Citigroup Asset Management

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Citigroup Asset Management Employees

Employee
Years
Job
Industry
Daryl Hoffman Daryl Hoffman Vancouver, Canada Area Details
Daryl Hoffman's Citigroup Asset Management Experience September 2004 - March 2006
Job Realtor at RE/MAX Crest Realty
Industry Real Estate
Experience
RE/MAX Crest Realty  August 2008 - Present
Close Asset Management   August 2006 - June 2008
Goldman Sachs Asset Management  April 2006 - July 2006
Citigroup Asset Management   September 2004 - March 2006
Senior Specialist   April 2002 - September 2004

Skills
Real Estate, Sellers, First Time Home Buyers, Investment Properties, Relocation, Buyer Representation, Condos, Residential Homes, Single Family Homes, Listings, New Home Sales, Investors, Referrals, Real Estate Transactions, Townhomes, Selling, Move Up Buyers, Real Estate Development, New Homes, Home Staging, Income Properties, Negotiation, Apartments, Foreclosures, Real Property, Property, Buyers, Waterfront, Relocation Buyers, Seller Representation, Listing Homes, First Time Home Sellers, Buyer's Agent, Real Estate Economics, Real Estate Negotiating, Resale Homes, Resales, Agents, First Time Sellers, Real Estate Investor, Assisting First Time..., Existing Home Sales

Education
UBC   1995 — 1997
Bachelor of Commerce, Urban Land Economics

Capilano University   1993 — 1995
Bachelor's Degree, Commerce Academic Studies Diploma

Joe Benevento Joe Benevento Colts Neck, New Jersey Details
Joe Benevento's Citigroup Asset Management Experience December 1989 - February 2002
Job Managing Director at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset and Wealth Management  September 2014 - Present
Deutsche Asset Wealth Management   February 2002 - Present
Citigroup Asset Management   December 1989 - February 2002

Skills
Portfolio Management, Alternative Investments, Fixed Income, Asset Management, Equities, Hedge Funds, Investment Management, Equity Research, Bonds, Financial Markets, Asset Allocation, Investment Strategies, Investments

Education
Baruch College
BBA, Finance / Accounting

Rosemarie Gallo-Kotula Rosemarie Gallo-Kotula Greater New York City Area Details
Rosemarie Gallo-Kotula's Citigroup Asset Management Experience 1998 - 2005
Job Client Service at Western Asset Management
Industry Financial Services
Experience
Western Asset Management  January 2006 - Present
Citigroup Asset Management   1998 - 2005
Bankers Trust  1996 - 1997
Bankers Trust  1996 - 1997
Merrill Lynch  1988 - 1996
Consumers Distributing Inc.   1984 - 1988

Skills
Fixed Income, Asset Management, Equities, Bloomberg, Bonds, CFA Level III Candidate, Mutual Funds, Derivatives, Alternative Investments, Hedge Funds, Securities, Investments

Education
Kean University   1985 — 1988
BS, Accounting

Middlesex County College   1983 — 1985
Transfer, Accounting

East Brunswick High School   1980 — 1983

Chan-Ree Kim Chan-Ree Kim Greater New York City Area Details
Chan-Ree Kim's Citigroup Asset Management Experience January 1999 - October 2001
Job Manager at The Blackstone Group
Industry Investment Management
Experience
Itau USA Asset Management   July 2013 - October 2014
Partners Group USA Inc   March 2011 - July 2013
Deutsche Asset Management  August 2007 - April 2011
MORGAN STANLEY INVESTMENT MANAGEMENT, INC   July 2006 - July 2007
TD WATERHOUSE INSTITUTIONAL   May 2005 - June 2006
AIG Global Investment Group  March 2003 - May 2005
U.S. TRUST   October 2001 - December 2002
CITIGROUP ASSET MANAGEMENT   January 1999 - October 2001
DKB SECURITIES USA CORP   January 1997 - January 1999

Skills
Investments, Hedge Funds, Fixed Income, Series 7, Equities, Series 63, Series 24, Asset Management, Mutual Funds, Portfolio Management, Investment Management, Private Equity

Education
Illinois Institute of Technology
M.S, Architecture

University of San Francisco
B.A, Political Science; International Relations

Elena Coppola Elena Coppola Greater New York City Area Details
Elena Coppola's Citigroup Asset Management Experience 2000 - 2005
Job US HR Business Manager, Bank of Ireland
Industry Human Resources
Experience
Morgan Stanley Smith Barney  October 2011 - August 2014
Citigroup Asset Management   2000 - 2005
International Paper  1999 - 2000
Bristol-Myers Squibb  1998 - 1999

Skills
Employee Relations, Performance Management, Restructuring, Deferred Compensation, Training, Recruiting, Human Resources, Personnel Management, Leadership

Education
Brandeis University   1994 — 1996
MA, Sociology

Boston College   1990 — 1994
BA, Sociology

Carlos Gomez-Lopez, CFA Carlos Gomez-Lopez, CFA Greater New York City Area Details
Carlos Gomez-Lopez, CFA's Citigroup Asset Management Experience January 1999 - December 2005
Job Head of LatAm Financial Institutions at HSBC Securities
Industry Financial Services
Experience
HSBC Securities  May 2013 - Present
Esemplia Emerging Markets   December 2005 - March 2013
Citigroup Asset Management   January 1999 - December 2005
Credit Suisse First Boston  July 1997 - November 1999
PARIBAS  September 1993 - July 1997

Skills
Equities, Capital Markets, Valuation, Financial Modeling, Fixed Income, Emerging Markets, Equity Research, Hedge Funds, Asset Managment, Bloomberg, Investments, Portfolio Management, Private Equity, Financial Analysis, Investment Banking, Investment Management, Series 7, M, IPO, DCF, Business Valuation, Economics

Education
Brandeis University, Lemberg - International Business School   1991 — 1993
Master's degree, International Economics and Finance

Universidad Autónoma de Madrid   1991 — 1993
PhD - ABD, Economics

Universidad Autónoma de Madrid   1986 — 1991
Licenciado, Economics

John Damian John Damian Greater New York City Area Details
John Damian's Citigroup Asset Management Experience 1999 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
OppenheimerFunds  2001 - 2013
Citigroup Asset Management   1999 - 2001
Pzena Investment Management  1997 - 1999
Booz Allen Hamilton  1995 - 1997
Arthur Andersen & Co.   1990 - 1993

Skills
Mutual Funds, Equities, Portfolio Management, Bloomberg, Alternative Investments, Financial Services, Investments, Fixed Income, Risk Management, Equity Research, Asset Allocation, Series 7, Hedge Funds, Asset Management

Education
University of Pennsylvania - The Wharton School   1993 — 1995
Master of Business Administration (MBA), Finance, General

Bentley University   1986 — 1990
Bachelor of Science (BS), Accounting

AJ Quigley AJ Quigley Greater Boston Area Details
AJ Quigley's Citigroup Asset Management Experience June 2000 - June 2001
Job Director, Portfolio Advisory Group at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management  April 2011 - Present
Putnam Investments  September 2001 - April 2011
Citigroup Asset Management   June 2000 - June 2001

Education
Bentley University   1996 — 2000
Bachelor of Science, Finance

Edward Proulx Edward Proulx Greenville, South Carolina Area Details
Edward Proulx's Citigroup Asset Management Experience March 2003 - December 2003
Job Director of Client Services at American Pensions, Inc.
Industry Financial Services
Experience
American Pensions, Inc.   April 2012 - Present
American Pensions, Inc.   June 2005 - March 2012
CitiGroup Asset Management   March 2003 - December 2003
Invesmart  1998 - 2002
The Harbor Financial Group   1996 - 1998
Roberts Planning Group   1992 - 1996

Skills
Retirement Plan..., Relationship Management, Retirement Planning, Pensions, Investments, Fiduciary, 401k, Retirement, ERISA, Investment Advisory, Defined Benefit, Defined Contribution, IRAs, Financial Advisory, Asset Allocation, Mutual Funds, Profit Sharing, Financial Services

Education
Meadville Lombard Theological School   2009 — 2017
Master of Leadership Studies, Organizational Leadership

Saint Anselm College   1984 — 1988
Bachelor of Arts, Modern Languages & Literature

Manchester West   1980 — 1984
Diploma

Janice Kwallek Janice Kwallek Greater Minneapolis-St. Paul Area Details
Janice Kwallek's Citigroup Asset Management Experience July 1999 - March 2005
Job Office Management, Supervisor, Executive Assistant, and Event Planner
Industry Higher Education
Experience
Metropolitan State University  January 2014 - Present
Minnesota State Colleges and Universities  April 2007 - January 2014
A.G. Edwards & Sons, Inc.   December 2005 - March 2007
Citigroup Asset Management   July 1999 - March 2005
Hewitt Associates LLC  July 1997 - June 1999
REGENT INVESTOR SERVICES   June 1996 - July 1997

Skills
Time Management, Problem Solving, Reliability, Community Minded, Cost Reduction..., Event Planning, Outlook, Management, Employee Benefits, Research, Budgets, Microsoft Word, Supervisory Skills, Microsoft Excel, Administrative..., Recruiting, Microsoft Office, Teamwork, Accounts Payable, Spreadsheets, PowerPoint, Customer Service, Confidentiality, Calendaring, Leadership Development, Nonprofits, Office Management, Data Analysis, Training, Microsoft Visio, Community Outreach, Fundraising, Event Management, Higher Education, Staff Development, Team Building, Meeting Planning, Resume Writing, Calendars, Executive Support, SharePoint, Process Improvement, Access, Policy, Organizational..., Employee Relations, Project Management, Performance Management, Administrative...

Education
Albertus Magnus College   2002 — 2004
Bachelor of Applied Science (BASc), Business Administration and Management, General

Berkeley College-New York   1994 — 1996
Associate of Arts and Sciences (A.A.S.), Office Management and Supervision

Dakota County Technical College
Associate of Applied Science, Meeting & Event Management

Ty McDaniel, CIMA ® Ty McDaniel, CIMA ® Greater New York City Area Details
Ty McDaniel, CIMA ®'s Citigroup Asset Management Experience July 2001 - December 2005
Job Financial Services Sales Executive
Industry Financial Services
Experience
Adhesion Wealth Advisor Solutions  2013 - May 2015
Legg Mason  2008 - 2012
Legg Mason  December 2005 - July 2008
Citigroup Asset Management   July 2001 - December 2005
Smith Barney Asset Management  February 1998 - July 2001
Banc One  November 1994 - February 1998
CIC Enterprises, Inc   April 1992 - November 1994
Founder, Worthington Business Brokers   April 1988 - May 1992
E.F. Hutton   June 1985 - April 1988

Skills
Mutual Funds, Separately Managed..., Separate Accounts, Alternative Investments, Hedge Funds, Account Management, National Accounts, Investment Management, Fixed Income, Equities, Business Relationship..., Relationship Management, Long-term Customer..., Lasting Relationships, Change Management, Affiliate Relations, Cross-functional Team..., Team Leadership, Team, Team-oriented, Multifunctional, Strategic Leadership, Leadership, Competitive, Competitive Strategies, Competitive Landscape, Collaborative Leadership, Collaboration, Sales Management

Education
Indiana University Bloomington   1981 — 1985
B.S., Finance

Gregory Parcella Gregory Parcella Greater New York City Area Details
Gregory Parcella's Citigroup Asset Management Experience 2000 - 2004
Job Director of Marketing & Client Relations at Roubaix Capital, LLC
Industry Financial Services
Experience
Roubaix Capital, LLC   July 2015 - Present
Long Short Advisors, LLC   2012 - January 2015
Kacela Capital, LLC   2010 - 2012
Freestyle Fund   2006 - 2008
Ingleside Investors   2005 - 2006
Citigroup Asset Management   2000 - 2004

Education
Carnegie Mellon University   1996 — 2000
BS, Finance & Economics

Olga Bruce, MBA Olga Bruce, MBA Greenwich, Connecticut Details
Olga Bruce, MBA's Citigroup Asset Management Experience January 1999 - May 2005
Job Investor Relations
Industry Oil & Energy
Experience
Starwood Energy Group   May 2005 - Present
Citigroup Asset Management   January 1999 - May 2005

Skills
Investor Relations, Investments, Due Diligence, Private Equity, Asset Management, Corporate Finance, Annual Meetings, Finance, Real Estate, Management, Accounting, Financial Reporting, Strategic Planning, Marketing Event Planning, Financial Analysis, Capital Markets, Equities, Strategy

Education
Colorado State University   2011 — 2013
MBA, Business Administration and Management, General

Albertus Magnus College   2002 — 2002
Business Management, Business Administration and Management, General

Erin King Erin King Chicago, Illinois Details
Erin King's Citigroup Asset Management Experience June 2002 - August 2004
Job Managing Director, Legal & Compliance Operations Officer, CoHead of Institutional Compliance for Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Partners  May 2014 - Present
Transamerica  June 2013 - April 2014
Guggenheim Partners  September 2007 - June 2013
Western Asset Management  August 2004 - August 2007
Citigroup Asset Management   June 2002 - August 2004
FINRA  October 1999 - May 2002

Skills
Securities, SEC, Investments, Investment Advisory, Series 63, Compliance, Risk Management, Portfolio Management, Investment Advisers Act, Financial Risk, Financial Advisory, Management, Anti Money Laundering, Financial Services, Asset Allocation, Investment Management

Education
New York Law School   1999 — 2001
Doctor of Law (JD), Law

Florida State University
Bachelor of Science (B.S.), Sociology

Amanda Katta Amanda Katta Greater New York City Area Details
Amanda Katta's Citigroup Asset Management Experience January 2002 - May 2002
Job Director at Fitch Solutions
Industry Financial Services
Experience
Fitch Solutions  March 2011 - Present
AllianceBernstein L.P., Institutional Investments   March 2009 - April 2011
AllianceBernstein L.P., Institutional Investments   June 2005 - March 2009
Growth Equities 11   January 2003 - June 2005
Citigroup Asset Management   January 2002 - May 2002

Skills
Client Service, Due Diligence, Product Management, Risk, Fixed Income, Equities, Asset Managment, Financial Markets, Series 7, Credit Rating, Requirements Gathering, Product Development, Product Launch, Product Marketing, Website Development, Agile Methodologies, Financial Services, Risk Management, Asset Management

Education
Binghamton University - School of Management   1999 — 2003
BS, Finance & Marketing

Binghamton University - School of Management   1999 — 2003
Bachelors of Science, Management; Finance and Marketing

Boston University   2002 — 2002
BS, Management - Finance & Marketing

James Ritchie James Ritchie Tampa/St. Petersburg, Florida Area Details
James Ritchie's Citigroup Asset Management Experience 2004 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Hartford Funds  October 2014 - Present
ProFund Advisors LLC  July 2014 - October 2014
Legg Mason  2005 - 2014
Citigroup Asset Management   2004 - 2005
Citigroup Asset Management   1999 - 2004
Goldman Sachs/United Staffing   1998 - 1999
J. Walter Thompson  1997 - 1998
Lido Beach Golf Course   1997 - 1997

Skills
Strong Public Speaker, Series 7 and 66..., Investments, Domestic Equities, International Equities, U.S. and Non-U.S. Bonds, Alternative Investments, SMA's, Open-Ended Mutual Funds, Closed End Funds, Asset Allocation, Asset Management, Closed-end Funds, Equities, Financial Services, Mutual Funds

