Citigroup : Smith Barney
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Citigroup : Smith Barney Employees
Employee
Years
Job
Industry
Jeff Ereckson Jeff Ereckson's Citigroup : Smith Barney Experience May 1993 - March 2005
Job PA Announcer for FSU Baseball at Florida State University
Industry Fund-Raising
Experience
Florida State University February 2015 - Present
Florida State University Foundation November 2009 - Present
Florida State University Foundation March 2005 - November 2009
Citigroup / Smith Barney May 1993 - March 2005
Merrill Lynch January 1988 - May 1993
Rich's Department Store June 1985 - December 1987
Delta Air Lines April 1984 - June 1985
Skills
Marketing Communications, Direct Sales, Announcing, Public Address, Investments, Fundraising, Public Speaking, Microsoft Office, Management, Stewardship, Asset Management, Portfolio Management, Research, Customer Service, Higher Education, Social Media Marketing, Event Management, Leadership, Community Outreach, Strategic Planning, Time Management, Public Relations, Finance, Strategic Financial..., Team Building, Training, Grant Writing, Microsoft Word, Social Media, Nonprofits, Philanthropy, Event Planning, Facebook, Microsoft Excel
Education
Florida State University 1980 — 1985
B.S, Finance
Florida State University
Florida State University February 2015 - Present
Florida State University Foundation November 2009 - Present
Florida State University Foundation March 2005 - November 2009
Citigroup / Smith Barney May 1993 - March 2005
Merrill Lynch January 1988 - May 1993
Rich's Department Store June 1985 - December 1987
Delta Air Lines April 1984 - June 1985
Skills
Marketing Communications, Direct Sales, Announcing, Public Address, Investments, Fundraising, Public Speaking, Microsoft Office, Management, Stewardship, Asset Management, Portfolio Management, Research, Customer Service, Higher Education, Social Media Marketing, Event Management, Leadership, Community Outreach, Strategic Planning, Time Management, Public Relations, Finance, Strategic Financial..., Team Building, Training, Grant Writing, Microsoft Word, Social Media, Nonprofits, Philanthropy, Event Planning, Facebook, Microsoft Excel
Education
Florida State University 1980 — 1985
B.S, Finance
Florida State University
Dana McDonald's Citigroup : Smith Barney Experience July 1998 - July 2004
Job at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2011 - Present
Oppenheimer & Co. Inc. July 2004 - April 2011
Citigroup / Smith Barney July 1998 - July 2004
Paine Webber October 1996 - July 1998
Skills
Investments, Series 7, Wealth Management, Trading, Financial Advisory, Portfolio Management, Strategic Financial..., Cash Management, Investment Advisory, Finance, Asset Management, Mutual Funds, Financial Modeling, Retirement Planning, Financial Planning, Financial Services
Education
University of California, San Diego 1992 — 1996
BA, Art History
San Marino HIgh School 1988 — 1992
RBC Wealth Management April 2011 - Present
Oppenheimer & Co. Inc. July 2004 - April 2011
Citigroup / Smith Barney July 1998 - July 2004
Paine Webber October 1996 - July 1998
Skills
Investments, Series 7, Wealth Management, Trading, Financial Advisory, Portfolio Management, Strategic Financial..., Cash Management, Investment Advisory, Finance, Asset Management, Mutual Funds, Financial Modeling, Retirement Planning, Financial Planning, Financial Services
Education
University of California, San Diego 1992 — 1996
BA, Art History
San Marino HIgh School 1988 — 1992
Mathew Wong Mathew Wong's Citigroup : Smith Barney Experience July 2005 - August 2005
Job Senior Accounting Manager at The Law Firm of Malapero & Prisco LLP
Industry Accounting
Experience
The Law Firm of Malapero & Prisco April 2013 - Present
The Law Firm of Fabiani Cohen & Hall, LLP May 2012 - April 2013
