Citigroup/Smith Barney

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Citigroup/Smith Barney Employees

Employee
Years
Job
Industry
Carolyn Jenner Carolyn Jenner Oklahoma City, Oklahoma Area Details
Carolyn Jenner's Citigroup/Smith Barney Experience 1998 - 2003
Job at
Industry Publishing
Experience
Swanson's Fireplace & Patio   December 2014 - Present
The Edmond Sun  July 2012 - Present
Jenner Designs   2003 - 2011
Citigroup/Smith Barney   1998 - 2003
KRIG Radio   1996 - 1998
Truity Credit Union (formerly 66 Federal Credit Union)   1992 - 1996

Skills
Advertising Sales, B2B, Digital Media, Cold Calling, Leadership, Lead Generation, Direct Marketing, Business Development, Social Networking, Publishing, Public Speaking, Selling, Management, Sales Presentations, Strategic Partnerships, Customer Retention, Journalism, Sales Process, Marketing Communications, Training, Direct Sales, Media Planning, Facebook, Contract Negotiation, Media Buying, Marketing Management, New Media, Sales Operations, Market Research, Digital Marketing, Market Planning, Microsoft Office, Key Account Management, Solution Selling, Recruiting, Closing Business, Sales

Education
Truman State University
Communication and Media Studies

Edmond Memorial High School

Neal D. Sachs, MBA, AIF® Neal D. Sachs, MBA, AIF® San Diego, California Details
Neal D. Sachs, MBA, AIF®'s Citigroup/Smith Barney Experience 2002 - 2009
Job Financial Advisor, Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2009 - Present
HRD Network   2009 - 2015
HRD Network   2009 - 2015
Citigroup/Smith Barney   2002 - 2009
Bear Stearns  1995 - 2002

Skills
401k, Asset Allocation, Best Practices, Bonds, Credit Union Fixed..., Credit Union Retirement..., Defined Benefit Pension..., Financial Advisory, Financial Reporting, Fixed Income Strategies, Investment Policy..., Independent Financial..., Investments, Investment Education, Investment Planning, Investment Strategies, Mutual Funds, Retirement, Retirement Planning, Retirement Plan..., Retirement Savings, Risk Management, Self-Insured Group Plans, Qualified Retirement..., Financial Analysis

Education
University of San Diego   1980 — 1982
Master of Business Administration (MBA), Finance

University of Oregon   1976 — 1978
Bachelor of Science (B.S.), Economics

Willamette University   1974 — 1976

Ed Tills Ed Tills Rochester, New York Details
Ed Tills's Citigroup/Smith Barney Experience January 1990 - April 2013
Job First Vice President, Investments at Raymond James Associates
Industry Financial Services
Experience
Raymond James Associates   April 2013 - Present
Citigroup/Smith Barney   January 1990 - April 2013
Dean Witter  April 1984 - January 1990
Merrill Lynch  June 1981 - April 1984

Skills
Investments, Series 7, Investment Advisory, Wealth Management, Series 63, Financial Advisory, Retirement Planning, Retirement, 401k, Portfolio Management, Mutual Funds, Securities, Strategic Financial..., Asset Allocation, Asset Management

Education
Fairleigh Dickinson University   1978 — 1981
Bachelor's degree, Business Management

Carol Y. Wong Carol Y. Wong New York, New York Details
Carol Y. Wong's Citigroup/Smith Barney Experience April 2006 - June 2010
Job Senior Application Developer
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management  July 2010 - June 2015
Citigroup/Smith Barney   April 2006 - June 2010
Goldman Sachs  March 2001 - April 2004
Deutsche Bank  April 1998 - February 2001

Skills
Leadership, Microsoft Office, Microsoft Excel, Customer Service, Business Analysis, Management, Windows, Outlook, Microsoft Word, Research, SDLC, SQL, PowerPoint, XML, Requirements Analysis, Databases, Project Management, Web Development, English, Mainframe: DB2, SQL,..., UNIX: DB2/CICS(6000),..., MS Visual Studio, Software Documentation, HTML, Testing

Education
New York University
Bachelor of Arts, Major: Biology Minor: Chinese and Anthropology

New York University
Bachelor of Arts (B.A.), Biology, Computer Science

Beth Chenoweth Beth Chenoweth Greater San Diego Area Details
Beth Chenoweth's Citigroup/Smith Barney Experience July 2005 - July 2007
Job Instructional Designer at Serco Inc.
Industry Government Administration
Experience
Serco  August 2012 - Present
Oklahoma City Community College  August 2011 - August 2012
Harkcon, Inc./L-3 Communications   August 2009 - August 2011
Booher Consultants   February 2007 - February 2010
Citigroup/Smith Barney   July 2005 - July 2007
Villanova Preparatory School  1991 - 1995

