citi Smith Barney   February 2007 - October 2009

Skills
Account Management, Creative Solutions, Strategic Planning, Client Relations, Product Management, Marketing, Business Development, Analytics, Project Management, Customer Service, Inventory Management

Education
Seton Hall University   2002 — 2007
Stillman School of Business - Finance

James Walker James Walker Greater New York City Area Details
James Walker's Citi Smith Barney Experience October 2006 - September 2007
Job COO and Head of Business Development Private Bank Americas
Industry Financial Services
Experience
Credit Suisse  January 2014 - Present
Morgan Stanley  August 2012 - January 2014
Morgan Stanley Smith Barney  September 2010 - August 2012
Morgan Stanley Smith Barney  June 2009 - November 2010
Citigroup Global Wealth Management  September 2007 - February 2010
Citi Smith Barney   October 2006 - September 2007
Merrill Lynch  August 2001 - June 2005
Merrill Lynch  September 1999 - August 2001
Merrill Lynch  March 1996 - September 1999
Merrill Lynch  July 1994 - March 1996

Skills
Wealth Management, Asset Managment, Series 7, Investments, Strategy, Business Strategy, Asset Management, Investment Strategies, Retirement Planning, Financial Services, Mergers & Acquisitions, Equities, Mutual Funds, Management, Leadership, Investment Management, Portfolio Management, Financial Advisory, Investment Advisory, Fixed Income, Venture Capital, Derivatives, Securities, New Business Development, Relationship Management, Alternative Investments, Finance, Series 63, Private Equity, Program Management, Product Management, Hedge Funds, Financial Risk, Strategic Financial..., ETFs, Asset Allocation, Series 24, FINRA, Investment Banking, Capital Markets

Education
Massachusetts Institute of Technology - Sloan School of Management   2005 — 2006
MS Management Science, Sloan Fellow

Catholic University of America   1981 — 1985
BA, Economics

Laura Topliffe Laura Topliffe Tampa/St. Petersburg, Florida Area Details
Laura Topliffe's Citi Smith Barney Experience 2007 - 2008
Job Partner Services Coordinator IMG College
Industry Sports
Experience
IMG  September 2012 - September 2013
Tampa Bay Rays  January 2012 - September 2012
Pros Locker Room, LLC   2011 - 2011
TopCat Enterprises, LLC   2009 - 2011
Citi Smith Barney   2007 - 2008
E*TRADE Financial  2006 - 2008

Skills
Microsoft Office, Microsoft CRM, Salesforce.com, Adobe Creative Suite, Archtics Ticketing..., Scarborough Research, Social Media Marketing, Awesomeness, Advertising, Social Media, Marketing, Sports Marketing, Sponsorship, Marketing Strategy, Sports, Leadership

Education
Hughes Junior High

Lynn University
Master of Business Administration (M.B.A.), Sports and Athletic Administration

Woodbury University
Bachelor of Science (B.S.), Finance

Jeffrey Mains Jeffrey Mains Greater New York City Area Details
Jeffrey Mains's Citi Smith Barney Experience 2008 - 2009
Job
Industry Financial Services
Experience
Goldman Sachs  2010 - Present
Morgan Stanley Smith Barney  2009 - 2010
Citi Smith Barney   2008 - 2009
Citi Smith Barney   2006 - 2008
Bristol-Myers Squibb  2001 - 2006

Skills
Product Management, Financial Services, Corporate Client..., Project Portfolio..., Business Planning, New Business Development, Business Intelligence, Executive Compensation..., Relationship Management, Equity Compensation, Options, Business Process..., Market Research, Marketing Communications, System Design, User Experience, Compensation..., Vendor Management, P & L Ownership, Risk Management, Disability Claims..., Ergonomics, Consulting

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1999 — 2001
MBA, MS

Indiana University of Pennsylvania   1988 — 1992
BS

Lisa Schuhmacher Lisa Schuhmacher Greater Boston Area Details
Lisa Schuhmacher's Citi Smith Barney Experience May 2007 - Present
Job Registered Associate at Citi Smith Barney
Industry Financial Services
Experience
Citi Smith Barney   May 2007 - Present
Merrill Lynch  May 1987 - May 2007
Merrill Lynch  May 1987 - May 2007

Education
Messiah College   1984 — 1988

Patrick Natale Patrick Natale Greater New York City Area Details
Patrick Natale's Citi Smith Barney Experience January 2007 - August 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  August 2009 - Present
Citi Smith Barney   January 2007 - August 2009

Skills
Series 7, Wealth Management, Equities, Capital Markets, Series 24, Series 63, Investments, Investment Strategies, Asset Allocation, ETFs, Fixed Income, Portfolio Management, Equity Research, Alternative Investments, FINRA, Asset Management, Financial Advisory, Investment Advisory

Education
Rutgers University-New Brunswick   1988 — 1992
BA, Economics

Ellen Breslow Ellen Breslow Greater New York City Area Details
Ellen Breslow's Citi Smith Barney Experience January 1983 - January 2007
Job at EAB HealthWorks
Industry Financial Services
Experience
EAB HEALTHWORKS   January 2009 - Present
EAB HealthWorks   2009 - 2011
Smith Barney  January 1999 - January 2007
CITI SMITH BARNEY   January 1983 - January 2007

