Citi Investment Research

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Citi Investment Research Employees

Employee
Years
Job
Industry
Peter Karazeris Peter Karazeris Greater Minneapolis-St. Paul Area Details
Peter Karazeris's Citi Investment Research Experience September 2005 - July 2009
Job Senior Research Analyst Large Cap Tech Hardware at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans  April 2010 - Present
Citi  July 2009 - March 2010
Citi Investment Research   September 2005 - July 2009
Susquehanna Investment Group  September 2003 - September 2005
Robertson Stephens  September 2000 - September 2002
Dell Computer  December 1999 - September 2000
Dell  June 1997 - December 1999

Education
New York University - Leonard N. Stern School of Business   1996 — 1998
MBA

University of Illinois at Urbana-Champaign   1985 — 1990

Maria Seredina Maria Seredina San Francisco, California Details
Maria Seredina's Citi Investment Research Experience 2007 - 2007
Job M&A at Zillow Group
Industry Internet
Experience
Zillow Group  September 2014 - Present
MetaProp NYC  June 2015 - Present
Elmspring Chicago   April 2015 - Present
Zillow  2013 - 2014
Goldman Sachs  2011 - 2012
Canaccord Genuity  2010 - 2011
FBR Capital Markets  2009 - 2010
Banc of America Securities - Merrill Lynch   2008 - 2009
Citi Investment Research   2007 - 2007
Metzler Bank   2006 - 2006

Skills
E-commerce, Fundamental Research, Entrepreneurship, Venture Capital, Online Advertising, Private Equity, Research, Investor Relations, Business Strategy, Equity Research, Start-ups, Strategy, Financial Modeling, Corporate Development, Valuation, Mergers & Acquisitions, Corporate Finance, Competitive Analysis

Education
University of Pennsylvania - The Wharton School   2004 — 2008
B.S. in Economics, B.A. in International Studies, Magna cum laude

Urban Yoga Spa   2014 — 2014
200-hour Power Vinyasa teacher training (RYS 200)

The Goethe University Frankfurt   2006 — 2006
Study Abroad

Middlebury College   2004 — 2004
German Language School

Nathan Rozof, CFA Nathan Rozof, CFA Cincinnati Area Details
Nathan Rozof, CFA's Citi Investment Research Experience June 2005 - August 2005
Job Senior Vice President, Investor Relations at Vantiv
Industry Financial Services
Experience
Vantiv  August 2012 - Present
Morgan Stanley  October 2009 - July 2012
Citi  August 2006 - October 2009
Citi Investment Research   June 2005 - August 2005
Accenture  June 2000 - July 2004

Skills
Data Analysis, Economics, Equity Research, Equities, Financial Analysis, Forecasting, Fundamental Research, Industry Analysis, Predictive Analytics, Predictive Modeling, Proprietary, Research, Valuation, Outsourcing, Professional Services, Team Building, Team Leadership, Team Management, Microsoft Office, Excel, Word, PowerPoint, Writing, CFA, Series 7, Series 63, Series 86, Series 87

Education
Duke University - The Fuqua School of Business   2004 — 2006
Master of Business Administration

University of Michigan - Stephen M. Ross School of Business   1995 — 2000
Bachelor of Business Administration with Distinction

Tatiana Vasilyev Tatiana Vasilyev Greater New York City Area Details
Tatiana Vasilyev's Citi Investment Research Experience June 2007 - May 2008
Job Senior Equity Analyst. Global Industrials/Generalist
Industry Investment Management
Experience
Salient Partners  May 2013 - July 2013
Brown Brothers Harriman  May 2011 - April 2013
Balyasny Asset Management  June 2008 - June 2009
Citi Investment Research   June 2007 - May 2008
Cadbury Schweppes Americas Beverages/DPS   August 2005 - June 2007
GfK  January 2001 - June 2003

Skills
Financial Modeling, Valuation, Investor Relations, Portfolio Management, Emerging Markets, Equity Research, Corporate Finance, Equities, Investments, Asset Managment, Due Diligence, Financial Analysis, Alternative Investments, Strategy, Hedge Funds, Finance, Equity Valuation, Acquisition Integration

