Citigroup Smith Barney

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Citigroup Smith Barney Employees

Employee
Years
Job
Industry
Traci Weishaar Traci Weishaar Portland, Oregon Area Details
Traci Weishaar's Citigroup Smith Barney Experience 2002 - 2005
Job Global Financial Markets
Industry Capital Markets
Experience
TradeStation Securities (Independent)   2010 - Present
Missouri Coaltion for Lifesaving Cures   2004 - 2006
Citigroup - Smith Barney  2002 - 2005
Charles Schwab  2000 - 2002
Local Retail Running Speciality Chain   1998 - 2000

Education
University of Colorado Denver
M.B.A., Strategic Management

University of Kansas
B.A., Cellular Biology

Alan Tikwart Alden Alan Tikwart Alden San Francisco, California Details
Alan Tikwart Alden's Citigroup Smith Barney Experience September 2003 - March 2006
Job Director of Business Development at One Degree World Systems, Inc
Industry Internet
Experience
One Degree World Systems, Inc   September 2014 - Present
Series-A Partners   May 2008 - Present
CometAds   May 2012 - Present
Omne Mobile Wallet   July 2013 - May 2014
Verbble   September 2011 - June 2013
Stratagem Partnering   April 2009 - October 2011
Financial Technology Partners  March 2007 - May 2008
Citigroup Smith Barney   September 2003 - March 2006
Advent Software  October 2000 - July 2003

Skills
Start-ups, Venture Capital, Strategic Partnerships, Corporate Development, Strategy, Entrepreneurship, Emerging Payments, Financial Technology, Mobile Payments, New Business Development, Emerging Technologies, Business Strategy, Divestitures, Valuation, SaaS, Mergers & Acquisitions, IPO, Financial Modeling, Funding, Finance, Corporate Finance, Digital Strategy, Investment Banking, Mergers, Business Plan Evaluation, Business Plan..., Mobile Internet, Strategic Planning, Product Management, Management

Education
University of Kansas School of Law
JD

The University of Kansas
Bachelor of Arts

Eric Sivin Eric Sivin Greater New York City Area Details
Eric Sivin's Citigroup Smith Barney Experience December 2006 - August 2007
Job Vice President, Equity Capital Markets at JMP Securities
Industry Investment Banking
Experience
JMP Securities  December 2012 - Present
Rodman & Renshaw  August 2009 - October 2012
Kroll  May 2008 - January 2009
McLaughlin & Stern, LLP   November 2007 - April 2008
Citigroup Smith Barney   December 2006 - August 2007

Skills
Equity Capital Markets, Investment Banking, Private Placements, Deal Execution, Follow-on Offerings, PIPE transactions, Debt & Equity Financing, Capital Markets, Capital Structure, IPO, Private Equity, Finance, LBO, Equity Research, Wealth Management, Hedge Funds, Equities, CRM, PIPEs, Venture Capital, Valuation

Education
University of Michigan   2002 — 2006
BBA, Finance & Corporate Strategy

University of Michigan - Stephen M. Ross School of Business   2002 — 2006
BBA, Finance & Corporate Strategy

Esha Rangnekar Esha Rangnekar Greater Minneapolis-St. Paul Area Details
Esha Rangnekar's Citigroup Smith Barney Experience March 2007 - May 2007
Job Software Delivery Consultant at Geodigital International Inc
Industry Information Technology and Services
Experience
Geodigital International Inc  June 2014 - Present
Carlson School of Management  September 2013 - April 2014
Kohl's Department Stores  May 2013 - August 2013
Collegiate DECA  March 2013 - August 2013
The Limited  November 2012 - April 2013
Collegiate DECA  September 2012 - April 2013
Clear Channel Communications - Cities 97 and KOOL 108   August 2012 - November 2012
University of Minnesota Extension Accounting   July 2008 - November 2008
Citigroup - Smith Barney  March 2007 - May 2007
DLR Group  November 2006 - January 2007

Skills
Teamwork, Social Media, Microsoft Excel, Market Research, Crystal Reports, Python, R, SQL Server Management..., Oracle SQL, Microsoft SQL Server, MySQL, Data Analysis, Visio, Customer Service, Leadership, Business Analysis, Public Relations, Marketing, PowerPoint, Microsoft Word, HP Quality Center, Social Networking, Statistics, Access, Analysis, Facebook, Microsoft Office, Management, Sales, Project Planning, Google Docs, SAS, MS Office Suite, Marketing Research, Public Speaking, Team Leadership, Qualitative Research, MS Project, Retail, Social Media Marketing, Project Management, Twitter, Oracle SQL Developer, SPSS, Visual Basic, Qualtrics

Education
University of Minnesota-Twin Cities
Bachelor's Degree, Management Information Systems

Katy Westbrook Katy Westbrook Austin, Texas Details
Katy Westbrook's Citigroup Smith Barney Experience January 2002 - September 2004
Job Attended Texas State UniversitySan Marcos
Industry Media Production
Experience
Zebra Imaging  August 2015 - Present
NewSound Hearing Aid Center   March 2015 - August 2015
K&R Westbrook   June 2005 - March 2015
JBGoodwin REALTORS  August 2011 - November 2011
St. David's HealthCare   March 2010 - March 2011
Connections Dating   November 2009 - March 2010
Sell-Thru Services  September 2004 - May 2005
Citigroup Smith Barney   January 2002 - September 2004

Skills
Data Entry, Office Administration, Receptionist Duties, Fax, Phone Etiquette, Customer Service, Telephone Skills, Microsoft Office, Critical Thinking, HIPAA, Customer-focused Service, Fundraising, Time Management, Real Estate Transactions, Administrative Work, Microsoft Word, Microsoft Excel, Travel Planning, Outlook, Confidentiality, Administrative..., Administration, PowerPoint, Sales, Marketing, Social Media, Public Speaking

Education
Texas State University   2013 — 2014
Bachelor of Arts (B.A.), Theatre/Theater

Texas State University   2013 — 2014
Bachelor of Arts (B.A.), Theatre/Theater

Austin Community College   2000 — 2014
Associate of Arts (A.A.), English Language and Literature/Letters

Austin Institute of Real Estate   2011 — 2011
Real Estate License, Real Estate

Jared Kuehn Jared Kuehn Missoula, Montana Area Details
Jared Kuehn's Citigroup Smith Barney Experience February 2006 - June 2006
Job Real Estate Loan Officer at First Security Bank of Missoula
Industry Banking
Experience
First Security Bank of Missoula  March 2015 - Present
Community Bank, Inc.   September 2013 - February 2015
Consolidated Community Credit Union  February 2009 - May 2013
Community Bank  2013 - 2013
Consolidated Community Credit Union  April 2008 - February 2009
Consolidated Community Credit Union  June 2007 - April 2008
Consolidated Community Credit Union  October 2006 - June 2007
Citigroup Smith Barney   February 2006 - June 2006
Montana Community Development Corporation  May 2004 - May 2005

Skills
Loans, Mortgage Lending, Credit, Loan Origination, Credit Analysis, Banking, Mortgage Banking, FHA, Refinance, Residential Mortgages, VA loans, Commercial Lending, Construction Loans, FHA financing, Consumer Lending, Financial Analysis, Underwriting, Loan Servicing

Education
The University of Montana   2002 — 2006
bachelor of science, business/Finance

