Citigroup Asset Management

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Citigroup Asset Management Employees

Employee
Years
Job
Industry
Paul T. Rubens Paul T. Rubens San Mateo, California Details
Paul T. Rubens's Citigroup Asset Management Experience July 1997 - February 2000
Job Founder at Tamarack Research and Venture Partners LLC; COO, Decker & Co.
Industry Investment Management
Experience
Tamarack Research and Venture Partners LLC   August 2014 - Present
Decker & Co   May 2015 - Present
Franklin Templeton Investments  July 2010 - June 2014
Blackhorse Asset Management Pte. Ltd   February 2004 - July 2010
Banc One Investment Advisors  July 2002 - February 2004
Far Eastern Alliance Asset Management   March 2000 - June 2002
Citigroup Asset Management   July 1997 - February 2000
Alliance Capital Management  1991 - 1995
China Securities Investment Trust Corporation   July 1988 - February 1990

Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Emerging Markets, Investments, Investment Strategies, Private Equity, Due Diligence, Fixed Income, Asset Allocation, Investment Banking, Valuation, Investment Management, Venture Capital, Financial Modeling, Wealth Management, Trading, Derivatives, Asset Management, Capital Markets, Mutual Funds, Mergers & Acquisitions, Strategy, Finance, Management, Business Development, Risk Management, Financial Markets

Education
University of Southern California - Marshall School of Business   1995 — 1996
MBA, IBEAR Program, Int'l Business

Santa Clara University   1980 — 1984
Bachelor of Arts (BA), English/Writing

San Carlos High School   1976 — 1980
High School

Cheryl Pipia Cheryl Pipia Greater New York City Area Details
Cheryl Pipia's Citigroup Asset Management Experience 2002 - 2005
Job Head of Client Engagement & Business Development
Industry Financial Services
Experience
BNY Mellon  June 2014 - Present
City Chik on a Mission, 501 c3   January 2014 - Present
OppenheimerFunds  January 2011 - May 2014
Legg Mason  July 2002 - December 2010
Citigroup Asset Management   2002 - 2005

Skills
Strategic Planning, Business Development, Business Planning, Operational Excellence, Asset Management, Leadership, Mutual Funds, Series 7, Asset Managment, Non-profit Leadership, Marketing Strategy, Alternative Investments, Series 63, Retirement, Investments, Hedge Funds, Client Relations Skills, Superior Client Service, Separately Managed..., Team Leadership, Cross-functional Team..., Non-profit Volunteering, Philanthropy

Education
Lynchburg College   1992 — 1996
BA, Art History

Michael Walsh CFP® Michael Walsh CFP® Boulder, Colorado Details
Michael Walsh CFP®'s Citigroup Asset Management Experience March 1998 - February 2001
Job Managing Partner, CFP® at Juniper Wealth Advisors
Industry Financial Services
Experience
Juniper Wealth Advisors   July 2009 - Present
Smith Barney  February 2001 - July 2009
Citigroup Asset Management   March 1998 - February 2001
Nuveen Investments  July 1996 - June 1998

Skills
Investments, Mutual Funds, Financial Services, Financial Advisory, Retirement, Finance, Retirement Planning, Asset Allocation, Securities, Alternative Investments, Investment Strategies, High Net Worth...

Education
University of Michigan   1992 — 1996
BA, History

Evanston Township High School   1989 — 1992

Miranti Bumi Miranti Bumi Greater Chicago Area Details
Miranti Bumi's Citigroup Asset Management Experience February 2000 - June 2001
Job Senior Financial Analyst at Saint Joseph Health System
Industry Hospital & Health Care
Experience
KentuckyOne Health  December 2009 - April 2015
Ciena Corporation  March 2007 - May 2008
University of Illinois  January 2002 - December 2006
Citigroup Asset Management   February 2000 - June 2001
University of Indonesia  January 1999 - June 2000
Citibank Global Asset Management  September 1999 - October 1999

Skills
Financial Analysis, Financial Reporting, Forecasting, Accounting, Budgets, Process Improvement, Access, Analysis, Accounts Payable, Cost Accounting, Accounts Receivable, Account Reconciliation, Variance Analysis, General Ledger, Payroll, Finance, Financial Statements, Leadership, Software Documentation, Management, Portfolio Management, Data Analysis, Sarbanes-Oxley Act

Education
University of Illinois at Chicago   2001 — 2003
MBA, Finance, 5.0/5.0

University of Indonesia   1995 — 1999
Bachelor, Economics

Eric Slaughter Eric Slaughter Greater New York City Area Details
Eric Slaughter's Citigroup Asset Management Experience 2001 - 2004
Job Technical Support and Systems Administration
Industry Information Technology and Services
Experience
Freelance Computer & Consultancy Services  January 2009 - Present
NYPC Consulting Services   January 2004 - December 2008
Mizuho Bank  2004 - 2004
Citigroup Asset Management   2001 - 2004
Sr. Solaris Administrator   2000 - 2001

Skills
Unix Systems..., Windows Systems..., Computer Hardware, Computer Software, Network Administration, Technical Support, Helpdesk, Android / IOS, System Administration, Help Desk Support

Education
University of New Haven   1994 — 1995
Mechanical Engineering

Trumbull High School   1992 — 1992

Self Study
A+ and Network + certification

Carrie Gallaway, CFP® Carrie Gallaway, CFP® New York, New York Details
Carrie Gallaway, CFP®'s Citigroup Asset Management Experience July 1999 - January 2005
Job Managing DirectorWealth Management at Lebenthal Wealth Advisors
Industry Financial Services
Experience
Lebenthal Wealth Advisors  March 2014 - Present
Morgan Stanley  January 2005 - March 2014
Citigroup Asset Management   July 1999 - January 2005
DLJdirect  July 1998 - July 1999

Skills
Retirement Planning, Investments, Asset Allocation, Investment Advisory, Estate Planning, Strategic Financial..., Financial Analysis, Financial Planners, Financial Advisory, Portfolio Management, Wealth Management, Financial Services, Finance, 401k, Series 7, Wealth, Financial Planning

Education
Lehigh University   1994 — 1998
BS Finance

Pomfret School   1992 — 1994

Convent of the Sacred Heart   1981 — 1992

Bayley Davis Bayley Davis Greater New York City Area Details
Bayley Davis's Citigroup Asset Management Experience 2000 - 2005
Job Director, Senior Investment Specialist at ClearBridge Advisors, a Legg Mason Company
Industry Financial Services
Experience
ClearBridge Investments  January 2012 - Present
Morgan Stanley Smith Barney  2008 - January 2012
Citigroup  March 2007 - June 2008
Legg Mason Inc., Clearbridge Advisors group   December 2005 - April 2008
Citigroup Asset Management   2000 - 2005
Salomon Smith Barney Asset Management   1996 - 1999
Shearson Lehman Asset Management   October 1992 - 1995

Skills
Asset Management, Portfolio Management, Investments, Investment Strategies, Alternative Investments, Series 7, Asset Allocation, Investment Advisory, Asset Managment, Capital Markets, Series 63, Investment Management, Fixed Income, Financial Advisory, Hedge Funds, Strategy, Wealth Management, Mutual Funds, ETFs, Equities, Securities, Separately Managed..., Equity Research, Bloomberg, Trading, FINRA, Bonds, Series 24, Wealth Management..., Series 65, Equity Trading, High Net Worth..., Uniform Combined State..., Financial Services, Electronic Trading, Financial Markets, Fund Of Funds

Education
Michigan State University   1987 — 1991
Bachelor of Arts, Political Science, Economics

Christian Brothers Academy   1983 — 1987
high school degree

Connie Belush Connie Belush Greater New York City Area Details
Connie Belush's Citigroup Asset Management Experience January 2000 - March 2002
Job Property Management/Office Management
Industry Commercial Real Estate
Experience
FORSTONE MANAGEMENT ASSOCIATES, LLC   June 2009 - Present
RUBENSTEIN & GLAZER, LLC   December 2006 - May 2009
CCMS, LLC   March 2002 - March 2006
CITIGROUP ASSET MANAGEMENT   January 2000 - March 2002
GLEN J. BELUSH, CPA   July 1994 - July 1999
UNITED TECHNOLOGIES CORPORATION, NORDEN SYSTEMS INC   January 1985 - July 1994

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java

Education
Marymount College   1978 — 1982
Bachelor of Arts, ECONOMICS

Marymount College, Tarrytown, NY   1978 — 1982
Bachelor of Arts (B.A.), Economics

Justin Carlson Justin Carlson Greater New York City Area Details
Justin Carlson's Citigroup Asset Management Experience January 2002 - May 2004
Job Regional Sales Consultant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  2005 - Present
Citigroup Asset Management   January 2002 - May 2004

Skills
Sales, Sales Presentations, Customer Experience, Customer Retention, Sales Prospecting, Prospecting New Clients, Strategic Prospecting, New Business Development, Business Intelligence, Business Development, Customer Support

Education
Merrimack College   1994 — 1999
Bachelor of Science (B.S.), Finance, General

Troy Talamelli Troy Talamelli Greater New York City Area Details
Troy Talamelli's Citigroup Asset Management Experience September 2003 - March 2007
Job Internal Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors  August 2013 - Present
AXA Advisors  May 2012 - August 2013
Voya Investment Management  September 2009 - November 2011
Legg Mason  March 2007 - September 2009
Citigroup Asset Management   September 2003 - March 2007
American Skandia/Prudential  January 2000 - February 2003
Morgan Stanley Smith Barney  June 1998 - December 1999

Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Financial Services, Portfolio Management, Series 63, Asset Management, Asset Allocation, Retirement Planning, Equities, Fixed Income, Retirement, Securities, Separately Managed...

Education
Southern Connecticut State University   1994 — 1998
Bachelor of Science, Biology

Connecticut School of Broadcasting   2009 — 2009
Graduate, Television and Radio Communications

William Harnett William Harnett New York, New York Details
William Harnett's Citigroup Asset Management Experience June 2002 - January 2006
Job Director at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments  January 2011 - Present
Legg Mason Global Asset Management  January 2006 - January 2011
Citigroup Asset Management   June 2002 - January 2006

Skills
Investments, Equities, Portfolio Management, Alternative Investments, Wealth Management, Asset Management, Hedge Funds

Education
Syracuse University   1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services

Donte Boyd Donte Boyd Hawaii National Park, Hawaii Details
Donte Boyd's Citigroup Asset Management Experience April 1993 - August 2009
Job Retail Professional
Industry Retail
Experience
Gap Inc.  2010 - 2012
Citigroup asset management   April 1993 - August 2009

Education
UCLA Anderson School of Management   1990 — 1995
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Susan MIller Dorsey   1987 — 1990

John Mikhael John Mikhael Greater New York City Area Details
John Mikhael's Citigroup Asset Management Experience 2000 - 2003
Job Associate Director at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth  March 2013 - Present
Valic Financial Advisors  March 2011 - January 2013
Wells Fargo Advisors  January 2009 - March 2011
Banc of America Investments  2006 - 2009
Morgan Stanley Smith Barney  2000 - 2006
Citigroup Asset Management   2000 - 2003

Skills
Investments, Portfolio Management, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Finance, Trading, Strategic Financial..., Risk Management, Investment Strategies, Series 7, Investment Advisory, Fixed Income, Relationship Management, Financial Planning, Investor Relations, Retirement Planning, Financial Advisory, Estate Planning, Equities, Financial Services, Asset Managment, Mutual Funds, 401k, Retirement, Securities, Series 63, High Net Worth..., Hedge Funds, FINRA, Bonds, Options, Insurance, high-level relationship..., Investor Development, Client Retention and..., Multi Asset Class..., ETFs, Management, Due Diligence, Strategic Planning, Capital Markets, Investment Management, Bloomberg, Leadership, Envestnet, NetX360, Onboarding, Steetscape

Education
Rutgers, The State University of New Jersey-Newark   1993 — 2000

Rutgers, The State University of New Jersey-Newark

fabian calderon fabian calderon Orange County, California Area Details
fabian calderon's Citigroup Asset Management Experience 2001 - 2003
Job Account Executive at ValChris Investments, Inc.
Industry Financial Services
Experience
Val-Chris Investments, Inc.   December 2014 - Present
Direct Federal Mortgage Inc   May 2005 - Present
LENDING TREE LOANS  2005 - 2007
UBS FINANCIAL SERVICES, INC.   2003 - 2004
Citigroup Asset Management   2001 - 2003

Skills
Mortgage Lending, Investments, Residential Homes, Real Estate Economics, Loans, Real Estate, Investment Properties, Investors, Due Diligence, Real Estate Transactions, Disposition, Real Estate Development, Asset Managment, Asset Management, Commercial Lending, Real Estate Financing, Finance, Private Equity, Loan Origination, Credit, Commercial Mortgages, Residential Mortgages, Underwriting, Property, Commercial Real Estate, Brokerage, Construction Loans, Foreclosures, Referrals, Financial Structuring, Banking, FHA, Mortgage Banking, Refinance, Funding, Venture Capital, REO

Education
University of California, Riverside   1992 — 1995
BA, Economics

giancarlo montufar giancarlo montufar San Francisco Bay Area Details
giancarlo montufar's Citigroup Asset Management Experience June 2003 - August 2003
Job Head of Merchandise at HK Army Clothing
Industry Information Technology and Services
Experience
HK Army Clothing   March 2011 - Present
Advanced Computer Solutions  June 2005 - Present
Jefferies Babson Finance LLC   May 2004 - August 2004
Citigroup Asset Management   June 2003 - August 2003

Education
University of La Verne
BA, Economics

Chris Kohrmann Chris Kohrmann Charlotte, North Carolina Area Details
Chris Kohrmann's Citigroup Asset Management Experience October 2004 - November 2005
Job Charlotte NC
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
The place that probably has your 401k   September 2013 - August 2015
UBS  September 2010 - May 2013
UBS  December 2006 - March 2010
UBS Financial Services  January 2007 - January 2008
UBS Financial Services  December 2006 - January 2007
Credit Suisse Asset Management  January 2005 - October 2006
Citigroup Asset Management   October 2004 - November 2005
Prudential Financial  January 1996 - January 2004
Prudential Investments  January 2001 - January 2002

Education
State University of New York College at Oneonta
BA, Interdisciplinary Studies

Jonathan Huang Jonathan Huang Greater New York City Area Details
Jonathan Huang's Citigroup Asset Management Experience June 2003 - January 2004
Job VP Investor Relations & Treasury
Industry Media Production
Experience
Avid Technology  July 2015 - Present
MakeMyTrip.com  June 2010 - June 2015
Hertz  June 2008 - June 2010
Hertz  May 2006 - May 2008
AT&T  January 2004 - February 2005
Citigroup Asset Management   June 2003 - January 2004
Citigroup Asset Management   May 2002 - May 2003

Skills
Investor Relations, Financial Analysis, IPO, Capital Markets, Corporate Communications, Competitive Analysis, Risk Management, Cash Management, New Business Development, Corporate Finance, Treasury, Strategy, Accounting, Fixed Income, Finance, Executive Management, Financial Modeling, Valuation, Equities, Business Strategy, Financial Reporting