Skills
Curriculum Design, Instructional Design, E-Learning, Adult Education, Curriculum Development, Technical Writing, Leadership Development, Public Speaking, Higher Education, Teaching, Organizational..., Training, Learning Management, SnagIt, Blended Learning, Program Management, ADDIE, Instructor-led Training, PowerPoint, Captivate

Education
San Diego State University-California State University
Educational/Instructional Technology

La Jolla High School

University of North Texas, Denton
Master of Arts, English

University of Colorado at Boulder
B.A., English

University of San Diego School of Law
Certification, Paralegal

Sarah Darr, CFP® Sarah Darr, CFP® Greater Minneapolis-St. Paul Area Details
Sarah Darr, CFP®'s Citigroup/Smith Barney Experience 2007 - 2009
Job Wealth Planning Productivity Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  2012 - Present
Wells Fargo  2009 - 2012
Citigroup/Smith Barney   2007 - 2009
Wells Fargo  2002 - 2007

Skills
Retirement Planning, Wealth Management

Education
Bethel University   2000 — 2000
Business Administration

Kristin Manning O'Toole Kristin Manning O'Toole Greater New York City Area Details
Kristin Manning O'Toole's Citigroup/Smith Barney Experience November 1999 - September 2001
Job VP, Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  October 2013 - Present
Allianz Global Investors  June 2012 - October 2013
Allianz Global Investors  September 2011 - June 2012
ING Investment Management  January 2010 - September 2011
Natixis Global Associates  November 2004 - December 2009
State Street Corporation  April 2002 - November 2004
PrimeLook, Inc.   September 2001 - March 2002
Citigroup/Smith Barney   November 1999 - September 2001
William M. Mercer  July 1997 - September 1999

Education
Savannah College of Art and Design   1990 — 1994
BFA

Dave Otander Dave Otander Boise, Idaho Area Details
Dave Otander's Citigroup/Smith Barney Experience 2000 - 2005
Job Chief Compliance Office, Director of Operations and Trading at The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group  August 2005 - Present
CitiGroup/Smith Barney   2000 - 2005
IFG Network Securities   1993 - 1999
RMJ Securities  1986 - 1989
Security Pacific Market Information   1984 - 1986

Education
New York Institute of Finance

State University of New York College at Fredonia
B.S. Business Administration

Previously held Series 7,9,10,24 Licenses

Avelino Cortina III Avelino Cortina III Greater San Diego Area Details
Avelino Cortina III's Citigroup/Smith Barney Experience July 2002 - August 2008
Job CEO/President at AC3 Capital
Industry Investment Management
Experience
AC3 Capital   June 2011 - Present
Wells Fargo/Wachovia Securities   September 2008 - June 2011
Citigroup/Smith Barney   July 2002 - August 2008
Merrill Lynch  April 1994 - June 2002
Merrill Lynch  September 1987 - July 1991
Eldorado Bank  September 1982 - August 1987

Skills
Asset Managment, Strategic Financial..., Portfolio Management, Investments, Business Planning, Alternative Investments, Accounting, Business Development, Budgets, Business Strategy, Due Diligence, Capital Markets, Estate Planning, Entrepreneurship, Executive Management, Financial Advisory, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Forecasting, High Net Worth..., Insurance, Investment Advisory, Investment Strategies, Loan Origination, Management, Mergers, Mutual Funds, Negotiation, New Business Development, Private Equity, Real Estate, Real Estate Economics, Risk Management, Sales, Series 63, Series 7, Small Business, Analysis, Asset Allocation, Asset Management, Banking, Management Consulting, Start-ups, Strategic Planning, Strategy, Valuation, Venture Capital

Education
Harvard University, John F. Kennedy School of Government
Executive Studies, Behavioral Finance

San Diego State University-California State University
MBA, Finance and Taxation

San Diego State University-California State University
Bachelor of Arts (B.A.), International Business

University of Pennsylvania - The Wharton School/IMCA
Certified Investment Management Analyst

Brian Gallagher Brian Gallagher Greater Chicago Area Details
Brian Gallagher's Citigroup/Smith Barney Experience January 2000 - May 2006
Job VP Commercial and Head of North American Producers and Client Relationship Management
Industry Financial Services
Experience
A Dominant Global Dutch Clearing entity, a leader in exchange traded derivatives and securities   January 2012 - Present
Calvary Cross and Associates   August 2010 - July 2013
DeJohn Advisory Team   January 2010 - July 2013
CCM Financial Services, an Introducing Broker   January 2010 - December 2011
MF Global Inc.  March 2008 - March 2010
RGCC   1993 - 2010
Smith Barney  January 2000 - May 2006
Citigroup/Smith Barney   January 2000 - May 2006
Prudential Securities  1988 - 2000
Barnes &Co   1985 - 1990

