Citi Smith Barney

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Citi Smith Barney Employees

Employee
Years
Job
Industry
Kory David Lee Kory David Lee Greater Atlanta Area Details
Kory David Lee's Citi Smith Barney Experience 2006 - 2008
Job CFP®, Wealth Manager
Industry Financial Services
Experience
USAA  October 2014 - Present
Morgan Stanley Wealth Management  April 2014 - October 2014
HA&W Wealth Management, LLC   2012 - March 2014
Morgan Stanley Smith Barney  2012 - 2012
Wells Fargo Advisors, LLC  2011 - 2012
Wells Fargo Advisors, LLC  2009 - 2010
Morgan Stanley Smith Barney  2008 - 2009
Citi Smith Barney   2006 - 2008

Education
University of Georgia - Terry College of Business

Westminster College (MO)
B.A., Economics

Martin Hermens Martin Hermens San Francisco Bay Area Details
Martin Hermens's Citi Smith Barney Experience September 2007 - June 2008
Job Vice President, Investor Relations at Ironwood Capital Management
Industry Investment Management
Experience
Ironwood Capital Management  January 2015 - Present
Ironwood Capital Management  March 2012 - December 2014
Merrill Lynch  April 2009 - February 2012
Citi Smith Barney   September 2007 - June 2008

Education
University of Oregon - Charles H. Lundquist College of Business   2004 — 2008
Bachelor of Science, Finance

Christopher Cuzzucoli Christopher Cuzzucoli San Diego, California Details
Christopher Cuzzucoli's Citi Smith Barney Experience February 2000 - December 2001
Job SVP, Financial Intelligence Unit LPL Financial
Industry Financial Services
Experience
LPL Financial  May 2014 - Present
Charles Schwab  March 2010 - May 2014
Barclays Bank  March 2009 - March 2010
Citigroup  September 2006 - February 2009
Citigroup  September 2004 - September 2006
Dresdner Bank  August 2002 - August 2004
TD Bank  December 2001 - July 2002
Citi Smith Barney   February 2000 - December 2001
Paine Webber  1999 - 2000

Skills
USA PATRIOT Act, Bank Secrecy Act, OFAC, Compliance, BSA, AML, KYC, Sanctions, FCPA, CAMS

Education
University of Denver - Sturm College of Law   1989 — 1991
Doctor of Law (J.D.)

University of Colorado Boulder   1982 — 1986
BA, Psychology

Aaron Bartee Aaron Bartee Houston, Texas Details
Aaron Bartee's Citi Smith Barney Experience June 2008 - August 2008
Job Power Trader at EDF Trading North America
Industry Oil & Energy
Experience
EDF Trading  February 2012 - Present
Constellation Energy  January 2011 - February 2012
Constellation Energy  August 2009 - January 2011
Epic Merchant Energy  2009 - 2009
Citi Smith Barney   June 2008 - August 2008

Skills
Energy Markets, Power Trading, Electricity Markets, Proprietary Trading, Demand Response, Microsoft Excel, Power Scheduling, Commodity Markets, Trading, Risk Management, Natural Gas, Analysis, Commodity Risk..., Financial Analysis, Gas, Leadership, Management, Renewable Energy, Power Generation

Education
St. Edward's University   2004 — 2008
B.B.A., Finance & International Business

Suzanne Seung Suzanne Seung Greater Los Angeles Area Details
Suzanne Seung's Citi Smith Barney Experience September 1998 - August 2001
Job VP, Manager City National Bank
Industry Banking
Experience
City National Bank  November 2013 - Present
Citi  February 2013 - November 2013
Citi  April 2011 - February 2013
Citi  June 2008 - April 2011
Citi  July 2006 - June 2008
Citi  August 2001 - July 2006
Citi Smith Barney   September 1998 - August 2001

Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Credit Analysis, Banking, Series 7, Lines Of Credit, Credit Risk, Sales Management, Series 63, Series 24, Series 65, Financial Advisory, Retail Banking, Relationship Management, Mortgage Lending, Cross Selling, Consumer Lending, Portfolio Management, Loan Origination, Financial Services, Treasury Management, Wealth Management, Cash Management, Branch Management, Commercial Mortgages, Credit Cards, Mutual Funds, Investments, Securities, Small Business, Branch Banking, Deposits, Investment Advisory, Sales, Internet Banking, Merchant Services, Treasury Services, Loan Servicing, Mortgage Banking, Retirement Planning, Fixed Income, Risk Management, Letters of Credit, Retirement, Operational Risk, Business Relationship..., Underwriting

Education
University of California, Riverside
Bachelor of Science (B.S.), Business Administration and Management, General

Andrew Winner Andrew Winner Tampa, Florida Details
Andrew Winner's Citi Smith Barney Experience May 2008 - August 2008
Job Associate at Mangrove Equity Partners
Industry Venture Capital & Private Equity
Experience
Mangrove Equity Partners   August 2013 - Present
Stephens Inc.  June 2011 - June 2013
NCCI Holdings, Inc  May 2010 - August 2010
Citi Smith Barney   May 2008 - August 2008

Skills
Financial Modeling, Investment Banking, Financial Analysis, Research, Valuation, Corporate Finance, Private Equity, Mergers & Acquisitions, Due Diligence, Leveraged Buyouts

Education
University of Florida - Hough Graduate School of Business   2010 — 2011
Master of Science in Finance

University of Florida - Warrington College of Business Administration   2007 — 2010
BSBA, Major in Finance, Minor in Actuarial Science

University of Florida

Sean Knipe Sean Knipe Greater New York City Area Details
Sean Knipe's Citi Smith Barney Experience October 2008 - June 2009
Job Senior Vice President at TriNet Ambrose
Industry Financial Services
Experience
TriNet Ambrose  July 2013 - Present
Ambrose Employer Group, LLC  January 2013 - July 2013
Merrill Lynch  September 2010 - August 2012
Morgan Stanley Smith Barney  June 2009 - September 2010
Citi Smith Barney   October 2008 - June 2009
2008  March 2008 - September 2008
UPS  March 2005 - March 2008

Skills
Bloomberg Terminal, Word, Excel, Sales Process, Customer Relations, Customer Service, Customer Satisfaction, Equities, Reuters, Securities, Management, Investments, Portfolio Management, Hedge Funds, Finance, Leadership, Asset Management, Sales, Fixed Income, Employee Benefits, Marketing, Microsoft Word, Microsoft Excel

Education
STATE UNIVERSITY OF NEW YORK COLLEGE   2000 — 2004
Bachelor of Arts, Psychology

State University of New York College at Cortland   2000 — 2004
BA, Psychology

Oswego High   1996 — 2000

P. Jennette Bratzler P. Jennette Bratzler Reno, Nevada Details
P. Jennette Bratzler's Citi Smith Barney Experience August 2007 - September 2008
Job Area Manager, Arbonne International
Industry Health, Wellness and Fitness
Experience
Arbonne International  March 2011 - Present
Citi/ Smith Barney  August 2007 - September 2008
Pulte Homes/ Del Webb  May 2005 - June 2007

Skills
Coaching, Sales, Health, Public Speaking, Network Marketing, Customer Service, Social Networking, Social Media Marketing, Marketing

Education
University of Nevada-Reno   2001 — 2006
Bachelor of Business Administration (B.B.A.), Marketing

University of Nevada-Reno   2001 — 2006
Bachelor of Arts (B.A.), Speech Communication

Fang Li Fang Li Greater New York City Area Details
Fang Li's Citi Smith Barney Experience July 2004 - October 2004
Job
Industry Financial Services
Experience
JP Morgan Chase  March 2015 - Present
JP Morgan Chase  August 2014 - February 2015
Bank of America Merrill Lynch  November 2012 - August 2014
J.P. Morgan   July 2010 - October 2012
RBS Sempra Commodities  April 2007 - June 2010
Fitch Algorithm   November 2004 - November 2006
Citi Smith Barney   July 2004 - October 2004
Flagstar Bank  April 2002 - July 2004
Internet Security Systems  November 2000 - April 2002

Skills
Derivatives, Quantitative Analytics, Risk Modeling, Commodities, Fixed Income, Trading Systems, Algorithms, Unix, Oracle SQL, Sybase, C++, Java, Python, Commodity, Credit Risk, Risk Management, Market Risk, Leadership, FX Options, Capital Markets, Options, Securities, Trading, Equities

Education
New York University - Leonard N. Stern School of Business   2006 — 2009
MBA

University of Michigan   1995 — 2000
Ph.D

Wuhan University
B.S.

Anne Trent, PHR Anne Trent, PHR Greater Atlanta Area Details
Anne Trent, PHR's Citi Smith Barney Experience April 2005 - August 2009
Job Senior HR Business Partner at CCH Small Firm Services
Industry Computer Software
Experience
CCH Small Firm Services  July 2013 - Present
CCH Small Firm Services  January 2010 - July 2013
Citi Smith Barney   April 2005 - August 2009
Citi Smith Barney   April 2005 - January 2008
Citi Smith Barney   November 2003 - April 2005
Enterprise Rent-A-Car  January 2001 - January 2003

Skills
Employee Relations, Human Resources, PeopleSoft, Talent Management, Benefits Administration, Conflict Resolution, Recruiting, Employee Benefits, Training, Leadership, HRIS, Program Management, Interviews, Management, Talent Acquisition, Personnel Management, Deferred Compensation, Applicant Tracking..., College Recruiting, Performance Management, Succession Planning, Policy, Onboarding, Strategic Planning, Process Improvement, SDLC, New Hire Orientations, Organizational..., Employee Engagement, Workforce Planning, Payroll, HR Policies, Compensation & Benefit, Technical Recruiting, Internet Recruiting

Education
University of Houston, C.T. Bauer College of Business   1994 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General

Eisenhower High School   1987 — 1991

Alison duPont Alison duPont Philadelphia, Pennsylvania Details
Alison duPont's Citi Smith Barney Experience October 1996 - June 2009
Job Senior Institutional Marketing Manager
Industry Investment Management
Experience
Aberdeen Asset Management  November 2014 - Present
Aberdeen Asset Management  February 2011 - November 2014
Morgan Stanley Smith Barney  June 2009 - November 2010
Citi Smith Barney   October 1996 - June 2009
SMITH BARNEY  January 2001 - January 2002
Citi  January 1999 - January 2001
SMITH BARNEY  January 1996 - January 1997
PNC BANK  January 1986 - January 1994

Skills
Pensions, Public Speaking, Research, Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Investments, Retirement Planning, Financial Advisory, Asset Management, Investment Management, Wealth Management, ETFs

Education
University of Delaware   1978 — 1981
B.A., Languages & Literature

West Chester University of Pennsylvania   1993 — 1996
M.A., Communication Studies

Sallie Baxter Sallie Baxter Dallas, Texas Details
Sallie Baxter's Citi Smith Barney Experience May 2008 - August 2008
Job MBA Candidate 2017, SMU Cox School of Business
Industry Marketing and Advertising
Experience
Heritage Auctions  January 2014 - May 2015
Slow Boat Brewery   July 2012 - June 2013
Austen Morris Associates  October 2011 - June 2012
Hillwood  July 2011 - September 2011
CSCIEE English Immersion Program   September 2010 - June 2011
Commerce Title Company  May 2010 - August 2010
Bear Stearns, a division of J.P. Morgan   May 2009 - August 2009
Country Music Association  January 2009 - April 2009
Citi Smith Barney   May 2008 - August 2008

Skills
Mandarin, Investments, PowerPoint, International Marketing, Due Diligence, Microsoft Excel, Qualitative Research, Finance, Business Strategy, Marketing, Economics, Spanish, Marketing Strategy, Financial Analysis, Business Development

Education
Southern Methodist University - Cox School of Business   2015 — 2017
Master of Business Administration (M.B.A.), Strategy, Finance

Vanderbilt University   2006 — 2010
Bachelors of Science, Human and Organizational Development, Economics

James G. Hoffman, JD, MBA, CFP® James G. Hoffman, JD, MBA, CFP® Houston, Texas Area Details
James G. Hoffman, JD, MBA, CFP®'s Citi Smith Barney Experience 1998 - 2008
Job Financial Planner at Franklin, Parlapiano, Turner & Welch, LLC
Industry Financial Services
Experience
Franklin, Parlapiano, Turner & Welch, LLC   2015 - Present
HFG Wealth Management, LLC   2014 - 2015
PartnersInWealth, Inc.   2008 - 2013
Citi Smith Barney   1998 - 2008

Skills
Estate Planning, Wealth Management, Employee Benefits, Retirement Planning, Income Tax Planning, Financial Management, Financial Planning, Comprehensive Wealth..., Wealth Advisor, Personal Financial..., Trust Planning, Estate Tax Planning, Certified Financial..., Wealth Management..., Managerial Finance, High Net Worth..., Strategic Financial..., Investment Advisory, Succession Planning, Investments, Portfolio Management, Financial Advisory, Tax, Insurance, Income Tax, Asset Allocation, Asset Management, Finance, Securities, Cash Flow, Retirement, Wealth, Investment Strategies, Mutual Funds, Alternative Investments, 401k, Investment Management, Financial Planners

Education
Southern Methodist University - Cox School of Business
BBA, Accounting

Texas A&M University - Mays Business School
MBA, Business Administration

University of Tulsa College of Law
JD, Law

Daniel Mai Daniel Mai Greater Los Angeles Area Details
Daniel Mai's Citi Smith Barney Experience February 2007 - May 2008
Job Commercial Banking Professional
Industry Banking
Experience
Luther Burbank Savings  September 2013 - Present
Bank of America  July 2011 - September 2013
Center Bank  July 2010 - July 2011
Far East National Bank  August 2008 - July 2010
Citi Smith Barney   February 2007 - May 2008
Prudential Financial  February 2006 - January 2007
Fidelity National Financial  June 2004 - December 2005

Skills
Portfolio Management, Banking, Loans, Underwriting, Credit Risk, Credit Analysis, Credit, Bankruptcy, OREO, Commercial Mortgages, Financial Risk, Financial Services, Asset Based Lending, Finance, Commercial Lending, Financial Analysis, Executive Management, Commercial Real Estate, Investments, Mortgage Lending, Risk Management, Real Estate, Analysis, Management

Education
University of California, Irvine
BA, International Studies : International Business

