Citi 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–) Parent organization: Citigroup Subsidiaries: Citi Private Bank, Asset Management Arm, Citigroup Private Bank (hong Kong), Asset Management Arm
Citi Private Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citi Private Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Citi Private Bank Salaries. You can even request information on how much does Citi Private Bank pay if you want to. Learn about salaries, pros and cons of working for Citi Private Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
615 Citi Private Bank employees in database. Find out everything there's to know about Citi Private Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citi Private Bank Employees
Citi Private Bank April 2015 - Present
Citi December 2010 - April 2015
New Amsterdam Mortgage Corp. July 1993 - December 2010
New York Association of Mortgage Brokers November 2003 - November 2004
New York Mortgage Corp. November 1992 - July 1993
Real Estate Funding Center April 1992 - November 1992
IPI Financial Services September 1991 - April 1992
Skills
Residential Mortgages, Mortgage Lending, Mortgage Marketing, Jumbo Mortgage, Super Jumbo, Legislative Relations, Not for Profit, Mortgage Banking, Retail Banking, Branch Banking, Real Estate, Real Estate Economics, Real Estate Financing, Economics, Finance, Financial Services, High Net Worth..., High Level Networking, FHA, Banking, Credit, Loan Origination, Loans, Refinance, Credit Analysis
Education
Colby College 1986 — 1991
Bachelor of Arts (B.A.), Economics
John F. Kennedy High School 1983 — 1986
Regents Diploma - Honor Society
Goldman Sachs June 2015 - Present
Citi May 2013 - May 2015
Citi Private Bank July 2011 - May 2013
Citigroup Global Markets Inc. June 2010 - August 2010
MAN Diesel North America, Inc. May 2009 - August 2009
MAN Diesel North America, Inc. May 2008 - August 2008
Sony BMG Music Entertainment September 2006 - June 2007
Education
Boston College 2007 — 2011
BS in Management
Universidad Carlos III de Madrid 2009 — 2009
Study Abroad
Bergen County Academies 2003 — 2007
Citi Private Bank August 2003 - March 2013
HSBC Private Bank June 2007 - August 2008
CITIBANK, N.A August 2003 - May 2006
Gair, Gair, Conason, Steigman, Mackauf, Bloom & Rubinowitz January 2002 - August 2003
ROSS & SUCHOFF P.C June 1997 - January 2002
Education
New York Paralegal School 1996 — 1997
Certificate
Borough of Manhattan Community College 1992 — 1993
KPMG July 2014 - Present
Capco December 2013 - July 2014
TD Securities November 2012 - November 2013
Citi Private Bank February 2010 - November 2012
Federal Reserve Bank of New York June 2009 - January 2010
Credit Suisse February 1989 - April 2009
Merrill Lynch January 1987 - February 1989
Informatics / Sterling Software April 1985 - January 1987
Skills
Financial Services, Shared Services, Vendor Management, Enterprise Architecture, IT Operations, Business Analysis, PMO, SDLC
Education
City University of New York-Brooklyn College 1979 — 1983
BS, Computer Science
Citigroup - Institutional Cleint Group, Financial Institutions Risk Management 2015 - Present
Citigroup - Franchise Risk Architecture 2012 - 2014
Citigroup - Franchise Risk Architecture 2009 - 2011
Citi Private Bank 2007 - 2008
Citi Global Wealth Management 2005 - 2007
Citi Private Bank 2000 - 2004
Skills
Market Risk, Credit Risk, Portfolio Management, Capital Markets, Basel II, Derivatives, Financial Risk, Fixed Income, Hedge Funds, Structured Finance, Equities, Operational Risk, Investment Banking, Credit Analysis, Risk Management
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA)
Manhattan School of Music
MM
Citi Private Bank April 2006 - Present
Citigroup December 1996 - April 2006
Bank Leumi May 1995 - December 1996
Bank of Yokohama Ltd May 1985 - May 1995
Skills
Derivatives, Capital Markets, Portfolio Management, Hedge Funds, Banking, Trading, Financial Services, FX Options, Investments, Finance, Options, Mutual Funds, Cash Management, Middle Office, Process Improvement, Forecasting, Credit Cards, Management, Settlement, Business Process Mapping, Foreign Exchange, Asset Allocation, Financial Risk, Financial Reporting, Equities, Credit, Financial Markets, Investment Management, Wealth Management, Private Banking
Education
Hofstra University
BBA, International Finance
Binghamton University
Pre-Law
Baron Capital June 2015 - Present
Baron Capital October 2014 - June 2015
Fred Alger Management September 2009 - October 2014
Fred Alger Management May 2008 - September 2009
Citi Private Bank April 2006 - May 2008
Education
Barnard College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Columbia University in the City of New York 2002 — 2006
Bachelor of Arts (B.A.), Economics Major, Art History Minor
Beijing Language and Culture University 2004 — 2004
Summer 2004, Columbia University's Advanced Chinese Language Program
Bronx High School of Science 1998 — 2002
Citi Private Bank March 2014 - Present
Citibank North America June 2010 - March 2014
Citibank, NA October 2008 - July 2010
Citibank May 2006 - October 2008
Citibank August 2001 - May 2006
Citibank December 1999 - August 2001
Skills
Sales, Mortgage Lending, Management, Retail Banking, Banking, Leadership, Retail, Portfolio Management, Risk Management, Credit, Finance, Relationship Management, Financial Services, CRM, Process Improvement, Coaching, Commercial Banking, Residential Mortgages, Loans, Mortgage Banking, Financial Risk, Credit Cards, Cross Selling, Credit Analysis, Consumer Lending, Loan Origination, Credit Risk, Commercial Lending, Wealth Management, Private Banking, Small Business Lending, Cash Management, Lines Of Credit, Operational Risk, Commercial Mortgages
Education
Adelphi University 1997 — 2000
MBA, Organizational Change & Leadership
University of Scranton 1983 — 1987
BS, Marketing
Citi Private Bank March 2014 - Present
CITI March 2006 - Present
Citibank Greece September 2001 - June 2005
Skills
Banking, Investments, Customer Relations, New Business Development, Mutual Funds, Insurance, FX, Bonds, Financial Analysis, Asset Management, Wealth Management, Loans, Portfolio Management, Financial Services, Customer Service, Credit, Finance, Strategy, CRM, Business Development, Financial Risk
Education
DePaul University 2005 — 2007
Master's, Finance
American College of Greece 2000 — 2004
BS, Business Administration
Citi Private Bank 2012 - Present
Citi August 2010 - Present
Skills
Fixed Income
Education
Angelo State University
Citi July 2013 - August 2015
Citi March 2012 - July 2013
Citi Private Bank May 2011 - June 2012
Citi Private Bank 2009 - 2011
UBS Investment Bank June 2008 - 2009
UBS Wealth Management September 2007 - January 2008
UBS Investment Bank May 2007 - August 2007
Skills
Financial Modeling, Analysis, Business Development, Finance, Financial Analysis, Investments, Strategy, Corporate Finance, Fixed Income, Risk Management
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Boston College 2004 — 2008
B.S., Finance
Chaminade High School
TD April 2013 - Present
TD Bank April 2013 - Present
Citi Private Bank 2002 - 2013
Skills
Commercial Banking, Banking, Retail Banking, Management, Loans, Small Business Lending, Finance, Credit, Credit Analysis, Commercial Lending
Education
City University of New York-Brooklyn College 1987 — 1991
Bachelor's degree, Finance and Financial Management Services
Citi Private Bank March 2007 - Present
Fish Professional Services November 2004 - October 2005
Skills
Banking, Credit, Portfolio Management, Risk Management, Loans, Retail Banking, Fixed Income, Investment Banking, Credit Risk, Capital Markets, Equities, Financial Analysis, Derivatives, Financial Risk, Credit Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2006
Master of Business Administration; M.B.A, Finance
Adelphi University 2004 — 2004
Master of Science, Finance
University of Richmond 1999 — 2003
Bachelor of Science, Finance and Accounting
Citi Private Bank January 2015 - Present
Citi Private Bank November 2010 - January 2015
Capital Market Services, LLC April 2006 - October 2010
Blank Financial Group May 2004 - April 2006
Bernard Baruch College, Philosophy Department October 2000 - May 2004
Skills
Financial Analysis, Banking, Accounting, Leadership, Microsoft Excel, Investments, Management, Budgets, Business Analysis, Capital Markets, Microsoft Office, Access, Account Reconciliation, Research, Outlook, FX Options, Auditing, Portfolio Management, Financial Services, Finance, Custody
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2005
BBA, Finance and Investments
James Madison High School 1996 — 2000
Bank of America Merrill Lynch April 2009 - Present
Citi Private Bank January 1994 - April 2009
Skills
Series 7, Series 63, Wealth Management, Investment Advisory, Tactical Asset..., Retirement Planning, Asset Allocation, Series 65, Investment Strategies, Series 24, Alternative Investments, Wealth Management..., Mutual Funds, Fixed Income, Retirement Plan...
