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
Dwayne Isaac Dwayne Isaac's Citi Private Bank Experience Private BankerCiti Private Bank-Law Firm Group2005 - Present
Job Director at Citi Private Bank
Industry Banking
Experience
Citi Private Bank Private BankerCiti Private Bank-Law Firm Group2005 - Present
Citicorp Investment Services 2000 - 2003
Nova Language School March 1998 - March 2000
Skills
Private Banking, Banking, Credit, Portfolio Management, Uniform Combined State..., Commercial Banking, Fixed Income, Series 7, Equities, Credit Analysis, Capital Markets, Derivatives, Bloomberg, Wealth Management, Investments, Securities
Education
Florida International University - College of Business Administration 1993 — 1997
BBA, International Business/Management
Citi Private Bank Private BankerCiti Private Bank-Law Firm Group2005 - Present
Citicorp Investment Services 2000 - 2003
Nova Language School March 1998 - March 2000
Skills
Private Banking, Banking, Credit, Portfolio Management, Uniform Combined State..., Commercial Banking, Fixed Income, Series 7, Equities, Credit Analysis, Capital Markets, Derivatives, Bloomberg, Wealth Management, Investments, Securities
Education
Florida International University - College of Business Administration 1993 — 1997
BBA, International Business/Management
Katharine Massey Katharine Massey's Citi Private Bank Experience December 2007 - March 2010
Job Regional Risk and Control Officer at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi May 2013 - Present
JPMorgan Chase January 2013 - May 2013
Rothschild Wealth Management January 2012 - January 2013
MASECO Private Wealth March 2010 - January 2012
CITI PRIVATE BANK December 2007 - March 2010
SMITH BARNEY March 2004 - December 2007
Skills
PRINCE2 – Practitioner..., FSA – Financial..., Series 7 – General..., Series 63 – Uniform..., Series 66 – Uniform..., Series 9 and 10 –..., Series 63, FSA, Series 7, Financial Regulation, Uniform Combined State..., Wealth Management, Business Development, AML, Equities, Fixed Income, Financial Risk, Asset Management, Investments, Financial Services, KYC, Risk Management, Project Management, Due Diligence, Business Process, Wealth Management..., Business Strategy, Back Office, Operational Risk, FINRA, Middle Office, Investment Management, Series 65, Portfolio Management, Management, Banking, Alternative Investments
Education
Drew University 1999 — 2003
Bachelor of Arts (B.A.), Political Science; Economics and Business Management, Cum Laude
Citi May 2013 - Present
JPMorgan Chase January 2013 - May 2013
Rothschild Wealth Management January 2012 - January 2013
MASECO Private Wealth March 2010 - January 2012
CITI PRIVATE BANK December 2007 - March 2010
SMITH BARNEY March 2004 - December 2007
Skills
PRINCE2 – Practitioner..., FSA – Financial..., Series 7 – General..., Series 63 – Uniform..., Series 66 – Uniform..., Series 9 and 10 –..., Series 63, FSA, Series 7, Financial Regulation, Uniform Combined State..., Wealth Management, Business Development, AML, Equities, Fixed Income, Financial Risk, Asset Management, Investments, Financial Services, KYC, Risk Management, Project Management, Due Diligence, Business Process, Wealth Management..., Business Strategy, Back Office, Operational Risk, FINRA, Middle Office, Investment Management, Series 65, Portfolio Management, Management, Banking, Alternative Investments
Education
Drew University 1999 — 2003
Bachelor of Arts (B.A.), Political Science; Economics and Business Management, Cum Laude
Keith Dubauskas Keith Dubauskas's Citi Private Bank Experience 2006 - 2008
Job First Vice President Investments at Raymond James
Industry Investment Management
Experience
Raymond James 2013 - Present
BMO Private Bank 2008 - 2013
Citi Private Bank 2006 - 2008
Wachovia Wealth Management 2001 - 2006
Merrill Lynch Investment Managers 1994 - 2001
MacKay Shields 1989 - 1994
Goldman Sachs 1987 - 1989
Skills
Portfolio Management, Wealth Management, Asset Allocation, Equities, Investments, Securities, Trading, Investment Strategies, Fixed Income, Alternative Investments, Investment Management, Wealth Management..., Investment Advisory, Financial Advisory, Asset Management, High Net Worth..., Financial Markets, Technical Analysis, Mutual Funds, Bonds, Bloomberg, Equity Research, Private Banking, Personal Financial..., Series 7, Series 63, Series 65, Tactical Asset..., Risk Management, Finance, Hedge Funds, ETFs, Hedging, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance
Fairfield University 1983 — 1987
BS, Finance
Raymond James 2013 - Present
BMO Private Bank 2008 - 2013
Citi Private Bank 2006 - 2008
Wachovia Wealth Management 2001 - 2006
Merrill Lynch Investment Managers 1994 - 2001
MacKay Shields 1989 - 1994
Goldman Sachs 1987 - 1989
Skills
Portfolio Management, Wealth Management, Asset Allocation, Equities, Investments, Securities, Trading, Investment Strategies, Fixed Income, Alternative Investments, Investment Management, Wealth Management..., Investment Advisory, Financial Advisory, Asset Management, High Net Worth..., Financial Markets, Technical Analysis, Mutual Funds, Bonds, Bloomberg, Equity Research, Private Banking, Personal Financial..., Series 7, Series 63, Series 65, Tactical Asset..., Risk Management, Finance, Hedge Funds, ETFs, Hedging, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance
Fairfield University 1983 — 1987
BS, Finance
Philip Fahey Philip Fahey's Citi Private Bank Experience 2011 - 2014
Job Director Private Banker at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Asset and Wealth Management August 2014 - Present
Citi Private Bank 2011 - 2014
U.S. Trust February 2001 - January 2011
Skills
Private Banking, Financial Services, Equities, Fixed Income, Asset Management
Education
Georgetown University
Bachelor of Science (BS), Business Administartion
Chaminade High School
Deutsche Bank Asset and Wealth Management August 2014 - Present
Citi Private Bank 2011 - 2014
U.S. Trust February 2001 - January 2011
Skills
Private Banking, Financial Services, Equities, Fixed Income, Asset Management
Education
Georgetown University
Bachelor of Science (BS), Business Administartion
Chaminade High School
Ana Sofia Dominguez Ana Sofia Dominguez's Citi Private Bank Experience January 2015 - Present
Job Private Banker, Senior Vice President Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank January 2015 - Present
Citi Private Bank July 2009 - December 2014
Citi Private Bank March 2007 - June 2009
Lehman Brothers August 2005 - February 2007
MultiCredit Bank Panama January 2000 - July 2003
Banco Santander June 1998 - December 1999
Skills
Wealth Management, Wealth Preservation..., Private Banking, Portfolio Management, Asset Allocation, Investment Strategies, Bloomberg Terminal, Alternative Investments, Tactical Asset..., Fund Analysis, Options Strategies, Interest Rate Swaps, Corporate Finance, Credit, Fixed Income, Valuation, Wealth
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Finance
ULACIT Panama 1997 — 1999
BA, Finance, International Business
Citi Private Bank January 2015 - Present
Citi Private Bank July 2009 - December 2014
Citi Private Bank March 2007 - June 2009
Lehman Brothers August 2005 - February 2007
MultiCredit Bank Panama January 2000 - July 2003
Banco Santander June 1998 - December 1999
Skills
Wealth Management, Wealth Preservation..., Private Banking, Portfolio Management, Asset Allocation, Investment Strategies, Bloomberg Terminal, Alternative Investments, Tactical Asset..., Fund Analysis, Options Strategies, Interest Rate Swaps, Corporate Finance, Credit, Fixed Income, Valuation, Wealth
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Finance
ULACIT Panama 1997 — 1999
BA, Finance, International Business
Jennifer A. Mowen Miara Jennifer A. Mowen Miara's Citi Private Bank Experience February 2008 - February 2012
Job Vice President Ascent Private Capital Management
Industry Banking
Experience
Ascent Private Capital Management of U.S. Bank May 2013 - Present
Associated Bank February 2012 - May 2013
Citi Private Bank February 2008 - February 2012
Citi Private Bank April 2005 - January 2008
Citi Private Bank 2000 - 2005
IGA Inc 1997 - 2000
Skills
Credit, Commercial Lending, Banking, Portfolio Management, Credit Risk, Financial Analysis, Private Banking, Investments, Risk Management, Strategic Planning, Analysis, Real Estate, Microsoft Excel, Loans
Education
DePaul University 2004 — 2007
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 1996 — 2000
Bachelor of Business Administration (B.B.A.), Operations Management and Finance
Ascent Private Capital Management of U.S. Bank May 2013 - Present
Associated Bank February 2012 - May 2013
Citi Private Bank February 2008 - February 2012
Citi Private Bank April 2005 - January 2008
Citi Private Bank 2000 - 2005
IGA Inc 1997 - 2000
Skills
Credit, Commercial Lending, Banking, Portfolio Management, Credit Risk, Financial Analysis, Private Banking, Investments, Risk Management, Strategic Planning, Analysis, Real Estate, Microsoft Excel, Loans
Education
DePaul University 2004 — 2007
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 1996 — 2000
Bachelor of Business Administration (B.B.A.), Operations Management and Finance
David Lowenstein's Citi Private Bank Experience June 2014 - Present
Job Financial Analyst at Citi Private Bank
Industry Banking
Experience
Citi Private Bank June 2014 - Present
El Rodeo, USC Student Publications September 2013 - Present
Camp O-AT-KA June 2008 - August 2013
AtlanticCommunity.org January 2013 - April 2013
CDU-Bundesgeschäftsstelle October 2012 - December 2012
Daily Trojan, USC Student Publications July 2011 - May 2012
Skills
German, Technical Writing, Data Analysis, HTML, InDesign, Microsoft Office, International Relations
Education
University of Southern California 2010 — 2014
International Relations (Global Business)
Humboldt-Universität zu Berlin 2012 — 2013
International Relations (Global Business), International Business, Study Abroad Program
Kaiser-Karls-Gymnasium 2009 — 2010
Exchange Program (Gap Year)
Phillips Academy Andover 2005 — 2009
High School Diploma
Citi Private Bank June 2014 - Present
El Rodeo, USC Student Publications September 2013 - Present
Camp O-AT-KA June 2008 - August 2013
AtlanticCommunity.org January 2013 - April 2013
CDU-Bundesgeschäftsstelle October 2012 - December 2012
Daily Trojan, USC Student Publications July 2011 - May 2012
Skills
German, Technical Writing, Data Analysis, HTML, InDesign, Microsoft Office, International Relations
Education
University of Southern California 2010 — 2014
International Relations (Global Business)
Humboldt-Universität zu Berlin 2012 — 2013
International Relations (Global Business), International Business, Study Abroad Program
Kaiser-Karls-Gymnasium 2009 — 2010
Exchange Program (Gap Year)
Phillips Academy Andover 2005 — 2009
High School Diploma
Andrea Barrezueta Andrea Barrezueta's Citi Private Bank Experience 2000 - 2004
Job Investor, Executive Director, Global Investment Opportunities at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan August 2012 - Present
HSBC Corporate, Investment Banking & Markets May 2006 - August 2012
Wells Fargo Capital Markets June 2004 - May 2006
Wells Fargo 2004 - 2006
Citigroup Private Bank September 2002 - May 2004
Citi Private Bank 2000 - 2004
Citigroup Private Bank April 2000 - September 2002
Skills
Equities, Commodity, Foreign Exchange, Structured Products, Wealth Management, Derivatives, Financial Structuring, Currency, Hedging, Rates, Fixed Income, Alternative Investments, FX Options, Financial Risk, Investments, Portfolio Management, Private Equity, Structured Finance, Trading, Valuation
Education
Thunderbird, the Gavin School of International Management 1999 — 2000
MBA
Thunderbird School of Global Management 1998 — 1999
Masters in International Management
Florida International University 1993 — 1995
BBA
J.P. Morgan August 2012 - Present
HSBC Corporate, Investment Banking & Markets May 2006 - August 2012
Wells Fargo Capital Markets June 2004 - May 2006
Wells Fargo 2004 - 2006
Citigroup Private Bank September 2002 - May 2004
Citi Private Bank 2000 - 2004
Citigroup Private Bank April 2000 - September 2002
Skills
Equities, Commodity, Foreign Exchange, Structured Products, Wealth Management, Derivatives, Financial Structuring, Currency, Hedging, Rates, Fixed Income, Alternative Investments, FX Options, Financial Risk, Investments, Portfolio Management, Private Equity, Structured Finance, Trading, Valuation
Education
Thunderbird, the Gavin School of International Management 1999 — 2000
MBA
Thunderbird School of Global Management 1998 — 1999
Masters in International Management
Florida International University 1993 — 1995
BBA
J David Massey's Citi Private Bank Experience 2010 - April 2013
Job Attorney
Industry Law Practice
Experience
Wells Fargo Private Bank 2012 - 2014
Citi Private Bank 2010 - April 2013
Skills
Investments, Asset Management, Wealth Management, Strategic Planning, Financial Planning, Asset Allocation, Portfolio Management, Retirement Planning, Financial Services, Capital Markets, Risk Management, Leadership, Mutual Funds, Mergers & Acquisitions, Banking, Equities, Series 7, Alternative Investments, Investment Advisory, Strategic Financial..., Management
Education
Indiana U, Indiana Law, U of Miami Law
M.S., J.D., LL.M, Finance, Law, Estate Planning & Tax
Indiana University Bloomington
Wells Fargo Private Bank 2012 - 2014
Citi Private Bank 2010 - April 2013
Skills
Investments, Asset Management, Wealth Management, Strategic Planning, Financial Planning, Asset Allocation, Portfolio Management, Retirement Planning, Financial Services, Capital Markets, Risk Management, Leadership, Mutual Funds, Mergers & Acquisitions, Banking, Equities, Series 7, Alternative Investments, Investment Advisory, Strategic Financial..., Management
Education
Indiana U, Indiana Law, U of Miami Law
M.S., J.D., LL.M, Finance, Law, Estate Planning & Tax
Indiana University Bloomington
Reetika Agarwal's Citi Private Bank Experience August 2011 - May 2013
Job Financial Services Professional
Industry Financial Services
Experience
Citi Private Bank August 2011 - May 2013
Citi Consumer Bank September 2008 - August 2011
Citi Consumer Bank December 2005 - February 2007
Mudra Communications (Associated with DDB Worldwide) May 2004 - September 2005
Education
Harvard University 2007 — 2008
Certificate in Management
T A Pai Management Institute 2002 — 2004
MBA, Marketing and Entrepreneurship
Citi Private Bank August 2011 - May 2013
Citi Consumer Bank September 2008 - August 2011
Citi Consumer Bank December 2005 - February 2007
Mudra Communications (Associated with DDB Worldwide) May 2004 - September 2005
Education
Harvard University 2007 — 2008
Certificate in Management
T A Pai Management Institute 2002 — 2004
MBA, Marketing and Entrepreneurship
Allen Sukholitsky, CFA Allen Sukholitsky, CFA's Citi Private Bank Experience July 2007 - September 2010
Job Vice President, Senior Market Strategist at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management September 2010 - Present
Citi Private Bank July 2007 - September 2010
Euro Pacific Capital June 2006 - August 2006
Dr. Mark Skousen - Economist January 2005 - January 2006
Education
Columbia University in the City of New York 2003 — 2007
BA, Economics and Political Science
Foundation for Economic Education 2005 — 2005
Advanced Austrian Economics
Goldman Sachs Asset Management September 2010 - Present
Citi Private Bank July 2007 - September 2010
Euro Pacific Capital June 2006 - August 2006
Dr. Mark Skousen - Economist January 2005 - January 2006
Education
Columbia University in the City of New York 2003 — 2007
BA, Economics and Political Science
Foundation for Economic Education 2005 — 2005
Advanced Austrian Economics
Catherine Arrieta Catherine Arrieta's Citi Private Bank Experience September 2015 - Present
Job Relationship Manager Associate at Citigold Private Client
Industry Financial Services
Experience
Citi Private Bank September 2015 - Present
Citigold Private Client August 2014 - September 2015
Citigold International January 2014 - July 2014
Merrill Lynch Wealth Management May 2012 - December 2013
Citibank N.A. May 2011 - May 2012
Citibank N.A. December 2006 - May 2011
CitiMortgage Inc. December 2005 - December 2006
Skills
Financial Services, Portfolio Management, Sales, Customer Service, Investments, Banking, Leadership, Series 7, Series 66, Finance, Loans, Management, Relationship Management, Wealth Management, Mortgage Lending, Credit, Consumer Lending, Retail Banking, Loan Origination
Education
Fairfield University 2001 — 2005
BS, Business Management
Marymount School of New York 1995 — 2001
Citi Private Bank September 2015 - Present
Citigold Private Client August 2014 - September 2015
Citigold International January 2014 - July 2014
Merrill Lynch Wealth Management May 2012 - December 2013
Citibank N.A. May 2011 - May 2012
Citibank N.A. December 2006 - May 2011
CitiMortgage Inc. December 2005 - December 2006
Skills
Financial Services, Portfolio Management, Sales, Customer Service, Investments, Banking, Leadership, Series 7, Series 66, Finance, Loans, Management, Relationship Management, Wealth Management, Mortgage Lending, Credit, Consumer Lending, Retail Banking, Loan Origination
Education
Fairfield University 2001 — 2005
BS, Business Management
Marymount School of New York 1995 — 2001
Shiji Chacko Shiji Chacko's Citi Private Bank Experience
Job Service Officer at Citi Private Bank
Industry Banking
Experience
Citi Private Bank
Skills
Private Banking, Financial Services, Banking, Customer Service, Sales, Credit, Relationship Management, Equities, Fixed Income
Education
Fashion Institute of Technology
Bachelor's degree, Fashion Merchandising
Citi Private Bank
Skills
Private Banking, Financial Services, Banking, Customer Service, Sales, Credit, Relationship Management, Equities, Fixed Income
Education
Fashion Institute of Technology
Bachelor's degree, Fashion Merchandising
Olive Goh, CFA 吴肇纽 Olive Goh, CFA 吴肇纽's Citi Private Bank Experience May 2014 - Present
Job Citi Private Bank Ultra High Net Worth Private Banker & North America Asian Clients Group
Industry Financial Services
Experience
Citi Private Bank May 2014 - Present
HSBC Private Bank October 2006 - April 2014
Civil Aviation Authority of Singapore June 2003 - September 2006
Skills
Portfolio Management, Private Banking, Investments, Risk Management, Wealth Management, Banking, Insurance, Financial Services, Fixed Income, Relationship Management, Alternative Investments, Equities, Asset Management, Capital Markets, Series 7, Finance, Investment Banking
Education
Georgetown University 1999 — 2003
Bachelor’s Degree, International Relations
Victoria Junior College 1997 — 1998
High School
Raffles Girls' School 1993 — 1996
High School
Citi Private Bank May 2014 - Present
HSBC Private Bank October 2006 - April 2014
Civil Aviation Authority of Singapore June 2003 - September 2006
Skills
Portfolio Management, Private Banking, Investments, Risk Management, Wealth Management, Banking, Insurance, Financial Services, Fixed Income, Relationship Management, Alternative Investments, Equities, Asset Management, Capital Markets, Series 7, Finance, Investment Banking
Education
Georgetown University 1999 — 2003
Bachelor’s Degree, International Relations
Victoria Junior College 1997 — 1998
High School
Raffles Girls' School 1993 — 1996
High School
Robert Deutsch's Citi Private Bank Experience October 2001 - Present
Job Senior Vice President Citi Private Bank Law Firm Group
Industry Banking
Experience
Citi Private Bank October 2001 - Present
Skills
Finance, Banking, Financial Services, Management, Portfolio Management, Credit, Private Banking
Education
State University of New York at Oswego
Bachelor of Arts (BA), History
Hofstra University
Business Administration
State University of New York College at Oswego
Bachelor of Arts (BA), History
Citi Private Bank October 2001 - Present
Skills
Finance, Banking, Financial Services, Management, Portfolio Management, Credit, Private Banking
Education
State University of New York at Oswego
Bachelor of Arts (BA), History
Hofstra University
Business Administration
State University of New York College at Oswego
Bachelor of Arts (BA), History
Becky Creavin Becky Creavin's Citi Private Bank Experience May 1994 - June 2009
Job Wealthologist Private Banker and SVP at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Deutsche Bank July 2009 - November 2012