Sentinel High School

Marissa (Marissa Jane Greer) Kivett, CFP® Marissa (Marissa Jane Greer) Kivett, CFP® Wellesley Hills, Massachusetts Details
Marissa (Marissa Jane Greer) Kivett, CFP®'s Citigroup Smith Barney Experience January 2008 - June 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  September 2009 - Present
Morgan Stanley Smith Barney  June 2009 - September 2009
Citigroup Smith Barney   January 2008 - June 2009
State Street  June 2006 - December 2007
Arnold Worldwide  2005 - 2005

Skills
Insurance Planning, Retirement Planning, Investment Planning, Investments, Finance, Mutual Funds, Estate Investment..., Wealth Management, Financial Advisory, Management

Education
University of New Hampshire   2002 — 2006
Bachelor of Arts (B.A.), Psychology

University College London, U. of London   2005 — 2005

Wellesley High School

William Trainor William Trainor Greater Boston Area Details
William Trainor's Citigroup Smith Barney Experience December 2005 - April 2009
Job Equity Research at Off Wall Street Consulting Group
Industry Investment Management
Experience
Off Wall Street Consulting Group   May 2014 - December 2014
Off Wall Street Consulting Group   March 2010 - May 2014
Off Wall Street Consulting Group   September 2009 - February 2010
Citigroup Smith Barney   December 2005 - April 2009

Skills
Portfolio Management, Equities, Hedge Funds, Alternative Investments, Investments, Asset Management, Bloomberg, Financial Modeling, Equity Research, Relationship Management, Financial Analysis, Due Diligence, Research, Valuation, Mutual Funds, Financial Services, Trading, Finance

Education
Skidmore College   2001 — 2005
Bachelor's Degree, Business Administration and Management, General

Arlington Catholic High School   1997 — 2001
High School

Shwetha Nagaraj Shwetha Nagaraj San Francisco Bay Area Details
Shwetha Nagaraj's Citigroup Smith Barney Experience June 2005 - August 2006
Job Program Manager II at Microsoft
Industry Computer Software
Experience
Microsoft  September 2013 - Present
Microsoft  November 2012 - September 2013
Microsoft  February 2011 - August 2012
Microsoft  August 2006 - January 2011
Citigroup-Smith Barney  June 2005 - August 2006

Skills
Program Development, Customer oriented design, Object Oriented Design, C#, Mobile VoIP, Scenario Focused..., Distributed Systems, Problem Solving, Unified Communications, Mobile Applications, Scrum, Agile Methodologies, Web Services, C++

Education
Rutgers University-New Brunswick   2003 — 2005
Masters in Computer Engineering, Computer Science

PESIT, Bangalore   1999 — 2003
Bachelors, Computer Science

Paul Blease Paul Blease Dallas/Fort Worth Area Details
Paul Blease's Citigroup Smith Barney Experience November 1998 - June 2009
Job Director of CEO Advisor Institute at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds  November 2011 - Present
Morgan Stanley Smith Barney  September 2010 - December 2011
Citigroup Smith Barney   November 1998 - June 2009
Merrill Lynch  1988 - 1998
Principal Financial Group  1980 - 1988

Skills
Wealth Management, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Investment Strategies, Securities, Asset Managment, Investment Management, Wealth Management..., Mutual Funds, Financial Advisory, Strategic Financial..., Estate Planning, Financial Planners, Leadership Development, Equities, Financial Services, Leadership, Separately Managed..., Series 65, Practice Management, Relationship Management, Team Building, Management, Strategy, Consulting, Asset Management, Financial Planning

Education
University of Arizona   1973 — 1977

Kelly Abell DeRose, CPA/PFS, MST Kelly Abell DeRose, CPA/PFS, MST Baltimore, Maryland Area Details
Kelly Abell DeRose, CPA/PFS, MST's Citigroup Smith Barney Experience June 2005 - May 2009
Job Tax Manager at Gary R. Bozel & Associates, P.A.
Industry Accounting
Experience
GRB&A   November 2012 - Present
Morgan Stanley Smith Barney  June 2009 - December 2011
Citigroup Smith Barney   June 2005 - May 2009
Legg Mason  April 2002 - June 2005

Skills
Wealth Management, Wealth, Asset Allocation, Equities, High Net Worth..., Series 7, Tax, Retirement Planning, Financial Planners, Investment Advisory, Mutual Funds, Estate Planning, Business Valuation, Strategic Financial..., Financial Planning

Education
University of Baltimore School of Law   2006 — 2010
MST, Masters in Taxation

Towson University   1995 — 1999

DIMITRI GRECHENKO, CFA DIMITRI GRECHENKO, CFA Baltimore, Maryland Area Details
DIMITRI GRECHENKO, CFA's Citigroup Smith Barney Experience January 2005 - August 2006
Job Fixed Income Portfolio Manager
Industry Financial Services
Experience
NISA Investment Advisors  February 2012 - October 2012
T. Rowe Price  August 2006 - January 2012
Citigroup, Smith Barney  January 2005 - August 2006
Legg Mason Wood Walker, Inc  October 1999 - January 2005

Skills
Bloomberg Terminal, Excel, Access, lehman point, yieldbook, charles river, Fixed Income, Bonds, Options, Swaps, Asset Management, Asset Allocation, Portfolio Management, Investments, Derivatives, Financial Modeling, Bloomberg, Investment Strategies, Financial Markets, Capital Markets, Financial Analysis, Securities, Mutual Funds, Series 7, FX, Economics, Trading Systems, Credit Derivatives, Hedging, Risk Management, FX Options

Education
CFA Institute
CFA, CFA

University of Baltimore   1998 — 2000
MBA, Finance and Investment Management

Simferopol University   1987 — 1992
BS, Linguistics and World Cultures

Louis Bojorquez Louis Bojorquez Orange County, California Area Details
Louis Bojorquez's Citigroup Smith Barney Experience September 2002 - August 2004
Job Regional Vice President at Transamerica Capital
Industry Investment Management
Experience
Transamerica Capital, Inc.   March 2010 - June 2015
Metlife Investors  August 2004 - February 2010
Citigroup Smith Barney   September 2002 - August 2004
LexisNexis  1996 - 2002

Skills
Insurance, Series 63, Mutual Funds, Wealth Management, Series 7, Asset Managment, Fixed Annuities, New Business Development, Financial Analysis, Financial Services, Retirement Planning, Sales Management, Account Management, Investments, Sales, Alternative Investments, Financial Planning, Securities, Retirement

Education
University of Southern California   1985 — 1990
Bachelors of Arts, Social Sciences, Communications

Seth Scherer Seth Scherer North Palm Beach, Florida Details
Seth Scherer's Citigroup Smith Barney Experience June 2007 - June 2009
Job Director Compliance (Targeted Assessments Group) at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2009 - Present
Citigroup - Smith Barney  June 2007 - June 2009
Citigroup - Smith Barney  April 2005 - June 2007
Citigroup - Smith Barney  March 2004 - November 2004
Lynx Capital Partners  September 2002 - February 2004
Almarc Trading   September 2001 - September 2002

Skills
Series 7, Series 63, Series 55, Compliance

Education
University of Florida - Warrington College Of Business   1997 — 2001
BSBA, Business