Skills
Securities, Equities, Options, Investments, Commodity, FINRA, Wealth Management, Trading, Fixed Income, IRAs, Bonds, Technical Analysis, Investment Advisory, FX trading, Guaranteed Lifetime..., Qualified Retirement..., Finance, Alternative Investments, Sales Process, Retirement Plan..., Hedge Funds, ETFs, Series 63, Trading Systems, Retirement Planning, Organizational..., Corporate Communications, Charities, Bloomberg, Insurance, Life Insurance, Investment Strategies, Biblical Studies, Licensed to Sell..., IRA Rollover and 401k..., Golf Enthusiast, Charitable Giving, Clearing, Retirement Planning..., Identity Theft..., CTA Service and..., Clearing Services Expert, Skeet and Sporting..., Rugby Enthusiast, Commodities, Family Practice, Golf, Weight Training, Financial Services, Management

Education
Southern Illinois University, Carbondale   1978 — 1983
BS Political Science and Speech Communications, History

Saint Viator High School   1974 — 1978
High School Diploma, Business/History focus

Securities Training Corp
Series 3,7, 63

Nora Gay Nora Gay Dallas/Fort Worth Area Details
Nora Gay's Citigroup/Smith Barney Experience 1983 - September 2001
Job Equity Sales Trading and Client ServicesRetired
Industry Financial Services
Experience
Equity Sales Trading and Client Services, Retired   January 2013 - January 2014
Baldwin-Anthony Securities, Inc   September 2011 - January 2013
NFJ Investment Group  August 2007 - September 2009
SGC  March 2005 - July 2007
Bank of America Securities  March 2002 - March 2005
Citigroup/Smith Barney   1983 - September 2001

Skills
Equities, Trading, Capital Markets, Asset Managment, Alternative Investments, Investor Relations, Financial Modeling, Series 7, Mergers & Acquisitions, Investment Management, Asset Management, Bloomberg, Due Diligence, Hedge Funds

Education
The University of Texas at Dallas
BA, Government and Politics

Elliott Uchiyama, JD-MBA Elliott Uchiyama, JD-MBA Dallas/Fort Worth Area Details
Elliott Uchiyama, JD-MBA's Citigroup/Smith Barney Experience March 2000 - September 2004
Job Healthcare Executive|CFO Physician Group, Hospital|Managed Care, Network, Revenue Cycle, Supply Chain, M&A,Medicare Adv.
Industry Hospital & Health Care
Experience
Reengineering HealthCare   July 2004 - Present
Genesis Physicians Group  September 2004 - March 2009
CitiGroup/Smith Barney   March 2000 - September 2004
Blue Cross Blue Shield of Texas  December 1996 - March 2000
JVE   September 1990 - June 1995
American Medical International, now Tenet   May 1983 - June 1989
Anderson Clayton  January 1980 - May 1984
LifeMark  1983 - 1984
Xerox Corporation  December 1976 - January 1981

Education
Washington University in St. Louis School of Law   1973 — 1976
JD/MBA, General

University of California, San Diego   1969 — 1973
BA, Economics & Biochemistry

Howard Nacht Howard Nacht Greater New York City Area Details
Howard Nacht's Citigroup/Smith Barney Experience June 1993 - December 2002
Job Jeffan Trading LLC
Industry Consumer Goods
Experience
Jeffan Trading LLC   September 2002 - Present
Veterans Alliance Resourcing, Inc.   March 2014 - December 2014
Citigroup/Smith Barney   June 1993 - December 2002
Citigroup/Smith Barney   January 1991 - June 1993
Shearson Lehman / American Express   July 1985 - January 1991

Skills
Business Development, Retail, Wholesale, Selling, Negotiation, Sales, Data Center, New Business Development, Networking, E-commerce, Human Resources, Product Development, Marketing, Account Management, Product Management, Strategy, Sales Management, Product Marketing, Marketing Strategy, Business Strategy, Competitive Analysis, Strategic Planning, Start-ups

Education
Cornell University
Business Management / Business Writing / Macro Economics

Adelphi University
Business Management / Business Writing / Creative Writing / Psychology

