Smith Barney Citigroup

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Smith Barney Citigroup Employees

Employee
Years
Job
Industry
R. Anthony Nicosia CFP® R. Anthony Nicosia CFP® Colorado Springs, Colorado Details
R. Anthony Nicosia CFP®'s Smith Barney Citigroup Experience October 1994 - February 2003
Job Sr. Investment Strategist/ Wealth Advisor 719 6484127
Industry Financial Services
Experience
Wells Fargo Wealth Management  December 2014 - March 2015
Wells Fargo Private Bank  July 2006 - March 2015
Bank of America Private Bank  February 2003 - July 2006
Smith Barney Citigroup   October 1994 - February 2003

Skills
Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Strategies, Alternative Investments, Equities, Investments, Mutual Funds, Fixed Income, Securities, Asset Managment, Financial Advisory, Retirement, ETFs, Estate Planning, Bonds, 401k Rollovers, Wealth, Hedge Funds, IRAs

Education
Eckerd College
Bachelor of Arts (B.A.), Business Administration and Management, General

Kenneth Chapin CFP® Kenneth Chapin CFP® Greater New York City Area Details
Kenneth Chapin CFP®'s Smith Barney Citigroup Experience 1988 - 2007
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   January 2007 - Present
Smith Barney/ Citigroup  1988 - 2007
Kidder Peabody  1982 - 1988
Mobil Oil  1979 - 1982

Education
City University of New York

Hosoo Josh Lee Hosoo Josh Lee Washington D.C. Metro Area Details
Hosoo Josh Lee's Smith Barney Citigroup Experience August 2008 - December 2008
Job Marketing Consumer and Product Specialist (Ekin)
Industry Sporting Goods
Experience
Nike  February 2014 - Present
Feld Entertainment  April 2009 - March 2012
Smith Barney Citigroup   August 2008 - December 2008
Foot Locker  January 2001 - September 2007
adidas  April 2005 - January 2006

Skills
Financial Analysis, Social Media, Internal Controls, Sarbanes-Oxley Act, Business Analysis, Budgets, US GAAP, Financial Reporting, Social Networking, Accounting, Financial Accounting, Event Planning, Marketing, Event Management, Marketing Strategy, Financial Modeling, Social Media Marketing, Internal Audit, GAAP, Auditing, Marketing Communications, Consumer Education, Events Coordination, Event Production, Product Marketing, Marketing Management, Employee Training, Training Delivery, Training & Development, Consumer Goods, Consumer Products

Education
George Mason University   2004 — 2008
BS, Finance

George Mason University - School of Business   2004 — 2008
Bachelor's degree - Finance

Logan Gewin, Jr. Logan Gewin, Jr. Greater Atlanta Area Details
Logan Gewin, Jr.'s Smith Barney Citigroup Experience June 2005 - August 2005
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  July 2013 - Present
SunTrust Robinson Humphrey  November 2010 - June 2013
Porter, White & Company   July 2007 - November 2010
Smith Barney (Citigroup)   June 2005 - August 2005
BMC Capital  June 2004 - August 2004

Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Mergers, Due Diligence, Mergers & Acquisitions, Bloomberg, Private Equity, Business Valuation, Capital Markets, LBO, DCF, Equities, Alternative Investments, Hedge Funds, Fixed Income

Education
Vanderbilt University - Owen Graduate School of Management   2006 — 2007
M.S.

Sewanee-The University of the South   2002 — 2006
B.A.

David Foster, CFP® David Foster, CFP® Portland, Oregon Area Details
David Foster, CFP®'s Smith Barney Citigroup Experience April 2003 - December 2003
Job Principal at Foster Wealth, Inc.
Industry Financial Services
Experience
Foster Wealth, Inc.   August 2012 - Present
Deschutes Investment Consulting LLC   June 2006 - August 2012
The Strategic Alliance   January 2004 - May 2006
Smith Barney (Citigroup)   April 2003 - December 2003
Phillips and Company Securities   August 2002 - February 2003

Skills
Retirement Planning, Estate Planning, Financial Planning, Asset Protection, Asset Management, Budgeting, Debt Management, Wealth Management, Investment Advisory, Retirement, Investments, Wealth Accumulation, Wealth, Retirement Income..., Asset Allocation, IRA's, 401k, Personal Finance, Financial Advisory, Mutual Funds, Risk Management, Investment Strategies, High Net Worth..., Pensions, Finance, Investment Management

Education
American University - Kogod School of Business   1998 — 2002
B.S. Cum Laude, Business Administration

Corvallis High   1994 — 1998

Langley School, McLean Virginia   1985 — 1991

Twain McLeod Twain McLeod Greater Philadelphia Area Details
Twain McLeod's Smith Barney Citigroup Experience August 2003 - May 2004
Job Contracts & Compliance Coordinator at Philadelphia Housing Authority
Industry Real Estate
Experience
Philadelphia Housing Authority  April 2010 - Present
Philadelphia Housing Authority  April 2010 - December 2012
SEPTA  June 2009 - September 2009
Eastern University  June 2008 - January 2009
Sedgwick CMS.  April 2007 - June 2008
Target Corporation  June 2005 - January 2007
Temple University (Society   August 2004 - June 2005
Franklin Institute  August 2004 - January 2005
Smith Barney- Citigroup  August 2003 - May 2004

Skills
Event Planning, Leadership, Team Building, Problem Solving, Presenter, Analysis, Coaching, Customer Service, Employee Relations, Human Resources, Management, Marketing, Microsoft Excel, Negotiation, Performance Management, Process Improvement, Program Management, Strategic Planning, Time Management, Training

Education
Villanova University February 2010   2009 — 2010
Masters Certificate, Applied Project Management

Eastern University   2008 — 2010
MBA, Business Administration, 3.67

Temple University - Fox School of Business and Management   2001 — 2006
Bachelor, Business Administration/Human Resource Management, 3.267

Bell Brian Bell Brian Franklin, Michigan Details
Bell Brian's Smith Barney Citigroup Experience July 1998 - June 2009
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  June 2009 - Present
Smith Barney Citigroup   July 1998 - June 2009

Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, Asset Allocation, Financial Advisory

Education
Michigan State University   1986 — 1990

Michigan State University
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Edward Gay Edward Gay Greater Seattle Area Details
Edward Gay's Smith Barney Citigroup Experience January 2006 - August 2006
Job Relationship Manager II at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  May 2007 - Present
Wells Fargo Financial, Inc.   October 2006 - May 2007
Smith Barney, Citigroup  January 2006 - August 2006

Education
Eastern Michigan University   2001 — 2005
Bachelors in Business Administration, Marketing

Sam Kuritzky Sam Kuritzky Washington D.C. Metro Area Details
Sam Kuritzky's Smith Barney Citigroup Experience September 2008 - May 2009
Job Senior Financial Analyst at Keolis America Inc.
Industry Defense & Space
Experience
Keolis America Inc.   June 2014 - Present
Keolis  June 2014 - Present
Lockheed Martin  July 2009 - June 2014
Smith Barney, Citigroup  September 2008 - May 2009
Children Achieving Maximum Potential  September 2007 - May 2008
Delta Tau Delta Fraternity  April 2007 - May 2008

Skills
Data Analysis, Forecasting, Leadership, Financial Analysis, Government Contracting, Auditing, Financial Systems, Hyperion Planning, Analysis, Budgets, Finance, Earned Value Management, Financial Planning, Financial Reporting, Management, Microsoft Excel, PowerPoint

Education
The George Washington University - School of Business   2011 — 2012
MBA, Business Administration

University of Maryland at College ParkCollege   2005 — 2009
Bachelor of Science; H. Smith School, Accounting and Finance; Business

Dea Larson Dea Larson Houston, Texas Details
Dea Larson's Smith Barney Citigroup Experience 1998 - 2005
Job Senior Financial Planner at The Mason Companies
Industry Financial Services
Experience
The Mason Companies  Sr Vice President, Wealth StrategistU.S. Trust, Bank of America2005 - 2011
Smith Barney Citigroup   1998 - 2005

Skills
Strategic Financial..., Investment Management, Estate Planning, Financial Modeling, Tax, Investment Advisory, Wealth, Retirement

Education
The University of Kansas

University of Miami School of Law

Marc Allen Brown Marc Allen Brown Boca Raton, Florida Details
Marc Allen Brown's Smith Barney Citigroup Experience December 2004 - July 2007
Job Brown, Guandolo, Onuska & Orr
Industry Investment Management
Experience
MBCG Co-Portfolio Manager   January 2011 - Present
Brown, Guandolo, Onuska & Orr   July 2007 - Present
Smith Barney Citigroup   December 2004 - July 2007
Merrill Lynch  January 2003 - December 2004
Millennium Capital Management   2000 - 2002

Skills
Portfolio Management, Wealth Management, Alternative Investments, Trust and Estate..., Insurance Solutions, Private Banking, Mergers & Acquisitions, Insurance, Public Speaking, Social Media Marketing, Event Management, Wealth, Leadership, Social Media, Strategic Planning, Event Planning, Social Networking, Customer Service, Management, Investments, Finance, Marketing, Securities, Strategy, Fundraising

Education
University of Pennsylvania - The Wharton School
Advanced Planning Certificate Program

The University of Connecticut

Edinboro University of Pennsylvania

United States Marine Corps

Howard University

Coatesville Area Senior High

Edmund Leung Edmund Leung San Francisco Bay Area Details
Edmund Leung's Smith Barney Citigroup Experience December 2005 - June 2007
Job Business Analyst / Strategy
Industry Information Technology and Services
Experience
PayPal  January 2015 - February 2015
Electronic Arts (EA)   March 2014 - September 2014
Prince of Peace Enterprises, Inc.   September 2009 - March 2014
PlayByEarPiano   July 2008 - September 2009
Plantronics  March 2008 - March 2008
Smith Barney (Citigroup)   December 2005 - June 2007
SanDisk  June 1999 - November 2005
AMD  April 1998 - May 1999

Skills
Data Analysis, Business Analysis, Strategy, Business Intelligence, Cross-functional Team..., Consultative Selling, Product Marketing, Competitive Analysis, Marketing Strategy, Product Management, Product Development, Consumer Products

Education
UCSC Silicon Valley Extension   2015 — 2015
Project and Program Management Certificate (currently in progress)

Santa Clara University
MBA, Marketing Management

University of California, Los Angeles
BS, Electrical Engineering

Lee Greene Lee Greene Los Angeles, California Details
Lee Greene's Smith Barney Citigroup Experience June 2005 - August 2005
Job Founder & CEO at WearAway
Industry Apparel & Fashion
Experience
WearAway   July 2014 - Present
Women In Venture   May 2014 - Present
Launchpad LA  November 2013 - April 2014
Wilhelmina Models LA   July 2013 - March 2014
Greene Mgmt   June 2013 - February 2014
NTA Talent Agency  February 2013 - February 2014
Nicole Miller  January 2012 - April 2012
Wilhelmina Models NY   November 2009 - April 2012
Elite Model Management  June 2006 - June 2009
Smith Barney Citigroup   June 2005 - August 2005

Skills
Fashion, Entrepreneurship, Start-ups, E-commerce, Venture Capital, Marketing, Branding & Identity, Social Media Marketing, Fashion Design, Web Design, User Interface Design, Runway, Modeling, Celebrity, Editorial, Fit, Styling, Beauty Industry, Fashion Shows, Art, Social Services, Photo Shoots, Wardrobe, Magazines, Event Planning, Creative Direction, Social Networking

Education
University of Delaware   2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

American University of Paris
French Language, European History

Eric Seder Eric Seder Ketchum, Idaho Details
Eric Seder's Smith Barney Citigroup Experience June 1981 - January 1999
Job Owner at Sun Valley Shutters & Shades
Industry Retail
Experience
Sun Valley Shutters & Shades   June 2002 - Present
Smith Barney/ Citigroup  June 1981 - January 1999

Skills
Customer Service, Merchandising, Microsoft Office, Sales, Marketing Strategy, Team Building, Coaching

Education
Harvard Business School   1979 — 1981
Master of Business Administration (MBA)

St. John's College (NM)   1972 — 1976
Bachelor of Arts (B.A.), Philosophy

William Melvin William Melvin San Diego, California Details
William Melvin's Smith Barney Citigroup Experience 2003 - 2004
Job
Industry Utilities
Experience
EKO Energy Group, LLC   August 2012 - Present
Infrastructure Advisory Services   January 2004 - Present
BKS Energy, LLC   January 2007 - 2011
Smith Barney Citigroup   2003 - 2004
Centurion USA / Panamerican Securities SA   April 1993 - March 2002
Pacific Enterprises International   1997 - 1998
NRG Energy  1994 - 1997
Coastal Power, Coastal Corporation   April 1994 - December 1994
U.S. Department of State   September 1993 - March 1994
Dewey Ballantine  June 1992 - March 1994

Skills
Renewable Energy, Alternative Fuels, Project Finance, Power Generation, Venture Capital, Non-Recourse Project..., Export Credit Agency..., Energy, Start-ups, Financial Modeling, Mergers & Acquisitions, Business Development, Alternative Energy, Private Equity, Strategic Planning, Finance, Investment Banking, Strategic Partnerships, Financial Structuring, Investments, Executive Management

Education
Trinity Hall, Cambridge University   1990 — 1991
M. Phil., Latin American Studies, Inflation Theory, Monetary Economics, Applied Maths

Georgetown University   1981 — 1985
Bachelor of Arts (BA), European History

Corpus Christi College, Cambridge University   1984 — 1984
Dining Privileges / Library Privileges / Old Court Living Privileges, European Studies/Civilization, Senior Thesis

Rogers High School   1976 — 1980
Baccalureate, History

Mark Van Mourick Mark Van Mourick Dana Point, California Details
Mark Van Mourick's Smith Barney Citigroup Experience 1979 - 1987
Job Founder and CEO at Optivest Wealth Management
Industry Financial Services
Experience
Optivest Wealth Management   March 1987 - Present
Optivest Foundation   1997 - Present
Orange County Exit Planning   2011 - Present
Smith Barney Citigroup   1979 - 1987

Skills
Investment Advisory, Portfolio Management, Wealth Management, Estate Planning, Accounting, Private Banking, Insurance, Charitable Giving, Concierge Services, Succession Planning, Exit Strategies, Retirement Income..., Retirement Planning, Real Estate Investment

Education
University of Southern California   1974 — 1978
BS, Business

Michael Reisin Michael Reisin New York, New York Details
Michael Reisin's Smith Barney Citigroup Experience May 2006 - March 2009
Job Prior: Senior Vice President, Senior Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Currently being updated   March 2009 - July 2014
Smith Barney, Citigroup  May 2006 - March 2009

Education
University of Colorado System   1987 — 1991
Bachelor's Degree, Communication Major and Business Study

Columbia University in the City of New York   1996 — 1997
Post-Baccalaureate Pre-Medical Program, Non-Degree

Jenessa Dunlap Jenessa Dunlap Indianapolis, Indiana Area Details
Jenessa Dunlap's Smith Barney Citigroup Experience June 2005 - March 2006
Job Senior Staff Accountant at CNO Financial Group
Industry Insurance
Experience
CNO Financial Group  January 2014 - Present
CNO Financial Group  August 2011 - January 2014
CNO Financial Group  April 2007 - August 2011
Purdue University  May 2006 - August 2006
Smith Barney Citigroup   June 2005 - March 2006
Purdue University  2005 - 2006

Skills
Customer Service, Insurance, Microsoft Excel, Process Improvement, Data Analysis, Accounting, Business Analysis, Microsoft Office, Analysis, Leadership, Editing, Call Centers, Microsoft Word, Team Building, PowerPoint, Training

Education
Indiana Wesleyan University   2009 — 2012
Masters, Business Administration Accounting Specialization

Purdue University   2002 — 2006
B.S, Financial Counseling and Planning

Jennifer Healy Jennifer Healy Springfield, Massachusetts Area Details
Jennifer Healy's Smith Barney Citigroup Experience 1999 - 2001
Job Managing Director at Northeastern Banking Services Group
Industry Financial Services
Experience
Northeastern Banking Services Group  September 2009 - Present
CCR LLP  2003 - 2009
NWS Corporation   2001 - 2003
Smith Barney Citigroup   1999 - 2001
KPMG  1995 - 1999
Fleet Bank  1991 - 1995