Teddy Solomon Teddy Solomon Scottsdale, Arizona Details
Teddy Solomon's Citigroup Smith Barney Experience June 2008 - August 2008
Job Lead Budget/Coverage Analyst at PharmaSeek
Industry Hospital & Health Care
Experience
PFS Clinical (f.k.a. Pharmaseek Financial Services)   October 2014 - Present
PFS Clinical (f.k.a. Pharmaseek Financial Services)   February 2014 - September 2014
Ritchie Bros. Auctioneers  December 2012 - September 2013
Ritchie Bros. Auctioneers  September 2011 - December 2012
eBay  March 2005 - September 2011
University of Arizona  August 2006 - August 2010
SALT Center  October 2008 - May 2009
Citigroup Smith Barney   June 2008 - August 2008
The University of Arizona  October 2007 - May 2008

Skills
Sales, Leadership, Marketing, Sales Operations, Customer Service, Microsoft Office, PowerPoint, Windows, Contract Negotiation, Team Leadership, Cold Calling, Account Management, Sales Management, Microsoft Excel, Budgets, Team Building, New Business Development, Negotiation, Management, Social Media

Education
University of Arizona, Eller College of Management   2006 — 2010
Bachelor's Degree, Business Management

Member of University of Arizona Honors College   2008 — 2010
Social Entrepreneurship

Eric Walker Eric Walker Dallas/Fort Worth Area Details
Eric Walker's Citigroup Smith Barney Experience December 2006 - April 2007
Job Division Vice President at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store  2014 - Present
Equity Trust Company  2012 - 2014
TD Ameritrade  April 2007 - August 2012
Citigroup Smith Barney   December 2006 - April 2007
Charles Schwab & Co  February 1990 - November 2006
Charles Schwab  January 1990 - November 2006
Charles Schwab  January 1990 - November 2006
Charles Schwab  January 1990 - November 2006
Charles Schwab  January 1990 - November 2006
Charles Schwab  January 1990 - November 2006

Skills
Hiring, Business Planning, Customer Relations, Coaching, Fixed Income, Contact Management, Series 7, Consultative Selling, Sales Management, Series 63, Call Center, Financial Planning, P&L Management, Retirement Planning, Investments, Wealth Management, New Business Development, Strategic Planning, Executive Management, Business Strategy, Change Management, Securities, P&L, Team Building, Strategic Financial..., Mergers, Sales, Uniform Combined State..., Series 24, Income Statement, Management, Retirement, Sales Process, Investment Advisory, Financial Services, Program Management, Strategy, Cross-functional Team..., Leadership, Selling, Recruiting, Portfolio Management, Marketing Strategy, Customer Service, Marketing, CRM, Business Development, Mutual Funds, Training, Analysis

Education
Washington University in St. Louis - Olin Business School   2009 — 2009
Leading through Change

Truman State University   1985 — 1989
Bachelor of Science, Business Administration

Brandon Boffard Brandon Boffard New York, New York Details
Brandon Boffard's Citigroup Smith Barney Experience June 2008 - August 2008
Job Commercial Real Estate Attorney at Sills Cummis & Gross P.C.
Industry Real Estate
Experience
Sills Cummis & Gross P.C.   August 2014 - Present
Boffard Holdings LLC   June 2010 - August 2014
Fortuna Realty Group  April 2013 - October 2013
United States Bankruptcy Court  June 2011 - August 2011
UBS Global Asset Management  June 2009 - August 2009
Citigroup Smith Barney   June 2008 - August 2008

Skills
Capital Markets, Loan Origination, Real Estate Financing, Acquisitions, Commercial Lending, CMBS, Real Estate, Loan Syndication, Commercial Real Estate, Valuation, Financial Modeling, Debt & Equity Financing, Refinance, Mezzanine financing, Private Equity, Wealth Management, Due Diligence, Commercial Mortgages, Investments, Asset Management, Financial Analysis, Real Estate Economics, Real Estate Development, Real Estate Transactions, Portfolio Management, Finance, REMICs, Bridge Financing

Education
Seton Hall University School of Law   2010 — 2014
Doctor of Law (J.D.)

The George Washington University   2006 — 2010
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude

Lauren Nelson Lauren Nelson New York, New York Details
Lauren Nelson's Citigroup Smith Barney Experience February 2008 - May 2009
Job Account Executive at YuMe
Industry Marketing and Advertising
Experience
YuMe  June 2013 - Present
Greystripe, A Division of ValueClick   January 2012 - April 2013
Greystripe, A Division of ValueClick   September 2011 - January 2012
Kelly, Scott, & Madison   March 2010 - May 2011
Kelly, Scott, & Madison   2011 - 2011
Lake Erie Monsters/Cleveland Cavaliers   October 2009 - February 2010
Citigroup-Smith Barney  February 2008 - May 2009
Procter & Gamble  September 2008 - April 2009

Skills
Social Media Marketing, Digital Marketing, Mobile Marketing, Digital Media, Online Advertising, Advertising, Integrated Marketing

Education
University of Dayton   2005 — 2009
Marketing and Finance

Irene Hart Irene Hart Greater New York City Area Details
Irene Hart's Citigroup Smith Barney Experience 1988 - 1994
Job Consultant at Human Resources Business Consulting
Industry Human Resources
Experience
Human Resources Business Consulting   2013 - Present
Citi  November 2008 - August 2013
Citi, Global Wealth Management  May 2005 - November 2008
Citi  January 1994 - 2005
Citigroup, Smith Barney  1988 - 1994
Citigroup, Smith Barney  1986 - 1987

Skills
Employee Relations, Strategic Partnerships, Coaching, Consultation Skills, Building Relationships, Project Management, Mitigating Risk, Organization..., Internal Investigations, Succession Planning, Personnel Management, Recruiting, Human Resources, Performance Management, Risk Mitigation, Organizational..., Training and Development, Employment Law, Work/Life Program, Strategy, Restructuring, Leadership, Risk Management, HR Policies, Organizational...

Education
SUNY Oswego   1980 — 1984
Bachelor of Business Administration (BBA), Human Resources Management and Services

Lisa Zier Lisa Zier Atlanta, Georgia Details
Lisa Zier's Citigroup Smith Barney Experience 2005 - 2008
Job Recruiting Consultant at Georgia Power Company
Industry Staffing and Recruiting
Experience
Georgia Power Company  2014 - Present
Prudential Financial  2009 - 2014
Citigroup Smith Barney   2005 - 2008
Citigroup Smith Barney   1999 - 2005
Citigroup Smith Barney   1994 - 1999

Education
Tulane University
B.A.

Dewey D. Steffen Dewey D. Steffen Greater Detroit Area Details
Dewey D. Steffen's Citigroup Smith Barney Experience March 2002 - February 2007
Job Vice PresidentWealth Management, Financial Advisor & Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services, Inc.   February 2007 - Present
Detroit Athletic Club  June 1996 - Present
Citigroup Smith Barney   March 2002 - February 2007
Comerica Securities  April 1997 - March 2002

Education
University of Michigan   1992 — 1995
Bachelor of Arts (B.A.), Economics, International Business

Schoolcraft College   1990 — 1992
AA -, Business Administration

Seaholm High School   1985 — 1989

Dale Lehenbauer, CFA, CFP® Dale Lehenbauer, CFA, CFP® Monroe, North Carolina Details
Dale Lehenbauer, CFA, CFP®'s Citigroup Smith Barney Experience 2000 - 2007
Job Investment Advisor at Raymond James
Industry Investment Management
Experience
Raymond James  2007 - Present
Citigroup Smith Barney   2000 - 2007
USMC  1980 - 1992

Skills
Investments, Retirement Planning, Business Strategy, Banking, Portfolio Management, Credit, Loans, Wealth Management, Mutual Funds, Asset Management, Strategic Planning, Securities, Investment Advisory, Series 7, Financial Advisory, Finance, Leadership