Commack High School South
Diploma

Afjal Talukder Afjal Talukder Queens Village, New York Details
Afjal Talukder's Citigroup/Smith Barney Experience January 2007 - July 2007
Job Senior Software Engineer at NYS Office of Mental Health
Industry Information Technology and Services
Experience
NYS Office of Mental Health  April 2015 - Present
NYC DoITT  July 2013 - Present
CA Technologies  July 2014 - April 2015
Verizon Healthcare   August 2012 - April 2013
Fujifilm Medical Systems  August 2007 - April 2012
Citigroup/Smith Barney   January 2007 - July 2007

Skills
Testing, SQL, Medical Devices, DICOM, Medical Imaging, PACS, Software Development, HL7, Biomedical Engineering, Java, Image Processing, XML, Requirements Analysis, Agile Methodologies, Software Quality..., Integration, SDLC, SharePoint, Unix, Software Documentation, Test Planning, Quality Center, Oracle, Databases, Test Automation, Technical Recruiting

Education
Hunter College   1998 — 2003
Bachelor's degree, Film/Cinema/Video Studies and Philosophy

Hunter College

IT

IT

Douglas Appel Douglas Appel New York, New York Details
Douglas Appel's Citigroup/Smith Barney Experience 2006 - 2009
Job Independent Law Practice Professional
Industry Law Practice
Experience
The Law Offices of Douglas B. Appel   2010 - Present
Citigroup/Smith Barney   2006 - 2009
Kings County District Attorney's Office  1998 - 2006
Clinton County District Attorney's Office  1995 - 1998
Horowitz & Goldman   1994 - 1994

Skills
Attorneys, Criminal Defense, Legal Research, Litigation, Legal Writing, Police, Commercial Litigation, Jury Trials, Negotiation, Private Investigations, Courts, Securities Litigation, Arbitration, Fraud, Civil Rights, Corporate Law, Criminal Justice, Prosecution, Bankruptcy, White Collar Criminal..., Trials, Civil Litigation, Hearings, Appeals, Product Liability, Criminal Law, Evidence, Homicide Investigations, Investigation, Trial Practice, Internal Investigations, Felonies, Motions, Personal Injury, Family Law, Mediation, Claim, Westlaw, Enforcement, Criminal Investigations, Securities Regulation, Securities, Torts, Litigation Support, Legal Assistance, Legal Issues, Dispute Resolution, Depositions, Class Actions

Education
American University, Washington College of Law   1990 — 1993
JD

Binghamton University   1986 — 1990
BA, History

Alex Barned Alex Barned Ponte Vedra Beach, Florida Details
Alex Barned's Citigroup/Smith Barney Experience October 1991 - September 2003
Job Managing Partner Omega Advisors at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC  August 2013 - Present
Questar Capital - An Allianz SE Company   October 2009 - July 2013
UBS  September 2003 - September 2009
Citigroup/Smith Barney   October 1991 - September 2003

Skills
Fixed Income, Equities, Fixed Annuities, Sales, Marketing, Recruiting, Funding, Managing Accounts, Wealth Management, Mutual Funds, Series 7, Investments, Strategic Financial..., FINRA, Financial Advisory, Financial Planning

Education
The George Washington University   1996 — 1997
Master of Arts (M.A.)

The George Washington University
Bachelor of Arts (B.A.), Economics

Michael S. Stagnitta Michael S. Stagnitta Greater New York City Area Details
Michael S. Stagnitta's Citigroup/Smith Barney Experience December 2000 - April 2007
Job President/Agent at Michael S. Stagnitta Agency Inc./State Farm
Industry Insurance
Experience
Michael S. Stagnitta Agency Inc./State Farm   April 2007 - Present
Michael S. Stagnitta Agency Inc./State Farm   2007 - Present
Citigroup/Smith Barney   December 2000 - April 2007
Citi/Smith Barney  December 2000 - April 2007

Skills
Expert in designing..., Skilled at analyzing..., Fluent in determining..., Investments and legacy..., Insurance, Customer Service, Life Insurance, Term Life Insurance, Finance, Property & Casualty..., Fixed Annuities, Risk Management, Disability Insurance, Commercial Insurance, Health Insurance, Umbrella Insurance, Whole Life, Homeowners, Liability, General Insurance, Casualty Insurance, Retirement Planning, Professional Liability

Education
Hofstra University   1995 — 1999
Bachelor of Business Administration (BBA), Marketing

Monica Smokes Monica Smokes San Antonio, Texas Area Details
Monica Smokes's Citigroup/Smith Barney Experience October 1991 - February 2008
Job Owner/Partner at Xcel Nutraceuticals
Industry Health, Wellness and Fitness
Experience
Xcel Nutraceuticals   July 2006 - Present
Citigroup/Smith Barney   October 1991 - February 2008
Citigroup  1991 - 2008