Skills
Banking, Financial Services, Account Management, Credit, Team Building, Risk Management, Financial Modeling, Strategic Planning, Loans, Sales, Vendor Management, Sales Management, Program Management, Retail Banking, New Business Development, Process Improvement, Commercial Lending, Strategy, Internet Banking, Coaching, Insurance, Outsourcing, Management Consulting, Strategic Partnerships, Business Strategy, Business Analysis, Management, Commercial Mortgages, Asset Based Lending, Customer Service, Budgets, Executive Management, Financial Institutions, Commercial Banking, Leadership, Change Management, Portfolio Management, Analysis, Finance, Relationship Management, Electronic Payments, Start-ups, Strategic Financial..., CRM, Investments, Business Development, Mergers & Acquisitions, Operational Risk..., Financial Analysis, Mortgage Lending

Education
Western New England College   1998 — 2001
Masters in Business Administration, Business, Management, Marketing, and Related Support Services

University of Massachusetts, Amherst
Business Administration and Management

Nicholas Versandi Nicholas Versandi Greater New York City Area Details
Nicholas Versandi's Smith Barney Citigroup Experience September 2004 - May 2005
Job Associate in Leveraged Finance at Barclays
Industry Financial Services
Experience
Barclays Investment Bank  September 2010 - Present
Capstone Business Credit, LLC   February 2008 - September 2010
Metro International  November 2005 - February 2008
Yahoo!  June 2005 - October 2005
Smith Barney Citigroup   September 2004 - May 2005

Skills
Financial Modeling, Financial Analysis, Business Development, Marketing Strategy, Strategic Planning, New Business Development, Credit, Competitive Analysis, Start-ups, Online Advertising, Business Strategy, Account Management

Education
Hobart and William Smith Colleges   2001 — 2005
B.A., Media & Society

The Browning School   1992 — 2001

Michael Fink Michael Fink Greater Nashville Area Details
Michael Fink's Smith Barney Citigroup Experience May 2006 - July 2007
Job Vice President at First Trust
Industry Financial Services
Experience
First Trust  August 2013 - Present
Goldman Sachs  September 2009 - July 2013
New York Life Investments/MainStay Investments   July 2007 - September 2009
Smith Barney Citigroup   May 2006 - July 2007

Skills
Alternative Investments, Mutual Funds, Retirement Planning, Retirement, Financial Advisory, Portfolio Management, Trading, Financial Services, Capital Markets, Fixed Income, Equities

Education
Northwestern University - Kellogg School of Management   2011 — 2014
Master of Business Administration (M.B.A.), Finance, General

University of Dayton   2002 — 2006
Bachelor, Finance

Zenia Birdie Zenia Birdie Greater New York City Area Details
Zenia Birdie's Smith Barney Citigroup Experience June 2005 - July 2005
Job Integrated Advertising Account Executive
Industry Marketing and Advertising
Experience
Publicis North America  June 2015 - Present
Publicis Kaplan Thaler  November 2013 - May 2015
Publicis Kaplan Thaler  November 2012 - November 2013
World Wrestling Entertainment (Temporary Assignment)   August 2012 - October 2012
Mercantile Capital Corporation  February 2012 - June 2012
Mercantile Capital Corporation  October 2011 - February 2012
Mercantile Capital Corporation  October 2010 - October 2011
Mercantile Capital Corporation  May 2009 - August 2009
Smith Barney, Citigroup  June 2005 - July 2005

Skills
Marketing, Market Research, Online Advertising, Microsoft Office, Microsoft Excel, Advertising, Microsoft Word, PowerPoint, Accounting, Social Media, Social Media Marketing, Facebook, Sales, Integrated Marketing, Oral & Written..., Analytics, SBA 504, Mortgage Lending, Digital Marketing

Education
University of Florida   2006 — 2010
Bachelor of Science (B.S.) in Business Administration, Cum Laude, Marketing, 3.8/4.0 GPA

Saint John's University, Rome Campus   2009 — 2009

Glenn Phillips Glenn Phillips Greater New York City Area Details
Glenn Phillips's Smith Barney Citigroup Experience August 2005 - May 2006
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group.   September 2013 - Present
Westchester County 501(c) Non For Profit Organization   December 2012 - December 2013
Prudential Financial  September 2008 - December 2012
Arthur J. Gallagher & Co.   May 2006 - August 2008
Smith Barney Citigroup   August 2005 - May 2006
TIAA-CREF  August 1997 - April 2005

Skills
Microsoft Office, Microsoft Excel, Customer Service, Retirement Planning, Retirement, Insurance, Financial Advisory, Strategic Financial..., Mutual Funds, Fixed Annuities, Finance, Disability Insurance, Sales, Risk Management, Financial Analysis, Strategic Planning, Leadership, Banking, Financial Planning

Education
City University Graduate School
Master of Business Administration (MBA), Financial Planning and Services

City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Finance and Investments

College for Financial Planning
Financial Planning and Services

Seth Low Junior High

Tulane University - A.B. Freeman School of Business
Master of Business Administration (MBA), Accounting and Finance

Florin Morosan Florin Morosan Boston, Massachusetts Details
Florin Morosan's Smith Barney Citigroup Experience 2000 - 2002
Job Buyside Equity Research at Pacific Paradigm Advisors
Industry Investment Management
Experience
Pacific Paradigm Advisors   January 2012 - Present
The Blackstone Group  February 2008 - December 2011
Leda Research and Trading   January 2003 - January 2008
Robertson Stephens  2002 - 2003
Smith Barney - Citigroup  2000 - 2002
Sanford Bernstein  1999 - 2000
McKinsey & Co  1997 - 1999

Skills
Research, Investments, Trading, Equity Research, Business Analysis, Macroeconomics, Matlab, Factset, Bloomberg, Valuation, Portfolio Management, Equities, Financial Modeling, Strategy, Mergers & Acquisitions, Quantitative Analytics, Risk Management, Capital Markets, Management

Education
MIT-Sloan   1995 — 1997
MBA, Operations Research, Finance

MIT   1991 — 1996
PhD, Engineering

Liv Arias Liv Arias San Francisco Bay Area Details
Liv Arias's Smith Barney Citigroup Experience September 2000 - September 2006
Job Sr. Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS  April 2015 - Present
UBS  January 2014 - April 2015
UBS  August 2013 - December 2013
UBS  September 2011 - August 2013
UBS  September 2006 - August 2011
Smith Barney Citigroup   September 2000 - September 2006

Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business Administration

Claudine Simon Claudine Simon Greater New York City Area Details
Claudine Simon's Smith Barney Citigroup Experience May 2003 - December 2004
Job CFM Manager at Accenture
Industry Management Consulting
Experience
Accenture  January 2005 - Present
Smith Barney, Citigroup  May 2003 - December 2004

Skills
Analysis, Forecasting, Financial Accounting, SAP, SAP R/3, SAP BW, Ariba, Financial Reporting, Corporate Finance, Microsoft Excel, Pricing, Revenue Recognition, Internal Controls, Revenue Protection, Expense Management, Account Reconciliation, Project Management, Financial Analysis

Education
Fairleigh Dickinson University-Florham Campus   2003 — 2004
Master, Business Administration; International Business

Fairleigh Dickinson University   2000 — 2003
Bachelor of Science, Economics & Finance; Finance

Ivan Fong Ivan Fong San Francisco, California Details
Ivan Fong's Smith Barney Citigroup Experience August 2002 - February 2007
Job
Industry Financial Services
Experience
BlackRock  October 2010 - Present
BlackRock  April 2007 - October 2010
Smith Barney, Citigroup  August 2002 - February 2007
California Army National Guard  March 1997 - June 2004

Skills
Bloomberg, Mutual Funds, Investments, Asset Allocation, Fixed Income, GIPS, Performance Measurement, SQL, Derivatives, Investment Management, Capital Markets, Finance, Equities, Trading, StatPro, Due Diligence, Reuters, Zephyr StyleADVISOR, Zephyr AllocationADVISOR, ETFs, Hedge Funds

Education
California State University-East Bay   2002 — 2006
M.B.A, Business Economics

California State University-East Bay   1998 — 2002
B.A, Finance

Ted Papadopoulos Ted Papadopoulos New York, New York Details
Ted Papadopoulos's Smith Barney Citigroup Experience 1997 - 2010
Job Senior Vice PresidentInvestments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management  August 2012 - Present
J.P. Morgan   2010 - 2012
Smith Barney Citigroup   1997 - 2010
Merrill Lynch  1995 - 1997
NatWest (currently Bank of America)   1992 - 1995

Skills
Investments, Equities, Series 7, Portfolio Management, Fixed Income, Securities, Asset Management, Wealth Management, Hedge Funds, Financial Services, Registered Options...

Education
Queens College
BS, Economics & Sociology

Monica Jagiella Monica Jagiella Greater Chicago Area Details
Monica Jagiella's Smith Barney Citigroup Experience September 1996 - March 2009
Job SeniorTax Advisor/Tax ExpertRetirement/Instructor at H & R Block
Industry Financial Services
Experience
H & R Block  January 2013 - Present
Multi Financial Securities Corporation  February 2011 - December 2013
Smith Barney, Citigroup  September 1996 - March 2009
Illinois Central College  September 1999 - March 2001

Skills
Investments, Retirement Planning, Strategic Planning, Portfolio Management, Strategic Financial..., Mutual Funds, Finance, Public Relations, Investment Strategies, Wealth Management, Insurance, Estate Planning, Microsoft Office, Retirement, Financial Advisory, Recruiting, Forecasting, Securities, Financial Services, Small Business, Life Insurance

Education
Purdue University Calumet   1992 — 1996
Bachelor's Degree, Finance Management

Purdue University
Bachelor of Science Degree, Business/Finance Management; Domestic&International Business, Management, Finance&Accounting

Lisa Auger Lisa Auger Trenton, New Jersey Details
Lisa Auger's Smith Barney Citigroup Experience September 1993 - September 1996
Job Principal Library Assistant at Mercer County Public Library
Industry Libraries
Experience
Mercer County Public Library   May 2006 - Present
Prudential Investments  September 1996 - May 1999
Smith Barney Citigroup   September 1993 - September 1996
Hapag-Lloyd AG  September 1985 - August 1993

Education
City University of New York-College of Staten Island

Eric Murata Eric Murata Greater Los Angeles Area Details
Eric Murata's Smith Barney Citigroup Experience June 2004 - September 2006
Job Manager at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants  December 2014 - Present
Kravitz, Inc.   November 2009 - December 2014
Morgan Stanley  August 2007 - November 2009
Japanese American Cultural & Community Center  June 2007 - August 2007
Smith Barney Citigroup   June 2004 - September 2006

Skills
MS Excel Pivot Tables, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Management, Analysis, Financial Analysis, Strategic Planning, Process Improvement, Outlook, Business Analysis

Education
University of California, Los Angeles   2005 — 2009
Bachelor of Arts (B.A.), Political Science

B. Monte Brumbaugh, CFP B. Monte Brumbaugh, CFP Greater Minneapolis-St. Paul Area Details
B. Monte Brumbaugh, CFP's Smith Barney Citigroup Experience October 2003 - June 2009
Job Associate Director of Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   June 2009 - Present
Smith Barney Citigroup   October 2003 - June 2009
Piper Jaffray  March 1998 - October 2003
Juran and Moody Inc.   January 1989 - February 1996

Education
Hamline University   1985 — 1988
Bachelor of Arts (B.A.), Economics

University of Minnesota-Twin Cities   1979 — 1981
No degree, International Business

Jeff Veit Jeff Veit San Francisco Bay Area Details
Jeff Veit's Smith Barney Citigroup Experience April 2002 - October 2004
Job DigitalProgrammatic Ad Sales & Marketing Director of Sales & Brand Partnerships at SpotX
Industry Online Media
Experience
SpotX  February 2014 - Present
ValueClick (now Conversant)   June 2012 - February 2014
DataXu  February 2011 - April 2012
Undertone  January 2009 - December 2010
United Business Media - TechWeb   August 2007 - December 2008
DM Review - Source Media   October 2004 - August 2007
Smith Barney - Citigroup  April 2002 - October 2004
Zaplet  May 2000 - August 2000
Anderson & Lembke  April 1996 - June 1999
JWT  January 1992 - April 1996

Skills
Digital Media, Online Advertising, Advertising, Digital Marketing, Media Planning, Integrated Marketing, Business Development, B2B, Analytics, Sales, Mobile Advertising, Ad Networks, Display Advertising, Video Advertising, Direct Marketing, Account Management, New Business Development, Programmatic Advertising

Education
Arizona State University - W. P. Carey School of Business   1999 — 2001
MBA, Marketing Management

University of Pennsylvania   1987 — 1991
BA, History

Head-Royce School   1979 — 1987

Bradford G. Lee, CIS Bradford G. Lee, CIS Saint Paul, Minnesota Details
Bradford G. Lee, CIS's Smith Barney Citigroup Experience 2003 - 2007
Job Focal Point Financial Services / SagePoint Financial, Inc., Registered Principal
Industry Financial Services
Experience
Focal Point Financial Services / SagePoint Financial, Inc.   April 2007 - Present
Smith Barney - Citigroup  2003 - 2007
3M Company  1975 - 2002

Skills
Investments, Employee Benefits, Retirement, Securities, Life Insurance, Asset Managment, Strategic Financial..., Small Business, Financial Planners, Insurance, Risk Management, Financial Analysis, Finance, Wealth Management

Education
Cardinal Stritch University   1998 — 1999
BS, Business Management

Arunkumar Kanagaraj Arunkumar Kanagaraj Toronto, Canada Area Details
Arunkumar Kanagaraj's Smith Barney Citigroup Experience 2008 - 2008
Job Analyst at Scotiabank Global Banking and Markets
Industry Information Technology and Services
Experience
Scotiabank Global Banking and Markets  November 2013 - Present
Tech Mahindra (formerly Mahindra Satyam)   June 2004 - Present
Morgan Stanley Wealth Management  2010 - 2013
Ford Motor Company  2008 - 2010
Smith Barney Citigroup   2008 - 2008

Skills
Requirements Analysis, Business Analysis, SDLC

Education
University of Madras   2000 — 2004
BE, Mechanical

Danielle French Danielle French Greater New York City Area Details
Danielle French's Smith Barney Citigroup Experience April 2006 - April 2007
Job Assistant Vice President, IMPACT Project Manager, Marsh
Industry Insurance
Experience
Marsh  December 2013 - Present
Aon Corporation  January 2010 - December 2013
Morgan Stanley Smith Barney  April 2007 - March 2009
Smith Barney (Citigroup)   April 2006 - April 2007
The Community Preservation Corporation  2004 - 2006
Philip Morris  June 2000 - July 2003

Skills
Risk Management, Salesforce.com, Insurance, Financial Analysis, Strategic Planning, New Business Development, Marketing Strategy, Marketing Communications, Trade Marketing, Project Management, Marketing Management, Eloqua, SharePoint, Sales, Management, Social Media, Property & Casualty..., Leadership, Underwriting, Marketing

Education
Rutgers, The State University of New Jersey-New Brunswick
Psychology and Philosophy

Tiffany Rome, MBA Tiffany Rome, MBA Lincolnton, North Carolina Details
Tiffany Rome, MBA's Smith Barney Citigroup Experience July 2000 - August 2001
Job Business Operations Manager at Thrive 47, LLC
Industry Education Management
Experience
Thrive 4-7, LLC   July 2015 - Present
Lincoln County Schools  August 2010 - September 2015
Gaston County Schools  June 2008 - July 2010
Smith Barney Citigroup   July 2000 - August 2001

Skills
Language Arts, Differentiated..., Lesson Planning, Special Education, Teaching, Classroom Management, K-12, Classroom, Curriculum Development, Professional Learning..., Curriculum Mapping, Literacy, Educational Leadership, Public Speaking, Instructional Technology, Mathematics Education, Tutoring, Elementary Education, Educational Technology, Balanced Literacy, Gifted Education, Teacher Training, Microsoft Word, PowerPoint, Microsoft Office, Social Studies, Staff Development, Smartboard, Mathematics, Mathematical Modeling, Mathematical Analysis, Event Planning, Spreadsheets, Microsoft Excel, Problem Solving, Rugby, Professional..., Adult Education, Leadership, Management, Team Building, Training, Community Outreach, Strategic Planning