Education
Rutgers, The State University of New Jersey-Newark   2005 — 2006
MBA, Finance & Accounting

The College of New Jersey   1998 — 2002
B.S., Finance & Economics

Heather Dahill Heather Dahill Greater New York City Area Details
Heather Dahill's Citigroup Asset Management Experience July 1997 - 2003
Job Director and U.S Head of Content & Social, Citi Global Consumer Marketing at Citi
Industry Financial Services
Experience
Citi  January 2015 - Present
Citi  February 2012 - December 2014
Citi  January 2010 - December 2014
Citi  2005 - 2009
Citi  2003 - 2004
Citigroup Asset Management   July 1997 - 2003

Skills
Website Development, Content Strategy, Content Marketing, Business Strategy, Strategic Design, Email Marketing, Digital Marketing, Management, CRM, Team Leadership, Strategic Partnerships, Cross-functional Team..., Digital Strategy, Strategic Planning, Social Media Marketing, Strategy, Program Management, Social Media, Marketing, Marketing Strategy, Social Media Strategist, Leadership, Financial Services, Integrated Marketing, Sales

Education
Pace University   1990 — 1994
Bachelor of Arts (B.A.), Economics

Bernie Colson Bernie Colson Greater New York City Area Details
Bernie Colson's Citigroup Asset Management Experience July 2001 - July 2004
Job Managing Director
Industry Investment Banking
Experience
Oppenheimer & Co.   July 2013 - Present
Global Hunter Securities  February 2012 - July 2013
Oppenheimer & Co.   April 2010 - February 2012
Tortoise Capital Advisors  September 2007 - January 2010
Waddell & Reed  August 2004 - June 2006
Citigroup Asset Management   July 2001 - July 2004
OppenheimerFunds  May 2000 - August 2000

Skills
Valuation, Financial Modeling, Equity Research, Equities, Investments, Fixed Income, Portfolio Management, Management, Due Diligence, Asset Management, Capital Markets, Competitive Analysis, Financial Reporting, Trading, Energy Industry, Closed-end Funds, Hedge Funds, Finance, Investment Banking, Bloomberg, Securities, Mutual Funds, Alternative Investments, Private Equity, Energy, Corporate Finance, Business Development, Analysis, Documentations, Forecasting, Mergers & Acquisitions, Financial Analysis, Industry Analysis, People Management, Legal Documentation, IPO, Series 7, Series 63, Series 86, Series 87, Investment Management

Education
London Business School   2001 — 2001
MBA Exchange, Finance and Accounting

University of Michigan - Stephen M. Ross School of Business   1999 — 2001
MBA, Finance and Accounting

Yale University   1992 — 1996
BA, Sociology

Topeka High School   1988 — 1992

Jon Ambos Jon Ambos Greater New York City Area Details
Jon Ambos's Citigroup Asset Management Experience 2002 - 2005
Job BuySide Operational Leader and Advisor, Change Agent, Driver of Process Improvements and Efficiencies through STP
Industry Investment Management
Experience
PwC  April 2015 - Present
Citi  June 2008 - July 2014
Credit Suisse Asset Management  September 2007 - March 2008
Deutsche Asset Management  October 2005 - September 2007
Citigroup Asset Management   2002 - 2005
Wealthplace   2001 - 2002
DLJ  1999 - 2001
Chase Securities  1996 - 1999
Seneca Capital  1996 - 1998
Hamilton Partners LP   1993 - 1996

Education
New York University - Leonard N. Stern School of Business   1988 — 1990
MBA, Finance, General

Wharton School, University of Pennsylvania   1984 — 1987
BBA, Accounting

Steve Ellenberg Steve Ellenberg Greater New York City Area Details
Steve Ellenberg's Citigroup Asset Management Experience November 2004 - August 2005
Job Index License Manager (ILM) Product Manager & Professional Services Senior Consultant at MDSL
Industry Information Technology and Services
Experience
MDSL  January 2012 - Present
BNY Mellon  June 2011 - August 2011
Credit Suisse  October 2005 - March 2011
Citigroup Asset Management   November 2004 - August 2005
Morgan Stanley  January 1997 - May 2003
Tudor Software (subsidiary of Tudor Investment Corporation)   June 1995 - March 1996
First Boston Corporation  April 1994 - June 1995
Telekurs (NA) now SIX Financial Information   January 1992 - April 1994

Education
New York University
BA, Economics, Information Technology

Lori Grotto Lori Grotto St. Cloud, Minnesota Area Details
Lori Grotto's Citigroup Asset Management Experience 2002 - 2003
Job Receptionist/Administrative Assistant at Proviant Group, An Ameriprise Private Wealth Advisory Practice
Industry Consumer Services
Experience
Ameriprise Financial Services, Inc.   April 2012 - Present
Millbrook Custom Cabinetry   2005 - 2009
Pound Associates   2003 - 2005
Citigroup Asset Management   2002 - 2003
CSC  2000 - 2002
Chemtura (formerly Crompton Corporation)   1996 - 2000
Alcoa  October 1989 - March 1995

Skills
Administrative Support, Calendars, Outlook, Expenses, Typing, Confidentiality, Word, Excel, PowerPoint, Scheduling, Microsoft Office, Internet Explorer, Time Management, Microsoft Office 2007, Mac OS, Reception

Education
Litchfield Senior High

St. Cloud State University
Associates of Arts

Bradley Finkle Bradley Finkle Greater New York City Area Details
Bradley Finkle's Citigroup Asset Management Experience 1996 - 2004
Job Managing Director, Head of Public Markets (MFs and VAs) Business at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  March 2015 - Present
TIAA-CREF  December 2007 - March 2015
OppenheimerFunds  September 2004 - November 2007
Citigroup  August 1996 - September 2004
Citigroup Asset Management   1996 - 2004
Gruntal & Co  1995 - 1996

Skills
Investments, Series 7, Mutual Funds, Alternative Investments, Series 63, Fixed Income, Equities, Asset Managment, Asset Allocation, Wealth Management, Securities, Portfolio Management, Separately Managed...

Education
New York University   2000 — 2002
MBA, Finance

New York University - Leonard N. Stern School of Business   2000 — 2002
MBA, Finance

University of Wisconsin-Madison   1991 — 1995
Bachelor of Business Administration, Accounting

Hong Loh Hong Loh Greater New York City Area Details
Hong Loh's Citigroup Asset Management Experience 2004 - 2005
Job Senior Technology Executive Application Development, Engineering & Architecture
Industry Financial Services
Experience
T. Rowe Price  September 2013 - Present
Fastinnotrans - Innovation and Transformation Services   January 2012 - September 2013
Legg Mason Technology Services  2005 - January 2012
Legg Mason Technology Services  2005 - January 2012
Citigroup Asset Management   2004 - 2005
JP Morgan Asset Management  2000 - 2004
Deutsche Bank  1998 - 2000
Bankers Trust Company  1981 - 2000

Skills
Enterprise Architecture, Integration, IT Strategy, Enterprise Software, Management, SDLC, Strategy, Vendor Management, Financial Services, Business Analysis, Software Project..., Project Portfolio..., Mergers & Acquisitions, Business Intelligence, Solution Architecture, Project Management, Data Warehousing, PMO, Outsourcing, IT Management

Education
University of Leeds
BSc, Physics & Electronic Engineering

University of Wales, Cardiff
MSc, Management & Technology

Anne Marie Foran Anne Marie Foran Greater New York City Area Details
Anne Marie Foran's Citigroup Asset Management Experience 2004 - 2005
Job Business Intelligence Specialist
Industry Information Technology and Services
Experience
Legg Mason  March 2014 - Present
Morgan Stanley  July 2012 - December 2013
Diageo  January 2012 - July 2012
Federal Home Loan Bank of New York  June 2011 - September 2011
New York Life Insurance Company  2010 - 2011
UBS Investment Bank  2009 - 2010
Legg Mason  2005 - 2008
Citigroup Asset Management   2004 - 2005
Citigroup Asset Management   2002 - 2004
Morgan Stanley  1999 - 2002

Skills
Business Intelligence, Business Objects, Oracle, SQL, Web Intelligence, Process Scheduler, WebIntelligence

Education
Manhattan College
BS

Pace University
MBA

University of Illinois at Urbana-Champaign
MS (80% complete)

Nicole Saucier Nicole Saucier Greater New York City Area Details
Nicole Saucier's Citigroup Asset Management Experience November 2000 - July 2002
Job Fixed Income TraderBuyside
Industry Investment Management
Experience
General Motors  January 2011 - July 2013
Allianz Global Investors  March 2008 - December 2010
Western Asset Management  July 2002 - March 2008
Citigroup Asset Management   November 2000 - July 2002
Citigroup Asset Management   March 1999 - November 2000
Alliance Capital Management  July 1996 - March 1999
Fidelity Investments  July 1995 - July 1996

Skills
Fixed Income, Portfolio Management, Bonds, Trading, Investments, Mutual Funds, Trading Systems, Investment Strategies, High Yield, MBS, ABS, Separately Managed..., Equities, Asset Management, Series 7, Hedge Funds

Education
University of Massachusetts Boston   1991 — 1995
Bachelor of Science, Business Administration; Accounting and Finance

Margaret Daniels Margaret Daniels Lexington, Kentucky Area Details
Margaret Daniels's Citigroup Asset Management Experience October 2003 - May 2006
Job Wealth Management Advisor with TIAACREF
Industry Financial Services
Experience
TIAA-CREF  July 2015 - Present
PNC Wealth Management  March 2013 - July 2015
PNC Capital Markets, LLC  March 2008 - March 2013
Western Asset Management  May 2006 - March 2008
Citigroup Asset Management   October 2003 - May 2006

Skills
Fixed Income, Banking, CRM, Asset Management, Bloomberg, Wealth Management, Capital Markets, Sales Presentations, Product Launch, Consultative Approach, Customer Retention, Portfolio Performance..., Strategic Thinking, Closing Deals

Education
University of Kentucky   1999 — 2003
Bachelor, Marketing and Merchandising

Paul J. Tiao Paul J. Tiao San Francisco Bay Area Details
Paul J. Tiao's Citigroup Asset Management Experience April 1998 - June 2005
Job Real Estate and Business Advisor
Industry Real Estate
Experience
J. Rockcliff   September 2009 - Present
US Small Business Administration  June 2007 - Present
Arcsource   January 2008 - February 2009
Legg Mason  June 2005 - May 2007
Citigroup Asset Management   April 1998 - June 2005
Smith Barney  May 1993 - April 1998
Shearson Lehman Brothers  December 1990 - May 1993

Skills
Start-ups, Asset Managment, Investments, Real Estate, Leadership, Sellers, Mergers & Acquisitions, Strategic Planning, Strategy, Marketing, Entrepreneurship, Marketing Strategy, Portfolio Management, Management

Education
University of California, Berkeley   1986 — 1990

California Department of Real Estate   2009 — 2009
Licensed Realtor

The Coaches Training Institute   2007 — 2008

Harsha Meda Harsha Meda Warren, New Jersey Details
Harsha Meda's Citigroup Asset Management Experience January 2005 - August 2005
Job Sr. Programmer/ Analyst at Verizon Wireless
Industry Wireless
Experience
Verizon Wireless  May 2013 - Present
Verizon Wireless  April 2010 - February 2013
Spica Solutions Inc   January 2006 - December 2010
ASCAP  September 2005 - March 2010
citigroup asset management   January 2005 - August 2005
UMKC  January 2003 - March 2004
Marami Infotech   January 2001 - August 2002

Skills
Data Warehousing, Entrepreneur, Data Mining, PL/SQL, Business Analysis, Software Development, Visio, SDLC, Oracle SQL, Datastage, SQL Tuning, Oracle PL/SQL..., Unix, Unix Shell Scripting, AccuRev

Education
University of Missouri-Kansas City   2002 — 2005
Master's degree, Computer Science

Shadan College of Engineering and Technology   1998 — 2002
BS, Computer Science

Ideal Junior College

Diane Landau Diane Landau Greater New York City Area Details
Diane Landau's Citigroup Asset Management Experience May 2003 - December 2005
Job Senior Controller at Solar Capital Ltd
Industry Financial Services
Experience
Solar Capital Ltd  December 2012 - Present
Apollo Investment Corp.   February 2007 - December 2012
Legg Mason Asset Management  December 2005 - February 2007
Legg Mason  2005 - 2007
Citigroup Asset Management   May 2003 - December 2005
Citigroup Asset Management   July 2001 - May 2003
Oppenheimer Capital  February 1986 - June 1999

Skills
Equities, Fixed Income, Asset Management, Mutual Funds, Accounting, Asset Managment, Hedge Funds, Capital Markets, Financial Reporting, Financial Analysis, Due Diligence, Fund Accounting, Alternative Investments, Financial Markets, Account Reconciliation, Securities, Middle Office, Financial Services

Education
City University of New York-Queens College   1981 — 1986
BA, Accounting and Information Systems

Kerry Ryan Kerry Ryan Stamford, Connecticut Details
Kerry Ryan's Citigroup Asset Management Experience January 2005 - January 2006
Job Director, Head of Digital Experience at Legg Mason
Industry Financial Services
Experience
Legg Mason  July 2013 - Present
Legg Mason  May 2011 - July 2013
Legg Mason  January 2006 - May 2011
Citigroup Asset Management   January 2005 - January 2006
Citigroup Asset Management   September 2000 - January 2005
Citigroup Asset Management   July 1999 - September 2000
Morris Capital Markets Communications   June 1998 - June 1999
Evans & Company   September 1994 - September 1997
Thomson Financial  March 1993 - September 1994

Skills
Marketing Strategy, Investor Relations, Strategic Planning, Public Relations, Series 7, Wealth Management, Social Media, Social Media Marketing, Marketing Communications, Editorial, Writing, Budgeting, Budget Management, Digital Marketing, Project Planning, Value Propositions, Email Marketing, Advertising, Marketing Research, Product Marketing, Promotions, Website Promotion, Social Promotion, Promotional Copy, Customer Insight, Customer Experience, Professional..., Professional..., Training, Project Management, P&L Responsibility, Financial Literacy..., Event Management, Video Production, Ghostwriting, SEM, Multi-channel Marketing, Strategy

Education
New York University - School of Continuing Education   1996 — 1999

Stonehill College   1987 — 1991
BA

Richmond, The American International University in London   1990 — 1990

Bronxville School   1983 — 1987

Kimberly Terrenoire, CFA Kimberly Terrenoire, CFA Greater New York City Area Details
Kimberly Terrenoire, CFA's Citigroup Asset Management Experience 1999 - 2002
Job Institutional Sales at FactSet Research Systems Inc.
Industry Financial Services
Experience
FactSet  July 2014 - Present
Department of Social Services, Town of Greenwich, CT   2005 - 2011
Opatrny Investment Partners   2007 - 2008
NTC Group Inc.   2005 - 2007
Citigroup Asset Management   1999 - 2002
TRW, Inc.   1997 - 1999
TRW, Inc.   1995 - 1997
TRW  1991 - 1995