Skills
Wealth Management, Series 7, Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Asset Managment, Alternative Investments, Retirement, Estate Planning, Series 24, Financial Services, Wealth Management..., Capital Markets, Hedge Funds, Asset Management, Finance, Financial Advisory, Strategy, Financial Planning

Education
Lehigh University - College of Business and Economics   1974 — 1978
BA, Economics, French

Doug Drabik Doug Drabik Greater Memphis Area Details
Doug Drabik's Citi Smith Barney Experience October 2007 - Present
Job Financial Advisor at Smith Barney
Industry Financial Services
Experience
Citi Smith Barney   October 2007 - Present

Education
Quinlan School of Business, Loyola University Chicago   1990 — 1992
MBA, Finance

Illinois State University   1981 — 1985

Erin Keltz Erin Keltz Greater Philadelphia Area Details
Erin Keltz's Citi Smith Barney Experience December 2007 - September 2008
Job Associate at DLA Piper
Industry Law Practice
Experience
DLA Piper  October 2012 - Present
United States Court of Appeals for the Third Circuit  January 2012 - April 2012
DLA Piper  June 2011 - July 2011
Pepper Hamilton, LLP  September 2010 - December 2010
Citi Smith Barney   December 2007 - September 2008
Fox Interactive Media  August 2007 - November 2007
Fox News Channel  September 2004 - August 2007
Optimedia US  June 2003 - September 2004
ITN Networks  September 2002 - June 2003

Skills
Advertising, New Media, Sponsorship, Management, Sales, Legal Writing, Westlaw, Research, Negotiation, Litigation, Corporate Law, Lexis, Civil Litigation, Appeals

Education
Villanova University School of Law   2009 — 2012
Juris Doctor

Pennsylvania State University - Main Campus   1998 — 2002
BA, Advertising and Public Relations

Wyomissing Area Jr./Sr. High School   1994 — 1998

Jeff Schadt Jeff Schadt Greater New York City Area Details
Jeff Schadt's Citi Smith Barney Experience April 2005 - January 2007
Job Advisory Billing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  January 2010 - Present
Citi  January 2007 - October 2010
Citi - Smith Barney  April 2005 - January 2007

Skills
Series 7, Asset Allocation, Bloomberg, Equities, Investment Advisory, Strategic Financial..., Finance, Financial Planning, Operations Management, Securities

Education
Rutgers, The State University of New Jersey-New Brunswick   2000 — 2004
Bachelor of Arts (BA), Finance, General

KInnelon High School

Charu Monga Charu Monga San Francisco Bay Area Details
Charu Monga's Citi Smith Barney Experience 2009 - 2009
Job IT Business Consultant at McKesson, Pursuing Stanford Certified Project Manager at Stanford
Industry Pharmaceuticals
Experience
McKesson  October 2014 - Present
McKesson Corp. via Ten2Eleven Business Solutions, LLC   April 2010 - October 2014
Wells Fargo Financial  September 2009 - April 2010
Citi Smith Barney   2009 - 2009
Bank of America via Infosys   April 2007 - November 2008
Infosys Technologies Ltd  October 2005 - April 2007
Axind Software Pvt. Ltd.   2005 - 2005

Skills
SDLC, Requirements Gathering, Business Analysis, SQL, Requirements Analysis, Project Management, Vendor Management, Change Management, Visio, Process Improvement, Agile Methodologies, Business Intelligence, Business Process..., Software Project..., Data Analysis, Manage Client..., Business Process, Program Management, Cross-functional Team..., Management, Analysis, Strategy, Client Relations, CRM

Education
Kurukshetra University   2001 — 2004
Master of Computer Applications (MCA), Computer Science

Kurukshetra University   1998 — 2001
Bachelor's degree, Computer Science, Mathematics and Physics

Peter Suzman Peter Suzman Greater Boston Area Details
Peter Suzman's Citi Smith Barney Experience 2000 - 2005
Job Managing Partner, FAS123 Solutions, LLC
Industry Financial Services
Experience
FAS123 Solutions, LLC   2005 - Present
Citi Smith Barney   2000 - 2005
StockPlan, Inc   1991 - 2000

Skills
Options, Equity Compensation, Accounting, Valuation, Executive Compensation, Plan Administration, Plan Design, Equities, Series 63, Executive Pay, Management, Securities

Education
Harvard Law School   1982 — 1984

Eric Gabelmann Eric Gabelmann Greater New York City Area Details
Eric Gabelmann's Citi Smith Barney Experience 2007 - Present
Job Senior Project Consultant at EMG Consulting Inc
Industry Financial Services
Experience
EMG Consulting Inc   January 2014 - Present
Citi - Smith Barney  2007 - Present
Essex Technology Group  March 2012 - November 2013
Morgan Stanley Smith Barney  2007 - 2010
Smith Barney  2007 - 2009
SmartShipper   January 2005 - September 2007

Education
Project Management Institute   2006 — 2006
PMP Certification, Project Management

Villanova University   2006 — 2008
Master's Certification in Applied Project Management, Project Management

GE Leadership Program   2002 — 2004
BlackBelt Cetification, Process Improvement

Seton Hall University   1981 — 1985
BA : Major Computer Science / Marketing, Computer Science / Marketing

