Citigroup Smith Barney
Citigroup Smith Barney List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citigroup Smith Barney. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Citigroup Smith Barney Salaries. You can even request information on how much does Citigroup Smith Barney pay if you want to. Learn about salaries, pros and cons of working for Citigroup Smith Barney 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!
226 Citigroup Smith Barney employees in database. Find out everything there's to know about Citigroup Smith Barney 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.
Citigroup Smith Barney Employees
Employee
Years
Job
Industry
Haley Barton Haley Barton's Citigroup Smith Barney Experience September 2008 - November 2008
Job Marketing Analytics Manager at LendUp
Industry Marketing and Advertising
Experience
LendUp August 2014 - Present
Xero February 2014 - July 2014
Greystripe November 2012 - January 2014
Allonhill May 2012 - September 2012
Allonhill August 2011 - May 2012
Allonhill June 2010 - August 2011
Journal of Applied Business Research (JABR) July 2010 - August 2010
Citigroup Smith Barney September 2008 - November 2008
Skills
Analysis, Salesforce.com, Data Analysis, Business Development, Training, Marketing, Competitive Analysis, Sales, Portfolio Management, Microsoft Excel, Team Building, Sales Operations, Finance, Loans, PowerPoint, Research, Credit Risk, Editing, Account Management, Management
Education
Colorado College 2006 — 2010
Bachelor of Arts, Mathematical Economics
LendUp August 2014 - Present
Xero February 2014 - July 2014
Greystripe November 2012 - January 2014
Allonhill May 2012 - September 2012
Allonhill August 2011 - May 2012
Allonhill June 2010 - August 2011
Journal of Applied Business Research (JABR) July 2010 - August 2010
Citigroup Smith Barney September 2008 - November 2008
Skills
Analysis, Salesforce.com, Data Analysis, Business Development, Training, Marketing, Competitive Analysis, Sales, Portfolio Management, Microsoft Excel, Team Building, Sales Operations, Finance, Loans, PowerPoint, Research, Credit Risk, Editing, Account Management, Management
Education
Colorado College 2006 — 2010
Bachelor of Arts, Mathematical Economics
Tomas Layrisse's Citigroup Smith Barney Experience January 2008 - May 2008
Job Client Services Manager at MSH Group
Industry Facilities Services
Experience
MSH Group October 2015 - Present
MSH Group December 2013 - Present
MSH Group January 2013 - Present
Merrill Lynch August 2012 - December 2012
Mercantil Commercebank N.A. 2011 - 2011
Citigroup Smith Barney January 2008 - May 2008
Mercantil Bank May 2006 - July 2006
Skills
Stata Software, Microsoft Excel, Spanish, Microsoft Word, Economics, English, Time Management, Financial Statements, Leadership, Human Resources, Finance, Account Management, Talent Acquisition, Business Development, Market Research, Strategy, Management, Employee Benefits, Recruiting, Analysis, Adquisición de talento, Estrategia, Talent Management, Interviews, Consulting, Microsoft Office
Education
Florida Atlantic University 2012 — 2013
Master’s Degree, Financial Economics
University of Tampa 2007 — 2010
Bachelor’s Degree, Science; Economics
University of Dayton 2006 — 2007
Bachelor’s Degree, Economics
MSH Group October 2015 - Present
MSH Group December 2013 - Present
MSH Group January 2013 - Present
Merrill Lynch August 2012 - December 2012
Mercantil Commercebank N.A. 2011 - 2011
Citigroup Smith Barney January 2008 - May 2008
Mercantil Bank May 2006 - July 2006
Skills
Stata Software, Microsoft Excel, Spanish, Microsoft Word, Economics, English, Time Management, Financial Statements, Leadership, Human Resources, Finance, Account Management, Talent Acquisition, Business Development, Market Research, Strategy, Management, Employee Benefits, Recruiting, Analysis, Adquisición de talento, Estrategia, Talent Management, Interviews, Consulting, Microsoft Office
Education
Florida Atlantic University 2012 — 2013
Master’s Degree, Financial Economics
University of Tampa 2007 — 2010
Bachelor’s Degree, Science; Economics
University of Dayton 2006 — 2007
Bachelor’s Degree, Economics
Kathleen Bender Kathleen Bender's Citigroup Smith Barney Experience February 2004 - August 2006
Job Operational Risk Manager at TD Bank NA
Industry Banking
Experience
TD Bank NA June 2011 - Present
Prudential International Insurance September 2007 - May 2010
Citigroup Smith Barney February 2004 - August 2006
Skills
Financial Risk, Investments, Insurance, Operational Risk, Credit Risk, Banking, Market Risk, Basel II, Credit, Risk Management, Fixed Income, Derivatives, Capital Markets, Portfolio Management, Loans, Enterprise Risk..., Structured Products, Equities, Operational Risk...
Education
Baruch College
work toward MBA, Economics
Ohio University
Bachelor of Arts (B.A.), English Language and Literature, General
TD Bank NA June 2011 - Present
Prudential International Insurance September 2007 - May 2010
Citigroup Smith Barney February 2004 - August 2006
Skills
Financial Risk, Investments, Insurance, Operational Risk, Credit Risk, Banking, Market Risk, Basel II, Credit, Risk Management, Fixed Income, Derivatives, Capital Markets, Portfolio Management, Loans, Enterprise Risk..., Structured Products, Equities, Operational Risk...
Education
Baruch College
work toward MBA, Economics
Ohio University
Bachelor of Arts (B.A.), English Language and Literature, General
Steve Castillo Steve Castillo's Citigroup Smith Barney Experience June 2007 - September 2007
Job Account Executive Small/Medium Businesses Healthcare and Life Sciences at Salesforce
Industry Information Technology and Services
Experience
Salesforce February 2015 - Present
salesforce.com January 2014 - Present
salesforce.com October 2012 - Present
Hewlett-Packard November 2010 - October 2012
San Jose State University August 2009 - August 2010
NetApp June 2008 - September 2008
Citigroup Smith Barney June 2007 - September 2007
Skills
Salesforce.com, Sales Operations, Leadership, Cloud Computing, Enterprise Software, Solution Selling, Management, Account Management, Sales, Selling, Cold Calling, SaaS, CRM, Strategy
Education
San Jose State University 2009 — 2010
MBA, General Management
California Polytechnic State University-San Luis Obispo 2004 — 2009
B.S., Finance and International Business
Salesforce February 2015 - Present
salesforce.com January 2014 - Present
salesforce.com October 2012 - Present
Hewlett-Packard November 2010 - October 2012
San Jose State University August 2009 - August 2010
NetApp June 2008 - September 2008
Citigroup Smith Barney June 2007 - September 2007
Skills
Salesforce.com, Sales Operations, Leadership, Cloud Computing, Enterprise Software, Solution Selling, Management, Account Management, Sales, Selling, Cold Calling, SaaS, CRM, Strategy
Education
San Jose State University 2009 — 2010
MBA, General Management
California Polytechnic State University-San Luis Obispo 2004 — 2009
B.S., Finance and International Business
Daryl Braley's Citigroup Smith Barney Experience October 2004 - September 2006
Job Operations Analyst / Credit Suisse Securities (USA) LLC at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
LPL Financial February 2015 - March 2015
Jefferies LLC May 2007 - December 2014
Bank of America Investment Services, Inc. October 2006 - May 2007
CitiGroup - Smith Barney October 2004 - September 2006
Skills
Fixed Income, Trading, Wealth Management, Portfolio Management, Equities, Derivatives, FINRA, Capital Markets, Series 7, Private Equity, Hedge Funds, Series 63, Options, Equity Trading, Middle Office, Investor Relations, Fixed Income Trading, Series 9, 10b5-1 Plans, DSPP, Management
Education
Austin College 1987 — 1990
Business Administration & Economics
Paris Junior College 1985 — 1987
Certificate of Diploma, Business Administration, 3.0
Credit Suisse May 2015 - Present
LPL Financial February 2015 - March 2015
Jefferies LLC May 2007 - December 2014
Bank of America Investment Services, Inc. October 2006 - May 2007
CitiGroup - Smith Barney October 2004 - September 2006
Skills
Fixed Income, Trading, Wealth Management, Portfolio Management, Equities, Derivatives, FINRA, Capital Markets, Series 7, Private Equity, Hedge Funds, Series 63, Options, Equity Trading, Middle Office, Investor Relations, Fixed Income Trading, Series 9, 10b5-1 Plans, DSPP, Management
Education
Austin College 1987 — 1990
Business Administration & Economics
Paris Junior College 1985 — 1987
Certificate of Diploma, Business Administration, 3.0
Denitresse Burns Denitresse Burns's Citigroup Smith Barney Experience June 2004 - October 2006
Job Manager, Supply Chain Integration at John Deere
Industry Machinery
Experience
John Deere July 2014 - Present
John Deere February 2013 - June 2014
John Deere June 2012 - March 2013
John Deere April 2011 - June 2012
John Deere April 2010 - April 2011
One Sister to Another Outreach Ministries, Inc. January 2005 - December 2010
John Deere August 2009 - July 2010
John Deere June 2008 - September 2008
Convergent Wealth Advisors October 2006 - July 2007
Citigroup Smith Barney June 2004 - October 2006
Skills
Business Planning, Customer Relations, Strategic Planning, Process Engineering, Social Media, Social Media Marketing, International Project..., Project Portfolio..., Cross Functional Team..., Cross Functional..., Cross Functional..., Digital Marketing, Event Planning, Event Management, Diversity & Inclusion, Business Process..., Business Development, Process Improvement, Project Management, Portfolio Management, Asset Allocation, Training Delivery, Corporate Communications, Agency Relationship..., Managed Agency, Customer Service, Analysis, Management Consulting, CRM, Training, Strategy, Cross-functional Team...
Education
The Tuck School of Business at Dartmouth 2007 — 2009
Master
Morgan State University 1998 — 2002
BS
John Deere July 2014 - Present
John Deere February 2013 - June 2014
John Deere June 2012 - March 2013
John Deere April 2011 - June 2012
John Deere April 2010 - April 2011
One Sister to Another Outreach Ministries, Inc. January 2005 - December 2010
John Deere August 2009 - July 2010
John Deere June 2008 - September 2008
Convergent Wealth Advisors October 2006 - July 2007
Citigroup Smith Barney June 2004 - October 2006
Skills
Business Planning, Customer Relations, Strategic Planning, Process Engineering, Social Media, Social Media Marketing, International Project..., Project Portfolio..., Cross Functional Team..., Cross Functional..., Cross Functional..., Digital Marketing, Event Planning, Event Management, Diversity & Inclusion, Business Process..., Business Development, Process Improvement, Project Management, Portfolio Management, Asset Allocation, Training Delivery, Corporate Communications, Agency Relationship..., Managed Agency, Customer Service, Analysis, Management Consulting, CRM, Training, Strategy, Cross-functional Team...
Education
The Tuck School of Business at Dartmouth 2007 — 2009
Master
Morgan State University 1998 — 2002
BS
Lauren Douglas's Citigroup Smith Barney Experience 2006 - 2006
Job Vice President at M&T Realty Capital Corporation
Industry Financial Services
Experience
M&T Realty Capital Corporation 2008 - Present
M&T Bank July 2007 - 2008
Citigroup, Smith Barney 2006 - 2006
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Consumer Lending, Portfolio Management, Credit Analysis, Credit Risk, Small Business Lending
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Part-Time
Cornell University 2003 — 2007
Bachelor of Science (BS), Dyson School of Business (Applied Economics and Management)
M&T Realty Capital Corporation 2008 - Present
M&T Bank July 2007 - 2008
Citigroup, Smith Barney 2006 - 2006
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Consumer Lending, Portfolio Management, Credit Analysis, Credit Risk, Small Business Lending
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Part-Time
Cornell University 2003 — 2007
Bachelor of Science (BS), Dyson School of Business (Applied Economics and Management)
Brian McKenna, CFA's Citigroup Smith Barney Experience April 1993 - March 2009
Job Regional Manager at Schwab Private Client Investment Advisory, Inc.
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc. March 2009 - Present
Citigroup Smith Barney April 1993 - March 2009
Skills
Chartered Financial..., Mutual Funds, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Financial Services, Portfolio Management
Education
Millsaps College 1990 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
University of Notre Dame 1983 — 1988
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
University of Notre Dame 1983 — 1988
Bachelor of Arts (B.A.), Government and International Affiars
Schwab Private Client Investment Advisory, Inc. March 2009 - Present
Citigroup Smith Barney April 1993 - March 2009
Skills
Chartered Financial..., Mutual Funds, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Financial Services, Portfolio Management
Education
Millsaps College 1990 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
University of Notre Dame 1983 — 1988
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
University of Notre Dame 1983 — 1988
Bachelor of Arts (B.A.), Government and International Affiars
Chris Doig Chris Doig's Citigroup Smith Barney Experience January 2005 - June 2006
Job Finance Manager at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group August 2007 - Present
RBC Dain Rauscher June 2006 - August 2007
Citigroup Smith Barney January 2005 - June 2006
Robert Half International August 2003 - December 2004
Piper Jaffray December 1999 - March 2003
Skills
Corporate Finance, Forecasting, Financial Analysis, Medicare, Medicare Advantage, Healthcare Risk..., Healthcare Industry, Finance, Capital Markets, Sales, Equities, Financial Modeling, Valuation, Mergers & Acquisitions, Investments
Education
Metropolitan State University
Bachelor of Science (B.S.), Business Administration and Management, General; Minor in Economics
UnitedHealth Group August 2007 - Present
RBC Dain Rauscher June 2006 - August 2007
Citigroup Smith Barney January 2005 - June 2006
Robert Half International August 2003 - December 2004
Piper Jaffray December 1999 - March 2003
Skills
Corporate Finance, Forecasting, Financial Analysis, Medicare, Medicare Advantage, Healthcare Risk..., Healthcare Industry, Finance, Capital Markets, Sales, Equities, Financial Modeling, Valuation, Mergers & Acquisitions, Investments
Education
Metropolitan State University
Bachelor of Science (B.S.), Business Administration and Management, General; Minor in Economics
Tim Klingensmith's Citigroup Smith Barney Experience January 2000 - November 2008
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James November 2008 - Present
Citigroup Smith Barney January 2000 - November 2008
Merrill Lynch August 1989 - January 2000
Jay County High School August 1976 - June 1989
Winchester Community High School June 1975 - June 1976
Skills
Retirement Planning, Wealth Management, Series 7, 401k Rollovers, Uniform Combined State...
Education
Ball State University 1977 — 1980
Masters of Public Administration, Political Science and Government, Economics
Ball State University 1970 — 1975
Bachelor of Applied Science (BASc), Economics/American History/Political Science
Raymond James November 2008 - Present
Citigroup Smith Barney January 2000 - November 2008
Merrill Lynch August 1989 - January 2000
Jay County High School August 1976 - June 1989
Winchester Community High School June 1975 - June 1976
Skills
Retirement Planning, Wealth Management, Series 7, 401k Rollovers, Uniform Combined State...
Education
Ball State University 1977 — 1980
Masters of Public Administration, Political Science and Government, Economics
Ball State University 1970 — 1975
Bachelor of Applied Science (BASc), Economics/American History/Political Science
Pamela Huang's Citigroup Smith Barney Experience May 2008 - December 2008
Job Product and Engagement Manager at BloomReach
Industry Internet
Experience
BloomReach May 2014 - Present
Cornerstone Research July 2011 - April 2014
McKinsey & Company April 2010 - May 2010
Global Crown Capital June 2009 - August 2009
Citigroup Smith Barney May 2008 - December 2008
Skills
Data Analysis, SAS, Analysis, Microsoft Excel, Research, Bloomberg, Due Diligence, Financial Modeling, Market Analysis, Microsoft Office, Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Fudan University 2010 — 2010
Business, Economics
BloomReach May 2014 - Present
Cornerstone Research July 2011 - April 2014
McKinsey & Company April 2010 - May 2010
Global Crown Capital June 2009 - August 2009
Citigroup Smith Barney May 2008 - December 2008
Skills
Data Analysis, SAS, Analysis, Microsoft Excel, Research, Bloomberg, Due Diligence, Financial Modeling, Market Analysis, Microsoft Office, Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Fudan University 2010 — 2010
Business, Economics
Santosh Maknikar Santosh Maknikar's Citigroup Smith Barney Experience September 2004 - April 2008
Job Director of Engineering at PurePredictive, Inc.
Industry Information Technology and Services
Experience
PurePredictive, Inc. 2014 - Present
Yoga For People - Nonprofit November 2010 - Present
Goldman Sachs 2012 - 2014
InComm January 2012 - December 2012
Overstock.com 2008 - 2012
Citigroup - Smith Barney September 2004 - April 2008
Tata Interactive systems August 2002 - January 2004
Skills
J2EE, Agile, Spring, Maven, REST, Java, XML, SVN, Intellej, Wicket, JSP, Velocity, Google App Engine, Amazon Web Services, JMS, Android, Tomcat, Apache, Resin, Agile Project Management, Certified Scrum Master..., Kanban, Dojo, Agile Methodologies, Online Retail, Eclipse, Scrum, Java Enterprise Edition, Web Services, Hibernate, SOAP, JUnit, Servlets, Subversion, Ant, Software Development, Amazon Web Services..., JBoss Application Server, Web Development, Unix, Software Engineering, Linux, Web Applications, User Experience, Design Patterns, .NET, HTML, Struts, Flex, Spring Framework
Education
MIT, Aurangabad, India 1998 — 2002
BE, Computer science & Engineering, Distinction
Scrum Alliance 2009 — 2009
ScrumMaster
Harvard Extesnion School 2008 — 2009
Internet Marketing statergies
IIT Bombay 2005 — 2005
ITPM, Informatin Technology and Project Managment
Latur
PurePredictive, Inc. 2014 - Present
Yoga For People - Nonprofit November 2010 - Present
Goldman Sachs 2012 - 2014
InComm January 2012 - December 2012
Overstock.com 2008 - 2012
Citigroup - Smith Barney September 2004 - April 2008
Tata Interactive systems August 2002 - January 2004
Skills
J2EE, Agile, Spring, Maven, REST, Java, XML, SVN, Intellej, Wicket, JSP, Velocity, Google App Engine, Amazon Web Services, JMS, Android, Tomcat, Apache, Resin, Agile Project Management, Certified Scrum Master..., Kanban, Dojo, Agile Methodologies, Online Retail, Eclipse, Scrum, Java Enterprise Edition, Web Services, Hibernate, SOAP, JUnit, Servlets, Subversion, Ant, Software Development, Amazon Web Services..., JBoss Application Server, Web Development, Unix, Software Engineering, Linux, Web Applications, User Experience, Design Patterns, .NET, HTML, Struts, Flex, Spring Framework
Education
MIT, Aurangabad, India 1998 — 2002
BE, Computer science & Engineering, Distinction
Scrum Alliance 2009 — 2009
ScrumMaster
Harvard Extesnion School 2008 — 2009
Internet Marketing statergies
IIT Bombay 2005 — 2005
ITPM, Informatin Technology and Project Managment
Latur
Jennifer Yu Jennifer Yu's Citigroup Smith Barney Experience June 2007 - September 2007
Job Area Manager at Amazon
Industry Logistics and Supply Chain
Experience
Amazon March 2015 - Present
McMaster-Carr October 2012 - May 2014
Anixter April 2012 - September 2012
Anixter January 2012 - April 2012
Anixter November 2010 - December 2011
Talent Resource Solutions June 2010 - October 2010
Citigroup Smith Barney June 2007 - September 2007
Skills
Transportation, Purchasing, Management, Cross-functional Team..., Supply Chain, Analysis, Leadership, Negotiation, Sourcing, Training, Recruiting, Warehousing, Supply Chain Management, Time Management, Logistics, Operations Management, Process Improvement
Education
Northwestern University
Bachelor's Degree, Economics
National Taiwan University 2005 — 2005
Mandarin Chinese Language Program
Amazon March 2015 - Present
McMaster-Carr October 2012 - May 2014
Anixter April 2012 - September 2012
Anixter January 2012 - April 2012
Anixter November 2010 - December 2011
Talent Resource Solutions June 2010 - October 2010
Citigroup Smith Barney June 2007 - September 2007
Skills
Transportation, Purchasing, Management, Cross-functional Team..., Supply Chain, Analysis, Leadership, Negotiation, Sourcing, Training, Recruiting, Warehousing, Supply Chain Management, Time Management, Logistics, Operations Management, Process Improvement
Education
Northwestern University
Bachelor's Degree, Economics
National Taiwan University 2005 — 2005
Mandarin Chinese Language Program
Brant Despathy's Citigroup Smith Barney Experience January 2001 - May 2009
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2009 - Present
Citigroup Smith Barney January 2001 - May 2009
Merrill Lynch October 1994 - January 2001
Education
University of Massachusetts at Amherst - Isenberg School of Management 1985 — 1989
Bachelor of Science (BS)
RBC Wealth Management May 2009 - Present
Citigroup Smith Barney January 2001 - May 2009
Merrill Lynch October 1994 - January 2001
Education
University of Massachusetts at Amherst - Isenberg School of Management 1985 — 1989
Bachelor of Science (BS)
Kevin Inglis Kevin Inglis's Citigroup Smith Barney Experience January 2005 - January 2006
Job Real Estate Agent at Lattimer Realty
Industry Financial Services
Experience
Lattimer Realty November 2014 - Present
Blue Eagle Corporation August 2014 - Present
Multi-Bank Securities, Inc. October 2013 - July 2014
Total Bank Solutions March 2010 - May 2013
Total Bank Solutions January 2008 - March 2010
Total Bank Solutions March 2007 - January 2008
PTG Capital May 2006 - March 2007
Citigroup-Smith Barney January 2005 - January 2006
Skills
New Business Development, Sales Management, Access, Wealth Management, Microsoft Excel, Outlook, Investments, Mutual Funds, Bloomberg, Microsoft Office, Securities, Credit, Equities, PowerPoint, Microsoft Word, Loans, Trading, Portfolio Management, Leadership, Analysis, Banking, Management, Financial Analysis, Asset Management, Series 63, Sales, Fixed Income, Time Management, Series 7
Education
Monmouth University 2002 — 2006
Bachelor, Finance and Marketing
DeSmet Jesuit High School 1998 — 2002
H.S
Lattimer Realty November 2014 - Present
Blue Eagle Corporation August 2014 - Present
Multi-Bank Securities, Inc. October 2013 - July 2014
Total Bank Solutions March 2010 - May 2013
Total Bank Solutions January 2008 - March 2010
Total Bank Solutions March 2007 - January 2008
PTG Capital May 2006 - March 2007
Citigroup-Smith Barney January 2005 - January 2006
Skills
New Business Development, Sales Management, Access, Wealth Management, Microsoft Excel, Outlook, Investments, Mutual Funds, Bloomberg, Microsoft Office, Securities, Credit, Equities, PowerPoint, Microsoft Word, Loans, Trading, Portfolio Management, Leadership, Analysis, Banking, Management, Financial Analysis, Asset Management, Series 63, Sales, Fixed Income, Time Management, Series 7
Education
Monmouth University 2002 — 2006
Bachelor, Finance and Marketing
DeSmet Jesuit High School 1998 — 2002
H.S
Kaci Twist Kaci Twist's Citigroup Smith Barney Experience June 2007 - February 2010
Job Private Wealth Management at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group February 2015 - Present
The Rohatyn Group August 2014 - February 2015
Morgan Stanley Wealth Management August 2012 - August 2014
Morgan Stanley Smith Barney May 2011 - August 2012
Morgan Stanley Smith Barney February 2010 - May 2011
Citigroup Smith Barney June 2007 - February 2010
Citigroup Smith Barney July 2005 - June 2007
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Investor Relations, Private Equity, Wealth Management
Education
Rowan University
Bachelor of Science (B.S.), Finance, General
The Blackstone Group February 2015 - Present
The Rohatyn Group August 2014 - February 2015
Morgan Stanley Wealth Management August 2012 - August 2014
Morgan Stanley Smith Barney May 2011 - August 2012
Morgan Stanley Smith Barney February 2010 - May 2011
Citigroup Smith Barney June 2007 - February 2010
Citigroup Smith Barney July 2005 - June 2007
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Investor Relations, Private Equity, Wealth Management
Education
Rowan University
Bachelor of Science (B.S.), Finance, General
Benjamin Fischbein Benjamin Fischbein's Citigroup Smith Barney Experience June 2006 - December 2006
Job Digital Director at Correct The Record
Industry Internet
Experience
Correct The Record December 2013 - Present
BlastRoots, Inc. February 2013 - January 2014
BlastRoots, Inc. January 2012 - February 2013
Sparkpoint Strategies July 2010 - January 2012
Integrity Interactive Marketing and Branding January 2010 - January 2012
Fisch Media October 2005 - April 2010
Koppen Group June 2007 - January 2009
Citigroup Smith Barney June 2006 - December 2006
Skills
Product Management, Interactive Marketing, Mobile Advertising, Online Marketing, Product Development, Social Media Marketing, Project Management, Start-ups, Online Advertising, Community Management, Operations Management, Online Community..., Six Sigma, Social Media, Public Relations, Digital Marketing, CRM, SEO, SEM, Email Marketing, User Experience, Social Networking, Campaign Management, Integrated Marketing
Education
American University 2003 — 2007
BA, History
Correct The Record December 2013 - Present
BlastRoots, Inc. February 2013 - January 2014
BlastRoots, Inc. January 2012 - February 2013
Sparkpoint Strategies July 2010 - January 2012
Integrity Interactive Marketing and Branding January 2010 - January 2012
Fisch Media October 2005 - April 2010
Koppen Group June 2007 - January 2009
Citigroup Smith Barney June 2006 - December 2006
Skills
Product Management, Interactive Marketing, Mobile Advertising, Online Marketing, Product Development, Social Media Marketing, Project Management, Start-ups, Online Advertising, Community Management, Operations Management, Online Community..., Six Sigma, Social Media, Public Relations, Digital Marketing, CRM, SEO, SEM, Email Marketing, User Experience, Social Networking, Campaign Management, Integrated Marketing