Skills
M&A experience, Investments, Private Equity, Due Diligence, Portfolio Management, Strategy, Corporate Development, Valuation, Corporate Finance, Mergers, Divestitures, Financial Modeling, Business Valuation, Acquisition Integration, Management Consulting, Operations Management, Business Analysis, Business Strategy, Financial Analysis, Process Improvement, Mergers & Acquisitions

Education
The University of Chicago - Booth School of Business   1994 — 1997
Master of Business Administration (MBA), Finance and International Business

Universitat St. Gallen (Switzerland)   1996 — 1996
International Study Program, Business and The European Community

Purdue University   1983 — 1987
Bachelor of Science (BS), Industrial Engineering

Patrick McDonnell Patrick McDonnell New York, New York Details
Patrick McDonnell's Citigroup Asset Management Experience 2001 - 2006
Job Institutional Business Development
Industry Investment Management
Experience
PIMCO  August 2012 - July 2015
Investec Asset Management  September 2008 - August 2012
Investec Asset Management  July 2006 - August 2008
Citigroup Asset Management   2001 - 2006
SEI Investments de Mexico   1998 - 2001
SEI Investments  1995 - 1998

Skills
Asset Managment, Hedge Funds, Alternative Investments, Equities, Investments, Fixed Income, Investment Management, Asset Allocation, Investment Strategies, Portfolio Management, Mutual Funds, Wealth Management, Fund Of Funds, Emerging Markets, Private Equity, Relationship Management, Pensions, Asset Management, Financial Services, Investment Advisory, Financial Markets, Pension Funds, Financial Advisory, Institutional..., Equity Research

Education
University of Notre Dame - Mendoza College of Business   1993 — 1995
MBA

North Carolina State University   1985 — 1989
BA, Economics and Business Management

Michael McElroy Michael McElroy Boston, Massachusetts Details
Michael McElroy's Citigroup Asset Management Experience June 2000 - December 2005
Job Investment Director at Wellington Management Company LLP
Industry Investment Management
Experience
Wellington Management Company LLP  November 2013 - Present
Batterymarch Financial Management  January 2006 - November 2013
Citigroup Asset Management   June 2000 - December 2005
Independence Investment Associates  August 1991 - May 2000

Skills
Equities, Asset Managment, Portfolio Management, Alternative Investments, Investment Management, Investments, Equity Research, Fixed Income, Asset Allocation, Asset Management, Hedge Funds

Education
MIT   1989 — 1991
Master of Science (MS), Transportation Planning

MIT Sloan School of Management   1989 — 1991
Master of Science (MS), Management

MIT   1983 — 1987
Bachelor of Science (BS), Applied Mathematics

David Shagawat David Shagawat Sparta, New Jersey Details
David Shagawat's Citigroup Asset Management Experience June 2004 - August 2005
Job Director, Compliance Officer at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc.   February 2014 - Present
Epoch Investment Partners  January 2013 - February 2014
AXA Equitable Funds Management Group, LLC   August 2011 - January 2013
AXA Equitable  May 2007 - August 2011
AXA Equitable  August 2005 - May 2007
Citigroup Asset Management   June 2004 - August 2005
Alliance Capital Management  April 2002 - June 2004
Alliance Capital Management  January 1999 - March 2002
Alliance Capital Management  January 1998 - December 1998
Alliance Capital Management  June 1997 - December 1997

Skills
Investment Advisers Act, Investment Company Act, Securities, Mutual Funds, Risk Management, Investment Advisory, Financial Services, Operational Risk..., Due Diligence, Asset Managment, Financial Risk, Bloomberg, Portfolio Management, Asset Management, Financial Analysis, Investments, Equities

Education
Montclair State University
BS, Business Administration; Double Concentration Accounting and Finance

Marc Tedaldi Marc Tedaldi Greater New York City Area Details
Marc Tedaldi's Citigroup Asset Management Experience April 2004 - May 2006
Job Agent at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance  December 2012 - Present
State Farm Insurance  March 2012 - Present
Legg Mason  May 2008 - March 2012
Legg Mason  May 2006 - May 2008
Citigroup Asset Management   April 2004 - May 2006
Smith Barney  May 2001 - April 2004

Skills
Asset Allocation, Investments, Mutual Funds, Retirement Planning, Series 63

Education
Saint John's University - Peter J. Tobin College of Business   1994 — 1998
BS, Finance

Cassandra Snyder Cassandra Snyder Greater New York City Area Details
Cassandra Snyder's Citigroup Asset Management Experience March 2004 - December 2005
Job Vice President, National Accounts at Legg Mason
Industry Financial Services
Experience
Legg Mason  February 2013 - Present
Legg Mason  April 2009 - January 2013
Legg Mason  February 2007 - March 2009
Legg Mason  January 2006 - January 2007
Citigroup Asset Management   March 2004 - December 2005
Gap Inc.  2002 - 2003
Macy's Herald Square (New York, NY)   1999 - 2002
Lord & Taylor  1998 - 1999
Macy's  1996 - 1998

Skills
Series 63, Series 7, Separately Managed..., Asset Allocation, Mutual Funds, Series 24, Asset Management, 529 Plans, Relationship Management

Education
State University of New York College at Oswego   1992 — 1996
Bachelor of Science, Marketing

Half Hollow Hills High School East

Allyson (LaGreco) Hulsmann Allyson (LaGreco) Hulsmann Greater New York City Area Details
Allyson (LaGreco) Hulsmann's Citigroup Asset Management Experience January 2005 - September 2005
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  November 2013 - Present
Morgan Stanley Smith Barney  August 2005 - October 2013
Yoga Effects   April 2008 - August 2010
Citigroup Asset Management   January 2005 - September 2005

Skills
Hedge Funds, Equities, Fixed Income, Asset Management, Alternative Investments, Management, Series 7, Investments, Portfolio Management, Financial Services

Education
State University of New York College at Cortland   1998 — 2002
Bachelors, Health Science

State University of New York College at Cortland   1998 — 2002
Bachelor's degree, Health Services/Allied Health/Health Sciences, General

Mike LaPointe Mike LaPointe Stamford, Connecticut Details
Mike LaPointe's Citigroup Asset Management Experience May 2004 - March 2006
Job Financial Professional
Industry Financial Services
Experience
American Century Investments  December 2012 - September 2013
Alpine Funds   December 2011 - June 2012
Legg Mason  March 2010 - December 2011
Legg Mason  March 2006 - March 2010
Citigroup Asset Management   May 2004 - March 2006
Bear Stearns  May 2002 - May 2004
Smith Barney  August 2000 - May 2002

Skills
Separately Managed..., Series 63, Series 7, Mutual Funds, Series 65, Uniform Combined State..., Series 6, ETFs, Alternative Investments, Wealth Management, Securities, Retirement Planning

Education
State University of New York College at Cortland   1997 — 2000
Business Economics, Financial Management Concentration, Mathematics Minor

St. Bonaventure University   1996 — 1997
Mathematics

Jonathan Flitt Jonathan Flitt Greater New York City Area Details
Jonathan Flitt's Citigroup Asset Management Experience 2000 - 2004
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  February 2015 - Present
KineticFolio   July 2014 - February 2015
Citigroup  May 2005 - July 2014
Citigroup Asset Management   2000 - 2004
Smith Barney  1996 - 2000
Smith Barney  1993 - 1996

Skills
Product Management, Leadership, Team Building, Fixed Income, Equities, Portfolio Management, Financial Services, Mutual Funds, Hedge Funds, Series 7, Wealth Management, Alternative Investments, Securities, Asset Management, Capital Markets, Asset Managment, Middle Office, Trading Systems, Investment Management, Asset Allocation, Relationship Management, Bonds, Investment Banking, Investment Strategies, SDLC, Banking, Trading, ETFs, Options, Investments, Back Office, Investment Advisory, Financial Markets, Electronic Trading, Strategy, Vendor Management

Education
New York University - Leonard N. Stern School of Business   1996 — 2000
MBA, Finance

State University of New York at Albany   1989 — 1993
Bachelor of Science (BS), Finance and Marketing

Scott Taft, CIMA® Scott Taft, CIMA® Dallas/Fort Worth Area Details
Scott Taft, CIMA®'s Citigroup Asset Management Experience April 2004 - August 2006
Job Vice President, Regional Director at Legg Mason
Industry Investment Management
Experience
Legg Mason  April 2014 - Present
Legg Mason  April 2009 - April 2014
Legg Mason (including predecessor firm Citigroup Asset Management)   December 2007 - April 2009
Trust Company of the West  August 2006 - December 2007
Citigroup Asset Management   April 2004 - August 2006
Strong Investments  July 2000 - April 2004

Skills
Web Presence, Online Marketing, Value Proposition..., Public Speaking, Mutual Funds, Separately Managed..., Fund Of Funds, Social Media Marketing, Online Presence, Client Acquisition, Client Retention, Client Relationship..., Prospect Research, Client Service, Relationship Marketing, Visibility, SEO, Website Building, Website Promotion, Wholesaling, Small Business

Education
Texas Christian University   1993 — 1998
Bachelor of Arts (B.A.), Management

Grapevine High School   1990 — 1993

Joseph Villamagna, MBA Joseph Villamagna, MBA Greater Philadelphia Area Details
Joseph Villamagna, MBA's Citigroup Asset Management Experience May 2004 - March 2005
Job IRA and Retirement plans
Industry Insurance
Experience
J.P. Morgan   July 2012 - Present
The Home Depot  October 2010 - April 2012
ING USA  April 2007 - January 2009
Prudential Financial Co   February 2005 - July 2006
AXA Equitable  2006 - 2006
Citigroup Asset Management   May 2004 - March 2005
John Hancock, formaly known as Manulife   January 1998 - May 2004
manulife wood logan  1996 - 2004
John Hancock, formaly known as Manulife   March 1996 - January 1998
MCS Canon  August 1989 - March 1993

Skills
Annuity marketing..., educating investment..., Public Speaking, Retirement Solutions, Annuities, Excellent communication..., Goal-oriented, Strong client relations, Strong organizational..., Retirement, Estate Planning, Fixed Annuities, Retirement Planning, Mutual Funds, Investments, IRAs, Variable Annuities, Goal Oriented, Life Insurance, Financial Services, Wealth Management, Sales, 401k, Insurance

Education
Iona College   1995 — 2000
MBA, Finance

Syracuse University   1986 — 1989
BA, General Management & Political Science

Pelham Mem. HS

Tatjana Kudla Tatjana Kudla San Francisco Bay Area Details
Tatjana Kudla's Citigroup Asset Management Experience March 2000 - April 2002
Job Senior Digital Marketing Manager | Program Manager | SEM | SEO | Social | Mobile Apps | Content
Industry Information Technology and Services
Experience
eBay Inc  February 2013 - Present
Dell  September 2010 - January 2013
Dell  October 2008 - July 2010
Dell, Inc.   July 2007 - October 2008
Dell, Inc.   May 2006 - July 2006
AXA Investment Managers  May 2003 - April 2005
AXA Investment Managers  April 2002 - May 2003
Citigroup Asset Management   March 2000 - April 2002
Fidelity Investments  May 1999 - March 2000

Education
Michigan State University - The Eli Broad College of Business   2005 — 2007
Master of Business Administration (MBA)

Ruhr-Universität Bochum
Master of Arts (MA)

Xiaoyu Liu Xiaoyu Liu Greater New York City Area Details
Xiaoyu Liu's Citigroup Asset Management Experience 2002 - 2004
Job Portfolio Manager: US, International Equities
Industry Investment Management
Experience
Deutsche Asset and Wealth Management  2011 - 2014
Columbia Threadneedle Investments, US  2007 - 2011
U.S. Trust   2004 - 2007
Citigroup Asset Management   2002 - 2004
Citi  2001 - 2001
Siemens UGS PLM Software/Formerly Structural Dynamics Research Corp.   1996 - 2000

Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Alternative Investments, Quantitative Finance, Risk Management, Asset Allocation, Portfolio Optimization, Trading, Financial Modeling, Investment Strategies, Investment Management, Derivatives, Equity Derivatives, ETFs, Quantitative Analytics, Asset Managment, Bonds, Capital Markets, Financial Markets, Options, Trading Systems, Relationship Management, Relationship Development, Asset Management

Education
Massachusetts Institute of Technology - Sloan School of Management   2000 — 2002
Master of Business Administration (M.B.A.)

Vanderbilt University
MS, Ph.D. Candidate (ABD)

Renmin University of China

Emil K. Hemsey Emil K. Hemsey Greater New York City Area Details
Emil K. Hemsey's Citigroup Asset Management Experience September 2001 - June 2006
Job Member at Hemsey Associates, LLC
Industry Financial Services
Experience
Hemsey Associates, LLC   June 2013 - Present
S&P Capital IQ  March 2007 - June 2013
Citigroup Asset Management   September 2001 - June 2006
Brown Brothers Harriman & Co.   March 1999 - September 2001

Skills
New Business Development, Relationship Development, Account Management, Client Service, Sales Presentations, Contract Negotiation, Market Intelligence, Key Account Development, Strategic Planning, Tactical Development, Deal Execution, Financial Services, Fixed Income, Capital Markets, Salesforce.com, Relationship Management, Mutual Funds, Structured Finance, Securitization, Equities, Financial Markets, Derivatives, Portfolio Management, Strategy, Bonds, Investments, Business Development, Investment Banking, Trading, CRM, Investment Management, Leadership, Market Data, Property & Casualty..., Commercial Insurance, Life Insurance, Health Insurance, Umbrella Insurance, Strategic Financial..., Retirement Planning, Retirement Plan..., Securities, Alternative Investments, Series 63, Client Services, Risk Management, Financial Planning

Education
Rutgers, The State University of New Jersey-New Brunswick   1994 — 1999
BA, Double Major: English & Political Science

Donna Lamb Donna Lamb Greater New York City Area Details
Donna Lamb's Citigroup Asset Management Experience July 1999 - June 2004
Job Vice President Prime Services Product Development at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse  July 2013 - Present
Credit Suisse  June 2009 - June 2013
Barclays Capital  October 2008 - April 2009
Lehman Brothers  November 2006 - October 2008
Legg Mason  June 2004 - April 2006
Citigroup Asset Management   July 1999 - June 2004
Citibank  August 1997 - July 1999
Telesphere  1993 - 1997
Telekurs   1989 - 1993
Standard & Poor's   1986 - 1989

Skills
SDLC, Trading Systems, Reference Data, Market Data, Business Analysis, Program Management, Fixed Income, Strategy, Derivatives, Risk Management, Financial Services, Product Management, Bloomberg, Analysis, Business Process..., Capital Markets, Equities, Requirements Analysis, Integration, Financial Markets, Portfolio Management, Business Process, Electronic Trading, Options, Investment Banking, Project Management, Middle Office, Back Office, Hedge Funds

Education
Project Management Institute   2006 — 2006
PMP, Project Management Professional