Citi Private Bank May 1994 - June 2009
Skills
Investment Banking, Hedge Funds, Investments, Finance, Portfolio Management, Equities, Asset Management, Management, Capital Markets, Private Equity, Fixed Income, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Duke University 1982 — 1986
BS, Economics and Computer Science
The Mary Louis Academy 1978 — 1982
High School
Wells Fargo November 2012 - Present
Deutsche Bank July 2009 - November 2012
Citi Private Bank May 1994 - June 2009
Skills
Investment Banking, Hedge Funds, Investments, Finance, Portfolio Management, Equities, Asset Management, Management, Capital Markets, Private Equity, Fixed Income, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Duke University 1982 — 1986
BS, Economics and Computer Science
The Mary Louis Academy 1978 — 1982
High School
Dan Bussiculo Dan Bussiculo's Citi Private Bank Experience March 2007 - Present
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank March 2007 - Present
Skills
Portfolio Management, Investments, Equities, Fixed Income, Capital Markets, Asset Management, Wealth Management, Financial Services, Securities, Series 7, Alternative Investments, Hedge Funds, Banking, Mutual Funds, Private Banking, Bloomberg, Asset Allocation, Risk Management
Education
Fairleigh Dickinson University
Citi Private Bank March 2007 - Present
Skills
Portfolio Management, Investments, Equities, Fixed Income, Capital Markets, Asset Management, Wealth Management, Financial Services, Securities, Series 7, Alternative Investments, Hedge Funds, Banking, Mutual Funds, Private Banking, Bloomberg, Asset Allocation, Risk Management
Education
Fairleigh Dickinson University
Jessica Yoo Jessica Yoo's Citi Private Bank Experience June 2015 - Present
Job Private Banker at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank June 2015 - Present
J.P. Morgan August 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Deutsche Asset Management August 2008 - June 2011
Skills
Series 7 & 63
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance & Management
Georgetown University - The McDonough School of Business 2004 — 2008
BSBA, Finance & International Business, English
The Episcopal Academy 2000 — 2004
Citi Private Bank June 2015 - Present
J.P. Morgan August 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Deutsche Asset Management August 2008 - June 2011
Skills
Series 7 & 63
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance & Management
Georgetown University - The McDonough School of Business 2004 — 2008
BSBA, Finance & International Business, English
The Episcopal Academy 2000 — 2004
Doug Gourley Doug Gourley's Citi Private Bank Experience December 1992 - Present
Job Managing Director, Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank December 1992 - Present
Skills
Series 7, Private Equity, Wealth Management, Investments, Alternative Investments, Asset Managment, Series 63, Banking, Credit, Asset Allocation, Loans, Mortgage Lending, Asset Management, Bonds, Commercial Lending, Derivatives, Entrepreneurship, Equities, Finance, Financial Analysis, Fixed Income, Insurance, Investment Advisory, Investment Banking, Portfolio Management, Securities, Strategic Planning, Strategy
Education
DePauw University 1988 — 1992
B.A., Political Science
Citi Private Bank December 1992 - Present
Skills
Series 7, Private Equity, Wealth Management, Investments, Alternative Investments, Asset Managment, Series 63, Banking, Credit, Asset Allocation, Loans, Mortgage Lending, Asset Management, Bonds, Commercial Lending, Derivatives, Entrepreneurship, Equities, Finance, Financial Analysis, Fixed Income, Insurance, Investment Advisory, Investment Banking, Portfolio Management, Securities, Strategic Planning, Strategy
Education
DePauw University 1988 — 1992
B.A., Political Science
Berkeley Harrison, CFA Berkeley Harrison, CFA's Citi Private Bank Experience August 2014 - Present
Job Director, Investment Counselor at Citibank Private Bank, Law Firm Group
Industry Investment Management
Experience
Citi Private Bank August 2014 - Present
Comerica Bank February 2010 - August 2014
Wachovia (now Wells Fargo) February 2008 - August 2009
CFA Society of Los Angeles September 2007 - August 2008
Oakmont Corporation January 2005 - November 2007
ING Bank January 2003 - December 2005
California Commerce Bank May 1999 - January 2003
Skills
Wealth Management, Portfolio Management, Fixed Income, Investments, Equities, Hedge Funds, Investment Management, Alternative Investments, Leadership, Derivatives, Financial Markets, High Net Worth..., Investment Advisory, Loans, Asset Allocation, Asset Management, Finance, Capital Markets, Management, Financial Analysis, Financial Modeling
Education
USC/CFALA CFA Review Program 2010 — 2012
N/A, Alternative Investments
University of Southern California - Marshall School of Business 1992 — 1995
MBA, Finance
Duke University 1986 — 1990
A.B., Economics
Citi Private Bank August 2014 - Present
Comerica Bank February 2010 - August 2014
Wachovia (now Wells Fargo) February 2008 - August 2009
CFA Society of Los Angeles September 2007 - August 2008
Oakmont Corporation January 2005 - November 2007
ING Bank January 2003 - December 2005
California Commerce Bank May 1999 - January 2003
Skills
Wealth Management, Portfolio Management, Fixed Income, Investments, Equities, Hedge Funds, Investment Management, Alternative Investments, Leadership, Derivatives, Financial Markets, High Net Worth..., Investment Advisory, Loans, Asset Allocation, Asset Management, Finance, Capital Markets, Management, Financial Analysis, Financial Modeling
Education
USC/CFALA CFA Review Program 2010 — 2012
N/A, Alternative Investments
University of Southern California - Marshall School of Business 1992 — 1995
MBA, Finance
Duke University 1986 — 1990
A.B., Economics
Valerie Gist-Cooper's Citi Private Bank Experience July 2005 - August 2013
Job HR Program Manager/Learning and Development
Industry Financial Services
Experience
Citi Private Bank July 2005 - August 2013
CITIGROUP is a leading global bank, 200 million customers and businesses in more than 160 countries. July 2005 - August 2013
Citi Private Bank January 2011 - August 2012
Citi Private Bank September 2009 - December 2010
Citi Private Bank January 2009 - August 2009
Citi Private Bank July 2005 - December 2008
IBM February 2003 - July 2005
Skills
Program/Project..., Budget Management, Negotiations and..., Vendor Relations..., Strategic Thinker, Event Planning and..., Program Management, Budgets, Recruitment, Recruitment Tools, Strategic Thinking, Project Management, Vendor Relationships, Recruiting, Management, SDLC, Performance Management, Employee Training, Leadership, Business Development, Human Resources, Interviews, Strategic Planning, Project Planning, Policy, Vendor Management, Training, Onboarding, Team Building, Staff Development, Strategy, Financial Services
Education
Iona College 1994 — 2002
Bachelor of Science (B.S.) with honors, Mass Communication/Media Studies
Citi Private Bank July 2005 - August 2013
CITIGROUP is a leading global bank, 200 million customers and businesses in more than 160 countries. July 2005 - August 2013
Citi Private Bank January 2011 - August 2012
Citi Private Bank September 2009 - December 2010
Citi Private Bank January 2009 - August 2009
Citi Private Bank July 2005 - December 2008
IBM February 2003 - July 2005
Skills
Program/Project..., Budget Management, Negotiations and..., Vendor Relations..., Strategic Thinker, Event Planning and..., Program Management, Budgets, Recruitment, Recruitment Tools, Strategic Thinking, Project Management, Vendor Relationships, Recruiting, Management, SDLC, Performance Management, Employee Training, Leadership, Business Development, Human Resources, Interviews, Strategic Planning, Project Planning, Policy, Vendor Management, Training, Onboarding, Team Building, Staff Development, Strategy, Financial Services
Education
Iona College 1994 — 2002
Bachelor of Science (B.S.) with honors, Mass Communication/Media Studies
Michael J. Williams, CFA, CFP Michael J. Williams, CFA, CFP's Citi Private Bank Experience April 2002 - September 2015
Job Partner at Hochman Cole Investment Advisors, Inc.
Industry Investment Management
Experience
Hochman Cole Investment Advisors, Inc. September 2015 - Present
Citi Private Bank April 2002 - September 2015
Skills
Wealth Management, Series 7, Portfolio Management, Capital Markets, Asset Management, Equities, Fixed Income, Hedge Funds, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2009
Master of Business Administration (M.B.A.), Finance
Miami University 1992 — 1997
Bachelor’s Degree, Marketing
Hochman Cole Investment Advisors, Inc. September 2015 - Present
Citi Private Bank April 2002 - September 2015
Skills
Wealth Management, Series 7, Portfolio Management, Capital Markets, Asset Management, Equities, Fixed Income, Hedge Funds, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2009
Master of Business Administration (M.B.A.), Finance
Miami University 1992 — 1997
Bachelor’s Degree, Marketing
Winchester, Don Winchester, Don's Citi Private Bank Experience June 2010 - October 2013
Job Director Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2013 - Present
Citi Private Bank June 2010 - October 2013
Wachovia February 2004 - June 2010
PNC 1999 - 2000
Wells Fargo 1995 - 1999
Skills
Series 7, Commercial Lending, Wealth Management, Loans, Credit, Banking, Securities, Mortgage Lending, Commercial Banking, Investments, Retirement Planning, Wealth Management..., Financial Services, Mutual Funds
Education
George Mason University 1991 — 1996
Bachelor of Arts (B.A.), International/Global Studies
Menchville HS 1984 — 1988
PNC Wealth Management October 2013 - Present
Citi Private Bank June 2010 - October 2013
Wachovia February 2004 - June 2010
PNC 1999 - 2000
Wells Fargo 1995 - 1999
Skills
Series 7, Commercial Lending, Wealth Management, Loans, Credit, Banking, Securities, Mortgage Lending, Commercial Banking, Investments, Retirement Planning, Wealth Management..., Financial Services, Mutual Funds
Education
George Mason University 1991 — 1996
Bachelor of Arts (B.A.), International/Global Studies
Menchville HS 1984 — 1988
Todd Owen's Citi Private Bank Experience August 2003 - June 2010
Job Chief Executive Officer at Windsor Strategy Solutions
Industry Insurance
Experience
Windsor Strategy Partners, LLC April 2014 - Present
Citi Investment Management July 2010 - February 2014
Citi Private Bank August 2003 - June 2010
Citi Private Bank December 1999 - July 2003
CIBC Wood Gundy September 1994 - June 1997
Skills
Capital Markets, Equities, Derivatives, Alternative Investments, Fixed Income, Asset Managment, Financial Modeling, Bloomberg, Hedging, Portfolio Management, Investments, Structured Finance, Market Risk, ABS, Trading, Financial Markets, FX Options, Risk Management, FX trading, Structured Products, Credit, Finance, Asset Management, Foreign Exchange, Options
Education
The University of Western Ontario - Richard Ivey School of Business 1997 — 1999
Master of Business Administration, Finance
University of Manitoba 1986 — 1989
B.Sc, Math & Physics
Windsor Strategy Partners, LLC April 2014 - Present
Citi Investment Management July 2010 - February 2014
Citi Private Bank August 2003 - June 2010
Citi Private Bank December 1999 - July 2003
CIBC Wood Gundy September 1994 - June 1997
Skills
Capital Markets, Equities, Derivatives, Alternative Investments, Fixed Income, Asset Managment, Financial Modeling, Bloomberg, Hedging, Portfolio Management, Investments, Structured Finance, Market Risk, ABS, Trading, Financial Markets, FX Options, Risk Management, FX trading, Structured Products, Credit, Finance, Asset Management, Foreign Exchange, Options
Education
The University of Western Ontario - Richard Ivey School of Business 1997 — 1999
Master of Business Administration, Finance
University of Manitoba 1986 — 1989
B.Sc, Math & Physics
Erik Donohue Erik Donohue's Citi Private Bank Experience June 2011 - Present
Job Associate Banker at Citi
Industry Financial Services
Experience
Citi Private Bank June 2011 - Present
Citi Trust June 2007 - June 2011
Skills
Capital Markets, Equities, Wealth Management, Asset Management, Banking, Investments, Fixed Income, Private Equity, Hedge Funds, Private Banking, Credit, Derivatives, Series 7, Series 66, Real Estate Private..., Financial Analysis, Alternative Investments, Loans
Education
Kean University 2003 — 2007
Bachelor of Business Administration (BBA), International Business
Citi Private Bank June 2011 - Present
Citi Trust June 2007 - June 2011
Skills
Capital Markets, Equities, Wealth Management, Asset Management, Banking, Investments, Fixed Income, Private Equity, Hedge Funds, Private Banking, Credit, Derivatives, Series 7, Series 66, Real Estate Private..., Financial Analysis, Alternative Investments, Loans
Education
Kean University 2003 — 2007
Bachelor of Business Administration (BBA), International Business
David R. Cardenas David R. Cardenas's Citi Private Bank Experience February 2015 - Present
Job Vice President at Citi Private Bank
Industry Banking
Experience
Citi Private Bank February 2015 - Present
The Cardenas Group, Inc. 2009 - December 2014
HSBC Private Bank July 2007 - July 2009
Skills
Private Banking, Political Science, Public Administration, Latin America, International Relations
Education
University of Miami 2008 — 2009
Master of Arts (M.A.), International Administration, 3.94 GPA
Duke University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Citi Private Bank February 2015 - Present
The Cardenas Group, Inc. 2009 - December 2014
HSBC Private Bank July 2007 - July 2009
Skills
Private Banking, Political Science, Public Administration, Latin America, International Relations
Education
University of Miami 2008 — 2009
Master of Arts (M.A.), International Administration, 3.94 GPA
Duke University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Elizabeth Emswiler Elizabeth Emswiler's Citi Private Bank Experience November 2013 - Present
Job Director at Citi Private Bank ; Capital Markets Specialist
Industry Financial Services
Experience
Citi - Private Bank November 2013 - Present
Citi February 1998 - Present
Salomon Smith Barney August 1997 - February 1998
Smith Barney Inc. September 1991 - August 1997
Skills
Key Account Relations, Leveraging Strategic..., Structured Products, Leveraged Finance, Leadership, Equity Trading, Capital Markets, Equities, Financial Markets, Fixed Income, Mergers, Trading, Hedge Funds, Derivatives, Risk Management, Bloomberg, Investments, Securities
Education
Denison University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Oxford University
Semester Abroad- Michaelmas Term, Political Economy
Citi - Private Bank November 2013 - Present
Citi February 1998 - Present
Salomon Smith Barney August 1997 - February 1998
Smith Barney Inc. September 1991 - August 1997
Skills
Key Account Relations, Leveraging Strategic..., Structured Products, Leveraged Finance, Leadership, Equity Trading, Capital Markets, Equities, Financial Markets, Fixed Income, Mergers, Trading, Hedge Funds, Derivatives, Risk Management, Bloomberg, Investments, Securities
Education
Denison University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Oxford University
Semester Abroad- Michaelmas Term, Political Economy
Dale Powell, MBA, CFA, FCSI's Citi Private Bank Experience September 2012 - Present
Job Director and Investment Counselor at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank September 2012 - Present
Toronto CFA Society September 2010 - August 2013
Morningstar Associates Inc. January 2007 - September 2012
AEGON Fund Management Inc. 2005 - 2007
ONE Financial March 2004 - January 2005
Saxon Mutual Funds May 2001 - March 2004
ING Investment Management August 1996 - May 2001
RBC Action Direct 1993 - 1996
RBC Dominion Securities 1986 - 1991
Skills
Asset Allocation, Asset Management, Pensions, investment research, Portfolio Management, Strategic Planning, Team Building, Leadership, Investments, Mutual Funds, Investment Strategies, Wealth Management, Alternative Investments, Investment Advisory, Equities, Investment Management, High Net Worth..., Private Equity, Hedge Funds, Morningstar Direct, Photography, Fixed Income, Derivatives, Options, Financial Services, Asset Managment, Relationship Management, Bloomberg, Governance, Board of Directors, Structured Products, Securities, Capital Markets, Retirement, Equity Research, Bonds, Financial Markets, Wealth Management..., ETFs, Equity Trading, Equity Valuation, Equity Derivatives, Institutional..., Currency, Trading, Valuation, Finance, Financial Analysis, Risk Management
Education
Heriot-Watt University 2000 — 2002
MBA
Simon Fraser University 1980 — 1985
Economcs
Citi Private Bank September 2012 - Present
Toronto CFA Society September 2010 - August 2013
Morningstar Associates Inc. January 2007 - September 2012
AEGON Fund Management Inc. 2005 - 2007
ONE Financial March 2004 - January 2005
Saxon Mutual Funds May 2001 - March 2004
ING Investment Management August 1996 - May 2001
RBC Action Direct 1993 - 1996
RBC Dominion Securities 1986 - 1991
Skills
Asset Allocation, Asset Management, Pensions, investment research, Portfolio Management, Strategic Planning, Team Building, Leadership, Investments, Mutual Funds, Investment Strategies, Wealth Management, Alternative Investments, Investment Advisory, Equities, Investment Management, High Net Worth..., Private Equity, Hedge Funds, Morningstar Direct, Photography, Fixed Income, Derivatives, Options, Financial Services, Asset Managment, Relationship Management, Bloomberg, Governance, Board of Directors, Structured Products, Securities, Capital Markets, Retirement, Equity Research, Bonds, Financial Markets, Wealth Management..., ETFs, Equity Trading, Equity Valuation, Equity Derivatives, Institutional..., Currency, Trading, Valuation, Finance, Financial Analysis, Risk Management
Education
Heriot-Watt University 2000 — 2002
MBA
Simon Fraser University 1980 — 1985
Economcs
David Thompson, CAIA David Thompson, CAIA's Citi Private Bank Experience January 2004 - May 2011
Job Consultant at Accenture
Industry Management Consulting
Experience
Accenture October 2013 - Present
PwC June 2012 - August 2012
Citi Private Bank January 2004 - May 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, Capital Markets, Management Consulting, Business Strategy, Investments, Strategy, Equities, Emerging Markets, Finance, Investment Banking
Education
Cornell University - Johnson Graduate School of Management 2011 — 2013
Master of Business Administration, Finance, Strategic Operations
Mountbatten Internship Program 2004 — 2005
University of East Anglia 2000 — 2003
Business Economics, International Economics, Economics of the European Union, Corporate Strategy and Risk
Accenture October 2013 - Present
PwC June 2012 - August 2012
Citi Private Bank January 2004 - May 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, Capital Markets, Management Consulting, Business Strategy, Investments, Strategy, Equities, Emerging Markets, Finance, Investment Banking
Education
Cornell University - Johnson Graduate School of Management 2011 — 2013
Master of Business Administration, Finance, Strategic Operations
Mountbatten Internship Program 2004 — 2005
University of East Anglia 2000 — 2003
Business Economics, International Economics, Economics of the European Union, Corporate Strategy and Risk
John Liang, CFA John Liang, CFA's Citi Private Bank Experience July 2010 - June 2014
Job
Industry Investment Management
Experience
Lyxor Asset Management June 2014 - Present
Citi Private Bank July 2010 - June 2014
General Motors Asset Management August 2009 - July 2010
Emcor Securities Inc June 2005 - June 2009
Prudential Financial 2000 - 2004
Skills
Hedge Funds, Alternative Investments, Derivatives, Equities, Fixed Income, Fund Of Funds, Portfolio Management, Bloomberg, Operational Due..., Asset Management
Education
Columbia University in the City of New York 1995 — 1999
Bachelor of Arts (B.A.)
Lyxor Asset Management June 2014 - Present
Citi Private Bank July 2010 - June 2014
General Motors Asset Management August 2009 - July 2010
Emcor Securities Inc June 2005 - June 2009
Prudential Financial 2000 - 2004
Skills
Hedge Funds, Alternative Investments, Derivatives, Equities, Fixed Income, Fund Of Funds, Portfolio Management, Bloomberg, Operational Due..., Asset Management
Education
Columbia University in the City of New York 1995 — 1999
Bachelor of Arts (B.A.)