Education
United States Naval Academy   1976 — 1980

Maya Reda, CFA Maya Reda, CFA Greater New York City Area Details
Maya Reda, CFA's Citigroup Smith Barney Experience April 2007 - May 2009
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2012 - Present
HSBC  January 2011 - September 2012
Morgan Stanley Smith Barney  June 2009 - January 2011
Citigroup Smith Barney   April 2007 - May 2009

Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS)   2003 — 2005
Master's degree, International Economics

Lindsay Niner (Clark) Lindsay Niner (Clark) Dallas, Texas Details
Lindsay Niner (Clark)'s Citigroup Smith Barney Experience May 2005 - August 2005
Job Account management at PwC
Industry Accounting
Experience
PwC  November 2012 - Present
PwC  May 2011 - November 2012
PwC  June 2006 - May 2011
Citigroup Smith Barney   May 2005 - August 2005

Skills
Income Tax, Tax Advisory, Recruiting, Sourcing, Innovation Management, Tax, Accounting, Corporate Tax, Writing, Change Management, Marketing Communications, Strategy

Education
University of Southern California
BS, Accounting

Judy Koh-Lydon Judy Koh-Lydon Greater New York City Area Details
Judy Koh-Lydon's Citigroup Smith Barney Experience October 2005 - July 2007
Job Compliance Manager at Schroder Investment Management North America
Industry Investment Management
Experience
Schroder Investment Management North America   April 2013 - Present
ARTIO GLOBAL - Legal & Compliance   February 2013 - April 2013
ARTIO GLOBAL - Legal & Compliance   August 2011 - January 2013
Franklin Templeton Investments - Global Investment Adviser Compliance   July 2007 - August 2011
Citigroup Smith Barney   October 2005 - July 2007

Skills
Bloomberg, Mutual Funds, Equities, Compliance, 1940 Act Regulations, UCITS, Charles River IMS, Emerging Markets, Fixed Income, Wall Street Office, Hedge Funds, Alternative Investments, Project Management, Portfolio Management, Trading, Investment Management, Securities, AML, FINRA, Investments, Wall Street, Investment Company Act, Investment Advisers Act, Fund Of Funds, Derivatives, Corporate Law

Education
State University of New York at Stony Brook   2001 — 2005
BS, Economics & Business Management (Dual Majors)

Jonathan Pool Jonathan Pool Washington, District Of Columbia Details
Jonathan Pool's Citigroup Smith Barney Experience May 2008 - August 2008
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte  July 2011 - Present
National Heart, Lung and Blood Institute  May 2010 - September 2010
Citigroup Smith Barney   May 2008 - August 2008
CORE International  May 2007 - August 2007
National Institute of Allergy and Infectious Diseases (NIAID)   May 2006 - August 2006
National Institute of Allergy and Infectious Diseases (NIAID)   May 2005 - August 2005

Skills
Statistics, Data Analysis, Project Management, Policy Analysis, Financial Modeling, Management Consulting, Program Management, Leadership

Education
The Johns Hopkins University   2007 — 2011
Bachelor of Arts, Public Health (Natural Sciences)

Georgetown Preparatory School

Juan A Martinez Juan A Martinez San Antonio, Texas Area Details
Juan A Martinez's Citigroup Smith Barney Experience June 2000 - December 2001
Job Administrative Principal/Controls Officer for Citi Personal Wealth Management Assistant Vice President
Industry Financial Services
Experience
Citi Personal Wealth Management  January 2013 - Present
FINRA  March 2012 - Present
Morgan Stanley Smith Barney  December 2001 - December 2012
Citigroup Smith Barney   June 2000 - December 2001
Global Stock Plan Services   June 1999 - June 2000
Waterhouse Securities Corp, Inc   June 1991 - March 1997
Smith Barney Harris Upham, Inc   January 1986 - March 1989
U.S. Naval Service – USS Boulder LST   January 1981 - January 1985

Skills
Credit Risk, Credit Analysis, Model Portfolios, Brokerage, Microsoft Office, Corporate Equity Stock..., Securities Regulation, Margin, Employee Stock Options, Index Options

Education
San Antonio College   2000 — 2006
Undergraduate Certificates, Finance and Financial Management Services, 3.533

Elyssa Toda Elyssa Toda San Francisco Bay Area Details
Elyssa Toda's Citigroup Smith Barney Experience April 2006 - November 2006
Job Senior Partner Manager, Twitter Official Partner Program
Industry Internet
Experience
Twitter  July 2014 - Present
Twitter  February 2011 - July 2014
Digg  December 2009 - February 2011
Jumpstart Automotive Group  August 2007 - December 2009
Citigroup Smith Barney   April 2006 - November 2006

Skills
Salesforce.com, Online Advertising, Analytics, Digital Media, Partnerships, Social Media, Digital Marketing, Digital Strategy, Mobile Marketing, Strategic Partnerships, Social Media Marketing, Marketing

Education
Santa Clara University   2003 — 2007
Finance, - also including Investments, E-commerce, and Supply Chain Management

Santa Clara University - Leavey School of Business   2003 — 2007
Bachelors of Science, Finance

Vikki Lansing Vikki Lansing United States Details
Vikki Lansing's Citigroup Smith Barney Experience July 1999 - December 2010
Job Independent Financial Consultant
Industry
Experience
Independent  2010 - Present
Citigroup Smith Barney   July 1999 - December 2010

Skills
Strategic Planning, Customer Service, Team Building, Event Planning, Marketing, Microsoft Office, Leadership, Wealth Management, Management, Public Speaking, Budgets, Investments, Event Management, Sales, Nonprofits

Education
Saint Mary's College

Denise M. Meyer Denise M. Meyer Greater New York City Area Details
Denise M. Meyer's Citigroup Smith Barney Experience March 1993 - August 1996
Job Sr. Recruiter, Weath Management Group, NE Region at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  December 2013 - Present
Royal Bank of Scotland  June 2011 - November 2013
Ernst & Young  January 2011 - June 2011
KeyCorp  May 2008 - November 2009
KeyCorp  May 2006 - April 2008
KeyCorp  January 2005 - April 2006
Cromwell Partners (now Caldwell Partners)   2002 - 2004
Heidrick & Struggles  July 2000 - June 2002
CIGNA  January 1999 - June 2000
Citigroup - Smith Barney  March 1993 - August 1996

Skills
Investments, Strategy, Executive Coaching, Human Resources, Financial Services, Succession Planning, Personnel Management, Asset Management, Management, Change Management, CRM, Leadership, Interviews, Equities, Finance, HR Consulting, Capital Markets, Organizational Design, Performance Management, Deferred Compensation

Education
Teachers College of Columbia University
MA, Industrial & Organizational Psychology

The Ohio State University
BS, Business Administration

Daniel Banaszak, CFA Daniel Banaszak, CFA Greater Nashville Area Details
Daniel Banaszak, CFA's Citigroup Smith Barney Experience May 2006 - August 2006
Job Portfolio Manager at Compass EMP Funds
Industry Investment Management
Experience
Compass EMP Funds   October 2012 - Present
Compass EMP Funds   August 2011 - September 2012
Chicago Board of Trade  May 2010 - August 2011
Lerner Trading Group  October 2007 - May 2010
Citigroup - Smith Barney  May 2006 - August 2006