Eden Girma Eden Girma Euless, Texas Details
Eden Girma's Citi Smith Barney Experience February 2007 - May 2009
Job MD candidate
Industry Medical Practice
Experience
Aureus University School of Medicine   September 2011 - Present
AEMA   May 2009 - September 2011
Citi Smith Barney   February 2007 - May 2009

Skills
Medicine, Healthcare, Medical Education, Hospitals, Teamwork, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Team Building, Cpr Certified, Community Outreach, Medical Terminology, Social Media, CPR Certified, Clinical Research, Healthcare Management, EMR, Research, Leadership, Patient Safety

Education
Aureus University School of Medicine   2011 — 2015
Doctor of Medicine (MD), Medicine

The University of Texas at Arlington   2002 — 2006
Bachelor's degree, Biology, General

The University of Texas at Arlington   2002 — 2006
Bachelor of Science (BS), Biology, General

Patrick Devaney Patrick Devaney Jefferson Valley, New York Details
Patrick Devaney's Citi Smith Barney Experience August 1998 - February 2009
Job CRPC® Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2009 - Present
Citi Smith Barney   August 1998 - February 2009
Citi  August 1998 - February 2009

Education
State University of New York College at Buffalo   1991 — 1993

Archbishop Stepinac H.S.   1996 — 2000
Yes, Education

Katherine Towl Katherine Towl New York, New York Details
Katherine Towl's Citi Smith Barney Experience 2004 - 2010
Job Portfolio Associate at Morgan Stanley Wealth Management, MBA
Industry Financial Services
Experience
Morgan Stanley Wealth Management  2015 - Present
Morgan Stanley Wealth Management  October 2010 - 2015
Citi Smith Barney   2004 - 2010
Citi Smith Barney   2006 - 2009

Skills
Series 7, Series 63, Wealth Management, Equities, Mutual Funds, Asset Management, Leadership, FINRA, Series 65, Fixed Income, Securities, Business Strategy, Strategy, Analytics, Marketing Communications, Financial Analysis, Portfolio Management

Education
New York University - Leonard N. Stern School of Business   2011 — 2013
Master of Business Administration (MBA), Finance, Leadership and Change Management, Marketing

University of Michigan   2000 — 2004
Bachelor of Arts (BA), Organizational Studies and Communications

Alison Garrett Alison Garrett New York, New York Details
Alison Garrett's Citi Smith Barney Experience September 2005 - June 2009
Job Head of Content Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2014 - Present
Morgan Stanley Wealth Management  May 2011 - December 2013
Morgan Stanley Smith Barney  July 2009 - April 2011
Citi Smith Barney   September 2005 - June 2009

Skills
New Media Strategy, Social Media Marketing, Community Management, Content Marketing, Web Content Management, Enterprise Content..., Process Improvement, Project Management, Conference Speaking, Public Speaking

Education
University of Arizona   1998 — 2002
Bachelor of Science (B.S.), Business Administration

Daphna Yoffe Daphna Yoffe Dallas/Fort Worth Area Details
Daphna Yoffe's Citi Smith Barney Experience August 2000 - May 2004
Job Vice President, Strategic Marketing at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2014 - Present
Morgan Stanley  May 2004 - July 2014
Citi Smith Barney   August 2000 - May 2004
Salomon Smith Barney  July 1999 - July 2000

Skills
Loyalty Marketing, Direct Marketing, Marketing Management, Vendor Management, Strategy Development, Marketing Strategy, Segmentation, Marketing Communications, Sales, Competitive Analysis, Strategy, Management, CRM, Analytics, Marketing, Business Strategy

Education
University of Texas at Austin   1995 — 1999
BA, Political Science, Economics

Christopher Damiano Christopher Damiano Orlando, Florida Details
Christopher Damiano's Citi Smith Barney Experience January 2009 - April 2009
Job Operations Specialist at Allgen Financial Services, Inc.
Industry Financial Services
Experience
Allgen Financial Services, Inc.   April 2013 - Present
Allgen Financial Services, Inc.   January 2013 - April 2013
Citi - Smith Barney  January 2009 - April 2009

Skills
Microsoft Office, Strategic Planning, Financial Analysis, Business Strategy, Economics, Project Management, Marketing Strategy, Research, Microsoft Excel, Investments, Office 365

Education
University of Central Florida   2007 — 2012
Bachelor of Science (B.S.), Economics

Sandia Tsai, CFP® Sandia Tsai, CFP® Greater Chicago Area Details
Sandia Tsai, CFP®'s Citi Smith Barney Experience November 2006 - June 2009
Job Investment Product Specialist, Vice President
Industry Financial Services
Experience
JPMorgan Chase  March 2013 - January 2015
Merrill Edge  March 2012 - March 2013
Morgan Stanley Smith Barney  June 2011 - May 2012
Morgan Stanley Smith Barney  June 2010 - June 2011
Morgan Stanley Smith Barney  June 2009 - June 2010
Citi Smith Barney   November 2006 - June 2009
Citi Smith Barney   March 2005 - November 2006
Philips Lighting Company  2002 - 2005
Philips Electronics North America  2001 - 2002
Philips Medical Systems  1999 - 2001

Skills
CFP®, Comprehensive Wealth..., Performance Management, Retirement Plans, Financial Planning, High Net Worth..., Series 7, Series 63, Series 65

Education
University of Illinois at Urbana-Champaign   1995 — 1999
Bachelors of Science, Bioengineering

Suzanne Tonge Suzanne Tonge Charlotte, North Carolina Area Details
Suzanne Tonge's Citi Smith Barney Experience January 2001 - December 2008
Job Professional Associate
Industry Executive Office
Experience
Ecolab  May 2015 - July 2015
Morgan Stanley  October 2012 - October 2014
Crossbridge Financial Group   April 2011 - July 2012
Citi Smith Barney   January 2001 - December 2008
Anicom Inc  May 1998 - May 2000
WESCO  February 1992 - January 1998

Skills
Administrative Work, Securities, Clerical Skills, Clerical Work, Appointment Scheduling, Receptionist Duties, Accurate Data Entry, Telephone Skills

Education
SUNY at Brockport   1994 — 1997
Bachelor of Science, Communications

State University of New York College at Brockport
Bachelor of Science (B.S.), Communication, General

Deborah J. Heisman Deborah J. Heisman Athens, Georgia Area Details
Deborah J. Heisman's Citi Smith Barney Experience January 2001 - March 2009
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 2009 - Present
Citi Smith Barney   January 2001 - March 2009

Skills
Financial Advisory, Retirement Planning, Stock Analysis, Investments, Fixed Income Strategies, Strategic Planning, Small Business, Securities, Asset Allocation, Insurance, Annuities, Long Term Care, Public Speaking, 401k Rollovers, Concentrated Stock..., Life Insurance, Mutual Funds, Estate Investment...

Education
The University of Georgia
BA, Psychology

Kevin Nagasawa Kevin Nagasawa Greater Chicago Area Details
Kevin Nagasawa's Citi Smith Barney Experience January 2004 - December 2007
Job Assistant Vice President, Business Service Manager, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  January 2013 - Present
Morgan Stanley Smith Barney  July 2010 - January 2013
Morgan Stanley Smith Barney  January 2010 - July 2010
Morgan Stanley Smith Barney  December 2007 - January 2010
Citi Smith Barney   January 2004 - December 2007

Skills
Series 63, Series 65, Series 7, Equities, Investment Strategies, Asset Allocation, FINRA, Asset Managment, Securities, Investments, Alternative Investments, Wealth Management

Education
University of Illinois at Urbana-Champaign - College of Business   1993 — 1999
Bachelor of Science, Finance

University of Illinois Institute of Aviation   1993 — 1997
Graduate Certificate, Professional Pilot/Aircraft Maintenance Technology

Mitchell Stein Mitchell Stein Chicago, Illinois Details
Mitchell Stein's Citi Smith Barney Experience September 2007 - January 2010
Job Vice President, Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities  January 2010 - Present
Citi Smith Barney   September 2007 - January 2010
Ameriprise Financial Services, Inc.   August 2005 - September 2007

Skills
Wealth Management, Investment Strategies, Life Insurance

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

University School- Hunting Valley, OH   1998 — 2001

Neal Richardson CAMS Neal Richardson CAMS Greater New York City Area Details
Neal Richardson CAMS's Citi Smith Barney Experience February 2000 - May 2009
Job Vice President AML Compliance at KCG
Industry Financial Services
Experience
KCG Holdings, Inc.   February 2013 - Present
Millennium Partners  July 2012 - February 2013
Morgan Stanley Smith Barney  June 2009 - April 2012
Citi Smith Barney   February 2000 - May 2009
Thomas Cook Group  May 1993 - September 1999
Bermuda Police Service   September 1984 - May 1993
West Mercia Police   May 1978 - September 1984

Skills
AML, USA PATRIOT Act, Bank Secrecy Act, KYC, Fraud, Due Diligence, FINRA, Securities, OFAC, Operational Risk, Anti Money Laundering, Hedge Funds, CAMS, Financial Risk, FCPA, Private Banking, Financial Regulation, Financial Services, Risk Assessment, Enterprise Risk..., Operational Risk..., Financial Institutions, Capital Markets, Mutual Funds, Options, Equities, Securities Regulation, Fixed Income, Surveillance, Compliance, Business Continuity, Mantas, CIP, Risk Management, Alternative Investments, BSA, Investigations, Compliance Audits, Fraud Investigations, Investment Advisory, Sanctions, Policy Writing, Testing, Metrics, Certified Anti-Money..., Economic Sanctions, Background Checks, Gap Analysis, Sanction

Education
University of Maryland College Park   1989 — 1993
BS, Business Management

Naved Surve Naved Surve Greater New York City Area Details
Naved Surve's Citi Smith Barney Experience January 2006 - January 2007
Job Senior Technical Professional
Industry Information Technology and Services
Experience
Citigroup Finance Technology   November 2011 - December 2013
Citigroup Finance Technology   February 2011 - October 2011
Citi Global Functions   May 2009 - February 2011
Citigroup Global Wealth Management  January 2008 - May 2009
Citi Smith Barney   January 2006 - January 2007
Smith Barney  June 2000 - December 2005
Merrill Lynch  May 1998 - June 2000
MarketSource  May 1995 - April 1998

Skills
SDLC, Integration, Databases, Enterprise Software, Business Intelligence, Software Development, Data Warehousing, Vendor Management, Strategy, Program Management, E-commerce, Business Analysis, Perl, Performance Tuning, Solaris, Financial Services, Quality Assurance, Oracle, Testing, IT Strategy, Equities, Leadership, Wealth Management, Outsourcing, IT Service Management, Unix, Linux

Education
The Johns Hopkins University   1991 — 1995
BA, Biology

Nicole Callahan Nicole Callahan Washington D.C. Metro Area Details
Nicole Callahan's Citi Smith Barney Experience September 2008 - December 2008
Job Digital Engagement Strategist U.S. Department of Education's office of Federal Student Aid
Industry Marketing and Advertising
Experience
U.S. Department of Education   May 2011 - Present
Federal Student Aid, U.S. Department of Education   June 2010 - May 2011
Partnership for Public Service  July 2010 - April 2011
Sabre Hospitality Solutions  January 2010 - June 2010
George Washington University  September 2008 - May 2010
Citi Smith Barney   September 2008 - December 2008
Boys & Girls Clubs of Boston  February 2003 - August 2008

Skills
Social Media, New Media, Wordpress, Facebook, Research, Higher Education, WordPress, Social Networking, Social Media Marketing, Digital Marketing, Marketing Strategy, Twitter, Management, Editing, Recruiting, Strategic Communications, Public Relations, Event Planning, Public Speaking

Education
The George Washington University - School of Business   2007 — 2011
BBA, Marketing and Business Economics & Public Policy

IES   2009 — 2009

Universitat Pompeu Fabra   2009 — 2009

John Zucco John Zucco Greater New York City Area Details
John Zucco's Citi Smith Barney Experience May 2008 - January 2009
Job Trader at UBS
Industry Investment Management
Experience
UBS  July 2013 - Present
UBS Investment Bank  September 2011 - Present
UBS Investment Bank  July 2010 - September 2011
Managers Investment Group  November 2009 - July 2011
Citi Smith Barney   May 2008 - January 2009
Citi Smith Barney   May 2007 - January 2008

Skills
Series 7, Series 63, Bloomberg, Fixed Income, Credit Derivatives, Microsoft Office, FINRA, Series 55, Trading

Education
University of Massachusetts, Amherst   2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.52

Christine Spaulding Christine Spaulding Fort Worth, Texas Details
Christine Spaulding's Citi Smith Barney Experience January 1995 - July 2008
Job Over 18 Years Financial Services Industry Experience
Industry Financial Services
Experience
First Command Financial Services  January 2012 - Present
RBC Capital Markets  July 2008 - November 2011
Citi Smith Barney   January 1995 - July 2008

Skills
Operations Management, Sales Management, Business Development, Compliance, Public Speaking, Employee Training, Investments, Microsoft Office, Financial Analysis, Microsoft Excel, Microsoft Word, Performance Management, Portfolio Management, PowerPoint, Risk Management, Training

Education
The University of Texas at Arlington   2011 — 2012
Master of Business Administration (MBA)

Texas Christian University   1997 — 1999
Bachelor of Business Administration (BBA), Finance, General

Tarrant County College   1995 — 1997
Associate of Arts (AA)

Amanda Tripmacher Amanda Tripmacher Astoria, New York Details
Amanda Tripmacher's Citi Smith Barney Experience April 2007 - December 2008
Job Relationship Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company  April 2009 - Present
Citi Smith Barney   April 2007 - December 2008
Citi  May 2004 - April 2007

Skills
FINRA Series 6, Fixed Annuities, Life Insurance, Series 6, Relationship Management

Education
University of Delaware   2000 — 2004
Bachelor of Science, Family and Community Services

Kristin (Lee) Sun, CFP® Kristin (Lee) Sun, CFP® San Francisco Bay Area Details
Kristin (Lee) Sun, CFP®'s Citi Smith Barney Experience July 2003 - May 2006
Job Wealth Manager at Sand Hill Global Advisors
Industry Investment Management
Experience
Sand Hill Global Advisors  October 2011 - Present
StarVista  May 2014 - Present
Morgan Stanley Private Wealth Management  March 2010 - October 2011
Morgan Stanley Smith Barney  May 2006 - March 2010
Citi Smith Barney   July 2003 - May 2006