Education
Thunderbird School of Global Management 1980 — 1981
Master of International Management, International Finance
Baylor University 1975 — 1979
BBA, Economics and Finance
Citi Private Bank August 2008 - November 2012
Citi Private Bank January 2008 - August 2008
Citi Private Bank July 2005 - December 2007
Bryant University September 2004 - May 2005
Citi Private Bank June 2004 - August 2004
Citi Private Bank June 2003 - August 2003
Salomon Smith Barney November 2002 - May 2003
Salomon Smith Barney June 2002 - August 2002
YMCA February 2002 - May 2002
Salomon Smith Barney January 2000 - June 2001
Skills
Microsoft Office, Financial Modeling, Organizing, Attention To Detail, Able To Multi-task, Problem Solving, Financial Risk, Finance, Business Development, Mergers & Acquisitions, Financial Services
Education
The Institute of Education, U. of London 2013 — 2015
Master of Arts (M.A.), Education
Bryant University 2001 — 2005
Bachelor of Science in Business Adminstration, Finance
University of London 2004 — 2004
Study Abroad Program
Citi March 2011 - Present
Citi Private Bank 1999 - 2012
Citi March 2007 - March 2011
Skills
Banking, Credit Cards, Retail Banking, User Acceptance Testing, SDLC, Credit, Business Analysis, Payments, Derivatives, Risk Management, Fixed Income, Equities
Education
Hunter College 2001 — 2010
Bachelor of Arts (BA), Political Science and Government
Citi Private Bank August 2013 - Present
Citigroup Global Markets January 2011 - August 2013
Law Debenture Trust July 2008 - September 2010
The Bank of New York Mellon October 2005 - July 2008
Citigroup June 2000 - October 2005
Skills
Excel-Vlookups, IF statements, Pivot Tables, Essbase, Data Sort, Derivatives, Client Service, Customer Relations, Statements, Swaps, Bonds, MS Project, Microsoft Office, Visio, Fixed Income, Excel, Equities, Word, FX, PowerPoint, Customer Service, Structured Products, Negotiation, Outlook, Project Planning, FX Options, Financial Services, Banking, Microsoft Excel, Financial Statements, Financial Reporting
Education
University of Maryland 2010 — 2012
M.B.A, Finance
City University of New York City College 2000 — 2006
Bachelor of Arts (B.A.), Economics
Wolmer's Schools
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
Praxair July 2014 - Present
Citi - Enterprise O&T June 2013 - May 2014
Citi - Chief Technology Office April 2012 - June 2013
Citi Private Bank May 2010 - March 2012
Citi Private Bank February 2010 - May 2010
Hofstra University September 2009 - December 2009
Estée Lauder July 2009 - October 2009
Hofstra University January 2009 - May 2009
Binghamton University September 2007 - May 2008
Binghamton University September 2007 - May 2008
Skills
Statistics, SPSS, Customer Service, Employee Relations, Talent Management, Training, Human Resources, Organizational..., PowerPoint, Onboarding, Psychology, Research, Recruiting, Data Analysis, New Hire Orientations, Teamwork, Change Management
Education
Hofstra University 2008 — 2010
Master of Arts, I/O Psychology
Binghamton University 2004 — 2008
Bachelor of Arts, Psychology
Spectrum Data Technologies January 2014 - Present
Main Street Hub March 2012 - September 2013
Citi Private Bank 2008 - 2011
Citi Private Bank 2006 - 2008
Silicon Valley Bank 2003 - 2005
Skills
Salesforce.com, Social Media Marketing, Financial Analysis, Account Management, Financial Modeling, Customer Retention, Portfolio Management, Microsoft Office, Business Development, Marketing, New Business Development, Social Media, Sales, Analytics, Risk Management, Strategy, Analysis, Sales Management, Customer Service, Direct Sales, Management, Negotiation
Education
Colorado State University 1999 — 2003
Bachelor of Science: Business Administration, Finance and Real Estate
First Republic Bank April 2011 - Present
Citi Private Bank October 2006 - April 2011
Citigroup/Citicorp June 2005 - November 2005
U.S Army October 1999 - November 2003
Skills
Private Banking, Wealth Management, Credit, Investments, Financial Analysis, Loans, High Net Worth..., Portfolio Management, Banking, Finance, Commercial Lending, Credit Analysis, Series 7, Equities, Mortgage Lending
Education
City University of New York-Hunter College 2003 — 2007
Bachelors, Economics
7th Army Grafenwher Non-Commissioned Officer Academy 2002 — 2002
Leadership, Primary Leadership Development
Pacific College of Oriental Medicine
Masters, Oriental Medicine
Credit Suisse September 2012 - Present
Credit Suisse May 2009 - August 2012
Citi Private Bank June 2006 - May 2009
Citibank N.A. June 2004 - June 2006
Citicorp Investment Services December 2003 - June 2004
Citicorp Investment Services June 2002 - December 2003
Merrill Lynch June 2001 - August 2001
Skills
Private Banking, Investment Strategies, Investment Advisory, Alternative Investments, Securities Lending, Structured Products, Hedging, Derivatives, Monetization, Asset Based Lending, Fixed Income, Equities, Portfolio Management, Investments, Banking, Finance, Investment Banking, Credit, Trading, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Entrepreneurship
University of Florida - Warrington College of Business Administration 1999 — 2002
B.S.B.A., Business Administration - Finance
IEA
High School
Citi Private Bank December 2014 - Present
Education
Barnard College
Bachelor of Arts (B.A.)
Columbia University in the City of New York
Friends Seminary
Citi Private Bank November 2013 - Present
Citi Private Bank April 2011 - October 2013
American Airlines February 2009 - April 2011
Citi Private Bank June 2008 - August 2008
Vantage Financial 2007 - 2008
Skills
Strategic Sourcing, Contract Negotiation, Supply Chain Management, Financial Analysis, Asset Managment, Supply Management, Portfolio Management, Strategic Planning, Investments, Finance, Series 7, Bloomberg, Asset Allocation, Securities, Equities, Wealth Management, Capital Markets, Banking, Alternative Investments, Financial Services, Private Banking, Wealth Management..., Analysis, Due Diligence, Forecasting, Asset Management, Valuation, Procurement, Risk Management, Private Equity, Financial Modeling
Education
Arizona State University 2004 — 2008
Pierrepont
Pierrepont
Deutsche Bank Asset and Wealth Management October 2013 - Present
U.S. Trust Bank of America Wealth Management December 2010 - August 2013
Citi Private Bank December 1988 - December 2010
Citigroup 1988 - 2010
Skills
Investment Strategies, Investment Finance, Wealth Management, Investments, Financial Planners, Private Equity, Alternative Investments, Insurance Planning, Investment Management, Hedge Funds, Finance, Wealth, Portfolio Management, High Net Worth..., Asset Allocation, Investment Advisory, Wealth Management..., Financial Structuring, Financial Planning
Education
Cleveland State University 1978 — 1980
MBA, Finance; Marketing
University of Michigan 1976 — 1978
Bachelor of Science, English - Honors Program
Citi Private Bank January 2015 - Present
Citi Private Bank June 2011 - Present
Citigroup May 2006 - June 2011
Citibank - Middle Market Banking Group December 2004 - May 2006
Citibank - Commercial Banking Team August 2003 - December 2004
Clifford Chance 2001 - 2003
Clifford Chance US LLP 2001 - 2003
Skills
Banking, Commercial Banking, Portfolio Management, Management, Cash Management, Business Development, Direct Sales, Cross Selling, Selling, Treasury, Relationship Management, Capital Markets, Investments
Education
Binghamton University 1997 — 2001
Citi Private Bank August 2011 - Present
Citibank August 2009 - August 2011
Citibank November 2002 - July 2009
Access Financial Group February 1997 - September 2002
Skills
Cross-functional Team..., Insurance, Leadership, Credit, Strategy, Management, Sales Operations, Sales, Sales Process, Change Management, Direct Sales, Recruiting, P&L Management, Customer Retention, Financial Services
Education
Furman University CBA Executive Banking School 2008 — 2010
CBA Executive Banking School. (GSRBM)
Bradley University 1990 — 1994
BS, Marketing
Merrill Lynch August 2010 - Present
Citi Private Bank August 2005 - August 2010
Merrill Lynch 1993 - 2005
Audi Video Reporting Services June 1992 - July 1993
Skills
Retirement Planning, Estate Planning, Financial Advisory, Investments, Strategic Financial...