Education
Fordham University   1994 — 1997
Bachelor of Science (BS), History

Daniel K. Oh Daniel K. Oh New York, New York Details
Daniel K. Oh's Citigroup Asset Management Experience October 2000 - September 2002
Job Vice President, Americas, CGRI at BlackRock
Industry Investment Management
Experience
BlackRock  March 2014 - Present
State Street Global Advisors (SSgA)   July 2013 - March 2014
ISS Institutional Shareholder Services - Corporate Services, An MSCI Brand   November 2008 - June 2013
ISS Institutional Shareholder Services  February 2005 - October 2008
Bear Stearns  October 2002 - January 2005
Citigroup Asset Management   October 2000 - September 2002

Skills
Corporate Governance, Equity Research, Investor Relations, Valuation, Accounting, International..., Financial Statement..., Proxy Voting, Emerging Markets, Equities, Investments, Socially Responsible..., Economics, Portfolio Management, Business Strategy, Mergers & Acquisitions, Asset Management

Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)   1997 — 1999
M.A., International Economics and Relations

American University   1995 — 1997
B.A., International Relations

Massachusetts Institute of Technology   1993 — 1995
B.A., Economics

Justin Bolstad, M.S., CSM Justin Bolstad, M.S., CSM Portland, Oregon Details
Justin Bolstad, M.S., CSM's Citigroup Asset Management Experience January 2004 - January 2005
Job Business analysis, project management, marketing strategy
Industry Information Technology and Services
Experience
Conservation Services Group  February 2012 - February 2013
Xerox  March 2009 - June 2009
GE Infrastructure  February 2007 - February 2008
Scholastic, Inc. (NY,NY)   January 2005 - July 2006
Citigroup Asset Management   January 2004 - January 2005
PLUM Agency  April 2002 - January 2004

Skills
Certified Scrum Master..., Agile Methodologies, Quality Assurance, Agile Project Management, Testing, Budgets, Management, Sourcing, ERP, Lean Manufacturing, Leadership, Contract Management, SharePoint Designer, UML, Agile Testing, Email Marketing, Workflow Design, Business Process, Microsoft Products, Agile Modeling, Lean Software..., Adobe, Agile & Waterfall..., Research, Qualitative Research, Quantitative Research, Digital Designs, Program Implementation, Software Design, Getting The Job Done, Microsoft Technologies, Adobe Products, Developing Proprietary..., Budgeting, BPML, Lean Operations, Workflow Diagrams, Agile Web Development, Handle Multiple..., Goal-oriented..., Strategy, SharePoint, Software Documentation, Project Management, Analysis, Training, Proposal Writing, Integration, Visio, SDLC

Education
Pratt Institute   1999 — 2002
Master of Science (MS), Communication Design

Hamilton College   1995 — 1999
Bachelor of Arts (BA), Fine Art

School for International Training   1998 — 1998
Language, Culture, Painting

Jesuit   1991 — 1995

Ricky Chann Ricky Chann Greater New York City Area Details
Ricky Chann's Citigroup Asset Management Experience July 1999 - December 2005
Job Sr. Trader at Legg Mason Global Asset Allocation
Industry Investment Management
Experience
Legg Mason Global Asset Allocation   June 2012 - Present
Legg Mason Global Asset Allocation   December 2005 - June 2012
Citigroup Asset Management   July 1999 - December 2005
Bridge Information Systems  August 1997 - July 1999

Skills
Series 7, Equities, Futures Trading, Mutual Funds, Bloomberg, Asset Management, Asset Allocation, ETFs, Securities, Portfolio Management, Fund Of Funds, Derivatives, Fixed Income

Education
East Carolina University - College of Business   1989 — 1993
Bachelor of Science (BS), Finance

Leonard Larrabee Leonard Larrabee Stamford, Connecticut Details
Leonard Larrabee's Citigroup Asset Management Experience April 1998 - November 2005
Job Managing Director and Associate General Counsel at Legg Mason
Industry Investment Management
Experience
Legg Mason  December 2005 - Present
Citigroup Asset Management   April 1998 - November 2005
The Dreyfus Company   January 1989 - March 1998

Skills
Investment Advisory, Investment Management, 529 Plans, CEA, ERISA, Hedge Funds, Mutual Funds, Institutional..., Asset Management, Wealth Management, Fund Of Funds, Private Equity, College Savings Plans, ISDA, Private Investment

Education
Fordham Law School   1983 — 1986
J.D.

Dartmouth College   1979 — 1983
A.B.

Stephen Courtney Stephen Courtney Greater New York City Area Details
Stephen Courtney's Citigroup Asset Management Experience 2000 - 2005
Job Managing Director, Portfolio Manager at Quantitative Management Associates LLC
Industry Financial Services
Experience
Quantitative Management Associates LLC  September 2013 - Present
ClearBridge Investments  2009 - 2012
ClearBridge Investments  2005 - 2009
Citigroup Asset Management   2000 - 2005
Citigroup Asset Management   1993 - 2000

Skills
Investments, Equities, Mutual Funds, Investment Strategies, Trading, Valuation, Finance, Strategy, Alternative Investments, Financial Analysis, Business Strategy, Financial Services, New Business Development, Asset Allocation, Retirement Planning, Microsoft Excel, Series 7, Portfolio Management

Education
Boston College   1984 — 1987
Bachelor of Arts (B.A.), Political Science

Boston College

Edward Olanow Edward Olanow New York, New York Details
Edward Olanow's Citigroup Asset Management Experience May 1998 - April 2000
Job Vice President at Weiss MultiStrategy Advisers
Industry Investment Management
Experience
Weiss Multi-Strategy Advisers   August 2005 - Present
Anchor Point Asset Management   April 2003 - June 2005
Norquest Capital   January 2001 - October 2002
JLF Asset Management   April 2000 - October 2000
Citigroup Asset Management   May 1998 - April 2000
Citibank Global Asset Management  October 1996 - May 1998

Skills
Alternative Investments, Bloomberg, Equities, Hedge Funds, Asset Management, Equity Research, Financial Modeling, Private Equity, Derivatives, Portfolio Management, Fixed Income, Valuation, Capital Markets, Investments, Equity Valuation, Emerging Markets

Education
Emory University   1990 — 1993
Bachelor of Arts (B.A.), Economics

Richard Roelofs Richard Roelofs Brooklyn, New York Details
Richard Roelofs's Citigroup Asset Management Experience January 2001 - March 2002
Job Retired Attorney
Industry Law Practice
Experience
StepStone Group LLC   November 2011 - April 2015
The Law Offices of Stephen A. Somerstein   January 2009 - January 2010
Citigroup Alternative Investments  March 2002 - January 2009
Citigroup  1985 - 2009
Citigroup Asset Management   January 2001 - March 2002

Skills
Private Equity, Hedge Funds, Alternative Investments, Asset Management, Securities, Fixed Income, Capital Markets, Due Diligence, Equities, Mutual Funds, Investment Banking

Education
New York University School of Law   1979 — 1982
LLM, Taxation

Harvard Law School   1975 — 1978
JD

Duke University   1971 — 1975
BA, Economics

Ted Ayvas Ted Ayvas Greater New York City Area Details
Ted Ayvas's Citigroup Asset Management Experience July 2004 - December 2005
Job Vice President, Director Investor Relations at Astoria Financial Corporation
Industry Public Relations and Communications
Experience
Astoria Financial Corporation   May 2013 - Present
Aceto Corporation  June 2012 - May 2013
Aceto Corporation  July 2006 - June 2012
Citigroup Asset Management   July 2004 - December 2005
HSBC Bank USA  August 2000 - February 2004
The Financial Relations Board  September 1999 - March 2000
Roosevelt Savings Bank  January 1993 - March 1999

Skills
Investor Relations, Crisis communications, Corporate communications, Corporate Communications, Investor targeting, Website design and..., Regulation FD compliance, Board presentations, Strategic Communications, Press releases, Financial Modeling, Crisis Management, Internal Communications, Marketing Communications, Non deal roadshows, Investment conferences, Press Releases, Positioning, Public Relations, Messaging, Conference calls, Conference call scripts, Detailed Q&A's, Vendor Negotiations, Investor Days, Peer company..., Proxy solicitation, Annual meeting, Stockwatch, Shareholder relations, Corporate profiles, Fact sheets, Primary NASDAQ contact, Primary..., Initial Public..., Project Management, Media Relations, PowerPoint presentations, Shareholder, Compliance, Crisis Communications, Negotiation, Strategic messaging, Regulations, Financial Markets

Education
Fordham University - Graduate School of Business Administration
MBA, Finance

New York University - Leonard N. Stern School of Business
BS, Finance

Stuyvesant High School

Remo Di Re Remo Di Re Greater New York City Area Details
Remo Di Re's Citigroup Asset Management Experience September 1994 - February 2005
Job VicePresident, Senior Municipal Credit Strategist at RBC Wealth Management
Industry Capital Markets
Experience
RBC Capital Markets  March 2004 - Present
RBC Wealth Management  March 2004 - Present
RBC Wealth Management  2004 - Present
Citigroup Asset Management   September 1994 - February 2005

Skills
Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Credit, Equities, Fixed Income, Municipalities, Portfolio Management, Securities, Series 7, Derivatives, Hedge Funds, Investment Banking

Education
Fairleigh Dickinson University   1999 — 2002

Mary Smoot Mary Smoot Greater New York City Area Details
Mary Smoot's Citigroup Asset Management Experience February 1996 - March 2005
Job Controller at Quantifi, Inc.
Industry Accounting
Experience
Quantifi, Inc.   April 2012 - Present
Sky Blue Soccer  2009 - Present
National Hemophilia Foundation  2013 - 2015
Maffei, Massiello CPA   September 2008 - December 2010
Thomson Scientific  January 2006 - June 2006
Citigroup Asset Management   February 1996 - March 2005
various Bank Holding Companies   1995 - 2003
Greenwich Financial   March 1986 - March 1994
KPMG  1981 - 1986

Skills
Accounting, Finance, Financial Analysis, Financial Accounting, Forecasting, Auditing, Management, Budgets, Account Reconciliation, Accounts Receivable, Mergers & Acquisitions, Financial Statements, Financial Audits, Accounts Payable, Analysis, Strategic Planning, Fixed Assets, Human Resources

Education
Bucknell University   1977 — 1981
BSBA, accounting

David Corris, CFA David Corris, CFA Greater Chicago Area Details
David Corris, CFA's Citigroup Asset Management Experience 2003 - 2005
Job Director, Portfolio Manager at BMO Asset Management
Industry Financial Services
Experience
BMO Asset Management   2008 - Present
Northern Trust Global Investments  2005 - 2008
Citigroup Asset Management   2003 - 2005
The Boston Consulting Group  1997 - 1999

Skills
Portfolio Management, Equities, Analysis, Asset Management, Management, Strategy, Investments, Team Management, Financial Modeling, Asset Allocation, Hedge Funds, Investment Strategies, Alternative Investments, Financial Analysis, Valuation

Education
Harvard Business School   2001 — 2003
MBA

University of Wisconsin-Madison   1993 — 1997
BS, Math, Quantitative Economics

Harry Chopra Harry Chopra Greater New York City Area Details
Harry Chopra's Citigroup Asset Management Experience January 2004 - December 2005
Job
Industry Financial Services
Experience
McGraw-Hill  May 2011 - March 2015
Standard & Poor's   February 2006 - April 2011
Citigroup Asset Management   January 2004 - December 2005
Citigroup Asset Management   May 2002 - December 2004
CheckFree  January 2000 - March 2002
NCR  1996 - 2000
AT&T  May 1985 - December 1995

Skills
Management, Business Planning, Sales Operations, Sales Management, Financial Services, Fixed Income, Marketing, Sales, Equities, Strategy, Business Development, Competitive Analysis, Investment Strategies, Finance, Investments, Financial Markets, Financial Modeling, Investment Banking, Portfolio Management, Financial Analysis, Hedge Funds, Analytics, Salesforce.com, Derivatives, Capital IQ, Valuation, Capital Markets, Business Strategy, Vendor Management, Risk Management, New Business Development, Asset Management, Leadership, Strategic Planning, Enterprise Software

Education
Columbia University - Columbia Business School   2007 — 2007
Executive Program, Managing Complex Organizations

National University of Singapore   1998 — 1998
Executive Education, Operationalizing Decisions

University of Michigan - Stephen M. Ross School of Business   1983 — 1985
MBA, Marketing, Information Systems

Delhi University   1980 — 1983
B.A. Honors, Major in Mathematics, Minor in Economics

St. Columba's High School

Andrea Feirstein Andrea Feirstein Greater New York City Area Details
Andrea Feirstein's Citigroup Asset Management Experience September 1999 - February 2002
Job Founder, AKF Consulting Group
Industry Financial Services
Experience
AKF Consulting Group   March 2002 - Present
Citigroup Asset Management   September 1999 - February 2002
Citigroup Public Finance   April 1987 - September 1999

Education
University of Virginia School of Law   1981 — 1984
JD

Georgetown University   1975 — 1979
BSFS, International Finance

Abe Chernin Abe Chernin Chicago, Illinois Details
Abe Chernin's Citigroup Asset Management Experience April 2002 - May 2004
Job Principal at Cornerstone Research
Industry Research
Experience
Cornerstone Research  September 2006 - Present
Citigroup Asset Management   April 2002 - May 2004
Federal Reserve Bank of New York  September 2000 - March 2002

Skills
Valuation, Economics, Securities, Real Estate, Financial Institutions

Education
Columbia University - Columbia Business School   2004 — 2006
MBA

Brown University   2000 — 2000
Sc. B, Applied Math - Economics

Bobbie Turner Bobbie Turner Greater Denver Area Details
Bobbie Turner's Citigroup Asset Management Experience 1999 - 2001
Job Experienced Freelance Writing for the Asset Management Industry
Industry Writing and Editing
Experience
Bobbie Turner Consulting   July 2001 - Present
Bear Stearns Asset Management  2001 - 2008
Alliance Capital Management  2002 - 2003
Citigroup Asset Management   1999 - 2001
The Chase Manhattan Bank  January 1997 - December 1998

Skills
Investments, Writing, Financial Services, Investment Management, Hedge Funds, Fixed Income, Marketing, Financial Markets, Alternative Investments, Editing, Finance, Investor Relations, Mutual Funds, Capital Markets, FINRA, Strategy, Marketing Strategy

Education
New York University - Leonard N. Stern School of Business   2003 — 2006
MBA, Finance, Marketing

Bucknell University   1984 — 1988
BA, Economics

Malisa Vincenti Malisa Vincenti Houston, Texas Area Details
Malisa Vincenti's Citigroup Asset Management Experience August 2001 - July 2003
Job Marketing Professional and Salesforce.com Administrator
Industry Marketing and Advertising
Experience
Behavioral Recognition Systems, Inc. (BRS Labs)   November 2014 - May 2015
McCann Global Investigations   December 2010 - November 2014
RC Search   July 2011 - January 2012
Dowley Security Systems   July 2006 - December 2010
Clements, O'Neill, Pierce, Wilson & Fulkerson   September 2003 - October 2004
Citigroup Asset Management   August 2001 - July 2003
Clements, O'Neill   1998 - 2001