Skills
Equities, Derivatives, Equity Derivatives, Trading, Commodities, Options, Asset Allocation, Hedge Funds, Alternative Investments, Bloomberg, Investment Strategies, Mutual Funds, Commodity, Fixed Income, Series 7, Securities, Electronic Trading, Equity Research, Portfolio Management, Investments, Trading Systems, Trading Strategies, FINRA, ETFs, Series 63, Wealth Management, Investment Advisory, Asset Management

Education
Xavier University   2004 — 2006
B.S.B.A, Finance

The Ohio State University   2002 — 2004
B.S., Microbiology

Brett Strassman Brett Strassman New York, New York Details
Brett Strassman's Citigroup Smith Barney Experience April 2007 - June 2009
Job Director of Finance and Operations at TodayTix
Industry Financial Services
Experience
TodayTix  August 2015 - Present
adMarketplace  July 2011 - Present
Wells Fargo/Wachovia  March 2009 - August 2011
Citigroup Smith Barney   April 2007 - June 2009
University of Rhode Island Hillel   September 2005 - May 2009
NBC Universal  June 2006 - September 2007

Skills
Financial Analysis, SQL, Corporate Finance, Advertising, Marketing, Analytics, Mobile Devices, Microsoft Excel, Data Analysis, Financial Modeling, Finance, Competitive Analysis, PowerPoint, Team Leadership, Business Analysis, Project Management, Market Research, Strategy, Business Development, Salesforce.com

Education
University of Rhode Island   2005 — 2009
Bachelor of Science (BS), Economics/Finance

Mei Li O'Malley- Leszkowicz Mei Li O'Malley- Leszkowicz Greater New York City Area Details
Mei Li O'Malley- Leszkowicz's Citigroup Smith Barney Experience January 1999 - February 2002
Job Domestic Goddess at USA Self Employed
Industry Financial Services
Experience
Robbie and Kailin Inc   July 2007 - Present
Smith Barney  February 2002 - July 2007
Citigroup/ smith barney  January 1999 - February 2002
Smith barney  January 1996 - January 1999
Muriel Siebert & Co., Inc. Member NYSE, FINRA & SIPC   April 1994 - January 1996
Shearson Lehman brothers  October 1989 - April 1994

Skills
FINRA, Uniform Combined State..., Series 63, KYC, Financial Regulation, Series 65, Series 7, Trading, Capital Markets, Series 24, Financial Advisory, Securities Regulation, Securities, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Financial Services, USA PATRIOT Act, AML, Investments, Asset Management, Equities, Investment Advisory

Education
The College of New Rochelle   1985 — 1989
BA

zama

Anne Crouch Anne Crouch Olean, New York Details
Anne Crouch's Citigroup Smith Barney Experience April 1999 - January 2009
Job
Industry
Experience
Dresser-Rand Company  August 2011 - Present
Citigroup Smith Barney   April 1999 - January 2009
Maurices  February 1992 - March 1998

Skills
Administrative..., Customer Service, Microsoft Office, Outlook, Microsoft Excel, Event Planning, Fundraising, Project Management, Project Planning, Research, PowerPoint, Sales, Process Improvement, Team Building, Management, Leadership, Manufacturing, Product Development, Energy, Budgets, Engineering, Training, Strategic Planning, Photography

Education
State University of New York Empire State College   2009 — 2011
Associate's degree, Business Administration and Management, General

Olean High School   1982 — 1986

Mareeh Huey Mareeh Huey San Francisco Bay Area Details
Mareeh Huey's Citigroup Smith Barney Experience June 2006 - January 2007
Job Business Development Manager
Industry Online Media
Experience
Google  March 2014 - Present
Yahoo! - RightMedia   July 2011 - March 2014
Wells Fargo Bank  January 2010 - August 2011
Wells Fargo Securities  July 2008 - September 2009
Wells Fargo  August 2007 - July 2008
Citigroup-Smith Barney  June 2006 - January 2007

Skills
Business Development, Strategy, Competitive Analysis, Online Advertising, Analytics, Project Management, Ad Exchanges, RTB, Finance, Strategic Partnerships, Business Strategy, Positive Can-do Attitude, Account Management, Sales, Salesforce.com, Go-to-market Strategy, Corporate Finance, SEM, Google Adwords, Google Analytics

Education
University of California, Berkeley
Double Major in Economics and Legal Studies

Tammi Lauder Tammi Lauder Greater New York City Area Details
Tammi Lauder's Citigroup Smith Barney Experience March 1993 - August 2010
Job at JPMorgan Securities
Industry Financial Services
Experience
J.P. Morgan   August 2010 - Present
Smith Barney  August 2005 - August 2010
Smith Barney  March 2003 - August 2010
Citigroup Smith Barney   March 1993 - August 2010
Kidder Peabody & Co., Inc.   October 1982 - March 1993

Skills
Mutual Funds, Wealth Management, Strategic Financial..., Retirement, Financial Analysis, Investment Management, Alternative Investments, Wealth, Series 7, Equities, Series 63, Fixed Income, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Asset Management, Investments, Financial Services, ETFs, Hedge Funds, Estate Planning, Financial Planning, Bonds, 401k

Education
Skidmore College   1978 — 1982
BA, psychology, spanish

Scarsdale High School   1977 — 1979

Dave Colin Dave Colin Greater New York City Area Details
Dave Colin's Citigroup Smith Barney Experience June 2005 - August 2005
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS  November 2010 - Present
Morgan Stanley Smith Barney  September 2009 - October 2010
UBS  July 2008 - April 2009
Community Volunteer Fire Company   June 2006 - May 2008
Lifestar Response of New Jersey   June 2005 - May 2008
Englishtown-Manalapan First Aid Squad   August 2003 - February 2007
Citigroup Smith Barney   June 2005 - August 2005

Education
Rutgers, The State University of New Jersey-New Brunswick   2004 — 2008
B.A., Economics & Political Science

Oscar Contreras Oscar Contreras Greater New York City Area Details
Oscar Contreras's Citigroup Smith Barney Experience June 2004 - December 2005
Job Sr. Relationship Manager at Solium
Industry Financial Services
Experience
Solium  March 2015 - Present
Morgan Stanley Wealth Management  August 2012 - March 2015
Morgan Stanley Smith Barney  November 2006 - August 2012
The Reserve  December 2005 - November 2006
Citigroup Smith Barney   June 2004 - December 2005
Citigroup Smith Barney   November 2000 - June 2004
AST Stock Plan   April 2000 - November 2000

Skills
SDLC, Business Requirements, User Acceptance Testing, Financial Services, Business Analysis, Data Analysis, Requirements Gathering, Process Improvement, Vendor Management, Banking, PMO, Project Management, Risk Management, Business Process..., Relationship Management, Portfolio Management, Equities, Securities, Management

Education
State University of New York at Buffalo   1995 — 1999

VP Gedipudi VP Gedipudi San Francisco Bay Area Details
VP Gedipudi's Citigroup Smith Barney Experience August 2007 - April 2011
Job Equity Professional
Industry Accounting
Experience
ISP Advisors LLC   December 2014 - Present
Financial Intelligence   April 2011 - November 2014
Morgan Stanley Smith Barney  June 2009 - April 2011
Citigroup Smith Barney   August 2007 - April 2011
Citi Smith Barney  August 2007 - April 2011
Citigroup Smith Barney   2007 - 2009
SOS  February 2006 - August 2007
Stock & Option Solutions  2006 - 2007
Cisco Inc  January 2004 - February 2006
Cisco Systems  1999 - 2006

