Salomon Smith Barney (Citigroup)
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Salomon Smith Barney (Citigroup) Employees
Employee
Years
Job
Industry
Alex Biagioli Alex Biagioli's Salomon Smith Barney (Citigroup) Experience June 1998 - June 2004
Job JP Morgan Chase Commercial Term Lending
Industry Commercial Real Estate
Experience
JPMorgan Chase May 2014 - Present
Santander Real Estate Capital May 2011 - May 2014
Greenway Capital Group August 2008 - May 2011
Countrywide Securities Corporation June 2004 - August 2008
Salomon Smith Barney (Citigroup) June 1998 - June 2004
Skills
Relationship Management, Loan Origination, Structured Finance, Credit Analysis, Commercial Real Estate, Real Estate Financing, Corporate Real Estate, MBA, Architecture, Series 7, Series 63, Banking, Investment Banking, Commercial Banking, Merchant Banking
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA
Carnegie Mellon University 1983 — 1988
B.Arch
Chaminade High School 1979 — 1983
Diploma
JPMorgan Chase May 2014 - Present
Santander Real Estate Capital May 2011 - May 2014
Greenway Capital Group August 2008 - May 2011
Countrywide Securities Corporation June 2004 - August 2008
Salomon Smith Barney (Citigroup) June 1998 - June 2004
Skills
Relationship Management, Loan Origination, Structured Finance, Credit Analysis, Commercial Real Estate, Real Estate Financing, Corporate Real Estate, MBA, Architecture, Series 7, Series 63, Banking, Investment Banking, Commercial Banking, Merchant Banking
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA
Carnegie Mellon University 1983 — 1988
B.Arch
Chaminade High School 1979 — 1983
Diploma
Shimon Steinmetz Shimon Steinmetz's Salomon Smith Barney (Citigroup) Experience 2001 - 2003
Job Financial & Corporate Development Executive
Industry Executive Office
Experience
Finjan Holdings (NASDAQ:FNJN) April 2013 - Present
SAFE IN MOTION 2008 - Present
IMMY 2008 - 2013
Cantor Fitzgerald 2010 - 2012
Grant Thornton LLP 2009 - 2010
TH Lee Putnam Ventures 2007 - 2008
Goldman Sachs & Co 2003 - 2004
Salomon Smith Barney (Citigroup) 2001 - 2003
Skills
Strategic Thinking, Investment..., Financial/Credit..., Due Diligence, Project Management, Restructuring, Business Strategy, Relationship Development, Talent Development, New Business Development, Team Management, Corporate Venture..., Corporate Development, Venture Capital, Private Equity, Negotiation, Investments, Financial Modeling, Mergers & Acquisitions, Start-ups, Valuation, Strategy, Entrepreneurship, Finance, Management, Business Development, Capital Markets, Investment Banking, Portfolio Management, Analysis
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (MBA),, Concentrations in: Finance, Managerial Strategy, and Entrepreneurship
Yeshiva University 1998 — 2001
Bachelor of Science, Finance and Management, Graduated with Honors
Finjan Holdings (NASDAQ:FNJN) April 2013 - Present
SAFE IN MOTION 2008 - Present
IMMY 2008 - 2013
Cantor Fitzgerald 2010 - 2012
Grant Thornton LLP 2009 - 2010
TH Lee Putnam Ventures 2007 - 2008
Goldman Sachs & Co 2003 - 2004
Salomon Smith Barney (Citigroup) 2001 - 2003
Skills
Strategic Thinking, Investment..., Financial/Credit..., Due Diligence, Project Management, Restructuring, Business Strategy, Relationship Development, Talent Development, New Business Development, Team Management, Corporate Venture..., Corporate Development, Venture Capital, Private Equity, Negotiation, Investments, Financial Modeling, Mergers & Acquisitions, Start-ups, Valuation, Strategy, Entrepreneurship, Finance, Management, Business Development, Capital Markets, Investment Banking, Portfolio Management, Analysis
