Citigroup - Salomon Smith Barney
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Citigroup - Salomon Smith Barney Employees
Employee
Years
Job
Industry
Ryan Keane Ryan Keane's Citigroup - Salomon Smith Barney Experience June 2002 - August 2003
Job
Industry Pharmaceuticals
Experience
Endpoint September 2014 - Present
Endpoint March 2011 - September 2014
Emphusion (formerly ClinOps) July 2007 - March 2011
Pacific Data Designs, LLC July 2005 - July 2007
Citigroup/ Salomon Smith Barney June 2002 - August 2003
Skills
IVR, Biostatistics, New Business Development, IWR, CRO
Education
College of the Holy Cross
BA
University of Vermont
MS
Endpoint September 2014 - Present
Endpoint March 2011 - September 2014
Emphusion (formerly ClinOps) July 2007 - March 2011
Pacific Data Designs, LLC July 2005 - July 2007
Citigroup/ Salomon Smith Barney June 2002 - August 2003
Skills
IVR, Biostatistics, New Business Development, IWR, CRO
Education
College of the Holy Cross
BA
University of Vermont
MS
PEDRO HARTH-SILVA PEDRO HARTH-SILVA's Citigroup - Salomon Smith Barney Experience 1994 - 2007
Job Senior Vice President, Investments, Raymond James
Industry Financial Services
Experience
Raymond James November 2010 - Present
UBS November 2006 - November 2011
Citigroup - Salomon Smith Barney 1994 - 2007
Skills
Fixed Income, Asset Managment, Alternative Investments, Asset Management, Capital Markets, Investment Strategies, Valuation, Financial Modeling, Due Diligence, Series 63, Portfolio Management, Strategic Financial..., Derivatives, Corporate Finance, Series 7, Investment Advisory, Asset Allocation, Equities, Mergers, Mutual Funds
Education
University of Miami 1984 — 1987
International Finance, BBA
Birmingham Southern College 1979 — 1983
Bachelor, Economics
Raymond James November 2010 - Present
UBS November 2006 - November 2011
Citigroup - Salomon Smith Barney 1994 - 2007
Skills
Fixed Income, Asset Managment, Alternative Investments, Asset Management, Capital Markets, Investment Strategies, Valuation, Financial Modeling, Due Diligence, Series 63, Portfolio Management, Strategic Financial..., Derivatives, Corporate Finance, Series 7, Investment Advisory, Asset Allocation, Equities, Mergers, Mutual Funds
Education
University of Miami 1984 — 1987
International Finance, BBA
Birmingham Southern College 1979 — 1983
Bachelor, Economics
Susan De Maio Susan De Maio's Citigroup - Salomon Smith Barney Experience 2001 - 2002
Job Regulatory Project Consultant (Assistant CCO) at Broker/Dealer, Investment Adviser, Hedge Fund Manager Firm
Industry Financial Services
Experience
Regulatory Project Consultant Role June 2015 - Present
Regulatory Project Consultant Roles March 2014 - March 2015
Regulatory Project Consultant Roles May 2013 - March 2014
JPMorgan Chase & Co. 2004 - 2005
JPMorgan Fleming Asset Management 2002 - 2004
Citigroup Salomon Smith Barney 2001 - 2002
Citigroup Private Bank Group 2000 - 2001
HSBC Brokerage (USA) Inc. 1996 - 2000
Lebenthal & Co. / Lebenthal Asset Management 1990 - 1996
Skills
Due Diligence, Banking, AML, Capital Markets, Asset Management, Investments, Equities, Fixed Income, Mutual Funds, Internal Controls, KYC, Program Management, USA PATRIOT Act, Project Management, Structured Products, Anti Money Laundering, Sanction, Financial Risk, Bank Secrecy Act, Securities, Financial Services, Operational Risk, Series 24, Series 7, Securities Regulation, Hedge Funds, OFAC, Investment Banking, Financial Institutions, Risk Management, Regulations, Operational Risk..., Alternative Investments, Private Banking, FINRA, Derivatives, Investment Advisory, Fraud, Financial Markets, Broker-Dealer
Education
New York University
Regulatory Project Consultant Role June 2015 - Present
Regulatory Project Consultant Roles March 2014 - March 2015
Regulatory Project Consultant Roles May 2013 - March 2014
JPMorgan Chase & Co. 2004 - 2005
JPMorgan Fleming Asset Management 2002 - 2004
Citigroup Salomon Smith Barney 2001 - 2002
Citigroup Private Bank Group 2000 - 2001
HSBC Brokerage (USA) Inc. 1996 - 2000
Lebenthal & Co. / Lebenthal Asset Management 1990 - 1996
Skills
Due Diligence, Banking, AML, Capital Markets, Asset Management, Investments, Equities, Fixed Income, Mutual Funds, Internal Controls, KYC, Program Management, USA PATRIOT Act, Project Management, Structured Products, Anti Money Laundering, Sanction, Financial Risk, Bank Secrecy Act, Securities, Financial Services, Operational Risk, Series 24, Series 7, Securities Regulation, Hedge Funds, OFAC, Investment Banking, Financial Institutions, Risk Management, Regulations, Operational Risk..., Alternative Investments, Private Banking, FINRA, Derivatives, Investment Advisory, Fraud, Financial Markets, Broker-Dealer
Education
New York University
Bill Minovich Bill Minovich's Citigroup - Salomon Smith Barney Experience November 2003 - April 2004
Job Currently seeking full time position
Industry Investment Management
Experience
Transamerica Retirement Solutions March 2014 - April 2015
BNY Mellon January 2011 - March 2014
Transamerica Asset Management/Diversified Investment Advisors April 2004 - September 2010
Citigroup (Salomon Smith Barney) November 2003 - April 2004
Bank of New York Mellon August 1992 - October 2003
Ernst & Young November 1987 - July 1992
Loeb & Troper October 1986 - October 1987
Empire Blue Cross & Blue Shield June 1984 - October 1986
Skills
Fund Accounting, Fund Administration, Mutual Funds, Budgets, Alternative Investments, Finance, Auditing, Portfolio Management, Equities, Investments, ETFs, Hedge Funds, SEC filings, Fixed Income, Valuation, Asset Management, Securities, Due Diligence, Financial Statements, Investment Management, Financial Reporting, Accounting, SEC Filings
Education
Fordham University 1980 — 1984
BS, Public Accounting, Accounting
Roosevelt High School, Yonkers, NY 1977 — 1980
High school diploma
Transamerica Retirement Solutions March 2014 - April 2015
BNY Mellon January 2011 - March 2014
Transamerica Asset Management/Diversified Investment Advisors April 2004 - September 2010
Citigroup (Salomon Smith Barney) November 2003 - April 2004