New York University
Certificate Program, Computer Science

University of Pennsylvania
BA, History/Sociology

University of Wisconsin-Madison
Master's Program, History

Laura Barbera Laura Barbera Hawthorne, New York Details
Laura Barbera's Citigroup Asset Management Experience January 2002 - June 2003
Job Senior Paralegal at BNY Mellon/The Dreyfus Corporation
Industry Legal Services
Experience
BNY Mellon/The Dreyfus Corporation   March 2014 - Present
Robins Nest Childcare Center   November 2013 - February 2014
Scarborough Presbyterian Childrens Center   2007 - 2013
JCC on the Hudson  2007 - 2007
All Aboard Childcare Center   2004 - 2005
Citigroup Asset Management   January 2002 - June 2003
Citigroup Inc. (formerly, Travelers Group Inc. & Primerica Corporation)   December 1987 - June 2003
Westchester County Department of Social Services  May 1982 - June 1984
Bronx District Attorneys Office  December 1980 - May 1982

Skills
Legal Writing, Nonprofits, Research, Public Speaking, Microsoft Word, Teaching, Editing, Customer Service, Management, Training

Education
Mercy College   1983 — 1984
Paralegal Certificate, Graduated "With Distinction"

SUNY Oswego   1976 — 1980
Bachelor of Arts (B.A.), Bachelor of Social Work & Public Justice

Spencer Ogden, CFA, CAIA Spencer Ogden, CFA, CAIA Stamford, Connecticut Details
Spencer Ogden, CFA, CAIA's Citigroup Asset Management Experience February 2005 - December 2005
Job Quantitative Strategies Portfolio Manager
Industry Investment Management
Experience
Franklin Templeton Investments  March 2007 - Present
Legg Mason  December 2005 - February 2007
Citigroup Asset Management   February 2005 - December 2005

Skills
VBA, SQL, Python, C++, Data Visualization, Financial Modeling, Portfolio Optimization, CFA, Excel, Statistics, MATLAB, Market Analysis, Perl, Microsoft Excel, Matlab, Chartered Financial..., Trading, Hedge Funds, Equity Derivatives, Fund Of Funds, Alternative Investments, Investments, Portfolio Management, Equities, Asset Management, Investment Management, Fixed Income, Mutual Funds, Capital Markets, Risk Management, Breathing, Investment Banking

Education
University of Texas at Austin   1999 — 2003
Bachelor of Science, Computer Science

Fairfield Prep   1995 — 1999

Don Grochan Don Grochan Greater New York City Area Details
Don Grochan's Citigroup Asset Management Experience October 2002 - December 2005
Job ED Client Performance Reporting
Industry Financial Services
Experience
Morgan Stanley Wealth Management  February 2008 - Present
DNG Technology   January 2007 - February 2008
Legg Mason & Co. LLC   December 2005 - October 2006
Citigroup Asset Management   October 2002 - December 2005
Credit Suisse Asset Management (CSAM)   September 1999 - December 2000
Credit Suisse Asset Management  1999 - 2000
Salomon Brothers  May 1992 - September 1997
Price Waterhouse LLC  1988 - 1992

Skills
IT Strategy, Business Process, Business Analysis, Program Management, Management, Process Improvement, Financial Services, ITIL, Vendor Management, Market Data, Portfolio Management, Project Management, Change Management, PMO, Equities, SDLC, Enterprise Software, Fixed Income

Education
University of South Florida   1985 — 1988
BS

Michigan State University   1982 — 1984

Scott Hamroff Scott Hamroff Greater New York City Area Details
Scott Hamroff's Citigroup Asset Management Experience June 2002 - June 2005
Job
Industry Financial Services
Experience
Tiaa-Cref  February 2007 - Present
ASCEND  May 2006 - February 2007
Citigroup Asset Management   June 2002 - June 2005
Republic National Bank  August 1997 - November 1999

Skills
Equities, Asset Managment, Fixed Income, Portfolio Management, Securities, Private and Real Estate..., Management, Project Management, Budgets, Budget Process, Hedge Funds, Market Data, Risk Management, Strategy, Asset Management, Alternative Investments, Trading Systems, Finance, Financial Services, Derivatives, Bloomberg

Education
Pace University   1990 — 1993
1993, Information Systems

H. David Shea, CFA H. David Shea, CFA Greater Boston Area Details
H. David Shea, CFA's Citigroup Asset Management Experience April 2000 - December 2005
Job Senior Portfolio Manager Partner at Copper Rock Capital Partners LLC
Industry Investment Management
Experience
Copper Rock Capital Partners LLC   November 2008 - Present
Putnam Investments  May 2006 - October 2008
Citigroup Asset Management   April 2000 - December 2005
Independence Investment Associates, Inc.   August 1997 - April 2000
Boston International Advisors, Inc.   March 1993 - August 1997
Massachusetts Financial Services Company   May 1989 - March 1993
Oracle Corporation  July 1987 - May 1989
Massachusetts Institute of Technology  June 1985 - July 1987
Raytheon Company  May 1984 - August 1985

Skills
Global Equity Portfolio..., Quantitative Modeling, Fundamental Research, Equity Research, Equities, Bloomberg, Portfolio Management, Asset Managment, Mutual Funds, Investments, Capital Markets, Fundamental Analysis, Investment Management, Emerging Markets, Financial Modeling, Asset Management, Quantitative Analytics, Research, Valuation, Financial Risk, Securities, Equity Valuation, Financial Markets, Financial Analysis, Financial Services, Due Diligence, Economics, Investment Strategies, Quantitative Finance

Education
Tufts University   1980 — 1984
BS

Saint Charles Preparatory High School   1976 — 1980

Jill Paitchel Jill Paitchel New York, New York Details
Jill Paitchel's Citigroup Asset Management Experience 1999 - 2002
Job The Cardinal Partners
Industry Investment Management
Experience
The Cardinal Partners   September 2014 - Present
JP Global Funds Consulting   2005 - Present
Janus Capital Group  2004 - 2005
Citigroup Asset Management   1999 - 2002
Citigroup Asset Management   1995 - 1999
Kidder Peabody  1994 - 1995
Lehman Brothers  1989 - 1994

Skills
Mutual Funds, Financial Services, Investment Management, Business Strategy, Emerging Markets, Start-ups, Hedge Funds, Management, Investments, Cross-functional Team..., Strategic Planning, Strategic Consulting, Alternative Investments, Leadership, Global Distribution, Product Strategy &..., Strategy

Education
American University, School of International Service
BA

Monterey Institute of International Studies, Fisher Graduate School of International Business
MBA

Ali Terry Ali Terry Houston, Texas Area Details
Ali Terry's Citigroup Asset Management Experience August 2001 - May 2004
Job
Industry Investment Management
Experience
WhiteHorse Capital Partners   March 2007 - June 2010
Challenger Capital Group  August 2006 - March 2007
Merrill Lynch  June 2005 - August 2005
Citigroup Asset Management   August 2001 - May 2004

Skills
Hedge Funds, Valuation, Portfolio Management, Equity Research, Investment Banking, Financial Modeling, Equities, Investments, Capital Markets

Education
The University of Texas at Austin - Red McCombs School of Business   2004 — 2006
MBA, Finance

Texas A&M University   1997 — 2001
BBA, Finance

Aditya Gupta, CISSP Aditya Gupta, CISSP Greater New York City Area Details
Aditya Gupta, CISSP's Citigroup Asset Management Experience 2000 - 2005
Job Manager (IAM Architect) at Accenture
Industry Information Technology and Services
Experience
Accenture  March 2013 - Present
Deloitte & Touche  February 2011 - March 2013
Sena Systems  November 2005 - April 2011
Citigroup Asset Management   2000 - 2005

Skills
Oracle Identity Manager, OID, PL/SQL, Java, SQL Server, Oracle Access Manager, Oracle, Business Analysis, Solution Architecture, Enterprise Architecture, IAM

Education
All India Management Association- Center for Management Education (AIMA-CME), New Delhi   1995 — 1997
PGDITM - P.G. Diploma in IT and Management, Information Systems

University of Lucknow   1991 — 1994
Bachelor of Science, Physics, Maths

Rotherick Tan Rotherick Tan Greater Minneapolis-St. Paul Area Details
Rotherick Tan's Citigroup Asset Management Experience June 2005 - December 2005
Job
Industry Information Technology and Services
Experience
Target  June 2014 - Present
priceline.com  March 2013 - May 2014
Priceline.com  August 2011 - March 2013
Legg Mason  October 2006 - August 2011
Polaris Software Lab  December 2005 - October 2006
Citigroup Asset Management   June 2005 - December 2005
Ecquaria   June 2004 - May 2005
Accenture  April 2002 - June 2004
Bluelight   July 2000 - December 2001

Skills
Java, J2ee, Middleware, Application Support, Sybase, SDLC, WebSphere MQ, Perl, Unix, Oracle, SOA, Tomcat, SQL, Web Services, PL/SQL, Microsoft SQL Server, Autosys, Unix Shell Scripting, Java Enterprise Edition, Software Development, Weblogic, Databases

Education
University of Minnesota-Twin Cities   1998 — 2000
MSc

Knox College   1991 — 1995
B.A.

A. Rama Krishna A. Rama Krishna Greater New York City Area Details
A. Rama Krishna's Citigroup Asset Management Experience 1998 - 2003
Job Founder and Chief Investment Officer at ARGA Investment Management, LP
Industry Investment Management
Experience
ARGA Investment Management, LP  January 2010 - Present
Pzena Investment Management  September 2003 - August 2009
Citigroup Asset Management   1998 - 2003
AllianceBernstein  1993 - 1998
Credit Suisse First Boston  1987 - 1993

Education
University of Michigan - Rackham School of Graduate Studies   1984 — 1987
MA in Asian Studies, Japan Specialization

University of Michigan - Stephen M. Ross School of Business   1984 — 1987
MBA

St. Stephen's College   1981 — 1984
BA (Hons), Economics

Timpany School   1969 — 1981
Indian School Certificate

Jeffrey Jennes Jeffrey Jennes Greater New York City Area Details
Jeffrey Jennes's Citigroup Asset Management Experience 2004 - 2005
Job VP/Senior Compliance Officer at AMG Funds
Industry Financial Services
Experience
AMG Funds  December 2014 - Present
The Hartford/Hartford Investment Management Company   2008 - December 2014
Legg Mason  2005 - 2008
Citigroup Asset Management   2004 - 2005
American Skandia/Prudential Financial   2000 - 2003
Kelley Drye & Warren LLP  1990 - 1995

Skills
FINRA, AML, Mutual Funds, Financial Services, SEC, Securities, Variable Annuities, Series 7, Series 24, Alternative Investments, Hedge Funds, Series 63, Trading, Investments, Asset Management, Equities

Education
University of Pennsylvania Law School   1987 — 1990
Doctor of Law (JD)

Lafayette College   1983 — 1990
BA, History

Jaynthi Gandhi Jaynthi Gandhi Greater New York City Area Details
Jaynthi Gandhi's Citigroup Asset Management Experience April 2001 - December 2005
Job Head of Distribution Compliance NA/ CCO BD
Industry Financial Services
Experience
BNY Mellon Investment Management  August 2014 - Present
PIMCO  January 2011 - July 2014
Legg Mason  December 2005 - January 2011
Citigroup  2001 - 2006
Citigroup Asset Management   April 2001 - December 2005
AXA Financial  1998 - 2001
AXA Equitable  1998 - 2001
AXA  1998 - 2001

Skills
Series 7, FINRA, Securities, Separately Managed..., Hedge Funds, Series 24, Alternative Investments, Equities, Mutual Funds, Series 63, Uniform Combined State..., ETFs, Financial Services, Fixed Income, Investment Advisory

Education
Muhlenberg College   1989 — 1993
BA, Natural Science, Psychology

Luke Adovasio Luke Adovasio Greater New York City Area Details
Luke Adovasio's Citigroup Asset Management Experience 2002 - 2003
Job Barclays
Industry Capital Markets
Experience
Barclays Capital  April 2012 - Present
Eurohypo AG  October 2005 - April 2012
Prudential Mortgage Capital  2003 - 2005
Citigroup Asset Management   2002 - 2003

Education
Saint Lawrence University   1998 — 2002
BA

Greenwich High School   1994 — 1998

Irina Bogacheva Irina Bogacheva Greater New York City Area Details
Irina Bogacheva's Citigroup Asset Management Experience 2000 - 2001
Job Quantitative Global Tactical Asset Allocation
Industry Financial Services
Experience
QS Investors, LLC  August 2010 - Present
Columbia University  September 2013 - Present
Deutsche Asset Management  2009 - 2010
Goldman Sachs & Co  2007 - 2008
AIG Global Asset Management   2003 - 2007
Citigroup Asset Management   2000 - 2001

Skills
FX Options, Global Macro, Quantitative Research, Volatility, Equity Research, Financial Economics, Econometrics, Asset Allocation, Fixed Income, Equities, Derivatives, Quantitative Investing, Quantitative Finance, Portfolio Optimization, Financial Modeling

Education
The University of Chicago - Booth School of Business   1995 — 1999
PhD Program in Finance (ABD), MBA

Lomonosov Moscow State University (MSU)
M.Sc.

New Economic School Moscow Russia
M.A.