Education
American University 2003 — 2007
BA, History
Steven Bartfield, CFA Steven Bartfield, CFA's Citigroup Smith Barney Experience 2008 - 2009
Job Compliance Officer at ICAP
Industry Financial Services
Experience
ICAP September 2014 - Present
National Futures Association June 2011 - September 2014
Group One Trading, LP 2010 - 2010
Nuveen Investments 2009 - 2009
Citigroup Smith Barney 2008 - 2009
Education
University of Chicago 2012 — 2014
Master's degree, Computer Science
Loyola University of Chicago 2007 — 2011
BBA, Major in Finance, Accounting, and Economics
ICAP September 2014 - Present
National Futures Association June 2011 - September 2014
Group One Trading, LP 2010 - 2010
Nuveen Investments 2009 - 2009
Citigroup Smith Barney 2008 - 2009
Education
University of Chicago 2012 — 2014
Master's degree, Computer Science
Loyola University of Chicago 2007 — 2011
BBA, Major in Finance, Accounting, and Economics
Dave Sebastian, CA Dave Sebastian, CA's Citigroup Smith Barney Experience 2005 - 2005
Job Senior Fund Accountant at Apex Fund Services
Industry Accounting
Experience
Apex Fund Services (North America) June 2015 - Present
Wolrige Mahon LLP September 2008 - February 2015
Wachovia Bank 2007 - 2007
ABN AMRO Bank N.V. 2006 - 2007
Goldman Sachs 2006 - 2006
Man Group 2005 - 2005
CitiGroup Smith Barney 2005 - 2005
KPMG UK 2004 - 2004
Vodafone 2004 - 2004
Education
CA School of Business (CASB) 2008 — 2010
Chartered Financial Analyst course 2008 — 2009
Level 1 completed
Athabasca University 2007 — 2008
Canadian Securities Course
With Honours
The University of British Columbia / UBC 1995 — 1999
Bachelor of Commerce (BCom), Accounting and Finance
Apex Fund Services (North America) June 2015 - Present
Wolrige Mahon LLP September 2008 - February 2015
Wachovia Bank 2007 - 2007
ABN AMRO Bank N.V. 2006 - 2007
Goldman Sachs 2006 - 2006
Man Group 2005 - 2005
CitiGroup Smith Barney 2005 - 2005
KPMG UK 2004 - 2004
Vodafone 2004 - 2004
Education
CA School of Business (CASB) 2008 — 2010
Chartered Financial Analyst course 2008 — 2009
Level 1 completed
Athabasca University 2007 — 2008
Canadian Securities Course
With Honours
The University of British Columbia / UBC 1995 — 1999
Bachelor of Commerce (BCom), Accounting and Finance
Richard Galante Richard Galante's Citigroup Smith Barney Experience 2006 - 2006
Job Senior Sales Associate, Client Services at S&P Dow Jones Indices
Industry Financial Services
Experience
S&P Dow Jones Indices 2014 - Present
Hatstand 2014 - 2014
Thomson Reuters 2011 - 2014
Thomson Reuters 2010 - 2011
Thomson Reuters 2010 - 2010
Thomson Reuters 2007 - 2010
Citigroup Smith Barney 2006 - 2006
Skills
Market Data, Financial Markets, Investments, Portfolio Management, Financial Services, Investment Management, CRM, Finance, Strategy, Securities, Management, Sales, Product Management, Bonds, Research, Customer Satisfaction, Microsoft Office, Analytics, Fixed Income, Equities, Asset Management, Customer Service, Microsoft Excel, Customer Support, Analysis, Market Research, Leadership, Financial Modeling, Financial Analysis, Team Leadership, Training, Hedge Funds, Vendor Management, Investment Strategies, Customer Retention, Bloomberg Terminal
Education
Fairleigh Dickinson University 2003 — 2006
Bachelor of Science, Business Administration; Finance and Economics
S&P Dow Jones Indices 2014 - Present
Hatstand 2014 - 2014
Thomson Reuters 2011 - 2014
Thomson Reuters 2010 - 2011
Thomson Reuters 2010 - 2010
Thomson Reuters 2007 - 2010
Citigroup Smith Barney 2006 - 2006
Skills
Market Data, Financial Markets, Investments, Portfolio Management, Financial Services, Investment Management, CRM, Finance, Strategy, Securities, Management, Sales, Product Management, Bonds, Research, Customer Satisfaction, Microsoft Office, Analytics, Fixed Income, Equities, Asset Management, Customer Service, Microsoft Excel, Customer Support, Analysis, Market Research, Leadership, Financial Modeling, Financial Analysis, Team Leadership, Training, Hedge Funds, Vendor Management, Investment Strategies, Customer Retention, Bloomberg Terminal
Education
Fairleigh Dickinson University 2003 — 2006
Bachelor of Science, Business Administration; Finance and Economics
Kevin Twomey Kevin Twomey's Citigroup Smith Barney Experience May 2008 - August 2008
Job Business Development Manager, North America at Deltasight
Industry Information Technology and Services
Experience
Century Capital Management August 2010 - July 2011
Morgan Stanley Smith Barney May 2009 - September 2009
Citigroup Smith Barney May 2008 - August 2008
Skills
Investments, Microsoft Excel, Equities, Financial Advisory, Analysis, SQL, Data Analysis, Relational Databases
Education
London School of Economics and Political Science 2012 — 2013
Master of Science (M.Sc.), International Affairs
Peking University 2011 — 2012
Master of Science (M.Sc.), International Affairs
Wheaton College (MA) 2007 — 2011
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2009 — 2010
General Course, Economic History
St. John's Preparatory School 2003 — 2007
Diploma
Century Capital Management August 2010 - July 2011
Morgan Stanley Smith Barney May 2009 - September 2009
Citigroup Smith Barney May 2008 - August 2008
Skills
Investments, Microsoft Excel, Equities, Financial Advisory, Analysis, SQL, Data Analysis, Relational Databases
Education
London School of Economics and Political Science 2012 — 2013
Master of Science (M.Sc.), International Affairs
Peking University 2011 — 2012
Master of Science (M.Sc.), International Affairs
Wheaton College (MA) 2007 — 2011
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2009 — 2010
General Course, Economic History
St. John's Preparatory School 2003 — 2007
Diploma
Franco Bulaon Franco Bulaon's Citigroup Smith Barney Experience November 2006 - April 2007
Job Admissions Advisor/ Recruiter at University of WashingtonBothell
Industry Higher Education
Experience
University of Washington, Bothell September 2015 - Present
Northwest College of Art & Design (NCAD) October 2013 - January 2015
MIT Sloan School of Management August 2011 - June 2013
Film, TV, and Theater January 2004 - August 2011
US Census Bureau March 2010 - August 2010
New York Metropolitan Collaborative Theater January 2005 - November 2007
Citigroup Smith Barney November 2006 - April 2007
Skills
conversant in Tagalog, Theatre, Video Production, Performing Arts, Editing, Social Media, Commercials, Marketing, Interviews, Leadership, Photography, Film, Recruiting, Entertainment, Higher Education, Event Planning
Education
Bard College 1999 — 2003
Bachelor of Arts, Theatre/Acting
University of Washington, Bothell September 2015 - Present
Northwest College of Art & Design (NCAD) October 2013 - January 2015
MIT Sloan School of Management August 2011 - June 2013
Film, TV, and Theater January 2004 - August 2011
US Census Bureau March 2010 - August 2010
New York Metropolitan Collaborative Theater January 2005 - November 2007
Citigroup Smith Barney November 2006 - April 2007
Skills
conversant in Tagalog, Theatre, Video Production, Performing Arts, Editing, Social Media, Commercials, Marketing, Interviews, Leadership, Photography, Film, Recruiting, Entertainment, Higher Education, Event Planning
Education
Bard College 1999 — 2003
Bachelor of Arts, Theatre/Acting
Eric Christopher Hakanson Eric Christopher Hakanson's Citigroup Smith Barney Experience August 2006 - February 2007
Job Product Strategy Manager, Pearson Education
Industry E-Learning
Experience
Pearson North America April 2012 - Present
Pearson Learning Solutions March 2010 - May 2012
Pearson Education February 2007 - March 2010
Citigroup Smith Barney August 2006 - February 2007
The Ski Market August 2006 - February 2007
S/V Augustina 2006 - 2006
S/V Augustina 2006 - 2006
S/V Augustina 2006 - 2006
Skills
Academic Publishing, Analysis, Content Development, Digital Media, E-Learning, Publishing, Sales, Online Publishing, Sales Management, Textbooks, Content Management, Marketing, Ebooks, Leadership
Education
Dickinson College 2002 — 2006
International Studies, Western Europe
Glastonbury High School 1998 — 2002
Pearson North America April 2012 - Present
Pearson Learning Solutions March 2010 - May 2012
Pearson Education February 2007 - March 2010
Citigroup Smith Barney August 2006 - February 2007
The Ski Market August 2006 - February 2007
S/V Augustina 2006 - 2006
S/V Augustina 2006 - 2006
S/V Augustina 2006 - 2006
Skills
Academic Publishing, Analysis, Content Development, Digital Media, E-Learning, Publishing, Sales, Online Publishing, Sales Management, Textbooks, Content Management, Marketing, Ebooks, Leadership
Education
Dickinson College 2002 — 2006
International Studies, Western Europe
Glastonbury High School 1998 — 2002
Leonard Nolan's Citigroup Smith Barney Experience March 2000 - March 2006
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2006 - Present
Citigroup Smith Barney March 2000 - March 2006
Merrill Lynch March 1997 - March 2000
Education
Boston College 1969 — 1973
Bachelor of Science (B.S.), Accounting
Morgan Stanley Smith Barney March 2006 - Present
Citigroup Smith Barney March 2000 - March 2006
Merrill Lynch March 1997 - March 2000
Education
Boston College 1969 — 1973
Bachelor of Science (B.S.), Accounting
Deloris Hummel, CFA Deloris Hummel, CFA's Citigroup Smith Barney Experience February 2007 - February 2009
Job Senior Portfolio Manager, CFA
Industry Investment Management
Experience
Bank of Texas March 2009 - Present
Citigroup Smith Barney February 2007 - February 2009
Bank of America September 1982 - February 2007
Skills
Investments, Wealth Management, Asset Allocation, High Net Worth..., Charitable Trusts
Education
Midwestern State University 1978 — 1982
BBA, Finance
Bank of Texas March 2009 - Present
Citigroup Smith Barney February 2007 - February 2009
Bank of America September 1982 - February 2007
Skills
Investments, Wealth Management, Asset Allocation, High Net Worth..., Charitable Trusts
Education
Midwestern State University 1978 — 1982
BBA, Finance
William Bird William Bird's Citigroup Smith Barney Experience May 1997 - September 2007
Job Equity Research Analyst at FBR
Industry Investment Management
Experience
FBR October 2013 - Present
Lazard Capital Markets November 2010 - October 2013
Bank of America / Merrill Lynch 2009 - November 2010
Steinberg Asset Management September 2007 - July 2009
Citigroup Smith Barney May 1997 - September 2007
Merrill Lynch, Pierce, Fenner & Smith Inc. 1993 - 1997
Meadowcroft 1991 - 1992
Skills
Equity Research, Investments, Portfolio Management, Stocks, Financial Modeling, Equities, Alternative Investments, Valuation, Series 7, Hedge Funds, Asset Management, Investor Relations, Strategic Planning, Business Strategy, Bloomberg, Equity Valuation, Finance, Investment Banking, Capital Markets
Education
Harvard University 1984 — 1988
BA, History
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Syosset High School
FBR October 2013 - Present
Lazard Capital Markets November 2010 - October 2013
Bank of America / Merrill Lynch 2009 - November 2010
Steinberg Asset Management September 2007 - July 2009
Citigroup Smith Barney May 1997 - September 2007
Merrill Lynch, Pierce, Fenner & Smith Inc. 1993 - 1997
Meadowcroft 1991 - 1992
Skills
Equity Research, Investments, Portfolio Management, Stocks, Financial Modeling, Equities, Alternative Investments, Valuation, Series 7, Hedge Funds, Asset Management, Investor Relations, Strategic Planning, Business Strategy, Bloomberg, Equity Valuation, Finance, Investment Banking, Capital Markets
Education
Harvard University 1984 — 1988
BA, History
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Syosset High School
Susie Levitt Susie Levitt's Citigroup Smith Barney Experience 2008 - 2008
Job East Coast Key Account Executive Ted Baker Footwear
Industry Consumer Goods
Experience
Pentland Brands November 2013 - Present
FUNK-tional Footwear (d/b/a CitySlips). August 2008 - October 2013
Citigroup - Smith Barney 2008 - 2008
Skills
Entrepreneurship, Start-ups, Facebook, Social Media, Product Development, New Business Development, Business Strategy, Consumer Products, Marketing, Strategic Planning, Business Development, Sales, Brand Development, Start-up Ventures
Education
New York University 2005 — 2009
Bachelor's, Economics & Business
Pentland Brands November 2013 - Present
FUNK-tional Footwear (d/b/a CitySlips). August 2008 - October 2013
Citigroup - Smith Barney 2008 - 2008
Skills
Entrepreneurship, Start-ups, Facebook, Social Media, Product Development, New Business Development, Business Strategy, Consumer Products, Marketing, Strategic Planning, Business Development, Sales, Brand Development, Start-up Ventures
Education
New York University 2005 — 2009
Bachelor's, Economics & Business
Darren Shan Darren Shan's Citigroup Smith Barney Experience June 2006 - January 2007
Job Associate Editor at DC Comics
Industry Entertainment
Experience
DC Entertainment/Warner Bros. April 2014 - Present
DC Entertainment/Warner Bros. January 2011 - April 2014
DC Comics September 2007 - December 2010
Citigroup Smith Barney June 2006 - January 2007
Skills
Storytelling, Publishing, Editing, Editorial, Publications, Copy Editing, Copywriting, Creative Writing, Digital Media, Mac, Entertainment, Story Editing, Sequential Art, Photoshop, Adobe Creative Suite, InDesign, Illustrator, Project Management, Visual Storytelling
Education
New York University 2010 — 2013
Certificate in Publishing
New York University
Associate of Arts (A.A.)
University of Maryland, College
Bachelor of Arts Degree, Economics
DC Entertainment/Warner Bros. April 2014 - Present
DC Entertainment/Warner Bros. January 2011 - April 2014
DC Comics September 2007 - December 2010
Citigroup Smith Barney June 2006 - January 2007
Skills
Storytelling, Publishing, Editing, Editorial, Publications, Copy Editing, Copywriting, Creative Writing, Digital Media, Mac, Entertainment, Story Editing, Sequential Art, Photoshop, Adobe Creative Suite, InDesign, Illustrator, Project Management, Visual Storytelling
Education
New York University 2010 — 2013
Certificate in Publishing
New York University
Associate of Arts (A.A.)
University of Maryland, College
Bachelor of Arts Degree, Economics
Anton Leynov's Citigroup Smith Barney Experience July 2006 - September 2006
Job Operations, Programs, and Project Management
Industry Nonprofit Organization Management
Experience
HelpMeSee May 2013 - July 2015
Citi Habitats September 2012 - May 2013
Weeels June 2012 - August 2012
Xin Dong Fang, New Oriental June 2011 - September 2011
Cygnet Systems April 2008 - May 2011
Citigroup Smith Barney July 2006 - September 2006
Skills
Accounting, Finance, Management, Macroeconomics, Microeconomics, Public Policy, Return on Investment..., Social Policy, Taxations, Microsoft Excel, Microsoft Office, QuickBooks, Customer Service, Financial Analysis, PowerPoint, Data Analysis, Public Speaking
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
Finance and Investments, BBA, Finance and Investments
HelpMeSee May 2013 - July 2015
Citi Habitats September 2012 - May 2013
Weeels June 2012 - August 2012
Xin Dong Fang, New Oriental June 2011 - September 2011
Cygnet Systems April 2008 - May 2011
Citigroup Smith Barney July 2006 - September 2006
Skills
Accounting, Finance, Management, Macroeconomics, Microeconomics, Public Policy, Return on Investment..., Social Policy, Taxations, Microsoft Excel, Microsoft Office, QuickBooks, Customer Service, Financial Analysis, PowerPoint, Data Analysis, Public Speaking
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
Finance and Investments, BBA, Finance and Investments
Patrick M. Foley Patrick M. Foley's Citigroup Smith Barney Experience June 2004 - June 2006
Job Associate at Latham & Watkins
Industry Law Practice
Experience
Latham & Watkins LLP September 2013 - Present
Latham & Watkins LLP May 2012 - July 2012
Landon & Wickersty, Ltd. May 2011 - June 2011
Biotechnology Industry Organization May 2008 - May 2010
Flagstar Bank July 2006 - February 2008
Citigroup Smith Barney June 2004 - June 2006
Skills
Legal Research, Legal Writing, Westlaw, Due Diligence, Financial Modeling, Corporate Finance, Valuation, Data Analysis, Financial Analysis, Finance, Securities, Corporate Governance, Research, Capital Markets, Mergers & Acquisitions, Corporate Law, Venture Capital
Education
Indiana University School of Law—Bloomington 2010 — 2013
JD, Corporate Law
Indiana University - Kelley School of Business 2011 — 2013
MBA, Finance
The George Washington University 2008 — 2010
MPS, Legislative Affairs
Michigan State University 2000 — 2004
BA, Economics
Latham & Watkins LLP September 2013 - Present
Latham & Watkins LLP May 2012 - July 2012
Landon & Wickersty, Ltd. May 2011 - June 2011
Biotechnology Industry Organization May 2008 - May 2010
Flagstar Bank July 2006 - February 2008
Citigroup Smith Barney June 2004 - June 2006
Skills
Legal Research, Legal Writing, Westlaw, Due Diligence, Financial Modeling, Corporate Finance, Valuation, Data Analysis, Financial Analysis, Finance, Securities, Corporate Governance, Research, Capital Markets, Mergers & Acquisitions, Corporate Law, Venture Capital
Education
Indiana University School of Law—Bloomington 2010 — 2013
JD, Corporate Law
Indiana University - Kelley School of Business 2011 — 2013
MBA, Finance
The George Washington University 2008 — 2010
MPS, Legislative Affairs
Michigan State University 2000 — 2004
BA, Economics
Steve Byers's Citigroup Smith Barney Experience April 2005 - September 2005
Job Deutsche Bank: Vice President, Global Manager Research: Liquid Alternatives and International Equities
Industry Investment Management
Experience
Deutsche Bank July 2013 - Present
Merrill Lynch March 2010 - July 2013
JEFFERIES & COMPANY, INC November 2006 - March 2009
CITIGROUP SMITH BARNEY April 2005 - September 2005
UBS Investment Bank January 2001 - October 2003
Skills
Tactical Asset..., Technical Analysis, Fundamental Research, Due Diligence, Client Relationship..., Risk Management, Sales Presentations, Consultancy, Triathlon, Coaching, Equity Research, CRM, Trading, Investments, Asset Allocation, Derivatives, Research, Consultants, Portfolio Management, Equities, Asset Management, Investment Strategies, Finance, Strategy, Emerging Markets, Bloomberg, Analysis, Fund Of Funds, Financial Advisory, Fixed Income, Valuation, Mutual Funds
Education
NEW YORK UNIVERSITY/Leonard N. Stern School of BusinessNew 2004 — 2006
Master, Business Administration; Finance and Economics and Specialization in Finance Instruments and Markets
Duke University 1996 — 2000
Bachelor of Science, Biology; Chemistry; Biochemistry and Genetics
Deutsche Bank July 2013 - Present
Merrill Lynch March 2010 - July 2013
JEFFERIES & COMPANY, INC November 2006 - March 2009
CITIGROUP SMITH BARNEY April 2005 - September 2005
UBS Investment Bank January 2001 - October 2003
Skills
Tactical Asset..., Technical Analysis, Fundamental Research, Due Diligence, Client Relationship..., Risk Management, Sales Presentations, Consultancy, Triathlon, Coaching, Equity Research, CRM, Trading, Investments, Asset Allocation, Derivatives, Research, Consultants, Portfolio Management, Equities, Asset Management, Investment Strategies, Finance, Strategy, Emerging Markets, Bloomberg, Analysis, Fund Of Funds, Financial Advisory, Fixed Income, Valuation, Mutual Funds
Education
NEW YORK UNIVERSITY/Leonard N. Stern School of BusinessNew 2004 — 2006
Master, Business Administration; Finance and Economics and Specialization in Finance Instruments and Markets
Duke University 1996 — 2000
Bachelor of Science, Biology; Chemistry; Biochemistry and Genetics
David J Marguglio David J Marguglio's Citigroup Smith Barney Experience August 2000 - July 2006
Job Biopharma Executive Senior Vice President / Director Adamis Pharmaceuticals Corporation
Industry Biotechnology
Experience
Adamis Pharmaceuticals Corporation July 2006 - Present
Citigroup Smith Barney August 2000 - July 2006
Merrill Lynch July 1996 - August 2000
Bickel & Brewer October 1993 - March 1995
Perryman Consultants May 1989 - October 1993
Skills
Due Diligence, Strategic Planning, Licensing, Mergers, Venture Capital, PIPEs, Fundraising, Contract Negotiation, Mergers & Acquisitions, Private Equity, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Public Markets, IPO, Investor Relations, Corporate Development, Start-ups, Corporate Finance, Strategy, Investments, Acquisition Integration
Education
Baylor University - Hankamer School of Business 1988 — 1992
Finance, Management, & Entrepreneurship
Adamis Pharmaceuticals Corporation July 2006 - Present
Citigroup Smith Barney August 2000 - July 2006
Merrill Lynch July 1996 - August 2000
Bickel & Brewer October 1993 - March 1995
Perryman Consultants May 1989 - October 1993
Skills
Due Diligence, Strategic Planning, Licensing, Mergers, Venture Capital, PIPEs, Fundraising, Contract Negotiation, Mergers & Acquisitions, Private Equity, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Public Markets, IPO, Investor Relations, Corporate Development, Start-ups, Corporate Finance, Strategy, Investments, Acquisition Integration
Education
Baylor University - Hankamer School of Business 1988 — 1992
Finance, Management, & Entrepreneurship
Sergei German Sergei German's Citigroup Smith Barney Experience 2005 - 2006
Job Senior Software Engineer at New York Genome Center
Industry Information Technology and Services
Experience
New York Genome Center March 2015 - Present
Nomura Securities 2012 - Present
North Street Consulting 2008 - Present
Credit Suisse 2006 - July 2012
Bloomberg 2010 - March 2011
Citigroup - Smith Barney 2005 - 2006
Oak Hill Platinum Partners 2004 - 2005
Summit Systems 2002 - 2004
Sailfish Systems / Reuters 1997 - 2002
Omega Advisors 1993 - 1997
Skills
C++, Java, Perl, SQL, Python, C#, STL, R, Boost, TIBCO, Trading Systems, Unix, Distributed Systems, Multithreading, Sybase, Algorithms, Object Oriented Design, Low Latency, Derivatives, Software Development, Design Patterns, SOA, Shell Scripting, Spring, Agile Methodologies, Java Enterprise Edition, Machine Learning, Software Engineering
Education
New York University 1996 — 1997
MS, Computer Science
Peter the Great St.Petersburg Polytechnic University 1976 — 1982
MS, Mechanical Engineering
New York Genome Center March 2015 - Present
Nomura Securities 2012 - Present
North Street Consulting 2008 - Present
Credit Suisse 2006 - July 2012
Bloomberg 2010 - March 2011
Citigroup - Smith Barney 2005 - 2006
Oak Hill Platinum Partners 2004 - 2005
Summit Systems 2002 - 2004
Sailfish Systems / Reuters 1997 - 2002
Omega Advisors 1993 - 1997
Skills
C++, Java, Perl, SQL, Python, C#, STL, R, Boost, TIBCO, Trading Systems, Unix, Distributed Systems, Multithreading, Sybase, Algorithms, Object Oriented Design, Low Latency, Derivatives, Software Development, Design Patterns, SOA, Shell Scripting, Spring, Agile Methodologies, Java Enterprise Edition, Machine Learning, Software Engineering
Education
New York University 1996 — 1997
MS, Computer Science
Peter the Great St.Petersburg Polytechnic University 1976 — 1982
MS, Mechanical Engineering
Diane Brewer's Citigroup Smith Barney Experience 1998 - 2005
Job Retired
Industry Education Management
Experience
Retired June 2014 - July 2014
Kaplan University September 2011 - June 2014
GibraltarPrivate 2007 - 2011
Bank of New York Trust Company, Miami, Florida 2005 - 2007
Citigroup Smith Barney 1998 - 2005
Bank of Boston Florida Private Bank, Boca Raton, Florida 1996 - 1997
NationsBank 1986 - 1994
Southeast Bank 1973 - 1980
Skills
Credit, Banking, Customer Relations, Loans, Commercial Lending, Team Building, Private Banking, New Business Development, Customer Service, Insurance, Marketing, Business Development, Leadership, Fundraising, Strategic Planning, Financial Analysis, Sales, Nonprofits, Event Planning, Small Business, Training, Coaching, Public Speaking, Leadership Development, Team Leadership, Management, Strategy, Finance, Budgets, Staff Development, Entrepreneurship
Education
Carrollton, School of the Sacred Heart, Miami
Loyola University New Orleans
B.A., Liberal Arts
Retired June 2014 - July 2014
Kaplan University September 2011 - June 2014
GibraltarPrivate 2007 - 2011
Bank of New York Trust Company, Miami, Florida 2005 - 2007
Citigroup Smith Barney 1998 - 2005
Bank of Boston Florida Private Bank, Boca Raton, Florida 1996 - 1997
NationsBank 1986 - 1994
Southeast Bank 1973 - 1980
Skills
Credit, Banking, Customer Relations, Loans, Commercial Lending, Team Building, Private Banking, New Business Development, Customer Service, Insurance, Marketing, Business Development, Leadership, Fundraising, Strategic Planning, Financial Analysis, Sales, Nonprofits, Event Planning, Small Business, Training, Coaching, Public Speaking, Leadership Development, Team Leadership, Management, Strategy, Finance, Budgets, Staff Development, Entrepreneurship
Education
Carrollton, School of the Sacred Heart, Miami
Loyola University New Orleans
B.A., Liberal Arts
Peter K. Hoffman Peter K. Hoffman's Citigroup Smith Barney Experience 1983 - 2002
Job Associate at looking for job opportunities
Industry Financial Services
Experience
looking for job opportunities June 2014 - Present
A.P.N.G. Enterprises April 2011 - 2013
Raymond James October 2002 - May 2008
Citigroup Smith Barney 1983 - 2002
Skills
Equities, Investments, Asset Managment, Asset Management, Financial Modeling, Fixed Income, Bonds, Valuation, Mergers & Acquisitions, Alternative Investments, Portfolio Management, Due Diligence, Private Equity, Business Planning, Hedge Funds, Emerging Markets, Securities, Strategic Financial..., Venture Capital, Underwriting, Capital Markets, Corporate Finance, Trading, Series 7, Financial Structuring
Education
Lake Forest College 1974 — 1978
B.A., Economics
Choate Rosemary Hall 1971 — 1974
looking for job opportunities June 2014 - Present
A.P.N.G. Enterprises April 2011 - 2013
Raymond James October 2002 - May 2008
Citigroup Smith Barney 1983 - 2002
Skills
Equities, Investments, Asset Managment, Asset Management, Financial Modeling, Fixed Income, Bonds, Valuation, Mergers & Acquisitions, Alternative Investments, Portfolio Management, Due Diligence, Private Equity, Business Planning, Hedge Funds, Emerging Markets, Securities, Strategic Financial..., Venture Capital, Underwriting, Capital Markets, Corporate Finance, Trading, Series 7, Financial Structuring
Education