Education
The University of Texas at Dallas   1992 — 1993
MS, COMPUTER SCIENCE

Sri Venkateswara University   1986 — 1990
B.TECH, COMPUTER SCIENCE

Sri Venkateswara Junior College, Tirupati

Jasdeep Dhillon Jasdeep Dhillon San Francisco Bay Area Details
Jasdeep Dhillon's Citigroup Smith Barney Experience December 2004 - May 2006
Job Analyst at CIBC World Markets
Industry Investment Banking
Experience
Oppenheimer / CIBC WM   July 2006 - Present
Citigroup Smith Barney   December 2004 - May 2006

Education
University of California, Berkeley   2002 — 2006
BS, BA, Business, Economics

University of California, Berkeley, Haas School of Business   2002 — 2006

David Stiller David Stiller Cincinnati Area Details
David Stiller's Citigroup Smith Barney Experience September 2004 - April 2005
Job Vice President at Huntington National Bank
Industry Banking
Experience
Huntington National Bank  April 2012 - Present
Huntington National Bank  October 2010 - June 2012
Huntington National Bank  July 2010 - October 2010
Huntington National Bank  December 2009 - October 2010
Frost National Bank  April 2007 - June 2009
Frost National Bank  July 2005 - April 2007
Citigroup Smith Barney   September 2004 - April 2005

Skills
Capital Markets, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Financial Analysis, Investments, Marketing, Real Estate, Commercial Real Estate, Finance, Loans, Mergers & Acquisitions, Portfolio Management, Underwriting, Banking, Small Business Lending, Cash Management, Treasury Management, Consumer Lending, Credit Risk, Financial Modeling, Financial Services, Loan Origination, Lines Of Credit, Mortgage Lending, Relationship Management, Retail Banking

Education
Tulane University   2001 — 2005
BSM, Finance and Management

Morristown High School

Sayshu Medicherla Sayshu Medicherla New York, New York Details
Sayshu Medicherla's Citigroup Smith Barney Experience October 2006 - December 2006
Job Analyst at Diker Management
Industry Financial Services
Experience
Diker Management   November 2013 - Present
The Carlyle Group  July 2011 - July 2013
Morgan Stanley  July 2009 - July 2011
Trident Micro Finance   February 2009 - May 2009
Morgan Stanley  June 2008 - August 2008
KNN Public Finance  February 2008 - May 2008
University of California, Berkeley  September 2006 - May 2008
Financial Technology Partners  2007 - 2007
Citigroup Smith Barney   October 2006 - December 2006
Sperry Van Ness / Pinnacle Realty   2006 - 2006

Skills
Bloomberg, Financial Modeling, Investment Banking, Private Equity, LBO, Corporate Finance

Education
University of California, Berkeley   2005 — 2009
Bachelor of Science (BS), Business Administration

Chris Clowers Chris Clowers Huntsville, Alabama Area Details
Chris Clowers's Citigroup Smith Barney Experience October 2003 - Present
Job 2nd Vice President Wealth Management at Citigroup Smith Barney
Industry Financial Services
Experience
Citigroup Smith Barney   October 2003 - Present

Education
University of Alabama at Birmingham   2000 — 2003
M.B.A.

University of Alabama   1993 — 1998
B.S., Finance

Lauren Male Crandall Lauren Male Crandall Greater Chicago Area Details
Lauren Male Crandall's Citigroup Smith Barney Experience 2002 - 2007
Job Senior Business Development Director WGSN
Industry Apparel & Fashion
Experience
WGSN  April 2007 - Present
Citigroup Smith Barney   2002 - 2007

Education
University of Michigan   1997 — 2001

Kurt Bremer Kurt Bremer Greater New York City Area Details
Kurt Bremer's Citigroup Smith Barney Experience Director of Product and Application DevelopmentCitigroup SmithBarney2001 - Present
Job Director Product and Application Development at Citigroup Smith Barney
Industry Financial Services
Experience
Citigroup Smith Barney   Director of Product and Application DevelopmentCitigroup SmithBarney2001 - Present
Morgan Stanley Smith Barney  2001 - 2009
Citigroup / Citi Smith Barney   2001 - 2008

Education
University of Dayton   1975 — 1979

Jamie Blume Jamie Blume Baltimore, Maryland Area Details
Jamie Blume's Citigroup Smith Barney Experience June 2007 - August 2007
Job Research Analyst at Marcus & Millichap
Industry Financial Services
Experience
Marcus & Millichap  May 2008 - August 2008
Citigroup Smith Barney   June 2007 - August 2007
Financial Services Forum  October 2006 - April 2007
Maryland State Retirement Agency   June 2006 - August 2006

Education
The George Washington University   2005 — 2009

IES Barcelona   2008 — 2008
Study Abroad

Chris DeGrace CFA Chris DeGrace CFA Winter Park, Florida Details
Chris DeGrace CFA's Citigroup Smith Barney Experience April 2005 - May 2006
Job Senior Vice President The DeGrace Group SunTrust Investment Services Inc.
Industry Financial Services
Experience
SunTrust Investment Services Inc  May 2006 - Present
Citigroup Smith Barney   April 2005 - May 2006
Bear Stearns  March 2002 - April 2005
Robert W. Baird & Co.   August 2001 - March 2002

Education
University of Alabama   1995 — 2001

Jeffrey Merten Jeffrey Merten Greater Philadelphia Area Details
Jeffrey Merten's Citigroup Smith Barney Experience May 2007 - September 2010
Job Manager Support at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney  2007 - Present
Citigroup Smith Barney   May 2007 - September 2010
Lockwood  2001 - 2006

Skills
Series 7, Alternative Investments, Mutual Funds, Securities

Education
University of Delaware   1988 — 1992
Bachelor of Science (B.S.), Finance and Marketing

Chuck Mayle-Rosauri Chuck Mayle-Rosauri Greater New York City Area Details
Chuck Mayle-Rosauri's Citigroup Smith Barney Experience 1996 - Present
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley  April 1996 - Present
Citigroup Smith Barney   1996 - Present
Smith Barney  January 1997 - June 2009
Citi Global Wealth Management  April 1996 - June 2009
Morgan Stanley Smith Barney  April 1996 - June 2009
Citi Smith Barney  1996 - June 2009
bankers trust  1993 - 1996

Education
University of Richmond

Jon Cantrell, CFA Jon Cantrell, CFA Greater Memphis Area Details
Jon Cantrell, CFA's Citigroup Smith Barney Experience 2007 - 2009
Job Partner / Senior Vice President
Industry Capital Markets
Experience
Citigroup Smith Barney   2007 - 2009
Secure Trading Group   2006 - 2007
Duncan Williams Inc  2001 - 2005

Skills
MBS, Fixed Income, Capital Markets, Alternative Investments, Asset Management, Equities, Proprietary Trading, Hedge Funds, Securities, Bonds, Derivatives, Series 7, Investment Banking, Portfolio Management

Education
University of Mississippi   1994 — 1999

Memphis University School   1989 — 1994

Clarissa Smith Clarissa Smith Greater Boston Area Details
Clarissa Smith's Citigroup Smith Barney Experience 1997 - 2002
Job Vice President, Director of Sales & Marketing, Public Funds at BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management  May 2013 - Present
National Council on Teacher Retirement   March 2014 - Present
BNY Mellon Investment Management  August 2012 - May 2013
BNY Mellon Asset Management  January 2008 - August 2012
Citigroup - Citigroup Private Bank   2002 - 2008
Citigroup - Smith Barney  1997 - 2002
Fleet Bank  1992 - 1997

