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
Eric Sinclair Eric Sinclair Washington D.C. Metro Area Details
Eric Sinclair's Citi Private Bank Experience July 2013 - Present
Job Supervisory Principal at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   July 2013 - Present
Citi Private Bank   February 2012 - June 2013
Northwestern Mutual  May 2009 - February 2012
Northwestern Mutual Financial Network  July 2008 - December 2008
Merrill Lynch  July 2007 - December 2007
John Hancock U.S. Corporate Real Estate   2006 - 2007

Skills
Investments, Series 7, Equities, Alternative Investments, Mutual Funds, Financial Services, Finance, Securities, Series 24, FINRA, Hedge Funds, Private Equity, Private Banking, Wealth Management

Education
Northeastern University
Bachelor of Science, Finance & Insurance, Management

Tara L. Fontaine Tara L. Fontaine Greater Philadelphia Area Details
Tara L. Fontaine's Citi Private Bank Experience 2010 - 2011
Job Executive Assistant at Kravco Company LLC
Industry Real Estate
Experience
Kravco Company LLC  June 2011 - Present
Citi Private Bank   2010 - 2011
Wachovia Wealth Management  2007 - 2010
ARAMARK  March 2003 - September 2007

Skills
Office Management, Event Management, Outlook, Administrative..., Event Planning, Social Media, Process Scheduler, Relocation, Office Administration, Travel Arrangements, Sellers, Notary Public, Leases, Calendaring, Project Management, Contract Negotiation, Public Relations, Management, Onboarding, Human Resources, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel

Education
University of Phoenix   2003 — 2005
Business Administration, Management and Operations

Lansdale School of Business   1997 — 1999

Omeed Mahoobi Omeed Mahoobi Greater New York City Area Details
Omeed Mahoobi's Citi Private Bank Experience May 2015 - Present
Job Investment Analyst at Citi Private Bank
Industry Higher Education
Experience
Citi Private Bank   May 2015 - Present
New York County District Attorney's Office  November 2014 - May 2015
Qualcomm  September 2013 - December 2013
Qualcomm  May 2012 - August 2013
New York County District Attorney's Office  January 2012 - June 2012

Skills
Troubleshooting, Customer Service, Process Improvement, Project Management, Cross-functional Team..., Data Analysis, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel

Education
New York University   2010 — 2014
Bachelor's Degree, Economics, Philosophy

Mariana Amaral Lomenso Mariana Amaral Lomenso Fort Lauderdale, Florida Details
Mariana Amaral Lomenso's Citi Private Bank Experience August 2007 - July 2011
Job Banking Professional
Industry Banking
Experience
Safra National Bank of New York  August 2011 - August 2014
Citi Private Bank   August 2007 - July 2011
Banco do Brasil  April 2005 - August 2007

Skills
Fluent in Portuguese..., Proficient in Spanish, Licenses: Series 7 and..., Private Banking, Banking, Corporate Finance, Fixed Income, Equities

Education
New York University   2007 — 2007

Penn State University   2000 — 2004
Bachelor of Science (B.S.)

Stephen (Steve) Zimmer Stephen (Steve) Zimmer Greater Chicago Area Details
Stephen (Steve) Zimmer's Citi Private Bank Experience July 2007 - October 2009
Job Senior Vice President Wealth Management Assisting wealthy families access and coordinate comprehensive asset management
Industry Financial Services
Experience
Northern Trust Asset Management  June 2012 - Present
J.P. Morgan   January 2010 - June 2012
Citi Private Bank   July 2007 - October 2009
US Trust Private Bank   January 1997 - June 2007

Skills
Investments, Portfolio Management, Asset Managment, Wealth Management, Alternative Investments, Series 7, Private Banking, Equities, Series 63

Education
Chicago Kent School of Law   1992 — 1995
JD

Marquette University   1988 — 1992
BS, Finance

Alter High School   1984 — 1988

Joseph Dinolfo, CRCM Joseph Dinolfo, CRCM Charlotte, North Carolina Area Details
Joseph Dinolfo, CRCM's Citi Private Bank Experience April 2014 - December 2014
Job Senior Audit Leader Regulatory Compliance at Wells Fargo
Industry Banking
Experience
Wells Fargo  April 2015 - Present
Quontic Bank  December 2014 - April 2015
Citi Private Bank   April 2014 - December 2014
UNFCU  June 2010 - April 2014
Fidessa  September 2008 - June 2010
Carver Federal Savings Bank  September 2008 - September 2009
American Home Mortgage  September 2005 - July 2007
Nationstar Mortgage  May 2005 - September 2005

Skills
Banking, Mortgage Lending, Consumer Lending, Financial Risk, Credit, Risk Management, Mortgage Underwriting, Quality Assurance, Mortgage Compliance, Project Management, Quality Control, Secondary Mortgage..., Retail Banking, FHA financing, Financial Reporting, Mortgage Banking, Regulatory Compliance, Compliance Management, Management, Loans

Education
State University of New York at New Paltz
Bachelor of Arts (B.A.)

J. Peter Barbara J. Peter Barbara Greater Los Angeles Area Details
J. Peter Barbara's Citi Private Bank Experience November 1990 - August 2009
Job Senior Vice President, Manager, Private Client Services
Industry Financial Services
Experience
City National Bank  October 2014 - Present
Wells Fargo Private Bank  August 2009 - October 2014
Citi Private Bank   November 1990 - August 2009
Citigroup Asset Managememt   May 2005 - May 2006

Skills
Sales Management, Wealth Management, Portfolio Management, Investments, Alternative Investments, Series 7, Asset Management, Banking, Fixed Income, Asset Allocation, Equities, Hedge Funds, Private Banking, Estate Planning, Asset Managment, Real Estate Lending, Secured Financing, Philanthropy, Investment Brokerage, Structured Finance, Life Insurance, Municipal Bonds, Retirement Planning

Education
Pace University - Lubin School of Business   1986 — 1991
Bachelor of Business Administration (B.B.A.), Marketing

Andrew Longman Andrew Longman Washington D.C. Metro Area Details
Andrew Longman's Citi Private Bank Experience December 2013 - Present
Job Associate Banker at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   December 2013 - Present
Citi  October 2012 - December 2013
Merrill Lynch  January 2011 - September 2012
Bank of America  August 2009 - January 2011
Bank of America  January 2008 - August 2009
Bank of America  December 2006 - January 2008

Skills
Series 7, Series 66, Retirement Planning, Wealth Management, Asset Allocation, 401k Rollovers, Separately Managed..., Investment Strategies, Mutual Funds, Finance, Financial Services, Loans, Relationship Management, Uniform Combined State..., Portfolio Management

