1. Jason Levy Intern, Smith Barney, Citigroup Global Markets, Inc.

2. Jason Levy, Intern, Smith Barney Citigroup Background Internship supervisor: Mark Rubin, Senior Vice President – Investment Senior Portfolio Manager Fund Manager and Financial Advisor to about 200 clients with over $30 MM in assets

3. Jason Levy, Intern, Smith Barney Citigroup Primary Functions Analytical Research – Equity Analytical Research – Sector Client Services Administrative Assistance

4. Jason Levy, Intern, Smith Barney Citigroup Analytical Research – Equity Equity Research –Analysis coverage on portfolio holdings; possible additions and sells Research with a fundamental analysis focus with a technical analysis supplement Use of Analysis Tools including Bloomberg

5. Jason Levy, Intern, Smith Barney Citigroup Analytical Research – Sector S&P 500 Sector Research –Observing, tracking, extrapolating relative strength and momentum –Selection of mutual funds Use of Analysis Tools including Bloomberg

6. Jason Levy, Intern, Smith Barney Citigroup Client Services Bond Portfolio Allocation Analytical Research Class Action Claims Portfolio Summaries Date of Death Summary Etc.

7. Jason Levy, Intern, Smith Barney Citigroup Contact Information Please contact me with any question or comments: JDL44@cornell.edu Thank you