Education
College for Financial Planning 2004 — 2006
MS, Financial Planning
Muhlenberg College 1987 — 1991
The Mercersburg Academy
IBM Canada 2013 - Present
IBM Canada 2010 - 2013
IBM Canada September 2008 - December 2009
Citi Private Bank February 2008 - July 2008
Skills
DB2, Linux, Software Development, Unix, High Availability, AIX, Testing, Agile Methodologies, IBM AIX, C++, Distributed Systems, Databases
Education
Budapest University of Technology and Economics 2003 — 2008
B.Sc., M.Sc., Computer Engineering
Universität Karlsruhe (TH) / University of Karlsruhe 2005 — 2005
Master of Science (M.Sc.), Computer Engineering
Pamberi October 2011 - Present
ABSA/Barclays Wealth February 2009 - September 2011
Citigroup Global Wealth Management 2006 - 2008
Citibank 2005 - 2006
Citi Private Bank 2002 - 2005
Credit Suisse May 2000 - September 2000
NetNoir 1997 - 1999
Thrive Online 1995 - 1997
The Spectrum July 1994 - August 1995
Skills
Strategy, Management, Business Development, Leadership, Project Management, E-commerce, Team Leadership, Integrated Marketing, Training, Marketing, MS Project, Software Documentation, Fixed Income, Financial Analysis, Financial Modeling, Product Management, Project Portfolio..., Risk Management, Advertising, Budgets, Program Management, Analysis, Business Analysis, Strategic Planning, CRM, Change Management, Vendor Management, Portfolio Management, Process Improvement, SDLC, Salesforce.com..., Salesforce.com, Business Strategy, Finance, Executive Management, Banking, Business Process..., Financial Services
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, Finance and International Business
University at Buffalo 1990 — 1995
BA, English and Print Journalism
AIG June 2015 - Present
AIG April 2013 - Present
Citi Private Bank May 2011 - April 2013
Citi January 2010 - January 2011
J.P. Morgan April 2006 - January 2010
Skills
Financial Analysis, Finance, Financial Reporting, Microsoft Excel, Management, Corporate Finance, Business Analysis, Process Improvement, PowerPoint, Budgeting, Forecasting, Product Support, Project Management, Training, Leadership, Sales, Financial Accounting, Banking, Insurance, Credit Cards, Research
Education
Pace University - Lubin School of Business 2005 — 2008
Master of Business Administration (MBA), Finance, General
City University of New York-Herbert H. Lehman College 2000 — 2004
Bachelor's degree, Computer Science and Economics
Citi Private Bank May 2012 - Present
Citigroup June 2005 - May 2012
Deutsche Bank October 1996 - June 2005
Skills
Portfolio Management, Strategic Thinking, Investments, Fixed Income, Client Focused, CRM, Alternative Investments, Asset Allocation, Private Banking, Wealth Management, Wealth, Equities, Strategic Financial..., Credit, Series 7, Surpassing Imposed..., Optimizing Team..., Mentor & Motivator, Presentation Skills, Collaborative..., NaviPlan, NumberCruncher, Microsoft Office (Word..., Asset Management, Private Equity, Leadership, Mortgage Lending, Hedge Funds, High Net Worth..., Wealth Management..., Capital Markets
Education
College for Financial Planning 2014 — 2015
Accrediated Wealth Management Advisor ® (Completed Jan 2015)
College for Financial Planning 2010 — 2015
Master of Science in Finance (Completed Jan 2015)
Pace University - Lubin School of Business 1999 — 2003
Master of Business Administration (M.B.A.), Investment Management
Marymount College of Fordham University 1992 — 1998
Bachelor of Science (B.S.), Accounting * Minor in Finance
Credit Suisse February 2010 - Present
Citi Private Bank July 2006 - February 2010
Chevron December 2003 - May 2004
ChevronTexaco June 2001 - December 2003
Texaco January 2000 - May 2001
Texaco September 1998 - December 1999
Education
Columbia University - School of International and Public Affairs 2004 — 2006
MIA, International Finance and Business
Bentley University 1995 — 1998
Bachelors Degree, Business Management
Colegio Nueva Granada
Citi Private Bank July 2011 - Present
Citi July 2010 - July 2011
Citi Remedial Management January 2010 - July 2010
Citi 2004 - January 2010
Citicorp January 2002 - April 2004
Citigroup January 1998 - December 2001
Citigroup September 1994 - December 1997
Citicorp January 1993 - August 1994
Citicorp November 1989 - January 1993
Citicorp January 1988 - October 1989
Skills
Underwriting, Portfolio Management, Credit Analysis, Middle Market, Credit, People Management, Credit Officer..., Credit Policy..., Credit Process..., Senior Approval Officer, Financial Risk, Loans, Banking, Financial Analysis, Management, Risk Management, Corporate Finance, Derivatives, Credit Risk, Structured Finance, Capital Markets, Commercial Banking, Finance
Education
Boston College
BA, Political Science/Economics
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Mars January 2013 - Present
Hackettstown High School January 2015 - September 2015
Mars June 2011 - January 2013
Mars November 2009 - June 2011
Centenary College August 2008 - June 2010
Mars May 2008 - November 2009
Citi Private Bank July 2007 - May 2008
H2 Events May 2005 - July 2007
Muhlenberg College August 2004 - May 2007
Skills
Indirect Purchasing, Management, Process Improvement, Command, Manufacturing, Fast Learning, Back Office, System Administration, Commodity, Currency, Customer Service, Invoicing, Credit Risk, Trade Shows, Banking, Analysis, Purchasing, Leadership, SAP, Trading, Microsoft Excel, Forecasting, Strategy, Cross-functional Team..., Microsoft Office, Supply Chain, PowerPoint
Education
Centenary College 2012 — 2014
Master of Business Administration (M.B.A.), Management
Muhlenberg College 2003 — 2007
Bachelor's, Finance, International Business
Universiteit Maastricht 2006 — 2006
Economics
Vision Yoga & Wellness July 2015 - Present
Citi Private Bank August 2014 - July 2015
Luna Marketing Inc. November 2013 - July 2014
The Owens Group May 2013 - December 2013
Referdia May 2013 - November 2013
The Owens Group March 2012 - May 2013
Invado International September 2011 - October 2012
Miami University November 2010 - September 2011
Luna Marketing Inc. September 2005 - August 2009
Skills
Microsoft Office, Social Media Marketing, Sales, Public Relations, Events Coordination, Leadership Development, Team Management, Promotions, Team Building, Organization, Illustrator, Foreign Languages, QuickBooks, Event Planning, Facebook, Public Speaking, Customer Service
Education
University of Chester 2014 — 2015
Master of Arts (M.A.), Entrepreneurial Leadership in Global Business
Cleveland State University 2012 — 2013
International Relations, International Business & Asian Studies
Miami University 2009 — 2011
International Relations & Marketing, Chinese Business & Global Perspectives on Sustainability
Citi Private Bank November 2013 - Present
Citi November 2008 - November 2013
Citi September 2006 - November 2008
Skills
Mortgage Lending, Retail Banking, Loans, Banking, Credit, Customer Service, Finance, Small Business Lending, Consumer Lending, Series 7, Sales, Investments, Financial Analysis, Portfolio Management, Financial Planning, Strategic Financial..., PowerPoint
Education
CSUN 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
CSUN 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Citi Private Bank August 2010 - Present
Citibank N.A. November 2006 - August 2010
HSBC Bank USA N.A. November 2003 - November 2006
Skills