Lake Forest College 1974 — 1978
B.A., Economics
Choate Rosemary Hall 1971 — 1974
Christopher Cerra Christopher Cerra's Citigroup Smith Barney Experience 1998 - 2006
Job IT Consultant Senior Project Manager
Industry Financial Services
Experience
Merrill Lynch B of A - Princeton Information Systems Consultant June 2014 - Present
UBS Wealth Mgmt - RSC Solutions June 2013 - June 2014
Pershing – A BNY Mellon Company – Computer Enterprises Inc May 2012 - May 2013
J.P. Morgan August 2011 - May 2012
Merrill Lynch BAC - Apex Systems August 2010 - July 2011
WebMD February 2009 - August 2010
Citigroup - Citibank 2006 - 2009
Citigroup - Smith Barney 1998 - 2006
Merrill Lynch 1994 - 1998
ADP 1991 - 1994
Skills
Vendor Management, Business Intelligence, Project Management, Business Analysis, Program Management, CRM, PMO, Project Planning, Management, Team Management, Strategic Planning, SDLC, Quality Assurance, Software Project..., Team Building, IT Strategy, Leadership, Management Consulting, Product Development, Software Documentation
Education
New York University
Certificate, Securities and Investments
The Chubb Institute
Technical, Computer Programming
University of Pittsburgh
BA, Business Administration & Economics
Merrill Lynch B of A - Princeton Information Systems Consultant June 2014 - Present
UBS Wealth Mgmt - RSC Solutions June 2013 - June 2014
Pershing – A BNY Mellon Company – Computer Enterprises Inc May 2012 - May 2013
J.P. Morgan August 2011 - May 2012
Merrill Lynch BAC - Apex Systems August 2010 - July 2011
WebMD February 2009 - August 2010
Citigroup - Citibank 2006 - 2009
Citigroup - Smith Barney 1998 - 2006
Merrill Lynch 1994 - 1998
ADP 1991 - 1994
Skills
Vendor Management, Business Intelligence, Project Management, Business Analysis, Program Management, CRM, PMO, Project Planning, Management, Team Management, Strategic Planning, SDLC, Quality Assurance, Software Project..., Team Building, IT Strategy, Leadership, Management Consulting, Product Development, Software Documentation
Education
New York University
Certificate, Securities and Investments
The Chubb Institute
Technical, Computer Programming
University of Pittsburgh
BA, Business Administration & Economics
Chris Bradicich's Citigroup Smith Barney Experience May 2007 - August 2007
Job Technology Investor, Associate at SFW Capital Partners
Industry Investment Management
Experience
SFW Capital Partners May 2014 - Present
L.E.K. Consulting September 2011 - February 2014
Lazard Freres & Co. May 2010 - August 2010
Goldman Sachs March 2009 - May 2009
TFS Energy July 2008 - August 2008
Citigroup Smith Barney May 2007 - August 2007
Skills
Financial Modeling, Mergers & Acquisitions, Private Equity, Strategy, Due Diligence, Economics, Data Analysis, Financial Analysis, Investment Banking, Business Strategy, Valuation, Management Consulting, Forecasting, Venture Capital, Strategic Financial..., Start-ups, Innovation, Wearable Technology, Positive Psychology, Persuasive Technology, Nonprofits, Brain-computer..., Microsoft Excel, Social Network Analysis, Behavior Change, Cognitive Behavioral..., Market Research, Finance, Bloomberg, Financial Planning
Education
Northwestern University 2007 — 2011
BA, Economics, Business Institutions
Greenwich High School 2003 — 2007
SFW Capital Partners May 2014 - Present
L.E.K. Consulting September 2011 - February 2014
Lazard Freres & Co. May 2010 - August 2010
Goldman Sachs March 2009 - May 2009
TFS Energy July 2008 - August 2008
Citigroup Smith Barney May 2007 - August 2007
Skills
Financial Modeling, Mergers & Acquisitions, Private Equity, Strategy, Due Diligence, Economics, Data Analysis, Financial Analysis, Investment Banking, Business Strategy, Valuation, Management Consulting, Forecasting, Venture Capital, Strategic Financial..., Start-ups, Innovation, Wearable Technology, Positive Psychology, Persuasive Technology, Nonprofits, Brain-computer..., Microsoft Excel, Social Network Analysis, Behavior Change, Cognitive Behavioral..., Market Research, Finance, Bloomberg, Financial Planning
Education
Northwestern University 2007 — 2011
BA, Economics, Business Institutions
Greenwich High School 2003 — 2007
Natalie M. McLean's Citigroup Smith Barney Experience November 2006 - May 2007
Job Senior Manager, Head of Global Education Strategies and Development
Industry Financial Services
Experience
S&P Capital IQ May 2007 - Present
S&P Capital IQ January 2012 - December 2012
S&P Capital IQ May 2007 - December 2011
Citigroup Smith Barney November 2006 - May 2007
JPMorgan Chase June 2005 - November 2006
Citi January 2004 - June 2005
Haitian Enlightenment Literacy Project (H.E.L.P) January 1999 - December 2004
Skills
Fixed Income, Training, Salesforce.com, Finance, Research, Financial Services, Capital Markets, Equities, Banking, Management, Financial Markets, Portfolio Management, Financial Analysis, CRM, Market Data, Program Management, Teaching, Strategic Financial..., Microsoft Excel, Corporate Finance, Equity Research, Investments, Bloomberg, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Project Management
Education
University of Phoenix
Master of Business Administration
City University of New York-Brooklyn College
B.S, Business Management & Finance
S&P Capital IQ May 2007 - Present
S&P Capital IQ January 2012 - December 2012
S&P Capital IQ May 2007 - December 2011
Citigroup Smith Barney November 2006 - May 2007
JPMorgan Chase June 2005 - November 2006
Citi January 2004 - June 2005
Haitian Enlightenment Literacy Project (H.E.L.P) January 1999 - December 2004
Skills
Fixed Income, Training, Salesforce.com, Finance, Research, Financial Services, Capital Markets, Equities, Banking, Management, Financial Markets, Portfolio Management, Financial Analysis, CRM, Market Data, Program Management, Teaching, Strategic Financial..., Microsoft Excel, Corporate Finance, Equity Research, Investments, Bloomberg, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Project Management
Education
University of Phoenix
Master of Business Administration
City University of New York-Brooklyn College
B.S, Business Management & Finance
Christine Pettigrew's Citigroup Smith Barney Experience November 2006 - December 2007
Job at Carolina Financial Advisors
Industry Financial Services
Experience
Carolina Financial Advisors/Chris Jones CPA November 2009 - Present
Morgan Stanley December 2007 - June 2009
Citigroup Smith Barney November 2006 - December 2007
Merrill Lynch March 2003 - November 2006
Skills
Series 7, Series 66, Series 31, Asset Allocation, Financial Analysis, Mutual Funds, Securities, Retirement Planning, Investments, Investment Advisory, Finance, Wealth Management, Equities, Fixed Income, Portfolio Management, Strategic Financial..., Bonds, Asset Management, Investment Strategies, Asset Managment, Income Tax, Tax Returns, Cost Basis, Financial Planning, Portfolio Center..., Fidelity Investments
Education
Missouri State University
B.S., Computer Information Systems
Carolina Financial Advisors/Chris Jones CPA November 2009 - Present
Morgan Stanley December 2007 - June 2009
Citigroup Smith Barney November 2006 - December 2007
Merrill Lynch March 2003 - November 2006
Skills
Series 7, Series 66, Series 31, Asset Allocation, Financial Analysis, Mutual Funds, Securities, Retirement Planning, Investments, Investment Advisory, Finance, Wealth Management, Equities, Fixed Income, Portfolio Management, Strategic Financial..., Bonds, Asset Management, Investment Strategies, Asset Managment, Income Tax, Tax Returns, Cost Basis, Financial Planning, Portfolio Center..., Fidelity Investments
Education
Missouri State University
B.S., Computer Information Systems
Christopher Mimnaugh Christopher Mimnaugh's Citigroup Smith Barney Experience January 2006 - January 2008
Job Account Manager at Lane Office
Industry Real Estate
Experience
Living Off, LLC February 2011 - Present
Lane Office February 2011 - Present
Lane Office July 2008 - Present
Lane Office July 2008 - Present
Lane Office July 2008 - Present
Citigroup Smith Barney January 2006 - January 2008
Skills
Customer Service, Space-planning, New Business Development, Strategic Planning, Sales Management, Budgets, Marketing, Project Management, Microsoft Excel, Team Building, Microsoft Office, PowerPoint, Leadership, Proposal Writing, Microsoft Word, Negotiation, Business Development
Education
Providence College 2004 — 2008
Bachelors, Management, Finance
Living Off, LLC February 2011 - Present
Lane Office February 2011 - Present
Lane Office July 2008 - Present
Lane Office July 2008 - Present
Lane Office July 2008 - Present
Citigroup Smith Barney January 2006 - January 2008
Skills
Customer Service, Space-planning, New Business Development, Strategic Planning, Sales Management, Budgets, Marketing, Project Management, Microsoft Excel, Team Building, Microsoft Office, PowerPoint, Leadership, Proposal Writing, Microsoft Word, Negotiation, Business Development
Education
Providence College 2004 — 2008
Bachelors, Management, Finance
Pam Nachnani's Citigroup Smith Barney Experience June 1999 - September 2005
Job Senior Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2012 - Present
Citibank August 2008 - December 2012
Citibank, N.A. September 2005 - July 2008
Citigroup Smith Barney June 1999 - September 2005
Merrill Lynch June 1994 - June 1999
Skills
Banking, Commercial Lending, Cash Flow, Foreign Exchange Risk..., Commercial Banking, Credit, Cash Management, Portfolio Management, Loans, Asset Based Lending, Treasury Management, Wealth Management, Small Business Lending, Financial Analysis, Credit Analysis, Risk Management, Strategic Financial..., Credit Risk, Relationship Management, Asset Managment, Small Business, Business Development, Mergers & Acquisitions, Mortgage Lending, Asset Management, Financial Advisory, Financial Risk, Finance, Private Equity, Retail Banking, Private Banking, Lines Of Credit, Securities, Mutual Funds, Corporate Development, Financial Planning
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Journalism & Mass Communication
Georgetown University 2003 — 2004
Professional Certificate, Financial Planning
Wells Fargo December 2012 - Present
Citibank August 2008 - December 2012
Citibank, N.A. September 2005 - July 2008
Citigroup Smith Barney June 1999 - September 2005
Merrill Lynch June 1994 - June 1999
Skills
Banking, Commercial Lending, Cash Flow, Foreign Exchange Risk..., Commercial Banking, Credit, Cash Management, Portfolio Management, Loans, Asset Based Lending, Treasury Management, Wealth Management, Small Business Lending, Financial Analysis, Credit Analysis, Risk Management, Strategic Financial..., Credit Risk, Relationship Management, Asset Managment, Small Business, Business Development, Mergers & Acquisitions, Mortgage Lending, Asset Management, Financial Advisory, Financial Risk, Finance, Private Equity, Retail Banking, Private Banking, Lines Of Credit, Securities, Mutual Funds, Corporate Development, Financial Planning
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Journalism & Mass Communication
Georgetown University 2003 — 2004
Professional Certificate, Financial Planning
Giri Devarajan Giri Devarajan's Citigroup Smith Barney Experience March 1998 - November 2005
Job Chief Technology Officer (CTO) at Tenlegs
Industry Internet
Experience
Tenlegs March 2011 - Present
Citigroup Global Functions July 2009 - March 2011
Citigroup Global Wealth Management November 2005 - June 2009
Citigroup Smith Barney March 1998 - November 2005
Chrysler Jeep & Truck Engineering 1995 - 1997
Skills
Enterprise Architecture, Solution Architecture, Program Management, Information Security, Web 2.0, Social Media, IT Strategy, SDLC, SOA, Vendor Management, Integration, Software Project..., Business Analysis, Agile Methodologies, Cloud Computing, Architecture, Requirements Analysis, Offshoring, IT Management, Product Management, Data Architecture, Software Development, Start-ups, Enterprise Software, CRM, Strategy, SaaS, Data Warehousing, E-commerce, Security, Management, Agile Project Management, Architectures
Education
Stevens Institute of Technology 2000 — 2003
MSIS, Technology Management
Purdue University 1991 — 1995
BSAAE, Aerospace Engineering
Indian School Muscat 1981 — 1991
High School
Tenlegs March 2011 - Present
Citigroup Global Functions July 2009 - March 2011
Citigroup Global Wealth Management November 2005 - June 2009
Citigroup Smith Barney March 1998 - November 2005
Chrysler Jeep & Truck Engineering 1995 - 1997
Skills
Enterprise Architecture, Solution Architecture, Program Management, Information Security, Web 2.0, Social Media, IT Strategy, SDLC, SOA, Vendor Management, Integration, Software Project..., Business Analysis, Agile Methodologies, Cloud Computing, Architecture, Requirements Analysis, Offshoring, IT Management, Product Management, Data Architecture, Software Development, Start-ups, Enterprise Software, CRM, Strategy, SaaS, Data Warehousing, E-commerce, Security, Management, Agile Project Management, Architectures
Education
Stevens Institute of Technology 2000 — 2003
MSIS, Technology Management
Purdue University 1991 — 1995
BSAAE, Aerospace Engineering
Indian School Muscat 1981 — 1991
High School
Jacklin Youssef, CFP®, EA, MST's Citigroup Smith Barney Experience August 2007 - January 2009
Job at the Vanguard Group
Industry Financial Services
Experience
Vanguard April 2010 - Present
PricewaterhouseCoopers January 2009 - April 2010
Citigroup Smith Barney August 2007 - January 2009
Ernst & Young September 1999 - August 2007
Northwestern Mutual 1999 - 1999
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Asset Managment, Estate Planning, High Net Worth..., Wealth, Asset Management, Wealth Management..., Asset Allocation, Financial Planners, Finance, Financial Planning, Investment Management, Financial Advisory, Investment Strategies, Investments, Life Insurance, Mutual Funds, Retirement, Small Business, Tax, Series 7
Education
Bentley University 2010 — 2012
Masters in Taxation, Masters in Taxation
New Jersey City University 1996 — 1999
BS, Finance
Vanguard April 2010 - Present
PricewaterhouseCoopers January 2009 - April 2010
Citigroup Smith Barney August 2007 - January 2009
Ernst & Young September 1999 - August 2007
Northwestern Mutual 1999 - 1999
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Asset Managment, Estate Planning, High Net Worth..., Wealth, Asset Management, Wealth Management..., Asset Allocation, Financial Planners, Finance, Financial Planning, Investment Management, Financial Advisory, Investment Strategies, Investments, Life Insurance, Mutual Funds, Retirement, Small Business, Tax, Series 7
Education
Bentley University 2010 — 2012
Masters in Taxation, Masters in Taxation
New Jersey City University 1996 — 1999
BS, Finance
Lisa (Zebrowski) Reilly, CMP, CMM Lisa (Zebrowski) Reilly, CMP, CMM's Citigroup Smith Barney Experience May 2005 - March 2007
Job Events Director at United Way of Massachusetts Bay and Merrimack Valley
Industry Events Services
Experience
United Way of Massachusetts Bay and Merrimack Valley February 2015 - Present
Pegasystems May 2011 - August 2014
Iron Mountain July 2007 - May 2011
Citigroup Smith Barney May 2005 - March 2007
Commercial Mortgage Securities Association June 2004 - May 2005
Juvenile Diabetes Research Foundation August 2001 - June 2004
Skills
Event Management, Management, Contract Negotiation, Event Planning, Account Management, Budgets, Leadership, Program Management, Cross-functional Team..., Strategy, Project Management, Negotiation, Strategic Planning, Training, Team Leadership, Customer Service, Logistics, Marketing, Enterprise Software, Product Marketing, Business Development, Social Media Marketing, Forecasting, Sales, Public Speaking, Public Relations, CRM, Human Resources, Trade Shows, Lead Generation, Strategic Partnerships, B2B, SaaS, Procurement, Travel Management, Strategic Sourcing, Hotels, Certified Meeting..., Financial Analysis
Education
Columbia University in the City of New York 1997 — 2001
BA, Economics-Political Science
University of Massachusetts Boston 2010 — 2010
Certificate, Practical Project Management
New York University 2004 — 2004
Certificate, Accelerated Certificate in Hotel Operations
New York University 2003 — 2004
Certificate, Certificate in Meeting, Conference, Event Management
Ashland High School 1993 — 1997
United Way of Massachusetts Bay and Merrimack Valley February 2015 - Present
Pegasystems May 2011 - August 2014
Iron Mountain July 2007 - May 2011
Citigroup Smith Barney May 2005 - March 2007
Commercial Mortgage Securities Association June 2004 - May 2005
Juvenile Diabetes Research Foundation August 2001 - June 2004
Skills
Event Management, Management, Contract Negotiation, Event Planning, Account Management, Budgets, Leadership, Program Management, Cross-functional Team..., Strategy, Project Management, Negotiation, Strategic Planning, Training, Team Leadership, Customer Service, Logistics, Marketing, Enterprise Software, Product Marketing, Business Development, Social Media Marketing, Forecasting, Sales, Public Speaking, Public Relations, CRM, Human Resources, Trade Shows, Lead Generation, Strategic Partnerships, B2B, SaaS, Procurement, Travel Management, Strategic Sourcing, Hotels, Certified Meeting..., Financial Analysis
Education
Columbia University in the City of New York 1997 — 2001
BA, Economics-Political Science
University of Massachusetts Boston 2010 — 2010
Certificate, Practical Project Management
New York University 2004 — 2004
Certificate, Accelerated Certificate in Hotel Operations
New York University 2003 — 2004
Certificate, Certificate in Meeting, Conference, Event Management
Ashland High School 1993 — 1997
Damon Skinner's Citigroup Smith Barney Experience 2000 - 2005
Job VP Investment Management Sales
Industry Investment Management
Experience
Westcoast Investment Management Resources 2015 - Present
Keeley funds February 2013 - August 2014
Wells Fargo Business Banking April 2011 - January 2013
Open Eyes Ministries September 2009 - June 2011
SSI Investment Management June 2007 - September 2009
Citi Group March 2005 - September 2007
Citigroup Smith Barney 2000 - 2005
Morgan Stanley Investment Management 1998 - 2000
The Cooking and Hospitality Institute of Chicago (CHIC)/Le Cordon Bleu 1996 - 1998
Skills
Selling, Finance, Team Management, Management, Portfolio Management, Investments, Mutual Funds, Asset Management, Business Development, Asset Allocation, Wealth Management, Sales, Investment Management, Alternative Investments, Financial Services, Education, Loans, Program Management, Analysis, Equities, Consulting, Consultative Selling, Relationship Building, Marketing, Territory Management, Exceed Sales Goals, Territory Growth, Written Communication, Salesforce.com, Retirement Plan..., Qualified Retirement..., Insurance, TPA, Value-added, Certified Investment..., Retirement Planning, Strategy, Financial Planning
Education
Purdue University
BS
Ridgefield High School
Ridgefield HighSchool
Westcoast Investment Management Resources 2015 - Present
Keeley funds February 2013 - August 2014
Wells Fargo Business Banking April 2011 - January 2013
Open Eyes Ministries September 2009 - June 2011
SSI Investment Management June 2007 - September 2009
Citi Group March 2005 - September 2007
Citigroup Smith Barney 2000 - 2005
Morgan Stanley Investment Management 1998 - 2000
The Cooking and Hospitality Institute of Chicago (CHIC)/Le Cordon Bleu 1996 - 1998
Skills
Selling, Finance, Team Management, Management, Portfolio Management, Investments, Mutual Funds, Asset Management, Business Development, Asset Allocation, Wealth Management, Sales, Investment Management, Alternative Investments, Financial Services, Education, Loans, Program Management, Analysis, Equities, Consulting, Consultative Selling, Relationship Building, Marketing, Territory Management, Exceed Sales Goals, Territory Growth, Written Communication, Salesforce.com, Retirement Plan..., Qualified Retirement..., Insurance, TPA, Value-added, Certified Investment..., Retirement Planning, Strategy, Financial Planning
Education
Purdue University
BS
Ridgefield High School
Ridgefield HighSchool
Fred Brown Fred Brown's Citigroup Smith Barney Experience February 2006 - January 2008
Job Sales
Industry Human Resources
Experience
Sherwood Manor Residential Care, Inc. March 2009 - January 2015
Wachovia Securities January 2008 - February 2009
Citigroup Smith Barney February 2006 - January 2008
The Brown LLC, Washington January 2003 - January 2005
Independent Personal Trainer January 2001 - January 2003
Oce-USA, Inc. January 1999 - January 2001
Office Depot January 1997 - January 1999
Episcopal High School, Alexandria August 1991 - May 1996
Home Team Sports, a division of Fox Sports Media Group December 1986 - March 1991
Xerox August 1984 - January 1990
Education
Ohio University 2011 — 2013
M.S., Athletic Administration, Educational Leadership and Administration, General, 3.95
Georgetown University School of Law 1989 — 1991
Completed 32 Credit Hours, Law
Georgetown University 1980 — 1984
Bachelor of Science (B.S.), Socology
Sherwood Manor Residential Care, Inc. March 2009 - January 2015
Wachovia Securities January 2008 - February 2009
Citigroup Smith Barney February 2006 - January 2008
The Brown LLC, Washington January 2003 - January 2005
Independent Personal Trainer January 2001 - January 2003
Oce-USA, Inc. January 1999 - January 2001
Office Depot January 1997 - January 1999
Episcopal High School, Alexandria August 1991 - May 1996
Home Team Sports, a division of Fox Sports Media Group December 1986 - March 1991
Xerox August 1984 - January 1990
Education
Ohio University 2011 — 2013
M.S., Athletic Administration, Educational Leadership and Administration, General, 3.95
Georgetown University School of Law 1989 — 1991
Completed 32 Credit Hours, Law
Georgetown University 1980 — 1984
Bachelor of Science (B.S.), Socology
Dorisah Nelson Dorisah Nelson's Citigroup Smith Barney Experience May 2006 - June 2007
Job Registered Nurse, BSN
Industry Hospital & Health Care
Experience
Montefiore Medical Center July 2013 - Present
Nyack Hospital October 2008 - June 2013
Nyack Hospital June 2007 - October 2008
Citigroup Smith Barney May 2006 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Healthcare, Cpr Certified, Hospitals, Nursing, ACLS, Healthcare Information..., Social Media, Event Planning, CPR Certified, Healthcare Management, Patient Safety
Education
Mount Saint Mary College 2010 — 2012
Bachelor of Science in Nursing (BSN), Registered Nursing/Registered Nurse
Fordham University 2002 — 2006
Bachelor of Science (B.S.), Sociology and Anthropology, Biology
Montefiore Medical Center July 2013 - Present
Nyack Hospital October 2008 - June 2013
Nyack Hospital June 2007 - October 2008
Citigroup Smith Barney May 2006 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Healthcare, Cpr Certified, Hospitals, Nursing, ACLS, Healthcare Information..., Social Media, Event Planning, CPR Certified, Healthcare Management, Patient Safety
Education
Mount Saint Mary College 2010 — 2012
Bachelor of Science in Nursing (BSN), Registered Nursing/Registered Nurse
Fordham University 2002 — 2006
Bachelor of Science (B.S.), Sociology and Anthropology, Biology
Max Snitkovsky Max Snitkovsky's Citigroup Smith Barney Experience December 2006 - April 2008
Job Finance Manager at Arvan Inc. & US Industrial
Industry Aviation & Aerospace
Experience
US Industrial Tool & Supply, Arvan Incorporating, HS Tooling June 2015 - Present
HireRight October 2014 - December 2014
AECOM June 2014 - August 2014
GKN Aerospace August 2011 - March 2013
Eaton Corporation July 2010 - July 2011
Eaton Corporation September 2009 - July 2010
Bank of New York Mellon May 2008 - August 2008
Citigroup Smith Barney December 2006 - April 2008
Pennsylvania Governor’s School for the Arts June 2007 - August 2007
Merrill Lynch August 2006 - March 2007
Skills
Hyperion, Russian, AS400, Pivot Tables, Cognos, Mapics XA ERP, Advanced Excel..., Certus, Oracle 9i, Oracle, Hyperion Enterprise, Excel macros, Microsoft Access, Classical piano, ERP, Microsoft Excel, Access, Forecasting, Piano, Analysis, Finance, Program Management, Strategic Planning, Business Strategy, Business Analysis, Business Planning, Business Intelligence, Leadership, Strategy, Change Management, Management, Cross-functional Team..., Budgets, Business Development, Financial Analysis, Competitive Analysis, Project Planning, Mergers & Acquisitions, Accounting, Sarbanes-Oxley Act, Strategic Financial..., Financial Accounting, Financial Modeling, Variance Analysis, Business Process..., Cost Accounting, Process Improvement, Managerial Finance, Internal Audit, Financial Reporting
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance & Strategy, 3.82
University of Pittsburgh 2005 — 2009
Bachelors, Major: Finance Minor: Economics
Imperial College London 2007 — 2007
BS, Finance, 3.90
Taylor Allderdice High School 2001 — 2005
US Industrial Tool & Supply, Arvan Incorporating, HS Tooling June 2015 - Present
HireRight October 2014 - December 2014
AECOM June 2014 - August 2014
GKN Aerospace August 2011 - March 2013
Eaton Corporation July 2010 - July 2011
Eaton Corporation September 2009 - July 2010
Bank of New York Mellon May 2008 - August 2008
Citigroup Smith Barney December 2006 - April 2008
Pennsylvania Governor’s School for the Arts June 2007 - August 2007
Merrill Lynch August 2006 - March 2007
Skills
Hyperion, Russian, AS400, Pivot Tables, Cognos, Mapics XA ERP, Advanced Excel..., Certus, Oracle 9i, Oracle, Hyperion Enterprise, Excel macros, Microsoft Access, Classical piano, ERP, Microsoft Excel, Access, Forecasting, Piano, Analysis, Finance, Program Management, Strategic Planning, Business Strategy, Business Analysis, Business Planning, Business Intelligence, Leadership, Strategy, Change Management, Management, Cross-functional Team..., Budgets, Business Development, Financial Analysis, Competitive Analysis, Project Planning, Mergers & Acquisitions, Accounting, Sarbanes-Oxley Act, Strategic Financial..., Financial Accounting, Financial Modeling, Variance Analysis, Business Process..., Cost Accounting, Process Improvement, Managerial Finance, Internal Audit, Financial Reporting
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance & Strategy, 3.82
University of Pittsburgh 2005 — 2009
Bachelors, Major: Finance Minor: Economics
Imperial College London 2007 — 2007
BS, Finance, 3.90
Taylor Allderdice High School 2001 — 2005