Bank of New York Mellon August 1992 - October 2003
Ernst & Young November 1987 - July 1992
Loeb & Troper October 1986 - October 1987
Empire Blue Cross & Blue Shield June 1984 - October 1986
Skills
Fund Accounting, Fund Administration, Mutual Funds, Budgets, Alternative Investments, Finance, Auditing, Portfolio Management, Equities, Investments, ETFs, Hedge Funds, SEC filings, Fixed Income, Valuation, Asset Management, Securities, Due Diligence, Financial Statements, Investment Management, Financial Reporting, Accounting, SEC Filings
Education
Fordham University 1980 — 1984
BS, Public Accounting, Accounting
Roosevelt High School, Yonkers, NY 1977 — 1980
High school diploma
Thomas Smolenski Thomas Smolenski's Citigroup - Salomon Smith Barney Experience September 2000 - November 2012
Job Computer Operator at Fahrenheit Consultant / Canon
Industry Financial Services
Experience
Fahrenheit Consultant / Canon August 2013 - Present
Citigroup Salomon Smith Barney September 2000 - November 2012
Citi 2000 - 2012
Skills
SDLC, Credit Cards, Disaster Recovery, Financial Services, Omegamon, Visio, Middle Office, Mainframe, Loans, Financial Risk, Trading Systems, CICS, Market Data, Options, Relationship Management, Banking, Asset Management, Retail Banking, Vendor Management, Securities, Credit, Mutual Funds, Credit Risk, Investments, Process Improvement, Risk Management, Electronic Trading, Human Resources, Access, Call Centers, Fixed Income, Equities, Business Analysis, Bloomberg, MVS, Back Office, DB2, Trading, Operations Management, Batch Processing, Computer Hardware, Portfolio Management, Derivatives, Capital Markets, Payments, Analysis, Financial Markets, ISPF, Management, Technical Support
Education
New York Institute of Technology-Old Westbury 1980 — 1984
Bachelor of Science (BS), Computer Science
Fahrenheit Consultant / Canon August 2013 - Present
Citigroup Salomon Smith Barney September 2000 - November 2012
Citi 2000 - 2012
Skills
SDLC, Credit Cards, Disaster Recovery, Financial Services, Omegamon, Visio, Middle Office, Mainframe, Loans, Financial Risk, Trading Systems, CICS, Market Data, Options, Relationship Management, Banking, Asset Management, Retail Banking, Vendor Management, Securities, Credit, Mutual Funds, Credit Risk, Investments, Process Improvement, Risk Management, Electronic Trading, Human Resources, Access, Call Centers, Fixed Income, Equities, Business Analysis, Bloomberg, MVS, Back Office, DB2, Trading, Operations Management, Batch Processing, Computer Hardware, Portfolio Management, Derivatives, Capital Markets, Payments, Analysis, Financial Markets, ISPF, Management, Technical Support
Education
New York Institute of Technology-Old Westbury 1980 — 1984
Bachelor of Science (BS), Computer Science
Edwin Sam Edwin Sam's Citigroup - Salomon Smith Barney Experience 1993 - 1999
Job Director of Client Transition Services at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services June 2014 - Present
The Conifer Group, LLC February 2010 - Present
Citigroup Global Markets Inc 2003 - November 2008
Citigroup Global Markets Inc 1999 - 2003
Citigroup - Salomon Smith Barney 1993 - 1999
Smith Barney 1986 - 1993
Smith Barney Harris Upham 1981 - 1986
Skills
Process Improvement, Prime Brokerage, Equities, Financial Services, Hedge Funds, Fixed Income, Trading Systems, Capital Markets, Leadership, CRM, Alternative Investments, Finance, Securities, Derivatives, Series 7, Relationship Management, Portfolio Management, Series 63
Education
Rutgers, The State University of New Jersey-Newark
Conifer Financial Services June 2014 - Present
The Conifer Group, LLC February 2010 - Present
Citigroup Global Markets Inc 2003 - November 2008
Citigroup Global Markets Inc 1999 - 2003
Citigroup - Salomon Smith Barney 1993 - 1999
Smith Barney 1986 - 1993
Smith Barney Harris Upham 1981 - 1986
Skills
Process Improvement, Prime Brokerage, Equities, Financial Services, Hedge Funds, Fixed Income, Trading Systems, Capital Markets, Leadership, CRM, Alternative Investments, Finance, Securities, Derivatives, Series 7, Relationship Management, Portfolio Management, Series 63
Education
Rutgers, The State University of New Jersey-Newark
John J. (JJ) McGirl John J. (JJ) McGirl's Citigroup - Salomon Smith Barney Experience September 1999 - September 2000
Job Financial Services Professional
Industry Financial Services
Experience
Viking Management Consulting January 2011 - Present
GRP Financial Services May 2008 - September 2009
CIBC World Markets September 2005 - April 2007
CIBC World Markets October 2000 - September 2005
Citigroup, Salomon Smith Barney September 1999 - September 2000
Skills
Bloomberg, Financial Analysis, Business Development, Real Estate Finance, Credit Analysis, Fixed Income, Analytics, Asset Managment, Series 7, Business, Business Analysis, Collaborative Problem..., Client Service Oriented, Communication Skills, Creativity, Customer Service, Emotional Intelligence, Financial Planning, Energy, Entrepreneurship, Investments, Investment Strategies, Leadership, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Word, Modeling, Personal Responsibility, Positivity, PowerPoint, Problem Solving, Pricing, Relationship Management, Teamwork, Visual Basic, Project Management
Education
NYU
Bachelor of Science (BS), Real Estate Finance
Franklin & Marshall College
Business Administration and Management, General
Viking Management Consulting January 2011 - Present
GRP Financial Services May 2008 - September 2009
CIBC World Markets September 2005 - April 2007
CIBC World Markets October 2000 - September 2005
Citigroup, Salomon Smith Barney September 1999 - September 2000
Skills
Bloomberg, Financial Analysis, Business Development, Real Estate Finance, Credit Analysis, Fixed Income, Analytics, Asset Managment, Series 7, Business, Business Analysis, Collaborative Problem..., Client Service Oriented, Communication Skills, Creativity, Customer Service, Emotional Intelligence, Financial Planning, Energy, Entrepreneurship, Investments, Investment Strategies, Leadership, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Word, Modeling, Personal Responsibility, Positivity, PowerPoint, Problem Solving, Pricing, Relationship Management, Teamwork, Visual Basic, Project Management