Alisa Pojani Loutsik Alisa Pojani Loutsik's Citi Private Bank Experience June 2013 - Present
Job VP at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank June 2013 - Present
Citi March 2013 - June 2013
Citi July 2008 - March 2013
Chevy Chase Bank 2007 - 2008
Skills
Relationship Management, Cash Management, Banking, Commercial Lending, Commercial Banking, Credit, Sales, Sales Operations, Internet Banking, Small Business Lending, Loans, Credit Analysis
Education
James Madison University 2002 — 2006
BA, Economics, International Affairs
Citi Private Bank June 2013 - Present
Citi March 2013 - June 2013
Citi July 2008 - March 2013
Chevy Chase Bank 2007 - 2008
Skills
Relationship Management, Cash Management, Banking, Commercial Lending, Commercial Banking, Credit, Sales, Sales Operations, Internet Banking, Small Business Lending, Loans, Credit Analysis
Education
James Madison University 2002 — 2006
BA, Economics, International Affairs
Sungmin Hong, CFA, CAIA Sungmin Hong, CFA, CAIA's Citi Private Bank Experience September 2005 - June 2009
Job Prop. Trader at KDB Daewoo Sercurities
Industry Investment Banking
Experience
KDB Daewoo Sercurities August 2011 - Present
Citi Private Bank September 2005 - June 2009
Republic of Korea Air Force March 2002 - June 2005
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance, Statistics
University of Pennsylvania - The Wharton School (CA) 2009 — 2011
Korea University 1998 — 2002
BA, Business Administration
KDB Daewoo Sercurities August 2011 - Present
Citi Private Bank September 2005 - June 2009
Republic of Korea Air Force March 2002 - June 2005
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance, Statistics
University of Pennsylvania - The Wharton School (CA) 2009 — 2011
Korea University 1998 — 2002
BA, Business Administration
Jennifer Gabriele Miller Jennifer Gabriele Miller's Citi Private Bank Experience July 2010 - Present
Job CFP, Global Head of Learning and Development, Citi Markets
Industry Financial Services
Experience
Citibank August 2015 - Present
Citi Private Bank July 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
Smith Barney 2004 - 2005
Smith Barney 2001 - 2004
Smith Barney 1998 - 2001
Smith Barney 1996 - 1998
Skills
Learning and Development, Curriculum Design, Competency Based..., Competency Analysis, Talent Management, Vendor Management, Global Strategy, Change Management, Staff Development, Project Management, Financial Planning, Coaching, Workshop Facilitation, Social Influence, Mentoring, Training, Series 63, Development Coaching, Series 7, Financial Services, Training Leadership, Wealth Management, Business Development, Portfolio Management, Investments, Mutual Funds, Leadership, Securities, Relationship Management, Financial Advisory, Finance, Asset Management, Alternative Investments, Strategic Planning, Fixed Income, FINRA, Equities, Investment Advisory, Wealth
Education
The George Washington University - School of Business 1994 — 1998
BA, International Business
Kaplan University
Certificate in Financial Planning - 2008
Citibank August 2015 - Present
Citi Private Bank July 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
Smith Barney 2004 - 2005
Smith Barney 2001 - 2004
Smith Barney 1998 - 2001
Smith Barney 1996 - 1998
Skills
Learning and Development, Curriculum Design, Competency Based..., Competency Analysis, Talent Management, Vendor Management, Global Strategy, Change Management, Staff Development, Project Management, Financial Planning, Coaching, Workshop Facilitation, Social Influence, Mentoring, Training, Series 63, Development Coaching, Series 7, Financial Services, Training Leadership, Wealth Management, Business Development, Portfolio Management, Investments, Mutual Funds, Leadership, Securities, Relationship Management, Financial Advisory, Finance, Asset Management, Alternative Investments, Strategic Planning, Fixed Income, FINRA, Equities, Investment Advisory, Wealth
Education
The George Washington University - School of Business 1994 — 1998
BA, International Business
Kaplan University
Certificate in Financial Planning - 2008
Heather Mount's Citi Private Bank Experience November 2010 - November 2011
Job Compliance Officer at Samlyn Capital, LLC
Industry Financial Services
Experience
Samlyn Capital, LLC June 2014 - Present
Kinetic Partners US LLP April 2012 - June 2014
Citi Private Bank November 2010 - November 2011
Wells Fargo Bank / Wachovia - Legal Specialty Group March 2007 - November 2010
CIT Debt Capital Markets March 2006 - February 2007
Wachovia Wealth Management April 2004 - March 2006
Skills
Private Banking, Wealth Management, Asset Management, Credit, Capital Markets, Hedge Funds, Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Derivatives, FX, Cash Management, Investment Advisory, Bloomberg, AML, Equities, Asset Managment
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Finance and Marketing
Oberlin College 1989 — 1993
BA, Russian Studies
Samlyn Capital, LLC June 2014 - Present
Kinetic Partners US LLP April 2012 - June 2014
Citi Private Bank November 2010 - November 2011
Wells Fargo Bank / Wachovia - Legal Specialty Group March 2007 - November 2010
CIT Debt Capital Markets March 2006 - February 2007
Wachovia Wealth Management April 2004 - March 2006
Skills
Private Banking, Wealth Management, Asset Management, Credit, Capital Markets, Hedge Funds, Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Derivatives, FX, Cash Management, Investment Advisory, Bloomberg, AML, Equities, Asset Managment
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Finance and Marketing
Oberlin College 1989 — 1993
BA, Russian Studies
Ricardo Matsumoto Ricardo Matsumoto's Citi Private Bank Experience May 2006 - Present
Job Investment Analyst at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank May 2006 - Present
Colegio Etapa March 2004 - April 2006
Banco Santander July 2003 - December 2003
Skills
Access, Statistics, Analysis, Finance, Investments, Fixed Income, Microsoft Excel, Capital Markets, Portfolio Management
Education
Universidade de São Paulo 2004 — 2008
Licenciate, Math
Universidade Federal de São Carlos 2005 — 2006
Lato Sensu, Production Management
Instituto Tecnológico de Aeronáutica - ITA 1999 — 2003
Bachelor, Mechanical Engineering
Citi Private Bank May 2006 - Present
Colegio Etapa March 2004 - April 2006
Banco Santander July 2003 - December 2003
Skills
Access, Statistics, Analysis, Finance, Investments, Fixed Income, Microsoft Excel, Capital Markets, Portfolio Management
Education
Universidade de São Paulo 2004 — 2008
Licenciate, Math
Universidade Federal de São Carlos 2005 — 2006
Lato Sensu, Production Management
Instituto Tecnológico de Aeronáutica - ITA 1999 — 2003
Bachelor, Mechanical Engineering
Rory O'Connor Rory O'Connor's Citi Private Bank Experience June 2014 - Present
Job Associate Banker LFG at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank June 2014 - Present
Westport Resources August 2012 - June 2014
Fairfield University September 2013 - May 2014
UBS Private Wealth Management February 2012 - May 2012
Fairfield University September 2008 - April 2012
Federal Work Study January 2009 - March 2012
Center for International Business Ethics January 2011 - May 2011
Skills
Economics, Wealth Management, Financial Analysis, Equities, Microsoft Excel, PowerPoint, Data Analysis, Market Research, Retirement Planning, Access, Leadership, Research, Bloomberg Terminal, Finance, Investments, Portfolio Management, Asset Allocation, Strategic Financial..., Financial Services, Training, Editing, Risk Management
Education
Fairfield University 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.12
University of International Business and Economics 2011 — 2011
St. Ignatius College Prep. 2004 — 2008
High School Diploma
Citi Private Bank June 2014 - Present
Westport Resources August 2012 - June 2014
Fairfield University September 2013 - May 2014
UBS Private Wealth Management February 2012 - May 2012
Fairfield University September 2008 - April 2012
Federal Work Study January 2009 - March 2012
Center for International Business Ethics January 2011 - May 2011
Skills
Economics, Wealth Management, Financial Analysis, Equities, Microsoft Excel, PowerPoint, Data Analysis, Market Research, Retirement Planning, Access, Leadership, Research, Bloomberg Terminal, Finance, Investments, Portfolio Management, Asset Allocation, Strategic Financial..., Financial Services, Training, Editing, Risk Management
Education
Fairfield University 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.12
University of International Business and Economics 2011 — 2011
St. Ignatius College Prep. 2004 — 2008
High School Diploma
Lorraine George-Harik's Citi Private Bank Experience 1997 - 2007
Job Founding Partner, HPM Partners; Principal,Circle 44
Industry Executive Office
Experience
HPM Partners September 2009 - Present
UBS Wealth Management 2007 - 2009
Citi Private Bank 1997 - 2007
Citi World Corporate & Investment Bank 1980 - 1992
First Chicago Bank & Trust 1978 - 1980
Skills
Alternative Investments, Wealth Management, Investment Advisory, Wealth Management..., Private Equity, Investments, Asset Managment, Wealth, Hedge Funds, Financial Services, Investment Management, Strategic Financial..., Family Office, Asset Management, Equities, Finance, Securities, Portfolio Management, Bonds, Fixed Income, Financial Modeling, Asset Allocation, High Net Worth..., Banking, Series 7, Private Banking, Due Diligence, Emerging Markets, Estate Planning, Financial Analysis
Education
London School of Economics
Harvard Business School
Sotheby's
Institute of Art
College of Wooster
BA
HPM Partners September 2009 - Present
UBS Wealth Management 2007 - 2009
Citi Private Bank 1997 - 2007
Citi World Corporate & Investment Bank 1980 - 1992
First Chicago Bank & Trust 1978 - 1980
Skills
Alternative Investments, Wealth Management, Investment Advisory, Wealth Management..., Private Equity, Investments, Asset Managment, Wealth, Hedge Funds, Financial Services, Investment Management, Strategic Financial..., Family Office, Asset Management, Equities, Finance, Securities, Portfolio Management, Bonds, Fixed Income, Financial Modeling, Asset Allocation, High Net Worth..., Banking, Series 7, Private Banking, Due Diligence, Emerging Markets, Estate Planning, Financial Analysis
Education
London School of Economics
Harvard Business School
Sotheby's
Institute of Art
College of Wooster
BA
Rajinder Sabherwal Rajinder Sabherwal's Citi Private Bank Experience April 1998 - December 2001
Job Investment & Wealth Management Thought Leader and Business Builder
Industry Investment Management
Experience
Magister Ludi Capital Management July 2008 - Present
UBS Wealth Management, Private Bank July 2007 - June 2008
GE Money Bank April 2006 - June 2007
Citi Asset Management January 2002 - December 2005
Citi Private Bank April 1998 - December 2001
Citibank May 1993 - April 1998
Citibank India May 1988 - May 1993
Ogilvy & Mather / Lintas Advertising July 1985 - May 1988
Skills
Wealth Management, Global Asset Management, Private Banking, Alternative Investment..., Hedge Funds, Global Macro, Banking, Portfolio Management, Investment Strategist, Equities, Asset Managment, Risk Management, Investments, Asset Management, Fixed Income, Asset Allocation, Financial Risk, Mutual Funds, Alternative Investments, Relationship Management, Investment Management, Emerging Markets, Credit Risk, Financial Markets, Investment Strategies
Education
University of Pennsylvania - The Wharton School 1997 — 1997
Advanced Management Program, Business Management
Indian Institute of Management, Calcutta 1983 — 1985
PGDM, Finance & Marketing
Indian Institute of Technology, Delhi 1977 — 1982
Bachelor of Technology, Textile Technology
Magister Ludi Capital Management July 2008 - Present
UBS Wealth Management, Private Bank July 2007 - June 2008
GE Money Bank April 2006 - June 2007
Citi Asset Management January 2002 - December 2005
Citi Private Bank April 1998 - December 2001
Citibank May 1993 - April 1998
Citibank India May 1988 - May 1993
Ogilvy & Mather / Lintas Advertising July 1985 - May 1988
Skills
Wealth Management, Global Asset Management, Private Banking, Alternative Investment..., Hedge Funds, Global Macro, Banking, Portfolio Management, Investment Strategist, Equities, Asset Managment, Risk Management, Investments, Asset Management, Fixed Income, Asset Allocation, Financial Risk, Mutual Funds, Alternative Investments, Relationship Management, Investment Management, Emerging Markets, Credit Risk, Financial Markets, Investment Strategies
Education
University of Pennsylvania - The Wharton School 1997 — 1997
Advanced Management Program, Business Management
Indian Institute of Management, Calcutta 1983 — 1985
PGDM, Finance & Marketing
Indian Institute of Technology, Delhi 1977 — 1982
Bachelor of Technology, Textile Technology
Alexandra Shiels Alexandra Shiels's Citi Private Bank Experience 2007 - 2008
Job Communications Specialist and Copywriter at Magna Life Settlements
Industry Marketing and Advertising
Experience
Magna Life Settlements December 2011 - Present
Dimensional Fund Advisors 2011 - 2011
Royalty Pharma October 2008 - May 2010
Citi Private Bank 2007 - 2008
JP Morgan Chase 2006 - 2007
Skadden Arps 2004 - 2006
Skills
Market Research, Research, Marketing, Editing, Social Media, Strategic Communications, PowerPoint, Office Management, Proofreading, Analysis, Management, Business Writing, Public Speaking, French, Investments, Nonprofits, Sales, Time Management, Leadership, Marketing Event Planning, Quality Control, Brand Awareness, Microsoft Excel, Policy, Project Management, Social Networking, Creative Writing, Blogging, Brazilian Portuguese, Cultural Diplomacy, Finance, Team Leadership, Customer Service, Business Development, Interviews, Advertising, Public Relations, Closing Contracts, Community Engagement, AP Style, Chicago Manual, Data Analysis, Technical Writing, Presentations, Copywriting
Education
Ithaca College 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Communications
Magna Life Settlements December 2011 - Present
Dimensional Fund Advisors 2011 - 2011
Royalty Pharma October 2008 - May 2010
Citi Private Bank 2007 - 2008
JP Morgan Chase 2006 - 2007
Skadden Arps 2004 - 2006
Skills
Market Research, Research, Marketing, Editing, Social Media, Strategic Communications, PowerPoint, Office Management, Proofreading, Analysis, Management, Business Writing, Public Speaking, French, Investments, Nonprofits, Sales, Time Management, Leadership, Marketing Event Planning, Quality Control, Brand Awareness, Microsoft Excel, Policy, Project Management, Social Networking, Creative Writing, Blogging, Brazilian Portuguese, Cultural Diplomacy, Finance, Team Leadership, Customer Service, Business Development, Interviews, Advertising, Public Relations, Closing Contracts, Community Engagement, AP Style, Chicago Manual, Data Analysis, Technical Writing, Presentations, Copywriting
Education
Ithaca College 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Communications
Christopher Wheatley's Citi Private Bank Experience August 2012 - August 2013
Job Marketing Analyst at Mesirow Financial
Industry Marketing and Advertising
Experience
Mesirow Financial July 2014 - Present
RAY · ALLEN, INC. November 2013 - July 2014
Citi Private Bank August 2012 - August 2013
Groupon May 2011 - August 2012
JP Morgan Chase June 2010 - May 2011
Illinois Department of Public Health June 2009 - August 2009
Illinois Department of Public Health June 2008 - August 2008
Skills
Marketing, Sales, Salesforce.com, Banking, Social Media Marketing, Account Management, CRM, Microsoft Office, Customer Service, Microsoft Excel, Market Research, Lead Generation, Event Planning, Online Advertising, Series 63, Management, Data Analysis, Online Marketing, Competitive Analysis
Education
St Mary's University College, London 2012 — 2013
Continuing Education/PGC, International Business Practices
Illinois Wesleyan University 2006 — 2010
Bachelor of Science, International Business
International Experience
Mesirow Financial July 2014 - Present
RAY · ALLEN, INC. November 2013 - July 2014
Citi Private Bank August 2012 - August 2013
Groupon May 2011 - August 2012
JP Morgan Chase June 2010 - May 2011
Illinois Department of Public Health June 2009 - August 2009
Illinois Department of Public Health June 2008 - August 2008
Skills
Marketing, Sales, Salesforce.com, Banking, Social Media Marketing, Account Management, CRM, Microsoft Office, Customer Service, Microsoft Excel, Market Research, Lead Generation, Event Planning, Online Advertising, Series 63, Management, Data Analysis, Online Marketing, Competitive Analysis
Education
St Mary's University College, London 2012 — 2013
Continuing Education/PGC, International Business Practices
Illinois Wesleyan University 2006 — 2010
Bachelor of Science, International Business
International Experience
Peter Mayhak's Citi Private Bank Experience August 2010 - August 2012
Job Systems Sales and Software Engineering
Industry Computer Software
Experience
KiBiz Systems May 2015 - Present
Security Locknut January 2014 - April 2015
Mayhak Capital Group 2012 - December 2013
Citi Private Bank August 2010 - August 2012
Barclays Global Wealth December 2008 - February 2010
Neuberger Berman, a Lehman Bros. Company March 2008 - December 2008
Bernstein Global Wealth Management February 2005 - March 2008
Vis Dynamics January 1995 - January 2005
Sandoz Nutrition November 1993 - December 1994
Merrill Lynch April 1991 - October 1993
Skills
Sales Process, Public Speaking, Entrepreneurial..., Internet Entrepreneur, Sales Management, Team Leadership, Strategic Leadership, Sales Presentations, Presentation Development, Marketing Strategy, Business Strategy, New Business Development, Relationship Management, Entrepreneurship, Leadership, Investments, Management
Education
Grand Valley State University 1989 — 1991
BBA, Finance
KiBiz Systems May 2015 - Present
Security Locknut January 2014 - April 2015
Mayhak Capital Group 2012 - December 2013
Citi Private Bank August 2010 - August 2012
Barclays Global Wealth December 2008 - February 2010
Neuberger Berman, a Lehman Bros. Company March 2008 - December 2008
Bernstein Global Wealth Management February 2005 - March 2008
Vis Dynamics January 1995 - January 2005
Sandoz Nutrition November 1993 - December 1994
Merrill Lynch April 1991 - October 1993
Skills
Sales Process, Public Speaking, Entrepreneurial..., Internet Entrepreneur, Sales Management, Team Leadership, Strategic Leadership, Sales Presentations, Presentation Development, Marketing Strategy, Business Strategy, New Business Development, Relationship Management, Entrepreneurship, Leadership, Investments, Management
Education
Grand Valley State University 1989 — 1991
BBA, Finance
Manuel Cabielles's Citi Private Bank Experience July 2004 - May 2012
Job Managing Director, Senior Private Banker at Banco Itaú International
Industry Financial Services
Experience
Itaú Private Bank October 2013 - Present
Bank of America Merrill Lynch May 2012 - October 2013
Citi Private Bank July 2004 - May 2012
J.P. Morgan Private Bank September 1982 - July 2004
Skills
Investments, Private Banking, New Business Development, Estate Planning, High Net Worth..., Series 7, Wealth Management, Capital Markets, Banking, Fixed Income, Risk Management, Equities, Hedge Funds, Alternative Investments, Securities, Mutual Funds, Equity Trading, Financial Services, Structured Products, Corporate Finance, Finance, Derivatives, Financial Structuring, Structured Finance, Private Equity, AML, Fund Of Funds, Financial Markets, Asset Allocation, Relationship Management, Bloomberg, FX Options, Investment Advisory, Financial Risk, Investment Strategies, ETFs, Investment Management, Wealth Management..., Bonds, Strategic Financial..., Financial Advisory, Latin America, Credit Risk, Options, Emerging Markets, FINRA, Trading, Credit, Series 63, Valuation
Education
University of Miami - School of Business 1994 — 1996
MBA, International Business
Florida International University
BA, Business Administration and Management
Itaú Private Bank October 2013 - Present
Bank of America Merrill Lynch May 2012 - October 2013
Citi Private Bank July 2004 - May 2012
J.P. Morgan Private Bank September 1982 - July 2004
Skills
Investments, Private Banking, New Business Development, Estate Planning, High Net Worth..., Series 7, Wealth Management, Capital Markets, Banking, Fixed Income, Risk Management, Equities, Hedge Funds, Alternative Investments, Securities, Mutual Funds, Equity Trading, Financial Services, Structured Products, Corporate Finance, Finance, Derivatives, Financial Structuring, Structured Finance, Private Equity, AML, Fund Of Funds, Financial Markets, Asset Allocation, Relationship Management, Bloomberg, FX Options, Investment Advisory, Financial Risk, Investment Strategies, ETFs, Investment Management, Wealth Management..., Bonds, Strategic Financial..., Financial Advisory, Latin America, Credit Risk, Options, Emerging Markets, FINRA, Trading, Credit, Series 63, Valuation
Education
University of Miami - School of Business 1994 — 1996
MBA, International Business
Florida International University
BA, Business Administration and Management
Jaime A Rojas Jaime A Rojas's Citi Private Bank Experience October 2007 - Present
Job KYC Analyst at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank October 2007 - Present
JP Morgan Chase 2001 - 2005
JP Morgan Chase 2001 - 2005
Doral Park Avenue Hotel May 1998 - June 2001
Affinia Hospitality 1994 - 1995
Skills
AML, Banking, Fixed Income, KYC, Risk Management, Operational Risk..., Due Diligence, Management, Relationship Management
Education
East Stroudsburg University of Pennsylvania 1986 — 1990
BS, Hospitality Management
Farmingdale State College 1986 — 1988
AA, Liveral Arts
Citi Private Bank October 2007 - Present
JP Morgan Chase 2001 - 2005
JP Morgan Chase 2001 - 2005
Doral Park Avenue Hotel May 1998 - June 2001
Affinia Hospitality 1994 - 1995
Skills
AML, Banking, Fixed Income, KYC, Risk Management, Operational Risk..., Due Diligence, Management, Relationship Management
Education
East Stroudsburg University of Pennsylvania 1986 — 1990
BS, Hospitality Management
Farmingdale State College 1986 — 1988
AA, Liveral Arts