Education
Pepperdine University   2002 — 2006
B.A., Economics

Vijayant Bhatnagar Vijayant Bhatnagar Berkeley, California Details
Vijayant Bhatnagar's Citi Private Bank Experience January 2011 - May 2014
Job MBA Candidate at UC Berkeley, Haas School of Business
Industry Management Consulting
Experience
Cisco Systems Inc.  May 2015 - August 2015
Citi Private Bank   January 2011 - May 2014
Citigroup  August 2010 - December 2010
Citigroup  July 2008 - July 2010
Citi Personal Wealth Management  July 2008 - October 2009
Morgan Stanley Smith Barney  July 2009 - August 2009
Rutgers University - WINLAB   August 2006 - June 2008
Rutgers University  October 2007 - April 2008
Barclays Capital  June 2007 - August 2007
Tata Consultancy Services  July 2004 - August 2006

Education
University of California, Berkeley, Haas School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

Rutgers, The State University of New Jersey-New Brunswick   2006 — 2008
MS, Computer Engineering

National Institute of Technology Rourkela   2000 — 2004
B.Tech (with Hons), Electronics and Instrumentation Engineering

Pankaj Nath Pankaj Nath Greater Seattle Area Details
Pankaj Nath's Citi Private Bank Experience June 2007 - February 2009
Job VP/Relationship Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  May 2009 - Present
Wing Luke Asian Museum  October 2011 - December 2013
Citi Private Bank   June 2007 - February 2009
Bank of America  November 2003 - June 2007
Bank of America (formerly Seafirst Bank)   1990 - 2007

Education
Pacific Lutheran University   1988 — 1990
mba, MIS/Finance

EDI

St. Xaviers
Commerce

Xianbin Zhao Xianbin Zhao San Francisco Bay Area Details
Xianbin Zhao's Citi Private Bank Experience January 2015 - Present
Job Associate and Client Account Officer at Citi Private Bank
Industry International Trade and Development
Experience
Citi Private Bank   January 2015 - Present
TeaMee, LLC   July 2014 - Present
Wells Fargo Bank, N.A.   November 2014 - January 2015
Wells Fargo Bank, N.A.   April 2013 - November 2014
ChinaSF  March 2013 - January 2014
Volvo Car Corporation  January 2013 - February 2013
Chinese Student and Scholar Association of University of San Francisco   January 2012 - December 2012
University of San Francisco - Office of Development   July 2010 - December 2012
University of San Francisco  April 2012 - September 2012
University of San Francisco  July 2010 - September 2012

Skills
Fluent in written and..., Advanced knowledge of..., Advanced knowledge of..., Advanced knowledge of..., PowerPoint, Excel, Mandarin, Word, Research, Microsoft Excel, Microsoft Word, Non-profits, Social Networking, Microsoft Office, Dreamweaver, Dedicated Professional, Time Management, Public Relations, Fundraising, Marketing, Leadership, Access, Data Analysis, Management, Customer Service, Recruiting, Event Planning

Education
Stanford University   2012 — 2012
Bachelor's degree, Business Administration and Management, General, 3.4

University of San Francisco   2009 — 2012
Bachelor, International Business, Asian Studies, 3.65

Christian Unified School   2007 — 2009
High School, 4.20

Joseph Cothron Joseph Cothron Greater New York City Area Details
Joseph Cothron's Citi Private Bank Experience July 1998 - June 2011
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  August 2011 - Present
Citi Private Bank   July 1998 - June 2011
Central Carolina Bank  July 1992 - July 1996

Skills
Capital Markets, Derivatives, Hedging, Options, Investments, Structured Products, Structured Finance, Fixed Income, Swaps, Alternative Investments, Banking, CDS, Credit, Credit Derivatives, Equities, Hedge Funds, Interest Rate Swaps, Investment Banking, Loans, Rates, Portfolio Management, Financial Markets

Education
The University of Texas at Austin - Red McCombs School of Business   1996 — 1998
MBA, Finance

North Carolina State University   1988 — 1992
BA, Finance and Economics

Kristy Perugorria Kristy Perugorria New York, New York Details
Kristy Perugorria's Citi Private Bank Experience April 2012 - Present
Job Sr. Sales Associate at Citi
Industry Financial Services
Experience
Citi Private Bank   April 2012 - Present
Bank of America  October 2011 - February 2012
Municipal Credit Union  May 2009 - October 2011

Skills
Relationship Management, Credit, Banking, Fixed Income, Residential Mortgages, Mortgage Lending, Mortgage Banking, Mortgage Servicing, Credit Analysis, Retail Banking, Portfolio Management

Education
Miami Dade College

Tom Gould Tom Gould Greater Chicago Area Details
Tom Gould's Citi Private Bank Experience September 2005 - Present
Job
Industry Financial Services
Experience
Citi Private Bank   September 2005 - Present

Skills
Options, Equities, Trading, Series 7, Proprietary Trading, Trading Systems, Electronic Trading, Derivatives, Investments, Commodity, Fixed Income, Hedge Funds, Equity Trading, Alternative Investments, Securities, Portfolio Management, Financial Markets, Risk Management, Bonds, Asset Managment, Investment Strategies, Asset Management

Education
Lake Forest Graduate School of Management   1994 — 1997
MBA, Finance

Marquette University   1977 — 1981
Bachelor of Arts, American History, Economics

Carmel High School   1973 — 1977
High School Diploma, College Prep

Mike Bianco Mike Bianco Miami/Fort Lauderdale Area Details
Mike Bianco's Citi Private Bank Experience February 2010 - June 2015
Job Regional Supervisory Principal Latin American Division at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   February 2010 - June 2015
Citigroup Private Bank  February 2001 - May 2009
Westmark Mortgage Corporation   January 1999 - January 2001
Citibank Consumer Bank Division   February 1995 - December 1998
Citibank  January 1993 - January 1995

Skills
Series 7, Financial Services, Risk Management, Training, Wealth Management, Retail Banking, Banking, Portfolio Management, Credit, Relationship Management, Financial Risk, Private Banking

Education
University of Virginia   1992 — 1994
CBA Graduate Degree, Consumer's Banking Assoc - Retail Banking

Providence College   1971 — 1975
B.S., Business Management

Joan Aristei Joan Aristei Greater New York City Area Details
Joan Aristei's Citi Private Bank Experience October 2010 - May 2014
Job Vice President Enterprise Risk, Compliance and Legal Counsel at Progreso Financiero
Industry Banking
Experience
Progreso Financiero  May 2014 - Present
Citi Private Bank   October 2010 - May 2014
JPMorgan Chase  February 2003 - July 2010
Toyota Financial Services  December 1996 - January 2003
Nissan Motor Acceptance Corporation  June 1995 - December 1996
Kelley Drye & Warren LLP  September 1994 - June 1995

Education
Loyola Law School, Loyola Marymount University   1990 — 1994
J.D.

