Citi Wealth Management

Citi Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citi Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Citi Wealth Management Salaries. You can even request information on how much does Citi Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Citi Wealth Management directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

15 Citi Wealth Management employees in database. Find out everything there's to know about Citi Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Citi Wealth Management Employees

Employee
Years
Job
Industry
Natalia Zeitounsian Natalia Zeitounsian Irvine, California Details
Natalia Zeitounsian's Citi Wealth Management Experience September 2010 - September 2013
Job CPA Financial Advisor
Industry Investment Banking
Experience
UBS Financial Services (Uruguay) SRL   October 2013 - March 2015
Citi Wealth Management   September 2010 - September 2013
Citi Wealth Management   November 2009 - August 2010
Wachovia Securities/Wells Fargo Advisors  March 2008 - October 2009
EG Uruguay   September 2007 - March 2008
Discount Bank Latin America   April 2007 - August 2007
PriceWaterhouse Coopers  November 2005 - March 2007

Skills
Contabilidad, Contabilidad financiera, Auditorías contables, Gestión de capital, Gestión de cartera de..., Gestión de relaciones..., Servicio de atención al..., Asesoramiento en..., Análisis financiero, Mercado de capitales, Series 7, Equities, Fixed Income, Mutual Funds, Trading, Investment Banking, Banca de inversión, Inglés, Español, Microsoft Office, Acciones, Comercio

Education
FINRA   2012 — 2012
Series 7 - Registered Representative, Finanzas internacionales, Mercado de Capitales

Universidad Católica del Uruguay 'Dámaso Antonio Larranaga'
CPA - Certified Public Accountant, Accounting

Silja K Silja K New York, New York Details
Silja K's Citi Wealth Management Experience 2013 - 2013
Job MBA Candidate, Columbia Business School
Industry Financial Services
Experience
ViTo Global Inc.   2015 - Present
&Beyond America LLC   2013 - Present
Citi Wealth Management   2013 - 2013
Stonebridge Capital   2012 - 2012
Booz & Company  2008 - 2011

Education
Columbia Business School   2012 — 2014
MBA, Finance / Retail & Luxury Goods

Seoul National University
Master of Science (MS), International Business

Yonsei University
Bachelor of Business Administration (BBA), Strategy

Greg Jackey APMA® Greg Jackey APMA® Rancho Santa Fe, California Details
Greg Jackey APMA®'s Citi Wealth Management Experience December 2004 - July 2011
Job Senior Portfolio Manager at Jackey/Robinson Group
Industry Financial Services
Experience
Jackey/Robinson Group   February 2014 - Present
Ameriprise Financial Services, Inc.   July 2011 - February 2014
Citi Wealth Management   December 2004 - July 2011
Various Financial Firms   October 1990 - December 2004
Shearson-Lehman Hutton  February 1987 - October 1990

Skills
Estate Planning, Finance, Insurance, Retirement, Tax, Wealth, Wealth Management, Series 7, Mutual Funds, Investments, Retirement Planning, Series 63, Fixed Annuities, Financial Advisory, Portfolio Management

Education
San Diego State University-California State University   1972 — 1977
Business/Econ

Richard A. McKusick CFP®,AIF® Richard A. McKusick CFP®,AIF® Pasadena, California Details
Richard A. McKusick CFP®,AIF®'s Citi Wealth Management Experience 2009 - June 2013
Job Financial Services Executive Certified Financial Planner/ Private Investor
Industry Investment Management
Experience
Citi Wealth Management   2009 - June 2013
Citi Smith Barney  2006 - 2009
WM Financial Services  1998 - 2005
Griffin Financial Services  1991 - 1998

Skills
Series 7, Series 24, Series 63, Investments, Equities, Financial Advisory, Wealth Management, Portfolio Management, Retirement Planning, Certified Financial..., Securities, Asset Allocation, Investment Advisory, Mutual Funds, Strategic Financial..., Fixed Annuities, Series 6, Financial Services, Investment Management, Uniform Combined State..., Investment Strategies, 401k, Asset Management, Retirement, Banking, Insurance, Fixed Income, FINRA, Relationship Management, Wealth Management..., Hedge Funds, Finance, Series 65, ETFs, Bonds, Private Banking, High Net Worth...