Small Business, Cash Management, Customer Service, Private Banking, Commercial Lending, Teamwork, Fundraising, Customer Relations, Cross Selling, Retail Banking, Languages, Finance, Credit Risk, Banking, Credit Analysis, Credit, Consumer Lending, Small Business Lending, Loans, Treasury Management, Business Planning, CRM, Sales, Wealth Management
Education
Pace University - Lubin School of Business 2000 — 2004
BBA, International Management
Universidade do Minho
Summer Study Abroad (Braga, Portugal)
Universidade do Porto
Summer Study Abroad (Porto, Portugal)
Maria Regina High School, Hartsdale NY 1996 — 2000
High School
Conergy January 2015 - Present
Kravetz Consulting LLC January 2013 - Present
Ventiur.net January 2013 - Present
Conergy October 2013 - December 2014
Skin Love May 2013 - September 2013
Capgemini May 2011 - December 2012
CPM Braxis Capgemini May 2008 - April 2011
Zicklin School of Business September 2006 - April 2010
Citi Private Bank January 2004 - April 2008
Capgemini January 2000 - December 2003
Skills
Business Strategy, IT Outsourcing, Outsourcing, Contract Negotiation, IT Strategy, IT Management, Team Leadership, Management, Business Analysis, Consulting, SDLC, Business Intelligence, Team Management, Leadership, Business Transformation, Program Management, Management Consulting, Business Development, Integration, Budgets, IT Service Management, Software Development, Business Process..., Solution Architecture, Business Process, Strategy, CRM, Start-ups, Project Portfolio..., SaaS, ERP, Cloud Computing
Education
Baruch College, City University of New York (CUNY) 2005 — 2006
MS
Universidade Federal do Rio Grande do Sul 1995 — 1998
MS
Universidade Federal do Rio Grande do Sul 1990 — 1994
BS
Arden Asset Management 2014 - Present
Arden Asset Management 2012 - 2014
Arden Asset Management January 2008 - December 2012
Citi Private Bank July 2006 - November 2007
Skills
Fund Of Funds, Hedge Funds, Investor Relations, Asset Allocation, Asset Managment, Portfolio Management, Investments, Due Diligence, Alternative Investments, New Business Development, Wealth Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BSc, Finance, Marketing
Upper Canada College 1998 — 2002
herbsack 2013 - Present
Google 2012 - 2014
Deloitte 2009 - 2012
Cisco 2008 - 2009
Wells Fargo Private Asset Management 2004 - 2006
Price Waterhouse Coopers 2000 - 2003
Citi Private Bank 1994 - 1999
NYSE July 1987 - July 1991
Skills
Leadership, Management, Corporate Law, Mergers & Acquisitions, Intellectual Property, Due Diligence, Legal Writing, Corporate Governance, Litigation, Privacy Law, Strategy, Start-ups, Entrepreneurship, Investments, Sales, Licensing, Venture Capital, Private Equity, Contract Negotiation, Banking, Competition Law, Employment Law, Patent Litigation, Copyright Law, Trademarks, Credit, Private Banking, Securities, Finance
Education
Santa Clara University School of Law
Juris Doctor, JD, LAW
Baruch College, City University of New York (CUNY)
MBA, Business
Boston College
BA, History & Political Science
Choate Rosemary Hall
JP Morgan Securities LLC July 2015 - Present
Citi Private Bank May 2013 - June 2015
Citi Private Bank July 2011 - May 2013
Citi Personal Wealth Management November 2008 - July 2011
Citi Personal Wealth Management (Formerly Citi Smith Barney) March 2007 - November 2008
Citibank North America July 2006 - March 2007
Skills
Investments, Portfolio Management, Banking, Finance, Fixed Income, Alternative Investments, Relationship Management, Investment Management, Financial Analysis, Financial Advisory, Trading, Financial Modeling, Series 7, Financial Services, Wealth Management, Mutual Funds
Education
Baruch College 2011 — 2014
Master of Business Administration (M.B.A.), Finance
Hofstra University 2002 — 2006
Bachelor of Business Administration, Finance
Citi Private Bank April 2015 - Present
Citi Private Bank June 2011 - April 2015
Adecco at Citi August 2007 - May 2011
NYC HRA October 2010 - April 2011
Skills
Retail Banking, Financial Analysis, Banking, Forecasting, Accounting, Financial Modeling, Microsoft Excel, Access Database, Cost Accounting, Internal Audit, Finance, Portfolio Management, Corporate Finance, Management, Equities, Financial Services, Leadership, Risk Management, Analysis, Access, Microsoft Office, Credit, Business Analysis, Financial Risk, Auditing, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2013
Bachelor's of Business Administration, Public Accounting
Philzendia.com April 2011 - Present
Collective Bias March 2015 - August 2015
Collective Bias May 2014 - March 2015
Provided upon request January 2013 - May 2014
Duane Reade February 2013 - April 2014
Citi - Private Bank May 2005 - August 2009
Royal Bank of Scotland July 2000 - May 2005
Claims Administration Corporation June 1999 - July 2000
New York City Office of the Comptroller January 1998 - May 1999
NYC Administration For Children's Services September 1996 - December 1997
Skills
Blogging, Social Media Marketing, Freelance Writing, Product Reviews, Social Media, Writing, SEO, Wordpress, Twitter, Facebook, Link Building, Backlinks, Online Content Creation, Public Relations, Google Webmaster Tools, Google Analytics, Word Of Mouth Marketing, Online Advertising, Reviews, Digital Media, Online Marketing, Marketing Communications, Contract Negotiation, Community Management, Brand Advocate, Derivatives, Legal, Legal Documents, Legal Research, Content Writing, WordPress, Web Content, Integrated Marketing, Social Networking, Content Strategy, Copywriting
Education
Rutgers University School of Law - Newark 1993 — 1996
Doctor of Law (JD), Law
City University of New York City College 1989 — 1993
BA, Urban Legal Studies
Citi Private Bank April 2011 - Present
Merck September 2009 - April 2011
Digitas Health January 2008 - September 2009
Pfizer October 2005 - July 2008
Omnicom Group April 2003 - October 2005
McCann Worldgroup April 2003 - October 2005
BBDO April 2003 - October 2005
Dashing Diva / KMC Exim Corp January 2001 - April 2003
Dickinson Studios 1994 - 1996
Skills
User Experience, Interaction Design, Information Architecture, User Interface Design, User Experience Design, Web Design, Art Direction, Web Development, Usability, Mobile Applications, Creative Direction, Usability Testing, Graphic Design, Digital Strategy, jQuery, GUI development, Corporate Branding, Mobile Technology, CMS, Digital Media, Wireframes, User Interface, Brand Development, Creative Strategy, Adobe Creative Suite, Online Advertising, Interactive Advertising, JavaScript, GUI Design, Agile Methodologies, User Research, Human Computer..., User-centered Design, WordPress, Web Analytics, Corporate Identity, Concept Development, Branding, iOS, Information Design, Content Strategy, Google Analytics, CSS, HTML 5, Wire Framing, Mobile Design, Android, Mobile Devices
Education
Pratt Institute 2012 — 2014
Continuing Education, Communications Design
Ringling College of Art and Design 1994 — 1998
BFA, Graphic and Interactive Communication
Appalachian State University 1992 — 1994
Bachelor of Science, Pre Professional Medicine
Darlington School 1988 — 1991
High School Diploma, Liberal Arts
Stern Estate LLC October 2009 - Present
Citi Family Office, Citigroup Global Markets February 2006 - October 2009
Citi Private Bank June 2002 - February 2006
Darden School of Business, University of Virginia January 1993 - January 1997
The Aspen Institute January 1990 - January 1993
Education
University of Virginia
Ed.D.