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (MBA),, Concentrations in: Finance, Managerial Strategy, and Entrepreneurship
Yeshiva University 1998 — 2001
Bachelor of Science, Finance and Management, Graduated with Honors
John A. Puntillo John A. Puntillo's Salomon Smith Barney (Citigroup) Experience July 1998 - July 2000
Job CoFounder of Ascendance Partners
Industry Real Estate
Experience
Ascendance Partners July 2006 - Present
Real Estate Investment Company August 2004 - July 2006
GE Capital August 2002 - August 2004
Madison Dearborn Partners July 2000 - August 2002
Salomon Smith Barney (Citigroup) July 1998 - July 2000
Skills
Investment Properties, Investments, Leases, Real Estate, Due Diligence
Education
University of Notre Dame 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Andrean High School 1990 — 1994
Ascendance Partners July 2006 - Present
Real Estate Investment Company August 2004 - July 2006
GE Capital August 2002 - August 2004
Madison Dearborn Partners July 2000 - August 2002
Salomon Smith Barney (Citigroup) July 1998 - July 2000
Skills
Investment Properties, Investments, Leases, Real Estate, Due Diligence
Education
University of Notre Dame 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Andrean High School 1990 — 1994
Ben Sprecher's Salomon Smith Barney (Citigroup) Experience August 1999 - April 2001
Job Startup founder, acquired by Google
Industry Computer Software
Experience
Google April 2013 - Present
Google November 2012 - March 2013
Incentive Targeting, Inc. (acq. by Google) February 2007 - November 2012
HealthEdge Software, Inc. January 2005 - August 2007
deNovis, Inc. October 2002 - October 2004
deNovis, Inc. December 2001 - October 2002
deNovis, Inc. April 2001 - December 2001
Salomon Smith Barney (Citigroup) August 1999 - April 2001
Skills
Start-ups, Entrepreneurship, Product Management, Marketing Strategy, Public Speaking, Loyalty Marketing, Contract Negotiation, Patents, Product Demonstration, Product Marketing, Analytics, Business Analysis, Problem Solving, Pricing, Business Intelligence, Financial Modeling, Data Analysis, Market Research, Shopper Marketing, Analyst Relations, Customer Relations, Digital Marketing, Business Relationship..., Agile Methodologies, SaaS, Customer Service, Strategy, Thought Leadership, Enterprise Software, Sales, Marketing, Lead Generation, Leadership, Business Development, CRM, Product Development, Go-to-market Strategy, Integrated Marketing, Sales Management
Education
Haverford College 1995 — 1999
Bachelor of Arts
Google April 2013 - Present
Google November 2012 - March 2013
Incentive Targeting, Inc. (acq. by Google) February 2007 - November 2012
HealthEdge Software, Inc. January 2005 - August 2007
deNovis, Inc. October 2002 - October 2004
deNovis, Inc. December 2001 - October 2002
deNovis, Inc. April 2001 - December 2001
Salomon Smith Barney (Citigroup) August 1999 - April 2001
Skills
Start-ups, Entrepreneurship, Product Management, Marketing Strategy, Public Speaking, Loyalty Marketing, Contract Negotiation, Patents, Product Demonstration, Product Marketing, Analytics, Business Analysis, Problem Solving, Pricing, Business Intelligence, Financial Modeling, Data Analysis, Market Research, Shopper Marketing, Analyst Relations, Customer Relations, Digital Marketing, Business Relationship..., Agile Methodologies, SaaS, Customer Service, Strategy, Thought Leadership, Enterprise Software, Sales, Marketing, Lead Generation, Leadership, Business Development, CRM, Product Development, Go-to-market Strategy, Integrated Marketing, Sales Management
Education