Education
NYU
Bachelor of Science (BS), Real Estate Finance
Franklin & Marshall College
Business Administration and Management, General
Charles Robson Charles Robson's Citigroup - Salomon Smith Barney Experience January 2001 - January 2003
Job Director Strategy / New Business Development
Industry Food Production
Experience
Amboy Group January 2014 - Present
Livingston Capital July 2013 - Present
Small Business Consulting January 2002 - Present
Maynard Brook Farm August 2012 - July 2013
Credit Suisse May 2008 - April 2010
Citigroup March 2006 - March 2008
Citigroup January 2005 - March 2006
CITIGROUP - Salomon Smith Barney January 2001 - January 2003
MARTIN PROGRESSIVE January 2000 - January 2001
THE BASKERVILL GROUP, LLC January 1996 - January 2000
Skills
Vendor Management, Hedge Funds, Trading Systems, Business Analysis, Program Management, IT Strategy, Market Data, ITIL, Integration, Strategy, Management, Business Process, Business Development, System Deployment, Project Management, Risk Management, SDLC
Education
New York University 2006 — 2010
BA, Economics
Brown University 1994 — 1995
Engineering, History
THE LANDING SCHOOL 1992 — 1993
Certificate, Small Boat Naval Architecture
Phillips Exeter Academy 1987 — 1991
Ligon GT magnet School
Amboy Group January 2014 - Present
Livingston Capital July 2013 - Present
Small Business Consulting January 2002 - Present
Maynard Brook Farm August 2012 - July 2013
Credit Suisse May 2008 - April 2010
Citigroup March 2006 - March 2008
Citigroup January 2005 - March 2006
CITIGROUP - Salomon Smith Barney January 2001 - January 2003
MARTIN PROGRESSIVE January 2000 - January 2001
THE BASKERVILL GROUP, LLC January 1996 - January 2000
Skills
Vendor Management, Hedge Funds, Trading Systems, Business Analysis, Program Management, IT Strategy, Market Data, ITIL, Integration, Strategy, Management, Business Process, Business Development, System Deployment, Project Management, Risk Management, SDLC
Education
New York University 2006 — 2010
BA, Economics
Brown University 1994 — 1995
Engineering, History
THE LANDING SCHOOL 1992 — 1993
Certificate, Small Boat Naval Architecture
Phillips Exeter Academy 1987 — 1991
Ligon GT magnet School
Donna M. Adam CFP®'s Citigroup - Salomon Smith Barney Experience 1997 - 2001
Job Founder
Industry Management Consulting
Experience
DMA Consulting Group L. Harris Partners, LLC 2001 - Present
Katz, Sapper & Miller 2007 - 2008
Institute for Family Foundations, LLC 2001 - 2002
Citigroup Salomon Smith Barney 1997 - 2001
Crowell, Weedon & Co. a division of D.A. Davidson & Co. 1993 - 1997
Merrill Lynch 1988 - 1993
Education
University of Southern California 1986 — 1987
Financial Planning Certification
College for Financial Planning 1985 — 1987
CFP - Certified Financial Planner
California State University-Long Beach
University of Hawaii at Manoa
DMA Consulting Group L. Harris Partners, LLC 2001 - Present
Katz, Sapper & Miller 2007 - 2008
Institute for Family Foundations, LLC 2001 - 2002
Citigroup Salomon Smith Barney 1997 - 2001
Crowell, Weedon & Co. a division of D.A. Davidson & Co. 1993 - 1997
Merrill Lynch 1988 - 1993
Education
University of Southern California 1986 — 1987
Financial Planning Certification
College for Financial Planning 1985 — 1987
CFP - Certified Financial Planner
California State University-Long Beach
University of Hawaii at Manoa
David A.A. Ross's Citigroup - Salomon Smith Barney Experience 1999 - January 2000
Job Marketing Communications | CMO | Developing and Implementing Transformational Branding | Business Development Strategies
Industry Financial Services
Experience
Viteos Fund Services 2013 - Present
HSBC Group PLC September 2010 - March 2013
T.Rowe Price July 2008 - September 2010
Merrill Lynch January 2000 - 2005
Citigroup Salomon Smith Barney 1999 - January 2000
Goldman Sachs 1997 - 1998
Reebok, Fitness Academy Austria 1992 - 1997
Skills
Corporate Branding, Public Relations, Digital Marketing, Mobile Marketing, Banking, Investment Banking, Program Management, Collateral, Marketing Communications, Relationship Management, RFP, Financial Markets, Securities, Trading, Content Strategy, Integrated Marketing, Strategy, Leadership, Competitive Analysis, Business Development, Analysis, Risk Management, Asset Management, Mutual Funds, Equities, Investments
Education
The Johns Hopkins University - Carey Business School 2009 — 2010
MBA, Business Administration and Leadership
Hofstra University 1989 — 1991
B.B.A., Banking and Finance
Florida Atlantic University 1985 — 1987
Bachelor of Business Administration (BBA) Course Study, Business
CFA Institute 2000 — 2000
CFA I, Financial Analysis
Landmark Education 1900 — 1900
Graduate, Innovative programs for living an extraordinary life
Newtown Boys R.C.
Viteos Fund Services 2013 - Present
HSBC Group PLC September 2010 - March 2013
T.Rowe Price July 2008 - September 2010
Merrill Lynch January 2000 - 2005
Citigroup Salomon Smith Barney 1999 - January 2000
Goldman Sachs 1997 - 1998
Reebok, Fitness Academy Austria 1992 - 1997
Skills
Corporate Branding, Public Relations, Digital Marketing, Mobile Marketing, Banking, Investment Banking, Program Management, Collateral, Marketing Communications, Relationship Management, RFP, Financial Markets, Securities, Trading, Content Strategy, Integrated Marketing, Strategy, Leadership, Competitive Analysis, Business Development, Analysis, Risk Management, Asset Management, Mutual Funds, Equities, Investments
Education
The Johns Hopkins University - Carey Business School 2009 — 2010
MBA, Business Administration and Leadership
Hofstra University 1989 — 1991
B.B.A., Banking and Finance
Florida Atlantic University 1985 — 1987
Bachelor of Business Administration (BBA) Course Study, Business
CFA Institute 2000 — 2000
CFA I, Financial Analysis
Landmark Education 1900 — 1900
Graduate, Innovative programs for living an extraordinary life
Newtown Boys R.C.