Education
UC Berkeley   2000 — 2004
B.A. Interdisciplinary Studies

Saint Francis High School   1996 — 2000

Grace Gill-Morlis Grace Gill-Morlis New York, New York Details
Grace Gill-Morlis's Citi Smith Barney Experience September 2008 - May 2009
Job Distribution Manager at Louis Vuitton Americas
Industry Logistics and Supply Chain
Experience
Louis Vuitton  May 2014 - Present
L'Oréal   June 2012 - May 2014
Kate Somerville Skin Care LLC  March 2011 - April 2012
Credit Union  June 2009 - May 2010
Citi Smith Barney   September 2008 - May 2009
Morgan Stanley Financial Services   June 2008 - August 2008
UBS Financial Services  September 2007 - December 2007
Banco Central de Reserva del Peru   June 2007 - August 2007

Skills
Analysis, Analytics, Competitive Analysis, Consumer Products, Cross-functional Team..., Data Analysis, Economics, Financial Analysis, Financial Modeling, Inventory Management, Marketing Strategy, Procurement, Product Development, Strategic Planning, Supply Chain Management, MRP, Forecasting, Management

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2012
MBA

University of Illinois at Chicago   2005 — 2009
B.S, Finance and Economics

Villa Maria

Dana Ingram Dana Ingram Greater Seattle Area Details
Dana Ingram's Citi Smith Barney Experience 2007 - 2008
Job Global Product Marketing Manager
Industry Medical Devices
Experience
Fluke Biomedical  2013 - Present
CareFusion  2012 - 2013
Mentor Worldwide LLC, a company of Johnson & Johnson   2008 - 2011
Citi Smith Barney   2007 - 2008

Skills
Product Marketing, Product Management, New Product Release, New Program Development, New Program Launches, Brand Development, Customer Retention, Event Management, Social Media Marketing, Media Planning, Media Buying, Integrated Marketing, Product Development, Cross-functional Team..., Brand Loyalty, Strategy, Global Marketing, Management, Product Launch, Business Planning, Leadership, Advertising, Medical Devices, Competitive Analysis, Marketing Research, Sales

Education
University of California, Santa Barbara
B.A., Anthropology, Education

University of California, Santa Barbara
Certificate Program, Marketing

Anna-Kathryn Robinson Anna-Kathryn Robinson Greater Atlanta Area Details
Anna-Kathryn Robinson's Citi Smith Barney Experience August 2003 - Present
Job Financial Advisor/ Financial Planning Specialist with Citi Smith Barney
Industry Financial Services
Experience
Citi Smith Barney   August 2003 - Present
FIG Partners  August 2001 - July 2003
Trident Securities/McDonald Investments   May 1997 - February 2000

Education
University of Alabama   1991 — 1995

Anthony Pastore Anthony Pastore Greater New York City Area Details
Anthony Pastore's Citi Smith Barney Experience March 2000 - May 2003
Job Director, WMA OnAir at UBS
Industry Financial Services
Experience
UBS  April 2012 - Present
Morgan Stanley Smith Barney  March 2011 - February 2012
Morgan Stanley Smith Barney / Citi Smith Barney   May 2003 - March 2011
Citi Smith Barney   March 2000 - May 2003
Smith Barney  October 1997 - March 2000

Skills
Series 7, Business Development, Professional Development, New Business Development, Financial Markets, Training & Development, Public Speaking, Communication, Customer Presentations, Creative Strategy, Client Retention, Client Engagement, Client Services, Product Marketing, Business Relationship..., Broadcast, Radio Broadcasting, Media Production, Bloomberg Terminal, Microsoft Office, SharePoint, CRM software, Financial Services, Customer Retention, Management, Customer Engagement, Marketing, Employee Training, Finance, Relationship Management, Securities, Mutual Funds, Wealth Management, Series 63, Capital Markets, Investments, Alternative Investments, Fixed Income, Portfolio Management, CRM

Education
State University of New York at New Paltz   1994 — 1995
Bachelor of Arts, Theater Arts / Theatre Management

Westchester Community College   1991 — 1993
Associate of Arts, Business Management & Adminstration

Christopher Cammarata Christopher Cammarata Jacksonville, Florida Area Details
Christopher Cammarata's Citi Smith Barney Experience March 2007 - June 2007
Job Financial Service Operations
Industry Financial Services
Experience
Bank of America Merrill Lynch  July 2015 - Present
TradeSmith, LLC І   March 2014 - May 2015
Morgan Stanley  June 2007 - August 2013
Citi Smith Barney   March 2007 - June 2007
Comcast  April 2006 - September 2006

Skills
Credit, Vendor Management, Risk Management, Strategic Planning, Financial Analysis, Wealth Management, Securities, Customer Service, Social Media Marketing, Banking, Investments, Management, Analysis

Education
University of Baltimore
B.S, Business Administration; Entrepreneurship, 3.4

Jewell Burnett Jewell Burnett Greater Los Angeles Area Details
Jewell Burnett's Citi Smith Barney Experience May 2006 - July 2006
Job Marketing Communications
Industry Marketing and Advertising
Experience
Freelance  January 2014 - Present
MemberPlanet  April 2012 - October 2013
GreekBill  January 2012 - October 2013
GreekBill  January 2012 - October 2013
GreekBill  April 2013 - September 2013
ReadyU  September 2010 - December 2010
Liner LLP  December 2007 - September 2008
Citi Smith Barney   May 2006 - July 2006

Skills
Event Planning, PowerPoint, Sales, Microsoft Office, Facebook, Public Speaking, Microsoft Excel, Leadership, Customer Service, Outlook, Social Media

Education
Stanford University
Bachelor's Degree, Sociology

Donna Dunbar, SPHR - CA Donna Dunbar, SPHR - CA Greater Los Angeles Area Details
Donna Dunbar, SPHR - CA's Citi Smith Barney Experience August 1998 - March 2009
Job Principal Human Capital Consultant at TriNet
Industry Human Resources
Experience
TriNet  July 2012 - Present
Independent  2009 - July 2012
Citi Smith Barney   August 1998 - March 2009
Smith Barney  June 1995 - August 1998

Skills
Employee Relations, Performance Management, Human Resources, Career Development, Management, Deferred Compensation, Succession Planning, HR Policies, Workforce Planning, Benefits Administration, New Hire Orientations, Employee Benefits, Organizational..., Talent Management, Leadership Development, HR Consulting, Onboarding

Education
University of California, Los Angeles
Certificate, Human Resources Management

University of California, Los Angeles
Certificate, Paralegal, Corporate Emphasis

University of Southern California
BA, English

Justin Edelstein Justin Edelstein Greater New York City Area Details
Justin Edelstein's Citi Smith Barney Experience April 2005 - May 2009
Job Chief Information Officer at Arkus
Industry Information Technology and Services
Experience
Arkus   June 2010 - Present
New Leaders for New Schools  May 2009 - June 2010
Citi Smith Barney   April 2005 - May 2009
IMG Licensing Division   June 2004 - March 2005
Professional Bowlers Association  February 2004 - June 2004

Skills
Salesforce.com, Agile Project Management, Force.com, SaaS, Cross-functional Team..., Business Process..., Business Analysis, Cloud Computing, CRM, SEO, Knowledge Management, Website Development, Enterprise Software, Management, Entrepreneurship, Consulting, Leadership, Business Intelligence, PaaS, Professional Services, Strategy, Program Management, Lead Generation, Strategic Partnerships, Sales, SDLC, Business Process, Outsourcing, Enterprise Architecture, Analytics, Sales Process, E-commerce, Start-ups, Marketing Automation, Product Management, Integration, Solution Selling, Management Consulting, IT Strategy, Business Development, Recruiting, Software Project...

Education
State University of New York College at Brockport   1999 — 2003
BS, Communications, Sport Management

Travis Keyser Travis Keyser Washington D.C. Metro Area Details
Travis Keyser's Citi Smith Barney Experience July 2001 - August 2009
Job Manager Urgent.ly
Industry Information Technology and Services
Experience
Urgent.ly   May 2013 - Present
MCW Solutions  November 2010 - January 2013
B3 Consulting   August 2009 - November 2010
Citi Smith Barney   July 2001 - August 2009
LifeMinders, Inc.   July 1999 - March 2001
Whiting-Turner  1994 - 1997

Education
University of Maryland College Park   1989 — 1993
BS, Civil Engineering

Virginia Duan Virginia Duan San Francisco Bay Area Details
Virginia Duan's Citi Smith Barney Experience July 2004 - February 2009
Job President/Owner at New Spring Financial Planning, LLC
Industry Financial Services
Experience
New Spring Financial Planning, LLC   February 2009 - December 2013
Citi Smith Barney   July 2004 - February 2009
RG Media   April 2002 - January 2004
Aesop Marketing Corporation   October 2002 - October 2003
Aesop Marketing Corporation   October 2001 - September 2002
Aesop Marketing Corporation   October 2000 - October 2001
National Genetics Institute  August 1999 - October 2000

Skills
Marketing, Retirement Planning, Strategic Financial..., Management, Investments, Insurance, Residential Mortgages, Wealth, New Business Development, Risk Management, Series 7, Investment Advisory, Start-ups, Wealth Management, Customer Service, Portfolio Management, Mutual Funds, Alternative Investments, Sales, Asset Allocation, Strategic Planning, Investment Strategies, Financial Advisory, Fixed Annuities, Public Speaking, Executive Management, Financial Analysis, Analytics, Mergers & Acquisitions, Finance, Investment Management, Retirement, Asset Management, Selling, 401k, Social Media, Equities, Financial Services, Long-term Care, Series 63, Estate Planning, Employee Benefits, Strategy, Securities, Mortgage Lending, Life Insurance, Small Business

Education
University of California, Los Angeles   1995 — 1999
Bachelor of Sciences, Microbiology & Molecular Genetics

SRVHS   1992 — 1995

NEIL DOUTHAT NEIL DOUTHAT Kansas City, Missouri Area Details
NEIL DOUTHAT's Citi Smith Barney Experience 1997 - April 2009
Job Senior Vice President Investments at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services  April 2009 - Present
Truman Medical Center, Inc.   2002 - Present
Smith Barney  January 1997 - April 2009
Citi Smith Barney   1997 - April 2009
Piper Jaffray  March 1981 - January 1997
First National Bank of Kansas City   January 1973 - February 1981

Skills
Asset Management, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Investments, Leadership, Management, Portfolio Management, Series 7, Strategic Planning, Strategy, Wealth Management

Education
University of Missouri-Columbia   1971 — 1972
MBA, Finance

University of Denver   1967 — 1971
BSBA, Business Administration

Bernadette Armiento Bernadette Armiento Greater New York City Area Details
Bernadette Armiento's Citi Smith Barney Experience 2000 - 2005
Job Health, Life & Career Coach/Public Relations Writer
Industry Professional Training & Coaching
Experience
Shining Life Coaching   2006 - Present
diaz schloss communications   2006 - Present
Chef's Laboratory   2010 - 2010
Citi Smith Barney   2000 - 2005
Pershing, LLC Jersey City, NJ   1999 - 2000
Consultant  1995 - 1999
Smith Barney Shearson Inc.   1989 - 1994

Skills
Wellness Coaching, Health Coaching, Nutritional Counseling, Public Speaking, Public Relations, Writing, Teaching, Cooking, Vegetarian Cooking, Meditation, Nutrition Education, Entrepreneurship, Leadership, Lifestyle, Blogging, Holistic Health, Social Media, Wellness, Market Research, Workshops, Nonprofits, Marketing, Nutrition, Yoga, Wellbeing, Corporations

Education
Institute for Integrative Nutrition
CHHC, Holistic Health & Nutriiton

OASIS in the Overwhelm
Certified as Authorized Trainer

State University of New York at Albany
BA, English

Yoga Synthesis
Certified Yoga Instructor

Alfred-Cyrille Cazeau Alfred-Cyrille Cazeau Greater New York City Area Details
Alfred-Cyrille Cazeau's Citi Smith Barney Experience 2008 - 2010
Job Management Consultant at Accenture
Industry Financial Services
Experience
Accenture  2015 - Present
Capco  2014 - 2015
Citi  2011 - 2014
Citi Smith Barney   2008 - 2010
Bayerische Landesbank  2007 - 2008
Wimba  May 2006 - August 2006
Dresdner Kleinwort  2001 - 2005

Skills
Financial Analysis, Competitive Analysis, Business Strategy, Strategic Planning, Marketing Research, Marketing Strategy, Digital Strategy, Product Management, Project Management, Business Development, Marketing Communications, Digital Marketing, Management, Strategy, Analysis, Strategic Partnerships, Cross-functional Team..., Credit, Product Development, Market Research, Analytics, CRM

Education
New York University - Leonard N. Stern School of Business   2005 — 2007
Master, Business Administration, Specializations in Strategy, Product Management, and Marketing

Management Leadership for Tomorrow (ML4T)   2004 — 2005

Poly Prep
High School

Tufts University
Bachelor's Degree, Psychology

Thomas Ganey Thomas Ganey Saint Petersburg, Florida Details
Thomas Ganey's Citi Smith Barney Experience May 2008 - August 2008
Job Mutual Fund Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  June 2014 - Present
Raymond James Financial Inc.  June 2013 - May 2014
UBS  June 2012 - August 2012
DePrince, Race & Zollo, Inc.   January 2012 - April 2012
First America Bank   May 2009 - December 2011
Citi Smith Barney   May 2008 - August 2008

Skills
Bloomberg Terminal, FactSet, Capital IQ, Financial Modeling, Microsoft Excel, Capital Markets, Options, Bloomberg, Financial Advisory, Investments, Equity Research, Wealth Management, Finance, Financial Analysis, Portfolio Management, Corporate Finance, Mutual Funds

Education
University of Florida   2012 — 2013
Master of Science (M.S.), Finance

University of Florida   2007 — 2011
Bachelor of Science (B.S.), Finance, Information Systems

Universidad Antonio de Nebrija   2010 — 2010
Warrington College of Business Administration International Program

Terry Albin CFP Terry Albin CFP Houston, Texas Area Details
Terry Albin CFP's Citi Smith Barney Experience January 1986 - May 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2009 - Present
Citi Smith Barney   January 1986 - May 2009

Education
Stephen F. Austin State University   1966 — 1970
BBA, Business - Economics