Longwood University
M.Ed
Bridgewater College
B.A.
Citi Private Bank September 2010 - Present
Citi Private Bank September 2008 - September 2010
Citi January 2008 - September 2008
Citi July 2006 - September 2008
Citi July 2007 - July 2008
Houlihan/Lawrence March 2004 - December 2007
UBS Financial Services September 2005 - December 2005
Westchester Community College September 2002 - December 2004
Skills
Investments, Series 7, Banking, Series 63, Financial Services, Project Planning, Financial Analysis, Credit, Portfolio Management, Wealth Management, Asset Managment, Loans, Equities, Fixed Income, Capital Markets, Derivatives, Series 65, Series 6, Hedge Funds, Private Equity, Real Estate Private..., Private Banking, Mortgage Lending, Asset Management
Education
Iona College 2004 — 2006
B.B.A., International Business
Westchester Community College 2002 — 2004
A.S., Business Administration
City University of New York-Hunter College 2000 — 2001
N/A, Pre-Med
Citi September 2012 - Present
Citi Private Bank January 2001 - September 2012
Lazard Freres July 1997 - January 2001
Skills
Wealth Management, Banking, Financial Services, Portfolio Management, Private Banking, Business Strategy, Business Development, Strategy, Management, Risk Management, Business Analysis, Leadership, CRM, Marketing, Digital Strategy, Business Process..., Team Management, Analytics, Mobile Devices, Relationship Management
Education
American University 1992 — 1996
Wells Fargo Advisors July 2012 - Present
Citi July 2002 - July 2012
Citi Private Bank 2002 - June 2012
Education
Boston University Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Finance, General, High Honours
Manchester University
Bachelor's degree
Citi Private Bank February 2012 - Present
Citi Private Bank February 2012 - Present
The Presidio Group LLC January 2010 - February 2012
Fidelity Investments July 1993 - December 2009
Skills
MBA, Certified Financial..., Certified Investment...
Education
University of North Texas 1988 — 2001
MBA, Finance
Beijing Foreign Studies University 1984 — 1988
BA, English
Citi Private Bank November 2012 - Present
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Peking University
BA
Pennsylvania State University
Citi Private Bank October 2014 - Present
J.P. Morgan Private Bank July 2011 - June 2013
UBS Wealth Management January 2008 - January 2011
UBS Wealth Management June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
UBS Investment Bank June 2005 - August 2005
Skills
Management, Financial Services, Investments, Finance, Financial Analysis, Equities, Hedge Funds, Capital Markets, Portfolio Management, Fixed Income, Alternative Investments, Investment Banking, Asset Management, Derivatives, Mutual Funds
Education
Bentley University
BS, Finance
Kent School
Rumsey Hall
BNY Mellon July 2013 - Present
Citi Private Bank January 2013 - June 2013
National Hockey League October 2011 - December 2012
Loews Corporation May 2008 - October 2011
Skills
Distributed Systems, Distributed Caching, Application Architecture, Spring, Messaging, Microsoft SQL Server, JAVA/J2EE, REST, MS SQL Server, Web Application..., SQL, Hibernate, SOAP, AOP, VB.NET, JSP
Education
Baruch College, City University of New York (CUNY)
MBA, Finance & Computer Information System
Queens College 2000 — 2004
Bachelor of Science, Computer Science
Citi Private Bank May 2010 - Present
Bank of America June 2002 - May 2010
Merrill Lynch January 1990 - June 2002
Skills
Portfolio Management, Investments, Wealth Management
Education
New York Law School 1975 — 1978
JD
Amherst College 1967 — 1971
BA, Anthropology
Citi Private Bank January 2014 - Present
Citi Private Bank February 2007 - December 2013
Citi Private Bank March 2003 - January 2007
Citi Private Bank June 2000 - February 2003
Skills
SDLC, Software Project..., Oracle, Business Analysis, Requirements Gathering, Software Development, Requirements Analysis, Solution Architecture, Vendor Management, Business Intelligence, IT Strategy, Risk Management, Enterprise Architecture, PMP, Program Management, Business Requirements, Project Management, Agile Methodologies, Middleware, TIBCO iProcess, TIBCO BusinessWorks, WebSphere Process Server, Internet/Intranet..., Payment Systems, SOA, Web Application..., Messaging, Transaction Processing, SWIFT Payments, Integration
Education
Birla Institute of Technology and Science 1996 — 2000
Bachelor’s Degree, Chemical Engineering
Vijay Public School, Nizamabad
Citi Private Bank February 2004 - Present
American International Group June 2003 - February 2004
Union Bank of California December 1996 - March 2001
Skills
Credit Risk, Credit Analysis, Credit, Banking, Loans, Private Banking, Portfolio Management, Wealth Management, Financial Modeling, Financial Analysis, Risk Management, Relationship Management, Investments, Commercial Lending, Strategic Financial..., Finance, Business Analysis, Cash Flow
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance
University of California, Los Angeles 1992 — 1995
Bachelor of Arts (BA), business Economics
Wells Fargo Advisors, LLC June 2012 - Present
Citi Private Bank April 2007 - June 2012
Oppenheimer + Close October 2004 - July 2006
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Finance, Fixed Income, Insurance, Investment Management, Investments, Mutual Funds, Portfolio Management, Series 7, Wealth Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2006
Master of Business Administration (MBA), Personal Financial Planning
Boston University 1993 — 1997
BA, Econimics, Art History, Geography
Citi Private Bank August 2007 - Present
Skills
Business Banking, Financial Sponsors, Internet Banking, Alternative Investments, Personal Banking, Family Office, Global Custody, Hedge Funds, Private Equity, Private Banking, Wealth Management..., Multi Family Properties, Private Foundations, REIT, Financial Reporting, Problem Solving, Wealth Management, Financial Services, Capital Markets, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Administration (MBA) Candidate
Penn State University 1998 — 2002
Economics
St. Lawrence University 1997 — 1998
Environmental Studies
JPMorgan Chase October 2011 - Present
JP Morgan Chase June 2007 - September 2011
Citi Private Bank January 2007 - June 2007
Cognizant Technology Solutions May 2006 - January 2007
Citigroup Asset Management 2003 - 2005
Polaris Software Labs October 2001 - September 2003
Citicorp Overseas Software Limited 1999 - 2001
Education
Bharathidasan University 1997 — 1999
MBA, Systems and Finance
SXD 91/DAV 93
WE Family Offices April 2014 - Present
Citi Private Bank September 2010 - April 2014
JPMorgan Private Bank March 2008 - August 2010
JPMorgan Private Bank (Latin America) October 2005 - March 2008
Kirsch & Associates March 2001 - August 2004
Kirsch & Associates June 2000 - March 2001
Skills
Wealth Management, Banking, Portfolio Management, Mutual Funds, Strategic Financial..., Valuation, Credit, Private Banking, Securities, Wealth Management..., Financial Services, Fixed Income, Investment Banking, Equities, Business Planning, Capital Markets, Investment Management, FX Options, Relationship Management
Education
Baylor University - Hankamer School of Business 1995 — 1999
BBA, Economics and International Business
Citi Private Bank 2010 - Present
MetaphorX LLC 2007 - 2010
Agile Partners 2007 - 2010
Donovan Data Systems February 1994 - November 2006
Donovan Data Systems 1994 - 1997
Donovan Data Systems 1988 - 1994
Skills
Information Architecture, User Experience, Usability Testing, Content Management, User-centered Design, Usability, Technical Writing, Information Design, Interaction Design, User Interface Design, Business Analysis, Advertising, Web Design, Quality Assurance, Web Applications, Online Help, CMS, User Interface, Content Strategy, Knowledge Management, Wireframes, Usability Engineering, Web Analytics, Mobile Applications
Education
Calvin College
BA, History, Education
J.P. Morgan February 2014 - Present
J.P. Morgan May 2012 - January 2014
Citi Private Bank November 2009 - February 2012
Citi Private Bank June 2006 - November 2009
State Street Global Advisors June 2003 - April 2006
State Street Global Advisors March 2000 - May 2003
Salem State College 1997 - 1999
Skills