UCLA Anderson School of Management   1984 — 1986
M.B.A., Finance/Accounting

University of California, San Diego   1978 — 1982
B.A., Chemisty/French Literature

Paul Duval, CISSP Paul Duval, CISSP Greater New York City Area Details
Paul Duval, CISSP's Citi Private Bank Experience 2007 - 2008
Job Manager, Security Technology Compliance at KPMG US
Industry Computer & Network Security
Experience
KPMG US  May 2015 - Present
Prevalent Inc.  May 2008 - May 2015
Citi Private Bank   2007 - 2008
Citigroup Technology Infrastructure  2005 - 2007
Siemens Shared Services, LLC  2001 - 2005
Four Seasons Hotel, New York  October 2000 - December 2001

Skills
SOX, Security, CISSP, Compliance, PCI DSS, HIPAA, Internal Controls, Risk Management, Audit, Risk Assessment, Information Security..., ISO 27001, Risk, Auditing, Governance, Information Security..., Policy, Security Awareness, Security Audits, Network Security, Vulnerability Management, Corporate Governance, COBIT, Enterprise Risk..., Information Security

Education
Skidmore College   1987 — 1991
B.A., English

The Pingry School   1984 — 1987

Tej Bindra Tej Bindra San Francisco, California Details
Tej Bindra's Citi Private Bank Experience May 2011 - November 2014
Job Client Success Manager at Doximity
Industry Financial Services
Experience
Doximity  February 2015 - Present
Citi Private Bank   May 2011 - November 2014
BNY Mellon  May 2010 - May 2011
US Trust  June 2007 - May 2010

Skills
Portfolio Management, Wealth Management, Investments, Banking, Financial Services, Securities, Investment Management, Asset Allocation, Credit, Series 7, Relationship Management, Private Banking, Series 63, Fixed Income, Investment Strategies, client services, Client Relations

Education
Smith College   2003 — 2007
B.A., Government, Economics

Brian Perri Brian Perri Greater New York City Area Details
Brian Perri's Citi Private Bank Experience December 2003 - August 2005
Job Organizational Effectiveness & Change Management at AIG
Industry Financial Services
Experience
AIG  July 2014 - Present
New York University Student Health Center  September 2005 - July 2014
The New School Client Consulting Group Projects   September 2009 - January 2012
Citi Private Bank   December 2003 - August 2005
Citi Private Bank   April 2002 - August 2005
Oppenheimer & Co.   December 2000 - October 2001
TruCom   April 2000 - December 2000
Sands Brothers & Co., LTD   April 1998 - April 2000
Wells Fargo (formerly CoreStates Bank)   August 1995 - April 1998

Skills
Business Analysis, Management, Financial Services, Banking, Change Management, Organizational..., Organizational Design, Leadership Development, Microsoft Office, Data Analysis, Project Management, Quality Management, Business Development, Entrepreneurship, Leadership, Social Networking, Strategic Planning, Customer Service, Healthcare, Higher Education, Appreciative Inquiry, Workshop Facilitation, Series 7, Management Consulting, Marketing, Training

Education
The New School   2009 — 2012
Master's Degree, MS in Organizational Change Management

New York University   2003 — 2008
Bachelor's Degree, BA - Political Science

Bradley Wyndowe Bradley Wyndowe Greater New York City Area Details
Bradley Wyndowe's Citi Private Bank Experience October 2010 - Present
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   October 2010 - Present
Citigroup  January 2010 - March 2011
Citigroup Capital Markets  October 2008 - December 2009
Citigroup Capital Markets  March 2001 - April 2008
Citigroup Private Bank  August 1997 - March 2001
RBC Capital Markets  1995 - 1997

Skills
Fixed Income, Bloomberg, Structured Products, Bonds, Derivatives, Emerging Markets, Hedge Funds, Investments, Portfolio Management, Private Banking, ABS, Finance, High Yield, Capital Markets, Swaps, Securities, Trading, Equities

Education
McMaster University   1990 — 1994
Bachelor of Arts, Economics and Politial Science

CFA Institute
Level II, CFA (chartered financial analyst)

Rich Canales Rich Canales Greater New York City Area Details
Rich Canales's Citi Private Bank Experience March 2007 - July 2010
Job Compliance Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial  March 2011 - Present
Citi Private Bank   March 2007 - July 2010
Citi Private Bank   September 2006 - March 2007
Citi Private Bank   May 2005 - September 2006
Merrill Lynch  August 2003 - April 2005
ICAP  February 2002 - August 2003
Merrill Lynch  April 2000 - February 2002
Merrill Lynch  December 1997 - March 2000
Merrill Lynch  July 1996 - November 1997
Merrill Lynch  June 1992 - January 1996

Skills
Brokerage, Asset Managment, Wealth Management, Compliance, Financial Services, Banking, Investments, Series 53 - Municipal..., Series 24 - General..., Series 7 - General..., Series 63 - Uniform...

Education
Rutgers University-New Brunswick   1992 — 1996
Bachelor of Science, Finance

Anar Shah Anar Shah New York, New York Details
Anar Shah's Citi Private Bank Experience August 2012 - Present
Job Vice President/ Alternative Investment Sales at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank   August 2012 - Present
Citi Private Bank   June 2010 - August 2012
WaterStreet Investment Consultants  October 2006 - March 2008
Citigroup  August 2004 - February 2006
Morgan Stanely  2000 - 2004
Invesco Ltd.  November 1997 - July 2000

Skills
Strategy, Business Development, Wealth Management, Alternative Investments, Market Research, Investments, Hedge Funds, Mutual Funds, Asset Managment, Portfolio Management, Valuation, Asset Management, Investment Management, Financial Services, Series 7, Equities

Education
Louisiana State University   1992 — 1997
Finance, Business

Dewey Tieu Dewey Tieu San Francisco Bay Area Details
Dewey Tieu's Citi Private Bank Experience 2012 - Present
Job Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank   2012 - Present
Orion Capital Group   2011 - 2012
Citibank  2009 - 2011
Paychex  2007 - 2009

Skills
Private Banking, Investments, Industry Research, Financial Analysis, Business Valuation, Corporate Finance, Market Research, New Business Development, Alternative Investments, Valuation, Commercial Banking

Education
Santa Clara University - Leavey School of Business   2011 — 2013
Master of Business Administration, Finance

University of Illinois at Chicago
Bachelor of Science, Marketing and Management

Inge Serpe Inge Serpe Greater Chicago Area Details
Inge Serpe's Citi Private Bank Experience January 2007 - July 2008
Job Derivatives Clearing Consultant
Industry Financial Services
Experience
Derivatives Clearing Consultant   May 2014 - Present
Allstate Investments, LLC  April 2009 - Present
Citi Private Bank   January 2007 - July 2008
Citi Private Bank   May 2005 - January 2007
JP Morgan  1991 - 2004
First Chicago  1986 - 1991
First Chicago Capital Markets  1986 - 1990
Amoco Marine Transportation   1978 - 1983

Skills
Derivatives, Risk Management, Financial Risk, Credit Risk, FX Options, Middle Office, Financial Services, Credit, Portfolio Management, Analysis, Finance, Trading, Process Improvement, Financial Reporting, Strategy, Management

Education
Northwestern University - Kellogg School of Management   1980 — 1983
Organizational Behavior Studies

