Citi Private Bank

Description

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

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Citi Private Bank Employees

Employee
Years
Job
Industry
Douglas Baum Douglas Baum Pound Ridge, New York Details
Douglas Baum's Citi Private Bank Experience April 2015 - Present
Job Vice President, Mortgage Specialist. Residential Real Estate Law Firm Group at Citi Private Bank
Industry Financial Services
Experience
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

Lizzie Korsgaard Lizzie Korsgaard Greater New York City Area Details
Lizzie Korsgaard's Citi Private Bank Experience July 2011 - May 2013
Job Associate at Goldman Sachs
Industry Financial Services
Experience
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

Jacqueline Serrano Jacqueline Serrano Greater New York City Area Details
Jacqueline Serrano's Citi Private Bank Experience August 2003 - March 2013
Job Corporate Paralegal at J.P. Morgan
Industry Financial Services
Experience
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

Rob Galvan Rob Galvan Greater New York City Area Details
Rob Galvan's Citi Private Bank Experience February 2010 - November 2012
Job Director at KPMG
Industry Financial Services
Experience
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

Theodore Sadriyoun, CFA Theodore Sadriyoun, CFA Greater New York City Area Details
Theodore Sadriyoun, CFA's Citi Private Bank Experience 2007 - 2008
Job Director of SFT CCAR at Citi
Industry Banking
Experience
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

Beth Boily Beth Boily Greater New York City Area Details
Beth Boily's Citi Private Bank Experience April 2006 - Present
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
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

Janet Lam Chen Janet Lam Chen New York, New York Details
Janet Lam Chen's Citi Private Bank Experience April 2006 - May 2008
Job Director, Client Service at Baron Capital
Industry Financial Services
Experience
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

Jeffrey Arestivo Jeffrey Arestivo Greater New York City Area Details
Jeffrey Arestivo's Citi Private Bank Experience March 2014 - Present
Job Head of RRE Sales, NA
Industry Banking
Experience
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

Michael Gournis Michael Gournis Greater Chicago Area Details
Michael Gournis's Citi Private Bank Experience March 2014 - Present
Job VP Private Banker at Citi Private Bank
Industry Financial Services
Experience
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

Tricia Perrine Tricia Perrine Dallas/Fort Worth Area Details
Tricia Perrine's Citi Private Bank Experience 2012 - Present
Job Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   2012 - Present
Citi  August 2010 - Present

Skills
Fixed Income

Education
Angelo State University

Lou DeLeo Lou DeLeo Greater New York City Area Details
Lou DeLeo's Citi Private Bank Experience May 2011 - June 2012
Job MBA Candidate
Industry Financial Services
Experience
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

Sal Carrizzo Sal Carrizzo New York, New York Details
Sal Carrizzo's Citi Private Bank Experience 2002 - 2013
Job Vice President Store Mgr at TD
Industry Banking
Experience
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

David Altuna David Altuna Greater New York City Area Details
David Altuna's Citi Private Bank Experience March 2007 - Present
Job Vice President at Citi Private Bank
Industry Banking
Experience
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

Yevgeniy Krupitskiy Yevgeniy Krupitskiy Greater New York City Area Details
Yevgeniy Krupitskiy's Citi Private Bank Experience January 2015 - Present
Job Assistant Vice President at Citi Private Bank
Industry Financial Services
Experience
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

Christopher Deily Christopher Deily Cypress, Texas Details
Christopher Deily's Citi Private Bank Experience January 1994 - April 2009
Job Senior Vice President Wealth Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Kristen Goldberg Kristen Goldberg Greater New York City Area Details
Kristen Goldberg's Citi Private Bank Experience August 2008 - November 2012
Job Master of Arts in Education candidate
Industry Primary/Secondary Education
Experience
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

Rene Vrolyk Rene Vrolyk Greater New York City Area Details
Rene Vrolyk's Citi Private Bank Experience 1999 - 2012
Job
Industry Banking
Experience
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

Kwame Gordon-Martin Kwame Gordon-Martin Greater New York City Area Details
Kwame Gordon-Martin's Citi Private Bank Experience August 2013 - Present
Job Tax Analyst Global Client Support Services at Citi Private Bank
Industry Banking
Experience
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