Haverford College 1995 — 1999
Bachelor of Arts
Kent Capps Kent Capps's Salomon Smith Barney (Citigroup) Experience July 1999 - January 2002
Job Vice President of Corporate Development
Industry Hospital & Health Care
Experience
Provista December 2012 - Present
Surgical Care Affiliates January 2012 - December 2012
Perot Systems September 2008 - January 2012
Dell November 2009 - December 2011
Challenger Capital Group September 2007 - June 2008
Motorola Ventures June 2006 - September 2006
KPMG January 2004 - September 2005
Precis January 2003 - January 2004
Salomon Smith Barney (Citigroup) July 1999 - January 2002
Skills
Private Equity, Joint Ventures, Corporate Development, Mergers, Divestitures, Strategic Planning, Strategy Development, Business Strategy, Venture Capital, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Budgeting, Business Analysis, Due Diligence, Emerging Markets, M&A experience, Financial Analysis, M&A due diligence, Business Valuation, Structuring, Business Planning, Analysis, Investments, Mergers & Acquisitions, Finance, Competitive Analysis, Start-ups, Business Development
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Finance and entrepreneurship
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1993 — 1997
BBA, Accounting
Provista December 2012 - Present
Surgical Care Affiliates January 2012 - December 2012
Perot Systems September 2008 - January 2012
Dell November 2009 - December 2011
Challenger Capital Group September 2007 - June 2008
Motorola Ventures June 2006 - September 2006
KPMG January 2004 - September 2005
Precis January 2003 - January 2004
Salomon Smith Barney (Citigroup) July 1999 - January 2002
Skills
Private Equity, Joint Ventures, Corporate Development, Mergers, Divestitures, Strategic Planning, Strategy Development, Business Strategy, Venture Capital, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Budgeting, Business Analysis, Due Diligence, Emerging Markets, M&A experience, Financial Analysis, M&A due diligence, Business Valuation, Structuring, Business Planning, Analysis, Investments, Mergers & Acquisitions, Finance, Competitive Analysis, Start-ups, Business Development
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Finance and entrepreneurship
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1993 — 1997
BBA, Accounting
Jennifer Cedar Jennifer Cedar's Salomon Smith Barney (Citigroup) Experience June 2002 - March 2003
Job Access / Finance Manager at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente July 2004 - Present
Chukchansi Gold Resort & Casino July 2003 - July 2004
Salomon Smith Barney (Citigroup) June 2002 - March 2003
Salomon Smith Barney July 1999 - March 2003
Skills
Forecasting, Budgeting, Microsoft Office, SAS, Modeling, Budgets, Access, Financial Reporting, Financial Analysis, Finance, Leadership, Analysis, Data Analysis, Program Management, Management, Valuation, Financial Modeling
Education
California State University, Fresno 2005 — 2007
MBA, Business Administration
Stanford University 1995 — 1999
BS, Industrial Engineering
El Cerrito High School 1991 — 1995
Kaiser Permanente July 2004 - Present
Chukchansi Gold Resort & Casino July 2003 - July 2004
Salomon Smith Barney (Citigroup) June 2002 - March 2003
Salomon Smith Barney July 1999 - March 2003
Skills
Forecasting, Budgeting, Microsoft Office, SAS, Modeling, Budgets, Access, Financial Reporting, Financial Analysis, Finance, Leadership, Analysis, Data Analysis, Program Management, Management, Valuation, Financial Modeling
Education
California State University, Fresno 2005 — 2007
MBA, Business Administration
Stanford University 1995 — 1999