Aishia N. Snider Aishia N. Snider's Citigroup - Salomon Smith Barney Experience January 2001 - August 2002
Job Business Development Financial Services, Microsoft
Industry Information Technology and Services
Experience
Samsung SDS October 2014 - September 2015
Thomson Reuters March 2012 - April 2013
UBS May 2004 - May 2011
Nomura Securities August 2002 - May 2004
Citigroup - Salomon Smith Barney January 2001 - August 2002
Skills
Equities, Investor Relations, Series 7, Business Development, Equity Capital Markets, Cross Selling, Account Management, Sales, Institutional Sales, Investment Research, Series 63, Institutional Investors
Education
Drew University 1996 — 2000
Bachelor of Arts
Samsung SDS October 2014 - September 2015
Thomson Reuters March 2012 - April 2013
UBS May 2004 - May 2011
Nomura Securities August 2002 - May 2004
Citigroup - Salomon Smith Barney January 2001 - August 2002
Skills
Equities, Investor Relations, Series 7, Business Development, Equity Capital Markets, Cross Selling, Account Management, Sales, Institutional Sales, Investment Research, Series 63, Institutional Investors
Education
Drew University 1996 — 2000
Bachelor of Arts
Sahilis Rondon's Citigroup - Salomon Smith Barney Experience 2002 - 2003
Job Senior Asset Servicing
Industry Financial Services
Experience
Ares Management May 2012 - Present
Deutsche Bank July 2011 - May 2012
Goldman Sachs 2009 - 2010
Goldman Sachs 2007 - 2009
GlobeOp Financial Services 2005 - 2007
Citigroup/ Legg Mason 2003 - 2005
Citigroup /Salomon Smith Barney 2002 - 2003
Skills
Capital Markets, Asset Managment, Fixed Income, Derivatives, Hedge Funds, Asset Management, Corporate Actions, Bloomberg, Portfolio Management, Mutual Funds, Investments, Private Equity, Valuation, Trading, Financial Analysis, Finance, Equities
Education
State University of New York at Buffalo 1997 — 2002
BA, International Business and World Trade
Ares Management May 2012 - Present
Deutsche Bank July 2011 - May 2012
Goldman Sachs 2009 - 2010
Goldman Sachs 2007 - 2009
GlobeOp Financial Services 2005 - 2007
Citigroup/ Legg Mason 2003 - 2005
Citigroup /Salomon Smith Barney 2002 - 2003
Skills
Capital Markets, Asset Managment, Fixed Income, Derivatives, Hedge Funds, Asset Management, Corporate Actions, Bloomberg, Portfolio Management, Mutual Funds, Investments, Private Equity, Valuation, Trading, Financial Analysis, Finance, Equities
Education
State University of New York at Buffalo 1997 — 2002
BA, International Business and World Trade
Eric Winn Eric Winn's Citigroup - Salomon Smith Barney Experience August 1999 - December 2001
Job Managing Director at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities July 2008 - Present
Bear Stearns March 2006 - June 2008
Friedman Billings Ramsey August 2003 - February 2006
Citigroup (Salomon Smith Barney) August 1999 - December 2001
First Consulting Group July 1998 - July 1999
Skills
Mergers & Acquisitions, Investment Banking, Digital Media, Venture Capital, Valuation, Private Equity, Financial Modeling, Corporate Development, Private Placements, Corporate Finance, Equities, Due Diligence, Start-ups, IPO, Strategy, Capital Markets
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1997
B.S., Business Administration (Finance Concentration), Economics Minor
Pacific Crest Securities July 2008 - Present
Bear Stearns March 2006 - June 2008
Friedman Billings Ramsey August 2003 - February 2006
Citigroup (Salomon Smith Barney) August 1999 - December 2001
First Consulting Group July 1998 - July 1999
Skills
Mergers & Acquisitions, Investment Banking, Digital Media, Venture Capital, Valuation, Private Equity, Financial Modeling, Corporate Development, Private Placements, Corporate Finance, Equities, Due Diligence, Start-ups, IPO, Strategy, Capital Markets
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1997
B.S., Business Administration (Finance Concentration), Economics Minor
Kitanya Raymond's Citigroup - Salomon Smith Barney Experience September 2000 - July 2002
Job Manager, Technology Sourcing at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters January 2013 - September 2014
Thomson Reuters March 2011 - January 2013
Thomson Reuters April 2010 - March 2011
Thomson Financial April 2007 - April 2010
Thomson Financial June 2005 - April 2007
Thomson Financial May 2003 - June 2005
Citigroup/ Salomon Smith Barney September 2000 - July 2002
Skills
Project Management, PeopleSoft, Finance, Business Analysis, Portfolio Management, Salesforce.com, Financial Analysis, Process Improvement, Budgets, Access, Business Process..., Global Sourcing, SAP ERP, Business Objects, Oracle, SAP SRM, SDLC, SAP, Analysis, Vendor Management, Business Intelligence, Management, Program Management, Software Project..., Change Management, Visio, Sourcing, Leadership, Requirements Analysis
Education
Walden University 2011 — 2013
MBA, Corporate Finance, 3.9
State University of New York College at Buffalo 1995 — 2000
B.S. Business Administration, Finance
Thomson Reuters January 2013 - September 2014
Thomson Reuters March 2011 - January 2013
Thomson Reuters April 2010 - March 2011
Thomson Financial April 2007 - April 2010
Thomson Financial June 2005 - April 2007
Thomson Financial May 2003 - June 2005
Citigroup/ Salomon Smith Barney September 2000 - July 2002
Skills
Project Management, PeopleSoft, Finance, Business Analysis, Portfolio Management, Salesforce.com, Financial Analysis, Process Improvement, Budgets, Access, Business Process..., Global Sourcing, SAP ERP, Business Objects, Oracle, SAP SRM, SDLC, SAP, Analysis, Vendor Management, Business Intelligence, Management, Program Management, Software Project..., Change Management, Visio, Sourcing, Leadership, Requirements Analysis
Education
Walden University 2011 — 2013
MBA, Corporate Finance, 3.9
State University of New York College at Buffalo 1995 — 2000
B.S. Business Administration, Finance
Patricia Sibilia's Citigroup - Salomon Smith Barney Experience 2000 - 2002
Job
Industry Financial Services
Experience
Bethlehem Public Library February 2014 - Present
Sibilia Associates 2009 - Present
Citi 2013 - Present
Girl Scouts Northeastern NY 2001 - 2014
Citi 2012 - 2013
Citi Group May 2009 - June 2012
Citigroup Global Markets Inc 2002 - 2009
Citigroup - Salomon Smith Barney 2000 - 2002
Citigroup - Salomon Smith Barney 1996 - 2000
Smith Barney 1992 - 1996
Skills