Skills
Risk Management, Marketing Strategy, Management, Psoriasis, Program Management, Strategy, Management Consulting, Start-ups, Entrepreneurship, Mergers & Acquisitions

Education
Northwest Vista College
Business

Bruce Rowley Bruce Rowley United States Details
Bruce Rowley's Citigroup/Smith Barney Experience April 1998 - April 2006
Job
Industry Financial Services
Experience
Highland Investment Capital, LLC   Enterprise DevelopmentMTI Integrated Business Development, Inc.March 2015 - Present
U.S. Coast Guard Auxiliary   April 2010 - Present
Citigroup/Smith Barney   April 1998 - April 2006

Skills
Investments, Strategic Financial..., Strategic Planning, Valuation, Financial Analysis, Risk Management, Capital Markets, Portfolio Management, Financial Modeling, Finance, Banking

Education
New York University - Leonard N. Stern School of Business
MBA

United States Naval Academy
Naval Science

University of Virginia
Economics

Gordana Warga (Bojovska) Gordana Warga (Bojovska) Greater New York City Area Details
Gordana Warga (Bojovska)'s Citigroup/Smith Barney Experience December 2005 - March 2007
Job Sr. Client Service Manager at Reval
Industry Financial Services
Experience
Reval  September 2015 - Present
Capital IQ  November 2011 - Present
Capital IQ  September 2010 - November 2011
TheMarkets.com  March 2007 - September 2010
Citigroup/Smith Barney   December 2005 - March 2007
KBK Produkshuns, Inc.   January 1999 - March 2007
Citigroup  December 2004 - December 2005

Skills
Project Management, Crisis Management, Asset Managment, Business Analysis, Risk Management, Investments, Business Strategy, Relationship Management, Business Development, Vendor Management, Strategic Planning, Finance, Management, Asset Management, Leadership, Mergers & Acquisitions, Software Documentation, Process Improvement, Training, Strategy, Competitive Analysis, Troubleshooting, Customer Satisfaction, Portfolio Management, Team Building, Salesforce.com, Financial Services, Negotiation, E-commerce, Access, CRM, Analytics, Budgets, Sales, Market Research, Analysis, Cross-functional Team..., Product Management, Data Analysis, Team Management, Coaching, Financial Modeling, Equities, Start-ups, Valuation, Account Management, Business Planning, Bloomberg

Education
Bard College   1995 — 1999
BA, Film and Electronic Media

Michele Babakian Michele Babakian Greater New York City Area Details
Michele Babakian's Citigroup/Smith Barney Experience Director of Strategy, Portfolio ManagementMetlifeMay 2002 - May 2005
Job Financial Advisor at Citigroup/Smith Barney
Industry Financial Services
Experience
Citigroup/Smith Barney   Director of Strategy, Portfolio ManagementMetlifeMay 2002 - May 2005
Guardian Life Insurance Co  1981 - 1995

Education
Fordham Gabelli School of Business   1979 — 1981

Luana Marrier Holecek Luana Marrier Holecek Greater Minneapolis-St. Paul Area Details
Luana Marrier Holecek's Citigroup/Smith Barney Experience January 2002 - January 2009
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  January 2009 - Present
Citigroup/Smith Barney   January 2002 - January 2009
50 Below  1998 - 2002

Skills
Microsoft Excel, Team Building, Series 7, Financial Services, Mutual Funds, Series 63, Employee Benefits, Management, Uniform Combined State..., Retirement Planning, Financial Planning, Customer Service, Leadership, Wealth Management

Education
The College of St. Scholastica   1995 — 1997

Simpson College   1991 — 1993

Robert Galvin Robert Galvin Greater New York City Area Details
Robert Galvin's Citigroup/Smith Barney Experience January 2000 - January 2002
Job Discovery Specialist Attorney at Cravath. Swaine & Moore LLP
Industry Legal Services
Experience
Cravath. Swaine & Moore LLP   October 2012 - Present
Cravath, Swaine & Moore LLP   December 2007 - October 2012
Credit-Suisse Litigation Dept   January 2010 - December 2010
Cravath, Swaine & Moore LLP   November 2002 - December 2007
Citigroup/Smith Barney   January 2000 - January 2002
Sullivan & Cromwell  January 1999 - January 2000
Cravath, Swaine & Moore LLP   January 1985 - January 1994
Cravath, Swaine & Moore LLP   January 1985 - January 1994

Skills
Litigation Support, Attorneys, Legal Research, Commercial Litigation, Document Review, Legal Assistance, Westlaw, Legal Writing, Civil Litigation, Intellectual Property, Trials, Corporate Law, Depositions, International Law, Alternative Dispute..., Pleadings, Lexis, Due Diligence, Licensing