David Blaisdell David Blaisdell Boise, Idaho Area Details
David Blaisdell's Citi Smith Barney Experience March 2002 - October 2007
Job Financial Consultant at The Heuett Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Heuett Financial Consulting Group of Wells Fargo Advisors, LLC   November 2007 - Present
Citi - Smith Barney  March 2002 - October 2007
American Express Financial Advisors  November 1999 - March 2002

Skills
Retirement Planning, Financial Services, Investments, Insurance, Finance, Customer Service, Asset Allocation, Securities, Mutual Funds, Financial Analysis, Alternative Investments, Retirement

Education
University of California, San Diego   1994 — 1998

MVHS   1990 — 1994

Bruce Jacobson Bruce Jacobson La Jolla, California Details
Bruce Jacobson's Citi Smith Barney Experience April 2004 - January 2010
Job Financial Consultant
Industry Financial Services
Experience
Wedbush Securities  January 2010 - Present
Citi Smith Barney   April 2004 - January 2010
A G Edwards & Sons, Inc   January 2001 - May 2003

Education
University of California, Riverside   1977 — 1979
BA, Business Administration

Kacey Cornelius Kacey Cornelius Dallas/Fort Worth Area Details
Kacey Cornelius's Citi Smith Barney Experience November 2006 - May 2007
Job Relationship Manager at Frost Bank
Industry Banking
Experience
Frost Bank  December 2009 - Present
Frost Bank  June 2007 - April 2010
Citi Smith Barney   November 2006 - May 2007
Vector Marketing  July 2003 - August 2006

Skills
Credit Analysis, Loan Structuring, Business Relationship..., Commercial Lending, Investments, Financial Structuring, Credit, Commercial Banking, Sales, Hedge Funds, Banking, Loans, Financial Analysis, Financial Modeling, Treasury Management, Management, Finance, Small Business Lending, Portfolio Management

Education
Texas Christian University - M.J. Neeley School of Business   2003 — 2007
BBA, Finance/Accounting

Faye Angelo Faye Angelo Greater New York City Area Details
Faye Angelo's Citi Smith Barney Experience February 2008 - June 2008
Job Investor Services Associate, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management  May 2014 - Present
Canyon Partners, LLC  June 2010 - May 2014
Century Center for Economic Opportunity, YouthBuild   August 2009 - June 2010
The Aspen Institute  January 2009 - April 2009
San Diego Museum of Art  June 2008 - September 2008
Citi Smith Barney   February 2008 - June 2008
3J Development, LLC   January 2007 - July 2007

Skills
Microsoft Excel, Research, Nonprofits, Fundraising, Accounting, Hedge Funds, Data Analysis, Public Speaking, Leadership, Project Management, Finance, Customer Service

Education
University of California, San Diego   2005 — 2009
Bachelor of Arts, Economics

Eric Steinberg Eric Steinberg New York, New York Details
Eric Steinberg's Citi Smith Barney Experience May 2006 - August 2006
Job Vice President Citi Community Capital, Origination at Citi
Industry Real Estate
Experience
Citi  August 2015 - Present
Citi  January 2014 - August 2015
Citi  July 2011 - January 2014
Citi  July 2010 - July 2011
Citi  June 2008 - July 2010
Burkenroad Reports Equity Research   September 2007 - May 2008
The Gemstone Group   May 2007 - August 2007
Citi Smith Barney   May 2006 - August 2006
Citi Smith Barney   May 2005 - August 2005

Skills
Series 7, Series 63, Series 55

Education
Tulane University - A.B. Freeman School of Business   2006 — 2008
MBA, Finance, International Business, Energy

Tulane University   2003 — 2007
BA, Psychology

Riley Gardner Riley Gardner Santa Clara, California Details
Riley Gardner's Citi Smith Barney Experience March 2008 - June 2008
Job Business Development
Industry Consumer Electronics
Experience
SuperD Group   May 2013 - Present
SuperD   2010 - 2013
Shenzhen Education Bureau  September 2009 - June 2010
Citi Smith Barney   March 2008 - June 2008
ASUCLA  November 2005 - March 2007
UCLA Fund  September 2006 - December 2006

Skills
Business Development, Start-ups, Strategic Partnerships, Strategy, Management, Consumer Electronics, Budgets, New Business Development, CRM, Analysis, Contract Negotiation, Mergers & Acquisitions, Due Diligence, Negotiation, Project Management, Operations Management, Recruiting, Sales

Education
University of California, Los Angeles   2005 — 2009
B.A., Global Studies with focus on Economics

Beijing Language and Culture University   2008 — 2008
Advanced Chinese Training Program

East Shanghai Normal University   2008 — 2008
Globalization in the Context of Chinese Economic Development

Stephanie Langford Stephanie Langford Baltimore, Maryland Area Details
Stephanie Langford's Citi Smith Barney Experience January 2005 - December 2008
Job Executive Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney  January 2009 - Present
Citi Smith Barney   January 2005 - December 2008
Legg Mason  July 2003 - December 2005
Legg Mason  October 1999 - July 2003

Skills
Spreadsheets, Expenses, Outlook, Calendars, Travel Arrangements, Administrative..., Financial Services, Concur

Education
Towson University
BS, Early Childhood Education

Kat Simon Kat Simon Greater New York City Area Details
Kat Simon's Citi Smith Barney Experience December 2007 - February 2008
Job Experienced Marketing Professional
Industry Marketing and Advertising
Experience
Crown Awards  April 2014 - Present
Bright Power, Inc.   September 2013 - March 2014
ab+c  November 2010 - August 2013
ab+c  March 2010 - November 2010
Nordstrom  February 2006 - November 2009
Student Media Group  March 2009 - May 2009
Citi Smith Barney   December 2007 - February 2008

Skills
Integrated Marketing, Marketing Communications, Project Management, Managing Database, Customer Service, Marketing Strategy, Advertising, WordPress, Microsoft Word, PowerPoint, Microsoft Excel, Atlassian JIRA, Constant Contact, Workamajig, Presentations, Microsoft Office, Account Management, Marketing Management, Email Marketing, Mac OS, Windows, Cross-functional Team..., Critical Thinking, Creative Problem Solving, Inventory Control, Efficiency, Phone Etiquette, Corporate Blogging, Direct Mail, Newsletters, Strategy, Digital Media

Education
University of Delaware - Lerner College of Business and Economics   2006 — 2010
BS, Marketing, Operations Management, Advertising, International Business

Nikki Freeman, CFA Nikki Freeman, CFA San Francisco Bay Area Details
Nikki Freeman, CFA's Citi Smith Barney Experience April 2008 - August 2008
Job High Yield Research Analyst at Wells Capital Management
Industry Banking
Experience
Wells Capital Management  July 2014 - Present
Wells Capital Management  May 2012 - July 2014
Barclays Capital  July 2010 - April 2012
Barclays Capital  June 2009 - August 2009
Apple Inc.  May 2007 - June 2009
Citi Smith Barney   April 2008 - August 2008

Skills
Valuation, Financial Modeling, Equities, Financial Analysis, Portfolio Management

Education
Stanford University   2006 — 2010
Bachelor of Arts, Economics

Susan Delmer Susan Delmer San Antonio, Texas Area Details
Susan Delmer's Citi Smith Barney Experience February 2008 - July 2011
Job Sales Consultant at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc.   July 2011 - Present
Citi Smith Barney   February 2008 - July 2011
JPMorgan Chase  October 2006 - August 2007
Alliance Bernstein  2001 - 2007
American Express Financial Advisors  1999 - 2001

Skills
Series 7, Series 63, Series 65, Wholesaling, Consultative Selling, Financial Markets, Investments, Separately Managed..., Equities, Fixed Income, Mutual Funds, Securities, Bonds, Alternative Investments, Hedge Funds, Financial Planning, Investment Advisory, Wealth Management, Asset Allocation, Managed Accounts, Investment Products, Financial Advisory, Strategic Financial..., Managing Accounts, Trading, FINRA, Investment Strategies, Financial Services, ETFs, Retirement, Selling, Insurance, Finance, Uniform Combined State..., Wholesale, Asset Management, Retirement Planning, Portfolio Management, Sales

Education
Texas Tech University   1989 — 1991
Not Completed, English

Alamo Heights High School

Sheryl Latham Sheryl Latham Dallas/Fort Worth Area Details
Sheryl Latham's Citi Smith Barney Experience January 2007 - July 2008
Job Of Counsel at Hallett & Perrin, P.C. + Board Certified Estate Planning & Probate Law Attorney + Wealth Preservation
Industry Law Practice
Experience
Hallett & Perrin, P.C.   2009 - Present
Texas Ballet Theater  2003 - Present
Perot Museum of Nature and Science  2003 - Present
Citi Smith Barney   January 2007 - July 2008
Wells Fargo  2002 - 2006
Winstead PC  1996 - 2002
Sheryl B. Latham   1987 - 1996
Winstead, McGuire, Sechrest & Minick, PC   1985 - 1987

Skills
Estate Planning, High Net Worth..., Trusts, Wealth Management, Retirement Planning, Tax, Estate Tax Planning, Charitable Trusts, Charitable Gift Planning, Wills, Estate Administration, Gift Tax, Asset Protection, Irrevocable Life..., Nonprofits, GRATs, Dynasty Trusts, Private Foundations, Preparation of Wills, Mediation, Management, Board Certified, Family Partnerships, Multi-generational..., Non-profits, Spousal Access Trusts, marital agreements, Leadership, Advisory Boards, Performing Arts, Non-profit..., disability planning, Wealth Preservation..., wealth transfer planning, Personal Trust..., Philanthropy, split interest..., Internal Revenue Code, IRS problem resolution, marital property...

Education
The University of Texas at Austin
B.S

University of Houston Law Center
Doctor of Law (J.D.)

Justin Belkin Justin Belkin Greater New York City Area Details
Justin Belkin's Citi Smith Barney Experience October 2007 - September 2009
Job Financial Planning & Analysis Professional
Industry Financial Services
Experience
MedSave USA  October 2013 - November 2014
Stony Brook University (SUNY)   August 2011 - July 2013
SecondMarket, Inc.   July 2010 - June 2011
Citi Smith Barney   October 2007 - September 2009
Bank of America  August 2006 - October 2007
Morgan Stanley  January 2005 - January 2006
New York State Senate  January 1997 - June 1997
Suffolk County Attorney   January 1996 - June 1996

Skills
Venture Capital, Alternative Investments, Investments, Public Policy, Social Media, Wealth Management, Lean Startup, Bloomberg, Private Equity, Politics, Equities, Capital Markets, Financial Modeling, Hedge Funds, Valuation, Start-ups, MS Excel Pivot Tables, @Risk, Strategy, Leadership, Mentoring, Due Diligence, Finance, Economics, Portfolio Management, Business Development, Corporate Finance, Financial Services, Management, Product Management, Entrepreneurship, Mergers & Acquisitions

Education
University of Oxford - Said Business School   2009 — 2010
MBA, Finance

State University of New York at Stony Brook   2000 — 2004
BA, Political Science and Philosophy

Sophie (Ma) Malaczko Sophie (Ma) Malaczko Irvine, California Details
Sophie (Ma) Malaczko's Citi Smith Barney Experience November 2006 - May 2009
Job Account Supervisor with Strong Strategic Background
Industry Marketing and Advertising
Experience
LehmanMillet  April 2014 - Present
Palio+Ignite  December 2013 - April 2014
Palio+Ignite  September 2013 - December 2013
Palio+Ignite  August 2012 - September 2013
Palio+Ignite  August 2011 - August 2012
Palio+Ignite  October 2009 - August 2011
LPL Financial  September 2009 - October 2009
Citi Smith Barney   November 2006 - May 2009
Johns Hopkins Center for Language and Speech Processing   2005 - 2005
The Johns Hopkins Hospital, Department of Neurology, Epilepsy   May 2004 - September 2004

Skills
Advertising, Digital Strategy, Digital Marketing, Mobile Marketing, Online Marketing, Pharmaceuticals, Medical Devices, Client Development, Content Strategy, Copywriting, Copy Editing, Proofreading, Online Advertising, Strategy Development, Clinical, Information Architecture, Strategy, Marketing, Relationship Management, Client Issue Resolution, Strategic Brand..., CRM, Project Management, Digital Project..., Editorial, New Business..., Pitch Development, Advertising Agency, Digital Agency, Account Servicing, Marketing Budget..., Budget Reconciliation, Budget Forecasts, Strategic Planning, Wealth Management, Relating to Clients, Listening to customers, Empathy, Presentation Development, Client Presentation, Communication, Product Launch, Program Launch, Event Planning, Social Media Marketing, Metrics Reporting, Analytics, Public Health, Health Policy, Direct to Consumer

Education
The Johns Hopkins University Bloomberg School of Public Health   2005 — 2006
Bachlor of Arts, Public Health Studies

The Johns Hopkins University   2002 — 2006
Bachelor's, Public Health, Economics

Capistrano Valley High School   1998 — 2002

Leandro Leo Tsai Leandro Leo Tsai Irvine, California Details
Leandro Leo Tsai's Citi Smith Barney Experience April 2007 - May 2012
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2012 - Present
Citi Smith Barney   April 2007 - May 2012
Citi Smith Barney   April 2006 - March 2007
Washington Mutual/WM Financial   November 2003 - March 2006

Skills
Banking, Finance, Investments, Financial Analysis, Management, Financial Planning

Education
University of California, San Diego   1999 — 2003
Bachelor of Arts (B.A.), Economics

John Morgan, ACS, ALMI John Morgan, ACS, ALMI Pittsburgh, Pennsylvania Details
John Morgan, ACS, ALMI's Citi Smith Barney Experience June 2008 - September 2008
Job Sr. Client Services Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company  August 2010 - Present
Northwestern Mutual Financial Network  May 2009 - October 2009
Citi Smith Barney   June 2008 - September 2008

Skills
Life Insurance, New Business Development, Portfolio Management, Financial Services, Financial Advisory, Finance, Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Strategic Financial..., Disability Insurance, Series 63, 401k, Customer Service, Microsoft Office

Education
The Ohio State University   2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance, 3.558

Sandra Del Toro Sandra Del Toro San Francisco Bay Area Details
Sandra Del Toro's Citi Smith Barney Experience February 2000 - October 2008
Job HR Manager at Motif Investing, Inc.
Industry Financial Services
Experience
Motif Investing, Inc.   June 2014 - Present
Motif Investing  December 2010 - June 2014
UBS Private Wealth Management  October 2008 - March 2010
Citi Smith Barney   February 2000 - October 2008
Merrill Lynch  September 1997 - February 2000

