Citigroup- Private Bank
Citi Private Bank, a subsidiary of multinational banking conglomerate Citigroup, markets Private banking services for ultra-high net worth clients, including entrepreneurs and senior corporate executives. It has 60 offices in 23 countries. CEO: Peter Clive Charrington (Sep 2014–) Subsidiaries: Citi Private Bank, Asset Management Arm, Citigroup Private Bank (hong Kong), Asset Management Arm Parent organization: Citigroup
Citigroup- Private Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citigroup- Private Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Citigroup- Private Bank Employees
Deutsche Bank October 2006 - Present
Citigroup Private Bank February 2001 - September 2006
IBJ Whitehall August 1989 - September 2000
Arthur Andersen & Co. June 1985 - June 1987
Skills
Lending to Ultra High..., Lending to middle..., Providing subscription...
Education
Columbia University - Columbia Business School 1987 — 1989
Master of Business Administration (MBA), Finance, General
Wesleyan University 1981 — 1985
Bachelor of Arts (BA), Economics
HSBC March 2014 - Present
Standard Chartered Bank February 2008 - February 2014
Citigroup Private Bank 2004 - 2008
Citigroup 2004 - 2008
Credit Agricole Indosuez April 1999 - July 2004
The Chase Manhattan Bank 1994 - 1998
The Chase Manhattan Bank 1994 - 1998
ABN AMRO 1990 - 1994
Skills
AML, Banking, Capital Markets, Commercial Banking, Credit Risk, Due Diligence, Financial Risk, Investment Banking, Operational Risk, Operational Risk..., Risk Management, Derivatives, Enterprise Risk..., Equities, KYC, Anti Money Laundering
Education
LIU Post 1991 — 1993
Dowling College 1986 — 1990
BBA, Accounting, Finance
FTSE Russell April 2015 - Present
SunGard Financial Systems January 2014 - April 2015
SunGard Financial Systems May 2013 - January 2014
MSCI Inc. July 2010 - April 2012
RiskMetrics Group January 2010 - January 2011
RiskMetrics Group May 2008 - January 2010
RiskMetrics Group August 2004 - May 2008
Private Business July 2002 - August 2004
Citigroup Private Bank July 2001 - July 2002
Instinet 1999 - 2001
Education
Fordham Gabelli School of Business 1999 — 2001
MBA, Finance and Information and Communication Systems
University at Albany, SUNY
BA, Political Science
Schoology November 2014 - Present
Macmillan April 2013 - November 2014
HBO April 2009 - March 2013
HBO May 2008 - April 2009
HBO February 2006 - May 2008
Citigroup Private Bank 2004 - 2006
Con Edison June 2000 - August 2004
Skills
Weblogic, Hibernate, XSLT, Web Services, Ant, Maven, Oracle SQL, Spring, SAML, Integration, SOA, JUnit, Subversion, XML, Swing, SQL, Oracle, Databases, Mobile Devices, Android, WebLogic, Spring Framework
Education
New York University 2000 — 2004
BA, Computer Science
Re-Sources USA July 2008 - Present
Victoria's Secret Direct May 2006 - July 2008
Victoria's Secret Direct 2006 - 2008
Citigroup Private Bank September 2005 - May 2006
MetLife Investors August 1999 - September 2005
Supreme Building Maintenance Corp. October 1989 - May 1999
Skills
Time Management, Administrative..., Management, Human Resources, Marketing, Accounts Receivable, Invoicing, Lotus Notes, Outlook, PeopleSoft, Office Management, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Team Leadership, Project Management, Payroll, Process Improvement, Budgets, System Administration
Education
DeVry University 2002 — 2004
Business Administration
Rice University July 2014 - Present
Banco Penta 2006 - 2009
HSBC 2005 - 2006
Citigroup Private Bank 2004 - 2005
Skills
Stata, SAS, VBA, Matlab, R, SQL, Econometrics, Accounting
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2014
Doctor of Philosophy (PhD), Accounting
Pontificia Universidad Católica de Chile 1998 — 2003
B.Eng. in Industrial and Bioprocess Engineering
Private Investment & Consulting 2013 - Present
UGE July 2014 - July 2015
Gota Water S.A. 2010 - 2012
Standard Chartered Bank 2010 - 2011
UBS AG 2006 - 2010
Citigroup Private Bank 2004 - 2006
JP Morgan Private Bank 1999 - 2001
Skills
Investments, Portfolio Management, Business Development, Entrepreneurship, Private Equity, Wealth Management, Leadership, Start-ups, Negotiation, Strategy, Executive Management, Sales, Spanish, Relationship Management, Renewable Energy, Latin America, Venture Capital, Account Management, International Business, Private Banking, Investor Relations, Alternative Investments, Real Estate, Corporate Social..., Banking, Financial Advisory, Key Account Management, Capital Markets, Emerging Markets, Wealth Management..., Due Diligence, Hedge Funds, Investment Advisory, Asset Management, Financial Markets, Asset Allocation, Strategic Financial..., Equities, Investment Strategies, CRM, Client Acquisition, Management, Cross-functional Team..., Business Strategy
Education
Thunderbird School of Global Management 2002 — 2004
MIM, Masters in International Management, Global Finance
Fordham University - Graduate School of Business Administration 2002 — 2004
MBA, Finance
University of Michigan
BA, Psychology, Pre-Med
Tel Aviv University
Brookline High School
Castle Medical, LLC January 2014 - Present
Write Our Movie October 2010 - January 2014
AHC Media 2013 - 2013
Yokogawa January 2012 - December 2012
MTV Networks June 2009 - April 2011
MTV Networks July 2006 - June 2009
Quantum Growth Coaching September 2005 - May 2006
The Active Network / Active Europe January 2004 - May 2005
Citigroup Private Bank June 2002 - August 2002
Skills
Event Planning, Marketing, Digital Media, Social Media, Event Management, Project Management, SEO, Copywriting, Entrepreneurship, Start-ups, Graphic Design, Social Media Marketing, Social Networking, Creative Writing, Screenwriting, Web Design, Sports, Creative Direction, Online Marketing, Advertising, Video Editing, Adobe Creative Suite, Brand Development, Entertainment, Video Production, Strategy, WordPress, Blogging, Facebook
Education
Savannah College of Art and Design 2012 — 2013
Certificate in Digital Publishing, Graphic Design
University of Southern California 2011 — 2011
Certificate, Digital Media and Technology Management Program
University of San Diego 2002 — 2005
Bachelor of Business Administration (BBA), Marketing
Bentley University 2000 — 2001
J.P. Morgan August 2012 - Present
HSBC Corporate, Investment Banking & Markets May 2006 - August 2012
Wells Fargo Capital Markets June 2004 - May 2006
Wells Fargo 2004 - 2006
Citigroup Private Bank September 2002 - May 2004
Citi Private Bank 2000 - 2004
Citigroup Private Bank April 2000 - September 2002
Skills
Equities, Commodity, Foreign Exchange, Structured Products, Wealth Management, Derivatives, Financial Structuring, Currency, Hedging, Rates, Fixed Income, Alternative Investments, FX Options, Financial Risk, Investments, Portfolio Management, Private Equity, Structured Finance, Trading, Valuation
Education
Thunderbird, the Gavin School of International Management 1999 — 2000
MBA
Thunderbird School of Global Management 1998 — 1999
Masters in International Management
Florida International University 1993 — 1995
BBA
Citigroup June 2013 - Present
Citigroup Private Bank July 2010 - June 2013
Citigroup Private Bank September 2006 - July 2010
Skills
Banking, Business Analysis, Financial Analysis, Microsoft Office, Analysis, Process Improvement, Leadership, Finance, Project Management, Financial Services, Wealth Management, Risk Management
Education
CUNY Medgar Evers College
BA, English, A
Nassau Community College
Associate of Science (A.S.), Computer Science
Hachette Book Group November 2014 - Present
BPM Consulting Services August 2013 - November 2014
ALLSector Technology Group December 2008 - May 2013
ALLSector Technology Group December 2008 - October 2010
Citi January 1998 - March 2009
CitiGroup January 1995 - March 2008
Citigroup Private Bank 1998 - 2001
Ex Machina March 1994 - February 1996
Paper Software July 1993 - March 1994
IBM January 1982 - February 1993
Skills
IT Strategy, SDLC, Business Development, Consulting, Business Process Design, Vendor Management, SaaS, Integration, Software Project..., IT Management, Cloud Computing, Enterprise Architecture, Data Warehousing, Project Management, Management, Program Management, Enterprise Software, Business Process..., Project Portfolio..., Agile Methodologies, Business Process, Business Intelligence, Solution Architecture, Disaster Recovery, PMO, Requirements Gathering, Software Development, Business Process..., PMP, Start-ups, SharePoint, SOA, Governance, Outsourcing, IT Operations, Requirements Analysis, Professional Services, Business Process..., Agile Project Management, Business Continuity, Information Technology, Business Architecture, Process Improvement, Business Transformation, Global Delivery, Visio, IT Outsourcing, Data Center, Resource Management, IT Service Management
Education
State University of New York at Binghamton 1977 — 1982
Bachelor of Science (B.S.)