Nick Skinner Nick Skinner's Citigroup Smith Barney Experience January 2008 - September 2008
Job Business Development at F5 Networks
Industry Marketing and Advertising
Experience
F5 Networks June 2015 - Present
Boeing Commercial Airplanes September 2012 - June 2015
TD Ameritrade May 2009 - July 2012
Microsoft October 2008 - May 2009
Citigroup Smith Barney January 2008 - September 2008
Waddell & Reed 2005 - 2007
United States Air Force January 1999 - January 2003
Skills
Leadership, CRM, Business Strategy, Forecasting, Teamwork, Team Leadership, Data Analysis, Analytics, Marketing, Strategic Planning, Product Development, Business Planning, Salesforce.com, Research, Product Management, Google Analytics, Google Adwords, Project Management, Cross-functional Team..., Social Media, Direct Marketing, Microsoft Office, SaaS, Pricing Strategy, International Business, CRM databases, Negotiation, B2C Sales, Cross Functional..., Contract Negotiation, B2C marketing, Financial Modeling, Sarbanes-Oxley Act, Vendor Management, Management, Strategy, Program Management, Financial Analysis, Process Improvement, Analysis, converged infrastructure, F5 BigIP
Education
University of Washington, Michael G. Foster School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Marketing and Business Strategy
Bellevue College
Bachelor of Science (B.S.), Computer Science
Central Washington University
Bachelor of Arts, Business
Clatskanie High School
Clatskanie High School
F5 Networks June 2015 - Present
Boeing Commercial Airplanes September 2012 - June 2015
TD Ameritrade May 2009 - July 2012
Microsoft October 2008 - May 2009
Citigroup Smith Barney January 2008 - September 2008
Waddell & Reed 2005 - 2007
United States Air Force January 1999 - January 2003
Skills
Leadership, CRM, Business Strategy, Forecasting, Teamwork, Team Leadership, Data Analysis, Analytics, Marketing, Strategic Planning, Product Development, Business Planning, Salesforce.com, Research, Product Management, Google Analytics, Google Adwords, Project Management, Cross-functional Team..., Social Media, Direct Marketing, Microsoft Office, SaaS, Pricing Strategy, International Business, CRM databases, Negotiation, B2C Sales, Cross Functional..., Contract Negotiation, B2C marketing, Financial Modeling, Sarbanes-Oxley Act, Vendor Management, Management, Strategy, Program Management, Financial Analysis, Process Improvement, Analysis, converged infrastructure, F5 BigIP
Education
University of Washington, Michael G. Foster School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Marketing and Business Strategy
Bellevue College
Bachelor of Science (B.S.), Computer Science
Central Washington University
Bachelor of Arts, Business
Clatskanie High School
Clatskanie High School
Allen Hines Allen Hines's Citigroup Smith Barney Experience 1983 - 2000
Job District Sales Manager at Federal Financial Group
Industry Investment Management
Experience
Federal Financial Group January 2014 - Present
Chase February 2009 - January 2012
Smith Barney 1983 - 2000
Citigroup Smith Barney 1983 - 2000
EF Hutton & Company - New York, NY 1980 - 1988
Skills
Retirement, Fixed Annuities, Insurance, Retirement Planning, Life Insurance, Series 7, Series 63, Wealth Management, Mutual Funds, Investment Strategies, Investment Advisory, Asset Allocation, Alternative Investments, 401k, Indexed Annuities, Indexed Universal Life, Financial Services, Finance, Investments, Management, Financial Planning
Education
Miami University 1973 — 1975
MBA, Finance
Ohio University 1969 — 1973
BS, Marketing
Federal Financial Group January 2014 - Present
Chase February 2009 - January 2012
Smith Barney 1983 - 2000
Citigroup Smith Barney 1983 - 2000
EF Hutton & Company - New York, NY 1980 - 1988
Skills
Retirement, Fixed Annuities, Insurance, Retirement Planning, Life Insurance, Series 7, Series 63, Wealth Management, Mutual Funds, Investment Strategies, Investment Advisory, Asset Allocation, Alternative Investments, 401k, Indexed Annuities, Indexed Universal Life, Financial Services, Finance, Investments, Management, Financial Planning
Education
Miami University 1973 — 1975
MBA, Finance
Ohio University 1969 — 1973
BS, Marketing
Shannon Hobbs Shannon Hobbs's Citigroup Smith Barney Experience August 1996 - July 2005
Job Head of Human Resources for Commercial Banking at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2012 - Present
JP Morgan Chase September 2012 - December 2012
JP Morgan Chase February 2011 - September 2012
JPMorgan Chase September 2009 - February 2011
JPMorgan Chase July 2010 - September 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney, Citi -Global Wealth Management April 2008 - June 2009
Citi - Global Wealth Management July 2005 - April 2008
Citigroup - Smith Barney August 1996 - July 2005
Smith Barney July 1995 - August 1996
Skills
Employee Relations, Employee Benefits, Leadership, Executive Management, HR Consulting, Payroll, Workshop Facilitation, Succession Planning, Deferred Compensation, Talent Management, Benefits Administration, Onboarding, Trusted Advisor, Talent Developer, Sales Compensation, Compensation & Benefit, Change Management, Management, Mergers, Reorganisation
Education
Golden Gate University
Masters of Science, Organizational Development
University of South Carolina-Columbia 1988 — 1992
BA, Political Science
JPMorgan Chase December 2012 - Present
JP Morgan Chase September 2012 - December 2012
JP Morgan Chase February 2011 - September 2012
JPMorgan Chase September 2009 - February 2011
JPMorgan Chase July 2010 - September 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney, Citi -Global Wealth Management April 2008 - June 2009
Citi - Global Wealth Management July 2005 - April 2008
Citigroup - Smith Barney August 1996 - July 2005
Smith Barney July 1995 - August 1996
Skills
Employee Relations, Employee Benefits, Leadership, Executive Management, HR Consulting, Payroll, Workshop Facilitation, Succession Planning, Deferred Compensation, Talent Management, Benefits Administration, Onboarding, Trusted Advisor, Talent Developer, Sales Compensation, Compensation & Benefit, Change Management, Management, Mergers, Reorganisation
Education
Golden Gate University
Masters of Science, Organizational Development
University of South Carolina-Columbia 1988 — 1992
BA, Political Science
Joseph Ginter's Citigroup Smith Barney Experience December 2008 - January 2009
Job Private Equity Group Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group August 2013 - Present
GE Capital July 2011 - August 2013
Capstone Strategic June 2010 - November 2010
Wells Fargo Advisors May 2009 - August 2009
Citigroup, Smith Barney December 2008 - January 2009
Cartus Corporation May 2008 - August 2008
Education
American University - Kogod School of Business 2007 — 2011
BS, Business Administration: Finance, Accounting
Wilton High School 2004 — 2007
The Blackstone Group August 2013 - Present
GE Capital July 2011 - August 2013
Capstone Strategic June 2010 - November 2010
Wells Fargo Advisors May 2009 - August 2009
Citigroup, Smith Barney December 2008 - January 2009
Cartus Corporation May 2008 - August 2008
Education
American University - Kogod School of Business 2007 — 2011
BS, Business Administration: Finance, Accounting
Wilton High School 2004 — 2007
Emily Pfizenmayer's Citigroup Smith Barney Experience May 2004 - December 2006
Job Licensed Insurance Consultant, HealthMarkets
Industry Financial Services
Experience
HealthMarkets, Inc. July 2013 - Present
Lincoln Financial Distributors December 2008 - June 2013
Kirkridge Retreat and Study Center October 2007 - May 2013
Lincoln Financial Distributors February 2008 - December 2008
Hubert J.P Schoemaker Golf Classic February 2007 - November 2007
Citigroup Smith Barney May 2004 - December 2006
Skills
Series 6, Series 63, Fixed Annuities, Retirement, Securities, Mutual Funds, Insurance, FINRA, Asset Allocation, Strategic Planning, Salesforce.com, Life Insurance, Leadership
Education
Eastern University 2004 — 2007
B.A, Political Science
Gwynedd Mercy Academy 2000 — 2004
High School
HealthMarkets, Inc. July 2013 - Present
Lincoln Financial Distributors December 2008 - June 2013
Kirkridge Retreat and Study Center October 2007 - May 2013
Lincoln Financial Distributors February 2008 - December 2008
Hubert J.P Schoemaker Golf Classic February 2007 - November 2007
Citigroup Smith Barney May 2004 - December 2006
Skills
Series 6, Series 63, Fixed Annuities, Retirement, Securities, Mutual Funds, Insurance, FINRA, Asset Allocation, Strategic Planning, Salesforce.com, Life Insurance, Leadership
Education
Eastern University 2004 — 2007
B.A, Political Science
Gwynedd Mercy Academy 2000 — 2004
High School
Renee Brody Levow's Citigroup Smith Barney Experience January 1983 - January 2008
Job
Industry Financial Services
Experience
Crowne Partners January 2008 - Present
MFB Corporation January 2004 - Present
Citigroup- Smith Barney January 1983 - January 2008
Morgan Stanley Smith Barney 2000 - 2008
Morgan Stanley Smith Barney 1996 - 2008
Morgan Stanley Smith Barney 1983 - 2008
Ponds Inc January 1979 - January 1983
Skills
Leadership, Investments, Strategic Planning, Executive Management, Investment Management, Retirement Planning, Management, Marketing, Nonprofits, Pensions, Financial Advisory, Alternative Investments, 401k
Education
Wharton School of Business
Columbia University
Master's
Boston University
Bachelor's
Harvard University Kennedy School
Crowne Partners January 2008 - Present
MFB Corporation January 2004 - Present
Citigroup- Smith Barney January 1983 - January 2008
Morgan Stanley Smith Barney 2000 - 2008
Morgan Stanley Smith Barney 1996 - 2008
Morgan Stanley Smith Barney 1983 - 2008
Ponds Inc January 1979 - January 1983
Skills
Leadership, Investments, Strategic Planning, Executive Management, Investment Management, Retirement Planning, Management, Marketing, Nonprofits, Pensions, Financial Advisory, Alternative Investments, 401k
Education
Wharton School of Business
Columbia University
Master's
Boston University
Bachelor's
Harvard University Kennedy School
Jeremiah Nii-Amaa Ollennu, Esq. Jeremiah Nii-Amaa Ollennu, Esq.'s Citigroup Smith Barney Experience November 2007 - August 2008
Job Attorney at Ollennu, Green and Associates, LLC
Industry Legal Services
Experience
Ollennu, Green and Associates, LLC May 2009 - Present
Citigroup, Smith Barney November 2007 - August 2008
Skills
Civil Litigation, Mediation, Trial Practice, Litigation, Legal Research, Attorneys, Juvenile Law, Legal Assistance, Immigration Law, Arbitration, Family Mediation, Legal Writing, Courts, Wills, Family Law
Education
University of Ghana, School of Law
Law
University of Kent 2006 — 2007
LL.M, International Economic Law
Vermont Law School 2003 — 2006
Juris Doctor, Law
Southern Illinois University, Carbondale 1998 — 2001
BSc., WED- Education
Eastern Connecticut State University
Ollennu, Green and Associates, LLC May 2009 - Present
Citigroup, Smith Barney November 2007 - August 2008
Skills
Civil Litigation, Mediation, Trial Practice, Litigation, Legal Research, Attorneys, Juvenile Law, Legal Assistance, Immigration Law, Arbitration, Family Mediation, Legal Writing, Courts, Wills, Family Law
Education
University of Ghana, School of Law
Law
University of Kent 2006 — 2007
LL.M, International Economic Law
Vermont Law School 2003 — 2006
Juris Doctor, Law
Southern Illinois University, Carbondale 1998 — 2001
BSc., WED- Education
Eastern Connecticut State University
Shane Moore, CFP® Shane Moore, CFP®'s Citigroup Smith Barney Experience 2001 - 2003
Job National Speaker, Author, and Wealth Manager
Industry Financial Services
Experience
Quartz Financial 2007 - Present
The Sudden Wealth Center 2010 - Present
JPMorgan 2003 - 2007
Citigroup Smith Barney 2001 - 2003
JPMorgan Chase 1993 - 2001
Skills
Sudden Wealth Management, Comprehensive Wealth..., Investment Management, Financial Planning, Life Insurance, Long-Term Care Insurance, Asset Protection, Retirement Planning, Estate Planning, Municipal Bonds, Universal Life, Whole Life, Public Speaking, Writing
Education
Texas Tech University 1992 — 1993
MSBA, Banking & Finance
Texas State University-San Marcos 1988 — 1992
BBA, Finance
College for Financial Planning 1995 — 1998
CFP designation, CFP Certification Professional Education Program
Quartz Financial 2007 - Present
The Sudden Wealth Center 2010 - Present
JPMorgan 2003 - 2007
Citigroup Smith Barney 2001 - 2003
JPMorgan Chase 1993 - 2001
Skills
Sudden Wealth Management, Comprehensive Wealth..., Investment Management, Financial Planning, Life Insurance, Long-Term Care Insurance, Asset Protection, Retirement Planning, Estate Planning, Municipal Bonds, Universal Life, Whole Life, Public Speaking, Writing
Education
Texas Tech University 1992 — 1993
MSBA, Banking & Finance
Texas State University-San Marcos 1988 — 1992
BBA, Finance
College for Financial Planning 1995 — 1998
CFP designation, CFP Certification Professional Education Program
Dave Meyrowitz Dave Meyrowitz's Citigroup Smith Barney Experience July 2003 - February 2006
Job VP Strategy and Business Development at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions June 2014 - Present
Credit Suisse March 2008 - December 2013
Citigroup Private Bank March 2006 - September 2007
Citigroup - Smith Barney July 2003 - February 2006
Raymond James Financial October 1999 - March 2002
A.T. Kearney August 1997 - June 1999
JP Morgan April 1993 - July 1995
Ernst and Young August 1991 - April 1993
Skills
Wealth Management, Financial Services, Strategy, Management Consulting, Marketing, Strategic Financial..., Business Strategy, Process Improvement, Corporate Development, Private Banking, Cross-functional Team..., Consulting, Derivatives, Investments, Portfolio Management, Equities, Finance, Strategic Planning, Investment Banking, Business Development, Risk Management, Analysis, Executive Management, Management, Financial Modeling, Corporate Finance, Private Equity, Mergers & Acquisitions, Competitive Analysis, Leadership, Due Diligence, Financial Analysis, Capital Markets, New Business Development, Asset Management
Education
J.L. Kellogg Graduate School of Management 1995 — 1997
MBA, Business Manangement
The College of William and Mary 1987 — 1991
BBA, Accounting
Broadridge Financial Solutions June 2014 - Present
Credit Suisse March 2008 - December 2013
Citigroup Private Bank March 2006 - September 2007
Citigroup - Smith Barney July 2003 - February 2006
Raymond James Financial October 1999 - March 2002
A.T. Kearney August 1997 - June 1999
JP Morgan April 1993 - July 1995
Ernst and Young August 1991 - April 1993
Skills
Wealth Management, Financial Services, Strategy, Management Consulting, Marketing, Strategic Financial..., Business Strategy, Process Improvement, Corporate Development, Private Banking, Cross-functional Team..., Consulting, Derivatives, Investments, Portfolio Management, Equities, Finance, Strategic Planning, Investment Banking, Business Development, Risk Management, Analysis, Executive Management, Management, Financial Modeling, Corporate Finance, Private Equity, Mergers & Acquisitions, Competitive Analysis, Leadership, Due Diligence, Financial Analysis, Capital Markets, New Business Development, Asset Management
Education
J.L. Kellogg Graduate School of Management 1995 — 1997
MBA, Business Manangement
The College of William and Mary 1987 — 1991
BBA, Accounting
Asher Hoffman, Esq. Asher Hoffman, Esq.'s Citigroup Smith Barney Experience June 2007 - August 2007
Job Attorney at McNamara & Drass, LLP
Industry Law Practice
Experience
McNamara & Drass, LLP January 2014 - Present
Newhouse and Creager, LLP July 2013 - January 2014
The Tax Credit Company August 2012 - January 2013
CMG Worldwide May 2011 - August 2011
New York State Supreme Court May 2010 - July 2010
Law Offices of Bea Perl September 2007 - June 2009
Citigroup Smith Barney June 2007 - August 2007
Law Offices of Charles J. Kleiner, Esq September 2004 - June 2005
Skills
Legal Writing, Legal Research, Intellectual Property, Microsoft Excel, Licensing, Microsoft Word, PowerPoint, Microsoft Office, Litigation, Corporate Law, Social Media, Accounting, Public Speaking, Analysis, Research, Tax Advisory, Tax, Tax Credits, Business Development
Education
New York Law School 2009 — 2012
J.D
Yeshiva University 2005 — 2009
B.A, Economics
McNamara & Drass, LLP January 2014 - Present
Newhouse and Creager, LLP July 2013 - January 2014
The Tax Credit Company August 2012 - January 2013
CMG Worldwide May 2011 - August 2011
New York State Supreme Court May 2010 - July 2010
Law Offices of Bea Perl September 2007 - June 2009
Citigroup Smith Barney June 2007 - August 2007
Law Offices of Charles J. Kleiner, Esq September 2004 - June 2005
Skills
Legal Writing, Legal Research, Intellectual Property, Microsoft Excel, Licensing, Microsoft Word, PowerPoint, Microsoft Office, Litigation, Corporate Law, Social Media, Accounting, Public Speaking, Analysis, Research, Tax Advisory, Tax, Tax Credits, Business Development
Education
New York Law School 2009 — 2012
J.D
Yeshiva University 2005 — 2009
B.A, Economics
Jason Dominicak Jason Dominicak's Citigroup Smith Barney Experience January 2000 - January 2004
Job National Account Executive at Cortera, Inc.
Industry Financial Services
Experience
Cortera, Inc. June 2015 - Present
Equifax May 2013 - June 2015
Vnomics 2012 - 2013
Management Consulting 2008 - 2011
The Gallup Organization 2004 - 2008
Citigroup - Smith Barney January 2000 - January 2004
Skills
Business Development, Strategy, Leadership, Team Building, Solution Selling, Strategic Planning, Sales, Business Strategy, Start-ups, Mergers & Acquisitions, Strategic Partnerships
Education
Bradley University
B.S., Accounting
Cortera, Inc. June 2015 - Present
Equifax May 2013 - June 2015
Vnomics 2012 - 2013
Management Consulting 2008 - 2011
The Gallup Organization 2004 - 2008
Citigroup - Smith Barney January 2000 - January 2004
Skills
Business Development, Strategy, Leadership, Team Building, Solution Selling, Strategic Planning, Sales, Business Strategy, Start-ups, Mergers & Acquisitions, Strategic Partnerships
Education
Bradley University
B.S., Accounting
Viraj Parikh Viraj Parikh's Citigroup Smith Barney Experience June 2002 - May 2005
Job Director of Finance at Edgenet, Inc.
Industry Computer Software
Experience
Edgenet, Inc. January 2015 - Present
LEAD Public Schools September 2013 - January 2015
Vailwood Capital January 2009 - September 2013
Courage Capital Management July 2005 - June 2008
Citigroup Smith Barney June 2002 - May 2005
50 Lexington Ave Co-Op Board 2001 - 2003
Topaz Capital November 1999 - February 2002
Schroders May 1997 - October 1999
Arthur Andersen September 1993 - May 1996
Senator Frank Lautenberg of New Jersey, U.S. Senate June 1992 - August 1992
Skills
Value Investing, Business Strategy, Hedge Funds, Equities, Portfolio Management, Investments, Entrepreneurship, Valuation, Business Development, Start-ups, Strategy, Finance, Management, JavaScript, HTML 5, Project Management, CSS3, Real Estate, CSS, E-commerce, Equity Research, Private Equity, Analysis, Venture Capital, Financial Services, Leadership, Asset Allocation, Restructuring, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Consulting, Asset Management, Program Management, Alternative Investments, Investment Management, Due Diligence, Corporate Development, Equity Derivatives, Investor Relations, Equity Valuation
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance/Security Analysis
University of California, Berkeley 1989 — 1993
Bachelor of Arts (B.A.), Major: Political Economy; Minor: Business Administration
Nashville Software School 2013 — 2013
Foundations in Web/Software Development
St. Joseph High School (Metuchen, NJ) 1985 — 1989
Edgenet, Inc. January 2015 - Present
LEAD Public Schools September 2013 - January 2015
Vailwood Capital January 2009 - September 2013
Courage Capital Management July 2005 - June 2008
Citigroup Smith Barney June 2002 - May 2005
50 Lexington Ave Co-Op Board 2001 - 2003
Topaz Capital November 1999 - February 2002
Schroders May 1997 - October 1999
Arthur Andersen September 1993 - May 1996
Senator Frank Lautenberg of New Jersey, U.S. Senate June 1992 - August 1992
Skills
Value Investing, Business Strategy, Hedge Funds, Equities, Portfolio Management, Investments, Entrepreneurship, Valuation, Business Development, Start-ups, Strategy, Finance, Management, JavaScript, HTML 5, Project Management, CSS3, Real Estate, CSS, E-commerce, Equity Research, Private Equity, Analysis, Venture Capital, Financial Services, Leadership, Asset Allocation, Restructuring, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Consulting, Asset Management, Program Management, Alternative Investments, Investment Management, Due Diligence, Corporate Development, Equity Derivatives, Investor Relations, Equity Valuation
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance/Security Analysis
University of California, Berkeley 1989 — 1993
Bachelor of Arts (B.A.), Major: Political Economy; Minor: Business Administration
Nashville Software School 2013 — 2013
Foundations in Web/Software Development
St. Joseph High School (Metuchen, NJ) 1985 — 1989
Analise Cartier Analise Cartier's Citigroup Smith Barney Experience January 2006 - June 2006
Job Derivative Operations Specialist, Associate 1 at State Street
Industry Financial Services
Experience
State Street August 2012 - Present
Internal Revenue Service March 2012 - April 2012
GE Healthcare February 2009 - March 2010
Leadership for the 21st Century January 2008 - February 2009
Citigroup-Smith Barney January 2006 - June 2006
AD Driving School October 2002 - August 2005
Skills
Project Management, Spreadsheets, Customer Satisfaction, Pricing, Strategic Planning, Marketing, Leadership, Finance, Consulting, Analysis, financial securities, Securities, Management, Software Documentation, Strategy
Education
DeVry University 2007 — 2008
Bachelor of Science, Business Management, 4.0
Queensborough Community College 2002 — 2006
Associate, Science, Business Administration
State Street August 2012 - Present
Internal Revenue Service March 2012 - April 2012
GE Healthcare February 2009 - March 2010
Leadership for the 21st Century January 2008 - February 2009
Citigroup-Smith Barney January 2006 - June 2006
AD Driving School October 2002 - August 2005
Skills
Project Management, Spreadsheets, Customer Satisfaction, Pricing, Strategic Planning, Marketing, Leadership, Finance, Consulting, Analysis, financial securities, Securities, Management, Software Documentation, Strategy
Education
DeVry University 2007 — 2008
Bachelor of Science, Business Management, 4.0
Queensborough Community College 2002 — 2006
Associate, Science, Business Administration
Kristen Groleau's Citigroup Smith Barney Experience May 2006 - August 2006
Job J.D., M.B.A.
Industry Legal Services
Experience
Perry Law, P.A. April 2015 - Present
Berkowitz Law Group April 2013 - July 2013
Law Office of Gina Cadogan, P.A. November 2012 - November 2012
Law Office of Kimberly A. Gilmour 2009 - 2011
H. Wayne Huizenga School of Business and Entrepreneurship March 2009 - May 2009
Armor Fire Stop & Doors, Inc. February 2008 - December 2008
Citigroup Smith Barney May 2006 - August 2006
R.R. Donnelly & Sons, Inc. June 2005 - August 2005
Skills
Legal Research, Research, Editing, Microsoft Office, Legal Writing, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Marketing Strategy, Commercial Litigation, Westlaw, Corporate Law, LexisNexis, Mediation
Education
University of Miami School of Law 2009 — 2012
Doctor of Law (J.D.), Corporate Law
Nova Southeastern University 2007 — 2009
Master of Business Administration (M.B.A.), Master of Business Administration
Franklin & Marshall College 2005 — 2007
Bachelor of Arts (B.A.), Business, Organizations & Society and Government double major (Pre-Law)
Perry Law, P.A. April 2015 - Present
Berkowitz Law Group April 2013 - July 2013
Law Office of Gina Cadogan, P.A. November 2012 - November 2012
Law Office of Kimberly A. Gilmour 2009 - 2011
H. Wayne Huizenga School of Business and Entrepreneurship March 2009 - May 2009
Armor Fire Stop & Doors, Inc. February 2008 - December 2008
Citigroup Smith Barney May 2006 - August 2006
R.R. Donnelly & Sons, Inc. June 2005 - August 2005
Skills
Legal Research, Research, Editing, Microsoft Office, Legal Writing, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Marketing Strategy, Commercial Litigation, Westlaw, Corporate Law, LexisNexis, Mediation
Education
University of Miami School of Law 2009 — 2012
Doctor of Law (J.D.), Corporate Law
Nova Southeastern University 2007 — 2009
Master of Business Administration (M.B.A.), Master of Business Administration
Franklin & Marshall College 2005 — 2007
Bachelor of Arts (B.A.), Business, Organizations & Society and Government double major (Pre-Law)
Barry Kushnir Barry Kushnir's Citigroup Smith Barney Experience May 2002 - May 2009
Job IT Professional | Software Engineering | Project Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2009 - June 2015
Citigroup - Smith Barney May 2002 - May 2009
Citigroup - Smith Barney July 2000 - May 2002
TIAA-CREF October 1994 - July 2000
Deloitte & Touche January 1993 - October 1994
Skills
Database Design, Business Process..., Java Enterprise Edition, Object Oriented Design, SDLC, Business Analysis, Vendor Management, Financial Services, IT Strategy, Enterprise Architecture, Software Project..., Requirements Analysis, Integration, Sybase, Equities, Analysis, Architecture, Management, Risk Management, Project Management, Software Development, Databases, IT Security Assessments, IT Security Best...
Education
Long Island University 1998 — 2000
M.S., computer science
State University of New York College at Oswego 1982 — 1986
B.A., Computer Science
Morgan Stanley Wealth Management May 2009 - June 2015
Citigroup - Smith Barney May 2002 - May 2009
Citigroup - Smith Barney July 2000 - May 2002
TIAA-CREF October 1994 - July 2000
Deloitte & Touche January 1993 - October 1994
Skills
Database Design, Business Process..., Java Enterprise Edition, Object Oriented Design, SDLC, Business Analysis, Vendor Management, Financial Services, IT Strategy, Enterprise Architecture, Software Project..., Requirements Analysis, Integration, Sybase, Equities, Analysis, Architecture, Management, Risk Management, Project Management, Software Development, Databases, IT Security Assessments, IT Security Best...