The Law Firm of Cowan, DeBaets, Abrahams & Sheppard, LLP June 2010 - May 2012
The Law Firm of Cowan, DeBaets, Abrahams & Sheppard, LLP May 2006 - June 2010
Immigration Social Services at PS 42 September 2006 - June 2007
Citigroup – Smith Barney July 2005 - August 2005
Kelly Insurance Brokerage September 2004 - March 2005
Skills
Juris, Accounting, Legal Accounting, Criminal Justice, Police Administration, Accounts Payable, Accounts Receivable, Billing Systems, Client Billing, Vacation Planning, Trip Planning, Event Planning, Vacation, Plannning, Access, Analysis, Auditing, Microsoft Excel, Budgets
Education
City University of New York-John Jay College of Criminal Justice 2006 — 2010
BA, History and Philosophy of Law
Pace University - College Now 2009 — 2009
B; High School, Business Law; Economics and Finance
High School of Economics and Finance 2002 — 2006
High School Diploma, Accounting and Finance
The Law Firm of Malapero & Prisco April 2013 - Present
The Law Firm of Fabiani Cohen & Hall, LLP May 2012 - April 2013
The Law Firm of Cowan, DeBaets, Abrahams & Sheppard, LLP June 2010 - May 2012
The Law Firm of Cowan, DeBaets, Abrahams & Sheppard, LLP May 2006 - June 2010
Immigration Social Services at PS 42 September 2006 - June 2007
Citigroup – Smith Barney July 2005 - August 2005
Kelly Insurance Brokerage September 2004 - March 2005
Skills
Juris, Accounting, Legal Accounting, Criminal Justice, Police Administration, Accounts Payable, Accounts Receivable, Billing Systems, Client Billing, Vacation Planning, Trip Planning, Event Planning, Vacation, Plannning, Access, Analysis, Auditing, Microsoft Excel, Budgets
Education
City University of New York-John Jay College of Criminal Justice 2006 — 2010
BA, History and Philosophy of Law
Pace University - College Now 2009 — 2009
B; High School, Business Law; Economics and Finance
High School of Economics and Finance 2002 — 2006
High School Diploma, Accounting and Finance
Ronald Daino CMT Ronald Daino CMT's Citigroup : Smith Barney Experience May 1985 - April 2005
Job RFDaino Global Advisors, LLC
Industry Financial Services
Experience
RFDaino Global Advisors, LLC September 2008 - Present
Louise Yamada Technical Research Advisors October 2005 - June 2008
Citigroup / Smith Barney May 1985 - April 2005
Skills
Investments, Analysis, Stock Market, Commodities, Currency, Technical Analysis, Commodity, Trading, Equities, Securities, Portfolio Management, Options, Bloomberg, Economics, Risk Management, Trading Systems, Equity Research, Financial Markets, Fixed Income, Equity Trading, Hedge Funds, FX Options, Electronic Trading, Alternative Investments, Derivatives, Capital Markets, Mutual Funds, Investment Strategies, Bonds, ETFs, Series 7, Asset Management, Asset Allocation, Wealth Management, Investment Management, Investment Advisory, Financial Advisory, Series 63, Hedging
Education
Syracuse University 1969 — 1973
BA, Communications
NYIF
RFDaino Global Advisors, LLC September 2008 - Present
Louise Yamada Technical Research Advisors October 2005 - June 2008
Citigroup / Smith Barney May 1985 - April 2005
Skills
Investments, Analysis, Stock Market, Commodities, Currency, Technical Analysis, Commodity, Trading, Equities, Securities, Portfolio Management, Options, Bloomberg, Economics, Risk Management, Trading Systems, Equity Research, Financial Markets, Fixed Income, Equity Trading, Hedge Funds, FX Options, Electronic Trading, Alternative Investments, Derivatives, Capital Markets, Mutual Funds, Investment Strategies, Bonds, ETFs, Series 7, Asset Management, Asset Allocation, Wealth Management, Investment Management, Investment Advisory, Financial Advisory, Series 63, Hedging
Education
Syracuse University 1969 — 1973
BA, Communications
NYIF