Skills
Series 7, Asset Allocation, Alternative Investments, Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Capital Markets, FINRA, Retirement Planning, Investment Advisory, Strategic Financial..., Banking, Bloomberg, Series 63, Series 65, Series 3, Investment Strategies

Education
Suffolk University - Sawyer Business School   2004 — 2006
Masters, Business Administration (MBA)

University of Southern Maine   1988 — 1992
BA, Communication & Business

Jonathan Lau Jonathan Lau San Francisco Bay Area Details
Jonathan Lau's Citigroup Smith Barney Experience December 2006 - December 2007
Job Institutional Sales at FactSet
Industry Financial Services
Experience
FactSet  September 2014 - Present
FactSet Research Systems  July 2012 - September 2014
FactSet Research Systems, Inc  February 2010 - July 2012
Northwestern Mutual Financial Network  August 2008 - December 2008
Citigroup Smith Barney   December 2006 - December 2007
Pre-Paid Legal Services  November 2005 - June 2006

Skills
Financial Analysis, Financial Modeling, Portfolio Management, Investments, Valuation, Private Equity, Asset Allocation, Capital Markets, Hedge Funds, Financial Services, Asset Management, Equity Research, Alternative Investments, Investment Banking, Fixed Income, Equities, Bloomberg, Finance, FactSet

Education
University of California, Berkeley   2005 — 2009
Economics

Universitat Autònoma de Barcelona   2009 — 2009
International Business

Christine Kessler Christine Kessler Columbus, Ohio Area Details
Christine Kessler's Citigroup Smith Barney Experience May 2006 - December 2007
Job Client Services at Sudden Impact Marketing
Industry Marketing and Advertising
Experience
Sudden Impact Marketing, Inc.   November 2010 - Present
Lender Processing Services, Inc. (LPS)   August 2009 - November 2010
Camp Bow Wow  May 2009 - August 2009
Empower MediaMarketing  June 2008 - August 2008
Citigroup Smith Barney   May 2006 - December 2007

Skills
Integrated Marketing, Marketing Strategy, Direct Marketing, Management, Marketing, CRM, Strategy, Leadership, Email Marketing, Integrated Marketing..., Event Management, Creative Direction, Copy Editing, B2B

Education
University of Dayton   2005 — 2009
Bachelor of Science, Marketing and International Business

Denise Sarkis Irish Denise Sarkis Irish Greater Philadelphia Area Details
Denise Sarkis Irish's Citigroup Smith Barney Experience June 2007 - August 2008
Job Life Coach Specialist
Industry Education Management
Experience
The Richard Stockton College of New Jersey  September 2007 - Present
R.A.P., LLC/ASAPP Healthcare, Inc.   January 2009 - December 2011
Citigroup, Smith Barney  June 2007 - August 2008
Morgan Stanely  February 2005 - June 2007
Caesar's Atlantic City Casino   October 2003 - January 2005
Harrah's Entertainment  November 1993 - June 2000

Skills
Teaching, Lecturing, Public Speaking, Microsoft Office, Event Planning, PowerPoint, Customer Service, Coaching, Microsoft Excel, Organizational..., Team Building, Microsoft Word, Budgets, Higher Education, Program Development, Research, Staff Development, Grant Writing, Career Counseling, Critical Thinking, Event Management

Education
University of Pennsylvania   2002 — 2005
MS, Organizational Leadership and Organizational Development

Stockton University   1996 — 2001
BA, Business Administration

Patricia Hoffmann Patricia Hoffmann Greater New York City Area Details
Patricia Hoffmann's Citigroup Smith Barney Experience 1997 - 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
Citigroup Smith Barney   1997 - 2005
ChaseMellon Shareholder Services  1984 - 1997
Citibank, N.A.   1974 - 1984

Skills
Securities

Education
State University of New York College at Oswego   1970 — 1974
Bachelor of Arts (BA), American Studies

Casey Scherck Casey Scherck Greater New York City Area Details
Casey Scherck's Citigroup Smith Barney Experience May 2007 - September 2007
Job Co Founder at Scotch & Stilettos
Industry Cosmetics
Experience
Scotch & Stilettos   October 2014 - Present
The Estée Lauder Companies Inc.   January 2014 - Present
Thomson Reuters  January 2011 - January 2014
Accenture  September 2009 - February 2011
Accenture  May 2008 - September 2008
Citigroup Smith Barney   May 2007 - September 2007

Skills
Customer Relations, Management Consulting, Business Analysis, SharePoint, Visio, Excel, Salesforce.com, Sales Operations, Sales Process, Strategic Planning, Microsoft Excel, Process Improvement, Management, Project Management, Enterprise Software, CRM, Business Strategy, Leadership, Training, Product Management, Business Process, Sales, Consulting, Analytics, SaaS, Change Management, Business Process..., Business Development, Business Intelligence, Account Management, Solution Selling, Customer Service, Outsourcing, Vendor Management

Education
Stevens Institute of Technology
Bachelor of Science (B.S.), Business & Technology

Brian Watts Brian Watts Greater New York City Area Details
Brian Watts's Citigroup Smith Barney Experience January 2006 - June 2012
Job Director of Research and Strategy at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation  May 2012 - Present
Citigroup Smith Barney   January 2006 - June 2012
Merrill Lynch  1994 - 2006

Skills
Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Trading, Options, Equities, Pensions, Capital Markets, Hedge Funds, Series 63, Institutional..., Fixed Income, Investment Strategies, Investment Advisory, Investment Management, Equity Research, Mutual Funds, Securities, Asset Management

Education
Rutgers University-New Brunswick
MBA, Finance

Brad Henson Brad Henson San Francisco, California Details
Brad Henson's Citigroup Smith Barney Experience April 2008 - June 2008
Job Corporate Strategy at Visa
Industry Banking
Experience
Visa  October 2014 - Present
Deutsche Bank  February 2014 - October 2014
Deutsche Bank  July 2011 - February 2014
Deutsche Bank  June 2010 - August 2010
Marcus & Millichap  July 2009 - August 2009
Mizuho International  June 2008 - July 2008
Citigroup Smith Barney   April 2008 - June 2008

Skills
Derivatives, Bloomberg, Financial Modeling, VBA, Fixed Income, Series 7, Microsoft Excel, Options, Series 63, Swaps, Financial Markets, Credit Derivatives

Education
University of Michigan - Stephen M. Ross School of Business   2008 — 2010
Bachelor of Business Administration, Finance

University of Michigan   2006 — 2010
Bachelor of Science, Mathematics of Finance and Risk Management

Troy High

Michelle Yang, CFA Michelle Yang, CFA Baltimore, Maryland Area Details
Michelle Yang, CFA's Citigroup Smith Barney Experience June 2006 - August 2006
Job Equity Research Associate at LaSalle Investment Management
Industry Real Estate
Experience
LaSalle Investment Management  February 2009 - Present
LaSalle Investment Management  July 2007 - January 2009
Stifel Nicolaus  July 2006 - December 2006
Johns Hopkins University  June 2006 - October 2006
Citigroup Smith Barney   June 2006 - August 2006

Skills
Equity Research, Chartered Financial..., Financial Modeling, Equity Valuation, Mandarin, DCF, Valuation, Financial Analysis