Skills
Email Marketing, CRM, Direct Marketing, Salesforce.com, Marketing, Social Media Marketing, Marketing Strategy, Start-ups, Marketing Communications, Online Advertising, SEO, Strategy, Integrated Marketing, Lead Generation, Advertising, New Business Development, Social Media, Management, Public Relations, Strategic Planning, Digital Marketing, Recruiting, Technical Recruiting, Sales, Project Management, Internet Recruiting, Brand Management, Program Management, Training, Team Leadership, Blogging, Web Design, Press Releases, Event Planning, PPC, Account Management, Facebook, Internal Communications, Social Networking, Sales Operations, Budgets, Market Research, B2B, Product Marketing, Business Development, Brand Awareness, Online Marketing, Strategic Partnerships, Trade Shows, Leadership

Education
University of Phoenix   2003 — 2006
BS, Marketing

Houston Community College   1999 — 2001
Associate, liberal arts

Bill Scullion Bill Scullion Greater New York City Area Details
Bill Scullion's Citigroup Asset Management Experience 2000 - 2003
Job Founder of Tokyo Greenwich Partners USA, LLC
Industry Financial Services
Experience
Tokyo Greenwich Partners USA, LLC   2009 - Present
Citibank Japan  2007 - 2007
Citifinancial Japan   2003 - 2006
Citigroup Asset Management   2000 - 2003
Citibank Japan  1997 - 2000
Citicorp Investment Services  1995 - 1997
Citibank, N.A.   1974 - 1994

Education
New York University - Leonard N. Stern School of Business   1972 — 1974
MBA, Finance/International Business

Baldwin Wallace University
BS, Mathematics

Katherine Chen, CFA Katherine Chen, CFA San Francisco Bay Area Details
Katherine Chen, CFA's Citigroup Asset Management Experience 1998 - 2000
Job Founder at Hummings
Industry Internet
Experience
Hummings   May 2015 - Present
Softcard (acquired by Google)   2012 - March 2015
American Express  2008 - 2011
American Express  2006 - 2008
American Express  2004 - 2006
Citigroup Inc.  2002 - 2004
Citigroup  2000 - 2002
Citigroup Asset Management   1998 - 2000
PricewaterhouseCoopers  October 1996 - September 1998

Education
University of Pennsylvania - The Wharton School   2008 — 2010
MBA

Cornell University   1992 — 1995
BS, Biology

General Assembly

Chris Scott-Hansen Chris Scott-Hansen New York, New York Details
Chris Scott-Hansen's Citigroup Asset Management Experience 2001 - 2005
Job Managing Director Morgan Stanley | Head of Retirement Solutions
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
Morgan Stanley  January 2015 - June 2015
Morgan Stanley  2008 - January 2015
Legg Mason Private Portfolio Group   2006 - 2008
ClearBridge Investments  2005 - 2006
Citigroup Asset Management   2001 - 2005
Smith Barney Asset Management  1999 - 2001
Smith Barney Asset Management  April 1997 - December 1999

Skills
Managed Accounts, Separately Managed..., Trading, Fund Of Funds, Unified Managed Accounts, Investment Advisory, Asset Managment, Trust Services, Trustee Investments, Portfolio Management, Portfolio Development, Overlay, Investment Strategies, Restructuring, Tax Overlay Portfolio..., Asset Management, Managing Accounts, Investments, Asset Allocation, Alternative Investments, Wealth Management, Series 7, Securities, Mutual Funds, Management, Equities, Financial Services

Education
Bryant University   1994 — 1998
Finance, Accounting, Economics, Statistics, Actuarial Math, Computer Information Systems

Irvington High School (NY)   1990 — 1994

New York University
Italian - Florence Italy

Sean Donohue, CAIA Sean Donohue, CAIA New York, New York Details
Sean Donohue, CAIA's Citigroup Asset Management Experience October 2003 - December 2005
Job Director of Marketing and IR at Kerrisdale Capital
Industry Investment Management
Experience
Kerrisdale Capital Management LLC  June 2011 - Present
Magister Ludi Capital Management   August 2009 - June 2011
DWS Investments  October 2007 - August 2009
DWS Investments  December 2006 - September 2007
DWS Investments  April 2006 - December 2006
Citigroup Asset Management   October 2003 - December 2005
Citigroup Asset Management   February 2002 - October 2003
Casey, Quirk & Associates   2000 - 2002

Skills
Investments, Hedge Funds, Alternative Investments, Strategy, Investment Banking, Mutual Funds, Equities, Portfolio Management, Mergers, Risk Management, Product Management, Market Research, Due Diligence, Banking, Entrepreneurship, Investment Management, Asset Management, Capital Markets

Education
Hamilton College   1996 — 2000
BA, Mathematics, Economics

Sam Singh Sam Singh Greater New York City Area Details
Sam Singh's Citigroup Asset Management Experience July 1999 - November 2004
Job Vice President at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services  January 2015 - Present
Gemini Fund Services  September 2011 - December 2014
BNY Mellon  January 2007 - September 2011
UBS Global Asset Management  November 2004 - January 2007
Citigroup Asset Management   July 1999 - November 2004

Skills
Mutual Funds, Securities, Asset Management, Microsoft Excel, Investments, Hedge Funds, Equities, Financial Analysis, Outlook, Accounting, Customer Service, Microsoft Office, Bloomberg, Portfolio Management, Finance, Microsoft Word, Fixed Income, Access, Alternative Investments, PowerPoint, Fund Administration, Fund Accounting, Fund Of Funds, Investment Management, Financial Reporting, Derivatives, Bloomberg Terminal, Account Reconciliation, ETFs, Valuation, Options, Corporate Actions, Asset Allocation, Financial Services, Equity Derivatives, Swaps, Auditing

Education
City University of New York-Baruch College   1994 — 1999
Bachelor's Degree, Accounting

Jamal Choumane Jamal Choumane Greater New York City Area Details
Jamal Choumane's Citigroup Asset Management Experience March 2003 - September 2004
Job Partner & Chief Information Officer Investments at Mercer Investments
Industry Financial Services
Experience
Mercer Investments  October 2013 - Present
Citigroup  1994 - Present
Citi  January 2012 - August 2013
Citigroup - Global Transaction Services  August 2004 - December 2011
Citigroup Asset Management   March 2003 - September 2004
Citigroup Private Bank  July 2002 - November 2003
Salomon Smith Barney  November 1997 - July 2002
Smith Barney  June 1994 - November 1997
Credit Suisse  May 1987 - May 1994
NYNEX  April 1986 - May 1987

Skills
Investment management..., Strategic Technology..., Vendor Management, Fixed Income Technology, derivatives technology, technology outsourcing, IT Transformation, Investment Brokerage, Manage Client..., Strategic Planning, Global Management, Talent Management, Asset management, Integration, Financial Services, Program Management, Alternative Investments, Middle Office, IT Strategy, Outsourcing, Equities, Information Technology, Asset Managment, Hedge Funds, Fixed Income, Product Innovation, Back Office, Fund Accounting, E-commerce, Collateral Management, Investment Management, Strategy, Cross-functional Team..., Business Development, Trading Systems, ETFs, Wealth Management, Risk Management, Fund Of Funds, SDLC, Business Analysis, Market Data, Capital Markets, Data Modeling, Asset Management, Electronic Trading, Investments, Prime Brokerage, Derivatives, Investment Banking

Education
City University of New York-Hunter College   1983 — 1986
BA

Jennifer Eising Jennifer Eising West Palm Beach, Florida Area Details
Jennifer Eising's Citigroup Asset Management Experience December 2000 - December 2005
Job Experienced General Counsel
Industry Legal Services
Experience
Esemplia Emerging Markets   September 2010 - December 2013
Western Asset Management  January 2006 - August 2010
Citigroup Asset Management   December 2000 - December 2005
Clifford Chance  September 1998 - December 2000

Skills
1997Attorney at Law,..., 1999Solicitor..., Asset Management, Financial Services, Hedge Funds, Fixed Income, Equities, Investments, Securities, Alternative Investments, Investment Management, Private Equity

Education
Stetson University College of Law   1994 — 1997
J.D.

Florida International University   1990 — 1994
B.A., English, Political Science

Camille B. Meade Camille B. Meade Greater New York City Area Details
Camille B. Meade's Citigroup Asset Management Experience 2001 - 2005
Job Director Product Management at Legg Mason
Industry Financial Services
Experience
Legg Mason  December 2005 - Present
Citigroup Asset Management   2001 - 2005
SSB Citi Asset Management   1997 - 2001
Citibank, N.A.   1992 - 1997
Citibank, N.A.   1990 - 1992
Integrated Resources, Inc.   1982 - 1990
DeLorean Motor Company  1980 - 1982

Skills
Hedge Funds, Fixed Income, Finance, Fund Administration, Investment Management, Investment Advisory

Education
Adelphi University
MBA, Finance

Dowling College
BBA, Accounting

Kaprel Ozsolak Kaprel Ozsolak Greater New York City Area Details
Kaprel Ozsolak's Citigroup Asset Management Experience June 1996 - December 2005
Job Partner at Spectra Professional Services
Industry Financial Services
Experience
Spectra Professional Services   January 2012 - Present
Legg Mason  December 2005 - January 2012
ICI Accounting Treasurers Committee   2007 - 2012
Citigroup Asset Management   June 1996 - December 2005
Ernst & Young  1989 - 1996

Skills
Mutual Funds, Alternative Investments, Hedge Funds, Fund Of Funds, Private Equity, Investments, Asset Managment, Series 7, Asset Management, Wealth Management, Fixed Income, Investment Management, Equities, Securities

Education
Boğaziçi University   1984 — 1989
BA, Business Administration / Accounting and Finance

Scott E. Kalb Scott E. Kalb Greenwich, Connecticut Details
Scott E. Kalb's Citigroup Asset Management Experience 1995 - 1999
Job Executive Director at Sovereign Investor Institute
Industry Financial Services
Experience
Sovereign Investor Institute   January 2013 - Present
KLTI Advisors   October 2012 - Present
WE Forum Global Agenda Council on the Future of Investing   2010 - Present
Private Capital Research Institute   2010 - Present
Korea Investment Corporation (KIC)   April 2012 - June 2012
Korea Investment Corporation (KIC)   March 2009 - March 2012
Balyasny Asset Management  2006 - 2008
Black Arrow Capital Management, LLC   2002 - 2006
Tudor Capital Management   1999 - 2002
Citigroup Asset Management   1995 - 1999

Education
Harvard University   1982 — 1984
MA, Regional Studies - East Asia Economics

Oberlin College   1974 — 1978
BA, Double Major in English and Religion

Carlos A. Muñoz Carlos A. Muñoz Greater New York City Area Details
Carlos A. Muñoz's Citigroup Asset Management Experience April 2005 - December 2006
Job Vice President, Relationship Manager at Morgan Stanley
Industry Financial Services
Experience
Investec Asset Management  April 2011 - July 2011
Old Mutual (Bermuda) Ltd.   December 2006 - September 2010
Citigroup Asset Management   April 2005 - December 2006
Citigroup  April 2005 - December 2006
Consulting Group/TRAK   January 2005 - April 2005
Putney Student Travel  June 2003 - November 2004

Skills
Asset Management, Wealth Management, Business Strategy, Customer Relations, International Business, International Sales, International Business..., Business Relationship..., Product Management, Asset Managment, Business Development, Product Development, Relationship Management, Sales Management, Mutual Funds, Alternative Investments, Investments, Customer Service, Management, Series 7

Education
Iona College   2008 — 2010
Master Business Administration, Marketing & International Business

The University of Chicago   2008 — 2008
Executive Education, Strategic Marketing Management Certificate

University of Rhode Island   1999 — 2003
Bachelor of Arts, French Language & Literature International Business

Euromed Marseille - ESC Marseille   2002 — 2002
Economics and International Business

Arsen Serobian Arsen Serobian Greater New York City Area Details
Arsen Serobian's Citigroup Asset Management Experience August 1999 - July 2007
Job Database/Application Specialist at BMO Capital Markets
Industry Information Technology and Services
Experience
BMO Capital Markets  October 2010 - Present
DCM, Inc  February 2009 - October 2010
Asloyan Medical   July 2007 - February 2009
SetFocus  2008 - 2008
Citigroup Asset Management   August 1999 - July 2007
Bond Technologies  April 1998 - August 1999
DMR Trecom  December 1996 - April 1998

Skills
Microsoft SQL Server, Sybase, VBScript, SDLC, SSRS, Trading Systems, Business Intelligence, Unix Shell Scripting, SharePoint, Fixed Income, Oracle, Unix, Software Development, C#, SQL, XML, SOA, MS Project

Education
Moscow State Automobile and Road Technical Institute (State Technical University) (MADI)   1983 — 1988
BS, Mechanical Engineering

JANE DOROGOYER JANE DOROGOYER Greater New York City Area Details
JANE DOROGOYER's Citigroup Asset Management Experience 2000 - 2005
Job Email Designer at UBS
Industry Design
Experience
UBS  February 2015 - Present
etouches  February 2014 - January 2015
Saatchi & Saatchi  September 2013 - February 2014
ClearBridge Investments  2006 - August 2013
Legg Mason  2005 - 2006
Citigroup Asset Management   2000 - 2005

Skills
Graphic Design, Web Design, Brand Development, Advertising, Digital Marketing, Photoshop, Creative Direction, Editing, Market Research, Brochures, PowerPoint, HTML, Marketing, Project Management, Marketing Communications, Marketing Strategy, Financial Services, Portfolio Management, User Experience, Dreamweaver, WordPress, SEO, Illustrator, Newsletters, Information Architecture, Email Marketing, Content Management, Social Media Marketing, Video Production, Microsoft Office, Copywriting, Adobe Creative Suite, JavaScript, Adobe Acrobat, Social Media, Content Development, Integrated Marketing, Blogging, Digital Strategy, Digital Media, Web Development, New Media, E-commerce, Direct Marketing, Final Cut Pro, HTML emails, Template Building, Template Creation, Facebook, UI/UX

Education
Fashion Institute of Technology

New York Film Academy

Polytechnic Institute

Tel-Aviv University

Jack Weintraub, CISA Jack Weintraub, CISA Greater New York City Area Details
Jack Weintraub, CISA's Citigroup Asset Management Experience November 2001 - December 2005
Job Straddling the divide between Audit and IT. Strong Senior IT Audit Manager With Significant IT Experience
Industry Financial Services
Experience
GE Capital  September 2014 - Present
UBS Investment Bank  November 2008 - September 2014
UBS Investment Bank  March 2008 - November 2008
UBS Investment Bank  March 2006 - March 2008
Citigroup Asset Management   November 2001 - December 2005
Citigroup Asset Management   November 2001 - March 2004
GE Capital - Vendor Financial Services  May 1998 - May 2001
PHD - Professional Help Desk   October 1997 - May 1998
EIS International  May 1994 - October 1997

Skills
SDLC, Quality Assurance, Risk Management, Process Improvement, Testing, User Acceptance Testing, IT Audit, Test Automation, Information Technology, Agile Methodologies, System Testing, Security, Six Sigma, Scrum, Application Support..., IT Risk Management, ITIL Implementation, Test Planning, Sarbanes-Oxley Act, Project Management, Analysis, Change Management, Regression Testing, Requirements Analysis, Business Analysis, Internal Audit, Business Process..., Release Management, Team Management, Quality Management, Business Process, Enterprise Software, IT Management, Operational Risk..., PMP, Auditing, Management, ITIL, Team Leadership, Project Portfolio..., PMO, Business Requirements, Leadership, Software Project..., Risk Assessment, SOX, Software Testing, Quality Assurance..., IT Change Management, CISA

