Citi SmithBarney
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Citi SmithBarney Employees
Employee
Years
Job
Industry
Kristen Signorile Kristen Signorile's Citi SmithBarney Experience 2004 - 2010
Job Vice President, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc 2010 - Present
Citi-SmithBarney 2004 - 2010
Education
James Madison University 2000 — 2004
BA
UBS Financial Services Inc 2010 - Present
Citi-SmithBarney 2004 - 2010
Education
James Madison University 2000 — 2004
BA
Jennifer Westpfahl Jennifer Westpfahl's Citi SmithBarney Experience December 2004 - April 2008
Job Executive Director Divisional Business Service Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management May 2011 - May 2014
Morgan Stanley Smith Barney April 2008 - May 2011
Citi SmithBarney December 2004 - April 2008
New York Life August 2002 - November 2004
Lincoln Investment Planning September 1999 - August 2002
Skills
FINRA, Brokerage, Wealth Management, Banking, Investments, Investment Banking, Series 7, Series 3, Series 24, Series 9/10, Series 66, Compliance, Sales Operations, Financial Services, Nyse, Securities, Vendor Management, Financial Risk, Financial Operations, Strategic Planning, Organizational..., Risk Management, Uniform Combined State..., Executive Management, Performance Management, Series 65, Alternative Investments, Strategic Partnerships, Series 63, Financial Metrics
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Executive MBA
University of Central Arkansas 1994 — 1999
BBA, Finance
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management May 2011 - May 2014
Morgan Stanley Smith Barney April 2008 - May 2011
Citi SmithBarney December 2004 - April 2008
New York Life August 2002 - November 2004
Lincoln Investment Planning September 1999 - August 2002
Skills
FINRA, Brokerage, Wealth Management, Banking, Investments, Investment Banking, Series 7, Series 3, Series 24, Series 9/10, Series 66, Compliance, Sales Operations, Financial Services, Nyse, Securities, Vendor Management, Financial Risk, Financial Operations, Strategic Planning, Organizational..., Risk Management, Uniform Combined State..., Executive Management, Performance Management, Series 65, Alternative Investments, Strategic Partnerships, Series 63, Financial Metrics
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Executive MBA
University of Central Arkansas 1994 — 1999
BBA, Finance
Brian Caruso Brian Caruso's Citi SmithBarney Experience September 2008 - December 2008
Job Senior Copywriter at Crispin Porter + Bogusky
Industry Marketing and Advertising
Experience
Crispin Porter + Bogusky June 2015 - Present
Crispin Porter + Bogusky September 2012 - June 2015
Crispin Porter + Bogusky June 2012 - August 2012
Johannes Leonardo April 2012 - June 2012
BBDO October 2011 - December 2011
R/GA June 2011 - September 2011
30ninjas January 2010 - March 2010
TH Productions September 2009 - January 2010
Oneonta State Times September 2008 - May 2009
Citi SmithBarney September 2008 - December 2008
Education
Miami Ad School 2010 — 2012
Copywriting
SUNY College at Oneonta 2005 — 2009
Bachelor of Science, Business Economics; Marketing
Crispin Porter + Bogusky June 2015 - Present
Crispin Porter + Bogusky September 2012 - June 2015
Crispin Porter + Bogusky June 2012 - August 2012
Johannes Leonardo April 2012 - June 2012
BBDO October 2011 - December 2011
R/GA June 2011 - September 2011
30ninjas January 2010 - March 2010
TH Productions September 2009 - January 2010
Oneonta State Times September 2008 - May 2009
Citi SmithBarney September 2008 - December 2008
Education
Miami Ad School 2010 — 2012
Copywriting
SUNY College at Oneonta 2005 — 2009
Bachelor of Science, Business Economics; Marketing
natalie maldonado, MBA natalie maldonado, MBA's Citi SmithBarney Experience December 2006 - June 2007
Job Strategic Business Development and Growth, Miami Children's Health System
Industry Hospital & Health Care
Experience
Kurt Salmon May 2014 - Present
Oncology Solutions, LLC November 2010 - Present
Duke Realty Corporation July 2007 - June 2009
Duke Realty July 2006 - June 2009
Smith Barney December 2006 - June 2007