BS, Industrial Engineering
El Cerrito High School 1991 — 1995
Thomas Gentiluomo's Salomon Smith Barney (Citigroup) Experience 1995 - 1997
Job AVP, Programmer / Web Application Developer
Industry Financial Services
Experience
TMC Bonds January 2012 - Present
Citigroup 2005 - 2008
Citigroup 2003 - 2005
Citigroup 2002 - 2003
Citigroup January 1997 - March 2002
Salomon Smith Barney (Citigroup) 1995 - 1997
Salomon Smith Barney (Citigroup) 1992 - 1995
Smith Barney Sherson 1988 - 1992
Smith, Barney, Harris Upham & Co. May 1986 - 1988
Skills
Java, Trading Systems, Linux/UNIX, Fixed Income, HTML/CSS, SQL, Production Support, GIT, Eclipse, Sybase, Shell Scripting, C, C++, Unix Shell Scripting, Ksh, Software Development, Risk Management, CVS, Bash, Tomcat, Report Generation..., Hibernate, Application Development, Solaris, Perl, X11, SDLC, Motif, IBM MQ, Purify, Quantify, Quality Center, Microsoft Office, Orbix Corba, SQR, Bond Calculations, dbx, Open Server, Autosys, CT-Lib, WebSphere MQ, CORBA, Test Director, LoadRunner, DB-Lib, SVS, Linux, HTML
Education
New York Institute of Technology-Old Westbury 1979 — 1982
Bachelor of Science, Computer Science
CUNY Bronx Community College 1973 — 1975
Associate Arts and Science, Engineering Science
Aviation High School 1968 — 1972
High School Diploma, FAA Aviation Mechanics, Airframe & Power Plant
TMC Bonds January 2012 - Present
Citigroup 2005 - 2008
Citigroup 2003 - 2005
Citigroup 2002 - 2003
Citigroup January 1997 - March 2002
Salomon Smith Barney (Citigroup) 1995 - 1997
Salomon Smith Barney (Citigroup) 1992 - 1995
Smith Barney Sherson 1988 - 1992
Smith, Barney, Harris Upham & Co. May 1986 - 1988
Skills
Java, Trading Systems, Linux/UNIX, Fixed Income, HTML/CSS, SQL, Production Support, GIT, Eclipse, Sybase, Shell Scripting, C, C++, Unix Shell Scripting, Ksh, Software Development, Risk Management, CVS, Bash, Tomcat, Report Generation..., Hibernate, Application Development, Solaris, Perl, X11, SDLC, Motif, IBM MQ, Purify, Quantify, Quality Center, Microsoft Office, Orbix Corba, SQR, Bond Calculations, dbx, Open Server, Autosys, CT-Lib, WebSphere MQ, CORBA, Test Director, LoadRunner, DB-Lib, SVS, Linux, HTML
Education
New York Institute of Technology-Old Westbury 1979 — 1982
Bachelor of Science, Computer Science
CUNY Bronx Community College 1973 — 1975
Associate Arts and Science, Engineering Science
Aviation High School 1968 — 1972
High School Diploma, FAA Aviation Mechanics, Airframe & Power Plant
James E. Dunbar's Salomon Smith Barney (Citigroup) Experience July 2002 - July 2003
Job
Industry Investment Management
Experience
Varde Partners March 2010 - Present
Macquarie Group February 2004 - February 2010
Salomon Smith Barney (Citigroup) July 2002 - July 2003
Salomon Smith Barney (Citigroup) July 2000 - July 2002
Education
Boston College 1996 — 2000
Bachelor of Science
Benilde-St. Margaret's 1992 — 1996
Varde Partners March 2010 - Present
Macquarie Group February 2004 - February 2010
Salomon Smith Barney (Citigroup) July 2002 - July 2003
Salomon Smith Barney (Citigroup) July 2000 - July 2002
Education
Boston College 1996 — 2000
Bachelor of Science
Benilde-St. Margaret's 1992 — 1996
Mark Guile's Salomon Smith Barney (Citigroup) Experience July 2000 - June 2003
Job VP at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities July 2008 - Present
Wachovia Securities June 2007 - August 2007
Citigroup July 2003 - July 2006
Salomon Smith Barney (Citigroup) July 2000 - June 2003
Skills
Financial Modeling, Capital Markets, Investment Banking
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Massachusetts Institute of Technology 1996 — 2000