Kristin Viens's Citigroup : Smith Barney Experience 2006 - 2007
Job IT Trainer & Coordinator at Weiser LLP
Industry E-Learning
Experience
WeiserMazars LLP February 2010 - Present
Kristin Viens Photography 2002 - Present
Smith Barney 2007 - January 2010
Citigroup / Smith Barney 2006 - 2007
Citigroup / Smith Barney (via agency) 2006 - 2007
Rafael Fuchs Photography 2005 - 2006
Commercial Photo Studio in Albuquerque, NM 2003 - 2004
Twentieth Century Fox (via agency) 1999 - 2001
The Walt Disney Company 1993 - 1999
Skills
Digital Photography, Portrait Photography, Photography, Consulting, Management, Project Management, Editorial, Portraits, Image Editing, Training & Development, Public Speaking
Education
Hallmark Institute of Photography 2001 — 2002
Photography
Montana State University-Bozeman 1991 — 1993
BA, Media
WeiserMazars LLP February 2010 - Present
Kristin Viens Photography 2002 - Present
Smith Barney 2007 - January 2010
Citigroup / Smith Barney 2006 - 2007
Citigroup / Smith Barney (via agency) 2006 - 2007
Rafael Fuchs Photography 2005 - 2006
Commercial Photo Studio in Albuquerque, NM 2003 - 2004
Twentieth Century Fox (via agency) 1999 - 2001
The Walt Disney Company 1993 - 1999
Skills
Digital Photography, Portrait Photography, Photography, Consulting, Management, Project Management, Editorial, Portraits, Image Editing, Training & Development, Public Speaking
Education
Hallmark Institute of Photography 2001 — 2002
Photography
Montana State University-Bozeman 1991 — 1993
BA, Media
Brooke O'Connell Brooke O'Connell's Citigroup : Smith Barney Experience August 2005 - June 2006
Job AVP, Branch Manager & Business Development at Rhinebeck Bank
Industry Banking
Experience
Rhinebeck Bank April 2012 - Present
Mid-Hudson Children's Museum 2013 - Present
Mid-Hudson Addiction Recovery Foundation 2013 - Present
Wells Fargo Retail Finance April 2009 - April 2012
HSBC/ HFC/ Beneficial June 2006 - April 2009
Citigroup / Smith Barney August 2005 - June 2006
Skills
Credit, Commercial Banking, Loans, Consumer Lending, Banking, Commercial Lending, Credit Analysis, Cross Selling, Lines Of Credit, Finance, Loan Origination, Mortgage Lending, Mortgage Banking, Relationship Management, Retail Banking, Small Business Lending, Training
Education
Marist College 2008 — 2011
Masters, Pulic Administration
Marist College 2002 — 2004
Bachelor of Science, Business Management
Leadership Dutchess Class of 2013
Recipient of Leadership Dutchess Commitment Award
Rhinebeck Bank April 2012 - Present
Mid-Hudson Children's Museum 2013 - Present
Mid-Hudson Addiction Recovery Foundation 2013 - Present
Wells Fargo Retail Finance April 2009 - April 2012
HSBC/ HFC/ Beneficial June 2006 - April 2009
Citigroup / Smith Barney August 2005 - June 2006
Skills
Credit, Commercial Banking, Loans, Consumer Lending, Banking, Commercial Lending, Credit Analysis, Cross Selling, Lines Of Credit, Finance, Loan Origination, Mortgage Lending, Mortgage Banking, Relationship Management, Retail Banking, Small Business Lending, Training
Education
Marist College 2008 — 2011
Masters, Pulic Administration
Marist College 2002 — 2004
Bachelor of Science, Business Management
Leadership Dutchess Class of 2013
Recipient of Leadership Dutchess Commitment Award
Jeannie Stubblefield's Citigroup : Smith Barney Experience January 2002 - June 2007
Job Molecular Biosciences PhD student @ MTSU / Drug Discovery with The Tennessee Center for Botanical Medicine Research
Industry Research
Experience
Middle Tennessee State University August 2015 - Present
Middle Tennessee State University August 2011 - August 2015
Citigroup / Smith Barney January 2002 - June 2007
UBS January 2001 - January 2002
Dollar General November 1997 - December 2000
Skills