Joseph Baumann Joseph Baumann Greater New York City Area Details
Joseph Baumann's Citi Smith Barney Experience May 1998 - July 2007
Job Retired Asset Management Software Specialist
Industry Financial Services
Experience
Citi-Smith Barney  May 1998 - July 2007
Smith Barney - GWM - Citigroup   1997 - 2007
Automated Concepts Inc.  August 1997 - May 1998
National Westminster Bank USA  January 1982 - July 1997

Skills
Computer Hardware, Visio, Microsoft SQL Server, SDLC, SCCM, Project Management, Disaster Recovery, Vendor Management, Management, Business Analysis, Project Planning, Program Management, Process Improvement, Testing, IT Management, Integration, IT Strategy

Education
New York University - Polytechnic School of Engineering   1965 — 1967
Chemistry

Wayne Achey Wayne Achey Allentown, Pennsylvania Area Details
Wayne Achey's Citi Smith Barney Experience January 1990 - Present
Job 1st VP Weath Management citi smith barney
Industry Investment Management
Experience
citi smith barney   January 1990 - Present

Education
Lehigh University - College of Business and Economics   1988 — 1990
MBA, Finance

Syracuse University - Martin J. Whitman School of Management   1982 — 1984

Johnson, Andrea Johnson, Andrea Greater New York City Area Details
Johnson, Andrea's Citi Smith Barney Experience June 2005 - June 2009
Job AVP, Private Banking Group
Industry Financial Services
Experience
Morgan Stanley  January 2015 - Present
Morgan Stanley  May 2014 - Present
Morgan Stanley  June 2009 - March 2014
Citi Smith Barney   June 2005 - June 2009

Education
Muhlenberg College   2001 — 2005

Nils Mellquist Nils Mellquist Greater New York City Area Details
Nils Mellquist's Citi Smith Barney Experience June 1997 - March 2004
Job Senior Equity Analyst, Portfolio Manager and Entrepreneur
Industry Investment Management
Experience
Deutsche Asset Management  September 2011 - Present
Colmena Hospitality Group   May 2010 - Present
Deutsche Asset Management  October 2009 - Present
Future Path Energy   January 2009 - October 2009
Alliance Growth Equities, a Division of AllianceBernstein, L.P   December 2007 - November 2008
Alliance Bernstein  2004 - 2008
AllianceBernstein  March 2004 - December 2007
Citi Smith Barney   June 1997 - March 2004

Skills
Equities, Equity Research, Hedge Funds, Asset Managment, Investments, Alternative Investments, Bloomberg, Portfolio Management, Financial Modeling, Private Equity, Fixed Income, Capital Markets, Valuation, Series 7, Emerging Markets

Education
Oberlin College   1989 — 1993
Bachelor of Arts (B.A.), History

Northfield Mount Hermon School   1986 — 1989

Lisa Samuel Hamilton, PMP Lisa Samuel Hamilton, PMP Washington D.C. Metro Area Details
Lisa Samuel Hamilton, PMP's Citi Smith Barney Experience 1996 - 1999
Job Enterprise Program Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae  July 2014 - Present
Fannie Mae  February 2010 - July 2014
UBS  January 2009 - April 2009
Credit Suisse  June 2006 - September 2007
Citigroup  2001 - 2006
Citigroup  1999 - 2001
Citi Smith Barney   1996 - 1999

Skills
Leadership, Strategic Planning, Management, Project Management, Customer Service, Project Planning, Philanthropy, Risk Management, Finance, Financial Analysis, Corporate Actions, Securities, Portfolio Management, Business Analysis, Banking, Equities, Series 7, Time Management, Relationship Management, Customer Relations, Problem Solving, Financial Services

Education
Pace University - Lubin School of Business   1992 — 1996
BS

Avtech Institute of Technology
Certificate

State College

Kevin Nester Kevin Nester Peoria, Illinois Area Details
Kevin Nester's Citi Smith Barney Experience HRTribune Company1999 - 2003
Job Financial Advisor at Citi Smith Barney
Industry Financial Services
Experience
Citi Smith Barney   HRTribune Company1999 - 2003

Education
Loyola University Chicago   2000 — 2002
MBA

Marquette University   1988 — 1992

Charlie Siegel Charlie Siegel Greater Los Angeles Area Details
Charlie Siegel's Citi Smith Barney Experience June 2008 - Present
Job HR Representative
Industry Human Resources
Experience
Citi Smith Barney   June 2008 - Present

Education
Ithaca College

Ritu Verma, CBAP Ritu Verma, CBAP Greater New York City Area Details
Ritu Verma, CBAP's Citi Smith Barney Experience 2008 - 2008
Job Vice President (Professional Development) IIBA(NJ)
Industry Insurance
Experience
Horizon Blue Cross Blue Shield of New Jersey  June 2010 - Present
CareFirst BlueCross BlueShield  2008 - June 2010
Wipro Technologies  June 2002 - July 2008
Citi Smith Barney   2008 - 2008
Dun & Bradstreet  January 2007 - December 2007
Hanesbrands Inc.  2006 - 2006
Farmers Insurance  2005 - 2006
Pitney Bowes  2004 - 2005

Skills
Business Process..., Requirements Analysis, SDLC, Business Process..., Requirements Gathering, Business Analysis, Analysis, Project Portfolio..., Vendor Management, Systems Analysis, Visio, Software Project..., PMP, PMO, User Acceptance Testing