BS, Mechanical Engineering
Phillips Academy, Andover 1993 — 1996
SAISR
Wells Fargo Securities July 2008 - Present
Wachovia Securities June 2007 - August 2007
Citigroup July 2003 - July 2006
Salomon Smith Barney (Citigroup) July 2000 - June 2003
Skills
Financial Modeling, Capital Markets, Investment Banking
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Massachusetts Institute of Technology 1996 — 2000
BS, Mechanical Engineering
Phillips Academy, Andover 1993 — 1996
SAISR
Iris Choi's Salomon Smith Barney (Citigroup) Experience 1997 - 2000
Job Operating Partner, Floodgate
Industry Venture Capital & Private Equity
Experience
Samasource 2012 - 2012
Goldman Sachs 2004 - 2010
Metropolitan Life Insurance Company (MetLife) 2001 - 2002
eFinanceworks 2000 - 2001
Salomon Smith Barney (Citigroup) 1997 - 2000
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Harvard University 1993 — 1997
Bachelor of Arts (BA), Economics
Samasource 2012 - 2012
Goldman Sachs 2004 - 2010
Metropolitan Life Insurance Company (MetLife) 2001 - 2002
eFinanceworks 2000 - 2001
Salomon Smith Barney (Citigroup) 1997 - 2000
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Harvard University 1993 — 1997
Bachelor of Arts (BA), Economics
Victoria Averbukh Kulikov's Salomon Smith Barney (Citigroup) Experience August 1997 - February 2004
Job Faculty at Cornell University
Industry Education Management
Experience
Cornell University July 2007 - Present
Board of Jewish Education 2004 - 2012
Deutsche Bank 2004 - 2007
Salomon Smith Barney (Citigroup) August 1997 - February 2004
Skills
Derivatives, Financial Modeling, Quantitative Analytics, R, Strategy, Statistics, Fixed Income
Education
Cornell University 1993 — 1997
PhD, Operations Research
New York University 1989 — 1993
BA, Math
Cornell University July 2007 - Present
Board of Jewish Education 2004 - 2012
Deutsche Bank 2004 - 2007
Salomon Smith Barney (Citigroup) August 1997 - February 2004
Skills
Derivatives, Financial Modeling, Quantitative Analytics, R, Strategy, Statistics, Fixed Income
Education
Cornell University 1993 — 1997
PhD, Operations Research
New York University 1989 — 1993
BA, Math
Matt Sadowsky's Salomon Smith Barney (Citigroup) Experience July 1995 - July 1998
Job Director, Products Group
Industry Financial Services
Experience
The Insurance Agency of TD Ameritrade, LLC July 2011 - Present
TD Ameritrade February 2010 - Present
TD Ameritrade January 2006 - February 2010
Columbus Circle Capital March 2003 - May 2005
The BISYS Group, Inc. April 2001 - August 2002
Columbus Venture Advisory Services July 1998 - March 2001
Salomon Smith Barney (Citigroup) July 1995 - July 1998
Skills
Licensed Life & Health..., Series 7, Series 24, Series 7, 24, 66, CRPC
Education
University of Pennsylvania 1991 — 1995
BSE, BA, Entrepreneurial Mgmt, Philosophy
University of Pennsylvania - The Wharton School 1991 — 1995
The Insurance Agency of TD Ameritrade, LLC July 2011 - Present
TD Ameritrade February 2010 - Present
TD Ameritrade January 2006 - February 2010
Columbus Circle Capital March 2003 - May 2005
The BISYS Group, Inc. April 2001 - August 2002
Columbus Venture Advisory Services July 1998 - March 2001
Salomon Smith Barney (Citigroup) July 1995 - July 1998
Skills
Licensed Life & Health..., Series 7, Series 24, Series 7, 24, 66, CRPC
Education
University of Pennsylvania 1991 — 1995
BSE, BA, Entrepreneurial Mgmt, Philosophy
University of Pennsylvania - The Wharton School 1991 — 1995
Jeff Drake's Salomon Smith Barney (Citigroup) Experience January 2002 - July 2003
Job Owner at Motor City Home Buyers & MCHB Realty and Management