Drug Discovery, Neglected Tropical..., Research, University Teaching, Lecturing, cytotoxicity testing, Public Speaking, Data Analysis, Statistics, Microbiology, CHAGAS DISEASE, LEISHMANIASIS, African Sleeping..., Anthrax decontamination, Mass casualty response, Parasitology, Grant Writing, High Throughput..., High Content Screening, Experimental Design, NATURAL PRODUCTS..., Trichomonas, Amoeba, Trypanosoma cruzi, Leishmania donovoni, Trypanosoma brucei, Decontamination, Higher Education, biotechnology, chlorine dioxide, Biotechnology, Chlorine Dioxide, Assay Development, Management, Microsoft Excel
Education
Middle Tennessee State University 2011 — 2016
Doctor of Philosophy (Ph.D.), Molecular Biosciences
Middle Tennessee State University 2008 — 2011
B.S. Biology - Microbiology
Middle Tennessee State University August 2015 - Present
Middle Tennessee State University August 2011 - August 2015
Citigroup / Smith Barney January 2002 - June 2007
UBS January 2001 - January 2002
Dollar General November 1997 - December 2000
Skills
Drug Discovery, Neglected Tropical..., Research, University Teaching, Lecturing, cytotoxicity testing, Public Speaking, Data Analysis, Statistics, Microbiology, CHAGAS DISEASE, LEISHMANIASIS, African Sleeping..., Anthrax decontamination, Mass casualty response, Parasitology, Grant Writing, High Throughput..., High Content Screening, Experimental Design, NATURAL PRODUCTS..., Trichomonas, Amoeba, Trypanosoma cruzi, Leishmania donovoni, Trypanosoma brucei, Decontamination, Higher Education, biotechnology, chlorine dioxide, Biotechnology, Chlorine Dioxide, Assay Development, Management, Microsoft Excel
Education
Middle Tennessee State University 2011 — 2016
Doctor of Philosophy (Ph.D.), Molecular Biosciences
Middle Tennessee State University 2008 — 2011
B.S. Biology - Microbiology
Chuck Constant Chuck Constant's Citigroup : Smith Barney Experience June 2003 - August 2007
Job
Industry Oil & Energy
Experience
Capital Plan August 2011 - February 2014
Merrill Lynch July 2010 - August 2011
Wells Fargo Advisors, LLC November 2007 - July 2010
Citigroup / Smith Barney June 2003 - August 2007
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Finance / Strategy
Texas State University 1992 — 1992
BA, Economics
Capital Plan August 2011 - February 2014
Merrill Lynch July 2010 - August 2011
Wells Fargo Advisors, LLC November 2007 - July 2010
Citigroup / Smith Barney June 2003 - August 2007
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Finance / Strategy
Texas State University 1992 — 1992
BA, Economics
Gene Leimberg Gene Leimberg's Citigroup : Smith Barney Experience August 2005 - July 2008
Job Consultant at Randstad Technologies US
Industry Information Technology and Services
Experience
Collabera November 2012 - October 2014
Chartis March 2011 - February 2012
The Kent Group Associates, Inc. June 2009 - April 2010
Citigroup / Smith Barney August 2005 - July 2008
PRINCETON INFORMATION LTD. December 2003 - August 2005
PARAGON COMPUTER PROFESSIONALS, INC. March 2000 - August 2003
BUSINESS SOLUTIONS OF AMERICA May 1999 - March 2000
Matrix Resources February 1998 - April 1999
THE MAXIM GROUP October 1995 - February 1998
HOLIDAY INN WORLDWIDE September 1993 - October 1995
Education
Oracle Corporation 1997 — 1998
Oracle Application Developer/2000 Masters Program
Chubb Institute 1980 — 1981
Fairleigh Dickinson University 1968 — 1972
BA, Education
Wildwood High School 1962 — 1970
Collabera November 2012 - October 2014
Chartis March 2011 - February 2012
The Kent Group Associates, Inc. June 2009 - April 2010
Citigroup / Smith Barney August 2005 - July 2008
PRINCETON INFORMATION LTD. December 2003 - August 2005
PARAGON COMPUTER PROFESSIONALS, INC. March 2000 - August 2003
BUSINESS SOLUTIONS OF AMERICA May 1999 - March 2000
Matrix Resources February 1998 - April 1999
THE MAXIM GROUP October 1995 - February 1998