Wilmington Trust May 2014 - Present
City National Bank October 2012 - January 2014
First Republic Bank July 2011 - July 2012
TD Wealth Management March 2004 - July 2011
Citigroup Private Bank 2001 - 2003
Skills
Investments, Wealth Management, Banking, Credit, Commercial Banking, Strategic Financial..., Finance, Private Banking, Investment Management, Loans, Credit Analysis, Commercial Lending, Asset Management, Trading, Emerging Markets, Equities, Asset Managment, Capital Markets, Loan Origination, Retail Banking, Mortgage Lending, Structured Credit
Education
Fordham University - Graduate School of Business Administration 1999 — 2001
MBA, Finance, Accounting
SUNY Albany 1988 — 1992
BS, Business Administration
US Trust August 2007 - Present
Citigroup Private Bank Florida June 2005 - July 2007
US Trust 2003 - 2005
First Repubublic Bank 2001 - 2003
Citigroup Private Bank 1997 - 2001
Citibank N A 1993 - 1997
Skills
Private Banking, Commercial Banking, Investment Management, Capital Markets, High Net Worth..., Strategic Financial..., Mergers & Acquisitions, Investments, Wealth Management, Banking, Mortgage Lending, Credit
Education
New York University 2003 — 2005
Diploma Program in Credit Analysis
Fairleigh Dickinson University
B.S. Economics & Finance
Citco Fund Services January 2014 - Present
Citco Fund Services December 2012 - December 2013
Citco Fund Services February 2010 - December 2012
Oracle Financial Services Software Ltd July 2007 - January 2010
Citigroup Private Bank May 2006 - August 2006
Singapore Armed Forces May 2002 - May 2003
Skills
C++, Matlab, R, VBA, Java, Oracle, Unix, Python, Options, Hibernate, Financial Modeling, Programming, SQL, Quantitative Finance, OOP, Fixed Income, Spring, Hedge Funds, Subversion, Equities, XML, Web Services, Derivatives, PL/SQL, Linux, Sybase, Eclipse, Time Series Analysis, Maven, JIRA, Groovy, Spring Integration, Java Enterprise Edition, SDLC, Spring Framework
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Master of Quantitative Finance, GPA 3.705
National University of Singapore 2003 — 2007
Bachelor of Computing - Honours in Computer Science, Computer Science
Bank Leumi USA June 2015 - Present
Dynamic Edge Solutions September 2014 - April 2015
Citigroup Citi Trust April 2012 - July 2014
Citigroup Private Bank November 2004 - February 2012
AIG April 2001 - October 2004
ClickRadio June 2000 - April 2001
Muze May 1998 - June 2000
Skills
Business Analysis, Recruiting, SDLC, Business Strategy, Leadership, Vendor Management, Software Documentation, Visio, Unix, SharePoint, Integration, Project Planning, Sybase, Crystal Reports, Use Case Analysis, SQL, Quality Center, Requirements Analysis, Negotiation, Talent Management, Management, Risk Management, Consulting, Analysis, PMO
Education
City University of New York-Queens College 1996 — 2000
Webster Private Bank May 2014 - Present
Wells Fargo Advisors, LLC June 2010 - May 2014
JPMorgan 2005 - June 2010
Northern Trust 2003 - 2005
Citigroup Private Bank April 1997 - July 2003
Prudential Financial July 1992 - April 1997
Chase Manhattan Bank 1985 - 1987
Skills
Finance, Wealth Management, Investments, Insurance, Alternative Investments, Series 7, Portfolio Management, Asset Allocation, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, Investment Advisory
Education
Fordham University - Graduate School of Business Administration 1997 — 1998
MBA, Finance
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Professional
Fairfield University 1981 — 1985
Bachelor of Science, Finance
Stepinac
Dentsu Aegis Network June 2015 - Present
IQPC August 2014 - May 2015
360i June 2014 - August 2014
Centerlight Health System November 2013 - June 2014
SMartinez & Company, LLC May 2012 - November 2013
Hess Corporation January 2012 - August 2013
The College Board November 2010 - January 2012
United Nations Head Quarters September 2007 - October 2010
Watchers International Corp June 2005 - July 2007
Citigroup Private Bank February 2005 - June 2006
Skills
ITIL, Crystal Reports, Siebel, Business Objects, Microsoft Office, Lotus Notes, Cisco Call Manager, Heat, Remedy, WebEx, GoToMeeting, Telepresence, Active Directory, Blackberry Enterprise..., iPhone, BMC Remedy, Training, Technical Support, Information Technology, Management, Help Desk Support, Project Management, Cloud Computing, Leadership, Networking
Education
Cornell University - Johnson Graduate School of Management 2014 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 4.0
Pace University 2010 — 2012
Masters Degree, Computers and Information Systems; Project Management
Monroe College 2006 — 2009
Bachelors Degree, Science
Curtis High School 1996 — 2000
Diploma, Computer Science
Keller Williams Realty March 2011 - Present
Citigroup Private Bank July 2001 - December 2010
Fleet Bank, Albany NY March 2001 - July 2001
US Bank, St. Paul Mn June 2000 - March 2001
State Street Bank January 1999 - January 2000
First Security Corp, Salt Lake City, UT November 1997 - January 1999
Summit Bancorp, Ridgefield Park NJ March 1996 - October 1997
Norwest, Minneapolis, MN January 1996 - March 1996
Chase Manhattan, NYC, NY October 1992 - October 1995
Society, Cleveland, OH April 1992 - October 1992
Skills
Selling, Investors, Condos, Sellers, Real Estate, Residential Homes, Consulting, Business Analysis, Loans, Listings, Customer Service, Relocation, Property, Sales, Investment Properties, Marketing
Education
Arizona State University, W. P. Carey School of Business 1979 — 1982
B.S., Accounting
Girls Preparatory School (G.P.S.) Chattanooga, Tennessee 1976 — 1977
Harpeth Hall School, Nashville, Tennessee 1972 — 1975
City of New Orleans 2014 - Present
Office of Mayor Mitch Landrieu, City of New Orleans 2010 - 2014
Office of Lieutenant Governor, State of Louisiana 2008 - 2009
Louisiana Serve Commission, Lt. Governor's Office 2006 - 2008
World Health Organization, United Nations 2004 - 2006
UICC International Union Against Cancer 2002 - 2004
Lightning Instrumentation 2001 - 2002
FirstQuote 1998 - 2001
Clariden Bank, Credit Suisse 1996 - 1998
Citigroup Private Bank 1994 - 1996
Skills
Strategic Planning, Strategic Partnerships, Social Entrepreneurship, Government, Public/private..., International..., Public Policy, Program Management, Capacity Building, Grants, Community Development, Proposal Writing, Nonprofits, Strategic Communications, Partnerships, Program Development, Strategy, NGOs, Economic Development
Education
Louisiana State University and Agricultural and Mechanical College 1988 — 1993
Bachelor's Degree, BSc, International Trade & Finance and BA, French
Universite d'Angers, France 1990 — 1991
Citi Private Bank February 2010 - June 2015
Citigroup Private Bank February 2001 - May 2009
Westmark Mortgage Corporation January 1999 - January 2001
Citibank Consumer Bank Division February 1995 - December 1998
Citibank January 1993 - January 1995
Skills
Series 7, Financial Services, Risk Management, Training, Wealth Management, Retail Banking, Banking, Portfolio Management, Credit, Relationship Management, Financial Risk, Private Banking
Education
University of Virginia 1992 — 1994
CBA Graduate Degree, Consumer's Banking Assoc - Retail Banking
Providence College 1971 — 1975
B.S., Business Management
Real Estate Research Realty February 2014 - Present
PLAN of Arizona, a nonprofit organization 2014 - Present
Cutty Legacy Foundation 2011 - Present
Arizona Republican Party August 2014 - Present
Arizona Community Foundation 2001 - 2013
The Phoenix Symphony 2007 - 2010
Citigroup Private bank 2006 - 2008
Phoenix Children's Hospital Foundation 2006 - 2008
Bank of America 2000 - 2006
Arthur Andersen 1998 - 2000
Skills
Negotiation, Real Estate Marketing, Real Estate, Phoenix Real Estate, Real Property, First Time Home Buyers, Seller Residential Real..., Risk Management, Buyers Residential Real..., Luxury, First Time Home Sellers, Management, Investment Properties, Single Family Homes, Real Estate Transactions, Event Management, Marketing Strategy, Home Staging, Relocation, Move Up Buyers, 1031 Exchanges, Listings, Strategic Planning, Tax, Accounting, Strategy, Non-profits, Business Planning, Public Speaking, Investments, Business Strategy, Leadership, Organizational..., Team Leadership, Leadership Development, Team Building, Finance, Financial Analysis, Budgeting, Financial Modeling, Budgets, Nonprofits
Education
Colorado State University 1973 — 1977
BA, Business Administration-Accounting
HSBC Private Bank August 2011 - May 2013
US Trust January 2008 - August 2011
Citigroup Private Bank March 2007 - December 2007
Merrill Lynch Bank and Trust January 2006 - January 2007
Ameriprise Financial Advisors December 2001 - January 2006
Skills
Investments, Credit, Banking, Wealth Management, Series 7, Private Banking, Mandarin, Shanghainese, Series 66, Trust Services, Succession Planning, Philanthropy, Asset Management, Financial Planning, Asset Managment, Strategic Financial..., Uniform Combined State..., Portfolio Management, Wealth Management..., Investment Advisory, Investment Management, Series, KYC, Estate Planning, Relationship Management, Management, Business Development, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
San Francisco State University 2010 — 2010
Executive Certificate in Financial Planning
University of San Francisco 1999 — 2002
B.S.
GFI Capital Resources Group, Inc. January 2012 - Present
Africa Israel USA June 2008 - January 2012
REDEMA, INC April 2006 - June 2008
PETER AXELROD & ASSOCIATES November 2004 - April 2006
United States Attorney's Office August 2003 - November 2004
CITIGROUP PRIVATE BANK May 2003 - August 2003
Hawkins Delafield & Wood LLP July 2001 - August 2001
NEW YORK STATE HOUSING FINANCE AGENCY June 2000 - August 2000
Skills
Developments, Litigation, Real Estate Development, Joint Ventures, Corporate Governance, Investments, Legal Writing, Legal Research, Real Estate Transactions, Real Estate, Negotiation, Leases, Commercial Real Estate, Disposition, Legal Assistance
Education
Brooklyn Law School 1999 — 2002
JD, Law
Clark University 1995 — 1999
BA, Economics and Government
Poly Prep 1993 — 1995
City National Bank September 2008 - Present
Citigroup Private Bank August 1994 - 2008
Skills
Private Banking, Banking
Education
Iona College
BA, International Studies, with a concentration in Business
JPMorgan Chase & Co. September 2015 - Present
Baruch College January 2011 - Present
Association for Conflict Resolution of Greater New York July 2009 - Present
Goldman Sachs January 2013 - September 2015
FINRA November 2001 - September 2015
Yaro Group, LLC June 2000 - September 2015
John Jay College January 2006 - December 2012
Port Authority of NY & NJ April 2007 - January 2010
Citigroup Private Bank September 2005 - December 2006
U.S. Trust July 2002 - December 2006
Skills
Conflict Resolution, Training, Mediation, Executive Coaching, Leadership, Conflict Management, Coaching, Analysis, Human Resources, Organizational Design, Employee Relations, Strategic Planning, Policy, Project Management, Arbitration, Alternative Dispute..., Management, Nonprofits, Teaching, Workshop Facilitation, Dispute Resolution, Team Building, Negotiation, HRIS, Business Analysis, Interviews, Personnel Management, Employee Benefits, Report Writing, Business Process..., Access, Recruiting, Data Analysis, Business Intelligence, SaaS, Conflict, Russian, Customer Service, Family Mediation, Retreat Facilitation, Strategic Thinking, Training &..., Deferred Compensation, University Teaching, College Teaching, Cultural Differences, 360 Feedback, Qualified Mediator, Strategy, Leadership Development
Education
Coro - Leadership NY XVIII 2006 — 2007
Cornell University 1993 — 1995
MILR, Industrial & Labor Relations
New York University - Leonard N. Stern School of Business 1987 — 1991
BS, Marketing, International Business
Brooklyn Technical High School 1983 — 1987
HS, Bio-Med
Seth Low, IS 96 1980 — 1983
Citigroup Private Bank January 2011 - Present
Citi Private Bank 2001 - 2010
Paperfly, Inc 2000 - 2001
Newgen Software Technologies 1996 - 2000
Skills
Document Imaging
Education
Annamalai University 1994 — 1997
MCA, Computers
Sri Krishnadevaraya University 1991 — 1994
BSC, Computers
Government Junior College, Kurnool 1989 — 1991
Intermediate, Computers
Lal Bahadur English Medium High School, Anantapur 1983 — 1989
Schooling
Blue Spark Capital Advisors August 2011 - Present
Fallen Angel Theatre Company March 2015 - Present
Capital Research and Management February 2006 - March 2012
Citigroup Private Bank June 2004 - September 2005
UBS Investment Bank June 1998 - April 2004
The Globe Bookstore and Coffeehouse, Prague 1993 - 1998
Education
Columbia University - Columbia Business School
MBA, Finance
Georgetown University
B.A., Literature
Wilbraham Monson Academy
Sullivan & Cromwell LLP January 2015 - Present
Sullivan & Cromwell LLP January 2008 - December 2014
Sullivan & Cromwell LLP February 2006 - December 2007
Citigroup Investment Bank 2005 - 2006
Citigroup Private Bank 1998 - 2005
Education
Northeastern University
University of Hawaii
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management August 2007 - November 2013
Citigroup Private Bank March 2007 - August 2007
Deutsche Bank Securities January 2006 - March 2007
Skills
Quantitative Analytics, Quantitative Research, Quantitative Finance, Investment Banking, Finance, Equity Trading, Stock Trading, Bloomberg Terminal, Microsoft Office, Written & Verbal..., Dependable Team Player, Highly motivated..., Self-motivated Team..., Technology, Fixed Income, Equities, KYC, Bloomberg, FINRA, Due Diligence, Investment Strategies, Investment Management, Mutual Funds, Bonds, Options, Wealth Management..., FX trading, Equity Derivatives, Equity Research, Derivatives, Investment Advisory, Asset Management, Investments, Financial Advisory, Wealth Management, Securities, Foreign Exchange, Client Services, Settlement, Financial Risk, Prime Brokerage, Middle Office, FX Options, Currency
Education
Brooklyn College 2001 — 2005
Bachelor of Science (B.S.), Business Management and Finance
Morgan Stanley January 2014 - Present
Morgan Stanley 2011 - Present
Rovi Corp 2008 - 2011
Jack Morton Worldwide 2006 - 2008
Jack Morton 2006 - 2008
Citigroup Private Bank December 2005 - September 2006
Time Inc. January 2004 - December 2005
Skills
Corporate Communications, Employee Relations, Talent Management, Talent Acquisition, Strategy, Leadership, Management, Deferred Compensation, Internal Communications, Screening, Mergers & Acquisitions, Time Management, Recruiting, Performance Management, Employee Benefits, Human Resources, Coaching, Employee Engagement
Education
Manhattan College 1998 — 2003
BS, Finance & Marketing
Citi Private Bank October 2010 - Present
Citigroup January 2010 - March 2011
Citigroup Capital Markets October 2008 - December 2009
Citigroup Capital Markets March 2001 - April 2008
Citigroup Private Bank August 1997 - March 2001
RBC Capital Markets 1995 - 1997
Skills
Fixed Income, Bloomberg, Structured Products, Bonds, Derivatives, Emerging Markets, Hedge Funds, Investments, Portfolio Management, Private Banking, ABS, Finance, High Yield, Capital Markets, Swaps, Securities, Trading, Equities
Education
McMaster University 1990 — 1994
Bachelor of Arts, Economics and Politial Science
CFA Institute
Level II, CFA (chartered financial analyst)
Name to be announced. Stay tuned. September 2015 - Present
Guy Carpenter September 2013 - August 2015
Davisbase Consulting June 2013 - August 2013
McGraw-Hill Education November 2012 - May 2013
JPMorgan Chase December 2011 - August 2012
The Associated Press July 2011 - October 2011
Penton Media August 2010 - May 2011
Bloomberg LP February 2009 - August 2010
Legg Mason May 2006 - July 2008
Citigroup Private Bank August 2004 - April 2006
Skills
Project Management, Agile Project Management, Business Analysis, MS Project, Scrum, TFS, Visio, Access, Content Management, SharePoint, Quality Assurance, Software Documentation, Technical Documentation, Microsoft Excel, SQL, Technical Writing, VBA, SDLC
Education
City University of New York City College
BA, History
City University of New York-Brooklyn College
Post Baccalaureate Studies, Computer Programming
New York University
School of Continuing Studies, Computer Programming
JP Morgan April 2009 - October 2010
Calamos Investments April 2007 - January 2009
Citigroup Private Bank 1993 - 2007
Skills
Investments, High Net Worth..., Wealth Management, Private Banking, Wealth Management..., Investment Management, Strategic Financial..., Business Development, Business Strategy, Financial Analysis, Retirement, Banking, Credit, Asset Management, Family Office, Portfolio Management, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
University of Illinois 1989 — 1993
B.A.