Industry Real Estate
Experience
Motor City Home Buyers & MCHB Realty and Management January 2010 - Present
Motor City Home Buyers (HomeVestors) September 2003 - December 2009
Salomon Smith Barney (Citigroup) January 2002 - July 2003
Salomon Smith Barney August 1998 - December 2001
US Army September 1991 - September 1995
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Finance
Massachusetts Institute of Technology 1987 — 1991
BS, Mechanical Engineering
Episcopal High School 1983 — 1987
Motor City Home Buyers & MCHB Realty and Management January 2010 - Present
Motor City Home Buyers (HomeVestors) September 2003 - December 2009
Salomon Smith Barney (Citigroup) January 2002 - July 2003
Salomon Smith Barney August 1998 - December 2001
US Army September 1991 - September 1995
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Finance
Massachusetts Institute of Technology 1987 — 1991
BS, Mechanical Engineering
Episcopal High School 1983 — 1987
Rick Weingarten's Salomon Smith Barney (Citigroup) Experience 1997 - 1999
Job Managing Partner Sutter Mill Capital Management
Industry Investment Management
Experience
Sutter Mill Capital Management 2012 - Present
RW Advisors 2000 - 2012
Salomon Smith Barney (Citigroup) 1997 - 1999
Montgomery Securities (Bank of America) 1993 - 1997
Skills
Equity Research, Investor Relations, Strategy, Mergers, Board of Directors, Portfolio Management, Private Equity, Mergers & Acquisitions, Equity Trading, Executive Management, Corporate Development, Venture Capital, Private Placements, Equities, Alternative Investments, Hedge Funds, Investment Banking, Investments
Education
Northwestern University - Kellogg School of Management 1985 — 1986
MBA
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics
Sutter Mill Capital Management 2012 - Present
RW Advisors 2000 - 2012
Salomon Smith Barney (Citigroup) 1997 - 1999
Montgomery Securities (Bank of America) 1993 - 1997
Skills
Equity Research, Investor Relations, Strategy, Mergers, Board of Directors, Portfolio Management, Private Equity, Mergers & Acquisitions, Equity Trading, Executive Management, Corporate Development, Venture Capital, Private Placements, Equities, Alternative Investments, Hedge Funds, Investment Banking, Investments
Education
Northwestern University - Kellogg School of Management 1985 — 1986
MBA
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics
Sridhar Kura's Salomon Smith Barney (Citigroup) Experience July 1997 - July 2002
Job VP at JP Morgan Chase
Industry Information Technology and Services
Experience
JP Morgan Chase April 2011 - August 2014
Credit Suisse November 2009 - March 2011
Barclays Capital September 2008 - October 2009
Lehman Brothers August 2007 - September 2008
Citigroup July 2002 - August 2007
Salomon Smith Barney (Citigroup) July 1997 - July 2002
CMC LTD 1995 - 1997
CMC LTD 1995 - 1997
Skills
Enterprise Architecture, Business Intelligence, Integration, Data Warehousing, Risk Management, Meta Data Management, Data Modeling, Data Architecture, Reference Data, ETL Tools
Education
Osmania University 1990 — 1993
Masters, Computer Science
Osmania University 1986 — 1989
Bachelor of Science, Mathematics, Physics, Chemistry
LFJC 1984 — 1986
Junior College, Mathematics, Physics and Chemistry, 10+2
All Saints High School 1980 — 1984
High School, 10th
JP Morgan Chase April 2011 - August 2014
Credit Suisse November 2009 - March 2011
Barclays Capital September 2008 - October 2009
Lehman Brothers August 2007 - September 2008
Citigroup July 2002 - August 2007
Salomon Smith Barney (Citigroup) July 1997 - July 2002
CMC LTD 1995 - 1997
CMC LTD 1995 - 1997