Saraschandra Batchu Saraschandra Batchu Greater New York City Area Details
Saraschandra Batchu's Citi Private Bank Experience 2001 - 2010
Job Vice President at Citigroup Private Bank
Industry Banking
Experience
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

Randi Hung Randi Hung Poughkeepsie, New York Details
Randi Hung's Citi Private Bank Experience May 2010 - March 2012
Job Global HR Project Support Associate
Industry Human Resources
Experience
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

Drew Heikes Drew Heikes Austin, Texas Details
Drew Heikes's Citi Private Bank Experience 2008 - 2011
Job Director of Business Development at Spectrum Data Technologies
Industry Computer Software
Experience
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

Joseph M Hsu Joseph M Hsu New York, New York Details
Joseph M Hsu's Citi Private Bank Experience October 2006 - April 2011
Job at First Republic Bank
Industry Banking
Experience
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

Jose Ignacio Godoy Jose Ignacio Godoy Miami/Fort Lauderdale Area Details
Jose Ignacio Godoy's Citi Private Bank Experience June 2006 - May 2009
Job Relationship Manager at Credit Suisse
Industry Banking
Experience
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

D'Meca Homer D'Meca Homer New York, New York Details
D'Meca Homer's Citi Private Bank Experience December 2014 - Present
Job Marketing Associate, Global Marketing at Citi
Industry Marketing and Advertising
Experience
Citi Private Bank   December 2014 - Present

Education
Barnard College
Bachelor of Arts (B.A.)

Columbia University in the City of New York

Friends Seminary

Peter Seroczynski Peter Seroczynski New York, New York Details
Peter Seroczynski's Citi Private Bank Experience November 2013 - Present
Job Associate Banker at Citi
Industry Investment Management
Experience
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

Lisa Adelstein Lisa Adelstein Chicago, Illinois Details
Lisa Adelstein's Citi Private Bank Experience December 1988 - December 2010
Job Director at Deutsche Asset and Wealth Management
Industry Investment Management
Experience
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

Samantha Shinnick Samantha Shinnick Greater New York City Area Details
Samantha Shinnick's Citi Private Bank Experience January 2015 - Present
Job Senior Vice President U.S. Banking & Cash Management at Citi Private Bank
Industry Banking
Experience
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

Chad Danforth Chad Danforth Greater Chicago Area Details
Chad Danforth's Citi Private Bank Experience August 2011 - Present
Job Senior Vice President, Midwest Service Director at Citi Private Bank
Industry Financial Services
Experience
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

Tom Mendham Tom Mendham New York, New York Details
Tom Mendham's Citi Private Bank Experience August 2005 - August 2010
Job Assistant Vice President, Financial Solutions Advisor with Merrill Edge
Industry Financial Services
Experience
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

Benjamin Wirth Benjamin Wirth Toronto, Canada Area Details
Benjamin Wirth's Citi Private Bank Experience February 2008 - July 2008
Job Staff Software Developer at IBM
Industry Information Technology and Services
Experience
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

Hakeem Oseni Hakeem Oseni San Francisco Bay Area Details
Hakeem Oseni's Citi Private Bank Experience 2002 - 2005
Job Program Manager and Certified Salesforce Developer and Administrator
Industry Information Technology and Services
Experience
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

Andreas Sofianos Andreas Sofianos New York, New York Details
Andreas Sofianos's Citi Private Bank Experience May 2011 - April 2013
Job Assistant Finance Director/Global Commercial at AIG
Industry Financial Services
Experience
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

ANN B. RUANE, M.S.F. AWMA®, ChFC®, MBA ANN B. RUANE, M.S.F. AWMA®, ChFC®, MBA Greater New York City Area Details
ANN B. RUANE, M.S.F. AWMA®, ChFC®, MBA's Citi Private Bank Experience May 2012 - Present
Job Director, Private Banker/Wealth Advisor Citi Private Bank
Industry Financial Services
Experience
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

Andrea Bing-Zaremba Andrea Bing-Zaremba Miami/Fort Lauderdale Area Details
Andrea Bing-Zaremba's Citi Private Bank Experience July 2006 - February 2010
Job Assistant Vice President at Credit Suisse
Industry Banking
Experience
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

