Citi/Smith Barney
Citi/Smith Barney List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citi/Smith Barney. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Citi/Smith Barney Salaries. You can even request information on how much does Citi/Smith Barney pay if you want to. Learn about salaries, pros and cons of working for Citi/Smith Barney directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
17 Citi/Smith Barney employees in database. Find out everything there's to know about Citi/Smith Barney employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citi/Smith Barney Employees
Merrill Edge December 2014 - Present
TD Ameritrade June 2013 - June 2014
AXA April 2009 - May 2013
CitiSmith Barney November 2007 - March 2009
Fidelity Investments April 2004 - July 2007
Skills
Retirement Planning, Wealth Management, Life Insurance, Insurance, Retirement, Pensions, Strategic Financial..., Fixed Annuities, Income Protection, Investments, Wealth Accumulation, Mutual Funds, Asset Allocation, Series 7, Critical Illness, Financial Advisory, Superannuation, IRAs, Investment Strategies, Variable Annuities, Series 63, Finance, Financial Planning, Portfolio Management, Securities, Equities, Asset Management, Trading, Financial Analysis, Management
Education
Hofstra University
University of Massachusetts Lowell
Morgan Stanley Smith Barney June 2009 - Present
Citi/Smith Barney April 2007 - June 2009
Consumer Credit Counseling Service San Francisco May 2005 - April 2007
Skills
Financial Analysis, Equities, Investments, Financial Modeling, Trading, Alternative Investments, Asset Management, Fixed Income, Series 7, Financial Services
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor's degree, Spanish Language and Literature
Wells Fargo Advisors December 2011 - Present
Wells Fargo January 2009 - December 2011
Citi/Smith Barney February 2003 - July 2008
Charles Schwab November 2000 - November 2002
Morgan Stanley August 1997 - April 2000
Skills
Banking, Financial Services, Loans, Credit, Strategy, Securities, Series 7, Estate Planning, Insurance, Management, Strategic Planning, Investment Management, Portfolio Management, Series 63, FINRA, Series 65, Wealth Management, Investments, Finance
Education
Concord University
BS, Marketing Management, Home Economics
Roosevelt University
Certificate, Paralegal Studies
Marblehead Bank February 2010 - Present
Citi/Smith Barney 2008 - 2010
Opteum Financial Services May 2002 - 2007
CIT Group - Alexander Capital Equipment Finance 1998 - 2002
Education
Assumption College 1981 — 1985
BA
Allstate Financial Services, LLC April 2015 - Present
Fifth Third Bank November 2008 - February 2015
Merrill Lynch November 2007 - November 2008
Citi/Smith Barney December 1996 - November 2007
Skills
Investments, Wealth Management, Finance, Series 7, Portfolio Management, Banking, Retirement Planning, Financial Services, Retail Banking, Financial Analysis
Education
State University of New York College at Cortland 1979 — 1983
Bachelor's of Science, Physical Education
Certent (EASi's New Name is Certent) 2008 - Present
E*TRADE Financial 1997 - 2008
Citi/Smith Barney 2006 - 2007
Lycos QUOTE.COM 1996 - 1997
Skills
New Business Development, Stocks, SaaS, Equities, Sales, Management, Incentive Programs, Executive Pay, CRM, Options
Education
University of California, Los Angeles 1979 — 1984
SLV
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
US Bank September 2006 - September 2010
Citi/Smith Barney June 2005 - March 2006
Merrill Lynch June 2002 - May 2005
Wachovia Bank June 2000 - May 2002
SouthTrust Bank June 1998 - June 2000
Northern Trust June 1997 - May 1998
Barnett Bank June 1988 - May 1997
Skills
Loans, Mortgage Lending, Credit Analysis, Underwriting, Credit, Mergers & Acquisitions, Risk Management, Commercial Lending, Relationship Management, Treasury Management, Portfolio Management, Banking, Commercial Banking, Credit Risk, Cash Management, Commercial Mortgages, Lines Of Credit, Financial Services, Financial Risk, Finance, Small Business Lending
Education
Boston University Questrom School of Business 1984 — 1988
BSBA, General Business
Credit Suisse First Boston July 2009 - Present
Barclays Capital March 2009 - June 2009
Credit Suisse First Boston March 2008 - January 2009
Citi/Smith Barney January 2000 - January 2008
Schroder & Co. Inc. April 1997 - January 2000
Dean Witter, Discover & Co. December 1996 - March 1997
Gerard Klauer Mattison & Co., LLC May 1996 - November 1996
Bear, Stearns & Co. Inc. August 1993 - May 1996
Dean Witter, Discover & Co. July 1986 - August 1993
E.F. Hutton & Co. Inc. December 1981 - July 1986
Skills
Equity Research, Equities, Investment Banking, Securities, Editing, Research
Education
