Salomon Smith Barney

Industry: Investment banking

Description

Salomon Brothers was an American investment bank founded in 1910 by Arthur, Herbert and Percy Salomon and a clerk named Ben Levy, remaining a partnership until the early 1980s. It was acquired by the commodity trading firm Phibro Corporation and became Salomon Inc. Founded: 1910 Ceased operations: 2003 Headquarters: New York City, New York, United States Revenue: 4.018 billion USD (June 1997) Number of employees: 7,100 (June 1997) Founders: Percy Salomon, Herbert Salomon, Arthur Salomon

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Salomon Smith Barney Employees

Employee
Years
Job
Industry
John C. (Hans) Morris John C. (Hans) Morris Greater New York City Area Details
John C. (Hans) Morris's Salomon Smith Barney Experience 2000 - 2002
Job Nyca Partners
Industry Venture Capital & Private Equity
Experience
Nyca Partners   2014 - Present
General Atlantic  2010 - 2014
Visa Inc.  2007 - 2009
Citigroup  2002 - 2007
Salomon Smith Barney   2000 - 2002
Salomon Smith Barney   1997 - 2000

Skills
Alternative Investments, Acquisitions, Accounting, Banking

Education
Dartmouth College   1976 — 1980
BA

Stephen H. Holmberg Stephen H. Holmberg Portland, Oregon Details
Stephen H. Holmberg's Salomon Smith Barney Experience June 2001 - June 2003
Job Brand Director
Industry Sporting Goods
Experience
Nike, Inc.   April 2013 - Present
Nike, Inc.   November 2010 - April 2013
Nike, Inc.   December 2007 - November 2010
Nike, Inc.   June 2007 - December 2007
Oakley  June 2006 - August 2006
First Marblehead  June 2003 - June 2005
Salomon Smith Barney   June 2001 - June 2003

Skills
Brand Management, Marketing Strategy, Marketing, Retail, Digital Marketing, Brand Development, Global Marketing, Strategic Planning, Sportswear, Sports, Fashion, Trend, Brand Strategy

Education
Harvard Business School   2005 — 2007
Master of Business Administration (MBA), General Management & Marketing

Dartmouth College   1997 — 2001
Bachelor of Arts (BA), Engineering & Economics

Greg Block Greg Block Greater Chicago Area Details
Greg Block's Salomon Smith Barney Experience May 2001 - August 2001
Job Executive Vice President at Millennium Properties R/E, Inc.
Industry Commercial Real Estate
Experience
Millennium Properties R/E, Inc.   August 2002 - Present
Salomon Smith Barney   May 2001 - August 2001
Cohen-Esrey Real Estate Services, LLC  May 2001 - August 2001

Skills
Real Estate

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2005 — 2007
MBA

University of Wisconsin-Madison - School of Business   1998 — 2002
BBA

John W. Clark John W. Clark San Francisco Bay Area Details
John W. Clark's Salomon Smith Barney Experience 1997 - 1998
Job Financial Advisor to CareSpan International
Industry Hospital & Health Care
Experience
CareSpan International (formerly Magellan Global Health)   2013 - Present
Profectus, LLC   2009 - 2012
HandsOn - Video Relay Services for the Deaf and Hard of Hearing   2007 - 2008
Jack Clark Advisors   2002 - 2007
Providian Financial  1998 - 2001
Salomon Smith Barney   1997 - 1998
UBS Investment Bank  1982 - 1997

Skills
Corporate Development, Analysis of Emerging..., M&A analysis, M&A execution, Investment Strategies, Fundraising, Joint Ventures, Start-up Ventures, Startup Development, Strategic Planning, Payment Systems, Healthcare Information..., Human Resource..., Strategy, Start-ups, Venture Capital, Management, Private Equity, Financial Modeling, Business Strategy, Strategic Partnerships, Due Diligence, Finance

Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Accounting and Finance

Southern Methodist University
Bachelor of Arts (BA), Economics

Alberto Jimenez Crespo, CFA Alberto Jimenez Crespo, CFA Los Angeles, California Details
Alberto Jimenez Crespo, CFA's Salomon Smith Barney Experience August 2000 - December 2002
Job Portfolio Manager at Aristotle Capital Management, LLC
Industry Investment Management
Experience
Aristotle Capital Management, LLC  January 2014 - Present
Vinik Asset Management, LLP  2012 - 2013
Tradewinds Global investors  2006 - 2012
Merrill Lynch  March 2003 - March 2006
salomon smith barney   August 2000 - December 2002

Skills
Portfolio Management, Valuation, Equities, Asset Managment, Investments, Fixed Income, Alternative Investments, Asset Management, Hedge Funds, Financial Analysis, Asset Allocation, Bloomberg, Financial Modeling, Derivatives, Trading, Equity Research, Capital Markets, Investment Management, Investment Strategies

Education
Colorado School of Mines   1998 — 1999
Ms, economics

Universidad Politecnica del Madrid   1992 — 1997
Mining Engineering

Anthony Jimenez Anthony Jimenez San Francisco, California Details
Anthony Jimenez's Salomon Smith Barney Experience March 2000 - August 2001
Job Helping Companies Have Better Relationships With Their Customers
Industry Computer Software
Experience
Zendesk  February 2015 - Present
Symphony Commerce  August 2014 - February 2015
YapStone  September 2007 - August 2014
Bryco Funding  August 2003 - June 2007
Pittsburg Unified School District  January 2002 - August 2003
Salomon Smith Barney   March 2000 - August 2001

Skills
Business Development, Account Management, Sales, New Business Development, Sales Management, Direct Sales, Salesforce.com, Marketing Strategy, Negotiation, Public Speaking, Real Estate, Online Advertising, PCI DSS, Merchant Accounts, Credit Card Gateways, Management, Strategic Partnerships, Strategy, Training, Marketing, Sales Process, Payment Card Processing, CRM, SaaS, E-commerce, Social Media Marketing, Enterprise Software, Start-ups

Education
Columbia University in the City of New York   1997 — 2002
B.A., Political Science

Pittsburg High School   1993 — 1997
High School Diploma, General Studies

Benjamin Lieblich Benjamin Lieblich Washington D.C. Metro Area Details
Benjamin Lieblich's Salomon Smith Barney Experience 1999 - 2000
Job Chief Operating Officer at Gardner Prescott Technology Ventures
Industry Information Technology and Services
Experience
Emerge Clinical Solutions   April 2015 - Present
Gardner Prescott Technology Ventures   October 2014 - Present
Accelerate LLC   July 2009 - March 2015
Pro Practica, Inc.   2004 - 2010
Deutsche Bank  2000 - 2004
Salomon Smith Barney   1999 - 2000
PricewaterhouseCoopers  1998 - 1999
U.S. Congressman Robert E. Andrews   1994 - 1996

Skills
Financial Planning and..., Operations Management, Deal Execution, Start-ups, Budgeting, Planning, Entrepreneurship, Mergers, Project Planning, Writing, Budgets, Strategy, Business Planning, Mergers & Acquisitions, Public Speaking, Marketing, Strategic Planning, Analysis, Nonprofits, Business Strategy, Leadership Development, Business Development, Management, Program Management, Team Building, Project Management, Negotiation, Leadership, Policy, Government, Financial Modeling, Finance, Coaching, Executive Management, Consulting, Vendor Management, Venture Capital, Due Diligence, Change Management

Education
Georgetown University - The McDonough School of Business   1996 — 1998
MBA, Business

Harvard Law School   1990 — 1993
JD, Law

Columbia University in the City of New York   1985 — 1989
BA, Astronomy and History

J. Armand Musey, CFA J. Armand Musey, CFA Greater New York City Area Details
J. Armand Musey, CFA's Salomon Smith Barney Experience 2001 - 2003
Job Telecom & Media Valuation and Financial Analysis Expert
Industry Financial Services
Experience
Summit Ridge Group, LLC   July 2007 - Present
Goldin Associates, LLC  March 2014 - June 2015
CoRise Co., LLC   2011 - December 2014
Near Earth LLC   2004 - 2007
Salomon Smith Barney   2001 - 2003
Banc of America Securities  1999 - 2001
C.E. Unterberg, Towbin   1998 - 1999
Merrill Lynch  1997 - 1998

Skills
Valuation, Strategy, Business Development, Investments, Equity Research, Financial Analysis, Venture Capital, Telecommunications, Business Strategy, Corporate Development, Business Planning, Satellite Communications, Private Equity, Corporate Governance, Satellite, Strategic Partnerships, Analysis, Due Diligence, Consulting, Strategic Consulting, New Media, Spectrum, Start-ups, Securities, Broadband, Capital Raising, Corporate Finance, Divestitures, Executive Management, Litigation Support, Wireless, Leveraged Finance, Telecommunications..., Wireless Broadband, Mobile Broadband, spectrum valuation, Expert Witness Services, Media, orbital slot valuation, Restructuring, Turnaround Experience, Bankruptcy

Education
Northwestern University - Kellogg School of Management
MBA, Finance and Marketing

Northwestern University School of Law   2009 — 2011
JD, Cum Laude, Research Honors

Columbia University in the City of New York   2007 — 2009
MA, Modern European Studies

University of Chicago   1985 — 1989
BA, Sociology with Honors

Nina Johnsrud Nina Johnsrud Greater New York City Area Details
Nina Johnsrud's Salomon Smith Barney Experience 1989 - 1991
Job Experienced Credit Officer in Commercial Lending
Industry Financial Services
Experience
GE Capital  2015 - Present
Sabbatical  2009 - 2014
GE Capital  1997 - 2009
RogersCasey  1996 - 1997
Gabelli Asset Management  1995 - 1996
A.G. Edwards & Sons, Inc.   1991 - 1994
Salomon Smith Barney   1989 - 1991
Ehrlich Bober & Co.   1988 - 1989
Salomon Smith Barney   1985 - 1988

Skills
Credit, Corporate Finance, Portfolio Management, Capital Markets, Loans, Credit Analysis, Credit Risk, Financial Structuring, Asset Based Lending, Structured Finance, Investments, Risk Management, Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation

Education
Columbia University - Columbia Business School   1994 — 1996
MBA, Finance

Wellesley College   1981 — 1985
BA, Mathematics, Economics

The London School of Economics and Political Science (LSE)   1983 — 1984
Junior Yr Abroad, Economics and Mathematics

Casey Watkins Casey Watkins Greater Philadelphia Area Details
Casey Watkins's Salomon Smith Barney Experience June 2002 - January 2004
Job AVP Asset Management Group Sales Strategist at PNC
Industry Banking
Experience
PNC  September 2014 - Present
PNC  May 2012 - September 2014
Coventry First, LLC  December 2005 - February 2012
Coventry First, LLC  January 2004 - December 2005
Salomon Smith Barney   June 2002 - January 2004

Skills
Sales Management, Management, Executive Reporting, Quantitative Analysis, Financial Modeling, Investments, Client Services, Operational Due..., Pricing Strategy, Pricing Negotiation, Insurance, Financial Analysis, Risk Management, Finance, Asset Management

Education
DeSales University   2010 — 2013
Masters in Business Adminstration, Finance/Management

Shippensburg University of Pennsylvania   1998 — 2002
Bachelor of Science in Business Administration, Finance

Bruce Crawford Bruce Crawford Greater New York City Area Details
Bruce Crawford's Salomon Smith Barney Experience July 1997 - June 2001
Job Founder, Entrepreneur Forum
Industry Venture Capital & Private Equity
Experience
Entrepreneur Forum   2008 - Present
Angen Advisors LLC   2008 - Present
Financial Executives Networking Group   April 2004 - June 2013
Salomon Smith Barney   July 1997 - June 2001
Standard & Poor's Corporation   September 1986 - June 1997
Bayerische Vereinsbank   June 1977 - June 1984
Allis-Chalmers Corporation  June 1974 - May 1977

Skills
Venture Capital, Entrepreneurship, Business Strategy, Mergers, Business Intelligence, Start-ups, Management Consulting, Event Management

Education
Columbia University - Columbia Business School   1984 — 1986
MBA, Finance

Bucknell University   1970 — 1974
B.A.

Pingry School   1964 — 1970
HS

Jeff Lee, PMP Jeff Lee, PMP Greater Boston Area Details
Jeff Lee, PMP's Salomon Smith Barney Experience December 1998 - March 2004
Job Project Manager, Client Technical Support
Industry Information Technology and Services
Experience
nondisclosed mobile app startup   July 2015 - Present
Corporate [IT] Solutions   December 2014 - March 2015
WorldAPP  September 2013 - June 2014
Citi  February 2013 - August 2013
Citigroup  March 2011 - February 2013
Citi  March 2007 - March 2009
Citigroup  June 2004 - March 2009
Citigroup  March 2004 - March 2007
Salomon Smith Barney   December 1998 - March 2004
Smith Barney  May 1995 - November 1998

Skills
Java, SDLC, Linux, Perl, C++, Windows, Sybase, Relationship Management, SQL, Disaster Recovery, Solaris, Unix, Testing, SharePoint, JavaScript, Databases, Program Management, Software Development, Software Project..., Integration, Enterprise Architecture, IT Strategy, Microsoft SQL Server, Data Center, System Administration, Requirements Analysis, IT Management, Windows Server, Vendor Management, Electronic Trading, Outsourcing, Analytics, Trading Systems, Operating Systems, Unix Shell Scripting, Infrastructure, Leadership, Autosys, HTML, Entrust PKI, Troubleshooting, Servers, Cloud Computing, ITIL, Business Process, Business Analysis, Visio, Management, Project Management, Communication

Education
Cornell University   1989 — 1990
Master of Engineering (MEng), Electrical Engineering (Computer Engineering), 3.5 out of 4.3

Cornell University   1985 — 1989
Bachelor of Arts (BA), Computer Science, 3.4 out of 4.3

Corporate Education Group   2014 — 2014
PMP Exam Prep

Bridgewater State University   2009 — 2010
Accelerated Post-Baccalaureate Program, Secondary School Mathematics

Bronx High School of Science   1982 — 1985
High School Diploma

Jamie Kacich, CPA Jamie Kacich, CPA New York, New York Details
Jamie Kacich, CPA's Salomon Smith Barney Experience August 2008 - December 2008
Job Financial Accounting Advisory Senior at EY
Industry Accounting
Experience
EY - Financial Accounting Advisory Services   May 2014 - Present
Deloitte - Assurance   September 2011 - May 2014
Deloitte  June 2010 - September 2010
Salomon Smith Barney   August 2008 - December 2008

Skills
Financial Accounting, Finance, GAAP, US GAAP, Financial Reporting, Accounting, Microsoft Excel, Auditing, Internal Controls, IFRS, Financial Modeling, Forensic Accounting, Microsoft Office, Tax Returns, Strategic Financial..., CPA, Internal Audit, SEC filings, Income Tax, Financial Analysis, Mergers & Acquisitions, SOX 404, Financial Statements, Valuation, Data Analysis, Customer Service, Account Reconciliation, Process Improvement, International Tax, Tax Preparation, Analytics, Revenue Recognition, External Audit, Forecasting, Tax Research, General Ledger, Corporate Tax, Business Strategy, Big 4, Financial Audits, Consolidation, Outlook

Education
DePaul University   2006 — 2010
Bachelor's Degree, Accounting and Business/Management

Loyola Academy   2002 — 2006

John E. Capano John E. Capano Greater New York City Area Details
John E. Capano's Salomon Smith Barney Experience August 1996 - July 1998
Job Consultant at Prudentia Advisors LLC
Industry Financial Services
Experience
Prudentia Advisors LLC   March 2015 - Present
Sotheby's International Realty  June 2014 - Present
RBC Capital Markets  November 2009 - June 2013
CIBC World Markets  July 1998 - March 2008
Salomon Smith Barney   August 1996 - July 1998
Wyeth  September 1991 - December 1994

Skills
Investment Banking, Mergers, Valuation, Capital Markets, Financial Modeling, Corporate Finance, LBO, Corporate Development, Financial Analysis, Financial Structuring, Series 7, Business Valuation, Capital Structure, Finance, Series 63, Equity Valuation, M, Mergers & Acquisitions, Private Equity, Strategy, Mergers, Venture Capital

Education
Columbia University - Columbia Business School   1995 — 1996
Masters, Finance

University of Notre Dame   1987 — 1991
BBA, Accounting

Westfield Senior High School   1984 — 1989

Marisa Sharkey Marisa Sharkey San Francisco Bay Area Details
Marisa Sharkey's Salomon Smith Barney Experience 1997 - 1999
Job Group Vice President, Strategy at Ross Stores
Industry Management Consulting
Experience
Ross Stores  2010 - 2015
Bain and Company  2003 - 2010
Donaldson, Lufkin & Jenrette   1999 - 2001
Salomon Smith Barney   1997 - 1999

Skills
Business Strategy, Strategy, Due Diligence, Financial Modeling, Management Consulting, Management, Competitive Analysis, Strategic Planning, Corporate Development

Education
University of Pennsylvania - The Wharton School   2001 — 2003
MBA, Strategic Management and Finance

Cornell University   1993 — 1997
BS, Business Management

Richard J. Polimeni Richard J. Polimeni Pennington, New Jersey Details
Richard J. Polimeni's Salomon Smith Barney Experience 1999 - 2002
Job Director, Education Savings Programs, Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  April 2002 - Present
Salomon Smith Barney   1999 - 2002
Smith Barney  1987 - November 1999