Citi SmithBarney December 2006 - June 2007
Michelson Commercial Real Estate Development LLC July 2005 - October 2006
Skills
Customer Service, Healthcare, Strategic Planning, Financial Modeling, Asset Management, Asset Managment, Finance, Real Estate, Healthcare Consulting, Consulting, Management Consulting, Data Analysis, Analysis, Market Research, Program Management, Project Management
Education
Emory University - Goizueta Business School 2001 — 2004
BBA, Finance
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, Professional MBA-Finance
Goizueta Business School 2001 — 2004
BBA, double; Finance
Kurt Salmon May 2014 - Present
Oncology Solutions, LLC November 2010 - Present
Duke Realty Corporation July 2007 - June 2009
Duke Realty July 2006 - June 2009
Smith Barney December 2006 - June 2007
Citi SmithBarney December 2006 - June 2007
Michelson Commercial Real Estate Development LLC July 2005 - October 2006
Skills
Customer Service, Healthcare, Strategic Planning, Financial Modeling, Asset Management, Asset Managment, Finance, Real Estate, Healthcare Consulting, Consulting, Management Consulting, Data Analysis, Analysis, Market Research, Program Management, Project Management
Education
Emory University - Goizueta Business School 2001 — 2004
BBA, Finance
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, Professional MBA-Finance
Goizueta Business School 2001 — 2004
BBA, double; Finance
Ryan Lee, CFP® Ryan Lee, CFP®'s Citi SmithBarney Experience May 2007 - July 2008
Job VP Private Client / Senior Account Executive
Industry Financial Services
Experience
Korean-American Youth Assistance Coalition August 2013 - Present
Fidelity Investments May 2012 - Present
Merrill Lynch October 2009 - April 2012
Banc of America Investment Services July 2008 - October 2009
Citi-Smithbarney May 2007 - July 2008
Citicorp Investment Services October 2000 - May 2007
Janney Montgomery Scott LLC January 2000 - October 2000
Education
University of California, Irvine
Bachelor of Arts, Social Science
Korean-American Youth Assistance Coalition August 2013 - Present
Fidelity Investments May 2012 - Present
Merrill Lynch October 2009 - April 2012
Banc of America Investment Services July 2008 - October 2009
Citi-Smithbarney May 2007 - July 2008
Citicorp Investment Services October 2000 - May 2007
Janney Montgomery Scott LLC January 2000 - October 2000
Education
University of California, Irvine
Bachelor of Arts, Social Science
Jennifer Song Jennifer Song's Citi SmithBarney Experience May 2008 - July 2008
Job Risk Operations Analyst at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein December 2014 - Present
Liberty Mutual Insurance May 2013 - August 2014
Harvard Business School May 2011 - April 2013
Arthur. D Little August 2008 - October 2008
Citi SmithBarney May 2008 - July 2008
Skills
SAS, Stata, Excel, R, Quantitative Analytics, Predictive Modeling, Statistics, Data Mining, Economics, Econometrics, Statistical Modeling
Education
Cornell University 2009 — 2010
Master of Professional Studies, Applied Statistics
Yonsei University 2005 — 2009
Bachelor of Applied Statistics and Bachelor of Economics (Dual, Applied Statistics, Economics
AllianceBernstein December 2014 - Present
Liberty Mutual Insurance May 2013 - August 2014
Harvard Business School May 2011 - April 2013
Arthur. D Little August 2008 - October 2008
Citi SmithBarney May 2008 - July 2008
Skills
SAS, Stata, Excel, R, Quantitative Analytics, Predictive Modeling, Statistics, Data Mining, Economics, Econometrics, Statistical Modeling
Education
Cornell University 2009 — 2010
Master of Professional Studies, Applied Statistics
Yonsei University 2005 — 2009
Bachelor of Applied Statistics and Bachelor of Economics (Dual, Applied Statistics, Economics
Brandon Woelfle Brandon Woelfle's Citi SmithBarney Experience September 2008 - May 2009
Job Senior Associate at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP September 2013 - August 2015
Johnson & Johnson January 2012 - July 2012
Columbia Partners, L.L.C. Investment Management May 2010 - August 2010
Citi SmithBarney September 2008 - May 2009
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.)
