Salomon Smith Barney/Citigroup
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Salomon Smith Barney/Citigroup Employees
RBC Capital Markets September 2010 - Present
Barclays Wealth 2008 - October 2010
Lehman Brothers March 2001 - September 2008
Salomon Smith Barney/Citigroup July 1996 - March 2001
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Financial Services, Securities, Compliance, Surveillance, Actimize, Project Management, Hedge Funds, Investment Banking, Asset Management, Leadership, Market Data, Electronic Trading, Options, Equity Derivatives, Equity Trading, Alternative Investments, Prime Brokerage, Structured Products, Control Room, FX Options, Trading, Credit Derivatives, Financial Markets, Middle Office
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
University of Pennsylvania 1992 — 1996
BAS, Computer Science and Engineering
Cognizant Technology Solutions May 2014 - Present
Northwestern Mutual April 2013 - November 2013
Northwestern Mutual March 2012 - March 2013
CAbi February 2009 - June 2011
Salomon Smith Barney/Citigroup July 1991 - May 2001
Skills
Social Media, Marketing Strategy, Public Speaking, Marketing, College Recruiting, Recruiting, Employee Training, Project Management, Human Resources, HR Policies, Employee Relations, Career Development, Sales, Management, Coaching, Training
Education
Merrimack College 1982 — 1986
Bachelor's degree, Marketing
LearnZillion July 2011 - Present
Capital City Public Charter School July 2011 - Present
GuideStar September 2011 - Present
McKinsey & Company August 2005 - July 2011
Leadership High School and Costano Elementary August 2000 - July 2003
Pan American School of Porto Alegre January 2000 - July 2000
Salomon Smith Barney/Citigroup July 1998 - January 2000
Skills
Social Entrepreneurship, Entrepreneurship, Start-ups, Strategy, Nonprofits, Education, Strategic Planning, Management Consulting, Venture Capital, Program Management, Social Media Marketing, Educational Technology, Business Modeling, Corporate Development, Leadership, Leadership Development, Fundraising, Product Management, Business Strategy, Strategic Partnerships, Strategic Consulting, Staff Development
Education
Stanford University 2003 — 2005
MA
Stanford Graduate School of Business 2003 — 2005
MBA
Harvard University 1994 — 1998
AB
Jamestown Properties September 2013 - Present
Cassidy Turley New York Inc June 2000 - September 2013
Salomon Smith Barney/Citigroup September 1997 - June 2000
Lockwood Greene Engineers November 1989 - September 1997
Law Engineering August 1988 - November 1989
Skills
Corporate Real Estate, Disposition, Property Management, Real Estate, Tenant, Real Estate Economics, Leases, Real Estate Development, Location Intelligence, Asset Managment, Real Estate Transactions, Brokerage, Investment Properties, Facilities Management, Asset Management, Commercial Real Estate, Landlords, Construction, Lease Administration, Valuation, Budgets, Due Diligence, Contract Negotiation, Portfolio Management, Property, Lease Negotiations, LEED, Tenant Representation, Entitlements, Residential Homes, Investments, Real Estate Financing, Feasibility Studies, Real Estate Private..., Apartments, Investors, Construction Management, Shopping Centers, Rentals, HVAC, Contract Management, Negotiation, Mixed-use, Green Building, Capital Budgeting, Dispositions
Education
New York University-Schack Institute of Real Estate 2013 — 2016
Master Degree in Real Estate, Real Estate Development, Investment and Finance
Manhattan College 1991 — 1994
MSME, Masters in Mechanical Engineering
New York Institute of Technology 1984 — 1988
BSME, Bachelor of Science in Mechanical Engineering
Lookout October 2011 - Present
CBS Interactive August 2008 - September 2011
Yahoo! Inc August 2003 - July 2006
Salomon Smith Barney/Citigroup July 2000 - June 2003
Skills
Corporate Development, Financial Modeling, Mergers & Acquisitions, Strategy, Finance, Start-ups, Corporate Finance, Strategic Partnerships, Digital Media, SaaS, Analytics, Competitive Analysis, Entrepreneurship
Education
Harvard Business School 2006 — 2008
MBA
University of California, Los Angeles 1997 — 2000
BA, Business Economics
Tach Tech May 2015 - Present
Nielsen July 2013 - June 2015
Evans Data Corporation 2011 - July 2013
Pacific Corporate Group Holdings 2007 - 2009
Bates White Economic Consulting 2005 - 2007
Arnold & Porter LLP 2004 - 2005
Salomon Smith Barney/Citigroup 2003 - 2003
Skills
Research, Analysis, Market Research, Analytics, Data Analysis, Strategy, Marketing Strategy, SPSS, Business Strategy, Strategic Partnerships, Competitive Analysis, Project Management
Education
Harvard University
Harris Williams & Co. September 2010 - Present
Harris Williams & Co. August 2005 - September 2010
Harris Williams & Co. May 2002 - July 2005
Tucker Anthony Sutro Capital Markets December 1999 - October 2001
Salomon Smith Barney/Citigroup December 1994 - January 1999
Skills
