Jeffrey Smith

Energizer
DISC Type : I

CAO Americas Equities at Citi

New York, New York, United States

Overview

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.

Personality Overview

Informal

Big Picture Person

Imaginative

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care 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.
Business Risk & Control
His background as a COO and CAO, coupled with skills in risk management and internal controls, points to this being a key focus.

Media Appearances

Jeffrey has no verified media appearances

Work History

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

Education

2000 - 2002
Master of Science (MS) from Springfield College
1996 - 2000
Bachelor of Science (B.S.) from Springfield College

More Information

Social Presence :

Prographics :

Exp : 19 Location : New York, New York, United States Job Level : N/A Designation : CAO Americas Equities at Citi
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Share some stories about how you you have helped people in similar positions succeed
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid overloading them with too much detail
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Jeffrey

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Jeffrey take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Jeffrey

Personality Compatibility


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