Bill Katen-Narvell Bill Katen-Narvell Greater New York City Area Details
Bill Katen-Narvell's Citigroup Asset Management Experience 1994 - 1998
Job VP Operations at State Street Bank
Industry Financial Services
Experience
State Street Bank  July 2002 - Present
Citigroup Asset Management   1994 - 1998
American Management Systems (AMS)   1981 - 1985

Education
University of Pennsylvania - The Wharton School   1979 — 1981
MBA, Decision Sciences

University of Pennsylvania - The Wharton School   1979 — 1981
MBA

Princeton University   1972 — 1976

Phillip Torre Phillip Torre Greater New York City Area Details
Phillip Torre's Citigroup Asset Management Experience 2001 - 2005
Job Senior Developer at AIG
Industry Computer Software
Experience
AIG  January 2015 - Present
Affinion Group  February 2012 - January 2015
UBS Investment Bank  July 2010 - February 2012
Worktopia  February 2008 - July 2010
ASML  August 2007 - February 2008
World Records   July 2005 - August 2007
Citigroup Asset Management   2001 - 2005
OnMoney.com  2000 - 2001
Gerald Metals  December 1999 - August 2000
Cendant Mobility  August 1998 - December 1999

Skills
C#, LINQ, WCF, MVC, jQuery, ASP.NET, Microsoft SQL Server, Git

Education
Manhattan College   1983 — 1987
BA, Mathematics

Pete Welle Pete Welle Washington D.C. Metro Area Details
Pete Welle's Citigroup Asset Management Experience March 2001 - August 2002
Job Principal at E*TRADE
Industry Financial Services
Experience
E*TRADE  April 2006 - Present
E*TRADE Financial  2006 - Present
ETRADE FINANCIAL  2006 - Present
Morgan Stanley  August 2002 - March 2006
Citigroup Asset Management   March 2001 - August 2002
FINRA  May 1998 - March 2001

Education
Saint John's University   1980 — 1984

Hank Hagey Hank Hagey Greater New York City Area Details
Hank Hagey's Citigroup Asset Management Experience 2000 - 2004
Job Portfolio Manager U.S. Large Cap at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust  January 2014 - Present
Bessemer Trust  December 2007 - December 2013
Artemis Investment Management   2005 - November 2007
Citigroup Asset Management   2000 - 2004

Education
University of Virginia Darden School of Business   1995 — 1997
MBA, Finance

Middlebury College   1986 — 1990
Bachelor of Arts (B.A.), Economics

Menlo-Atherton High School   1982 — 1986

Philip Lo Presti Philip Lo Presti Greater New York City Area Details
Philip Lo Presti's Citigroup Asset Management Experience 1985 - 2005
Job President
Industry Information Technology and Services
Experience
PGL Enterprises, LLC   January 2009 - Present
Bridgewater Associates  February 2011 - November 2013
Citi  April 2010 - February 2011
Legg Mason  December 2005 - January 2009
Citigroup Asset Management   1985 - 2005
Chemical Bank  1983 - 1985

Skills
Data Center, Program Management, Disaster Recovery, Facilities Management, Security, Integration, Vendor Management, Strategy, Project Management, Networking, ITIL, Business Continuity, Cisco Technologies, Risk Management, Management, Cross-functional Team..., Budgets, System Deployment, Technical Support, Process Improvement, Information Technology, Infrastructure, Leadership, PMP, Telecommunications, Asset Management, Change Management, WAN, Mergers & Acquisitions, Project Planning, Engineering, Firewalls

Education
Mercy College   1979 — 1983
bs, music

Al Copersino Al Copersino Greater New York City Area Details
Al Copersino's Citigroup Asset Management Experience 1998 - 2001
Job Senior Equity Research Analyst at Columbia Management Group
Industry Investment Management
Experience
Columbia Management Group  August 2012 - Present
Keefe, Bruyette & Woods   April 2010 - October 2012
First New York Securities  April 2009 - April 2010
Bernard L. Madoff Investment Securities  2006 - 2008
Columbia Management Group  2001 - 2006
Citigroup Asset Management   1998 - 2001
Monitor Group  1996 - 1998

Skills
Hedge Funds, Investment Banking, Financial Services, Valuation, Equity Research, Portfolio Management, Analysis, Alternative Investments, Risk Management, Options, Financial Modeling, Investments, Securities, Private Equity, Equities, Equity Valuation, Bloomberg, Capital Markets, Mutual Funds, Insurance, Leadership, Series 7, Investment Management, Trading Systems, Trading, Emerging Markets, Asset Management, Fixed Income, Mergers & Acquisitions

Education
University of Pennsylvania - The Wharton School   1992 — 1996
MBA, Finance

University of Pennsylvania Law School   1992 — 1996
JD

University of Virginia   1985 — 1989
BA, Chemistry

Staples High School   1982 — 1985
Diploma

Erica Liang Erica Liang Greater New York City Area Details
Erica Liang's Citigroup Asset Management Experience 2001 - 2003
Job C.P.A., M.B.A., Complex Business Dispute and Valuation
Industry Financial Services
Experience
Compass Lexecon  2009 - 2014
AlixPartners  2007 - 2009
PricewaterhouseCoopers  2005 - 2006
Citigroup Asset Management   2001 - 2003
The Schonbraun McCann Group (Now a subsidiary of FTI Consulting)   1998 - 2000

Skills
Financial Modeling, Valuation, Economics, Financial Analysis, Corporate Finance, Strategy, Analysis, Data Analysis, Macroeconomics, Accounting, Equity Research, Management, Mergers & Acquisitions, Bloomberg Terminal, Microsoft Excel, Financial Risk...

Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance

Rutgers University-New Brunswick
Bachelor's Degree, Accounting

NY Institute of Finance
Financial Risk Management

Charles Silver-Frankel Charles Silver-Frankel Greater New York City Area Details
Charles Silver-Frankel's Citigroup Asset Management Experience August 1999 - December 2004
Job Senior VP at Citi Alternative Investments
Industry Financial Services
Experience
Citi Alternative Investments  June 2006 - Present
Saranac Capital Management   December 2004 - June 2006
Citigroup Asset Management   August 1999 - December 2004
WSP Flack + Kurtz  1993 - 1997

Skills
Fixed Income, Business Analysis, Equities, Trading Systems, Capital Markets, Alternative Investments, Hedge Funds, Market Data, Electronic Trading

Education
The Cooper Union for the Advancement of Science and Art   1983 — 1987
Bachelor of Engineering (BE), Electrical and Electronics Engineering

Alex Lira Alex Lira Greater New York City Area Details
Alex Lira's Citigroup Asset Management Experience January 2004 - December 2005
Job VicePresident at Deutsche Bank
Industry Banking
Experience
Deutsche Bank  December 2014 - Present
RBS Corporate & Institutional Banking  July 2013 - November 2014
RBS Corporate & Institutional Banking  April 2011 - July 2013
RBS Corporate & Institutional Banking  February 2010 - May 2011
Citigroup  January 2007 - February 2010
Citigroup  December 2005 - January 2007
Citigroup Asset Management   January 2004 - December 2005
UBS Wealth Management  January 2003 - January 2004

Skills
Fixed Income, Trading, Credit Risk, Derivatives, Capital Markets, Bloomberg, Brazilian Portuguese, Credit, Financial Markets, Investment Banking, Market Risk, VBA, Bloomberg Terminal

Education
UCONN   2011 — 2015
MBA, Finance & Accounting

NYU   2012 — 2013
Certificate in Credit Analysis, Credit Risk

Columbia University   2006 — 2008
MA, International Economics & Administration

Sacred Heart University   1999 — 2004
Bachelor of Science, Finance

Ian Estus Ian Estus New York, New York Details
Ian Estus's Citigroup Asset Management Experience March 1998 - July 2002
Job Managing Director, Investments at HC2 Holdings Inc
Industry Investment Management
Experience
HC2 Holdings Inc   May 2014 - Present
American Natural Gas   September 2014 - Present
Five Island Asset Management (Harbinger Group Inc.)   April 2013 - May 2014
Harbinger Capital Partners  August 2002 - April 2013
Citigroup Asset Management   March 1998 - July 2002

Skills
Capital Markets, Hedge Funds, Fixed Income, Private Equity, Alternative Investments, Equities, High Yield, Asset Management, Investments, Microsoft Excel, Asset Managment, Bloomberg

Education
University at Buffalo   1993 — 1997
Bachelor of Science (BS), Accounting and Finance

Marc Peckman Marc Peckman Greater Philadelphia Area Details
Marc Peckman's Citigroup Asset Management Experience 1998 - 2000
Job Managing Member at 333 Properties LLC (Roof Gable Properties)
Industry Investment Management
Experience
333 Properties LLC (Roof Gable Properties)   June 2014 - Present
Weiss Multi-Strategy Advisers LLC  June 2008 - May 2014
Vardon Capital Management, LLC   2004 - 2008
Citigroup Asset Management   1998 - 2000
Salomon Brothers Asset Management  1994 - 1998
Salomon Brothers  1989 - 1994

Skills
Hedge Funds, Asset Managment, Alternative Investments, Financial Modeling, Private Equity, Equities, Asset Management, Financial Services, Risk Management, Fixed Income, Finance, Derivatives, Capital Markets, Portfolio Management, Valuation, Bloomberg

Education
University of Pennsylvania - The Wharton School   1982 — 1986

high school

Eugene Perez Eugene Perez Greater New York City Area Details
Eugene Perez's Citigroup Asset Management Experience March 1998 - July 2005
Job VP/IS Control Officer
Industry Financial Services
Experience
J.P. Morgan Chase   August 2012 - May 2015
Citi  August 2005 - August 2012
Citigroup Asset Management   March 1998 - July 2005

Skills
CRISC, Certified In Risk And..., FFIEC, GLBA, IT Risk Management, Operational Risk..., Operational Risk, Technology Governance, Financial Risk, Information Security..., Information Security

Education
New York University   2007 — 2009
Information Security Certificate, Systems Information Security

New York University   1990 — 1994
Information Technologies, Data Communications Networks & LAN Administration

Dan Bukowski Dan Bukowski Greater Chicago Area Details
Dan Bukowski's Citigroup Asset Management Experience February 1998 - December 2005
Job Managing Director/Data Analytics & Research at Markit
Industry Investment Management
Experience
Markit  November 2011 - Present
QSG  March 2008 - October 2011
Calamos Investments  May 2007 - February 2008
Citigroup Asset Management   February 1998 - December 2005
Kemper Financial Services  September 1989 - February 1998
IDS Financial Services  April 1988 - September 1989
Morgan Stanley Asset Mgnt   April 1986 - April 1988

Skills
Analytics, Equities, Research, Hedge Funds, Fixed Income, Equity Research, Derivatives, Bloomberg, Alternative Investments, Portfolio Management, Asset Management, Quantitative Analytics, Quantitative Finance, Capital Markets, Financial Modeling, Valuation, Asset Allocation, Investment Management, Financial Markets, Investments

Education
The University of Chicago - Booth School of Business   1984 — 1986
Master of Business Administration (MBA), Finance and Econometrics

The University of Chicago   1981 — 1984
BA, Statistics

Jonathan Herpel, CFA Jonathan Herpel, CFA San Francisco Bay Area Details
Jonathan Herpel, CFA's Citigroup Asset Management Experience October 2002 - June 2007
Job Managing Director, Portfolio Manager at US Trust
Industry Investment Management
Experience
US Trust  March 2010 - Present
Deutsche Bank  October 2007 - November 2009
Citigroup Asset Management   October 2002 - June 2007
Citigroup  December 1999 - October 2002
Bank of America  1993 - 1999

Education
Northwestern University   1988 — 1992
BA, Economics

Bob Kopprasch Bob Kopprasch Greater New York City Area Details
Bob Kopprasch's Citigroup Asset Management Experience 1995 - 2002
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup (The Yield Book)   February 2002 - Present
Lally School of Management, Rensselaer Polytechnic Institute   November 2013 - Present
Citigroup Asset Management   1995 - 2002
Alliance Capital Management  February 1992 - 1995
Hyperion Capital Management  1989 - 1992
Goldman Sachs  1987 - 1988
Salomon Brothers  1980 - 1987
American University  September 1973 - June 1980

Skills
Derivatives, Fixed Income, MBS, Structured Products, Portfolio Management, Bonds, Asset Managment, Credit Derivatives, Structured Finance, Financial Modeling, Series 7, Options

Education
Rensselaer Polytechnic Institute   1970 — 1977
Ph.D., Finance

Rensselaer Polytechnic Institute   1969 — 1970
M.S., Management

Rensselaer Polytechnic Institute - The Lally School of Management and Technology   1965 — 1969
B.S., Management, Finance

Institute of Chartered Financial Analysts   1978 — 1980
CFA

Rene Cabarrus Rene Cabarrus Greater New York City Area Details
Rene Cabarrus's Citigroup Asset Management Experience August 2000 - May 2003
Job Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason  December 2005 - December 2011
Citigroup Asset Management   August 2000 - May 2003
Salomon Smith Barney  May 1996 - August 2000
Shearson Smith Barney   1993 - 1996
Smith Barney Harris Upham  April 1978 - June 1993

Skills
Mutual Funds, Alternative Investments, Asset Management, Training, Hedge Funds, Equities, Series 7, Fixed Income, Internal Controls, Securities, Asset Managment

Education
City University of New York-Queens College
Economics

Cory MacLaren Cory MacLaren Ho Ho Kus, New Jersey Details
Cory MacLaren's Citigroup Asset Management Experience February 2002 - March 2005
Job Director at Markit
Industry Financial Services
Experience
Markit  March 2013 - Present
CoreOne Technologies  December 2011 - November 2012
BetaShares   May 2009 - November 2011
CorVal Partners   July 2008 - April 2009
Ellerston Capital Ltd   January 2007 - July 2008
Credit Suisse Asset Management  May 2006 - December 2006
CBA  October 2005 - April 2006
Citigroup Asset Management   February 2002 - March 2005
Goldman Sachs  March 2001 - November 2001
Montgomery Asset Management  April 2000 - March 2001

Skills
Equities, Hedge Funds, Derivatives, Asset Managment, Fixed Income, Middle Office, Prime Brokerage, Financial Services, Securities, Capital Markets, Trading Systems, Back Office, Portfolio Management, Trading, ETFs, Institutional Investors, Management, Wealth Management, Investments, Asset Management, Corporate Actions, Mutual Funds, Settlement, Banking, Business Analysis, Strategy, Investment Banking, Valuation, Financial Markets, Alternative Investments, Bloomberg, Index Funds, Unit Pricing

Education
State University of New York at Oswego   1989 — 1993
Bachelor of Arts (B.A.), Economics

Cordova, Gonzalo Cordova, Gonzalo Greater New York City Area Details
Cordova, Gonzalo's Citigroup Asset Management Experience April 1994 - March 2006
Job Senior Portfolio Manager at Vedanta Capital
Industry Financial Services
Experience
Vedanta Capital   August 2006 - Present
Citigroup Asset Management   April 1994 - March 2006
Citibank (Switzerland)   January 1986 - March 1994

Skills
Fixed Income, Private Equity, Emerging Markets, Asset Managment, Hedge Funds, Funding, Finance, Portfolio Management, Alternative Investments, Asset Management, Equities, Asset Allocation, Capital Markets

Education
The Graduate Center, City University of New York   2003 — 2007
MPhil., Financial Economics, Environmental Economics

Sciences Po   1980 — 1981
D.E.A., Applied Economics

University of Florida   1972 — 1978
B.A., M.A., Economics

Traci Doolan Traci Doolan Greater New York City Area Details
Traci Doolan's Citigroup Asset Management Experience July 1999 - January 2006
Job Manager, Total Rewards at ITT
Industry Electrical/Electronic Manufacturing
Experience
ITT  June 2011 - Present
ITT  March 2009 - June 2011
Legg Mason  January 2008 - December 2008
Legg Mason  January 2006 - January 2008
Citigroup Asset Management   July 1999 - January 2006
Calport Asset Management   April 1996 - June 1999

Skills
Immigration Law, Corporate Governance, Portfolio Management, Mergers, Mergers & Acquisitions, Process Improvement, Sarbanes-Oxley Act, Due Diligence, Deferred Compensation, Asset Managment, Financial Analysis, Change Management, Project Management, Vendor Management, Employment Law, Risk Management

Education
Sacred Heart University   2014 — 2016
MS, Human Resource Management

Sacred Heart University   2006 — 2008
MBA, Finance

Sacred Heart University   1998 — 2005
Law

Walter Werner Walter Werner Greater New York City Area Details
Walter Werner's Citigroup Asset Management Experience 2003 - 2004
Job Finance Professional
Industry Financial Services
Experience
Broadridge Financial Solutions  January 2015 - Present
Pall Corporation  September 2013 - Present
Broadridge Business Process Outsourcing   April 2008 - Present
Broadridge Business Process Outsourcing   September 2004 - April 2008
Citigroup Asset Management   2003 - 2004
Fleet Securities / US Clearing   2000 - 2003