Skills
Series 7, Series 66, Series 63, Series 53 (Municipal..., Wealth Management, Retirement Planning, Active board member of..., IRAs, Uniform Combined State..., Mutual Funds, Securities, Retirement, Financial Services, Risk Management, Asset Allocation, Investments, Leadership, Investment Advisory, Financial Advisory, FINRA, 401k, Financial Analysis, Management, Analysis, Finance, Investment Strategies, Program Management, Equities, Investment Management, Asset Management, Alternative Investments, Private Equity, Portfolio Management, Hedge Funds

Education
Brookdale College
Business Management

CUNY York College

Devin Kimura Devin Kimura Greater Seattle Area Details
Devin Kimura's Salomon Smith Barney Experience January 1992 - December 1995
Job CEO & Strategist, Artbeads.com
Industry Internet
Experience
Stores In Motion   January 2000 - Present
www.artbeads.com   January 2000 - Present
Research Support International   January 1996 - May 2002
Salomon Smith Barney   January 1992 - December 1995

Skills
E-commerce, Online Advertising, Web Analytics, SEO, Start-ups, Social Media Marketing, Entrepreneurship, SaaS, Product Management, Analytics, Business Development, Digital Marketing, Marketing Strategy, Strategic Planning, SEM, Business Strategy, Social Media, PPC, Product Development, Enterprise Software, Online Marketing, Lead Generation, Management, A/B testing, Product Marketing

Education
Lewis and Clark College   1984 — 1987
BA, Business Administration

Colorado College   1983 — 1984

Vin Zachariah Vin Zachariah Greater New York City Area Details
Vin Zachariah's Salomon Smith Barney Experience 1999 - 2002
Job SVP, Residential Services at Vyve Broadband
Industry Telecommunications
Experience
Vyve Broadband  May 2013 - Present
Mediacom Communications  March 2011 - May 2013
Time Warner Cable  October 2009 - March 2011
Time Warner Cable  March 2009 - October 2009
Time Warner Cable  January 2006 - February 2009
Time Warner Cable  April 2004 - December 2005
Time Warner Cable  January 2003 - March 2004
Global Signal  August 2002 - December 2002
Salomon Smith Barney   1999 - 2002
USAF  June 1993 - August 1997

Skills
Telecommunications, Strategic Planning, Competitive Analysis, Cross-functional Team..., Broadband, Strategy, Marketing, Customer Satisfaction, Customer Retention, Management, Process Improvement, Leadership, Customer Experience, Direct Sales, Executive Management, Vendor Management, Strategic Partnerships, Solution Selling, Business Development, Budgets, Call Centers, Wireless, VoIP, Contract Negotiation, P, Product Management, Sales Process

Education
Yale University - Yale School of Management   1997 — 1999
MBA, Finance

Cornell University   1992 — 1993
M.Eng, Operations Research

Cornell University   1988 — 1992
BS, Electrical Engineering

Chris Ciocca, CIMA®, AIF® Chris Ciocca, CIMA®, AIF® Greater Boston Area Details
Chris Ciocca, CIMA®, AIF®'s Salomon Smith Barney Experience 1998 - 2005
Job Regional Sales Manager, Cetera Financial
Industry Investment Management
Experience
Cetera Financial Group  2012 - Present
Ameriprise Financial Services, Inc.   2009 - 2012
LPL  2006 - 2009
Columbia Management  2005 - 2005
Salomon Smith Barney   1998 - 2005
State Street  1996 - 1998

Skills
Financial Services, Sales Operations, Series 7, Financial Advisory, Investments, Finance, New Business Development, Sales, Alternative Investments, Securities, Asset Allocation

Education
D'Amore-McKim School of Business at Northeastern University   1999 — 2001
MSF, Masters of Science, Finance

University of New Hampshire -- Peter T. Paul College of Business and Economics   1991 — 1995
BS, Business Admin.

Harborfields

Lisa Cartwright Lisa Cartwright Greater New York City Area Details
Lisa Cartwright's Salomon Smith Barney Experience October 1995 - October 1997
Job Associate Director of US Equity Research, JP Morgan
Industry Investment Banking
Experience
JP Morgan Chase  March 2010 - Present
Charter Oak Partners  2004 - 2005
Citigroup  2000 - 2004
JP Morgan Chase  1998 - 2000
Salomon Smith Barney   October 1995 - October 1997

Education
Columbia University - Columbia Business School   1994 — 1995
MBA, Accounting and Finance

The University of Texas at Austin   1984 — 1988
BFA, Studio Art, Art History

James E. McHugh, CFP® James E. McHugh, CFP® Cincinnati Area Details
James E. McHugh, CFP®'s Salomon Smith Barney Experience 2000 - 2001
Job Omega Financial Group
Industry Financial Services
Experience
Omega Financial Group   January 2008 - Present
JPMorgan Chase  April 2007 - May 2009
Fifth Third Bancorp  2003 - 2006
Wachovia - First Union  September 2001 - June 2003
Salomon Smith Barney   2000 - 2001

Skills
Investments, Estate Planning, Financial Services, Retirement, Health Insurance, Insurance, Series 63, Life Insurance, Disability Insurance, Wealth Management..., Investment Advisory, Finance, Wealth Management, Strategic Financial..., Financial Advisory, Credit, Series 7, Retirement Planning

Education
Dartmouth College   1997 — 2001
BA

University of Cincinnati   2015 — 2017
Master’s Degree, Taxation

Jon-Claude Zucconi Jon-Claude Zucconi Greater New York City Area Details
Jon-Claude Zucconi's Salomon Smith Barney Experience September 2000 - September 2002
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  May 2011 - Present
Barclays Capital  September 2002 - June 2011
Salomon Smith Barney   September 2000 - September 2002

Education
Columbia University in the City of New York   1996 — 2000
BA, Economics & International Political Science

Tod Brainard Tod Brainard Greater Boston Area Details
Tod Brainard's Salomon Smith Barney Experience August 1994 - October 1996
Job Partner; Director of Acquisitions
Industry Real Estate
Experience
Tritower Financial Group, LLC   January 2013 - Present
Griffith Properties, LLC   November 2003 - December 2012
Leggat McCall Properties LLC   November 1996 - November 2003
Salomon Smith Barney   August 1994 - October 1996

Skills
Real Estate Economics, Real Estate, Real Estate Development, Real Estate Transactions, Investments, Investment Properties, Acquisitions, Investors, Disposition

Education
Columbia University - Columbia Business School   1992 — 1993
MBA, Finance/Real Estate

Tulane University   1983 — 1987
BA, Latin American Studies

St. Paul's School

Eric Sirianni Eric Sirianni Raleigh-Durham, North Carolina Area Details
Eric Sirianni's Salomon Smith Barney Experience July 2001 - February 2002
Job Principal Engineer at Nimble Storage
Industry Computer Software
Experience
Nimble Storage  May 2014 - Present
NetApp  April 2013 - March 2014
NetApp  January 2010 - April 2013
NetApp  February 2009 - January 2010
NetApp  January 2005 - February 2009
Nextag.com  June 2004 - September 2004
Provenir  March 2002 - July 2003
Salomon Smith Barney   July 2001 - February 2002
ING Baring Furman Selz   1999 - 1999

Skills
Distributed Systems, Perl, Cloud Computing, Unix, Agile Methodologies, Software Engineering, Java, Linux, Python, Software Development, Virtualization, C++, C, MySQL, Storage, Scrum, Scalability, XML, Spring, Mockito, Hadoop, Integration, Eclipse, NetApp, Software Design, Scalable Architecture, Enterprise Architecture, JBoss Application Server, Jetty

Education
Stanford University   2003 — 2004
MS, Computer Science, 4.16

Dartmouth College   1997 — 2001
BA, Computer Science / Economics, 3.84 (Summa Cum Laude)

University of Oxford   2000 — 2000
Exchange Program, Economics

Dan Goggin Dan Goggin Greater New York City Area Details
Dan Goggin's Salomon Smith Barney Experience January 1992 - November 1998
Job Executive Director Investments Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   January 2015 - Present
BNP Paribas  January 2012 - December 2014
Miller Tabak  January 2009 - December 2012
Citigroup  January 1998 - December 2007
Salomon Smith Barney   January 1992 - November 1998
Kidder Peabody  January 1983 - December 1992

Skills
Investments, Securities, Investment Strategies, Financial Services, Relationship Management, Tax-Efficient Strategies, Retirement Savings, Wealth-Preservation..., Fixed Income Strategies, Deferred Compensation..., Financial Advisory, Weath Management..., Risk Management..., Retirement-Plan..., Multigenerational Weath..., Estate Investments...

Education
New York University - Leonard N. Stern School of Business   1990 — 1992
MBA, Finance

Dartmouth College   1979 — 1983
Bachelor of Arts (B.A.), History

Phillips Andover Academy   1976 — 1979

John Trbovich John Trbovich Orlando, Florida Area Details
John Trbovich's Salomon Smith Barney Experience 1993 - 1995
Job Co Founder and General Partner at Arsenal Venture Partners
Industry Venture Capital & Private Equity
Experience
Arsenal Venture Partners  2003 - Present
E*Offering  1999 - 2001
Robertson Stephens  1997 - 1999
Metzler Corporation   1995 - 1995
Salomon Smith Barney   1993 - 1995

Skills
Start-ups, Business Strategy, Product Management, Entrepreneurship, Strategy, Business Development, Mergers & Acquisitions, Strategic Planning, Management, Venture Capital, Investment Banking, Finance, Due Diligence, Private Equity, Financial Modeling, Valuation, Corporate Development, Investments, Strategic Partnerships, Corporate Finance

Education
Harvard Business School   1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General

Columbia University in the City of New York   1989 — 1993
Bachelor's Degree, Industrial Engineering

George Geringer, MBA George Geringer, MBA Greater New York City Area Details
George Geringer, MBA's Salomon Smith Barney Experience March 1998 - May 1999
Job General Manager/Director at Rus Management Inc
Industry Financial Services
Experience
Global Emerging Mkts Argentina LLC   December 2008 - November 2012
Unicredit USA   July 2007 - November 2008
UniCredit/ Aton Securities Inc   February 2006 - May 2008
TTE International Inc   February 2003 - February 2006
Mizuho Financial Group  February 2000 - December 2002
Salomon Smith Barney   March 1998 - May 1999
Nomura Securities  February 1994 - March 1998
Metallgesellschaft Emerging Markets   February 1993 - February 1994
Banco de la Provincia de Buenos Aires NYC   January 1992 - February 1993

Skills
Trilingual, Corporate Finance, Multilingual, Fixed Income, Investments, Securities, Hedge Funds, Capital Markets, Equities, Emerging Markets, Private Equity, Investment Banking, Risk Management, Trading, Project Finance, Mergers & Acquisitions, Portfolio Management

Education
Dowling College
MBA

Dowling College
BA, Economics

Coast Guard

La Salle Florida

Universidad de

Kenneth Allex Kenneth Allex Greater New York City Area Details
Kenneth Allex's Salomon Smith Barney Experience August 2000 - February 2001
Job Consultant at Bloomberg
Industry Computer Software
Experience
Bloomberg  September 2009 - Present
Wachovia  April 2007 - August 2009
American Stock Exchange  February 2001 - April 2007
Salomon Smith Barney   August 2000 - February 2001
Instinet  March 1998 - August 2000
SIAC  January 1997 - March 1998

Skills
C++, Trading Systems, Java, Market Data, Equity Trading, Order Management, Electronic Trading, Sybase, Multithreading, Distributed Systems, Unix, Low Latency, Unix Shell Scripting, Solaris, Perl

Education
Columbia Engineering
M.S., Computer Science

Drexel University   1986 — 1991
B.S., Electrical Engineering

Anne Marie Davidson Anne Marie Davidson Greater New York City Area Details
Anne Marie Davidson's Salomon Smith Barney Experience October 1991 - January 1996
Job Executive Director PM trading at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  January 2013 - Present
Morgan Stanley Smith Barney  February 2012 - January 2013
Citi  January 1996 - February 2012
Salomon Smith Barney   October 1991 - January 1996

Skills
Equities, Securities, Equity Trading, ETFs, Trading, Capital Markets, Investments, Wealth Management, Separately Managed..., Unified Managed Accounts, equity sales trading, retail trading, Retail, Managed Money, Middle Office

Education
DeSales University   1987 — 1991
BA, Theater

Patrick C. Sullivan Patrick C. Sullivan Greater Philadelphia Area Details
Patrick C. Sullivan's Salomon Smith Barney Experience 2001 - 2002
Job Vice President, Senior Account Manager at Prudential Investments
Industry Financial Services
Experience
Prudential Investments  May 2011 - Present
Advisors Asset Management, Inc.   April 2009 - April 2011
SEI Investments  June 2006 - February 2009
Russell Investment Group  July 2003 - June 2006
Hirtle Callaghan & Co.   February 2002 - August 2003
Salomon Smith Barney   2001 - 2002
SEI Investments  1996 - 1999
United States Marine Corps  1991 - 1996

Skills
Asset Managment, Asset Management, Business Development, Equities, Financial Advisory, Financial Services, Fixed Income, Investment Management, Investment Strategies, Investments, Management, Mutual Funds, Wealth Management, Strategy, Portfolio Management

Education
Cornell University - S.C. Johnson Graduate School of Management   1999 — 2001
MBA

Hobart and William Smith Colleges   1985 — 1989
BA, Economics

Elizabeth Emswiler Elizabeth Emswiler New York, New York Details
Elizabeth Emswiler's Salomon Smith Barney Experience August 1997 - February 1998
Job Director at Citi Private Bank ; Capital Markets Specialist
Industry Financial Services
Experience
Citi - Private Bank  November 2013 - Present
Citi  February 1998 - Present
Salomon Smith Barney   August 1997 - February 1998
Smith Barney Inc.  September 1991 - August 1997

Skills
Key Account Relations, Leveraging Strategic..., Structured Products, Leveraged Finance, Leadership, Equity Trading, Capital Markets, Equities, Financial Markets, Fixed Income, Mergers, Trading, Hedge Funds, Derivatives, Risk Management, Bloomberg, Investments, Securities

Education
Denison University   1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government

Oxford University
Semester Abroad- Michaelmas Term, Political Economy

C. Mark Baughan C. Mark Baughan Greater Boston Area Details
C. Mark Baughan's Salomon Smith Barney Experience 1999 - 2001
Job Wealth Management
Industry Financial Services
Experience
Baughan Wealth Management   December 2011 - Present
Merrill Lynch  November 2006 - December 2011
UBS Wealth Management  2001 - 2006
Salomon Smith Barney   1999 - 2001

Skills
Wealth Management, Portfolio Management, Financial Analysis, Retirement Planning, Series 7, Series 24, series 63, Series 65

Education
Cornell University   1984 — 1988
BS, Ag Ec

Tilton School   1983 — 1983
Prep

Tom Loughrey, CFA Tom Loughrey, CFA Raleigh-Durham, North Carolina Area Details
Tom Loughrey, CFA's Salomon Smith Barney Experience July 1998 - July 1999
Job Senior Trader, Raven Rock Capital
Industry Investment Management
Experience
Raven Rock Capital   January 2009 - Present
Argent Funds Group  April 2004 - February 2008
Wachovia Securities, LLC  June 2003 - September 2003
Credit Suisse First Boston  1999 - 2002
Salomon Smith Barney   July 1998 - July 1999

Skills
Alternative Investments, Analysis, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, High Yield, Investments, Valuation, Private Equity

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2002 — 2004
MBA, Investment Management

Dartmouth College   1994 — 1998
BA, Economics

Humberto M. Salomon Humberto M. Salomon Greater New York City Area Details
Humberto M. Salomon's Salomon Smith Barney Experience May 2003 - August 2003
Job Head of Global Products & Operations at Citi Fundamental Credit Risk
Industry Banking
Experience
Citi  June 2015 - Present
Citi  September 2013 - June 2015
Citi  January 2011 - September 2013
Citi  October 2008 - January 2011
Citi  November 2007 - October 2008
M&T Bank  January 2007 - November 2007
M&T Bank  June 2004 - January 2007
Salomon Smith Barney   May 2003 - August 2003
Sigma Capital  February 1998 - August 2002
SunTrust Bank  May 1997 - February 1998

Skills
Credit, Loans, Emerging Markets, Portfolio Management, Credit Analysis, Financial Modeling, Commercial Lending, Risk Management, Credit Risk, Corporate Finance, Leveraged Finance, Leveraged Lending, Due Diligence, Banking, Investment Banking, Capital Markets

Education
Columbia Business School   2002 — 2004
MBA, Finance and Economics

University of Pennsylvania - The Wharton School   1993 — 1997
BS, Economics

Joanna Komoszewska-Berg, CFA Joanna Komoszewska-Berg, CFA New York, New York Details
Joanna Komoszewska-Berg, CFA's Salomon Smith Barney Experience 2003 - 2006
Job Morgan Stanley Alternative Investments
Industry Financial Services
Experience
Morgan Stanley Alternative Investments   2011 - Present
Morgan Stanley Alternative Investments   2006 - 2011
Salomon Smith Barney   2003 - 2006

Skills
Private Equity, Alternative Investments, Capital Markets, Hedge Funds, Asset Managment

Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance

Fordham University
Bachelor of Science (BS), Finance, Economics

Leanne Baker Leanne Baker San Francisco Bay Area Details
Leanne Baker's Salomon Smith Barney Experience January 1998 - December 2001
Job Independent Board Member and Consultant
Industry Mining & Metals
Experience
Agnico Eagle Mines Limited  2003 - Present
McEwen Mining   2006 - Present
Reunion Gold Corporation   2005 - Present
Sutter Gold Mining, Inc.   November 2011 - Present
Kimber Resources   2006 - January 2014
Sutter Gold Mining, Inc.   November 2011 - June 2013
ETF Securities  August 2006 - June 2012
Investor Resources LLC   January 2006 - October 2011
Salomon Smith Barney   January 1998 - December 2001
Salomon Brothers Inc  January 1991 - December 1997

Skills
Investor Relations, Mining, Gold, Minerals, IPO, Equity Research, Financial Services, Metals, Mineral Exploration, Commodity, Audit Committee, Geology, Joint Ventures, Due Diligence, Private Placements, Private Equity, Corporate Finance, Trading, Equities, Capital, Emerging Markets, Alternative Investments, Corporate Development, Venture Capital, Investment Management, Hedge Funds, Project Finance, Mergers & Acquisitions, Funding, M&A experience, Equity Valuation, Capital Markets, Hedging, Business Valuation, Investment Banking, Structured Finance

Education
Colorado School of Mines   1980 — 1984
Ph.D., Mineral Economics

Colorado School of Mines   1980 — 1981
M.S., Mineral Economics

University of Colorado at Boulder   1970 — 1974
B.S., Journalism

Brett Andrews, CWS® Brett Andrews, CWS® Phoenix, Arizona Area Details
Brett Andrews, CWS®'s Salomon Smith Barney Experience October 1998 - December 2000
Job ♦Certified Wealth Strategist®♦Financial Planner♦Business Advisor♦ to Business Owners✔ Doctors✔ Investors✔
Industry Financial Services
Experience
Fortress Financial Strategies   January 2011 - Present
Fortress Business Advisory   2012 - Present
The Effective Leader   2012 - Present
Fortress Insurance Services (Formerly Alpha Arizona Insurance)   January 2009 - Present
Fortress Federal Benefit Advisors   November 2010 - Present
Wells Fargo Advisors  December 2008 - January 2011
Wachovia Securities  July 2003 - December 2008
Prudential Financial  December 2000 - July 2003
Salomon Smith Barney   October 1998 - December 2000
Loews Cineplex Entertainment  January 1994 - January 1996

Skills
Financial Planning For..., Financial Planning For..., Financial Planning, Retirement Planning, Investments, Insurance, Retirement Income..., 401k Rollovers, Asset Protection, Increase Cash Flow, Qualified Retirement..., Life Insurance, Group Health Insurance, Wealth Management, Non-Qualified Deferred..., Business Analysis, Employee Benefits, Personal Finance, Technical Analysis, Certified Federal..., Financial Analysis, Small Business, Tax Reduction, Business Planning, Variable Annuities, Equity Indexed Annuities, 401k, Profit Sharing, Estate Planning, Defined Benefit, Pensions, Risk Management, Portfolio Management, Financial Services, Strategic Financial..., Fixed Annuities, Retirement, Mutual Funds, Disability Insurance, Long-term Care, Financial Advisory, Health Insurance, Securities, Long Term Care Insurance, Finance, Wealth Management..., Investment Management

Education
University of Phoenix   2001 — 2003
BS, Business Administration

The University of Texas at Austin   1998 — 2001
Economics

Collin County Community College   1992 — 1995
Associate's degree, Business Administration and Management, General

Plano Senior High School   1990 — 1992

Andrea Stenger Andrea Stenger San Francisco, California Details
Andrea Stenger's Salomon Smith Barney Experience 1999 - 2001
Job Director of Strategy, Global Supply Chain at Gap Inc.
Industry Retail
Experience
Craftsy  2013 - 2014
Sterling-Rice Group  2012 - 2013
PepsiCo  2010 - 2012
PepsiCo  2008 - 2010
The Boston Consulting Group  2005 - 2008
Edison Schools  2001 - 2003
Salomon Smith Barney   1999 - 2001

Skills
Strategy, Customer Insight, Marketing Strategy, Consumer Products, Business Strategy, Analytics, Product Innovation, Cross-functional Team..., Competitive Analysis, Financial Modeling, Management Consulting, Market Analysis, Project Management

Education
The Tuck School of Business at Dartmouth   2003 — 2005
MBA

Dartmouth College   1995 — 1999
BA, Economics

Coralia Frias-Akins Coralia Frias-Akins Charlotte, North Carolina Area Details
Coralia Frias-Akins's Salomon Smith Barney Experience October 1995 - December 1997
Job VP Project Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America  May 2013 - Present
TIAA-CREF with Randstad   January 2013 - May 2013
Sherpa  November 2010 - November 2012
Sustainable Technology Solutions, Inc.   March 2010 - October 2010
Wells Fargo  August 2009 - April 2010
Wachovia Bank  October 2008 - August 2009
Wachovia Bank  November 2006 - October 2008
Del Monte Fresh Produce  September 2005 - September 2006
ABN AMRO Bank  1998 - 2005
Salomon Smith Barney   October 1995 - December 1997

Skills
Project Management, Process Improvement, SDLC, Program Management, Change Management, PMO, Risk Management, ITIL, Business Process, Integration, Business Intelligence, IT Service Management, Management, CRM, Leadership, Strategy, Governance, Software Documentation, Business Analysis, Analysis, Project Planning, Business Process..., Requirements Analysis, Software Development, Strategic Planning, Vendor Management

Education
DePaul University   2001 — 2005

Peter M. Phelan Peter M. Phelan Greater New York City Area Details
Peter M. Phelan's Salomon Smith Barney Experience January 1998 - June 1999
Job Managing Director at Investment Banking Boutique
Industry Investment Banking
Experience
Investment Banking Boutique   January 2013 - Present
PMP Advisors LLC   2012 - Present
Citi Global Markets  January 2009 - 2012
Citi Global Markets  January 2004 - December 2008
Citi Global Markets  June 1999 - December 2003
Salomon Smith Barney   January 1998 - June 1999
Smith Barney  January 1996 - December 1997
Smith Barney  January 1991 - December 1995
Drexel Burnham Lambert  July 1989 - December 1990
Drexel Burnham Lambert  January 1985 - August 1987

Skills
Private Equity, Valuation, Capital Markets, Investment Banking, Mergers & Acquisitions, Leveraged Finance, Corporate Finance

Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Corporate Finance

Tulane University
Bachelor of Arts (BA), English

Pamela Essex Pamela Essex Columbus, Ohio Area Details
Pamela Essex's Salomon Smith Barney Experience 1986 - 1990
Job Senior Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2011 - Present
UBS Financial Services  February 2007 - March 2011
Delaware County Board of Developmental Disabilities  2006 - 2008
McDonald Investments  2000 - 2007
Key Bank  1993 - 1996
CentralTrust of Northeastern Ohio   1991 - 1993
Bank One  1990 - 1993
Salomon Smith Barney   1986 - 1990
Verifications, Inc.   1984 - 1986

Skills
Retirement Planning, Retirement, Investments, Mutual Funds, Asset Allocation, Equities, Bonds, Fixed Income, Fixed Annuities, Variable Annuities, Alternative Investments

Education
The Ohio State University   1980 — 1982
BA, Spanish

Cuyahoga Community College   1979 — 1980
General Studies

East Carolina University   1977 — 1979
General Studies

Hathaway Brown

Orange High School

Pinecrest High School

Bruno Yang Bruno Yang Greater New York City Area Details
Bruno Yang's Salomon Smith Barney Experience 1997 - 1999
Job Founder and CEO of IM Mr. English
Industry E-Learning
Experience
Annalex Capital   April 2009 - January 2012
Citadel Investment Group  2006 - 2008
The Baupost Group  2001 - 2005
Golub Capital  1999 - 2001
Salomon Smith Barney   1997 - 1999

Skills
Investments, Investment Management, Hedging, Convertible Bonds, Fundamental Analysis, Financial Markets, MBS, Value Investing, Venture Capital, Trading, Securities, Bonds, Electronic Trading, CDS, Fixed Income, Statistical Arbitrage, Financial Structuring, Proprietary Trading, Derivatives, Trading Systems, Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Bloomberg, Equity Valuation, Investment Strategies, Asset Allocation, Alternative Investments, Asset Managment, Hedge Funds, Equity Derivatives, LBO, Special Situations, Due Diligence, Emerging Markets, Relative Value, Capital Markets, Investment Banking, ABS, Global Macro, Options, Buy-side, Equity Trading, High Yield, Portfolio Management, Equities, Equity Research, Arbitrage, Valuation

Education
Dartmouth College   1993 — 1997
BA, Economics, Psychology

Stuyvesant   1989 — 1993

Greg Irwin Greg Irwin New York, New York Details
Greg Irwin's Salomon Smith Barney Experience 1995 - 2003
Job BWG Strategy LLC
Industry Information Services
Experience
BWG Strategy LLC  June 2013 - Present
BigTwist   October 2011 - June 2013
Avaya  September 2007 - September 2011
Avaya  September 2006 - August 2007
Avaya  September 2003 - September 2006
Citigroup  1995 - 2003
Salomon Smith Barney   1995 - 2003
Smith Barney  1995 - 2000

Skills
Product Management, Start-ups, Strategic Planning, Mergers, Unified Communications, Product Development, Competitive Analysis, Cross-functional Team..., Strategic Partnerships, Team Leadership, Mergers & Acquisitions, Mobile Devices, Strategy, SaaS, Leadership, Management, Corporate Development, Mobile Applications, Telecommunications, Go-to-market Strategy, Corporate Finance, Program Management, VoIP, General Awesomeness, Wireless, Awesomeness, Product Marketing, Process Improvement, IT Strategy, Business Development, Integration, Outsourcing

Education
Dartmouth Thayer School of Engineering   1994 — 1995
Bachelor's of Science, Electrical and Electronics Engineering

Dartmouth College   1990 — 1994
Bachelor of Arts, Engineering

Horace Mann   1984 — 1990
High School Diploma

John Ohe John Ohe Greater New York City Area Details
John Ohe's Salomon Smith Barney Experience 1998 - 2000
Job Hola Expat Tax Services for U.S. Expats
Industry Financial Services
Experience
Hola Expat   2012 - Present
CEO Connection  2013 - 2014
Cigna International  2011 - 2012
New York Life  2007 - 2011
Guardian Life Insurance Company  2006 - 2007
Empire BlueCross BlueShield (WellPoint)   2002 - 2006
Credit Suisse First Boston  2001 - 2001
Salomon Smith Barney   1998 - 2000

Skills
Insurance, Health Insurance, Life Insurance, Business Strategy, Business Planning, Strategic Planning, New Business Development, Divestitures, Joint Ventures, Valuation, Product Management, Business Development, Mergers & Acquisitions, Executive Management, Investments

Education
University of Pennsylvania - The Wharton School   1996 — 1998
MBA, Finance

Dartmouth College   1988 — 1992
BA, History, Economics

Regis High School   1984 — 1988

Soo-jin Kim Soo-jin Kim New York, New York Details
Soo-jin Kim's Salomon Smith Barney Experience March 2000 - December 2001
Job Soojin Kim is the Founder of IN∙CLUED (www.inclued.com)
Industry Internet
Experience
INCLUED.COM   September 2012 - Present
American Express  July 2008 - August 2012
American Express  July 2007 - July 2008
American Express  May 2004 - June 2007
Salomon Smith Barney   March 2000 - December 2001
Lehman Brothers  July 1999 - March 2000
Goldman Sachs  June 1998 - September 1998

Skills
Customer Acquisition, Marketing Strategy, Analytics, Business Strategy, New Business Development, Product Development, Strategic Planning, Business Development, Relationship Management, Digital Marketing, B2B, Business Planning, Financial Services, Strategy, Competitive Analysis, Technology, Start-ups, Leadership, Lead Generation, Entrepreneurship, Sales, Sales Operations, Strategic Partnerships, Finance, CRM, Analysis, Management

Education
Columbia University - Columbia Business School   2009 — 2010
Master of Business Administration (MBA), Entrepreneurship, Finance

University of Chicago   1996 — 1999
BA, Economics

Shigeo Ida Shigeo Ida Chicago, Illinois Details
Shigeo Ida's Salomon Smith Barney Experience February 1999 - January 2001
Job Vice President at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc.  March 2013 - Present
Newedge U.S.A. LLC   December 2010 - February 2013
The Ashikaga Bank Ltd.   July 2006 - November 2010
Daiwa Scurities SMBC   February 2006 - June 2006
Mizuho Securities USA Inc.  February 2001 - November 2005
Salomon Smith Barney   February 1999 - January 2001
The Nikko Securities   April 1988 - January 1999

Education
Doshisha University   1983 — 1988
B.A., Politics

Isabel Kallman Isabel Kallman Greater New York City Area Details
Isabel Kallman's Salomon Smith Barney Experience December 2002 - May 2003
Job Founder & Chief, Alpha Mom
Industry Internet
Experience
Alpha Mom   2005 - Present
Salomon Smith Barney   December 2002 - May 2003
Salomon Smith Barney   July 1998 - December 2002
Credit Suisse First Boston  July 1997 - July 1998
Salomon Brothers  January 1995 - July 1997
Salomon Brothers  July 1993 - January 1995

Skills
Social Media, Blogging, Social Media Marketing, Sales, CMS, International Equity..., Content Strategy, Web Content, Social Networking, Facebook, Copywriting, Advertising, Digital Media, Copy Editing, Online Advertising, Online Marketing, Digital Strategy, New Media, Creative Direction, SEO, WordPress, Content Management, Google Analytics, Content Development, Web Analytics, Digital Marketing

Education
Columbia University in the City of New York   1989 — 1993
Bachelor of Arts (B.A.), Political Science

Columbia University in the City of New York   1989 — 1993
Bachelor's degree, Political Science and Government

Christopher Buti Christopher Buti Greater Chicago Area Details
Christopher Buti's Salomon Smith Barney Experience 1997 - 1998
Job CERTIFIED FINANCIAL PLANNER ™ at BCH Wealth Management
Industry Financial Services
Experience
Next Generation Equity Research   2005 - 2010
Bridge Trading / Instinet   1998 - 2004
Salomon Smith Barney   1997 - 1998

Skills
Equity Research, Due Diligence, Equities, Equity Trading, Trading, Investments, Private Equity, Valuation, Trading Systems, Portfolio Management, Hedge Funds, Asset Management, Securities

Education
DePaul University   2012 — 2013
Financial Planning Certificate

Illinois Institute of Technology   1995 — 1997
MS, Financial Markets and Trading

Illinois State University   1989 — 1993
BS, Accounting

Cathy Marderosian Cathy Marderosian Minocqua, Wisconsin Details
Cathy Marderosian's Salomon Smith Barney Experience September 1997 - February 2000
Job Owner & Operator of Vania's Property Watch
Industry Real Estate
Experience
Lakeland Area Bus Service   September 2011 - Present
Chef Hector Marcial   September 2008 - April 2011
Incapital, LLC  August 2000 - May 2007
Salomon Smith Barney   September 1997 - February 2000
Keck, Mahin & Cate (dissolved 11/1997)   September 1996 - August 1997

Education
College of DuPage   1983 — 1985
Literature, Music Theory & Professional Voice, Psychology

Edward Keane Edward Keane Greater New York City Area Details
Edward Keane's Salomon Smith Barney Experience May 1999 - July 2000
Job Sr. Associate Delivery Operations, Database & CRM eBay Enterprise
Industry Marketing and Advertising
Experience
JP Morgan Chase  October 2009 - January 2010
Citigroup  June 2007 - December 2008
Citigroup  May 2005 - June 2007
Citigroup - Card Member Services   August 2000 - January 2005
Salomon Smith Barney   May 1999 - July 2000

Skills
Campaign Execution, Credit Cards, Competitive Analysis, Marketing Strategy, Customer Acquisition, Database Marketing, Loyalty Programs, Segmentation, Direct Marketing, Email Marketing, Direct Mail, Analytics, Multi-channel Marketing, Marketing, B2B, Strategy, Cross-functional Team..., CRM, Integrated Marketing, Customer Retention, Marketing Management, Leadership, Campaigns, Lead Generation

Education
State University of New York College at Plattsburgh   1996 — 1999
BS Marketing, Marketing

Dowling College   1994 — 1996
Marketing

Brandt Sakakeeny Brandt Sakakeeny Greater New York City Area Details
Brandt Sakakeeny's Salomon Smith Barney Experience January 1995 - February 2000
Job Managing Partner and CIO, Rockingstone Advisors
Industry Investment Management
Experience
SNL Financial  June 2010 - Present
Rockingstone Advisors LLC   January 2009 - Present
Deutsche Bank  May 2000 - January 2009
Salomon Smith Barney   January 1995 - February 2000

Skills
Equities, Investment Banking, Investments, Corporate Finance, Mergers, Fixed Income, Strategy, Portfolio Management, Mergers & Acquisitions, Management, Strategic Planning, Trading, Equity Research, Investor Relations, Derivatives, Financial Services, Financial Structuring, Competitive Analysis, Commodity, IPO, Hedge Funds, Alternative Investments