Danish Institute for Study Abroad (DIS) 1992 — 1992
Self Employed June 2012 - Present
Emigrant Bank March 2008 - June 2012
Citigroup Private Bank April 2006 - March 2008
RBC Capital Markets April 2000 - April 2006
Lehman Brothers April 1998 - April 2000
Schroder & Co. March 1997 - March 1998
The New York Center for Neuropsychology & Forensic Behavioral Science September 1991 - March 1997
Skills
PowerPoint, Confidentiality, Spreadsheets, Microsoft Excel, Outlook, Telephone Skills, Data Entry, Expenses, Office Management, Microsoft Word, Calendars, Facebook, File Management, Team Building, Office Administration, Fax, Microsoft Office, Social Networking, Calendaring, Editing, Travel Arrangements, Executive Support, Expense Reports, Executive..., High Level Of..., Meeting Scheduling, Discretion, Business Correspondence, Administrative Office..., Handle Confidential..., Organizing Meetings, Executive Level..., Virtual Assistance, Administrative..., Concur, Time Management, Microsoft Outlook
Education
Long Island University, Brooklyn Campus
MA, Clinical Psychology
St. Francis College
BA, Film and Broadcasting
Mount Sinai Beth Israel June 2014 - Present
Mount Sinai Beth Israel August 2012 - Present
Columbia University 2007 - 2011
Columbia University Medical Center January 2009 - June 2009
Citigroup Private Bank April 2003 - December 2006
Skills
SPSS, Research, Data Analysis, Qualitative Research, Stata, Grant Writing, Literature Reviews, Nonprofits, Clinical Research, PowerPoint, Social Media, Statistics
Education
Columbia University in the City of New York 2007 — 2011
Bachelors of Science, Neuroscience and Behavior; Premed
Laguardia Community College 2003 — 2006
Network Systems and Security, Computer Networking
Mercer Investments October 2013 - Present
Citigroup 1994 - Present
Citi January 2012 - August 2013
Citigroup - Global Transaction Services August 2004 - December 2011
Citigroup Asset Management March 2003 - September 2004
Citigroup Private Bank July 2002 - November 2003
Salomon Smith Barney November 1997 - July 2002
Smith Barney June 1994 - November 1997
Credit Suisse May 1987 - May 1994
NYNEX April 1986 - May 1987
Skills
Investment management..., Strategic Technology..., Vendor Management, Fixed Income Technology, derivatives technology, technology outsourcing, IT Transformation, Investment Brokerage, Manage Client..., Strategic Planning, Global Management, Talent Management, Asset management, Integration, Financial Services, Program Management, Alternative Investments, Middle Office, IT Strategy, Outsourcing, Equities, Information Technology, Asset Managment, Hedge Funds, Fixed Income, Product Innovation, Back Office, Fund Accounting, E-commerce, Collateral Management, Investment Management, Strategy, Cross-functional Team..., Business Development, Trading Systems, ETFs, Wealth Management, Risk Management, Fund Of Funds, SDLC, Business Analysis, Market Data, Capital Markets, Data Modeling, Asset Management, Electronic Trading, Investments, Prime Brokerage, Derivatives, Investment Banking
Education
City University of New York-Hunter College 1983 — 1986
BA
FINCAD September 2015 - Present
FINCAD March 2013 - Present
Robert Half Technology January 2013 - March 2013
1-800-GOT-JUNK? September 2012 - December 2012
Appnovation Technologies March 2012 - July 2012
Radiant Communications January 2011 - November 2011
Canadian Autoparts Toyota Inc July 2007 - December 2010
Citigroup Private Bank June 2006 - May 2007
Citigroup Private Bank July 2005 - June 2006
Skills
Recruitment, HRIS, Employee Relations, Performance Management, Policy, Job Descriptions, Talent Management, Recruiting, Employee Training, Onboarding, Talent Acquisition, Personnel Management, HR Policies, Human Resources, Employee Engagement, Interviews, Employee Benefits, Training, Sourcing, New Hire Orientations, Technical Recruiting, Benefits Administration, Management, Employment Law, Applicant Tracking..., System Administration, Temporary Placement, Hiring
Education
Hofstra University 2004 — 2006
MA, Industrial/Organizational Psychology
The University of British Columbia 1998 — 2003
Bachelor of Arts, Psychology
Citi July 2015 - Present
Citigroup Global Markets, Inc. July 2011 - Present
Morgan Stanley June 2008 - July 2011
Citigroup Private Bank April 2006 - June 2008
American International Group November 2003 - April 2006
Skills
Basel II, Fixed Income, Derivatives, Credit Risk, Investment Banking, Equities, Bloomberg, Financial Analysis, Credit, Financial Risk, Financial Modeling, Counterparty Risk, Risk Management, Corporate Finance, Strategic Financial..., Structured Products, Portfolio Management, Banking, Securities, Basel III, Capital Markets, Hedge Funds, Market Risk, Equity Derivatives
Education
Binghamton University 1999 — 2003
Bachelors, Economics
NBC Universal May 2014 - Present
The Oregon Renaissance Festival February 2013 - Present
SYNLawn New York February 2013 - Present
JCC in Manhattan October 2003 - Present
National Yiddish Theatre - Folksbiene 1999 - Present
methodshop February 2010 - Present
HurryDate February 2010 - July 2014
The New York Renaissance Faire May 2008 - August 2014
NBC News March 2006 - May 2014
Citigroup Private Bank April 2004 - January 2006
Skills
Social Media, Administrative Support, Editorial, Editing, Blogging, Digital Media, Social Networking, New Media, Event Planning, Public Relations, Social Media Marketing, Television, Video Production, Facebook, Public Speaking, Administrative..., Media Relations, Press Releases, Digital Strategy, Creative Writing, Content Strategy, Publicity, Film, Entertainment, Producing, Video, Internal Communications, Breaking News, Copywriting, Non-profits, Content Development, Video Editing, Photography, Copy Editing, Broadcast Journalism, Community Outreach, Marketing, Corporate Communications, Digital Marketing, Event Management, AP Style, Advertising, Broadcast Television, Media Production, Online Journalism, Marketing Strategy, Journalism, Broadcast, Acting, Theatre
Education
Hofstra University 1994 — 1996
BFA, Theatre Performance
Oral Roberts University 1992 — 1994
Theater, Television, Film Performance
Broadridge Financial Solutions June 2014 - Present
Credit Suisse March 2008 - December 2013
Citigroup Private Bank March 2006 - September 2007
Citigroup - Smith Barney July 2003 - February 2006
Raymond James Financial October 1999 - March 2002
A.T. Kearney August 1997 - June 1999
JP Morgan April 1993 - July 1995
Ernst and Young August 1991 - April 1993
Skills
Wealth Management, Financial Services, Strategy, Management Consulting, Marketing, Strategic Financial..., Business Strategy, Process Improvement, Corporate Development, Private Banking, Cross-functional Team..., Consulting, Derivatives, Investments, Portfolio Management, Equities, Finance, Strategic Planning, Investment Banking, Business Development, Risk Management, Analysis, Executive Management, Management, Financial Modeling, Corporate Finance, Private Equity, Mergers & Acquisitions, Competitive Analysis, Leadership, Due Diligence, Financial Analysis, Capital Markets, New Business Development, Asset Management
Education
J.L. Kellogg Graduate School of Management 1995 — 1997
MBA, Business Manangement
The College of William and Mary 1987 — 1991
BBA, Accounting
Salesforce January 2015 - Present
AdRoll March 2012 - January 2015
BevAlert December 2009 - March 2012
Gigya January 2009 - September 2009
Zecco May 2008 - October 2008
Charles Schwab June 2007 - April 2008
Cents Ability June 2003 - October 2007
Citigroup Private Bank August 2004 - January 2007
AXA Financial June 2002 - July 2004
Skills
Analytics, E-commerce, Business Development, Marketing Strategy, Marketing, Digital Marketing, Web Analytics, Entrepreneurship, Online Advertising, Strategic Planning, Market Research, Direct Sales, Cold Calling, Product Development, Product Marketing, Sales, Web Design, Online Marketing, Start-ups, SaaS, Salesforce.com, CRM, SEO, Lead Generation, Strategic Partnerships, Management, Email Marketing, Blogging, SEM, Training, Social Media Marketing, Mobile Marketing, PPC, Competitive Analysis, Digital Strategy, Digital Media, Integrated Marketing, Customer Acquisition
Education
Harvard University 1997 — 2001
BA
Millennium Partners December 2012 - Present
Apollo Management February 2010 - December 2012
Citigroup Inc January 2008 - February 2010
Citigroup Inc. December 2006 - January 2008
Citigroup Inc. January 2005 - December 2006
Citigroup Inc. April 2004 - January 2005
Citigroup Inc. December 2001 - April 2004
Citigroup Private Bank July 2000 - December 2001
Citicorp/Citibank June 1995 - July 2000
American Securities March 1993 - May 1995
Skills
Investment Banking, Investor Relations, Hedge Funds, Banking, Equities, Securities, Private Equity, Corporate Finance, Investments, Fixed Income, Portfolio Management, Financial Services, Asset Management, Capital Markets, Trading, Alternative Investments, Bloomberg, Emerging Markets, Financial Modeling
Education
Mercy College and the American Institute of Banking 2000 — 2002
Masters of Science, Banking
Mercy College 1980 — 1985
Bachelor of Science, Business Administration
Wells Fargo January 2009 - Present
Wachovia Bank, NA, Wealth Management June 2004 - January 2009
Citigroup Private Bank April 1994 - June 2004
BNP Paribas 1997 - 1999
IBJ Schroder 1992 - 1994
Marine Midland 1986 - 1987
Skills
Credit, Wealth Management, Banking, Loans, Commercial Lending, Portfolio Management, Capital Markets, Commercial Banking, Securities, Alternative Investments, Private Banking, Credit Analysis, Risk Management, Financial Services, Mortgage Lending, Hedge Funds, Equities, Underwriting, Finance, Corporate Finance, Investment Advisory, Due Diligence, Strategic Financial..., Valuation, Private Equity, Mergers & Acquisitions, Financial Structuring, Financial Planning
Education
University of Massachusetts Boston 1983 — 1985
BS/BA, English & Economics
Boston University 1981 — 1985
BS/BA, English & Economics
Lancaster Country Day School 1977 — 1981
High School
Windels Marx Lane & Mittendorf, LLP 2004 - Present
Citigroup Private Bank 2000 - 2003
Skills
Affordable Housing..., Federal Low Income..., Real Estate, Tax-Exempt Bonds, Corporate Finance, Real Estate Finance, Public Finance, Travel Industry, Corporate Law
Education
Hofstra University School of Law 2000 — 2003
Doctor of Law (JD)
Hofstra University 1996 — 2000
Bachelor of Business Administration (BBA)
Comerica Bank July 2010 - Present
Comerica Private Bank July 2010 - Present
Pacific Southwest Financial September 2009 - June 2010
Wells Fargo Private Bank September 2007 - August 2009
Citigroup Asset Management June 2003 - December 2005
Citigroup Private Bank April 2001 - May 2003
Skills
Banking, Private Banking, Wealth Management, Loans, Credit Analysis, Commercial Banking, Credit
Education
Garey High School
Diploma
Glendale Community College
Signature Financial LLC May 2013 - Present
R.V.I. Group June 2012 - March 2013
CapitalOne Bank March 2011 - June 2012
DealerTrack January 2011 - March 2011
Cablevision October 2010 - January 2011
DealerTrack August 2009 - December 2009
CitiCapital May 2004 - July 2008
CitiGroup Private Bank January 2001 - May 2004
Citicorp Industrial Credit April 1986 - December 2000
JP Morgan Chase (formerly Manufacturers Hanover Leasing) September 1983 - April 1986
Skills
Commerical Equipment...