Kareem Boyce Kareem Boyce Greater New York City Area Details
Kareem Boyce's Citi Private Bank Experience June 2011 - Present
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   June 2011 - Present
Citibank  November 2006 - July 2011
New York Life Insurance Company  July 2007 - March 2008
Citibank  March 2004 - November 2006
JPMorgan Chase  June 2002 - February 2003
JPMorgan Chase  December 2000 - June 2002
JPMorgan Chase  December 1999 - December 2000

Education
LIU Post   1996 — 2000

Imaan Riaz Imaan Riaz Saratoga Springs, New York Details
Imaan Riaz's Citi Private Bank Experience July 2013 - August 2013
Job Gallery Associate at Sean Kelly Gallery
Industry
Experience
Sean Kelly Gallery  July 2015 - Present
The Francis Young Tang Teaching Museum and Art Gallery   September 2014 - Present
Sotheby's  June 2014 - August 2014
Francis Young Tang Teaching Museum and Art Gallery   December 2013 - May 2014
Citi Private Bank   July 2013 - August 2013
Christie's  July 2013 - July 2013
Breese Little Art Gallery   June 2012 - July 2012
Marrakech Biennale   June 2011 - July 2011

Skills
Research, Client Relations Skills, Art History, Business Strategy, Arts Administration, Marketing

Education
Skidmore College   2011 — 2015
Bachelor of Science (B.S.), Major: Management and Business Minor: Art History

American School in London   2007 — 2011

Natalie March Natalie March New York, New York Details
Natalie March's Citi Private Bank Experience October 2006 - October 2012
Job Director, Office of the CEO, Willis
Industry Financial Services
Experience
Willis  January 2013 - Present
Terra Firma Capital Partners  October 2012 - December 2012
Citi Private Bank   October 2006 - October 2012

Skills
Insurance, Financial Services, Financial Risk, Customer Service, Microsoft Office, Budgets, Marketing Communications, Executive..., Marketing

Education
Royal Holloway, University of London   2002 — 2006
BA (Hons), French & Management

Nils Vidal Nils Vidal Washington D.C. Metro Area Details
Nils Vidal's Citi Private Bank Experience June 2011 - July 2014
Job Vice President | Relationship Manager at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management  July 2014 - Present
Citi Private Bank   June 2011 - July 2014
SunTrust Bank  June 2010 - June 2011
Wachovia Bank  December 2005 - June 2010

Education
Penn State University   2000 — 2004

Helen Zhou Helen Zhou San Francisco Bay Area Details
Helen Zhou's Citi Private Bank Experience September 2004 - June 2007
Job Senior Vice President, Managing Director at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   July 2012 - Present
Wells Fargo Private Bank  June 2007 - July 2012
Citi Private Bank   September 2004 - June 2007
Merrill Lynch  2002 - September 2004

Skills
Banking, Investments, Credit, Investment Management, Wealth Management, Private Banking, Hedge Funds, Equities, Portfolio Management, Asset Managment, Private Equity, Series 7, Retirement Planning, Fixed Income, Investment Advisory, Finance, Risk Management, Alternative Investments, Investment Strategies, Loans, Securities, Strategy, High Net Worth..., Asset Management, Asset Allocation, Insurance, Wealth Management...

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2006 — 2008
EMBA, Leadership, Managing Org. Behavior/Change

Donald T. Regan School of Advanced Financial Management   2003 — 2003
Certified Financial Manager

University of California, San Diego   2000 — 2003
BA, Economics

Alejandro Cáceres Alejandro Cáceres New York, New York Details
Alejandro Cáceres's Citi Private Bank Experience July 2000 - July 2008
Job Managing Director & Exclusive Consultant en NetPlus Capital
Industry Financial Services
Experience
NetPlus Capital   January 2014 - November 2014
Cohen S.A. Sociedad de Bolsa   July 2013 - December 2013
AC  January 2011 - June 2013
Banco Itaú  April 2010 - December 2010
Julius Baer  August 2008 - January 2010
Citi Private Bank   July 2000 - July 2008
Banco Galicia Banca Privada   October 1991 - July 2000
Fundación de Investigaciones para el Desarrollo (FIDE)   January 1989 - October 1991

Skills
Private Banking, Banking, Investments, Derivatives, Wealth Management

Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'   1982 — 1989
Licenciado en Economía, Económicas

Colegio Cardenal Newman   1970 — 1981
Bachiller

Megan Knurr Megan Knurr Greater New York City Area Details
Megan Knurr's Citi Private Bank Experience September 2014 - Present
Job Vice President & Wealth Planner at Citi Private Bank
Industry Legal Services
Experience
Citi Private Bank   September 2014 - Present
The Goldman Sachs Trust Company, NA   August 2006 - September 2014
W.O.M.E.N. In America   2012 - 2013

Education
Michigan State University College of Law   2003 — 2006
JD

Boston University School of Management   1999 — 2003
BS, Management

Cranbrook Kingswood Academy

Mark Hasenauer Mark Hasenauer Greater Philadelphia Area Details
Mark Hasenauer's Citi Private Bank Experience August 2010 - February 2012
Job High Net Worth Planner at TD Private Client Wealth
Industry Financial Services
Experience
TD Wealth Management  September 2015 - Present
PNC Wealth Management  January 2012 - September 2015
Citi Private Bank   August 2010 - February 2012
Wachovia, A Wells Fargo Company  September 2006 - August 2010
Legacy Advisors  April 2003 - September 2006
Montgomery, McCracken, Walker & Rhoads, LLP   January 2000 - April 2003
Mattioni, Ltd  January 1997 - January 2000

Skills
Portfolio Management, Estate Planning, High Net Worth..., Wealth Management, Strategic Financial..., Banking, Risk Management, Investments, Retirement Planning, Wealth Management..., Asset Management, Mutual Funds, Investment Advisory

Education
Villanova University School of Law
LLM (Taxation), Taxation

Widener University School of Law
JD

Rutgers University
BS, Accounting

Eric Kirste, CFP®, CIMA®, AIF® Eric Kirste, CFP®, CIMA®, AIF® Northbrook, Illinois Details
Eric Kirste, CFP®, CIMA®, AIF®'s Citi Private Bank Experience November 2005 - February 2011
Job Director of Business Development
Industry Investment Management
Experience
IRON Financial LLC  March 2011 - Present
Citi Private Bank   November 2005 - February 2011
NatCity Investments / National City Bank (now PNC Financial Services Group)   May 2003 - November 2005
AXA Advisors and an independent advisor   January 2001 - May 2003
Successful Financial Solutions   1998 - 1999

Skills
Alternative Investments, Fixed Income, Mutual Funds, Private Equity, Hedge Funds, Asset Managment, Credit, Asset Allocation, Investment Advisory, Private Banking, Wealth Management, Series 66, Series 7, Uniform Combined State..., Series 63, Investments, Asset Management, Investment Strategies, Investment Management, Retirement Planning

Education
The University of Chicago Booth School of Business   2013 — 2013
Investment Management Education Program

Northwestern University   2003 — 2004
Professional Financial Planning Program

Miami University   1997 — 2001
Bachelor of Science in Business

John Hersey High School   1993 — 1997
High School Diploma

Joseph Cothron Joseph Cothron United States Details
Joseph Cothron's Citi Private Bank Experience 1998 - 2010
Job
Industry
Experience
Citi Private Bank   1998 - 2010