Gasan Abdulaev Gasan Abdulaev's Citi Private Bank Experience May 2012 - Present
Job Senior Vice President at Citi Private Bank
Industry Capital Markets
Experience
Citi Private Bank May 2012 - Present
Citi February 2010 - May 2012
Graham Capital Management May 2005 - October 2009
Columbia University in the city of New York September 2001 - May 2005
Institute of Numerical Mathematics RAS September 1989 - December 2000
CRS4 1997 - 1999
ASCI Lab, CNRS May 1995 - June 1996
Moscow Institute of Physics and Technology (State University) 1991 - 1995
Skills
Series 7, Series 66, C++, Risk, Model Validation, Trading Systems, Commodities, Programming, Monte Carlo Simulation, Mathematics, Numerical Analysis, Quantitative Finance, Derivatives, Options, Quantitative Analysis, VBA, Market Risk, Quantitative Modeling, Applied Mathematics, Risk Management, Portfolio Optimization, Exotic Derivatives, Python, C/C++ STL, Inverse Problems, Finite Element Analysis, Linear Algebra, Capital Markets, Financial Risk, Uniform Combined State..., Bloomberg, Financial Modeling, Statistics, High Frequency Trading, Commodity, Partial Differential..., Interest Rate..., Quantitative Analytics, Trading System, FX Options, V&V, Equities, Asset Management, Quantitative Investing, Hedge Funds, Matlab, Credit Derivatives, Fixed Income, Structured Products, Equity Derivatives
Education
Institute of Numerical Mathematics, Russian Academy of Sciences 1986 — 1989
PhD, Numerical Mathematics
Novosibirsk State University 1981 — 1986
M.S. with Honors (Диплом с отличием), Mathematics
Columbia University in the City of New York 2003 — 2005
Selected Courses, Financial Engineering
Novosibirsk State University (NSU) 1981 — 1986
M.S.with Honors (Диплом с отличием), Mathematics
School 130, Novosibirsk 1975 — 1980
High school, Mathematics, Physics
Citi Private Bank May 2012 - Present
Citi February 2010 - May 2012
Graham Capital Management May 2005 - October 2009
Columbia University in the city of New York September 2001 - May 2005
Institute of Numerical Mathematics RAS September 1989 - December 2000
CRS4 1997 - 1999
ASCI Lab, CNRS May 1995 - June 1996
Moscow Institute of Physics and Technology (State University) 1991 - 1995
Skills
Series 7, Series 66, C++, Risk, Model Validation, Trading Systems, Commodities, Programming, Monte Carlo Simulation, Mathematics, Numerical Analysis, Quantitative Finance, Derivatives, Options, Quantitative Analysis, VBA, Market Risk, Quantitative Modeling, Applied Mathematics, Risk Management, Portfolio Optimization, Exotic Derivatives, Python, C/C++ STL, Inverse Problems, Finite Element Analysis, Linear Algebra, Capital Markets, Financial Risk, Uniform Combined State..., Bloomberg, Financial Modeling, Statistics, High Frequency Trading, Commodity, Partial Differential..., Interest Rate..., Quantitative Analytics, Trading System, FX Options, V&V, Equities, Asset Management, Quantitative Investing, Hedge Funds, Matlab, Credit Derivatives, Fixed Income, Structured Products, Equity Derivatives
Education
Institute of Numerical Mathematics, Russian Academy of Sciences 1986 — 1989
PhD, Numerical Mathematics
Novosibirsk State University 1981 — 1986
M.S. with Honors (Диплом с отличием), Mathematics
Columbia University in the City of New York 2003 — 2005
Selected Courses, Financial Engineering
Novosibirsk State University (NSU) 1981 — 1986
M.S.with Honors (Диплом с отличием), Mathematics
School 130, Novosibirsk 1975 — 1980
High school, Mathematics, Physics
Trevor Freeman's Citi Private Bank Experience January 2015 - Present
Job Senior Vice PresidentSponsor Finance at Citi Private Bank
Industry Banking
Experience
Citi Private Bank January 2015 - Present
Citi Private Bank April 2013 - December 2014
Citi Private Bank January 2008 - April 2013
Citi Private Bank September 2004 - January 2008
Washington Mutual February 2002 - September 2004
IBJ Whitehall September 2000 - February 2002
Skills
Credit Analysis, Credit, Structuring, Loans, Trade Finance, Private Wealth..., Private Banking, Credit Risk, AML, Commercial Lending, Commercial Banking, Banking, Financial Modeling, FX, Financial Analysis, Capital Markets, Structured Finance, Lines Of Credit, Portfolio Management, Underwriting, Deal Structuring, Workout, Financial Markets, Derivatives, Credit Derivatives, Letters of Credit, Financial Structuring, FX Options, Bloomberg, Finance, Financial Services, Private Equity, Wealth Management, Asset Based Lending, Fixed Income, Financial Risk
Education
New York University 2000 — 2002
Diploma in Credit Analysis
Fordham University 1995 — 1999
Finance
Marin Catholic High School 1991 — 1995
High School Diploma
Citi Private Bank January 2015 - Present
Citi Private Bank April 2013 - December 2014
Citi Private Bank January 2008 - April 2013
Citi Private Bank September 2004 - January 2008
Washington Mutual February 2002 - September 2004
IBJ Whitehall September 2000 - February 2002
Skills
Credit Analysis, Credit, Structuring, Loans, Trade Finance, Private Wealth..., Private Banking, Credit Risk, AML, Commercial Lending, Commercial Banking, Banking, Financial Modeling, FX, Financial Analysis, Capital Markets, Structured Finance, Lines Of Credit, Portfolio Management, Underwriting, Deal Structuring, Workout, Financial Markets, Derivatives, Credit Derivatives, Letters of Credit, Financial Structuring, FX Options, Bloomberg, Finance, Financial Services, Private Equity, Wealth Management, Asset Based Lending, Fixed Income, Financial Risk
Education
New York University 2000 — 2002
Diploma in Credit Analysis
Fordham University 1995 — 1999
Finance
Marin Catholic High School 1991 — 1995
High School Diploma
Christopher DarConte Christopher DarConte's Citi Private Bank Experience 2005 - 2009
Job Core Prime Brokerage at European Investment Bank
Industry Investment Banking
Experience
Investment Bank May 2013 - Present
UBS Investment Bank May 2011 - May 2013
Credit Suisse May 2009 - June 2011
Citi Private Bank 2005 - 2009
Alliance Bernstein 2000 - 2005
Deutsche Bank 1998 - 2000
Skills
Prime Brokerage, Securities Lending, FX Options, Interest Rate Swaps, Repos, Forwards, Cash, Strategy, Program Coordination, Project Management, Leadership, Agile Methodologies, Investment Banking, Equities, Financial Services, Capital Markets, Management, Hedge Funds, Middle Office
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Management, Information Systems
Investment Bank May 2013 - Present
UBS Investment Bank May 2011 - May 2013
Credit Suisse May 2009 - June 2011
Citi Private Bank 2005 - 2009
Alliance Bernstein 2000 - 2005
Deutsche Bank 1998 - 2000
Skills
Prime Brokerage, Securities Lending, FX Options, Interest Rate Swaps, Repos, Forwards, Cash, Strategy, Program Coordination, Project Management, Leadership, Agile Methodologies, Investment Banking, Equities, Financial Services, Capital Markets, Management, Hedge Funds, Middle Office
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Management, Information Systems
Claudia Cordova Guerra Claudia Cordova Guerra's Citi Private Bank Experience 2006 - 2010
Job Senior Vice President at Citibank
Industry Banking
Experience
Citi Wealth Management May 2014 - Present
Citigold Private Client (CPC) January 2010 - May 2014
Citi Private Bank 2006 - 2010
Citi Private Bank 2003 - 2006
Skills
Project Management, Financial Services, Management, Banking, Wealth Management..., Recruiting, Uniform Combined State..., Relationship Management, Business Operations, Securities, Private Banking, Leadership, Fixed Income, Operations Management, Capital Markets, Series 7, Hedge Funds, Customer Service, Finance, Investment Strategies, Investments, Loans, Credit Cards, Credit, AML, Sales Operations, Bonds, Risk Management, Derivatives, Financial Analysis, Policy, Structured Products, Retail Banking, Equities, Financial Risk, Alternative Investments, Mutual Funds, Financial Markets, Commercial Banking, Investment Banking, Asset Managment, Series 66, Series 9
Education
University of Miami
Certification, Human Resources Management and Services
Florida International University
Master's degree, International Business
Florida International University
Bachelor's degree, Business Administration, Management and Operations
Colegio Peruano Britanico
Citi Wealth Management May 2014 - Present
Citigold Private Client (CPC) January 2010 - May 2014
Citi Private Bank 2006 - 2010
Citi Private Bank 2003 - 2006
Skills
Project Management, Financial Services, Management, Banking, Wealth Management..., Recruiting, Uniform Combined State..., Relationship Management, Business Operations, Securities, Private Banking, Leadership, Fixed Income, Operations Management, Capital Markets, Series 7, Hedge Funds, Customer Service, Finance, Investment Strategies, Investments, Loans, Credit Cards, Credit, AML, Sales Operations, Bonds, Risk Management, Derivatives, Financial Analysis, Policy, Structured Products, Retail Banking, Equities, Financial Risk, Alternative Investments, Mutual Funds, Financial Markets, Commercial Banking, Investment Banking, Asset Managment, Series 66, Series 9
Education
University of Miami
Certification, Human Resources Management and Services
Florida International University
Master's degree, International Business
Florida International University
Bachelor's degree, Business Administration, Management and Operations
Colegio Peruano Britanico
Michael Averett's Citi Private Bank Experience September 2010 - August 2011
Job Director, Miami/Houston Financial Complex Business Head at Citi Wealth Management Latin America, Affluent & HNW Segment
Industry Financial Services
Experience
Citi Wealth Management Latin America, Affluent & HNW Segment January 2014 - Present
Citi Wealth Management Latin America, Affluent & HNW Segment November 2012 - December 2013
Citi Wealth Management Latin America, Affluent & HNW Segment August 2011 - November 2012
Citi Private Bank September 2010 - August 2011
CitiValores January 2009 - September 2010
Citibank International Personal Banking (IPB) Latin America October 2006 - January 2009
Citibank International Personal Banking (IPB) Latin America June 2004 - October 2006
Citibank International Personal Banking (IPB) Latin America May 2003 - June 2004
Citibank Latin America Regional Operations and Technology February 2001 - May 2003
American Express Financial Resource Center May 2000 - February 2001
Skills
Product Management, Business Strategy, Segmentation, Sales Management, Business Process..., Process Improvement, Credit Cards, Financial Modeling, Strategy, Retail Banking, Wealth Management, Risk Management, Relationship Management, Strategic Planning, Financial Services, Banking, Portfolio Management
Education
Thunderbird School of Global Management 1999 — 2000
Master, International Management
Concordia College 1995 — 1999
Bachelor of Arts, Business Administration and Spanish
Universidad de las AméricasMexico 1998 — 1998
International Business
Citi Wealth Management Latin America, Affluent & HNW Segment January 2014 - Present
Citi Wealth Management Latin America, Affluent & HNW Segment November 2012 - December 2013
Citi Wealth Management Latin America, Affluent & HNW Segment August 2011 - November 2012
Citi Private Bank September 2010 - August 2011
CitiValores January 2009 - September 2010
Citibank International Personal Banking (IPB) Latin America October 2006 - January 2009
Citibank International Personal Banking (IPB) Latin America June 2004 - October 2006
Citibank International Personal Banking (IPB) Latin America May 2003 - June 2004
Citibank Latin America Regional Operations and Technology February 2001 - May 2003
American Express Financial Resource Center May 2000 - February 2001
Skills
Product Management, Business Strategy, Segmentation, Sales Management, Business Process..., Process Improvement, Credit Cards, Financial Modeling, Strategy, Retail Banking, Wealth Management, Risk Management, Relationship Management, Strategic Planning, Financial Services, Banking, Portfolio Management
Education
Thunderbird School of Global Management 1999 — 2000
Master, International Management
Concordia College 1995 — 1999
Bachelor of Arts, Business Administration and Spanish
Universidad de las AméricasMexico 1998 — 1998
International Business
Patricia Janco-Tupper Patricia Janco-Tupper's Citi Private Bank Experience 1999 - August 2009
Job Wealth Advisor & SVP at Wells Fargo The Private Bank
Industry Banking
Experience
Wells Fargo The Private Bank November 2012 - Present
Deutsche Bank Private Wealth Management August 2009 - October 2012
Citi Private Bank 1999 - August 2009
JPMorgan Chase 1986 - 1999
People's Bank 1980 - 1986
Skills
Wealth Management, Banking, Estate Planning, Credit, Investment Advisory, Private Banking, Asset Management, Private Wealth..., Capital Markets, Alternative Investments, Investments, Portfolio Management, Securities, Private Equity, Equities, Asset Allocation, Financial Markets, Hedge Funds, Wealth Management..., Asset Managment, Series 7, Fixed Income, Strategic Financial..., Wealth, Investment Management, Financial Analysis, Due Diligence, Relationship Management, Financial Services, Investment Strategies, Mutual Funds, Financial Advisory, Series 63, High Net Worth..., Investment Banking, Financial Structuring, Bonds, Loans, Structured Products, Credit Analysis, Structured Finance, Derivatives, Financial Planning
Education
Convent of the Sacred Heart
High School Dipolma
Fairfield University
BS, Marketing & Computer Applications
Wells Fargo The Private Bank November 2012 - Present
Deutsche Bank Private Wealth Management August 2009 - October 2012
Citi Private Bank 1999 - August 2009
JPMorgan Chase 1986 - 1999
People's Bank 1980 - 1986
Skills
Wealth Management, Banking, Estate Planning, Credit, Investment Advisory, Private Banking, Asset Management, Private Wealth..., Capital Markets, Alternative Investments, Investments, Portfolio Management, Securities, Private Equity, Equities, Asset Allocation, Financial Markets, Hedge Funds, Wealth Management..., Asset Managment, Series 7, Fixed Income, Strategic Financial..., Wealth, Investment Management, Financial Analysis, Due Diligence, Relationship Management, Financial Services, Investment Strategies, Mutual Funds, Financial Advisory, Series 63, High Net Worth..., Investment Banking, Financial Structuring, Bonds, Loans, Structured Products, Credit Analysis, Structured Finance, Derivatives, Financial Planning
Education
Convent of the Sacred Heart
High School Dipolma
Fairfield University
BS, Marketing & Computer Applications
Cheyenne Lewis Cheyenne Lewis's Citi Private Bank Experience April 2014 - March 2015
Job SVP, Private Bank NAM Banking & Custody Product Development & Management Team Lead
Industry Financial Services
Experience
Citi March 2015 - Present
Citi Private Bank April 2014 - March 2015
Citi December 2009 - March 2015
The Bank of New York Mellon January 2008 - December 2009
Skills
Equities, Fixed Income, Alternative Investments, Banking, CRM, Hedge Funds, Investments, Mutual Funds, Asset Managment, Securities, Financial Markets, Analysis, Wealth Management, Capital Markets, Series 7, Derivatives, Bloomberg, Start-ups, Portfolio Management, Financial Modeling, Private Banking, Asset Management, Investment Banking, FX Options, Structured Products
Education
Dominican University of California 2002 — 2004
MBA
Sonoma State University School of Business and Economics
Bachelor's Degree
Citi March 2015 - Present
Citi Private Bank April 2014 - March 2015
Citi December 2009 - March 2015
The Bank of New York Mellon January 2008 - December 2009
Skills
Equities, Fixed Income, Alternative Investments, Banking, CRM, Hedge Funds, Investments, Mutual Funds, Asset Managment, Securities, Financial Markets, Analysis, Wealth Management, Capital Markets, Series 7, Derivatives, Bloomberg, Start-ups, Portfolio Management, Financial Modeling, Private Banking, Asset Management, Investment Banking, FX Options, Structured Products
Education
Dominican University of California 2002 — 2004
MBA
Sonoma State University School of Business and Economics
Bachelor's Degree
Benjamin South's Citi Private Bank Experience August 2015 - Present
Job Senior Associate Banker at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank August 2015 - Present
J.P. Morgan January 2012 - August 2015
AXA Advisors January 2011 - December 2011
Bank of America December 2007 - December 2010
Skills
Banking, Asset Managment, Sales Management, Wealth Management, Finance, CRM, Management, Financial Services, Customer Service, Credit, Analysis, Asset Management, Real Estate, Risk Management, Series 7, Financial Analysis, Microsoft Office
Education
Fairleigh Dickinson University 2008 — 2010
BA, Business Technology
Citi Private Bank August 2015 - Present
J.P. Morgan January 2012 - August 2015
AXA Advisors January 2011 - December 2011
Bank of America December 2007 - December 2010
Skills
Banking, Asset Managment, Sales Management, Wealth Management, Finance, CRM, Management, Financial Services, Customer Service, Credit, Analysis, Asset Management, Real Estate, Risk Management, Series 7, Financial Analysis, Microsoft Office
Education
Fairleigh Dickinson University 2008 — 2010
BA, Business Technology
Audrey Sacy Audrey Sacy's Citi Private Bank Experience June 2008 - August 2008
Job Chief Financial Officer at Orkila
Industry Financial Services
Experience
Orkila September 2013 - Present
Morgan Stanley June 2010 - July 2013
Citi Private Bank June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Financial Modeling, Emerging Markets, Valuation, Capital Markets, Fixed Income, Equities, Private Equity, Derivatives, Investments, Due Diligence, Structured Products, Bloomberg, Private Banking, Asset Management, Sales, Research, Asset Allocation, Monte Carlo Simulation, Quantitative Research, Trading, Portfolio Management, Strategy, Business Development, Alternative Investments, FX Options, Hedge Funds, Equity Derivatives
Education
Columbia University in the City of New York 2009 — 2010
M.A., Mathematics of Finance
The London School of Economics and Political Science (LSE) 2006 — 2009
BSc, Economics
Orkila September 2013 - Present
Morgan Stanley June 2010 - July 2013
Citi Private Bank June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Financial Modeling, Emerging Markets, Valuation, Capital Markets, Fixed Income, Equities, Private Equity, Derivatives, Investments, Due Diligence, Structured Products, Bloomberg, Private Banking, Asset Management, Sales, Research, Asset Allocation, Monte Carlo Simulation, Quantitative Research, Trading, Portfolio Management, Strategy, Business Development, Alternative Investments, FX Options, Hedge Funds, Equity Derivatives
Education
Columbia University in the City of New York 2009 — 2010
M.A., Mathematics of Finance
The London School of Economics and Political Science (LSE) 2006 — 2009
BSc, Economics
Jason Duley Jason Duley's Citi Private Bank Experience September 2015 - Present
Job Associate Banker, Law Firm Group, Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank September 2015 - Present
JPMorgan Chase Bank N.A. October 2014 - September 2015
J.P. Morgan September 2011 - October 2014
JPMorgan Chase Bank N.A. April 2010 - September 2011
JPMorgan Chase Bank N.A. October 2008 - April 2010
Best Western Concorde Club January 2006 - May 2008
Office Max August 2002 - December 2005
Education
DePaul University
Bachelors of Science, Finance
Citi Private Bank September 2015 - Present
JPMorgan Chase Bank N.A. October 2014 - September 2015
J.P. Morgan September 2011 - October 2014
JPMorgan Chase Bank N.A. April 2010 - September 2011
JPMorgan Chase Bank N.A. October 2008 - April 2010
Best Western Concorde Club January 2006 - May 2008
Office Max August 2002 - December 2005
Education
DePaul University
Bachelors of Science, Finance
Jeannie Dubbels Jeannie Dubbels's Citi Private Bank Experience November 2005 - August 2015
Job Product Management | Marketing | Digital Content Development
Industry Financial Services
Experience
Citi Private Bank November 2005 - August 2015
Citi Private Bank 1999 - 2015
Citi Private Bank January 2001 - October 2005
Citi Private Bank July 1999 - December 2000
MetLife January 1999 - June 1999
Bankers Trust November 1998 - December 1998
Oppenheimer & Co. Inc. October 1993 - October 1998
Skills
Banking, Private Banking, Financial Services, Wealth Management, Business Development, Securities, Leadership, Series 7, Mutual Funds, Credit, Marketing, Management, Product Development, Marketing Strategy, Credit Cards, Wealth Management..., Portfolio Management, Equities, Investments, Private Wealth..., Web Content Management
Education
Cornell University 1991 — 1993
Bachelor's degree, Design and Environmental Analysis
Brooklyn Technical High School 1985 — 1989
High School, Industrial Design
Citi Private Bank November 2005 - August 2015
Citi Private Bank 1999 - 2015
Citi Private Bank January 2001 - October 2005
Citi Private Bank July 1999 - December 2000
MetLife January 1999 - June 1999
Bankers Trust November 1998 - December 1998
Oppenheimer & Co. Inc. October 1993 - October 1998
Skills
Banking, Private Banking, Financial Services, Wealth Management, Business Development, Securities, Leadership, Series 7, Mutual Funds, Credit, Marketing, Management, Product Development, Marketing Strategy, Credit Cards, Wealth Management..., Portfolio Management, Equities, Investments, Private Wealth..., Web Content Management
Education
Cornell University 1991 — 1993
Bachelor's degree, Design and Environmental Analysis
Brooklyn Technical High School 1985 — 1989
High School, Industrial Design
Favio Trevino Favio Trevino's Citi Private Bank Experience February 2012 - Present
Job Vice President/Credit Officer Investment Finance at Citi Private Bank LatAm
Industry Financial Services
Experience
Citi Private Bank February 2012 - Present
Citigroup August 2009 - February 2012
Citigroup August 2007 - August 2009
JPMorgan Chase June 2006 - August 2006
Genworth Financial 2004 - 2005
GE Consumer Finance 2003 - 2004
GE Capital 2001 - 2003
Skills
Financial Analysis, Credit Risk, Portfolio Management, Banking Relationships, Project Coordination, Private Banking, Latin American markets, Six Sigma, Relationship Mgmt, Commercial Real Estate, Aircraft Finance, Financial Modeling, Valuation, Capital Markets, Investments, Managerial Finance, Strategic Financial..., Financial Planning, Banking, Corporate Finance, Finance, Management, Relationship Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA, Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey 1997 — 2001