Education
Bradley University
BA
Weil Gotshal and Manges July 2012 - Present
Cahill Gordon & Reindel February 2005 - June 2012
CitiGroup Private Bank October 2003 - December 2004
Abrams Garfinkel Margolis Bergson, LLP June 2001 - April 2003
Skills
Proficiency in MS Word,..., Capacity to analyze..., Knowledge of..., Managed corporate..., Corporate Law, Legal Writing, Intellectual Property, Due Diligence, Legal Assistance, Real Estate, Real Estate Transactions, Trademarks, Legal Research, Westlaw, Litigation, Corporate Governance, Litigation Support, Commercial Litigation, Document Review, Licensing, Copyright Law
Education
Fordham University 1997 — 2001
Bachelor of Arts, Political Science
Citigroup Private Bank April 2011 - Present
Skills
Banking, Fixed Income, Equities, Wealth Management, Portfolio Management, Derivatives, Private Banking, Series 7, Capital Markets, Process Improvement, Bloomberg, Investment Banking, Structured Products, Finance, AML, Analysis, Investments
Education
City University of New York City College 1984 — 2003
Bachelor of Business Administration (BBA)
Barclays March 2008 - Present
Wall St Comp 1980 - 2011
Citigroup Private Bank May 2006 - March 2008
JPMorgan Private Bank 1997 - 2006
JPMorganChase 1997 - 2006
Instinet 1994 - 1997
Skills
Compensation, Incentive Programs, Job Evaluation, Salary, HR Consulting, HR Strategy, HR Policies, Performance Management, Compensation Planning, Deferred Compensation, Employee Relations, Succession Planning, Talent Management, Personnel Management, Organizational Design, Employee Benefits, Human Resources, HRIS, Employee Engagement, Talent Acquisition
Education
Baruch College, City University of New York (CUNY) 1979 — 1982
MBA, Management
Columbia University in the City of New York 1978 — 1979
MA, Counseling Psychology
State University of New York at Binghamton 1974 — 1978
BA, Psychology
UBS Wealth Management October 2013 - Present
UBS Wealth Management October 2007 - October 2013
Citigroup Private Bank June 2006 - September 2007
Citigroup Private Bank March 2004 - June 2006
Skills
Series 7, Series 66, Portfolio Management, Private Banking, Performance Measurement, Equities, Bloomberg, Structured Products, Derivatives, Performance Analysis, Financial Markets, Hedge Funds, Client Reporting, Performance Attribution, Risk Analysis, Back Office, FX Options, Business Requirements, Business Analysis, Securities, Middle Office, FINRA, Investment Strategies, Data Analysis, DST HiPerformance, MS Access, SQL, Global Plus, Portia, CDS, High Net Worth..., Uniform Combined State..., Access
Education
Pace University - Lubin School of Business
Morgan Stanley November 2011 - Present
Morgan Stanley March 2010 - October 2011
Federal Reserve Bank of New York April 2009 - February 2010
Morgan Stanley December 2007 - April 2009
Morgan Stanley July 2006 - December 2007
Citigroup Private Bank April 2005 - July 2006
Converium 2001 - 2005
Skills
Financial Risk, Risk Management, Fixed Income, Counterparty Risk, Basel II, Derivatives, Credit Risk
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance, General
New York University 2000 — 2002
Bachelor of Arts (BA), Computer Science
JPMorgan Chase September 2012 - Present
Morgan Stanley Smith Barney January 2009 - September 2012
Citigroup Global Wealth Management January 2007 - December 2008
Citigroup Private Bank January 2005 - December 2007
Skills
Mutual Funds, Forecasting, ETFs, Analysis, Financial Modeling, Capital Markets, Financial Analysis, Insurance, Investment Banking, Corporate Finance, Management, Private Equity, Financial Services, Securities, Financial Reporting, Due Diligence, Finance, Investments, Investment Management, Investment Strategies, Fixed Annuities, Credit, Business Analysis, Financial Risk, Mergers & Acquisitions, Financial Advisory, Cash Management, Equity Research, Financial Markets, Bonds, Emerging Markets, FINRA, Structured Products, Private Banking, Wealth Management..., Trading, Fund Of Funds
Education
Long Island University 2003 — 2005
MBA, Finance (with Distinction)
Moscow State University. 1993 — 1998
BS, Economics and Finance
Citigroup January 2005 - Present
Citigroup Private Bank January 2001 - December 2004
Vesper 1999 - 1999
Citigroup 1994 - 1996
Education
York University 1998 — 2000
MBA, Finance and International Business
Fundação Getulio Vargas 1999 — 1999
MBA
University of California, Irvine 1997 — 1998
Post Graduate Certificate, International Business
Universidade Mackenzie 1992 — 1996
Strategic Streams June 2012 - Present
Deutsche Bank July 2014 - May 2015
Royal Bank of Scotland December 2012 - September 2013
JPMorgan Chase January 2012 - December 2012
UFS April 2010 - December 2011
MGN Group August 2008 - April 2010
Citigroup Private Bank June 2006 - May 2008
Risk Capital October 2000 - June 2006
Auda Capital October 2003 - January 2004
Bear Stearns June 2003 - August 2003
Skills
Excel, PowerPoint, Bloomberg Terminal, Risk Management, Risk Analysis, Wealth Management, Private Wealth..., Asset Management, Portfolio Management, Alternative Investments, Investment Strategies, Structured Products, Emerging Markets, Portfolio Optimization, Portfolio Strategy, Asset Allocation, Enterprise Risk..., Credit Risk, Asset Managment, Fixed Income, Wealth Management..., Derivatives, Microsoft Excel, Equities, Finance, Financial Modeling, Private Equity, Trading, Options, Economics, Hedge Funds, Financial Markets, Commodity, Investments, Project Finance, Mutual Funds, Bloomberg, Bonds, Financial Risk, Hedging, Investment Management
Education
Chartered Alternative Investment Analyst 2006 — 2007
CAIA
Professional Risk Manager 2004 — 2004
PRM
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
Chartered Financial Analyst 1997 — 1999
CFA
Financial Risk Manager 1998 — 1999
FRM
University of Pennsylvania - The Wharton School 1992 — 1996
B.S, Finance
Citi Wealth Management - Latin America August 2011 - Present
Citi Private Bank January 2010 - August 2011
Citi Private Bank January 2009 - December 2009
Citi Private Bank August 2007 - January 2009
Citigroup Private Bank September 2006 - August 2007
Citigroup Private Bank February 2005 - September 2006
Self-employed October 2002 - September 2003
Broadvision Inc. January 2002 - September 2002
Broadvision Inc. December 1999 - January 2002
Anritsu July 1998 - December 1999
Skills
Financial Services, Portfolio Management
Education
Thunderbird School of Global Management 2003 — 2004
MBA
Gardner-Webb University 1989 — 1993
BS
Escuela Internacional Sampedrana 1977 — 1989
High School
Citigroup February 2008 - Present
LWI Inc February 2000 - Present
Satyam February 2008 - 2011
TeamLogic IT 2008 - 2010
IBM- Campbells Soup Comany June 2006 - 2008
Artech Information Systems 2004 - 2005
Citigroup Private Bank September 2003 - January 2004
Nomura Securities 2001 - 2002
Princeton Information 2001 - 2002
Skills
VMware, Data Center, Servers, Solaris, SAN, Network Security, Microsoft SQL Server, Red Hat Linux, IIS, Troubleshooting, Microsoft Exchange, Integration, Oracle, HTML, VoIP, OS X, Netbackup, Enterprise Software, NAS, Dreamweaver, Disaster Recovery, SDLC, Vendor Management, Virtualization, Web Design, Cloud Computing, Active Directory, SQL, Unix, Project Management, Requirements Analysis, Windows Server, Business Analysis, System Administration, Windows, Security, Linux, IT Management, JavaScript, .NET, Data Warehousing, Visio, Operating Systems, Databases, Program Management, Business Intelligence, Java, AJAX, SOA, VMware ESX
Education
Ocean County College 2010 — 2011
Certification, Web Design Specialist w\ Interactive Design
Devry University 2007 — 2009
Sr Systems_Infrastructure Engineer, CIS with Nerwork Secrity, Web Design Technical Management
Ridge High School 1980 — 1984
Diploma, College Prep
RDA Logicon
Systems Ops\Admin, Hp MCS2 Systems Ops\Admin Course
RVCC
MCSE, MCSE
SCVT
MCSE, MCSE
Sun NSC systems
Admin, Solaris Admin
UBS Wealth Management March 2014 - Present
UBS Wealth Management January 2008 - February 2014
Citigroup Private Bank May 2006 - December 2007
Citigroup Private Bank May 2006 - February 2007
Citigroup Private Bank July 2005 - April 2006
BBVA June 2004 - August 2004
BankBoston NA, Peru Branch January 2002 - July 2003
BankBoston NA, Peru Branch September 1999 - December 2001
Education
Columbia Business School
MBA
Universidad de Lima 1994 — 1999
BS
TD Securities September 2010 - March 2012
Litchfield Capital Holdings llc October 2005 - September 2010
Citigroup Private Bank August 2001 - September 2005
Deutsche Bank July 1999 - January 2001
Bankers Trust July 1990 - July 1999
Citibank 1985 - 1990
American Express Bank 1983 - 1985
Bankers Trust 1981 - 1983
Coopers & Lybrand 1979 - 1981
Skills
Compliance, Operational Risk, Budgeting, Hedge Funds, Middle Office, Budgets, Trading, Financial Risk, Capital Markets, Management, Operational Risk..., Internal Controls, Process Improvement, Structured Products, FX Options, Strategic Planning, Banking, AML, Start-ups, Managerial Finance, Securities, Business Process, Fixed Income, Retail Banking, Risk Management, Options, Financial Services, Investment Banking, Private Banking, Portfolio Management, Credit Risk, Derivatives
