Swanson Group at Smith Barney
Citi Institutional Consulting
4201 Westown Parkway
Suite 320
West Des Moines, IA 50266
tel: 515.327.4824
toll free: 866.527.3897
fax: 515.327.4801
 
Staff

At Citi we offer our clients full-service advantages, including a dedicated support staff ready to assist you and your account servicing needs.
Joe Slechta
Group Administrator
tel: 515.327.4834
fax: 515.327.4801
joseph.slechta@citi.com
   Experience

  • Joined the Financial Services Industry in 1998
  • Series 3, 7, 9, 10, 55 & 66 Licensed
  • BS - Business Management with Finance Emphasis
  • FINRA Arbitrator
Dan Berggren
Institutional Consulting Analyst
tel: 515.327.4816
fax: 515.327.4801
daniel.r.berggren@citi.com
   Experience

  • Experience in the Financial Services Industry since 1998
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • BS - Marketing
Jason Topp
Institutional Consulting Analyst
tel: 515.327.4818
fax: 515.327.4801
jason.d.topp@citi.com
   Experience

  • BA - Management
    with Emphasis in Finance
    Buena Vista
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
Michelle Baedke
Registered Associate
tel: 515.327.4805
fax: 515.327.4801
michelle.l.baedke@citi.com
   Experience

  • Financial Services Industry since 1994
  • Series 7 - General Securities Representative
  • Series 24 - General Securities Principal
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
Ashley Peter
Client Service Associate
tel: 515.327.4823
fax: 515.327.4801
ashley.peter@citi.com
   Experience

  • Experience in Financial Services Industry Since 2005
  • Associate of Science - Business Administration (DMACC)
Tracy Sabus
Client Service Assistant
tel: 515.327.4825
fax: 515.327.4801
tracy.h.sabus@citi.com
   Experience

  • Experience in the Retirement Benefits and Human Resources Industry since 1989
  • BBA - Management
 
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