Education
California State University-Los Angeles   1971 — 1975
BA, Psychology

Denver College of Financial Planning
CFP designation, Financial Planning

Donald Vecchiolla Donald Vecchiolla Greater New York City Area Details
Donald Vecchiolla's Citi Wealth Management Experience September 2006 - December 2008
Job Director Enterprise Architecture at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research  June 2013 - Present
Fiserv Investment Services  January 2009 - 2013
Citi Wealth Management   September 2006 - December 2008
Solomon Smith Barney / Citigroup   July 2000 - September 2006
Bear Stearns &Co.   July 1999 - July 2000
Oppenheimer Capital  March 1996 - June 1999
Government  September 1976 - March 1996

Skills
Enterprise Architecture, SDLC, Program Management, Investment Banking, Architecture, Cross-functional Team..., Software Development, SOA, Data Center, PMO, Web Services, Agile Methodologies, Software Project..., Disaster Recovery, Project Management, Product Management, Requirements Gathering, Business Analysis, Requirements Analysis, Certified SCRUM Master, Unix, Strategy, Business Process, Architectures, Scrum

Education
New York University   1979 — 1982
Masters, Financial Management and Organization Development

Kansas Wesleyan University   1969 — 1972
BA, Philosophy / English

Claudia Cordova Guerra Claudia Cordova Guerra Miami, Florida Details
Claudia Cordova Guerra's Citi Wealth Management Experience May 2014 - Present
Job Senior Vice President at Citibank
Industry Banking
Experience
Citi Wealth Management   May 2014 - Present
Citigold Private Client (CPC)   January 2010 - May 2014
Citi Private Bank  2006 - 2010
Citi Private Bank  2003 - 2006

Skills
Project Management, Financial Services, Management, Banking, Wealth Management..., Recruiting, Uniform Combined State..., Relationship Management, Business Operations, Securities, Private Banking, Leadership, Fixed Income, Operations Management, Capital Markets, Series 7, Hedge Funds, Customer Service, Finance, Investment Strategies, Investments, Loans, Credit Cards, Credit, AML, Sales Operations, Bonds, Risk Management, Derivatives, Financial Analysis, Policy, Structured Products, Retail Banking, Equities, Financial Risk, Alternative Investments, Mutual Funds, Financial Markets, Commercial Banking, Investment Banking, Asset Managment, Series 66, Series 9

Education
University of Miami
Certification, Human Resources Management and Services

Florida International University
Master's degree, International Business

Florida International University
Bachelor's degree, Business Administration, Management and Operations

Colegio Peruano Britanico

Anielka Lozano, PHR Anielka Lozano, PHR Miami/Fort Lauderdale Area Details
Anielka Lozano, PHR's Citi Wealth Management Experience April 2013 - Present
Job Human Resources Advisor at Citibank Latam
Industry Financial Services
Experience
Citi - Wealth Management  April 2013 - Present
Citibank - Latam   July 2010 - April 2013
Citi  August 2007 - July 2010
Citi  October 2006 - September 2008
Edward Don & Company  June 2005 - October 2006
Wannado City  June 2004 - June 2005

Skills
HRIS, Immigration Issues, Employee Benefits, HR Risk, Onboarding, New Hire Orientations, Recruiting, Payroll, PeopleSoft, HR Policies, Interviews, Hiring, Personnel Management, Time Management, Background Checks, Management

Education
Nova Southeastern University   2007 — 2010
Master of Business Administration (MBA)

Barry University   2001 — 2005
Bachelor's degree, Business Administration and Management, General

David Guthrie David Guthrie Greater New York City Area Details
David Guthrie's Citi Wealth Management Experience August 2002 - Present
Job Senior Vice President at Citi Wealth Management
Industry Financial Services
Experience
Citi Wealth Management   August 2002 - Present

Skills
Equity Trading, Proprietary Trading, Wealth Management, Bonds, Equities, IPO, Institutional Investors, Retail Banking, Stocks, Stock Market, Bond Markets, Municipal Bonds, ETFs, Mutual Funds, Series 7, Investments, Fixed Income, Financial Services, Finance, Banking, Options, Portfolio Management, Asset Management, Securities

Education
Hofstra University
Bachelor of Business Administration (BBA), Finance, General

Hofstra University
Bachelor of Business Administration (B.B.A.), Finance, General