John S. King John S. King Greater New York City Area Details
John S. King's Citi Private Bank Experience July 2011 - Present
Job Senior Portfolio Manager Investment Finance at Citi Private Bank
Industry Banking
Experience
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

Steve Toto, MBA Steve Toto, MBA Greater New York City Area Details
Steve Toto, MBA's Citi Private Bank Experience July 2007 - May 2008
Job Capital Equipment Buyer at Mars
Industry Consumer Goods
Experience
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

Tara Killmer Tara Killmer Berea, Ohio Details
Tara Killmer's Citi Private Bank Experience August 2014 - July 2015
Job Marketing & Event Planning
Industry Marketing and Advertising
Experience
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

Atefeh Goudarzi Atefeh Goudarzi Greater Los Angeles Area Details
Atefeh Goudarzi's Citi Private Bank Experience November 2013 - Present
Job AssociateClient Service Officer at Citi
Industry Financial Services
Experience
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

Lucia Ferreira Lucia Ferreira Greater New York City Area Details
Lucia Ferreira's Citi Private Bank Experience August 2010 - Present
Job Assistant Vice President at Citi Private Bank
Industry Banking
Experience
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

Lando Kravetz Lando Kravetz Miami/Fort Lauderdale Area Details
Lando Kravetz's Citi Private Bank Experience January 2004 - April 2008
Job
Industry Renewables & Environment
Experience
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

Kaylock Yam, CAIA Kaylock Yam, CAIA New York, New York Details
Kaylock Yam, CAIA's Citi Private Bank Experience July 2006 - November 2007
Job Head of Distribution at Arden Asset Management, Business Development for MultiProduct Alternative Investment Specialist
Industry Investment Management
Experience
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

Debra J. Reed Debra J. Reed San Francisco Bay Area Details
Debra J. Reed's Citi Private Bank Experience 1994 - 1999
Job Investment Manager & Attorney
Industry Financial Services
Experience
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

Adam D'Andrea Adam D'Andrea Greater New York City Area Details
Adam D'Andrea's Citi Private Bank Experience May 2013 - June 2015
Job Financial Advisor at JP Morgan Securities LLC
Industry Financial Services
Experience
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

Julien Koffi Kuwonu Julien Koffi Kuwonu Greater New York City Area Details
Julien Koffi Kuwonu's Citi Private Bank Experience April 2015 - Present
Job Banking and Cash Management Sales Associate at Citi Private Bank
Industry Banking
Experience
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

Diane Nassy Diane Nassy Greater New York City Area Details
Diane Nassy's Citi Private Bank Experience May 2005 - August 2009
Job Social Media Party Coordinator, Content Creator, Digital Media Strategist & Lifestyle Blogger
Industry Online Media
Experience
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

Chris Gammon Chris Gammon Greater New York City Area Details
Chris Gammon's Citi Private Bank Experience April 2011 - Present
Job UX Design Lead (Responsive)
Industry Financial Services
Experience
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

Sandra Stern Sandra Stern Greater New York City Area Details
Sandra Stern's Citi Private Bank Experience June 2002 - February 2006
Job Owner, Stern Estate LLC
Industry
Experience
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.

Marian Chang Marian Chang New York, New York Details
Marian Chang's Citi Private Bank Experience September 2010 - Present
Job Vice President at Citi
Industry Banking
Experience
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

Allison Szmulewicz Allison Szmulewicz New York, New York Details
Allison Szmulewicz's Citi Private Bank Experience January 2001 - September 2012
Job Managing Director Change Management
Industry Banking
Experience
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

Peter Cork Peter Cork New York, New York Details
Peter Cork's Citi Private Bank Experience 2002 - June 2012
Job Financial Advisor
Industry Financial Services
Experience
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

Jane Bachmann, CFP®, CIMA® Jane Bachmann, CFP®, CIMA® San Francisco Bay Area Details
Jane Bachmann, CFP®, CIMA®'s Citi Private Bank Experience February 2012 - Present
Job Director at Citi Private Bank
Industry Banking
Experience
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