B.S., Industrial and Systems Engeering
Citi Private Bank February 2012 - Present
Citigroup August 2009 - February 2012
Citigroup August 2007 - August 2009
JPMorgan Chase June 2006 - August 2006
Genworth Financial 2004 - 2005
GE Consumer Finance 2003 - 2004
GE Capital 2001 - 2003
Skills
Financial Analysis, Credit Risk, Portfolio Management, Banking Relationships, Project Coordination, Private Banking, Latin American markets, Six Sigma, Relationship Mgmt, Commercial Real Estate, Aircraft Finance, Financial Modeling, Valuation, Capital Markets, Investments, Managerial Finance, Strategic Financial..., Financial Planning, Banking, Corporate Finance, Finance, Management, Relationship Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA, Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey 1997 — 2001
B.S., Industrial and Systems Engeering
James Gibney James Gibney's Citi Private Bank Experience July 2009 - June 2011
Job Digital Marketing Manager
Industry Financial Services
Experience
Fundtech January 2015 - Present
Reval January 2013 - December 2014
Reval April 2012 - January 2013
Citi Private Bank July 2009 - June 2011
Skills
Salesforce.com, Analytics, Project Management, Eloqua, Data Analysis, Lead Generation, Microsoft Excel, Account Management, Microsoft Office, CRM, Sales, Customer Service, Strategic Planning, Business Analysis, PowerPoint, Leadership
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Hopkinton High
Fundtech January 2015 - Present
Reval January 2013 - December 2014
Reval April 2012 - January 2013
Citi Private Bank July 2009 - June 2011
Skills
Salesforce.com, Analytics, Project Management, Eloqua, Data Analysis, Lead Generation, Microsoft Excel, Account Management, Microsoft Office, CRM, Sales, Customer Service, Strategic Planning, Business Analysis, PowerPoint, Leadership
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Hopkinton High
Ary Velasco-Private Wealth Management Miami Ary Velasco-Private Wealth Management Miami's Citi Private Bank Experience September 2012 - Present
Job DirectorUltra High Net Worth Private Banking at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank September 2012 - Present
Sabadell Bank & Trust August 2011 - July 2012
Lydian Bank & Trust March 2007 - August 2011
Northern Trust October 2002 - March 2007
SunTrust Bank 1987 - 2002
Skills
Wealth Management, Private Banking, Portfolio Management, Wealth Management..., Investments, Financial Analysis, Small Business, Banking, Due Diligence, Management, Series 63, Alternative Investments, New Business Development, Financial Advisory, Investment Advisory, Asset Allocation, Equities, Credit, Finance, Capital Markets, Commercial Lending, Real Estate, Strategy, High Net Worth..., Tax, Asset Management, Wealth, Securities, Financial Risk, Investment Strategies, Series 7, Mutual Funds, Fixed Income, Hedge Funds, Retirement Planning, Strategic Financial..., Financial Services, Estate Planning, Investment Management, Financial Markets, Loans, Credit Analysis, Private Equity, Bonds, Investment Banking, Financial Modeling, Corporate Finance, Risk Management, Valuation, Derivatives
Education
Northwestern University 1998 — 1999
Certified Trust Financial Advisor, National Graduate Trust School
Northwestern University 1997 — 1997
National Trust School
Florida International University - College of Business 1993 — 1996
Masters, Business Administration
Florida International University - College of Business 1982 — 1986
Bachelor's, Finance
Christopher Columbus High School 1978 — 1984
HS Diploma, High School
Citi Private Bank September 2012 - Present
Sabadell Bank & Trust August 2011 - July 2012
Lydian Bank & Trust March 2007 - August 2011
Northern Trust October 2002 - March 2007
SunTrust Bank 1987 - 2002
Skills
Wealth Management, Private Banking, Portfolio Management, Wealth Management..., Investments, Financial Analysis, Small Business, Banking, Due Diligence, Management, Series 63, Alternative Investments, New Business Development, Financial Advisory, Investment Advisory, Asset Allocation, Equities, Credit, Finance, Capital Markets, Commercial Lending, Real Estate, Strategy, High Net Worth..., Tax, Asset Management, Wealth, Securities, Financial Risk, Investment Strategies, Series 7, Mutual Funds, Fixed Income, Hedge Funds, Retirement Planning, Strategic Financial..., Financial Services, Estate Planning, Investment Management, Financial Markets, Loans, Credit Analysis, Private Equity, Bonds, Investment Banking, Financial Modeling, Corporate Finance, Risk Management, Valuation, Derivatives
Education
Northwestern University 1998 — 1999
Certified Trust Financial Advisor, National Graduate Trust School
Northwestern University 1997 — 1997
National Trust School
Florida International University - College of Business 1993 — 1996
Masters, Business Administration
Florida International University - College of Business 1982 — 1986
Bachelor's, Finance
Christopher Columbus High School 1978 — 1984
HS Diploma, High School
Eduardo Henrique Chassot Agostinho Eduardo Henrique Chassot Agostinho's Citi Private Bank Experience July 2014 - Present
Job Experienced Investment Product Manager
Industry Financial Services
Experience
Citi Private Bank July 2014 - Present
Citi Private Bank July 2012 - February 2014
Itaú Corretora de Valores S.A. March 2009 - July 2012
Itaú Unibanco February 2008 - March 2009
Itaú Private Bank July 2005 - August 2007
Skills
Mutual Funds, Private Banking, Wealth Management, Portfolio Management, Fund Of Funds, Asset Allocation, Investments, Finance, Offshore Funds, Fixed Income, Asset Management, Management, Investment Banking, Portuguese, Capital Markets, Financial Markets, Derivatives, Corporate Finance, Equities, Banking, Financial Analysis, Business Strategy, Product Development, Product Management, Six Sigma, Italian, Cooking, Alternative Investments
Education
Escola Superior de Propaganda e Marketing 2007 — 2008
Post-Graduate, Mass Communication/Media Studies
Escola Superior de Propaganda e Marketing 2003 — 2006
Bachelor's degree, Business Administration and Management, General
Citi Private Bank July 2014 - Present
Citi Private Bank July 2012 - February 2014
Itaú Corretora de Valores S.A. March 2009 - July 2012
Itaú Unibanco February 2008 - March 2009
Itaú Private Bank July 2005 - August 2007
Skills
Mutual Funds, Private Banking, Wealth Management, Portfolio Management, Fund Of Funds, Asset Allocation, Investments, Finance, Offshore Funds, Fixed Income, Asset Management, Management, Investment Banking, Portuguese, Capital Markets, Financial Markets, Derivatives, Corporate Finance, Equities, Banking, Financial Analysis, Business Strategy, Product Development, Product Management, Six Sigma, Italian, Cooking, Alternative Investments
Education
Escola Superior de Propaganda e Marketing 2007 — 2008
Post-Graduate, Mass Communication/Media Studies
Escola Superior de Propaganda e Marketing 2003 — 2006
Bachelor's degree, Business Administration and Management, General
Liz Santiago Liz Santiago's Citi Private Bank Experience July 2010 - March 2012
Job Investments at Citi Private Bank
Industry Financial Services
Experience
Citi August 2013 - Present
BNY Mellon March 2012 - August 2013
Citi Private Bank July 2010 - March 2012
Citi Private Bank February 2006 - February 2010
Dresdner Bank January 2000 - January 2005
Skills
Structured Products, Equities, Financial Markets, Capital Markets, Investment Banking, Derivatives, Bonds, Emerging Markets, Portfolio Management, Private Banking, Bloomberg, Banking, Hedge Funds, Investments, Asset Allocation
Education
Instituto de Empresa 2007 — 2009
Global MBA
Florida State University - College of Business 1994 — 1998
Bachelor of Science, Management & International Relations
Citi August 2013 - Present
BNY Mellon March 2012 - August 2013
Citi Private Bank July 2010 - March 2012
Citi Private Bank February 2006 - February 2010
Dresdner Bank January 2000 - January 2005
Skills
Structured Products, Equities, Financial Markets, Capital Markets, Investment Banking, Derivatives, Bonds, Emerging Markets, Portfolio Management, Private Banking, Bloomberg, Banking, Hedge Funds, Investments, Asset Allocation
Education
Instituto de Empresa 2007 — 2009
Global MBA
Florida State University - College of Business 1994 — 1998
Bachelor of Science, Management & International Relations
Bob Bohlert Bob Bohlert's Citi Private Bank Experience October 2007 - August 2010
Job Director, Citi Private Bank
Industry Investment Banking
Experience
Citi September 2013 - Present
Barclays Wealth Americas August 2010 - August 2013
Citi Private Bank October 2007 - August 2010
Bear Wagner Specialists/Bear Hunter Structured Products LLC August 1991 - October 2007
Skills
Series 7, Investments, Capital Markets, FINRA, Structured Products, Equities, Bloomberg, Derivatives, Fixed Income, Securities, Hedge Funds, Investment Banking, Options, Alternative Investments, Financial Markets, FX Options, Portfolio Management, Trading, Trading Systems, Wealth Management, Risk Management, Equity Trading, Electronic Trading, Series 63, Financial Services, ETFs
Education
Hofstra University 1987 — 1991
B.B.A, Banking and Finance
Citi September 2013 - Present
Barclays Wealth Americas August 2010 - August 2013
Citi Private Bank October 2007 - August 2010
Bear Wagner Specialists/Bear Hunter Structured Products LLC August 1991 - October 2007
Skills
Series 7, Investments, Capital Markets, FINRA, Structured Products, Equities, Bloomberg, Derivatives, Fixed Income, Securities, Hedge Funds, Investment Banking, Options, Alternative Investments, Financial Markets, FX Options, Portfolio Management, Trading, Trading Systems, Wealth Management, Risk Management, Equity Trading, Electronic Trading, Series 63, Financial Services, ETFs
Education
Hofstra University 1987 — 1991
B.B.A, Banking and Finance
William Jacobsen, CAIA William Jacobsen, CAIA's Citi Private Bank Experience November 2004 - November 2005
Job Business Development Manager at MicroVest Capital Management, LLC
Industry Investment Management
Experience
MicroVest Capital Management, LLC September 2014 - Present
Wells Fargo January 2013 - August 2014
Tanamera Capital July 2010 - December 2012
Wells Fargo Securities November 2005 - March 2009
Citi Private Bank November 2004 - November 2005
Raymond James September 2001 - May 2004
Skills
Investments, Structured Products, Alternative Investments, Derivatives, Risk Management, Strategy, Banking, Emerging Markets, Hedging, Private Banking, Equity Derivatives, Economics, Brokerage, Capital Markets, Cakes, Asset, Real assets, Product Development, Latin America, Farmland
Education
Drew University 1997 — 2001
B.A., Economics, Spanish
Universidad de Belgrano 2000 — 2000
International School Kuala Lumpur 1994 — 1997
Hong Kong International School 1988 — 1994
MicroVest Capital Management, LLC September 2014 - Present
Wells Fargo January 2013 - August 2014
Tanamera Capital July 2010 - December 2012
Wells Fargo Securities November 2005 - March 2009
Citi Private Bank November 2004 - November 2005
Raymond James September 2001 - May 2004
Skills
Investments, Structured Products, Alternative Investments, Derivatives, Risk Management, Strategy, Banking, Emerging Markets, Hedging, Private Banking, Equity Derivatives, Economics, Brokerage, Capital Markets, Cakes, Asset, Real assets, Product Development, Latin America, Farmland
Education
Drew University 1997 — 2001
B.A., Economics, Spanish
Universidad de Belgrano 2000 — 2000
International School Kuala Lumpur 1994 — 1997
Hong Kong International School 1988 — 1994
Frederick Hinkley's Citi Private Bank Experience April 2001 - February 2005
Job Partner and Senior Advisor at Netplus Capital LLC
Industry Investment Management
Experience
Netplus Capital LLC March 2012 - Present
Brown Brothers Harriman April 2007 - February 2012
UBS Wealth Management February 2005 - March 2007
Citi Private Bank April 2001 - February 2005
Citibank (Switzerland) AG April 1999 - March 2001
Citi Private Bank May 1988 - March 1999
Irving Trust Co February 1987 - May 1988
Moody's Investors Service August 1986 - February 1987
Skills
Investment Strategies, Wealth Management, Business Development, Investment..., Asset Allocation, Product Development, Portfolio Assessment, Project Management, Portfolio Optimization, Model Portfolios, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1982 — 1986
Bachelor of Science (B.S.), Finance and Financial Management Services
Chapel School - Escola Maria Imaculada
Netplus Capital LLC March 2012 - Present
Brown Brothers Harriman April 2007 - February 2012
UBS Wealth Management February 2005 - March 2007
Citi Private Bank April 2001 - February 2005
Citibank (Switzerland) AG April 1999 - March 2001
Citi Private Bank May 1988 - March 1999
Irving Trust Co February 1987 - May 1988
Moody's Investors Service August 1986 - February 1987
Skills
Investment Strategies, Wealth Management, Business Development, Investment..., Asset Allocation, Product Development, Portfolio Assessment, Project Management, Portfolio Optimization, Model Portfolios, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1982 — 1986
Bachelor of Science (B.S.), Finance and Financial Management Services
Chapel School - Escola Maria Imaculada
Robert Battista, CFA Robert Battista, CFA's Citi Private Bank Experience July 2010 - February 2012
Job Head of Product & Research at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney Montgomery Scott LLC July 2015 - Present
Janney Montgomery Scott LLC September 2014 - July 2015
Franklin Square Capital Partners May 2013 - September 2014
Janney Montgomery Scott February 2012 - May 2013
Citi Private Bank July 2010 - February 2012
BNY Mellon - Lockwood Advisors February 2007 - July 2010
Skills
Mutual Funds, Alternative Investments
Education
Penn State University 2008 — 2009
Masters, Finance
Elon University 2001 — 2005
Bachelors of Science, Business Administration
Janney Montgomery Scott LLC July 2015 - Present
Janney Montgomery Scott LLC September 2014 - July 2015
Franklin Square Capital Partners May 2013 - September 2014
Janney Montgomery Scott February 2012 - May 2013
Citi Private Bank July 2010 - February 2012
BNY Mellon - Lockwood Advisors February 2007 - July 2010
Skills
Mutual Funds, Alternative Investments
Education
Penn State University 2008 — 2009
Masters, Finance
Elon University 2001 — 2005
Bachelors of Science, Business Administration
Larisa Zubaty Larisa Zubaty's Citi Private Bank Experience July 2011 - Present
Job VP at Citi
Industry Financial Services
Experience
Citi, Private Bank July 2011 - Present
Citi, Commercial Market Group June 2003 - July 2011
Standard Chartered Bank June 2000 - January 2003
Original Designs/Famor, Inc. June 1998 - June 2000
Graff-Pay-Per-View, Inc January 1996 - June 1998
Skills
VBA for Access, SQL, Microsoft Excel, Microsoft Office, PowerPoint, Business Analysis, Banking, Commercial Banking, Process Improvement, Financial Services, Financial Reporting, Loans, Databases, Risk Management, Software Development, Finance, Portfolio Management, Credit, Financial Risk, Credit Risk, SDLC, Capital Markets, Financial Analysis, Information Technology, Systems Analysis
Education
Kyiv National University of Construction and Architecture 1986 — 1992
Bachelor’s Degree, Civil Engineering
Citi, Private Bank July 2011 - Present
Citi, Commercial Market Group June 2003 - July 2011
Standard Chartered Bank June 2000 - January 2003
Original Designs/Famor, Inc. June 1998 - June 2000
Graff-Pay-Per-View, Inc January 1996 - June 1998
Skills
VBA for Access, SQL, Microsoft Excel, Microsoft Office, PowerPoint, Business Analysis, Banking, Commercial Banking, Process Improvement, Financial Services, Financial Reporting, Loans, Databases, Risk Management, Software Development, Finance, Portfolio Management, Credit, Financial Risk, Credit Risk, SDLC, Capital Markets, Financial Analysis, Information Technology, Systems Analysis
Education
Kyiv National University of Construction and Architecture 1986 — 1992
Bachelor’s Degree, Civil Engineering
Omar Chyou, MBA, AWMA®'s Citi Private Bank Experience October 2002 - June 2009
Job SVP | Wealth Management Advisor at The Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
The Private Client Reserve of U.S. Bank April 2012 - Present
Wells Fargo Private Bank October 2009 - February 2012
Citi Private Bank October 2002 - June 2009
UBS July 2002 - October 2002
Goldman Sachs October 2000 - February 2002
Wells Fargo Private Bank April 1998 - October 2000
Wells Fargo January 1996 - April 1998
Skills
Series 7, Series 66, Life & Health Agent, Investments, Capital Markets, Derivatives, Hedging, Brokerage, Retirement, Cash Management, Wealth Management..., Alternative Investments, Investment Strategies, Private Banking, Investment Advisory, Finance, Uniform Combined State..., Portfolio Management, Mortgage Lending, Financial Services, Credit, Loans, Insurance, Financial Advisory, Banking, Asset Management, Mutual Funds
Education
IE Business School 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, Santa Cruz 2006 — 2007
Certificate, Personal Financial Planning
Stanford University 1991 — 1996
Bachelor's Degree, AB, Economics
The Private Client Reserve of U.S. Bank April 2012 - Present
Wells Fargo Private Bank October 2009 - February 2012
Citi Private Bank October 2002 - June 2009
UBS July 2002 - October 2002
Goldman Sachs October 2000 - February 2002
Wells Fargo Private Bank April 1998 - October 2000
Wells Fargo January 1996 - April 1998
Skills
Series 7, Series 66, Life & Health Agent, Investments, Capital Markets, Derivatives, Hedging, Brokerage, Retirement, Cash Management, Wealth Management..., Alternative Investments, Investment Strategies, Private Banking, Investment Advisory, Finance, Uniform Combined State..., Portfolio Management, Mortgage Lending, Financial Services, Credit, Loans, Insurance, Financial Advisory, Banking, Asset Management, Mutual Funds
Education
IE Business School 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, Santa Cruz 2006 — 2007
Certificate, Personal Financial Planning
Stanford University 1991 — 1996
Bachelor's Degree, AB, Economics
Shannon Canady's Citi Private Bank Experience January 2010 - August 2011
Job SVP Head, LATAM Investment Counselors, Affluent & High Net Worth Segments at Citi Wealth Management Latin America
Industry Financial Services
Experience
Citi Wealth Management - Latin America August 2011 - Present
Citi Private Bank January 2010 - August 2011
Citi Private Bank January 2009 - December 2009
Citi Private Bank August 2007 - January 2009
Citigroup Private Bank September 2006 - August 2007
Citigroup Private Bank February 2005 - September 2006
Self-employed October 2002 - September 2003
Broadvision Inc. January 2002 - September 2002
Broadvision Inc. December 1999 - January 2002
Anritsu July 1998 - December 1999
Skills
Financial Services, Portfolio Management
Education
Thunderbird School of Global Management 2003 — 2004
MBA
Gardner-Webb University 1989 — 1993
BS
Escuela Internacional Sampedrana 1977 — 1989
High School
Citi Wealth Management - Latin America August 2011 - Present
Citi Private Bank January 2010 - August 2011
Citi Private Bank January 2009 - December 2009
Citi Private Bank August 2007 - January 2009
Citigroup Private Bank September 2006 - August 2007
Citigroup Private Bank February 2005 - September 2006
Self-employed October 2002 - September 2003
Broadvision Inc. January 2002 - September 2002
Broadvision Inc. December 1999 - January 2002
Anritsu July 1998 - December 1999
Skills
Financial Services, Portfolio Management
Education
Thunderbird School of Global Management 2003 — 2004
MBA
Gardner-Webb University 1989 — 1993
BS
Escuela Internacional Sampedrana 1977 — 1989
High School
Jennifer Knapp's Citi Private Bank Experience June 2014 - Present
Job
Industry Banking
Experience
Citi Private Bank June 2014 - Present
Citi Private Bank February 2012 - June 2014
Sherbrooke Properties LLC June 2006 - February 2012
Precision Systems Inc. September 2003 - October 2009
Ion Optics, Inc. September 1995 - May 2003
Fletcher Spaght Inc. February 1990 - September 1995
Regis McKenna September 1988 - January 1990
Hewlett Packard June 1983 - June 1986
Skills
Cost Analysis, Cost Reduction, Customer Relations, Negotiation, Contract Negotiation, Strategic Planning, Sales, Cost Benefit, Strategy, Analysis, Program Management, Management, Start-ups, Customer Service, Marketing Strategy, Operations Management, Product Management
Education
Harvard Business School 1986 — 1988
MBA
Cornell University 1979 — 1983
BSEE
Citi Private Bank June 2014 - Present
Citi Private Bank February 2012 - June 2014
Sherbrooke Properties LLC June 2006 - February 2012
Precision Systems Inc. September 2003 - October 2009
Ion Optics, Inc. September 1995 - May 2003
Fletcher Spaght Inc. February 1990 - September 1995
Regis McKenna September 1988 - January 1990
Hewlett Packard June 1983 - June 1986
Skills
Cost Analysis, Cost Reduction, Customer Relations, Negotiation, Contract Negotiation, Strategic Planning, Sales, Cost Benefit, Strategy, Analysis, Program Management, Management, Start-ups, Customer Service, Marketing Strategy, Operations Management, Product Management
Education
Harvard Business School 1986 — 1988
MBA
Cornell University 1979 — 1983
BSEE
Rahul Maurya, CFA's Citi Private Bank Experience July 2008 - June 2012
Job
Industry Financial Services
Experience
Bank of America September 2015 - Present
Citi Markets July 2012 - September 2015
Citi Private Bank July 2008 - June 2012
Apple Inc May 2007 - July 2007
Delmia 1998 - 2006
Skills
Portfolio Optimization, Factor Models, Fundamental Research, Derivatives, Capital Markets, Analysis, Analytics, Financial Services
Education
Penn State University 2006 — 2008
MBA, Finance
Indian Institute of Technology, Delhi 1994 — 1998
B.Tech., Mechanical Engineering
St. Joseph's Academy
Bank of America September 2015 - Present
Citi Markets July 2012 - September 2015
Citi Private Bank July 2008 - June 2012
Apple Inc May 2007 - July 2007
Delmia 1998 - 2006
Skills