Education
Punjabi University   1998 — 2001
Masters, Computer application

Tyler Brass Tyler Brass Tampa/St. Petersburg, Florida Area Details
Tyler Brass's Citi Smith Barney Experience July 2007 - June 2009
Job Senior Regulatory Affairs Analyst Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   March 2015 - Present
AXA US  August 2012 - March 2015
Cadaret, Grant & Co., Inc.   June 2009 - July 2012
Citi Smith Barney   July 2007 - June 2009
Hancock & Estabrook, LLP   September 2003 - June 2007

Skills
Series 7, Auditing, Wealth Management, Insurance, Series 63, FINRA, Retirement Planning, Retirement, Asset Management, 401k, Equities, Accounts Payable, Risk Management, Alternative Investments, Disability Insurance

Education
The College of William and Mary - Marshall Wythe Law School   2000 — 2003
J.D., Law

Roanoke College   1996 — 2000
B.A., Economics, Concentration in Health Care Administration

Catherine Milano Catherine Milano Miami/Fort Lauderdale Area Details
Catherine Milano's Citi Smith Barney Experience June 2004 - June 2009
Job CEO, Owner of Milano Investment Foundation, Inc.
Industry Financial Services
Experience
QDROcost.com   2010 - Present
Milano Investment Foundation, Inc.   2009 - Present
JHS Capital Advisors   March 2010 - September 2012
Gunn Allen Investments   September 2009 - March 2010
Citi-Smith Barney  June 2004 - June 2009
B.A. Financial Services LLC   September 2003 - June 2004
SunTrust Securities, Inc   March 2001 - August 2003
Morgan Stanley Dean Witter  January 1998 - January 2001
American Express  January 1998 - March 1999
Quality Support Systems, Inc   January 1997 - January 1998

Skills
Estate Planning, Strategic Financial..., Investments, Fixed Annuities, Insurance, Writing QDRO's from..., Preparing Financial..., President of National..., Finance, Financial Advisory, Financial Analysis, Mutual Funds, Entrepreneurship, Retirement Planning, Analysis, Portfolio Management, Management, Wealth Management, Investment Advisory, Sales, Small Business, Securities, Asset Allocation, Financial Planners, Life Insurance, Risk Management, Loans, Mortgage Lending, Series 7, Series 63, Long-term Care, Disability Insurance, Equities, Business

Education
Nova Southeastern University   1987 — 1989
Bachelor of Science (B.S.), Business Administration, Management and Operations

Nova University   1983 — 1986
B.S, Professional Management and Business Administration

Jason Landers Jason Landers Cincinnati Area Details
Jason Landers's Citi Smith Barney Experience March 2007 - August 2010
Job Logistics Account Executive at TQL
Industry Logistics and Supply Chain
Experience
Total Quality Logistics  October 2011 - Present
Citi Smith Barney   March 2007 - August 2010

Skills
Transportation, Logistics Management, Logistics, Shipping, Supply Chain, Supply Chain Management, Customer Service, Inventory Management, Account Management, Operations Management, Microsoft Excel, Outlook, Sales, Negotiation, 3PL, Trucking, Transportation..., Freight

Education
Northern Kentucky University

Amy Butler Berg Amy Butler Berg Greater Chicago Area Details
Amy Butler Berg's Citi Smith Barney Experience 2003 - Present
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  April 2003 - Present
Citi Smith Barney   2003 - Present
Morgan Stanley Smith Barney  December 1999 - Present
smith barney  2003 - 2008

Education
Saint Bonaventure University   1997 — 2000

WVHS

Irene E. Elmore Irene E. Elmore Greater New York City Area Details
Irene E. Elmore's Citi Smith Barney Experience March 1984 - December 2008
Job committed to working with Business Owners; Individuals and Young Families
Industry Financial Services
Experience
New York Life Insurance Company  June 2011 - Present
Citi Smith Barney   March 1984 - December 2008

Skills
Life Insurance, Investments, Financial Services, Business Planning, Life Insurance trategies, Annuity Sales, IRA Rollovers, 401(k) Rollovers, Retirement Planning, Legacy Planning, Grandchild Gifting, Educational Funding..., Asset Protection, Building Relationships, Buy-sell Agreements

Education
University of Massachusetts at Amherst - Isenberg School of Management   1969 — 1970
MBA, Marketing & Finance

Chris Fehmel Chris Fehmel Greater New York City Area Details
Chris Fehmel's Citi Smith Barney Experience September 2006 - June 2009
Job Recruitment Team Lead, Client Service & Delivery at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  December 2013 - Present
Citi Investment Research  June 2010 - December 2013
Citi Private Bank  June 2009 - June 2010
Citi Smith Barney   September 2006 - June 2009
Citi Private Bank  September 2002 - September 2006

Skills
Recruiting, Talent Management, Bloomberg, Equities, Financial Services, Employee Benefits, Capital Markets, Talent Acquisition, Deferred Compensation, Performance Management, Employee Engagement, Onboarding, Applicant Tracking..., Financial Modeling

Education
Ithaca College   1983 — 1987

Calhoun

Park ave.

Park ave.

Park ave.