Strategy, Program Management, Securities, Leadership, Equities, Management, Strategic Planning, Middle Office, Back Office, Budgets, Financial Services, Capital Markets, Fixed Income, Risk Management, Portfolio Management, Vendor Management, Project Management, Business Analysis, Project Planning, Banking, Series 7, Relationship Management, Business Process..., Financial Modeling, Prime Brokerage, IT Strategy, Mutual Funds, Investment Banking, Asset Management, SDLC, Finance, Derivatives, Quality Assurance, Investments, Trading Systems, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Financial Markets, Emerging Markets, Due Diligence, Bloomberg, Corporate Finance, Trading, Strategic Financial..., Series 63, Bonds, Options, Financial Risk, Wealth Management
Education
State University of New York at New Paltz 1976 — 1980
Bachelor's Degree
Mahopac High School 1972 — 1976
High School
Bethlehem Public Library February 2014 - Present
Sibilia Associates 2009 - Present
Citi 2013 - Present
Girl Scouts Northeastern NY 2001 - 2014
Citi 2012 - 2013
Citi Group May 2009 - June 2012
Citigroup Global Markets Inc 2002 - 2009
Citigroup - Salomon Smith Barney 2000 - 2002
Citigroup - Salomon Smith Barney 1996 - 2000
Smith Barney 1992 - 1996
Skills
Strategy, Program Management, Securities, Leadership, Equities, Management, Strategic Planning, Middle Office, Back Office, Budgets, Financial Services, Capital Markets, Fixed Income, Risk Management, Portfolio Management, Vendor Management, Project Management, Business Analysis, Project Planning, Banking, Series 7, Relationship Management, Business Process..., Financial Modeling, Prime Brokerage, IT Strategy, Mutual Funds, Investment Banking, Asset Management, SDLC, Finance, Derivatives, Quality Assurance, Investments, Trading Systems, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Financial Markets, Emerging Markets, Due Diligence, Bloomberg, Corporate Finance, Trading, Strategic Financial..., Series 63, Bonds, Options, Financial Risk, Wealth Management
Education
State University of New York at New Paltz 1976 — 1980
Bachelor's Degree
Mahopac High School 1972 — 1976
High School
Tracy Joseph's Citigroup - Salomon Smith Barney Experience March 1998 - July 2000
Job Program Manager at NYC Department of Education
Industry Financial Services
Experience
NYC Department of Education September 2012 - Present
NYC Department of Education January 2008 - September 2012
Temporary Agency August 2007 - December 2007
Citigroup Inc August 2000 - August 2007
Citigroup, Salomon Smith Barney March 1998 - July 2000
Skills
Human Resources, Talent Management, Recruiting, Performance Management, HRIS, Onboarding, Employee Relations, Benefits Administration, PeopleSoft, Employee Benefits, Interviews, New Hire Orientations, Training, Personnel Management
Education
The College of New Rochelle
Bachelor of Arts, Liberal Arts/Psychology
NYC Department of Education September 2012 - Present
NYC Department of Education January 2008 - September 2012
Temporary Agency August 2007 - December 2007
Citigroup Inc August 2000 - August 2007
Citigroup, Salomon Smith Barney March 1998 - July 2000
Skills
Human Resources, Talent Management, Recruiting, Performance Management, HRIS, Onboarding, Employee Relations, Benefits Administration, PeopleSoft, Employee Benefits, Interviews, New Hire Orientations, Training, Personnel Management
Education
The College of New Rochelle
Bachelor of Arts, Liberal Arts/Psychology
Singanallur Narayanan's Citigroup - Salomon Smith Barney Experience August 1998 - December 2003
Job Owner, Kuberon Capital LLC
Industry Investment Management
Experience
Kuberon Capital LLC October 2006 - Present
Bumi Sirotka Tennis 2005 - 2012
Bear Stearns Asset Management April 2005 - October 2006
Heckman Global Advisors January 2003 - March 2005
Citigroup Salomon Smith Barney August 1998 - December 2003
Bear Stearns Inc January 1998 - July 1998
Salomon Brothers Inc August 1996 - December 1997
Lehman Brothers Inc August 1992 - July 1996
Salomon Brothers Inc January 1989 - June 1992
Skills
Equities, Hold Series 7, Seies 66, Portfolio Management, Investments, Capital Markets, Asset Management, Investment Banking, Emerging Markets, Venture Capital, Corporate Finance, Equity Research, Asset Allocation, Investment Strategies, Mutual Funds
Education
Columbia University - Columbia Business School 1988 — 1989
MBA, Finance
The University of Texas at Arlington 1982 — 1984
M.S, Computer Science & Engineering
Indian Institute of Technology, Madras 1977 — 1982
B.Tech, Chemical Engineering
Kuberon Capital LLC October 2006 - Present
Bumi Sirotka Tennis 2005 - 2012
Bear Stearns Asset Management April 2005 - October 2006
Heckman Global Advisors January 2003 - March 2005
Citigroup Salomon Smith Barney August 1998 - December 2003
Bear Stearns Inc January 1998 - July 1998
Salomon Brothers Inc August 1996 - December 1997
Lehman Brothers Inc August 1992 - July 1996
Salomon Brothers Inc January 1989 - June 1992
Skills
Equities, Hold Series 7, Seies 66, Portfolio Management, Investments, Capital Markets, Asset Management, Investment Banking, Emerging Markets, Venture Capital, Corporate Finance, Equity Research, Asset Allocation, Investment Strategies, Mutual Funds
Education
Columbia University - Columbia Business School 1988 — 1989
MBA, Finance
The University of Texas at Arlington 1982 — 1984
M.S, Computer Science & Engineering
Indian Institute of Technology, Madras 1977 — 1982
B.Tech, Chemical Engineering
James Britt's Citigroup - Salomon Smith Barney Experience August 2002 - December 2003
Job AR Supervisor at McKesson
Industry Pharmaceuticals
Experience
McKesson October 2013 - Present
E.A. Renfroe August 2012 - Present
CVS Caremark Corporation January 2004 - July 2012
Citigroup Salomon Smith Barney August 2002 - December 2003
Citigroup Salomon Smith Barney December 2002 - July 2003
Patterson & Wagner 1998 - 1999
Patterson & Wagner 1998 - 1999
Skills
Financial Analysis, Financial Reporting, Analysis, Insurance, Sarbanes-Oxley Act, Variance Analysis, Forecasting, Auditing, PeopleSoft, Pharmacy Benefit..., Microsoft Excel, Invoicing, Access, Risk Management, Training, Microsoft Office, SAP, Negotiation, Accounting, Six Sigma, General Ledger, GAAP, Account Reconciliation, Process Improvement, Medicare Part D, Project Management, Microsoft Word, Finance, Outlook, Financial Accounting, Data Analysis, Financial Audits, Internal Audit, PowerPoint, Sarbanes-Oxley, Customer Service, Accounts Receivable, Trending, Financial Research, 10 Key Touch
Education
University of Phoenix 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General, 3.82
The University of Texas at San Antonio 1998 — 2000
B.B.A, Accounting
South Plains College 1995 — 1996
A.A.S, Business Administration
McKesson October 2013 - Present
E.A. Renfroe August 2012 - Present