Education
Fordham University Graduate School of Arts & Sciences   1989 — 1991
Masters of Arts, Medieval History

Boston College School of Law   1983 — 1984

Columbia College, Columbia University   1978 — 1982
Bachelor of Arts, Political Science

Michigan State University   1977 — 1978

Jessica E. Corr Jessica E. Corr Greater New York City Area Details
Jessica E. Corr's Citigroup/Smith Barney Experience February 1998 - May 2009
Job Compliance Executive at Merrill Lynch, GWIM Compliance
Industry Financial Services
Experience
Bank of America/Merrill Lynch  December 2009 - Present
Morgan Stanley Smith Barney, LLC  June 2009 - December 2009
Citigroup/Smith Barney   February 1998 - May 2009

Skills
Separately Managed..., Investment Advisory, Financial Services, Financial Advisory, Mutual Funds, Risk Management, FINRA, Securities, Alternative Investments, Hedge Funds, Investments, Series 7, Financial Risk, Wealth Management

Education
Suffolk Law School
Currently Attending

City University of New York-John Jay College of Criminal Justice
B.A., Criminology

Lydia Earle Lydia Earle Greater Boston Area Details
Lydia Earle's Citigroup/Smith Barney Experience January 2004 - June 2009
Job Operations Generalist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2009 - Present
Citigroup/Smith Barney   January 2004 - June 2009
Tax and Investment Plans/Raymond James Financial Services   March 2002 - December 2003
SearchNet   October 1996 - December 1998
Fidelity Investments  September 1985 - February 1988

Skills
PowerPoint, Microsoft Excel, Equities, Investments, Financial Analysis, Employee Benefits, Asset Managment, Microsoft Office, Mutual Funds

Education
Suffolk University
B.S., Government

Darryl Challenger Darryl Challenger Greater New York City Area Details
Darryl Challenger's Citigroup/Smith Barney Experience November 1996 - March 2009
Job Architect at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2010 - Present
Citigroup/Smith Barney   November 1996 - March 2009
Moodys Investor Services  July 1995 - November 1996
Information Builders  October 1989 - July 1995
Philon Inc.   1987 - 1989

Education
City University of New York-Hunter College   1983 — 1989
BA, Computer Science

Hunter College High School

Yolanda Beaton Yolanda Beaton Greater New York City Area Details
Yolanda Beaton's Citigroup/Smith Barney Experience December 2000 - May 2006
Job Special Education Teacher at NYC Department of Education
Industry Primary/Secondary Education
Experience
NYC Department of Education  September 2011 - Present
Magner Center For Career Development and Internships at Brooklyn College   August 2009 - June 2011
BNP Paribas RCC Inc   May 2006 - April 2008
Citigroup/Smith Barney   December 2000 - May 2006
Bank of New  January 2000 - November 2000

Skills
Teaching, Research, PowerPoint, Word, Excel, Account Reconciliation, Finance, Management, Microsoft Excel, FX Options, Trading, Back Office, Data Analysis, Microsoft Office, Tutoring, Critical Thinking, Settlement

Education
City University of New York-Brooklyn College   2012 — 2014
Master of Education (M.Ed.), Early Childhood Education and Teaching

City University of New York-Brooklyn College   2009 — 2011
Master, Special Education

Canisius College   1994 — 1998
Bachelors of Arts and Science, History

Sandra Shipp Sandra Shipp Greater New York City Area Details
Sandra Shipp's Citigroup/Smith Barney Experience August 2005 - June 2007
Job Senior Business Analyst, VP at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   August 2011 - Present
Citi  July 2010 - August 2011
Brown Brothers Harriman  October 2007 - December 2009
Citigroup/Smith Barney   August 2005 - June 2007

Skills
Systems Analysis, Business Requirements, Functional Requirements, Requirements Analysis, Stakeholder Workshops, Test Cases, Use Case Diagrams, Project Coordination, Team Management, Project Planning, Presentation Skills, COBOL, Mainframe, SDLC, SQL, CICS, Data Warehousing, PL/SQL, Oracle, DB2, Database Design, Requirements Gathering

Education
City University of New York   1977 — 1979
AAS, Information Technology

Kaplan University
Information Technology

David Fenimore David Fenimore Washington D.C. Metro Area Details
David Fenimore's Citigroup/Smith Barney Experience 1997 - 2000
Job Senior Counsel (Enforcement) at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA)   October 2002 - Present
Fried Frank  2000 - October 2002
Citigroup/Smith Barney   1997 - 2000