Jeffrey D. Vozella Jeffrey D. Vozella Greater Chicago Area Details
Jeffrey D. Vozella's Citi Smith Barney Experience October 2006 - May 2009
Job Financial Consultant at The Robert Charles Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2012 - Present
Wells Fargo Advisors, LLC  December 2011 - August 2012
LPL Financial  May 2009 - December 2011
Citi Smith Barney   October 2006 - May 2009
Arbor Research and Trading  December 2002 - August 2005

Education
Michigan State University - The Eli Broad Graduate School of Management   1998 — 2002
Finance, Economics

Laura Poling Laura Poling Greater New York City Area Details
Laura Poling's Citi Smith Barney Experience Dir. PDG Planning & AdminCiti1988 - Present
Job Director, PDG Planning & Admin at Citi Smith Barney
Industry Financial Services
Experience
Citi Smith Barney   Dir. PDG Planning & AdminCiti1988 - Present

Education
Indiana University - Kelley School of Business   1983 — 1987

Melisa Melling Melisa Melling Greater New York City Area Details
Melisa Melling's Citi Smith Barney Experience July 2004 - October 2007
Job Partner, Head of Investor Relations at Lion Point Capital
Industry Investment Management
Experience
Lion Point Capital   September 2014 - Present
Mason Capital   January 2009 - September 2014
One East Partners  October 2007 - January 2009
Citi Smith Barney   July 2004 - October 2007
World Monitors Inc.   October 2002 - July 2004

Skills
Hedge Funds, Asset Management, Investments, Risk Management, Alternative Investments, Private Equity, Options, Capital Markets, Valuation, Securities, Equities, Financial Modeling, Investment Strategies, Venture Capital, Portfolio Management, Fixed Income, Due Diligence

Education
Princeton University   1998 — 2002
Bachelor of Arts, Politics

Corona del Mar High School   1994 — 1998

Daniel Fan Daniel Fan Greater Los Angeles Area Details
Daniel Fan's Citi Smith Barney Experience October 2007 - June 2009
Job SVP, Director of Wealth Planning at First Bank
Industry Financial Services
Experience
First Bank  July 2014 - Present
Union Bank  April 2013 - July 2014
Wells Fargo  October 2009 - April 2013
Morgan Stanley Smith Barney  June 2009 - October 2009
Citi Smith Barney   October 2007 - June 2009
Transamerica  February 2003 - October 2007

Skills
Estate Tax Planning, Charitable Gift Planning, Retirement Planning, Life Insurance, Business Planning, Series 7, Wealth Management, Wealth Preservation..., Multi-generational..., Private Banking, Insurance Law, Irrevocable Life..., Premium Financing, Cash Flow, Strategic Financial..., Estate Planning, Asset Management, Financial Planners, High Net Worth...

Education
Golden Gate University, School of Law   1998 — 1999
LL.M., Taxation

Pepperdine University School of Law   1993 — 1997
JD

University of California, Los Angeles   1989 — 1993
BA, Political Science and Government

Freddy Delarosa Freddy Delarosa Greater New York City Area Details
Freddy Delarosa's Citi Smith Barney Experience 1992 - 2008
Job Technical Specialist at Citibank
Industry Banking
Experience
Citibank  June 2004 - Present
Citi Smith Barney   1992 - 2008

Skills
SDLC, ITIL, Disaster Recovery, Unix, SQL, Data Warehousing, Requirements Analysis, Microsoft SQL Server, Vendor Management, Enterprise Architecture, Active Directory, Solaris, Oracle, Banking, Visio, Risk Management, SOA, Windows Server, Software Project...

Education
Mercy College   2008 — 2012
Bachelor of Science (BS), Computer Information Systems

Marcus Hajdik Marcus Hajdik Houston, Texas Area Details
Marcus Hajdik's Citi Smith Barney Experience July 2008 - January 2009
Job Senior Project Manager at Citi Smith Barney
Industry Financial Services
Experience
Smith Barney  1998 - Present
Smith Barney  1998 - Present
Citi Smith Barney   July 2008 - January 2009
Citi Smith Barney   August 2007 - July 2008
Citi Smith Barney   July 2005 - August 2007
Citi Smith Barney   January 2003 - July 2005
Citi Smith Barney   July 2001 - December 2002
Citi Smith Barney   January 2000 - June 2001
Citi Smith Barney   July 1998 - December 1999

Education
Sam Houston State University   1992 — 1996
Bachelors, Business

Jeffrey Fahs Jeffrey Fahs Greater New York City Area Details
Jeffrey Fahs's Citi Smith Barney Experience August 2005 - June 2009
Job Chief Compliance Officer, Chase Wealth Management at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   September 2014 - Present
Citibank, Citigold Wealth Management   June 2009 - September 2014
Citi Smith Barney   August 2005 - June 2009
JPMorgan Chase  2003 - 2005
Wall Street Access  December 2000 - September 2003

Skills
Compliance, Risk Management, Corporate Governance, Due Diligence, FINRA, AML, Securities, Series 24, Series 7, Alternative Investments, Hedge Funds, Securities Regulation, Capital Markets, Investments, Mutual Funds, Equities, Wealth Management, OFAC, KYC, Asset Managment, USA PATRIOT Act, Fixed Income, Investment Advisory, Private Equity, Financial Regulation, Financial Risk, Operational Risk..., Financial Services, Asset Management, Operational Risk, Derivatives, Series 63, Financial Markets, Investment Banking, Structured Products

Education
St. John's University School of Law   1992 — 1995
JD, Law

Messiah College   1988 — 1992
BS, Economics

Judi McAnaw Judi McAnaw Greater New York City Area Details
Judi McAnaw's Citi Smith Barney Experience July 2006 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Citi Smith Barney   July 2006 - March 2009