Education
Long Island University 1998 — 2000
M.S., computer science
State University of New York College at Oswego 1982 — 1986
B.A., Computer Science
Kelly Greaton Kelly Greaton's Citigroup Smith Barney Experience November 2000 - September 2005
Job Medtronic Sales & Business Development
Industry Medical Devices
Experience
Medtronic April 2012 - Present
US Endoscopy May 2008 - April 2012
Sanofi Aventis September 2005 - May 2008
Citigroup Smith Barney November 2000 - September 2005
George K. Baum & Company July 1999 - October 2000
The Pillsbury Company May 1996 - July 1999
Merrill Lynch September 1994 - May 1996
Skills
Business Development, Capital Equipment, Gastroenterology, Hospitals, Investments, Market Development, Medical Devices, Operating Room, Disposables, Cardiology, Pain Management, Pharmaceutical Sales, Product Launch, Sales Operations, Surgeons, Cross-functional Team..., Healthcare, Strategic Planning, Surgical Instruments, Urology
Education
University of St. Thomas
Master of Business Communication, Magna Cum Laude
Hamline University 1992 — 1996
Bachelor of Arts (BA), Economics, Magna Cum Laude
Medtronic April 2012 - Present
US Endoscopy May 2008 - April 2012
Sanofi Aventis September 2005 - May 2008
Citigroup Smith Barney November 2000 - September 2005
George K. Baum & Company July 1999 - October 2000
The Pillsbury Company May 1996 - July 1999
Merrill Lynch September 1994 - May 1996
Skills
Business Development, Capital Equipment, Gastroenterology, Hospitals, Investments, Market Development, Medical Devices, Operating Room, Disposables, Cardiology, Pain Management, Pharmaceutical Sales, Product Launch, Sales Operations, Surgeons, Cross-functional Team..., Healthcare, Strategic Planning, Surgical Instruments, Urology
Education
University of St. Thomas
Master of Business Communication, Magna Cum Laude
Hamline University 1992 — 1996
Bachelor of Arts (BA), Economics, Magna Cum Laude
Robert M. Drake Robert M. Drake's Citigroup Smith Barney Experience 2004 - 2007
Job Chief Executive Officer, Drake Financial Consulting, LLC
Industry Financial Services
Experience
Drake Financial Consulting, LLC October 2011 - Present
Bank of America, US Trust March 2009 - October 2011
US Fiduciary March 2007 - March 2009
Citigroup-Smith Barney 2004 - 2007
Wachovia Securities, LLC October 1997 - April 2004
Prudential Financial 1997 - 2003
Dean Witter Reynolds Inc. 1980 - 1997
Dean Witter Reynolds Inc. 1980 - 1997
Morgan Stanley Dean Witter February 1980 - 1996
Skills
Wealth Management, Investments, Private Banking, Asset Management, Portfolio Management, Coaching, Executive..., Executive, Private..., Strategic Planning, Practice Management, Executive Development, Asset Managment, Coaching, Asset Allocation, Alternative Investments, Series 7, Fixed Income, Mutual Funds, Investment Advisory, Leadership, Securities, Trading, Financial Services, Strategy, Series 63, Equities, Mergers & Acquisitions, Relationship Management, FINRA, Finance, Hedge Funds, ETFs, Investment Management, Investment Strategies, Financial Advisory, Capital Markets, Business Development, Wealth Management..., Management, Consulting, Private Equity, Executive Management, Investment Banking, Financial Modeling, Financial Planning
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program, Marketing & Finance
Georgia State University 1970 — 1972
Bachelor of Arts-Mathematics, Grad Studies in Statistics
Georgia State University 1969 — 1970
BA, Statistics, Psychology
University of Louisiana at Monroe 1967 — 1968
None, Math, Psychology
University of Miami 1965 — 1967
None, Civil Engineering
Satellite High School
Satellite High School
Satellite High School
Satellite High School
Drake Financial Consulting, LLC October 2011 - Present
Bank of America, US Trust March 2009 - October 2011
US Fiduciary March 2007 - March 2009
Citigroup-Smith Barney 2004 - 2007
Wachovia Securities, LLC October 1997 - April 2004
Prudential Financial 1997 - 2003
Dean Witter Reynolds Inc. 1980 - 1997
Dean Witter Reynolds Inc. 1980 - 1997
Morgan Stanley Dean Witter February 1980 - 1996
Skills
Wealth Management, Investments, Private Banking, Asset Management, Portfolio Management, Coaching, Executive..., Executive, Private..., Strategic Planning, Practice Management, Executive Development, Asset Managment, Coaching, Asset Allocation, Alternative Investments, Series 7, Fixed Income, Mutual Funds, Investment Advisory, Leadership, Securities, Trading, Financial Services, Strategy, Series 63, Equities, Mergers & Acquisitions, Relationship Management, FINRA, Finance, Hedge Funds, ETFs, Investment Management, Investment Strategies, Financial Advisory, Capital Markets, Business Development, Wealth Management..., Management, Consulting, Private Equity, Executive Management, Investment Banking, Financial Modeling, Financial Planning
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program, Marketing & Finance
Georgia State University 1970 — 1972
Bachelor of Arts-Mathematics, Grad Studies in Statistics
Georgia State University 1969 — 1970
BA, Statistics, Psychology
University of Louisiana at Monroe 1967 — 1968
None, Math, Psychology
University of Miami 1965 — 1967
None, Civil Engineering
Satellite High School
Satellite High School
Satellite High School
Satellite High School
Kelly Montgomery Kelly Montgomery's Citigroup Smith Barney Experience September 2005 - October 2006
Job Finance
Industry Investment Management
Experience
Self-employed August 2012 - November 2013
Omega Global Enterprises May 2011 - August 2012
Northwest Plan Services/Investment Consulting February 2007 - July 2009
Citigroup Smith Barney September 2005 - October 2006
D.A. Davidson & Co. May 2005 - August 2005
Meng Analysis September 2004 - May 2005
Sander Capital Advisors September 2003 - May 2005
Skills
Excel (large data..., Microsoft Word, PowerPoint, Access, Financial Product..., Public Speaking, Financial Statements, Financial Statement..., Lexis, Westlaw, Bloomberg, HTML, XML, EDGAR filings, adobe photoshop, Relius Administration, ERISA, Document Review, Legal Research, Securities Regulation, Management, Due Diligence, Investments, Finance, Microsoft Office, Mutual Funds, Private Equity, Portfolio Management, Research, Mergers & Acquisitions
Education
Fordham University School of Law 2009 — 2012
Banking, Corporate, Finance, and Securities Law
Seattle University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6
Self-employed August 2012 - November 2013
Omega Global Enterprises May 2011 - August 2012
Northwest Plan Services/Investment Consulting February 2007 - July 2009
Citigroup Smith Barney September 2005 - October 2006
D.A. Davidson & Co. May 2005 - August 2005
Meng Analysis September 2004 - May 2005
Sander Capital Advisors September 2003 - May 2005
Skills
Excel (large data..., Microsoft Word, PowerPoint, Access, Financial Product..., Public Speaking, Financial Statements, Financial Statement..., Lexis, Westlaw, Bloomberg, HTML, XML, EDGAR filings, adobe photoshop, Relius Administration, ERISA, Document Review, Legal Research, Securities Regulation, Management, Due Diligence, Investments, Finance, Microsoft Office, Mutual Funds, Private Equity, Portfolio Management, Research, Mergers & Acquisitions
Education
Fordham University School of Law 2009 — 2012
Banking, Corporate, Finance, and Securities Law
Seattle University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6
Robert N Oram Robert N Oram's Citigroup Smith Barney Experience May 2003 - September 2005
Job THG Consultants
Industry Financial Services
Experience
THG Consultants September 2015 - Present
Wellington Shields & Co., LLC September 2013 - January 2014
Wunderlich Securities March 2010 - April 2012
FTN EQUITY CAPITAL MARKETS, New York, NY September 2005 - February 2010
CITIGROUP SMITH BARNEY May 2003 - September 2005
Credit Suisse First Boston January 1997 - April 2003
Alex Brown & Sons 1990 - 1996
Alex Brown & Sons 1990 - 1996
Alex Brown & Sons 1990 - 1996
Skills
Hedge Funds, Capital Markets, Institutional..., Series 7, Securities, Portfolio Management, Financial Services, Financial Advisory, Equities, Financial Modeling, Investments, Investment Banking, Training, Equity Research, Series 63, Leveraged Finance, Management, Sales Management, Sales, Mutual Funds, Recruiting, Equity Capital Markets, Financial Analysis, Pension Funds, Valuation, Strategic Planning, Private Equity, Bloomberg, Alternative Investments
Education
Adelphi University 1969 — 1972
BBA, Cum Laude, Business Administration
THG Consultants September 2015 - Present
Wellington Shields & Co., LLC September 2013 - January 2014
Wunderlich Securities March 2010 - April 2012
FTN EQUITY CAPITAL MARKETS, New York, NY September 2005 - February 2010
CITIGROUP SMITH BARNEY May 2003 - September 2005
Credit Suisse First Boston January 1997 - April 2003
Alex Brown & Sons 1990 - 1996
Alex Brown & Sons 1990 - 1996
Alex Brown & Sons 1990 - 1996
Skills
Hedge Funds, Capital Markets, Institutional..., Series 7, Securities, Portfolio Management, Financial Services, Financial Advisory, Equities, Financial Modeling, Investments, Investment Banking, Training, Equity Research, Series 63, Leveraged Finance, Management, Sales Management, Sales, Mutual Funds, Recruiting, Equity Capital Markets, Financial Analysis, Pension Funds, Valuation, Strategic Planning, Private Equity, Bloomberg, Alternative Investments
Education
Adelphi University 1969 — 1972
BBA, Cum Laude, Business Administration
Jon Underkofler Jon Underkofler's Citigroup Smith Barney Experience December 2005 - September 2006
Job Vice President Senior Wealth Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management July 2014 - Present
Waddell & Reed (Independent Registered Investment Advisor) October 2006 - June 2014
Citigroup Smith Barney December 2005 - September 2006
JPMorgan Chase October 2003 - December 2005
Wells Fargo Bank December 1995 - October 2003
Skills
Investments, Banking, Series 7, Financial Advisory, Financial Services, Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Insurance, Wealth Management, Portfolio Management, Series 63, Finance, Management, Asset Allocation, CRM, Sales, Financial Planning
Education
College of Financial Planning 2007 — 2008
AAMS, CRPC, Financial Planning
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Finance
Arizona State University 1997 — 2001
B.S., Economics
BNY Mellon Wealth Management July 2014 - Present
Waddell & Reed (Independent Registered Investment Advisor) October 2006 - June 2014
Citigroup Smith Barney December 2005 - September 2006
JPMorgan Chase October 2003 - December 2005
Wells Fargo Bank December 1995 - October 2003
Skills
Investments, Banking, Series 7, Financial Advisory, Financial Services, Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Insurance, Wealth Management, Portfolio Management, Series 63, Finance, Management, Asset Allocation, CRM, Sales, Financial Planning
Education
College of Financial Planning 2007 — 2008
AAMS, CRPC, Financial Planning
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Finance
Arizona State University 1997 — 2001
B.S., Economics
Peyton Jamison's Citigroup Smith Barney Experience January 2005 - July 2006
Job Vice President at Diversified Financial Planning, Inc.
Industry Investment Management
Experience
Diversified Financial Planning, Inc. July 2006 - Present
Citigroup Smith Barney January 2005 - July 2006
Skills
Fixed Income, Asset Management, Equities, Alternative Investments, Asset Allocation, Bloomberg, Capital Markets, Hedge Funds, Investment Management, Mutual Funds, Portfolio Management, Series 7, Securities, Derivatives, Strategic Planning, Series 63, Customer Service
Education
Auburn University 2000 — 2004
Finance
Diversified Financial Planning, Inc. July 2006 - Present
Citigroup Smith Barney January 2005 - July 2006
Skills
Fixed Income, Asset Management, Equities, Alternative Investments, Asset Allocation, Bloomberg, Capital Markets, Hedge Funds, Investment Management, Mutual Funds, Portfolio Management, Series 7, Securities, Derivatives, Strategic Planning, Series 63, Customer Service
Education
Auburn University 2000 — 2004
Finance
Mamta Saggar, CSM, ACP Mamta Saggar, CSM, ACP's Citigroup Smith Barney Experience December 2002 - January 2003
Job Program Manager in Financial Services
Industry Financial Services
Experience
American Express August 2014 - Present
Deutsche Bank December 2013 - August 2014
Barclays Capital October 2010 - November 2013
JP Morgan Chase July 2007 - October 2010
The Reserve March 2006 - June 2007
Citigroup July 2003 - March 2006
Citigroup - Smith Barney December 2002 - January 2003
Skills
SDLC, Agile Methodologies, Business Analysis, Leadership, Software Project..., Visio, Vendor Management, Business Requirements, Requirements Analysis, Requirements Gathering, Risk Management, SQL, Agile Project Management, Management, Project Management, Program Management, Financial Services, Strategy, Process Improvement, Business Process..., PMO
Education
New York University 2008 — 2010
Certificate, Project Management
State University of New York at Stony Brook 2000 — 2003
Bachelor of Science (B.S.), Computer Science
Project Management Institute
American Express August 2014 - Present
Deutsche Bank December 2013 - August 2014
Barclays Capital October 2010 - November 2013
JP Morgan Chase July 2007 - October 2010
The Reserve March 2006 - June 2007
Citigroup July 2003 - March 2006
Citigroup - Smith Barney December 2002 - January 2003
Skills
SDLC, Agile Methodologies, Business Analysis, Leadership, Software Project..., Visio, Vendor Management, Business Requirements, Requirements Analysis, Requirements Gathering, Risk Management, SQL, Agile Project Management, Management, Project Management, Program Management, Financial Services, Strategy, Process Improvement, Business Process..., PMO
Education
New York University 2008 — 2010
Certificate, Project Management
State University of New York at Stony Brook 2000 — 2003
Bachelor of Science (B.S.), Computer Science
Project Management Institute
Enk Zgjani Enk Zgjani's Citigroup Smith Barney Experience June 2008 - August 2008
Job Associate Manager, Professional Affairs Finance
Industry Medical Devices
Experience
Stryker January 2015 - Present
Stryker Orthopaedics September 2013 - January 2015
Stryker Orthopaedics October 2010 - October 2013
Chicago Investment Group October 2009 - December 2009
Citigroup Smith Barney June 2008 - August 2008
Skills
Financial Analysis, Forecasting, Sales Operations, Process Improvement
Education
Rutgers Business School 2005 — 2009
Bachelor of Science, Finance
PCTI
PCTI
Stryker January 2015 - Present
Stryker Orthopaedics September 2013 - January 2015
Stryker Orthopaedics October 2010 - October 2013
Chicago Investment Group October 2009 - December 2009
Citigroup Smith Barney June 2008 - August 2008
Skills
Financial Analysis, Forecasting, Sales Operations, Process Improvement
Education
Rutgers Business School 2005 — 2009
Bachelor of Science, Finance
PCTI
PCTI
Angela Staraya Angela Staraya's Citigroup Smith Barney Experience February 1998 - January 2009
Job Sr. Programmer Analyst at UPS
Industry Information Technology and Services
Experience
UPS March 2014 - Present
Morgan Stanley Smith Barney January 2009 - February 2014
Citigroup Smith Barney February 1998 - January 2009
Skills
SDLC, Financial Analysis, Business Analysis, Project Management, Risk Management, CICS, DB2, JCL, SDSF, VSAM, COBOLII, Fileaid, Microsoft Excel, Mainframe, COBOL, Integration, Requirements Analysis
Education
Globe Institute of Technology 1995 — 1997
Associate's degree in Computer Science
UPS March 2014 - Present
Morgan Stanley Smith Barney January 2009 - February 2014
Citigroup Smith Barney February 1998 - January 2009
Skills
SDLC, Financial Analysis, Business Analysis, Project Management, Risk Management, CICS, DB2, JCL, SDSF, VSAM, COBOLII, Fileaid, Microsoft Excel, Mainframe, COBOL, Integration, Requirements Analysis
Education
Globe Institute of Technology 1995 — 1997
Associate's degree in Computer Science
Joseph Sciacca, MBA Joseph Sciacca, MBA's Citigroup Smith Barney Experience July 2007 - December 2008
Job Senior Analyst of Strategy and Analytics at Ralph Lauren
Industry Financial Services
Experience
Ralph Lauren February 2015 - Present
The Children's Place February 2013 - February 2015
Wells Fargo November 2009 - March 2011
Citigroup Smith Barney July 2007 - December 2008
Skills
Windows 2000, Windows..., Credit, Financial Risk, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Accounting, Retail Banking, Banking, Microsoft Excel, Outlook, Finance, Risk Management, Forecasting, Strategic Financial..., Bloomberg, Accounts Receivable, PowerPoint, Relationship Management, Account Management, Credit Analysis, Financial Services, Strategic Planning, Training, Retail, Auditing, Analysis
Education
SNHU
Master of Business Administration (MBA)
Pace University - Lubin School of Business 2005 — 2009
BBA, Finance
John Cabot University
Study Abroad - Rome, Italy, International Business
Ralph Lauren February 2015 - Present
The Children's Place February 2013 - February 2015
Wells Fargo November 2009 - March 2011
Citigroup Smith Barney July 2007 - December 2008
Skills
Windows 2000, Windows..., Credit, Financial Risk, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Accounting, Retail Banking, Banking, Microsoft Excel, Outlook, Finance, Risk Management, Forecasting, Strategic Financial..., Bloomberg, Accounts Receivable, PowerPoint, Relationship Management, Account Management, Credit Analysis, Financial Services, Strategic Planning, Training, Retail, Auditing, Analysis
Education
SNHU
Master of Business Administration (MBA)
Pace University - Lubin School of Business 2005 — 2009
BBA, Finance
John Cabot University
Study Abroad - Rome, Italy, International Business
Krishan Patel Krishan Patel's Citigroup Smith Barney Experience August 2008 - December 2008
Job Managing Partner & General Manager Manager at Holiday Inn Express
Industry Financial Services
Experience
Holiday Inn Express August 2002 - Present
Wingate By Wyndham August 2002 - July 2009
CitiGroup - Smith Barney August 2008 - December 2008
Hollywood Hotel- Extended Stay May 2005 - August 2007
Skills
Budgets, Customer Satisfaction, Leadership, Hotels, Management, Sales
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
Finance, Hospitality Administration, & Entrepreneurship
Holiday Inn Express August 2002 - Present
Wingate By Wyndham August 2002 - July 2009
CitiGroup - Smith Barney August 2008 - December 2008
Hollywood Hotel- Extended Stay May 2005 - August 2007
Skills
Budgets, Customer Satisfaction, Leadership, Hotels, Management, Sales
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
Finance, Hospitality Administration, & Entrepreneurship
James Macisso's Citigroup Smith Barney Experience 2008 - 2008
Job at Sage Data Security
Industry Information Technology and Services
Experience
Sage Data Security, LLC September 2014 - Present
Beacon Hill Staffing Group 2010 - August 2014
Beacon Hill Staffing Group 2010 - 2011
Harpoon Brewery 2009 - 2009
Endicott College Van Loan School of Graduate and Professional Studies 2007 - 2009
Citigroup Smith Barney 2008 - 2008
Fidelity Investments 2007 - 2007
Ananias Variety 2002 - 2006
Skills
Recruiting, Temporary Staffing, Sales, Consulting, Technical Recruiting, Financial Services, New Business Development, Leadership, Client Relationship..., Client Development, CRM, Client Service, Client Retention, Professional Services, Customer Retention, Account Management, Sales Presentations, Salesforce.com, Information Technology, Cyber-security, Information Security, Risk Management, Vulnerability Assessment, Penetration Testing, Information Assurance
Education
Endicott College 2006 — 2010
Bachelors of Science
Portland High School 2002 — 2006
HS
Sage Data Security, LLC September 2014 - Present
Beacon Hill Staffing Group 2010 - August 2014
Beacon Hill Staffing Group 2010 - 2011
Harpoon Brewery 2009 - 2009
Endicott College Van Loan School of Graduate and Professional Studies 2007 - 2009
Citigroup Smith Barney 2008 - 2008
Fidelity Investments 2007 - 2007
Ananias Variety 2002 - 2006
Skills
Recruiting, Temporary Staffing, Sales, Consulting, Technical Recruiting, Financial Services, New Business Development, Leadership, Client Relationship..., Client Development, CRM, Client Service, Client Retention, Professional Services, Customer Retention, Account Management, Sales Presentations, Salesforce.com, Information Technology, Cyber-security, Information Security, Risk Management, Vulnerability Assessment, Penetration Testing, Information Assurance
Education
Endicott College 2006 — 2010
Bachelors of Science
Portland High School 2002 — 2006
HS
Stephen M Ruvituso Stephen M Ruvituso's Citigroup Smith Barney Experience October 2002 - January 2008
Job Managing Director Merrill Lynch Private Bank&Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group September 2013 - Present
UBS January 2008 - September 2013
Citigroup Smith Barney October 2002 - January 2008
Skills
Series 7, Alternative Investments, Equities, Fixed Income, Capital Markets, Asset Management, Wealth Management, Estate Planning
Education
Princeton University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Regis High School 1974 — 1978
Merrill Lynch Private Banking & Investment Group September 2013 - Present
UBS January 2008 - September 2013
Citigroup Smith Barney October 2002 - January 2008
Skills
Series 7, Alternative Investments, Equities, Fixed Income, Capital Markets, Asset Management, Wealth Management, Estate Planning
Education
Princeton University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Regis High School 1974 — 1978
Christopher J. Guandolo, CFP(R) Christopher J. Guandolo, CFP(R)'s Citigroup Smith Barney Experience 2004 - 2007
Job Brown, Guandolo, Onuska & Orr The Advisory Partners of Beaver, PA
Industry Financial Services
Experience
Janney Montgomery Scott 2007 - Present
Citigroup - Smith Barney 2004 - 2007
Merrill Lynch 1999 - 2004
Skills
Investment Strategies, Series 7, Wealth Management, Estate Planning, Retirement Planning, Securities, Uniform Combined State..., Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investment Advisory, Financial Advisory, Finance, Portfolio Management, Alternative Investments, Investments, Financial Planning, Credit
Education
Bucknell University 1996 — 2000
Bachelor of Science (B.S.), Business Administration/ Economics
Janney Montgomery Scott 2007 - Present
Citigroup - Smith Barney 2004 - 2007
Merrill Lynch 1999 - 2004
Skills
Investment Strategies, Series 7, Wealth Management, Estate Planning, Retirement Planning, Securities, Uniform Combined State..., Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investment Advisory, Financial Advisory, Finance, Portfolio Management, Alternative Investments, Investments, Financial Planning, Credit
Education
Bucknell University 1996 — 2000
Bachelor of Science (B.S.), Business Administration/ Economics
Martin Morales's Citigroup Smith Barney Experience April 2001 - August 2006
Job Senior Vice President Relationship Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass February 2012 - Present
Italy America Chamber of Commerce of Texas 2012 - Present
Citibank August 2006 - February 2012
Citigroup Smith Barney April 2001 - August 2006
JP Morgan Chase 1985 - 2001
Skills
Credit, Investments, Cash Management, Treasury Management, Commercial Banking, Loans, Capital Markets, Financial Services, Commercial Lending, Fixed Income, Trade Finance, Banking, Credit Analysis, Loan Origination, Portfolio Management, Credit Risk, Mortgage Lending, Relationship Management, Underwriting, Retail Banking, Insurance, Foreign Exchange, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1981
MBA, Management and Finance
Baylor University 1971 — 1975
BA, Psychology
Bellaire High School - Houston TX 1969 — 1971
High School Diploma
BBVA Compass February 2012 - Present
Italy America Chamber of Commerce of Texas 2012 - Present
Citibank August 2006 - February 2012
Citigroup Smith Barney April 2001 - August 2006
JP Morgan Chase 1985 - 2001
Skills
Credit, Investments, Cash Management, Treasury Management, Commercial Banking, Loans, Capital Markets, Financial Services, Commercial Lending, Fixed Income, Trade Finance, Banking, Credit Analysis, Loan Origination, Portfolio Management, Credit Risk, Mortgage Lending, Relationship Management, Underwriting, Retail Banking, Insurance, Foreign Exchange, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1981
MBA, Management and Finance
Baylor University 1971 — 1975
BA, Psychology
Bellaire High School - Houston TX 1969 — 1971
High School Diploma
Scott Shuryn Scott Shuryn's Citigroup Smith Barney Experience July 2007 - September 2008
Job Vice President, RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2015 - Present
J.P. Morgan February 2013 - April 2015
Morgan Stanley Smith Barney, Private Portfolio Group January 2012 - January 2013
Morgan Stanley Smith Barney, Private Portfolio Group September 2008 - January 2012
Citigroup Smith Barney July 2007 - September 2008
Skills
Fixed Income, Equities, Investments, Trading, Securities, Series 7, Equity Trading, Portfolio Management, Bloomberg, Trade Management, Change Leadership, Series 63, Series 65
Education
Pace University - Lubin School of Business 2003 — 2007
BBA, Finance
FINRA
Series 7, Finance
NASAA
Series 66, Finance
RBC Wealth Management April 2015 - Present
J.P. Morgan February 2013 - April 2015
Morgan Stanley Smith Barney, Private Portfolio Group January 2012 - January 2013
Morgan Stanley Smith Barney, Private Portfolio Group September 2008 - January 2012
Citigroup Smith Barney July 2007 - September 2008
Skills
Fixed Income, Equities, Investments, Trading, Securities, Series 7, Equity Trading, Portfolio Management, Bloomberg, Trade Management, Change Leadership, Series 63, Series 65
Education
Pace University - Lubin School of Business 2003 — 2007
BBA, Finance
FINRA
Series 7, Finance
NASAA
Series 66, Finance
Irina Pirotskaya Irina Pirotskaya's Citigroup Smith Barney Experience March 1997 - July 2005
Job Vice President, Senior Program Manager for IB Change at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank May 2014 - Present
J.P. Morgan May 2011 - May 2014
Morgan Stanley July 2005 - May 2011
Citigroup Smith Barney March 1997 - July 2005
Bankers Trust Company September 1995 - March 1997
Skills
Equities, Investment Banking, SDLC, Equity Derivatives, Trading Systems, Financial Services, Derivatives, Capital Markets, Project Management, Equity Trading, Management, Project Governance, Program Management, Electronic Trading, Front Office, Middle Office, Back Office, High Touch, Low Touch, Governance, Cross-functional Team..., Regulatory Projects, Syndicate Underwriting..., Leveraged Finance, Investment Bank Change, Managing Economic...
Education
Pace University 1997 — 2002
MBA, Finance
New York University, NYU 1993 — 1995
BA, Computer Science
Barclays Investment Bank May 2014 - Present
J.P. Morgan May 2011 - May 2014
Morgan Stanley July 2005 - May 2011
Citigroup Smith Barney March 1997 - July 2005
Bankers Trust Company September 1995 - March 1997
Skills
Equities, Investment Banking, SDLC, Equity Derivatives, Trading Systems, Financial Services, Derivatives, Capital Markets, Project Management, Equity Trading, Management, Project Governance, Program Management, Electronic Trading, Front Office, Middle Office, Back Office, High Touch, Low Touch, Governance, Cross-functional Team..., Regulatory Projects, Syndicate Underwriting..., Leveraged Finance, Investment Bank Change, Managing Economic...
