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Filter News Show All ResultsShow Filtered Results Category - Biotech (x)Country - United States (x)State / Province - District Of Columbia (x)City / Town (To see all cities,remove category filter) | Citi Institutional Consulting’s Spectrum Inst. Consulting At Citi Recognized As A Top-ranked Finan
FOR IMMEDIATE RELEASE
PR Log (Press Release) –
Sep 08, 2008 – SCOTTSDALE, AZ − Citi Institutional Consulting is pleased to announce that Spectrum Institutional
Consulting, comprised of financial advisors James A. Pupillo, CIMA®, CIMC®, Senior Vice President – Investments, Alan D. Klibanoff, Senior Vice President – Investments, Brian L. Hein, CIMA®, CRPS®, Senior Vice President – Investments, James G. Cooper, First Vice President – Investments, Tyson W. Kelley, Second Vice President – Investments, David Brasfield, CRPS® , Second Vice President – Investments, Aaron Brasfield, Institutional Consulting Analyst, Darren A. Evans, CIMA®, Institutional Consulting Analyst, Mike Baker, Institutional Consulting Analyst, Traci Hapke, Group Administrator and Lisa L. Basila, Registered Associate was recognized in Research Magazine as one of its Top-Ranked Advisor Teams in America. The article appeared in the September, 2008 issue and is based on the methodology and criteria of independent research organization The Winner’s Circle. "These teams are true client advocates," RJ Shook, President and Founder of The Winner’s Circle, said, "always striving to provide the highest quality advice and service to their clients." The Winner’s Circle screens more than 7,000 financial professionals nationwide on an annual basis for all projects and selected 50 horizontal full service financial advisor teams using a combination of quantitative and qualitative criteria. * Those identified on the list were selected based on their continued focus on adhering to the best practices that govern our business, success and quality service that they provide to their clients. ©2008 Citigroup Global Markets Inc. Member SIPC. Citi Institutional Consulting is a division of Citigroup Global Markets Inc. Securities are offered through Citigroup Global Markets Inc. Citigroup Global Markets Inc. and Citibank are affiliated companies under the common control of Citigroup Inc. Citi and Citi with Arc Design are trademarks and service marks of Citigroup Inc. and its affiliates, and are used and registered throughout the world. Citi, the leading global financial services company, is affiliated with millions of clients, corporations, governments and institutional investors in more than 100 countries and offers a broad range of financial products, advice and services, including consumer banking and finance, corporate and investment banking, securities brokerage, wealth management and alternative investments. Citi is also recognized as a leader in corporate responsibility, sustainable growth, financial education and microfinance and it is a component of the Dow Jones Sustainability Index and FTSE4Good Index. Additional information may be found at www.citigroup.com or www.citi.com. *Research Magazine’s 130 Top-Ranked Advisor Teams in America, as identified by The Winner's Circle®, LLC , bases its rankings on qualitative criteria: professionals with a minimum of 7 years' financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. With over 7,000 nominations compiled on an annual basis, advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. For more information on ranking methodology, go to www.WCorg.com. The rating may not be representative of any one client's experience because it reflects a sample of all of the experiences of the advisor's clients. The rating is not indicative of the advisor's future performance. Neither Smith Barney nor its financial advisors pay a fee to The Winner's Circle in exchange for the rating. PRESS CONTACT: Todd Baker, Branch Office Manager, 480-368-6600 # # # Disseminating Pravda for those of us who know what it is like to be the best kept secret in the industry. To embed this press release, copy and paste the following HTML code into your webpage-
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