Education
New York University - Leonard N. Stern School of Business 1979 — 1980
MS, Accounting
Princeton University 1975 — 1979
BA, Economics
Morgan Stanley August 2010 - Present
Barclays Capital August 2009 - August 2010
Deloitte Consulting LLP January 2006 - August 2007
Citigroup Private Bank March 2004 - January 2006
Microoptical Corporation June 2002 - January 2004
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Northeastern University 2001 — 2004
M.S., Computer Science
University of Pune 1997 — 2001
B.E., Computer Engineering
State Street Global Markets August 2013 - Present
University of Rhode Island January 2011 - Present
Harvard University July 2008 - Present
State Street Global Services November 2011 - August 2013
State Street Global Services September 2007 - November 2011
Citigroup Private Bank February 2007 - September 2007
Bentley College September 2005 - August 2006
Bentley College - Elkin B. McCallum Graduate School of Business September 2005 - August 2006
RamFund - Student Managed Equity Fund - University of Rhode Island June 2004 - December 2004
Skills
Analysis, Fixed Income, Equities, Analytics, VBA, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Economics, Data Analysis, Investments, Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
Master of Science, Finance
University of Rhode Island - College of Business Administration 2000 — 2005
Bachelor's, Finance
CFA Institute
CFA Institute
Franchise Helpers, Inc. www.FranchiseHelpersInc.com October 2013 - Present
Workshop in Business Opportunities 2013 - 2014
Nikko Asset Management Americas, Inc. 2006 - 2013
Citigroup Private Bank 2004 - 2006
Amalgamated Bank 2001 - 2003
Farrell-SL Investment Management, Inc. 1996 - 2001
Education
Notre Dame de Namur University 2012 — 2015
Master of Science (MS), Management
City University of New York-Hunter College 2008 — 2011
MSEd, Early Childhood Education
City University of New York-John Jay College of Criminal Justice 1999 — 2001
BA, Forensic Psychology
City University of New York-Baruch College 1994 — 1996
BBA, Finance & Investments
Borough of Manhattan Community College 1992 — 1994
AA, Business Administration
Brooklyn Technical High School 1986 — 1990
HS, Computer Science
J.P. Morgan April 2013 - Present
Barclays Wealth August 2009 - April 2013
Lehman Brothers 2007 - 2009
Citigroup Private Bank 1999 - 2005
Hunt Oil Company 1997 - 1999
Skills
Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Equities, Series 7, Capital Markets, Valuation, Equity Research, Financial Modeling, Investment Banking, Asset Allocation, Investments, Asset Management, Investment Strategies, Portfolio Management, Due Diligence, Wealth Management, Investment Advisory, Investment Management, Financial Services, Investor Relations, Finance
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Financial Instruments & Markets
Dartmouth College 1993 — 1997
BA, Geosciences
Brown Brothers Harriman July 2004 - Present
Citigroup Private Bank March 1993 - June 2004
Citibank Switzerland February 1998 - May 2003
Skills
Equities, Fixed Income, Mutual Funds, Capital Markets, Alternative Investments, Hedge Funds, Portfolio Management, Investment Banking, Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance
Binghamton University 1980 — 1984
BS, Economics, French
Citigroup Private Bank June 2010 - Present
Deutsche Bank Private Wealth Management 2002 - June 2010
Bank of America - Private Bank 1998 - 2002
Skills
Banking, Capital Markets, Investments, Hedge Funds, Alternative Investments, Financial Analysis, Asset Management, Wealth Management, Mortgage Lending, Commercial Banking, Structured Products, Loans, Business Development, Derivatives, Management, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
Atlantic Container Line August 2008 - Present
Prudential Financial July 2007 - July 2008
Goldman 2007 - 2007
Citigroup Private Bank 2003 - 2006
New york life. 2004 - 2004
Oracle IDC 2000 - 2001
BVM Microsystems 1999 - 2000
Education
Devi Ahilya Vishwavidyalaya 1995 — 1999
Self-employed June 2009 - Present
Federal Reserve Bank of New York February 2014 - September 2014
Columbia Business School September 2008 - June 2009
Citigroup April 2005 - April 2007
Citigroup Private Bank March 2004 - March 2005
Merrill Lynch April 2002 - March 2004
Merrill Lynch February 1999 - April 2002
Skills
Speech Writing, Editing, Communications Planning, Internal Communications, Crisis Communications, Marketing Communications, Content Development, Strategic Communications, Investor Relations, Corporate Communications, Copywriting
Education
Harvard University 1993 — 1997
Bachelor's Degree, History
The Ellis School
High School
City National Bank July 2011 - Present
US Trust April 2006 - June 2011
Citigroup Private Bank 1994 - 2006
Skills
Wealth Management, Private Banking, Wealth Management..., Alternative Investments, Asset Managment, Portfolio Management, Series 7, Hedge Funds, Asset Allocation, Equities, Banking, Investments
Education
Hofstra University 1981 — 1983
BBA, Public Accounting
Astrin Consulting January 2008 - Present
Wachovia Bank a Wells Fargo Company June 2008 - January 2011
Citigroup Private Bank April 2004 - April 2007
Merrill Lynch Trust Company April 1996 - September 2003
Skills
Strategic Financial..., Commercial Lending, Commercial Banking, Credit Risk, Financial Analysis, Investment Management, Asset Allocation, Asset Managment, Risk Management, General Counsel, Legal Documents, Attorneys, Trust Services, trust managment, Charitable Trusts, corporate compliance, Charitable Remainder..., Drafting Agreements, Global Regulatory..., Compliance Program..., Strategic Negotiations, Loan Documents, Suspicious Activity..., red flags, Broker-Dealer Compliance, Regulatory Examinations, Investment Advisor..., compliance advisory, Compliance Counseling, Compliance Management..., Compliance Oversight, Internal Compliance, Legal Issues, Legal Research Skills, Negotiation, deal closures, Trustee, Charity Governance, Asset Management, risk managment, Charitable Gift Planning, Philanthropy, Account Management,, key account development, Cross-Functional..., Project Management, Internal Audit, Document Review, Legal Discovery, External Audit
Education
Seton Hall University School of Law 1984 — 1987
Juris Doctor, Law
Drew University 1978 — 1982
BA, Political Science
Citigroup January 2011 - Present
Citi January 2007 - December 2010
Citi October 2005 - December 2007
Citigroup Private Bank 2002 - 2005
UBS Investment Bank October 2000 - February 2002
Goldman Sachs October 1997 - September 2000
Skills
Options, Business Analysis, Foreign Exchange, Structured Finance, Derivatives, Financial Markets, Interest Rate..., Trading, Investment Banking, Financial Modeling, Equities, FX Options, Capital Markets, Structured Products, Fixed Income, Operational Risk, Mergers & Acquisitions, Hedge Funds, Risk Management, Portfolio Management, Financial Risk, Hedging, Finance
Education
Columbia University - Columbia Business School 1998 — 2000
University of Mysore 1989 — 1993
Bachelor of Engineering, Computer Science and Engineering
Demonstration Multi Purpose School (DMS) 1986 — 1988
Lesnevich, Marzano-Lesnevich & Trigg, LLC September 2012 - Present
D'Alessandro & Cieckiewicz, P.C. April 2009 - September 2012
Donahue, Hagan, Klein, Newsome & O'Donnell, P.C. September 2007 - April 2009
Honorable Thomas P. Zampino September 2006 - August 2007
Law Office of Howard B. Felcher August 2005 - November 2005
Bronx Legal Aid Society – Juvenile Rights Division January 2005 - April 2005
CitiGroup Private Bank 2004 - 2005
Madison Area YMCA August 2001 - August 2003
HypoVereinsbank - UniCredit Bank AG June 1999 - August 2001
Madison Area YMCA August 1998 - June 1999
Skills
Domestic Relations, Personal Injury, Litigation, Commercial Litigation, Estate Administration, Estate Planning, Closings, Real Estate, Landlord/Tenant Matters, Family Law, Prenuptial Agreements
Education
New York Law School 2003 — 2006
J.D.
Seton Hall University 1998 — 2002
BA, Communications
Schwartz Financial Services and Regulatory Consulting 2014 - Present
FXCM 2012 - 2014
Royal Bank of Scotland 2012 - August 2012
Moody's Investors Service August 2009 - June 2011
Nomura Securities August 2007 - June 2009
Axiom Legal October 2006 - August 2007
CITIGROUP PRIVATE BANK September 2005 - January 2006
BANC OF AMERICA INVESTMENT SERVICES, INC December 2003 - September 2005
DEUTSCHE BANK SECURITIES INC December 1999 - May 2003
U.S. Securities and Exchange Commission April 1997 - December 1999
Skills
Financial Regulation, Internal Investigations, Compliance, SOX, Corporate Governance, Risk Management, White Collar, Governance, Compliance Management, Change Management, Change Leadership, White Collar Criminal..., Securities, Securities Regulation, Mergers & Acquisitions, Sarbanes-Oxley Act, Hedge Funds, Capital Markets
Education
Boston University School of Law 1985 — 1988
Doctor of Law (J.D.)