CVS Caremark Corporation January 2004 - July 2012
Citigroup Salomon Smith Barney August 2002 - December 2003
Citigroup Salomon Smith Barney December 2002 - July 2003
Patterson & Wagner 1998 - 1999
Patterson & Wagner 1998 - 1999
Skills
Financial Analysis, Financial Reporting, Analysis, Insurance, Sarbanes-Oxley Act, Variance Analysis, Forecasting, Auditing, PeopleSoft, Pharmacy Benefit..., Microsoft Excel, Invoicing, Access, Risk Management, Training, Microsoft Office, SAP, Negotiation, Accounting, Six Sigma, General Ledger, GAAP, Account Reconciliation, Process Improvement, Medicare Part D, Project Management, Microsoft Word, Finance, Outlook, Financial Accounting, Data Analysis, Financial Audits, Internal Audit, PowerPoint, Sarbanes-Oxley, Customer Service, Accounts Receivable, Trending, Financial Research, 10 Key Touch
Education
University of Phoenix 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General, 3.82
The University of Texas at San Antonio 1998 — 2000
B.B.A, Accounting
South Plains College 1995 — 1996
A.A.S, Business Administration
Kathy Hutson's Citigroup - Salomon Smith Barney Experience 1996 - 1998
Job IBM Analytics
Industry Information Technology and Services
Experience
IBM April 2015 - Present
IBM 2004 - Present
McKinsey & Co 2000 - 2002
Federal Reserve Board July 2001 - August 2001
NY State Insurance Department 1998 - 1999
Citigroup Salomon Smith Barney 1996 - 1998
Skills
Strategic Planning, People Management, Insurance, Cross-functional Team..., Analytics, Research, Negotiation, Project Management, IT Strategy, Strategy, Mergers & Acquisitions, Leadership, Business Development, Entrepreneurship, Management Consulting, Program Management, Strategic Partnerships, Management, Business Transformation, New Business Development, Business Intelligence, Financial Analysis, Business Analysis, Marketing Strategy, Analysis, Enterprise Software, Mobile Devices, Business Strategy, Change Management, Competitive Analysis, Business Process..., Financial Services, Thought Leadership, Financial Modeling, Segmentation, CRM, Start-ups, Outsourcing
Education
Harvard University Kennedy School of Government 2002 — 2004
MPP
Lafayette College 1992 — 1996
Bachelor of Arts (B.A.)
IBM April 2015 - Present
IBM 2004 - Present
McKinsey & Co 2000 - 2002
Federal Reserve Board July 2001 - August 2001
NY State Insurance Department 1998 - 1999
Citigroup Salomon Smith Barney 1996 - 1998
Skills
Strategic Planning, People Management, Insurance, Cross-functional Team..., Analytics, Research, Negotiation, Project Management, IT Strategy, Strategy, Mergers & Acquisitions, Leadership, Business Development, Entrepreneurship, Management Consulting, Program Management, Strategic Partnerships, Management, Business Transformation, New Business Development, Business Intelligence, Financial Analysis, Business Analysis, Marketing Strategy, Analysis, Enterprise Software, Mobile Devices, Business Strategy, Change Management, Competitive Analysis, Business Process..., Financial Services, Thought Leadership, Financial Modeling, Segmentation, CRM, Start-ups, Outsourcing
Education
Harvard University Kennedy School of Government 2002 — 2004
MPP
Lafayette College 1992 — 1996
Bachelor of Arts (B.A.)
John Milone's Citigroup - Salomon Smith Barney Experience April 1998 - September 2003
Job Senior Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America April 2008 - Present
Bank of America September 2003 - April 2008
Citigroup (Salomon Smith Barney) April 1998 - September 2003
Merrill Lynch September 1996 - April 1998
Coopers and Lybrand, LLC August 1995 - September 1996
Chase Manhattan Bank September 1994 - August 1995
Skills
Program Management, Unix, Trading Systems, Fixed Income, Market Data, Leadership, SDLC, Electronic Trading, Risk Management, Vendor Management, Equities, Prime Brokerage, Sybase, Enterprise Architecture, IT Strategy, Equity Derivatives, Business Analysis, Integration, Low Latency, Credit Derivatives, Derivatives, Disaster Recovery, Portfolio Management, Data Center, IT Management, Middle Office, Financial Services, Reference Data, Options, Financial Risk, Investment Banking, Capital Markets, Market Risk, Trading, Equity Trading, Hedge Funds
Education
Stony Brook University 1990 — 1994
BS, Computer Science, Applied Mathematics
Bank of America April 2008 - Present
Bank of America September 2003 - April 2008
Citigroup (Salomon Smith Barney) April 1998 - September 2003
Merrill Lynch September 1996 - April 1998
Coopers and Lybrand, LLC August 1995 - September 1996
Chase Manhattan Bank September 1994 - August 1995
Skills
Program Management, Unix, Trading Systems, Fixed Income, Market Data, Leadership, SDLC, Electronic Trading, Risk Management, Vendor Management, Equities, Prime Brokerage, Sybase, Enterprise Architecture, IT Strategy, Equity Derivatives, Business Analysis, Integration, Low Latency, Credit Derivatives, Derivatives, Disaster Recovery, Portfolio Management, Data Center, IT Management, Middle Office, Financial Services, Reference Data, Options, Financial Risk, Investment Banking, Capital Markets, Market Risk, Trading, Equity Trading, Hedge Funds
Education
Stony Brook University 1990 — 1994
BS, Computer Science, Applied Mathematics
Karen Cassidy (kcassidy55@live.com)'s Citigroup - Salomon Smith Barney Experience February 1999 - September 2002
Job Managing Director , Treasurer at TDAmeritrade
Industry Financial Services
Experience
TDAmeritrade January 2015 - Present
Morgan Stanley May 2011 - January 2015
Watchung Borough Somerset, New Jersey January 2011 - April 2013
Citigroup September 2002 - April 2005
Citigroup-Salomon Smith Barney February 1999 - September 2002
Salomon Smith Barney January 1993 - March 1999
Primerica/ Smith Barney August 1990 - January 1993
Shearson Lehman Brothers 1982 - 1990
Skills
PeopleSoft, Fixed Income, Capital Markets, Asset Managment, Portfolio Management, Financial Services, Equities, Trading, Risk Management, Finance, Mergers, Hedge Funds, Back Office, Strategy, Business Strategy, Financial Analysis, Derivatives, Investment Banking, Securities, Mergers & Acquisitions, Private Equity, Emerging Markets, Wealth Management, Valuation, Financial Modeling, Prime Brokerage, Investments, Financial Markets, Series 7, Alternative Investments, Asset Management, Bonds, Due Diligence, Mutual Funds, Series 63, Structured Products, Corporate Finance, Funding, Trading Systems, Options, Bloomberg, Middle Office, Electronic Trading, Equity Derivatives, FINRA, Structured Finance, FX Options, Asset Allocation, Financial Risk, Strategic Financial...