Education
Columbia University - Columbia Business School   1992 — 1994
MBA

DePauw University   1985 — 1989
BA

Paul Ebner, CFA Paul Ebner, CFA San Francisco Bay Area Details
Paul Ebner, CFA's Salomon Smith Barney Experience 2000 - 2002
Job Senior Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock (formerly Barclays Global Investors)   January 2009 - Present
Barclays Global Investors  August 2007 - January 2009
Barclays Global Investors  December 2004 - July 2007
Federal Reserve Bank of San Francisco  January 2004 - May 2004
Parnassus Investments  2004 - 2004
Salomon Smith Barney   2000 - 2002

Skills
Asset Management, Fixed Income Trading, Equities, Hedge Funds, Asset Managment, Quantitative Analytics, Portfolio Management, Securities, Investments, Capital Markets, Fixed Income, Trading, Derivatives, Asset Allocation, Emerging Markets, Mutual Funds

Education
University of California, Berkeley   2002 — 2004
Masters, Public Policy

The London School of Economics and Political Science (LSE)   1998 — 1999
Diploma, Dept of International Relations

Davidson College   1994 — 1998
BA, Political Science

Holly Lignelli Holly Lignelli Greater Chicago Area Details
Holly Lignelli's Salomon Smith Barney Experience July 1999 - April 2001
Job Account Analyst Leader
Industry Internet
Experience
LinkedIn  January 2015 - Present
LinkedIn  January 2011 - Present
LinkedIn  January 2013 - December 2014
LinkedIn  January 2012 - December 2012
LinkedIn  October 2010 - December 2011
Women & Co., Citi   January 2009 - October 2010
Women & Co., Citi   October 2006 - January 2009
Smith Barney  November 2005 - October 2006
Merrill Lynch  April 2001 - November 2005
Salomon Smith Barney   July 1999 - April 2001

Skills
Recruiting, Social Media, Cross-functional Team..., Employer Branding, Sourcing, Talent Management, Recruitment Advertising, Salesforce.com, Relationship Cultivation, New Business Development, Advisor, Relationship Management, Temporary Placement, Marketing Communications, Business Planning, Awesomeness, Sales, Recruitment Technology, Staffing Industry, Creative Sourcing, Consultative Selling, Selling, Talent Acquisition, Spreadsheets, Microsoft Excel, Hugs, CRM, Account Management

Education
Rutgers University-New Brunswick   1993 — 1997
BA, Psychology

Columbia University in the City of New York   1998 — 1999
master's coursework in Social Work

Chicago School of Professional Psychology   2004 — 2005
doctoral coursework in Clinical Psychology

Ted Sweeney Ted Sweeney Encinitas, California Details
Ted Sweeney's Salomon Smith Barney Experience 2001 - 2002
Job Founder & CEO at Moonlight Trading
Industry Investment Management
Experience
Moonlight Trading   November 2014 - Present
Robert W. Baird & Co.   September 2008 - October 2014
Merrill Lynch  May 2006 - September 2008
Bernstein Investment Research and Management  February 2003 - January 2006
Merrill Lynch  January 2002 - May 2002
Salomon Smith Barney   2001 - 2002

Education
Villanova University   2000 — 2002
BS, Economics

College of the Holy Cross   1998 — 1999
Economics

Chip Rollinson Chip Rollinson Greater Boston Area Details
Chip Rollinson's Salomon Smith Barney Experience July 1999 - July 2000
Job
Industry Primary/Secondary Education
Experience
Buckingham Browne & Nichols School  July 2015 - Present
Buckingham Browne & Nichols School  September 2005 - Present
Beaver Country Day School  September 2000 - August 2004
Salomon Smith Barney   July 1999 - July 2000
The Peck School  September 1995 - August 1999
H.T.R.A. Day Camp   July 1990 - August 1992

Skills
Algebra, Tutoring, Geometry, Teaching, Curriculum Design, Calculus, Pre-Calculus, Educational Leadership, Classroom, Curriculum Development, Educational Technology, Lesson Planning, Secondary Education, Statistics, K-12, Technology Integration, Teacher Training, Mathematics

Education
Harvard University Graduate School of Education   2004 — 2005
Master’s Degree

Cornell University   1991 — 1995
BA

Institut catholique de Paris   1994 — 1994

Université Denis Diderot (Paris VII)   1994 — 1994

Morristown-Beard School   1987 — 1991

Harding Township School   1978 — 1987

Kathleen Peace CFA CFP CDFA Kathleen Peace CFA CFP CDFA Toronto, Canada Area Details
Kathleen Peace CFA CFP CDFA's Salomon Smith Barney Experience 1999 - 2003
Job Partner, Senior Financial Consultant
Industry Financial Services
Experience
Woodgate Financial Inc.   September 2004 - Present
Advisor's Edge Magazine   October 2010 - June 2013
Salomon Smith Barney   1999 - 2003
CIBC World Markets  1996 - 1999
CIBC World Markets  1993 - 1996

Education
Dalhousie University   1993 — 1996
BA

St. Clement's School   1987 — 1993

John Ross Robertson   1981 — 1987

Jaime Torres Jaime Torres Hackensack, New Jersey Details
Jaime Torres's Salomon Smith Barney Experience May 2000 - September 2002
Job Senior Executive Assistant for the Citi Chief Information Security Officer
Industry Financial Services
Experience
Citi Information Security   September 2012 - Present
Citi Operations & Technology   September 2007 - September 2012
Western Asset Management Company  September 2002 - September 2007
Salomon Smith Barney   May 2000 - September 2002
Competitive Media Reporting  January 1998 - May 2000

Skills
Microsoft Office, Concur, P2P, SharePoint, Visio, Blackberry, NEMS, Calendars, Spreadsheets, Travel Arrangements, Expense Reports, Executive Support, Confidentiality, Administrative Work, Office Administration, Office Management, Administrative..., Expense Management, PeopleSoft, Data Entry, Management, Customer Service, Administration, Administrative..., Microsoft Word, Outlook, Payroll, PowerPoint, Risk Management

Education
CUNY School of Professional Studies   2015 — 2018
Bachelor of Business Administration (BBA)

University of Phoenix   2007 — 2010
Business Administration and Management, General

CUNY Bronx Community College   1995 — 1998
Associate of Arts and Sciences (A.A.S.), Administrative Assistant and Secretarial Science, General

James P. O'Shea III James P. O'Shea III Greater New York City Area Details
James P. O'Shea III's Salomon Smith Barney Experience 1998 - 2002
Job Cybersecurity | Infrastructure | Architecture | Engineering | Financial Services | Hedge Funds | Strategy | Leadership
Industry Financial Services
Experience
RBC Capital Markets  2013 - Present
The Trading Show Chicago 2015, Presented by Terrapinn   June 2015 - June 2015
SecOps USA 2015 Conference, Presented by Financial Technologies Forum News   June 2015 - June 2015
Financial Technologies Forum Op Risk New York Conference 2014   November 2014 - November 2014
Global Macro Hedge Fund ($125bn AUM)   2011 - 2012
Credit Suisse  2009 - 2010
Citigroup  2006 - 2009
Citigroup  2002 - 2006
Salomon Smith Barney   1998 - 2002
Salomon Smith Barney   1996 - 1998

Skills
IT Strategy, Enterprise Architecture, Disaster Recovery, Risk Management, Data Center, Program Management, Strategy, Infrastructure, ITIL, Information Security, Security, Vendor Management, Trading Systems, Network Security, Governance, Mergers & Acquisitions, Investment Banking, IT Management, Unix, Business Analysis, Integration, Capital Markets, Strategic Planning, Information Security..., Management Consulting, Business Strategy, Virtualization, Executive Management, Process Improvement, Business Process..., Business Transformation, Banking, Hedge Funds, Enterprise Risk..., Operational Risk..., Solution Architecture, Business Continuity..., Analytics, Acquisition Integration, Due Diligence, Restructuring, Cross-functional Team..., Business Intelligence, Technology Management, Venture Capital, Mergers, Global Management, IT Financial Management, CISO, Cyber-security

Education
Columbia University - Columbia Business School
MBA, Global Executive Program w/London Business School

London Business School
MBA, Global Executive Program w/Columbia Business School

The University of Texas at Austin
BA, Computer Science

Riverdale Country School

St David's

Devraj Roy Devraj Roy New York, New York Details
Devraj Roy's Salomon Smith Barney Experience August 1998 - June 2000
Job Partner at Irving Place Capital
Industry Venture Capital & Private Equity
Experience
Irving Place Capital  August 2005 - Present
Parthenon Capital  July 2000 - June 2003
Salomon Smith Barney   August 1998 - June 2000

Skills
Private Equity, LBO, Mergers & Acquisitions, Due Diligence, Valuation, Business Strategy, Investment Banking, Financial Modeling, Investments, Corporate Finance, Management Consulting, Financial Analysis, Strategic Planning, Board of Directors, Communication Skills

Education
Columbia Business School   2003 — 2005
Master of Business Administration (MBA), Finance, General

Yale University   1995 — 1998
Bachelor of Arts (B.A.), Economics, Magna Cum Laude

Northwestern University   1994 — 1995
Bachelor of Arts (B.A.), Economics

Daniel Blanchard Daniel Blanchard United States Details
Daniel Blanchard's Salomon Smith Barney Experience 1998 - 2001
Job Director of Business Strategy at Agave Energy Company
Industry Oil & Energy
Experience
Agave Energy Company  April 2013 - Present
Pace Global Energy Services  October 2007 - April 2013
Pace Financial Services, LLC   December 2008 - October 2012
Self-employed  August 2003 - October 2007
Credit Suisse First Boston  April 2000 - September 2002
Salomon Smith Barney   1998 - 2001
Lehman Brothers  1995 - 1998
Dow Jones Newswires  1994 - 1995
Western Academy of Beijing  1993 - 1994

Skills
Financial Modeling, Due Diligence, Valuation, Mergers, Project Finance, Strategy, Energy, Renewable Energy, Investments, Equities, Finance, Natural Gas, Mergers & Acquisitions, Financial Analysis, Energy Industry, Equity Research, Commodity Markets, Private Equity, Management, Analysis, Business Strategy

Education
State University of New York College at Buffalo

State University of New York College at Buffalo

State University of New York at Buffalo
MBA, Finance

Columbia University - School of International and Public Affairs
Non-degree graduate level courses in energy project finance and development economics.

State University of New York College at Buffalo
BS / BA, Geology / Business

University of Notre Dame
Executive Leadership Program

Beijing Language Institute

Brian Leftwich Brian Leftwich Greater New York City Area Details
Brian Leftwich's Salomon Smith Barney Experience 1995 - 1998
Job Partner at MMX Management
Industry Financial Services
Experience
MMX Management LLC   October 2009 - Present
Citi  February 2007 - September 2009
Merrill Lynch  October 2005 - February 2007
Morgan Stanley  September 2000 - October 2005
Salomon Smith Barney   1995 - 1998

Skills
Asset Managment, Hedge Funds, Private Equity, Alternative Investments, Investment Banking, Investments, Venture Capital, Fund Of Funds, Asset Management, Capital Markets, Corporate Development, Investor Relations, Private Placements, Investment Management, Equities, Financial Modeling, Valuation

Education
Columbia University - Columbia Business School   1998 — 2000
MBA, Finance and Accounting

Princeton University   1991 — 1995
AB, Politics

Robert W. Haines Robert W. Haines Greater New York City Area Details
Robert W. Haines's Salomon Smith Barney Experience May 1995 - January 2002
Job Business Leader, Information Services at MasterCard Advisors
Industry Financial Services
Experience
MasterCard Advisors  March 2014 - Present
Research Sales Professional   September 2008 - March 2014
Equity Sales Trader   August 2003 - September 2008
Block Island Group LLC   January 2002 - August 2003
Salomon Smith Barney   May 1995 - January 2002

Skills
Account Management, Asset Management, Portfolio Management, Hedge Funds, Trading, Equities, Series 7, Investments, New Business Development, Asset Managment, Business Relationship..., Sales Research, Consultative Selling, Team Leadership, Customer Relations, Private Equity, Mutual Funds, Customer Service, Corporate Finance, Risk Management, Management, Financial Risk

Education
Colorado State University   1986 — 1990
BA

University of Cambridge   1990 — 1991

Cassius Henderson Cassius Henderson Greater Philadelphia Area Details
Cassius Henderson's Salomon Smith Barney Experience July 1994 - January 2013
Job Sr. Change Coordinator at Citigroup
Industry Financial Services
Experience
Citigroup  September 2004 - Present
Salomon Smith Barney   July 1994 - January 2013
Shearson Lehman Bros / American Express   February 1989 - June 1996
Shearson Lehman Bros/AMEX   September 1985 - January 1989
Shearson Lehman Bros  February 1985 - October 1986

Skills
ITIL v3 Foundations..., IT Service Management, SharePoint, Service Delivery, Customer Service, INFOMAN, Service Now, Test Scripts, Business Analysis, Requirements Gathering, Risk Management, Technical Support, Management, Information Technology, ITIL, IT Strategy, Enterprise Architecture, Data Center, Project Portfolio...

Education
Cornell University   1992 — 1994
Certificate, Labor and Industrial Relations

Boys and Girls High School   1979 — 1982
Diploma, Business/Office Automation/Technology/Data Entry

Holt Goddard Holt Goddard Greater New York City Area Details
Holt Goddard's Salomon Smith Barney Experience 2000 - 2001
Job
Industry Law Practice
Experience
White & Case  December 2011 - Present
Fried Frank  December 2010 - December 2011
Covenant Review  July 2009 - December 2010
Cravath, Swaine & Moore LLP   May 2005 - July 2009
Debevoise & Plimpton LLP  2001 - 2004
Salomon Smith Barney   2000 - 2001
Cravath, Swaine & Moore LLP   September 1995 - February 2000

Skills
Securities Regulation, Private Equity, Capital Markets, Corporate Governance, Securities, Venture Capital, Mergers, Corporate Law, Due Diligence, Cross-border..., Corporate Finance, Hedge Funds, Private Placements, Joint Ventures, Alternative Investments, Investment Banking, Equities

Education
Columbia University School of Law   1992 — 1995
JD

Yale University - Yale School of Management   1990 — 1992
MBA

University of Florida   1983 — 1988
B.S., Economics

Gregory Guerman Gregory Guerman Greater New York City Area Details
Gregory Guerman's Salomon Smith Barney Experience May 2008 - August 2008
Job Advertising Account Manager ESPN
Industry Marketing and Advertising
Experience
ESPN  November 2014 - Present
Adblade.com  October 2013 - November 2014
Patch.com  January 2012 - October 2013
Todd English Enterprises  November 2010 - December 2011
Vizion Agency   October 2010 - March 2011
Team Sports West   September 2009 - May 2010
University of Massachusetts Amherst  2006 - May 2010
Tenacity  May 2009 - August 2009
Salomon Smith Barney   May 2008 - August 2008
Mitt Romney for President  May 2007 - August 2007

Skills
Online Advertising, Sales, Marketing, Digital Marketing, Salesforce.com, Social Media, CRM, Marketing Strategy, Market Research, Networking, Online Marketing, Event Planning, Leadership, Social Media Marketing, Facebook, Advertising Sales, Cold Calling, New Business Development, Time Management, Social Networking, Sports Management, Russian, Entrepreneurship, Digital Media, Management, Sales Operations, Account Management, Sales Management, Public Speaking, Spanish-speaking, Lead Generation, Sales Presentations, Sports Marketing, B2B, B2C, Managing Agency..., Sales Process, Direct Sales, Microsoft Excel, PowerPoint, Analytics, Mobile Advertising, RTB, Content Marketing, Sponsorship Sales

Education
Columbia University in the City of New York   2015 — 2015
Course Assistant, Sports Management

Columbia University in the City of New York   2013 — 2015
Master’s Degree, Sports Management

University of Massachusetts, Amherst   2006 — 2010
Bachelor of Arts (BA), Sports Law and Marketing

Universitat Autònoma de Barcelona   2009 — 2009
Marketing, Spanish, Economics

Brookline High School   2002 — 2006

Danielle Maillette Danielle Maillette Madison, Wisconsin Details
Danielle Maillette's Salomon Smith Barney Experience April 1998 - February 2000
Job University Relations Specialist, University of WisconsinMadison
Industry Marketing and Advertising
Experience
University of Wisconsin-Madison  June 2010 - Present
The Options Insider   January 2010 - Present
Taproot Foundation  January 2010 - May 2010
AlixPartners  September 2008 - November 2009
Ernst & Young  May 2007 - September 2008
Chicago Board Options Exchange  February 2000 - May 2007
Salomon Smith Barney   April 1998 - February 2000
Deerfield Capital Management  1996 - 1998

Skills
Event Planning, Social Media, Public Speaking, Non-profits, Marketing Communications, PowerPoint, Research, Microsoft Excel, Project Management, Microsoft Office, Social Media Marketing, Editing, Public Relations, Marketing Strategy, Strategic Planning, Nonprofits, Market Research, Options, Management, Web Content, Web Marketing, Creative Writing, Brand Development, Newsletters, Proofreading, Proposal Writing, Event Management, Trade Shows, Creative Direction, Copywriting, Email Marketing, Corporate Communications, Press Releases, Marketing, Strategy, Advertising, Writing, Blogging, Business Development, Higher Education, Publications, Leadership, Budgets