Education
Capella University   2002 — 2006
BS, Information Technology - Project Mgmt

City University of New York   1975 — 1977
AAS, Electromechanical Technology

Jenna Lee Jenna Lee New York, New York Details
Jenna Lee's Citigroup Asset Management Experience 2004 - 2006
Job Founder & CEO at AIM Inc.
Industry Venture Capital & Private Equity
Experience
The Boston Consulting Group  October 2013 - 2014
Lerer Ventures   June 2013 - August 2013
TIDE Institute   May 2011 - August 2013
TechStars  March 2013 - July 2013
The Boston Consulting Group  June 2012 - August 2012
Acadian Asset Management  March 2006 - February 2011
Citigroup Asset Management   2004 - 2006
Alternative Asset Investment Management  2003 - 2004

Skills
Bloomberg, Portfolio Management, Financial Modeling, Valuation, Equities, Emerging Markets, Capital Markets, Fixed Income, Private Equity, Investments, Financial Analysis, Equity Research, Derivatives, Hedge Funds, Quantitative Analytics, Start-ups, Venture Capital, Strategy, Entrepreneurship

Education
New York University - Leonard N. Stern School of Business   2010 — 2013
MBA, Finance, Entrepreneurship & Innovation

Harvard University   2008 — 2009
Special Studies in Economics, Graduate School of Arts and Science

The Cooper Union for the Advancement of Science and Art
Bachelor of Science (B.S.), Engineering

Brian MacDonald, CSM, CSPO Brian MacDonald, CSM, CSPO Greater New York City Area Details
Brian MacDonald, CSM, CSPO's Citigroup Asset Management Experience November 2002 - November 2004
Job Head of RealTime Development and Engineering at S&P Capital IQ
Industry Financial Services
Experience
Ventus Wireless  January 2012 - September 2013
Legg Mason Technology Services  April 2007 - January 2012
Legg Mason  December 2004 - April 2007
Citigroup Asset Management   November 2002 - November 2004
Citi  November 2000 - November 2002
General Electric Asset Management  October 1999 - November 2000
General Electric Asset Management  September 1998 - October 1999
Fidelity Brokerage Services  June 1996 - August 1998

Skills
Project Management, Agile Project Management, Program Management, Business Analysis, Strategic Planning, Trading Systems, Electronic Trading, FIX, Vendor Management, Equities, Integration, Market Data, Team Building, Financial Services, 4G, LTE, Wireless Networking, IT Infrastructure..., Agile Methodologies, Disaster Recovery, Strategy, Management, SaaS, Information Technology, Leadership, Trading, Business Requirements, IT Management, IT Strategy, PMP, Executive Management, IT Operations, Outsourcing, Software Project..., Networking, SDLC, Governance, Testing, Software Development, Data Warehousing, Portfolio Management, SharePoint, Analysis, Strategic Partnerships, Change Management, Network Architecture, Quality Assurance, Infrastructure, Oracle, Process Improvement

Education
Keene State College   1991 — 1994
BS, Business Administration

Tony Fiorino Tony Fiorino Greater New York City Area Details
Tony Fiorino's Citigroup Asset Management Experience 2001 - 2003
Job BrainStorm Cell Therapeutics
Industry Biotechnology
Experience
BrainStorm Cell Therapeutics   June 2014 - Present
Centro Primo Levi   2006 - Present
Greywall Asset Management   January 2013 - May 2014
Alchimia Partners, LLC   January 2008 - May 2014
Uricase Therapeutics   December 2010 - July 2011
EnzymeRx, LLC   March 2008 - November 2010
Stemline Therapeutics   2007 - 2010
Pequot Capital Management  2005 - 2008
Sands Point Partners   2003 - 2005
Citigroup Asset Management   2001 - 2003

Skills
Biotechnology, Financial Analysis, Due Diligence, Drug Development, Strategic Planning, Business Development, Partnering, Translational Research, Translational Medicine, Pharmaceuticals, Licensing, Biopharmaceuticals, Start-ups, Entrepreneurship, Lifesciences, Pharmaceutical Industry, Medical Devices, Financial Modeling, Strategy, Healthcare, IND, Mergers & Acquisitions, Venture Capital, Drug Discovery, Clinical Research, Clinical Trials, Technology Transfer, Medical Writing, Clinical Development, FDA, Pharmaceutics, Protocol, Vaccines, Regulatory Affairs, Life Sciences, Securities

Education
Albert Einstein College of Medicine of Yeshiva University   1989 — 1996
MD-PhD, Medicine and Molecular Pharmacology

Massachusetts Institute of Technology   1985 — 1989
BS, Life Sciences

Patricia Roberts Patricia Roberts Greater New York City Area Details
Patricia Roberts's Citigroup Asset Management Experience June 1997 - October 2002
Job Education Savings Advocate
Industry Financial Services
Experience
AllianceBernstein  September 2007 - Present
Merrill Lynch  October 2002 - September 2007
Citigroup Asset Management   June 1997 - October 2002
Travelers Group Inc. (predecessor to Citigroup Inc.)   November 1994 - June 1997
Smith Barney Inc.  June 1988 - October 1994

Skills
High-Level Relationship..., Product Management, Education Savings..., Advocacy, Public Speaking, Writing, Marketing Communications, Advertising, Negotiation, Corporate Law, Government Relations, Media Relations, Asset Management, Financial Services, Strategic Planning, Investment Advisers Act, Fundraising, Banking Law, FCPA, Political Contributions..., Section 16, Board Relations, M &A, Legal Compliance, Securities, Reiki, Mergers & Acquisitions

Education
Brooklyn Law School   1990 — 1994
Doctor of Law (J.D.)

Duquesne University
B.A., Philosophy and Political Science

NYU School of Professional Studies

John Spinosa John Spinosa Greater New York City Area Details
John Spinosa's Citigroup Asset Management Experience September 2003 - February 2007
Job Director at Citi
Industry Financial Services
Experience
Citi  April 2015 - Present
Citi  January 2014 - March 2015
Citi  March 2007 - December 2013
Citigroup Asset Management   September 2003 - February 2007

Skills
Wealth Management, Fixed Income, Equities, Business Analysis, Alternative Investments, Asset Management, Series 7, Portfolio Management, Investments, Risk Management, Mutual Funds, Asset Managment, Hedge Funds, Derivatives, Financial Services, Banking, Securities

Education
Hofstra University   1983 — 1987

Raquel Carrillo Raquel Carrillo Los Angeles, California Details
Raquel Carrillo's Citigroup Asset Management Experience June 2003 - December 2005
Job Senior Administrative Assistant at Comerica Bank
Industry Banking
Experience
Comerica Bank  July 2010 - Present
Comerica Private Bank   July 2010 - Present
Pacific Southwest Financial   September 2009 - June 2010
Wells Fargo Private Bank  September 2007 - August 2009
Citigroup Asset Management   June 2003 - December 2005
Citigroup Private Bank  April 2001 - May 2003

Skills
Banking, Private Banking, Wealth Management, Loans, Credit Analysis, Commercial Banking, Credit

Education
Garey High School
Diploma

Glendale Community College

Loretta Charron Loretta Charron Greater Denver Area Details
Loretta Charron's Citigroup Asset Management Experience July 2003 - May 2007
Job Business Development Consultant, Director at Robert W. Baird & Co.CIMA (R)
Industry Financial Services
Experience
Robert W. Baird & Co.   September 2011 - Present
Legg Mason  May 2007 - July 2011
Citigroup Asset Management   July 2003 - May 2007
Smith Barney  September 1999 - September 2002

Education
The Coaches Training Institute   2014 — 2014
Co-Active Coaching, Fundamentals, Completed

UC Berkeley Haas School of Business   2008 — 2008
IMCA, CIMA(r)

Pace University   1985 — 1990
MBA, Corporate Finance

Boston College   1979 — 1983
BA, Economics, Philosophy

Michael Baresich Michael Baresich Greater New York City Area Details
Michael Baresich's Citigroup Asset Management Experience March 2004 - May 2005
Job Chief Information Officer at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc.  January 2012 - Present
CIT Group  May 2005 - February 2012
Citigroup Asset Management   March 2004 - May 2005
CoKinetic Systems Corp   August 2001 - March 2004
Deutsche Asset Management  1999 - 2001
Bankers Trust  1984 - 1999

Education
Binghamton University
BA

University of Florida
MA

University of Pennsylvania - The Wharton School
MBA

Catherine (Cari) Cardaci Catherine (Cari) Cardaci Greater New York City Area Details
Catherine (Cari) Cardaci's Citigroup Asset Management Experience August 2004 - November 2005
Job Chief Marketing Officer at Van Eck Global | Market Vectors ETFs
Industry Investment Management
Experience
Van Eck Global Market Vectors ETFs  November 2014 - Present
SYNA Creatives LLC   January 2013 - November 2014
HSBC Global Asset Management  2007 - December 2012
Western Asset Management  January 2004 - July 2007
Citigroup Asset Management   August 2004 - November 2005
BlackRock  June 2002 - August 2004
Zurich Scudder Investments  January 2000 - April 2002
Diversified Investment Advisors  November 1997 - January 2000
AIG Global Investment Corp.   March 1996 - November 1997
Bankers Trust Company  January 1990 - March 1996

Skills
Asset Management, Emerging Markets, Marketing Strategy, Marketing Communications, Marketing, Investor Relations, Marketing Management, Media Relations, Brand Development, Brand Management, Branding & Identity

Education
Bucknell University
Bachelor's Degree, Business Administration and Finance

James Peters James Peters Greater New York City Area Details
James Peters's Citigroup Asset Management Experience November 2004 - February 2006
Job
Industry Financial Services
Experience
Kurtosys Systems  September 2013 - January 2015
Thomson Reuters  January 2010 - July 2013
Thomson Reuters  February 2006 - January 2010
Citigroup Asset Management   November 2004 - February 2006
Reuters  January 1995 - November 2004
Fairfield University  September 2000 - December 2000
Bear Stearns  November 1992 - January 1995
Stratus Computer  1988 - 1992
DRC  1987 - 1988

Education
Babson College - Franklin W. Olin Graduate School of Business   1989 — 1992
MBA, Business Administration and Management, General

Bentley University   1982 — 1986
BS, CIS

Creighton University   2010 — 2016
MSAPM, Finance, General

American School of London
High School

American School in Japan

Christopher Brengel Christopher Brengel Greater New York City Area Details
Christopher Brengel's Citigroup Asset Management Experience March 2005 - August 2005
Job Senior Finance Manager at Ortho Clinical Diagnostics
Industry Medical Devices
Experience
Ortho Clinical Diagnostics  September 2014 - Present
Ortho Clinical Diagnostics  May 2012 - September 2014
Ortho Clinical Diagnostics  May 2011 - May 2012
Ortho Clinical Diagnostics  June 2010 - May 2011
Ortho Clinical Diagnostics  May 2008 - June 2010
Neutrogena  October 2007 - May 2008
Johnson & Johnson  March 2007 - October 2007
Ortho Clinical Diagnostics  May 2006 - March 2007
Citigroup Asset Management   March 2005 - August 2005

Skills
Financial Modeling, Financial Analysis, Budgets, Strategic Planning, Forecasting, Account Reconciliation, Internal Audit, Finance, Financial Reporting, Variance Analysis, Financial Forecasting, Cost Accounting, Strategic Financial..., Consolidation, Corporate Finance

Education
New York University   2013 — 2016
Master of Business Administration (M.B.A.)

Bucknell University   2002 — 2006
BA, Economics, Philosophy, History

AJ Sessa AJ Sessa San Francisco Bay Area Details
AJ Sessa's Citigroup Asset Management Experience June 1999 - August 2000
Job Consultant
Industry Information Services
Experience
Advanced Management Inc  February 2013 - Present
Cisco Systems  July 2007 - January 2013
Vertical*i (now Inova Software)   August 2003 - August 2005
VeroStyle Systems   September 2000 - August 2003
Citigroup Asset Management   June 1999 - August 2000

Skills
Product Development, Marketing Strategy, New Business Development, Financial Analysis, Excel, Strategic Planning, SQL, Java, Ruby on Rails, Strategy, Enterprise Software, Software Development

Education
Carnegie Mellon University - Tepper School of Business   2005 — 2007
MBA

University of Virginia   1995 — 1999
BS

The Hotchkiss School   1991 — 1995

Felix Lempert Felix Lempert Greater New York City Area Details
Felix Lempert's Citigroup Asset Management Experience 2002 - 2006
Job Vice President Franklin Templeton Real Asset Advisors
Industry Investment Management
Experience
Franklin Templeton Real Asset Advisors   April 2006 - Present
Private Corporation  June 2000 - Present
Citigroup Asset Management   2002 - 2006
Donaldson, Lufkin & Jenrette   April 2000 - November 2001

Skills
Asset Managment, Financial Modeling, Performance Measurement, Portfolio Construction, Negotiation of..., Fundraising, Project Management, Foreign Currency Hedging, Investments, Portfolio Management, Alternative Investments, Private Equity, Management, FX Hedging, Commercial Real Estate, Asset Management, Credit, Cash Flow Forecasting, Fixed Income, Bloomberg, Fee Negotiation and..., Distribution Waterfalls, Bonds, Derivatives, Equities, Mutual Funds, Securities, Finance, Hedge Funds, Trading, Capital Markets, Series 63, Valuation, Investment Management, Emerging Markets, Investment Strategies, Asset Allocation, Institutional..., Fund Of Funds, Wealth Management, Structured Products, Series 7

Education
Adelphi University   1991 — 1995
BBA, Management - Specializing in Finance

Brooklyn Technical High School   1987 — 1991
Aeronautical Engineering

Luke Dolman Luke Dolman Greater New York City Area Details
Luke Dolman's Citigroup Asset Management Experience August 2000 - December 2005
Job DBA and Developer at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments  June 2011 - Present
Legg Mason  August 2009 - June 2011
Legg Mason  December 2005 - August 2009
Citigroup Asset Management   August 2000 - December 2005
Deutsche Asset Management  June 1999 - August 2000
Deutsche Asset Management  January 1997 - June 1999
Morgan Grenfell Asset Management   July 1995 - January 1997

Skills
Sybase, Oracle, Unix, Databases, Unix Shell Scripting, Microsoft SQL Server, SQL Tuning, Database Administration, Data Migration, T-SQL, Performance Tuning, DB2, Access, Visual Basic, Portia, Disaster Recovery, SQL, Business Analysis, Software Development, Autosys, Asset Management, Data Warehousing, SDLC, Business Objects, Powershell, Sybase ASE, SQL Server 2000-2008, Database Development

Education
UCL   1990 — 1993
BSc, Architecture

Winchester College   1985 — 1988

Lauren Spencer Lauren Spencer Greater Boston Area Details
Lauren Spencer's Citigroup Asset Management Experience October 2005 - March 2006
Job Regional Advancement Director for New England at Colgate University
Industry Public Policy
Experience
Colgate University  October 2013 - Present
Harvard Business School  February 2012 - October 2013
Boston University  January 2011 - January 2012
Richmond Associates   July 2009 - September 2009
Morgan Stanley  March 2006 - July 2008
Citigroup Asset Management   October 2005 - March 2006
Bear Wagner Specialists, NYSE   September 2003 - October 2005