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance/Economics
Monmouth University 1974 — 1978
BA, Business Adminstration
TDAmeritrade January 2015 - Present
Morgan Stanley May 2011 - January 2015
Watchung Borough Somerset, New Jersey January 2011 - April 2013
Citigroup September 2002 - April 2005
Citigroup-Salomon Smith Barney February 1999 - September 2002
Salomon Smith Barney January 1993 - March 1999
Primerica/ Smith Barney August 1990 - January 1993
Shearson Lehman Brothers 1982 - 1990
Skills
PeopleSoft, Fixed Income, Capital Markets, Asset Managment, Portfolio Management, Financial Services, Equities, Trading, Risk Management, Finance, Mergers, Hedge Funds, Back Office, Strategy, Business Strategy, Financial Analysis, Derivatives, Investment Banking, Securities, Mergers & Acquisitions, Private Equity, Emerging Markets, Wealth Management, Valuation, Financial Modeling, Prime Brokerage, Investments, Financial Markets, Series 7, Alternative Investments, Asset Management, Bonds, Due Diligence, Mutual Funds, Series 63, Structured Products, Corporate Finance, Funding, Trading Systems, Options, Bloomberg, Middle Office, Electronic Trading, Equity Derivatives, FINRA, Structured Finance, FX Options, Asset Allocation, Financial Risk, Strategic Financial...
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance/Economics
Monmouth University 1974 — 1978
BA, Business Adminstration
Olivia Park's Citigroup - Salomon Smith Barney Experience 2005 - 2006
Job Director of Investor Relations at Hudson Clean Energy Partners
Industry Banking
Experience
Hudson Clean Energy 2015 - Present
Hurley Capital 2014 - 2014
RainMakers Private Equity 2011 - 2014
Michel Dyens & Co. 2008 - 2011
Evercore Partners 2006 - 2008
Citigroup Salomon Smith Barney 2005 - 2006
Skills
Investor Relations, CRM, Private Equity, Marketing, Equities, Venture Capital, Mergers & Acquisitions, Due Diligence, Investments, Strategy, Analysis, Research, Management, Capital IQ, ThomsonOne, Factset, Investment Banking, Analytics
Education
New York University 2002 — 2006
Bachelor of Arts, Economics
Cours de Civilisation Française de la Sorbonne
French
Northern Highlands
Hudson Clean Energy 2015 - Present
Hurley Capital 2014 - 2014
RainMakers Private Equity 2011 - 2014
Michel Dyens & Co. 2008 - 2011
Evercore Partners 2006 - 2008
Citigroup Salomon Smith Barney 2005 - 2006
Skills
Investor Relations, CRM, Private Equity, Marketing, Equities, Venture Capital, Mergers & Acquisitions, Due Diligence, Investments, Strategy, Analysis, Research, Management, Capital IQ, ThomsonOne, Factset, Investment Banking, Analytics
Education
New York University 2002 — 2006
Bachelor of Arts, Economics
Cours de Civilisation Française de la Sorbonne
French
Northern Highlands
Patrick Kieran's Citigroup - Salomon Smith Barney Experience May 2000 - March 2007
Job Vice President Program Office Citigroup
Industry Banking
Experience
Citigroup March 2007 - Present
Citigroup: Salomon Smith Barney May 2000 - March 2007
Citigroup: Citibank July 1997 - May 2000
Skills
PMO, Project Delivery, Project Portfolio..., Vendor Management, IT Strategy, PMP, SDLC, IT Operations, Risk Management, Service Delivery, Business Analysis, Requirements Gathering, Disaster Recovery, Software Project..., IT Management, Business Intelligence, Project Management, ITIL, Outsourcing, Data Center, Business Process..., Visio, Business Continuity, IT Service Management, Information Technology, Security, Enterprise Architecture, Integration, Resource Management, Solution Architecture, Governance, Cross-functional Team..., Process Improvement, Business Process, Requirements Analysis, Program Management, Infrastructure
Education
Hofstra University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
Chaminade High School 1982 — 1986
High School Degree, College Prepatory
Citigroup March 2007 - Present
Citigroup: Salomon Smith Barney May 2000 - March 2007
Citigroup: Citibank July 1997 - May 2000
Skills
PMO, Project Delivery, Project Portfolio..., Vendor Management, IT Strategy, PMP, SDLC, IT Operations, Risk Management, Service Delivery, Business Analysis, Requirements Gathering, Disaster Recovery, Software Project..., IT Management, Business Intelligence, Project Management, ITIL, Outsourcing, Data Center, Business Process..., Visio, Business Continuity, IT Service Management, Information Technology, Security, Enterprise Architecture, Integration, Resource Management, Solution Architecture, Governance, Cross-functional Team..., Process Improvement, Business Process, Requirements Analysis, Program Management, Infrastructure
Education
Hofstra University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
Chaminade High School 1982 — 1986
High School Degree, College Prepatory
Rodrigue Plantin's Citigroup - Salomon Smith Barney Experience January 2003 - October 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Citigroup – Optimization Citibank –NA Branch Network September 2008 - Present
NYU Langone Medical Center 2013 - 2013
Citigroup – Optimization Citi-Financial Network February 2008 - September 2008
Citigroup – End of Life Project October 2005 - December 2007
Citigroup - Salomon Smith Barney January 2003 - October 2005
Citigroup - Salomon Smith Barney August 1999 - January 2003
RealTech Systems Corp. MTA Project March 1999 - August 1999
RCN Corporation October 1998 - March 1999
Skills
Certification – CCNP,..., Cisco Technologies, OSPF, Switches, CCNA, BGP, WAN, EIGRP, CCNP, Vendor Management, Servers, Troubleshooting, Routing, Routers, Infrastructure, Data Center, LAN-WAN, Cisco Routers, DHCP, Security, MPLS, Network Engineering, Networking, Disaster Recovery, Network Design, IP, Network Administration, Integration
Education
Binghamton University 1991 — 1995
Bachelor, Biology
Citigroup – Optimization Citibank –NA Branch Network September 2008 - Present
NYU Langone Medical Center 2013 - 2013
Citigroup – Optimization Citi-Financial Network February 2008 - September 2008
Citigroup – End of Life Project October 2005 - December 2007
Citigroup - Salomon Smith Barney January 2003 - October 2005
Citigroup - Salomon Smith Barney August 1999 - January 2003
