Citi Smith Barney
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Citi Smith Barney Employees
Blue Coat Systems May 2013 - Present
Ventyx an ABB Company November 2010 - April 2013
Mincom Pty Ltd October 2010 - February 2012
OTC Markets Group Inc. March 2009 - October 2009
Citi, Smith Barney November 2005 - November 2008
The Shemano Group August 2004 - August 2005
Skills
Engineering, Manufacturing, Reuters, Stata, Eviews, Microsoft Excel, Salesforce.com, SharePoint, SharePoint Designer, Microsoft Office..., Windows Sharepoint..., OTC
Education
University of San Francisco 2001 — 2004
Bachelor of Science (B.S.), Economics
DocuSign May 2015 - Present
DocuSign May 2014 - May 2015
DocuSign, Inc. January 2013 - April 2014
Lena's Dream July 2012 - December 2012
Morgan Stanley Smith Barney December 2007 - December 2012
Citi Smith Barney September 2005 - December 2007
Smith Barney June 2003 - September 2005
Skills
Series 7, Customer Relations, Equities, New Business Development, Lead Generation, Account Management, Client Service, Process Improvement, Employee Benefits, Series 63, PowerPoint, Excel, Outlook, Word, Financial Services, Customer Service, Start-ups, Sales, General Awesomeness, Microsoft Excel, Business Development, Leadership, CRM, Management, Training
Education
University of San Francisco 2000 — 2002
University of Washington 1997 — 2000
Association of American Publishers January 2014 - Present
A Mother's Arms Family Daycare May 2010 - August 2013
Morgan Stanley Smith Barney 2009 - 2010
Citi Smith Barney 2006 - 2009
HarperCollins Publishers 2000 - 2006
The McGraw Hill Companies, Inc 1994 - 1997
Skills
Facilities Management, Operations Management, Customer Service, Management, Budgets, Team Building, Project Management, Microsoft Excel, Process Improvement, Microsoft Office, Vendor Management, Strategic Planning, Sales, Leadership, Contract Negotiation, Contract Management, Public Speaking, Carpet Cleaning, Construction, Procurement, Negotiation
Education
University of Phoenix
Associate of Arts (AA), Business Administration and Management, General
First Data Corporation March 2015 - Present
First Data Corporation May 2014 - March 2015
Citi Private Bank October 2008 - May 2014
Citi Smith Barney April 2006 - October 2008
Smith Barney August 2005 - April 2006
Salomon Smith Barney January 2000 - August 2005
Salomon Smith Barney June 1986 - January 2000
American Express June 1984 - June 1986
Skills
Series 7, Wealth Management, Mutual Funds, Capital Markets, Private Banking, Series 24, Brokerage, Private Wealth..., Series 3, Series 9/10, Client website..., Series 65, Asset Management, Investment Management, Fixed Annuities, Management, Equities, Fixed Income, Wealth Management..., Portfolio Management, Alternative Investments, FINRA, Hedge Funds, Investments, Risk Management, Banking, Investment Strategies, Financial Services, Asset Allocation, Investment Advisory, Series 63, Securities
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
University of Pennsylvania 1980 — 1984
BA, Economics
University of Pennsylvania - The Wharton School 1980 — 1984
BS Economics, Finance
Raymond James & Associates March 2010 - February 2011
Modera Wealth Management April 2009 - September 2009
Citi Smith Barney January 1996 - March 2008
Education
Certified Financial Planner Board of Standards, Inc. 2008 — 2009
University of Richmond 1989 — 1993
Bachelor of Arts, History
The Pingry School
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 2010 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney December 2005 - June 2009
Citi Smith Barney January 2003 - December 2005
Citi Smith Barney July 2000 - January 2003
Skills
Strategic Financial..., Cross-functional Team..., Wealth Management, Business Strategy, Employee Benefits, Strategy, Leadership, Financial Services, Series 7, Mergers & Acquisitions, CRM, 401k, Executive Pay, Analytics, Strategic Planning, Investments, Financial Planning, Marketing Strategy, Management, Executive Compensation, Teamwork, Team Leadership, Customer Segmentation..., Business Transformation, Web Development, Cross Selling, Financial Advisory, Program Management, Series 63, Sales Management, Marketing Communications, Strategic Communications, Lead Generation, New Business Development
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), Religion/Religious Studies
Horace Mann High School 1992 — 1996
JPMorgan Chase & Co. February 2014 - Present
Citigroup March 2013 - February 2014
JPMorgan Chase March 2010 - March 2013
Citi Smith Barney 2008 - March 2010
Wipro Technologies September 1998 - March 2010
JPMC August 2006 - December 2007
NYSE October 2004 - July 2006
Lehman Brothers 2000 - 2004
Wipro Technologies September 1998 - June 2000
Education
University of Pune 1993 — 1997
BE, Computer Science
Morgan Stanley April 1996 - Present
Citigroup Smith Barney 1996 - Present
Smith Barney January 1997 - June 2009
Citi Global Wealth Management April 1996 - June 2009
Morgan Stanley Smith Barney April 1996 - June 2009
Citi Smith Barney 1996 - June 2009
bankers trust 1993 - 1996
Education
University of Richmond
Citigroup 2002 - Present
Citi Smith Barney February 2003 - September 2009
Morgan Stanley November 2001 - January 2003
Education
University of Scranton 1993 — 1997
Morgan Stanley Smith Barney July 2005 - Present
Citi Smith Barney 2005 - 2009
Bank of America 2000 - 2005
PwC Consulting 1996 - 2000
Bankers Trust 1993 - 1996
Skills
Series 7, Wealth Management
Education
New York University, Stern School of Business
MBA, Finance
University of Pennsylvania
BA, Finance - Wharton Undergraduate
EmblemHealth February 2015 - Present
EmblemHealth June 2014 - February 2015
The Wharton School July 2012 - May 2014
Greenway Medical Technologies June 2013 - August 2013
Citi Private Bank July 2010 - July 2012
Citi Private Bank June 2008 - June 2010
Citi Private Bank June 2007 - August 2007
Citi Smith Barney June 2006 - August 2006
Skills
Financial Modeling, Investments, Business Planning, Capital Markets, Equities, Hedge Funds, Alternative Investments, Bloomberg, Strategy, Investment Banking, Corporate Finance, Financial Analysis, Valuation, Finance
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Health Care Management
University of Pennsylvania 2004 — 2008
BA, Economics, Philosophy, Political Science, Health Care Management