Skills
Analysis, Project Planning, Product Development, Finance, Strategic Financial..., Financial Analysis, Financial Modeling, Financial Reporting, Essbase, Variance Analysis, Microsoft Excel, Process Improvement, Business Analysis

Education
UMASS Amherst   2009 — 2013
Master of Business Administration (MBA), MBA

State University of New York at Albany   1996 — 2000
Bachelor's degree, Finance and Marketing

Bo Hu, CFA Bo Hu, CFA Greater New York City Area Details
Bo Hu, CFA's Citigroup Asset Management Experience May 2004 - August 2005
Job Head of Americas Credit Risk Analysis and Reporting at RBS
Industry Investment Banking
Experience
RBS Markets and International Banking  September 2014 - Present
RBS  August 2005 - September 2014
Citigroup Asset Management   May 2004 - August 2005
Legg Mason  2003 - 2005
Frontier Communications  January 2002 - April 2003
Deloitte & Touche  August 2000 - December 2001

Skills
Finance, Investment Banking, Risk Management, Financial Analysis, Financial Modeling, Credit Risk, Valuation, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Equities, Fixed Income, Portfolio Management, Banking

Education
Rensselaer Polytechnic Institute   1998 — 2000
MBA/MS, Finance/Computer Science

Foreign Affairs University   1994 — 1998
BA

Wuhan Foreign Language School

Vashon Williams Vashon Williams Greater New York City Area Details
Vashon Williams's Citigroup Asset Management Experience January 2000 - February 2004
Job Applications Support Manager (Trading / Investment) International Equities at ClearBridge
Industry Information Technology and Services
Experience
ClearBridge   2011 - Present
leggmason   2007 - December 2010
Citigroup  2004 - 2007
Citigroup Asset Management   January 2000 - February 2004
IBM Global Business Services  1997 - 2000

Skills
SDLC, Reference Data, Market Data, Autosys, Trading Systems, Middle Office, Asset Management, Electronic Trading, Financial Services, Sybase, IT Strategy

Education
Chubb Institute   1995 — 1996
Technical Support

Long Island University   1993 — 1994
PC Hardware

Kinston High   1989 — 1992

THEOCRATIC MINISTRY SCHOOL
PUBLIC SPEAKING, SCRIPTURAL PRESENTATIONS

Mitchel Schulman Mitchel Schulman Greater New York City Area Details
Mitchel Schulman's Citigroup Asset Management Experience 1999 - 2002
Job IntegriDATA Business & Technology Solutions, LLC
Industry Management Consulting
Experience
IntegriDATA Business & Technology Solutions, LLC   January 2003 - Present
Citigroup Asset Management   1999 - 2002
Salomon Brothers Asset Management  April 1991 - January 1999
Salomon Brothers  September 1985 - March 1991
Peat Marwick  September 1982 - August 1985

Education
New York University - Leonard N. Stern School of Business   1985 — 1989
MBA, Finance

University at Albany, SUNY   1978 — 1982

Comsewogue High School   1974 — 1978

Sheila Rapple Sheila Rapple Greater New York City Area Details
Sheila Rapple's Citigroup Asset Management Experience 2001 - 2006
Job Principal at Blackstone
Industry Financial Services
Experience
The Blackstone Group  April 2011 - Present
Legg Mason  March 2009 - April 2011
Legg Mason  January 2006 - March 2009
Citigroup Asset Management   2001 - 2006

Skills
SMA, Private Equity, Alternative Investments, Finance, Investments, Series 7, Separately Managed..., Asset Management, Hedge Funds, Wealth Management, Financial Services, Mutual Funds, New Business Development, Strategic Financial..., Equities

Education
Siena College   1996 — 2000

Carol Zhou Carol Zhou Greater New York City Area Details
Carol Zhou's Citigroup Asset Management Experience March 2004 - November 2004
Job Global Energy Solutions at Scotiabank
Industry Financial Services
Experience
Scotiabank  December 2013 - Present
Your Energy Holdings   March 2012 - August 2013
GE Capital  November 2011 - March 2012
RBS Sempra Commodities  August 2007 - October 2011
Sempra Energy Trading  November 2004 - August 2007
Citigroup Asset Management   March 2004 - November 2004
Citizens Communications  June 2002 - February 2004
Bertelsmann Multi Media System   July 2000 - September 2001
Arthur Andersen LLP  February 1999 - July 2000

Education
State University of New York at Buffalo   1997 — 1999
MBA, Finance/Accounting - School of Management

Middle School

Ray Scanlan Ray Scanlan Greater New York City Area Details
Ray Scanlan's Citigroup Asset Management Experience July 1998 - August 2004
Job Managing Director at John W. Bristol & Co., Inc.
Industry Financial Services
Experience
John W. Bristol & Co., Inc.   August 2004 - Present
Citigroup Asset Management   July 1998 - August 2004
Marakon Associates  June 1995 - August 1998
McKinsey & Company  1990 - 1992

Skills
Investment Management, Equity Research, Equities

Education
Northwestern University - Kellogg School of Management   1993 — 1995
MBA, Finance

University of Pennsylvania
BSEcon and BAS/CS, Finance / Computer Science

Jason Stern Jason Stern New York, New York Details
Jason Stern's Citigroup Asset Management Experience July 2003 - October 2005
Job Vice President, Fund Controller at J.P. Morgan
Industry Accounting
Experience
J.P. Morgan   April 2013 - Present
Goldman Sachs  October 2005 - April 2013
Citigroup Asset Management   July 2003 - October 2005
Gemini Fund Services  August 2001 - July 2003

Skills
Equities, Derivatives, Fixed Income, Asset Managment, Mutual Funds, Fund Accounting, Financial Reporting, Fund Administration

Education
University at Albany   1997 — 2001
Bachelor of Science (BS), Finance

John Lanza John Lanza Greater New York City Area Details
John Lanza's Citigroup Asset Management Experience 2002 - 2006
Job Associate Director Global Sales Operation at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ  January 2012 - Present
AllianceBernstein  2010 - 2012
Horizon Partners   2006 - 2012
Gen Re  2006 - 2009
Pirate Capital LLC   2006 - 2006
Citigroup Asset Management   2002 - 2006
Alexander Reinsurance Intermediaries   1995 - 1997
Cushman & Wakefield  1992 - 1995

Skills
Hedge Funds, Alternative Investments, Marketing Strategy, Asset Management, Marketing, Finance, Trading Systems, Start-ups, Mutual Funds, Fixed Income, Equities, Investments, Mergers & Acquisitions, Asset Managment, Financial Services, Market Research

Education
University of Connecticut   1988 — 1992

Derek Hitchinson Derek Hitchinson Greater New York City Area Details
Derek Hitchinson's Citigroup Asset Management Experience February 2002 - March 2006
Job Trading Assistant Emerging Markets at Sailfish Capital Partners
Industry Financial Services
Experience
Sailfish Capital Partners  Product ControllerSailfish Capital PartnersMarch 2006 - November 2007
Citigroup Asset Management   February 2002 - March 2006

Education
University of Florida   1997 — 2001

University of Florida - Warrington College of Business Administration   1997 — 2001
Bachelor's, Finance

Tom Itoh Tom Itoh Greater New York City Area Details
Tom Itoh's Citigroup Asset Management Experience 2000 - 2005
Job VP, Senior Business Analyst at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ  November 2012 - Present
S&P Dow Jones Indices  October 2008 - July 2012
Barclays Global Investors  January 2007 - August 2008
Western Asset Management  2005 - 2006
Citigroup Asset Management   2000 - 2005

Skills
Financial Services, Asset Managment, Index Business, Business Analysis, Process Improvement, Solution Implementation, Team Building, Project Management, Portfolio Management..., Order Management Systems, Trade Confirmation..., Trade Settlements, Market Data, Index Funds, Fixed Income, Equities, FX Options, SDLC, Ad Hoc Reporting, Alternative Assets, Software Development, Relational Databases, Portfolio Management, Hedge Funds, Asset Management, Project Portfolio...

Education
上智大学 / Sophia University   1993 — 1998
Bachelor of Science (B.S.), Electrical and Electronics Engineering

American Community School (Cobham)   1990 — 1992

Munich International School   1987 — 1990

Brendan Carey Brendan Carey Greater New York City Area Details
Brendan Carey's Citigroup Asset Management Experience March 1999 - December 2004
Job VP Acquisitions
Industry Commercial Real Estate
Experience
Signature Community Investment Group  May 2010 - Present
Morgan Stanley Smith Barney  December 2007 - January 2010
Legg Mason  December 2004 - December 2007
Citigroup Asset Management   March 1999 - December 2004

Education
University of North Carolina at Chapel Hill   1992 — 1997
Bachelor of Arts, Communications

Cynthia (Gonzalez) Mistretta Cynthia (Gonzalez) Mistretta Greater New York City Area Details
Cynthia (Gonzalez) Mistretta's Citigroup Asset Management Experience November 1999 - December 2005
Job Global Compensation Manager at Starwood Hotels & Resorts Worldwide, Inc.
Industry Entertainment
Experience
Starwood Hotels & Resorts Worldwide, Inc.   January 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc.   November 2014 - January 2015
Take-Two Interactive Software, Inc.   August 2008 - June 2014
Citi  January 2007 - May 2008
Legg Mason  December 2005 - January 2007
Citigroup Asset Management   November 1999 - December 2005
Footstar  1996 - 1999
RIA Group  1995 - 1996

Skills
Compensation, Stock Compensation, Sales Compensation, Salary Review, PeopleSoft, Oracle E-Business Suite, Ultipro, Executive-level..., Global Compensation, HRIS Database Management, Succession Planning, HRIS, Workday, Deferred Compensation, Compensation Structures, Compensation Strategies, Market Pricing, Benchmarking, Compensation, Executive Pay, Salary, Human Resources

Education
Montclair State University   1993 — 1996
MA, Counseling, HR/OD

Penn State University   1988 — 1992
BS, Human Development & Family Studies

Heather Smith Heather Smith Greater New York City Area Details
Heather Smith's Citigroup Asset Management Experience 2004 - 2005
Job HR Generalist at ClearBridge Investments, A Legg Mason Company
Industry Financial Services
Experience
ClearBridge Investments  September 2004 - Present
CitiGroup Asset Management   2004 - 2005
Random House  2002 - 2004
Jefferson Wells  2000 - 2002
Memorial Sloan-Kettering Cancer Center  1998 - 2000

Skills
Financial Services, Asset Management, College Recruiting, Mutual Funds, Series 7, Investments, SDLC, Portfolio Management, Interviews, Executive Search, Wealth Management, Technical Recruiting

Education
University at Buffalo   1994 — 1998

Rodney Sanders Jr Rodney Sanders Jr New York, New York Details
Rodney Sanders Jr's Citigroup Asset Management Experience 2000 - 2004
Job Corporate Finance Business Information Security Officer
Industry Financial Services
Experience
Citi  May 2014 - Present
Citigroup  April 2014 - Present
Citigroup Alternative Investments  May 2007 - February 2013
Morgan Stanley Investment Management  May 2004 - 2007
Citigroup Asset Management   2000 - 2004
Soros Fund Management  1999 - 1999

Skills
Microsoft Office, C++, SQL, Business Objects, Hedge Funds, Alternative Investments, Fund Administration, Fixed Income, Private Equity, Asset Managment, Fund Accounting, SDLC, Financial Analysis, Equities, Bloomberg, Business Analysis, Capital Markets, Equity Research, Investment Banking, Derivatives, Financial Modeling, Valuation, Project Management, Portfolio Management, Securities, Analysis, Investments, Fund Of Funds, Finance, Mutual Funds, Asset Management

Education
University at Albany, SUNY   1995 — 2000
B.S., Actuarial and Mathematical Science

Mount Saint Michael Academy   1991 — 1995

James Battaglia James Battaglia Greater New York City Area Details
James Battaglia's Citigroup Asset Management Experience February 1999 - September 2004
Job Equity Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments  September 2004 - Present
Citigroup Asset Management   February 1999 - September 2004
Rochdale Investment Management  August 1996 - February 1999
Brown Brothers Harriman  July 1994 - August 1996

Education
Pace University - Lubin School of Business   1994 — 1996
MS, Investment Management

Le Moyne College   1992 — 1994
BS, Business, Finance

Katherine Pirri Katherine Pirri Greater New York City Area Details
Katherine Pirri's Citigroup Asset Management Experience December 2003 - March 2006
Job Recruiter at Commonfund
Industry Human Resources
Experience
Commonfund  February 2008 - February 2009
AQR Capital Management  March 2006 - February 2007
Citigroup Asset Management   December 2003 - March 2006

Education
Sacred Heart University
BA

Daniel McCrink Daniel McCrink Greater New York City Area Details
Daniel McCrink's Citigroup Asset Management Experience September 2000 - December 2005
Job Financial Services Professional at MassMutual Financial Group
Industry Legal Services
Experience
MassMutual Financial Group  February 2010 - Present
Evidence Exchange  February 2008 - October 2009
LEGG MASON ASSET MANAGEMENT  December 2005 - February 2008
CITIGROUP ASSET MANAGEMENT   September 2000 - December 2005
AIG  August 1998 - September 2000
BANK OF NEW  January 1997 - August 1998

Skills
Fixed Income, Equities, Asset Managment

Education
Manhattan College   1984 — 1988

Manhattan College
BACHELOR OF SCIENCE, ACCOUNTING / BUSINESS MANAGEMENT

Jennifer Badalamenti Jennifer Badalamenti Greater New York City Area Details
Jennifer Badalamenti's Citigroup Asset Management Experience September 1996 - April 2004
Job Sales Operations, Incentive Compensation
Industry Pharmaceuticals
Experience
OSI  April 2006 - May 2011
OSI Pharmaceuticals  November 2005 - April 2006
OSI  April 2004 - November 2005
Citigroup Asset Management   September 1996 - April 2004

Skills
Incentive Compensation..., pharmaceutical sales..., Analysis, Biotechnology, Clinical Development, Cross-functional Team..., Oncology, Pharmaceutical Industry, Pharmaceutical Sales, Process Improvement, Project Management, Sales, Sales Operations, Team Building, Training, Vendor Management, Business Analysis, Competitive Analysis

Education
Marist College   1992 — 1996
BS, Business Administration with focus on Marketing

Jennifer Hahn Feinerman Jennifer Hahn Feinerman Greater New York City Area Details
Jennifer Hahn Feinerman's Citigroup Asset Management Experience February 1999 - January 2002
Job Vice PresidentRelationship Manager for Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company  December 2010 - Present
Pershing, a BNY Mellon company  November 2009 - December 2010
Pershing, a BNY Mellon company  May 2005 - November 2009
Travelers Life & Annuity  January 2002 - May 2005
Citigroup Asset Management   February 1999 - January 2002
D.H. Blair/ Spencer Trask   October 1995 - February 1999

Skills
Asset Management, Series 7, Series 63, Financial Services, Sales, Relationship Management, Investment Advisory

Education
University of Maryland College Park   1990 — 1994

John Bonczek, CFA John Bonczek, CFA Greater New York City Area Details
John Bonczek, CFA's Citigroup Asset Management Experience August 2004 - December 2005
Job CSE at Western Asset Management
Industry Investment Management
Experience
Western Asset Management  December 2005 - Present
Citigroup Asset Management   August 2004 - December 2005
Alliance Capital Management  August 1988 - August 2004