Education
Pace University 1997 — 2002
MBA, Finance
New York University, NYU 1993 — 1995
BA, Computer Science
Sandro Arce Sandro Arce's Citigroup Smith Barney Experience September 2008 - May 2009
Job Associate at Forest Hills Capital Management
Industry
Experience
Forest Hills Capital Management August 2012 - July 2014
Merrill Lynch June 2010 - May 2011
Citigroup Smith Barney September 2008 - May 2009
FRS Philippine Freight Services June 2008 - August 2008
Skills
Bloomberg, Portfolio Management, Microsoft Excel, Financial Statement..., Financial Modeling, LBO, IRR Analysis, Valuation, Due Diligence, PowerPoint, Microsoft Word, Direct Marketing, Private Equity, Investments, Risk Management, Economics, Financial Services
Education
Fordham University 2007 — 2011
Bachelor's degree, Finance, General
Xavier High School 2003 — 2007
Coursera
Forest Hills Capital Management August 2012 - July 2014
Merrill Lynch June 2010 - May 2011
Citigroup Smith Barney September 2008 - May 2009
FRS Philippine Freight Services June 2008 - August 2008
Skills
Bloomberg, Portfolio Management, Microsoft Excel, Financial Statement..., Financial Modeling, LBO, IRR Analysis, Valuation, Due Diligence, PowerPoint, Microsoft Word, Direct Marketing, Private Equity, Investments, Risk Management, Economics, Financial Services
Education
Fordham University 2007 — 2011
Bachelor's degree, Finance, General
Xavier High School 2003 — 2007
Coursera
Ronda Melton, CPA,MBA, PFS Ronda Melton, CPA,MBA, PFS's Citigroup Smith Barney Experience 2007 - 2008
Job ronda@taxcpaofal.com
Industry Accounting
Experience
Ronda J Melton CPA, LLC April 2010 - Present
Sirmon and Simmons June 2008 - April 2010
Citigroup Smith Barney 2007 - 2008
Solberger & Smith March 2006 - September 2007
Physicians Care Plaza 1999 - 2005
Education
University of South Alabama 2010 — 2012
Masters, Accountancy
University of South Alabama 2005 — 2009
MBA, Business/ Accounting
The University of Southern Mississippi 2003 — 2005
BS, Accounting
MGCCC 2001 — 2003
AA, Busines
Art Institute of Atlanta 1991 — 1993
Art/ Fashion Marketing
Ronda J Melton CPA, LLC April 2010 - Present
Sirmon and Simmons June 2008 - April 2010
Citigroup Smith Barney 2007 - 2008
Solberger & Smith March 2006 - September 2007
Physicians Care Plaza 1999 - 2005
Education
University of South Alabama 2010 — 2012
Masters, Accountancy
University of South Alabama 2005 — 2009
MBA, Business/ Accounting
The University of Southern Mississippi 2003 — 2005
BS, Accounting
MGCCC 2001 — 2003
AA, Busines
Art Institute of Atlanta 1991 — 1993
Art/ Fashion Marketing
Peter J. Gaughan, AIF® Peter J. Gaughan, AIF®'s Citigroup Smith Barney Experience September 1988 - October 2004
Job First Vice President, Investments & Investment Management Consultantat Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates, Inc. February 2013 - Present
Morgan Keegan & Co., Inc. October 2007 - April 2012
UBS Financial Services, Inc. November 2004 - October 2007
Citigroup Smith Barney September 1988 - October 2004
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Financial Advisory, Series 7, Securities, Finance, Insurance, Business Analysis, Change Management, Retirement Planning, Mergers & Acquisitions, Investment Management
Education
University of Cincinnati 1974 — 1979
BUP, Architecture, Design, Urban Planning, Economics
John Carroll University 1973 — 1974
History
Raymond James & Associates, Inc. February 2013 - Present
Morgan Keegan & Co., Inc. October 2007 - April 2012
UBS Financial Services, Inc. November 2004 - October 2007
Citigroup Smith Barney September 1988 - October 2004
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Financial Advisory, Series 7, Securities, Finance, Insurance, Business Analysis, Change Management, Retirement Planning, Mergers & Acquisitions, Investment Management
Education
University of Cincinnati 1974 — 1979
BUP, Architecture, Design, Urban Planning, Economics
John Carroll University 1973 — 1974
History
Mike Thomsen Mike Thomsen's Citigroup Smith Barney Experience December 2006 - May 2007
Job Strategy Associate at YouTube
Industry Internet
Experience
YouTube August 2015 - Present
YouTube June 2014 - August 2014
Deloitte August 2009 - September 2013
Marsh June 2007 - August 2007
Citigroup Smith Barney December 2006 - May 2007
Skills
Management, Strategy, Business Strategy, Data Analysis, Financial Modeling, Financial Analysis, Valuation, Management Consulting, SEC filings, Spanish, Social Media, Entrepreneurship, Analysis, Due Diligence, Budgets, Finance, Competitive Analysis, Mergers & Acquisitions, Microsoft Excel, Project Management, Microsoft Office, Economics
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Product Management, Entrepreneurship, and Corporate Finance
University of Southern California - Marshall School of Business 2005 — 2009
Business Administration, Finance
ESADE Business & Law School 2007 — 2008
Management
YouTube August 2015 - Present
YouTube June 2014 - August 2014
Deloitte August 2009 - September 2013
Marsh June 2007 - August 2007
Citigroup Smith Barney December 2006 - May 2007
Skills
Management, Strategy, Business Strategy, Data Analysis, Financial Modeling, Financial Analysis, Valuation, Management Consulting, SEC filings, Spanish, Social Media, Entrepreneurship, Analysis, Due Diligence, Budgets, Finance, Competitive Analysis, Mergers & Acquisitions, Microsoft Excel, Project Management, Microsoft Office, Economics
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Product Management, Entrepreneurship, and Corporate Finance
University of Southern California - Marshall School of Business 2005 — 2009
Business Administration, Finance
ESADE Business & Law School 2007 — 2008
Management
Wes Gilchrist Wes Gilchrist's Citigroup Smith Barney Experience 2000 - 2002
Job Partner at Lightfoot, Franklin & White
Industry Law Practice
Experience
Lightfoot, Franklin & White January 2014 - Present
Lightfoot, Franklin & White 2006 - Present
Judge Ed Carnes - Eleventh Circuit 2005 - 2006
Citigroup Smith Barney 2000 - 2002
JC Bradford & Co. 1998 - 2000
Skills
Litigation, Appeals, Civil Litigation, Product Liability, Commercial Litigation, Class Actions, Trial Practice, Business Litigation, Arbitration, Torts, Securities Litigation, Toxic Tort
Education
The University of Alabama School of Law 2002 — 2005
JD
Harvard College 1994 — 1998
AB, Economics
Lightfoot, Franklin & White January 2014 - Present
Lightfoot, Franklin & White 2006 - Present
Judge Ed Carnes - Eleventh Circuit 2005 - 2006
Citigroup Smith Barney 2000 - 2002
JC Bradford & Co. 1998 - 2000
Skills
Litigation, Appeals, Civil Litigation, Product Liability, Commercial Litigation, Class Actions, Trial Practice, Business Litigation, Arbitration, Torts, Securities Litigation, Toxic Tort
Education
The University of Alabama School of Law 2002 — 2005
JD
Harvard College 1994 — 1998
AB, Economics
Jeffrey Woei Jeffrey Woei's Citigroup Smith Barney Experience January 1996 - June 2007
Job First Vice President, Investment Officer C(k)P CRPS at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2007 - Present
Citigroup Smith Barney January 1996 - June 2007
Prudential Securities January 1990 - February 1996
Education
University of South Florida 1983 — 1985
Business, FINANCE
Louisiana Tech University 1981 — 1983
Business Finance
Wells Fargo Advisors, LLC June 2007 - Present
Citigroup Smith Barney January 1996 - June 2007
Prudential Securities January 1990 - February 1996
Education
University of South Florida 1983 — 1985
Business, FINANCE
Louisiana Tech University 1981 — 1983
Business Finance
Craig Pfeiffer's Citigroup Smith Barney Experience 2003 - 2009
Job President & CEO at Money Management Institute; Founder & Chairman, Advisors Ahead
Industry Financial Services
Experience
Money Management Institute April 2015 - Present
Advisors Ahead llc June 2012 - Present
Hohting Group llc October 2011 - April 2015
Morgan Stanley Smith Barney 1982 - September 2011
Morgan Stanley Smith Barney 2009 - March 2011
Citigroup Smith Barney 2003 - 2009
Citigroup Smith Barney 1997 - 2003
Travelers Group - Smith Barney 1993 - 1997
Smith Barney 1989 - 1993
Education
Indiana University - Kelley School of Business 1975 — 1978
BS, Finance
Money Management Institute April 2015 - Present
Advisors Ahead llc June 2012 - Present
Hohting Group llc October 2011 - April 2015
Morgan Stanley Smith Barney 1982 - September 2011
Morgan Stanley Smith Barney 2009 - March 2011
Citigroup Smith Barney 2003 - 2009
Citigroup Smith Barney 1997 - 2003
Travelers Group - Smith Barney 1993 - 1997
Smith Barney 1989 - 1993
Education
Indiana University - Kelley School of Business 1975 — 1978
BS, Finance
Sheena Swartz Sheena Swartz's Citigroup Smith Barney Experience May 2008 - July 2008
Job
Industry Financial Services
Experience
N/A Account Management: Citizens BankArnold WorldwideMay 2009 - August 2009
Citigroup Smith Barney May 2008 - July 2008
Education
Florida State University
Bachelor of Science, Marketing and Finance
N/A Account Management: Citizens BankArnold WorldwideMay 2009 - August 2009
Citigroup Smith Barney May 2008 - July 2008
Education
Florida State University
Bachelor of Science, Marketing and Finance
Jason Yang, CFA Jason Yang, CFA's Citigroup Smith Barney Experience 2005 - 2008
Job Financial Professional
Industry Financial Services
Experience
Antarctica Capital 2012 - 2014
Guggenheim Partners 2010 - 2012
Citigroup Smith Barney 2005 - 2008
Citigroup Smith Barney 2002 - 2005
Education
Columbia University in the City of New York 2008 — 2009
M.S.
Washington University in St. Louis
BSBA
Antarctica Capital 2012 - 2014
Guggenheim Partners 2010 - 2012
Citigroup Smith Barney 2005 - 2008
Citigroup Smith Barney 2002 - 2005
Education
Columbia University in the City of New York 2008 — 2009
M.S.
Washington University in St. Louis
BSBA
Jason Krumm's Citigroup Smith Barney Experience 2006 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2006 - Present
Citigroup Smith Barney 2006 - Present
Addison 2004 - 2006
marchFIRST 2000 - 2001
Frankfurt balkind 1999 - 2001
Bright Sun Consulting 1997 - 1999
Skills
Financial Services, Business Analysis, Relationship Management, Banking, Project Management, Process Improvement
Education
Northwestern University 1994 — 1995
MS, Integrated Marketing Communications
Northwestern University 1991 — 1994
BS, Communication Studies
Morgan Stanley Smith Barney 2006 - Present
Citigroup Smith Barney 2006 - Present
Addison 2004 - 2006
marchFIRST 2000 - 2001
Frankfurt balkind 1999 - 2001
Bright Sun Consulting 1997 - 1999
Skills
Financial Services, Business Analysis, Relationship Management, Banking, Project Management, Process Improvement
Education
Northwestern University 1994 — 1995
MS, Integrated Marketing Communications
Northwestern University 1991 — 1994
BS, Communication Studies
Denise (Shumway) Wallace's Citigroup Smith Barney Experience July 2004 - July 2006
Job Director of Strategic Planning and Business Development at Kobrand Corporation
Industry Wine and Spirits
Experience
Kobrand Corporation June 2008 - Present
Church & Dwight May 2007 - August 2007
Citigroup Smith Barney July 2004 - July 2006
Citigroup Global Markets July 2002 - July 2004
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Marketing, Management
University of Pennsylvania - The Wharton School 1998 — 2002
BA and BS, Huntsman Program in International Studies & Business
Wine & Spirit Education Trust
DWS - Diploma in Wines & Spirits
Society of Wine Educators
CSW - Certified Specialist of Wine
Kobrand Corporation June 2008 - Present
Church & Dwight May 2007 - August 2007
Citigroup Smith Barney July 2004 - July 2006
Citigroup Global Markets July 2002 - July 2004
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Marketing, Management
University of Pennsylvania - The Wharton School 1998 — 2002
BA and BS, Huntsman Program in International Studies & Business
Wine & Spirit Education Trust
DWS - Diploma in Wines & Spirits
Society of Wine Educators
CSW - Certified Specialist of Wine
B. Isaac Fennell's Citigroup Smith Barney Experience July 1997 - March 2000
Job People & Culture Leader
Industry Human Resources
Experience
Great Place to Work Institute July 2014 - Present
R/GA June 2012 - June 2014
Cablevision January 2008 - February 2012
Macy's Home Store December 2006 - January 2008
MTV Networks July 2002 - July 2006
Simon and Schuster March 2000 - July 2002
Citigroup - Smith Barney July 1997 - March 2000
Quest Diagnostics, Inc. January 1991 - July 1997
Skills
Performance Management, Succession Planning, Organizational..., Employee Relations, Employee Engagement, Benefits Administration, Compensation..., Compensation Planning, Training & Development, Strategic Planning, Facilities Management, Compliance, Operational HR, Human Resources, Personnel Management, Employee Benefits, Employee Training, Leadership Development, Deferred Compensation, Talent Management, Training, Applicant Tracking..., Sourcing, Hiring, Recruiting, Workforce Planning, Leadership, HR Consulting, Management, Internet Recruiting, Strategy, Interviews, HR Policies, New Hire Orientations, Compensation & Benefit, Analysis, Policy, PeopleSoft, Vendor Management, Onboarding, Change Management, Talent Acquisition, Payroll, Temporary Placement, College Recruiting, Technical Recruiting, System Administration, Time Management, Organizational..., Benefits Negotiation
Education
New School University 2002 — 2006
MS
Cornell University 1997 — 1997
Certificate, Dispute Resolution
New York University 1996 — 1997
Certificate, Human Resources Management
Fairleigh Dickinson University-Metropolitan Campus
Trenton Central High
Trinity College University
Bachelor of Business Administration (B.B.A.)
Great Place to Work Institute July 2014 - Present
R/GA June 2012 - June 2014
Cablevision January 2008 - February 2012
Macy's Home Store December 2006 - January 2008
MTV Networks July 2002 - July 2006
Simon and Schuster March 2000 - July 2002
Citigroup - Smith Barney July 1997 - March 2000
Quest Diagnostics, Inc. January 1991 - July 1997
Skills
Performance Management, Succession Planning, Organizational..., Employee Relations, Employee Engagement, Benefits Administration, Compensation..., Compensation Planning, Training & Development, Strategic Planning, Facilities Management, Compliance, Operational HR, Human Resources, Personnel Management, Employee Benefits, Employee Training, Leadership Development, Deferred Compensation, Talent Management, Training, Applicant Tracking..., Sourcing, Hiring, Recruiting, Workforce Planning, Leadership, HR Consulting, Management, Internet Recruiting, Strategy, Interviews, HR Policies, New Hire Orientations, Compensation & Benefit, Analysis, Policy, PeopleSoft, Vendor Management, Onboarding, Change Management, Talent Acquisition, Payroll, Temporary Placement, College Recruiting, Technical Recruiting, System Administration, Time Management, Organizational..., Benefits Negotiation
Education
New School University 2002 — 2006
MS
Cornell University 1997 — 1997
Certificate, Dispute Resolution
New York University 1996 — 1997
Certificate, Human Resources Management
Fairleigh Dickinson University-Metropolitan Campus
Trenton Central High
Trinity College University
Bachelor of Business Administration (B.B.A.)
Esther Hong, PMP's Citigroup Smith Barney Experience December 2006 - May 2009
Job
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Morgan Stanley Smith Barney January 2010 - February 2012
Morgan Stanley Smith Barney June 2009 - January 2010
Citigroup Smith Barney December 2006 - May 2009
Fidelity Investments October 2005 - November 2006
Fidelity Charitable Services October 1999 - October 2005
Skills
Series 7, Mutual Funds, CRM, Financial Services, Fixed Income, Securities, Risk Management, Strategy, Wealth Management, Portfolio Management, Equities, Business Analysis, Project Management, Management, Leadership, Relationship Management
Education
Harvard University 2000 — 2000
Economics
Baylor University 1994 — 1998
BBA, Finance
Greenhill School 1990 — 1994
Morgan Stanley 2012 - Present
Morgan Stanley Smith Barney January 2010 - February 2012
Morgan Stanley Smith Barney June 2009 - January 2010
Citigroup Smith Barney December 2006 - May 2009
Fidelity Investments October 2005 - November 2006
Fidelity Charitable Services October 1999 - October 2005
Skills
Series 7, Mutual Funds, CRM, Financial Services, Fixed Income, Securities, Risk Management, Strategy, Wealth Management, Portfolio Management, Equities, Business Analysis, Project Management, Management, Leadership, Relationship Management
Education
Harvard University 2000 — 2000
Economics
Baylor University 1994 — 1998
BBA, Finance
Greenhill School 1990 — 1994
Katherine Braxton, MBA's Citigroup Smith Barney Experience
Job Sr. Paralegal Commodities Futures and Trading Commission
Industry Legal Services
Experience
Citigroup Smith Barney
Skills
Westlaw, Legal Writing, Legal Research, Estate Planning
Education
Metropolitan College of New York 2003 — 2006
Citigroup Smith Barney
Skills
Westlaw, Legal Writing, Legal Research, Estate Planning
Education
Metropolitan College of New York 2003 — 2006
Roger Chuchen's Citigroup Smith Barney Experience June 2000 - May 2004
Job Portfolio Manager/ Analyst at J. Goldman & Co., L.P.
Industry Investment Management
Experience
J. Goldman & Co., L.P. August 2013 - Present
Newbrook Capital Advisors April 2011 - August 2013
Weiss Multistrategy Advisers LLC January 2008 - April 2011
Morgan Stanley Investment Management May 2004 - January 2008
Citigroup Smith Barney June 2000 - May 2004
Education
Cornell University 1996 — 2000
J. Goldman & Co., L.P. August 2013 - Present
Newbrook Capital Advisors April 2011 - August 2013
Weiss Multistrategy Advisers LLC January 2008 - April 2011
Morgan Stanley Investment Management May 2004 - January 2008
Citigroup Smith Barney June 2000 - May 2004
Education
Cornell University 1996 — 2000
Bruce Van Newkirk's Citigroup Smith Barney Experience Product ManagerLegg Mason Wood Walker, Inc.1998 - 2005
Job Vice President at Citigroup Smith Barney
Industry Financial Services
Experience
Citigroup Smith Barney Product ManagerLegg Mason Wood Walker, Inc.1998 - 2005
Education
Loyola University Maryland 2000 — 2002
Towson University 1993 — 1997
Bachelors, Finance
Citigroup Smith Barney Product ManagerLegg Mason Wood Walker, Inc.1998 - 2005
Education
Loyola University Maryland 2000 — 2002
Towson University 1993 — 1997
Bachelors, Finance
Joe Smulowitz's Citigroup Smith Barney Experience 1997 - 2000
Job Chief Financial Officer at Joho Capital
Industry Investment Management
Experience
Joho Capital July 2014 - Present
Joho Capital April 2005 - June 2014
PricewaterhouseCoopers 2000 - 2005
Citigroup - Smith Barney 1997 - 2000
Skills
Hedge Funds, Fund Accounting, Fund Of Funds, GAAP, US GAAP, Private Equity, Alternative Investments, Private Equity Funding, Financial Reporting, Due Diligence, Valuation, Accounting, Financial Modeling, Tax, Financial Analysis
Education
Queens College 1997 — 2000
BS, Accounting
Joho Capital July 2014 - Present
Joho Capital April 2005 - June 2014
PricewaterhouseCoopers 2000 - 2005
Citigroup - Smith Barney 1997 - 2000
Skills
Hedge Funds, Fund Accounting, Fund Of Funds, GAAP, US GAAP, Private Equity, Alternative Investments, Private Equity Funding, Financial Reporting, Due Diligence, Valuation, Accounting, Financial Modeling, Tax, Financial Analysis
Education
Queens College 1997 — 2000
BS, Accounting
Melanie Jenkins's Citigroup Smith Barney Experience January 2006 - June 2009
Job Principal Law Clerk to Judge
Industry Financial Services
Experience
New York State Unified Court System January 2015 - Present
JPMorgan Chase May 2013 - October 2014
Morgan Stanley Smith Barney June 2009 - August 2012
Citigroup - Smith Barney January 2006 - June 2009
New York State Attorney General, Investor Protection Bureau May 1995 - December 2005
Skills
Securities Regulation, FINRA, Securities, AML, Corporate Governance, Litigation, Project Management, Team Management, Regulatory Affairs, Public Speaking, Broker-Dealer, Civil Litigation, Dispute Resolution, Employment Law, Financial Services, KYC, Series 7, Equities, Asset Management, OFAC, Mutual Funds, Private Investigations, Hedge Funds, Due Diligence, Capital Markets, Financial Risk, USA PATRIOT Act, Risk Management, Alternative Investments, Financial Regulation, Investments
Education
SUNY Buffalo Law School 1987 — 1990
JD
Dickinson College
BA, Political Science and International Studies
New York State Unified Court System January 2015 - Present
JPMorgan Chase May 2013 - October 2014
Morgan Stanley Smith Barney June 2009 - August 2012
Citigroup - Smith Barney January 2006 - June 2009
New York State Attorney General, Investor Protection Bureau May 1995 - December 2005
Skills
Securities Regulation, FINRA, Securities, AML, Corporate Governance, Litigation, Project Management, Team Management, Regulatory Affairs, Public Speaking, Broker-Dealer, Civil Litigation, Dispute Resolution, Employment Law, Financial Services, KYC, Series 7, Equities, Asset Management, OFAC, Mutual Funds, Private Investigations, Hedge Funds, Due Diligence, Capital Markets, Financial Risk, USA PATRIOT Act, Risk Management, Alternative Investments, Financial Regulation, Investments
Education
SUNY Buffalo Law School 1987 — 1990
JD
Dickinson College
BA, Political Science and International Studies
Alberto Duhau's Citigroup Smith Barney Experience 2005 - 2006
Job Partner at Rodrigo Solo
Industry Entertainment
Experience
Point Media Label May 2015 - Present
Rodrigo Solo May 2015 - Present
Bufalinda January 2013 - Present
IESE Business School September 2011 - May 2013
Shoot the Freak February 2010 - June 2011
ALaS Consulting April 2008 - May 2011
First Annapolis Consulting July 2006 - December 2007
Citigroup Smith Barney 2005 - 2006
Skills
Management Consulting, Entrepreneurship, Business Strategy, Valuation, Financial Services, Financial Modeling, Finance, Payments, System Design, Music Creation, Guitarist, Music, Corporate Finance, Program Management, Strategic Planning, Strategy
Education
IESE Business School - University of Navarra 2011 — 2013
Master of Business Administration (MBA)
The George Washington University 2002 — 2006
BBA, Finance
The George Washington University - School of Business 2002 — 2006
BS, Business Administration and Management, General
Point Media Label May 2015 - Present
Rodrigo Solo May 2015 - Present
Bufalinda January 2013 - Present
IESE Business School September 2011 - May 2013
Shoot the Freak February 2010 - June 2011
ALaS Consulting April 2008 - May 2011
First Annapolis Consulting July 2006 - December 2007
Citigroup Smith Barney 2005 - 2006
Skills
Management Consulting, Entrepreneurship, Business Strategy, Valuation, Financial Services, Financial Modeling, Finance, Payments, System Design, Music Creation, Guitarist, Music, Corporate Finance, Program Management, Strategic Planning, Strategy
Education
IESE Business School - University of Navarra 2011 — 2013
Master of Business Administration (MBA)
The George Washington University 2002 — 2006
BBA, Finance
The George Washington University - School of Business 2002 — 2006
BS, Business Administration and Management, General
Matthew Giller, CFA's Citigroup Smith Barney Experience February 2007 - May 2007
Job Associate at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs January 2011 - Present
Goldman Sachs July 2008 - December 2010
Bear Stearns & Co. June 2007 - August 2007
Citigroup Smith Barney February 2007 - May 2007
Skills
Valuation, Due Diligence, Analysis, Financial Risk, Portfolio Management, Securities, Swaps, Equities, Fixed Income, Options, FX Options, Hedge Funds, Commodity, Financial Modeling, Derivatives, Financial Analysis, Asset Management
Education
City University of New York-Queens College 2004 — 2008
Bachelor of Business Administration in Finance and Bachelor of Arts in Economics
Goldman Sachs January 2011 - Present
Goldman Sachs July 2008 - December 2010
Bear Stearns & Co. June 2007 - August 2007
Citigroup Smith Barney February 2007 - May 2007
Skills
Valuation, Due Diligence, Analysis, Financial Risk, Portfolio Management, Securities, Swaps, Equities, Fixed Income, Options, FX Options, Hedge Funds, Commodity, Financial Modeling, Derivatives, Financial Analysis, Asset Management
Education
City University of New York-Queens College 2004 — 2008
Bachelor of Business Administration in Finance and Bachelor of Arts in Economics
Brian Macey's Citigroup Smith Barney Experience July 2007 - September 2007
Job Brokerage Cashier at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2009 - Present
Brown Brothers Harriman 2007 - Present
Citigroup Smith Barney July 2007 - September 2007
Gentle Giant Moving Co. June 2004 - January 2007
Education
Norwich University 2003 — 2007
Commonwealth Financial Network May 2009 - Present
Brown Brothers Harriman 2007 - Present
Citigroup Smith Barney July 2007 - September 2007
Gentle Giant Moving Co. June 2004 - January 2007
Education
Norwich University 2003 — 2007
David Schaeffer's Citigroup Smith Barney Experience July 2006 - August 2006
Job Consultant, Valuation & Financial Risk Management at Navigant
Industry Management Consulting
Experience
Navigant June 2012 - April 2013
Navigant February 2012 - June 2012
Ruthi Postow Staffing September 2011 - February 2012
National Association of Manufactures September 2010 - December 2010
National Association of Manufactures June 2010 - September 2010
Red Cross March 2009 - April 2009
SouthWing February 2009 - March 2009
City of Lancaster June 2007 - August 2007
Citigroup, Smith Barney July 2006 - August 2006
Franklin & Marshall College September 2004 - November 2004
Skills
Research, Microsoft Excel, Customer Service, Proposal Writing, Marketing, Finance, Business Planning, Database Administration, PowerPoint, Editing, Social Media, Microsoft Office, Politics, Spanish, Economics
Education
University of Denver 2009 — 2011
Master of Arts, Global Finance, Trade, and Economic Integration
Franklin & Marshall College 2004 — 2008
BA, Business and Government
Navigant June 2012 - April 2013
Navigant February 2012 - June 2012
Ruthi Postow Staffing September 2011 - February 2012
National Association of Manufactures September 2010 - December 2010
National Association of Manufactures June 2010 - September 2010
Red Cross March 2009 - April 2009
SouthWing February 2009 - March 2009
City of Lancaster June 2007 - August 2007
Citigroup, Smith Barney July 2006 - August 2006
Franklin & Marshall College September 2004 - November 2004
Skills
Research, Microsoft Excel, Customer Service, Proposal Writing, Marketing, Finance, Business Planning, Database Administration, PowerPoint, Editing, Social Media, Microsoft Office, Politics, Spanish, Economics
Education
University of Denver 2009 — 2011
Master of Arts, Global Finance, Trade, and Economic Integration
Franklin & Marshall College 2004 — 2008
BA, Business and Government
Chuck Gorthy's Citigroup Smith Barney Experience October 2007 - Present
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup 2009 - Present
Citigroup - Smith Barney October 2007 - Present
EMC/BusinessEdge Solutions 1999 - 2007
DMR Consulting Group/Trecom Business Systems October 1994 - February 1999
Skills
IT Strategy, Enterprise Architecture, SDLC, Business Analysis, SOA, Software Project..., Vendor Management, Unix, Solution Architecture, Integration, Requirements Analysis, Disaster Recovery, Agile Methodologies, Data Warehousing, Business Process..., Business Intelligence, Requirements Gathering, IT Management
Education
New Jersey Institute of Technology
MS
Citigroup 2009 - Present
Citigroup - Smith Barney October 2007 - Present
EMC/BusinessEdge Solutions 1999 - 2007
DMR Consulting Group/Trecom Business Systems October 1994 - February 1999
Skills
IT Strategy, Enterprise Architecture, SDLC, Business Analysis, SOA, Software Project..., Vendor Management, Unix, Solution Architecture, Integration, Requirements Analysis, Disaster Recovery, Agile Methodologies, Data Warehousing, Business Process..., Business Intelligence, Requirements Gathering, IT Management
Education
New Jersey Institute of Technology
MS
Diane Sher - Kessler's Citigroup Smith Barney Experience July 2003 - 2007
Job at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management July 2003 - Present
Citigroup -Smith Barney July 2003 - 2007
Morgan Stanley 1998 - 2003
Skills
Estate Planning, Financial Planning, Asset Management, Wealth, Retirement Planning, Retirement Income..., Series 7, Wealth Management, Investment Advisory, Asset Allocation, Strategic Financial..., Investment Management, Retirement, Finance, Series 63, Mutual Funds, Alternative Investments, Securities, Equities, Portfolio Management, Investments, Fixed Income
Education
Drexel University 1993 — 1997
BS
Citi Personal Wealth Management July 2003 - Present
Citigroup -Smith Barney July 2003 - 2007
Morgan Stanley 1998 - 2003
Skills
Estate Planning, Financial Planning, Asset Management, Wealth, Retirement Planning, Retirement Income..., Series 7, Wealth Management, Investment Advisory, Asset Allocation, Strategic Financial..., Investment Management, Retirement, Finance, Series 63, Mutual Funds, Alternative Investments, Securities, Equities, Portfolio Management, Investments, Fixed Income
Education
Drexel University 1993 — 1997
BS
David Saltman's Citigroup Smith Barney Experience June 2006 - August 2006
Job InHouse Counsel at The Vista Group, JD/MBA
Industry Real Estate
Experience
The Vista Group August 2008 - Present
Citigroup Smith Barney June 2006 - August 2006
Law Offices of Thomas DeBenedetto June 2005 - August 2005
The Vista Group August 2002 - May 2004
Skills
Real Estate, Accounting, Excel, Microsoft Office, Negotiation, Strategic Planning, Legal Documents, Commercial Real Estate, Loan Work-outs, Leases, Finance, Property Management, Real Estate Development, Portfolio Management, Microsoft Excel, Investments, Public Speaking, Investment Properties, Real Estate Transactions
Education
California Western School of Law 2004 — 2008
Doctor of Law (JD)
San Diego State University-California State University 2004 — 2008
MBA/JD, Graduate School of Business
Tufts University 1998 — 2002
Bachelor of Arts (BA), International Relations and German Area Studies
Eberhard-Karls-Universität Tübingen 2000 — 2001
Study Abroad through Tufts University
The Meadows School 1994 — 1998
The Vista Group August 2008 - Present
Citigroup Smith Barney June 2006 - August 2006
Law Offices of Thomas DeBenedetto June 2005 - August 2005
The Vista Group August 2002 - May 2004
Skills
Real Estate, Accounting, Excel, Microsoft Office, Negotiation, Strategic Planning, Legal Documents, Commercial Real Estate, Loan Work-outs, Leases, Finance, Property Management, Real Estate Development, Portfolio Management, Microsoft Excel, Investments, Public Speaking, Investment Properties, Real Estate Transactions
Education
California Western School of Law 2004 — 2008
Doctor of Law (JD)
San Diego State University-California State University 2004 — 2008
MBA/JD, Graduate School of Business
Tufts University 1998 — 2002
Bachelor of Arts (BA), International Relations and German Area Studies
Eberhard-Karls-Universität Tübingen 2000 — 2001
Study Abroad through Tufts University
The Meadows School 1994 — 1998
Irina Baum's Citigroup Smith Barney Experience 2000 - 2008
Job Quick Dial, Inc
Industry Telecommunications
Experience
Quick Dial, Inc January 2010 - Present
Citigroup August 2000 - October 2008
CITIGROUP - SMITH BARNEY 2000 - 2008
Skills
Telecommunications, VoIP, Business Development, Sales, Telephony, IP, SIP, MPLS, Managed Services, Routing
Education
Odessa National 'I.I. Mecnikov' University 1987 — 1992
Human Biology
Quick Dial, Inc January 2010 - Present
Citigroup August 2000 - October 2008
CITIGROUP - SMITH BARNEY 2000 - 2008
Skills
Telecommunications, VoIP, Business Development, Sales, Telephony, IP, SIP, MPLS, Managed Services, Routing
Education
Odessa National 'I.I. Mecnikov' University 1987 — 1992
Human Biology
Andrea Abrahams's Citigroup Smith Barney Experience May 1996 - May 2000
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Morgan Stanley Smith Barney May 2005 - May 2009
Citi May 2000 - May 2005
Citigroup Smith Barney May 1996 - May 2000
Skills
Risk Management, Project Management, Securities, Wealth Management, FINRA, Series 7, Investments, Capital Markets, Fixed Income, Series 63, Portfolio Management, Equities, Asset Management, AML, Alternative Investments, Financial Analysis, Mutual Funds, Asset Allocation, Mergers & Acquisitions, Hedge Funds, Securities Regulation, Financial Risk, Investment Advisory, Enterprise Risk..., Operational Risk..., Financial Services
Education
New York University 2003 — 2003
Certificate in Finance and International Business, Finance, General
University of Maryland College Park 1992 — 1995
Bachelor of Arts (B.A.), English Language and Literature
Morgan Stanley June 2009 - Present
Morgan Stanley Smith Barney May 2005 - May 2009
Citi May 2000 - May 2005
Citigroup Smith Barney May 1996 - May 2000
Skills
Risk Management, Project Management, Securities, Wealth Management, FINRA, Series 7, Investments, Capital Markets, Fixed Income, Series 63, Portfolio Management, Equities, Asset Management, AML, Alternative Investments, Financial Analysis, Mutual Funds, Asset Allocation, Mergers & Acquisitions, Hedge Funds, Securities Regulation, Financial Risk, Investment Advisory, Enterprise Risk..., Operational Risk..., Financial Services
Education
New York University 2003 — 2003
Certificate in Finance and International Business, Finance, General
University of Maryland College Park 1992 — 1995
Bachelor of Arts (B.A.), English Language and Literature
Parag Kapadia's Citigroup Smith Barney Experience July 2008 - August 2008
Job Project Finance at Kanta Electric
Industry Construction
Experience
Kanta Electric July 2011 - Present
UBS March 2009 - May 2009
Merrill Lynch Boston September 2008 - December 2008
Citigroup Smith Barney July 2008 - August 2008
Skills
Project Management, Construction Management, Business Analysis, Budgets, Management
Education
Boston University - School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.)