HOLIDAY INN WORLDWIDE September 1993 - October 1995
Education
Oracle Corporation 1997 — 1998
Oracle Application Developer/2000 Masters Program
Chubb Institute 1980 — 1981
Fairleigh Dickinson University 1968 — 1972
BA, Education
Wildwood High School 1962 — 1970
Asali Locke-Ellison Asali Locke-Ellison's Citigroup : Smith Barney Experience August 2004 - May 2007
Job Exec Assistant to CEO and CoMgr Office Administration
Industry Mechanical or Industrial Engineering
Experience
Envrionmental Systems Design, Inc. April 2014 - Present
Addison Group / Adecco October 2011 - April 2014
Shimmy Soul Entertainment October 2009 - October 2011
The Oppenheimer Group April 2010 - April 2011
Environmental Systems Design, Inc. June 2008 - October 2009
Citigroup / Smith Barney August 2004 - May 2007
Phyrell Mills & Associates (Formerly OneSong Inc) October 2002 - June 2004
Cingular Wirless (Headquarters) December 2000 - October 2002
Skills
Graphic Design, Event Planning, Marketing, Editing, Web Design, Public Speaking, Customer Service, Social Media, Advertising
Education
Hampton University 1990 — 1994
Bachelor of Arts, Sociology
Envrionmental Systems Design, Inc. April 2014 - Present
Addison Group / Adecco October 2011 - April 2014
Shimmy Soul Entertainment October 2009 - October 2011
The Oppenheimer Group April 2010 - April 2011
Environmental Systems Design, Inc. June 2008 - October 2009
Citigroup / Smith Barney August 2004 - May 2007
Phyrell Mills & Associates (Formerly OneSong Inc) October 2002 - June 2004
Cingular Wirless (Headquarters) December 2000 - October 2002
Skills
Graphic Design, Event Planning, Marketing, Editing, Web Design, Public Speaking, Customer Service, Social Media, Advertising
Education
Hampton University 1990 — 1994
Bachelor of Arts, Sociology
Kevin C McGrath's Citigroup : Smith Barney Experience 2001 - 2006
Job Vice President at JP Morgan
Industry Banking
Experience
JPMorgan Private Bank July 2009 - Present
Banc of America Investments November 2006 - June 2009
Citigroup / Smith Barney 2001 - 2006
Citi Smith Barney 2001 - 2006
Merrill Lynch August 1992 - November 2000
Skills
Employee Stock Options, Equities, Capital Markets, Investments, Restricted Stock, Financial Services
Education
Southern Connecticut State University 1986 — 1991
Our Lady of the Assumption 1975 — 1982
JPMorgan Private Bank July 2009 - Present
Banc of America Investments November 2006 - June 2009
Citigroup / Smith Barney 2001 - 2006
Citi Smith Barney 2001 - 2006
Merrill Lynch August 1992 - November 2000
Skills
Employee Stock Options, Equities, Capital Markets, Investments, Restricted Stock, Financial Services
Education
Southern Connecticut State University 1986 — 1991
Our Lady of the Assumption 1975 — 1982
Tony Naim Fici's Citigroup : Smith Barney Experience 1996 - 2007
Job System Engineer at Merrill Lynch \ Bank of America
Industry Financial Services
Experience
Merrill Lynch \ Bank of America April 2007 - Present
CitiGroup \ Smith Barney 1996 - 2007
Exchange Resources 1994 - 1996
ACT Computer Services 1988 - 1991
Skills
SCCM, Microsoft SQL Server, XP, Business Process, Infrastructure, IT Management
Education
Queensborough Community College
AAS, Computer Technology
Merrill Lynch \ Bank of America April 2007 - Present
CitiGroup \ Smith Barney 1996 - 2007
Exchange Resources 1994 - 1996
ACT Computer Services 1988 - 1991
Skills
SCCM, Microsoft SQL Server, XP, Business Process, Infrastructure, IT Management
Education
Queensborough Community College
AAS, Computer Technology
Kurt Bremer's Citigroup : Smith Barney Experience December 2001 - June 2009
Job Executive Director, Client Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2010 - Present
Morgan Stanley Smith Barney June 2009 - July 2010
Citigroup / Smith Barney December 2001 - June 2009
Skills