Education
Mount Holyoke College   1978 — 1982
BA, French Literature, History

Vineet Kalra, FRM Vineet Kalra, FRM Houston, Texas Details
Vineet Kalra, FRM's Citi Smith Barney Experience May 2007 - August 2007
Job Market Risk at EDF Trading
Industry Oil & Energy
Experience
EDF Trading  September 2013 - Present
Societe Generale  October 2011 - September 2013
Energy Curtailment Specialists, Inc   September 2008 - November 2011
Citi Smith Barney   May 2007 - August 2007

Skills
VBA, Derivatives, Monte Carlo Simulation, SQL, Options, Financial Risk, Interest Rate..., Risk Management, Commodity, Hedging, Market Risk, VAR, Fixed Income, Matlab, Commodities, Time Series Analysis, Bloomberg, FX Options, Financial Engineering, C++, C#, GARCH, Black Scholes, Value at Risk, Options Pricing, Commodity Markets, Energy Markets

Education
State University of New York at Buffalo - School of Management   2006 — 2008
MBA, Finance

Punjab Technical University   2000 — 2004
B.Tech, Electronics & Communication

Michael Baglio Michael Baglio Greater New York City Area Details
Michael Baglio's Citi Smith Barney Experience June 2003 - April 2010
Job Risk Manager at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase  April 2010 - Present
Citi Smith Barney   June 2003 - April 2010

Education
Quinnipiac University - School of Business   1999 — 2003
MBA, Management

Kathleen Titus Kathleen Titus Rochester, New York Area Details
Kathleen Titus's Citi Smith Barney Experience 1995 - 2008
Job Corporate Stock Benefit Consultant at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS  February 2009 - Present
UBS Financial Services, Inc.   2009 - Present
Citi Smith Barney   1995 - 2008

Education
Niagara University   1984 — 1988
BS, Psychology

Eben Obia Eben Obia Greater New York City Area Details
Eben Obia's Citi Smith Barney Experience 2006 - 2008
Job Corporate and Investment Banking Analyst
Industry Financial Services
Experience
Citigroup  December 2011 - Present
Citigroup  December 2009 - December 2011
Citi Smith Barney   2006 - 2008

Skills
Banking, Investment Banking, Factset, Bloomberg Terminal, Financial Analysis, Microsoft Excel, PowerPoint, Valuation, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Capital Markets, Leadership, Bloomberg, Equities, Portfolio Management

Education
Morgan State University   2004 — 2008
Bachelor of Science (B.S.), Marketing

Donna Donaldson Donna Donaldson Greater New York City Area Details
Donna Donaldson's Citi Smith Barney Experience February 2007 - 2008
Job SBAEXIM Export Finance Product Manager
Industry Banking
Experience
Citi Commercial Bank  September 2010 - Present
D&D Closing Service LLC   March 2008 - September 2010
Metlife Resources  March 2009 - October 2009
Merrill Lynch  May 2008 - January 2009
Citi Smith Barney   February 2007 - 2008
CItibank N.A.   May 2004 - February 2007
Citigroup  April 2000 - May 2004

Skills
Real Estate, Financial Advisory, Middle Office, Notary Public, Product Management, Corporate Trust, Series 65, Series 7, Series 63, Insurance, Project Finance, Asset Backed Financing, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Credit Risk, Investment Banking, Finance, Structured Finance, Financial Services, Credit, Commercial Banking, Funding, Mortgage Lending, Fixed Income, Risk Management, Loans, Banking

Education
Liberty University
Master's Degree, MCM

New York University
Bachelor's Degree, Social Science with a concentration in Economics

Alexis Stern Alexis Stern Greater New York City Area Details
Alexis Stern's Citi Smith Barney Experience June 2007 - August 2007
Job Broadcast Negoatiator at Group M
Industry Marketing and Advertising
Experience
GroupM  July 2012 - Present
GroupM  February 2011 - June 2012
NY Bulbs   June 2008 - August 2008
Citi Smith Barney   June 2007 - August 2007

Skills
Digital Marketing, Social Media Marketing, Marketing, Social Media, Advertising, Broadcast, Integrated Marketing, Media Buying, Digital Media, Media Planning, Facebook, Online Advertising

Education
Lehigh University - College of Business and Economics   2005 — 2009
BS, Marketing

Edgemont High School   2001 — 2005

Beatriz Sanchez Caban Beatriz Sanchez Caban Greater New York City Area Details
Beatriz Sanchez Caban's Citi Smith Barney Experience April 2002 - July 2003
Job Manager, Stock Plan Services at ADP
Industry Financial Services
Experience
ADP  December 2012 - Present
ADP  November 2010 - November 2012
Citi  June 2006 - December 2008
Pfizer  July 2003 - June 2006
Citi Smith Barney   April 2002 - July 2003

Skills
Process Improvement, Executive Pay, Equities, Program Management, Financial Services, Options, Management, Vendor Management, Customer Service, Payroll, Securities, Data Analysis, Human Resources, Relationship Management, Business Process, Employee Benefits

Education
Pace University - Lubin School of Business   1999 — 2001
BBA, Business Management & Entrepreneurship