Education
Keller Graduate School of Management   2005 — 2007
Master of Business Administration (MBA), Accounting

UNC Chapel Hill   1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General

J. Moses Becerril J. Moses Becerril Greater New York City Area Details
J. Moses Becerril's Smith Barney Citigroup Experience October 2005 - November 2011
Job Project Manager, Tax Services Division at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions  November 2014 - Present
Morgan Stanley  December 2011 - October 2014
Smith Barney Citigroup   October 2005 - November 2011
The ExecuSearch Group  2004 - 2005
Thomson Financial  September 2003 - December 2004
Dun & Bradstreet  January 2002 - August 2003
Response Insurance  August 1998 - August 2000

Education
NYU School of Professional Studies   2015 — 2017

University of Denver - Daniels College of Business   2013 — 2015
Master's Degree

University of Havana   2000 — 2001
Bachelor’s Degree

Manhattanville College   1996 — 2001
Bachelor's degree

Cardinal Hayes High School   1993 — 1996

Matthew Anstie Matthew Anstie Birmingham, Michigan Details
Matthew Anstie's Smith Barney Citigroup Experience 2005 - 2006
Job Agency Owner
Industry Insurance
Experience
Michigan Farm Bureau  October 2013 - Present
Farm Bureau Financial Services  October 2013 - Present
State Farm  January 2009 - June 2013
Western & Southern Financial   2008 - 2009
The Private Bank And Trust Company  January 2007 - December 2007
UBS  2006 - 2007
Smith Barney Citigroup   2005 - 2006
Target  2000 - 2005

Skills
Sales, Management, Sales Management, Sales & Marketing..., Finance, Recruiting, Retail Sales, Store Management, New Store Openings, New Store Development, Networking, Social Networking, Training, Sales Leads, Referrals, Business Strategy, Business Planning, Microsoft Excel, PowerPoint, Microsoft Word, Access, Prospect Research, Sales Prospecting, Prospecting Skills, Finacial Management, Portfolio Management, Cold Calling, Selling

Education
University of Phoenix   2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General

Oakland University   2001 — 2006
Bachelor of Science (BS), Marketing Finance

Tamari Dogonadze Tamari Dogonadze Greater New York City Area Details
Tamari Dogonadze's Smith Barney Citigroup Experience May 2008 - August 2008
Job Associate Compliance Officer, AML Compliance at JPMorgan Chase & Co.
Industry Investment Management
Experience
JPMorgan Chase & Co.   April 2015 - Present
Van Eck Global  August 2010 - March 2015
Credit Suisse  February 2009 - May 2009
Smith Barney Citigroup   May 2008 - August 2008
The Besen Group, LLC   March 2007 - December 2007

Skills
Hedge Funds, Mutual Funds, Fixed Income, Derivatives, Bloomberg, Equities, Investments, Financial Analysis, Capital Markets, Emerging Markets, Securities, Asset Management, Portfolio Management, Chess

Education
City University of New York-Baruch College   2005 — 2010
BBA, Finance and Investments

Georgian Technical University   2001 — 2004
BBA, Finance and Banking

George Koury George Koury Greater Atlanta Area Details
George Koury's Smith Barney Citigroup Experience June 2007 - August 2007
Job at
Industry Sporting Goods
Experience
The GunRoom LLC   September 2010 - Present
Independent real estate investor  January 2012 - Present
Koury's Market, Inc.   May 2005 - May 2010
Smith Barney Citigroup   June 2007 - August 2007
ConMed Corporation  December 2006 - March 2007
US Department Of Agriculture  May 2005 - August 2005

Skills
Business Strategy, Marketing, Valuation, Retail, Management, Real Estate, Finance, Strategic Planning, Entrepreneurship, Negotiation, Market Research, Strategy, Competitive Analysis, Business Development

Education
Cornell University   2005 — 2008
B.Sc

Cornell University, College of Agriculture and Life Sciences   2005 — 2008
Bachelor of Science, Interdisciplinary Studies, Applied Economics and Management

Dwain A. Dadoly Dwain A. Dadoly Barnstable/Yarmouth, Massachusetts Area Details
Dwain A. Dadoly's Smith Barney Citigroup Experience February 1998 - February 2009
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2009 - Present
Smith Barney Citigroup   February 1998 - February 2009
Advest Group Inc   June 1992 - February 1998

Skills
Fixed Annuities, Asset Allocation, Risk Management, Personal Finance, Liability Management, Financial Planning, Financial Modeling, Insurance, Financial Analysis, Loans, Alternative Investments, ALM, Asset Management, Banking, Investments, Life Insurance, Hedge Funds, Mutual Funds, Finance, Mortgage Lending, Estate Planning, Strategic Financial..., Retirement Planning, Management

Education
University of Maine   1979 — 1984
Bachelor's Degree, Natural Resources

University of Maine   1979 — 1981
Associate's Degree, Business Managment

Milford Area High School   1976 — 1979

Marla Lopez-Roberts Marla Lopez-Roberts Silver Spring, Maryland Details
Marla Lopez-Roberts's Smith Barney Citigroup Experience 1999 - 2004
Job Institutional Client Services
Industry Financial Services
Experience
APSB  2012 - 2014
Merrimac Asset Management LLC   2010 - 2012
UBS Wealth Management  2006 - 2009
Fiserv Investor Services   2004 - 2006
Smith Barney Citigroup   1999 - 2004

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Business English, English, Event Planning, Project Planning, Financial Services, Special Education, Communication, Interpersonal Skills, Interpersonal..., Interpersonal..., Administrative..., Office Administration, Office Management, Series 7, Series 63, Series 6, Series 24, Trade Compliance, Customer Service, Finance, Investments, Regulatory Compliance, Risk Management

Education
University of Louisiana at Lafayette   1989 — 1993
Bachelor of Arts (BA), English

The Louisiana School of Math, Science, and Arts   1986 — 1988

David Schumer David Schumer Greater New York City Area Details
David Schumer's Smith Barney Citigroup Experience January 2004 - May 2005
Job Principal at Third Street Partners
Industry Financial Services
Experience
Third Street Partners   October 2013 - Present
David Barrett Partners  February 2013 - October 2013
Tribe Capital Management   August 2008 - April 2012
HBK Capital Management  September 2007 - July 2008
Lehman Brothers  July 2005 - August 2007
Smith Barney Citigroup   January 2004 - May 2005

Skills
Investing, Equity Research, Financial Analysis, Financial Modeling, M&A due diligence, M&A experience, Strategic Planning, Fundamental Research, Corporate Finance, Idea Generation, Team Motivator, Self Starter, Operational Efficiency, Organizational..., Due Diligence, Investments, Fundamental Analysis, Investment Strategies, IPO, Financial Markets, Corporate Development, Investor Relations, Venture Capital, Equity Valuation, Capital Structure, Investment Management, Financial Institutions, Valuation, Bloomberg, Alternative Investments, Business Strategy, Management Consulting, Financial Services, Finance, Capital Markets, Investment Banking, Portfolio Management, Hedge Funds, Equities, Recruiting, Executive Search, Private Equity, Mutual Funds, Wealth Management, Asset Management, Asset Allocation, Fixed Income, Management, Strategy, Financial Structuring

Education
The George Washington University   2001 — 2005
BBA, Magna Cum Laude, Finance, International Business and Economics

The George Washington University - School of Business   2001 — 2005
Bachelor of Business Administration - Magna Cum Laude, Finance, International Business and Economics

Anne Q. Fomon Anne Q. Fomon La Jolla, California Details
Anne Q. Fomon's Smith Barney Citigroup Experience June 1993 - March 2002
Job Managing Director Investments, Senior PIM® Portfolio Manager at Wells Fargo Advisors
Industry Financial Services
Experience
FOMON & ULLOA Wealth Management Group of Wells Fargo Advisors   October 2008 - Present
Morgan Stanley  April 2002 - October 2008
Smith Barney Citigroup   June 1993 - March 2002
Shearson Lehman Brothers  January 1990 - June 1993
Shearson Lehman / American Express   November 1987 - December 1988
EF Hutton & Company, Inc.   1980 - November 1987

Skills
Investments, Retirement Planning, Business Strategy, Finance, Financial Analysis, Insurance, Management Consulting, Change Management, Risk Management, Business Analysis, Strategy

Education
University of Southern California   1975 — 1977
Bachelor of Arts (B.A.), Letters, Arts & Sciences

Whitney Slavinskas Whitney Slavinskas Rochester, New York Area Details
Whitney Slavinskas's Smith Barney Citigroup Experience March 2005 - July 2005
Job Licensed Real Estate Salesperson at Nothnagle Realtors
Industry Management Consulting
Experience
Nothnagle Realtors  June 2013 - Present
VictoriaLondonLUXURY   October 2013 - Present
W.E.S.T - Independent Consultancy   January 2013 - Present
Fairport Watch and Jewelry   February 2012 - Present
GreenEnergy   November 2011 - Present
Gemserv   January 2009 - October 2011
Arqiva  September 2005 - December 2008
National Grid  September 2006 - April 2007
Smith Barney Citigroup   March 2005 - July 2005
Electronics and Innovations, Ltd   January 2005 - July 2005

Skills
Effective Corporate..., Optimal Maximisation of..., Evidence Based Approach, Business Strategy, Energy, New Business Development, Change Management, Business Analysis, Governance, Business Transformation, Contract Negotiation, Strategy, Business Process, Stakeholder Management, Program Management, Renewable Energy, Business Case, Business Development, Smart Grid, Management, Business Planning, CRM, Analysis

Education
University of Rochester - Simon Business School   2004 — 2005
MBA, Finance, Accounting

Saint Bonaventure University   1996 — 2000
BSc, Business Administration

Gilbert R. Maxwell Gilbert R. Maxwell Scottsdale, Arizona Details
Gilbert R. Maxwell's Smith Barney Citigroup Experience June 1993 - May 2009
Job Financial Advisor, Wealth Management Specialist Raymond James
Industry Investment Management
Experience
Raymond James  May 2009 - Present
Smith Barney - Citigroup  June 1993 - May 2009
Arizona Community College   January 2000 - June 2001
Dean Witter, Morgan Stanley   August 1983 - June 1993

Skills
Retirement Planning, Wealth Management, Finance, Portfolio Management, Retirement, Financial Advisory, Securities, Financial Services, Wealth Management..., Asset Allocation, Mutual Funds, Series 7, Management, Estate Planning

Education
BYU
Social-Psychology, Science

Santa Fe High School
HS Diploma, College Prep, Cerritos Jr College

Linda L. Peretz Linda L. Peretz Scarsdale, New York Details
Linda L. Peretz's Smith Barney Citigroup Experience September 1992 - April 2003
Job Licensed Associate Broker at Houlihan Lawrence
Industry Real Estate
Experience
Houlihan Lawrence  June 2005 - Present
Smith Barney Citigroup   September 1992 - April 2003
Shearson lehman  1987 - 1992
Goldman Sachs  June 1977 - July 1987

Skills
Sellers, Real Estate, Luxury, Real Estate Transactions, National Association of..., Move Up Buyers, ABR, Buyers, First Time Home Buyers, Condos, Single Family Homes, Relocation Buyers, Buyer Representation, Relocation, New Home Sales

Education
New York University   1978 — 1980
MBA, Finance

NYU   1974 — 1976
Master's degree, Near and Middle Eastern Studies

New York University   1969 — 1974
Bachelor's degree, Literature

Lynn Mallinson Lynn Mallinson Greater New York City Area Details
Lynn Mallinson's Smith Barney Citigroup Experience 1994 - 2000
Job Market Researcher, Secret Shopper/Consumer Consultant at Invision Consulting
Industry Financial Services
Experience
Invision Consulting  November 2011 - Present
Brandworkz   October 2011 - January 2012
Morgan Stanley Smith Barney  July 2000 - May 2010
Smith Barney Citigroup   1994 - 2000

Skills
Video Production, Financial Services, Budget, Program Management, Video, Newsletters, Investments, Equities, Relationship Management, Series 7, New Business Development, Business Strategy, Marketing Communications, Marketing Strategy, Business Development, Analysis, Marketing, Project Management, Vendor Management, Social Media, Editing, Budgets, Sales, Email Marketing, Research, Strategy, Leadership, Competitive Analysis

Education
Ithaca College
BA, Psychology

Allyson Procaccini Allyson Procaccini Greater Philadelphia Area Details
Allyson Procaccini's Smith Barney Citigroup Experience April 2004 - July 2006
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  July 2006 - Present
Smith Barney Citigroup   April 2004 - July 2006
Morgan Stanley Alternative Investment Partners  April 2003 - April 2004

Education
Saint Joseph's University   1998 — 2002
B.S., Marketing

Saurav Mohanty Saurav Mohanty Greater New York City Area Details
Saurav Mohanty's Smith Barney Citigroup Experience March 2002 - March 2004
Job Director at PricewaterhouseCoopers Advisory Services
Industry Financial Services
Experience
PwC Advisory Services  July 2014 - Present
Wipro Consulting  April 2014 - June 2015
Brighter Concept Health Care   October 2009 - August 2014
Global Consulting Practice of TCS   August 2012 - April 2014
Ernst & Young  February 2010 - August 2012
Erie Insurance Group  August 2008 - March 2010
The Hartford  February 2007 - August 2008
Deloitte  October 2005 - January 2007
IBM Business Consulting Services  April 2004 - August 2006
Smith Barney Citigroup   March 2002 - March 2004

Skills
Master Data Management, Data Modeling, Business Analysis, Agile Methodologies, Strategy, Enterprise Architecture, SDLC, IT Strategy, Solution Architecture, Technical Architecture, Data Architecture, Business Process Design, Program Management, Project Management, Project Planning, Engagement Management, Pre-Sales Initiatives, Practice Management, Practice Development, Data Warehousing, Business Intelligence, Current State Assessment, Gap Analysis, Data Governance, Data Stewardship, Big Data, Governance, Information Management, Architecture, Business Transformation, CRM, Consulting, Integration, Management, Outsourcing, Pre-sales, SOA

Education
University of Pune   1993 — 1995
MBA, Finance

University of Pune   1992 — 1994
MS, Computer Science

Rizwan Rizwi Rizwan Rizwi Greater Seattle Area Details
Rizwan Rizwi's Smith Barney Citigroup Experience 1999 - 2003
Job President & CEO at SAR Wealth Management
Industry Financial Services
Experience
SAR Wealth Management   2010 - Present
SAR Group LLC   2008 - Present
WMS Financial Planners Inc   2006 - 2008
Smith Barney  2004 - 2004
SMITH BARNEY Citigroup   1999 - 2003
Prudential UK   1997 - 1998

Skills
Investments, Wealth Management, Portfolio Management, Alternative Investments, Investment Management, Retirement Planning, Equities, Securities, Financial Services, Asset Management, Investment Strategies, International Clients, Expatriate Investment..., Sharia Compliant..., Stock Trading

Education
FINRA   1999 — 1999
Series 7, 63 & 65, General Securities Exam, Uniform State Securities Exam & Investment Advisor Exam

Chartered Insurance Institute (CII)   1997 — 1998
Financial Planning Certificate (F.P.C.)

