The Moon Group
Citi Family Office
1850 K Street Northwest
Suite 900
Washington, DC 20006
tel: 202.857.5422
toll free: 800.424.3209
fax: 202.857.5457
 
Staff

At Citi we offer our clients full-service advantages, including a dedicated support staff ready to assist you and your account servicing needs.
Brett J. Brenner
Brett J. Brenner
Registered Associate
tel: 202.857.5414
fax: 202.857.5457
brett.j.brenner@smithbarney.com
   Experience

  • Monthly Managed Account Updates and Rebalancing in Consultation with Citigroup Investment Advisory Committee
  • Develop Monthly Client Communications such as "Managing Your Balance Sheet" and "Investment Alert" Memorandums
  • Direct All Activities of Financial Intern Program in Coordination with Georgetown University
  • Assemble, Distribute and Report on All Correspondence Related to Account Operations
  • 7 Years of Industry Advisory and Management Experience
Timothy F. Veith
Timothy F. Veith
Registered Associate
tel: 202.862.2826
fax: 202.857.5457
timothy.veith@smithbarney.com
   Experience

  • Assists Client with Maximum Administrative and Operational Support for All Inquiries
  • Review & Monitor Client Accounts through the Utilization of Internal and External Resources
  • Oversee Stock Option Plan Operations and Provide Assistance with All Exercises
  • Direct All Activities of Financial Intern Program in Coordination with Georgetown University
  • 2 Years of Industry Advisory and Management Experience
 
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