Skills
Enterprise Architecture, Business Intelligence, Integration, Data Warehousing, Risk Management, Meta Data Management, Data Modeling, Data Architecture, Reference Data, ETL Tools
Education
Osmania University 1990 — 1993
Masters, Computer Science
Osmania University 1986 — 1989
Bachelor of Science, Mathematics, Physics, Chemistry
LFJC 1984 — 1986
Junior College, Mathematics, Physics and Chemistry, 10+2
All Saints High School 1980 — 1984
High School, 10th
Michael Roman's Salomon Smith Barney (Citigroup) Experience January 1999 - January 2001
Job President of Distribution at MCI Megatel Capital Investment
Industry Financial Services
Experience
MCI - Megatel Capital Investment December 2014 - Present
Preferred Apartment Communities August 2012 - December 2014
Alternative Investment Company February 2011 - August 2012
United Development Funding March 2008 - July 2010
Behringer Harvard February 2003 - March 2008
Citigroup Asset Management January 2001 - January 2003
Salomon Smith Barney (Citigroup) January 1999 - January 2001
Skills
529 Plans, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Due Diligence, Equities, FINRA, Finance, Financial Analysis, Financial Services, Fixed Annuities, Institutional Sales, Investment Properties, Private Equity, Real Estate, Sales Management, Marketing, Series 7, Securities, Mutual Funds, Selling, Investment Strategies, Wholesale, Series 63, Wealth Management, Strategic Financial..., Training, Investments, Public Speaking, Retirement, Retirement Planning, Portfolio Management
Education
Stephen F. Austin State University
Bachelor of Arts
MCI - Megatel Capital Investment December 2014 - Present
Preferred Apartment Communities August 2012 - December 2014
Alternative Investment Company February 2011 - August 2012
United Development Funding March 2008 - July 2010
Behringer Harvard February 2003 - March 2008
Citigroup Asset Management January 2001 - January 2003
Salomon Smith Barney (Citigroup) January 1999 - January 2001
Skills
529 Plans, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Due Diligence, Equities, FINRA, Finance, Financial Analysis, Financial Services, Fixed Annuities, Institutional Sales, Investment Properties, Private Equity, Real Estate, Sales Management, Marketing, Series 7, Securities, Mutual Funds, Selling, Investment Strategies, Wholesale, Series 63, Wealth Management, Strategic Financial..., Training, Investments, Public Speaking, Retirement, Retirement Planning, Portfolio Management
Education
Stephen F. Austin State University
Bachelor of Arts
Jane Raskin's Salomon Smith Barney (Citigroup) Experience January 1990 - March 2000
Job Supervisory Analyst at Evercore ISI
Industry Financial Services
Experience
Evercore ISI September 2014 - Present
Deutsche Bank May 2011 - May 2013
Oppenheimer & Co. Inc. March 2000 - January 2011
Salomon Smith Barney (Citigroup) January 1990 - March 2000
Dean Witter July 1987 - March 1991
Skills
Series 7, Equities, Securities, Financial Analysis, Risk Management, Equity Research, Valuation, FINRA, Series 63, Compliance, Research, Writing, Editing, Industry Analysis, Excel, Factset
Education
Swarthmore College
B.A., History
Evercore ISI September 2014 - Present
Deutsche Bank May 2011 - May 2013
Oppenheimer & Co. Inc. March 2000 - January 2011
Salomon Smith Barney (Citigroup) January 1990 - March 2000
Dean Witter July 1987 - March 1991
Skills
Series 7, Equities, Securities, Financial Analysis, Risk Management, Equity Research, Valuation, FINRA, Series 63, Compliance, Research, Writing, Editing, Industry Analysis, Excel, Factset
Education
Swarthmore College
B.A., History