Skills
Securities, FINRA, Securities Regulation

Education
Bowdoin College
Bachelor's degree

Southern Illinois University, Edwardsville
MA

The Catholic University of America
JD

Larry Irom Larry Irom Greater New York City Area Details
Larry Irom's Citigroup/Smith Barney Experience 1996 - 2009
Job Experienced Attorney and Compliance Professional Financial Services, Regulatory and Litigation
Industry Financial Services
Experience
Citigroup/Smith Barney   1996 - 2009
Citigroup/Smith Barney   1980 - 1996
SECURITIES AND EXCHANGE COMMISSION  1977 - 1980

Skills
Securities, Equities, Corporate Law, Litigation, Investments, Financial Services, Arbitration, FINRA, Policy, Legal Writing, Investment Banking, Corporate Governance

Education
Brooklyn Law School
JD, Law

Queens College
BA, History

CAROL PERDUE CAROL PERDUE Greater New York City Area Details
CAROL PERDUE's Citigroup/Smith Barney Experience April 2000 - April 2005
Job Project Leader/Manager/Liaison
Industry Investment Banking
Experience
US Census Bureau  April 2010 - August 2010
PrePaid Legal Services, Inc  December 2006 - March 2010
Citigroup/Smith Barney   April 2000 - April 2005
Andersen Consulting  October 1990 - April 2000
Salomon Brothers  January 1990 - October 1990
Equitable Life Assurance Co.   January 1988 - December 1989
U.S. Trust   1985 - 1988

Education
Barnard College
BA, Economics

Fordham Gabelli School of Business
MBA, Finance

Joseph Stephens II Joseph Stephens II Greater New York City Area Details
Joseph Stephens II's Citigroup/Smith Barney Experience August 2006 - March 2007
Job Manager/Owner at Gerards Wine and Spirits
Industry Wine and Spirits
Experience
IWorkOnMacs   January 2009 - Present
Gerards Wine and Spirits   January 2007 - Present
OnForce  2012 - 2013
Citigroup/Smith Barney   August 2006 - March 2007
Atlantic Northeast Aviation   January 2005 - September 2006

Skills
Web Design, Apple Software, Adobe Creative Suite, Facebook, Wine, Wine Knowledge, Beer, SEO, SEO copywriting, Small Business..., Aviation, Commercial Aviation, Commercial Pilot, Brokerage, Health Insurance, Social Media Marketing, Marketing, Wine Tasting, Business Development, Sales, Internet Technologies, Customer Service, Leadership, Entrepreneurship, Management, Retail, E-commerce

Education
Monmouth University   2003 — 2006
Bachelor of Science, Finance

Stevens Institute of Technology   2003 — 2004

Christabelle Cook, QKA Christabelle Cook, QKA Columbus, Ohio Area Details
Christabelle Cook, QKA's Citigroup/Smith Barney Experience 2006 - 2010
Job Regional Retirement Plan Professional Ohio & Western PA | Dir. of Bus. Dvlp for Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  July 2012 - Present
Trinity Pension Consultants  2010 - July 2012
Citigroup/Smith Barney   2006 - 2010
Spectrum Capital Corp   2003 - 2006

Skills
401k, Retirement, Retirement Planning, Executive Benefit..., 403 b

Education
Franklin University

Carol Dian Ladd Carol Dian Ladd Greater Chicago Area Details
Carol Dian Ladd's Citigroup/Smith Barney Experience January 1991 - January 2006
Job Financial Services Professional
Industry Financial Services
Experience
2006-2009UBS Financial Services   October 2006 - April 2009
Smith Barney  April 1991 - October 2006
Smith Barney  April 1991 - October 2006
Citigroup/Smith Barney   January 1991 - January 2006
Citibank  January 1987 - April 1991

Education
Harper College
Associates of Arts

Paulette Belair, CAMS Paulette Belair, CAMS Greater New York City Area Details
Paulette Belair, CAMS's Citigroup/Smith Barney Experience July 2005 - December 2005
Job Associate Director at Navigant Consulting
Industry Banking
Experience
Navigant Consulting  April 2011 - Present
Safra National Bank of New York  January 2010 - April 2011
VITALE AML CONSULTANTS, INC   January 2006 - December 2009
CITIGROUP/SMITH BARNEY   July 2005 - December 2005
Union Bank of California International   December 2003 - July 2005
Union Bank of California International   September 1988 - December 2003

Skills
KYC, AML, OFAC, Compliance, Financial Risk, Capital Markets, Project Management, Fraud, Program Management, Vendor Management, Management, Anti Money Laundering, Risk Assessment, Training, Auditing, Banking, Access, Private Investigations, Due Diligence, Financial Services, Investigation, Corporate Governance, Risk Management, Business Process, SDLC, Software Documentation, Investment Banking, Credit, Credit Risk, Policy, Internal Audit, Internal Controls, Regulations