Education
Cornell University   2014 — 2014
Certificate, Marketing

The University of Chicago   2004 — 2009
Master's, Liberal Arts

The University of Kansas   1991 — 1995
B.A., French, English

Rosary H.S.   1984 — 1988

Violet Prokopek Violet Prokopek Greater Chicago Area Details
Violet Prokopek's Salomon Smith Barney Experience October 2007 - November 2009
Job Senior Analyst Sears Women's Seasonal Footwear at Sears Holdings Corporation
Industry Retail
Experience
Starbucks  August 2014 - Present
Sears Holdings Corporation  June 2013 - August 2014
Sears Holdings Corporation  June 2011 - May 2013
Sears Holdings Corporation  October 2009 - May 2011
Salomon Smith Barney   October 2007 - November 2009

Skills
Forecasting, Financial Analysis

Education
DePaul University   2005 — 2009
Finance

Christina Esposito Christina Esposito Greater New York City Area Details
Christina Esposito's Salomon Smith Barney Experience May 2006 - August 2006
Job Analyst at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management  November 2013 - Present
Sentinel Investments  April 2013 - September 2013
FactSet Research Systems  September 2010 - March 2013
Hess Corporation  July 2008 - September 2010
John Wiley and Sons  May 2007 - August 2007
Salomon Smith Barney   May 2006 - August 2006

Skills
FactSet, Analysis, Business Analysis, Risk Management, Due Diligence, Corporate Finance, Analytics, Finance, Market Research, Customer Service, Business Strategy, CRM, Strategy

Education
Cornell University   2004 — 2008
B.S., Policy Analysis and Management

Lynbrook High School   2000 — 2004

Karim Rajani Karim Rajani Vancouver, Canada Area Details
Karim Rajani's Salomon Smith Barney Experience January 1997 - December 1999
Job CEO at The Oxbridge Group
Industry Venture Capital & Private Equity
Experience
The Oxbridge Group   Investment BankerRothschildJanuary 1993 - December 2003
Salomon Smith Barney   January 1997 - December 1999

Skills
Real Estate, Healthcare, Capital Formation, Capital Raising, LBO, Deal Sourcing, Capital Structure, M&A experience, Funding, Start-ups, Capital, Corporate Development, Joint Ventures, Valuation, Hedge Funds, Investor Relations, Investments, Business Planning, Due Diligence, Commodity, Divestitures, Leadership, Banking, Equities, Private Equity, Investment Properties, Asset Management, Structured Finance, Emerging Markets, Entrepreneurship, Creative Financing, Project Finance, Restructuring, Acquisitions, Business Valuation, Alternative Investments, Problem Solving, Angel Investing, Corporate Finance, Debt Restructuring, International Business, Mergers, Investment Banking, Leveraged Finance, Financial Modeling, Professionals, Investment Strategies, Cleantech, Capital Markets, Finance

Education
Columbia Law School   1992 — 1994
Juris Doctor, Law

University of Oxford   1989 — 1991
Law, contracts, torts, criminal, procecedure, administrative law, international law, corporate law

McGill University   1985 — 1989
BA, international relations

Tenisha Celestin Tenisha Celestin Greater New York City Area Details
Tenisha Celestin's Salomon Smith Barney Experience July 2001 - September 2002
Job Financial Services Professional
Industry Financial Services
Experience
Sikorsky Aircraft - K force contractor   May 2010 - September 2010
GE Capital  March 2008 - November 2008
Advanced Computers Inc   September 2006 - March 2008
American Home Mortgage  April 2004 - August 2006
Washington Mutual Bank  June 2003 - March 2004
Salomon Smith Barney   July 2001 - September 2002

Education
St.John's University   1998 — 2003
B.S, Finance, Micro-Computer Systems

Dowling College
MS, Business Administration, Management

Cary Hayes Cary Hayes San Francisco Bay Area Details
Cary Hayes's Salomon Smith Barney Experience 2000 - 2004
Job Vice President Of Sales & Marketing at Pristine Sun LLC
Industry Renewables & Environment
Experience
Pristine Sun LLC  June 2014 - Present
REC Solar  January 2011 - May 2014
REC Solar  January 2009 - January 2011
REC Solar  January 2007 - January 2009
REC Solar  April 2006 - January 2007
Salomon Smith Barney   2000 - 2004

Skills
Solar Energy, Leadership Development, Strategic Partnerships, Energy, Renewable Energy, Energy Efficiency, Sustainability, Business Development, Strategy, Sales, Entrepreneurship, Sales Management, Contract Negotiation, Energy Management, Leadership, Project Management, Solar PV, Networking, Energy Conservation, Photovoltaics, Management, Marketing, Selling, Social Media, Strategic Planning, Cleantech, New Business Development, Sustainable Energy, Marketing Strategy, Business Strategy, Proposal Writing, Alternative Energy, Start-ups

Education
Solar Energy International (SEI)   2003 — 2003
Solar Energy Technology/Technician

Colorado State University   1988 — 1993
Bachelor of Arts (BA), History

New Trier High School   1984 — 1988

David Amsellem David Amsellem Greater New York City Area Details
David Amsellem's Salomon Smith Barney Experience July 1998 - July 2000
Job Managing Director, Senior Analyst at Piper Jaffray
Industry Pharmaceuticals
Experience
Piper Jaffray  September 2008 - Present
FBR  October 2006 - July 2008
FBR  July 2003 - October 2006
Prudential Vector Healthcare   July 2000 - April 2003
Salomon Smith Barney   July 1998 - July 2000

Skills
Equity Research, Financial Modeling, Valuation, Pharmaceutical Industry, Investments

Education
Cornell University   1994 — 1998
BS

Charlie Campiglia Charlie Campiglia Columbus, Ohio Area Details
Charlie Campiglia's Salomon Smith Barney Experience May 1998 - December 2003
Job Executive Director, Technology at JPMorganChase
Industry Information Technology and Services
Experience
JPMorgan Chase  February 2012 - Present
JPMorgan Chase  January 2003 - February 2012
Salomon Smith Barney   May 1998 - December 2003
JPI America   January 1995 - May 1998

Skills
SQL, ITIL, Disaster Recovery, JavaScript, Requirements Analysis, Management, Business Analysis, Project Management, SDLC, Software Development, Testing, Process Improvement, Team Leadership, HTML, Vendor Management

Education
Dowling College   1991 — 1995
BS, Aviation and Business Management

Chubb Institute

Otto Chan Otto Chan Toronto, Canada Area Details
Otto Chan's Salomon Smith Barney Experience 1995 - 2000
Job Senior Vice President Global Technology Infrastructure
Industry Financial Services
Experience
RBC  January 2012 - Present
Citi  March 2011 - December 2011
Citi  June 2008 - March 2011
Citi  October 2005 - June 2008
Citigroup  2003 - 2005
Metromedia Fiber Networks  2000 - 2002
Salomon Smith Barney   1995 - 2000
JP Morgan & Co.   1993 - 1995
American Express  1990 - 1993
Citibank  1985 - 1990

Skills
Risk Management, Vendor Management, Capital Markets, Fixed Income, Portfolio Management, Investment Banking, Financial Services, Equities, Banking, Trading Systems, Financial Risk, Electronic Trading, Derivatives, IT Strategy, Mergers, IT Infrastructure..., Infrastructure, CIOs, Network Engineering, Network Architecture, Computer Network..., Information Security, Asset Managment, Trading, ITIL, Mergers & Acquisitions, IT Management, Governance, Asset Management, Disaster Recovery, Enterprise Software, Data Center, Information Security..., Outsourcing, Strategy, Management

Education
Columbia University   2007 — 2007
CIO Institute

Stanford University Graduate School of Business   2000 — 2000
Exec Education Program, Information Technology Strategy

New York University - Leonard N. Stern School of Business   1992 — 1995
MBA, Finance / Information Systems

New York University - Leonard N. Stern School of Business   1987 — 1990
BS, Information Systems / Int'l Business

Stuyvesant High School   1981 — 1984

Peter Gingold Peter Gingold Greater New York City Area Details
Peter Gingold's Salomon Smith Barney Experience January 1997 - July 1999
Job Managing Director at Angelo, Gordon & Co.
Industry Investment Management
Experience
Angelo, Gordon & Co.   February 2014 - Present
Angelo, Gordon & Co.   February 2011 - February 2014
Angelo, Gordon and Co.   May 2007 - February 2011
George Weston Bakeries  July 2005 - September 2006
George Weston Bakeries  June 2003 - July 2005
Salomon Smith Barney   January 1997 - July 1999

Skills
Fixed Income, Credit, Financial Modeling

Education
Columbia University - Columbia Business School   2002 — 2003
M.B.A

Cornell University   1993 — 1996
B.S.

Saurabh Agnihotri Saurabh Agnihotri Greater New York City Area Details
Saurabh Agnihotri's Salomon Smith Barney Experience 1996 - 1998
Job Principal Corporate Advisory and Investments at ROFGAM
Industry Capital Markets
Experience
ROFGAM   August 2010 - Present
Morgan Stanley  March 2008 - July 2010
Deutsche Bank  February 2006 - February 2008
Deutsche Banc Alex. Brown  1998 - 2008
Deutsche Bank  September 1998 - February 2006
Salomon Smith Barney   1996 - 1998
Salomon Brothers  1996 - 1998

Skills
Investment Banking, Private Equity, Equities, Mergers & Acquisitions, Hedge Funds, Finance, Leveraged Finance, Valuation, Structured Finance, Strategy, Portfolio Management, Financial Modeling, Mergers, Corporate Law, Capital Markets, Derivatives, Fixed Income, Financial Structuring, Corporate Finance, Cash Flow, Equity Derivatives

Education
Columbia University in the City of New York   1993 — 1996
MS, Mineral Engineering & Chemical Metallurgy

Indian Institute of Technology, Kanpur   1989 — 1993
B. Tech, MME

Judy Chin Wong Judy Chin Wong Greater New York City Area Details
Judy Chin Wong's Salomon Smith Barney Experience 1996 - 1998
Job
Industry Staffing and Recruiting
Experience
Gartner  August 2010 - Present
Related Companies  2008 - 2010
Spencer Stuart  1999 - 2007
Salomon Smith Barney   1996 - 1998
Credit Suisse First Boston  1992 - 1994

Skills
Leadership Development, Performance Management, Organizational..., Global Recruiting, Corporate Recruiting, Global Talent..., Talent Acquisition, Real Estate, Technology Recruitment, Executive Search, CIOs, Talent Management

Education
Columbia University - Columbia Business School   1994 — 1996
MBA, Finance, General

Massachusetts Institute of Technology   1988 — 1992
BS, Economics

Hunter College High School

Gilbert Ong Gilbert Ong Greater New York City Area Details
Gilbert Ong's Salomon Smith Barney Experience July 1999 - September 2001
Job
Industry Capital Markets
Experience
MSCI  April 2011 - Present
Platinum Partners Value Arbitrage   October 2009 - April 2011
CIBC World Markets  January 2006 - May 2007
Fitch Ratings  February 2004 - December 2005
OCBC Asset Management   September 2003 - February 2004
UOB Asset Management   September 2002 - August 2003
Salomon Smith Barney   July 1999 - September 2001
Singapore Armed Forces  1993 - 1996

Skills
Equities, Structuring, Equity Derivatives, Credit Analysis, Capital Markets, Hedge Funds, Credit, FX, Commodities, Credit Derivatives, Origination, Valuation, Structured Products, Structured Finance, Debt, Options, Trading, Asset Management, Securitization, Mezzanine, Portfolio Management, Volatility, Exotic Derivatives, Equity Trading, Leveraged Finance, Bloomberg, FX Options, Arbitrage, Investments, Financial Markets, Trading Systems, Derivatives, Securities, RiskMetrics, Risk Management, Financial Structuring, Quantitative Finance, Alternative Investments, Emerging Markets, Commodity, Fixed Income, Credit Risk, Fund Of Funds, CDO, Market Risk, Mutual Funds, Finance, Investment Banking, Interest Rate..., Hedging

Education
The University of Chicago - Booth School of Business   2007 — 2009
MBA

CFA Institute
CFA

Columbia University in the City of New York   2001 — 2002
MA

Nanyang Technological University   1996 — 1999
BAcc

Informatics Computer School / Oxford University Delegacy of Local Exams   1994 — 1996
Advanced Diploma (Part Time)

Victoria Junior College   1992 — 1993
GCE A Levels

St Joseph's Institution
GCE O Levels

Justin Evans Justin Evans San Francisco Bay Area Details
Justin Evans's Salomon Smith Barney Experience 1996 - 1996
Job Barclays Capital: Financial Institutions Group
Industry Investment Banking
Experience
RBC Capital Markets  July 2010 - May 2015
Belvedere Capital Partners   July 2005 - July 2010
Chinasource Investment Partners   September 2002 - April 2003
J.P. Morgan   August 1999 - June 2002
Chase H&Q   2000 - 2001
Hambrecht & Quist  1999 - 2000
Salomon Smith Barney   1996 - 1996

Skills
Financial Analysis, Finance, Corporate Development, Private Equity, Private Placements, Investments, Capital Markets, Investment Banking, Equity Research, Start-ups, Emerging Markets, Mergers, Financial Modeling, Business Development, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Equities, Valuation, Investor Relations, Business Strategy, Asset Management, Due Diligence, Hedge Funds, M&A experience, Alternative Investments, Venture Capital, Entrepreneurship, LBO, Competitive Analysis, Strategy, IPO, Financial Services

Education
Stanford Graduate School of Business   2003 — 2005
MBA, Global Management Program

Stanford University   2003 — 2005
MBA, Global Management Program

Dartmouth College   1995 — 1999
BA, Computer Science & Economics

Torrey Pines High School   1992 — 1995

Steven Choi, SPHR, SHRM-SCP Steven Choi, SPHR, SHRM-SCP Greater New York City Area Details
Steven Choi, SPHR, SHRM-SCP's Salomon Smith Barney Experience 1994 - 1998
Job Director, Operations (HR) at NYC School Construction Authority
Industry Human Resources
Experience
NYC School Construction Authority  2008 - Present
Deloitte Consulting LLP  2007 - 2008
Educasia Networks   2000 - 2007
Salomon Smith Barney   1994 - 1998

Skills
Talent Management, Leadership Development, Human Resource..., Strategic Management, Entrepreneurship, Workforce Planning and..., Human Resource..., Organization Development, Organizational..., Business Strategy, HRIS, Training, Human Resources, Succession Planning, Onboarding, Program Management, Performance Management, Management, Talent Acquisition, Leadership, Recruiting, Project Management, Strategic Planning, Strategic HR, Mergers & Acquisitions, Temporary Placement

Education
Harvard Business School   1998 — 2000
MBA, Organizational Behavior

Dartmouth College   1990 — 1994
BA, Economics

Auburn High School   1986 — 1990
NYS Regents Diploma

Marian Ekweogwu Marian Ekweogwu Greater New York City Area Details
Marian Ekweogwu's Salomon Smith Barney Experience January 2000 - September 2002
Job Jill of Many Trades; Bachelor of Arts in English
Industry Design
Experience
Two Seven Inc.   August 2010 - Present
GraphicFable   January 2000 - Present
US Bureau of Land Management  April 2009 - August 2009
PROFS, Inc.   September 2007 - August 2008
Digicel USA LLC   May 2006 - January 2007
New York City Civilian Complaint Review Board  February 2005 - February 2006
Columbia University - NSOP   September 2002 - December 2004
Salomon Smith Barney   January 2000 - September 2002

Skills
Art Handling, Carpentry, On-site Installation, Clean Class D Driver's..., Inventory Management, Editing, Proofreading, Research, Fact checking, Office Administration, Mac OS, Windows OS, Type 60 wpm, Microsoft Office Suite, OpenOffice Suite, Graphic Design, Adobe Creative Suite, GNU Image Manipulation..., Basic HTML, Non-profits, Mediation, Purchasing, Basic Bookkeeping, Peer Counseling, Photography, Microsoft Office, Fact-checking, Open Office, Windows

Education
Brooklyn Woods   2010 — 2010
Certificate of Completion, Cabinetmaking & Woodworking

Columbia University in the City of New York   2001 — 2005
BA, English Language and Literature/Letters

Hattie O'Neill Bollerman Hattie O'Neill Bollerman Greater New York City Area Details
Hattie O'Neill Bollerman's Salomon Smith Barney Experience 1997 - 2001
Job Consultant at Templar Advisors
Industry Management Consulting
Experience
Templar Advisors   2014 - Present
Speakeasy Inc.  2008 - January 2013
Bell Oaks   2006 - 2008
Park Cities Presbyterian Church  July 2004 - September 2006
Salomon Smith Barney   1997 - 2001
The Two River Times  January 1996 - May 1997

Skills
Coaching, Executive Search, Consulting, Public Speaking, Strategic Planning, Executive Coaching, New Business Development, Sales, Team Building, Leadership Development, Account Management, Training, Business Development, Marketing, Recruiting, Strategic Partnerships, Strategy

Education
Dallas Theological Seminary   1999 — 2004
MABC, Counseling, Theology

Furman University   1991 — 1995
BA, English, French

Institute of European Studies, Versailles   1993 — 1993
Bachelor of Arts, French Litterature, Grammar, Culture and Architecture

Korrey Henderson Korrey Henderson Greater New York City Area Details
Korrey Henderson's Salomon Smith Barney Experience August 2000 - October 2002
Job Trader at Schottenfeld Group LLC
Industry Capital Markets
Experience
Schottenfeld Group  September 2008 - Present
Schottenfeld Group LCC-Proprietary Trading   August 2001 - Present
Salomon Smith Barney   August 2000 - October 2002
Salomon Smith Barney   August 2000 - August 2001
Merrill Lynch  June 1996 - September 1998
Merrill Lynch & Co  June 1996 - September 1998
Merrill Lynch  June 1996 - August 1998

Skills
Strategic Financial...