Helen (Dahong) Zhang, CFA Helen (Dahong) Zhang, CFA Greater New York City Area Details
Helen (Dahong) Zhang, CFA's Citi Private Bank Experience November 2012 - Present
Job Director at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank   November 2012 - Present

Education
Columbia University - Columbia Business School   1998 — 2000
MBA

Peking University
BA

Pennsylvania State University

Colin Johannessen Colin Johannessen Greater New York City Area Details
Colin Johannessen's Citi Private Bank Experience October 2014 - Present
Job Assistant Vice President, Law Firm Group Banker at Citi Private Bank
Industry Financial Services
Experience
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

Hossain Juber Hossain Juber New York, New York Details
Hossain Juber's Citi Private Bank Experience January 2013 - June 2013
Job Vice President, Distributed Application Developer at BNY Mellon
Industry Sports
Experience
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

charles merrill charles merrill New York, New York Details
charles merrill's Citi Private Bank Experience May 2010 - Present
Job Managing Director at Citi Private Bank
Industry Banking
Experience
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

Rajani Kanth Cheela Rajani Kanth Cheela Greater New York City Area Details
Rajani Kanth Cheela's Citi Private Bank Experience January 2014 - Present
Job Senior Vice President / Applications Development Manager at Citi Private Bank
Industry Information Technology and Services
Experience
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

Jason Risica Jason Risica San Francisco Bay Area Details
Jason Risica's Citi Private Bank Experience February 2004 - Present
Job
Industry Banking
Experience
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

Boris Wolff Metternich Boris Wolff Metternich New York, New York Details
Boris Wolff Metternich's Citi Private Bank Experience April 2007 - June 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Peter Cowan Peter Cowan Greater Boston Area Details
Peter Cowan's Citi Private Bank Experience August 2007 - Present
Job Vice President, Associate Banker at Citi Private Bank
Industry Financial Services
Experience
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

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

Education
Bharathidasan University   1997 — 1999
MBA, Systems and Finance

SXD 91/DAV 93

Rocio Ortega Rocio Ortega Miami, Florida Details
Rocio Ortega's Citi Private Bank Experience September 2010 - April 2014
Job Associate Relationship Manager at WE Family Offices
Industry Banking
Experience
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

Peter Dykstra Peter Dykstra Greater New York City Area Details
Peter Dykstra's Citi Private Bank Experience 2010 - Present
Job UX architect, Citi Private Bank
Industry Information Technology and Services
Experience
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

Patricia Sanchez-Marin Patricia Sanchez-Marin New York, New York Details
Patricia Sanchez-Marin's Citi Private Bank Experience November 2009 - February 2012
Job Executive Director at J. P. Morgan
Industry Investment Banking
Experience
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

Frances M. Maldonado-Luna Frances M. Maldonado-Luna San Diego, California Details
Frances M. Maldonado-Luna's Citi Private Bank Experience July 2009 - April 2010
Job
Industry Legal Services
Experience
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

Domenick Aiello, MBA Domenick Aiello, MBA Greater New York City Area Details
Domenick Aiello, MBA's Citi Private Bank Experience October 2012 - Present
Job Assistant Vice President at Citi Private Bank
Industry Financial Services
Experience
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

Garland Huie Garland Huie Greater New York City Area Details
Garland Huie's Citi Private Bank Experience October 2010 - Present
Job Associate Private Banker at Citi Private Bank
Industry Financial Services
Experience
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

Andrei A. Belov, CFA Andrei A. Belov, CFA Greater New York City Area Details
Andrei A. Belov, CFA's Citi Private Bank Experience March 2006 - August 2015
Job Investment Advisor at Allen & Company
Industry Investment Management
Experience
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

Ron Manzi Ron Manzi Greater New York City Area Details
Ron Manzi's Citi Private Bank Experience September 2006 - September 2010
Job Vice President Fair Lending at American Express
Industry Banking
Experience
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

David Beckley David Beckley Granbury, Texas Details
David Beckley's Citi Private Bank Experience September 2005 - July 2009
Job General Contractor and Custom Home Builder
Industry Construction
Experience
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

Kelly Kavanagh Kelly Kavanagh New York, New York Details
Kelly Kavanagh's Citi Private Bank Experience 2015 - Present
Job Head of Marketing North America
Industry Financial Services
Experience
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