University of Newcastle-upon-Tyne   1995 — 1996
MBA, Business Administration

Newcastle University   1992 — 1995
Ba (hons), Business Management

Carla Renner Carla Renner Greenville, South Carolina Area Details
Carla Renner's Smith Barney Citigroup Experience 2007 - 2010
Job Medical Sales Professional
Industry Medical Devices
Experience
Smith Barney Citigroup   2007 - 2010
Medtronic  2002 - 2006
Cyberonics  2000 - 2002
Teva Pharmaceuticals  1998 - 2000
Glaxo Welcome Inc  1990 - 1998

Skills
Sales, Strategic Planning, Marketing, Leadership, Marketing Strategy, Communication, Time Management, Sales Trainer, Negotiation, Independent Thinking, Self Motivated, Social Media Marketing, Flexible Approach, Achievement Oriented, Team Oriented, Responsible, Intuitive Leadership, Hard Worker, Credibility, Small Business, Team Building

Education
College of Charleston
Bachelor's Degree, Business Administration and Sociology

Converse College

Andy Waldbaum, CFP®, CRPS® Andy Waldbaum, CFP®, CRPS® Beverly Hills, California Details
Andy Waldbaum, CFP®, CRPS®'s Smith Barney Citigroup Experience April 2003 - May 2006
Job Branch Manager at Raymond James in Beverly Hills
Industry Financial Services
Experience
Raymond James  July 2014 - Present
Merrill Lynch Wealth Management  May 2012 - June 2014
Morgan Stanley Smith Barney  June 2011 - May 2012
Morgan Stanley Smith Barney  November 2007 - June 2011
Smith Barney  May 2006 - November 2007
Smith Barney Citigroup   April 2003 - May 2006
Merrill Lynch  May 1998 - April 2003
Salish Trust   January 1996 - May 1998

Skills
Wealth Management, Series 7, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Investment Strategies, Relationship Management, Series 63, Retirement, Securities, Portfolio Management, Bonds, Retirement Planning, Strategic Financial..., Fixed Income, Financial Services, Alternative Investments, Financial Advisory, Financial Planners, Series 65, FINRA, IRAs, Options, Hedge Funds, Equities, Series 24, Strategic Communications, Wealth Management..., Banking, ETFs, Asset Management, Uniform Combined State..., Fixed Annuities, Separately Managed..., Wealth, Private Banking, Asset Managment, Estate Planning, 401k, Finance, Investment Management, High Net Worth..., Series 6, Capital Markets, Financial Markets

Education
Seattle University   1992 — 1995
MBA, Marketing and International Business

Oriel College, University of Oxford   1986 — 1988
MA, English Literature

Pomona College   1982 — 1986
BA, History and English Literature

Manual High School: Denver, Colorado   1978 — 1982

Jason Carrasquillo Jason Carrasquillo Orange County, California Area Details
Jason Carrasquillo's Smith Barney Citigroup Experience January 2004 - January 2005
Job Implementation Consultant focused on providing superior client service
Industry Financial Services
Experience
Jason Carra Photography   April 2013 - Present
Banc of California  August 2014 - November 2014
Altec  December 2013 - February 2014
JPMorgan Chase  April 2006 - March 2013
Hudson Valley Bank  July 2005 - March 2006
JPMorgan Chase  February 2005 - June 2005
Smith Barney/ Citigroup  January 2004 - January 2005
TD Waterhouse, Inc.   January 2000 - August 2003

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Change Management, Business Development, Integration, Process Improvement, Software Documentation, Requirements Gathering, Cloud Computing, Vendor Management, Sales, Social Media, Management, Leadership

Education
Ocean County College   1994 — 1994
Computer Science

Richard Mutchler Richard Mutchler Williamsport, Pennsylvania Details
Richard Mutchler's Smith Barney Citigroup Experience March 2001 - March 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
McCulloch & Mutchler Wealth Management, LLC.   March 2005 - September 2012
Smith Barney Citigroup   March 2001 - March 2005
West Branch Valley FCU   June 1993 - March 2001

Skills
Retirement Planning, Retirement, Investments, Finance, Tax, Financial Planning, Wealth Management, Portfolio Management, Financial Analysis, Insurance

Education
Penn State University

Anne M. McFadden, CPA, CFE, CFF, CGMA Anne M. McFadden, CPA, CFE, CFF, CGMA Washington D.C. Metro Area Details
Anne M. McFadden, CPA, CFE, CFF, CGMA's Smith Barney Citigroup Experience February 2000 - March 2002
Job President of Capitol Financial Forensics & Accounting LLC (CaFFA)
Industry Accounting
Experience
NASDAQ Listing Qualifications Hearing Panel   February 2015 - Present
Capitol Financial Forensics & Accounting LLC (CaFFA)   November 2014 - Present
AARP  January 2010 - November 2014
Women Empowered Against Violence, Inc  October 2009 - December 2009
KPMG LLP  December 2007 - September 2009
Deloitte FAS, LLP  June 2005 - December 2007
Watkins Meegan Drury   March 2005 - June 2005
PwC  September 2002 - February 2005
Securities Pricing and Research   March 2002 - September 2002
Smith Barney Citigroup   February 2000 - March 2002

Skills
Forensic Accounting, Auditing, Corporate Governance, Accounting, Risk Assessment, Internal Controls, Risk Management, Litigation Support, CPA, CFE, CFF, Fraud Detection, Certified Fraud Examiner, Corporate Fraud..., Investigation, Fraud, Internal Investigations, Forensic Investigations, Fraud Awareness Training, Fraud Risk Assessment, Fraud Risk Management..., Investigations Team..., Private Investigations, Forensic Analysis, Enterprise Risk..., FCPA

Education
The Johns Hopkins University - Carey Business School   1999 — 2003
MBA, Accounting and Finance

University of Maryland College Park
BS, Chemical Engineering

Patrick Horrigan, CFA, CAIA Patrick Horrigan, CFA, CAIA New York, New York Details
Patrick Horrigan, CFA, CAIA's Smith Barney Citigroup Experience January 2005 - August 2006
Job Financial Risk Management at APG
Industry Financial Services
Experience
APG Asset Management  July 2011 - Present
APG Asset Management  November 2010 - July 2011
J.P. Morgan   August 2006 - May 2010
SMITH BARNEY, CITIGROUP  January 2005 - August 2006
Ernst & Young  October 2004 - January 2005
American Express Financial Advisors  February 2003 - August 2004

Skills
Writing, Alternative Investments, Fixed Income, Hedge Funds, Equities, Risk Management, Financial Risk, Finance, Prime Brokerage, Asset Management, Bloomberg, Derivatives, Portfolio Management, Securities Lending, Investments, Capital Markets

Education
Fairfield University, Dolan School of Business   1998 — 2003
Bachelor of Science, Business Marketing

Fairfield University   1998 — 2002

Melissa Cuzzone Melissa Cuzzone Wilbraham, Massachusetts Details
Melissa Cuzzone's Smith Barney Citigroup Experience January 2007 - February 2009
Job Employee Benefits Services at The Gaudreau Group
Industry Insurance
Experience
The Gaudreau Group   June 2012 - Present
Foley Conelly Employee Benefits   March 2010 - May 2011
State Farm  November 2008 - January 2010
Smith Barney Citigroup   January 2007 - February 2009

Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Sales, Customer Service, Affordable Care Act

Education
Eastern Florida State College   2003 — 2004
Associate's degree, General Studies

University of South Florida   2002 — 2004
Associate's degree, General Studies

Leonard Bowers Leonard Bowers Greater St. Louis Area Details
Leonard Bowers's Smith Barney Citigroup Experience September 1983 - June 2007
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  June 2007 - Present
Smith Barney Citigroup   September 1983 - June 2007
Bache Halsey Stuart Shields   October 1981 - September 1983

Skills
Investments, Customer Service, Portfolio Management, Finance, Microsoft Office, Management

Education
Austin College   1969 — 1973
Bachelor of Arts (BA), Economics

Irving High School   1964 — 1969

David Haire David Haire New York, New York Details
David Haire's Smith Barney Citigroup Experience January 2007 - December 2008
Job Director at UBS
Industry Financial Services
Experience
UBS Wealth Management  August 2013 - Present
Morgan Stanley Smith Barney  January 2009 - July 2013
Smith Barney Citigroup   January 2007 - December 2008
Smith Barney Citigroup   July 2004 - December 2006

Skills
Equities, Investments, Portfolio Management, ETFs, Series 7, Series 63, Wealth Management, Asset Managment, Bloomberg, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Asset Allocation, Series 86, Series 87, Series 65

Education
Colgate University   2000 — 2004
Bachelor of Arts (B.A.), History

Sandro Aquino Tavares Sandro Aquino Tavares Greater New York City Area Details
Sandro Aquino Tavares's Smith Barney Citigroup Experience July 1997 - May 1999
Job VPDirector Compliance
Industry Banking
Experience
HSBC  February 2013 - Present
JPMorgan Chase  April 2009 - January 2013
JPMorgan  January 2007 - April 2009
JP Morgan Chase  April 2001 - December 2006
Smith Barney Citigroup   July 1997 - May 1999

Skills
Entrepreneurship, Portfolio Management, Series 7, Capital Markets, Wealth Management, Asset Managment, Technology, Technology Management, Program Management, Investments, Fixed Income, Equities, Trading Systems, Trading, Financial Services, Financial Risk, Financial Markets, Asset Management, Investment Banking, Middle Office, Derivatives, Back Office, Business Analysis, Management, Finance, Bloomberg, Risk Management, Valuation, Banking, Hedge Funds, Securities

Education
Penn State University   2006 — 2008
MBA, Economics, Finance

City University of New York-Baruch College - Zicklin School of Business
Bachelor Business Administration, Information Systems

Tim Sarmiento Tim Sarmiento San Francisco Bay Area Details
Tim Sarmiento's Smith Barney Citigroup Experience February 2007 - May 2007
Job Filmmaker
Industry Motion Pictures and Film
Experience
Self-employed  2006 - Present
"Green Brothers” Film   August 2014 - November 2014
MetTel  February 2011 - August 2013
Grant Thornton LLP  December 2009 - February 2011
Commodore Funding Corporation   February 2007 - March 2008
Smith Barney Citigroup   February 2007 - May 2007

Education
Fordham University   2005 — 2009
Bachelor's Degree

Evergreen Valley High School   2002 — 2005
High School

Michelle King Michelle King Greater Seattle Area Details
Michelle King's Smith Barney Citigroup Experience January 2000 - December 2003
Job Director, Account Management
Industry Hospital & Health Care
Experience
First Choice Health  January 2014 - Present
Providence Health & Services  January 2013 - January 2014
Providence Health & Services  December 2012 - January 2014
Providence Health & Services  February 2012 - December 2012
First Choice Health  September 2008 - April 2012
First Choice Health  September 2008 - July 2011
The Pampered Chef/Dining-In-Style Personal Chef Service   June 2005 - February 2010
City of Eugene  December 2003 - April 2005
Smith Barney/ Citigroup  January 2000 - December 2003
Mid-State School of Insurance   January 1999 - January 2000

Skills
Training, Health Insurance, Employee Benefits, Human Resources, Leadership, Management, Coaching, Call Centers, HIPAA, Healthcare, Healthcare Information..., Healthcare Management, Insurance, Managed Care, Medicare, Strategy, Team Building

Education
University of Oregon   1989 — 1994
Architecture and Historic Preservation

Josh Barkhordar Josh Barkhordar Greater New York City Area Details
Josh Barkhordar's Smith Barney Citigroup Experience June 2005 - February 2007
Job Lead Analyst at CME Group
Industry Financial Services
Experience
CME Group  August 2009 - Present
Wachovia, A Wells Fargo Company  January 2008 - December 2008
Smith Barney Citigroup   June 2005 - February 2007

Skills
Hedge Funds, Derivatives, Bloomberg, Equities, Fixed Income, Options, Investment Banking, Investments, Trading Systems, FX Options, Portfolio Management, Financial Analysis, Commodity Markets, Futures Trading, Real Estate, Proprietary Trading, Structured Products, Alternative Investments, Financial Services

Education
New York University - Leonard N. Stern School of Business   2012 — 2014
Master of Business Administration (MBA), Finance

Baruch College   2004 — 2008
Bachelors, Finance

Avani Dalal Avani Dalal Greater New York City Area Details
Avani Dalal's Smith Barney Citigroup Experience January 2005 - February 2007
Job NJ State Chairperson for CAN at CARE
Industry Public Policy
Experience
Samerth Charitable Trust   October 2012 - December 2012
LSE   September 2009 - July 2011
Karsch Capital Management  June 2008 - September 2008
Ramierz and Company   June 2007 - December 2007
Smith Barney/ Citigroup  January 2005 - February 2007

Skills
Economics, Public Policy, Policy Analysis, Macroeconomics, International..., Politics, Economic Development, Emerging Markets, International Relations, Foreign Policy, NGOs, Capital Markets, Policy, French, Statistics, Corporate Social..., Report Writing, International Economics, Political Science, International Trade, Qualitative Research, Data Analysis

Education
The London School of Economics and Political Science (LSE)   2009 — 2011
MPA, Economic and Public Policy

New York University   2003 — 2006
Bachelor's degree, Economics

Forrest Hendrickson Forrest Hendrickson San Francisco Bay Area Details
Forrest Hendrickson's Smith Barney Citigroup Experience January 2003 - June 2004
Job
Industry Investment Management
Experience
Robert Half Management Resources  December 2014 - August 2015
Rabobank, N.A.   August 2014 - November 2014
RS Investments  July 2004 - October 2013
Smith Barney - Citigroup  January 2003 - June 2004
Aflac  June 2001 - July 2002
TD Waterhouse  January 1996 - April 2001

Skills
Securities, Alternative Investments, Investment Management, Equities, Fixed Income, Asset Management, Series 7, Investment Compliance, Investments, Hedge Funds, Wealth Management, Options Strategies, Securities Regulation, Insurance, Strategic Financial..., FINRA, Series 4, Series 24, Series 9, Series 10, Multi-family Investment..., Residential Investment..., Asset Managment, Marketing Communications, Regulatory Compliance, Broker-Dealer, Mutual Funds, Private Equity, Registered Investment...

Education
Golden Gate University
Bachelor of Arts (B.A.), Business / Human Resource Management

Richard Correra Richard Correra Greater New York City Area Details
Richard Correra's Smith Barney Citigroup Experience July 1991 - July 2008
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services, Inc.   May 2012 - Present
Merrill Lynch  July 2008 - May 2012
Smith Barney Citigroup   July 1991 - July 2008

Education
City University of New York
Bachelor's degree, Business Administration and Management, General

St. John's University

Krisztina Geosits Krisztina Geosits Greater New York City Area Details
Krisztina Geosits's Smith Barney Citigroup Experience September 2003 - September 2004
Job Senior Manager at Deloitte
Industry Management Consulting
Experience
Deloitte  2011 - Present
UniCredit Corporate & Investment Banking   2005 - 2011
NY Cares / Columbia University DDC   2008 - 2010
TheMarkets.com  August 2004 - February 2005
Smith Barney - Citigroup  September 2003 - September 2004
Asphalt Green  June 2001 - August 2003

Skills
Equities, Mergers, Investments, Capital Markets, Options, CRM, Mergers & Acquisitions, Finance, Derivatives, Corporate Finance, Emerging Markets, Risk Management, Bloomberg, Private Equity, Structured Finance, Hedge Funds, Investment Banking, Financial Modeling, Valuation, Analysis, Mutual Funds, Swimming

Education
New York University, Stern School of Business   2013 — 2014
Master of Science (M.S.), Risk Management

Fordham University   2004 — 2005
Master of Arts, Financial Economics

Fordham University   2000 — 2004
Bachelor of Arts, Economics, Minor in Business

Corvinus University of Budapest   2002 — 2002
Economics

Loyola School   1996 — 2000

Lin (Raymond) Zheng Lin (Raymond) Zheng Greater New York City Area Details
Lin (Raymond) Zheng's Smith Barney Citigroup Experience January 2007 - June 2007
Job Experienced Sales Professional seeking Opportunities within Financial Services Industry; Head of Sales at Forex Club.
Industry Financial Services
Experience
Forex Club International Limited   January 2013 - May 2015
Forex Club International Limited   January 2013 - May 2015
Forex Club LLC (US)   June 2012 - January 2013
Forex Club LLC (US)   July 2011 - January 2013
GAIN Capital  July 2007 - May 2011
Smith Barney, Citigroup  January 2007 - June 2007

Skills
Trading, Investments, Sales, Foreign Exchange, Salesforce.com, FX Options, Commodity, Computer Maintenance, Financial Services, Photography, Technical Analysis, Financial Markets, Trading Systems, Derivatives, Currency, Options, Securities, CRM, Risk Management, FX Trading, Electronic Trading, Portfolio Management, Equities, Salesforce Training, Employee Training, Photoshop, PC building, Trading Strategies, New Hire Training, Human Resources, Sales Process, Team Building, Team Leadership, Hosting Events, Client Training, Screening Resumes, Phone Screening, Trading Psychology, Mobile Technology, Consumer Electronics, Microsoft Office, Financial Analysis, Management, Finance, Capital Markets, Banking

Education
Zicklin School of Business, Baruch College   2003 — 2007
Bachelor of Business Administration (BBA), Finance and Investment

Kingsborough Community College   2001 — 2002
Computer Science, Completed first year before transferring to Baruch College

Justin Dombrow Justin Dombrow Greater Atlanta Area Details
Justin Dombrow's Smith Barney Citigroup Experience January 2000 - August 2000
Job Senior Account Manager, Google
Industry Online Media
Experience
Google  June 2011 - Present
AOL  January 2009 - March 2011
AOL  May 2007 - December 2008
AOL  May 2003 - May 2007
Private Hedge Fund  August 2000 - February 2003
Smith Barney Asset Management  December 1999 - December 2000
Smith Barney Citigroup   January 2000 - August 2000

Skills
Digital Strategy, Digital Marketing, Online Advertising, Display Advertising, Content Strategy, Marketing Strategy, SEM, PPC, Search Advertising, Strategy, Mobile Advertising, Business Development, Mobile Marketing, Digital Media, Online Marketing, E-commerce, Relationship Marketing, Cross-functional...