Education
The University of Texas at Austin - Red McCombs School of Business   1996 — 1998
MBA, Finance

North Carolina State University   1988 — 1992
BA, Economics and Bus. Mgmt

Robert Blais Robert Blais Greater Seattle Area Details
Robert Blais's Citi Private Bank Experience September 2010 - Present
Job CEO at Pando Capital, LLC
Industry Financial Services
Experience
Pando Capital, LLC   2014 - Present
Citi Private Bank   September 2010 - Present
Goldman Sachs  March 2001 - September 2010
Gores & Blais, PLLC   1993 - 2001
Bogle & Gates  1980 - 1993

Skills
Wealth Management, Estate Planning, Wealth Management..., Equities, Private Equity, Fly fishing

Education
University of Notre Dame Law School   1977 — 1980
JD, Law

Michigan State University   1974 — 1977
BA, Business Administration

Gilberto Rey Rivera Gilberto Rey Rivera Chicago, Illinois Details
Gilberto Rey Rivera's Citi Private Bank Experience August 2013 - August 2014
Job .
Industry Marketing and Advertising
Experience
Freelancer Gilberto Rey Rivera   January 2012 - Present
Citi Private Bank   August 2013 - August 2014
Ansira  November 2012 - April 2013
Wirtz Beverage Group  September 2012 - November 2012
Wirtz Beverage Group  March 2012 - August 2012
Wrigley  June 2011 - August 2011
ALDI Stores  May 2010 - July 2010
New Style Hair Salon   August 2008 - December 2009
MetLife  May 2009 - August 2009
Northern Illinois University  August 2008 - December 2008

Skills
Marketing Strategy, Online Marketing, Competitive Analysis, Consultative Sales..., Adobe Creative Suite, CSS3, HTML5, Wireframes, Rapid Prototyping, Wordpress, Software Prototyping, Customer Service, Social Media Marketing, Training, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Keynote, Event Planning, Marketing, Sales, Social Media, Management, Public Speaking, Social Networking

Education
St. Mary’s University, Twickenham   2013 — 2014
Master of Business Administration (M.B.A.), International Business

Northern Illinois University   2006 — 2011
Bachelor's Degree, Marketing

St.Benedict High School

Alexis Urena Alexis Urena Bellerose, New York Details
Alexis Urena's Citi Private Bank Experience January 2014 - May 2015
Job Client Service Representative at Prepaid Ventures, LTD. / NexisCard
Industry
Experience
Prepaid Ventures, LTD. / NexisCard   February 2015 - Present
CITI, Private Bank  January 2014 - May 2015
OTG Management  July 2011 - January 2014

Skills
Ability to work on..., Strong organizational..., Strong desire to..., Microsoft Office Suite,..., Competent, patient, and..., Active listening and..., Takes Initiative, Flexible and able to..., Fluent in Spanish

Education
Queensborough Community College   2010 — 2013
Business Administration and Management, General

Leslie Hume Leslie Hume United States Details
Leslie Hume's Citi Private Bank Experience March 1998 - Present
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   March 1998 - Present

Education
Sam Houston State University

Brian Dunne Brian Dunne Greater New York City Area Details
Brian Dunne's Citi Private Bank Experience July 2012 - Present
Job Client Account Officer Team Lead at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   July 2012 - Present
CITIBANK NORTH AMERICA  March 2009 - June 2012
FRR RECOVERY   August 2008 - April 2009

Skills
Banking, Retail Banking, Compliance, KYC, Due Diligence, Direct Sales, Internal Audit, Management, CRM, Financial Risk, Finance, Credit, Financial Analysis, Mortgage Lending, Investments, Risk Management

Education
Farmingdale State University
B.S, Business Management and Technology; Concentration in Finance.

Nassau Community College
A.S, Liberal Arts; Concentration in Economics

Jasmin Morales Jasmin Morales Greater New York City Area Details
Jasmin Morales's Citi Private Bank Experience April 2013 - September 2013
Job Recruitment Coordinator Allegis Global Solutions for American Express
Industry Human Resources
Experience
American Express  February 2014 - Present
Citi Private Bank   April 2013 - September 2013
JPMorgan Chase  September 2011 - April 2013
Target  September 2010 - September 2011
The Britto Agency  January 2011 - April 2011

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Facebook, Customer Service, Social Media, Spanish, Photoshop, Research, QuickBooks, Teamwork, Mac OS X, Editing, Team Leadership, Human Resources, Marketing, OS X

Education
Penn State University   2006 — 2010
Bachelor's Degree, Media Studies Law and Policy

School of the Future   2001 — 2006
Diploma, NA

Danny Manoukian Danny Manoukian San Francisco Bay Area Details
Danny Manoukian's Citi Private Bank Experience September 2006 - June 2007
Job Applications Sales Manager at Oracle
Industry Information Technology and Services
Experience
Oracle  December 2014 - Present
Oracle  November 2013 - Present
Oracle  December 2012 - October 2013
Oracle  July 2011 - December 2012
QuinStreet  October 2009 - July 2011
Giraux Ltd   June 2007 - September 2009
Citi Private Bank   September 2006 - June 2007

Skills
Lead Generation, Business Development, CRM, Management, Sales, Business Intelligence, Online Advertising, Oracle, Online Marketing, Marketing, Security, Databases, E-commerce, Management Consulting, Sales Management, Strategic Partnerships, Customer Acquisition, New Business Development, Social Media, Web Marketing, SaaS, Marketing Strategy, Product Management, Strategy, Affiliate Marketing, Email Marketing, Solution Selling, Account Management, Digital Marketing, Mobile Marketing, Negotiation, Customer-focused, Strategic Planning, Analytics, Web Analytics, Business Strategy, PPC

Education
San Francisco State University   2002 — 2005
Bachelor's Degree, Political Science

University of California at Davis   1998 — 2002
Bachelor of Arts (B.A.), Managerial Economics

Adele Christine Florendo Adele Christine Florendo Greater Los Angeles Area Details
Adele Christine Florendo's Citi Private Bank Experience April 2007 - August 2010
Job Associate Vice President
Industry Banking
Experience
Bessemer Trust  August 2010 - Present
Citi Private Bank   April 2007 - August 2010
Citibank  April 2003 - April 2007
Legend Diamonds   October 2001 - April 2003
Export & Industry Bank   June 1999 - June 2001

Skills
Wealth Management, Private Banking, Series 7, Series 63, Banking, Hedge Funds, Asset Management, Securities, Financial Modeling, Mutual Funds, Financial Analysis, Equities, Corporate Finance, Alternative Investments, Management, Relationship Management

Education
Alliance Francaise de Los Angeles   2010 — 2012
French

Pepperdine University, The George L. Graziadio School of Business and Management   2007 — 2009
MBA, Finance

University of the Philippines   1994 — 1998
BS, BUSINESS ADMNISTRATION

Carlton Light Carlton Light Greater New York City Area Details
Carlton Light's Citi Private Bank Experience September 2007 - Present
Job Vice President at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   September 2007 - Present
Citi Private Bank   February 2007 - September 2007

Skills
Series 7, Series 66, Alternative Investments, Capital Markets, Credit, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Wealth Management, Asset Management, Banking, Equities, Uniform Combined State...