Portfolio Optimization, Factor Models, Fundamental Research, Derivatives, Capital Markets, Analysis, Analytics, Financial Services
Education
Penn State University 2006 — 2008
MBA, Finance
Indian Institute of Technology, Delhi 1994 — 1998
B.Tech., Mechanical Engineering
St. Joseph's Academy
James Southward's Citi Private Bank Experience 1993 - Present
Job Snr Technical Specialist at Citi Private Bank
Industry Financial Services
Experience
Citigroup 1998 - Present
Citi Private Bank 1993 - Present
Citicorp 1993 - 1998
Citibank Private Bank 1993 - 1998
Citibank 1987 - 1992
Skills
Ab Initio, Trillium, Wintel Development, Oracle, Data Warehousing, SQL, Software Project..., Business Analysis, Vendor Management, SDLC, Business Intelligence, Enterprise Architecture, Requirements Gathering, Visio, Requirements Analysis, Integration, Outsourcing, IT Strategy, Project Management, Agile Methodologies, Software Development, PMO, Solution Architecture, Unix, Financial Services, IT Management, Business Process..., Disaster Recovery, PMP, Governance, Program Management, Business Process, SharePoint, IT Service Management, Project Delivery, ITIL, SOA, Information Technology, Cloud Computing, Business Requirements
Education
University of Hartford 1991 — 1992
MBA, International Business & Marketing
Imperial College London 1982 — 1987
BSc(Eng), Computing Science
Westminster School 1978 — 1982
Citigroup 1998 - Present
Citi Private Bank 1993 - Present
Citicorp 1993 - 1998
Citibank Private Bank 1993 - 1998
Citibank 1987 - 1992
Skills
Ab Initio, Trillium, Wintel Development, Oracle, Data Warehousing, SQL, Software Project..., Business Analysis, Vendor Management, SDLC, Business Intelligence, Enterprise Architecture, Requirements Gathering, Visio, Requirements Analysis, Integration, Outsourcing, IT Strategy, Project Management, Agile Methodologies, Software Development, PMO, Solution Architecture, Unix, Financial Services, IT Management, Business Process..., Disaster Recovery, PMP, Governance, Program Management, Business Process, SharePoint, IT Service Management, Project Delivery, ITIL, SOA, Information Technology, Cloud Computing, Business Requirements
Education
University of Hartford 1991 — 1992
MBA, International Business & Marketing
Imperial College London 1982 — 1987
BSc(Eng), Computing Science
Westminster School 1978 — 1982
Barbara Cepero's Citi Private Bank Experience July 2006 - Present
Job Citi Private Bank
Industry Banking
Experience
Citi Private Bank July 2006 - Present
Education
Florida International University
Bachelor's Degree
Citi Private Bank July 2006 - Present
Education
Florida International University
Bachelor's Degree
Casey Baritz's Citi Private Bank Experience July 2009 - Present
Job Assistant Vice President, Global Marketing at Citi Private Bank
Industry Marketing and Advertising
Experience
Citi Private Bank July 2009 - Present
Citi Private Bank September 2007 - July 2009
Citi Private Bank January 2006 - September 2007
Citi Private Bank November 2003 - January 2006
Skills
Event Planning, Negotiation, Marketing, Relationship Management, Financial Services, Strategy, Budgets, Newsletters, Integrated Marketing, Event Management
Education
Cornell University 1999 — 2003
BS, Hotel Administration
Horace Mann
Citi Private Bank July 2009 - Present
Citi Private Bank September 2007 - July 2009
Citi Private Bank January 2006 - September 2007
Citi Private Bank November 2003 - January 2006
Skills
Event Planning, Negotiation, Marketing, Relationship Management, Financial Services, Strategy, Budgets, Newsletters, Integrated Marketing, Event Management
Education
Cornell University 1999 — 2003
BS, Hotel Administration
Horace Mann
Jeffrey Locke's Citi Private Bank Experience September 2010 - Present
Job Director, Citi Private Bank Alternative Investments/Real Estate Private Equity
Industry Real Estate
Experience
Citi Private Bank September 2010 - Present
PRP Real Estate Investors July 2007 - October 2010
Jones Lang LaSalle July 2005 - July 2007
Skills
Private Equity, Real Estate, Commercial Real Estate, Capital Raising, Valuation
Education
Dartmouth College 1999 — 2003
Bachelor of Arts (B.A.), Economics
Citi Private Bank September 2010 - Present
PRP Real Estate Investors July 2007 - October 2010
Jones Lang LaSalle July 2005 - July 2007
Skills
Private Equity, Real Estate, Commercial Real Estate, Capital Raising, Valuation
Education
Dartmouth College 1999 — 2003
Bachelor of Arts (B.A.), Economics
Claudine Loi's Citi Private Bank Experience January 2003 - February 2012
Job Garden & Co
Industry Professional Training & Coaching
Experience
Garden & Co March 2012 - Present
Citi Private Bank January 2003 - February 2012
J.P. Morgan October 1991 - December 2002
Skills
Capital Markets, Hedge Funds, Equities, Alternative Investments, Fixed Income, Investments, Private Banking, Private Equity, Derivatives, Wealth Management, Asset Managment, Emerging Markets, Financial Markets, Business Development, Due Diligence, Strategic Partnerships, Mergers & Acquisitions, Asset Management
Education
ESCP Europe 1989 — 1991
Finance
University of California, Berkeley 1985 — 1989
BA, Computer Science
Lycee Claude Monet 1978 — 1985
Baccalaureat, Math and Physics
Garden & Co March 2012 - Present
Citi Private Bank January 2003 - February 2012
J.P. Morgan October 1991 - December 2002
Skills
Capital Markets, Hedge Funds, Equities, Alternative Investments, Fixed Income, Investments, Private Banking, Private Equity, Derivatives, Wealth Management, Asset Managment, Emerging Markets, Financial Markets, Business Development, Due Diligence, Strategic Partnerships, Mergers & Acquisitions, Asset Management
Education
ESCP Europe 1989 — 1991
Finance
University of California, Berkeley 1985 — 1989
BA, Computer Science
Lycee Claude Monet 1978 — 1985
Baccalaureat, Math and Physics
Ness Okonkwo's Citi Private Bank Experience 2005 - 2010
Job Director at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
Morgan Stanley 2010 - 2012
Citi Private Bank 2005 - 2010
Education
Harvard Business School 1999 — 2001
MBA
University of California, Los Angeles 1992 — 1995
BA, International Economics
Merrill Lynch 2012 - Present
Morgan Stanley 2010 - 2012
Citi Private Bank 2005 - 2010
Education
Harvard Business School 1999 — 2001
MBA
University of California, Los Angeles 1992 — 1995
BA, International Economics
Andrea Halili's Citi Private Bank Experience February 2003 - Present
Job Vice President at Citi Private Bank
Industry Banking
Experience
Citi Private Bank February 2003 - Present
Education
Ekonomická univerzita v Bratislave 1997 — 2002
Citi Private Bank February 2003 - Present
Education
Ekonomická univerzita v Bratislave 1997 — 2002
Helio Prado's Citi Private Bank Experience July 2007 - Present
Job Client Account Officer at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank July 2007 - Present
Skills
Customer Service
Education
Faculdade de Tecnologia de São Paulo
Bachelor's degree, Computer Technology/Computer Systems Technology
Finance Certificate, University of California, Berkeley Extension
Citi Private Bank July 2007 - Present
Skills
Customer Service
Education
Faculdade de Tecnologia de São Paulo
Bachelor's degree, Computer Technology/Computer Systems Technology
Finance Certificate, University of California, Berkeley Extension
Stacy Devine's Citi Private Bank Experience June 2010 - Present
Job Managing Director, Head of Investments, Midwest and Canada at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank June 2010 - Present
Barclays Wealth September 2008 - March 2010
Lehman Brothers December 2007 - September 2008
Goldman Sachs 2005 - 2007
Deutsche Bank 1999 - 2002
First Analysis 1992 - 1999
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Equities, Fixed Income, Investment Strategies, Wealth Management, Investments, Investment Advisory, Asset Management, Investment Management, Capital Markets, Private Equity, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Finance
Drake University 1984 — 1988
Citi Private Bank June 2010 - Present
Barclays Wealth September 2008 - March 2010
Lehman Brothers December 2007 - September 2008
Goldman Sachs 2005 - 2007
Deutsche Bank 1999 - 2002
First Analysis 1992 - 1999
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Equities, Fixed Income, Investment Strategies, Wealth Management, Investments, Investment Advisory, Asset Management, Investment Management, Capital Markets, Private Equity, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Finance
Drake University 1984 — 1988
Chris Fehmel's Citi Private Bank Experience June 2009 - June 2010
Job Recruitment Team Lead, Client Service & Delivery at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2013 - Present
Citi Investment Research June 2010 - December 2013
Citi Private Bank June 2009 - June 2010
Citi Smith Barney September 2006 - June 2009
Citi Private Bank September 2002 - September 2006
Skills
Recruiting, Talent Management, Bloomberg, Equities, Financial Services, Employee Benefits, Capital Markets, Talent Acquisition, Deferred Compensation, Performance Management, Employee Engagement, Onboarding, Applicant Tracking..., Financial Modeling
Education
Ithaca College 1983 — 1987
Calhoun
Park ave.
Park ave.
Park ave.
BNY Mellon December 2013 - Present
Citi Investment Research June 2010 - December 2013
Citi Private Bank June 2009 - June 2010
Citi Smith Barney September 2006 - June 2009
Citi Private Bank September 2002 - September 2006
Skills
Recruiting, Talent Management, Bloomberg, Equities, Financial Services, Employee Benefits, Capital Markets, Talent Acquisition, Deferred Compensation, Performance Management, Employee Engagement, Onboarding, Applicant Tracking..., Financial Modeling
Education
Ithaca College 1983 — 1987
Calhoun
Park ave.
Park ave.
Park ave.
Diana Moitra, CFA's Citi Private Bank Experience September 2012 - August 2013
Job AVP Currency Management at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
Cambridge Select Inc. April 2014 - September 2014
Citi Private Bank September 2012 - August 2013
Citi Global Markets August 2009 - September 2012
Citi Global Markets June 2007 - August 2009
Citi Global Markets May 2006 - August 2006
Intel Corporation June 2005 - August 2005
Skills
Equities, Trading, Portfolio Management, Derivatives, Capital Markets, Bloomberg, Alternative Investments, Trading Strategies, Fixed Income, Product Development, Product Management, Series 7, Series 63, Series 3, Series 55, Series 66
Education
Cornell University 2003 — 2007
BS, Engineering
State Street September 2014 - Present
Cambridge Select Inc. April 2014 - September 2014
Citi Private Bank September 2012 - August 2013
Citi Global Markets August 2009 - September 2012
Citi Global Markets June 2007 - August 2009
Citi Global Markets May 2006 - August 2006
Intel Corporation June 2005 - August 2005
Skills
Equities, Trading, Portfolio Management, Derivatives, Capital Markets, Bloomberg, Alternative Investments, Trading Strategies, Fixed Income, Product Development, Product Management, Series 7, Series 63, Series 3, Series 55, Series 66
Education
Cornell University 2003 — 2007
BS, Engineering
Carol Gagliano's Citi Private Bank Experience February 2007 - June 2014
Job Associate Portfolio Manager at Webster Private Bank
Industry Banking
Experience
Webster Private Bank July 2014 - Present
Citi Private Bank February 2007 - June 2014
Citicorp Investment Services July 2006 - February 2007
Smith Barney January 2004 - July 2006
Citigroup Private Bank November 2000 - January 2004
Consulting Group - Smith Barney April 1998 - November 2000
Consulting Group - Smith Barney May 1997 - March 1998
Smith Barney January 1993 - January 1997
Skills
Microsoft Excel, Access, PowerPoint, Private Banking, Series 7, Microsoft Word, Banking, Finance, Investments, Portfolio Management, Bloomberg, Fixed Income, Securities, Mutual Funds, Alternative Investments, Asset Allocation, Financial Services
Education
Iona College 1993 — 1997
B.B.A., Bachelor, Business Administration; Finance
Webster Private Bank July 2014 - Present
Citi Private Bank February 2007 - June 2014
Citicorp Investment Services July 2006 - February 2007
Smith Barney January 2004 - July 2006
Citigroup Private Bank November 2000 - January 2004
Consulting Group - Smith Barney April 1998 - November 2000
Consulting Group - Smith Barney May 1997 - March 1998
Smith Barney January 1993 - January 1997
Skills
Microsoft Excel, Access, PowerPoint, Private Banking, Series 7, Microsoft Word, Banking, Finance, Investments, Portfolio Management, Bloomberg, Fixed Income, Securities, Mutual Funds, Alternative Investments, Asset Allocation, Financial Services
Education
Iona College 1993 — 1997
B.B.A., Bachelor, Business Administration; Finance
Patrick Harris's Citi Private Bank Experience January 2005 - October 2007
Job Chief Operating Officer, Wealth Management Americas
Industry Financial Services
Experience
Deutsche Bank December 2009 - Present
Alpha Capital Financial Group, Inc. January 2008 - December 2009
Citi Private Bank January 2005 - October 2007
Goldman, Sachs & Co 1994 - 2005
Davis Polk & Wardwell 1983 - 1994
Skills
Data Management, Securities, AML, M&A experience, Corporate Governance
Education
Harvard Law School 1980 — 1983
Doctor of Law (JD)
Harvard University 1976 — 1980
AB, Social Studies
Deutsche Bank December 2009 - Present
Alpha Capital Financial Group, Inc. January 2008 - December 2009
Citi Private Bank January 2005 - October 2007
Goldman, Sachs & Co 1994 - 2005
Davis Polk & Wardwell 1983 - 1994
Skills
Data Management, Securities, AML, M&A experience, Corporate Governance
Education
Harvard Law School 1980 — 1983
Doctor of Law (JD)
Harvard University 1976 — 1980
AB, Social Studies
Michael Stachura's Citi Private Bank Experience November 1987 - Present
Job Managing Director at Citi Private Bank
Industry Banking
Experience
Citi Private Bank November 1987 - Present
Education
Iowa State University - College of Business 1979 — 1982
Citi Private Bank November 1987 - Present
Education
Iowa State University - College of Business 1979 — 1982
Mckenzie, Craig's Citi Private Bank Experience 2007 - Present
Job Banker Associate at Citi
Industry Banking
Experience
Citi April 2007 - Present
Citi Private Bank 2007 - Present
Education
Coppin State University 1990 — 2000
BS, Math
The Johns Hopkins University
Citi April 2007 - Present
Citi Private Bank 2007 - Present
Education
Coppin State University 1990 — 2000
BS, Math
The Johns Hopkins University
Marco Abbruzzese's Citi Private Bank Experience 2001 - 2007
Job Senior Regional ManagerWashington & Alaska at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo May 2009 - Present
Wells Fargo June 2007 - May 2009
Citi Private Bank 2001 - 2007
Ulysses Capital Management April 1999 - December 2000
The Chase Manhattan Private Bank September 1989 - March 1999
Skills
Wealth Management, Portfolio Management, Banking, Investments, Series 7, Credit, Private Banking, Commercial Lending, Asset Management, Loans, Commercial Banking, Asset Allocation
Education
Columbia University - School of International and Public Affairs 1987 — 1989
MIA, International Finance/International Political Economy
Lewis and Clark College 1983 — 1987
BA, International Affairs/East Asian Studies
Wells Fargo May 2009 - Present
Wells Fargo June 2007 - May 2009
Citi Private Bank 2001 - 2007
Ulysses Capital Management April 1999 - December 2000
The Chase Manhattan Private Bank September 1989 - March 1999
Skills
Wealth Management, Portfolio Management, Banking, Investments, Series 7, Credit, Private Banking, Commercial Lending, Asset Management, Loans, Commercial Banking, Asset Allocation
Education
Columbia University - School of International and Public Affairs 1987 — 1989
MIA, International Finance/International Political Economy
Lewis and Clark College 1983 — 1987
BA, International Affairs/East Asian Studies
Geoff Swan, CPA/PFS's Citi Private Bank Experience 2000 - 2008
Job Vice President Portfolio Management Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2010 - Present
Citi Private Bank 2000 - 2008
Citibank, FSB 1999 - 2000
Geoffrey M. Swan, CPA 1996 - 1999
First Union National Bank 1996 - 1996
NationsBank 1995 - 1996
NationsBank 1987 - 1995
NationsBank 1984 - 1987
Southeast Bank, N.A. 1980 - 1984
Peat, Marwick, Mitchell & Co. 1978 - 1980
Skills
Portfolio Management, Banking, Due Diligence, Credit, Capital Markets, Wealth Management, Investments, Asset Management, Finance, Loans, Negotiation, Financial Services, Credit Analysis, Commercial Banking, Securities, Mergers & Acquisitions, Private Equity, Treasury Management, Credit Underwriting, Credit Approval, Commercial Lending
Education
Florida State University 1976 — 1978
B.S., Accounting
Bank of America Merrill Lynch October 2010 - Present
Citi Private Bank 2000 - 2008
Citibank, FSB 1999 - 2000
Geoffrey M. Swan, CPA 1996 - 1999
First Union National Bank 1996 - 1996
NationsBank 1995 - 1996
NationsBank 1987 - 1995
NationsBank 1984 - 1987
Southeast Bank, N.A. 1980 - 1984
Peat, Marwick, Mitchell & Co. 1978 - 1980
Skills
Portfolio Management, Banking, Due Diligence, Credit, Capital Markets, Wealth Management, Investments, Asset Management, Finance, Loans, Negotiation, Financial Services, Credit Analysis, Commercial Banking, Securities, Mergers & Acquisitions, Private Equity, Treasury Management, Credit Underwriting, Credit Approval, Commercial Lending
Education
Florida State University 1976 — 1978
B.S., Accounting
Amanpreet Vijan's Citi Private Bank Experience 2011 - May 2012
Job VP, Early Stage Banking, SVB
Industry Banking
Experience
Silicon Valley Bank August 2012 - Present
Citi Private Bank 2011 - May 2012
Citi Private Bank 2008 - 2011
Citibank, N.A. 2002 - 2007
Skills
Private Banking, Series 7 and 66 Licensed, AML, Bank Secrecy Act, Loans, Consumer Lending, Credit, Retail Banking, Commercial Banking, OFAC, USA PATRIOT Act, Wealth Management, Portfolio Management, Mutual Funds, Finance
Education
Symbiosis Institute of Management Studies 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Delhi University
Bachelor of Commerce (Honors), Finance, General
Silicon Valley Bank August 2012 - Present
Citi Private Bank 2011 - May 2012
Citi Private Bank 2008 - 2011
Citibank, N.A. 2002 - 2007
Skills
Private Banking, Series 7 and 66 Licensed, AML, Bank Secrecy Act, Loans, Consumer Lending, Credit, Retail Banking, Commercial Banking, OFAC, USA PATRIOT Act, Wealth Management, Portfolio Management, Mutual Funds, Finance
Education
Symbiosis Institute of Management Studies 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Delhi University
Bachelor of Commerce (Honors), Finance, General
Larissa Grinvalds's Citi Private Bank Experience 2004 - Present
Job AVP at Citi Global Managed Investments
Industry Financial Services
Experience
Citi Private Bank 2004 - Present
Education
Fordham University
Citi Private Bank 2004 - Present
Education
Fordham University
Sonya Williams's Citi Private Bank Experience June 2012 - June 2013
Job Human Resources Business Partner at Air France Industries KLM Engineering & Maintenance
Industry Human Resources
Experience
Air France June 2013 - Present
Citi Private Bank June 2012 - June 2013
Citi Private Bank June 2011 - 2013
MSC Industrial Supply August 2010 - June 2011
South Nassau Communities Hospital June 2010 - August 2010
South Nassau Communities Hospital June 2009 - June 2010
Hofstra University 2008 - 2009
Hartwick College August 2005 - May 2008
Skills
Human Resources, Recruiting, Performance Management, Interviews, New Hire Orientations, Training, HRIS, PeopleSoft, Outlook, SPSS, Applicant Tracking..., Payroll, Onboarding, Talent Management, Organizational..., Personnel Management, Employee Relations, Deferred Compensation
Education
Hofstra University 2008 — 2010
MA, Industrial/Organizational Psychology
Air France June 2013 - Present
Citi Private Bank June 2012 - June 2013
Citi Private Bank June 2011 - 2013
MSC Industrial Supply August 2010 - June 2011
South Nassau Communities Hospital June 2010 - August 2010
South Nassau Communities Hospital June 2009 - June 2010
Hofstra University 2008 - 2009
Hartwick College August 2005 - May 2008
Skills
Human Resources, Recruiting, Performance Management, Interviews, New Hire Orientations, Training, HRIS, PeopleSoft, Outlook, SPSS, Applicant Tracking..., Payroll, Onboarding, Talent Management, Organizational..., Personnel Management, Employee Relations, Deferred Compensation
Education
Hofstra University 2008 — 2010
MA, Industrial/Organizational Psychology
Scott Spilkevitz's Citi Private Bank Experience March 2013 - Present
Job Director at Citi Private Bank
Industry Capital Markets
Experience
Citi Private Bank March 2013 - Present
Citi Capital Advisor April 2010 - March 2013
Friedman, Billings, Ramsey & Co. March 2009 - April 2010
Citi Alternative Investments August 2007 - December 2008
Citigroup Global Markets Inc. May 2005 - August 2007
HD Brous & Co April 1997 - March 2005
Education
Fordham Gabelli School of Business 1992 — 1996
MBA, Finace
The George Washington University 1986 — 1990
BA, Sociology
john glenn high school 1983 — 1986
Citi Private Bank March 2013 - Present
Citi Capital Advisor April 2010 - March 2013
Friedman, Billings, Ramsey & Co. March 2009 - April 2010
Citi Alternative Investments August 2007 - December 2008
Citigroup Global Markets Inc. May 2005 - August 2007
HD Brous & Co April 1997 - March 2005
Education
Fordham Gabelli School of Business 1992 — 1996
MBA, Finace
The George Washington University 1986 — 1990
BA, Sociology
john glenn high school 1983 — 1986
Hsuan Wang, CISP's Citi Private Bank Experience August 2007 - July 2011
Job VP, Senior Trust Officer at Chevy Chase Trust
Industry Financial Services
Experience
Chevy Chase Trust June 2012 - Present
Merrill Lynch July 2011 - June 2012
Citi Private Bank August 2007 - July 2011
Banc of America Investment Services July 2006 - August 2007
Bank of America August 2003 - July 2006
Bank of America January 2001 - August 2003
Skills
Training, Banking, Management, Customer Service, Sales, Sales Management, Wealth Management, Risk Management, Coaching, Credit, Microsoft Excel, Cross Selling, Financial Services, Microsoft Word, Finance, Series 63, Asset Allocation, Portfolio Management, Accounting, Asset Management, Equities, Investments, Wealth Management..., Strategic Financial...