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2003 — 2005
MBA

Saint Petersburg State University   1992 — 2000
PhD

Brian Ossenbeck, CFA Brian Ossenbeck, CFA Greater New York City Area Details
Brian Ossenbeck, CFA's Citi Investment Research Experience June 2007 - August 2007
Job Senior Analyst Airfreight & Surface Transportation at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   April 2010 - February 2012
Citi  July 2008 - April 2010
Citi Investment Research   June 2007 - August 2007
Ernst & Young, LLP   September 2003 - June 2006

Skills
Mining, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Investments, Bloomberg, Equity Research, Financial Accounting, Financial Statement..., CPA, Chartered Financial..., Stock Picking, Competitive Analysis

Education
Duke University - The Fuqua School of Business   2006 — 2008
Master of Business Administration (MBA), Corporate/Investment Finance

University of Florida   1999 — 2003
BS, Accounting

University of Florida   1999 — 2003
MAcc, Accounting

Neth Wiedemann Neth Wiedemann Greater New York City Area Details
Neth Wiedemann's Citi Investment Research Experience July 2014 - Present
Job Senior Associate, Equity Research at Citi
Industry Investment Management
Experience
Citi Investment Research   July 2014 - Present
Lone Star Investment Advisors, LLC  February 2014 - May 2014
Trailblazer Capital, LLC   October 2013 - February 2014
Montgomery Coscia Greilich LLP  June 2013 - August 2013

Skills
Financial Modeling, Investments, Mergers & Acquisitions, Finance, Strategy, Venture Capital, Business Strategy, Analysis, Advertising, Digital Media, Microsoft Excel, Financial Statement..., Photoshop, Mergers, Editing

Education
Southern Methodist University - Cox School of Business   2012 — 2014
MBA, Finance and Accounting

Ithaca College   2005 — 2009
Bachelor of Science (B.S.)

Episcopal School of Dallas   2000 — 2005

B.G. Dickey B.G. Dickey Little Rock, Arkansas Area Details
B.G. Dickey's Citi Investment Research Experience April 2007 - August 2010
Job Executive Vice President Corporate Loan Specialties Group at Bank of the Ozarks
Industry Investment Management
Experience
Bank of the Ozarks  September 2014 - Present
Stephens Inc.  May 2013 - September 2014
Stephens Inc.  August 2010 - April 2013
Citi Investment Research   April 2007 - August 2010
The Neiman Marcus Group  January 2004 - June 2005
Ryan & Company  June 2000 - December 2003

Skills
Equity Research, Valuation, Financial Modeling, Financial Analysis, Finance, Mergers & Acquisitions, Series 7, Equities, Investments, Private Equity, Corporate Finance, Bloomberg, Hedge Funds, Equity Valuation, Investment Banking, Capital Markets, Series 63, Financial Markets, Securities, Portfolio Management, Credit Analysis

Education
Tulane University - A.B. Freeman School of Business   2005 — 2007
MBA, Finance

Southern Methodist University - Cox School of Business   1996 — 2000
B.B.A., Finance/Economics

University of Pennsylvania

University of Pennsylvania

Michael O'Koomian Michael O'Koomian Greater Boston Area Details
Michael O'Koomian's Citi Investment Research Experience June 2006 - November 2010
Job Business Broker & Investor
Industry Venture Capital & Private Equity
Experience
BayState Business Brokers   April 2015 - Present
MOK Capital LLC   May 2010 - Present
Citi Investment Research   June 2006 - November 2010
Fisher International, Inc.   January 2004 - June 2006
Jaakko Poyry Consulting   June 2000 - December 2003

Skills
Fitness Industry, Strategy, Management, Fitness Consulting, Analysis, Leadership, Mergers & Acquisitions, Due Diligence, Fitness Center, Financial Modeling, Valuation, Entrepreneurship, Sales, Venture Capital, Marketing Strategy, Start-ups, Portfolio Management, Strategic Planning, Finance, Investments, Management Consulting, Business Development, New Business Development