Education
Columbia University - Columbia Business School   1998 — 2000
MBA

Georgetown University   1992 — 1996
BS

Columbia University, Graduate School of Business
MBA

Georgetown University
Bachelor of Science

Jerome Kim Jerome Kim Greater New York City Area Details
Jerome Kim's Salomon Smith Barney Experience 2002 - 2003
Job Associate Healthcare at BMO Capital Markets
Industry Investment Banking
Experience
Starbucks  2014 - Present
BMO Capital Markets  2011 - 2013
BMO Capital Markets  2008 - 2011
BMO Capital Markets  May 2007 - August 2007
ACCION New York  2005 - 2006
Peace Corps  2003 - 2005
Salomon Smith Barney   2002 - 2003

Skills
Financial Modeling, Private Equity, Valuation, Corporate Development, Corporate Finance, Due Diligence

Education
Columbia University - Columbia Business School   2006 — 2008
Master of Business Administration (MBA), Corporate Finance

Willamette University
BA, Economics & Spanish

Shaun Parvez Shaun Parvez New York, New York Details
Shaun Parvez's Salomon Smith Barney Experience 1999 - 2000
Job President at SK E&S Americas
Industry Executive Office
Experience
SK E&S Americas / SK Holdings   April 2009 - Present
Cowen and Company, LLC  January 2004 - April 2009
Cowen and Company, LLC  January 2004 - April 2009
Banc of America Securities  2000 - 2002
Salomon Smith Barney   1999 - 2000
JPMorgan Chase  1998 - 1999
Johnson Controls, Inc.   June 1991 - May 1996

Skills
Corporate Development, Financial Modeling, Valuation, Venture Capital, Investment Banking, Mergers & Acquisitions, Corporate Finance, Private Equity, Renewable Energy, Equity Research, Investments, Portfolio Management, Equities, Asset Management, Due Diligence

Education
Yale University - Yale School of Management   1996 — 1998
MBA

New York University - Polytechnic School of Engineering   1987 — 1992
BS

Columbia University in the City of New York   1989 — 1991

Bronx H.S. of Science   1984 — 1987

Life

Life

Charles Rhyee Charles Rhyee Greater New York City Area Details
Charles Rhyee's Salomon Smith Barney Experience August 1999 - September 2003
Job Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co.   November 2006 - Present
Credit Suisse  April 2005 - November 2006
Schwab Soundview Capital Markets  October 2003 - November 2004
Salomon Smith Barney   August 1999 - September 2003

Education
Columbia University in the City of New York   1991 — 1996

Jason Look Jason Look Greater New York City Area Details
Jason Look's Salomon Smith Barney Experience May 1997 - April 2000
Job Programmer at OchZiff Capital Management
Industry Computer Software
Experience
Och Ziff Capital Management  May 2007 - Present
Lehman Brothers  April 2000 - May 2007
Salomon Smith Barney   May 1997 - April 2000

Education
Columbia University in the City of New York   1994 — 1998

Richard Holohan Richard Holohan Washington D.C. Metro Area Details
Richard Holohan's Salomon Smith Barney Experience 1997 - 2005
Job Managing Director at Logistics Capital & Strategy
Industry Management Consulting
Experience
Logistics Capital & Strategy   January 2011 - Present
MergeGlobal   2005 - 2011
Salomon Brothers  1997 - 2005
Salomon Smith Barney   1997 - 2005
Brown Brothers Harriman  1996 - 1997
Brown Brothers Harriman  1996 - 1997
Brown Brothers Harriman  1996 - 1997

Skills
Mergers, Business Strategy, Financial Modeling, Private Equity, Corporate Finance, Strategic Planning, Restructuring, Equity Research, Valuation, Mergers & Acquisitions, Equities, Due Diligence, Financial Analysis, Strategy, Investments, Emerging Markets, Investment Banking

Education
Dickinson College   1992 — 1996
Bachelor of Arts (BA), Economics

St. David's School   1980 — 1988

Richie Pascual Richie Pascual Houston, Texas Details
Richie Pascual's Salomon Smith Barney Experience July 1997 - October 1998
Job Network Engineer at Cameron
Industry Computer Networking
Experience
Cameron  October 2012 - Present
BGC Partners  December 1999 - October 2012
Cantor Fitzgerald  October 1998 - December 1999
Salomon Smith Barney   July 1997 - October 1998
DDB Needham  October 1996 - July 1997
Davis Polk & Wardwell  June 1993 - April 1996

Skills
Cisco Routers, Cisco Switches, Cisco Firewalls, Juniper Routers, Juniper Switches, Cisco Wireless, Routing Protocols, Juniper, VPN, ASA, Routers, Data Center, Switches, Riverbed, Firewalls, Cisco Technologies, Security, Network Design, Network Administration, Networking, Troubleshooting, PIX, Network Engineering, Juniper Technologies, Cisco ASA

Education
New Jersey Institute of Technology   1998 — 2007

De La Salle University   1985 — 1989

Jason Eng Jason Eng Greater Los Angeles Area Details
Jason Eng's Salomon Smith Barney Experience 1998 - 1998
Job CEO & CoOwner of Just Jared Inc.
Industry Online Media
Experience
Just Jared Inc.   2007 - Present
Nikko Alternative Asset Management   2005 - 2007
FAM Global Investments - Hedge Funds   2001 - 2004
Goldman Sachs  1999 - 2001
Salomon Smith Barney   1998 - 1998

Education
Columbia University in the City of New York   1995 — 1999
BA, Economics

Stuyvesant High School   1991 — 1995

Barb Gluckman Barb Gluckman Boca Raton, Florida Details
Barb Gluckman's Salomon Smith Barney Experience October 1996 - November 2001
Job Stay at home mom currently looking for a "Work from Home" job!
Industry Marketing and Advertising
Experience
Draftfcb  June 2011 - March 2012
Medicus Life Brands, (Solomon   June 2010 - April 2011
Centron (CNS)   December 2007 - April 2010
Starwood Hotel & Resorts   October 2006 - October 2007
JP Morgan Fleming Asset Management   February 2002 - August 2006
Salomon Smith Barney   October 1996 - November 2001

Skills
Marketing, New Business Development, Digital Media, Brand Development, Marketing Communications, Creative Direction, Graphic Design, Digital Strategy, Pre-press, Digital Marketing, Management, Marketing Management, Concept Development, Online Advertising, Direct Marketing, Advertising, Integrated Marketing, Creative Strategy, Direct Mail, Social Media Marketing, Email Marketing

Education
Lafayette College
Bachelor of Arts, Art History / Art

Birch Wathen Lenox

Cornell University
Management Development

Horace Mann

JP MORGAN CHASE

Kim, Una Kim, Una Greater Boston Area Details
Kim, Una's Salomon Smith Barney Experience 1997 - 1999
Job Researcher in Organizational Behavior at Harvard Business School
Industry Human Resources
Experience
Africap   2002 - 2002
TD Capital  1999 - 2001
Salomon Smith Barney   1997 - 1999

Education
Harvard Business School   2004 — 2010
Phd, Organizational behavior

Harvard University   2004 — 2010
Phd, Sociology

Harvard University, John F. Kennedy School of Government   2001 — 2004
MPP, Public Policy

Harvard Business School   2001 — 2003

Cornell University - Johnson Graduate School of Management   1996 — 1997

Cornell University   1993 — 1997
BA, Asian Studies / College Scholar

Claudia Desimio Claudia Desimio Greater New York City Area Details
Claudia Desimio's Salomon Smith Barney Experience 1999 - 2001
Job Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas  March 2013 - Present
BNP Paribas  May 2009 - March 2013
BNP Paribas  January 2009 - May 2010
BNP Paribas  August 2005 - December 2009
Globix Corp  2001 - 2005
Salomon Smith Barney   1999 - 2001

Skills
Credit Analysis, Leveraged Finance, Middle Market, Ratings Advisory, Financial Planning, Financial Modeling, Strategy, Strategic Financial..., Restructuring, Private Equity, Mezzanine, Credit Risk, Credit, Capital Markets

Education
Columbia University in the City of New York   1995 — 1999

Pierre Nicolas Pierre Nicolas Greater New York City Area Details
Pierre Nicolas's Salomon Smith Barney Experience 1993 - 1995
Job Experienced Technology Executive
Industry Financial Services
Experience
Credit Suisse  August 2005 - September 2012
SG Cowen  2001 - 2005
Cowen and Company LLC  2001 - 2005
Columbia Business School  1997 - 1999
Deutsche Bank  1995 - 1997
Deutsche Bank Securities  1995 - 1997
Salomon Smith Barney   1993 - 1995
TCAM, LLC  1991 - 1993

Skills
Equities, Investment Banking, Fixed Income, Capital Markets, Derivatives, Valuation, Bloomberg, Hedge Funds, Financial Modeling, Portfolio Management, Investments, Options, Low Latency, Equity Trading, Trading Systems, Equity Research, Market Data, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Risk Management, Emerging Markets, Strategic Planning, Venture Capital, Financial Structuring, Strategy, Electronic Trading, Asset Management, Due Diligence, Swaps, Corporate Finance, Structured Finance, Bonds, Trading, Financial Markets, Financial Services, FX Options, Alternative Investments, Private Equity, Banking, Program Management, Series 7, Credit Derivatives, SDLC, Equity Derivatives, Vendor Management, Project Management, Sybase, Business Analysis, Structured Products

Education
Columbia University - Columbia Business School   1997 — 1999
MBA, Finance

New York University - Polytechnic School of Engineering   1993 — 1996
MS, Computer Science

New York University - Polytechnic School of Engineering   1986 — 1990
BS, Electrical Engineering

Nick Baughan Nick Baughan Greater Philadelphia Area Details
Nick Baughan's Salomon Smith Barney Experience 1996 - 1999
Job Managing Member at Marks Baughan & Co.
Industry Investment Banking
Experience
Pro Bono Net  June 2012 - Present
Marks Baughan & Co.   January 2004 - Present
Credit Suisse First Boston  2000 - 2003
Thomas Weisel Partners  1999 - 2000
Salomon Smith Barney   1996 - 1999
Bear Stearns  1994 - 1996

Skills
Non-profits, Mergers, Investment Banking, Corporate Finance, Venture Capital, Mergers & Acquisitions, Nonprofits, Finance, Start-ups, M&A experience, Management, Corporate Development, Private Placements, IPO, Business Strategy, Private Equity, Due Diligence, Capital Markets, Securities, Executive Management, Joint Ventures, Equities, Corporate Governance

Education
University of Pennsylvania - The Wharton School   1993 — 1995
MBA

Columbia University in the City of New York   1986 — 1990
BA, History

Sean Leister Sean Leister Greater New York City Area Details
Sean Leister's Salomon Smith Barney Experience March 1997 - July 2000
Job Assistant Superintendent for Business at Port Jefferson School District
Industry Education Management
Experience
Port Jefferson School District  September 2011 - Present
Massapequa UFSD   April 2010 - September 2011
Port Jefferson UFSD   June 2008 - April 2010
COUGHLIN FOUNDOTOS CULLEN & DANOWSKI   November 2007 - June 2008
DEUTSCHE BANK  October 2006 - February 2007
CREDIT SUISSE  July 2000 - October 2006
SALOMON SMITH BARNEY   March 1997 - July 2000
Army National Guard  May 1990 - April 2000
PRUDENTIAL SECURITIES  May 1995 - March 1997
MEENAN OIL CO   July 1992 - August 1994

Skills
Financial Analysis, Pivot Tables, Financial Reporting, Finance, Forecasting, Financial Modeling, Budgets, Management, Risk Management, Microsoft Excel, Accounting, Microsoft Office, Strategic Planning, Leadership, Process Improvement, Project Management, Training, Team Leadership, Financial Accounting

Education
Dowling College   2007 — 2009
SDBL, School District Business Leader Certification

Dowling College   2007 — 2008
MBA, Public Management

Siena College   1988 — 1992
BBA, Accounting

Vanessa Green Vanessa Green Greater New York City Area Details
Vanessa Green's Salomon Smith Barney Experience 1995 - 1999
Job Healthcare M&A
Industry Medical Devices
Experience
Quest Diagnostics  October 2009 - Present
CIBC World Markets  2005 - 2008
Cain Brothers  2004 - 2005
Harris Nesbitt Gerard   2001 - 2004
UBS  1999 - 2001
UBS Investment Bank  1999 - 2000
Salomon Smith Barney   1995 - 1999

Education
Columbia University - Columbia Business School   1993 — 1995
MBA, Finance

Tufts University   1985 — 1989
BA, Political Science

Felix Park Felix Park San Francisco, California Details
Felix Park's Salomon Smith Barney Experience July 1999 - June 2002
Job Gryphon Investors
Industry Venture Capital & Private Equity
Experience
Gryphon Investors  September 2004 - Present
Arlington Capital Partners  July 2002 - September 2004
Salomon Smith Barney   July 1999 - June 2002

Skills
Private Equity, Mergers, Corporate Development, Due Diligence, Financial Modeling, Investment Banking, Leveraged Finance, Start-ups, Valuation, Venture Capital, LBO, Acquisitions, Strategic Planning, Buyouts, Corporate Finance, Mergers & Acquisitions, Investments, Management

Education
Columbia University in the City of New York   1995 — 1999

Betsy (Elizabeth) Marks Betsy (Elizabeth) Marks Greater New York City Area Details
Betsy (Elizabeth) Marks's Salomon Smith Barney Experience 2001 - 2002
Job Attorney at Latham & Watkins
Industry Law Practice
Experience
Latham & Watkins  2006 - Present
New York Women's Bar Association Foundation   May 2013 - Present
The LongChamp Group   2002 - 2003
Salomon Smith Barney   2001 - 2002

Skills
Litigation, Commercial Litigation, Securities, Intellectual Property, Private Equity, Securities Regulation, Investor Relations

Education
University of California, Los Angeles - School of Law   2003 — 2006
J.D., Law

Cornell University   1997 — 2001
Bachelor of Arts, Psychology

Razvan Chiroiu Razvan Chiroiu Greater New York City Area Details
Razvan Chiroiu's Salomon Smith Barney Experience May 1994 - September 1997
Job Regulatory COO at Société Générale
Industry Financial Services
Experience
Société Générale   January 2014 - Present
Societe Generale  May 2008 - December 2013
Bank of America  August 2006 - May 2008
GFI Group  January 2001 - August 2006
BNP Paribas  July 1998 - July 2000
Salomon Smith Barney   May 1994 - September 1997

Skills
Licenses: Series 7, 63..., Trading, Electronic Trading, Fixed Income, Credit Derivatives, FX Options, Commodity, Strategy, Derivatives, Credit, Currency, Financial Risk, Economics

Education
Columbia University - Columbia Business School   1996 — 1998
MBA, Finance and International Business

Stevens Institute of Technology   1991 — 1994
B.E., Engineering Management

Scott Swenson Scott Swenson Burlington, Vermont Area Details
Scott Swenson's Salomon Smith Barney Experience January 1998 - June 2001
Job Investment Analyst at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments  June 2014 - Present
MAST Capital Management  November 2009 - August 2013
Bank of America  November 2008 - November 2009
Banc of America Securities  January 2007 - November 2008
Banc of America Securities  May 2003 - December 2006
Salomon Smith Barney   January 1998 - June 2001
Smith Barney  April 1996 - January 1998
Smith Barney  1996 - 1997

Skills
Hedge Funds, Capital Markets, Credit, Investments, Leveraged Finance, Loans, Private Equity

Education
Columbia University - Columbia Business School   2002 — 2003

Dartmouth College   1991 — 1995

Ilana Golant Ilana Golant Greater New York City Area Details
Ilana Golant's Salomon Smith Barney Experience 2001 - 2002
Job Senior Director, Strategy & Business Development, NBCUniversal News Group at NBCUniversal, Inc.
Industry Broadcast Media
Experience
NBCUniversal, Inc.   March 2014 - Present
CNBC  September 2011 - March 2014
US Department of Treasury  January 2011 - September 2011
Mayer Brown  October 2007 - January 2011
ABC News  2003 - 2006
The Century Foundation  2002 - 2003
Ogilvy PR  2002 - 2002
Salomon Smith Barney   2001 - 2002
Senator Hillary Rodham Clinton  2001 - 2002

Skills
Media Relations, Strategy, Editing, Legal Research, Public Policy, Journalism, Digital Media, Business Journalism, Global Business..., Public Relations, Press Releases, Policy, Strategic Communications, Intellectual Property