Education
Emory University - Goizueta Business School   2006 — 2008
MBA, Marketing and Organizational Management

State University of New York at Buffalo   1993 — 1997
B.A., International Business and World Trade

Jean Paul LaBelle Jean Paul LaBelle Dallas, Texas Details
Jean Paul LaBelle's Smith Barney Citigroup Experience October 1998 - May 2003
Job Enterprise Sales Director
Industry Computer Software
Experience
Mintigo, Inc.   December 2014 - Present
Hearsay Social  February 2014 - October 2014
Salesforce.com  August 2011 - January 2014
Fisher Investments  March 2006 - August 2011
BMO Harris Private Banking  May 2003 - August 2004
Smith Barney Citigroup   October 1998 - May 2003
Merrill Lynch  August 1994 - October 1998

Skills
Complex Sales, Team Leadership, Training & Development, Customer Relations, Salesforce.com, Cloud Computing, Customer Service, Enterprise Software, SaaS, Strategic Partnerships, IT Strategy, Employee Training, Management, Sales Operations, CRM, PaaS, Sales, Cold Calling, Entrepreneurship, Sales Process, Social Networking, Lead Generation, Account Management, Enterprise Architecture, Direct Sales, Leadership, Solution Selling

Education
The University of Calgary   1987 — 1991
Haskayne School of Business - Bachelor of Commerce, Finance

Camille J. Lerouge Collegiate High School   1981 — 1984
Matriculation

Nancy Neal Nancy Neal Manhattan Beach, California Details
Nancy Neal's Smith Barney Citigroup Experience June 1994 - July 1997
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi  May 2001 - Present
Citi  April 1998 - May 2001
Orrick, Herrington & Sutcliffe LLP   August 1997 - June 1998
Smith Barney Citigroup   June 1994 - July 1997

Skills
Fixed Income, Equities, Capital Markets, Investment Banking, Derivatives, Banking, Investments, Risk Management

Education
Vanderbilt University   1990 — 1994
European Studies, Double Focus on France & Italy

The London School of Economics and Political Science (LSE)

Nichole Wright Nichole Wright Los Angeles, California Details
Nichole Wright's Smith Barney Citigroup Experience August 2004 - September 2007
Job Event Producer
Industry Events Services
Experience
Bon Vivant LLC   January 2009 - June 2015
Revere Global Capital Markets   December 2010 - March 2012
MSF Enterprises LLC - Multinational Strategic Financing   October 2007 - January 2009
Smith Barney Citigroup   August 2004 - September 2007
Ruder Finn, Inc.   October 2003 - June 2004
Weber Shandwick Worldwide  January 1999 - September 2003
Haynes & Boone LLP  September 1998 - December 1999
Houston Golf Association  June 1995 - August 1998
International Management Group (IMG) w. LPGA   May 1998 - June 1998

Skills
Event Management, Public Relations, Media Relations, Entrepreneurship, Event Planning, Social Media, Corporate Communications, Special Events..., Budgets, Sponsorship, Marketing Management, Leadership, Entertainment, Relationship Management, Marketing Communications, Integrated Marketing, Marketing, Catering, Vendor Management, Press Releases, Management, New Media, Corporate Events, Marketing Strategy, Brand Development, Large Scale Events, Proposal Generation, Investments, Nonprofits, Publicity, Copywriting, Editing, Writing

Education
Southern Methodist University   1994 — 1998
BA, Meadows School

UCLA   2012 — 2013
Continuting Education, Graphic Design

Julia Dean School of Photography & Visual Arts   2012 — 2012
Continuting Education, Photography & Lighting

Eric Kadymir Eric Kadymir Greater New York City Area Details
Eric Kadymir's Smith Barney Citigroup Experience June 2003 - September 2003
Job Senior Associate OTC Derivatives Valuation Group at State Street
Industry Financial Services
Experience
State Street Alternative Investment Solutions  July 2014 - Present
State Street Alternative Investment Solutions  April 2006 - July 2014
Citi  June 2004 - March 2006
Smith Barney, Citigroup  June 2003 - September 2003

Education
City University of New York-Brooklyn College   2002 — 2006
Bachelor's Degree, Business Management and Finance - B.S.

Billy Liu Billy Liu Dallas, Texas Details
Billy Liu's Smith Barney Citigroup Experience June 2005 - August 2005
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company  August 2015 - Present
McKinsey & Company  June 2014 - August 2014
Trillium Trading, LLC  August 2007 - May 2013
PFM Asset Management  June 2006 - August 2006
Smith-Barney Citigroup  June 2005 - August 2005

Skills
Equities, Financial Modeling, Fixed Income, Portfolio Management, Financial Analysis, Microsoft Excel, Strategy, Trading Strategies, Investments, Trading, Analysis, Time Management, Intermediate/Advanced..., Valuation, Hedge Funds

Education
Duke University - The Fuqua School of Business   2013 — 2015
Master of Business Administration (MBA)

Princeton University   2003 — 2007
Bachelor's degree, Economics

Brendan Lynch Brendan Lynch Chicago, Illinois Details
Brendan Lynch's Smith Barney Citigroup Experience 1995 - 1997
Job Vice President, Business Manager at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch  2008 - Present
Bank of America Merrill Lynch  2005 - 2008
Robert Morris College  2004 - 2005
Bank of America Merrill Lynch  2002 - 2005
Gibson Consulting Group, LLC  2001 - 2002
PricewaterhouseCoopers Consulting  2000 - 2001
UBS Investment Bank  1997 - 1998
Smith Barney Citigroup   1995 - 1997
Soloman Smith Barney  1991 - 1995

Skills
Program Management, Leadership, Management, Project Management, Strategic Planning, Process Improvement, PMO, Organizational..., Financial Modeling, Business Analysis, Financial Analysis, Strategy, Non-profits, Risk Management, Vendor Management, Accounting, Strategic Financial..., Nonprofits, Business Development, Philanthropy, Board Development, Board Governance, Business Process..., Analytical Skills, Volunteer Recruiting, Change Management, Financial Services, Analysis, Competitive Analysis, Fundraising, Corporate Social..., Finance, Executive Management, Consulting, Banking

Education
Loyola University of Chicago   2007 — 2014
Master's Degree, Social Justice and Community Development, 3.82 GPA

University of Rochester - William E. Simon Graduate School of Business Administration   1998 — 2000
MBA, Strategy

Canisius College   1988 — 1992
B.S., Finance

Bruce H. Tuchman Bruce H. Tuchman Saugerties, New York Details
Bruce H. Tuchman's Smith Barney Citigroup Experience October 1996 - January 2009
Job Think Tank Consulting Research
Industry Think Tanks
Experience
Think Tanks, Management Consulting, problem solving,   June 2013 - Present
Wells Fargo Advisors  January 2009 - June 2013
Smith Barney Citigroup   October 1996 - January 2009
Merrill Lynch, Pierce, Fenner & Smith Incorporated   November 1981 - October 1996
BRUNS NORDEMAN REA & CO.   January 1981 - November 1981
Max Meiseles Hardware   April 1976 - January 1981
Tishman Construction  June 1971 - April 1976

Skills
Team Leadership, Consulting, Process Improvement, Strategic Planning, Organizational..., Organizational..., Marketing Strategy, Security Operations, Sales, Strategy, Marketing, Community Outreach, Change Management, Social Media Marketing, Financial Markets, Firearms, Survival Analysis, Logical Thinker, Blogging, Private Equity, Financial Modeling, Hedge Funds, Business Planning, Coaching, Portfolio Management, Financial Services, Event Planning, Customer Service, Small Business, PowerPoint, Executive Management, Intelligence, Investment Banking, Project Management, Negotiation, Foreign Policy, Strategic Partnerships, Series 7, Teaching, Contract Negotiation, Business Analysis, Budgets, Start-ups, Banking, Capital Markets, Financial Analysis, Microsoft Excel, Insurance, Military, Leadership Development

Education
Sheepshead Bay High School   1964 — 1967

Kingsborough Community College   1968 — 1970

Jim Wahout Jim Wahout Greater Chicago Area Details
Jim Wahout's Smith Barney Citigroup Experience March 2007 - Present
Job Vice President Wealth Management Citigroup
Industry Financial Services
Experience
Smith Barney Citigroup   March 2007 - Present
Hewitt and Associates  October 2005 - March 2007
Eddie Bauer  May 2001 - October 2005
3Com  1999 - 2001
Anixter  September 1991 - September 1999

Skills
Strategic Financial..., Investments, Accounting, Financial Analysis, Financial Modeling, Finance, Financial Reporting, Analysis, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Risk Management, Cash Management, IT Financial Management, Credit, Financial Planning, Management, Process Improvement

Education
Northwestern University - CFP Program   2003 — 2005
CFP Program, Certified Financial Planning Program

The University of Chicago Booth School of Business   1997 — 1999
M.B.A., Finance, Strategic Mgmt

Northern Illinois University   1987 — 1991
B.S., Accounting

Curtis Pope Curtis Pope Greater Detroit Area Details
Curtis Pope's Smith Barney Citigroup Experience 1984 - 2006
Job Investor
Industry Financial Services
Experience
Encore Upscale Resale   January 2010 - Present
Smith Barney Citigroup   1984 - 2006
Merrill Lynch  1979 - 1983

Education
Albion College   1975 — 1979
BA, Business

William Bonacci William Bonacci Rocky Point, New York Details
William Bonacci's Smith Barney Citigroup Experience May 2005 - September 2006
Job Vice President, Senior Plan Advisor at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group  February 2015 - Present
Charles Schwab  November 2006 - January 2015
Smith Barney Citigroup   May 2005 - September 2006
Transamerica Retirement Solutions  September 2004 - May 2005
Geller Group, LLC  January 2000 - May 2004
MetLife  July 1997 - December 1999
Transamerica Retirement Solutions  June 1987 - June 1997

Skills
Investment Advisory..., Retirement Plan..., Retirement Planning, Investments, Retirement, Financial Planning, Wealth Management, Securities, Employee Benefits, Investment Advisory, Mutual Funds, Series 7, Asset Allocation

Education
LIU Brooklyn   1997 — 2000
Master of Business Administration (M.B.A.), International Finance

Pace University - Lubin School of Business   1983 — 1987
Bachelor of Business Administration (BBA), Finance

Patrick Bennett Patrick Bennett San Jose, California Details
Patrick Bennett's Smith Barney Citigroup Experience 1998 - 2004
Job Financial Advisor
Industry Financial Services
Experience
Patrick Bennett & Assoc, Inc   1997 - Present
Bank of America Merrill Lynch  April 2004 - September 2011
Smith Barney Citigroup  1998 - 2004

Skills
Wealth Management, Asset Management, Strategic Financial..., Retirement Planning, Portfolio Management, Investment Advisory, Estate Planning, Investment Strategies, Finance, Insurance

Education
St. Mary's College of California   1987 — 1991
Bachelor of Arts (B.A.), History English, Cum Laude

St Lawrence Academy (Middle & High School)

Kripa Aryal, CFE Kripa Aryal, CFE Greater New York City Area Details
Kripa Aryal, CFE's Smith Barney Citigroup Experience January 2009 - May 2009
Job AWM AML Officer at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  November 2014 - Present
Commerzbank AG  July 2013 - November 2014
KPMG US  October 2011 - July 2013
Citi  July 2010 - October 2011
BNY Mellon  August 2009 - July 2010
Smith Barney Citigroup   January 2009 - May 2009

Skills
AML, KYC, SAR, Finance, OFAC, Due Diligence, Sanction, USA PATRIOT Act, Risk Assessment, Bank Secrecy Act, Anti Money Laundering, Pivot Tables, Fraud, Wealth Management, Risk Management, Asset Management, Analysis, Gap Analysis, Suspicious Activity..., CTR, Compliance Remediation, Enterprise Risk..., Valuation, Investments

Education
Zicklin School of Business – Baruch College   2007 — 2009
Bachelor of Business Administration

City University of New York City College   2006 — 2007
Finance

Bobby Lee Bobby Lee San Francisco Bay Area Details
Bobby Lee's Smith Barney Citigroup Experience October 2004 - May 2005
Job Media Entrepreneur and OnAir Talent
Industry Media Production
Experience
2 Minute Finance   August 2008 - Present
Bobby Lee Productions   September 2009 - Present
Cibo Studios  February 2012 - June 2012
Symantec  September 2009 - September 2010
Symantec  August 2007 - September 2009
KRON-TV  December 2006 - March 2007
The Tennessean (Gannett)   June 2006 - August 2006
Fireman's Fund Insurance Company  June 2005 - August 2005
Smith Barney (Citigroup)   October 2004 - May 2005

Skills
Final Cut Pro, ProTools, Edius, ENPS, Social Media Marketing, Finance, Accounting, Personal Finance, Editing, Blogging, Pro Tools, Journalism, Social Media, New Media, Video, Storytelling, Television, Radio, Broadcast, Newspapers, Facebook

Education
Syracuse University   2012 — 2013
Master of Science (M.S.), New Media Management

University of San Francisco   2003 — 2007
B.S. (Honors), Business Administration - Finance

Anthony Martucci Anthony Martucci Greater New York City Area Details
Anthony Martucci's Smith Barney Citigroup Experience 1993 - 2000
Job Vice President IE Service Delivery Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America  May 2014 - Present
Morgan Stanley  September 2010 - April 2014
Avaya Platinum Business Partner   November 2003 - September 2010
Gruntal & Co (acquisition by Ryan Beck)   2000 - 2003
Smith Barney Citigroup   1993 - 2000
Dean Witter  1985 - 1993

Skills
Negotiation, Project Planning, Management, Forecasting, VoIP, Data Center, Avaya, Unified Communications, Call Center, Telecommunications, Telephony, Professional Services, Disaster Recovery, Managed Services, Strategic Planning, Cisco Routers, Avaya Communication..., Cisco Technologies, IPC, Speakerbus, BT, Thompson One, Reuters, Program Management, PMP, PMO, PMBOK, Vendor Management, Vendor Relationships, Project Management, Call Centers, Information Technology, Network Architecture

Education
Villanova University   2006 — 2006
Project Management Professional (PMP)

Kean University   1985 — 1991
BS, Business Management\ Leadership

Salvatore Giacalone Salvatore Giacalone Greater Boston Area Details
Salvatore Giacalone's Smith Barney Citigroup Experience July 1993 - October 2008
Job Senior Vice President Investments Wealth Management Advisor at Merrill Lynch Investment Managers
Industry Investment Management
Experience
Merrill Lynch Investment Managers  October 2008 - Present
Smith Barney Citigroup   July 1993 - October 2008

Skills
Wealth Management..., Wealth Management, Financial Advisory, Portfolio Management, Estate Planning, Retirement, Investments, Finance, Financial Services, Series 7

Education
Suffolk University
Bachelors, Finance

Suffolk University
MBA, Finance

Astin Johnson Astin Johnson Greater New York City Area Details
Astin Johnson's Smith Barney Citigroup Experience June 2005 - August 2005
Job Tax Experienced Associate at PwC
Industry Accounting
Experience
EisnerAmper LLP  October 2014 - Present
INROADS  August 2010 - Present
PwC  June 2010 - Present
PwC  July 2011 - June 2014
SU Aboard Office   September 2010 - May 2011
National Association of Black Accountants (NABA)   August 2009 - May 2010
PricewaterhouseCoopers, LLP  June 2009 - August 2009
Liberty Partnership Program  November 2007 - May 2009
Smith Barney- Citigroup  June 2005 - August 2005