Skills
Series 7, Venture Capital, Wealth Management, Investments, Equities, Asset Management, Mutual Funds, Portfolio Management, Strategic Financial..., Fixed Income, Alternative Investments, Asset Allocation, Financial Services, Hedge Funds, Series 63

Education
University of California, Berkeley
BA, Political Science

Alexander Steele Bacon Alexander Steele Bacon Greater New York City Area Details
Alexander Steele Bacon's Citi Smith Barney Experience May 2008 - August 2008
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley  May 2015 - Present
HSBC Securities  November 2013 - May 2015
Citibank  April 2011 - November 2013
Morgan Stanley Private Wealth Management Latin America   2010 - 2011
Fishbowl Sandals, LLC   May 2009 - June 2010
AXA Equitable  September 2008 - December 2008
Citi Smith Barney   May 2008 - August 2008
Legg Mason & Company, LLC   May 2006 - August 2006

Skills
Investments, Portfolio Management, Finance, Competitive Analysis, Wealth Management, Sales, Entrepreneurship, Sales Management, Securities, Equities, Leadership, Merchandising, Team Building, Mutual Funds, Sourcing, Spanish, Public Speaking, Selling, Bloomberg, Fixed Income, Banking, Alternative Investments, Networking, Social Networking, CRM, Market Research, 401k Rollovers, Traditional IRA, Roth IRA, Asian Markets, European Markets, Latin American markets, Hedge Funds, Social Media

Education
Trinity College   2004 — 2008
Bachelor of Arts (B.A.), Economics, Hispanic Studies

Trinity College   2004 — 2008
Bachelor of Arts, Economics; Hispanic Studies/ Spanish Language

Trinity College-Hartford   2004 — 2008
BA, Economics

St. Paul's School

Bobby O'Brian Bobby O'Brian Omaha, Nebraska Details
Bobby O'Brian's Citi Smith Barney Experience June 2006 - August 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 2015 - Present
The Regency Group of Wells Fargo Advisors, LLC.   August 2009 - April 2015
Citi Smith Barney   June 2006 - August 2009

Skills
Financial Services, Retirement Planning, Asset Allocation, 401(k) Rollovers, Estate Investment..., Risk Management

Education
University of Nebraska at Omaha   2005 — 2009
Bachelor of Science in Business Adminstration (BSBA), Majored in Business Finance, Banking and Investment Science & Portfolio Management

Crystal Cao Crystal Cao San Francisco, California Details
Crystal Cao's Citi Smith Barney Experience April 2006 - June 2007
Job Founder and Chief Buyer at CECloset
Industry Financial Services
Experience
CECloset   June 2012 - Present
Morgan Stanley Smith Barney  August 2007 - Present
Citi Smith Barney   April 2006 - June 2007
Rutberg & Company  May 2005 - July 2005

Skills
Financial Analysis, Portfolio Management, Microsoft Excel, Finance, Investment Banking, Data Analysis, Risk Management, Financial Reporting

Education
University of California, Berkeley   2003 — 2007
Economics

East Lyme High School   2001 — 2004

Edgar Tijerina Edgar Tijerina Houston, Texas Area Details
Edgar Tijerina's Citi Smith Barney Experience October 2008 - March 2009
Job Associate Director at Altus Health
Industry Hospital & Health Care
Experience
Altus Health  August 2014 - Present
Altus Health  March 2009 - Present
Citi Smith Barney   October 2008 - March 2009
Seabury Group  October 2007 - June 2008

Skills
Customer Service, Strategic Planning, Account Management, Financial Reporting, Financial Analysis, Team Building, Employee Relations, Marketing, Medicare, Medicaid, HIPAA, ERISA, Collections, Accounts Receivable, Key Performance..., Accounting, Forecasting, Sales, Accounts Payable, Outlook, Analysis, Budgets, Leadership, Healthcare, Process Improvement

Education
University of Houston   1997 — 2002

Daniel Mortazavi, CFA Daniel Mortazavi, CFA New York, New York Details
Daniel Mortazavi, CFA's Citi Smith Barney Experience October 2006 - April 2008
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2014 - Present
Morgan Stanley Wealth Management  June 2013 - June 2014
Morgan Stanley Smith Barney  June 2010 - June 2013
Morgan Stanley Smith Barney  May 2008 - May 2010
Citi Smith Barney   October 2006 - April 2008

Skills
Equities, Wealth Management, Series 7, Hedge Funds, Securities, Mutual Funds, Investments, Investment Advisory, Portfolio Management, Options, 401k, Retirement Planning, Strategic Financial..., Fixed Income, Sales, Business Development, Asset Managment, Intermediate Spanish, CFA Charterholder, Series 24

Education
Loyola University Maryland   2001 — 2005
BA, Political Science

Katholieke Universiteit Leuven   2003 — 2004
n/a, International Relations

Xavier Navarro Jr. Xavier Navarro Jr. Miami/Fort Lauderdale Area Details
Xavier Navarro Jr.'s Citi Smith Barney Experience June 2007 - March 2008
Job Director of Business Development at Entic LLC
Industry Information Technology and Services
Experience
Entic LLC   August 2014 - Present
Miami Innovation Fund   April 2015 - Present
Stardom Up   January 2015 - Present
University of Notre Dame  July 2014 - Present
Magis Films   September 2012 - Present
IBM  August 2010 - August 2014
Notre Dame Business on the Front Lines   October 2009 - March 2010
Wachovia Securities, LLC  March 2008 - May 2009
Citi Smith Barney   June 2007 - March 2008

Skills
Financial Analysis, Portfolio Management, Strategic Financial..., Forecasting, Asset Managment, Investments, Equities, Financial Reporting, Strategic Planning, Corporate Finance, Financial Modeling, Microsoft Excel, Sales, Sales Management, Direct Sales, International Relations, International Sales, Spanish-English, Sales Presentations, Cross-functional Team..., Team Leadership, Market Research, Asset Management, Solution Selling, CRM, Leadership, Management, Business Development, Finance, Consulting, Training, Team Building, Competitive Analysis, Management Consulting, Banking

Education
IBM- Summit Sales Leadership Program   2010 — 2010

University of Notre Dame - Mendoza College of Business   2009 — 2010
MBA, Consulting

University of Florida - Warrington College Of Business   2003 — 2007
Bachelors, Finance, Entrepreneurship, Mass Communications

Belen Jesuit   1999 — 2003

Pete Schmit, CFA Pete Schmit, CFA Minneapolis, Minnesota Details
Pete Schmit, CFA's Citi Smith Barney Experience June 2005 - October 2008
Job Director at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management  October 2014 - Present
Towers Watson  October 2008 - October 2014
Citi Smith Barney   June 2005 - October 2008
Smith Barney  June 2004 - August 2004
Martin Brothers Distributing Co.   June 2002 - August 2004

Skills
Investments, Asset Allocation, Capital Markets, Fixed Income, Financial Advisory, Equities, Alternative Investments, Investment Strategies, Mutual Funds, Financial Analysis, Portfolio Management, Hedge Funds, Asset Management, Investment Management, Due Diligence, Investment Advisory, Fund Of Funds, Derivatives, Wealth Management

Education
CFA Institute

University of Northern Iowa   2001 — 2005
BS, Finance

University of Wisconsin-Madison   2000 — 2001

St. Charles High School   1996 — 2000

Kristen DePalma Kristen DePalma Greater New York City Area Details
Kristen DePalma's Citi Smith Barney Experience May 2007 - August 2007
Job Business Manager + Events
Industry Entertainment
Experience
AHAlife  2013 - 2014
Kolae   June 2009 - September 2012
LIVEstyle Entertainment   October 2008 - August 2009
CITI SMITH BARNEY   May 2007 - August 2007
Vera Wang  May 2006 - August 2006

Education
University of Miami - School of Business   2004 — 2008
Bachelor of Business Administration, Finance and Entrepreneurship

Val Simson, CDFA Val Simson, CDFA Greater New York City Area Details
Val Simson, CDFA's Citi Smith Barney Experience January 2003 - September 2009
Job Principal and Financial Advisor, Badger Financial Group, LPL Financial
Industry Financial Services
Experience
Badger Financial Group, LPL Financial Registered Representative   September 2009 - Present
Citi Smith Barney   January 2003 - September 2009
Madison Magazine  2002 - 2004
BankBoston Securites   July 1993 - April 1999
Williams Capital Group  April 1993 - September 1993
Barclays de Zoete Wedd Securities   August 1992 - May 1993
MFR, Inc.   May 1990 - April 1992
Drexel Burnham Lambert  February 1984 - February 1990

Skills
Strategic Financial..., Wealth Management, Securities, Bonds, Options, Retirement Planning, Investment Advisory, Investments, Financial Analysis, Estate Planning, Financial Services, Asset Managment

Education
New York University - Leonard N. Stern School of Business   1985 — 1989
MBA, Finance

University of Kansas   1982 — 1983
MA, Theatre; Stage Directing

University of Vermont   1978 — 1982
Bachelor of Arts (B.A.), Musical Theatre Production

Montpelier High School   1974 — 1978

Evan Cheng Evan Cheng New York, New York Details
Evan Cheng's Citi Smith Barney Experience June 2006 - August 2006
Job Assistant Vice President Client Services at Atalanta Sosnoff Capital
Industry Financial Services
Experience
Atalanta Sosnoff Capital  2014 - Present
Atalanta Sosnoff Capital  2010 - 2013
Atalanta Sosnoff Capital  January 2008 - 2010
Citi Smith Barney   June 2006 - August 2006

Skills
Bloomberg, Equities, Equity Trading, Trading Systems, Capital Markets, Securities, Hedge Funds, Mutual Funds, Trading, Sales, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Charles River IMS, APL, Security APL

Education
Union College   2003 — 2007
Bachelor of Arts (BA), Economics and Political Science

Tzveta Petrov Tzveta Petrov Greater New York City Area Details
Tzveta Petrov's Citi Smith Barney Experience November 2008 - June 2009
Job Advisory, Americas at Aksia
Industry Financial Services
Experience
Aksia  October 2013 - Present
Morgan Stanley  June 2009 - April 2012
Citi Smith Barney   November 2008 - June 2009
The Nielsen-Wurster Group  June 2007 - August 2007
Benefits with Mark Chow Insurance   August 2006 - December 2006

Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Project Management, Organization, Skilled Multi-tasker, Travel, Highly self-motivated, Works well in a team, Adaptable & a quick...

Education
University of California, Berkeley   2004 — 2008
Bachelor of Arts (BA), Economics

Asia Institute for Political Economy, Hong Kong   2008 — 2008

Universitat Autònoma de Barcelona   2007 — 2007
Semester Study Abroad - International Business & Economics

Christine M. Buckley, CFP®, CPWA®, ChFC® Christine M. Buckley, CFP®, CPWA®, ChFC® Baltimore, Maryland Area Details
Christine M. Buckley, CFP®, CPWA®, ChFC®'s Citi Smith Barney Experience December 2005 - September 2007
Job Financial Advisor at Huber, Weakland and Associates, Inc.
Industry Financial Services
Experience
Huber, Weakland and Associates, Inc.   September 2012 - Present
WMS Partners  June 2011 - June 2012
Morgan Stanley Smith Barney  September 2007 - June 2011
Citi Smith Barney   December 2005 - September 2007
Legg Mason  2004 - 2005
netDecide  2000 - 2004
Legg Mason  July 1994 - July 2000

Skills
Personal Financial..., Estate Planning, Retirement Income..., College Education..., Risk Management, Personal Tax Planning, Charitable Trusts, Charitable Gift Planning, Investment Management, Retirement Planning, Wealth, Wealth Management..., Financial Advisory

Education
The Johns Hopkins University - Carey Business School   1999 — 2001
MBA, Business Administration

University of Maryland - Robert H. Smith School of Business   1990 — 1993
BS, Marketing and Finance

calvin wu calvin wu San Francisco Bay Area Details
calvin wu's Citi Smith Barney Experience July 2008 - February 2009
Job Finance Manager at TokBox
Industry Accounting
Experience
TokBox  February 2015 - Present
Apple  August 2014 - January 2015
Beats Music  February 2014 - July 2014
Hulu  August 2012 - February 2014
KPMG  October 2009 - August 2012
Citi-Smith Barney  July 2008 - February 2009

Skills
SEC filings, Auditing, Management, Internal Controls, External Audit, Finance, GAAP, Sarbanes-Oxley Act, US GAAP, Big 4, Accounting, Financial Statements

Education
University of California, Los Angeles   2005 — 2009
BA, Economics, Accounting

Sanger High School

Sanger High School

Margaret Hunter-Smith Muffy Margaret Hunter-Smith Muffy Washington D.C. Metro Area Details
Margaret Hunter-Smith Muffy's Citi Smith Barney Experience July 2005 - Present
Job Branch Administrator at Citi Smith Barney
Industry Financial Services
Experience
Citi Smith Barney   July 2005 - Present
Citi Smith Barney   April 1998 - June 2005

Education
Stetson University   1990 — 1994
Bachelor of Arts, Political Science and Russian Studies

Nat Kluttz Nat Kluttz Greater New York City Area Details
Nat Kluttz's Citi Smith Barney Experience May 2008 - August 2008
Job Vice President at Silvercrest Asset Management
Industry Financial Services
Experience
Silvercrest Asset Management  March 2012 - Present
Wells Fargo Advisors  December 2009 - March 2012
Citi Smith Barney   May 2008 - August 2008
Richard Burr for Senate Campaign Committee   May 2004 - November 2004

Skills
Wealth Mangement, Portfolio Management, Asset Allocation, Client Service, Investment Strategies, Alternative Investments, Value Investing, Wealth Management...