Thomas S. Wootton 2006 — 2009
Hochschule Pforzheim University
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP September 2013 - August 2015
Johnson & Johnson January 2012 - July 2012
Columbia Partners, L.L.C. Investment Management May 2010 - August 2010
Citi SmithBarney September 2008 - May 2009
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.)
Thomas S. Wootton 2006 — 2009
Hochschule Pforzheim University
Jonathan Leiter Jonathan Leiter's Citi SmithBarney Experience 2004 - September 2005
Job SharesPost Private Securities Group, SP100 Fund
Industry Investment Management
Experience
SharesPost June 2014 - Present
Emerson Equity May 2009 - June 2014
HSBC Securities September 2005 - April 2009
Citi SmithBarney 2004 - September 2005
Citicorp Investment Services October 2003 - 2004
Skills
Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Wealth Management, Investment Advisory, Finance, Series 7, Private Equity, Investment Banking, Venture Capital, Due Diligence, Financial Structuring, Fixed Income, Corporate Development, Securities, Capital Markets, Series 63, Mergers & Acquisitions, Mutual Funds, Valuation, Investment Strategies, Bloomberg, Emerging Markets, Structured Finance, IPO, Fund Of Funds, Investor Relations, Equity Research, Private Placements, Asset Allocation, Investment Management, Bonds
Education
Franklin & Marshall College 1998 — 2002
BA, Government
Myrtle Beach High School 1994 — 1998
SharesPost June 2014 - Present
Emerson Equity May 2009 - June 2014
HSBC Securities September 2005 - April 2009
Citi SmithBarney 2004 - September 2005
Citicorp Investment Services October 2003 - 2004
Skills
Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Wealth Management, Investment Advisory, Finance, Series 7, Private Equity, Investment Banking, Venture Capital, Due Diligence, Financial Structuring, Fixed Income, Corporate Development, Securities, Capital Markets, Series 63, Mergers & Acquisitions, Mutual Funds, Valuation, Investment Strategies, Bloomberg, Emerging Markets, Structured Finance, IPO, Fund Of Funds, Investor Relations, Equity Research, Private Placements, Asset Allocation, Investment Management, Bonds
Education
Franklin & Marshall College 1998 — 2002
BA, Government
Myrtle Beach High School 1994 — 1998
Steve Dimino, PPC™ Steve Dimino, PPC™'s Citi SmithBarney Experience 2000 - 2008
Job Vice President, Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2013 - Present
Morgan Stanley February 2008 - December 2013
Citi SmithBarney 2000 - 2008
Skills
Investments, Retirement, 401k, Pensions, Wealth Management, Small Business, Series 7, Mutual Funds, Wealth, Strategic Planning, Retirement Planning, Investment Advisory, Financial Planning, Estate Planning, Portfolio Management, Investment Products, Retirement Income..., Asset Management, Strategic Financial..., Asset Allocation, Fixed Annuities, Financial Services, Financial Advisory, Finance, Investment Strategies, Equities, Management, Fixed Income
Education
City University of New York-College of Staten Island
New Dorp High School
RBC Wealth Management December 2013 - Present
Morgan Stanley February 2008 - December 2013
Citi SmithBarney 2000 - 2008
Skills
Investments, Retirement, 401k, Pensions, Wealth Management, Small Business, Series 7, Mutual Funds, Wealth, Strategic Planning, Retirement Planning, Investment Advisory, Financial Planning, Estate Planning, Portfolio Management, Investment Products, Retirement Income..., Asset Management, Strategic Financial..., Asset Allocation, Fixed Annuities, Financial Services, Financial Advisory, Finance, Investment Strategies, Equities, Management, Fixed Income
Education
City University of New York-College of Staten Island
New Dorp High School
Delyce McKeehan's Citi SmithBarney Experience May 2005 - January 2009
Job Office Manager at MCS Fire & Security
Industry Accounting
Experience
Argyle Security September 2014 - Present
MCS Fire & Security July 2013 - September 2014
University of Houston March 2011 - June 2013
Citi SmithBarney May 2005 - January 2009
Cities of Angleton/Grand Prairie/Corpus Christi June 1998 - March 2005
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Marketing, Invoicing, Customer Service, Microsoft Office, Outlook, Budgets, Training, Analysis, Public Speaking, Inventory Management, Access, Management
Education
University of Houston-Downtown 2005 — 2008
BBA, Business
Argyle Security September 2014 - Present
MCS Fire & Security July 2013 - September 2014
University of Houston March 2011 - June 2013
Citi SmithBarney May 2005 - January 2009
Cities of Angleton/Grand Prairie/Corpus Christi June 1998 - March 2005
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Marketing, Invoicing, Customer Service, Microsoft Office, Outlook, Budgets, Training, Analysis, Public Speaking, Inventory Management, Access, Management
Education
University of Houston-Downtown 2005 — 2008
BBA, Business
Rick Cummings, MSW's Citi SmithBarney Experience April 2007 - February 2009
Job Independent Consultant at FREE reentry that works.
