Jeffrey Smith in

Jeffrey Smith

Login to view DISC.
CAO Americas Equities at Citi
📍 New York, New York, United States

Jeffrey Smith is the Chief Administrative Officer for Americas Equities at Citi, leveraging extensive experience from his tenure at Deutsche Bank where he served as COO for multiple divisions, including Global Equity Derivatives. He holds Series 3, 7, and 63 certifications and earned his Master of Science from Springfield College.

He has a distinguished career in financial services, demonstrating deep expertise in business management, strategic initiatives, risk management, and derivatives trading. His roles have consistently focused on project delivery, internal controls, and improving financial performance for major banking institutions.

Read the full overview →
Experience
19 Years
Current Role
CAO Americas Equities
Location
New York, New York, United States
Personality Overview

How Jeffrey shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Jeffrey cares about

Americas Equities
As the current CAO for Americas Equities at Citi, this is his primary domain of responsibility and expertise.
Derivatives Trading
Listed as a core skill across his senior roles at both Citi and Deutsche Bank, indicating deep knowledge in this area.
+5 more topics Login to view topics
Career

Work history

12-2020
CAO Americas Equities
Citi
9-2020 - 12-2020
Business Unit Manager - NAM Equity Derivatives
Citi
8-2019 - 9-2020
COO - Americas, Capital Release Group
Deutsche Bank
8-2015 - 8-2019
COO - Americas, Global Equity Derivatives
Deutsche Bank
6-2009 - 8-2015
Vice President - Listed Derivatives
Deutsche Bank
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2000 - 2002
Master of Science (MS)
Springfield College
1996 - 2000
Bachelor of Science (B.S.)
Springfield College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Citi Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jeffrey. Free, 10 seconds.