Skills
Fundraising, Non-profits, Volunteer Management, Event Planning, Community Outreach, Philanthropy, Policy Analysis, Research, Public Speaking, Public Policy, Higher Education, Social Media, Grant Writing, Economics, Strategic Planning

Education
The London School of Economics and Political Science (LSE)   2008 — 2010
Masters in Public Policy and Management, Public Policy and Management

Colgate University   1998 — 2002
Bachelor of Arts, Political Science

The Lawrenceville School   1994 — 1998

International Exchange, University of New South

International Exchange, University of Salamanca

Patrick Bautista, CSW Patrick Bautista, CSW Greater New York City Area Details
Patrick Bautista, CSW's Citigroup Asset Management Experience 1999 - 2003
Job Brand management at R&R Marketing / The Charmer Sunbelt Group
Industry Wine and Spirits
Experience
R&R Marketing  March 2015 - Present
Regal Wine Imports  March 2013 - March 2015
Opici Wine Group   March 2012 - February 2013
American BD-Opici Wine Group   February 2011 - March 2012
Lauber Imports  2007 - February 2011
Ocean Wine & Spirits   2005 - 2007
Citigroup Asset Management   1999 - 2003
Citigroup Asset Management   1997 - 1999

Skills
Wine, Marketing Strategy, Wine Tasting, Marketing, Sales Management, Brand Management, Market Planning, Alcoholic Beverages, Sales, Business Development, Beverage Industry, Key Account Development, Food, Retail, Pricing, Trade Marketing, Restaurants, FMCG, Inventory Management, Distributors, Restaurant Management, Fine Dining, Food Service, Product Development, P&L, Business Strategy, Forecasting, Product Management

Education
Court of Master Sommeliers   2006 — 2006
Certified Sommelier

Society of Wine Educators   2006 — 2006
Certified Specialist of Wine

Asian Institute of Management
Finance for SME, General

University of Santo Tomas
Bachelor of Arts (B.A.), Communications

Dan O'Connor, CAIA Dan O'Connor, CAIA Greater New York City Area Details
Dan O'Connor, CAIA's Citigroup Asset Management Experience 1998 - 2004
Job Director, Institutional Partnerships Americas at CFA Institute
Industry Investment Management
Experience
CFA Institute  May 2014 - Present
City National Rochdale  2012 - 2013
FQS Capital Management (Cayman) Limited   January 2010 - November 2010
Hedgeharbor (subsidiary of Asset Alliance Corporation)   August 2007 - December 2009
Citigroup Alternative Investments  2004 - 2007
Citigroup Asset Management   1998 - 2004
Alliance Capital Management  1997 - 1998

Skills
Structured Products, Private Equity, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Fund Of Funds, Asset Management, Asset Allocation, Investments, Managed Futures, FX, Credit Derivatives, Managed Accounts, Investment Advisory, Pension Funds, Private Wealth..., Separately Managed..., Wealth Management, Institutional Investors, Investor Relations, High Net Worth..., Investment Strategies, Series 7, Series 63, Global Macro, Asset Managment, Financial Markets, Financial Advisory, Hedging, Relationship Management, Investment Management, Equities, Bonds, ETFs, Wealth, Securities, Institutional, Options, Portfolio Management, FINRA, Bloomberg, Equity Trading, Equity Research, Emerging Markets, Capital Markets, Due Diligence, Institutional...

Education
Fordham University Graduate School of Business Administration   2000 — 2003
MBA

Tulane University   1993 — 1997
BS

Adam Cymbler Adam Cymbler Greater New York City Area Details
Adam Cymbler's Citigroup Asset Management Experience April 2004 - March 2006
Job Senior Vice President, Institutional Product Management & Marketing at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman  March 2012 - Present
Allianz Global Investors Capital  August 2007 - March 2012
The Reserve Funds  March 2006 - August 2007
Citigroup Asset Management   April 2004 - March 2006
Goldman Sachs Asset Management  January 2000 - April 2002
J.P. Morgan Investment Management   1997 - 2000

Skills
Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Asset Allocation, Asset Management, Financial Services, Investments, Marketing, Marketing Communications, FINRA, Equities, Relationship Management, Product Marketing, Product Management, Portfolio Management, Series 7, Bloomberg, Securities, Asset Managment, Banking, Series 63, Series 24, Wealth Management

Education
Dowling College   2000 — 2002
MBA, Finance

Hofstra University   1993 — 1997
BBA, Banking & Finance

Kevin A. Pemberton Kevin A. Pemberton Greater New York City Area Details
Kevin A. Pemberton's Citigroup Asset Management Experience May 2003 - April 2005
Job Senior Vice President, Business and Strategy Leadership Equity Subadvised Funds
Industry Investment Management
Experience
Neuberger Berman, LLC  October 2008 - Present
Lehman Brothers  2006 - 2008
Clearbridge Advisers, a Legg Mason Company   April 2005 - February 2006
Citigroup Asset Management   May 2003 - April 2005
Putnam Investments LLC   April 1998 - May 2003

Skills
Management, Acquisition Integration, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Due Diligence, Entrepreneurship, Equities, Hedge Funds, Investments, Leadership, Mutual Funds, Portfolio Management, Bloomberg, Derivatives, Start-ups, Strategic Planning, Strategy, Wealth Management, Series 7, Securities, Mergers, Financial Modeling, Valuation

Education
Massachusetts Institute of Technology - Sloan School of Management   2012 — 2014
Master of Business Administration (M.B.A.), Operations Management, Business Strategy and Finance

Harvard University
AB, cum laude, Social Science --Economics

Andrew Koch Andrew Koch Minneapolis, Minnesota Details
Andrew Koch's Citigroup Asset Management Experience June 2002 - January 2004
Job Regional Vice President at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd.  October 2011 - Present
Legg Mason  December 2007 - August 2011
Legg Mason  December 2004 - December 2007
Citigroup Asset Management   June 2002 - January 2004
NASDAQ  October 2001 - June 2002

Skills
Mutual Funds, Alternative Investments, ETFs, Separately Managed..., Portfolio Management, Investment Management, 529 Plans, Closed-end Funds, Commodity, Series 63, Series 7, Asset Allocation, Series 24, Asset Managment, Hedge Funds, Investments, Financial Advisory, Investment Advisory, Wealth Management

Education
Boston College - Carroll School of Management   1997 — 2001
B.S., Marketing

Ramesh Parameswar Ramesh Parameswar Greater New York City Area Details
Ramesh Parameswar's Citigroup Asset Management Experience March 1999 - June 2002
Job Managing Director, Moon Capital Management L.P.
Industry Investment Management
Experience
Moon Capital  August 2008 - Present
Citi Alternative Investments  2005 - 2008
Citi Alternative Investments  July 2002 - March 2005
Citigroup Asset Management   March 1999 - June 2002

Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Fixed Income, Capital Markets, Investments, Portfolio Management, Private Equity, Management

Education
Faculty of Management Studies - University of Delhi   1989 — 1991
MBA

Anna University   1985 — 1989
B.E., Electrical Engineering

Delhi Public School   1978 — 1985

Chartered Alternative Investments Analyst
CAIA, Alternative Investments

Andre Schibuola Andre Schibuola Miami, Florida Details
Andre Schibuola's Citigroup Asset Management Experience March 1998 - August 2002
Job Deputy Desk Head at UBS Geneva Switzerland
Industry Investment Management
Experience
UBS  June 2013 - Present
Itaú BBA  October 2011 - May 2013
Itaú Unibanco  February 2010 - October 2011
Precision Asset Management Ltda.   October 2006 - February 2010
Hospital Albert Einstein  April 2004 - October 2006
Banco Sofisa S/A   September 2003 - April 2004
Citigroup Asset Management   March 1998 - August 2002
Citigroup Asset Management   March 1998 - August 2002
Citi  1996 - 1998

Skills
Equities, FX Options, Inflation, Capital Markets, Investments, Derivatives, Corporate Finance, Financial Markets, Fixed Income, Portfolio Management, Private Banking, Bloomberg, Asset Management, Structured Finance, Credit Risk, Banking, Financial Risk, Hedge Funds, Syndications, Emerging Markets, Finance, Treasury Management, Structured Products, Bonds, Investment Banking, Financial Structuring, Trading, Investment Management, Valuation, Options, Asset Allocation, Wealth Management, Alternative Investments, Fund Of Funds, Credit Derivatives, Equity Derivatives, Investment Strategies, Mutual Funds, Foreign Exchange, Investment Advisory, Equity Trading, ETFs, FX trading, Financial Advisory, High Yield

Education
University of California, Berkeley   2003 — 2003
Specialization, Finance

Universidade de São Paulo   2001 — 2002
MBA, Finance

Fundação Armando Álvares Penteado   1996 — 2001
BSc, Economics

Lycee International de st germain en laye   1992 — 1994
High school, Economics

Ashraf Sarwar, CFA Ashraf Sarwar, CFA Greater New York City Area Details
Ashraf Sarwar, CFA's Citigroup Asset Management Experience June 2000 - May 2004
Job Head of Middle Office & Operations at Atlantic Investment Management
Industry Investment Management
Experience
Atlantic Investment Management  May 2011 - Present
BBR Partners  May 2004 - May 2011
Citigroup Asset Management   June 2000 - May 2004

Skills
Hedge Funds, Bloomberg, Equities, Equity Trading, Investments, Asset Managment, Alternative Investments, Asset Management, Valuation, Trading, Finance, Capital Markets

Education
Denison University   1996 — 2000
BA, Economics, French & Mathematics

Institute for American Universities   1998 — 1998
French

James J, Sgandurra, CPA James J, Sgandurra, CPA Greater New York City Area Details
James J, Sgandurra, CPA's Citigroup Asset Management Experience December 2004 - May 2006
Job CPA with 12 years Financial Services Industry Experience
Industry Accounting
Experience
Resources Global Professionals  October 2012 - Present
Resources Global Professionals  April 2010 - September 2012
Kevin Wenig CPA LLC   October 2009 - April 2010
RBS  April 2008 - August 2009
UBS AG Investment Bank   May 2006 - April 2008
Citigroup Asset Management   December 2004 - May 2006
Pitney Bowes Inc  June 2001 - December 2004
Pitney Bowes Credit Corporation  July 1999 - June 2001
GE Capital-Phoenixcor   June 1998 - July 1999
Phoenixcor, Inc  December 1997 - June 1998

Skills
Internal Controls, Auditing, Financial Analysis, Corporate Finance, Financial Accounting, Sarbanes-Oxley, Accounting, Treasury, CPA, Income Tax, QuickBooks

Education
Iona College   1992 — 1995
Bachelor of Business Administration

Ian Kane Ian Kane Greater New York City Area Details
Ian Kane's Citigroup Asset Management Experience 2002 - 2004
Job Senior Product Manager Portfolio Products at FactSet Research Systems
Industry Information Technology and Services
Experience
FactSet Research Systems  October 2010 - Present
FactSet Research Systems, Inc  2006 - October 2010
FactSet Research Systems, Inc  2005 - 2006
FactSet Research Systems, Inc  2004 - 2005
Citigroup Asset Management   2002 - 2004
FactSet Research Systems, Inc  2000 - 2002
Fidelity Investments  1999 - 2000

Skills
Product Management, Market Data, Business Analysis, Analytics, Equities, Portfolio Management, Asset Management

Education
Keene State College   1995 — 1999
BS, Management

John Armstrong John Armstrong Greater New York City Area Details
John Armstrong's Citigroup Asset Management Experience May 2002 - November 2005
Job Director at Legg Mason
Industry Investment Management
Experience
Legg Mason  November 2005 - Present
Citigroup Asset Management   May 2002 - November 2005
ibm  1991 - 2001

Education
DePauw University   1985 — 1989

Jill Poulson Jill Poulson Greater Philadelphia Area Details
Jill Poulson's Citigroup Asset Management Experience January 2000 - February 2005
Job Sales and Business Management
Industry Investment Management
Experience
Quality Car Repair   2005 - Present
Prudential Annuities  April 2008 - July 2009
CitiGroup Asset Management   January 2000 - February 2005
Prudential Investments  October 1996 - December 2000
Prudential Securities  September 1992 - June 1996

Education
Temple University   1990 — 1992
Psychology

Boston College   1986 — 1990
Psychology

Pamela Graf Pamela Graf Greater New York City Area Details
Pamela Graf's Citigroup Asset Management Experience March 2000 - April 2003
Job Premier Support M&A Analyst Business Operations at Oracle
Industry Financial Services
Experience
Oracle  June 2013 - Present
Oracle Corporation  June 2010 - June 2013
Oracle Corporation  July 2007 - June 2010
Hyperion Solutions  January 2006 - July 2007
U.S. Trust   April 2003 - January 2006
Citigroup Asset Management   March 2000 - April 2003
Mitchell Hutchins Asset Management of PaineWebber   March 1998 - March 2000
J&W Seligman  July 1996 - March 1998

Education
Binghamton University - School of Management   1992 — 1996
Bachelor of Science (BS), Accounting

Dmitry Zolotarevsky Dmitry Zolotarevsky Greater Los Angeles Area Details
Dmitry Zolotarevsky's Citigroup Asset Management Experience October 2003 - December 2005
Job EM Strategist
Industry Investment Management
Experience
Payden & Rygel  August 2013 - Present
Western Asset Management  September 2009 - August 2013
Western Asset Management  December 2005 - September 2009
Citigroup Asset Management   October 2003 - December 2005
Prudential Financial  May 2002 - October 2003
BlackRock  May 1999 - February 2002

Skills
Portfolio Management, Fixed Income, Bloomberg, Bonds, VBA, Asset Management, Investment Strategies, Portfolio Optimization, Finance, Equities, Capital Markets, Mutual Funds, Derivatives, Analysis, Hedge Funds, Asset Managment, Alternative Investments, Investments, Financial Risk, Options, Asset Allocation, Structured Products, FX Options, Quantitative Finance, Credit Derivatives, Equity Derivatives, Trading, Fund Of Funds, Quantitative Analytics

Education
Baruch College, City University of New York (CUNY)   2005 — 2007
MS, FInancial Engineering

Baruch College, City University of New York (CUNY)   1997 — 1999
BS, Finance and Investments

Candi Corcoran Candi Corcoran Greater New York City Area Details
Candi Corcoran's Citigroup Asset Management Experience March 1999 - November 2005
Job Investment Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  February 2014 - Present
LiquidHub  July 2012 - November 2013
TIAA-CREF (Client)   January 2012 - July 2012
iKindi   October 2010 - July 2012
PineBridge Investments (Client)   October 2010 - December 2011
AIG (Client)   May 2010 - October 2010
Lehman Brothers (Client)   November 2009 - August 2010
TIAA-CREF (Client)   September 2007 - May 2009
Western Asset Management  December 2005 - September 2007
Citigroup Asset Management   March 1999 - November 2005

Skills
Equities, Fixed Income, Asset Managment, Hedge Funds, Portfolio Management, Capital Markets, Derivatives, Back Office, Bonds, Business Analysis, Asset Management, Management, Alternative Investments, Middle Office, Investments, Financial Services, Securities, Trading Systems, Investment Management, Operations Management, IT Operations