Brian Delehanty Brian Delehanty Greater Denver Area Details
Brian Delehanty's Citi Smith Barney Experience May 2008 - July 2008
Job Energy Market Analyst at Office of Natural Resources Revenue
Industry Oil & Energy
Experience
Office of Natural Resources Revenue  August 2012 - Present
Office of Natural Resource Revenue  August 2010 - August 2012
Level 3 Communications  February 2010 - July 2010
Citi Smith Barney   May 2008 - July 2008

Skills
Management, Analysis, Financial Analysis, Tableau, Business Intelligence, ArcGIS, GIS, Group Presentations, Accounting, Managerial Finance, Valuation, Time Management, Economics

Education
University of Denver - Daniels College of Business   2009 — 2010
Masters of Science Business Intelligence, Business Intelligence

John Carroll University   2005 — 2009
Bachelor's Degree, Finance, Economics

Jason Sandler Jason Sandler New York, New York Details
Jason Sandler's Citi Smith Barney Experience May 2008 - August 2008
Job Credit Analyst
Industry Capital Markets
Experience
Morgan Stanley Wealth Management  July 2013 - Present
BNP Paribas  July 2010 - July 2013
Citi Smith Barney   May 2008 - August 2008

Skills
Financial Modeling, Valuation, Bloomberg, Equities, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Asset Management, Alternative Investments, Bloomberg Terminal, Due Diligence, Trading, Options

Education
Indiana University - Kelley School of Business   2006 — 2010
Bachelor of Science, Finance

Patricia Beans Patricia Beans New York, New York Details
Patricia Beans's Citi Smith Barney Experience January 1989 - February 1998
Job Director of Strategic Offshore Accounts at Legg Mason
Industry Financial Services
Experience
Legg Mason  December 2004 - Present
Citigroup Asset Management  September 2002 - December 2004
Citigroup Asset Management  September 1999 - September 2002
Smith Barney Asset Management  February 1998 - September 1999
Citi Smith Barney   January 1989 - February 1998

Skills
Mutual Funds, Asset Managment, Series 63, Series 7, Wealth Management, Investments, Asset Management, Securities, Retirement, CRM, FINRA, Fixed Income, Management, Strategy, Asset Allocation

Education
Webster University
Masters Degree, Management/Marketing

North Central College
Bachelors Degree, Psychology

Kenneth DeRobertis Kenneth DeRobertis Greater New York City Area Details
Kenneth DeRobertis's Citi Smith Barney Experience July 2006 - June 2009
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  July 2006 - Present
Citi Smith Barney   July 2006 - June 2009
Zanett Inc   February 2004 - July 2006
Monster Worldwide Inc  May 2001 - July 2003
MF Global  February 1993 - February 2001

Skills
SEC Reporting, Financial Forecasting, Financial Analysis, Strategic Planning, Strategic Financial..., Board of Directors..., P&L Responsibility, Business Strategy, Budget Process, Business Process..., Business Planning and..., Financial Reporting, SEC filings, Finance, Financial Modeling, Corporate Finance, Hedge Funds, Trading, Due Diligence, Asset Management, P&L Management, Financial Planning

Education
Hofstra University
BA, Accounting

Locust Valley

Jennifer Dinkel Jennifer Dinkel Greater Chicago Area Details
Jennifer Dinkel's Citi Smith Barney Experience June 2005 - June 2009
Job Vice President Credit Sales at Citi
Industry Financial Services
Experience
Citi  June 2009 - June 2014
Citi Smith Barney   June 2005 - June 2009
Broadview Advisors   September 2004 - May 2005
Morgan Stanley Smith Barney  June 2004 - August 2004

Skills
Bloomberg, Series 7, Fixed Income, Series 63, Sales, Municipal Bonds, Capital Markets

Education
Marquette University   2001 — 2005
Bachelor of Science, Business Administration - Finance and Marketing

St Viator High School

Rick Hillenbrand Rick Hillenbrand Cincinnati Area Details
Rick Hillenbrand's Citi Smith Barney Experience July 2008 - March 2010
Job Personal Banker at Citi
Industry Banking
Experience
Citi  October 2013 - Present
Fifth Third Bank  March 2012 - August 2013
JPMorgan Chase  August 2011 - October 2011
US Bank  April 2010 - August 2011
Citi Smith Barney   July 2008 - March 2010
Citi  March 2007 - July 2008

Skills
Series 7, Series 63, Loans, Banking, Credit, Cross Selling, Retail Banking, Mortgage Lending, Mortgage, Deposits, Investments, Mutual Funds, Wealth Management, Securities, Annuities, Credit Cards, Retirement Planning, Portfolio Management, Equities, Bonds, Financial Analysis, Refinance, Retirement, Financial Planning, Customer Relations, Customer Service, Investment Advisory, Financial Services, Commercial Banking

Education
Northern Kentucky University   2004 — 2006

Margaret Emerson Margaret Emerson Greater Philadelphia Area Details
Margaret Emerson's Citi Smith Barney Experience February 1999 - May 2009
Job Financial Advisor/ Vice President, Investments
Industry Financial Services
Experience
Raymond James  May 2009 - Present
Citi Smith Barney   February 1999 - May 2009

Skills
Investment Advisory, Securities, Retirement Planning, Series 7, Asset Allocation, Wealth Management, Financial Advisory, Mutual Funds, Annuities, Insurance Planning, Financial Planning