Skills
Fixed Income, Investments, Asset Management, Mutual Funds, Financial Markets

Education
Northwestern University - Kellogg School of Management
MBA, Finance/Marketing

University of New Hampshire
Bachelor of Science

Dean Yuliano Dean Yuliano Greater New York City Area Details
Dean Yuliano's Citigroup Asset Management Experience 2004 - September 2006
Job Vice President, Senior Marketing Associate at ClearBridge Investments, LLC
Industry Financial Services
Experience
ClearBridge Investments, LLC   September 2006 - Present
Citigroup Asset Management   2004 - September 2006
Dow Jones & Co.   1998 - 2004
Dow Jones Telerate  1997 - 1998
Dow Jones & Co.   1993 - 1997
The Waterbury Republican-American   1987 - 1992

Skills
Financial Services, Asset Management, Fixed Income, Marketing Communications, Wealth Management, Investment Management, Securities, Separately Managed..., Proposal Writing, News Writing, Copy Editing, Management, Interviews, Public Relations, Equities, Mutual Funds, Digital Marketing

Education
The University of Connecticut   1983 — 1987
Bachelor's degree, Journalism

The Juilliard School

Kerris Wigfall Kerris Wigfall Greater New York City Area Details
Kerris Wigfall's Citigroup Asset Management Experience July 2004 - October 2005
Job at
Industry Financial Services
Experience
ING U.S. Investment Management   June 2011 - Present
MEAG New York Corporation  October 2005 - June 2011
Citigroup Asset Management   July 2004 - October 2005
Morgan Stanley Investment Management  April 2003 - July 2004
T. Rowe Price Associates  2000 - 2003

Skills
Asset Management, Capital Markets, Cross-functional Team..., Fixed Income, Investments

Education
University of Baltimore School of Law   1996 — 1999
JD

Morgan State University   1991 — 1995
BS, Finance

Maria Torsney Maria Torsney Greater New York City Area Details
Maria Torsney's Citigroup Asset Management Experience August 2000 - May 2002
Job Household Manager at Self
Industry Individual & Family Services
Experience
Self  June 2008 - Present
AXA Equitable  November 2007 - June 2008
Legg Mason  May 2002 - November 2007
Citigroup Asset Management   August 2000 - May 2002

Education
State University of New York College at Old Westbury   2012 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General, 4.0

Terence Cuddihy Terence Cuddihy Greater New York City Area Details
Terence Cuddihy's Citigroup Asset Management Experience September 1999 - December 2001
Job Quantitive Analyst at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein  December 2001 - Present
Citigroup Asset Management   September 1999 - December 2001
Standard & Poor's   October 1994 - September 1999

Skills
Fixed Income, Performance Attribution, SQL, Microsoft Excel, Series 7, Series 63, Performance Measurement, Access, Microsoft Word, Point, Yieldbook, Aqua Data Studio

Education
Pace University - Lubin School of Business   1997 — 1998
MBA, Economics

Montclair State University   1983 — 1988
Bachelor of Arts (B.A.), Economics

Wendy Murdock Wendy Murdock Greater New York City Area Details
Wendy Murdock's Citigroup Asset Management Experience October 1998 - October 2002
Job Corporate Director. P&L and risk mgmt expertise, incl. in electronic payments and asset management.
Industry Financial Services
Experience
USAA Federal Savings Bank  December 2013 - Present
Recall Holdings   December 2013 - Present
MasterCard Worldwide  May 2012 - March 2013
MasterCard Worldwide  January 2009 - May 2012
Syniverse Technologies  May 2009 - December 2011
Mastercard Worldwide  February 2005 - January 2009
Putnam Lovell NBF  February 2004 - February 2005
Citigroup Asset Management   October 1998 - October 2002
Tullett & Tokyo Liberty   1996 - 2000
Salomon Smith Barney  September 1997 - October 1998

Skills
Mobile Payments, E-payments, Product Management, Payments, Credit Cards, Mobile Commerce, Cards, Payment Gateways, Transaction Processing, Mobile Banking, Product Marketing, Analytics, Product Development, E-commerce, Strategic Partnerships

Education
The University of Western Ontario   1980 — 1982
Master of Business Administration (MBA), Finance and Marketing

McGill University   1968 — 1972
Bachelor of Arts (B.A.), French Canadian Studies

Bill Golden Bill Golden Greater New York City Area Details
Bill Golden's Citigroup Asset Management Experience October 1998 - March 2004
Job Managing Director; Head of US Product at Legg Mason
Industry Financial Services
Experience
Legg Mason  July 2011 - Present
Legg Mason  June 2007 - October 2011
Legg Mason  September 2006 - June 2007
Citigroup  March 2004 - September 2006
Citigroup Asset Management   October 1998 - March 2004
Rowland Communications  1992 - 1994

Education
New York University - Leonard N. Stern School of Business   1993 — 1997
MBA, Finance

Le Moyne College   1985 — 1989
BS, Accounting; Minor: Philosophy

Colleen Erickson Colleen Erickson Harrisburg, Pennsylvania Area Details
Colleen Erickson's Citigroup Asset Management Experience 1999 - 2002
Job Manager, Software Quality Assurance
Industry Pharmaceuticals
Experience
Evidera  May 2015 - Present
United BioSource Corporation  December 2010 - April 2015
ProSanos Corporation  October 2006 - November 2010
Citigroup Asset Management   1999 - 2002
Citigroup Asset Management   1995 - 1999
Hyatt Regency Reston  1992 - 1995

Skills
Cross-functional Team..., Process Improvement, Project Management, Human Resources, Pharmaceutical Industry, Business Analysis, Quality Assurance, Microsoft Office, Quality System

Education
Penn State University
B.A., Mass Communications

Patrick Mc Nelis Patrick Mc Nelis Greater New York City Area Details
Patrick Mc Nelis's Citigroup Asset Management Experience 2002 - 2006
Job Investment Management Client Service & Sales Executive/Private Investor
Industry Investment Management
Experience
Seix Investment Advisors LLC  February 2012 - June 2015
Greenwich Associates  September 2010 - February 2012
Pyramis Global Advisors  2008 - 2010
Principal Global Investors  2006 - 2008
Citigroup Asset Management   2002 - 2006

Skills
Strategy, Management, Leadership, Product Development, Sales Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Equities, Investments, Investment Management, Sales, Global Marketing, Global Business..., Offshore Funds, Consultants, Global Investment..., Irish music, Asset Allocation, Mutual Funds, Series 7

Education
New York University
BS, Economics

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

Regis High School

Bill Zorovich Bill Zorovich Greater New York City Area Details
Bill Zorovich's Citigroup Asset Management Experience December 2002 - January 2005
Job Regional Director
Industry Investment Management
Experience
Van Kampen Investments  February 2005 - May 2009
Citigroup Asset Management   December 2002 - January 2005
Merrill Lynch Investment Managers  May 2001 - December 2002
Salomon Brothers  September 1996 - April 2001
United States Navy  October 1986 - March 2001
Merrill Lynch  July 1995 - August 1996
Garvin Guybutler Corporation, New York, NY   June 1994 - October 1994

Skills
Series 7, Mutual Funds, Asset Allocation, Securities

Education
Troy University   1992 — 1994
MS, Management

Saint John's University   1984 — 1986
BS, Mathematical Physics

State University of New York Maritime College   1982 — 1983
Nuclear Engineering

Karen Corso Karen Corso Greater New York City Area Details
Karen Corso's Citigroup Asset Management Experience October 1999 - December 2005
Job Director at Legg Mason
Industry Financial Services
Experience
Volunteer Center of Bergen County, Inc  May 2011 - Present
Legg Mason  December 2005 - Present
Citigroup Asset Management   October 1999 - December 2005
Salomon Smith Barney  January 1995 - October 1999
Smith Barney Asset Management  January 1993 - December 1994

Skills
Equities, Alternative Investments, Mutual Funds, Hedge Funds, Asset Managment, Financial Modeling, Financial Analysis, Closed-end Funds, 529 Plans, Fixed Income, Corporate Finance, Product Management, Product Development, Pricing Strategy, Team-oriented, Analysis, Asset Management, Finance

Education
Pace University - Lubin School of Business
BBA, Accounting, Finance

Eric Harley Eric Harley Greater New York City Area Details
Eric Harley's Citigroup Asset Management Experience January 1999 - June 2006
Job Director at Legg Mason
Industry Financial Services
Experience
Legg Mason  June 2006 - Present
Citigroup Asset Management   January 1999 - June 2006

Skills
Series 7, Mutual Funds, Investments, Financial Planning, Leadership Development

Education
Southeastern University   1988 — 1993
BS, Marketing

Ondina Purcell Ondina Purcell Greater New York City Area Details
Ondina Purcell's Citigroup Asset Management Experience 1999 - 2002
Job Director of Marketing at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P.   October 2013 - Present
UBS  March 2006 - September 2013
Advest, Inc  2003 - 2004
Citigroup Asset Management   1999 - 2002
Prudential Financial  1997 - 1999

Skills
Wealth Management, Alternative Investments, Mutual Funds, Marketing Strategy, Marketing Management, Relationship Management, Fixed Income, Equities, Asset Allocation, Marketing, Securities, Fixed Annuities, Financial Advisory, Hedge Funds, Investment Advisory, Brand Ambassadors, Series 63, Content Management, Series 7, Social Media Marketing

Education
Seton Hall University   1986 — 1989
BS in Business, Marketing, Spanish

The Wharton School
SIFMA - Securities Industry Institute, 2012

Wendy Wong-Tsang Wendy Wong-Tsang Greater New York City Area Details
Wendy Wong-Tsang's Citigroup Asset Management Experience 2000 - 2002
Job Compliance Officer at Caxton Associates LP
Industry Financial Services
Experience
Caxton Associates LP  September 2011 - Present
Perella Weinberg Partners  January 2011 - September 2011
Nomura Asset Management  2006 - January 2011
Goldman Sachs  2003 - 2006
Citigroup  2002 - 2003
Citigroup Asset Management   2000 - 2002
The MONY Group  1997 - 1999

Education
Saint Peter's University   1999 — 2002
MBA, Management Information Systems

Stony Brook University   1992 — 1996
BA, Economics

Kamlun Shek (石錦麟), PhD, CFA Kamlun Shek (石錦麟), PhD, CFA Greater New York City Area Details
Kamlun Shek (石錦麟), PhD, CFA's Citigroup Asset Management Experience August 2001 - August 2004
Job Ramius Alternative Solutions
Industry Investment Management
Experience
Ramius Alternative Solutions   June 2010 - Present
Morgan Stanley Investment Management  August 2004 - May 2010
Citigroup Asset Management   August 2001 - August 2004
FactSet Research Systems Inc.  May 2001 - August 2001
Goodyear Tire and Rubber Company  September 1998 - May 2001

Education
Rensselaer Polytechnic Institute   1992 — 2001
Ph.D., M.S., M.S., Mechanical Engineering, Computer Science, Mechanics

National Cheng Kung University   1983 — 1990
M.S., B.S., Civil Engineering

Heather Kang-Dull Heather Kang-Dull Elkridge, Maryland Details
Heather Kang-Dull's Citigroup Asset Management Experience 2000 - 2002
Job Principal / Director
Industry Education Management
Experience
Legg Mason Capital Management  2011 - 2011
Citigroup Asset Management   2000 - 2002
Citigroup Asset Management   2000 - 2002
PPM  1998 - 2000
GE  1989 - 1998
GE Investments  1989 - 1998

Skills
Investments, Hedge Funds, Equities

Education
The George Washington University   1987 — 1989
MBA, International Finance

Loyola University Maryland   1984 — 1987
BBA, Finance

David Meell David Meell Greater New York City Area Details
David Meell's Citigroup Asset Management Experience 2000 - 2004
Job VP at Dreyfus
Industry Financial Services
Experience
Dreyfus  September 2004 - Present
Citigroup Asset Management   2000 - 2004

Skills
Series 7, Mutual Funds, Financial Services, Asset Allocation, Alternative Investments, Series 24

Education
Penn State University   1979 — 1983
BS, Business

Wayne Bissell Wayne Bissell Greater New York City Area Details
Wayne Bissell's Citigroup Asset Management Experience 2003 - 2005
Job BA, consultant at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital  2009 - Present
Legg Mason  2005 - 2009
Citigroup Asset Management   2003 - 2005
Vona Information Systems Inc (VIS)   1999 - 2003
Union Bank of Switzerland  1995 - 1999
The DSL Group Inc   1986 - 1995
ARBAT Systems Ltd   1978 - 1986

Education
Syracuse University - Martin J. Whitman School of Management
BS Summa Cum Laude

Rebecca Herrera-Mendez Rebecca Herrera-Mendez Greater New York City Area Details
Rebecca Herrera-Mendez's Citigroup Asset Management Experience October 1981 - December 2005
Job Product Management
Industry Financial Services
Experience
Legg Mason & Company, LLC   1981 - 2009
Legg Mason & Company, LLC   1981 - 2009
Citigroup Asset Management   October 1981 - December 2005
Smith Barney  1994 - 2005

Education
Pace University - Lubin School of Business   1977 — 1981
BBA, AS, Business Administration, Marketing

Robert McCormack Robert McCormack Greater New York City Area Details
Robert McCormack's Citigroup Asset Management Experience April 2005 - September 2005
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  September 2005 - Present
Citigroup Asset Management   April 2005 - September 2005
Morgan Stanley Investment Management  October 2004 - April 2005
New York Life Investment Management  September 1999 - October 2004

Skills
Financial Analysis, Fixed Income, Asset Management, Equities, Mutual Funds, Alternative Investments, Investments, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Derivatives, Capital Markets

Education
Montclair State University   1994 — 1999
Bachelor of Science (B.S.), Accounting

Adriane N. Parris, CFA, CAIA Adriane N. Parris, CFA, CAIA Greater New York City Area Details
Adriane N. Parris, CFA, CAIA's Citigroup Asset Management Experience January 2001 - October 2004
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  November 2004 - Present
Morgan Stanley Smith Barney  November 2004 - Present
Citigroup Asset Management   January 2001 - October 2004
Neuberger Berman  January 2000 - December 2000
Neuberger Berman  April 1996 - December 1999

Skills
Asset Allocation, Bloomberg, Capital Markets, ETFs, Investment Advisory, FINRA, Private Equity, Financial Services, Portfolio Management, Market Research, Derivatives, Bonds, Microsoft Excel, Investment Management

Education
University at Albany, SUNY   1990 — 1994
BS, Economics

Vernon Barback Vernon Barback Greater New York City Area Details
Vernon Barback's Citigroup Asset Management Experience August 1999 - February 2004
Job Partner at AltB Partners LP
Industry Financial Services
Experience
AltB Partners LP   January 2013 - Present
GlobeOp Financial Services  March 2004 - September 2012
Citigroup Asset Management   August 1999 - February 2004
Bankers Trust  1977 - 1999