Education
University of Rhode Island - College of Business Administration   1996 — 2000
Bachelor of Science, Finance

Omer Qadri Omer Qadri New York, New York Details
Omer Qadri's Citi Investment Research Experience July 2007 - September 2008
Job Finance Management Associate at Citigroup
Industry Financial Services
Experience
Citigroup  August 2013 - Present
Citigroup  June 2012 - August 2012
Citi Global Corporate & Investment Bank   2011 - 2011
Citi Global Consumer Bank   2008 - 2010
Citi Investment Research   July 2007 - September 2008

Skills
Equities, Financial Modeling, Portfolio Management, Private Equity, Equity Valuation, Credit Analysis, Financial Analysis, Valuation, Investments, Corporate Finance, Capital Markets, Mergers & Acquisitions, Strategy, Banking, Finance, Managerial Finance, Credit Risk, Bloomberg, Investment Banking

Education
The University of Texas at Austin-Mccombs School of Business   2011 — 2013
MBA, Strategy, Investment Management

Lahore University of Management Sciences   2002 — 2006
Bsc, Economics

Catriona Fallon Catriona Fallon San Francisco Bay Area Details
Catriona Fallon's Citi Investment Research Experience 2005 - 2009
Job Chief Financial Officer at Marin Software
Industry Information Technology and Services
Experience
Marin Software  July 2015 - Present
Cognizant Technology Solutions  December 2013 - July 2015
Hewlett-Packard  2012 - 2013
Hewlett-Packard  2010 - 2012
Hewlett-Packard  2009 - 2010
Citi Investment Research   2005 - 2009
Piper Jaffray  2003 - 2005
McKinsey & Company  2000 - 2002
Oracle Corporation  1997 - 1999

Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Management, Analytics, Financial Analysis, Valuation, Corporate Finance, Business Planning, Strategic Planning, Business Strategy, Business Development, Leadership, SaaS, Enterprise Software, Finance, Analysis, Corporate Development, Research, Due Diligence, Business Process..., Mergers, Business Intelligence, Consulting, Marketing Strategy, Equities, Competitive Analysis, Strategic Partnerships, Investments, Start-ups, IPO, Organizational Design, Analyst Relations, Cloud Computing, Organizational..., M&A integration

Education
Harvard Business School
MBA

UCLA
BA

Chris Moreno, CFA Chris Moreno, CFA Greater Los Angeles Area Details
Chris Moreno, CFA's Citi Investment Research Experience November 2004 - October 2008
Job Research Analyst at First Pacific Advisors (FPA)
Industry Investment Management
Experience
Tactica Capital   October 2012 - January 2014
C12 Capital Management  September 2009 - August 2011
Barclays Capital  October 2008 - October 2009
Citi Investment Research   November 2004 - October 2008
Deloitte Consulting  2002 - 2004

Skills
Financial Analysis, Financial Modeling, DCF Valuation, Equity Valuation, Company Valuation, Investment Management, Alternative Investments, Equity Research, Credit Analysis, Portfolio Management, Comparable Analysis, Competitive Analysis, Idea Generation, Value Investing, Trading, Report Writing, Asset Management, Investments

Education
Harvey Mudd College   1997 — 2001
BS, Engineering

Kenneth Wong, CFA Kenneth Wong, CFA San Francisco Bay Area Details
Kenneth Wong, CFA's Citi Investment Research Experience August 2013 - Present
Job Vice President at Citi Investment Research
Industry Financial Services
Experience
Citigroup Investment Research  January 2015 - Present
Citi Investment Research   August 2013 - Present
Citi Investment Research   October 2009 - Present
Cowen and Company  November 2004 - October 2009
Bear, Stearns & Co. Inc.   April 2004 - November 2004
American Golf Corporation  May 1999 - January 2004

Skills
Competitive Analysis, Capital Markets, Corporate Finance, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Microsoft Excel, Valuation, Fixed Income, Hedge Funds, Private Equity