Education
New York University School of Law   2004 — 2007
JD

Columbia University in the City of New York   2000 — 2004
B.A., Political Science, History

The Dalton School   1994 — 2000

Daniela von Estorff Daniela von Estorff Washington D.C. Metro Area Details
Daniela von Estorff's Salomon Smith Barney Experience 1994 - 1995
Job Director, Consulting & Project Management Services at Marriott International
Industry Hospitality
Experience
Marriott International  November 1998 - Present
HCR ManorCare  1995 - 1998
Salomon Smith Barney   1994 - 1995
Christie's  1991 - 1992
The WEFA Group  1989 - 1991
American Express Bank  1983 - 1989

Skills
Business Transformation, Leadership, Marketing, Strategy, Hospitality, Budgets, Project Planning, Competitive Analysis, Strategic Partnerships, Strategic Planning, Revenue Analysis, Marketing Strategy, E-commerce, Forecasting

Education
Columbia University - Columbia Business School   1993 — 1994
Master of Business Administration (MBA), Marketing and Finance

Georgetown University   1981 — 1983
MSFS, International Affairs, Cum Laude

Wesleyan University   1977 — 1981
Bachelor of Arts (B.A.), French, Magna Cum Laude

Edward O'Brien, CFA Edward O'Brien, CFA Washington D.C. Metro Area Details
Edward O'Brien, CFA's Salomon Smith Barney Experience August 1998 - September 1999
Job Balance Sheet Management at Capital One
Industry Banking
Experience
Capital One  April 2014 - Present
Fannie Mae  August 2009 - April 2014
Washington Mutual  January 2003 - January 2009
Bear Stearns  September 1999 - January 2003
Salomon Smith Barney   August 1998 - September 1999
Loomis Sayles  1996 - 1998
Investors Bank & Trust  1995 - 1996

Skills
Asset Management, Banking, Bloomberg, Capital Markets, Credit Risk, Derivatives, Financial Modeling, Valuation, Risk Management, Portfolio Management, MBS, Fixed Income

Education
College of the Holy Cross   1991 — 1995

Anthony Scarnato Anthony Scarnato Philadelphia, Pennsylvania Details
Anthony Scarnato's Salomon Smith Barney Experience May 1999 - May 2002
Job AVP Senior Marketing Manager at Delaware Investments
Industry Financial Services
Experience
Delaware Investments  April 2005 - Present
McCann Erickson  November 2003 - February 2005
Universal McCann  May 2002 - November 2003
Salomon Smith Barney   May 1999 - May 2002

Skills
Digital Marketing, Marketing Communications, Marketing, Account Management, Financial Services, Investments, Project Management, Marketing Strategy, Marketing Management, Team Building, CRM, Direct Marketing

Education
Drexel University
Master of Business Administration (MBA), Marketing

Rutgers, The State University of New Jersey-Newark   1995 — 1999
Bachelor of Science, Finance

William Pinakiewicz William Pinakiewicz Boston, Massachusetts Details
William Pinakiewicz's Salomon Smith Barney Experience November 1997 - September 2000
Job Innovative notforprofit executive manager and strategist
Industry Nonprofit Organization Management
Experience
Nonprofit Finance Fund  February 2012 - Present
Nonprofit Finance Fund  July 2008 - February 2012
Berkshire Country Day School  April 2004 - June 2006
Citigroup Private Bank for Europe, the Middle East and Africa   September 2002 - June 2003
Schroder Salomon Smith Barney - Investment Banking Division for Europe, the Middle East and Africa   September 2000 - September 2002
Salomon Smith Barney   November 1997 - September 2000
Smith Barney  May 1984 - October 1997
The Green Vale School  September 1974 - June 1982

Skills
Start-ups, Non-profits, Mergers, Team Building, Nonprofits, Strategy, Mergers & Acquisitions, Marketing, Marketing Strategy, Public Speaking, Marketing Communications, Program Management, Investments

Education
Columbia University - Columbia Business School   1982 — 1984
M.B.A., Finance

Columbia University - Teacher's College   1980 — 1981
M.A., Educational Administration

Williams College   1968 — 1972
B.A., Psychology

Jeffrey Stammen, CFA Jeffrey Stammen, CFA Greater New York City Area Details
Jeffrey Stammen, CFA's Salomon Smith Barney Experience March 1998 - October 1999
Job Managing Director at Babson Capital Management, LLC
Industry Investment Management
Experience
Babson Capital Management  April 2009 - Present
Wells Fargo Securities  September 2006 - April 2009
Citigroup  April 2004 - September 2006
UBS Investment Bank  July 2003 - April 2004
Cornell University  August 2001 - May 2003
CIBC World Markets  October 1999 - August 2001
Salomon Smith Barney   March 1998 - October 1999
Smith Barney  March 1996 - March 1998
Northeastern University  January 1993 - March 1996

Skills
Alternative Investments, Hedge Funds, Structured Finance, Derivatives, Funding, Investments, Portfolio Management, Bonds, Capital Markets, Emerging Markets, Structured Products, Credit Derivatives, Interest Rate..., Swaps, Fixed Income, Securities

Education
Cornell University - Johnson Graduate School of Management   2001 — 2003
MBA, Finance

Miami University   1988 — 1992
Bachelor of Science, Business Finance

Sandra Alva Sandra Alva Chicago, Illinois Details
Sandra Alva's Salomon Smith Barney Experience November 2006 - April 2007
Job Sales Operations Manager
Industry Marketing and Advertising
Experience
Mosaic Sales Solutions  February 2015 - Present
Leo Burnett  September 2013 - February 2015
Leo Burnett  May 2010 - August 2013
Enlace Chicago  October 2008 - May 2010
Ativo Capital Management LLC  April 2008 - August 2008
Salomon Smith Barney   November 2006 - April 2007
Merrill Lynch  June 2006 - August 2006

Skills
Financial Analysis, Financial Reporting, Microsoft Office, Financial Modeling, Finance, Budgets, Strategic Planning, Accounting, Management, Microsoft Excel, Analysis, Forecasting, Cross Functional Team...

Education
DePaul University   2004 — 2009
Bachelor, Finance

Jaime A. Torres Jr. Jaime A. Torres Jr. United States Details
Jaime A. Torres Jr.'s Salomon Smith Barney Experience February 2001 - July 2007
Job Investment Advisory, Sales and Relationship Management
Industry Investment Management
Experience
RBC Wealth Management  July 2014 - August 2015
J.P. Morgan   October 2013 - July 2014
Deutsche Bank  July 2007 - November 2012
Salomon Smith Barney   February 2001 - July 2007
Ziff-Davis Publishing  1997 - 1999

Skills
Capital Markets, Fixed Income, Structured Products, Derivatives, Equities, Investment Banking, Bloomberg, FX Options, Hedge Funds, Portfolio Management, Series 7, Alternative Investments, Wealth Management, Banking, Private Banking, Emerging Markets, Asset Managment, Financial Modeling, Investments, Financial Markets, Asset Management, Bonds, Electronic Trading, Equity Derivatives, Investment Management, Investment Strategies, Securities, Trading, Trading Systems

Education
College of the Atlantic
Bachelor of Arts (B.A.), Human Ecology

Liza Garber Liza Garber Greater New York City Area Details
Liza Garber's Salomon Smith Barney Experience 1994 - 1998
Job Family Office Controller, King Street
Industry Investment Management
Experience
King Street Capital Management, L.P.   October 2012 - Present
Lyster Watson & Company   May 1999 - September 2012
Salomon Smith Barney   1994 - 1998
McKinsey & Company  1989 - 1993
Coopers & Lybrand  1988 - 1989

Skills
Hedge Funds, Equities, Finance, Financial Risk, Investment Advisory, Investments, Investor Relations, Risk Management, Strategic Financial..., Strategy, Valuation, Accounting, Auditing, Private Equity

Education
Columbia University - Columbia Business School   1993 — 1994
MBA, Finance

Lehigh University   1984 — 1988
BS IE, Industrial Engineering, cum laude

The University of Manchester   1986 — 1987
Junior Year Abroad, Engineering

Carlos Maymi Carlos Maymi Greater New York City Area Details
Carlos Maymi's Salomon Smith Barney Experience February 2000 - May 2001
Job Exam Manager at U.S. Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission  December 2011 - Present
U.S. Central Command   March 2010 - September 2011
National Security Agency  May 2008 - November 2009
Moody's Investors Service  September 2001 - December 2007
Salomon Smith Barney   February 2000 - May 2001
UBS Investment Bank  April 1996 - September 1999

Skills
Securitization, Credit Analysis, Risk Management, Analysis, Fixed Income, Capital Markets

Education
New York University - Leonard N. Stern School of Business   1997 — 2000
MBA, Finance

Cornell University   1986 — 2000
Bachelor of Arts, Mathematics

Universidad de Puerto Rico   1993 — 1996
Mathematics, Physics

Anthony Barletta Anthony Barletta Greater Atlanta Area Details
Anthony Barletta's Salomon Smith Barney Experience March 1999 - March 2000
Job Administrative & Consumer Services Expert
Industry Consumer Services
Experience
LIVENATION  March 2000 - Present
Salomon Smith Barney   March 1999 - March 2000

Skills
Data Entry, Event Planning, Public Speaking, Customer Service, Accounts Payable, Sales, Access, Accounting, Customer Satisfaction, Sales Operations, Microsoft Excel, Microsoft Word, Management, Social Media, WordPress Website..., Email Customers..., Facebook & Social Media...

Education
Dickinson College   1990 — 1994
BACHELOR'S, Political Science, 3.29 GPA

Alex Tang Alex Tang Greater New York City Area Details
Alex Tang's Salomon Smith Barney Experience May 2000 - July 2001
Job Director at Bank of America Merrill Lynch, Head of Credit and Mortgage Model Risk
Industry Financial Services
Experience
Bank of America Merrill Lynch  September 2013 - Present
Citi  September 2005 - September 2013
Credit Suisse  September 2004 - August 2005
UBS  2003 - 2004
Salomon Smith Barney   May 2000 - July 2001

Education
Columbia Business School   1994 — 2000
Doctor of Philosophy (Ph.D.), Finance

Greg Gruber Greg Gruber Charlotte, North Carolina Details
Greg Gruber's Salomon Smith Barney Experience June 1996 - June 1998
Job Director Wholesale Counterparty Credit Risk at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  June 2013 - Present
Barclays Bank PLC  May 2004 - May 2013
Dresdner Kleinwort Wasserstein  May 2001 - May 2004
Banc of America Securities  July 1998 - May 2001
Salomon Smith Barney   June 1996 - June 1998

Skills
Hedge Funds, Counterparty Risk, Credit Risk, Risk Management, Funding, Fixed Income, Derivatives, Capital Markets, Credit Derivatives, Market Risk, Structured Products, Investment Banking, Equity Derivatives, Structured Finance, Swaps, FX Options, Bloomberg, Securitization, Alternative Investments, Equities, Credit Analysis, Private Equity, Hedging, Credit, Prime Brokerage

Education
Columbia University - School of International and Public Affairs   1994 — 1996
Master of Arts (MA), Political Economy

Tufts University   1988 — 1992
Bachelor of Arts (BA), Political Science and Government

Mary Beth Poggi Mary Beth Poggi Richmond, Virginia Area Details
Mary Beth Poggi's Salomon Smith Barney Experience August 1993 - September 1996
Job Head of Research at Alpha Omega Wealth Management
Industry Financial Services
Experience
Alpha Omega Wealth Management   August 2013 - Present
Capital One  2010 - 2011
The Entrepreneur's Source  February 2003 - April 2007
Fi.Comm Investor Relations   August 1999 - February 2003
C.E. Unterberg, Towbin   September 1996 - June 1999
Salomon Smith Barney   August 1993 - September 1996

Skills
Analytics, Finance, Investments, Mergers & Acquisitions, Strategy, Leadership

Education
Columbia University - Columbia Business School   1991 — 1993
MBA, Finance

Cornell University   1983 — 1987
BS, Economics

Collegiate

Collegiate

Collegiate

Marianne Ceccarini Marianne Ceccarini Raleigh-Durham, North Carolina Area Details
Marianne Ceccarini's Salomon Smith Barney Experience September 1998 - April 2000
Job REALTOR at Coldwell Banker Howard Perry and Walston
Industry Real Estate
Experience
Coldwell Banker Howard Perry and Walston  August 2014 - Present
Keller Williams Cary   2012 - August 2014
Credit Suisse  August 2007 - April 2012
Credit Suisse  April 2000 - August 2007
Salomon Smith Barney   September 1998 - April 2000
Daiwa Securities  August 1994 - September 1998
Nomura Securities  1990 - 1994

Skills
Internal Controls, Banking, IFRS, Financial Analysis, Financial Reporting, Corporate Finance, Financial Control, Risk Management, Accounting, Private Equity, SOX, Due Diligence, Financial Accounting, Excel, Reconciliations, Essbase, MIS, Reconciliation, SEC reporting, Business Analysis, General Ledger, SEC filings, Financial Services, Internal Audit, Derivatives, Asset Management, Sarbanes-Oxley Act, Product Control, Hyperion Enterprise, Managerial Finance, Cash Management, Account Reconciliation, Investment Banking, Management, Mergers, Portfolio Management, Variance Analysis, PeopleSoft, Investments, Treasury, Auditing, Hedge Funds, Credit Risk, Financial Statements, Fixed Income, Forecasting, Financial Risk, Financial Audits, Capital Markets, Valuation

Education
University of North Carolina at Chapel Hill   2014 — 2014
Paralegal

Dowling College   1986 — 1990
Bachelor of Business Administration, Accounting

University of North Carolina at Chapel Hill

Leor (Lee) Amram Leor (Lee) Amram Greater New York City Area Details
Leor (Lee) Amram's Salomon Smith Barney Experience February 2000 - November 2002
Job Vice President, M&A at Tyco International
Industry Banking
Experience
Tyco International  May 2011 - Present
Tyco International  February 2003 - June 2011
Salomon Smith Barney   February 2000 - November 2002
Citigroup  2000 - 2002
Ernst & Young  July 1994 - December 2000

Skills
Mergers & Acquisitions, Corporate Finance, Investment Banking, Management, Financial Analysis, Strategy, Financial Modeling, Business Strategy, Due Diligence, Cross-functional Team...

Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.)

New York University - Leonard N. Stern School of Business
BS, Finance & Marketing

Harry Walters Harry Walters Greater New York City Area Details
Harry Walters's Salomon Smith Barney Experience 1997 - December 2001
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  January 2014 - Present
Morgan Stanley Smith Barney  June 2009 - January 2014
Citigroup Global Markets Inc.  December 2001 - May 2009
Salomon Smith Barney   1997 - December 2001
Smith Barney  1993 - 1997
Shearson Lehman  1989 - 1993
townley and updike   1983 - 1989
Fordham College   1976 - 1980

Skills
Securities, AML, Securities Regulation, Series 24, FINRA, Hedge Funds, Private Equity, Mergers & Acquisitions, Corporate Law, Series 7, Litigation, Corporate Governance, Capital Markets, Financial Services, Equities

Education
Columbia University School of Law   1980 — 1983
JD, Law

Fordham University   1976 — 1980
BA, Philosophy & Communications

Matthew Vetto Matthew Vetto Greater New York City Area Details
Matthew Vetto's Salomon Smith Barney Experience 1997 - 2005
Job Principal, Douglas C. Lane & Associates
Industry Investment Management
Experience
Douglas C. Lane & Associates   September 2005 - Present
Salomon Smith Barney   1997 - 2005
Citigroup  1997 - 2005
Citigroup Global Markets  1997 - 2005
Ernst & Young  1992 - 1995

Skills
Equity Research, Equities, Financial Modeling, Investments, Valuation, Mergers & Acquisitions, Asset Management, Investment Management, Financial Analysis

Education
Columbia University - Columbia Business School   1995 — 1997
MBA, Finance

University of Washington   1989 — 1992
BA, Business, Accounting

Western Washington University

Julie-Anne Collart Heafey Julie-Anne Collart Heafey San Francisco, California Details
Julie-Anne Collart Heafey's Salomon Smith Barney Experience February 1996 - December 1997
Job Management Consultant at J.C. Heafey Consulting
Industry Management Consulting
Experience
J.C. Heafey Consulting   2009 - Present
J.C. Heafey Consulting   2000 - 2004
The Parthenon Group  1999 - 2000
Salomon Smith Barney   February 1996 - December 1997
Salomon Smith Barney   April 1994 - February 1996
UGINE, SA (Division of Usinor Sacilor Steel)   September 1992 - July 1993

Education
Harvard Business School   1998 — 1999
Master of Business Administration (MBA)

Ecole polytechnique   1992 — 1993
Jean Monnet Fellowship

Dartmouth College   1989 — 1992
Bachelor of Arts (B.A.), History

Larry Marsh, CFA Larry Marsh, CFA Greater New York City Area Details
Larry Marsh, CFA's Salomon Smith Barney Experience 1996 - 1999
Job Executive Vice President, Chief Strategy Officer, New Market Development
Industry Financial Services
Experience
AmerisourceBergen  November 2012 - Present
AmerisourceBergen  November 2012 - Present
Barclays Capital  2008 - Present
Lehman Brothers  1999 - 2008
Salomon Smith Barney   1996 - 1999
Wheat First Butcher Singer  1983 - 1996