University of Pennsylvania 1981 — 1985
B.A., English, Wharton
IBTS - Institute for Building Technology and Safety April 2015 - Present
Western Asset Management October 2010 - April 2015
Consulting for Investment Managers 2007 - October 2010
Citigroup Private Bank 2002 - 2007
Citigroup / Salomon Brothers Asset Management 1998 - 2002
Skills
Fixed Income, Equities, Mutual Funds, Securities, Asset Management, Project Management, Data Management, Microsoft Office, Financial Services, Wealth Management, Finance, Client Services, Bonds
Education
Pace University - Lubin School of Business 1993 — 1997
BBA, Finance, General
Wells Fargo February 2012 - Present
Wells Fargo July 2010 - February 2012
Citigroup Private Bank August 2004 - July 2010
CitiCapital January 1988 - August 2004
RS Carmichael and Co September 1984 - May 1987
The Naisbitt Group October 1981 - June 1984
Skills
Finance, Financial Structuring, Credit, Loans, Portfolio Management, Banking, Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Wealth Management, Capital Markets, Loan Origination, Private Banking
Education
Alfred University 1977 — 1981
Sociology and Political Science
HSBC Private Bank May 2014 - Present
Morgan Stanley Wealth Management September 2013 - May 2014
Citigroup September 2010 - September 2013
Citigroup Private Bank September 2007 - September 2010
Commerce Bank 2002 - 2007
Skills
Loans, Credit, Banking, Wealth Management, Capital Markets, Portfolio Management, Financial Services, Credit Analysis, Credit Risk, Commercial Banking, Private Banking, Securities, Equities, Financial Analysis, Risk Management
Education
New York University
University of Vermont
Bachelor of Arts (B.A.), English/Psychology
Law Office of Rhoda Yabes Alvarez LLC August 2009 - Present
Metro La Union Board of Water Supply July 2005 - January 2008
St. Louis College February 2003 - January 2008
Yabes & Yabes Alvarez Law Offices January 2003 - January 2008
Citigroup Private Bank August 2002 - February 2003
Skills
U.S. Immigration, Family Law, International..., Philippine Law, Mediation, Alternative Dispute..., Arbitration, Dispute Resolution, Litigation, Legal Research, Courts, Legal Writing, Personal Injury, Employment Law, Corporate Law, Dispute
Education
University of London 1996 — 1997
Master of Laws (LLM), Commercial and Corporate Law
Ateneo de Manila University 1990 — 1994
Doctor of Law (JD), Law
Henry de Vismes Managing DirectorCitigroup Asset Management2001 - 2005
Citigroup Private bank 1990 - 2005
Citigroup Private bank 1990 - 2005
Skills
Investment Management, Alternative Investments, Equities, Portfolio Management, Capital Markets, Asset Management, Asset Managment, Investments, Hedge Funds, Fixed Income, Investment Advisory, Wealth Management, Asset Allocation, Investment Strategies, Series 7
Education
City University London
Citigroup Private Bank Client ManagerCiti Global Wealth Management2006 - Present
Citi Private Bank 2004 - Present
Citigroup Private Bank 2003 - Present
Education
New York Institute of Technology 1977 — 1981
Itau Private Bank International November 2012 - Present
Citigroup Private Bank October 2004 - November 2012
KPMG LLP 1998 - 2004
Karp & Genauer LLP October 1997 - October 1998
Kleinfeld & Giacosa 1994 - 1997
Skills
Wealth Management, Estate Planning, Private Banking, High Net Worth..., Wealth Management..., Banking, Portfolio Management, Mutual Funds, Asset Managment, Series 7, Financial Planners, International Tax, Alternative Investments, Private Equity, Investment Advisory, Investments, Asset Management, Equities, Fixed Income, Securities, Strategic Financial..., Hedge Funds, Trust Services, Financial Planning, Financial Services, Investment Management
Education
St. Thomas University School of Law 1991 — 1994
JD, Law
Florida International University - College of Business Administration 1988 — 1991
BBA, Finance
Belen Jesuit Preparatory 1981 — 1987
High School, High School
E*TRADE Financial October 2013 - Present
Deutsche Bank March 2013 - October 2013
Morgan Stanley June 2010 - March 2013
Barclays Capital June 2009 - June 2010
Goldman Sachs March 2007 - April 2009
Citigroup Alternative Investments March 2004 - March 2007
Citigroup 2000 - 2005
Citigroup Private Bank 2000 - 2005
Citibank 1987 - 1994
Skills
Information Security, Change Management, Corporate Communications, Records Management, Risk Management, Operations Management, Internal Audit, Vendor Management, Business Analysis, Management, Strategy, IT Management, Security, Integration, Software Documentation, Project Management, Training
Education
Indiana University Bloomington 1972 — 1980
Ph.D., Languages
Middlebury College 1968 — 1972
B.A., Languages
Wells Fargo Private Bank December 2010 - Present
BNY Mellon Wealth Management April 2004 - November 2010
Citigroup Private Bank November 1999 - March 2004
Citibank/Citigold June 1996 - November 1999
USAA Investment Management Company March 1993 - May 1996
Skills
Wealth Management, Portfolio Management, Loans, Investment Management, Equities, Series 7, Credit, Banking, Securities, Fixed Income, Hedge Funds, Asset Management, Financial Services, Finance, Capital Markets
Education
Iona College 1980 — 1984
BBA, Finance
Goldman Sachs April 2008 - Present
US Trust April 2006 - April 2008
Citigroup Private Bank June 1990 - April 2006
Skills
Wealth Management..., Alternative Investments, Capital Markets, Hedge Funds, Private Banking, Equities, Equity Research, Private Equity, Wealth Management, Securities, Portfolio Management, Asset Managment, Credit, Credit Risk, Investment Advisory
Education
Columbia University - School of International and Public Affairs 1988 — 1990
MIA, Finance & Banking
Union College (NE) 1982 — 1984
BA, History & Religion
Far Eastern Academy 1977 — 1980
Credit Suisse April 2010 - Present
Capgemini May 2008 - April 2010
Citigroup Private Bank June 2001 - May 2008
Citigroup Private Bank 1999 - 2001
Citigroup Private Bank 1998 - 1999
Skills
Fluent in Portuguese..., Strategy, IT Strategy, Management Consulting, Business Strategy, Portuguese, Portfolio Management, Program Management, Wealth Management, Investments, Asset Management, Spanish, English, Investment Banking, Business Analysis, Business Process..., Trading Systems, Business Transformation
Education
Lehigh University 1996 — 1998
MBA, Finance
Lehigh University 1992 — 1996
B.S., Industrial Engineering
Charles Schwab May 2008 - Present
Citigroup Private Bank December 2005 - March 2008
Wells Fargo Private Bank December 2000 - June 2005
Education
San Francisco State University, College of Business 2003 — 2005
MBA, General
Fashion Institute of Technology 1990 — 1992
BS, Sales and Marketing
UBS Wealth Management Vice PresidentJP Morgan2000 - 2008
Citigroup Private Bank 2001 - 2006
Education
Manhattanville College 1981 — 1985
BA, Political Science/Romance Languages
American School of Tangier 1977 — 1979
Undergraduate - High school
South Orange-Maplewood Adult School September 2012 - Present
NYU School of Law July 2010 - August 2011
Create Charter High School August 2009 - June 2010
Institute for Family Health August 2008 - August 2009
NYU School of Law August 2004 - May 2007
Citigroup Private Bank 2001 - 2004
Skills
Non-profits
Education
New York University 2004 — 2008
Hunt Mortgage Group June 2011 - Present
JE Robert Companies March 2008 - September 2009
GE Real Estate 2005 - 2008
Citigroup Private Bank 2000 - 2005
Citigroup Corporate Bank 1998 - 2000
The Chase Manhattan Bank 1993 - 1998
Business International (The Economist) 1984 - 1986
Skills
Investor Relations, Asset Managment, Private Equity, Investments, Marketing Communications, Strategic Planning, Mergers, Capital Markets, Portfolio Management, Due Diligence, Public Relations, Financial Modeling, Marketing Strategy, Asset Management, Media Relations, Leadership, Integrated Marketing, Management, Marketing, Marketing Management, Advertising, Internal Communications, Salesforce.com, Event Management, Strategy, Creative Direction, Strategic Leadership, Real Estate, Entrepreneurship, Team Building, Business Strategy, Business Development
Education
Vassar College 1978 — 1982
BA, history
Columbia University - School of International and Public Affairs 1982 — 1984
Master of International Affairs, International Business/Trade/Commerce
SDA Bocconi 1991 — 1991
Master of International Economics & Management, International Business
Glens Falls
HSBC Private Bank February 2007 - Present
Citigroup Private Bank July 2004 - February 2007
Smith Barney February 2001 - July 2004
Merrill Lynch April 1999 - February 2001
Smith Barney May 1998 - April 1999
Skills
Wealth Management, Series 7, Private Banking, Wealth Management..., Alternative Investments, Hedge Funds, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Banking, Equities, Fixed Income, Asset Management, Financial Services
Education
Binghamton University - School of Management 1994 — 1998
Bachelor of Science (BS), Finance, Marketing and Management
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (BS), Finance, Marketing, Management
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (BS), Finance, Marketing, Management
Northern Trust February 2011 - Present
Northern Trust June 2009 - February 2011
Bank of America April 2008 - June 2009
Citigroup Private Bank July 2003 - December 2007
Citigroup Private Bank October 2000 - July 2003
Citibank October 1996 - September 2000
Skills
Fixed Income, Equities, Series 7, Series 63, Financial Analysis, Banking, Investments, Consulting, Trading, Mutual Funds, Client Development, Manage Client..., Client Relations Skills, Securities, Wealth Management, Financial Services
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Product Management
Drake University
BA, Public Relations
Loyola University of Chicago
Executive Education Programs
Infinity Fitness LLC January 2010 - Present
New York City Fire Department January 2008 - Present
Citi January 2000 - January 2008
Citigroup Private Bank January 2000 - January 2008
Park Avenue Securities LLC 2000 - 2000
Skills
Risk Management, Risk, EMS, Supervisory Skills, Compliance, Credit Analysis, Credit, Wealth Management, Risk Assessment
Education
Arizona State University, W. P. Carey School of Business 1992 — 1996
Bachelor of Science (BS), Finance
Walt Whitman 1988 — 1992
Regents, General Studies
New York Life June 2014 - Present
Union Bank 2008 - 2012
Fist Republic Securities Company, LLC 2006 - 2007
Citigroup Private Bank 1998 - 2006
Citi 1998 - 2006
Bear Stearns Securities Corp. 1994 - 1998
Skills
Investments, Alternative Investments, Securities, Risk Management, Portfolio Management, Asset Allocation, Private Banking, Management, Financial Risk, Wealth Management, Venture Capital, Fixed Income, Investment Advisory, Internal Audit, Financial Services, Finance, Hedge Funds, Banking, Asset Management, Capital Markets, Equities, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1992
Master of Business Administration (MBA), Accounting and Finance
University of Richmond 1983 — 1987
Bachelor of Science (BS), Finance, General
HSBC Private Bank September 2011 - Present
HSBC Private Bank May 2007 - September 2011
Citigroup Private Bank February 2005 - May 2007
Washington Mutual January 2002 - February 2005
The Risk Management Association - Long Island Chapter 1998 - 2003
The Dime Savings Bank January 2000 - January 2002
KeyBank National Association July 1997 - January 2000
KeyBank National Association July 1996 - July 1997
KeyBank National Association September 1994 - July 1996
KeyBank of New York September 1992 - September 1994
Skills
Commercial Banking, Credit, Retail Banking, Credit Analysis, Credit Risk, Structured Finance, Commercial Lending, Private Lending, Lender, Loans, Portfolio Management, Commercial Real Estate, Banking, Structured Lending, Lines Of Credit, Revolving Lines of..., Credit Advisory, Commercial Loans, Hedge Funds, Financial Risk, Investments, Cash Management, Financial Structuring
Education
RMA Young Bankers Association
Washington Mutual Corporate Credit Training 2002 — 2002
Formal Credit Training Program, Commercial Credit
RMA - Level 1A Credit Training - Steven Bradley Associates 2002 — 2002
Formal Credit Training, credit training
American Institute of Banking (AIB) 1993 — 1997
School of Banking Diploma, Operations / Supervision
Hofstra University -Frank G. Zarb School of Business 1998 — 2001
Finance
Holy Trinity Diocesan High School
Regents Diploma
Nassau Community College
Associates, Business
Envoy Mortgage June 2015 - Present
Total Mortgage Services, LLC October 2010 - June 2015
Access Home Lending 2005 - 2009
American Mortgage Network January 2004 - November 2005
Luxury Mortgage 2002 - 2004
Citigroup Private Bank 1997 - 2002
First Union 1992 - 1997
Citimortgage 1988 - 1992
Skills
Loans, FHA, Residential Mortgages, Mortgage Lending, Mortgage Banking, Underwriting, Refinance, Loan Origination, Credit, VA loans, USDA, Banking, FHA Financing, Mortgage Underwriting, VA Loans
Education
University of Bridgeport 1988 — 1992
Master of Business Administration (M.B.A.), Finance, General
Fairfield University 1983 — 1987
Bachelor's Degree, Business Administration and Management, General
CBS Interactive June 2014 - Present
CBS Interactive September 2013 - Present
NBCUniversal, Inc. December 2012 - September 2013
NBCUniversal June 2011 - December 2012
NBCUniversal, Inc. July 2009 - June 2011
General Electric, NBCUniversal July 2007 - July 2009
Gucci America, Inc. August 2005 - May 2006
Citigroup Private Bank June 2004 - August 2005
Berkeley College 2002 - 2004
Skills
Television, Employee Relations, Human Resources, Performance Management, Entertainment, Recruiting, Personnel Management, Organizational Design, Interviews, Digital Media
Education
Teachers College of Columbia University 2005 — 2007
M.A., Organizational Psychology
Loyola University Maryland 1997 — 2001
B.A., Psychology
IHHS
Morgan Stanley August 2013 - Present