New York University
Financial Analysis
Kanta Electric July 2011 - Present
UBS March 2009 - May 2009
Merrill Lynch Boston September 2008 - December 2008
Citigroup Smith Barney July 2008 - August 2008
Skills
Project Management, Construction Management, Business Analysis, Budgets, Management
Education
Boston University - School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.)
New York University
Financial Analysis
John Iacovacci, MBA, PMP's Citigroup Smith Barney Experience September 2004 - June 2008
Job Project Manager GE
Industry Financial Services
Experience
General Electric - Asset Management January 2008 - Present
Citigroup - Smith Barney September 2004 - June 2008
Imperial Systems January 1993 - January 2004
Fordham University January 1988 - January 2002
Halbart Air Service January 1989 - January 1993
Bronx County District Attorney Office January 1987 - January 1989
BASF Corporation January 1983 - January 1987
Skills
Integration, Program Management, Databases, Software Development, Access, Analysis, Budgets, Management, Data Warehousing, Telecommunications, Strategic Planning, Outsourcing, Business Analysis, Six Sigma, Vendor Management
Education
Iona College 1983 — 1986
M.B.A, Management Information Systems
St. John's University 1978 — 1982
B.S, Computer Science
General Electric - Asset Management January 2008 - Present
Citigroup - Smith Barney September 2004 - June 2008
Imperial Systems January 1993 - January 2004
Fordham University January 1988 - January 2002
Halbart Air Service January 1989 - January 1993
Bronx County District Attorney Office January 1987 - January 1989
BASF Corporation January 1983 - January 1987
Skills
Integration, Program Management, Databases, Software Development, Access, Analysis, Budgets, Management, Data Warehousing, Telecommunications, Strategic Planning, Outsourcing, Business Analysis, Six Sigma, Vendor Management
Education
Iona College 1983 — 1986
M.B.A, Management Information Systems
St. John's University 1978 — 1982
B.S, Computer Science
Sakura Moriuchi's Citigroup Smith Barney Experience 2001 - 2005
Job VP at CIFC Asset Management
Industry Investment Management
Experience
CIFC Asset Management November 2014 - Present
Avenue Capital Group April 2010 - November 2014
Avenue Capital Group April 2010 - January 2012
The Yucaipa Companies April 2008 - June 2009
Prentice Capital Management 2005 - 2007
Citigroup Smith Barney 2001 - 2005
International Creative Management (ICM) 1999 - 2001
Skills
Hedge Funds, Equities, Private Equity, Equity Research, Financial Analysis, Fund Of Funds, Alternative Investments, Valuation, Asset Managment
Education
Bronx High School of Science
New York University
Bachelor of Arts (B.A.), Economics & Film/TV
CIFC Asset Management November 2014 - Present
Avenue Capital Group April 2010 - November 2014
Avenue Capital Group April 2010 - January 2012
The Yucaipa Companies April 2008 - June 2009
Prentice Capital Management 2005 - 2007
Citigroup Smith Barney 2001 - 2005
International Creative Management (ICM) 1999 - 2001
Skills
Hedge Funds, Equities, Private Equity, Equity Research, Financial Analysis, Fund Of Funds, Alternative Investments, Valuation, Asset Managment
Education
Bronx High School of Science
New York University
Bachelor of Arts (B.A.), Economics & Film/TV
Henry Chopra's Citigroup Smith Barney Experience August 2006 - December 2006
Job Budget Project Manager at OMD USA
Industry Marketing and Advertising
Experience
OMD USA March 2014 - Present
Citi July 2011 - June 2013
Citi July 2008 - July 2011
The Analyst Exchange May 2007 - July 2008
Khandaker Partners & Co. June 2007 - August 2007
Citigroup Smith Barney August 2006 - December 2006
Sumitomo Mitsui Banking Corporation February 2006 - May 2006
Skills
Financial Modeling, Banking, Business Analysis, Financial Analysis, Bloomberg, Strategic Thinking, Corporate Finance, Strategic Planning, Financial Strategy, Business Strategy, Market Research, Microsoft Excel, New Business Development, Loyalty Rewards..., Travel Hacking, Travel Planning, Rewards Programs, Rewards Strategies, Microsoft Word, Financial Statement..., Finance, Competitive Analysis, PowerPoint, Access, Microsoft Office, Project Management, Capital Markets, Investment Banking, Strategic Financial..., Fixed Income, Business Development, Financial Planning
Education
City University of New York-Baruch College 2005 — 2008
Bachelor of Business Administration, Economics
OMD USA March 2014 - Present
Citi July 2011 - June 2013
Citi July 2008 - July 2011
The Analyst Exchange May 2007 - July 2008
Khandaker Partners & Co. June 2007 - August 2007
Citigroup Smith Barney August 2006 - December 2006
Sumitomo Mitsui Banking Corporation February 2006 - May 2006
Skills
Financial Modeling, Banking, Business Analysis, Financial Analysis, Bloomberg, Strategic Thinking, Corporate Finance, Strategic Planning, Financial Strategy, Business Strategy, Market Research, Microsoft Excel, New Business Development, Loyalty Rewards..., Travel Hacking, Travel Planning, Rewards Programs, Rewards Strategies, Microsoft Word, Financial Statement..., Finance, Competitive Analysis, PowerPoint, Access, Microsoft Office, Project Management, Capital Markets, Investment Banking, Strategic Financial..., Fixed Income, Business Development, Financial Planning
Education
City University of New York-Baruch College 2005 — 2008
Bachelor of Business Administration, Economics
Raymond Evans, CFM's Citigroup Smith Barney Experience November 2003 - December 2011
Job Highly Accomplished Sales Professional
Industry Financial Services
Experience
UniFirst Corporation January 2015 - Present
ABM Industries 2013 - 2014
Evans Capital Consulting, LLC January 2012 - March 2013
Citigroup Smith Barney November 2003 - December 2011
Morgan Stanley November 2003 - December 2011
Citi November 2003 - December 2011
Citigroup Global markets Inc. November 2003 - December 2011
Robert W. Baird 2002 - 2003
Merrill Lynch 1996 - 2002
Skills
Investments, Wealth Management, Leadership, Management, Loans, Financial Services, Relationship Management, Credit, Private Banking, Sales, Securities, Sales Operations, Mutual Funds, Mortgage Lending, ETFs, Facilities Management, Asset Management, Series 63, New Business Development, Sales Management, Business Relationship..., Sales Presentations, Management Consulting, Business Consulting, Territory Planning, Expense Management, Sales Trainings, Problem Solving, Conflict Resolution, Project Planning, Project Coordination, Recruiting, Time Management, Cross-functional Team..., Cross Selling, Coaching, Credit Analysis
Education
Nicholls State University 1989 — 1991
BS, Business Communications
University of Miami 1987 — 1988
Communications
UniFirst Corporation January 2015 - Present
ABM Industries 2013 - 2014
Evans Capital Consulting, LLC January 2012 - March 2013
Citigroup Smith Barney November 2003 - December 2011
Morgan Stanley November 2003 - December 2011
Citi November 2003 - December 2011
Citigroup Global markets Inc. November 2003 - December 2011
Robert W. Baird 2002 - 2003
Merrill Lynch 1996 - 2002
Skills
Investments, Wealth Management, Leadership, Management, Loans, Financial Services, Relationship Management, Credit, Private Banking, Sales, Securities, Sales Operations, Mutual Funds, Mortgage Lending, ETFs, Facilities Management, Asset Management, Series 63, New Business Development, Sales Management, Business Relationship..., Sales Presentations, Management Consulting, Business Consulting, Territory Planning, Expense Management, Sales Trainings, Problem Solving, Conflict Resolution, Project Planning, Project Coordination, Recruiting, Time Management, Cross-functional Team..., Cross Selling, Coaching, Credit Analysis
Education
Nicholls State University 1989 — 1991
BS, Business Communications
University of Miami 1987 — 1988
Communications
Kevin Dong's Citigroup Smith Barney Experience April 2008 - February 2009
Job Information Technology Professional
Industry Financial Services
Experience
Canon USA May 2014 - Present
JPMorgan Chase August 2012 - May 2014
Morgan Stanley - Smith Barney February 2009 - August 2012
Citigroup - Smith Barney April 2008 - February 2009
Merrill Lynch 1997 - 2008
Skills
Enterprise Architecture, Integration, SDLC, Agile Methodologies, Business Analysis, ITIL, Risk Management, Requirements Analysis, Sybase, Release Management, Microsoft SQL Server, JavaScript, Oracle, IT Strategy, Software Project..., Change Management, Vendor Management, XML, Portfolio Management, Spring, Perl, Software Development, Data Warehousing, PMP, Business Intelligence, Fixed Income, Solution Architecture, Equities, Project Management, Databases, IT Management, Disaster Recovery, Java Enterprise Edition, Trading Systems, Market Data, AJAX, Financial Services, SQL, SOA, Java
Education
New York University - Polytechnic School of Engineering 1989 — 1994
BS, Electrical Engineering
Canon USA May 2014 - Present
JPMorgan Chase August 2012 - May 2014
Morgan Stanley - Smith Barney February 2009 - August 2012
Citigroup - Smith Barney April 2008 - February 2009
Merrill Lynch 1997 - 2008
Skills
Enterprise Architecture, Integration, SDLC, Agile Methodologies, Business Analysis, ITIL, Risk Management, Requirements Analysis, Sybase, Release Management, Microsoft SQL Server, JavaScript, Oracle, IT Strategy, Software Project..., Change Management, Vendor Management, XML, Portfolio Management, Spring, Perl, Software Development, Data Warehousing, PMP, Business Intelligence, Fixed Income, Solution Architecture, Equities, Project Management, Databases, IT Management, Disaster Recovery, Java Enterprise Edition, Trading Systems, Market Data, AJAX, Financial Services, SQL, SOA, Java
Education
New York University - Polytechnic School of Engineering 1989 — 1994
BS, Electrical Engineering
Edward McArthur's Citigroup Smith Barney Experience January 2001 - October 2004
Job Sr Project Manager at Columbia University
Industry Architecture & Planning
Experience
Columbia University November 2004 - Present
URS Corporation June 2007 - June 2008
CITIGROUP SMITH BARNEY January 2001 - October 2004
Skills
Management, Leadership, Construction, Architectures, Project Management, LEED AP, Submittals, Sustainability, Sustainable Design, Construction Management, MS Project, Green Building, Design Management, Strategic Planning
Education
The Cooper Union for the Advancement of Science and Art 1989 — 1994
Bachelor of Architecture (B.Arch.), Architecture
Georgia Institute of Technology 1987 — 1989
Architecture
Columbia University November 2004 - Present
URS Corporation June 2007 - June 2008
CITIGROUP SMITH BARNEY January 2001 - October 2004
Skills
Management, Leadership, Construction, Architectures, Project Management, LEED AP, Submittals, Sustainability, Sustainable Design, Construction Management, MS Project, Green Building, Design Management, Strategic Planning
Education
The Cooper Union for the Advancement of Science and Art 1989 — 1994
Bachelor of Architecture (B.Arch.), Architecture
Georgia Institute of Technology 1987 — 1989
Architecture
Jennifer Michalski's Citigroup Smith Barney Experience June 1992 - May 2007
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2010 - Present
All Year Cooling & Heating February 2009 - January 2010
Morgan Stanley May 2007 - December 2008
Citigroup Smith Barney June 1992 - May 2007
Skills
Customer Service, Finance, Process Scheduler, Microsoft Excel, Call Centers
Education
Broward College
General Education
Morgan Stanley Wealth Management January 2010 - Present
All Year Cooling & Heating February 2009 - January 2010
Morgan Stanley May 2007 - December 2008
Citigroup Smith Barney June 1992 - May 2007
Skills
Customer Service, Finance, Process Scheduler, Microsoft Excel, Call Centers
Education
Broward College
General Education
Myrna Miller's Citigroup Smith Barney Experience February 1992 - January 2009
Job Owner/Principal at DandiLion Solutions LLC
Industry Information Technology and Services
Experience
Dandi-Lion Solutions LLC January 2010 - Present
Broadridge Financial Services February 2010 - April 2010
Citigroup Smith Barney February 1992 - January 2009
Skills
Business Analysis, Strategy, Systems Analysis, PMP, Consulting, Management, Public Speaking, Training, SDLC, Web Applications, Program Management, Integration, Software Project..., Business Intelligence, Process Improvement, Vendor Management, CRM, Requirements Analysis
Education
Pace University
MS, Information Systems
Dandi-Lion Solutions LLC January 2010 - Present
Broadridge Financial Services February 2010 - April 2010
Citigroup Smith Barney February 1992 - January 2009
Skills
Business Analysis, Strategy, Systems Analysis, PMP, Consulting, Management, Public Speaking, Training, SDLC, Web Applications, Program Management, Integration, Software Project..., Business Intelligence, Process Improvement, Vendor Management, CRM, Requirements Analysis
Education
Pace University
MS, Information Systems
Christina Amanatides, Esq.'s Citigroup Smith Barney Experience October 2004 - May 2006
Job Financial Services Compliance Professional
Industry Financial Services
Experience
G.P. Nurmenkari, Inc. June 2014 - September 2014
MJ Boyd Consulting, LLC June 2013 - August 2013
Adams Consulting Group, LLC June 2012 - November 2012
C & A Consulting, LLC January 2012 - March 2012
Stock USA Execution Services, Inc February 2010 - February 2011
Citigroup Private Bank May 2006 - January 2009
Citigroup Smith Barney October 2004 - May 2006
Winklevoss Consultants, LLC July 2001 - September 2004
Sprint PCS January 1999 - June 2000
Cullen and Dykman, LLP June 1998 - June 1999
Skills
Series 7, AML, FINRA, Securities, Series 24, Series 63, State Bar of Connecticut, NY State Life, Accident...
Education
Maurice A. Deane School of Law at Hofstra University 1995 — 1998
J.D., Law
Tufts University 1990 — 1994
B.S., Psychology
G.P. Nurmenkari, Inc. June 2014 - September 2014
MJ Boyd Consulting, LLC June 2013 - August 2013
Adams Consulting Group, LLC June 2012 - November 2012
C & A Consulting, LLC January 2012 - March 2012
Stock USA Execution Services, Inc February 2010 - February 2011
Citigroup Private Bank May 2006 - January 2009
Citigroup Smith Barney October 2004 - May 2006
Winklevoss Consultants, LLC July 2001 - September 2004
Sprint PCS January 1999 - June 2000
Cullen and Dykman, LLP June 1998 - June 1999
Skills
Series 7, AML, FINRA, Securities, Series 24, Series 63, State Bar of Connecticut, NY State Life, Accident...
Education
Maurice A. Deane School of Law at Hofstra University 1995 — 1998
J.D., Law
Tufts University 1990 — 1994
B.S., Psychology
Amy Lyon's Citigroup Smith Barney Experience June 2006 - August 2006
Job Experienced Merchandise Operations Manager
Industry Hospitality
Experience
GameDay Merchandising February 2012 - September 2012
Aramark - Sports and Entertainment August 2008 - November 2011
Aramark - Sports and Entertainment July 2007 - July 2008
Citigroup Smith Barney June 2006 - August 2006
Skills
Organization, Succession Planning, Brand Awareness, Sales Process, Conflict Resolution, Operations Management, Client Development, Financial Reporting, Procurement, Product Marketing, Operating Budgets, Strategic Planning, Event Management, Inventory Management
Education
Cornell University 2003 — 2007
BA, Hotel Administration and Hospitality Business
GameDay Merchandising February 2012 - September 2012
Aramark - Sports and Entertainment August 2008 - November 2011
Aramark - Sports and Entertainment July 2007 - July 2008
Citigroup Smith Barney June 2006 - August 2006
Skills
Organization, Succession Planning, Brand Awareness, Sales Process, Conflict Resolution, Operations Management, Client Development, Financial Reporting, Procurement, Product Marketing, Operating Budgets, Strategic Planning, Event Management, Inventory Management
Education
Cornell University 2003 — 2007
BA, Hotel Administration and Hospitality Business
Brooke Chen's Citigroup Smith Barney Experience September 2006 - December 2006
Job Financial Services Professional
Industry Financial Services
Experience
Colony Capital Asia February 2008 - February 2009
Brown Brothers Harriman April 2007 - December 2007
Citigroup Smith Barney September 2006 - December 2006
Compal May 2004 - May 2005
Deloitte Touche Tohmatsu September 2002 - July 2003
Education
Boston University Questrom School of Business 2005 — 2006
MBA, Finance
NATIONAL CHENGCHI UNIVERSITY
Bachelor of Science, Money and Banking
Colony Capital Asia February 2008 - February 2009
Brown Brothers Harriman April 2007 - December 2007
Citigroup Smith Barney September 2006 - December 2006
Compal May 2004 - May 2005
Deloitte Touche Tohmatsu September 2002 - July 2003
Education
Boston University Questrom School of Business 2005 — 2006
MBA, Finance
NATIONAL CHENGCHI UNIVERSITY
Bachelor of Science, Money and Banking
CRAIG EAVES's Citigroup Smith Barney Experience 2002 - 2006
Job Client Service Officer
Industry Financial Services
Experience
MORGAN STANLEY SMITH BARNEY August 2006 - July 2009
CITIGROUP SMITH BARNEY 2002 - 2006
SALOMON SMITH BARNEY January 2000 - January 2002
GORDAN ALMAN LAW FIRM January 1999 - January 2000
USPS January 1994 - January 1999
Education
Roanoke College 1991 — 1994
Computer Science
City University of New York City College
New York University
Certificate, Windows Systems and Network Administration
Rockingham College, Wentworth, North Carolina
Certificate, Business Management
MORGAN STANLEY SMITH BARNEY August 2006 - July 2009
CITIGROUP SMITH BARNEY 2002 - 2006
SALOMON SMITH BARNEY January 2000 - January 2002
GORDAN ALMAN LAW FIRM January 1999 - January 2000
USPS January 1994 - January 1999
Education
Roanoke College 1991 — 1994
Computer Science
City University of New York City College
New York University
Certificate, Windows Systems and Network Administration
Rockingham College, Wentworth, North Carolina
Certificate, Business Management
Joohyen(Agnes) Kim's Citigroup Smith Barney Experience January 2009 - May 2009
Job SHINHAN Bank America
Industry Financial Services
Experience
Shinhan Bank America November 2009 - Present
UBS September 2009 - December 2009
College Art Association March 2009 - December 2009
Citigroup Smith Barney January 2009 - May 2009
Hun Gallery January 2009 - March 2009
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
Bachelor, Finance
Shinhan Bank America November 2009 - Present
UBS September 2009 - December 2009
College Art Association March 2009 - December 2009
Citigroup Smith Barney January 2009 - May 2009
Hun Gallery January 2009 - March 2009
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
Bachelor, Finance
Joseph Peralta's Citigroup Smith Barney Experience August 2007 - September 2007
Job Director of Cathedral Scholars at Washington National Cathedral
Industry Higher Education
Experience
Washington National Cathedral September 2015 - Present
For Love of Children August 2013 - Present
The Posse Foundation June 2009 - July 2013
Williams Art Center, Lafayette College September 2005 - May 2009
Easton Area Middle School Mentoring Club September 2007 - April 2009
Easton Area Community Center September 2006 - April 2009
Enrichment Centers Inc June 2008 - August 2008
St. Luke’s and Roosevelt Hospitals January 2008 - January 2008
Valley Youth House October 2007 - December 2007
CitiGroup Smith Barney August 2007 - September 2007
Skills
Community Outreach, Spanish, Program Development, Workshop Facilitation, Nonprofits, Non-profits, Volunteer Management, Resume Writing, Youth Development, Student Development, Higher Education, Recruiting, Fundraising, Research, PowerPoint, College Recruiting, Public Speaking, Microsoft Office, Event Planning, Program Evaluation
Education
The George Washington University 2013 — 2015
Master's degree, Education Policy Studies
Lafayette College 2005 — 2009
Bachelor of Arts, Double Major: International Affairs and Anthro/Sociology
Washington National Cathedral September 2015 - Present
For Love of Children August 2013 - Present
The Posse Foundation June 2009 - July 2013
Williams Art Center, Lafayette College September 2005 - May 2009
Easton Area Middle School Mentoring Club September 2007 - April 2009
Easton Area Community Center September 2006 - April 2009
Enrichment Centers Inc June 2008 - August 2008
St. Luke’s and Roosevelt Hospitals January 2008 - January 2008
Valley Youth House October 2007 - December 2007
CitiGroup Smith Barney August 2007 - September 2007
Skills
Community Outreach, Spanish, Program Development, Workshop Facilitation, Nonprofits, Non-profits, Volunteer Management, Resume Writing, Youth Development, Student Development, Higher Education, Recruiting, Fundraising, Research, PowerPoint, College Recruiting, Public Speaking, Microsoft Office, Event Planning, Program Evaluation
Education
The George Washington University 2013 — 2015
Master's degree, Education Policy Studies
Lafayette College 2005 — 2009
Bachelor of Arts, Double Major: International Affairs and Anthro/Sociology
Patricia Cepeda's Citigroup Smith Barney Experience June 2006 - September 2006
Job Human Resources Payroll Associate at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley June 2010 - Present
Lipsky Goodkin & Co, CPA Firm January 2008 - May 2009
Citigroup Smith Barney June 2006 - September 2006
Skills
Account Reconciliation, Accounting, Financial Reporting, QuickBooks, Financial Statements, Bank Reconciliation, Financial Accounting, Peachtree, General Ledger, Financial Analysis, Tax, GAAP, Journal Entries, Accounts Payable, Cash Flow, Microsoft Excel
Education
Fordham Gabelli School of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting and Business/Management
Fordham University, College of Business Administration 2005 — 2009
Bachelor of Science, Accounting
Morgan Stanley June 2010 - Present
Lipsky Goodkin & Co, CPA Firm January 2008 - May 2009
Citigroup Smith Barney June 2006 - September 2006
Skills
Account Reconciliation, Accounting, Financial Reporting, QuickBooks, Financial Statements, Bank Reconciliation, Financial Accounting, Peachtree, General Ledger, Financial Analysis, Tax, GAAP, Journal Entries, Accounts Payable, Cash Flow, Microsoft Excel
Education
Fordham Gabelli School of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting and Business/Management
Fordham University, College of Business Administration 2005 — 2009
Bachelor of Science, Accounting
Olivia Hazel's Citigroup Smith Barney Experience June 2008 - August 2008
Job Assistant Manager at Rite Aid Pharmacy
Industry Hospital & Health Care
Experience
Rite Aid October 2013 - Present
Global Young Leaders Conference June 2013 - August 2013
Panera Bread March 2012 - June 2013
SUNY New Paltz Sponsored Programs January 2012 - June 2013
Health Quest October 2011 - January 2012
Zimmer Lucas Capital, LLC July 2011 - August 2011
Federal Reserve Bank of New York July 2009 - August 2009
CitiGroup Smith Barney June 2008 - August 2008
Crain’s New York Business Magazine November 2006 - February 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Appointment Scheduling, Data Entry, Database Design, Microsoft Access, Organization, Computer Proficiency, Teamwork, Event Planning, Facebook, Fundraising, Human Resources, Leadership, Microsoft Office, Research, Social Networking, Training
Education
Georgetown University 2013 — 2017
Master of Science in Health Systems Administration
State University of New York at New Paltz 2009 — 2013
Bachelor of Science (BS), Finance, General
High School of Economics and Finance 2005 — 2009
High School Diploma, Business Administration and Management, General
Rite Aid October 2013 - Present
Global Young Leaders Conference June 2013 - August 2013
Panera Bread March 2012 - June 2013
SUNY New Paltz Sponsored Programs January 2012 - June 2013
Health Quest October 2011 - January 2012
Zimmer Lucas Capital, LLC July 2011 - August 2011
Federal Reserve Bank of New York July 2009 - August 2009
CitiGroup Smith Barney June 2008 - August 2008
Crain’s New York Business Magazine November 2006 - February 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Appointment Scheduling, Data Entry, Database Design, Microsoft Access, Organization, Computer Proficiency, Teamwork, Event Planning, Facebook, Fundraising, Human Resources, Leadership, Microsoft Office, Research, Social Networking, Training
Education
Georgetown University 2013 — 2017
Master of Science in Health Systems Administration
State University of New York at New Paltz 2009 — 2013
Bachelor of Science (BS), Finance, General
High School of Economics and Finance 2005 — 2009
High School Diploma, Business Administration and Management, General
Robert Raczyla, CFA's Citigroup Smith Barney Experience June 2006 - August 2006
Job Commodity Risk Lead at BP
Industry Investment Management
Experience
BP December 2014 - Present
BP September 2012 - December 2014
Mercuria Energy Group February 2010 - September 2012
Stark Investments May 2007 - February 2010
Citigroup Smith Barney June 2006 - August 2006
Skills
Variance Swaps, Derivatives, Options, Dispersions, Valuation, Trading, Commodity, Securities, Structured Products, Fixed Income, Finance, Risk Management
Education
Marquette University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Marquette University
of, Business Administration; Finance, Marketing
BP December 2014 - Present
BP September 2012 - December 2014
Mercuria Energy Group February 2010 - September 2012
Stark Investments May 2007 - February 2010
Citigroup Smith Barney June 2006 - August 2006
Skills
Variance Swaps, Derivatives, Options, Dispersions, Valuation, Trading, Commodity, Securities, Structured Products, Fixed Income, Finance, Risk Management