Education
Seton Hall University School of Law   2003 — 2006
JD, Law

Seton Hall University   1998 — 2002
BS, Sports Management

Shannon Chan Shannon Chan San Francisco Bay Area Details
Shannon Chan's Citi Private Bank Experience May 2014 - August 2014
Job Data Scientist at Nitrous.IO
Industry Information Technology and Services
Experience
Nitrous.IO   January 2015 - Present
Drive.SG   August 2014 - October 2014
Citi Private Bank   May 2014 - August 2014
EY  May 2013 - August 2013
Citicorp Investment Bank  October 2012 - December 2012
Goh Hwee Cheng Pte Ltd (C.P.A)   May 2012 - August 2012

Skills
Data Analysis, Python, Web Scraping, Process Automation, Microsoft Excel, Visual Basic, Marketing Analytics, Financial Modeling, NumPy, R, Django, Financial Analysis, Financial Accounting, Analysis, Finance, Entrepreneurship, Financial Reporting, Accounting, Auditing, External Audit, Internal Audit, Microsoft Office, PowerPoint

Education
National University of Singapore   2011 — 2014
Bachelor's Degree, Accountancy, Finance

Warsaw School of Economics   2013 — 2014
Bachelor's Degree, Accounting and Finance

Victoria Junior College   2007 — 2009

Victoria Integrated Programme   2005 — 2006

Dunman High School   2003 — 2004

Stanford University   2015 — 2015
Bachelor's Degree, Technopreneurship

Justin Matarazzo Justin Matarazzo Chicago, Illinois Details
Justin Matarazzo's Citi Private Bank Experience June 2008 - Present
Job Investment Associate at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank   June 2008 - Present

Skills
Equities, Bloomberg, Capital Markets, Financial Analysis, Valuation, Derivatives, Series 7, Investments, Mutual Funds, Asset Management, Private Equity, Series 63, Securities, Risk Management

Education
Northwestern University - Kellogg School of Management   2014 — 2016
Master of Business Administration (MBA)

Penn State University   2004 — 2008
Bachelor of Science (B.S.), Finance, General

John J. McGuinness lll John J. McGuinness lll Greater New York City Area Details
John J. McGuinness lll's Citi Private Bank Experience June 2010 - Present
Job Managing Director at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   June 2010 - Present
U.S. Trust, Bank of America Private Wealth Management   May 2003 - June 2010
PNC Advisors  March 2002 - April 2003
The Bank of New York  November 1989 - February 2002
Putnam Trust Company   1996 - 2000
Merrill Lynch Business Financial Services  October 1984 - November 1989

Education
Providence College
Bachelor of Arts (B.A.), Humanities

Alison Tomlinson Alison Tomlinson Greater Denver Area Details
Alison Tomlinson's Citi Private Bank Experience May 2014 - Present
Job Director, Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   May 2014 - Present
FactSet Research Systems  July 2012 - May 2014
StreetAccount   February 2007 - July 2012
Citigroup Global Markets  June 1998 - August 2006
Wessels, Arnold & Henderson   May 1996 - June 1998
Dain Bosworth, Inc.   May 1995 - May 1996
Capital Planning, Inc   May 1993 - May 1995

Skills
Equity Research, Equities, Portfolio Management, Capital Markets, Investments, Options, Hedge Funds, ETFs, Investment Banking, Mergers & Acquisitions, Management, Entrepreneurship, Trading, Financial Services, Finance, Leadership, CRM, Sales, Financial Markets

Education
St. Cloud State University

Jessica Wilbur Jessica Wilbur New York, New York Details
Jessica Wilbur's Citi Private Bank Experience March 2008 - May 2009
Job Vice President at Deutsche Asset & Wealth Management
Industry Banking
Experience
Deutsche Asset & Wealth Management  July 2015 - Present
Deutsche Asset & Wealth Management  July 2012 - July 2015
Deutsche Bank Private Bank   June 2009 - July 2012
Citi Private Bank   March 2008 - May 2009
Citi  September 2005 - February 2008

Skills
Excel, PowerPoint, Microsoft Word, Microsoft Excel, Banking, Corporate Communications, Credit, Wealth Management, Risk Management, Marketing, Investments, Microsoft Office, Finance, Series 7, Customer Service, Private Banking, Private Equity, Media Relations, Due Diligence, Management, Credit Analysis, Hedge Funds, Investment Banking, Leadership, Financial Modeling, Loans, Financial Analysis, Financial Structuring

Education
New York University   2011 — 2012
Certificate in Credit Analysis

New York University   2000 — 2003
Bachelor of Science (B.S.)

Christine Duffy Christine Duffy Charlotte, North Carolina Area Details
Christine Duffy's Citi Private Bank Experience 2004 - 2007
Job Compensation Leader at Wells Fargo
Industry Human Resources
Experience
Wells Fargo  March 2014 - Present
Bank of America  June 2007 - March 2014
Citi Private Bank   2004 - 2007

Skills
Leadership, Compensation, Management

Education
Pace University - Lubin School of Business   2005 — 2007
MBA, Human Resources

Marist College   1993 — 1997
BA, Business Administration

Andrew Litzerman Andrew Litzerman Boston, Massachusetts Details
Andrew Litzerman's Citi Private Bank Experience July 2009 - August 2014
Job Investment Associate at Seascape Capital Management, LLC
Industry Financial Services
Experience
Seascape Capital Management, LLC   July 2015 - Present
Citi Private Bank   July 2009 - August 2014
Goldman Sachs  January 2008 - January 2009
Batterymarch Financial Management  January 2007 - June 2007

Skills
Equities, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Derivatives, Financial Modeling, Capital Markets, Valuation, Equity Derivatives, Securities, Series 7, Alternative Investments, Investments

Education
Northeastern University   2004 — 2009
Bachelors of Science, Business Administration in Finance and Management at Northeastern Univ, Finance, 3.4

Northeastern University   2004 — 2009
BS, Finance and Financial Management Services

Doug Meyers Doug Meyers New York, New York Details
Doug Meyers's Citi Private Bank Experience August 2008 - April 2013
Job Program Manager at CME Group
Industry Financial Services
Experience
CME Group  April 2013 - Present
Citi - Private Bank  August 2008 - April 2013
Citi - Private Bank  August 2006 - August 2008
Triveni Digital  May 2003 - July 2006

Skills
MS Project, Foreign Exchange, Margin, PMP, Software Project..., SQL, Microsoft Excel, Visio, Derivatives, Business Analysis, IT Management, Dodd-Frank, JIRA, Planview, Process Engineering, VBA, Pivot Tables, Executive-level..., STP

Education
New York University   2014 — 2017
Master of Business Administration (M.B.A.)