RealTech Systems Corp. MTA Project March 1999 - August 1999
RCN Corporation October 1998 - March 1999
Skills
Certification – CCNP,..., Cisco Technologies, OSPF, Switches, CCNA, BGP, WAN, EIGRP, CCNP, Vendor Management, Servers, Troubleshooting, Routing, Routers, Infrastructure, Data Center, LAN-WAN, Cisco Routers, DHCP, Security, MPLS, Network Engineering, Networking, Disaster Recovery, Network Design, IP, Network Administration, Integration
Education
Binghamton University 1991 — 1995
Bachelor, Biology
Jack Xu's Citigroup - Salomon Smith Barney Experience April 1999 - March 2001
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2007 - Present
Bank of New York Mellon July 2006 - August 2007
Merrill Lynch March 2001 - July 2006
Citigroup (Salomon Smith Barney) April 1999 - March 2001
PricewaterhouseCoopers October 1997 - April 1999
Skills
US GAAP, Financial Reporting, IFRS, SEC reporting, Internal Controls, Audit, Management Reporting, Financial Planning &..., Regulatory Reporting, Broker/Dealer Accounting, Technical Accounting..., XBRL
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
City University of New York-Baruch College
BBA, Accounting
Morgan Stanley August 2007 - Present
Bank of New York Mellon July 2006 - August 2007
Merrill Lynch March 2001 - July 2006
Citigroup (Salomon Smith Barney) April 1999 - March 2001
PricewaterhouseCoopers October 1997 - April 1999
Skills
US GAAP, Financial Reporting, IFRS, SEC reporting, Internal Controls, Audit, Management Reporting, Financial Planning &..., Regulatory Reporting, Broker/Dealer Accounting, Technical Accounting..., XBRL
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
City University of New York-Baruch College
BBA, Accounting
Geoffrey Coley's Citigroup - Salomon Smith Barney Experience 2004 - October 2007
Job International Business Head at MUFG’s securities business
Industry Investment Banking
Experience
Mitsubishi UFJ Securities Holdings Co., Ltd. June 2014 - Present
Gleacher & Co. December 2011 - June 2013
Citadel Securities LLC February 2011 - September 2011
Chapdelaine & Co. September 2009 - December 2010
Citigroup (Salomon Smith Barney) 2004 - October 2007
Citigroup (Salomon Smith Barney) 2001 - 2003
Citigroup (Salomon Smith Barney) 1997 - 2001
Citigroup (Salomon Smith Barney) 1995 - 1997
Citigroup (Salomon Smith Barney) 1994 - 1995
Citigroup (Salomon Smith Barney) February 1986 - 1994
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Valuation, Alternative Investments, Investments, Trading, Structured Products, Derivatives, Private Equity, Asset Management
Education
University of New Hampshire
Bachelor's Degree, Business Administration
Mitsubishi UFJ Securities Holdings Co., Ltd. June 2014 - Present
Gleacher & Co. December 2011 - June 2013
Citadel Securities LLC February 2011 - September 2011
Chapdelaine & Co. September 2009 - December 2010
Citigroup (Salomon Smith Barney) 2004 - October 2007
Citigroup (Salomon Smith Barney) 2001 - 2003
Citigroup (Salomon Smith Barney) 1997 - 2001
Citigroup (Salomon Smith Barney) 1995 - 1997
Citigroup (Salomon Smith Barney) 1994 - 1995
Citigroup (Salomon Smith Barney) February 1986 - 1994
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Valuation, Alternative Investments, Investments, Trading, Structured Products, Derivatives, Private Equity, Asset Management
Education
University of New Hampshire
Bachelor's Degree, Business Administration
Bill Nimmo's Citigroup - Salomon Smith Barney Experience 1987 - 2001
Job Managing Director at Smith Barney
Industry Financial Services
Experience
Smith Barney September 1987 - Present
Citigroup - Salomon Smith Barney 1987 - 2001
Education
Manhattan College 1959 — 1963
BEE, Engineering, Math
Smith Barney September 1987 - Present
Citigroup - Salomon Smith Barney 1987 - 2001
Education
Manhattan College 1959 — 1963
BEE, Engineering, Math
Thomas Festa, CMT's Citigroup - Salomon Smith Barney Experience April 2001 - August 2001
Job Independent Agent at AFLAC
Industry Insurance
Experience
Aflac March 2015 - Present
MARKET TECHNICIANS ASSOCIATION, INC. March 2000 - Present
STELLA MARIS CAPITAL January 2008 - March 2015
XERXES TRADING LLC January 2005 - January 2008
CITIGROUP January 2003 - January 2005
WORLDCO FINANCIAL SERVICES LLC January 1997 - January 2003
CITIGROUP SALOMON SMITH BARNEY April 2001 - August 2001
DEAN WITTER REYNOLDS & CO January 1995 - January 1997
RYAN, BECK & CO. January 1993 - January 1995
Skills
Portfolio Management, Trading, Fixed Income, Equities, Options, Technical Analysis, Foreign Exchange, Commodity, Derivatives, Risk Management, Hedge Funds, Asset Allocation, Securities, Investments, TradeStation, Financial Analysis, Insurance, Futures, Options Strategies, Futures Trading, Municipal Bonds, Trading Systems, FX trading, FX Trading
Education
Rider University 1989 — 1993
Bachelor of Science in Business Administration (BSBA), Finance Major/ Sociology Minor, 3.92 GPA in Major. Deans List: 1989-1990.
Rider University 1989 — 1993
Bachelor of Science in Business Administration (BSBA), Finance, 3.92
Aflac March 2015 - Present
MARKET TECHNICIANS ASSOCIATION, INC. March 2000 - Present
STELLA MARIS CAPITAL January 2008 - March 2015
XERXES TRADING LLC January 2005 - January 2008
CITIGROUP January 2003 - January 2005
WORLDCO FINANCIAL SERVICES LLC January 1997 - January 2003
CITIGROUP SALOMON SMITH BARNEY April 2001 - August 2001
DEAN WITTER REYNOLDS & CO January 1995 - January 1997
RYAN, BECK & CO. January 1993 - January 1995
Skills
Portfolio Management, Trading, Fixed Income, Equities, Options, Technical Analysis, Foreign Exchange, Commodity, Derivatives, Risk Management, Hedge Funds, Asset Allocation, Securities, Investments, TradeStation, Financial Analysis, Insurance, Futures, Options Strategies, Futures Trading, Municipal Bonds, Trading Systems, FX trading, FX Trading
Education
Rider University 1989 — 1993
Bachelor of Science in Business Administration (BSBA), Finance Major/ Sociology Minor, 3.92 GPA in Major. Deans List: 1989-1990.
Rider University 1989 — 1993
Bachelor of Science in Business Administration (BSBA), Finance, 3.92