Education
Georgetown University 2013 — 2014
Certificate, Financial Planning
University of California, San Diego 1998 — 2003
Bachelor of Science (BS), Chemistry
Chevy Chase Trust June 2012 - Present
Merrill Lynch July 2011 - June 2012
Citi Private Bank August 2007 - July 2011
Banc of America Investment Services July 2006 - August 2007
Bank of America August 2003 - July 2006
Bank of America January 2001 - August 2003
Skills
Training, Banking, Management, Customer Service, Sales, Sales Management, Wealth Management, Risk Management, Coaching, Credit, Microsoft Excel, Cross Selling, Financial Services, Microsoft Word, Finance, Series 63, Asset Allocation, Portfolio Management, Accounting, Asset Management, Equities, Investments, Wealth Management..., Strategic Financial...
Education
Georgetown University 2013 — 2014
Certificate, Financial Planning
University of California, San Diego 1998 — 2003
Bachelor of Science (BS), Chemistry
Kipp Good's Citi Private Bank Experience September 2009 - June 2012
Job Managing Partner at Precision Approach Marketing
Industry Financial Services
Experience
Precision Approach Marketing June 2012 - Present
Citi Private Bank September 2009 - June 2012
Smith Barney March 2006 - September 2009
Dryden Wealth Management January 2002 - January 2006
Prudential Financial June 1990 - January 2002
Merrill Lynch June 1987 - July 1990
Skills
Hedge Funds, Mutual Funds, Private Equity, Investor Relations, Structured Products, Product Development, Alternative Investments, Investments, Separately Managed..., Wealth Management, Asset Management, Asset Managment, Trading, Business Strategy, Investment Banking, Financial Services, Mergers & Acquisitions, Fixed Income, Capital Markets, Strategy, Equities, Business Development, Banking, Financial Advisory, Financial Analysis, Series 63, Portfolio Management, Securities, Series 7, Private Banking, FINRA, Financial Markets, Investment Strategies, Investment Management, Investment Advisory, Wealth Management..., ETFs, Series 24, Commodity, Emerging Markets, Asset Allocation, Strategic Financial..., Fund Of Funds, Bonds, Derivatives, Options, Structured Finance, Financial Structuring, Retirement Planning
Education
Gettysburg College 1983 — 1987
BA, Management
Peddie School 1978 — 1983
Precision Approach Marketing June 2012 - Present
Citi Private Bank September 2009 - June 2012
Smith Barney March 2006 - September 2009
Dryden Wealth Management January 2002 - January 2006
Prudential Financial June 1990 - January 2002
Merrill Lynch June 1987 - July 1990
Skills
Hedge Funds, Mutual Funds, Private Equity, Investor Relations, Structured Products, Product Development, Alternative Investments, Investments, Separately Managed..., Wealth Management, Asset Management, Asset Managment, Trading, Business Strategy, Investment Banking, Financial Services, Mergers & Acquisitions, Fixed Income, Capital Markets, Strategy, Equities, Business Development, Banking, Financial Advisory, Financial Analysis, Series 63, Portfolio Management, Securities, Series 7, Private Banking, FINRA, Financial Markets, Investment Strategies, Investment Management, Investment Advisory, Wealth Management..., ETFs, Series 24, Commodity, Emerging Markets, Asset Allocation, Strategic Financial..., Fund Of Funds, Bonds, Derivatives, Options, Structured Finance, Financial Structuring, Retirement Planning
Education
Gettysburg College 1983 — 1987
BA, Management
Peddie School 1978 — 1983
Frederick Menapace's Citi Private Bank Experience July 2013 - Present
Job VP Mortgage Specialist at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank July 2013 - Present
Morgan Stanley Private Bank June 2010 - January 2013
Morgan Stanley Smith Barney January 2009 - June 2010
Morgan Stanley August 2005 - January 2009
EverBank January 2005 - August 2005
Morgan Stanley January 1999 - January 2005
Merrill Lynch Credit Corporation July 1994 - December 1998
Merrill Lynch Credit Corporation November 1992 - July 1994
Merrill Lynch Credit Corporation December 1991 - November 1992
Merrill Lynch Credit Corporation November 1989 - December 1991
Skills
Private Banking, Business Development, Series 7, Mortgage Lending, Securities Lending, Relationship Management, Sales Management, Wealth Management, Credit, Cash Management, Loans, Banking, Financial Services, Investments, Equities, Commercial Lending, Securities, Leadership, Finance, Strategy
Education
Fordham University
BS, Business
Stamford High School 1978 — 1982
High School Diploma, College Prep
Citi Private Bank July 2013 - Present
Morgan Stanley Private Bank June 2010 - January 2013
Morgan Stanley Smith Barney January 2009 - June 2010
Morgan Stanley August 2005 - January 2009
EverBank January 2005 - August 2005
Morgan Stanley January 1999 - January 2005
Merrill Lynch Credit Corporation July 1994 - December 1998
Merrill Lynch Credit Corporation November 1992 - July 1994
Merrill Lynch Credit Corporation December 1991 - November 1992
Merrill Lynch Credit Corporation November 1989 - December 1991
Skills
Private Banking, Business Development, Series 7, Mortgage Lending, Securities Lending, Relationship Management, Sales Management, Wealth Management, Credit, Cash Management, Loans, Banking, Financial Services, Investments, Equities, Commercial Lending, Securities, Leadership, Finance, Strategy
Education
Fordham University
BS, Business
Stamford High School 1978 — 1982
High School Diploma, College Prep
Brad Matthews's Citi Private Bank Experience 2004 - 2008
Job Founder & CEO at Trizic, Inc
Industry Financial Services
Experience
Trizic, Inc. July 2011 - Present
JP Morgan Private Bank October 2009 - July 2011
Barclays January 2009 - October 2009
Citi Private Bank 2004 - 2008
Bear Stearns August 2003 - September 2004
Skills
Financial Services, Investments, Strategic Financial...
Education
Fordham University
Graduate Studies
University of Arizona
BS, Political Science and Business Administration
Trizic, Inc. July 2011 - Present
JP Morgan Private Bank October 2009 - July 2011
Barclays January 2009 - October 2009
Citi Private Bank 2004 - 2008
Bear Stearns August 2003 - September 2004
Skills
Financial Services, Investments, Strategic Financial...
Education
Fordham University
Graduate Studies
University of Arizona
BS, Political Science and Business Administration
Andrew Eberhart's Citi Private Bank Experience January 2007 - December 2007
Job Chief Investment Officer at HFO
Industry Investment Management
Experience
Heinz Family Office June 2012 - Present
Lazard Freres & Co. March 2010 - June 2012
Marshall Fund December 2007 - April 2010
Citi Private Bank January 2007 - December 2007
US Trust February 2003 - December 2006
Cambridge Associates July 1994 - February 1999
U.S. Navy May 1981 - August 1991
Skills
Investments, Alternative Investments, Hedge Funds, Mutual Funds, Private Equity, Investment Management, Financial Advisory, Asset Management, Asset Allocation, Equities, Capital Markets, Investment Strategies, Fixed Income, Due Diligence
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Cornell University
BA, Economics
Heinz Family Office June 2012 - Present
Lazard Freres & Co. March 2010 - June 2012
Marshall Fund December 2007 - April 2010
Citi Private Bank January 2007 - December 2007
US Trust February 2003 - December 2006
Cambridge Associates July 1994 - February 1999
U.S. Navy May 1981 - August 1991
Skills
Investments, Alternative Investments, Hedge Funds, Mutual Funds, Private Equity, Investment Management, Financial Advisory, Asset Management, Asset Allocation, Equities, Capital Markets, Investment Strategies, Fixed Income, Due Diligence
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Cornell University
BA, Economics
Thomas Yan's Citi Private Bank Experience June 2014 - March 2015
Job AML Compliance at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
Citi Private Bank June 2014 - March 2015
Citi April 2013 - June 2014
FMV Opinions, Inc. March 2012 - April 2013
Citi July 2011 - August 2011
Ernst & Young July 2010 - August 2010
Skills
Valuation, Financial Modeling, Economics, Compliance, AML, KYC, Series 7, Accounting, Business Valuation, Corporate Finance, Financial Analysis, Capital IQ, Market Research, Regulatory Compliance, Project Management, Process Improvement, SAS, SPSS, Eviews, Strategy, Financial Services
Education
New York University
Master of Arts, Economics
Ithaca College
Bachelor of Science, Applied Economics
Brown Brothers Harriman March 2015 - Present
Citi Private Bank June 2014 - March 2015
Citi April 2013 - June 2014
FMV Opinions, Inc. March 2012 - April 2013
Citi July 2011 - August 2011
Ernst & Young July 2010 - August 2010
Skills
Valuation, Financial Modeling, Economics, Compliance, AML, KYC, Series 7, Accounting, Business Valuation, Corporate Finance, Financial Analysis, Capital IQ, Market Research, Regulatory Compliance, Project Management, Process Improvement, SAS, SPSS, Eviews, Strategy, Financial Services
Education
New York University
Master of Arts, Economics
Ithaca College
Bachelor of Science, Applied Economics
Gene Miller's Citi Private Bank Experience February 2012 - August 2013
Job Director of Family Office Services at Westport Resources
Industry Financial Services
Experience
Westport Resources August 2013 - Present
Citi Private Bank February 2012 - August 2013
Galaxy Family Resources, LLC December 2008 - January 2012
GenSpring Family Offices 2006 - 2008
Bank of New York Mellon 1999 - 2006
Shawmut Bank January 1989 - April 1999
Barnett Bank 1984 - 1989
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Wealth Management, Due Diligence, Insurance, Equities, Investment Banking, Private Equity, Fixed Income, Asset Management, High Net Worth..., Private Banking, Investments, Finance, Mutual Funds, Investment Strategies, Loans, Portfolio Management, Risk Management, Investment Management, Securities, Family Office, Strategic Financial..., Financial Services, Wealth Management...
Education
Fairfield University 1967 — 1971
B.S., Marketing
University of Oklahoma
Advanced degree in Commerical Banking
Westport Resources August 2013 - Present
Citi Private Bank February 2012 - August 2013
Galaxy Family Resources, LLC December 2008 - January 2012
GenSpring Family Offices 2006 - 2008
Bank of New York Mellon 1999 - 2006
Shawmut Bank January 1989 - April 1999
Barnett Bank 1984 - 1989
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Wealth Management, Due Diligence, Insurance, Equities, Investment Banking, Private Equity, Fixed Income, Asset Management, High Net Worth..., Private Banking, Investments, Finance, Mutual Funds, Investment Strategies, Loans, Portfolio Management, Risk Management, Investment Management, Securities, Family Office, Strategic Financial..., Financial Services, Wealth Management...