Credit-Suisse December 2007 - August 2013
JPMorgan Chase November 2003 - December 2007
Citigroup Private Bank 1999 - 2004
Education
Penn State University 1996 — 1998
MBA, Finance
Penn State University 1990 — 1994
Wells Fargo Private Bank December 2014 - Present
U.S. Trust - Bank of America Private Wealth Management March 2013 - December 2014
JP Morgan April 2009 - March 2013
Deutsche Bank Private Wealth Management April 2007 - April 2009
Citigroup Private Bank March 2005 - April 2007
United States Army Reserve May 1995 - July 2005
Bank of the West July 2001 - March 2005
Citigroup August 1998 - April 2001
US Army May 1992 - May 1995
Skills
Private Banking, Wealth Management..., Series 7, Equities, Alternative Investments, Investments, Portfolio Management, Wealth Management, Investment Banking, Capital Markets, Private Equity, Asset Managment, Series 63, Valuation, Fixed Income
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, General
Columbia University - School of International and Public Affairs 1995 — 1998
MIA, Russian Area Studies
United States Military Academy at West Point 1988 — 1992
B.S., Russian and French
Brother Rice High School 1984 — 1988
FBC Mortgage, LLC June 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) August 2014 - March 2015
SunTrust Mortgage July 2013 - December 2013
SunTrust Mortgage, Inc. September 2005 - July 2013
JPMorgan Chase September 2002 - September 2005
CitiGroup Private Bank January 1999 - April 2002
Skills
Residential Mortgages, Mortgage Lending, Legal Compliance, Operational Efficiency, Process Improvement, FHA financing, USDA Rural Housing, VA loans, Loan Closings, Quality Auditing, Loans, FHA, Mortgage Banking, Budgets, Outlook, Credit, Refinance, USDA, Banking
Education
Hofstra University School of Law 1992 — 1995
Doctor of Law (JD), International Law and Legal Studies
Syracuse University 1988 — 1992
Bachelor of Science (BS), International Relations
Longwood HS
Cerberus Capital Management February 2010 - Present
Duff & Phelps July 2006 - February 2010
Citigroup Private Bank June 2005 - August 2005
Citigroup - Equity Research June 2004 - August 2004
Education
Boston University Questrom School of Business 2002 — 2006
Finance, Accounting
J.P. Morgan Asset Management December 2012 - Present
Island Dog Design, Inc. 2008 - Present
Morgan Stanley Private Wealth Management November 2010 - December 2012
Capgemini Consulting September 2006 - May 2011
Citigroup Private Bank 1997 - 2006
Citi 1997 - 2001
Hewlett-Packard 1988 - 1994
Skills
Wealth Management, Wealth, Private Banking, High Net Worth..., Banking, Sustainability, Sustainable Design, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Stanford University Graduate School of Business 2004 — 2004
Exec Ed
Georgetown University
Webster Private Bank July 2014 - Present
Citi Private Bank February 2007 - June 2014
Citicorp Investment Services July 2006 - February 2007
Smith Barney January 2004 - July 2006
Citigroup Private Bank November 2000 - January 2004
Consulting Group - Smith Barney April 1998 - November 2000
Consulting Group - Smith Barney May 1997 - March 1998
Smith Barney January 1993 - January 1997
Skills
Microsoft Excel, Access, PowerPoint, Private Banking, Series 7, Microsoft Word, Banking, Finance, Investments, Portfolio Management, Bloomberg, Fixed Income, Securities, Mutual Funds, Alternative Investments, Asset Allocation, Financial Services
Education
Iona College 1993 — 1997
B.B.A., Bachelor, Business Administration; Finance
Wells Fargo March 2015 - Present
Citigroup Private Bank 2002 - Present
Polaris Software Labs April 2008 - March 2015
Citigroup 2006 - 2008
i-flex solutions 2000 - 2006
Skills
Business Analysis, Pre-sales, Sybase, Requirements Analysis, SDLC, Software Project...
Education
B.Tech 1993 — 1997
Jawaharlal Nehru Technological University 1993 — 1997
B.Tech, ECE
Maha Raja College, vizianagaram AP
CD-adapco February 2012 - Present
Citi Private Bank April 2010 - September 2011
Citi, Global Consumer Group June 2005 - December 2008
Citi 1999 - 2008
Citigroup Assets Management 2004 - 2005
Citi Private Bank 2001 - 2005
CITIGROUP PRIVATE BANK January 2001 - January 2004
CITIBANK, N January 1999 - January 2001
Skills
HRIS, Employee Benefits, Payroll, Leadership, Deferred Compensation, Onboarding, Succession Planning, Benefits Administration, Talent Management, Employee Relations, Employee Engagement, PeopleSoft, Performance Management, Talent Acquisition, Workforce Planning, Human Resources, HR Policies, Taleo, College Recruiting, New Hire Orientations, ADP Payroll, Employment Law, Conflict Resolution, Incentive Programs, HR Transformation, Training, Personnel Management, Hiring, Management, Process Improvement, Strategy
Education
Adelphi University
BS, Management and Communications
Adelphi University
Bachelor, BS
Delphi Capital Management June 2005 - Present
Citigroup Private Bank 2003 - 2005
Education
Pace University 1996 — 2000
Master of Business Administration (MBA), Finance, General
JP Morgan Chase & Co April 2010 - Present
JP Morgan Chase & Co May 2006 - April 2010
Citigroup Private Bank September 2004 - May 2006
JP Morgan Chase & Co October 2002 - September 2004
JP Morgan August 1999 - October 2002
THE DREYFUS CORPORATION August 1998 - August 1999
Skills
P&L responsibility, Financial Planning, MIS, Mutual Funds, Derivatives, Equities, Reconciliation, Forecasting, Banking, Asset Management, Financial Analysis, Finance, Financial Modeling, Financial Services, Analysis
Education
Hofstra University
Bachelor of Business Administration, Accounting
M Cyber-Security AdministratorFlorida Power & LightAugust 2013 - November 2013
Ryder Systems, Inc. May 2013 - July 2013
Lockheed Martin February 2011 - September 2012
Lockheed Martin July 2009 - August 2010
Avineon, Inc. August 2008 - August 2009
Citigroup Private Bank June 2004 - March 2006
Skylite Systems, Inc. May 2003 - June 2004
BellSouth July 1999 - January 2003
Education
Miami Dade College 1992 — 1998
Deloitte January 2011 - Present
Ryan Partnership July 2008 - January 2011
Ryan iDirect April 2007 - July 2008
Citigroup Private Bank 2003 - 2005
Skills
Integrated Marketing, Digital Marketing, CRM, Strategy, Digital Strategy, Interactive Marketing, Digital Media, Mobile Marketing, B2B Marketing, Market Research, Social Media, Marketing Strategy, Analytics, Database Marketing, Marketing, Advertising, Financial Services, Web Analytics, Creative Strategy, Direct Marketing, Competitive Analysis, SEO, Brand Management, Email Marketing, Strategic Partnerships, Customer Insight, Online Advertising, Segmentation, Online Marketing, SEM, Multi-channel Marketing, Social Media Marketing, Marketing Communications, Marketing Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Marketing and Entrepreneurship
Lafayette College 1999 — 2003
Bachelors, Art and English
DELOITTE ADVISORY January 2011 - Present
CITIGROUP PRIVATE BANK January 2004 - January 2007
CITICORP INVESTMENT SERVICES January 2000 - January 2002
Education
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
MBA, Finance
Florida International University
BS, Finance and International Business
Barclays December 2014 - Present
Barclays April 2013 - November 2014
Real Stories of the FBI 2014 - 2014
Goldman Sachs July 2012 - November 2012
Royal Bank of Scotland July 2010 - November 2011
CITIGROUP PRIVATE BANK May 2006 - June 2010
ARROW ELECTRONICS, INC June 2005 - May 2006
CALVIN CLOTHING, LLC September 2004 - June 2005
Skills
CCAR, LCS 1A Accreditation, Portfolio Management, Analysis, Forecasting, Investments, Microsoft Excel, Budgets, Capital Markets, Financial Reporting, Product Control, Financial Analysis, Financial Modeling, Income Statement, Finance, Fixed Income, Banking, Management, Financial Services, Budgeting, Excel, Back Office, Expenses, P&L, Access
Education
Long Island University 2002 — 2004
Bachelor of Science, Finance & Marketing
Deutsche Bank Private Wealth ManagementDeutsche Asset & Wealth ManagementJuly 2008 - Present
Deutsche Bank Private Wealth Management July 2006 - June 2008
Citigroup Private Bank August 2002 - April 2005
Skills
Private Banking, Banking, Securities, Wealth Management, Series 7, Investments, Asset Management, Credit, Credit Analysis, Series 63, Loans, Asset Allocation, Capital Markets, Hedge Funds, Equities, Fixed Income, Portfolio Management
Education
Fordham Gabelli School of Business
M.B.A., Finance
Marist College
B.S., M.I.S. Business Administration
Citibank, Miami May 2010 - Present
Citibank Miami, May 2010 - Present
CITIBANK N A 2010 - Present
Citigroup Private Bank 2010 - Present
Citigroup/Citibank - Brazil Corporate Operations & Technology 1972 - Present
Itau January 2004 - December 2009
Itau Securities January 2004 - December 2009
Itau Securities January 2004 - December 2009
Citigroup 1972 - 2001
Citibank Brasil 1972 - 2001
Skills
Banking, Capital Markets, Fixed Income, Equities, Investment Banking, Wealth Management, Investments, Portfolio Management, Financial Markets, Credit, Private Banking, Risk Management, Series 7, Emerging Markets, Asset Allocation, Securities, Trading, Alternative Investments, Options, Asset Management, Derivatives, FX Options, Hedge Funds, Bonds, Financial Risk, Structured Finance, Credit Risk, Structured Products
Education
Florida Southern College 1968 — 1972
Bachelor of Science
Escola Americana of Rio de Janeiro 1964 — 1968
High School, Business Management
Citigroup Private Bank September 2000 - December 2008
Education
Iona College 1982 — 1986
BS, Business Administration
PwC 2014 - Present
PricewaterhouseCoopers 2008 - December 2013
HSBC 2005 - 2008
Citigroup Private Bank 2002 - 2005
American Express 1995 - 2001
Skills
Career Counseling, Invoicing, SAP, Account Reconciliation, Expenses, Microsoft Excel, PeopleSoft, Human Resources, Management, Accounting, Employee Benefits, Finance, Employee Relations
Education
City University of New York-John Jay College of Criminal Justice
Criminology, Criminology
Monroe College 2002 — 2003
Criminal Justice
Citigroup GWM Operations Risk May 2006 - January 2009
Citigroup Private Bank 1982 - 2009
Citibank Private Bank Group August 2003 - May 2006
Citibank Private Bank Group July 1997 - August 2003
Citibank Private Bank Group April 1992 - July 1997
Citibank Private Bank Group May 1982 - April 1992
Skills
Management, Financial Risk, Credit, Banking, Investments
Education
Barry University 1996 — 1998
Busniess adminstration/Professional studies, business
PricewaterhouseCoopers April 2015 - Present
United States Army Reserve 1997 - Present
Citi October 2013 - April 2015
Booz Allen Hamilton 2010 - October 2013
BAE Systems 2009 - 2010
Cambridge Communication Systems Ltd 2008 - 2009
Citi 2004 - 2007
Citigroup Private Bank 2002 - 2004
TD Waterhouse Discount Brokerage 1998 - 2002
Skills
Intelligence, Security Clearance, Risk Management, Military, Due Diligence, Asset Managment, Counterterrorism, Management Consulting, Financial Analysis, International Relations, Command, Project Management, Strategic Planning, Operations Management, Financial Services, Team Leadership, Change Management, Data Analysis, Program Management, Business Process..., Military Operations, Intelligence Analysis, Security Management, Homeland Security, National Security, Information Assurance, DoD, Weapons, Operational Planning, Top Secret, Military Experience, Enforcement, Defense, Army, Asset Management, Emergency Management, Government, Afghanistan, Analysis, Counterinsurgency, Counterintelligence, Foreign Policy, Government Contracting, HUMINT, Intelligence Community, Organizational..., Policy, Risk Assessment, SIGINT, Security Operations
Education
Northeastern University
MBA, International Management & Marketing
Jacksonville University
Bachelor of Science, International Business
Commonwealth of Massachusetts March 2013 - Present
Commonwealth of Massachusetts March 2011 - February 2013
Tek Systems May 2006 - February 2011
Commonwealth of Massachusetts 2005 - February 2011
Computech Corporation 2000 - 2006
Citigroup Private Bank 2004 - 2005
FannieMae 2003 - 2004
Liz Claibourne 2002 - 2003
DIRECTV 2002 - 2002
FedEx 2002 - 2002
Skills
Weblogic, SDLC, Enterprise Architecture, SOA, Java, Requirements Analysis, Java Enterprise Edition, Oracle, Agile Methodologies, Middleware, Software Project..., IT Management, IT Strategy, Solution Architecture, Unix, Healthcare Information..., Business Analysis, PL/SQL, Change Management, Data Warehousing, Enterprise Software, Integration, Web Services, ITIL, Databases, Software Development, Disaster Recovery, Process Improvement, Vendor Management, Cloud Computing, EAI, Linux, Performance Tuning, PMP, Architectures, Systems Analysis, IT Operations, IT Service Management, Infrastructure, Virtualization, Data Center, Shell Scripting, Web Applications, Scrum, Software Documentation, Business Process, Security, PMO, DevOps, Operating Budgets
Education
Osmania University 1995 — 1998
M.C.A, Computer applications
Kakatiya University 1992 — 1995
Bachelor of Science, Computer Science & Statistics
Vani Niketan Bala Vihar High School
NewStar Financial September 2008 - Present
Citigroup Private Bank July 2005 - May 2008
Bank of America / FleetBoston Financial 1999 - 2005
Education
Harvard University 1991 — 1994
BA, Economics
Belmont Hill School 1987 — 1990
G.P. Nurmenkari, Inc. June 2014 - September 2014
MJ Boyd Consulting, LLC June 2013 - August 2013
Adams Consulting Group, LLC June 2012 - November 2012
C & A Consulting, LLC January 2012 - March 2012
Stock USA Execution Services, Inc February 2010 - February 2011
Citigroup Private Bank May 2006 - January 2009
Citigroup Smith Barney October 2004 - May 2006
Winklevoss Consultants, LLC July 2001 - September 2004
Sprint PCS January 1999 - June 2000
Cullen and Dykman, LLP June 1998 - June 1999
Skills
Series 7, AML, FINRA, Securities, Series 24, Series 63, State Bar of Connecticut, NY State Life, Accident...
