Citi Smith Barney

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Citi Smith Barney Employees

Employee
Years
Job
Industry
Nataly Zaldana Nataly Zaldana San Francisco Bay Area Details
Nataly Zaldana's Citi Smith Barney Experience November 2005 - November 2008
Job Legal Administrator at Blue Coat Systems
Industry Industrial Automation
Experience
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

Jennifer Baker Jennifer Baker San Francisco, California Details
Jennifer Baker's Citi Smith Barney Experience September 2005 - December 2007
Job Enterprise Account Executive at DocuSign
Industry Computer Software
Experience
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

Alicia Brown-Farrison Alicia Brown-Farrison Greater New York City Area Details
Alicia Brown-Farrison's Citi Smith Barney Experience 2006 - 2009
Job Operations Coordinator at Association of American Publishers
Industry Facilities Services
Experience
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

Lyndon Keyes Lyndon Keyes Greater New York City Area Details
Lyndon Keyes's Citi Smith Barney Experience April 2006 - October 2008
Job Senior Vice President Merchant Sales Operations at First Data Corporation
Industry Financial Services
Experience
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

Michael Sabatino, CFP® Michael Sabatino, CFP® Greater New York City Area Details
Michael Sabatino, CFP®'s Citi Smith Barney Experience January 1996 - March 2008
Job Financial Wellness in the Workplace at McGrawHill Education (@LFAMike)
Industry Financial Services
Experience
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

Evan Siegal Evan Siegal Greater New York City Area Details
Evan Siegal's Citi Smith Barney Experience December 2005 - June 2009
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Sanjay Oza Sanjay Oza Greater New York City Area Details
Sanjay Oza's Citi Smith Barney Experience 2008 - March 2010
Job Vice President, JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
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

Chuck Mayle-Rosauri Chuck Mayle-Rosauri Greater New York City Area Details
Chuck Mayle-Rosauri's Citi Smith Barney Experience 1996 - June 2009
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
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

Eden DeMar Eden DeMar New York, New York Details
Eden DeMar's Citi Smith Barney Experience February 2003 - September 2009
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup  2002 - Present
Citi Smith Barney   February 2003 - September 2009
Morgan Stanley  November 2001 - January 2003

Education
University of Scranton   1993 — 1997

M Craig Wimpy M Craig Wimpy Greater New York City Area Details
M Craig Wimpy's Citi Smith Barney Experience 2005 - 2009
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
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

Marisa Bass Marisa Bass Greater New York City Area Details
Marisa Bass's Citi Smith Barney Experience June 2006 - August 2006
Job Finance & Business Performance Lead at EmblemHealth
Industry Insurance
Experience
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

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