Financial Analysis, CRM, Budgets, Management
Education
University of Dayton 1975 — 1979
BS, Accounting
Morgan Stanley Smith Barney July 2010 - Present
Morgan Stanley Smith Barney June 2009 - July 2010
Citigroup / Smith Barney December 2001 - June 2009
Skills
Financial Analysis, CRM, Budgets, Management
Education
University of Dayton 1975 — 1979
BS, Accounting
Gary Cusack's Citigroup : Smith Barney Experience 1997 - Present
Job Vice President at Citibank
Industry Financial Services
Experience
Citigroup / Smith Barney 1997 - Present
Prudential Mutual Fund Services (PMFS) 1990 - 1997
Shearson Lehman Hutton Inc. 1981 - 1990
Skills
SDLC, Mainframe, COBOL, Fixed Income, Vendor Management, JCL, CICS, Tax Reporting, Business Requirements, Management, IBM Mainframe, Analysis, Software Development, DB2, Business Analysis, Systems Analysis, Risk Management, Visio, Requirements Gathering, Requirements Analysis
Education
Pace University 1979 — 1981
BBA MIS, Data Processing
St Francis College 1977 — 1979
Data Processing
Citigroup / Smith Barney 1997 - Present
Prudential Mutual Fund Services (PMFS) 1990 - 1997
Shearson Lehman Hutton Inc. 1981 - 1990
Skills
SDLC, Mainframe, COBOL, Fixed Income, Vendor Management, JCL, CICS, Tax Reporting, Business Requirements, Management, IBM Mainframe, Analysis, Software Development, DB2, Business Analysis, Systems Analysis, Risk Management, Visio, Requirements Gathering, Requirements Analysis
Education
Pace University 1979 — 1981
BBA MIS, Data Processing
St Francis College 1977 — 1979
Data Processing
Jeff Donald's Citigroup : Smith Barney Experience April 2006 - September 2010
Job Senior Architect at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley May 2009 - Present
Citigroup / Smith Barney April 2006 - September 2010
Trekon Inc March 1989 - April 2006
Bankers Trust January 1989 - July 2004
Skills
XML, Solution Architecture, Architecture, Software Development, Software Design, Websphere, DB2, Software Project..., SDLC, Enterprise Architecture, Integration, Business Analysis, Vendor Management, IT Strategy, Risk Management, Project Management, Equities, Requirements Analysis, Banking, Portfolio Management, Fixed Income
Education
Muhlenberg College 1976 — 1980
BA, Business Administration, Computer Science
Morgan Stanley May 2009 - Present
Citigroup / Smith Barney April 2006 - September 2010
Trekon Inc March 1989 - April 2006
Bankers Trust January 1989 - July 2004
Skills
XML, Solution Architecture, Architecture, Software Development, Software Design, Websphere, DB2, Software Project..., SDLC, Enterprise Architecture, Integration, Business Analysis, Vendor Management, IT Strategy, Risk Management, Project Management, Equities, Requirements Analysis, Banking, Portfolio Management, Fixed Income
Education
Muhlenberg College 1976 — 1980
BA, Business Administration, Computer Science
Livia Braga's Citigroup : Smith Barney Experience April 2007 - June 2007
Job Student at University of North Carolina at Chapel Hill KenanFlagler Business School
Industry Financial Services
Experience
MIDWEST ISO May 2010 - June 2010
OMNIGROUP INTERNATIONAL August 2008 - August 2009
CITIGROUP / SMITH BARNEY April 2007 - June 2007
MERRILL LYNCH October 2006 - December 2006
PB REAL ESTATE DEVELOPMENT June 2005 - June 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Florida International University 2006 — 2007
Master, Finance
Universidade Estadual da Paraíba 2001 — 2005
Bachelor of Science, Law
Universidade Federal de Campina Grande 2000 — 2005
Bachelor, Business Administration
MIDWEST ISO May 2010 - June 2010
OMNIGROUP INTERNATIONAL August 2008 - August 2009
CITIGROUP / SMITH BARNEY April 2007 - June 2007
MERRILL LYNCH October 2006 - December 2006
PB REAL ESTATE DEVELOPMENT June 2005 - June 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Florida International University 2006 — 2007