Skills
Account Reconciliation, Accounting, Finance, Internal Audit, Tax, Financial Statements, Budgets, Microsoft Excel, GAAP

Education
Syracuse University - Joseph I. Lubin School of Accounting   2010 — 2011
Master of Science, Accounting

Syracuse University - Martin J. Whitman School of Management   2006 — 2010
Bachelor of Science, Accounting, Finance, Economics

Syracuse University, The Joseph I. Lubin, School of Accounting
Master of Science, Accounting

Syracuse University, The Martin J. Whitman School of Management
Bachelor of Science, Accounting and Finance

Christopher Philbeck Christopher Philbeck Atlanta, Georgia Details
Christopher Philbeck's Smith Barney Citigroup Experience May 2005 - August 2005
Job Experienced Consulting Professional
Industry Management Consulting
Experience
Accenture  January 2008 - Present
The Coca-Cola Company  June 2006 - October 2006
Smith Barney Citigroup   May 2005 - August 2005

Skills
Management Consulting, Management, Business Process..., Business Analysis, Business Strategy, Analytics, Business Intelligence, Marketing, Business Process, Strategy, CRM, Consulting, Business Process Design, Business Transformation, IT Strategy, Pivot Tables, Vlookup, Metrics Reporting, Anti Money Laundering

Education
Georgia Institute of Technology   2003 — 2007
BS in Management, Finance and Marketing

Georgia Institute of Technology - Georgia Tech College of Management   2003 — 2007
Management, Finance and Marketing

Saby Bose Saby Bose Greater Philadelphia Area Details
Saby Bose's Smith Barney Citigroup Experience June 2007 - August 2007
Job Restructuring & Turnaround Professional
Industry Management Consulting
Experience
Walker Nell Partners Inc. Affiliated with Cohn Reznick LLP   July 2011 - Present
JPMorgan Chase  November 2009 - June 2011
JPMorgan Chase  April 2008 - September 2008
Smith Barney (Citigroup)   June 2007 - August 2007

Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Distressed Debt, Capital Budgeting, Corporate Turnarounds, Debt Restructuring, Turn Around Management, Fixed Income, Private Equity, Capital Markets, Portfolio Management, Asset Management, Due Diligence, Finance, Investments, Restructuring, Management, Analysis, Mergers & Acquisitions

Education
Drexel University - LeBow College of Business   2006 — 2009
Bachelor of Science (B.S.), Finance

Nicole Niceforo Nicole Niceforo Greater New York City Area Details
Nicole Niceforo's Smith Barney Citigroup Experience 2001 - 2005
Job
Industry Financial Services
Experience
UBS Global Asset Management  2007 - 2011
UBS Investment Bank  June 2006 - August 2006
Smith Barney - Citigroup  2001 - 2005
ABN AMRO Bank N.V.   1999 - 2001
J.P. Morgan   1997 - 1999
Bankers Trust Company  1996 - 1997

Skills
Emerging Markets, Fixed Income, Capital Markets, Equities, Trading, Financial Markets, Latin America, Options, Spanish, Business Development, International Finance, Financial Services, Bonds, Asset Management, International Relations, Client Relationship..., Series 7, Institutional, CRM, Corporate Finance, Portuguese, Foreign Languages, Central Banks, Sales, Sovereign, Offshore, Mexico, International Affairs, Cross-border...

Education
Columbia University in the City of New York
Masters of International Affairs

New York University
Graduate Certificate

Boston University
B.A.

Cold Spring Harbor High School

Vishal K Verma Vishal K Verma Greater Boston Area Details
Vishal K Verma's Smith Barney Citigroup Experience September 2002 - April 2005
Job Business Intelligence | Data Analytics | Product/Program Management | Strategy
Industry Information Technology and Services
Experience
EMC  July 2015 - Present
EMC  June 2010 - July 2015
Staples Inc.  June 2006 - May 2010
Fidelity Investments  April 2005 - June 2006
Smith Barney, Citigroup  September 2002 - April 2005
Digitas Classic  February 2001 - August 2002

Skills
Business Intelligence, BI Infrastructure and..., Cloud Computing, SOA, PMO, Product Development, Program/Product..., Enterprise Architecture, Cross-functional Team..., IT Strategy and..., Business Requirements, SDLC, Vendor Management, Business Process..., Agile Methodologies, Strategic Planning, Enterprise Software, CRM, Software Development, Strategy, Supply Chain Management, Business Readiness, Business Analysis

Education
Drexel University - LeBow College of Business   2015 — 2017
Master of Business Administration (M.B.A.), Business Analytics and Healthcare Management

Massachusetts Institute of Technology - Sloan School of Management   2011 — 2013
Advanced Certificate for Executives (ACE), Management, Innovation and Technology

Harvard University
Masters in Management, International Management

University of Mumbai
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering

Praveen Mekala Praveen Mekala Raleigh, North Carolina Details
Praveen Mekala's Smith Barney Citigroup Experience October 2000 - June 2003
Job Healthcare Finance and Strategy Executive
Industry Hospital & Health Care
Experience
SouthEast Alaska Regional Health Consortium a.k.a SEARHC   September 2014 - Present
Keck Medicine of USC  March 2013 - August 2014
West Penn Allegheny Health System  May 2012 - February 2013
Kindred Healthcare  April 2011 - April 2012
MetroHealth Medical Center  October 2007 - April 2011
Booz Allen Hamilton  August 2007 - October 2008
MedStar Health  June 2006 - July 2007
Amedisys  January 2005 - June 2006
Smith Barney - Citigroup  October 2000 - June 2003

Skills
Corporate Finance, Healthcare, Healthcare Information..., Managerial Finance, New Business Development, Operations Management, Corporate Strategy..., Financial Reporting, Mergers, Healthcare Consulting, Revenue Cycle Management, Healthcare Analytics, Managed Care, Healthcare Reimbursement, Hospital Revenue Cycle, Supply Chain..., Management Consulting, Financial Modeling, Financial Analysis, Merger & Acquisitions, Capital Project Planning, Debt & Equity Financing, Increase Productivity, Healthcare Management, Mergers & Acquisitions, Process Improvement, Strategic Planning, Management, Business Strategy, Business Development, Revenue Cycle, Valuation, Physician Relations, Strategy, Forecasting, Finance, Financial Accounting, Leadership, Executive Management, Analysis, Hospitals, Consulting

Education
Tulane University - A.B. Freeman School of Business   2003 — 2006
MBA, Finance, Accounting

Tulane University School of Medicine   2003 — 2006
MPH, Healthcare Managment, Epidemiology, Biostatistics

The George Washington University   1998 — 2002
Bachelor’s Degree, Biology, Finance, Economics

Newark Academy   1994 — 1998
Diploma, High School Diplomas

Dannyvia Gomez Dannyvia Gomez Greater New York City Area Details
Dannyvia Gomez's Smith Barney Citigroup Experience May 2002 - July 2003
Job Debt Syndication and Capital Markets
Industry Banking
Experience
Mizuho Securities USA, Inc.   April 2007 - Present
SourceMedia  June 2006 - April 2007
Selecciones Reader's Digest   August 2003 - June 2006
Smith Barney, Citigroup  May 2002 - July 2003

Skills
Competitive Analysis, Management, Analysis, Auditing, Investments, Data Analysis, Leadership, Team Leadership, Business Analysis

Education
Baruch College   2011 — 2012
Master of Science (M.S.), Finance

Pace University - Lubin School of Business   1998 — 2003
BBA, Marketing Management

Instituto Internacional, Madrid   2001 — 2002
Study Abroad Program, International Marketing

Keely Drukala Keely Drukala Greater Chicago Area Details
Keely Drukala's Smith Barney Citigroup Experience June 2004 - August 2004
Job
Industry Public Policy
Experience
The Heartland Institute  January 2014 - Present
the Heartland Institute  August 2007 - January 2014
Young Republican National Federation  July 2007 - July 2009
Chicago Young Republicans   April 2007 - April 2009
Cook County Republican Party  August 2005 - March 2007
Smith Barney - Citigroup  June 2004 - August 2004

Skills
Political Campaigns, Community Outreach, Government, Non-profits, Public Relations, Political Consulting, Nonprofits, Event Planning, Blogging, Editing, Coalitions, Dreamweaver, Public Policy, Research, Advertising

Education
The American University of Paris   2001 — 2005
Bachelors, International Affairs and International Communications

Petaluma High School

Thomas Ciszek Thomas Ciszek Santa Monica, California Details
Thomas Ciszek's Smith Barney Citigroup Experience 2004 - 2004
Job
Industry Research
Experience
Twitter  2014 - Present
Cojoin Inc.   February 2013 - July 2014
GOOD  2012 - 2013
The Search Agency  2010 - 2012
RAND Corporation  2006 - 2008
UNC-SILS   January 2004 - December 2006
Smith Barney - Citigroup  2004 - 2004
Pathfinder International  June 2001 - August 2001

Education
University of North Carolina at Chapel Hill
Master's Degree

University of North Carolina at Chapel Hill
Bachelor's Degree

Angel Leon, PMP Angel Leon, PMP Allentown, Pennsylvania Area Details
Angel Leon, PMP's Smith Barney Citigroup Experience November 1994 - November 1995
Job
Industry Financial Services
Experience
Citigroup  November 1995 - November 2006
Smith Barney (Citigroup)   November 1994 - November 1995
Moody's Investors Service  September 1987 - August 1994

Education
SpringHouse Training & Consulting   2007 — 2007

New York University   1987 — 1989
Advance Degree

Pace University   1987 — 1989
Masters

City University of New York-Herbert H. Lehman College   1977 — 1981
BA

Frederick Beck III Frederick Beck III San Francisco Bay Area Details
Frederick Beck III's Smith Barney Citigroup Experience June 2002 - June 2004
Job Divisional Director Morgan Stanley Alternative Investments Group
Industry Financial Services
Experience
Morgan Stanley  January 2012 - Present
Morgan Stanley  June 2004 - December 2011
Smith Barney Citigroup   June 2002 - June 2004
U.S. Senate Office – Senator Alfonse D’Amato   May 1996 - August 1996

Skills
Alternative Investments, Hedge Funds, Private Equity, Managed Futures, Real Estate, Asset Allocation, Asset Management, Capital Markets, Equities, Finance, Financial Services, Fixed Income, Fundraising, Investment Management, Investment Strategies, Investments, Management, Wealth Management

Education
Gettysburg College   1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General

Salisbury School   1995 — 1997
High School

Jude Chua Jude Chua Baltimore, Maryland Area Details
Jude Chua's Smith Barney Citigroup Experience 2006 - 2006
Job Research Associate (Summer) at NERA Economic Consulting and Student at The Johns Hopkins University
Industry Financial Services
Experience
NERA Economic Consulting  InternPatriot Capital2007 - 2007
Legg Mason  2007 - 2007
Smith Barney, Citigroup  2006 - 2006
Neptune Orient Lines  2006 - 2006
GlobalTech Research  2006 - 2006

Education
The Johns Hopkins University   2005 — 2009

Ahmad Ashraf, CPA Ahmad Ashraf, CPA Greater New York City Area Details
Ahmad Ashraf, CPA's Smith Barney Citigroup Experience May 2004 - July 2005
Job Manager at PriceWaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers LLP U.S.   September 2005 - Present
Smith Barney - Citigroup  May 2004 - July 2005

Skills
Investments, Private Equity, Financial Reporting, Team Management, Operational Efficiency, Risk Management, US GAAP, Accounting, SEC filings, Due Diligence, Auditing, Financial Accounting, GAAP, CPA, Valuation

Education
Rutgers, The State University of New Jersey-Newark   2000 — 2005
Bachelor of Science (BS), Accounting and Finance

Briana Fichtner Briana Fichtner Miami/Fort Lauderdale Area Details
Briana Fichtner's Smith Barney Citigroup Experience July 2004 - November 2005
Job Events & Travel Coordinator
Industry Financial Services
Experience
First Data Corporation  October 2013 - Present
JPMorgan Chase  October 2012 - October 2013
JPMorgan Chase  August 2009 - December 2012
Citi  September 2008 - July 2009
Citi  June 2007 - September 2008
Citi  November 2005 - June 2007
Smith Barney, Citigroup  July 2004 - November 2005

Skills
Banking, Financial Services, Institutional..., Investment Banking, Financial Analysis, Investments, Portfolio Management, Corporate Finance, Vendor Management, Event Planning, Event Management, Project Management, Office Administration, Budgets, Venue Management, Venue Relations, Contract Management, Mergers & Acquisitions, Recruiting, Sales, Bloomberg, Equities, Securities

Education
The George Washington University - School of Business   2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and International Business

IPAG   2003 — 2003

Andrey Shperling Andrey Shperling New York, New York Details
Andrey Shperling's Smith Barney Citigroup Experience 2002 - 2004
Job Director at PwC
Industry Management Consulting
Experience
PwC  June 2014 - Present
PwC  May 2013 - June 2014
Deloitte  January 2006 - May 2013
CCG Advisors  2004 - 2005
Smith Barney Citigroup   2002 - 2004

Skills
Management Consulting, Financial Analysis, Financial Reporting, Financial Modeling, Valuation, Business Strategy, Project Management, Business Process..., Auditing, Strategic Planning, Due Diligence, Business Planning, Analysis, IT Strategy, Governance, Accounting, Risk Management, Business Analysis, Change Management, Market Research, PMO, Enterprise Risk..., External Audit, Finance, Financial Services, IT Audit, Internal Audit, Internal Controls, Mergers & Acquisitions, Sarbanes-Oxley Act

Education
Georgia State University   2002 — 2005
Master of Science (M.S.), Computer and Information Systems Security/Information Assurance

Georgia State University - J. Mack Robinson College of Business   2002 — 2005
Master of Business Administration (MBA), Finance, General

Marcelo Takieddine Marcelo Takieddine New York, New York Details
Marcelo Takieddine's Smith Barney Citigroup Experience February 1999 - January 2005
Job Managing Director at JPMorgan Private Bank
Industry Banking
Experience
J.P. Morgan   July 2014 - Present
J.P. Morgan   June 2013 - July 2014
J.P. Morgan   January 2010 - March 2013
J.P. Morgan   July 2007 - January 2010
J.P. Morgan   January 2005 - June 2007
Smith Barney - Citigroup  February 1999 - January 2005

Skills
Business Strategy, Alternative Investments, Investments, Capital Markets, Derivatives, Budgets, Banking, Fixed Income, Hedge Funds, Equities, Mergers & Acquisitions, Business Development, Portfolio Management, Business Analysis, Risk Management, Investment Banking, Valuation

Education
Florida International University

Kuntal Mcelroy Kuntal Mcelroy Dallas/Fort Worth Area Details
Kuntal Mcelroy's Smith Barney Citigroup Experience December 2004 - March 2006
Job Head of Learning & Development, Ericsson North America
Industry Telecommunications
Experience
Ericsson  July 2013 - Present
Ericsson  February 2009 - July 2013
Citigroup, GlobalWealth Management   December 2004 - February 2009
Smith Barney - Citigroup  December 2004 - March 2006
ABN AMRO, Inc.   2002 - 2004
ABN AMRO Bank  2001 - 2004
Identrus  2000 - 2001
PricewaterhouseCoopers  September 1997 - November 2000

Skills
Portfolio Management, Banking, Financial Risk, Financial Services, Risk Management, Mergers & Acquisitions, Management Consulting, Business Analysis, Financial Modeling, Credit Risk, Business Transformation, Enterprise Risk..., Executive Management, Project Portfolio..., Outsourcing, Business Strategy, Vendor Management, Change Management, Credit Cards, Governance, Analysis, Analytics, Business Development, Business Intelligence, Business Planning, Business Process, Business Process..., CRM, Corporate Finance, Cross-functional Team..., Due Diligence, Finance, IT Strategy, Integration, Investment Banking, Managerial Finance, Operational Risk, PMO, Product Management, Process Improvement, Program Management, Project Delivery, Relationship Management, Restructuring, Strategy, Team Management, Consulting, Telecommunications, Management, Leadership