Industry Nonprofit Organization Management
Experience
ComPsych May 2015 - Present
FREE February 2015 - Present
Smart Resources November 2014 - February 2015
Union Ridge School District 86 August 2013 - June 2014
Gads Hill Center April 2012 - December 2012
JP Morgan Chase March 2010 - November 2011
New York Health & Racquet Clubs April 2009 - June 2010
Self - Employed (Special Projects) September 2004 - October 2009
Citi SmithBarney April 2007 - February 2009
Town Sports International September 2001 - January 2007
Skills
Public Speaking, Editing, Social Media, Nonprofits, Event Planning, Fundraising, Business Development, Financial Services, Critical Thinking, Creative Writing, Creative Strategy, Creative Problem Solving, Holistic Financial..., Grant Writing, Leadership, Social Services, Program Management, Group Therapy, Grants, Program Development, Psychotherapy, Program Evaluation, Social Networking, Proposal Writing, Blogging, Community Outreach, Volunteer Management, Marketing, Time Management, Strategic Partnerships, Event Management, Higher Education, Management, Research, Writing, Social Media Marketing, Strategic Planning
Education
Loyola University of Chicago 2012 — 2014
Master of Social Work (MSW), Leadership and Development
Adelphi University
Bachelor of Arts (B.A.), English Language and Literature/Letters
ComPsych May 2015 - Present
FREE February 2015 - Present
Smart Resources November 2014 - February 2015
Union Ridge School District 86 August 2013 - June 2014
Gads Hill Center April 2012 - December 2012
JP Morgan Chase March 2010 - November 2011
New York Health & Racquet Clubs April 2009 - June 2010
Self - Employed (Special Projects) September 2004 - October 2009
Citi SmithBarney April 2007 - February 2009
Town Sports International September 2001 - January 2007
Skills
Public Speaking, Editing, Social Media, Nonprofits, Event Planning, Fundraising, Business Development, Financial Services, Critical Thinking, Creative Writing, Creative Strategy, Creative Problem Solving, Holistic Financial..., Grant Writing, Leadership, Social Services, Program Management, Group Therapy, Grants, Program Development, Psychotherapy, Program Evaluation, Social Networking, Proposal Writing, Blogging, Community Outreach, Volunteer Management, Marketing, Time Management, Strategic Partnerships, Event Management, Higher Education, Management, Research, Writing, Social Media Marketing, Strategic Planning
Education
Loyola University of Chicago 2012 — 2014
Master of Social Work (MSW), Leadership and Development
Adelphi University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Jonathan Kalu's Citi SmithBarney Experience January 2005 - June 2009
Job Assistant Vice President at Morgan Stanley SmithBarney
Industry Financial Services
Experience
Morgan Stanley SmithBarney June 2009 - Present
Citi SmithBarney January 2005 - June 2009
Legg Mason 1998 - 2005
PNC Bank 1987 - 1996
Education
Morgan State University 1987 — 1989
MBA, Finance
Morgan Stanley SmithBarney June 2009 - Present
Citi SmithBarney January 2005 - June 2009
Legg Mason 1998 - 2005
PNC Bank 1987 - 1996
Education
Morgan State University 1987 — 1989
MBA, Finance