Separately Managed..., Alternative Investments, Hedge Funds, Fixed Income, Equities, Wealth Management, Series 7, Mutual Funds, Asset Managment, ETFs, Portfolio Management, Investments, Investment Strategies, Asset Allocation, Investment Management, Investment Advisory, Emerging Markets, Asset Management, Bloomberg, Due Diligence, Financial Markets, Series 63
Education
Salem State University 1998 — 2000
BA, Finance
Boston College - Wallace E. Carroll Graduate School of Management
Working towards MSF, Finance
United States Bankruptcy Court Southern District of California August 2015 - Present
Sadeghi Legal August 2014 - December 2014
Small Business Law Center Community Economic Development Clinic January 2014 - August 2014
United States Bankruptcy Court Southern District of California January 2011 - March 2013
Citi Private Bank July 2009 - April 2010
Citi Private Bank July 2006 - April 2009
Limited Brands July 2005 - May 2006
Skills
Risk Management, Banking, Microsoft Office, Outlook, Microsoft Excel, AML, Research, Capital Markets, Equities, Financial Risk, Financial Services, PowerPoint, Customer Service, Fixed Income, Credit, Asset Management, Social Media, Project Management, Strategic Planning
Education
Thomas Jefferson School of Law
Juris Doctor Candidate, International Business, Trade, and Tax Law
California Western School of Law 2014 — 2014
Zhejiang University 2014 — 2014
China International and Comparative Law Study Abroad Program
The University of Texas at El Paso 2003 — 2005
BA, Organizational Communication and Public Relations
Citi Private Bank October 2012 - Present
845 Condo Association 2006 - Present
Madison Capital January 2012 - September 2012
Tishman Speyer April 2008 - November 2011
Citigroup Property Investors May 2005 - April 2008
Morgan Stanley October 2000 - April 2005
Skills
Accounting, Budgets, Financial Analysis, Financial Modeling, Management, Mutual Funds, Real Estate, Variance Analysis, Due Diligence, Finance
Education
Fordham Gabelli School of Business 2005 — 2009
MBA, Dual Concentration- Accounting and Finance
Baruch College, City University of New York (CUNY) 1996 — 2000
Undergrad, Finance and Investments
Citi Private Bank October 2010 - Present
Citi Private Bank February 2010 - October 2010
Citi Private Bank June 2008 - February 2010
Citi Private Bank March 2006 - June 2008
Citi Private Bank March 2005 - March 2006
Reuters May 2004 - March 2005
Skills
Fixed Income, Capital Markets, Equities, Portfolio Management, Banking, Wealth Management, Derivatives, Series 7, Private Banking, Credit, Hedge Funds, Investment Banking, Bloomberg, Securities, Investments, FX Options, Credit Risk, Alternative Investments, Financial Services, Risk Management, Financial Markets, Bonds
Education
Binghamton University - School of Management 2000 — 2004
BA, Finance, MIS
Allen & Company August 2015 - Present
Citi Private Bank March 2006 - August 2015
Bridgewater Associates July 2000 - July 2005
Skills
Hedge Funds, Portfolio Management, Analytics, Asset Allocation, Bloomberg, Investment Banking, Alternative Investments, Fixed Income, Equities, Derivatives, Capital Markets, Asset Management, Investment Management, Valuation, Equity Research, Financial Modeling, Investments, Series 7
Education
Brown University 1996 — 2000
Bachelor of Arts (BA), Economics & Applied Mathematics
Riverdale Country School 1992 — 1996
High School Diploma
American Express February 2013 - Present
American Express September 2010 - February 2013
Citi Private Bank September 2006 - September 2010
Center for Financial Training 2002 - 2006
Liberty Bank 1993 - 2006
Connecticut Savings Bank 1984 - 1993
Skills
Banking, Compliance, Risk Assessment, Credit, Policy, Risk, Risk Management, Governance, Process Improvement, Auditing, Due Diligence, Team Building, Word, Internal Audit, Mortgage, Change Management, Fair Lending, Loans, Enterprise Risk..., AML, Financial Risk, Mortgage Lending, Operational Risk, Financial Services, Microsoft Word, Training, Capital Markets, Operational Risk..., Anti Money Laundering
Education
Central Connecticut State University
BS, Marketing
Quinnipiac University
BS, Accounting
Quinnipiac University - School of Business
MBA
Beckley Construction, LLC August 2009 - Present
Citi Private Bank September 2005 - July 2009
Merrill Lynch Europe 1996 - 2001
Skills
Risk Management, Asset Management, Investments, Equities, Portfolio Management, Banking, Due Diligence, Project Management, Private Equity, Strategic Planning, Investment Banking, Process Improvement, Team Building, Management, Construction, Risk Assessment, Contract Negotiation, Change Management, Program Management, Business Strategy
Education
Colgate University 1982 — 1986
Citi Private Bank 2015 - Present
Citi 2012 - 2015
Sun Life Financial 2010 - 2012
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Allmerica Financial 1993 - 2004
State Mutual / Allmerica Financial 1983 - 1991
Skills
Wealth Managment..., Leadership Development, Marketing Strategy, Marketing Management, Marketing Communications, Innovation Development, Client Experience Models, Digital / Mobile..., Business Analysis, Program Management, Project Management, Product Management, Vendor Management, Financial Services, Investments, Strategy, Relationship Management, Management, Leadership
Education
College of the Holy Cross
Bachelor of Arts
Citi Private Bank October 2013 - Present
HSBC Bank Canada July 2010 - October 2013
HSBC Bank Plc UK September 2008 - August 2010
HSBC Bank Canada October 2004 - September 2008
HSBC Bank Canada March 1999 - October 2004
Skills
Investments, Wealth Management, Private Banking, Credit, Mutual Funds, Wealth, Retail Banking, Credit Risk, Financial Services, Credit Analysis, Personal Financial..., Foreign Languages, Leadership, Relationship Management, Banking, Financial Advisory, Portfolio Management
Education
Carleton University 2000 — 2003
MA, Economics
University of Leicester 1995 — 1999
BA, Business Economics
Citi Private Bank April 2014 - Present
HSBC Private Bank February 2013 - April 2014
Citi Private Bank August 2005 - February 2013
Skills
Series 7, Fixed Income, Private Banking, Portfolio Management, Equities, Banking, Financial Services, Wealth Management, Investments, Hedge Funds
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA)
Citi Private Bank November 2009 - Present
Morgan Stanley 1981 - 1983
Morgan Stanley 1981 - 1983
Morgan Stanley 1981 - 1983
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
Amherst College 1977 — 1981
Bachelor of Arts (B.A.), Economics and Political Science
Citi Private Bank October 2012 - Present
Citi Private Bank May 2006 - January 2013
Chase January 2002 - 2006
Skills
Building Relationships, Bilingual, Thought Leadership, Project Management, Creative Strategy, Private Banking, Management, Finance, Wealth Management, Law Firm Administration, CRM, Cash Management, Credit
Education
City University of New York-Baruch College - Zicklin School of Business
Master's degree, Finance, General
City University of New York-Baruch College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
CITI Private Bank November 2009 - Present
ISP June 2007 - November 2009
Merrill Lynch September 1985 - June 2007
Skills
Talent Acquisition, Program Management, Change Management, Employee Benefits, Recruiting, Talent Management, Human Resources, Performance Management, Employee Relations, Leadership Development, HR Policies, Time Management, Personnel Management, Succession Planning, Deferred Compensation, Onboarding, Employee Engagement, Organizational..., Executive Pay, HRIS
Education
Harvard Business School 2004 — 2004
Certificate, Strategic HR Mgmt Program
Bradford College 1980 — 1981
Cert Ed, Math and Music
Alsager College 1977 — 1980
BA, Creative Arts
Law Firm PartnerDewey Ballantine LLP2007 - Present
Dewey and LeBoeuf 2007 - 2009
UBS Investment Bank 2005 - 2007
UBS Investment Bank 2005 - 2007
Citibank 2001 - 2005
Citibank 2001 - 2005
Citi Private Bank 2001 - 2005
Citi 2001 - 2005
Citigroup 2001 - 2005
Chadbourne & Parke LLP 1997 - 2001
Education
Brandeis International Business School 1981 — 1985
BA, Economics
Brandeis University 1981 — 1985
Syosset High School 1978 — 1981
Investors Economic Assurance, LLC June 2015 - Present