Education
Marquette University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Marquette University
of, Business Administration; Finance, Marketing
Dina DiLorenzo's Citigroup Smith Barney Experience 2001 - 2005
Job Senior Managing Director at Guggenheim Partners, Global Head & COO of Guggenheim Investment Advisory
Industry Financial Services
Experience
Guggenheim Partners 2005 - Present
Guggenheim Investment Advisors (GIA) 2015 - Present
Citigroup - Smith Barney 2001 - 2005
UBS Warburg LLC 1998 - 2001
NationsBanc Montgomery Securities 1998 - 1998
J.P. Morgan 1997 - 1998
Skills
Financial Advisory /..., Client Services, Product Development, Hedge Funds /..., Business Development, Trading / Trade..., Change Management, Regulatory Compliance, P&L Mnagement, Alternative Investments, Financial Services, Equities, Portfolio Management, Securities, Hedge Funds, Start-ups, Series 63, Asset Management, FINRA
Education
Lehigh University
Bachelor of Arts (B.A.), Economics
Guggenheim Partners 2005 - Present
Guggenheim Investment Advisors (GIA) 2015 - Present
Citigroup - Smith Barney 2001 - 2005
UBS Warburg LLC 1998 - 2001
NationsBanc Montgomery Securities 1998 - 1998
J.P. Morgan 1997 - 1998
Skills
Financial Advisory /..., Client Services, Product Development, Hedge Funds /..., Business Development, Trading / Trade..., Change Management, Regulatory Compliance, P&L Mnagement, Alternative Investments, Financial Services, Equities, Portfolio Management, Securities, Hedge Funds, Start-ups, Series 63, Asset Management, FINRA
Education
Lehigh University
Bachelor of Arts (B.A.), Economics
Cheryl Chang's Citigroup Smith Barney Experience August 2006 - January 2007
Job Student, JD/MDR Pepperdine University, School of Law, Straus Institute of Dispute Resolution
Industry Law Practice
Experience
FINRA Dispute Resolution May 2014 - August 2014
Vicasa Limited Inc September 2010 - May 2014
JP Morgan July 2010 - September 2010
Morgan Stanley Smith Barney (formerly known May 2007 - July 2010
Morgan Stanley Smith Barney November 2006 - July 2010
Citigroup Smith Barney August 2006 - January 2007
USC Marshall Alumni Association (MAA) August 2005 - July 2006
Skills
Management, Sales, Marketing, Budgets, Time Management, Sales Management, Teamwork, Trading, Research, Interviews, Series 7, Wealth Management, Equities
Education
Pepperdine University School of Law 2013 — 2016
Doctor of Law (J.D.)/Masters, Dispute Resolution
Villanova University 2010 — 2010
Certificate, Project Management
University of Southern California (USC) 2004 — 2007
Bachelor of Science, Business Administration; Finance
University of Southern California - Marshall School of Business 2004 — 2007
Bachelor of Science, Business Administration, Corporate Finance
FINRA Dispute Resolution May 2014 - August 2014
Vicasa Limited Inc September 2010 - May 2014
JP Morgan July 2010 - September 2010
Morgan Stanley Smith Barney (formerly known May 2007 - July 2010
Morgan Stanley Smith Barney November 2006 - July 2010
Citigroup Smith Barney August 2006 - January 2007
USC Marshall Alumni Association (MAA) August 2005 - July 2006
Skills
Management, Sales, Marketing, Budgets, Time Management, Sales Management, Teamwork, Trading, Research, Interviews, Series 7, Wealth Management, Equities
Education
Pepperdine University School of Law 2013 — 2016
Doctor of Law (J.D.)/Masters, Dispute Resolution
Villanova University 2010 — 2010
Certificate, Project Management
University of Southern California (USC) 2004 — 2007
Bachelor of Science, Business Administration; Finance
University of Southern California - Marshall School of Business 2004 — 2007
Bachelor of Science, Business Administration, Corporate Finance
T.J. Piggott's Citigroup Smith Barney Experience April 2006 - September 2008
Job Senior Investment Management
Industry Investment Management
Experience
Motley Fool Wealth Management December 2014 - Present
RBC Wealth Management February 2012 - December 2014
Morgan Stanley Smith Barney April 2010 - August 2011
Morgan Stanley Smith Barney September 2008 - April 2010
Citigroup Smith Barney April 2006 - September 2008
Skills
Series 7, Series 66, Variable Annuities, Portfolio Management, Equity Research Analysis, Life & Health Insurance..., Mutual Funds, Financial Analysis, Sales, Financial Services
Education
Roanoke College 2002 — 2005
BBA, Business Administration
Motley Fool Wealth Management December 2014 - Present
RBC Wealth Management February 2012 - December 2014
Morgan Stanley Smith Barney April 2010 - August 2011
Morgan Stanley Smith Barney September 2008 - April 2010
Citigroup Smith Barney April 2006 - September 2008
Skills
Series 7, Series 66, Variable Annuities, Portfolio Management, Equity Research Analysis, Life & Health Insurance..., Mutual Funds, Financial Analysis, Sales, Financial Services
Education
Roanoke College 2002 — 2005
BBA, Business Administration
Varun Rampall's Citigroup Smith Barney Experience January 2009 - May 2009
Job Associate Product Manager at FactSet
Industry Information Technology and Services
Experience
FactSet August 2015 - Present
S&P Capital IQ March 2011 - July 2015
Chimera Securities June 2010 - October 2010
Asset Preservation Group June 2009 - September 2009
Citigroup Smith Barney January 2009 - May 2009
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelor's Degree, Economics
FactSet August 2015 - Present
S&P Capital IQ March 2011 - July 2015
Chimera Securities June 2010 - October 2010
Asset Preservation Group June 2009 - September 2009
Citigroup Smith Barney January 2009 - May 2009
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelor's Degree, Economics
Tara Cage's Citigroup Smith Barney Experience December 2004 - February 2008
Job Realtor at Northside Realty
Industry Real Estate
Experience
Northside Realty September 2011 - Present
Citigroup, Smith Barney December 2004 - February 2008
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, ABR, First Time Home Buyers, Real Estate, Marketing, Public Speaking, Microsoft Excel, Customer Satisfaction, Project Management, Investment Properties, Microsoft Word, Referrals, Coaching, Sales
Education
Radford University 1988 — 1992
BS, Economics
Northside Realty September 2011 - Present
Citigroup, Smith Barney December 2004 - February 2008
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, ABR, First Time Home Buyers, Real Estate, Marketing, Public Speaking, Microsoft Excel, Customer Satisfaction, Project Management, Investment Properties, Microsoft Word, Referrals, Coaching, Sales
Education
Radford University 1988 — 1992
BS, Economics
Daniel Miree, Jr.'s Citigroup Smith Barney Experience 2004 - 2008
Job Project Manager at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2013 - Present
Meridian Equity Partners July 2010 - May 2013
Meridian Equity Partners March 2008 - July 2010
Citigroup Smith Barney 2004 - 2008
Procter & Gamble 1998 - 2001
Skills
Hedge Funds, Series 7, Equities, Series 63, Investments
Education
Harvard University 1998 — 2002
BA, Economics
Goldman Sachs October 2013 - Present
Meridian Equity Partners July 2010 - May 2013
Meridian Equity Partners March 2008 - July 2010
Citigroup Smith Barney 2004 - 2008
Procter & Gamble 1998 - 2001
Skills
Hedge Funds, Series 7, Equities, Series 63, Investments
Education
Harvard University 1998 — 2002
BA, Economics
Laura Khorshid's Citigroup Smith Barney Experience June 2007 - August 2007
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
California Credits Group (CCG) June 2008 - December 2008
Citigroup Smith Barney June 2007 - August 2007
Goldman Sachs May 2007 - June 2007
Skills
Microsoft Office (Word,..., Adobe Photoshop, Quicken, HCFA1500 Insurance..., Mac/PC Proficient
Education
National Taiwan University
Chinese
University of Southern California
BS, International Business, Chinese
Merrill Lynch January 2011 - Present
California Credits Group (CCG) June 2008 - December 2008
Citigroup Smith Barney June 2007 - August 2007
Goldman Sachs May 2007 - June 2007
Skills
Microsoft Office (Word,..., Adobe Photoshop, Quicken, HCFA1500 Insurance..., Mac/PC Proficient
Education
National Taiwan University
Chinese
University of Southern California
BS, International Business, Chinese
Shruti Agarwal's Citigroup Smith Barney Experience June 2005 - August 2005
Job Financial Analyst
Industry Financial Services
Experience
The Walt Disney Company July 2006 - December 2006
University of Dreams August 2005 - June 2006
CITIGROUP, SMITH BARNEY June 2005 - August 2005
SREI Infrastructure Finance Limited May 2004 - August 2004
Education
Penn State University 2003 — 2007
BSc
The International School, Bangalore 2001 — 2003
International Baccalaureate Diploma
The Walt Disney Company July 2006 - December 2006
University of Dreams August 2005 - June 2006
CITIGROUP, SMITH BARNEY June 2005 - August 2005
SREI Infrastructure Finance Limited May 2004 - August 2004
Education
Penn State University 2003 — 2007
BSc
The International School, Bangalore 2001 — 2003
International Baccalaureate Diploma
Adam Ashley's Citigroup Smith Barney Experience March 2004 - February 2006
Job Vice President Enterprise Stress Analytics
Industry Banking
Experience
SunTrust Bank July 2014 - Present
M&T Bank Corporation September 2010 - July 2014
Citi Investment Research and Analysis September 2008 - September 2010
Applied Investment Management December 2007 - May 2008
University of Notre Dame June 2007 - May 2008
Alliance Bernstein February 2006 - May 2007
Citigroup - Smith Barney March 2004 - February 2006
Skills
Financial Modeling, Investment Banking, Valuation, Derivatives, Capital Markets, Bloomberg, Equities, Fixed Income, Equity Research, Corporate Finance, Private Equity, Quantitative Finance, Finance, Investments, Portfolio Management, Banking, Management, Financial Analysis
Education
Northwestern University 2014 — 2016
Master of Science in Predictive Analytics (MSPA), Predictive Analytics
University of Notre Dame 2007 — 2008
Master of Business Administration
Brigham Young University 1998 — 2003
Bachelor of Science, Business Management/Financial Services
Russell High School
SunTrust Bank July 2014 - Present
M&T Bank Corporation September 2010 - July 2014
Citi Investment Research and Analysis September 2008 - September 2010
Applied Investment Management December 2007 - May 2008
University of Notre Dame June 2007 - May 2008
Alliance Bernstein February 2006 - May 2007
Citigroup - Smith Barney March 2004 - February 2006
Skills
Financial Modeling, Investment Banking, Valuation, Derivatives, Capital Markets, Bloomberg, Equities, Fixed Income, Equity Research, Corporate Finance, Private Equity, Quantitative Finance, Finance, Investments, Portfolio Management, Banking, Management, Financial Analysis
Education
Northwestern University 2014 — 2016
Master of Science in Predictive Analytics (MSPA), Predictive Analytics
University of Notre Dame 2007 — 2008
Master of Business Administration
Brigham Young University 1998 — 2003
Bachelor of Science, Business Management/Financial Services
Russell High School
Hayley Nickerson's Citigroup Smith Barney Experience June 2006 - September 2006
Job Senior Sales Tax Consultant
Industry Accounting
Experience
Ryan August 2010 - Present
ADP, Inc April 2008 - July 2010
Citigroup Smith Barney June 2006 - September 2006
Skills
Six Sigma - Subject..., Accounting, Tax, Use Tax, Sales Tax, VAT, Process Improvement, Microsoft Excel
Education
University of Massachusetts 2005 — 2007
Bachelor of Science, Economics, Cum Laude
Cape Cod Community College 2004 — 2005
Associate of Arts, Accounting
Ryan August 2010 - Present
ADP, Inc April 2008 - July 2010
Citigroup Smith Barney June 2006 - September 2006
Skills
Six Sigma - Subject..., Accounting, Tax, Use Tax, Sales Tax, VAT, Process Improvement, Microsoft Excel
Education
University of Massachusetts 2005 — 2007
Bachelor of Science, Economics, Cum Laude
Cape Cod Community College 2004 — 2005
Associate of Arts, Accounting
Chad Adler's Citigroup Smith Barney Experience May 2008 - July 2008
Job Account Executive, Capacity Management Solutions at McKesson
Industry Hospital & Health Care
Experience
McKesson November 2014 - Present
McKesson March 2014 - November 2014
McKesson January 2013 - April 2014
Romney for President August 2012 - November 2012
Morgan Stanley November 2011 - August 2012
Office of the Comptroller of the Currency February 2009 - November 2011
Citigroup Smith Barney May 2008 - July 2008
Skills
Healthcare Information..., Hospital Information..., Hospital Sales, Healthcare, Capital Management, Liquidity Management, Liquidity Risk, Interest Rate Risk..., Credit Analysis, Capacity Management, Finance, Banking, Financial Risk, Risk Management, Hospitals
Education
Auburn University 2005 — 2009
Bachelor of Science in Business Administration, Economics
Rangsit University - Bangkok, Thailand 2008 — 2008
International Economics
McKesson November 2014 - Present
McKesson March 2014 - November 2014
McKesson January 2013 - April 2014
Romney for President August 2012 - November 2012
Morgan Stanley November 2011 - August 2012
Office of the Comptroller of the Currency February 2009 - November 2011
Citigroup Smith Barney May 2008 - July 2008
Skills
Healthcare Information..., Hospital Information..., Hospital Sales, Healthcare, Capital Management, Liquidity Management, Liquidity Risk, Interest Rate Risk..., Credit Analysis, Capacity Management, Finance, Banking, Financial Risk, Risk Management, Hospitals
Education
Auburn University 2005 — 2009
Bachelor of Science in Business Administration, Economics
Rangsit University - Bangkok, Thailand 2008 — 2008
International Economics
Gregory Vasse's Citigroup Smith Barney Experience February 2004 - May 2004
Job Equity Research Associate at TimesSquare Capital Management
Industry Investment Management
Experience
TimesSquare Capital Management April 2008 - Present
Lehman Brothers January 2006 - April 2008
Needham & Company June 2004 - January 2006
Citigroup Smith Barney February 2004 - May 2004
CB Richard Ellis June 2003 - August 2003
Skills
Investment Banking, Financial Modeling, Mergers, Equity Research, Mergers & Acquisitions, Equity Capital Markets, Bloomberg, Equities, Valuation, Investments, Portfolio Management
Education
Babson College 2000 — 2004
BS, Finance, Economics
TimesSquare Capital Management April 2008 - Present
Lehman Brothers January 2006 - April 2008
Needham & Company June 2004 - January 2006
Citigroup Smith Barney February 2004 - May 2004
CB Richard Ellis June 2003 - August 2003
Skills
Investment Banking, Financial Modeling, Mergers, Equity Research, Mergers & Acquisitions, Equity Capital Markets, Bloomberg, Equities, Valuation, Investments, Portfolio Management
Education
Babson College 2000 — 2004
BS, Finance, Economics
Andrew Frazier's Citigroup Smith Barney Experience June 2006 - June 2007
Job Professional Geologist, Mongolia Minerals Industry Specialist, Resource Economist
Industry Mining & Metals
Experience
Connect Resource Services Mongolia July 2012 - March 2013
Aspire Mining Limited October 2011 - May 2012
Draig Resources April 2012 - April 2012
Lucky Strike Resources May 2011 - October 2011
John T. Boyd Company April 2008 - October 2009
Strategic Financial, Euro Pacific Capital June 2007 - January 2008
Citigroup Smith Barney June 2006 - June 2007
Green Diamond Resource Company February 2001 - May 2006
Greenstone Resources March 1998 - August 1998
Skills
Coal, Geology, Drilling, Mineral Exploration, Mining, Logging, Economic Geology, Sampling, Gold, Geological Mapping, Strategy
Education
Michigan Technological University 2010 — 2014
M.Sc., Applied Natural Resource Economics
California State University-Sacramento 1993 — 1998
B.A., Geology
Connect Resource Services Mongolia July 2012 - March 2013
Aspire Mining Limited October 2011 - May 2012
Draig Resources April 2012 - April 2012
Lucky Strike Resources May 2011 - October 2011
John T. Boyd Company April 2008 - October 2009
Strategic Financial, Euro Pacific Capital June 2007 - January 2008
Citigroup Smith Barney June 2006 - June 2007
Green Diamond Resource Company February 2001 - May 2006
Greenstone Resources March 1998 - August 1998
Skills
Coal, Geology, Drilling, Mineral Exploration, Mining, Logging, Economic Geology, Sampling, Gold, Geological Mapping, Strategy
Education
Michigan Technological University 2010 — 2014
M.Sc., Applied Natural Resource Economics
California State University-Sacramento 1993 — 1998
B.A., Geology
Uliana Pak's Citigroup Smith Barney Experience November 2007 - March 2008
Job AVP of Business Management at Hotspot FX
Industry Financial Services
Experience
Citi September 2014 - Present
Hotspot FX June 2013 - Present
Knight Capital Group July 2011 - June 2013
Knight Capital Group July 2009 - July 2011
Knight Capital Group March 2008 - June 2009
Citigroup, Smith Barney November 2007 - March 2008
Skills
Series 7, Series 63, Equities, Bloomberg, Market Data, Series 24, Equity Trading, Hedge Funds, Electronic Trading, Trading, FINRA, Equity Research, Alternative Investments, Capital Markets, Investments, Financial Markets, Securities, Asset Management, Bloomberg Terminal, Derivatives, Proprietary Trading, Mutual Funds, Financial Services
Education
Pace University-New York 2005 — 2009
Business Economics, Economics
Citi September 2014 - Present
Hotspot FX June 2013 - Present
Knight Capital Group July 2011 - June 2013
Knight Capital Group July 2009 - July 2011
Knight Capital Group March 2008 - June 2009
Citigroup, Smith Barney November 2007 - March 2008
Skills
Series 7, Series 63, Equities, Bloomberg, Market Data, Series 24, Equity Trading, Hedge Funds, Electronic Trading, Trading, FINRA, Equity Research, Alternative Investments, Capital Markets, Investments, Financial Markets, Securities, Asset Management, Bloomberg Terminal, Derivatives, Proprietary Trading, Mutual Funds, Financial Services
Education
Pace University-New York 2005 — 2009
Business Economics, Economics
Ravi Adimoolam's Citigroup Smith Barney Experience October 1992 - December 2009
Job Vice President, Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan December 2009 - Present
Citigroup Smith Barney October 1992 - December 2009
American Express Financial Advisors January 1989 - July 1992
Skills
Series 7, Series 24, Series 65, Series 63, NYS Life, Wealth Accumulation..., Financial Analysis, Retirement Planning, Team Leadership, Portfolio Management
Education
Louisiana State University 1986 — 1988
MBA, Accounting and Finance
State Board of CPAs- Louisiana 1989 — 1990
Certified Public Accountant- CPA Certified, Accounting
J.P. Morgan December 2009 - Present
Citigroup Smith Barney October 1992 - December 2009
American Express Financial Advisors January 1989 - July 1992
Skills
Series 7, Series 24, Series 65, Series 63, NYS Life, Wealth Accumulation..., Financial Analysis, Retirement Planning, Team Leadership, Portfolio Management
Education
Louisiana State University 1986 — 1988
MBA, Accounting and Finance
State Board of CPAs- Louisiana 1989 — 1990
Certified Public Accountant- CPA Certified, Accounting
George Carl Wray's Citigroup Smith Barney Experience March 2008 - September 2008
Job Staffing Manager at Accountemps
Industry Accounting
Experience
Accountemps January 2012 - Present
Compass CPA January 2011 - July 2011
Fort Wayne Metals Research Company March 2010 - August 2010
Wachovia Securities December 2009 - February 2010
Citigroup Smith Barney March 2008 - September 2008
Skills
Cost Analysis, Financial Reporting, Tax, Time Management, Finance, Corporate Finance, QuickBooks, Accounts Payable, Accounting, Accounts Receivable, General Ledger, Account Reconciliation, Financial Accounting, Microsoft Excel, Inventory Management, Financial Statements, Microsoft Word, Invoicing, Customer Service, PowerPoint, Leadership
Education
Manchester College 2006 — 2011
Bachelor of Science, Accounting & Finance Dec 2010
Carrol High school
Accountemps January 2012 - Present
Compass CPA January 2011 - July 2011
Fort Wayne Metals Research Company March 2010 - August 2010
Wachovia Securities December 2009 - February 2010
Citigroup Smith Barney March 2008 - September 2008
Skills
Cost Analysis, Financial Reporting, Tax, Time Management, Finance, Corporate Finance, QuickBooks, Accounts Payable, Accounting, Accounts Receivable, General Ledger, Account Reconciliation, Financial Accounting, Microsoft Excel, Inventory Management, Financial Statements, Microsoft Word, Invoicing, Customer Service, PowerPoint, Leadership
Education
Manchester College 2006 — 2011
Bachelor of Science, Accounting & Finance Dec 2010
Carrol High school
Costas Liappas's Citigroup Smith Barney Experience November 2004 - January 2007
Job Sr. Registered Client Services Associate
Industry Financial Services
Experience
UBS Financial Services Inc March 2012 - Present
Credit Suisse July 2011 - October 2011
UBS Financial Services Inc January 2007 - July 2011
Citigroup - Smith Barney November 2004 - January 2007
Education
Hobart and William Smith Colleges 2000 — 2004
Bachelor of the Arts, Economics & International Relations
Manhasset Sr. High School 1996 — 2000
High School
UBS Financial Services Inc March 2012 - Present
Credit Suisse July 2011 - October 2011
UBS Financial Services Inc January 2007 - July 2011
Citigroup - Smith Barney November 2004 - January 2007
Education
Hobart and William Smith Colleges 2000 — 2004
Bachelor of the Arts, Economics & International Relations
Manhasset Sr. High School 1996 — 2000
High School
Edward Kaiser's Citigroup Smith Barney Experience 2000 - 2009
Job .Net Developer at Mitsui Sumitomo Insurance Group
Industry Financial Services
Experience
Mitsui Sumitomo Insurance Group June 2013 - Present
The Zitter Group April 2012 - November 2012
Morgan Stanley Smith Barney April 2009 - January 2012
Citigroup - Smith Barney 2000 - 2009
Schroders February 1992 - April 2000
CIGNA September 1988 - February 1992
Skills
Visual Studio, C#, ASP.NET, Visual Basic, SQL, Excel, Word, JavaScript, jQuery, HTML, MS Project, Change Synergy, Telerik, SDLC, Systems Analysis, Business Analysis, Microsoft Excel, .NET, Databases, Software Development, Integration
Education
NYU 1987 — 1988
Diploma in Computer Technology, Computer Programming
SUNY Cortland 1973 — 1977
Bachelor of Arts, English
Mitsui Sumitomo Insurance Group June 2013 - Present
The Zitter Group April 2012 - November 2012
Morgan Stanley Smith Barney April 2009 - January 2012
Citigroup - Smith Barney 2000 - 2009
Schroders February 1992 - April 2000
CIGNA September 1988 - February 1992
Skills
Visual Studio, C#, ASP.NET, Visual Basic, SQL, Excel, Word, JavaScript, jQuery, HTML, MS Project, Change Synergy, Telerik, SDLC, Systems Analysis, Business Analysis, Microsoft Excel, .NET, Databases, Software Development, Integration
Education
NYU 1987 — 1988
Diploma in Computer Technology, Computer Programming
SUNY Cortland 1973 — 1977
Bachelor of Arts, English
Joseph Hendrick's Citigroup Smith Barney Experience March 2002 - March 2009
Job Financial Advisor/LPL Financial
Industry Financial Services
Experience
LPL Financial March 2009 - Present
CitiGroup Smith Barney March 2002 - March 2009
Prudential Securities November 1998 - March 2002
Skills
Municipal Bonds, Long Term Care Insurance, Tactical and Strategic..., Mutual Fund Selection, Stock Selection, 401(k) Small Businesses
Education
Colgate University
AB
LPL Financial March 2009 - Present
CitiGroup Smith Barney March 2002 - March 2009
Prudential Securities November 1998 - March 2002
Skills
Municipal Bonds, Long Term Care Insurance, Tactical and Strategic..., Mutual Fund Selection, Stock Selection, 401(k) Small Businesses
Education
Colgate University
AB
Tom Paskins's Citigroup Smith Barney Experience September 1984 - June 2009
Job
Industry Financial Services
Experience
Citigroup Smith Barney September 1984 - June 2009
Education
Indiana University Bloomington 1963 — 1967
Bachelor of Science (BS), Business Administration and Management, General
Citigroup Smith Barney September 1984 - June 2009
Education
Indiana University Bloomington 1963 — 1967
Bachelor of Science (BS), Business Administration and Management, General
Keith Griffin's Citigroup Smith Barney Experience January 2007 - May 2007
Job Senior Associate at AIC Ventures
Industry Investment Management
Experience
AIC Ventures July 2014 - Present
Regions Financial Corporation August 2012 - July 2014
Morgan Stanley June 2010 - August 2010
Citigroup Smith Barney January 2007 - May 2007
Skills
Investments, Commercial Real Estate, Real Estate, Real Estate Economics, Acquisitions, Real Estate Financing, Real Estate Private..., Financial Modeling, Real Estate Underwriting, Real Estate Transactions, Asset Management, Leadership, Real Estate Development, Brokerage, Sales, Private Equity, Argus Modeling, Valuation, Due Diligence, Disposition, Financial Analysis, Capital Markets, Alternative Investments, CMBS
Education
North Carolina State University 2008 — 2011
BA, Economics
AIC Ventures July 2014 - Present
Regions Financial Corporation August 2012 - July 2014
Morgan Stanley June 2010 - August 2010
Citigroup Smith Barney January 2007 - May 2007
Skills
Investments, Commercial Real Estate, Real Estate, Real Estate Economics, Acquisitions, Real Estate Financing, Real Estate Private..., Financial Modeling, Real Estate Underwriting, Real Estate Transactions, Asset Management, Leadership, Real Estate Development, Brokerage, Sales, Private Equity, Argus Modeling, Valuation, Due Diligence, Disposition, Financial Analysis, Capital Markets, Alternative Investments, CMBS
Education
North Carolina State University 2008 — 2011
BA, Economics