Education
Marymount Manhattan College   1988 — 1991
BA, Magna Cum Laude, History

Marni Friedman Marni Friedman Baltimore, Maryland Area Details
Marni Friedman's Citigroup/Smith Barney Experience June 2006 - July 2007
Job Teacher
Industry Primary/Secondary Education
Experience
Citigroup  June 2006 - August 2011
Citigroup/Smith Barney   June 2006 - July 2007
Legg Mason  June 2000 - June 2006
Legg Mason  June 2000 - June 2006

Education
Towson University   2013 — 2014
Master's degree, Elementary Education and Teaching

Pikesville High School

Towson University
Bachelor's Degree; Bachelor's Degree, History; International Studies

Rattan Dodeja Rattan Dodeja San Francisco Bay Area Details
Rattan Dodeja's Citigroup/Smith Barney Experience 1998 - 2009
Job Vice president/financial advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  2009 - Present
citigroup/Smith Barney   1998 - 2009

Skills
Series 7, Wealth Management, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Mutual Funds, Equities, Fixed Income, Strategic Financial..., Asset Management, Investment Advisory, Series 63, Alternative Investments, Investment Strategies, Securities, Retirement, Financial Modeling, Financial Advisory, Hedge Funds

Education
Manipal Institute of Technology
Bachelor's degree, Civil Engineering

University Of Bombay
DMS, Management

Joseph Persico Joseph Persico Greater New York City Area Details
Joseph Persico's Citigroup/Smith Barney Experience June 2006 - February 2009
Job Director of Domestic Taxes at Maersk Inc.
Industry Transportation/Trucking/Railroad
Experience
Maersk Inc.  February 2009 - Present
Citigroup/Smith Barney   June 2006 - February 2009
Citigroup  March 1998 - June 2006
Citicorp / Citigroup   March 1988 - March 1998

Skills
Tax, Auditing, Tax Accounting, Corporate Tax, Internal Controls, Accounting, Income Tax, International Tax, Financial Analysis, Sarbanes-Oxley Act

Education
St. John's University - NYC   1977 — 1979
M.B.A., Taxation

Syracuse University - Martin J. Whitman School of Management   1973 — 1977
B.S., Accounting

Jay Mandelbaum Jay Mandelbaum New York, New York Details
Jay Mandelbaum's Citigroup/Smith Barney Experience 1992 - 2002
Job Senior Advisor, Investor and Board Member
Industry Financial Services
Experience
Booker Software  October 2014 - Present
Fundbox   April 2013 - Present
C2FO  January 2013 - Present
JPMorganChase  2002 - 2012
Citigroup/Smith Barney   1992 - 2002
McKinsey & Company  1988 - 1992

Skills
Management, Marketing, Business Strategy, Product Management, Mobile Devices, Finance, Financial Services, Start-ups, Mergers & Acquisitions, Financial Modeling, Business Development, Strategy

Education
Havard Business School   1986 — 1988
Master of Business Administration (M.B.A.)

Princeton University   1980 — 1984
Bachelor of Arts (B.A.), Woodrow Wilson School

Henry Hyde III Henry Hyde III Cincinnati Area Details
Henry Hyde III's Citigroup/Smith Barney Experience July 2007 - March 2009
Job BODILY INJURY SPECIALIST at Motorists Insurance Group
Industry Insurance
Experience
Motorists Insurance Group  November 2009 - Present
DYSINGER & ASSOCIATES   March 2009 - November 2009
CITIGROUP/SMITH BARNEY   July 2007 - March 2009
Dyer, Garofalo, Mann & Schultz LPA   April 1999 - April 2006
Progressive Insurance  April 1995 - April 1999

Skills
Negotiation, Evaluation, Legal, Legal Research, Legal Liability, Legal Issues, Legal Writing, Commercial Lines..., Coverage Issues, Coverages, Client Relations Skills, Client Liaison, Analysis, Policy Analysis, Professional Mentoring, Decisiveness, Management, Time Management, Priority Management, Self-starter, Personal Injury, People Skills, Mediation, Arbitration, Litigation, Subrogation, Personal Injury..., Communication Skills, Technical Hiring, Litigation Expense..., Expense Management, Litigation Reports, Large Loss Reports, Reserves, Auditing, Courts, Insurance, Product Liability, Liability, Commercial Insurance, Claim

Education
University of Dayton School of Law   1991 — 1994
Doctor of Law (J.D.), Law

Villanova University   1987 — 1990
Bachelor of Science (B.S.), Political Science and Government