Hua Lin , PFP, MA Hua Lin , PFP, MA Toronto, Canada Area Details
Hua Lin , PFP, MA's Citi Private Bank Experience October 2013 - Present
Job Vice President, Private Banker at Citi Private Bank
Industry Financial Services
Experience
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

Marcel Pereira Marcel Pereira Greater New York City Area Details
Marcel Pereira's Citi Private Bank Experience April 2014 - Present
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
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)

David Bailin David Bailin Stamford, Connecticut Details
David Bailin's Citi Private Bank Experience November 2009 - Present
Job Managing Director and Global Head of Managed Investments at Citi Private Bank
Industry Financial Services
Experience
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

Gloria M. Gomez Gloria M. Gomez Greater New York City Area Details
Gloria M. Gomez's Citi Private Bank Experience October 2012 - Present
Job Business Manager at Citi Private Bank
Industry Banking
Experience
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

Jayne Silberstein Jayne Silberstein Greater New York City Area Details
Jayne Silberstein's Citi Private Bank Experience November 2009 - Present
Job SVP, Human Resources
Industry Human Resources
Experience
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

Evan Koster Evan Koster Greater New York City Area Details
Evan Koster's Citi Private Bank Experience 2001 - 2005
Job Partner at Law Firm
Industry Law Practice
Experience
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

Gerry Scales Gerry Scales Greater New York City Area Details
Gerry Scales's Citi Private Bank Experience 2002 - May 2015
Job Strategic Project Manager: Parttime Consultant at Investors Economic Assurance, LLC
Industry Banking
Experience
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

Richard Eisenberg Richard Eisenberg Greater New York City Area Details
Richard Eisenberg's Citi Private Bank Experience 2001 - 2010
Job Director Product Management Treasury Services at Capital One
Industry Banking
Experience
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

JENNY FERNANDEZ-FELIZ JENNY FERNANDEZ-FELIZ Greater New York City Area Details
JENNY FERNANDEZ-FELIZ's Citi Private Bank Experience April 2010 - September 2011
Job Human Resources Generalist at CDadapco
Industry Financial Services
Experience
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

Kabir West Kabir West Greater New York City Area Details
Kabir West's Citi Private Bank Experience associateciti private bank2004 - 2008
Job Senior Associate at Citi Private Bank
Industry Financial Services
Experience
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

Mara (Bazarian) Derderian Mara (Bazarian) Derderian Providence, Rhode Island Area Details
Mara (Bazarian) Derderian's Citi Private Bank Experience September 2006 - May 2008
Job Lecturer at Bryant University
Industry Financial Services
Experience
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

Jonathan Forsythe, CFA Jonathan Forsythe, CFA Greater New York City Area Details
Jonathan Forsythe, CFA's Citi Private Bank Experience September 2015 - Present
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
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

Terence Picardo Terence Picardo Greater New York City Area Details
Terence Picardo's Citi Private Bank Experience December 2014 - Present
Job Associate Global Client Coordinator at Citi Private Bank
Industry Financial Services
Experience
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

Tyler Kelly Tyler Kelly Greater New York City Area Details
Tyler Kelly's Citi Private Bank Experience June 2013 - Present
Job Investment Specialist at Citi Private Bank
Industry Financial Services
Experience
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.

John Edrington John Edrington Dallas/Fort Worth Area Details
John Edrington's Citi Private Bank Experience August 2010 - Present
Job Director at Citi Private Bank
Industry Financial Services
Experience
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

Michael Rovito Michael Rovito Greater New York City Area Details
Michael Rovito's Citi Private Bank Experience January 2011 - Present
Job Director at Citi Private Bank, CFP®
Industry Banking
Experience
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

Stephen Romano Stephen Romano Seattle, Washington Details
Stephen Romano's Citi Private Bank Experience September 2006 - September 2008
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
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

Lisa Roberts Lisa Roberts San Francisco Bay Area Details
Lisa Roberts's Citi Private Bank Experience May 2010 - Present
Job Managing Director, Head of Northern California at Citi Private Bank
Industry Financial Services
Experience
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