Education
University of North Carolina at Chapel Hill   2005 — 2009
Bachelor of Arts, Economics; Second Major American History

National Outdoor Leadership School (NOLS)   2004 — 2004

Kara Boonsirisermsook Potts Kara Boonsirisermsook Potts San Francisco, California Details
Kara Boonsirisermsook Potts's Citi Smith Barney Experience June 2007 - January 2009
Job Senior Attorney
Industry Legal Services
Experience
State of California  August 2009 - Present
Corinthian Colleges  July 2011 - January 2014
Kaplan College  March 2010 - November 2011
Citi Smith Barney   June 2007 - January 2009
Riverside County District Attorney's Office  2006 - 2007

Skills
Legal Research, Legal Writing, Litigation, Mediation, Criminal Law, Civil Litigation, Courts, Public Speaking, Defense, Criminal Justice, Trials, Appeals, Arbitration, Family Law, Criminal Defense, Westlaw, Hearings

Education
University of California, Los Angeles - School of Law   2002 — 2005
J.D., Law

University of California, Los Angeles   1997 — 2002
B.A., Communications Studies

Andrew Lui Andrew Lui Greater New York City Area Details
Andrew Lui's Citi Smith Barney Experience September 2008 - May 2009
Job Sr. Associate | Investment Operations at Quantitative Management Associates LLC
Industry Financial Services
Experience
Quantitative Management Associates LLC  September 2014 - Present
BNY Mellon  March 2012 - September 2014
MetLife  2010 - 2011
MetLife  May 2009 - August 2010
Citi Smith Barney   September 2008 - May 2009
Merrill Lynch  January 2008 - May 2008

Skills
Interactive Data, Bloomberg, Reuters, Fixed Income, Securities, Wealth Management, Portfolio Management, Access

Education
State University of New York at Buffalo - School of Management   2005 — 2009
Bachelor of Science, Financial Analysis and Minor in Marketing

NYC Lab school for Collaborative Studies   2001 — 2005
High School

Nicole Roever Nicole Roever New York, New York Details
Nicole Roever's Citi Smith Barney Experience June 2008 - August 2008
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  March 2014 - Present
Morgan Stanley Wealth Management  July 2011 - February 2014
Morgan Stanley Smith Barney  June 2010 - August 2010
Morgan Stanley Smith Barney  June 2009 - August 2009
Citi Smith Barney   June 2008 - August 2008

Skills
Bloomberg, Equities, Microsoft Office, Social Media, Series 7, Series 63, Marketing, Options, Options Strategies

Education
University of Richmond - Robins School of Business   2007 — 2011
B.S, Business Administration; Management and Marketing

Università Commerciale 'Luigi Bocconi'   2009 — 2009
Marketing, Management

Sacred Heart Academy   2003 — 2007

Aashna Sinha Aashna Sinha New York, New York Details
Aashna Sinha's Citi Smith Barney Experience August 2007 - October 2007
Job Associate at Heidrick & Struggles
Industry Consumer Goods
Experience
Heidrick & Struggles  December 2014 - Present
Mercer  July 2013 - October 2014
The Wharton School, University of Pennsylvania  July 2011 - May 2013
Citigroup  June 2012 - August 2012
Deloitte Consulting  August 2010 - May 2011
Deloitte Consulting  July 2008 - July 2010
The George Washington University Center for Economic Research   January 2007 - May 2008
Citi Smith Barney   August 2007 - October 2007
Podesta Group  September 2006 - December 2006
U.S. House of Representatives   January 2006 - May 2006

Skills
Economics, International Relations, Management Consulting, Financial Modeling, Econometrics, Marketing, Organizational..., Strategic Planning, Change Management, Statistics, Analytics, SAS, Performance Management, Business Process..., Public Sector Financial..., Federal Procurement, Public Sector Consulting, Public Policy, Global Marketing, Valuation, French, Quantitative Analytics

Education
University of Pennsylvania - The Wharton School   2011 — 2013
MBA, Marketing and Management: Organizational Effectiveness

The George Washington University   2005 — 2008
BS and BA, Economics, Statistics, and International Affairs

Council Rock High School North   2002 — 2005
Newtown, PA

VP Gedipudi VP Gedipudi San Francisco Bay Area Details
VP Gedipudi's Citi Smith Barney Experience August 2007 - April 2011
Job Equity Professional
Industry Accounting
Experience
ISP Advisors LLC   December 2014 - Present
Financial Intelligence   April 2011 - November 2014
Morgan Stanley Smith Barney  June 2009 - April 2011
Citigroup Smith Barney  August 2007 - April 2011
Citi Smith Barney   August 2007 - April 2011
Citigroup Smith Barney  2007 - 2009
SOS  February 2006 - August 2007
Stock & Option Solutions  2006 - 2007
Cisco Inc  January 2004 - February 2006
Cisco Systems  1999 - 2006

Education
The University of Texas at Dallas   1992 — 1993
MS, COMPUTER SCIENCE

Sri Venkateswara University   1986 — 1990
B.TECH, COMPUTER SCIENCE

Sri Venkateswara Junior College, Tirupati

Douglas Hodis Douglas Hodis Baltimore, Maryland Details
Douglas Hodis's Citi Smith Barney Experience May 2007 - December 2008
Job Manager, Investor Relations and International Sales at The Dominion Group
Industry Financial Services
Experience
The Dominion Group of Companies   July 2012 - Present
Kaplan University  February 2010 - July 2012
Centurion Capital Fund, LLC   June 2009 - November 2009
Citi Smith Barney   May 2007 - December 2008
BFD of South Florida, Inc.   February 2002 - March 2007
Copper Development Association  June 1997 - February 2002
MediaStar Promotions  September 1995 - January 1997

Skills
Real Estate, Portfolio Management, Private Equity, Small Business, College Recruiting, Commercial Real Estate, Financial Planning, Operations Management, Operations, Marketing Communications, Marketing Management, Strategic Financial..., Marketing, Management, Training, Retail, Entrepreneurship, Leadership, Finance, Investment Properties, Start-ups, Strategy, Selling, Sales

Education
University of Pennsylvania   1989 — 1993
Bachelor of Science, History & Sociology of Science

Newburgh Free Academy   1986 — 1989

Lauren Castaldo Fitzgerald Lauren Castaldo Fitzgerald Greater New York City Area Details
Lauren Castaldo Fitzgerald's Citi Smith Barney Experience October 2002 - December 2005
Job VP, Global Compliance Exam Management at JPMorgan Chase
Industry Capital Markets
Experience
JPMorgan Chase  September 2013 - Present
JPMorgan Chase  August 2012 - August 2013
Morgan Stanley Smith Barney  June 2009 - August 2012
Smith Barney Compliance   December 2005 - June 2009
Citi Smith Barney   October 2002 - December 2005

Education
University of Delaware   1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General

Ivan Chan Ivan Chan San Francisco Bay Area Details
Ivan Chan's Citi Smith Barney Experience February 2006 - August 2009
Job Trader at Sand Hill Global Advisors
Industry Financial Services
Experience
Sand Hill Global Advisors  March 2012 - Present
Three Bridge Wealth Advisors, LLC  August 2009 - March 2012
Citi Smith Barney   February 2006 - August 2009
BGI  2005 - 2005

Education
University of California, Berkeley   1999 — 2005
Bachelors of Science, Applied Mathematics

Abraham Lincoln

Sofia Trojanowski Sofia Trojanowski Miami, Florida Details
Sofia Trojanowski's Citi Smith Barney Experience April 2007 - June 2009
Job Client/Investment Advisory Services
Industry Financial Services
Experience
Morgan Stanley Investment Management  June 2011 - April 2014
Morgan Stanley Smith Barney  June 2009 - January 2011
Citi Smith Barney   April 2007 - June 2009
Deutsche Bank Securities  May 2006 - April 2007
Citi Smith Barney/Citigroup Global Markets   March 2005 - April 2006
Morgan Stanley  February 2004 - March 2005

Skills
Bloomberg, Fixed Income, Equities, Investment Management, Portfolio Management, Offshore Funds, Mutual Funds, Money Market Funds, Investment Advisory, Series 63, Wealth Management..., Asset Allocation, Financial Analysis, Equity Derivatives, Capital Markets, Financial Structuring, Finance, Derivatives, Series 7, Financial Modeling, Fund Of Funds, Investment Banking, Investments, Options, Client Services, Hedge Funds, Structured Products, Wealth Management, Emerging Markets, Private Banking, Alternative Investments

Education
University of Florida   2001 — 2003
Master's, French and Linguistics TESL

University of Florida   1997 — 2001
B.A., French, minor in Anthropology

Rea Mayer Rea Mayer Beverly Hills, California Details
Rea Mayer's Citi Smith Barney Experience September 2007 - July 2008
Job Administrative Complex Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  August 2013 - Present
UBS Financial Services Inc.  April 2012 - July 2013
UBS Financial Services Inc.  October 2009 - April 2012
UBS Financial Services Inc.  July 2008 - October 2009
Citi Smith Barney   September 2007 - July 2008
Ameriprise Financial  April 2006 - September 2007
Machine Shop Marketing  March 2004 - April 2006

Education
University of California, Los Angeles   2000 — 2005

Laura (Hixon) Hsu Laura (Hixon) Hsu Greater New York City Area Details
Laura (Hixon) Hsu's Citi Smith Barney Experience January 2007 - July 2009
Job NonProfit
Industry Fund-Raising
Experience
Civic Builders  July 2012 - December 2014
COMAC Capital   November 2009 - July 2011
Citi Smith Barney   January 2007 - July 2009
Morgan Stanley Smith Barney  January 2007 - July 2009

Skills
Hedge Funds, Investor Relations, Nonprofits, Client Development, Fundraising, Marketing Communications, Public Relations

Education
The University of Texas at Austin   2002 — 2006

William B. Gerard, CFP®, ACC William B. Gerard, CFP®, ACC San Francisco Bay Area Details
William B. Gerard, CFP®, ACC's Citi Smith Barney Experience March 2004 - June 2005
Job Practice Management Consultant at Merrill Lynch, Certified Coach
Industry Financial Services
Experience
Merrill Lynch  June 2012 - Present
Pershing  April 2011 - June 2012
Citi Personal Wealth Management  June 2005 - April 2011
Citi Smith Barney   March 2004 - June 2005
Charles Schwab  January 2002 - March 2004
VanBuren Securities   January 1997 - January 2002
Charles Schwab  January 1990 - January 1997

Skills
Associate Certified..., Certified Financial..., Series 24, DISC, Team Performance, Sales Trainings, Wealth Management

Education
University of California, Davis   1985 — 1989
Bachelor of Science, Managerial Economics

Kim Nunnally Kim Nunnally Greensboro/Winston-Salem, North Carolina Area Details
Kim Nunnally's Citi Smith Barney Experience June 2006 - October 2007
Job Manager Cardiovascular Prevention at Novant Health
Industry Hospital & Health Care
Experience
Novant Health  October 2013 - Present
Novant Health  May 2011 - October 2013
Novant Health  October 2007 - May 2011
Citi Smith Barney   June 2006 - October 2007
Pfizer  1999 - 2006

Skills
Finance, Financial Analysis, Healthcare, Strategic Planning, Process Improvement, Healthcare Information..., Leadership, Training, Investments, Hospitals, Team Building, Customer Service, Marketing, Management, Data Analysis, Project Management, Budgets, Financial Modeling, Healthcare Management, Sales Operations, Revenue Cycle, Cross-functional Team..., Strategy

Education
Wake Forest University   2001 — 2003

Wake Forest University School of Business   2001 — 2003
MBA

University of North Carolina at Wilmington   1991 — 1995

North Davidson High School   1989 — 1991

Tracy Vives Tracy Vives Greater New York City Area Details
Tracy Vives's Citi Smith Barney Experience ManagerCitigroup1992 - Present
Job Manager at Citi Smith Barney
Industry Financial Services
Experience
Citi Smith Barney   ManagerCitigroup1992 - Present
Citigroup  1992 - Present

Education
St. Joseph's College   2004 — 2010

Rich Fung Rich Fung Greater New York City Area Details
Rich Fung's Citi Smith Barney Experience January 2005 - Present
Job Project Mgr at Smith Barney
Industry Financial Services
Experience
Citi Smith Barney   January 2005 - Present

Education
Stony Brook University   1998 — 2001

Brian Zeller Brian Zeller Greater New York City Area Details
Brian Zeller's Citi Smith Barney Experience December 2004 - Present
Job Syndicate Coordinator at Citi Smith Barney
Industry Financial Services
Experience
Citi Smith Barney   December 2004 - Present

Education
University of Michigan   2000 — 2004

Melanie (Olszewski) Cassens Melanie (Olszewski) Cassens Greater New York City Area Details
Melanie (Olszewski) Cassens's Citi Smith Barney Experience January 2006 - September 2008
Job Executive Director, Field Communication Strategy at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  April 2014 - Present
Morgan Stanley Smith Barney  May 2005 - April 2014
Smith Barney  October 2008 - January 2010
Citi - Smith Barney  January 2006 - September 2008
Legg Mason  2005 - 2005
Maryland Management Company  2002 - 2005

Skills
Financial Services, Project Management, Wealth Management, Strategy, Integration, Risk Management, Business Analysis

Education
University of Maryland College Park   1998 — 2002
Finance/Accounting

Schreiber High School

Patricia Brawer Patricia Brawer Greater New York City Area Details
Patricia Brawer's Citi Smith Barney Experience 2004 - Present
Job Dynamic Executive Director with diversified experience in premier financial services firms
Industry Financial Services
Experience
Morgan Stanley Smith Barney  2009 - Present
Smith Barney  2004 - Present
Citi Global Wealth Management  2004 - Present
Citi Smith Barney   2004 - Present
Citi  2004 - June 2009
Prudential Securities  1989 - 2004
THOMSON McKINNON SECURITIES  1971 - 1989

Education
Smith College   1962 — 1966

University of Edinburgh

Stacy Hirsh Stacy Hirsh Greater New York City Area Details
Stacy Hirsh's Citi Smith Barney Experience 1989 - November 2009
Job Business Operations Executive at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  April 2013 - Present
JPMorgan Chase  May 2012 - Present
JPMorgan Chase  October 2010 - May 2012
Morgan Stanley Smith Barney  June 2009 - June 2010
Citi Smith Barney   1989 - November 2009
Smith Barney  September 2006 - June 2008
Smith Barney  2004 - 2006
Smith Barney  2000 - 2006

Skills
Wealth Management, Financial Services

Education
New York University - Leonard N. Stern School of Business   1990 — 1995
MBA, Finance and International Business

University of Michigan   1984 — 1988
BA, Organizational Behavior

nmb

Sherry (Hsiao-Yun) Yang, CFP® Sherry (Hsiao-Yun) Yang, CFP® San Francisco Bay Area Details
Sherry (Hsiao-Yun) Yang, CFP®'s Citi Smith Barney Experience January 2006 - March 2009
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2009 - Present
Citi Smith Barney   January 2006 - March 2009
Citi  June 2004 - January 2006
Citibank  June 2003 - May 2004
American Express Financial Advisors  November 2002 - June 2003

