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Query: Citi Smith Barney, Private Wealth Management
Position: Citi Smith Barney, Private Wealth Management
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Spanish, English, Creative Strategy, Creative Direction, Digital Media, Digital Strategy, Digital Marketing, Adobe Creative Suite, Adobe Premiere Pro CC, Adobe Audition CC, Video Production, Film, Final Cut Pro, Content Development, Audio Post Production, Sound Design, Financial Analysis
Wealth Mangement, Portfolio Management, Asset Allocation, Client Service, Investment Strategies, Alternative Investments, Value Investing, Wealth Management Services
Series 7, Venture Capital, Wealth Management, Investments, Equities, Asset Management, Mutual Funds, Portfolio Management, Strategic Financial Planning, Fixed Income, Alternative Investments, Asset Allocation, Financial Services, Hedge Funds, Series 63
SAP, Consulting, Marketing, Microsoft Excel, PowerPoint, Finance, Teamwork, Customer Service, Retirement Planning, Leadership, Direct Sales, Microsoft Word, Strategic Planning, HR Consulting, SAP HR
  • Vice President - BlackRock Solutions for Latin America & Iberia at BlackRock
  • Vice President - Institutional Client Business at BlackRock
  • Private Bank Analyst at J.P. Morgan
English, French, Spanish, Portuguese, Python, SQL, Java, Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Management, Investments, Emerging Markets, International Relations, Microsoft Office, Banking, Microsoft Excel, Private Equity, Cultural Awareness, Latin America
English, French, Italian
Wealth Management, Business Process, Cash Management, Payments, CRM, Product Management, Portfolio Management, Strategy, Project Management, Business Strategy, Management, Internet Banking, Outsourcing, Operations Management, Credit
English, Chinese, Cantonese
Wealth Management, Asset Managment, Series 7, Investments, Strategy, Business Strategy, Asset Management, Investment Strategies, Retirement Planning, Financial Services, Mergers & Acquisitions, Equities, Mutual Funds, Management, Leadership
Investments, Portfolio Management, Banking, Finance, Fixed Income, Alternative Investments, Relationship Management, Investment Management, Financial Analysis, Financial Advisory, Trading, Financial Modeling, Series 7, Financial Services, Wealth Management, Mutual Funds
  • Managing Director, Citigroup Alternative Investments (CAI) at Citi
  • Managing Director, Citigroup Private Bank (CPB) at Citigroup
  • Vice President, Real Estate Investment Bank at Citicorp
Due Diligence, Alternative Investments, Portfolio Management, Real Estate, Investments, Capital Markets, Commercial Real Estate, Investment Strategies, Management, Asset Allocation, Structured Finance, Wealth Management, Fund Of Funds, Valuation, Asset Management
Retail Banking, Sales, Channel Partners, Wealth Management, Private Banking, Relationship Management, Portfolio Management, Branch Banking, Mutual Funds, Investment Advisory, Offshore Investments, Alternative Investments, NRI Services, Insurance, Private Equity
  • Investment Analyst at Citi
  • Emerging Market Structured Credit Trading Analyst at Citi
  • Latin America Institutional Sales Analyst at Citi
Spanish, Financial Analysis, Finance, Financial Modeling, Fixed Income, Investments, Equities, Portfolio Management, Analysis, Capital Markets, Trading, Management, Accounting, Marketing, Capital IQ, Financial Risk
Financial Modeling, Financial Analysis, Equities, Corporate Finance, Private Equity, Capital Markets, Venture Capital, Business Strategy, Financial Markets, Trading, Investment Banking, Due Diligence, Entrepreneurship, Valuation
  • Director, Fidelity Institutional Client Management at Fidelity Investments
  • Assistant Vice President, PWM Investment Services Team at Citi
  • Registered Associate, Private Wealth Management at Citi
Retirement Planning, Wealth Management, Estate Planning, Investment Strategies, Financial Planning, Portfolio Management, Strategic Financial Planning, Investments, Finance, Investment Advisory, Securities, Wealth Management Services, Alternative Investments, Asset Allocation, Series 7, Asset Management
Investments, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Strategy, Series 7, Banking, Marketing Strategy, CRM, Strategic Financial Planning, Portfolio Management, Retirement Planning, Leadership, Equities
  • Implementation Manager -Vice President at Citi
  • Implementation project manager - Assistant Vice President at UBS
  • Manager Client Services - Divisional Assistant Vice President at UBS
  • Private Client Group-StockBroker at Investec Ernst and Company
  • Managing Consultant (Project Manager / Business Analyst) at SMC Inc.
  • Consultant (Project Manager / Business Analyst for PMO) at Johnson & Johnson
  • Consultant (Business Analyst for Finance Change and Citizens Bank Control Room) at RBS Markets & International Banking
  • Consultant (Project Manager for Transformation Management Office) at AIG
  • Consultant (Project Manager for Control Room Surveillance / Compliance Risk) at Barclays
  • Consultant (Project Manager for Procurement Risk Governance & Contracts) at TD
  • Consultant (Project Manager / Business Analyst for Private Wealth Management Technology) at Morgan Stanley Smith Barney
  • Consultant (Project Manager for Global Enterprise Payments) at Citi
English, Urdu, Hindi, Punjabi, Spanish, Project Portfolio Management, Project Management, Process Improvement, SDLC, Vendor Management, Requirements Analysis, Integration, Requirements Gathering, Business Analysis, CRM, Business Process, User Acceptance Testing, Fixed Income, Risk Management, Software Documentation
  • Executive Assistant to COO, Investment Strategy and Solutions at Morgan Stanley Smith Barney
  • Executive Assistant to COO, Citi Shared Services at Citi
  • Executive Assistant to General Counsel, Global Wealth Management at Citi
Human Resources, Recruiting, Event Planning, Training, Administrative Assistants, CRM, Microsoft Office, Project Management, Process Scheduler, Editing, Travel Arrangements, Public Speaking, Finance, Internal Communications, Asset Management
English, Spanish, French
Hedge Funds, Mutual Funds, Private Equity, Investor Relations, Structured Products, Product Development, Alternative Investments, Investments, Separately Managed Accounts, Wealth Management, Asset Management, Asset Managment, Trading, Business Strategy, Investment Banking
  • International Business Development Consultant at Triplejump
  • Vice President, Strategy and Finance, Citi Ventures at Citi
  • Strategy Associate, Citi Holdings at Citigroup
  • Investment Banking Analyst at Citi
  • Assurance Intern at PwC
  • Private Wealth Management Intern at Smith Barney
French, conversational, Financial Modeling, Strategy, Management, Mergers & Acquisitions, Strategic Planning, Marketing Strategy, Analytics, Investment Banking, Board Development, Commercial Banking, FinTech, Financial Analysis, Due Diligence, Entrepreneurship
SDLC, Vendor Management, Business Analysis, Financial Services, IT Strategy, PMO, Risk Management, IT Management, Program Management, Management, Project Portfolio Management, Equities, Enterprise Architecture, Portfolio Management, Software Project Management
English, Mandarin Chinese
  • Managing Director at DBS Bank
  • Managing Director Chief Operating Officer Wealth Management - CBG and Chief Data Officer at DBS Bank
  • Global Head of Operations for Citi Private Bank at Citibank
  • Managing Director Head of Smith Barney international operations and MyFI Operations at Citibank
  • Head of Right Placement Global Wealth Management at Citibank
English, French, Spanish, Wealth Management, Securities, Private Banking, Capital Markets, Banking, Fixed Income, Investment Banking, Structured Products, Equities, Portfolio Management, Financial Services, Financial Risk, Financial Markets, Emerging Markets, FX Options
Spanish, Event Management, Client Experience, Investments, Marketing Strategy, Budget Management, Customer Relations, Marketing Communications, Budgeting, Series 7, Wealth Management, Strategic Planning, Channel Marketing, Integrated Marketing, Marketing Management, Financial Planning
Mandarin, English, Real Estate, Finance, Investments, Bilingual, Financial Analysis, Entrepreneurship, Venture Capital, Sellers, Valuation, Equities, Luxury, Investment Properties, Asset Management, Negotiation, Market Research
  • COO at Citi
  • Head of Private Client Equity Capital Markets, at Citi
  • Head of Private Client Sales and Trading at Citi
Series 7, Series 63, Series 24, Series 9, Series 10, Series 4, Series 66, Series 55, Wealth Management, Alternative Investments, Uniform Combined State Law, FINRA, Mutual Funds, Series 65, Securities
  • Vice President, Global Brand, Product Management and Marketing, Global Network Services at American Express
  • Director - Global Product Management and Marketing, Global Network Services at American Express
  • Director - Product Management and Strategic Alliances, Corporate Card at American Express
  • Manager - Product Management, Corporate Card at American Express
Segmentation, Product Management, Credit Cards, Loyalty Programs, Product Development, Cards, Multi-channel Marketing, Loyalty Marketing, P&L Management, Strategic Partnerships, Customer Experience, Retail Banking, Payments, Strategy Development, Direct Marketing
Google Apps, Cloud Computing, Salesforce.com, PaaS, Enterprise Software, SaaS
  • Compliance Director, Citi Transaction Services at Citi
  • AML Global Risk Management & Policy Director, Citi Private Bank at Citi
  • AML Global Risk Management & Policy Director, Citi Global Wealth Management at Citi
  • AML Project Manager, Citi Smith Barney at Citi