Education
Fairfield University 1967 — 1971
B.S., Marketing
University of Oklahoma
Advanced degree in Commerical Banking
Gail Shimoda-Klassen's Citi Private Bank Experience September 2004 - Present
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank September 2004 - Present
BMO Harris Private Banking June 1984 - September 2004
Skills
Asset Management, Financial Analysis, Leadership, Wealth Management, Strategic Financial..., Credit, Capital Markets, Financial Services, Equities, Accounting, Portfolio Management, Investments
Education
Dalhousie University 2000 — 2004
MBA, financial services
Citi Private Bank September 2004 - Present
BMO Harris Private Banking June 1984 - September 2004
Skills
Asset Management, Financial Analysis, Leadership, Wealth Management, Strategic Financial..., Credit, Capital Markets, Financial Services, Equities, Accounting, Portfolio Management, Investments
Education
Dalhousie University 2000 — 2004
MBA, financial services
Shu Zhang, CFA, CAIA's Citi Private Bank Experience October 2007 - Present
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank October 2007 - Present
UBS Financial Services Inc May 2005 - October 2007
Diversified Investment Advisors January 2001 - May 2005
BARRA RogersCasey January 1997 - December 2000
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Finance
Citi Private Bank October 2007 - Present
UBS Financial Services Inc May 2005 - October 2007
Diversified Investment Advisors January 2001 - May 2005
BARRA RogersCasey January 1997 - December 2000
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Finance
Yvette Rodriguez's Citi Private Bank Experience May 2005 - June 2007
Job Credit Analyst at Itau Private Bank International
Industry Banking
Experience
Itau Private Bank International 2010 - Present
HSBC Private Bank June 2007 - June 2009
Citi Private Bank May 2005 - June 2007
Citi Private Bank March 2003 - May 2005
Citigroup Asset Management January 2000 - January 2002
Skills
Banking, Portfolio Management, Credit, Risk Management, Loans, Finance, Private Banking, Credit Risk, Financial Services, Investments
Education
Florida International University
Liberal Arts Studies
Pontificia Universidad Católica Madre y Maestra 1997 — 2000
Industrial Engineering
Itau Private Bank International 2010 - Present
HSBC Private Bank June 2007 - June 2009
Citi Private Bank May 2005 - June 2007
Citi Private Bank March 2003 - May 2005
Citigroup Asset Management January 2000 - January 2002
Skills
Banking, Portfolio Management, Credit, Risk Management, Loans, Finance, Private Banking, Credit Risk, Financial Services, Investments
Education
Florida International University
Liberal Arts Studies
Pontificia Universidad Católica Madre y Maestra 1997 — 2000
Industrial Engineering
Dana Sperling's Citi Private Bank Experience 2004 - 2007
Job Project Manager, Organizational Development at Citi
Industry Financial Services
Experience
Citi June 2011 - Present
Morgan Stanley Smith Barney 2007 - March 2011
Citi Private Bank 2004 - 2007
UBS Financial Services 2003 - 2004
UBS Financial Services 2002 - 2003
UBS Financial Services 1999 - 2002
Skills
Performance Management, Talent Management, Human Resources, Onboarding, Personnel Management
Education
Columbia University in the City of New York 1997 — 1999
MS, Social Work
Rutgers University-New Brunswick 1993 — 1997
BA, Psychology/Sociology
Citi June 2011 - Present
Morgan Stanley Smith Barney 2007 - March 2011
Citi Private Bank 2004 - 2007
UBS Financial Services 2003 - 2004
UBS Financial Services 2002 - 2003
UBS Financial Services 1999 - 2002
Skills
Performance Management, Talent Management, Human Resources, Onboarding, Personnel Management
Education
Columbia University in the City of New York 1997 — 1999
MS, Social Work
Rutgers University-New Brunswick 1993 — 1997
BA, Psychology/Sociology
Sabrina Huffman's Citi Private Bank Experience Head of Product and Strategy, CPB North America InvestmentsDirectorCiti2004 - Present
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank Head of Product and Strategy, CPB North America InvestmentsDirectorCiti2004 - Present
Citibank, N.A. - Citi Private Bank 2004 - Present
Brown Brothers Harriman July 1995 - July 1999
Merrill Lynch July 1991 - June 1993
Skills
Wealth Management, Fixed Income, Equities, Hedge Funds, Investments, Alternative Investments, Capital Markets, Portfolio Management, Derivatives, Strategy, Private Equity, Financial Services, Securities, Structured Products, Series 7
Education
Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Massachusetts Institute of Technology 1987 — 1991
Bachelor of Science (BS), Management Science
Bethpage High School
Citi Private Bank Head of Product and Strategy, CPB North America InvestmentsDirectorCiti2004 - Present
Citibank, N.A. - Citi Private Bank 2004 - Present
Brown Brothers Harriman July 1995 - July 1999
Merrill Lynch July 1991 - June 1993
Skills
Wealth Management, Fixed Income, Equities, Hedge Funds, Investments, Alternative Investments, Capital Markets, Portfolio Management, Derivatives, Strategy, Private Equity, Financial Services, Securities, Structured Products, Series 7
Education
Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Massachusetts Institute of Technology 1987 — 1991
Bachelor of Science (BS), Management Science
Bethpage High School
Joe Mastronardi's Citi Private Bank Experience January 2013 - Present
Job Portfolio Manager at Citi Investment Management
Industry Financial Services
Experience
Citi Private Bank January 2013 - Present
Citi Private Bank March 2010 - December 2012
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Bloomberg, Fixed Income, Equities, Asset Management, Derivatives, Portfolio Management, Capital Markets, Asset Allocation, Valuation, Investment Management, Investments
Education
Hofstra University 2005 — 2009
BBA, Finance
Citi Private Bank January 2013 - Present
Citi Private Bank March 2010 - December 2012
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Bloomberg, Fixed Income, Equities, Asset Management, Derivatives, Portfolio Management, Capital Markets, Asset Allocation, Valuation, Investment Management, Investments
Education
Hofstra University 2005 — 2009
BBA, Finance
Martha Salas's Citi Private Bank Experience June 2011 - Present
Job Senior Executive Administrative Assistant
Industry Investment Management
Experience
Citi Private Bank June 2011 - Present
LA Luxury Limobus, LLC January 2010 - Present
TriLinc Global June 2006 - January 2008
NBCUniversal, Inc. January 2006 - June 2006
Skills
Superior organizational..., PowerPoint, Event Management, Marketing, Leadership, Management, Event Planning, Human Resources, Customer Service, Microsoft Office, Team Building, Time Management, Portfolio Management, Financial Analysis, Budgets, Sales, Social Networking
Education
East Los Angeles College
Citi Private Bank June 2011 - Present
LA Luxury Limobus, LLC January 2010 - Present
TriLinc Global June 2006 - January 2008
NBCUniversal, Inc. January 2006 - June 2006
Skills
Superior organizational..., PowerPoint, Event Management, Marketing, Leadership, Management, Event Planning, Human Resources, Customer Service, Microsoft Office, Team Building, Time Management, Portfolio Management, Financial Analysis, Budgets, Sales, Social Networking
Education
East Los Angeles College
Donald Harrell's Citi Private Bank Experience June 2009 - November 2009
Job at Congressional FCU
Industry Financial Services
Experience
Congressional Federal Credit Union June 2011 - Present
Capital One Bank - formerly Chevy Chase Bank in the DC Area February 2010 - June 2011
The Citi Private Bank April 2006 - July 2010
Citi Private Bank June 2009 - November 2009
Wachovia Bank NA July 2004 - April 2006
Riggs Bank March 2004 - July 2004
Riggs Bank October 2000 - March 2004
Bombay Furnishings November 1999 - October 2000
Washington National Cathedral October 1997 - August 1999
Skills
Auditing, Personnel Management, Plannning, Morale, Banking, Credit, Retail Banking, Risk Management, Financial Services, Financial Analysis, Cash Management, Commercial Banking, Mortgage Lending, Loans, Customer Service, Commercial Lending, Management, Policy, Financial Risk, Historical Research
Education
North Carolina State University 1985 — 1989
BA, Business Management
Georgia Institute of Technology 1983 — 1985
Congressional Federal Credit Union June 2011 - Present
Capital One Bank - formerly Chevy Chase Bank in the DC Area February 2010 - June 2011
The Citi Private Bank April 2006 - July 2010
Citi Private Bank June 2009 - November 2009
Wachovia Bank NA July 2004 - April 2006
Riggs Bank March 2004 - July 2004
Riggs Bank October 2000 - March 2004
Bombay Furnishings November 1999 - October 2000
Washington National Cathedral October 1997 - August 1999
Skills
Auditing, Personnel Management, Plannning, Morale, Banking, Credit, Retail Banking, Risk Management, Financial Services, Financial Analysis, Cash Management, Commercial Banking, Mortgage Lending, Loans, Customer Service, Commercial Lending, Management, Policy, Financial Risk, Historical Research
Education
North Carolina State University 1985 — 1989
BA, Business Management
Georgia Institute of Technology 1983 — 1985
Carolyn Chan's Citi Private Bank Experience July 2006 - November 2008
Job Private wealth management professional
Industry Banking
Experience
Standard Chartered Private Bank September 2011 - April 2014
RBS Coutts Bank Limited February 2011 - August 2011
Citi Private Bank July 2006 - November 2008
ABN Amro Bank N.V. Investment banking October 2005 - July 2006
Skills
Investment Banking, Banking, Hedge Funds, Capital Markets
Education
HKUST Business School
Master's degree, Investment management
University of California, Los Angeles
Bachelor of Arts (B.A.), International Economics
Standard Chartered Private Bank September 2011 - April 2014
RBS Coutts Bank Limited February 2011 - August 2011
Citi Private Bank July 2006 - November 2008
ABN Amro Bank N.V. Investment banking October 2005 - July 2006
Skills
Investment Banking, Banking, Hedge Funds, Capital Markets
Education
HKUST Business School
Master's degree, Investment management
University of California, Los Angeles
Bachelor of Arts (B.A.), International Economics
Joseph Mingione's Citi Private Bank Experience October 2014 - Present
Job Head of CPB U.S.Banking and Investment Finance Compliance
Industry Banking
Experience
Citi Private Bank October 2014 - Present
Citibank April 2005 - Present
Citi 2005 - 2011
Skills
AML, Financial Risk, Capital Markets, Operational Risk..., Risk Management, Securities, Governance, Enterprise Risk..., Financial Services, Banking, Internal Controls, Credit Risk, Fraud, KYC, Due Diligence, Corporate Governance, Credit
Education
Iona College 1977 — 1981
bba, accounting
Citi Private Bank October 2014 - Present
Citibank April 2005 - Present
Citi 2005 - 2011
Skills
AML, Financial Risk, Capital Markets, Operational Risk..., Risk Management, Securities, Governance, Enterprise Risk..., Financial Services, Banking, Internal Controls, Credit Risk, Fraud, KYC, Due Diligence, Corporate Governance, Credit
Education
Iona College 1977 — 1981
bba, accounting
Gregory Viejo's Citi Private Bank Experience February 2002 - December 2009
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2011 - Present
JP Morgan January 2010 - June 2011
Citi Private Bank February 2002 - December 2009
Merril Lynch March 2000 - February 2002
Bank of America January 1995 - March 2000
Education
Belen
Florida International University - College of Business Administration
BBA
University of Miami - School of Business
MBA
Wells Fargo June 2011 - Present
JP Morgan January 2010 - June 2011
Citi Private Bank February 2002 - December 2009
Merril Lynch March 2000 - February 2002
Bank of America January 1995 - March 2000
Education
Belen
Florida International University - College of Business Administration
BBA
University of Miami - School of Business
MBA
Craig Bowers's Citi Private Bank Experience January 2007 - March 2008
Job PMO/Senior Project Manager
Industry Banking
Experience
Citibank February 2011 - Present
Citi April 2008 - February 2011
Citi Private Bank January 2007 - March 2008
Citigroup Global Transaction Services: Corporate Actions March 2006 - December 2006
Citigroup Private Bank April 2005 - March 2006
Citigroup Private Bank January 2004 - January 2005
Skills
Training, Financial Services, Vendor Management, SDLC, PMO, Banking, Information Technology, Business Analysis, Project Management, Analysis, Risk Management
Education
University of Cambridge 2004 — 2005
Mountbatten Internship Programme, NYC, Certificate of International Business
Edith Cowan University 2000 — 2003
Bachelor of Business, Double Major: Information Systems & Electronic Commerce
Citibank February 2011 - Present
Citi April 2008 - February 2011
Citi Private Bank January 2007 - March 2008
Citigroup Global Transaction Services: Corporate Actions March 2006 - December 2006
Citigroup Private Bank April 2005 - March 2006
Citigroup Private Bank January 2004 - January 2005
Skills
Training, Financial Services, Vendor Management, SDLC, PMO, Banking, Information Technology, Business Analysis, Project Management, Analysis, Risk Management
Education
University of Cambridge 2004 — 2005
Mountbatten Internship Programme, NYC, Certificate of International Business
Edith Cowan University 2000 — 2003
Bachelor of Business, Double Major: Information Systems & Electronic Commerce
Jessica Copenhaver's Citi Private Bank Experience August 2012 - Present
Job Senior Vice President at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank August 2012 - Present
Citi, Investment Banking Division August 2008 - July 2012
Citi, Investment Banking Division May 2007 - August 2007
LeClairRyan January 2004 - August 2006
Eurasia Group January 2001 - December 2003
CH2M HILL January 2001 - December 2001
The White House 2000 - 2001
Skills
Series 7, Series 63, Series 66, Valuation, Financial Modeling, New Business Development, Business Relationship..., Bank Relationship..., Investment Banking, Banking, Uniform Combined State..., Capital Markets, Equities, Mergers & Acquisitions, Private Equity, Finance, Investments
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA, Finance
The George Washington University 2004 — 2006
Bachelor of Business Administration (BBA), Economics and Public Policy
Citi Private Bank August 2012 - Present
Citi, Investment Banking Division August 2008 - July 2012
Citi, Investment Banking Division May 2007 - August 2007
LeClairRyan January 2004 - August 2006
Eurasia Group January 2001 - December 2003
CH2M HILL January 2001 - December 2001
The White House 2000 - 2001
Skills
Series 7, Series 63, Series 66, Valuation, Financial Modeling, New Business Development, Business Relationship..., Bank Relationship..., Investment Banking, Banking, Uniform Combined State..., Capital Markets, Equities, Mergers & Acquisitions, Private Equity, Finance, Investments
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA, Finance
The George Washington University 2004 — 2006
Bachelor of Business Administration (BBA), Economics and Public Policy
Kay Blackwell's Citi Private Bank Experience July 2005 - February 2015
Job Managing Director at MVision Private Equity Advisers
Industry Financial Services
Experience
MVision Private Equity Advisers February 2015 - Present
Hot Bread Kitchen October 2013 - Present
Citi Private Bank July 2005 - February 2015
Skills
Product Management, Portfolio Management, Asset Managment, Private Equity, Asset Management, Alternative Investments, Hedge Funds, Financial Services, Equities, Capital Markets, Private Banking, Wealth Management, Financial Markets, Emerging Markets
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (MSc) Strategic Communications
MVision Private Equity Advisers February 2015 - Present
Hot Bread Kitchen October 2013 - Present
Citi Private Bank July 2005 - February 2015
Skills
Product Management, Portfolio Management, Asset Managment, Private Equity, Asset Management, Alternative Investments, Hedge Funds, Financial Services, Equities, Capital Markets, Private Banking, Wealth Management, Financial Markets, Emerging Markets
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (MSc) Strategic Communications
Kutcher, Matthew's Citi Private Bank Experience December 2002 - March 2009
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2014 - Present
Credit Suisse March 2009 - March 2014
Citi Private Bank December 2002 - March 2009
JP Morgan Private Bank May 1996 - 2002
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Finance, Risk Management, Sales, Equities, Investments, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Capital Markets, Banking, Hedge Funds
Education
University of Miami 2001 — 2003
MBA, Business Administration
Hofstra University 1991 — 1995
BA, Economics
J.P. Morgan March 2014 - Present
Credit Suisse March 2009 - March 2014
Citi Private Bank December 2002 - March 2009
JP Morgan Private Bank May 1996 - 2002
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Finance, Risk Management, Sales, Equities, Investments, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Capital Markets, Banking, Hedge Funds
Education
University of Miami 2001 — 2003
MBA, Business Administration
Hofstra University 1991 — 1995
BA, Economics
Dyonne Wharton's Citi Private Bank Experience July 2000 - March 2011
Job Advisory Specialist, Park Avenue Securities
Industry Financial Services
Experience
Wealth Advisory Group LLC May 2012 - July 2014
AXA Advisors July 2011 - April 2012
Citi Private Bank July 2000 - March 2011
Citi Bank, Rye, NY January 1994 - January 2000
Skills
Financial Services, Series 7, Portfolio Management, Wealth Management, Investments, Banking, Insurance, Mutual Funds, Financial Risk, CRM, Credit, Cash Management, Management, Finance, Leadership, Securities, Retirement Planning, Asset Management, Private Banking, Wealth, Investment Advisory, Analysis, Strategic Financial..., Financial Advisory, Equities, Risk Management, Wealth Management..., Fixed Income, AML, KYC, Compliance
Education
Pace University - Lubin School of Business 2004 — 2006
Certificate of Financial Planning Program
Concordia College 1995 — 1996
Bachelors of Science, Business Administration and Management
Iona College 1991 — 1993
Bachelor's degree, Business Administration and Management, General
Wealth Advisory Group LLC May 2012 - July 2014
AXA Advisors July 2011 - April 2012
Citi Private Bank July 2000 - March 2011
Citi Bank, Rye, NY January 1994 - January 2000
Skills
Financial Services, Series 7, Portfolio Management, Wealth Management, Investments, Banking, Insurance, Mutual Funds, Financial Risk, CRM, Credit, Cash Management, Management, Finance, Leadership, Securities, Retirement Planning, Asset Management, Private Banking, Wealth, Investment Advisory, Analysis, Strategic Financial..., Financial Advisory, Equities, Risk Management, Wealth Management..., Fixed Income, AML, KYC, Compliance
Education
Pace University - Lubin School of Business 2004 — 2006
Certificate of Financial Planning Program
Concordia College 1995 — 1996
Bachelors of Science, Business Administration and Management
Iona College 1991 — 1993
Bachelor's degree, Business Administration and Management, General
Kessell Peter's Citi Private Bank Experience February 2014 - Present
Job Associate Banker
Industry Investment Management
Experience
Citi Private Bank February 2014 - Present
Citi September 2011 - Present
Skills
Financial Services, Financial Analysis, Microsoft Office, Portfolio Management, Valuation, Hedge Funds, Investments, Bloomberg, Capital Markets, Risk Management, Derivatives, High Net Worth..., Asset Management, Business Analysis, Corporate Finance, Analysis, Fixed Income, Equities, Alternative Investments
Education
Drexel University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship
Citi Private Bank February 2014 - Present
Citi September 2011 - Present
Skills
Financial Services, Financial Analysis, Microsoft Office, Portfolio Management, Valuation, Hedge Funds, Investments, Bloomberg, Capital Markets, Risk Management, Derivatives, High Net Worth..., Asset Management, Business Analysis, Corporate Finance, Analysis, Fixed Income, Equities, Alternative Investments
Education
Drexel University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship
Brian Bandler's Citi Private Bank Experience Fiduciary Manager/Wealth AdvisorJ.P. MorganJune 2000 - July 2010
Job Wealth Advisor at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank Fiduciary Manager/Wealth AdvisorJ.P. MorganJune 2000 - July 2010
Skills
Estate Planning, Investment Advisory, Wealth Management..., Management Consulting, Portfolio Management, Wealth Management, Private Equity, Investments, Series 7, Strategic Financial..., Alternative Investments
Education
New York University School of Law 1991 — 1992
Master of Laws (LL.M.), Taxation
Fordham University School of Law 1985 — 1988
Doctor of Law (J.D.), Taxation
Dartmouth College 1981 — 1985
Bachelor's degree, Economics
Citi Private Bank Fiduciary Manager/Wealth AdvisorJ.P. MorganJune 2000 - July 2010
Skills
Estate Planning, Investment Advisory, Wealth Management..., Management Consulting, Portfolio Management, Wealth Management, Private Equity, Investments, Series 7, Strategic Financial..., Alternative Investments
Education
New York University School of Law 1991 — 1992
Master of Laws (LL.M.), Taxation
Fordham University School of Law 1985 — 1988
Doctor of Law (J.D.), Taxation
Dartmouth College 1981 — 1985
Bachelor's degree, Economics
Mammadov Tim's Citi Private Bank Experience June 2011 - Present
Job Vice President at Citi Private Bank
Industry Banking
Experience
Citi Private Bank June 2011 - Present
Deutsche Bank October 2006 - June 2011
Gurman Wealth Management October 2005 - October 2006
Skills
Banking, Loans, Credit, Portfolio Management, Commercial Lending, Financial Analysis, Capital Markets, Mortgage Lending, Alternative Investments, Investment Advisory, Private Equity
Education
University of Maryland University College 2006 — 2008
Bachelor of Science (B.S.), Finance
Indiana University-Purdue University at Indianapolis 2001 — 2002
Non-Degree Program, Finance, General
Citi Private Bank June 2011 - Present
Deutsche Bank October 2006 - June 2011
Gurman Wealth Management October 2005 - October 2006
Skills
Banking, Loans, Credit, Portfolio Management, Commercial Lending, Financial Analysis, Capital Markets, Mortgage Lending, Alternative Investments, Investment Advisory, Private Equity
Education
University of Maryland University College 2006 — 2008
Bachelor of Science (B.S.), Finance
Indiana University-Purdue University at Indianapolis 2001 — 2002
Non-Degree Program, Finance, General
Shiloh Rony's Citi Private Bank Experience January 2006 - January 2008
Job
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Credit Suisse AG January 2008 - July 2009
Citi Private Bank January 2006 - January 2008
JP Morgan Private Bank January 2002 - January 2005
Education
Florida International University 2009 — 2011
MA
University of San Diego School of Law 2000 — 2001
LL.M (Candidate)
University of Buckingham Law School 1998 — 2000
LL.B
Merrill Lynch October 2010 - Present
Credit Suisse AG January 2008 - July 2009
Citi Private Bank January 2006 - January 2008
JP Morgan Private Bank January 2002 - January 2005
Education
Florida International University 2009 — 2011
MA
University of San Diego School of Law 2000 — 2001
LL.M (Candidate)
University of Buckingham Law School 1998 — 2000
LL.B
Ajay Badlani's Citi Private Bank Experience 2003 - 2011
Job Chief Investment Officer at CYMI
Industry Investment Management
Experience
CYMI February 2011 - Present
Citi Private Bank 2003 - 2011
Skills
Asset Allocation, Financial Modeling, Asset Managment, Investments, Wealth Management, Hedge Funds, Equities, Capital Markets, Portfolio Management, Investment Banking, Asset Management, Fixed Income, Investment Strategies, Alternative Investments, Bloomberg, Emerging Markets, Financial Markets, Private Equity, Equity Valuation, Derivatives, Valuation, Investment Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1998 — 1999
Master of Business Administration (MBA)
University of California, San Diego 1989 — 1992
Master of Science (MS), Chemical Engineering
Indian Institute of Technology, Roorkee 1985 — 1988
Bachelors of Engineering, Chemical Engineering
CYMI February 2011 - Present
Citi Private Bank 2003 - 2011
Skills
Asset Allocation, Financial Modeling, Asset Managment, Investments, Wealth Management, Hedge Funds, Equities, Capital Markets, Portfolio Management, Investment Banking, Asset Management, Fixed Income, Investment Strategies, Alternative Investments, Bloomberg, Emerging Markets, Financial Markets, Private Equity, Equity Valuation, Derivatives, Valuation, Investment Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1998 — 1999
Master of Business Administration (MBA)
University of California, San Diego 1989 — 1992
Master of Science (MS), Chemical Engineering
Indian Institute of Technology, Roorkee 1985 — 1988
Bachelors of Engineering, Chemical Engineering
Carol S Shobe's Citi Private Bank Experience May 1999 - Present
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank May 1999 - Present
Education
Florida International University 1985 — 1987
Master's degree, International Business
Citi Private Bank May 1999 - Present
Education
Florida International University 1985 — 1987
Master's degree, International Business
Peter Rockefeller's Citi Private Bank Experience 2001 - 2003
Job Managing Director at G2 Investment Group
Industry Investment Management
Experience
G2 Investment Group 2012 - Present
Berkshire Capital Securities LLC 2005 - 2012
Citi Private Bank 2001 - 2003
Donalddson, Lufkin & Jenrette 1993 - 2001
Skills
Hedge Funds, Mergers & Acquisitions, Private Equity, Valuation, Alternative Investments, Investment Banking, Capital Markets, Asset Management, Corporate Finance
Education
Dartmouth College
Bachelor of Arts (BA)
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
G2 Investment Group 2012 - Present
Berkshire Capital Securities LLC 2005 - 2012
Citi Private Bank 2001 - 2003
Donalddson, Lufkin & Jenrette 1993 - 2001
Skills
Hedge Funds, Mergers & Acquisitions, Private Equity, Valuation, Alternative Investments, Investment Banking, Capital Markets, Asset Management, Corporate Finance
Education
Dartmouth College
Bachelor of Arts (BA)
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Philip A Johanson's Citi Private Bank Experience January 2002 - Present
Job Director / Senior Portfolio Manager at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank January 2002 - Present
Smith Barney Asset Management May 1996 - December 2001
Shearson Equity Management April 1987 - April 1996
Skills
Asset Allocation, Portfolio Management, Fixed Income, Equities, Hedge Funds, Asset Management, Investments, Bloomberg, Wealth Management, Capital Markets, Mutual Funds, Financial Markets, Equity Research, Investment Management, Bonds
Education
Iona College 1986 — 1990
Master of Business Administration (M.B.A.), Finance, General
State University of New York at Albany 1982 — 1986
Bachelor of Science (B.S.), Economics
Mamaroneck High School 1978 — 1982
New York State Regents Diploma
Citi Private Bank January 2002 - Present
Smith Barney Asset Management May 1996 - December 2001
Shearson Equity Management April 1987 - April 1996
Skills
Asset Allocation, Portfolio Management, Fixed Income, Equities, Hedge Funds, Asset Management, Investments, Bloomberg, Wealth Management, Capital Markets, Mutual Funds, Financial Markets, Equity Research, Investment Management, Bonds
Education
Iona College 1986 — 1990
Master of Business Administration (M.B.A.), Finance, General
State University of New York at Albany 1982 — 1986
Bachelor of Science (B.S.), Economics
Mamaroneck High School 1978 — 1982
New York State Regents Diploma