Master, Finance
Universidade Estadual da Paraíba 2001 — 2005
Bachelor of Science, Law
Universidade Federal de Campina Grande 2000 — 2005
Bachelor, Business Administration
Juan Carlos Herrera's Citigroup : Smith Barney Experience 2006 - 2007
Job Managing Partner at Quantor Capital, LLC
Industry Investment Management
Experience
Quantor Capital, LLC September 2014 - Present
Quantum Leap Capital Management February 2008 - Present
Citi May 2007 - February 2008
Citigroup – Smith Barney 2006 - 2007
IG Expansion 2005 - 2006
Skills
Alternative Investments, Hedge Funds, Asset Managment, Investments, Managed Futures, Equities, Investment Strategies, Portfolio Management, Asset Allocation, Private Equity, Trading, Investment Advisory, Investment Management, Valuation, Commodity, Fixed Income, Options, Fund Of Funds, Asset Management, Wealth Management, Capital Markets, Financial Analysis, Financial Modeling, Derivatives, Financial Markets
Education
The University of Texas at Austin 2000 — 2005
Bachelor of Arts (B.A.)
Quantor Capital, LLC September 2014 - Present
Quantum Leap Capital Management February 2008 - Present
Citi May 2007 - February 2008
Citigroup – Smith Barney 2006 - 2007
IG Expansion 2005 - 2006
Skills
Alternative Investments, Hedge Funds, Asset Managment, Investments, Managed Futures, Equities, Investment Strategies, Portfolio Management, Asset Allocation, Private Equity, Trading, Investment Advisory, Investment Management, Valuation, Commodity, Fixed Income, Options, Fund Of Funds, Asset Management, Wealth Management, Capital Markets, Financial Analysis, Financial Modeling, Derivatives, Financial Markets
Education
The University of Texas at Austin 2000 — 2005
Bachelor of Arts (B.A.)
Rosemary Francavilla's Citigroup : Smith Barney Experience December 1997 - September 2015
Job Compliance Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
Citigroup / Smith Barney December 1997 - September 2015
Skills
Series 7, Securities, FINRA, Equities, Risk Management, Series 63, Mutual Funds, Fixed Income, Capital Markets, Investments, Financial Services, Series 24, Wealth Management, Portfolio Management, AML, Financial Analysis, Insurance, Retirement Planning, Operations Management, Risk Assessment, Relationship Management, Management, Uniform Combined State..., Operational Risk, Anti Money Laundering, Analysis, Banking, Financial Risk, Process Improvement, Internal Controls, Leadership, Operational Risk..., Business Analysis, Process Control, Regulatory Examinations, Project Management, Security Operations, Coaching, Business Process..., Key Performance..., Microsoft Office, Project Planning, Team Leadership, Writing
Education
Pace University - Lubin School of Business
Bachelor’s Degree, Business Administration and Management, General, Cum Laude
BNY Mellon September 2015 - Present
Citigroup / Smith Barney December 1997 - September 2015
Skills
Series 7, Securities, FINRA, Equities, Risk Management, Series 63, Mutual Funds, Fixed Income, Capital Markets, Investments, Financial Services, Series 24, Wealth Management, Portfolio Management, AML, Financial Analysis, Insurance, Retirement Planning, Operations Management, Risk Assessment, Relationship Management, Management, Uniform Combined State..., Operational Risk, Anti Money Laundering, Analysis, Banking, Financial Risk, Process Improvement, Internal Controls, Leadership, Operational Risk..., Business Analysis, Process Control, Regulatory Examinations, Project Management, Security Operations, Coaching, Business Process..., Key Performance..., Microsoft Office, Project Planning, Team Leadership, Writing
Education
Pace University - Lubin School of Business
Bachelor’s Degree, Business Administration and Management, General, Cum Laude