Education
Bryn Mawr College   1995 — 1996
N/A, Neuroscience Ph.D program

Drexel University   1992 — 1995
M.S., Molecular Biology

New York University   1987 — 1991
B.A., Biopsychology

Debraj Majumdar Debraj Majumdar Greater New York City Area Details
Debraj Majumdar's Citigroup Asset Management Experience 2003 - 2005
Job Vice President , Global Technology, JPMorgan Chase
Industry Investment Management
Experience
JPMorgan Chase  October 2011 - Present
JP Morgan Chase  June 2007 - September 2011
Citi Private Bank  January 2007 - June 2007
Cognizant Technology Solutions  May 2006 - January 2007
Citigroup Asset Management   2003 - 2005
Polaris Software Labs  October 2001 - September 2003
Citicorp Overseas Software Limited  1999 - 2001

Education
Bharathidasan University   1997 — 1999
MBA, Systems and Finance

SXD 91/DAV 93

Lee Delaporte Lee Delaporte Greater New York City Area Details
Lee Delaporte's Citigroup Asset Management Experience August 1991 - June 2003
Job Senior Portfolio Manager at HSBC Private Bank
Industry Investment Management
Experience
HSBC Private Bank  August 2010 - Present
Dreman Value Management  January 2004 - May 2009
Citigroup Asset Management   August 1991 - June 2003
Citigroup  1998 - 2003
EF Hutton  1983 - 1989

Skills
experience in dividend..., Portfolio Management, Equities, Investments, Valuation, Asset Managment, Investment Banking, Mutual Funds, Asset Management, Investment Strategies, Finance, Analysis, Financial Services, Commodity, Wealth Management, Bonds, Fixed Income, Alternative Investments, Investment Management

Education
Denison University   1975 — 1979

Newark Academy

Patrick Evans Patrick Evans Greater New York City Area Details
Patrick Evans's Citigroup Asset Management Experience May 2004 - August 2004
Job Associate at Kirkland & Ellis LLP
Industry Law Practice
Experience
Kirkland & Ellis LLP  June 2013 - Present
Cadwalader, Wickersham & Taft LLP   October 2009 - June 2013
Cadwalader, Wickersham & Taft LLP   May 2008 - August 2008
Fensterstock & Partners   May 2007 - August 2007
Fensterstock & Partners   January 2005 - May 2006
Citigroup Asset Management   May 2004 - August 2004
JPMorganChase & Co.   May 2003 - August 2003

Skills
Legal Writing, Legal Research, Research, Litigation, Commercial Litigation, Risk Management, Financial Analysis, Public Speaking, Strategy, Strategic Planning, Financial Restructuring, Chapter 11 Bankruptcies, Distressed Debt, Distressed M&A, Corporate Governance, Acquisitions, Chapter 11, Mergers, Restructuring

Education
American University Washington College of Law   2006 — 2009
Law

Bucknell University   2000 — 2004

Bruce Knight Bruce Knight Greater New York City Area Details
Bruce Knight's Citigroup Asset Management Experience May 2003 - July 2005
Job ITIL Service Management, Business Continuity Planning/Support and Program Management
Industry Information Technology and Services
Experience
Morgan Stanley  June 2010 - January 2013
Legg Mason  July 2005 - January 2010
Citigroup Asset Management   May 2003 - July 2005
Citigroup Asset Management   February 2001 - May 2003
Citigroup Asset Management   September 1998 - February 2001
Health Management Systems  October 1995 - September 1998
Health Management Systems  March 1992 - October 1995

Skills
Business Continuity..., Service-Now, IT Service Management, Problem Management, Incident Management, Technology Change...

Education
City University of New York-Baruch College   1998 — 1999
Information Technology

New York University   1987 — 1989
Information Technology

Blaire Milanese Blaire Milanese Greater New York City Area Details
Blaire Milanese's Citigroup Asset Management Experience June 1997 - February 2003
Job Senior Vice President, Director of Human Resources at Chilton Investment Company
Industry Investment Management
Experience
Chilton Investment Company  October 2014 - Present
Aircastle Advisor LLC   June 2012 - October 2014
Soros Fund Management LLC  April 2009 - May 2012
Chilton Investment Company, LLC   October 2007 - March 2009
McLagan Partners  March 2003 - October 2007
Citigroup Asset Management   June 1997 - February 2003

Skills
Compensation, Benefits, Employee Relations, Hiring, Human Resources

Education
Bucknell University   1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General

Joel Sauber Joel Sauber Greater New York City Area Details
Joel Sauber's Citigroup Asset Management Experience October 1997 - December 2005
Job at Prudential Investments
Industry Investment Management
Experience
Prudential Investments  August 2010 - Present
Legg Mason  December 2005 - August 2010
Citigroup Asset Management   October 1997 - December 2005

Education
Harvard Business School
MBA

Northwestern University
BA, Economics and Political Science

Jason Wolin Jason Wolin Greater New York City Area Details
Jason Wolin's Citigroup Asset Management Experience February 2002 - May 2004
Job Managing Director at Maverick Capital
Industry Investment Management
Experience
Maverick Capital  November 2006 - Present
Marshall Wace  June 2004 - October 2006
Citigroup Asset Management   February 2002 - May 2004

Skills
Quantitative Research, Financial Modeling, Equities, Quantitative Analytics, Quantitative Finance, Asset Managment, Portfolio Management, Risk Management, Hedge Funds, Alternative Investments, Bloomberg, Equity Research, Fixed Income, Trading Systems, Valuation, Capital Markets

Education
New York University - Leonard N. Stern School of Business   1994 — 1998
Master of Business Administration (MBA)

Boston University   1985 — 1989
BSBA, MIS

Megan Conaty Megan Conaty New York, New York Details
Megan Conaty's Citigroup Asset Management Experience 1998 - 2006
Job Sales & Marketing at Stone Harbor Investment Partners LP
Industry Financial Services
Experience
Stone Harbor Investment Partners LP   April 2006 - Present
Citigroup Asset Management   1998 - 2006
Skadden, Arps, Slate, Meagher & Flom LLP   June 1996 - July 1998

Skills
Fixed Income, Investments

Education
Dickinson College   1992 — 1996

Lydia Pappas, MBA Lydia Pappas, MBA Greater New York City Area Details
Lydia Pappas, MBA's Citigroup Asset Management Experience January 2002 - June 2006
Job Healthcare Administration
Industry Hospital & Health Care
Experience
Marie Pense Center / MPC CARE   November 2012 - November 2013
Humanity Health LLC   October 2011 - May 2012
Standard & Poor's   August 2006 - February 2011
Citigroup Asset Management   January 2002 - June 2006

Skills
Financial Services, Equities, Fixed Income, Financial Markets, Capital Markets, Market Data, Bloomberg, Derivatives, Emerging Markets, Due Diligence, Investments, Management, Portfolio Management, Financial Analysis, Hedge Funds

Education
Binghamton University - School of Management   2011 — 2013
Executive MBA, Concentration in Health Care

State University of New York at Binghamton   1997 — 2001
Bachelor of Arts (BA), Economics

Bronx High School of Science   1993 — 1997

Chang Li Chang Li Greater New York City Area Details
Chang Li's Citigroup Asset Management Experience March 1999 - July 2007
Job Sr. Systems Engineer
Industry Computer & Network Security
Experience
The NPD Group  April 2015 - Present
Amalgamated Life Insurance  February 2008 - April 2015
IBM  August 2007 - February 2008
Citigroup Asset Management   March 1999 - July 2007
4G Data Systems Inc  March 1997 - March 1999

Skills
Vbscript, PowerShell, ADSI, AD Group Policy, SQL Server, RightFax, Windows Server, Microsoft Exchange, Group Policy, Powershell, VBScript, Servers, Microsoft SQL Server, Network Administration, Network Security, Operating Systems, Active Directory, Virtualization, Enterprise Architecture, System Deployment, Hardware, Disaster Recovery, Computer Hardware, Firewalls, TCP/IP, XP, Data Center, Networking, DNS, DHCP, System Administration, Troubleshooting, IT Operations, Software Installation, Security, IT Management, Business Continuity, VMware ESX, Windows, VPN, Computer Security

Education
Kaplan College   2003 — 2006
AAS, Information Technology

City University of New York-Brooklyn College   1996 — 1997

Nicole (Ladas) Fitzgerald Nicole (Ladas) Fitzgerald Washington D.C. Metro Area Details
Nicole (Ladas) Fitzgerald's Citigroup Asset Management Experience October 2002 - December 2005
Job Project manager, Gardens consultant, Green thumb
Industry Public Policy
Experience
Nicole Fitzgerald, Animal Communicator   2005 - Present
Share Our Strength  April 2011 - January 2012
Share Our Strength  July 2010 - March 2011
Western Asset Management  December 2005 - November 2008
Citigroup Asset Management   October 2002 - December 2005
Ohana Foundation   2001 - 2001
McNeil Wilson Communications  2000 - 2001

Skills
Community Outreach, Leadership, Teaching, Nonprofits, Non-profits

Education
Duke University   1995 — 1999
Bachelor of Arts, Public Policy Studies

A.M. Barbe High School   1991 — 1995

McDonough #15

Denise Clayton-Purvis Denise Clayton-Purvis Greater Atlanta Area Details
Denise Clayton-Purvis's Citigroup Asset Management Experience July 2000 - August 2001
Job CFO at The GLOBE Academy
Industry Primary/Secondary Education
Experience
The GLOBE Academy  April 2015 - Present
Seabridge Investment Advisors   April 2010 - April 2015
Citigroup Asset Management   July 2000 - August 2001
Prudential Global Asset Management   1997 - 2000
Prudential Financial  August 1994 - July 1997

Skills
Portfolio Management, Investments, Hedge Funds, Securities, Financial Modeling, Financial Analysis, Insurance, Investment Management, Trading, Finance, Emerging Markets, Change Management, Budgets, Banking, Risk Management, Contract Negotiation, Credit, Fixed Income, Series 7, Valuation, Strategy, Corporate Finance, Financial Structuring

Education
Columbia Business School   2000 — 2001
MBA

Georgia Institute of Technology - Georgia Tech College of Management   1987 — 1993
Bachelor of Science (B.S.), Management

Sam Marciano Sam Marciano Stamford, Connecticut Details
Sam Marciano's Citigroup Asset Management Experience February 2003 - July 2005
Job Director, SMA Product Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason  October 2011 - Present
Legg Mason  December 2006 - October 2011
Legg Mason  July 2005 - December 2006
Citigroup Asset Management   February 2003 - July 2005
Morgan Stanley  June 2001 - December 2002

Skills
Separately Managed..., Series 7, Mutual Funds, Series 24, ETFs, Uniform Combined State..., Product Management, Sales Management, Investment Management, Investment Strategies, Securities, Wealth Management, Series 63, Series 65, 529 Plans, Closed-end Funds, Business Management, Management, Series 66, Series 31, Series 51, Asset Management

Education
Alvernia College   1997 — 2001
BA, Business Management

Anthony Pira Anthony Pira Greater New York City Area Details
Anthony Pira's Citigroup Asset Management Experience 1999 - 2000
Job VP Third Party Risk Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  August 2013 - Present
Citi  2002 - July 2013
Citigroup  September 1999 - July 2013
Citi Markets & Banking / Capital Markets Operations / Finance & Control   1999 - July 2013
CITIGROUP ASSET MANAGEMENT   1999 - 2000
OppenheimerFunds  1992 - 1997

Skills
CISA, Information Security, Risk Management, Vendor Management, SDLC, Business Continuity, Disaster Recovery, Information Security..., Business Analysis, Banking, Financial Risk, IT Strategy

Education
City University of New York-John Jay College of Criminal Justice

Kobylarz, Jeff Kobylarz, Jeff Greater New York City Area Details
Kobylarz, Jeff's Citigroup Asset Management Experience May 1999 - March 2006
Job Analyst at Diamond Bridge Capital
Industry Investment Management
Experience
Diamond Bridge Capital   April 2015 - Present
Stone Harbor Investment Partners  April 2006 - September 2013
Citigroup Asset Management   May 1999 - March 2006
Putnam Investments  May 1993 - January 1999
Dean Witter Asset Management   May 1989 - April 1993
W.R. Huff Asset Management   January 1987 - April 1989

Skills
Hedge Funds, Fixed Income, Private Equity, Equities, Capital Markets, Bloomberg, Investments, Mergers & Acquisitions, Finance, High Yield, Valuation, Investment Banking, Leveraged Finance, Asset Management, Financial Services, Buy-side, Capital Structure, Portfolio Management

Education
Bates College
Bachelor’s Degree, Economics

Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.), Finance and Accounting

Stacey B. Zeltner Stacey B. Zeltner Greater New York City Area Details
Stacey B. Zeltner's Citigroup Asset Management Experience 2003 - 2006
Job Executive Director of Human Resources
Industry Human Resources
Experience
Monroe College  2014 - Present
New York Life Insurance Company  2012 - 2013
New York Life Insurance Company  2010 - 2012
New York Life Insurance Company  2009 - 2010
JPMorgan Chase  2008 - 2009
Bear, Stearns & Co. Inc.   2007 - 2008
Citigroup Asset Management   2003 - 2006
Citigroup Asset Management   2000 - 2004
Alliance Capital Management  1998 - 1999
JP Morgan  1996 - 1998

Skills
Talent Management, Talent Acquisition, Organizational..., Performance Management, Employee Relations, Project Management, Talent Development, Restructuring and..., Policy and Procedure, Organizational..., Strategy, Change Management, Coaching, Career Management, Training, Leadership, Management, Personnel Management, Human Resources, Recruiting

Education
Cornell University
B.S., Human Development

Teachers College of Columbia University
M.A., Organizational Psychology

Hamid Zaidi Hamid Zaidi Greater Los Angeles Area Details
Hamid Zaidi's Citigroup Asset Management Experience September 2003 - March 2005
Job SMD/Partner at HHM Capital
Industry Financial Services
Experience
HHM Capital   January 2009 - Present
Whittier Trust Company  March 2005 - January 2009
Citigroup Asset Management   September 2003 - March 2005
Citigroup Asset Management   August 2002 - September 2003
Citigroup Asset Management   September 1999 - August 2002
Nestle Waters  April 1990 - September 1999

Skills
Equities, Investment Management, Forecasting, Management, Sales, Mutual Funds, Financial Modeling, Investments, Mergers & Acquisitions, Portfolio Management, Equity Research, Start-ups, Financial Structuring, Analysis, Financial Analysis, Bonds, Hedge Funds, Bloomberg, Product Management, Private Equity, Asset Management, Investment Banking, Fixed Income, Alternative Investments

Education
Fordham Gabelli School of Business
MBA, Finance

Lehigh University   1985 — 1990
BS, Industrial Engineering

St. Mary's International School   1976 — 1985

Bharath Raju Bharath Raju Greater New York City Area Details
Bharath Raju's Citigroup Asset Management Experience June 1999 - December 2005
Job Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason  December 2005 - Present
Citigroup Asset Management   June 1999 - December 2005
Citicorp Information Technology Industries Ltd.   September 1995 - April 1998