Education
Lafayette College   1976 — 1979
Bachelor of Arts, Economics & Business

Joan Ferrara Joan Ferrara Greater New York City Area Details
Joan Ferrara's Citi Smith Barney Experience February 2005 - December 2008
Job Financial Services Professional Compliance and Administration
Industry Financial Services
Experience
Currently Available for Work  October 2009 - August 2010
CITI SMITH BARNEY   February 2005 - December 2008
Smith Barney  2005 - 2008
WACHOVIA SECURITIES, LLC (Formerly Prudential Securities)   March 2000 - December 2004
Wells Fargo Advisors  January 1985 - January 2000

Education
LIU Post
Masters, Elementary Education - Reading

QUEENS COLLEGE
Bachelor of Arts (B.A, Elementary Education

W. POST LONG ISLAND UNIVERSITY
Master of Science (M.S, Elementary Reading

Alexander Warso Alexander Warso Greater Chicago Area Details
Alexander Warso's Citi Smith Barney Experience June 2008 - August 2008
Job Law Student at University of Illinois
Industry Law Practice
Experience
We Are Wisconsin  April 2012 - June 2012
New Trier Democrats   February 2012 - March 2012
Ilya Sheyman For Congress   January 2012 - March 2012
Chicago Reform Caucus   October 2011 - March 2012
Kaplan Test Prep and Admissions  July 2011 - March 2012
Digital senseworks LLC   October 2011 - February 2012
The AIDS Support Organization   June 2010 - August 2010
Ettinger Group   June 2009 - August 2009
Citi Smith Barney   June 2008 - August 2008
University of Illinois at Chicago  June 2007 - August 2007

Skills
NextGen, Microsoft Office, Quickbooks, Non-profits, Event Planning, PowerPoint, Microsoft Excel, Community Outreach, Research, Public Speaking, Data Analysis, Microsoft Word, Access, Fundraising, Editing

Education
University of Illinois College of Law   2012 — 2015
JD

Northwestern University   2011 — 2012
Certificate, Pregraduate Business Administration

Swarthmore College   2007 — 2011
BA, Political Science, Economics

International Honors Program   2010 — 2010
Health and Communities

elizabeth salicco elizabeth salicco Greater New York City Area Details
elizabeth salicco's Citi Smith Barney Experience March 1985 - February 2010
Job first vice president MSSB
Industry Financial Services
Experience
Morgan Stanley Wealth Management  2012 - Present
Morgan Stanley Wealth Management  March 2010 - February 2012
Citi Smith Barney   March 1985 - February 2010

Skills
Securities, Wealth Management, Fixed Income, Series 63, Equities, Forecasting, Investments, Commercial Mortgages, Series 7

Education
New York University   1976 — 1981
BA, Economics

St. Jean Baptiste HS New York NY   1972 — 1975

Matthew D'Addario Matthew D'Addario Greater New York City Area Details
Matthew D'Addario's Citi Smith Barney Experience June 2008 - August 2008
Job Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   September 2013 - Present
UBS Financial Services, Inc.   October 2012 - September 2013
Rockwell Global Capital  June 2011 - June 2012
Morgan Stanley Smith Barney  June 2010 - August 2010
Citi Smith Barney   June 2008 - August 2008

Education
Penn State University   2007 — 2011
B.S., Economics

Smeal College of Business
B.S, Economics

Spring 2011Pennsylvania State University: University
Bachelor of Science (B.S.), Economics

F. Welton Blair F. Welton Blair Greater New York City Area Details
F. Welton Blair's Citi Smith Barney Experience 1998 - 2007
Job Financial Service Entrepreneur/ Empowerment Speaker/ Visionary/ Success Coach
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Group Divsion   2011 - Present
World Financial Group (WFG)   2011 - Present
Allstate Financial  2009 - 2011
Merrill Lynch  2007 - 2009
Citi Smith Barney   1998 - 2007
JPMorgan Chase  1993 - 1998
Professional Financial Advisors   1990 - 1993

Skills
Retirement Planning, Wealth Management, Mutual Funds, Financial Advisory, Uniform Combined State..., Strategic Financial..., Series 7,24,63, life,..., Esate Planning, Active Managemet, Asset Allocation, Investment Advisory, Investments, IRAs, Series 7, Fixed Annuities, Retirement, Investment Strategies, Financial Planning, 401k

Education
Oakwood College   1978 — 1983
Bachelor's degree

Kymberli Segarra Kymberli Segarra New York, New York Details
Kymberli Segarra's Citi Smith Barney Experience January 2009 - June 2009
Job Sales Administrative Assistant at Allied Beverage Group
Industry Staffing and Recruiting
Experience
Allied Beverage Group  September 2013 - Present
New York Army National Guard  May 2011 - Present
Adecco Staffing, USA  May 2012 - March 2013
Citigroup Global Equities   June 2009 - November 2009
Citi Smith Barney   January 2009 - June 2009

Skills
Customer Service, Management, Customer Satisfaction, Networking, Interviews, Editing, Software Documentation, Temporary Staffing, Policy, Security

Education
New Jersey City University   2013 — 2017
Bachelor's Degree, Secondary Education and Teaching - Mathematics

NYANG   2011 — 2012
Graduated, Wheeled Vehicle Mechanic

PS Repertory Company   2002 — 2004
Graduated, Theater Arts

Sherando High School   2000 — 2003

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