Smith Barney / CitiGroup
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Smith Barney / CitiGroup Employees
Employee
Years
Job
Industry
Grant Johnstone Grant Johnstone's Smith Barney / CitiGroup Experience March 1997 - September 2005
Job Managing Principal Johnstone Financial Advisors
Industry Financial Services
Experience
Johnstone Financial Advisors September 2005 - Present
Smith Barney / Citigroup March 1997 - September 2005
Source Services January 1995 - March 1997
Falk & Johnstone March 1993 - March 1995
Skills
Certified Financial..., Investments, Retirement Planning, Financial Planning
Education
Baylor University School of Law 1989 — 1992
JD, Law - Non Practicing
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Economics
Johnstone Financial Advisors September 2005 - Present
Smith Barney / Citigroup March 1997 - September 2005
Source Services January 1995 - March 1997
Falk & Johnstone March 1993 - March 1995
Skills
Certified Financial..., Investments, Retirement Planning, Financial Planning
Education
Baylor University School of Law 1989 — 1992
JD, Law - Non Practicing
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Economics
Barbara Bedestani Barbara Bedestani's Smith Barney / CitiGroup Experience January 2003 - December 2005
Job Realtor at Coldwell Banker TEC Realtors
Industry Real Estate
Experience
Coldwell Banker September 2006 - Present
Smith Barney / Citigroup January 2003 - December 2005
Morgan Stanley June 2001 - January 2003
Skills
Foreclosures, Short Sales, Single Family Homes, Construction, Investment Properties, REO, First Time Home Buyers, Sellers, Residential Homes, Negotiation, Relocation, Condos, Buyer Representation, Investors, Listings, New Home Sales, Referrals, Real Estate Transactions, Marketing, Real Estate
Education
Tulane University 1997 — 2001
Bachelor of Arts (B.A.), Political Economy
Tulane University 1997 — 2001
Bachelor of Arts (BA), Political Economy
The Madeira School
The Madeira School
Coldwell Banker September 2006 - Present
Smith Barney / Citigroup January 2003 - December 2005
Morgan Stanley June 2001 - January 2003
Skills
Foreclosures, Short Sales, Single Family Homes, Construction, Investment Properties, REO, First Time Home Buyers, Sellers, Residential Homes, Negotiation, Relocation, Condos, Buyer Representation, Investors, Listings, New Home Sales, Referrals, Real Estate Transactions, Marketing, Real Estate
Education
Tulane University 1997 — 2001
Bachelor of Arts (B.A.), Political Economy
Tulane University 1997 — 2001
Bachelor of Arts (BA), Political Economy
The Madeira School
The Madeira School
Lisa DeSimone Lisa DeSimone's Smith Barney / CitiGroup Experience April 2000 - June 2003
Job Executive Consultant
Industry Financial Services
Experience
Lincoln Financial Group November 2011 - September 2014
Lincoln Financial Group April 2008 - November 2011
Delaware Investments September 2004 - April 2008
Smith Barney / Citigroup April 2000 - June 2003
A.M. Best Company October 1998 - April 2000
Metropolitan Life Insurance Company October 1992 - October 1998
Skills
Investments, Asset Managment, Strategy, Financial Modeling, Valuation, Portfolio Management, Strategic Financial..., Financial Analysis, Equities, Due Diligence, Financial Services, Mergers, Mutual Funds, Risk Management, Insurance, Mergers & Acquisitions, Asset Management, Financial Planning, Retirement, Securities, Finance, Retirement Planning, 401k
Education
Rensselaer Polytechnic Institute 1990 — 1992
MBA, Finance
Penn State University 1985 — 1989
BS, Finance
South Allegheny 1980 — 1986
HS
Lincoln Financial Group November 2011 - September 2014
Lincoln Financial Group April 2008 - November 2011
Delaware Investments September 2004 - April 2008
Smith Barney / Citigroup April 2000 - June 2003
A.M. Best Company October 1998 - April 2000
Metropolitan Life Insurance Company October 1992 - October 1998
Skills
Investments, Asset Managment, Strategy, Financial Modeling, Valuation, Portfolio Management, Strategic Financial..., Financial Analysis, Equities, Due Diligence, Financial Services, Mergers, Mutual Funds, Risk Management, Insurance, Mergers & Acquisitions, Asset Management, Financial Planning, Retirement, Securities, Finance, Retirement Planning, 401k