Skills
SDLC, Management, SOA, Equities, Fixed Income, Vendor Management, ETL, Scrum, Oracle, Cloud Computing, Back Office, XML, JavaScript, Asset Management, Derivatives, Securities, Bloomberg, Hadoop, Leadership, Financial Services, Requirements Analysis, Perl, Project Management, Risk Management, Trading, Sybase, UML, Business Analysis, Investment Management, Web Services, Web Applications, Cross-functional Team..., Databases, Analysis, Portfolio Management, Microsoft SQL Server, Trading Systems, Software Project..., Market Data, Security

Education
Bharathiar University   1991 — 1995
Bachelor of Engineering, Computer Science

Elvir Bacaj Elvir Bacaj Greater New York City Area Details
Elvir Bacaj's Citigroup Asset Management Experience November 1999 - December 2005
Job Director at MacKay Shields LLC
Industry Financial Services
Experience
MacKay Shields LLC  April 2015 - Present
GE Asset Management  October 2011 - April 2015
Legg Mason Global Asset Management  December 2005 - October 2011
Citigroup Asset Management   November 1999 - December 2005

Skills
Fixed Income, Bloomberg, Equities, Corporate Actions, Mutual Funds, Derivatives, Securities, Asset Managment, Middle Office, Trading Systems, Market Data, Financial Services, Asset Management, Portfolio Management, Trading, Financial Markets

Education
City University of New York-Brooklyn College   1995 — 1999
Bachelors of Science, Finance

Ed Paulinski Ed Paulinski Greater New York City Area Details
Ed Paulinski's Citigroup Asset Management Experience October 2002 - January 2005
Job Portfolio Manager at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  June 2014 - Present
Western Asset Management  May 2012 - May 2014
Western Asset Management  January 2005 - May 2012
Citigroup Asset Management   October 2002 - January 2005

Skills
Bloomberg, Asset Management, Portfolio Management, Series 7, Separately Managed..., Fixed Income, Bonds

Education
Baruch College, City University of New York (CUNY)   2005 — 2007
MBA, Finance

State University of New York at New Paltz   1999 — 2002
Bachelor of Arts (BA), Economics

Rosemarie Kotula Rosemarie Kotula Greater New York City Area Details
Rosemarie Kotula's Citigroup Asset Management Experience May 1998 - December 2005
Job Director at Citigroup Asset Management
Industry Investment Management
Experience
Western Asset Management  January 2006 - Present
Citigroup Asset Management   May 1998 - December 2005
Consumers Distributing  1984 - 1988

Education
Kean University

Ashley Hancock Ashley Hancock Greater Los Angeles Area Details
Ashley Hancock's Citigroup Asset Management Experience 1996 - 2006
Job Manager of Cash Management & Performance at Western Asset Management
Industry Investment Management
Experience
Western Asset Management  May 2011 - Present
Western Asset Management  June 2006 - October 2011
Citigroup Asset Management   1996 - 2006

Skills
Fixed Income, Asset Managment, Equities, Bonds, Mutual Funds, Investments, Asset Allocation, Alternative Investments, Investment Management, Valuation, Performance Measurement, Relationship Management, Market Data, Cash Management, Middle Office

Education
University of the West of England   1991 — 1995
Bachelor's degree, Business Administration and Management, General

Haarlem Business School   1993 — 1994
International Business Management

Peter Stournaras Peter Stournaras Greater New York City Area Details
Peter Stournaras's Citigroup Asset Management Experience 1998 - 2006
Job Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock  October 2010 - Present
Northern Trust Global Investments  July 2006 - August 2010
Legg Mason  2005 - 2006
Citigroup  1998 - 2006
Citigroup Asset Management   1998 - 2006

Education
Rensselaer Polytechnic Institute   1991 — 1995

Columbia University - Columbia Business School

Denis Mangan Denis Mangan Greater New York City Area Details
Denis Mangan's Citigroup Asset Management Experience 2001 - 2005
Job Senior Treasury Advisor ADIA
Industry Financial Services
Experience
Abu Dhabi Investment Authority  February 2009 - Present
Fortis Investments  2005 - 2008
Citigroup Asset Management   2001 - 2005
Smith Barney Global Capital Management   1994 - 2001

Education
Columbia University in the City of New York   1978 — 1981
PhD, economics

Trinity College Dublin   1972 — 1976
BA, mathematics

David Ishibashi David Ishibashi San Francisco Bay Area Details
David Ishibashi's Citigroup Asset Management Experience November 1993 - April 2003
Job Executive Director at The Youth Success Network, LLC (TYSN)
Industry Investment Management
Experience
The Youth Success Network, LLC (TYSN)   January 2013 - Present
SMBC Securities Inc   September 2010 - July 2012
Barclays Capital  January 2009 - September 2010
Matthews International Capital Management  July 2006 - September 2007
Lazard Asset Management  July 2003 - July 2006
Citigroup Asset Management   November 1993 - April 2003
Citigroup Asset Mgmt   1993 - 2003
SG Warburg & Co   1990 - 1993
SG Warburg & Co   1990 - 1993
SG Warburg & Co   1990 - 1993

Education
California State University-Los Angeles   1975 — 1980
Bachelor of Arts (BA), Psychology/Child Developement

Lee Anderson Lee Anderson Providence, Rhode Island Area Details
Lee Anderson's Citigroup Asset Management Experience March 1999 - August 2000
Job Managing Principal at West Road Capital
Industry Investment Management
Experience
West Road Capital   August 2012 - April 2015
Elm Ridge Capital Managment   October 2005 - April 2012
Longbow Capital Partners LP   January 2004 - April 2005
Sanford C. Bernstein  September 2000 - December 2003
Citigroup Asset Management   March 1999 - August 2000
Goldman Sachs  December 1989 - December 1998

Skills
Hedge Funds, Private Equity

Education
Brown University   1983 — 1988
Bachelor of Arts (BA), Mathematics and Economics

James Henkel James Henkel Greater New York City Area Details
James Henkel's Citigroup Asset Management Experience 2003 - November 2005
Job HRIS Director at Legg Mason
Industry Financial Services
Experience
Legg Mason  November 2005 - Present
Citigroup Asset Management   2003 - November 2005
Citigroup (Global Corporate & Investment Bank)   2002 - 2003
Citigroup (Global Cash & Trade)   1998 - 2002
Citigroup (Global Cash & Trade)   1996 - 1998
Citigroup Mortgage  1993 - 1996
Citibank Point of Sale   1989 - 1993
Citibank Point of Sale   1988 - 1989

Skills
PeopleSoft, HRIS, Compensation, Analytics, Business Analysis, Performance Management, Databases, Management, Leadership, Analysis, Requirements Analysis, Process Improvement, Project Management, Strategic Planning, Forecasting, Data Analysis

Education
Iona College   1984 — 1988
BS, Computer Science

Ellen Cammer Ellen Cammer Greater New York City Area Details
Ellen Cammer's Citigroup Asset Management Experience June 1982 - December 2005
Job Product Specialist at Western Asset management
Industry Investment Management
Experience
Western Asset Management  Product SpecialistWestern Asset managementJanuary 2010 - Present
Citigroup Asset Management   June 1982 - December 2005

Education
Fordham Gabelli School of Business   1981 — 1984
MBA, Finance

Liberal Arts College   1973 — 1976
BFA, Fine Arts

Stephanie Whelan Stephanie Whelan Dallas/Fort Worth Area Details
Stephanie Whelan's Citigroup Asset Management Experience March 1999 - December 2001
Job Independent
Industry Human Resources
Experience
Gearbox Software  February 2009 - February 2010
New Benefits, Ltd.   2004 - 2008
Christian Herald   May 2002 - June 2004
Citigroup Asset Management   March 1999 - December 2001

Skills
Recruiting, Onboarding, Talent Acquisition, Employee Benefits, HR Consulting, Employee Relations, Applicant Tracking..., Video Games, Human Resources, Team Building, Management Development, Executive Coaching, Benefits Administration, Personnel Management, Training, Leadership, Management

Education
Baylor University   1994 — 1998
B.F.A.

Klein high school

Nula Gallagher Nula Gallagher Greater New York City Area Details
Nula Gallagher's Citigroup Asset Management Experience 2004 - 2005
Job Sr. Mkting. Ass. at New York Life Investment Mgmt
Industry Marketing and Advertising
Experience
New York Life Investment Mgmt  September 2015 - Present
E*TRADE Financial  2014 - 2015
Realogy Holdings Corp.  June 2013 - December 2013
Nula Gallagher Consultant   April 2010 - June 2013
Prudential Group Insurance  December 2011 - May 2012
Nula Gallagher Consulting   June 2011 - November 2011
Selective Insurance Company of America  November 2008 - March 2010
Merrill Lynch  September 2007 - November 2008
Nula Gallagher Consulting   February 2005 - September 2007
Citigroup Asset Management   2004 - 2005

Skills
Marketing Strategy

Education
Rutgers, Center for Management Development   2012 — 2012
Rutgers Mini-MBA, Digital Marketing Program

Iona College   1988 — 1992
BBA, Marketing

highschool   1983 — 1988

T. Glenn Johnston T. Glenn Johnston Greater Boston Area Details
T. Glenn Johnston's Citigroup Asset Management Experience 1997 - 2002
Job SVP Offshore Distribution at Fidelity Investments
Industry Banking
Experience
Fidelity Investments  September 2010 - January 2013
Citi  1997 - 2009
Citigroup Inc. - Global Consumer Group   2002 - 2004
Citibank Brasil   1997 - 2002
Citigroup Asset Management   1997 - 2002

Skills
Wealth Management, Mutual Funds, Asset Managment, Investments, Alternative Investments, Capital Markets, Portfolio Management, Equities, Fixed Income, Banking, Hedge Funds, Investment Advisory, Series 7, Risk Management, Derivatives, Securities, Financial Services, Asset Management, Financial Markets, Emerging Markets, Asset Allocation, Series 63

Education
New York University School of Law   1973 — 1976
JD, Law

Haverford College   1969 — 1973
BA, Political Science

Ramiro Ordonez Ramiro Ordonez Greater New York City Area Details
Ramiro Ordonez's Citigroup Asset Management Experience June 2004 - February 2006
Job Vice President of Engineering at Intelligent Markets
Industry Financial Services
Experience
Intelligent Markets  May 2012 - Present
Citigroup  September 2011 - August 2012
Barclays Capital  April 2010 - September 2011
Charles River Development  November 2008 - April 2010
Lehman Brothers  August 2008 - October 2008
Robeco Investment Management  February 2006 - May 2008
Citigroup Asset Management   June 2004 - February 2006
MONY Group  1998 - 2001

Skills
SDLC

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2002 — 2004
BS, Computer Science

Fordham University   1999 — 2002
BA, Mathematics

Regina Matson Regina Matson New York, New York Details
Regina Matson's Citigroup Asset Management Experience September 2004 - August 2006
Job Implementation Manager KYC Managed Service Org ID Americas at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters  July 2015 - Present
Interactive Data Corporation  October 2013 - November 2014
Thomson Reuters  September 2010 - August 2011
Rowayton farmers mkt   2009 - 2010
Morgan Stanley  July 2007 - November 2008
Morgan Stanley  September 2006 - July 2007
Citigroup Asset Management   September 2004 - August 2006
Citigroup  March 2000 - November 2000
Citigroup  January 1981 - December 1998

Skills
Market Data, Vendor Management, Bloomberg, Equities, Project Management, Electronic Trading, Financial Markets, Derivatives, Relationship Management, Capital Markets, Trading Systems, Fixed Income, Business Analysis, Integration, Financial Services

Education
Fordham University
B.A., Philosophy

Brian A. McLoughlin Brian A. McLoughlin Greater New York City Area Details
Brian A. McLoughlin's Citigroup Asset Management Experience 2005 - 2006
Job Senior Claims Specialist at Liberty International Underwriters
Industry Law Practice
Experience
Liberty International Underwriters  December 2014 - Present
Downing & Peck, P.C.   July 2010 - December 2014
MacKenzie Partners, Inc.   June 2008 - July 2010
Davidoff Malito & Hutcher  January 2009 - May 2009
O'Reilly, Marsh & Corteselli P.C.   September 2007 - January 2008
Legg Mason  June 2007 - August 2007
Citigroup Asset Management   2005 - 2006
Oppenheimer & Co. Inc.   2004 - 2004

Skills
Legal Research, Litigation, Legal Writing, Westlaw, Trials, Mediation, Management, Courts, Commercial Litigation, Civil Litigation, Appeals

Education
Touro College Jacob D. Fuchsberg Law Center   2006 — 2009
Juris Doctor, Cum Laude

Hofstra University
Bachelor of Business Administration (B.B.A.), International Business, Cum Laude

Richard Cochran Richard Cochran Greater New York City Area Details
Richard Cochran's Citigroup Asset Management Experience 1998 - 2002
Job Vice President and Tax Manager at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors  April 2008 - Present
TIAA-CREF  April 2002 - April 2008
Citigroup Asset Management   1998 - 2002
Deloitte  August 1988 - June 1998

Education
New York University   1986 — 1990
Master of Laws (LLM), Tax Law/Taxation

Columbia Law School   1982 — 1985
JD, Law

Columbia University in the City of New York   1982 — 1985
Doctor of Law (J.D.), Law

M Sonnenblick M Sonnenblick Greater New York City Area Details
M Sonnenblick's Citigroup Asset Management Experience April 2000 - March 2006
Job Managing Director, CoHead Investment Grade Research at AIG Asset Management
Industry Investment Management
Experience
AIG Asset Management  2011 - Present
Standard and Poor's  January 2010 - October 2011
HSBC Halbis   April 2006 - December 2008
Citigroup Asset Management   April 2000 - March 2006

Education
Colgate University

Colleen Cavanaugh Colleen Cavanaugh Greater New York City Area Details
Colleen Cavanaugh's Citigroup Asset Management Experience January 1997 - December 2005
Job Head of Liquidity Services/Western Asset Management
Industry Investment Management
Experience
Western Asset Management  December 2005 - Present
Project Renewal  2007 - Present
Citigroup Asset Management   January 1997 - December 2005

Skills
Fixed Income, Strategic Planning, Finance, Mutual Funds, Hedge Funds, Asset Allocation, Management, Bonds, Corporate Finance, Valuation, Risk Management

Education
Columbia University - Columbia Business School
MBA, Finance

Erin Brenner Erin Brenner San Francisco Bay Area Details
Erin Brenner's Citigroup Asset Management Experience March 2004 - May 2005
Job Financial Services, Asset Management
Industry Financial Services
Experience
Schroders  June 2006 - February 2014
Legg Mason  May 2005 - June 2006
Citigroup Asset Management   March 2004 - May 2005
Inviva/Jefferson National   June 2000 - May 2004
Medimetrix Consulting  September 1997 - May 2000

Skills
Hedge Funds, Portfolio Management, Wealth Management, Mutual Funds, Investments, Asset Management, Alternative Investments, Investment Strategies, Asset Allocation, Management, Financial Services

Education
Colby College   1993 — 1997
Bachelor’s Degree, International Studies, French

Paul Buzzallino Paul Buzzallino West Palm Beach, Florida Area Details
Paul Buzzallino's Citigroup Asset Management Experience January 2003 - December 2005
Job Regional Director at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management  June 2015 - Present
Legg Mason  December 2005 - May 2015
Citigroup Asset Management   January 2003 - December 2005
Hold Brothers Investment Services LLC   June 2000 - October 2002
AIG SunAmerica  January 1998 - June 2000
ING  September 1996 - December 1998