Rutgers, The State University of New Jersey-New Brunswick   2001 — 2006
Bachelors, Computer Science / Economics (Focus in Finance)

Dan Leibforth Dan Leibforth Chicago, Illinois Details
Dan Leibforth's Citi Private Bank Experience June 2014 - Present
Job Assistant Vice President
Industry Investment Management
Experience
Citi Private Bank   June 2014 - Present
Citi  June 2012 - June 2014
UBS Global Asset Management  May 2011 - August 2012
FIS  May 2010 - January 2011

Skills
Fixed Income, Financial Modeling, Valuation, Financial Analysis, Equity Research, Excel, PowerPoint, Word, Microsoft Office, Bloomberg Terminal, Writing, Outlook, Portfolio Management, Bloomberg, Finance, Investments, Microsoft Excel, Microsoft Word

Education
Marquette University   2008 — 2012
Bachelor of Science (BS), Finance and Economics

Lilliam Leon-Gonzalez Lilliam Leon-Gonzalez Miami, Florida Details
Lilliam Leon-Gonzalez's Citi Private Bank Experience November 1999 - February 2012
Job Relationship Manager, Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank  March 2014 - Present
Merrill Lynch  March 2012 - February 2014
Citi Private Bank   November 1999 - February 2012

Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies, Wealth Management..., Private Banking, Financial Advisory, High Net Worth..., Capital Markets, Alternative Investments, Uniform Combined State..., Relationship Management, Banking

Education
Miami Dade College

Stephanie Luedke, CFA Stephanie Luedke, CFA Greater New York City Area Details
Stephanie Luedke, CFA's Citi Private Bank Experience September 2012 - Present
Job Managing Director and CEO, Citi Investment Management, Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank   September 2012 - Present
Fiduciary Trust Company  March 2001 - September 2012

Education
St. Lawrence University   1990 — 1994
BA, Mathematics and Economics

Roslyn Courtney Roslyn Courtney Greater New York City Area Details
Roslyn Courtney's Citi Private Bank Experience September 1994 - July 2000
Job Leadership consultant, executive coach, keynote speaker. Breakthrough strategies for innovation, growth and performance
Industry Management Consulting
Experience
LaserBeam Consulting   April 2011 - Present
Roslyn Courtney Consulting   April 2001 - April 2011
Primedia  August 2000 - April 2001
Citi Private Bank   September 1994 - July 2000
The New York Times Company  September 1987 - August 1994
Kraft General Foods  January 1977 - August 1987

Skills
Executive Coaching, Management Consulting, Leadership Development, Talent Management, Leadership, Research, Business Strategy, Innovation, Management, Management Consulting, Program Management, Deferred Compensation, Human Resources, Employee Relations, Strategic Planning, Project Management, Public Speaking, Interviews, Organizational..., Performance Management, Strategy, Budgets, Analysis, Employee Engagement

Education
University of Pennsylvania - The Wharton School   1974 — 1976
MBA

Penn State University
BA

Paolo De Leon Paolo De Leon New York, New York Details
Paolo De Leon's Citi Private Bank Experience September 2013 - Present
Job Senior Associate at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   September 2013 - Present
Citi Private Bank   August 2012 - August 2013

Education
Loyola University of Chicago
Finance and Economics

Peter Stonecipher Peter Stonecipher Greater New York City Area Details
Peter Stonecipher's Citi Private Bank Experience April 2010 - August 2013
Job Financial Services consultant
Industry Financial Services
Experience
JPMorgan Chase  February 2014 - March 2015
Citi Private Bank   April 2010 - August 2013
Morgan Stanley Smith Barney  June 2009 - April 2010
Citi Global Wealth Management  2002 - 2009
Goldman Sachs  February 1999 - February 2002

Skills
Alternative Investments, Wealth Management, Equities, Banking, Fixed Income, Portfolio Management, Investments, Strategy, Asset Allocation, Financial Services, Hedge Funds, Securities, Capital Markets, Financial Risk

Education
Stanford University Graduate School of Business   2004 — 2004
Executive Education, Management

State University of New York College at Potsdam

Karen Bayrd Karen Bayrd Greater New York City Area Details
Karen Bayrd's Citi Private Bank Experience June 2005 - Present
Job Citi Private Bank
Industry Real Estate
Experience
Citi Private Bank   June 2005 - Present
2004 - 2005 MDB Holdings, LLC   October 2004 - June 2005
MDB HOLDINGS, LLC   November 2004 - May 2005
WASHINGTON MUTUAL  June 2003 - October 2004
Washingtion Mutual   July 2003 - February 2004
2003 - 2004 Washington Mutual   July 2003 - February 2004
St. John's University, College of Pharmacy   January 1999 - January 2001

Education
Saint John's University   1999 — 2003
B.S., Computer Science

Saint John's University   1999 — 2003
BS, Computer Science

Saint John's University
Bachelor of Science, Computer Science

Lesley Draper, CFP®, CTFA Lesley Draper, CFP®, CTFA Greater New York City Area Details
Lesley Draper, CFP®, CTFA's Citi Private Bank Experience October 2006 - December 2008
Job Financial Advisor at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
RegentAtlantic Capital, LLC  June 2009 - Present
Citi Private Bank   October 2006 - December 2008
U.S. Trust Company   1996 - 2007

Education
Purdue University   1989 — 1993
Bachelor of Science

Northwestern University
ABA National Trust School

Michelle Glunz Michelle Glunz Greater Chicago Area Details
Michelle Glunz's Citi Private Bank Experience August 2004 - January 2010
Job Private Banker in Legal Specialty Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Private Bank  2010 - Present
Citi Private Bank   August 2004 - January 2010
Citi Private Bank   September 2001 - August 2004
Citibank  November 1993 - September 2001

Skills
Wealth Management, Series 7, Portfolio Management, Series 63, Investments, Banking, Credit, Alternative Investments, Investment Advisory, Asset Managment, Private Banking, Asset Allocation, Mutual Funds, Securities, Retirement Planning, Loans, High Net Worth..., Asset Management, Finance, Fixed Income, Financial Services, Commercial Lending, Wealth, Mortgage Lending

Education
Regina   1986 — 1990

Loyola University of Chicago
BS, Management

Albert Cerullo Albert Cerullo Greater New York City Area Details
Albert Cerullo's Citi Private Bank Experience 2004 - Present
Job SVP Private Bank Client Manager at Citigroup
Industry Financial Services
Experience
Citigroup  Private Bank Client ManagerCiti Global Wealth Management2006 - Present
Citi Private Bank   2004 - Present
Citigroup Private Bank  2003 - Present

Education
New York Institute of Technology   1977 — 1981

Jill Cady Jill Cady Greater New York City Area Details
Jill Cady's Citi Private Bank Experience July 2005 - May 2009
Job Director at Roundtable Investment Partners & Carleon Capital Partners
Industry Financial Services
Experience
Roundtable Investment Partners & Carleon Capital Partners  January 2015 - Present
Roundtable Investment Partners & Carleon Capital Partners  January 2014 - December 2014
Bridgewater Associates  July 2013 - November 2013
Bridgewater Associates  September 2011 - July 2013
Highbridge Capital Management  June 2010 - August 2010
Citi Private Bank   July 2005 - May 2009