Education
University of California, Berkeley   1999 — 2003
Bachelor of Arts, Major: Political Economy, Minor: Business

Marc Minikes Marc Minikes Greater Los Angeles Area Details
Marc Minikes's Citi Investment Research Experience July 2004 - May 2006
Job Vice President at Athene Asset Management, L.P.
Industry Investment Management
Experience
Athene Asset Management, L.P.   September 2013 - Present
Kayne Anderson Capital Advisors  June 2006 - July 2013
Citi Investment Research   July 2004 - May 2006
GE Asset Management  August 2002 - July 2004
RBC Capital Markets  1998 - 2000
Lehman Brothers  1997 - 1998

Skills
Equity Research, Equities, High Yield, Investment Management, Financial Modeling, Valuation, Private Equity, Asset Managment, Fixed Income, Portfolio Management, Derivatives, Investments, MLP, Energy, Electric Utility, Shipping, Infrastructure

Education
The University of Chicago Booth School of Business   2000 — 2002
MBA, Finance and Economics

University of California, Los Angeles   1994 — 1996
M.A., Latin American Studies

University of Michigan   1988 — 1992
BA, History

Harvard Westlake

Bill Appicelli, CFA Bill Appicelli, CFA Greater New York City Area Details
Bill Appicelli, CFA's Citi Investment Research Experience April 2005 - May 2009
Job Investment Analyst at Nexus Asset Management LLC
Industry Research
Experience
Nexus Asset Management LLC   March 2013 - Present
ISI Group  April 2011 - February 2013
Morgan Stanley  June 2009 - May 2011
Citi Investment Research   April 2005 - May 2009
Morgan Stanley  2004 - 2005

Skills
Financial Modeling, Equities, Valuation, Investments, Financial Analysis, Bloomberg, Hedge Funds, Equity Research

Education
Drew University   2000 — 2004
BA, Economics

North Haven High School

Hu Liu Hu Liu Greater Philadelphia Area Details
Hu Liu's Citi Investment Research Experience 2008 - 2008
Job Regional Service Delivery Manager at Schlumberger
Industry Oil & Energy
Experience
Wharton  July 2007 - Present
Citi Investment Research   2008 - 2008
Schlumberger  September 2002 - June 2007

Education
University of Pennsylvania - The Wharton School   2007 — 2009
MBA, Finance

East China University of Science and Technology   1996 — 2000
BS, Polymer

Chris Fehmel Chris Fehmel Greater New York City Area Details
Chris Fehmel's Citi Investment Research Experience June 2010 - December 2013
Job Recruitment Team Lead, Client Service & Delivery at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  December 2013 - Present
Citi Investment Research   June 2010 - December 2013
Citi Private Bank  June 2009 - June 2010
Citi Smith Barney  September 2006 - June 2009
Citi Private Bank  September 2002 - September 2006

Skills
Recruiting, Talent Management, Bloomberg, Equities, Financial Services, Employee Benefits, Capital Markets, Talent Acquisition, Deferred Compensation, Performance Management, Employee Engagement, Onboarding, Applicant Tracking..., Financial Modeling

Education
Ithaca College   1983 — 1987

Calhoun

Park ave.

Park ave.

Park ave.

Hardik Gohil Hardik Gohil Greater New York City Area Details
Hardik Gohil's Citi Investment Research Experience August 2008 - Present
Job Equity research intern at Citi Investment Research
Industry Financial Services
Experience
Citi Investment Research   August 2008 - Present

Education
Pace University   2006 — 2008

Pace University - Lubin School of Business   2006 — 2008
mba, finance

Cornell Burnette Cornell Burnette Greater New York City Area Details
Cornell Burnette's Citi Investment Research Experience AssociateCitigroup1999 - Present
Job Associate at Citi Investment Research
Industry Financial Services
Experience
Citi Investment Research   AssociateCitigroup1999 - Present