Education
The Johns Hopkins University   2002 — 2007
Bachelor of Science

Lauren Giddins, MBA Lauren Giddins, MBA Miami/Fort Lauderdale Area Details
Lauren Giddins, MBA's Citigroup Smith Barney Experience September 2007 - November 2008
Job Licensed Health Insurance Agent at Homeland Healthcare
Industry Insurance
Experience
Homeland HealthCare, Inc.   August 2012 - Present
Nations Insurance Solutions   April 2011 - May 2012
Morgan Stanley Smith Barney  April 2010 - August 2010
Insurance Care Direct  September 2009 - February 2010
Citigroup Smith Barney   September 2007 - November 2008
Bank of New York Mellon  May 2003 - June 2007

Skills
Retirement Planning, Estate Planning, Commercial Banking, Cash Management, Insurance, Borrowing, Strategic Financial..., Securities, Loans, Financial Planners, Wealth Management, Series 7, Asset Allocation, Alternative Investments, Credit, Portfolio Management, Investments, Asset Management, Fixed Income, Equities, Finance, Financial Analysis, Credit Analysis, Financial Modeling, Financial Markets, Capital Markets, Bloomberg, Commercial Lending, Investment Banking, Banking, Corporate Finance, Series 63, Mutual Funds, Small Business Lending, Investment Advisory, Financial Advisory, Investment Strategies, Retirement, Fixed Annuities, Financial Services, Small Business, Investment Management, Wealth Management..., Wealth, Bonds, Health Insurance, IRAs, Financial Risk, Series 65, Financial Planning

Education
University of Miami - School of Business   2007 — 2009
MBA, International Business

University of Florida - Warrington College of Business Administration   2001 — 2004
Bachelor's of Science in Business Administration, Finance

Cory Davis Cory Davis Columbus, Ohio Area Details
Cory Davis's Citigroup Smith Barney Experience May 2002 - January 2006
Job Director, Manufacturing Solutions | Analytics | Digital | Technology Development
Industry Information Technology and Services
Experience
Information Control Company  July 2014 - Present
Information Control Corporation  July 2011 - July 2014
Information Control Corporation  January 2011 - June 2011
IBM  January 2006 - December 2010
Citigroup, Smith Barney  May 2002 - January 2006
Morgan Stanley  2001 - 2002

Skills
Business Analysis, Portfolio Management, Risk Management, Financial Services, Project Management, SDLC, Business Intelligence, Banking, Insurance, Process Improvement, Business Process..., Management Consulting, Change Management, Requirements Gathering, Financial Analysis

Education
The Ohio State University   1996 — 2000
HE, Financial Management

Greg Bogart Greg Bogart Greater Philadelphia Area Details
Greg Bogart's Citigroup Smith Barney Experience 2005 - 2006
Job Internal Sales Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors  March 2014 - Present
Lincoln Financial Distributors  2006 - Present
Citigroup Smith Barney   2005 - 2006
Cendant Mortgage  January 1999 - January 2004

Skills
Teamwork, Cold Calling, Customer Relations, Customer Service, Mentoring, New Business Development, Mortgage, Financial Planning, Business Planning, Mutual Funds, Salesforce.com, Series 63, Mortgage Lending, Risk Management, Strategic Financial..., Leadership, Finance, Sales

Education
Saint Joseph's University   1994 — 1998
B.A., Business Management

St. Christopher's

Mary Uslander Mary Uslander Greater New York City Area Details
Mary Uslander's Citigroup Smith Barney Experience July 2000 - June 2009
Job Board Member at Women Networking in Electronic Transactions (W.net)
Industry Financial Services
Experience
First Data Corporation  August 2014 - Present
Merrill Lynch  August 2010 - Present
Morgan Stanley Smith Barney  June 2009 - July 2010
Citigroup Smith Barney   July 2000 - June 2009
Paine Webber  December 1995 - July 2000
Kidder Peabody  May 1985 - December 1995

Skills
Financial Services, Management, Strategy, Banking, CRM, Wealth Management, Portfolio Management, Series 63, New Business Development, Leadership, Series 7, Product Development, Marketing, Credit, Program Management, SDLC, Vendor Management, Equities, Integration, Retail Banking, Project Management, Securities, Investments, Mergers & Acquisitions, Business Analysis, Team Building

Education
New York Restaurant School
Culinary Arts/Chef Training

Tufts University
Psychology/Community Health, Psychology

Brian Carvajal Brian Carvajal Greater New York City Area Details
Brian Carvajal's Citigroup Smith Barney Experience September 2005 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
Alexandra Investment Management  2008 - 2010
Citigroup/ Smith Barney  September 2005 - March 2008

Education
University at Buffalo   2000 — 2005
BA, Sociology

John P. Rufo John P. Rufo Greater Philadelphia Area Details
John P. Rufo's Citigroup Smith Barney Experience August 1987 - June 2009
Job Director, Complex Supervisory Officer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  September 2015 - Present
Merrill Lynch  September 2011 - September 2015
Morgan Stanley Smith Barney  June 2009 - September 2011
Citigroup Smith Barney   August 1987 - June 2009

Skills
Series 3, Series 7, Series 8, Series 63, Series 65

Education
Temple University
Bachelor of Business Administration, Business Law

Cecilia Montoya Mikelis Cecilia Montoya Mikelis San Francisco Bay Area Details
Cecilia Montoya Mikelis's Citigroup Smith Barney Experience June 1989 - June 2009
Job
Industry Financial Services
Experience
Morgan Stanley  June 1989 - Present
Citigroup Smith Barney   June 1989 - June 2009

Skills
Series 63, Series 7, Series 8 (9/10), Series 3, FINRA, Mutual Funds, Wealth Management, Asset Allocation, Securities, Series 65, AML, Alternative Investments, Hedge Funds, Retirement Planning, Fixed Income, Investments, Asset Management, Series 24, Financial Services, Investment Advisory, Portfolio Management, Equities, Wealth Management..., ETFs, Uniform Combined State..., Separately Managed...

Education
University of Southern California

Daniel C. Cote Daniel C. Cote Greater Boston Area Details
Daniel C. Cote's Citigroup Smith Barney Experience May 2004 - July 2005
Job Vice President at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities  April 2009 - Present
Bear Stearns  February 2009 - April 2009
Bear Stearns  July 2005 - February 2009
Citigroup Smith Barney   May 2004 - July 2005

Education
University of Massachusetts Dartmouth   2000 — 2004

David Haddad, MBA David Haddad, MBA Washington D.C. Metro Area Details
David Haddad, MBA's Citigroup Smith Barney Experience 2001 - 2003
Job
Industry Financial Services
Experience
Charles Schwab  February 2013 - November 2014
Merrill Lynch  2011 - 2012
Merrill Lynch  2003 - 2005
Citigroup Smith Barney   2001 - 2003

Education
University of Pittsburgh School of Law
Juris Doctor (J.D.)

American University
MBA

Franklin & Marshall College
BA

Rich Fung Rich Fung Greater New York City Area Details
Rich Fung's Citigroup Smith Barney Experience June 2005 - January 2008
Job Project Manager for Alternative Investments Group at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  June 2010 - Present
Morgan Stanley  January 2008 - June 2010
Citigroup - Smith Barney  June 2005 - January 2008

Skills
Risk Management, Business Analysis, Project Delivery, Project Management, Software Project..., Stakeholder Management, Requirements Gathering, Financial Services, Data Analysis

Education
SUNY Stony Brook
Bachelor of Science (BS), Business, Management, Economics

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