Stephen Dietz Stephen Dietz Greater New York City Area Details
Stephen Dietz's Citi Private Bank Experience 2000 - 2005
Job Deputy General Counsel at Encore Capital Group
Industry Financial Services
Experience
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

Stephanie Ascoli Stephanie Ascoli New York, New York Details
Stephanie Ascoli's Citi Private Bank Experience April 2009 - June 2012
Job Citi Private Bank
Industry Banking
Experience
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

Stella Maris Lavin Stella Maris Lavin Greater New York City Area Details
Stella Maris Lavin's Citi Private Bank Experience January 2008 - Present
Job Managing Director at Citi Private Bank
Industry Financial Services
Experience
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

Kelly Banks Kelly Banks Greater New York City Area Details
Kelly Banks's Citi Private Bank Experience 1990 - Present
Job Managing Director Americas Region Head at Citi Private Bank Technology
Industry Financial Services
Experience
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

David McLaughlin, CFA David McLaughlin, CFA San Francisco Bay Area Details
David McLaughlin, CFA's Citi Private Bank Experience February 2007 - August 2011
Job Vice President Law Firm Group Private Banker at Citi
Industry Financial Services
Experience
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

Veera Kalyan Veera Kalyan Charlotte, North Carolina Details
Veera Kalyan's Citi Private Bank Experience August 2010 - September 2014
Job Sr.Project Lead at Polaris Software Lab
Industry Information Technology and Services
Experience
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.)

Lou Ambriano Lou Ambriano Greater New York City Area Details
Lou Ambriano's Citi Private Bank Experience April 1989 - February 2013
Job Regional Real Estate Specialist at US Trust Bank of America
Industry Banking
Experience
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

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

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

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

Laura Peterson Laura Peterson Greater Denver Area Details
Laura Peterson's Citi Private Bank Experience March 2009 - July 2014
Job Managing Director, Client Experience at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
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

Erin Hayes, CFA Erin Hayes, CFA Greater New York City Area Details
Erin Hayes, CFA's Citi Private Bank Experience July 2008 - Present
Job Vice President at Citi Private Bank
Industry Banking
Experience
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

Maria Shaikh Maria Shaikh Greater New York City Area Details
Maria Shaikh's Citi Private Bank Experience August 2014 - Present
Job Client Account Officer at Citi Private Bank
Industry Financial Services
Experience
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

Denise Burke Denise Burke Greater New York City Area Details
Denise Burke's Citi Private Bank Experience 2005 - 2013
Job Assistant Vice President
Industry Banking
Experience
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

Eamon Keogh Eamon Keogh Greater New York City Area Details
Eamon Keogh's Citi Private Bank Experience June 2010 - September 2010
Job Senior Auditor I at Bank of America
Industry Banking
Experience
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

Donna Manning-Nembhard Donna Manning-Nembhard Dacula, Georgia Details
Donna Manning-Nembhard's Citi Private Bank Experience July 2007 - November 2011
Job Administrative Assistant
Industry Consumer Services
Experience
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

Gairy Hall Gairy Hall New York, New York Details
Gairy Hall's Citi Private Bank Experience June 2011 - June 2014
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
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

Lori Heinel Lori Heinel Greater New York City Area Details
Lori Heinel's Citi Private Bank Experience 2005 - 2010
Job Chief Portfolio Strategist at State Street Global Advisors
Industry Financial Services
Experience
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

Mi-Young Jin Mi-Young Jin Greater New York City Area Details
Mi-Young Jin's Citi Private Bank Experience January 2011 - August 2013
Job at
Industry Financial Services
Experience
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

Christina Middlebrook Christina Middlebrook Port Washington, New York Details
Christina Middlebrook's Citi Private Bank Experience September 2009 - Present
Job Banker Associate at Citi Private Bank
Industry Banking
Experience
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

Darren Ruben Darren Ruben Greater New York City Area Details
Darren Ruben's Citi Private Bank Experience August 2012 - Present
Job
Industry Financial Services
Experience
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

shannon sargent shannon sargent Madison, New Jersey Details
shannon sargent's Citi Private Bank Experience April 1999 - April 2013
Job Senior Associate at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   April 1999 - April 2013

Education
Brigham Young University - Idaho

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