Skills
Alternative Investments, Hedge Funds, Equities, Asset Management, Capital Markets, Investment Banking, Securities, Fixed Income, Private Equity, Fund Administration, Derivatives, Financial Markets, Equity Derivatives, Options, Credit Derivatives, Fund Of Funds, Bloomberg, Banking, Trading, Start-ups, Middle Office, Portfolio Management

Education
University of Cambridge   1974 — 1977
BA, Economics

Fred Slade Fred Slade Greater New York City Area Details
Fred Slade's Citigroup Asset Management Experience January 1997 - March 2006
Job Senior Director, Investments at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services  May 2007 - Present
Guggenheim Partners  July 2006 - March 2007
Citigroup Asset Management   January 1997 - March 2006
NYNEX Corporation (now Verizon)   July 1984 - December 1996

Skills
Hedge Funds, Mutual Funds, Equities, Investments, Asset Allocation, Fixed Income, Series 7, Alternative Investments, Portfolio Management, 401k, Investment Management, Series 63, Investment Advisory, Investment Strategies, Asset Management, Securities, Pensions, Retirement, Pension Funds, Financial Services, Capital Markets, Economics

Education
University of Pennsylvania   1976 — 1981
MA, PhD, Economics

University of Pennsylvania   1972 — 1976
BA, Magna cum Laude, Economics

Amanda McNichol Amanda McNichol Greater New York City Area Details
Amanda McNichol's Citigroup Asset Management Experience October 2004 - December 2005
Job VP, Channel Manager Retirement at Legg Mason
Industry Financial Services
Experience
Legg Mason  April 2011 - Present
Legg Mason  April 2008 - April 2011
Citigroup Asset Management   October 2004 - December 2005

Education
Union College   1988 — 1992
BA, Economics/Sociology

Springside School

Catherine Beck Catherine Beck Houston, Texas Area Details
Catherine Beck's Citigroup Asset Management Experience 1999 - 2001
Job Market Data Management
Industry Financial Services
Experience
Bank of America Merrill Lynch Commodities  June 2006 - Present
Merrill Lynch Commodities, Inc  2006 - 2009
MRE Consulting  2004 - 2006
Citigroup Asset Management   1999 - 2001
Bridge Information Systems  1995 - 1999
Interactive Data  1988 - 1991

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

Education
Texas A&M University
BS, Animal Science

The University of Texas at Austin - Red McCombs School of Business
MBA, Information Systems Management

Stephanie Ratcliffe Stephanie Ratcliffe Greater New York City Area Details
Stephanie Ratcliffe's Citigroup Asset Management Experience 2001 - 2001
Job : FX Infrastructure Middle Office, AVP
Industry Banking
Experience
Barclays Bank PLC  October 2007 - Present
Lehman Brothers  2007 - 2007
Caxton Associates  2003 - 2006
Citigroup Asset Management   2001 - 2001

Skills
FX Options, Derivatives, Microsoft Excel, Securities, Structured Products, VBA

Education
New York University   1998 — 2002
Finance/ Information Systems

Patricia Beans Patricia Beans New York, New York Details
Patricia Beans's Citigroup Asset Management Experience September 2002 - December 2004
Job Director of Strategic Offshore Accounts at Legg Mason
Industry Financial Services
Experience
Legg Mason  December 2004 - Present
Citigroup Asset Management   September 2002 - December 2004
Citigroup Asset Management   September 1999 - September 2002
Smith Barney Asset Management  February 1998 - September 1999
Citi Smith Barney  January 1989 - February 1998

Skills
Mutual Funds, Asset Managment, Series 63, Series 7, Wealth Management, Investments, Asset Management, Securities, Retirement, CRM, FINRA, Fixed Income, Management, Strategy, Asset Allocation

Education
Webster University
Masters Degree, Management/Marketing

North Central College
Bachelors Degree, Psychology

Arnold Wadley Arnold Wadley Greater New York City Area Details
Arnold Wadley's Citigroup Asset Management Experience December 2002 - April 2004
Job Head of US Marketing Compliance at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments  May 2010 - Present
District of Columbia Public Schools  October 2008 - November 2010
Legg Mason & Company   September 2007 - June 2008
Deutsche Asset Management  April 2004 - August 2007
Citigroup Asset Management   December 2002 - April 2004
Prudential Securities, Incorporated  August 1999 - December 2002

Education
New York University
Certificate, Project Management

University at Buffalo
Masters of Science, Applied Public Affairs & Urban Planning

University at Buffalo   1989 — 1994
Bachelor of Arts, Social Sciences

Ralph Peluso Ralph Peluso Greater New York City Area Details
Ralph Peluso's Citigroup Asset Management Experience August 2003 - December 2005
Job Senior Vice President, DCIO at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management  June 2011 - Present
Allianz Global Investors  January 2006 - September 2010
Citigroup Asset Management   August 2003 - December 2005
Matrix Settlement & Clearance Services   April 2002 - August 2003
GoldK  August 2001 - April 2002
PIMCO Advisors Distribution Company   August 1991 - August 2001

Skills
Series 7, Series 66, Series 24, Wealth Management, New Business Development, Mutual Funds, Investments, Asset Management, Selling, Retirement, Asset Allocation, Sales, Uniform Combined State..., 401k, Financial Services, Series 63, Separately Managed..., Strategic Planning, Defined Contribution, Alternative Investments, Retirement Planning

Education
Rye Neck High School   1982 — 1986

The University of Connecticut
BS, Business

Michael Roman Michael Roman Dallas/Fort Worth Area Details
Michael Roman's Citigroup Asset Management Experience January 2001 - January 2003
Job President of Distribution at MCI Megatel Capital Investment
Industry Financial Services
Experience
MCI - Megatel Capital Investment   December 2014 - Present
Preferred Apartment Communities  August 2012 - December 2014
Alternative Investment Company   February 2011 - August 2012
United Development Funding  March 2008 - July 2010
Behringer Harvard  February 2003 - March 2008
Citigroup Asset Management   January 2001 - January 2003
Salomon Smith Barney (Citigroup)   January 1999 - January 2001

Skills
529 Plans, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Due Diligence, Equities, FINRA, Finance, Financial Analysis, Financial Services, Fixed Annuities, Institutional Sales, Investment Properties, Private Equity, Real Estate, Sales Management, Marketing, Series 7, Securities, Mutual Funds, Selling, Investment Strategies, Wholesale, Series 63, Wealth Management, Strategic Financial..., Training, Investments, Public Speaking, Retirement, Retirement Planning, Portfolio Management

Education
Stephen F. Austin State University
Bachelor of Arts

David J. Bowen, CIPM David J. Bowen, CIPM Greater New York City Area Details
David J. Bowen, CIPM's Citigroup Asset Management Experience June 1998 - July 2002
Job Director, Manager Performance Operations at Legg Mason
Industry Financial Services
Experience
Legg Mason  January 2005 - Present
Legg Mason  July 2002 - December 2004
Citigroup Asset Management   June 1998 - July 2002

Skills
Derivatives, Asset Allocation, Bloomberg, Wealth Management, Risk Management, Business Analysis, Financial Modeling, Financial Analysis, Vendor Management, SDLC, Series 24, Trading

Education
Pace University   2000 — 2002
Master of Business Administration (M.B.A.), Strategic Management

University of Rhode Island   1994 — 1998
Bachelor of Science (B.S.), Finance and MIS

James Nocilla James Nocilla Glen Rock, New Jersey Details
James Nocilla's Citigroup Asset Management Experience April 1992 - March 2006
Job Compliance Professional
Industry Financial Services
Experience
MEAG New York Corporation  March 2006 - Present
Citigroup Asset Management   April 1992 - March 2006

Skills
Securities, Fixed Income, Derivatives, Capital Markets, Asset Management, Risk Management, Equities, Hedge Funds, Portfolio Management, Trading, Bonds, Alternative Investments, SharePoint, Project Management, Hedging, Management, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg

Education
St. Francis College   1978 — 1982
BA - English, Computer and Information Sciences, General, 3.2

Liliana Santos-Labarta Liliana Santos-Labarta Greater New York City Area Details
Liliana Santos-Labarta's Citigroup Asset Management Experience September 2000 - April 2002
Job
Industry Financial Services
Experience
Prudential Investments  June 2007 - Present
Landmark Education  February 2005 - April 2007
Organize U   February 2004 - February 2005
Debevoise & Plimpton LLP  June 2003 - February 2004
Vintage Filings   February 2003 - June 2003
Goldman Sachs  May 2002 - January 2003
Citigroup Asset Management   September 2000 - April 2002
J.P Morgan  May 2000 - September 2000
Cleary, Gottleib, Steen & Hamilton   June 1998 - April 2000

Skills
Mutual Funds, Securities, Capital Markets, Corporate Finance, Mergers, Banking, Equities, Private Equity, Risk Management, Investments, Alternative Investments

Education
Rutgers University   2012 — 2015
Master of Business Administration (M.B.A.)

Wesleyan University   1994 — 1998
Bachelor of Arts

Susan Kempler Susan Kempler San Francisco Bay Area Details
Susan Kempler's Citigroup Asset Management Experience December 1997 - February 2005
Job Managing Director, Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  February 2005 - Present
Citigroup Asset Management   December 1997 - February 2005
Morgan Stanley  1990 - 1995

Skills
Capital Markets, Equities, Fixed Income, Hedge Funds, Management, Portfolio Management, Equity Research, Bloomberg, Financial Analysis

Education
University of Pennsylvania - The Wharton School

Trevor Forbes Trevor Forbes Pittsfield, Massachusetts Area Details
Trevor Forbes's Citigroup Asset Management Experience 1991 - 1999
Job Managing Director, Investments, Renaissance Investment Group
Industry Financial Services
Experience
Renaissance Investment Group LLC   November 2011 - Present
Standard Life Investments (USA)   April 2011 - November 2011
Standard Life Wealth   October 2007 - March 2011
ABN Amro Private Bank (UK)   2004 - 2007
Julius Baer International   2001 - 2004
Citigroup Asset Management   1991 - 1999

Skills
Investments, Wealth Management, Strategic Financial..., Portfolio Management, Asset Management, Investment Strategies, Equities, Asset Allocation, Financial Services, Business Strategy, Fixed Income, Alternative Investments, Investment Advisory, Financial Planning, Investment Management

Education
University of Leicester   1968 — 1971
BSc (Hons), Combined Studies

Patrick Iozzo Patrick Iozzo Hartford, Connecticut Area Details
Patrick Iozzo's Citigroup Asset Management Experience October 2003 - January 2006
Job Experienced professional in investment performance and attribution analysis,and GIPS compliance.
Industry Investment Management
Experience
Brown Brothers Harriman  July 2013 - Present
Babson Capital Management  May 2011 - June 2012
Citi  January 2010 - May 2011
State Street  January 2006 - January 2010
Citigroup Asset Management   October 2003 - January 2006

Skills
Hedge Funds, Fixed Income, Alternative Investments, Asset Managment, Equities, Alternative Assets, Investments, Private Equity, Performance Attribution, Asset Management, Performance Management, GIPS Compliance, Bloomberg, Securities, Portfolio Management, Mutual Funds, Financial Services, Derivatives, Investment Management

Education
2015 CIPM Experts Candidate

Suffolk University - Sawyer School of Management   1998 — 2000
Master of Science (MS), Finance, General

UNIVERSITY OF MASSACHUSETTS AT LOWELL   1993 — 1996
Bachelor of Science (BS), Finance, General

Antonio Capozza Antonio Capozza Greater New York City Area Details
Antonio Capozza's Citigroup Asset Management Experience 2000 - 2003
Job
Industry
Experience
HH Brown  October 2003 - Present
Citigroup Asset Management   2000 - 2003

Education
Lehigh University   1996 — 2000

Paul Cangro Paul Cangro Greater New York City Area Details
Paul Cangro's Citigroup Asset Management Experience July 2002 - April 2005
Job Director at Citi
Industry Financial Services
Experience
Citigroup Global Markets Inc.  August 2009 - Present
Citigroup Global Markets Inc.  May 2005 - July 2009
Citigroup Asset Management   July 2002 - April 2005

Skills
Financial Markets, Capital Markets, Fixed Income, Derivatives, Securities, Trading, Interest Rate..., Banking, Portfolio Management, Swaps, Bonds, Money Market

Education
Manhattanville College   1997 — 2001
Bachelor of Arts (B.A.), Economics

Bronxville High School   1993 — 1997

Gaurang Shah Gaurang Shah New York, New York Details
Gaurang Shah's Citigroup Asset Management Experience January 2003 - May 2005
Job Director, Equity Derivatives Marketing, Head of Insurance Sales at Credit Suisse
Industry Banking
Experience
Credit Suisse  May 2005 - August 2015
Citigroup Asset Management   January 2003 - May 2005
WR Hambrecht + Co  June 2000 - August 2000
PwC  July 1995 - July 1999

Skills
Series 7, Series 63, Equity Derivatives, Modern Portfolio Theory, Asset Allocation, Risk Budgeting, Statistical Data..., Monte Carlo Simulation, Microsoft Excel, Matlab, Hedge Funds, Analysis, Capital Markets, Financial Modeling, Portfolio Management

Education
MIT Sloan School of Management   1999 — 2001
Master of Business Administration (MBA), Financial Engineering

University of Pennsylvania   1991 — 1995
Bachelor of Science (B.S.) Economics and Engineering, Entrepreneurial Management and Bioengineering

Karen O'Donohoe Karen O'Donohoe Montrose, New York Details
Karen O'Donohoe's Citigroup Asset Management Experience May 2000 - October 2004
Job Market Data Administration at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management  April 2014 - Present
BNY Mellon  December 2004 - March 2014
BNY Mellon  March 2006 - September 2010
Citigroup Asset Management   May 2000 - October 2004

Skills
Banking, Equities, Financial Analysis, Financial Services, Microsoft Excel, Mutual Funds, Securities, Bloomberg, Investments, Fixed Income, Risk Management, Asset Management, Portfolio Management, Microsoft Office, Derivatives, Lotus Notes, Outlook, Customer Service, Access, Accounting, Trading, Financial Markets, Hedge Funds, Capital Markets, Back Office

Education
Carlow University, Pittsburgh, PA   2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General

Niagara University   1984 — 1988
Bachelor's degree, Commerce

Susan Lachance Susan Lachance Greater New York City Area Details
Susan Lachance's Citigroup Asset Management Experience 1993 - 2005
Job Compliance Professional | Fund Oversight
Industry Financial Services
Experience
Citi  2006 - 2013
Legg Mason (acquired Citigroup Asset Management)   2005 - 2006
Citigroup Asset Management   1993 - 2005
SunAmerica Mutual Funds  1991 - 1993

Skills
Investments, Mutual Funds, Equities, Fixed Income, Analysis, Management, Bonds, Trading, Analytics, Asset Management, Securities, Hedge Funds, Portfolio Management, Alternative Investments, Financial Services, Finance, Series 7, Capital Markets, Bloomberg, Wealth Management

Education
Rutgers University
Bachelor of Arts (B.A.), Economics and French

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