Citi Private Bank 2002 - May 2015
JP Morgan Chase 1999 - 2002
JPMorgan Chase 1996 - 1999
JPMorgan Chase 1994 - 1996
JPMorgan Chase 1987 - 1994
Skills
Financial Services, Management, High Net Worth..., Investments, Risk Management, Project Management, Private Banking, Hedge Funds, Securities, Securities Lending, Trust Services, Banking, Family Office, Alternative Investments, Financial Markets, Fixed Income, Wealth Management, Equities, Asset Management, Portfolio Management
Education
College of the Holy Cross
Bachelor of Arts (B.A.), Economics
St. Francis Prep
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Capital One February 2011 - Present
Capital One N.A. 2011 - Present
CITI Private Bank 2001 - 2010
Citibank, N.A. 1999 - 2001
Citibank, N.A. 1998 - 1999
Citibank, N.A. 1996 - 1998
Citibank, N.A. 1988 - 1996
Citibank, N.A. 1987 - 1988
Dean Witter 1983 - 1987
Skills
Cash Management, Commercial Banking, Banking, Credit, Financial Services, Investments, Product Management, Marketing, Management, Mergers & Acquisitions, Segmentation, B2B, Business Analysis, Capital Markets, Commercial Lending, Credit Analysis, Credit Cards, Credit Risk, Equities, Executive Management, Finance, Financial Analysis, Financial Risk, Fixed Income, Funding, Internet Banking, Investment Banking, Loans, Payments, Portfolio Management, Private Banking, Product Development, Product Marketing, Relationship Management, Retail Banking, Risk Management, Sales, Sales Management, Securities, Selling, Strategy, Treasury Management, Wealth Management
Education
Baruch College, City University of New York (CUNY) 1980 — 1982
MBA, International Marketing
City University of New York-Brooklyn College 1973 — 1977
BS, accounting
erasmus hall high school 1970 — 1973
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
Citi Private Bank associateciti private bank2004 - 2008
Skills
Accounting, Auditing, Banking, Business Analysis, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Accounting
Bryant University January 2009 - Present
Citi Private Bank September 2006 - May 2008
HSBC Private Bank April 1998 - October 2006
Education
Boston University 2001 — 2002
Certificate, Certified Financial Planning
Bentley University 1994 — 1998
MBA, Finance
Bryant University 1989 — 1993
BS, Finance
Citi Private Bank September 2015 - Present
Interventure Capital Group February 2013 - August 2015
Axiom International Investors April 2008 - December 2012
CIBC World Markets July 2007 - January 2008
Education
Colby College 2003 — 2007
Bachelor of Arts (BA), Economics
Citi Private Bank December 2014 - Present
Citi July 2012 - November 2014
Traveled, Volunteered and Studied around the world February 2011 - April 2012
J.P. Morgan September 2009 - February 2011
AXA Advisors September 2005 - January 2009
AXA Advisors September 2005 - April 2007
Skills
Wealth Management, Financial Analysis, Investments, Risk Management, Mutual Funds, Portfolio Management, Securities, Microsoft Excel, Strategic Financial..., PowerPoint, Financial Services, Financial Advisory, Strategic Planning, Equities
Education
Baruch College
Bachelor of Business Administration (BBA)
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance and Investements
Citi Private Bank June 2013 - Present
Citi 2011 - June 2013
Morse Williams & Co. March 2008 - June 2009
Morgan Stanley September 2005 - February 2008
Education
Amherst College 2001 — 2005
B.A.
Citi Private Bank August 2010 - Present
Deutsche Bank Alex. Brown August 2004 - August 2010
Bernstein Global Wealth Management September 1998 - August 2004
Skills
Investments, Wealth Management, Mortgage Lending, Banking, Real Estate, Asset Managment, Asset Management, Equities, Valuation
Education
Baylor University 1974 — 1978
BBA, Finance
Citi Private Bank January 2011 - Present
Bank of Nova Scotia 2000 - 2002
NASD 1999 - 2000
Credit Suisse First Boston 1996 - 1999
NatWest 1993 - 1996
Skills
Banking, Portfolio Management, Wealth Management, Alternative Investments, Equities, Asset Management, Capital Markets, Credit, Financial Advisory, Financial Analysis, Fixed Income, Investments, Private Banking, Risk Management, Securities, Series 7, Financial Services
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Finance
Baruch College, City University of New York (CUNY) 1988 — 1993
BBA, Finance
J.P. Morgan January 2011 - Present
JPMorgan 2008 - January 2011
Citi Private Bank September 2006 - September 2008
Pistol Creek Company 2004 - 2006
Sirach Capital Management 1991 - 2002
Skills
Commercial Lending, Financial Institutions
Education
Boston College 1978 — 1981
BA, Economics
Citi Private Bank May 2010 - Present
Bank of America December 2007 - May 2010
Wells Fargo Private Bank May 2004 - November 2007
Wells Fargo Private Bank 2000 - 2004
Bank One 1993 - 2000
National City Bank 1990 - 1993
Skills
Wealth Management, Finance, Strategic Financial..., Series 7, Wealth Management..., Portfolio Management, Asset Management, Asset Allocation, Hedge Funds, Mutual Funds, Investment Management, Equities, Securities, Private Banking, Alternative Investments
Education
Capital University 1990 — 1992
MBA
Indiana University Bloomington 1984 — 1988
BS, Finance
Encore Capital Group Deputy General CounselEncore Capital GroupJune 2014 - Present
Warburg Pincus March 2009 - January 2012
Sixth Gear November 2007 - February 2009
Sixth Gear Solutions Corp. 2007 - 2009
Citigroup February 1987 - November 2007
Citi Private Bank 2000 - 2005
Cravath, Swaine & Moore LLP 1980 - 1986
Skills
Securities, Corporate Finance, Joint Ventures, Private Equity, Hedge Funds, Mergers & Acquisitions, Capital Markets, Venture Capital, Investments, Corporate Governance, Corporate Law, Due Diligence, Alternative Investments, Mergers, Securities Regulation, Asset Management
Education
Columbia Law School 1976 — 1979
JD, law
Dartmouth College 1970 — 1974
BA, Chemistry
Citi June 2012 - Present
LAPCO January 2004 - Present
Citi Private Bank April 2009 - June 2012
Citi Private Bank April 2007 - April 2009
Credit Agricole January 2006 - April 2007
Citi Private Bank May 2006 - August 2006
Citi Guatemala May 2004 - August 2004
Education
University of Miami - School of Business 2004 — 2006
MBA, Finance, Marketing
Baylor University - Hankamer School of Business 2000 — 2003
BBA, International Business, Marketing
American School of Guatemala
High School Diploma
Citi Private Bank January 2008 - Present
Citi Private Bank 2005 - Present
Citi Private Bank 1997 - 2010
Skills
Asset Managment, Wealth Management, Portfolio Management, Alternative Investments, Private Banking, Fixed Income, Wealth Management..., Capital Markets, Asset Management, Investments, Hedge Funds, Series 7, Investment Advisory, Equities, Asset Allocation, Investment Management
Education
Universidad Nacional del Litoral
Post Graduate Law Degree, Real Estate
Citi January 2015 - Present
Citi June 2012 - Present
Citi August 2005 - Present
Citigroup 2000 - Present
Citi Private Bank 1990 - Present
Skills
Financial Services, Risk Management, Financial Risk, Banking, Business Process..., Equities, Wealth Management, Capital Markets, Fixed Income, Portfolio Management, Business Analysis, Microsoft Office, Securities
Education
Coe College 1979 — 1983
BSc, Computer Science, Business Admin
Citi March 2014 - Present
McMorgan & Company August 2013 - February 2014
M&T Bank June 2012 - August 2012
Citi Private Bank February 2007 - August 2011
Morrissey, Hawkins & Lynch January 2004 - April 2006
Skills
Financial Modeling, Investments, Valuation, Financial Analysis, Bloomberg, Equities, Securities, Fixed Income, Alternative Investments, Series 7, Due Diligence, Hedge Funds, Mutual Funds, Portfolio Management, Asset Managment
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Master of Business Administration (MBA)
Wesleyan University 2000 — 2003
Bachelor of Arts, History
Boston Latin School 1993 — 1999
Polaris Software Lab October 2014 - Present
Citi Private Bank August 2010 - September 2014
Polaris Consulting & Services Ltd September 2007 - August 2010
Skills
Flex, Core Java, Java Enterprise Edition, PL/SQL, Hibernate, Spring, Oracle, SQL, Spring Framework
Education
Andhra University
Master of Computer Applications (M.C.A.)