Cletus D'Mello's Citigroup : Smith Barney Experience January 2007 - December 2008
Job VP: Infrastructure Tech Specialist at Citigroup
Industry Financial Services
Experience
Citigroup VP: Infrastructure Tech SpecialistCitigroupJanuary 2009 - Present
Citigroup : Smith Barney January 2007 - December 2008
Citigroup ( Citicorp Investment Services ) April 2006 - December 2008
Citigroup ( Citicorp Investment Services ) May 2001 - March 2006
Citigroup ( Global Citibanking Integeration Facility ) September 1997 - April 2001
Deustche Bank January 1996 - September 1997
Cover-All 1994 - 1996
Skills
SDLC, Trading Systems, Unix Shell Scripting, SOA, Vendor Management, Financial Markets, Unix, Oracle Admin, Market Data, Program Management, Fixed Income
Education
University of Pune 1984 — 1987
MCA
St. Vincents 1969 — 1981
Citigroup VP: Infrastructure Tech SpecialistCitigroupJanuary 2009 - Present
Citigroup : Smith Barney January 2007 - December 2008
Citigroup ( Citicorp Investment Services ) April 2006 - December 2008
Citigroup ( Citicorp Investment Services ) May 2001 - March 2006
Citigroup ( Global Citibanking Integeration Facility ) September 1997 - April 2001
Deustche Bank January 1996 - September 1997
Cover-All 1994 - 1996
Skills
SDLC, Trading Systems, Unix Shell Scripting, SOA, Vendor Management, Financial Markets, Unix, Oracle Admin, Market Data, Program Management, Fixed Income
Education
University of Pune 1984 — 1987
MCA
St. Vincents 1969 — 1981
Eric Rosenbaum's Citigroup : Smith Barney Experience August 1988 - March 2003
Job Managing Director at Waterview Advisors
Industry Investment Banking
Experience
Waterview Advisors April 2007 - Present
Corporate Relocation March 2006 - December 2007
A.C.I. August 2003 - March 2006
Citigroup / Smith Barney August 1988 - March 2003
Skills
Investment Banking, Mergers & Acquisitions, Finance, Securities, Series 7, Executive Management, Management, FINRA, Valuation, Business Valuation, Private Equity, Corporate Finance, Financial Modeling, Capital Markets, Due Diligence
Education
University of California, Berkeley 1984 — 1988
MBA, Finance
University of California, Berkeley 1979 — 1983
BS, Engineering
Waterview Advisors April 2007 - Present
Corporate Relocation March 2006 - December 2007
A.C.I. August 2003 - March 2006
Citigroup / Smith Barney August 1988 - March 2003
Skills
Investment Banking, Mergers & Acquisitions, Finance, Securities, Series 7, Executive Management, Management, FINRA, Valuation, Business Valuation, Private Equity, Corporate Finance, Financial Modeling, Capital Markets, Due Diligence
Education
University of California, Berkeley 1984 — 1988
MBA, Finance
University of California, Berkeley 1979 — 1983
BS, Engineering
Anthony Larkin's Citigroup : Smith Barney Experience June 1993 - March 1999
Job Institutional Sales BlueFin Research Partners
Industry Financial Services
Experience
BlueFin Research Partners May 2014 - Present
Topeka Capital Markets June 2013 - February 2014
Barclays May 2009 - April 2013
CIBC February 2005 - February 2009
Merrill Lynch March 1999 - February 2005
Citigroup / Smith Barney June 1993 - March 1999
Skills
Management, Institutional..., Equities, Relationship Management, Funding, Investments, Capital Markets
Education
University of California, Los Angeles 1992 — 1994
Master of Business Administration (MBA), Finance
BlueFin Research Partners May 2014 - Present
Topeka Capital Markets June 2013 - February 2014
Barclays May 2009 - April 2013
CIBC February 2005 - February 2009
Merrill Lynch March 1999 - February 2005
Citigroup / Smith Barney June 1993 - March 1999
Skills
Management, Institutional..., Equities, Relationship Management, Funding, Investments, Capital Markets
Education
University of California, Los Angeles 1992 — 1994
Master of Business Administration (MBA), Finance