Citi Wealth Management
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Citi Wealth Management Employees
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
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
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
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
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
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
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
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
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
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
Citi Wealth Management May 2003 - Present
Education
University of Delaware
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
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
Citi Wealth Management April 1999 - Present
Education
California State University-Long Beach 1991 — 1995
Bachelor of Science, Finance