Education
Columbia University Mailman School of Public Health   2011 — 2013
Master of Public Health (M.P.H.), Health Policy

University of Richmond
BS

University of Richmond - Robins School of Business
MBA

Alex Medvedev Alex Medvedev Greater New York City Area Details
Alex Medvedev's Salomon Smith Barney Experience 1999 - 2000
Job Bank of America
Industry Financial Services
Experience
Bank of America  February 2013 - Present
Morgan Stanley Smith Barney  August 2010 - January 2013
UBS  May 2009 - August 2010
Morgan Stanley  November 2006 - 2009
Morgan Stanley  2000 - 2006
Salomon Smith Barney   1999 - 2000

Skills
Trading Systems, Firewalls, Electronic Trading, Equity Derivatives, Equities, Information Security, Derivatives, Equity Trading, Options, Load Balancing, Unix, Shell Scripting, Perl, Network Security, Integration, Technical Analysis, Data Center, IT Strategy, Infrastructure

Education
Columbia University in the City of New York   1992 — 1995
M.A., HIgh Energy Particle Physics

National Research Nuclear University (former Moscow Engineering Physics Institute)   1976 — 1982
MS, Experimental Nuclear Physics

444

444

444

444

James Lucci James Lucci Greater Chicago Area Details
James Lucci's Salomon Smith Barney Experience 2000 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
CIT  February 2005 - December 2008
Stifel Nicolaus  2003 - 2004
Salomon Smith Barney   2000 - 2002
Citigroup  2000 - 2002
Latham & Watkins  1992 - 1993

Education
University of Chicago Law School   1988 — 1990
JD, Law

Loyola University Chicago School of Law   1987 — 1988
JD, Law

College of the Holy Cross   1982 — 1986
BA, Economics

Michelle-Anne Spring Michelle-Anne Spring Greater Philadelphia Area Details
Michelle-Anne Spring's Salomon Smith Barney Experience 1999 - 2001
Job 5th Grade Teacher at Willingboro Public Schools
Industry Education Management
Experience
Willingboro Public Schools  September 2013 - Present
ge healthcare  2001 - 2009
salomon smith barney   1999 - 2001
chase manhattan bank  1995 - 1998

Skills
Administrative..., Outlook, Office Management, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Lotus Notes, Microsoft Word, Human Resources, Access, Process Improvement, Software Documentation, Project Management, Management, Leadership, Visio, Office Administration, Employee Relations, Administration, Staff Development, Administrative..., Nonprofits, Training, Public Speaking

Education
Walden University   2013 — 2016
Master of Education (MEd), Mathematics, 5-8

Columbia Southern University   2005 — 2009
Bachelor of Science (BS), Business Administration, Management and Operations

Marc Schneider Marc Schneider New York, New York Details
Marc Schneider's Salomon Smith Barney Experience March 1995 - March 1998
Job Managing Partner, BWT Professional Trading
Industry Capital Markets
Experience
BWT Professional Trading   October 2005 - Present
Refco  January 2003 - October 2005
Bank of America  November 1999 - January 2003
Rosenthal Collins Group  January 1999 - November 1999
Aubrey Lanston   March 1998 - December 1998
Salomon Smith Barney   March 1995 - March 1998
Kidder Peabody  July 1994 - December 1994

Skills
Trading, Equities, Investments, Portfolio Management, Derivatives, Capital Markets, Fixed Income, Risk Management, Financial Markets, Financial Analysis

Education
Columbia University - Columbia Business School   1992 — 1994
MBA, Finance

University of Virginia   1987 — 1991
Bachelor of Science (BS), Finance, General

Jonathan Nathanson Jonathan Nathanson Houston, Texas Details
Jonathan Nathanson's Salomon Smith Barney Experience 1996 - 2001
Job Senior Vice President Corporate Development at Boardwalk Pipeline Partners, LP
Industry Oil & Energy
Experience
Boardwalk Pipeline Partners, LP  February 2011 - Present
Loews Corporation  May 2001 - February 2011
Citigroup  1996 - 2001
Salomon Smith Barney   1996 - 2001
Wertheim Schroder  1989 - 1996
Judge Laurence H. Silberman, U.S. Court of Appeals for the D.C. Circuit   1985 - 1986

Skills
Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Development, Valuation, Venture Capital

Education
Columbia University - Columbia Business School   1988 — 1989
M.B.A., Finance

Harvard Law School   1982 — 1985
J.D.

University of Pennsylvania   1979 — 1982
B.A., International Relations

Thomas Dobesh Thomas Dobesh Greater New York City Area Details
Thomas Dobesh's Salomon Smith Barney Experience April 1997 - April 1999
Job Executive Director / Senior Analyst at Palmer Square Capital Management LLC
Industry Investment Management
Experience
Palmer Square Capital Management LLC  December 2014 - Present
Sound Point Capital   June 2010 - March 2014
Sandell Asset Management  June 2004 - December 2008
Mckinsey & Co  June 2003 - August 2003
Barnard & Co.   April 1999 - August 2001
Salomon Smith Barney   April 1997 - April 1999

Education
Columbia University - Columbia Business School   2002 — 2004
MBA, Finance, Economics

Northwestern University   1993 — 1996
BS, Chemical Engineering

University of Southern California   1992 — 1993

Nathan Schneiderman Nathan Schneiderman Los Angeles, California Details
Nathan Schneiderman's Salomon Smith Barney Experience 1997 - 1998
Job Senior Vice President, Market Strategies at Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities  December 2013 - Present
Roth Capital Partners  2005 - November 2013
Wedbush Securities  2000 - 2005
Silver Tree Capital   1998 - 1999
Credit Suisse  1998 - 1998
Salomon Smith Barney   1997 - 1998

Education
Columbia University - Columbia Business School   1995 — 1997
MBA, Finance

Duke University
BS, Computer Science, Political Science

Eliot Geller Eliot Geller Greater New York City Area Details
Eliot Geller's Salomon Smith Barney Experience 1998 - 2000
Job Managing Director; Commodity Product Manager at CoreCommodity Management, LLC
Industry Investment Management
Experience
CoreCommodity Management, LLC   2008 - Present
Jefferies & Company  2004 - 2008
Hellman & Friedman  2000 - 2002
Salomon Smith Barney   1998 - 2000

Education
Columbia University - Columbia Business School   2002 — 2004

University of Pennsylvania   1994 — 1998

John (Jake) Walsh John (Jake) Walsh Miami/Fort Lauderdale Area Details
John (Jake) Walsh's Salomon Smith Barney Experience 2008 - 2008
Job Account Executive at Aon Risk Solutions
Industry Financial Services
Experience
Aon Risk Solutions  2012 - Present
Aon Risk Services  June 2010 - December 2012
Safeway Insurance Company  2009 - 2009
Salomon Smith Barney   2008 - 2008

Skills
Commercial Insurance, Property & Casualty..., Insurance, Brokers, Liability, Risk Management, New Business Development, Salesforce.com, Account Management, General Insurance, Relationship Management, Financial Analysis, Financial Risk, Marketing Strategy, Mergers

Education
UF Hough Graduate School of Business   2015 — 2017
MBA Candidate

DePauw University   2006 — 2010
Bachelor of Arts (B.A.), Economics

August Roth August Roth United States Details
August Roth's Salomon Smith Barney Experience 2001 - 2003
Job Managing Partner at Hylas Capital Management
Industry Investment Management
Experience
Hylas Capital Management   PrincipalJANA Partners LLC2003 - 2009
Salomon Smith Barney   2001 - 2003

Education
Cornell University

Roy D. Mansell Roy D. Mansell Chicago, Illinois Details
Roy D. Mansell's Salomon Smith Barney Experience 2000 - 2001
Job Managing Director at Agra Risk Solutions, Inc.
Industry Investment Banking
Experience
Zero Emission Consulting   July 2015 - Present
Bandon River Capital   June 2015 - Present
Agra Risk Solutions Inc.   October 2014 - Present
One World Financial Partners   October 2013 - September 2014
RJM International LLC   July 2011 - January 2014
Guzman & Company  April 2005 - May 2012
Banc of America Securities  2003 - 2004
Wells Fargo Investments  2001 - 2003
Salomon Smith Barney   2000 - 2001
PaineWebber  1999 - 2000

Skills
Series 7, Series 24, Series 63, Series 65, series 79, MBS Certified, New York..., CFA Candidate, Economics, Capital Markets, Financial Advisory, Investment Management, Securities, Fixed Income, Institutional..., Financial Markets, Investment Banking, Bloomberg, Banking, Financial Institutions, Finance, Alternative Investments, Private Equity, Project Finance, Strategic Partnerships, Investor Relations, Financial Services, Investment Advisory, Commodity, Investments, Bonds

Education
DePaul University
BS, Finance

Florida Institute of Technology
Business

Kathy Ann Bamkefa Kathy Ann Bamkefa Oakland, California Details
Kathy Ann Bamkefa's Salomon Smith Barney Experience November 1990 - February 2002
Job Evangelist/Writer/Editor at WPE Ministries
Industry Writing and Editing
Experience
WPE Ministries   July 2003 - Present
Salomon Smith Barney   November 1990 - February 2002

Education
St Francois Girls College   1976 — 1984

CUNY Medgar Evers College

Nina Mclean Nina Mclean Greater New York City Area Details
Nina Mclean's Salomon Smith Barney Experience May 1998 - March 2002
Job Financial Control at Citi
Industry Financial Services
Experience
Citi  May 2008 - August 2010
CITICAPTIAL LEASING   May 2002 - April 2008
SALOMON SMITH BARNEY   May 1998 - March 2002
Associated Press/ENPS  July 1988 - May 1998

Education
D'Youville College   1981 — 1985
BA, Accounting

David Chun David Chun Greater Los Angeles Area Details
David Chun's Salomon Smith Barney Experience 2000 - 2002
Job Real Estate Private Equity at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management / Partners Group   2010 - Present
DLJ Real Estate Capital Partners / Credit Suisse   2006 - 2010
Morgan Stanley  June 2005 - August 2005
Trimark Ventures   2003 - 2004
Salomon Smith Barney   2000 - 2002

Skills
Investment Banking, Investments, Real Estate Economics, Valuation, Real Estate Private...

Education
Columbia University - Columbia Business School   2004 — 2006
MBA, Finance & Real Estate

University of California, Los Angeles   1995 — 2000
BA, Business Economics / Computer Science Specialization

Adam Matos Adam Matos Greater New York City Area Details
Adam Matos's Salomon Smith Barney Experience December 2000 - December 2002
Job Systems Administrator at Marcum LLP
Industry Financial Services
Experience
Marcum LLP  March 2011 - Present
Tullett Prebon  December 2007 - March 2011
Atlantic Tomorrow's Office  May 2007 - December 2007
United States Air Force  February 2003 - February 2007
Salomon Smith Barney   December 2000 - December 2002
The Beacon School  September 1998 - November 2000

Skills
Active Directory, Troubleshooting, WAN, Microsoft Office, Windows, Windows 7, DNS, DHCP, Security, Information Technology, Microsoft Exchange, McAfee, System Administration, Telecommunications, Team Building, Servers, Technical Support, VPN, Mac, IIS, BES, McAfee ePO, Ghost, Android, IronKey, WAP, Electrical Wiring, Cisco, VOIP, Wire Maintenance, Network Security, System Deployment, Citrix, Visio, Symantec Endpoint..., Integration, Technical Documentation, TCP/IP, LAN-WAN, Blackberry, Group Policy, McAfee DLP, Powershell, Data Center, Operating Systems, Software Documentation, SCCM, Hyper-V

Education
Keller Graduate School of Management of DeVry University   2012 — 2014
Master of Network and Communications Management, Network Management

DeVry University   2006 — 2011
Bachelor of Science in Technical Management, Technical Management

Sadie Thomas Sadie Thomas Oklahoma City, Oklahoma Details
Sadie Thomas's Salomon Smith Barney Experience July 2000 - March 2001
Job Mathematical Statistician
Industry Defense & Space
Experience
U.S. Department of the Navy   August 2006 - May 2012
University of West Florida  August 2003 - December 2006
Salomon Smith Barney   July 2000 - March 2001
The Fund for American Studies  June 1999 - August 1999

Skills
Statistics, SPSS, Data Analysis, Research, Teaching, Public Speaking, SAS, Analysis, Microsoft Excel, LaTeX, Statistical Modeling, R, Microsoft Office, PowerPoint, Data Mining, Process Improvement

Education
Ashtabula High School   1994 — 1996

Mayfield High School   1993 — 1994

Cornell University
Bachelor of Arts (B.A.), American Studies

University of Florida
Doctor of Philosophy (Ph.D.), Industrial and Systems Engineering

University of West Florida
Master of Science (M.Sc.), Mathematics and Statistics

John Sullivan IV John Sullivan IV Greater Milwaukee Area Details
John Sullivan IV's Salomon Smith Barney Experience January 2001 - October 2001
Job Financial Services Professional
Industry Financial Services
Experience
J.P. Morgan   November 2004 - July 2010
J.P. Morgan   November 2001 - October 2004
Salomon Smith Barney   January 2001 - October 2001
Salomon Smith Barney   May 2000 - December 2000
New York Mercantile Exchange  April 1999 - May 2000
Chicago Mercantile Exchange  October 1994 - April 1999
Chicago Mercantile Exchange  August 1989 - October 1994
Chicago Mercantile Exchange  December 1987 - August 1989

Skills
Trading, Hedge Funds

Education
DePaul University
Bachelor of Science, Finance

Robert Collins Robert Collins Greater New York City Area Details
Robert Collins's Salomon Smith Barney Experience 1998 - 1998
Job Managing Director Private Markets
Industry Investment Management
Experience
Partners Group  2005 - Present
Pfizer  2004 - 2004
UBS Warburg  1998 - 2003
Salomon Smith Barney   1998 - 1998

Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)

Tulane University

University of Cambridge

The Taft School

Saint David's School

Christopher Augustin Christopher Augustin Greater New York City Area Details
Christopher Augustin's Salomon Smith Barney Experience 1997 - 1999
Job Chief Information Officer First Data Corporation
Industry Financial Services
Experience
Marked Private LLC   November 2012 - May 2014
Javelin Capital Markets, LLC  September 2010 - November 2012
Bank of America  January 2009 - May 2010
Merrill Lynch  May 2008 - January 2009
V10 Financial, LLC   September 2007 - May 2008
Citi  February 2005 - June 2007
Citi  1999 - 2005
Salomon Smith Barney   1997 - 1999
Salomon Brothers  1986 - 1997
Chase  1985 - 1986

Education
NYU Stern School of Business
MBA, Finance

College of the Holy Cross   1981 — 1985
BA, Mathematics

Kathleen Pavese Kathleen Pavese Succasunna, New Jersey Details
Kathleen Pavese's Salomon Smith Barney Experience May 1998 - January 2002
Job Luxury Goods & Jewelry Professional
Industry Luxury Goods & Jewelry
Experience
lia sophia  August 2008 - July 2013
Deutsche Bank  August 2002 - December 2004
Salomon Smith Barney   May 1998 - January 2002
First Investors  January 1998 - May 1998

Education
Rutgers, The State University of New Jersey-New Brunswick   1996 — 1998
Bachelor of Arts (B.A.), Economics/Accounting

County College of Morris   1992 — 1995
Associate of Arts (AA), Business Administration and Management

Angelica Chauca Angelica Chauca Allentown, Pennsylvania Details
Angelica Chauca's Salomon Smith Barney Experience June 1999 - September 1999
Job Paralegal and Medication Technician
Industry Hospital & Health Care
Experience
Phoebe Ministries  September 2013 - Present
Freelance Experience  October 2012 - Present
Good Shepherd Rehabilitation Network  December 2011 - Present
Home Depot  March 2003 - August 2007
Law Office of Eleanor Capogrosso Esq   January 2001 - October 2001
Salomon Smith Barney   June 1999 - September 1999

Skills
Excellent communication..., Data Entry, Administrative..., Medical Records, Administration, Computer Proficiency, Customer Service, Microsoft Excel, Bilingual fluent in..., Management, Healthcare, Receptionist Duties, Interpersonal...

Education
DeSales University   2015 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Lehigh Carbon Community College   2007 — 2014
Associate in Applied Science (A.A.S.), Paralegal

Michelle Ko Michelle Ko New York, New York Details
Michelle Ko's Salomon Smith Barney Experience 2000 - 2002
Job Equity Research Management VP at Credit Suisse
Industry Banking
Experience
Credit Suisse  June 2011 - Present
Bank of America Merrill Lynch  June 2009 - June 2011
UBS  August 2008 - May 2009
UBS  February 2003 - August 2008
Morgan Stanley  2002 - 2002
SALOMON SMITH BARNEY   2000 - 2002
Lehman Brothers  1997 - 1998
J.P. Morgan   1994 - 1997

Skills
Equity Research, Management, Training & Development, Human Capital, Recruiting, Talent Management, Performance Management, Conflict Resolution, Equities, Performance Reviews, Performance Appraisal, College Recruiting, Staff Development, Hiring, Compliance Management, Sell Side, Equity Valuation, Financial Modeling, Valuation

Education
Cornell University   1998 — 2000
Master of Business Administration, Finance

Pace University   1990 — 1994
Bachelor of Business Administration, Accounting

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