Education
Rensselaer Polytechnic Institute 1990 — 1992
MBA, Finance
Penn State University 1985 — 1989
BS, Finance
South Allegheny 1980 — 1986
HS
Robert Competiello Robert Competiello's Smith Barney / CitiGroup Experience May 1989 - February 2004
Job Sr. Professional Equity Trader
Industry Financial Services
Experience
KCG Holdings, Inc. February 2004 - September 2014
Smith Barney / Citigroup May 1989 - February 2004
Arthur Frumkes January 1987 - March 1989
Skills
Capital Markets, Bloomberg, Electronic Trading, Equities, Equity Trading, FINRA, Series 63, Trading, Financial Markets
Education
City University of New York-College of Staten Island 1985 — 1988
KCG Holdings, Inc. February 2004 - September 2014
Smith Barney / Citigroup May 1989 - February 2004
Arthur Frumkes January 1987 - March 1989
Skills
Capital Markets, Bloomberg, Electronic Trading, Equities, Equity Trading, FINRA, Series 63, Trading, Financial Markets
Education
City University of New York-College of Staten Island 1985 — 1988
Aaron Chase Aaron Chase's Smith Barney / CitiGroup Experience January 2004 - June 2005
Job Project Manager at EJCM, LLC Construction Management
Industry Real Estate
Experience
EJCM, LLC Construction Management March 2015 - Present
CHASE Commercial Advisors January 2015 - Present
Boxer Property December 2012 - July 2014
Citron Workspaces July 2011 - October 2012
Real Capital Solutions May 2009 - June 2011
UGL Equis August 2005 - February 2009
Smith Barney / CitiGroup January 2004 - June 2005
Skills
Sales, Sales Management, Cold Calling, Presentations, Relationship Marketing, Advertising, Marketing, Real Estate, Selling, CRM, Leases, Commercial Real Estate, Property Management, Lead Generation, Negotiation, Location Intelligence, Tenant, Time Management, Landlords, Online Advertising, Leadership, New Business Development, Networking, Business Development, Finance, Contract Negotiation, Disposition, Property, Customer Service, Sellers
Education
University of Oregon 2001 — 2005
B.S, Finance and Economics
University of Oregon - Charles H. Lundquist College of Business 2001 — 2005
Bachelor of Science, Finance / Economics
West Linn High School 1998 — 2001
Diploma
EJCM, LLC Construction Management March 2015 - Present
CHASE Commercial Advisors January 2015 - Present
Boxer Property December 2012 - July 2014
Citron Workspaces July 2011 - October 2012
Real Capital Solutions May 2009 - June 2011
UGL Equis August 2005 - February 2009
Smith Barney / CitiGroup January 2004 - June 2005
Skills
Sales, Sales Management, Cold Calling, Presentations, Relationship Marketing, Advertising, Marketing, Real Estate, Selling, CRM, Leases, Commercial Real Estate, Property Management, Lead Generation, Negotiation, Location Intelligence, Tenant, Time Management, Landlords, Online Advertising, Leadership, New Business Development, Networking, Business Development, Finance, Contract Negotiation, Disposition, Property, Customer Service, Sellers
Education
University of Oregon 2001 — 2005
B.S, Finance and Economics
University of Oregon - Charles H. Lundquist College of Business 2001 — 2005
Bachelor of Science, Finance / Economics
West Linn High School 1998 — 2001
Diploma
Sam Sones, LUTCF Sam Sones, LUTCF's Smith Barney / CitiGroup Experience February 2003 - December 2006
Job Agent at Southern Farm Bureau
Industry Insurance
Experience
Southern Farm Bureau February 2008 - Present
Insurance and Risk Managers (IRM) January 2007 - January 2008
Smith Barney / Citigroup February 2003 - December 2006
Skills
Licensed Life Insurance..., Licensed Property &..., Fixed Annuities, Estate Planning, Insurance, Risk Management, Roth IRA, Commercial Lines, Customer Service, Sales, Marketing, Leadership, Public Speaking, Team Building, Microsoft Office, Sales Management, Strategic Planning, Event Planning, Microsoft Excel, PowerPoint
Education
Mississippi College 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
Southern Farm Bureau February 2008 - Present
Insurance and Risk Managers (IRM) January 2007 - January 2008
Smith Barney / Citigroup February 2003 - December 2006
Skills