Education
Trinity College-Hartford   1995 — 1999

Cynthia Harlow Cynthia Harlow Greater New York City Area Details
Cynthia Harlow's Citi Investment Research Experience 2005 - February 2010
Job Managing Director, Analyst at Imperial Capital
Industry Financial Services
Experience
Imperial Capital  March 2011 - Present
CF Global Trading   April 2010 - March 2011
Citi Investment Research   2005 - February 2010
Citigroup  February 2004 - May 2005
Criterion Research Group   2003 - 2004
Lehman Brothers  1997 - 2003
Credit Suisse  1994 - 1997
Thomson BankWatch   1989 - 1994

Skills
Fixed Income

Education
Georgetown University
BS, Mandarin Chinese; Asian Foreign Policy

Matt McConnell, CFA Matt McConnell, CFA Greater New York City Area Details
Matt McConnell, CFA's Citi Investment Research Experience January 2013 - September 2014
Job Vice President at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets  September 2014 - Present
Citi Investment Research   January 2013 - September 2014
Citi Investment Research   March 2010 - January 2013
FBR Capital Markets  August 2009 - March 2010
Robert W. Baird & Co.   July 2005 - August 2009

Education
University of Notre Dame   2001 — 2005
B.B.A., Finance

W. Michael McNair, CFA, CFP W. Michael McNair, CFA, CFP Greater New York City Area Details
W. Michael McNair, CFA, CFP's Citi Investment Research Experience September 1997 - August 2008
Job Director of Investment Services at Carolyn LloydCohen LLC/Preferred Pensions LLC
Industry Financial Services
Experience
Carolyn Lloyd-Cohen LLC/Preferred Pensions LLC   January 2010 - Present
Citi Investment Research   September 1997 - August 2008

Skills
Series 7, Chartered Financial..., Certified Financial..., Asset Management, Equities, Hedge Funds, Portfolio Management

Education
Rutgers University-New Brunswick   1991 — 1995
Bachelor of Science, with Honors, Finance, Art History

Archie Foster Archie Foster Greater New York City Area Details
Archie Foster's Citi Investment Research Experience January 2008 - February 2009
Job Managing Director, Senior Portfolio Manager at Citi Investment Management, Citi Private Bank
Industry Financial Services
Experience
Citi Investment Management, Citi Private Bank   October 2012 - Present
Citi Private Bank  July 2010 - October 2012
Citi Investment Research   January 2008 - February 2009
Citigroup Global Wealth Management  2006 - 2008
Smith Barney  2002 - 2006
Smith Barney  1997 - 2002

Skills
Equities, Series 63, Investments, Portfolio Management, Asset Managment, Asset Allocation, Securities, Capital Markets, Investment Advisory, Series 24, Mutual Funds, Series 7, Asset Management, Equity Research, Financial Advisory, Investment Management, Private Banking, Finance

Education
University of Richmond   1989 — 1993
BA, English, Communications

Pomfret School   1985 — 1989

St. Bernard's School

Siqi Tang, CFA Siqi Tang, CFA New York, New York Details
Siqi Tang, CFA's Citi Investment Research Experience March 2006 - June 2008
Job Energy / Utility Analyst at Balyasny Asset Management L.P.
Industry Investment Management
Experience
Balyasny Asset Management L.P.   July 2012 - Present
Deutsche Bank Asset Management  May 2011 - June 2012
Citi Investment Research - Energy - Oil & Gas Midstream   June 2008 - May 2011
Citi Investment Research   March 2006 - June 2008
Auerbach Grayson & Company, Inc   August 2005 - March 2006

Skills
Investment Management, Oil & Gas Midstream..., Equity Research, Equities, Financial Modeling, Bloomberg, Valuation, Investments, Alternative Investments, Financial Analysis, Hedge Funds, Asset Managment, Portfolio Management, Fixed Income, Private Equity, Capital Markets, Derivatives, Trading, Due Diligence, Stock Picking, Trading Strategies, Quantitative Analytics, Data Analysis

Education
Baruch College   2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance

Huazhong University of Science and Technology   2000 — 2003
Computer Science