New Business Development, Business Networking, M&A experience, Private Equity, Mergers, Divestitures, Investment Banking, Buyouts, Mergers & Acquisitions, Venture Capital, Valuation, LBO, Business Development, Due Diligence, Private Placements, Equity Research, Corporate Development, Financial Modeling, Investments
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA
Trinity College-Hartford 1989 — 1993
BA
Pocono Mountain High School 1986 — 1989
Honors
Hofstra University September 2013 - May 2015
ASA College August 2009 - September 2013
ASA College September 2008 - September 2013
Madison Square Garden (Knicks/Liberty) 2007 - 2009
Atlantic Realty Partners June 2005 - February 2008
ABC News November 2004 - March 2005
Barnard College 2003 - 2005
Salomon Smith Barney/Citigroup May 2002 - August 2002
Skills
Sports, Public Speaking, Basketball Coaching, College Basketball, Motivation, Coaching, Non-profits, Intercollegiate..., Player Development, Personal Development, Academic Monitoring, Community Outreach, Intercultural..., Empathy, Personal Strategic..., Research, Teaching, Higher Education, Microsoft Office, Editing, Event Planning, Interpersonal..., Team Leadership, Nonprofits, Teamwork, Fundraising, Social Networking, Program Development, Sales
Education
Barnard College-Columbia University 2001 — 2005
Bachelor of Arts (B.A.), Psychology
University of Rhode Island 2001 — 2002
Liberal Arts and Sciences/Liberal Studies
Quaker United Nations Office NY February 2008 - Present
Dilmun Asset Advisors January 2003 - February 2008
Salomon Smith Barney/Citigroup 1993 - 2003
S.G.Warburg & Co 1983 - 1993
Skills
Conflict Transformation, Peacebuilding, International..., Strategic Leadership, International Relations, Policy, Restorative Justice, Fundraising, Mediation, Conflict Prevention, Diplomacy, United Nations, Non-profits, Public Speaking, Research, Project Management, Strategic Planning, Program Management, Negotiation, Writing, Conflict Resolution, Analysis, Change Management, Team Building, Governance, Workshop Facilitation, Socially Responsible..., Investments, Risk Management, Financial Analysis, Alternative Investments, Technical Analysis, Politics, Human Rights, NGOs, Conflict, Capacity Building, Policy Analysis, Public Policy, Program Evaluation, Management, Program Development, Foreign Policy
Education
University of Pennsylvania 1981 — 1983
MA, Oriental Studies, Thouron Scholar
University of Cambridge 1977 — 1980
BA, Archaeology & Anthropology, First-Class Honours
Bank of America Merrill Lynch 2008 - 2013
Citi 2005 - 2007
Salomon Smith Barney/Citigroup 2000 - 2005
Skills
Financial Modeling, Equity Research, Financial Analysis, Investor Relations, Investments, Strategic Communications, Fixed Income, Bloomberg, Equities, New Business Development, Relationship Development, Equity Valuation, Writing Skills, Report Writing, Series 7, Leadership, Non-profit Leadership, Alternative Investments, Wealth Management..., Investment Banking, Strategic Planning, Communications Strategy, Investor Reporting, Investor Presentations, Cross Selling, Board Leadership, Youth Mentoring, Non-profit Program..., Non-profit Director
Education
Columbia University in the City of New York
Master's Degree, MSc
James Madison University
Bachelor's Degree, BBA
Vonage September 2014 - Present
Vonage April 2012 - August 2014
Vonage July 2011 - March 2012
Multi-strategy Hedge Fund January 2007 - June 2011
Bank of America July 2005 - January 2007
Salomon Smith Barney/Citigroup June 2000 - June 2005
PricewaterhouseCoopers January 1998 - June 2000
Nynex August 1996 - January 1998
Education
Griffith University
MS
Osmania University
Bachelor of Engineering
Archer Gunsight 2013 - Present
Royal Dutch Shell January 2005 - 2013
DTE Energy 2003 - 2005
EL PASO CORPORATION January 2000 - January 2003
CREDIT SUISSE FIRST BOSTON January 1998 - January 2000
SALOMON SMITH BARNEY/CITIGROUP January 1994 - January 1998
THE FIRST BOSTON CORPORATION January 1989 - January 1991
Skills
Financial Planning, Corporate Finance, Financial Modeling, Capital Budgeting, Valuation, Strategic Planning, Joint Ventures, Divestitures, Due Diligence, Petroleum, Mergers, Private Equity, Project Finance, Energy, Acquisitions, Corporate Development, Strategy, Contract Negotiation, Financial Structuring, Oil, Renewable Energy, Midstream, Power Generation, New Business Development, C-Level Relationships, Investment Banking, Mergers & Acquisitions, Shale Gas, MLP, LBO, E&P
Education
The University of Texas School of Law 1991 — 1994
Juris Doctor, Law
Howard University 1985 — 1989
BBA, Accounting
Kernick Advisory Group 2003 - Present
Scott-Macon 2012 - 2013
Rockland Advisory Group 2010 - 2012
Salomon Smith Barney/Citigroup 1998 - 2003
Education
Manchester Business School
Master of Business Administration (MBA)
OmniCap, LLC April 2006 - Present
Salomon Smith Barney/Citigroup 1999 - 2005
Donaldson, Lufkin & Jenrette 1995 - 1999
Bear Stearns 1989 - 1995
Education
Muhlenberg College 1976 — 1980
AB, English