Skills
Mutual Funds, Series 7, Investments, Series 63, Asset Allocation, Wealth Management, Asset Management, Equities, Fixed Income, Retirement Planning, Alternative Investments, Securities

Education
Bryant University   1992 — 1996
BS, Business Administation

Yvette Rodriguez Yvette Rodriguez Miami, Florida Details
Yvette Rodriguez's Citigroup Asset Management Experience January 2000 - January 2002
Job Credit Analyst at Itau Private Bank International
Industry Banking
Experience
Itau Private Bank International   2010 - Present
HSBC Private Bank  June 2007 - June 2009
Citi Private Bank  May 2005 - June 2007
Citi Private Bank  March 2003 - May 2005
Citigroup Asset Management   January 2000 - January 2002

Skills
Banking, Portfolio Management, Credit, Risk Management, Loans, Finance, Private Banking, Credit Risk, Financial Services, Investments

Education
Florida International University
Liberal Arts Studies

Pontificia Universidad Católica Madre y Maestra   1997 — 2000
Industrial Engineering

Jerry Raio Jerry Raio Greater New York City Area Details
Jerry Raio's Citigroup Asset Management Experience July 2004 - August 2005
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  2005 - Present
Wells Fargo  2005 - 2009
Citigroup Asset Management   July 2004 - August 2005

Skills
Series 7, Alternative Investments, Asset Management, Bloomberg, Equities, Hedge Funds, Mutual Funds, Portfolio Management, Securities, Fixed Income, Wealth Management, Loan Origination, Series 63, Capital Markets, Asset Allocation, Investment Strategies, ETFs

Education
University at Albany, SUNY   1983 — 1987
BS, Finance

Hofstra University
Master of Business Administration (M.B.A.), Finance, General

Joanne Painter Joanne Painter Greater New York City Area Details
Joanne Painter's Citigroup Asset Management Experience 2004 - 2006
Job DBA/Project Leader
Industry Financial Services
Experience
GE Capital  September 2011 - Present
Legg Mason  August 2004 - September 2011
Citigroup Asset Management   2004 - 2006
Instinet Inc.   1999 - 2004
Lehman Brothers  1998 - 1999

Skills
Sybase, Disaster Recovery, Oracle, Perl, Unix Shell Scripting, Data Warehousing, SDLC, Databases, Trading Systems, Fixed Income, Solaris, Performance Tuning, SQL Tuning, SQL, Unix, Shell Scripting, Requirements Analysis, Software Project..., Business Analysis

Education
Fordham University   1997 — 1999
MS, Computer Science

Smith College   1993 — 1994
M.A., Special Education

Jay Gerken Jay Gerken Greater New York City Area Details
Jay Gerken's Citigroup Asset Management Experience 2001 - 2005
Job Independent Board Member
Industry Financial Services
Experience
Associated Banc-Corp  October 2014 - Present
Sanford C. Bernstein Fund, Inc.   July 2013 - Present
Legg Mason  2005 - 2013
Citigroup Asset Management   2001 - 2005
Smith Barney Asset Management  1993 - 2001
Shearson, Lehman, Hutton Inc.   1988 - 1993

Education
Harvard Business School Executive Education
Making Corporate Boards More Effective

Chartered Financial Analyst
CFA

Harvard Business School   1978 — 1979
MBA

Brown University   1969 — 1973
BA, History

Cynthia Y Wong Cynthia Y Wong Greater New York City Area Details
Cynthia Y Wong's Citigroup Asset Management Experience August 2004 - October 2005
Job VP Fiduciary Oversight Group at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank  March 2006 - Present
Citigroup Asset Management   August 2004 - October 2005
Citigroup Asset Management   March 2000 - July 2004
Citigroup Asset Management   October 1997 - February 2004
Bankers Trust Company  May 1996 - September 1997
Bank of America  September 1994 - March 1996
The Chase Manhattan Bank  October 1990 - August 1994

Skills
Fixed Income, Asset Managment, Portfolio Management, Securities, Financial Services, Equities, Asset Management, Risk Management, Capital Markets, Client Services

Education
City University of New York-Baruch College
BBA, Major - Finance/Minor - Accounting

Thomas Cassidy Thomas Cassidy Greater New York City Area Details
Thomas Cassidy's Citigroup Asset Management Experience October 2004 - December 2005
Job Senior Marketing Compliance Analyst at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors  May 2007 - Present
Legg Mason  December 2005 - April 2007
Citigroup Asset Management   October 2004 - December 2005
Morgan Stanley  October 1999 - October 2004
Morgan Stanley  May 1997 - October 1999
Seibert & Kasserman L   August 1995 - May 1997

Skills
Series 7, Investments, FINRA, Series 24

Education
City University of New York-Baruch College   2001 — 2006
MBA

State University of New York College at Brockport   1989 — 1994
Bachelor of Science (BS)

Jenifer Shapiro Jenifer Shapiro Washington D.C. Metro Area Details
Jenifer Shapiro's Citigroup Asset Management Experience April 2001 - May 2002
Job Manager, Valuation Services, Inc.
Industry Financial Services
Experience
Stout Risius Ross  January 2012 - February 2013
Valuation Services, Inc.   August 2006 - August 2010
UBS Global Asset Management  May 2002 - July 2003
Citigroup Asset Management   April 2001 - May 2002
Morgan Stanley  September 1999 - January 2001

Education
American University   2004 — 2006
MA, International Affairs

American University - Kogod School of Business   2004 — 2006
MBA, Finance

Tufts University   1995 — 1999
BA, International Relations

Scarborough High School   1991 — 1995
HS Diploma

David Glickman, CFA David Glickman, CFA Greater Chicago Area Details
David Glickman, CFA's Citigroup Asset Management Experience 2001 - 2004
Job Sector Head, International Healthcare at Calamos Investments
Industry Investment Management
Experience
Calamos Investments  April 2014 - Present
Mirae Asset Global Investments  September 2010 - April 2014
Sigma Capital Management   September 2009 - March 2010
Arcoda Capital Management   October 2007 - September 2009
Cumberland Associates  February 2004 - October 2007
Citigroup Asset Management   2001 - 2004

Skills
Portfolio Management, Investment Research, Hedge Funds, Asia Pacific, Investment Selection, US Equities, Emerging Markets, Investment Valuation, Chartered Financial..., Portfolio Managers, Asset Managment, Buy-side, Model Portfolio, Investment Strategies, Institutional Business...

Education
Harvard University   1997 — 2001
B.A., Economics

Miami Palmetto

Francesca Feulner Francesca Feulner Greater New York City Area Details
Francesca Feulner's Citigroup Asset Management Experience May 1995 - April 2004
Job Financial Services Professional
Industry Financial Services
Experience
Citigroup Asset Management   May 1995 - April 2004
Coopers & Lybrand, LLP   August 1994 - May 1995
The Dreyfus Corporation  November 1988 - August 1994
JM Pearlberg and Company, CPAs   May 1984 - November 1988

Skills
Mutual Funds, Mergers, Internal Controls

Education
Fairleigh Dickinson University   1981 — 1984
BS, Accounting

Meiyuan Ma Meiyuan Ma Greater New York City Area Details
Meiyuan Ma's Citigroup Asset Management Experience 1999 - 2004
Job AVP Corporate Controller’s Department at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  2005 - Present
Moody’s Investors Service  2004 - 2005
Citigroup Asset Management   1999 - 2004

Skills
PeopleSoft, Oracle Applications, Consolidation, Financial Statements, General Ledger, Financial Reporting, Hyperion HFM, Account Reconciliation, Variance Analysis, Internal Controls, Internal Audit, Monthly Close Process, Cash Flow

Education
City University of New York-Baruch College   1993 — 1998
Bachelor's Degree, Accounting

Lynda Ahl-Reilly Lynda Ahl-Reilly Greater New York City Area Details
Lynda Ahl-Reilly's Citigroup Asset Management Experience August 2000 - November 2002
Job Sr. Project Manager at MasterCard
Industry Financial Services
Experience
MasterCard  February 2014 - Present
MasterCard  March 2005 - Present
Citigroup Asset Management   August 2000 - November 2002

Skills
Visio, Business Continuity, Fraud, Project Management, Process Improvement, Security, Management, Program Management, Vendor Management, Administrative..., Concur, Payment Systems, Information Security, Lotus Notes

Education
Iona College
Bachelor of Science, Business Administration

Paul Espinosa Paul Espinosa San Francisco Bay Area Details
Paul Espinosa's Citigroup Asset Management Experience April 1999 - December 2005
Job Senior Analyst at Seafarer Capital Partners
Industry Financial Services
Experience
Seafarer Capital Partners   May 2014 - Present
Legg Mason  January 2006 - July 2012
Citigroup Asset Management   April 1999 - December 2005
J.P. Morgan Investment Management   September 1997 - March 1999
Salomon Brothers  July 1996 - July 1997

Skills
Valuation, Emerging Markets, Equity Research, Equities, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Financial Modeling, Bloomberg, Capital Markets, Fixed Income, Equity Valuation, Asset Management, Trading, Alternative Investments

Education
Brown University
B.A., Economics

Joe Pang Joe Pang Greater New York City Area Details
Joe Pang's Citigroup Asset Management Experience 2003 - 2004
Job Quality Control at Security Master and Pricing
Industry Financial Services
Experience
Fidelity Investments  February 2012 - Present
MSCI Inc.  October 2010 - Present
Deutsche Bank  September 2006 - September 2010
Cantor Fitzgerald  May 2004 - July 2006
Citigroup Asset Management   2003 - 2004

Skills
Fixed Income, Derivatives, Bloomberg, Equities, Settlement, Hedge Funds, Back Office, Corporate Actions

Education
Baruch College, City University of New York (CUNY)
B.B.A, Finance and Investment

Kwame Moses Kwame Moses Greater New York City Area Details
Kwame Moses's Citigroup Asset Management Experience July 2004 - December 2005
Job Compliance Officer at Legg Mason
Industry Financial Services
Experience
Legg Mason  January 2006 - Present
Citigroup Asset Management   July 2004 - December 2005

Skills
Securities, Equities, Asset Managment, Alternative Investments, Fixed Income, Series 24, AML, Series 7, Capital Markets, Hedge Funds, Investments, FINRA, Asset Management, Mutual Funds, Financial Services

Education
Iona College
M.B.A., Finance

Manhattanville College
BA, Biology

Cynthia Van Hise Cynthia Van Hise Orlando, Florida Area Details
Cynthia Van Hise's Citigroup Asset Management Experience 1999 - 2006
Job
Industry Investment Banking
Experience
Retired  Director Investment Management AnalysisLegg Mason2006 - 2009
Citigroup Asset Management   1999 - 2006
Citibank, NA  1986 - 1998

Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General

Baruch College
Bachelor of Business Administration (BBA), Marketing

Anthony Intelisano Anthony Intelisano Greater New York City Area Details
Anthony Intelisano's Citigroup Asset Management Experience March 2002 - January 2004
Job Marketing Services Manager at D'Artagnan
Industry Marketing and Advertising
Experience
D'Artagnan  December 2010 - Present
ConAgra Foods  December 2005 - August 2009
IntelliSpace  January 2004 - November 2005
CitiGroup Asset Management   March 2002 - January 2004
RIA division of Thomson Financial   August 1999 - March 2002
ESPN Classic  October 1997 - August 1999
Guilford Publications  July 1996 - August 1997
Association of Junior Leagues International  March 1993 - June 1996
General Society Library   September 1989 - August 1992
Onondaga County Public Library  February 1981 - September 1989

Skills
Advertising, Press Releases, Illustrator, Training, Brochures, Leadership, PowerPoint, Trade Shows, Logo Design, Layout, Photoshop, Marketing Communications, Marketing, Email Marketing

Education
Bryant & Stratton College   1983 — 1984
certificate, Accounting

Bob Johanson CFP, CIMA, CIMC Bob Johanson CFP, CIMA, CIMC Reno, Nevada Area Details
Bob Johanson CFP, CIMA, CIMC's Citigroup Asset Management Experience 1994 - 2005
Job Director, Portfolio Specialist at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments  2007 - Present
Legg Mason  2005 - 2007
Morgan Stanley Smith Barney  1995 - 2005
Citigroup Asset Management   1994 - 2005

Skills
Series 7, Series 63, Series 65, Mutual Funds, Wealth Management, Alternative Investments, Investment Strategies, Separately Managed...

Education
College for Financial Planning   1995 — 1996
CFP Accreditation, Financial Planning and Services

University of Washington   1973 — 1978
BA, English, Writing & Literature

James Lavallee James Lavallee Greater New York City Area Details
James Lavallee's Citigroup Asset Management Experience June 2002 - June 2006
Job Vice President at New Mountain Capital
Industry Venture Capital & Private Equity
Experience
New Mountain Capital  November 2008 - Present
Duff Capital Advisors  June 2008 - November 2008
Stone Harbor Investment Partners  June 2006 - June 2008
Citigroup Asset Management   June 2002 - June 2006

Education
Fairfield University   2005 — 2007
MBA, Finance

Quinnipiac University   1998 — 2002
BS, Finance and Computer Information Systems

Sandra Do Sandra Do New Hyde Park, New York Details
Sandra Do's Citigroup Asset Management Experience June 2004 - December 2005
Job APG Asset Management US, Inc.
Industry Financial Services
Experience
APG Asset Management US   September 2011 - Present
APG Asset Management US   July 2010 - September 2011
ABP Investments / APG Investments   December 2005 - July 2010
Citigroup Asset Management   June 2004 - December 2005
State Street Corporation  December 2001 - June 2004

Skills
Portfolio Management, Fund Administration

Education
Boston University   2001 — 2005
Masters, Financial Markets and Institutions

State University of New York at Buffalo   1993 — 1997
Bachelor of Arts, Economics

John Pau John Pau Newtown Square, Pennsylvania Details
John Pau's Citigroup Asset Management Experience February 1999 - December 2002
Job Senior Equity Analyst at DuPont Capital Management
Industry Investment Management
Experience
DuPont Capital Management  June 2009 - Present
Columbia Management  October 2007 - April 2009
U.S. Trust   August 2004 - September 2007
Clover Capital Management  July 2003 - July 2004
Citigroup Asset Management   February 1999 - December 2002
Sanford C. Bernstein & Company   June 1990 - January 1999
Bear, Stearns & Company, Inc   September 1987 - April 1990
First Manhattan Company   September 1986 - September 1987
Kemper Financial Services  July 1982 - September 1986
IBM World trade Corporation  January 1979 - January 1981

Skills
Fluent in Chinese..., Global research..., Excellent financial..., 30 years of investment..., Extensive experience in..., Proven ability to...

Education
Graduate School of Business, University of Chicago   1980 — 1982
Master of Business Administration degree, Finance and Marketing

Dartmouth College   1976 — 1979
Bachelor of Arts degree, Mathematics and Economics

Carol Festa Carol Festa Mattituck, New York Details
Carol Festa's Citigroup Asset Management Experience 2000 - 2006
Job Owner
Industry Farming
Experience
Self-employed  2011 - Present
Citigroup Asset Management   2000 - 2006
Smith Barney Asset Management  1997 - 2000
Smith Barney Inc.  1993 - 1997
Federal Reserve Bank of New York  1990 - 1993

Education
Hofstra University
BBA, International Business

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