Licensed Life Insurance..., Licensed Property &..., Fixed Annuities, Estate Planning, Insurance, Risk Management, Roth IRA, Commercial Lines, Customer Service, Sales, Marketing, Leadership, Public Speaking, Team Building, Microsoft Office, Sales Management, Strategic Planning, Event Planning, Microsoft Excel, PowerPoint
Education
Mississippi College 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
Chris Balka Chris Balka's Smith Barney / CitiGroup Experience March 1994 - April 2009
Job Senior Vice President/Financial Advisor, Seattle
Industry Financial Services
Experience
CONCERT Wealth Management May 2009 - Present
Smith Barney / Citigroup March 1994 - April 2009
McCaw Cellular 1991 - 1994
Skills
Wealth Management, Investment Strategies, Retirement Income, Stock Portfolios, Mutual Funds, Education Planning, Holistic Financial..., Estate Planning, Philanthropy, Life Insurance, Annuities, Long Term Care, Business Consulting, Stock Dividend..., Tax-efficient Investing, Retirement Plan..., Retirement Planning, Equities, Insurance, Management Consulting, Long-term Care, Fixed Annuities, Series 63, Financial Planners, Asset Allocation, Series 7, Investments, Finance, Retirement, Entrepreneurship, Strategic Financial..., Investment Management, Portfolio Management, Alternative Investments, Asset Management, Securities, Investment Advisory, Wealth Management..., Fixed Income, Financial Analysis
Education
University of Idaho 1985 — 1987
Master of Business Administration (MBA), Finance
University of Idaho 1974 — 1978
Bachelor of Science (BS), Natural Resource Management
Indiana University Bloomington 1970 — 1973
none, Physical and Social sciences
CONCERT Wealth Management May 2009 - Present
Smith Barney / Citigroup March 1994 - April 2009
McCaw Cellular 1991 - 1994
Skills
Wealth Management, Investment Strategies, Retirement Income, Stock Portfolios, Mutual Funds, Education Planning, Holistic Financial..., Estate Planning, Philanthropy, Life Insurance, Annuities, Long Term Care, Business Consulting, Stock Dividend..., Tax-efficient Investing, Retirement Plan..., Retirement Planning, Equities, Insurance, Management Consulting, Long-term Care, Fixed Annuities, Series 63, Financial Planners, Asset Allocation, Series 7, Investments, Finance, Retirement, Entrepreneurship, Strategic Financial..., Investment Management, Portfolio Management, Alternative Investments, Asset Management, Securities, Investment Advisory, Wealth Management..., Fixed Income, Financial Analysis
Education
University of Idaho 1985 — 1987
Master of Business Administration (MBA), Finance
University of Idaho 1974 — 1978
Bachelor of Science (BS), Natural Resource Management
Indiana University Bloomington 1970 — 1973
none, Physical and Social sciences
Dan Walter's Smith Barney / CitiGroup Experience 2000 - 2006
Job President and CEO Performensation Pay for Performance Consulting
Industry Management Consulting
Experience
Performensation Consulting September 2006 - Present
Equity Compensation Experts 2008 - Present
Barclays Global Investors 2007 - 2008
AST Equity Plan Solutions 2007 - 2007
Buck Consultants 2006 - 2006
Smith Barney / Citigroup 2000 - 2006
Citi Smith Barney 2000 - 2006
AST StockPlan 1994 - 2006
Smith Barney 2000 - 2005
Citigroup 2000 - 2005
Skills
Executive Pay, Strategy, Mergers & Acquisitions, Start-ups, Equities, Incentive Programs, Leadership, Management, Performance Management, Employee Benefits, Consulting, Strategic Planning, Personnel Management, Stocks, Compensation & Benefit, Talent Management, Business Planning, Options, Management Consulting, Training, Employee Engagement, Equity Compensation, Executive Compensation, Incentives, Analysis, Stock Administration..., Shares, Internal Communications, HRIS, Program Management, Equity Compensation..., Financial Reporting, Organizational..., Variable/Performance..., Keynote Speaker, Compensation, Bonus, Pay, Salary, Acquisition Integration, RFP, Corporate Communications, Salary Structures, Stock, Human Capital Management, HR Strategy, Alignment, IPO, Problem Solving, Organizational Design
Education
San Jose State University 1983 — 1987
Independence High School 1980 — 1983
Santa Clara University - Leavey School of Business
Certified Equity Professional
Performensation Consulting September 2006 - Present
Equity Compensation Experts 2008 - Present