Skills
Investments, Insurance, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Financial Advisory, Annuities, Fixed Income, Alternative Investments, Investment Strategies, Bonds, Long Term Care

Education
Tamkang University   1996 — 2000
Bachelor of Arts, German Literature

University of Wisconsin-Madison   1986 — 1990
Master's Degree, Journalism

Isabella Sorrentino Isabella Sorrentino Greater New York City Area Details
Isabella Sorrentino's Citi Smith Barney Experience June 1996 - June 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  1996 - Present
Morgan Stanley Smith Barney  June 1996 - January 2012
Smith Barney  January 2009 - June 2009
Citi Smith Barney   June 1996 - June 2009
Citigroup  2006 - January 2009
Citi Smith Barney   1996 - January 2009

Skills
Asset Allocation, Banking, Alternative Investments, Asset Management, Business Analysis, Capital Markets, Derivatives, Equities, FINRA, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Risk Management, SDLC, Series 63, Series 7, Wealth Management

Education
St. John's University, The Peter J. Tobin College of Business   2003 — 2006
MBA, Risk Management

St. John's University, The Peter J. Tobin College of Business   1992 — 1996
BS, Accounting

Jason Begley Jason Begley Mill Valley, California Details
Jason Begley's Citi Smith Barney Experience July 2005 - March 2008
Job Associate Investment Consultant
Industry Financial Services
Experience
Northern Trust Securities Inc  2010 - Present
Citi Smith Barney   July 2005 - March 2008
Smith Barney  July 2005 - March 2008

Education
The University of Texas at Austin - The Red McCombs School of Business   1993 — 1995
Master of Business Administration (MBA)

Manchester Business School   1994 — 1994
Master of Business Administration (MBA), International Business

University of California, Santa Barbara   1986 — 1990
Bachelor's degree, English Literature (British and Commonwealth)

Kevin C McGrath Kevin C McGrath Greater New York City Area Details
Kevin C McGrath's Citi Smith Barney Experience 2001 - 2006
Job Vice President at JP Morgan
Industry Banking
Experience
JPMorgan Private Bank  July 2009 - Present
Banc of America Investments  November 2006 - June 2009
Citigroup / Smith Barney  2001 - 2006
Citi Smith Barney   2001 - 2006
Merrill Lynch  August 1992 - November 2000

Skills
Employee Stock Options, Equities, Capital Markets, Investments, Restricted Stock, Financial Services

Education
Southern Connecticut State University   1986 — 1991

Our Lady of the Assumption   1975 — 1982

Ben Leong, CAIA Ben Leong, CAIA Greater New York City Area Details
Ben Leong, CAIA's Citi Smith Barney Experience September 2007 - June 2009
Job Senior Vice President | Alternative Investments at CAIS Group
Industry Financial Services
Experience
CAIS Group  January 2014 - Present
Morgan Stanley Wealth Management  June 2009 - December 2013
Citi Smith Barney   September 2007 - June 2009
Citi Smith Barney   2005 - 2007

Skills
Series 7, Alternative Investments, Capital Markets, Hedge Funds, Fixed Income, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Asset Management, Securities, Investment Management

Education
University of California, Irvine
Bachelor of Arts, Economics, Business Management

Jim Ducey Jim Ducey Greater New York City Area Details
Jim Ducey's Citi Smith Barney Experience Senior VP Branch ManagerCiti Global Wealth Management1997 - Present
Job Senior VP at Citi Smith Barney
Industry Financial Services
Experience
Citi Smith Barney   Senior VP Branch ManagerCiti Global Wealth Management1997 - Present

Education
University of Connecticut   1979 — 1983

Cindy Collins Allison Cindy Collins Allison Baltimore, Maryland Area Details
Cindy Collins Allison's Citi Smith Barney Experience 2006 - 2007
Job Manager, Tax Services at McGladrey
Industry Venture Capital & Private Equity
Experience
McGladrey  September 2013 - June 2014
Sterling Partners  December 2007 - August 2013
Citi Smith Barney   2006 - 2007
Allegis Group  June 2002 - May 2006
Arthur Andersen  1999 - 2002

Education
University of Baltimore   2003 — 2005
MS, Taxation

Towson University   1995 — 1999
Bachelor of Arts (BA), Accounting

Karisa Butler-Wall Karisa Butler-Wall Greater Minneapolis-St. Paul Area Details
Karisa Butler-Wall's Citi Smith Barney Experience 2006 - 2009
Job Graduate student
Industry Higher Education
Experience
Citi Smith Barney   2006 - 2009

Education
University of Minnesota-Twin Cities
Ph.D., American Studies

Wesleyan University

Randall Raskin Randall Raskin Greater New York City Area Details
Randall Raskin's Citi Smith Barney Experience
Job Assistant Vice President at Citi Smith Barney
Industry Financial Services
Experience
Citi Smith Barney  

Skills
Equities, Corporate Finance, Series 7, Asset Management, Mutual Funds, Wealth Management

Education
Syracuse University

Rachel Kanter, CFP® Rachel Kanter, CFP® San Francisco Bay Area Details
Rachel Kanter, CFP®'s Citi Smith Barney Experience January 2005 - January 2007
Job Director Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  August 2011 - Present
Morgan Stanley Smith Barney, LCC   January 2007 - August 2011
Citi Smith Barney   January 2005 - January 2007
UBS Wealth Management and Ameriprise   December 2001 - March 2004

Skills
Wealth Management, Financial Advisory, Wealth Management..., Estate Planning, Wealth, Asset Allocation, Risk Management, Asset Management, Series 7, Private Banking, High Net Worth..., Uniform Combined State..., Certified Financial..., Finance, Financial Services, Investments, Mutual Funds, Series 63, Banking

Education
CFP designation - Kaplan   2007 — 2007
Certified Financial Planner, Financial Planning

University of California, Los Angeles

Elizabeth Nesbitt Elizabeth Nesbitt Greater New York City Area Details
Elizabeth Nesbitt's Citi Smith Barney Experience 1991 - June 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2009 - Present
Citi Smith Barney   1991 - June 2009

Skills
SDLC, Wealth Management, Financial Services, Asset Management, Banking, Equities

Education
St. John's University, The Peter J. Tobin College of Business   1987 — 1991
BS, Marketing

Karen Lunder Karen Lunder Greater New York City Area Details
Karen Lunder's Citi Smith Barney Experience 1992 - 2009
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  June 2009 - Present
Citi Smith Barney   1992 - 2009

Skills
Equities

Education
Stetson University   1986 — 1990
BBA, Finance

James Kiely James Kiely Greater New York City Area Details
James Kiely's Citi Smith Barney Experience June 2004 - Present
Job Director at Morgan Stanley Smith Barney LegalCompliance Department
Industry Financial Services
Experience
MOrgan Stanley  January 2010 - Present
Citi Smith Barney   June 2004 - Present
Pudential Financial   January 2000 - January 2004
Abel, Band, Collier, Pitchford & Gordon, Chartered – Sarasota, FL   August 1998 - September 1999
AEGON  November 1996 - August 1998
Prudential Securities Incorporated  February 1994 - April 1996

Skills
Securities, Mutual Funds, Insurance, FINRA, Series 7, Financial Services, Alternative Investments, Fixed Annuities, Investments, Finance, Risk Management

Education
St. John's University School of Law   1990 — 1993

Katie D'Angelo Katie D'Angelo San Francisco Bay Area Details
Katie D'Angelo's Citi Smith Barney Experience June 1997 - December 1999
Job VP, DCIO Senior Strategic Relationship Manager at Wells Fargo Funds Management
Industry Financial Services
Experience
Wells Fargo Funds Management  February 2012 - Present
Wells Fargo Funds Mgmt.   September 2005 - February 2012
Wells Fargo Funds Management, LLC  November 2006 - February 2008
Berkeley Capital Management   January 1999 - November 2007
Citi Smith Barney   June 1997 - December 1999

Skills
Product Development, Asset Allocation, Alternative Investments, Wealth Management, ETFs, Series 24, Investments, Asset Managment, Portfolio Management, Financial Services, Financial Advisory, Securities, Uniform Combined State..., Asset Management, Strategy

Education
Sonoma State University   1993 — 1997
BA, with honors, Psychology

Gheorghe Rotar Gheorghe Rotar Greater Los Angeles Area Details
Gheorghe Rotar's Citi Smith Barney Experience June 2006 - August 2007
Job Operations Specialist at DoubleLine Group LP
Industry Financial Services
Experience
DoubleLine Group LP  April 2014 - Present
PIMCO  January 2013 - April 2014
PIMCO  June 2012 - April 2014
PIMCO  January 2010 - December 2012
PIMCO  September 2007 - December 2009
Citi Smith Barney   June 2006 - August 2007

Skills
Fixed Income, Financial Modeling, Bloomberg, Valuation, Asset Management, Hedge Funds, Financial Analysis, Equities, Alternative Investments, Investments, Investment Management, Mutual Funds, Private Equity, Corporate Finance, Due Diligence, Portfolio Management, Capital Markets, Asset Allocation, Series 7, Securities, Analysis, Bonds

Education
University of Southern California - Marshall School of Business   2010 — 2013
Master of Business Administration (MBA)

University of California, Riverside   2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Simon J. Dahan Simon J. Dahan Las Vegas, Nevada Area Details
Simon J. Dahan's Citi Smith Barney Experience January 2009 - May 2009
Job Business Development Consultant
Industry Venture Capital & Private Equity
Experience
Rosenfeld Bauman & Forbes   September 2009 - Present
The Hickory Group, LLC   September 2009 - March 2011
Citi Smith Barney   January 2009 - May 2009
Galloway Capital Management, LLC   June 2008 - August 2008

Education
Yeshiva University   2006 — 2009
BS, Finance, minor Mathematics

University of Paris I: Panthéon-Sorbonne   2003 — 2005
DEUG, Economics & Management

Yabne

Warren Rockmacher Warren Rockmacher Greater New York City Area Details
Warren Rockmacher's Citi Smith Barney Experience October 2006 - October 2007
Job CEO/PRESIDENT at Fairfield Investment Services
Industry Investment Management
Experience
Fairfield Investment Services.   April 2012 - Present
Chase Investment Services Corp.  November 2007 - March 2012
Chase Investment Services Corp  October 2007 - March 2012
Citi Smith Barney   October 2006 - October 2007
Banc of America Investment Services, Inc  February 2005 - October 2006
Citizens Investment Services Corp   November 2002 - February 2005
Sunlife of Canada  June 2001 - September 2002
Putnam Investments  August 1999 - June 2001
Scudder Financial Services   October 1996 - August 1999
Connecticut Mutual/Mass Mutual   June 1995 - October 1996

Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Term Life Insurance, Life Insurance planning, Registered Investment..., Financial Planning, Mutual Funds, Fixed Annuities, Strategic Financial..., Financial Advisory, Life Insurance, Trusts, FINRA, Financial Services, Insurance, Securities, Finance, Investment Advisory, Disability Insurance, Series 63

Education
University of Hartford   1985 — 1989
Bachelor of Arts (B.A.), Politics & Government

Horace Greeley High School

Wayne Papke Wayne Papke Bismarck, North Dakota Area Details
Wayne Papke's Citi Smith Barney Experience November 1997 - October 2009
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  November 1997 - Present
Citi Smith Barney   November 1997 - October 2009

Education
The University of North Dakota   1974 — 1978
BS, Marketing/Advertising & Public Relations

Tony Nerantzis Tony Nerantzis Washington D.C. Metro Area Details
Tony Nerantzis's Citi Smith Barney Experience June 2000 - Present
Job SVP Wealth Management at Citi Smith Barney
Industry Financial Services
Experience
Citi Smith Barney   June 2000 - Present
Janney Montgomery Scott  June 1993 - June 2000

Education
University of Maryland College Park
BA Behavioral Sciences, Major in Economics, Concentration in Business Finance

Patrick Hackman Patrick Hackman Wayne, Pennsylvania Details
Patrick Hackman's Citi Smith Barney Experience January 2008 - June 2008
Job Account Executive at JGWPT Holdings, LLC
Industry Financial Services
Experience
JGWPT Holdings, LLC  September 2013 - Present
Broadview Networks  February 2012 - September 2013
Sila Heating and Air   November 2010 - February 2012
Yodle  2010 - 2010
Globex Trading Solutions   January 2009 - July 2009
Citi-Smith Barney  January 2008 - June 2008
Paychex  September 2005 - January 2008

Skills
Salesforce.com, Sales, Business Development, Solution Selling, Cold Calling, New Business Development

Education
University of Connecticut   2000 — 2004
BA, Spanish/Finance

Andrew Synesiou Andrew Synesiou Greater San Diego Area Details
Andrew Synesiou's Citi Smith Barney Experience May 2006 - July 2006
Job Executive Director at Handel on the Law
Industry Marketing and Advertising
Experience
Handel on the Law   August 2010 - Present
Keyence  August 2008 - August 2009
The Citadel  August 2005 - May 2008
Summerall Guards   2006 - 2007
Citi Smith Barney   May 2006 - July 2006
United Studios of Self Defense  2003 - 2004

Skills
Team Leadership, Coaching, Operations Management, Project Management, Time Management, Sales, Selling, Leadership, Training, Team Building, Direct Sales

Education
The Citadel   2004 — 2008
BA, Business Administration

The Citadel   2004 — 2008
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Nadia Sturgill Nadia Sturgill Greater Boston Area Details
Nadia Sturgill's Citi Smith Barney Experience June 2004 - December 2008
Job Complex Supervisory Manager, Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott  October 2011 - Present
Wells Fargo Advisors, LLC  June 2010 - September 2011
Citi Smith Barney   June 2004 - December 2008
Citi SMith Barney   March 1994 - May 2004

Skills
Management, Human Resources, Finance, Wealth Management, Investments, Asset Management, Risk Management, Series 7, Process Improvement, Series 63, Customer Service, Mutual Funds, Securities, Salesforce.com, FINRA, Life & Health Insurance...