Education
Maurice A. Deane School of Law at Hofstra University 1995 — 1998
J.D., Law
Tufts University 1990 — 1994
B.S., Psychology
US Trust, Bank of America April 2004 - Present
Citigroup Private Bank May 2000 - March 2004
Bank of America October 1997 - April 2000
Metro Expo September 1995 - September 1997
Skills
Asset Management, Asset Managment, Banking, Estate Planning, Financial Services, Investments, Loans, Wealth Management, Credit, Hedge Funds, Investment Management, Portfolio Management, Finance, Private Banking
Education
Cornell University 1991 — 1995
BA, Government
Citigroup Private Bank March 2007 - Present
Skills
Wealth Management, Alternative Investments, Financial Analysis, Series 7, Team Leadership, Asset Management, Fixed Income, Hedge Funds, Portfolio Management, Investments, Risk Management, Securities, Banking, Bloomberg, Capital Markets, Equities, Investment Banking, Derivatives, Asset Managment
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, Business Administration and Management, General
Pace University 1997 — 2001
BBA, Business Economics
Citi Property Investors February 2007 - March 2009
Citigroup Private Bank April 2003 - February 2007
Levy & Preate May 2002 - October 2002
Skills
Legal Writing, Legal Documents, Notary Public, Customer Service
Education
Marywood University 1999 — 2002
BA, Legal
Northampton Community College 1997 — 1999
Associate, Legal Studies
Citigroup Private Bank August 2005 - Present
The Bank of New York February 2005 - August 2005
Bank Leumi USA January 2002 - February 2005
Commercial Bank of New York November 1993 - December 2001
Skills
AML
Education
New York Institute of Technology-Old Westbury
Bachelor's degree, Accounting
EII Capital Management, Inc. August 2007 - Present
Citigroup Private Bank October 2004 - July 2007
Skills
Portfolio Management, Investments, Asset Managment, Bloomberg, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance and Accounting
Manhattan College 1991 — 1994
Bachelor's degree, International Relations and Affairs
Citibank February 2011 - Present
Citi April 2008 - February 2011
Citi Private Bank January 2007 - March 2008
Citigroup Global Transaction Services: Corporate Actions March 2006 - December 2006
Citigroup Private Bank April 2005 - March 2006
Citigroup Private Bank January 2004 - January 2005
Skills
Training, Financial Services, Vendor Management, SDLC, PMO, Banking, Information Technology, Business Analysis, Project Management, Analysis, Risk Management
Education
University of Cambridge 2004 — 2005
Mountbatten Internship Programme, NYC, Certificate of International Business
Edith Cowan University 2000 — 2003
Bachelor of Business, Double Major: Information Systems & Electronic Commerce
Donovan LLP August 2011 - Present
Shustak Frost & Partners May 2012 - August 2012
United States District Court for the Southern District of New York June 2009 - July 2009
Citigroup Private Bank August 2004 - July 2008
Education
St. John's University School of Law 2008 — 2011
Doctor of Law (J.D.)
Muhlenberg College 2000 — 2004
Bachelor of Arts (BA) in Business and Political Science, Finance and Constitutional Law
Associated Bank NA July 2011 - Present
Citigroup Private Bank February 1995 - December 2010
Citigroup Private Bank 1987 - February 1995
Northern Trust Bank September 1985 - March 1987
European American Bank June 1981 - September 1985
Marine Midland Bank June 1977 - June 1981
Skills
Capital Markets, Credit Analysis, Credit Risk, Financial Analysis, Financial Services, Investments, Portfolio Management, Relationship Management, Wealth Management, Risk Management, Private Banking, Management, Loans, Investment Banking, High Net Worth..., Equities, Credit, Commercial Lending, Commercial Banking, Banking, Asset Management
Education
Pace University - Lubin School of Business 1978 — 1982
MBA, Accounting
University of Notre Dame 1973 — 1977
BBA, Finance
University of Notre Dame - Mendoza College of Business 1973 — 1977
BBA, Finance
Columbia Business School September 2013 - Present
Centerline Investment Partners 2014 - 2014
MEAG New York Corporation July 2012 - July 2013
Citigroup Private Bank July 2008 - July 2012
Citigroup Private Bank June 2007 - August 2007
Mitsui & Co., Ltd. May 2006 - February 2007
Skills
Portfolio Management, Hedge Funds, Fixed Income, Equities, Capital Markets, Bloomberg, Derivatives
Education
Columbia Engineering 2004 — 2008
BS, Applied Math
Columbia University - Columbia Business School
Columbia University - Columbia Business School
Orlando Magic 2010 - Present
Westgate Resorts June 2012 - Present
Citigroup Private Bank January 2000 - June 2010
Skills
Microsoft Office, Customer Service, Event Management, Microsoft Excel, Financial Services, Event Planning, Banking, PowerPoint, Sales, Advertising, Management, Marketing, Teamwork, Outlook, Leadership
Education
Institute of Audio Research 1997 — 1998
Recording Engineering, Production & Communication, Music Production, Diploma Technical College
JPMorgan Chase May 2013 - Present
BNP Paribas July 2012 - Present
HSBC September 2011 - June 2012
KBC Bank July 2007 - September 2011
KBC Bank N.V July 2007 - September 2011
Citigroup Private Bank May 2003 - July 2008
Guadalupe & Associates May 1999 - April 2003
Instinet Corporation July 1998 - April 1999
REFAC Technology Development Corporation January 1996 - May 1997
Skills
Derivatives, ISDA, Corporate Law, Litigation, Negotiation, Legal Writing, Securities, Hedge Funds, Financial Services, Corporate Governance, AML, Banking, Private Equity, Credit, Credit Risk
Education
Admitted New York State Bar - First Department.Fordham University School of Law 1992 — 1995
Fordham University School of Law 1992 — 1995
J.D
University of Florida 1990 — 1992
Bachelor of Arts (BA), Political Science
high school 1984 — 1988
HSBC Private Bank February 2014 - Present
HSBC Private Bank June 2006 - February 2014
Citigroup Private Bank August 1989 - June 2006
Skills
Portfolio Management, Wealth Management, Private Banking, Banking, Credit, Loans
Education
City University of New York-Baruch College
Finance
Jefferies & Company October 2010 - Present
Citigroup Private Bank 2004 - 2010
Skills
Portfolio Management
Education
Hofstra University 1990 — 1992
Bachelor of Business Administration, Marketing
One Two Trade December 2010 - April 2012
Citigroup Private Bank 2004 - 2008
Skills
d, SKILLS AND EXPERTISE -...
Education
The University of Western Ontario 1974 — 1976
Master of Business Administration (MBA), Finance
Dalhousie University 1972 — 1976
Bachelor of Science (BSc), Mathematics
Citigroup Private Bank January 2007 - January 2012
Citigroup Private Bank January 2005 - January 2007
Advantage Staffing Agency March 2001 - January 2005
Headway January 1998 - February 2001
Skills
Event Management, Microsoft Office, PowerPoint, Management, Microsoft Excel, Leadership, Banking, Microsoft Word, Training, Credit
Education
Borough of Manhattan Community College
Associate, Computer Operations
York College
BS, Information SystemsManagement
Jefferies & Company October 2010 - Present
Citigroup Private Bank 2008 - 2010
Education
Penn State University 1989 — 1993
BS
Kian Realty NYC October 2012 - Present
M2M Studios March 2011 - October 2012
BNY Mellon October 2008 - December 2010
CITIGROUP PRIVATE BANK October 2005 - October 2008
Skills
Office Management, Office Administration, Project Management, Real Estate, Sales, Internal Audit, Internal Controls, Policy, Online Advertising, Financial Risk, Real Estate Transactions, Budgets, Marketing, Investment Properties, Asset, Negotiation
Education
City University of New York-Hunter College
Hunter College
CITIGROUP PRIVATE BANK January 2005 - December 2012
CITIGROUP PRIVATE BANK January 2005 - January 2012
Citi 2005 - 2012
Travelers July 1975 - June 2005
Skills
Extensive...
Education
New York University 1973 — 1975
Master of Business Administration (MBA), Finance, General
New York University
Master of Business Administration
New York University
Master of Business Administration
Boston University
Bachelor of Science, Business Administration
Boston University
Bachelor of Science, Business Administration
Boston University
BS in Business Administration, Accounting and Finance