Education
New York University   2000 — 2001
eCommerce Certificate

Lehigh University   1994 — 1997
PhD

Lehigh University   1992 — 1994
MS

Montclair State University   1989 — 1991
BS

Charles Day Charles Day Greenwich, Connecticut Details
Charles Day's Smith Barney Citigroup Experience October 1996 - October 2006
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS  September 2014 - Present
Morgan Stanley  October 2006 - September 2014
Smith Barney Citigroup   October 1996 - October 2006

Education
University of Pennsylvania - The Wharton School   2007 — 2007
CIMA

Brooklyn Law School   1988 — 1991
J.D., Law

Carleton College   1979 — 1983
BA, Economics

Janice Demesa Janice Demesa Greater New York City Area Details
Janice Demesa's Smith Barney Citigroup Experience May 2008 - June 2009
Job Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors  September 2014 - Present
Morgan Stanley  April 2013 - July 2014
Morgan Stanley  July 2009 - March 2013
Smith Barney Citigroup   May 2008 - June 2009
Citi  April 2006 - April 2008
Citi  September 2002 - March 2006

Skills
Mutual Funds, Marketing Communications, Financial Services, Wealth Management, Financial Analysis, Investment Products, Series 7

Education
Le Moyne College
Bachelor of Business Administration (BBA)

State University of New York College at Geneseo

Geoffrey Voigt Geoffrey Voigt Annapolis, Maryland Details
Geoffrey Voigt's Smith Barney Citigroup Experience February 2006 - April 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Yarrison/Voigt Group of Wells Fargo Advisors, LLC   April 2009 - Present
Smith Barney Citigroup   February 2006 - April 2009
Legg Mason  January 1992 - February 2006

Skills
Investment Strategies, 401k Rollovers, Retirement Planning, Insurance, Risk Management, Asset Allocation

Education
United States Naval Academy   1978 — 1982
Bachelor's Degree, Physical Science

Tirta Wahyudi Tirta Wahyudi Greater New York City Area Details
Tirta Wahyudi's Smith Barney Citigroup Experience August 2004 - August 2006
Job System Administrator at Dell
Industry Financial Services
Experience
Dell  April 2015 - Present
Citi  August 2006 - April 2015
Smith Barney Citigroup   August 2004 - August 2006
RCI  March 2001 - July 2004
Bluestone  2000 - 2002

Skills
SDLC, Enterprise Architecture, Disaster Recovery, ITIL, Vendor Management, IT Management, Solaris, IT Strategy, Business Analysis, Websphere, Integration, Weblogic, Virtualization, Requirements Analysis, Data Center

Education
Stevens Institute of Technology   2006 — 2008
MSIS, Information System

   1992 — 1996
BSc, Electrical Engineering

David Brass David Brass Greater New York City Area Details
David Brass's Smith Barney Citigroup Experience 2002 - 2006
Job Corporate Ethics & Compliance at MetLife
Industry Financial Services
Experience
MetLife  2006 - Present
Smith Barney Citigroup   2002 - 2006
Prudential Insurance Co of America  1995 - 2001
Prudential Securities  1994 - 1995

Skills
Insurance, Financial Services, Life Insurance, Fixed Annuities, Broker-Dealer, FINRA, Series 63, Mutual Funds, Series 6, Investments, Operational Risk..., Securities, Securities Regulation, Investment Advisory, Series 24, Risk Management, Equities, Management, Hedge Funds

Education
Fordham University School of Law   1989 — 1992
JD

Queens College
BA

James Stoker James Stoker United States Details
James Stoker's Smith Barney Citigroup Experience May 1985 - September 2004
Job Institutional Consulting Director at Graystone Consulting
Industry Financial Services
Experience
Graystone Consulting  May 2010 - Present
WaterStreet Investment Consultants  September 2004 - January 2012
Eklektikos Capital Management, LP   August 2005 - May 2010
WaterStreet Investment Consultants, LLC   2004 - May 2010
Smith Barney Citigroup   May 1985 - September 2004

Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Investment Advisory, Portfolio Management, Series 7, Equities, Investments, Wealth Management, Investment Strategies, Retirement Planning, Series 63, Asset Management, Capital Markets, Financial Advisory

Education
University of Arkansas at Fayetteville   1975 — 1978
BS, Business Administration

New Mexico Military Institute   1974 — 1975
AA, Engineering

Christy Clock Christy Clock Greater Los Angeles Area Details
Christy Clock's Smith Barney Citigroup Experience 1994 - 1999
Job Team Manager at Toyota Motor Sales
Industry Printing
Experience
Toyota Motor Sales (onsite for Callahan Creek)   2007 - Present
Image Printing Solutions   2004 - 2005
Goldman Sachs  2000 - 2003
Smith Barney Citigroup   1994 - 1999
Smith Barney Citigroup   1994 - 1999

Education
Art Center College of Design   1986 — 1988
Bachelor's Degree, Graphic Design and Packaging

Southern Methodist University   1980 — 1984
Bachelor's Degree, Journalism and Communication

Elena Kinsey Elena Kinsey Greater Atlanta Area Details
Elena Kinsey's Smith Barney Citigroup Experience April 2004 - September 2004
Job Cash Flow Manager at Back 2 Basics FC
Industry Financial Services
Experience
Back 2 Basics FC LLC   November 2014 - Present
Fifth Third Bank  November 2013 - October 2014
Bank of America  September 2012 - November 2013
Bank of America  June 2010 - September 2012
Vendormate, Inc.   March 2008 - October 2009
Bank of America  May 2007 - March 2008
SunTrust Bank  December 2005 - November 2006
Smith Barney Citigroup   April 2004 - September 2004

Skills
Account Management, Risk Management, Sales, Marketing, Strategic Planning, Reporting, Multi-tasking Skills, Business Development, Budget Management, Communication, Problem Resolution, Organization, Customer Service, Administrative..., Loans, Finance, Analysis, CRM, Leadership, Salesforce.com, Financial Services, Selling, Financial Analysis, Process Improvement, Credit, Microsoft Excel, Training, Credit Analysis, Relationship Management, Negotiation, Budgets, Customer Satisfaction, Time Management, Sales Management, Sales Operations, Portfolio Management, Banking

Education
Florida Agricultural and Mechanical University   2002 — 2007
Bachelor of Science, Business Administration concentration Finance

Forest Elementary

Tracy Eldred Tracy Eldred Greater Philadelphia Area Details
Tracy Eldred's Smith Barney Citigroup Experience March 2003 - March 2005
Job Account Services Manager at Lasko Products
Industry Marketing and Advertising
Experience
Lasko Products  March 2005 - Present
Smith Barney, Citigroup  March 2003 - March 2005
May Department Stores  July 2002 - March 2003
Bloomsburg University  January 2000 - May 2002

Skills
Sales Operations, Microsoft Office, Account Management, Marketing, Inventory Management, Forecasting, Marketing Communications, Retail, Marketing Management, New Business Development, Sales, Sales Management, Merchandising

Education
Bloomsburg University of Pennsylvania   1998 — 2002
Bachelor of Science in Business Administration, Marketing

Brian Baylis Brian Baylis Greater New York City Area Details
Brian Baylis's Smith Barney Citigroup Experience May 2007 - September 2007
Job Walk In Bathtub and Senior Home Modifications, Digital Media Marketing Specialist
Industry Marketing and Advertising
Experience
IDIA Consulting /Bathe Safe Remodeling   October 2010 - Present
Incision Audio   April 2003 - Present
Tipico USA   June 2011 - March 2013
Bhang Shots   December 2011 - September 2012
YSL Corp   August 2008 - October 2010
EntertainUsNY   May 2008 - September 2010
Smith Barney/ Citigroup  May 2007 - September 2007
Spa World Corp   May 2006 - January 2007

Skills
Marketing, SEO, E-commerce, Marketing Strategy, Online Advertising, Product Development, Entrepreneurship, Online Marketing, Social Media Marketing, Start-ups, Email Marketing, New Business Development, Marketing Management, Contract Negotiation, Sales Management, Team Building, Small Business, SEM, Advertising, PPC, Strategic Planning, Public Speaking, Customer Service, Customer Retention, Consulting, Market Planning, Public Relations, Sales, Computer Maintenance, Manufacturing, Freight, Web Design, Product Design, Video Editing, Photoshop, Start-up Consulting, Aging in Place, Construction, Dealer Network..., Dealer Management, Dealer Relationships, Sales Operations, Sales Process, Direct Sales, Account Management, Accounting, QuickBooks, E-commerce SEO, E-commerce Consulting, E-commerce Optimization

Education
State University of New York at Buffalo   2004 — 2008
Bachelors, Business Administration and Management, General

Long Beach High School   2000 — 2004

Colin Devine Colin Devine New York, New York Details
Colin Devine's Smith Barney Citigroup Experience March 1997 - February 2012
Job Managing Director at Jefferies LLC
Industry Insurance
Experience
Jefferies LLC  July 2014 - Present
C Devine & Associates   March 2012 - July 2014
Capital Group  2012 - 2014
Smith Barney - Citigroup  March 1997 - February 2012
Standard and Poors  November 1994 - March 1997
Confederation Life  June 1990 - August 1994

Skills
Investments, Portfolio Management, Financial Services, Asset Management, Equity Research, Risk Management, Financial Modeling, Valuation, Mutual Funds, Equities, Trading, Capital Markets, Finance, Life Insurance, Fixed Annuities, Series 7, Insurance, Asset Managment, Alternative Investments, Hedge Funds, Chartered Financial..., Strategy, Mergers & Acquisitions, Investment Advisory, Investment Strategies, Investment Management, Retirement, Series 63, Business Strategy, Investment Banking, Acquisitions, Strategic Planning, Asset Allocation, Analysis, CFA, Corporate Finance, Securities, Private Equity, Wealth Management, Enterprise Risk..., Certified Financial..., Accounting, Fixed Income, Financial Risk, Strategic Financial..., Financial Advisory, Corporate Development, Investor Relations, Strategic Investment, Mergers

Education
York University - Schulich School of Business   1982 — 1984
MBA, Finance

University of Guelph   1978 — 1982
BSc, Biology

Jenna Gangemi Jenna Gangemi Orange County, California Area Details
Jenna Gangemi's Smith Barney Citigroup Experience May 2007 - February 2009
Job Registered Client Service Associate at Citi
Industry Financial Services
Experience
Citi  July 2012 - Present
Wells Fargo Advisors, LLC  February 2009 - March 2010
Smith Barney Citigroup   May 2007 - February 2009
Alexander's Mobility Service   September 2006 - May 2007
Bloomingdales  January 2005 - May 2006
Parallel  September 2004 - January 2005
Macy's  July 2001 - December 2002

Skills
Sales, Fixed Annuities, Management, Accounting, Financial Analysis, Retirement Planning, Securities, Portfolio Management, Mutual Funds, Customer Service, Financial Modeling, Microsoft Word, Outlook

Education
California State University-Long Beach - College of Business Administration   2007 — 2009
Bachelor of Science (B.S.), Finance, Real Estate, and Business Law

Orange Coast College   2006 — 2008
AA, Business Economics

Fashion Institute of Design & Merchandising   2004 — 2005
Product Development

Folkungaskolan   2003 — 2004
Exchange Student

Jean-Louis Lacu Jean-Louis Lacu Greater New York City Area Details
Jean-Louis Lacu's Smith Barney Citigroup Experience June 1995 - May 1999
Job Director at AXA Financial
Industry Accounting
Experience
Banco Santander  November 2009 - August 2010
Calyon Securities Inc.   April 2005 - March 2009
Interactive Brokers  July 2001 - June 2003
Oscar Gruss  June 2000 - July 2001
Robert Fleming  June 1999 - April 2000
Smith Barney (Citigroup)   June 1995 - May 1999
Lewco Securities Corp.  October 1990 - May 1995
New York Stock Exchange  June 1989 - October 1990

Skills
Accounting, Financial Analysis, Account Reconciliation, Accounts Receivable, Financial Statements, Budgets, Managerial Finance, General Ledger, Financial Reporting, Consolidation

Education
Long Island University   2003 — 2004
Master's Degree, Accounting

New York Institute of Technology-Old Westbury
Bachelor's Degree, Finance

Mark Kozyra Mark Kozyra Greater New York City Area Details
Mark Kozyra's Smith Barney Citigroup Experience January 1998 - January 2006
Job Implementation Data Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  January 2006 - Present
SMITH BARNEY - CITIGROUP  January 1998 - January 2006

Skills
Integration, SQL, Requirements Gathering, Access, User Acceptance Testing, Software Documentation, Testing, SDLC, Equities, Business Analysis, Requirements Analysis, Options, Software Project..., Analysis, Business Requirements, Asset Managment, Microsoft SQL Server, Pivot Tables, Restricted Stock, Employee Stock Options

Education
New York University   2004 — 2005
Certificate in Object Oriented Programming using Java

Pace University   1996 — 1998
Master of Science, Computer Science

TECHNICAL UNIVERSITY OF WARSAW   1981 — 1986
Bachelor of Science, Mechanical Engineering

Tracie Thompson Tracie Thompson Greater Los Angeles Area Details
Tracie Thompson's Smith Barney Citigroup Experience August 1999 - January 2007
Job Assistant Vice President Complex Risk Officer at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley  December 2014 - Present
National Planning Corporation (NPC)   March 2013 - December 2014
National Planning Corporation (NPC)   May 2011 - March 2013
Morgan Stanley Smith Barney  January 2007 - April 2010
Smith Barney Citigroup   August 1999 - January 2007
SunAmerica Retirement Markets  August 1996 - March 1999

Skills
Public Speaking, Asset Managment, Mutual Funds, Financial Analysis, Investments, Accounting, Marketing, Portfolio Management, Project Management, Sales

Education
Loyola Marymount University   2009 — 2013
Masters in Counseling, School of Education

California State University-Dominguez Hills   2001 — 2003
Bachelor of Arts (BA), Political Science / minor: Public Administration

Karen Ligas Karen Ligas Greater New York City Area Details
Karen Ligas's Smith Barney Citigroup Experience January 2005 - May 2005
Job Associate Planner Lic.Products & Accessories at Lacoste
Industry Retail
Experience
Lacoste  March 2013 - Present
Lacoste  June 2011 - Present
Lacoste  May 2007 - June 2011
C-town Supermarkets  April 2000 - July 2007
Macys  July 2006 - May 2007
Smith Barney, Citigroup  January 2005 - May 2005
Starosolsky & Associates   January 2005 - February 2005

Skills
Inventory Management, Shipping, Microsoft Office, Retail, E-commerce, Marketing, Sales, PowerPoint, Customer Service, Microsoft Excel, Forecasting, Microsoft Word

Education
Manhattanville College   2002 — 2006
Bachelor of Arts, Economics

Henry Artime Henry Artime Miami/Fort Lauderdale Area Details
Henry Artime's Smith Barney Citigroup Experience June 1994 - December 2008
Job Java developer contractor at Royal Caribbean Cruise Lines, Miramar, FL
Industry Information Technology and Services
Experience
JPMorgan Chase & Co.   October 2014 - January 2015
HealthPlan Services  April 2014 - August 2014
The Depository Trust & Clearing Corporation  October 2013 - February 2014
Bank of America  May 2013 - September 2013
TracFone Wireless  December 2012 - March 2013
NYC department of finance  April 2009 - June 2010
Smith Barney Citigroup   June 1994 - December 2008
Merrill Lynch/First Boston Corp/Citibank   June 1980 - June 1994

Skills
JMS, Core Java, J2EE Application..., SQL, JavaScript, DHTML, SOA, JDBC, RAD, Eclipse, CVS, IBM clearcase, CICS, WebSphere Application..., WebSphere MQ, Weblogic, SVN, JPA, Hibernate, Spring Framework, Tomcat, Maven, SOAP, RESTful WebServices, Application enterprise...