Education
The University of Connecticut   1981 — 1985
BS, Human Resource / Personnel Management

University of Connecticut
Bachelor of Science

Al Royston Al Royston Miami/Fort Lauderdale Area Details
Al Royston's Citi Smith Barney Experience December 1995 - March 2009
Job at A. Randall Financial
Industry Financial Services
Experience
A. RANDALL Financial   March 2009 - Present
Citi Smith Barney   December 1995 - March 2009
Merrill Lynch  1976 - 1995

Skills
Strategic Planning, Wealth Management, Retirement Planning, Investments, Marketing Strategy, Project Coordination, Success Planning, Organizational..., Community Organizing, Series 7, Portfolio Management, Sales Management, Asset Management, Mutual Funds, Financial Planning, Insurance, Retirement, Annuities, Executive Management, Team Building, Long Term Care, 401k, Financial Analysis, Estate Planning, Strategic Partnerships, Series 63, Asset Allocation, Disability Insurance, New Business Development, Business Strategy, Customer Relations, Investment Advisory, Fixed Annuities, Strategic Financial..., Long-term Care, Public Speaking, Mergers & Acquisitions, Finance, Financial Planners, Risk Management, Customer Service, Management, Financial Advisory, Financial Services, Wealth, Tax

Education
State University of New York at Buffalo - School of Management   1971 — 1973
BS, Management & Marketing

State University of New York at Farmingdale   1968 — 1970
Associate of Arts and Sciences (AAS), Business, Management, Marketing, and Related Support Services

Bishop Reilly High School   1964 — 1968
High School, 90

Caroline Henderson Caroline Henderson Charlotte, North Carolina Details
Caroline Henderson's Citi Smith Barney Experience May 2007 - August 2007
Job Nursing Student at the Presbyterian School of Nursing at Queens University of Charlotte
Industry Hospital & Health Care
Experience
Novant Health Presbyterian Medical Center  February 2014 - October 2014
BAYADA Home Health Care  September 2013 - February 2014
Bank of America- US Trust  June 2009 - February 2013
Raycom Sports  June 2008 - August 2008
Citi- Smith Barney  May 2007 - August 2007
Charlotte Regional Visitors Authority  June 2006 - August 2006

Skills
Direct Patient Care, Quality Patient Care, BLS, Cpr Certified, Banking, Loans, Analysis, Financial Analysis, Marketing, Hospitals, Leadership, Healthcare

Education
Queens University of Charlotte   2013 — 2016
Bachelor's Degree, Nursing

Carolinas College of Health Sciences   2013 — 2014
Health Services/Allied Health/Health Sciences, General

University of North Carolina at Chapel Hill   2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2005 — 2009
BSBA, Business Administration

Diana Winoker Diana Winoker Tampa/St. Petersburg, Florida Area Details
Diana Winoker's Citi Smith Barney Experience April 1983 - May 2008
Job Sr.Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2008 - Present
Citi Smith Barney   April 1983 - May 2008
Dean Witter now Morgan Stanley   September 1979 - August 1982

Education
University of Tampa - John H. Sykes College of Business   1974 — 1979
MBA, Business

Tulane University   1970 — 1974
BS, Psychology

Max (Xing) Wu Max (Xing) Wu Greater New York City Area Details
Max (Xing) Wu's Citi Smith Barney Experience December 2007 - April 2009
Job "You already know the answer"
Industry Financial Services
Experience
Citi Private Bank  December 2012 - Present
Citi Private Bank  May 2009 - December 2012
Citi Smith Barney   December 2007 - April 2009
Citi  October 2007 - December 2007
Xincon Technology Inc   June 2004 - August 2006
University at Buffalo  August 2004 - May 2006

Skills
Analytics, Business Analysis, Securities, Capital Markets, Financial Services, Corporate Finance, Financial Risk, Banking, Financial Analysis, Data Analysis, Analysis, Microsoft Excel, Access, Business Process..., PowerPoint, Property & Casualty..., Macro, Web Design, Entrepreneurship, Sourcing New Business, Payroll Services

Education
State University of New York College at Buffalo   2003 — 2007
B.S., Management Information System, Business Administration

Dan Winsky Dan Winsky Washington D.C. Metro Area Details
Dan Winsky's Citi Smith Barney Experience 2006 - 2008
Job Wealth Management Financial Services Professional
Industry Financial Services
Experience
PNC Wealth Management  2014 - Present
E*TRADE Financial  2010 - 2014
Banc of America Investments  2008 - 2009
Citi Smith Barney   2006 - 2008
M & T Securities   2005 - 2006
Sun Trust Secuities   1995 - 2005
Cardinal Wealth Services   1998 - 2002

Skills
Portfolio Management, Retirement Planning, Investments, Asset Allocation, Wealth Management, Series 63, Mutual Funds, Series 7, Strategic Financial..., Securities, FINRA, Finance, Series 24, Financial Advisory, Financial Planners, Retirement, Alternative Investments, Sales Management, Financial Services, Investment Advisory, Series 65, Equities, Financial Planning

Education
University of Maryland College Park
BA, Economics

Ryan Kealy Ryan Kealy Greater New York City Area Details
Ryan Kealy's Citi Smith Barney Experience January 2008 - May 2008
Job Director Institutional Equity Sales KBW
Industry Financial Services
Experience
KBW  2008 - Present
Citi Smith Barney   January 2008 - May 2008
Deutsche Bank Securities  June 2007 - August 2007

Skills
Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Trading, Asset Managment, Financial Analysis, Securities, Portfolio Management, Equity Trading, Investments, Corporate Finance, Finance, Asset Management, Mutual Funds

Education
New York University - Leonard N. Stern School of Business   2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services

The Johns Hopkins University   2004 — 2008
MS, Economics

Christina Motieram Christina Motieram Greater New York City Area Details
Christina Motieram's Citi Smith Barney Experience February 2009 - September 2009
Job Assistant Manager Finance at North ShoreLIJ Health System
Industry Financial Services
Experience
North Shore-LIJ Health System  January 2014 - Present
North Shore-LIJ Health System  March 2012 - January 2014
North Shore-LIJ Health System  December 2009 - March 2012
The Rockefeller University Press   June 2005 - December 2009
Citi Smith Barney   February 2009 - September 2009

Skills
Microsoft Excel, Microsoft Access, Microsoft Word, Outlook, Business Intelligence..., PeopleSoft, Kronos Timekeeping, SMS, McKesson PACS, PowerPoint, Finance

Education
St. John's University, The Peter J. Tobin College of Business   2005 — 2009
B.S, Finance

Frank Benson Frank Benson San Francisco Bay Area Details
Frank Benson's Citi Smith Barney Experience January 2005 - February 2009
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   August 2013 - Present
CITI SMITH BARNEY   January 2005 - February 2009
CITI-SMITH BARNEY  January 1998 - January 2005
WASHINGTON MUTUAL  January 1997 - January 1998
WASHINGTON MUTUAL  January 1992 - January 1997
Great Western Bank  January 1988 - January 1992

Education
University of California, Berkeley   1983 — 1987
BA, Industrial/Organizational Psychology

Gelena Feldman Gelena Feldman West Palm Beach, Florida Area Details
Gelena Feldman's Citi Smith Barney Experience February 2001 - July 2005
Job Web Registration Manager at Lanyon
Industry Events Services
Experience
Office Depot  November 2010 - May 2011
Morgan Stanley Smith Barney  August 2005 - January 2010
Citi Smith Barney   February 2001 - July 2005
Corporate Health & Wellness Inc.   August 2000 - January 2001
Arthur Murray Dance Inc.   January 1991 - July 2000

Skills
Data Management, Time Management, Attention To Detail, Customer Relations, Process Improvement, Event Planning, Corporate Events, Contract Negotiations, Event Management, Team Building, Budgeting, Budget Management, Problem Solving, Outlook, PowerPoint, Contract Negotiation, Microsoft Office, Operations Management, Budgets, CRM

Education
State University of New York at Stony Brook   1992 — 1995
Bachelor of Arts

Odessa College of Culture and Arts   1986 — 1989
Leader of Dance Group

Matthew Trundle Matthew Trundle Greater New York City Area Details
Matthew Trundle's Citi Smith Barney Experience November 2006 - February 2009
Job Associate Vice President Investment Officer at The BRW Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors. LLC  February 2009 - Present
Citi Smith Barney   November 2006 - February 2009

Skills
Investments, Insurance, FINRA, Certified Financial..., Asset Allocation, Retirement Planning, Financial Advisory, Wealth Preservation..., Multi-generational..., Risk Management, Fixed Income Strategies, Business Owner Planning, 401k Rollovers

Education
Tulane University - A.B. Freeman School of Business   2001 — 2006
Master of Finance, Finance

riverdale country school

riverdale country school

Daniel Gottlieb Daniel Gottlieb Greater Philadelphia Area Details
Daniel Gottlieb's Citi Smith Barney Experience April 2001 - January 2009
Job First Vice PresidentInvestments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  January 2009 - Present
Citi Smith Barney   April 2001 - January 2009
Merrill Lynch  April 1983 - April 2001
Certified Steel   January 1980 - April 1983
Keystone Foods  September 1978 - January 1980
ABC Television  March 1978 - September 1978

Education
University of New Hampshire - Whittemore School of Business and Economics   1974 — 1978
Bachelor of Science (B.S.), Finance and Economics

David Judice David Judice Greater New York City Area Details
David Judice's Citi Smith Barney Experience November 2007 - November 2009
Job Head of National Accounts, Baron Capital
Industry Financial Services
Experience
Baron Capital  July 2010 - Present
Morgan Stanley Smith Barney  November 2009 - June 2010
Citi Smith Barney   November 2007 - November 2009
Citi Smith Barney   March 1999 - November 2007

Skills
Mutual Funds, Investments, Asset Managment, Series 7, Equities, Portfolio Management, Asset Allocation, Management, Alternative Investments, Asset Management, Investment Management, Wealth Management, Series 63, Separately Managed...

Education
New York University - Leonard N. Stern School of Business   1997 — 2001
MBA, Finance/Accounting & International Business

University of Michigan   1989 — 1993
B.A., Political Science

Paula Aveni Paula Aveni Albany, New York Area Details
Paula Aveni's Citi Smith Barney Experience July 2008 - February 2010
Job Regional Administrative Officer for Citizens Financial Services
Industry Financial Services
Experience
Citizens Investment Services  June 2014 - Present
The Ayco Company, L.P.   August 2010 - June 2014
Morgan Stanley Smith Barney  February 2010 - July 2010
Citi Smith Barney   July 2008 - February 2010

Skills
Securities, FINRA, Mutual Funds, Risk Management, Investments, Estate Planning, Wealth Management, Insurance, Asset Management, Investment Advisory, Due Diligence, Equities, Alternative Investments, Financial Risk, Strategic Financial..., Fixed Income

Education
The College of Saint Rose   1999 — 2003
Bachelor of Science (BS), Elementary Education and Teaching

Pamela Padilla Pamela Padilla Greater New York City Area Details
Pamela Padilla's Citi Smith Barney Experience January 2003 - May 2003
Job Sr. Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2003 - Present
Citi Smith Barney   January 2003 - May 2003
First Investors  June 2002 - August 2002

Education
St. Francis College   1999 — 2003
Bachelor of Science in Management, Cum Laude Graduate

Michael W. (Mike) Keller Michael W. (Mike) Keller Greater New York City Area Details
Michael W. (Mike) Keller's Citi Smith Barney Experience October 2006 - May 2011
Job Vice President, Wealth Management at Gilford Securities
Industry Financial Services
Experience
Gilford Securities  May 2011 - Present
Citi Smith Barney   October 2006 - May 2011
Morgan Stanley Wealth Management  October 2006 - May 2011
UBS  May 2004 - October 2006
A.G. Edwards & Sons, Inc.   May 2002 - May 2004
Foreign Exchange  May 1998 - September 2001

Skills
Public Speaking, Estate Planning, Retirement Planning, Strategic Financial..., Investments, Investment Strategies, Alternative Investments, Stock Trading, Fixed Income Strategies, Fixed Income Analysis, Stock Market Analysis, Equity Research, Private Equity, Private Placements, Technical Equity..., Fundamental Investment..., Comprehensive Financial..., Money Management, Client Development, Manage Client..., Manage Client..., High Net Worth..., New Business Development, Business Analysis, Strategic Financial..., Municipal Bonds, Corporate Bonds, Preservation of Hard..., Economic Analysis, Equities, Securities, Asset Allocation, Fixed Income, Financial Services, Retirement

Education
University of Massachusetts, Amherst   1992 — 1996
Bachelor of Arts (B/A), History, Political Science (Courses in Finance, Economics, Biology and Chemistry)

Matignon High School   1988 — 1992

Charles Dudley Charles Dudley Florham Park, New Jersey Details
Charles Dudley's Citi Smith Barney Experience May 2002 - May 2009
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2009 - Present
Citi Smith Barney   May 2002 - May 2009
Prudential Securities  1983 - 2002

Skills
Finance, Investments, Mutual Funds, Management, Asset Allocation, Securities, Financial Analysis, Fixed Income, Equities, Portfolio Management, Retirement, Wealth Management, Financial Services, Retirement Planning, Asset Management, Financial Planning, Risk Management, Banking, Financial Modeling

Education
Syracuse University   1975 — 1980
BA Economics, Economics and Engineering

Michael R. Zent, Jr. Michael R. Zent, Jr. San Jose, California Details
Michael R. Zent, Jr.'s Citi Smith Barney Experience December 2003 - January 2010
Job Partner, Camino Advisors
Industry Financial Services
Experience
Camino Advisors   January 2010 - Present
Citi-Smith Barney  December 2003 - January 2010

Skills
Investment Portfolio..., 401k Rollovers, Retirement Planning, Qualified Retirement..., Investment Advisory

Education
University of Arizona   1986 — 1990
Bachelor's degree, Finance

William Teeple William Teeple Three Rivers, Michigan Details
William Teeple's Citi Smith Barney Experience October 1983 - December 2006
Job Mobile Parts Professional at Advance Auto Parts & Battery
Industry Retail
Experience
Citi Smith Barney   October 1983 - December 2006
Great Lakes Crane   May 1969 - December 1982

Skills
Computer-MSOffice, Fine Woodworking, Selling, Sketchup, Team Leadership, Customer Service, Finance, Financial Reporting, Human Resources, Insurance, Leadership, Management, Manufacturing, Microsoft Excel, Microsoft Office, Negotiation, Operations Management, Portfolio Management, Process Improvement, Program Management, Project Management, Public Speaking, Retail, Sales, SketchUp, Strategic Financial..., Strategic Planning, Team Building

Education
United States Naval Academy   1958 — 1962
Bachelor of Science, Engineering

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