Sallie Krawcheck Sallie Krawcheck New York, New York Details
Sallie Krawcheck's Citi Wealth Management Experience March 2007 - September 2008
Job Founder of Ellevest....Chair of the Ellevate Companies.....past CEO, Merrill Lynch and Smith Barney....crazed UNC fan
Industry Financial Services
Experience
Ellevate Network  May 2013 - Present
Pax Ellevate Management   June 2014 - Present
2U  April 2014 - Present
Bank of America Wealth Management   August 2009 - September 2011
Citi Wealth Management   March 2007 - September 2008
Citi  March 2005 - February 2007
Smith Barney  October 2002 - March 2005
Sanford C. Bernstein & Co.   2001 - 2002
Sanford C. Bernstein & Co.   1999 - 2001
Sanford C. Bernstein & Co,   1995 - 1999

Skills
Investments, Portfolio Management, Wealth Management, Series 7, Alternative Investments, Equities, Asset Managment, Series 63, Mutual Funds, Financial Analysis, Asset Allocation, Strategic Financial..., Management, CEOs

Education
Columbia Business School   1990 — 1992
Master of Business Administration (MBA)

UNC Chapel Hill   1983 — 1987
Bachelor of Arts (BA), Journalism

Kamal Sahdev Kamal Sahdev Greater New York City Area Details
Kamal Sahdev's Citi Wealth Management Experience July 2006 - December 2012
Job Global Head of Digital Enterprise Solutions
Industry Financial Services
Experience
Citi  January 2013 - Present
Citi Wealth Management   July 2006 - December 2012
JPMorgan Chase  1999 - 2006

Skills
Software Development, SDLC, Enterprise Architecture, IT Strategy, Vendor Management, Business Analysis, Financial Services, SOA, Portfolio Management, Risk Management, Software Project..., Integration, Data Warehousing, Business Intelligence, Cloud Computing, Cloud Applications, Mobile Strategy, Enterprise Systems, Brokerage and..., Integration Architecture, Integration Strategies, Organizational Change..., Big Data, Innovation, Social Technologies, Leadership Development, Requirements Analysis, Unix, Oracle, Java Enterprise Edition, Agile Project Management, PMP

Education
Stevens Institute of Technology   2009 — 2011
Masters, MIS in Technology Management

Rutgers, The State University of New Jersey-New Brunswick   1992 — 1997
BS, Molecular Biology, Psychology

Tom Tibaldi Tom Tibaldi Greater New York City Area Details
Tom Tibaldi's Citi Wealth Management Experience May 2003 - Present
Job Financial Advisor at Smith Barney
Industry Financial Services
Experience
Citi Wealth Management   May 2003 - Present

Education
University of Delaware

Drew Dingle, PMP Drew Dingle, PMP San Francisco Bay Area Details
Drew Dingle, PMP's Citi Wealth Management Experience September 2007 - December 2008
Job Senior IT Management Professional
Industry Information Technology and Services
Experience
Indigo Sun Technology, LLC   April 2010 - January 2012
Citi Wealth Management   September 2007 - December 2008
UBS Wealth Management  March 2005 - September 2007
UBS Wealth Management  March 2000 - February 2005
JP Morgan  1987 - 2000

Skills
Strategic Planning, Business Analysis, Software Project..., Program Management, Start-up Operations, Application Development, Application Architecture, IT Risk, Staff Mentoring, Cross-functional Team..., Client Relationship..., Information Technology, SDLC, CRM, Management, Start-ups, IT Strategy

Education
Michigan State University   1982 — 1987
BS, Electrical Engineering

Summit High School

Paul Atala Paul Atala Greater New York City Area Details
Paul Atala's Citi Wealth Management Experience April 2013 - Present
Job First Vice PresidentWealth Management at Citi Wealth Management
Industry Financial Services
Experience
Citi Wealth Management   April 2013 - Present
JPMorgan Chase  September 2008 - April 2013
Bank of America  December 2005 - July 2008

Skills
Underwriting, Portfolio Management, Wealth Management, Loans, Fixed Income, Mortgage Lending, Series 7, Credit, Financial Services, Investments, Mutual Funds, Retirement Planning

Education
Central Connecticut State University   2004 — 2006
MBA, Finance

Bernard Reina Bernard Reina Los Angeles, California Details
Bernard Reina's Citi Wealth Management Experience April 1999 - Present
Job Senior Vice President, Financial Advisor AIF at Citi Wealth Management
Industry Financial Services
Experience
Citi Wealth Management   April 1999 - Present

Education
California State University-Long Beach   1991 — 1995
Bachelor of Science, Finance