City University of New York-Herbert H. Lehman College 1974 — 1979
BA, English
Citi December 2010 - Present
Morgan Stanley Smith Barney June 2009 - November 2010
Morgan Stanley Smith Barney June 2009 - November 2010
Citi/Smith Barney November 2004 - June 2009
Smith Barney November 2004 - June 2009
Citigroup 2004 - 2009
Skills
Portfolio Management, Fixed Income, Capital Markets, Securities, Wealth Management, Financial Services, Hedge Funds, Equities, Structured Products, Derivatives, Alternative Investments, Mutual Funds, Investment Banking, Series 7, Trading Systems, Electronic Trading, Investments
Education
MIRBIS Business School 1996 — 1998
MBA, Management
Tyumen State Oil and Gas University 1985 — 1990
Bachelor, Mechanical Engineering
Integrated Medical Professionals December 2008 - Present
KTR Homes Realty Inc. 2011 - 2014
KTR Homes Realty Inc. 2011 - 2014
Autism Speaks January 2008 - December 2008
Citi/Smith Barney 2005 - 2007
PR Newswire 1994 - 2005
Skills
Disaster Recovery, Cisco Technologies, Security, VPN, Data Center, Windows Server, Firewalls, Troubleshooting, Operating Systems, Active Directory, Networking, System Administration, VMware, VoIP, Microsoft Exchange, Routers, Servers, DNS, DHCP, System Deployment, VMware ESX, WAN, LAN-WAN, IT Operations, Switches, Citrix, SAN, Network Administration, Network Security, Windows XP, Blackberry Enterprise..., Solaris, Virtualization, TCP/IP
Education
Queensborough Community College 1988 — 1991
Non-Grad, Electrical Engineer
Jamaica High School
Associate's degree, Electrical and Electronics Engineering
Moon Capital March 2005 - Present
Level Global Investors 2003 - 2005
Zurich Scudder Investments 2001 - 2003
SoundView Technology Group 2000 - 2001
Fidelity Investments September 1997 - March 2000
Citi/Smith Barney August 1993 - September 1997
Airborne Express October 1991 - July 1993
United States Marine Corps July 1989 - October 1991
United States Marine Corps May 1986 - July 1989
Skills
Hedge Funds, Equities, Alternative Investments, Bloomberg, Investments, Trading, Capital Markets, Asset Managment, Electronic Trading, Equity Research, Derivatives, Equity Trading, Private Equity, Investment Strategies, Options, Global Macro, Emerging Markets, Equity Derivatives, Financial Markets, Asset Management, FINRA, Trading Systems, ETFs, Leadership, Finance, Bonds, Commodity, Mutual Funds, Securities, Series 63, Investment Banking, Hedging, Proprietary Trading, Trading Strategies, Series 7, Asset Allocation, Fund Of Funds, Structured Products, Series 24, Value Investing
Education
Duke University 1982 — 1986
Bachelor of Arts (B.A.), International Relations/History
Deerfield Academy 1980 — 1982
Managers Investment Group April 2010 - July 2011
Citi/Smith Barney August 2007 - January 2009
RMR Residential Property Management, Inc. August 2005 - August 2007
Skills
Equities, Investment Banking, Investments, Administrative Assistant, Property Management, Series 7, Financial Analysis, Mutual Funds, Hedge Funds, Administrative..., Interviews, Securities, Series 63, Retirement Planning, Sales, Asset Management, Portfolio Management, Employee Relations, Estate Planning, Business Development
Education
Manhattanville College 1975 — 1979
BA, Psychology
The Standard December 2009 - Present
Standard Retirement Services November 2009 - Present
ING Financial Partners April 2009 - November 2009
Citi/Smith Barney September 2005 - April 2009
ING Financial Services February 2001 - September 2005
CIGNA Financial Services October 1998 - February 2001
CIGNA Retirement and Investment Services October 1997 - October 1998
Prudential Insurance Company of America May 1995 - October 1997
Education
University of Hartford
MBA
Springfield College
Bachelor of Business Management
University of Hartford
MBA, Business
JPMorgan Chase & Co. September 2015 - Present
Bonell Ryan Inc. October 2013 - August 2015
Bonell Ryan Inc. March 2012 - October 2013
Citi/Smith Barney June 2008 - January 2010
Skills
Interviews, Administration, Administrative..., Customer Service, Management, Research, Recruiting, Human Resources, Administrative...
Education
University of Cincinnati 2001 — 2005
BFA, Musical Theatre, magna cum laude
Synergy Financial Partners April 2013 - Present
Morgan Stanley Wealth Management August 2002 - May 2013
Citi/Smith Barney 2004 - 2013
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Equities, Securities, Financial Services, Portfolio Management, Finance, Financial Analysis
Education
Fort Lewis College
Bachelor of Science (BS), Pyschology
UBS January 2010 - Present
UBS Wealth Management January 2010 - Present
CITI/SMITH BARNEY January 1990 - January 2010
Education
Kutztown University of Pennsylvania 1976 — 1981
Bachelor of Science (BS), BUSINESS ADMINISTRATION