US Trust - Bank of America February 2013 - Present
Citi Global Wealth Management 2005 - February 2013
Citi Private Bank April 1989 - February 2013
Citi January 1998 - January 2005
Citi November 1991 - December 1997
Skills
Mortgage Lending, Loans, Portfolio Management, Finance, Sales Management, Sales, Private Banking, Management, Marketing, Customer Retention, Training, Sales Operations, Marketing Strategy, Executive Management, Home Equity Loans
Education
City University of New York 1982 — 1987
BA, English
City University of New York-College of Staten Island 1982 — 1987
Citi Private Bank March 2006 - Present
Citigroup Asset Management August 2004 - October 2005
Citigroup Asset Management March 2000 - July 2004
Citigroup Asset Management October 1997 - February 2004
Bankers Trust Company May 1996 - September 1997
Bank of America September 1994 - March 1996
The Chase Manhattan Bank October 1990 - August 1994
Skills
Fixed Income, Asset Managment, Portfolio Management, Securities, Financial Services, Equities, Asset Management, Risk Management, Capital Markets, Client Services
Education
City University of New York-Baruch College
BBA, Major - Finance/Minor - Accounting
Ascent Private Capital Management of U.S. Bank August 2014 - Present
Citi Private Bank March 2009 - July 2014
Citi Private Bank 2003 - 2009
Citigroup 2001 - 2003
FirstBank 1993 - 2001
Skills
Wealth Management, Portfolio Management, Investments, Alternative Investments, Credit, Financial Services, Private Banking
Education
Colorado State University 1995 — 1999
Cherry Creek High School 1991 — 1995
Citi Private Bank July 2008 - Present
Citi Private Bank November 2005 - June 2008
Barclays Capital July 2004 - November 2005
BlackRock April 2001 - January 2002
Skills
Investments, Equities, Fixed Income, Alternative Investments, Portfolio Management, Securities
Education
Boston College 2000 — 2004
Bachelor of Science, Finance, Marketing
Citi Private Bank August 2014 - Present
S&P Capital IQ July 2013 - June 2014
Siena College October 2010 - January 2013
The Ayco Company, L.P. May 2012 - September 2012
State Street Bank September 2011 - December 2011
Standard & Poor's June 2008 - August 2011
Bluefly October 2008 - June 2009
Publicolor January 2008 - May 2009
Skills
Microsoft Office, Proficient in Urdu, Bloomberg Certified, Financial Analysis, Auditing, Finance, Microsoft Excel, Management, Bloomberg, Outlook, Customer Service, SPSS, Team Leadership, Human Resources
Education
Siena College 2009 — 2013
Bachelor of Science, Finance
Birkbeck College, University of London 2011 — 2011
Study Abroad Programme, Finance
Dewitt Clinton High School 2005 — 2009
Citi Private Bank 2005 - 2013
Citigroup Financial Institutions 1990 - 2005
Sullivan Payne Company 1986 - 1990
Skills
Banking, Private Banking, Credit Risk, Compliance, Auditing, Internal Audit, Letters of Credit, Analysis, Investments, Risk Management, Portfolio Management, Credit, Loans, Financial Risk, Management, Finance
Education
Borough of Manhattan Community College
Business Management and Administration - Ongoing
Bank of America June 2011 - Present
Phi Eta Sigma National Society June 2010 - July 2011
Citi Private Bank June 2010 - September 2010
Phi Eta Sigma National Honor Society June 2009 - May 2010
Skills
Financial Analysis, Risk Management, Financial Modeling, Finance, Financial Reporting, Accounting, Corporate Finance, Access, Microsoft Excel, Outlook, Microsoft Office, Forecasting, PowerPoint, QuickBooks, Budgets, Microsoft Word, Lotus Notes, Leadership, Management, Data Analysis
Education
City University of New York-Baruch College 2007 — 2011
BBA, Finance and Investments
Natural Essentials May 2012 - October 2013
Citi Private Bank July 2007 - November 2011
N/A 2007 - November 2011
Citi Private Bank March 2004 - June 2006
Citi Private Bank March 2004 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Administrative..., Data Entry, Access, Teamwork, Event Planning, Research, Time Management, Social Media, System Administration, Project Management, Training, Email Marketing, Office Management, Management
Education
CUNY New York City College of Technology 2002 — 2005
Bachelor of Technology (BTech), Hospitality Management
City University of New York-Brooklyn College 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Hospitality Management
The Boston Consulting Group June 2015 - August 2015
Bundle Organics April 2014 - July 2014
Citi Private Bank June 2011 - June 2014
J.P. Morgan Asset Management June 2010 - August 2010
UBS February 2010 - May 2010
Skills
Portfolio Management, Investments, Financial Services, Economics, Asset Allocation, Wealth Management, Analysis, Finance, Bloomberg, Alternative Investments, Series 7, Asset Management, Financial Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2007 — 2011
Bachelor’s Degree
State Street Global Advisors October 2014 - Present
OppenheimerFunds July 2010 - October 2014
Citi Private Bank 2005 - 2010
SEI 1997 - 2005
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management, Investment Strategies, Hedge Funds, Investment Management, Portfolio Management, Investment Advisory, Investments, Series 63, Asset Management, Equities, Securities, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1992
MBA, Finance
Princeton University 1980 — 1984
AB, Religion
JPMorgan Chase August 2013 - Present
Citi Private Bank January 2011 - August 2013
Citi Private Bank January 2008 - December 2010
Citi Private Bank March 2005 - December 2007
U.S. Trust Company of NY January 2003 - March 2005
KPMG LLP 2001 - 2003
Skills
Financial Analysis, Tax, Risk Management, Asset Management, Excel, PowerPoint, Access, Word, Wealth Management, Finance, Financial Planning, Investments
Education
Baruch College 1997 — 2001
BBA, Finance
Citi Private Bank September 2009 - Present
Citi Private Bank June 2007 - August 2009
Citi Private Bank June 2006 - May 2007
Education
Hofstra University 2005 — 2007
Master of Arts (M.A.), Industrial and Organizational Psychology
Queen's College 2004 — 2005
Graduate Certificate, Applied Behavior Analysis
State University of New York at Binghamton 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Citi Private Bank August 2012 - Present
Citi Private Bank June 2006 - August 2012
Citi Private Bank June 2000 - June 2006
Berkman, Henoch, Peterson & Peddy, P.C. 1998 - 2000
Island Mortgage Network 1996 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Risk Management, Credit, Teamwork, Data Analysis
Education
Adelphi University 1994 — 1995
Legal Assistant/Paralegal
Nassau Community College 1985 — 1988
AAS, Criminal Justice/Police Science
Citi Private Bank April 1999 - April 2013
Education
Brigham Young University - Idaho