Education
Baruch College   1975 — 1980
Bachelor of Business Administration (BBA), Computer Technology/Computer Systems Technology

Joshua Nolan Joshua Nolan West Palm Beach, Florida Area Details
Joshua Nolan's Smith Barney Citigroup Experience October 2004 - March 2008
Job Regional Director Retail Leasing at Morguard
Industry Real Estate
Experience
Morguard  July 2015 - Present
Poinciana Management Inc   July 2014 - July 2015
CBRE  November 2011 - July 2014
NSNYRE   December 2009 - October 2011
NSNYRE   October 2008 - December 2009
Smith Barney (CitiGroup)   October 2004 - March 2008
Hogan Commercial Group   January 2003 - August 2003

Skills
Acquisitions, Commercial Real Estate, Brokerage, Disposition, Facilities Management, Financial Modeling, Landlords, Leases, Marketing, New Business Development, Program Management, Proposal Writing, Real Estate, Real Estate Economics, Recruiting, Retail, Sales

Education
University of Maryland College Park

University of Maryland, College
B.A, Criminal Justice (Statistics Focus)

Graham Chainey Graham Chainey New York, New York Details
Graham Chainey's Smith Barney Citigroup Experience July 2005 - September 2005
Job Senior Consultant, Ernst & Young, Financial Services Office, Credit Risk & Capital Management Advisory Services
Industry Financial Services
Experience
Ernst & Young  March 2012 - Present
Bank of America Home Loans  July 2008 - February 2012
Cottage Health System  January 2008 - July 2008
Smith Barney Citigroup   July 2005 - September 2005

Skills
Trading, Mutual Funds, Fixed Income, Risk Management, Credit Risk, Banking, Financial Modeling, Portfolio Management, Financial Risk

Education
University of California, Santa Barbara   2003 — 2008
Financial Mathematics and Statistics, Mathematical Finance, Financial Risk Management

Monte Vista High School (Danville, CA)

Monte Vista High School (Danville, CA)

Monte Vista High School (Danville, CA)

Monte Vista High School (Danville, CA)

Adam Lowen Adam Lowen Greater Detroit Area Details
Adam Lowen's Smith Barney Citigroup Experience April 2000 - December 2005
Job Assistant Vice President, Estate Tax Specialist at Comerica Bank
Industry Law Practice
Experience
Comerica Bank  November 2014 - Present
Adam Lowen, Attorney & Counselor at Law, PLLC   August 2013 - October 2014
Merrill Lynch  January 2012 - September 2013
Quicken Loans  December 2009 - May 2011
Smith Barney (Citigroup)   April 2000 - December 2005

Skills
Estate Planning, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Trusts, Wills, IRAs, Estate Administration

Education
University of Toledo College of Law   2006 — 2009
J.D., cum laude

University of Oregon   1999 — 2002
B.A., History

Kansas State University   1997 — 1999
Major: Music Education

Eliza Prendzova Eliza Prendzova Greater New York City Area Details
Eliza Prendzova's Smith Barney Citigroup Experience August 2004 - June 2005
Job Consulting, Research
Industry Financial Services
Experience
Self Employed  August 2009 - Present
Smith Barney Citigroup   August 2004 - June 2005
Merrill Lynch  April 2003 - August 2004
Merrill Lynch  June 1999 - December 2002
Merrill Lynch  September 1998 - June 1999
Macedonian Permanent Mission to the United Nations   September 1994 - December 1995
Ministry of Foreign Relations, Macedonia   January 1993 - September 1994
Office of the President of the Government of Macedonia   September 1992 - September 1994
freelance  May 1989 - September 1993
OSCE  September 1992 - January 1993

Skills
Public Speaking, Strategic Planning, Research, Social Media, International Relations, Entrepreneurship, Fixed Income, Strategic Communications, Due Diligence, Politics

Education
Columbia University - School of International and Public Affairs   1996 — 1999
Masters, International Affairs, Business and Finance

University of Cyril and Metodij, Skopje
Bachelor of Arts (BA), English Language and Literature, General

Gordon Milcham Gordon Milcham Los Angeles, California Details
Gordon Milcham's Smith Barney Citigroup Experience 2000 - 2006
Job CEO at Merkurio Pictures
Industry Entertainment
Experience
Merkurio Pictures   2010 - Present
El Nuevo Cojo Ilustrado   2003 - Present
UCLA  2011 - 2011
Smith Barney Citigroup   2000 - 2006

Skills
Feature Films, Producing, Video Production, Entertainment, Theatre, Television, Improvisation, Film, Short Films, Acting, Music, Film Production, Voice Over, Stage, Screenwriting, Commercials, Comedy, Drama, Final Draft, Voice Acting, Dialects, Plays, Independent Film, Casting, Directing, Pre-production, Post Production, Production Managment, Camera, Cinematography, Film Editing, Storytelling, Media Production, Music Videos, Reality, Film Finance, Festivals

Education
Fordham University
LLM

New York University
Cinematography and Film/Video Production

Universidad Santa Maria   1991 — 1996
Doctor of Law (JD), Law

John Vinciguerra John Vinciguerra Greater New York City Area Details
John Vinciguerra's Smith Barney Citigroup Experience January 2008 - November 2010
Job Senior Business Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's   September 2014 - Present
Morgan Stanley Wealth Management  December 2013 - August 2014
Pershing, a BNY Mellon company  April 2012 - October 2013
Standard & Poor's   October 2010 - January 2012
Smith Barney Citigroup   January 2008 - November 2010
Nomura Securities  August 2006 - December 2007
Bank of America  September 2003 - August 2006
UBS  September 2001 - March 2005

Skills
Securities, Market Data, Capital Markets, Asset Managment, Portfolio Management, Asset Management, Fixed Income, Wealth Management, Equities, SDLC, Investment Banking, Financial Services, Trading, Hedge Funds, Finance, Risk Management, Mutual Funds, Bloomberg, Trading Systems, Financial Markets, Settlement, Back Office, Options, Electronic Trading, Derivatives

Education
Fairfield University   1974 — 1978
BS, Finance

Rimma Shikh Rimma Shikh Greater New York City Area Details
Rimma Shikh's Smith Barney Citigroup Experience November 1999 - 2009
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Managment   2009 - Present
Smith Barney Citigroup   November 1999 - 2009
Marsh & McLennan Companies, Inc.   September 1998 - October 1999
American Home Product   February 1996 - July 1998

Skills
Business Requirements, Performance Testing, Risk Management, LoadRunner, Test Automation, Wealth Management, Manual Testing, Equities, Release Management, Banking, Fixed Income, Trading Systems, Quality Assurance, Requirements Gathering, Business Analysis, Requirements Analysis, SDLC, Software Project..., Vendor Management, Testing

Education
Long Island University, Brooklyn Campus   1994 — 1996
Master of Science (MS), Chemistry

Ofelia (Sbingu) Bogdan Ofelia (Sbingu) Bogdan Sacramento, California Area Details
Ofelia (Sbingu) Bogdan's Smith Barney Citigroup Experience February 2003 - August 2006
Job MBA Graduate
Industry Financial Services
Experience
LiveNote, Inc   December 2007 - May 2008
Yerba Buena Financial Partners, LLC  September 2006 - September 2007
Smith Barney Citigroup   February 2003 - August 2006
Northern California World Trade Center  February 2004 - April 2004
UCLA  October 1997 - July 2002

Education
University of California, Los Angeles
Bachelor of Arts, Political Science

Golden Gate UniversityMay 2008
Master Business Administration, Finance

Monica Cervantes, MA Monica Cervantes, MA Portland, Oregon Area Details
Monica Cervantes, MA's Smith Barney Citigroup Experience August 2005 - May 2007
Job Real Estate / Banking / Data Analyst
Industry Real Estate
Experience
The Law Offices of Sandy N. Webb   September 2013 - November 2013
Oregon Department of Justice  August 2011 - January 2012
JP Morgan  August 2008 - August 2010
RBS Sempra Commodities  August 2008 - July 2010
RBS Global Banking & Markets  October 2007 - July 2008
ABB Inc.  May 2007 - October 2007
Smith Barney CitiGroup   August 2005 - May 2007

Skills
Commodity, Energy, Microsoft Excel, Data Analysis, Access, Analysis, Project Management, Microsoft Office, Software Documentation, PowerPoint, Research, Medical Terminology, Human Anatomy, Physiology, Medical Education, Banking

Education
Fairfield University   1995 — 2001
MA, Secondary Education

Fairfield University   1992 — 1994
BA, English and Marketing

Norwalk Community College   1990 — 1992
AA, Humanities and Languages

William (Bill) Pack William (Bill) Pack San Francisco Bay Area Details
William (Bill) Pack's Smith Barney Citigroup Experience 1982 - 2002
Job Novelist, Executive, Arbitrator
Industry Executive Office
Experience
Self  August 2014 - Present
Montalvo Arts Center  November 2012 - November 2014
Smith Barney, Self   2009 - 2014
Financial Industry Regulatory Authority (FINRA)   2000 - 2003
Smith Barney Citigroup   1982 - 2002
Quality Investments Inc   1982 - 1988

Skills
Leadership, Vision, Determination to Succeed, Novels, Mergers & Acquisitions, Fiction, Non-fiction, Financial Services, Short Stories, Imagination, Books, Management, Venture Capital, Finance, Private Equity, Public Speaking, Strategy, Strategic Planning, Mentoring, Social Media, Research

Education
Stanford University   2000 — 2003
BS, Anthropological Sciences, College overal: 3.91

G.E.D.
High School equivalency ... or close enough.

Kiel Rodriguez Kiel Rodriguez Miami/Fort Lauderdale Area Details
Kiel Rodriguez's Smith Barney Citigroup Experience April 2001 - February 2002
Job Sales Associate at Bioventus
Industry Banking
Experience
Levenson Katzin & Ballotta   July 2014 - November 2014
US Gas and Electric Inc  February 2014 - July 2014
Smith & Nephew Orthopaedics  March 2011 - November 2013
SunTrust Bank  June 2008 - March 2010
PwC  June 2007 - March 2008
University of Central Florida  May 2004 - May 2005
University of Central Florida  May 2001 - May 2004
Smith Barney Citigroup   April 2001 - February 2002

Skills
Banking, Credit, Credit Risk, Portfolio Management, Financial Risk, Risk Management, Loans, Commercial Banking, Credit Analysis, Consumer Lending, Commercial Lending, Small Business Lending, Cross Selling, Trade Finance, Financial Analysis, Core Banking, Cash Management, Sales, Salesforce.com, Medical Devices, Client Billing, Health Insurance, Customer Service, Account Management, Training, Leadership

Education
Nova Southeastern University   2006 — 2006
Master of Business Administration (MBA), Business/Commerce, General

University of Central Florida   2000 — 2004
Bachelor of Science (BS), Finance, General

Carlos Andres Coll Carlos Andres Coll Miami/Fort Lauderdale Area Details
Carlos Andres Coll's Smith Barney Citigroup Experience February 2002 - November 2005
Job Administrative Director at Ultralat Capital Markets
Industry Financial Services
Experience
Ultralat Capital Markets   May 2011 - Present
Ultralat Capital Markets   August 2008 - May 2011
EFG Capital International Corp.  November 2005 - August 2008
Smith Barney Citigroup   February 2002 - November 2005
Banco de Occidente  January 2000 - December 2001

Skills
Microsoft Office, Management, Microsoft Excel, Sales, Leadership, Process reengineering

Education
Universidad ICESI   1999 — 2000
Master of Business Administration (MBA), MBA

Pontificia Universidad Javeriana   1992 — 1997
Bachelor of Business Administration (B.B.A.), Marketing

Elliot Kiersky Elliot Kiersky Greater Memphis Area Details
Elliot Kiersky's Smith Barney Citigroup Experience May 1999 - January 2009
Job Vice PresidentInvestments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   January 2009 - Present
Smith Barney-Citigroup  May 1999 - January 2009

Education
The University of Memphis   2004 — 2006
Masters of Business Administration, Finance

University of Wisconsin-Madison   1992 — 1996
B.S., Ag. Economics

Robert Eberly Robert Eberly West Chester, Pennsylvania Details
Robert Eberly's Smith Barney Citigroup Experience 2004 - 2009
Job Senior V P at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott  2009 - Present
Smith Barney Citigroup   2004 - 2009
Legg Mason  1988 - 2004
Hopper Soliday   March 1981 - February 1988

Skills
Asset Management, Securities, Strategic Planning, Wealth Management, Series 7, Mutual Funds, Series 63

Education
Rollins College   1972 — 1976
Bachelor’s Degree, Economics

Leo Karas Leo Karas Brooklyn, New York Details
Leo Karas's Smith Barney Citigroup Experience 2004 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Citi  2012 - 2013
Morgan Stanley Smith Barney  2009 - 2012
Smith Barney (Citigroup)   2004 - 2009
Morgan Stanley  2001 - 2003
Morgan Stanley  1998 - 2001

Skills
Programming, Web Design & Development, Database Management, Financial Systems..., Visio, COBOL, COBOLII, FINRA Compliance, Application Support, Production Support, UAT & Production Testing, Client Support, Training & Mentoring of..., Systems Migrations, Accounting, Generation of Manuals..., FTP, FTPS, SFTP, Mainframe

Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting

Morgan Stanley Continuing Education Program

ASA Institute of Business and Computer Technology
Computer Science

Norma Snapp Norma Snapp Indianapolis, Indiana Area Details
Norma Snapp's Smith Barney Citigroup Experience May 2000 - September 2008
Job Senior Advisor at Blue Crab Partners
Industry Financial Services
Experience
Smith Barney  April 2000 - May 2009
Smith Barney CitiGroup   May 2000 - September 2008
Merrill Lynch  June 1993 - January 2000

Skills
Risk Management, Strategic Planning, Management Consulting, Finance, Management, Retirement Planning, Nonprofits, Retirement, Fundraising, Process Improvement, Leadership, Customer Service, Project Management

Education
Indiana University Bloomington

David A. Pozniak David A. Pozniak Phoenix, Arizona Details
David A. Pozniak's Smith Barney Citigroup Experience January 1984 - May 2009
Job Senior Vice PresidentWealth Management at UBS Financial Services,Inc.
Industry Financial Services
Experience
UBS  May 2009 - Present
Smith Barney Citigroup   January 1984 - May 2009

Education
Michigan State University
Bachelor of Arts (B.A.), Accounting and Finance

Robert Sill Robert Sill Cincinnati Area Details
Robert Sill's Smith Barney Citigroup Experience February 2003 - September 2006
Job Financial Services Professional
Industry Financial Services
Experience
Convergys Command Center   2014 - Present
Fidelity Investments  September 2006 - September 2014
Smith Barney Citigroup   February 2003 - September 2006
Citi  December 2001 - February 2003

Skills
Leadership, Customer Service, Financial Services, Business Process..., Client Services, Project Management, Asset Allocation, Client Relations, Analysis, Microsoft Office, Account Management, Investments, Financial Analysis, Relationship Management, Business Strategy, Mutual Funds, Relationship Building, Call Centers, Management, Process Improvement, Sales, Employee Benefits, Team Management

Education
University of Cincinnati

Lauren Wojciechowski Lauren Wojciechowski Rochester, New York Area Details
Lauren Wojciechowski's Smith Barney Citigroup Experience May 2006 - September 2008
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  August 2010 - Present
Convergent Wealth Advisors  September 2008 - August 2010
Smith Barney Citigroup   May 2006 - September 2008

Skills
Series 7, Alternative Investments, Bloomberg, Asset Management, Financial Accounting, Financial Services, Financial Modeling, Financial Analysis, Equities, Wealth Management, Portfolio Management, Mutual Funds, Investments

Education
State University of New York College at Geneseo   2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General

Chris Kuriakose Chris Kuriakose Greater New York City Area Details
Chris Kuriakose's Smith Barney Citigroup Experience January 2005 - May 2005
Job Lab Technical Consultant at Columbia University in the City of New York
Industry Higher Education
Experience
Columbia University in the City of New York  October 2007 - Present
Bank of America  October 2005 - April 2006
Smith Barney, Citigroup  January 2005 - May 2005

Skills
Mac, Windows, Troubleshooting, Customer Service, Networking, Security, Social Media, Public Speaking, PowerPoint, Research, Analysis, Teamwork, Consulting, Teaching

Education
St Tikhon's Orthodox Theological Seminary   2013 — 2015
Master of Divinity (M.Div.), Theology

Columbia University in the City of New York   2006 — 2008
Master of Arts (M.A.), Economics, Computing and Technology, Education

Purchase College, SUNY   2003 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics