Keith Edelstein
Institutional Sales at Citigroup Global Markets, Inc. (Broker)
Profile
Keith David Edelstein is currently a Director at Citigroup Global Markets, Inc. (Broker) since 2004.
He previously worked as a Principal at BDO USA PC in 1994 and as an Analyst at Geller & Co. LLC from 1995 to 1998.
Mr. Edelstein obtained his undergraduate degree from Emory University in 1994 and later earned an MBA from Emory University in 2000.
Keith Edelstein active positions
Companies | Position | Start |
---|---|---|
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Institutional Sales | 2003-12-31 |
Former positions of Keith Edelstein
Companies | Position | End |
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Geller & Co. LLC
Geller & Co. LLC Financial ConglomeratesFinance Geller & Co. LLC and its subsidiary, Geller Advisors LLC, provide financial advisory and wealth management services to individuals, families, business owners, institutions, and non-profits. The private company is based in New York, NY and has subsidiaries in the United States. The company's services include CFO, financial, tax and estate planning, investment management, philanthropic giving, and technology. Geller Advisors is a multi-family office with over $9 billion of assets under management and advisement. The company was founded by Laurence Stephen Geller and Martin Jay Geller, with Martin Jay Geller serving as CEO since incorporation. | Corporate Officer/Principal | 1998-12-30 |
BDO USA PC
BDO USA PC Miscellaneous Commercial ServicesCommercial Services BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY. | Corporate Officer/Principal | 1994-12-30 |
Training of Keith Edelstein
Emory University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
Geller & Co. LLC
Geller & Co. LLC Financial ConglomeratesFinance Geller & Co. LLC and its subsidiary, Geller Advisors LLC, provide financial advisory and wealth management services to individuals, families, business owners, institutions, and non-profits. The private company is based in New York, NY and has subsidiaries in the United States. The company's services include CFO, financial, tax and estate planning, investment management, philanthropic giving, and technology. Geller Advisors is a multi-family office with over $9 billion of assets under management and advisement. The company was founded by Laurence Stephen Geller and Martin Jay Geller, with Martin Jay Geller serving as CEO since incorporation. | Finance |
BDO USA PC
BDO USA PC Miscellaneous Commercial ServicesCommercial Services BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY. | Commercial Services |
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