Barclays Global Investors 2007 - 2008
AST Equity Plan Solutions 2007 - 2007
Buck Consultants 2006 - 2006
Smith Barney / Citigroup 2000 - 2006
Citi Smith Barney 2000 - 2006
AST StockPlan 1994 - 2006
Smith Barney 2000 - 2005
Citigroup 2000 - 2005
Skills
Executive Pay, Strategy, Mergers & Acquisitions, Start-ups, Equities, Incentive Programs, Leadership, Management, Performance Management, Employee Benefits, Consulting, Strategic Planning, Personnel Management, Stocks, Compensation & Benefit, Talent Management, Business Planning, Options, Management Consulting, Training, Employee Engagement, Equity Compensation, Executive Compensation, Incentives, Analysis, Stock Administration..., Shares, Internal Communications, HRIS, Program Management, Equity Compensation..., Financial Reporting, Organizational..., Variable/Performance..., Keynote Speaker, Compensation, Bonus, Pay, Salary, Acquisition Integration, RFP, Corporate Communications, Salary Structures, Stock, Human Capital Management, HR Strategy, Alignment, IPO, Problem Solving, Organizational Design
Education
San Jose State University 1983 — 1987
Independence High School 1980 — 1983
Santa Clara University - Leavey School of Business
Certified Equity Professional
Jeff Carlton's Smith Barney / CitiGroup Experience September 1991 - September 2007
Job Sr. VP Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2007 - Present
Smith Barney / Citigroup September 1991 - September 2007
Education
James Madison University 1978 — 1982
Bachelor of Science (B.S.), Management and Marketing
UBS Financial Services, Inc. September 2007 - Present
Smith Barney / Citigroup September 1991 - September 2007
Education
James Madison University 1978 — 1982
Bachelor of Science (B.S.), Management and Marketing
Evan Presser's Smith Barney / CitiGroup Experience June 2004 - August 2004
Job Manager at Capital Auto Auction
Industry Automotive
Experience
Capital Auto Auction February 2015 - Present
First Republic Bank July 2013 - September 2014
First Republic Bank December 2010 - July 2013
PricewaterhouseCoopers April 2008 - December 2010
PricewaterhouseCoopers July 2007 - March 2008
TransPerfect Translations June 2006 - July 2007
Emisphere Technologies June 2005 - August 2005
Smith Barney / Citigroup June 2004 - August 2004
Skills
Financial Analysis, Finance, Asset Management, Due Diligence, Equities, Financial Modeling, Investments, Valuation, Portfolio Management, Analysis, Customer Service, Negotiation
Education
Syracuse University 2002 — 2006
BS, Finance / Entrepreneurship
Syracuse University 2002 — 2006
Bachelor of Science, Finance and Entrepreneurship
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor of Science (BS), Finance and Entrepreneurship
Lorenzo de' Medici
Capital Auto Auction February 2015 - Present
First Republic Bank July 2013 - September 2014
First Republic Bank December 2010 - July 2013
PricewaterhouseCoopers April 2008 - December 2010
PricewaterhouseCoopers July 2007 - March 2008
TransPerfect Translations June 2006 - July 2007
Emisphere Technologies June 2005 - August 2005
Smith Barney / Citigroup June 2004 - August 2004
Skills
Financial Analysis, Finance, Asset Management, Due Diligence, Equities, Financial Modeling, Investments, Valuation, Portfolio Management, Analysis, Customer Service, Negotiation
Education
Syracuse University 2002 — 2006
BS, Finance / Entrepreneurship
Syracuse University 2002 — 2006
Bachelor of Science, Finance and Entrepreneurship
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor of Science (BS), Finance and Entrepreneurship
Lorenzo de' Medici
Gail Goodwin-Quinn's Smith Barney / CitiGroup Experience February 1989 - February 2009
Job Administrative Assistant at The Private Trust Company, NA
Industry Financial Services
Experience
The Private Trust Company, NA October 2010 - Present
SMITH BARNEY / CITIGROUP February 1989 - February 2009
Kidder Peabody July 1985 - February 1989
Bank One July 1979 - July 1985
Education
Lakeland Community College
Business Administration
The Private Trust Company, NA October 2010 - Present
SMITH BARNEY / CITIGROUP February 1989 - February 2009
Kidder Peabody July 1985 - February 1989
Bank One July 1979 - July 1985
Education
Lakeland Community College
Business Administration