Education
Northwestern University - Kellogg School of Management   2009 — 2011
MBA, Analytical Finance

University of Pennsylvania   2001 — 2005
Economics & International Relations

Victor Michael Flores Victor Michael Flores Greater New York City Area Details
Victor Michael Flores's Citi Private Bank Experience January 2010 - January 2013
Job Options and Derivatives Portfolio Manager
Industry Investment Management
Experience
Javeri Capital LLC - Family Office   February 2013 - Present
Citi Private Bank   January 2010 - January 2013
Petro Diamond Risk Mgmt - Mitsubishi Energy   January 2008 - January 2010
Citigroup Private Bank - Capital Markets   January 2004 - January 2008
Royal Bank of Scotland Plc   January 2000 - March 2004

Skills
Portfolio Management, Volatility, Futures Trading, Derivatives Trading, Hedge Funds, Private Equity, Quantitative Analytics, Proprietary Trading, Trading, FX Options, Equity Derivatives, Derivatives

Education
Lubin School of Business, Pace UniversityNew
Masters of Science, Finance

St. John's University   1998 — 2002
Bachelor’s Degree, Science Computer Science

Archbishop Molloy

Massachusetts Institute of Technology

New York University
Certificate, Finance

Bita Hafizi Bita Hafizi San Francisco Bay Area Details
Bita Hafizi's Citi Private Bank Experience July 2000 - Present
Job VP, Associate Banker at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   July 2000 - Present

Skills
Banking, Credit, Relationship Management, Retail Banking, Portfolio Management, Commercial Banking, Loans, Credit Risk, Credit Analysis, Credit Cards, Cross Selling, Equities, Investments, Investment Banking

Education
SFSU
FINRA, Series 7 & 66

San Francisco State University
Bachelor of Science (BS), Dietetics/Dietitian

Shuman Roy Shuman Roy Greater New York City Area Details
Shuman Roy's Citi Private Bank Experience August 2009 - February 2013
Job Franchise Owner, Musician, Music Education
Industry Music
Experience
School of Rock - Orangeburg   January 2012 - Present
Citi Private Bank   August 2009 - February 2013
Citigroup  August 2006 - August 2009
UBS Financial Services  1998 - 2007
Paine Webber  1997 - 2000

Skills
Wealth Management, New Business Development, Private Banking, Marketing Strategy, Product Management, Product Development, Risk Management, Business Analysis, Business Strategy, Process Improvement, Leadership, Management, Business Development, Program Management, Strategy, Team Leadership, Financial Services, Vendor Management, Business Process..., SDLC, CRM, Business Intelligence

Education
New York University   1998 — 2001
MBA, Accounting and Finance

Allison McCarry Allison McCarry Floral Park, New York Details
Allison McCarry's Citi Private Bank Experience March 2007 - September 2010
Job 1:1 Paraprofessional at Half Hollow Hills Central School District
Industry Primary/Secondary Education
Experience
Half Hollow Hills Central School District  September 2012 - November 2014
Resurrection Ascension School   September 2011 - June 2012
Citi Private Bank   March 2007 - September 2010
InfoHighway Communications  2006 - 2007

Education
Touro College   2010 — 2014
M.S. Elementary Education & Special Education, Grades 1-6, Special Education and Teaching

Saint Joseph's College   2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General

Sarah Shailer Sarah Shailer Greater New York City Area Details
Sarah Shailer's Citi Private Bank Experience September 2004 - February 2011
Job Vice President, Communications and Compliance Manager Americas and EMEA, Global Identity Administration
Industry Financial Services
Experience
Citi Private Bank   September 2004 - February 2011

Skills
Financial Services, Equities, Investments, Risk Management, Program Management, Strategic Planning, Strategy, Business Analysis, Marketing Communications, Business Development

Education
Lake Forest College   1989 — 1993
BA, Psychology

Amy Bobrow Amy Bobrow Greater New York City Area Details
Amy Bobrow's Citi Private Bank Experience August 2014 - Present
Job Vice President, North America Compliance at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   August 2014 - Present
Citi Private Bank   January 2006 - Present
Citi Private Bank   February 2005 - April 2006
Citi Private Bank   January 2001 - January 2005
Citi Private Bank   January 2000 - January 2001
Citi Private Bank   January 1997 - January 2000
Smith & Nammack, Inc   January 1996 - January 1997
PaineWebber, Inc  January 1995 - January 1996

Skills
Risk Management, Investments, Wealth Management, Business Analysis, Portfolio Management, Asset Managment, Strategy, CRM, Financial Services, Leadership, Cross-functional Team..., Program Management, Management, Asset Management, Banking, Fixed Income

Education
Pace University
Bachelor of Science, Political Science

University of Alaska
Political Science

Frank Falco Frank Falco New York, New York Details
Frank Falco's Citi Private Bank Experience July 2000 - Present
Job Director and Private Banker at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   July 2000 - Present
Prudential Securities  1998 - 2000
Gaines Berland (GBI Capital)   1997 - 1998

Skills
Wealth Management, Private Banking, Series 7, Portfolio Management, Investments, Equities, Securities, Alternative Investments, Asset Management, Investment Advisory, New Business Development, Investment Banking, Hedge Funds, Credit, Capital Markets, Fixed Income, Banking, Financial Advisory, Investment Strategies, Series 63, Loans, Private Equity Capital..., High Net Worth..., Trading, Risk Management, Private Equity, Series 65, Wealth, Financial Planning, Mortgage, Estate Planning, Corporate Finance, Derivatives, Funding, Financial Analysis, Structured Products, Structured Finance, Asset Allocation, Mergers, Real Estate, FX, Private Wealth..., Portfolios, Commercial Banking, Referrals, Trust Services, Venture Capital, Private Placements, Deal Structuring, Cash Management

Education
Pace University - Lubin School of Business
Financial Planning

State University of New York Empire State College
BS, Marketing

Chris Kovarik Chris Kovarik San Francisco Bay Area Details
Chris Kovarik's Citi Private Bank Experience 2003 - April 2010
Job Private Banker, SVP Well Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank  April 2010 - Present
Citi Private Bank   2003 - April 2010
Fred Alger Management  2002 - 2003
Goldman Sachs  2000 - 2001

Skills
Hedge Funds, Loans, Structured Finance, Capital Markets, Private Banking, Banking, Wealth Management, Alternative Investments, Credit, Structured Products, Financial Markets, Investment Advisory, Commercial Lending, Estate Planning, Investments, Treasury Management, Securities, Loan Origination, Wealth, Private Equity, Equities, Financial Advisory, Series 7, Options, Commercial Banking, Risk Management, Wealth Management..., Bonds, Mortgage Lending, Financial Structuring, Cash Flow, Retirement Planning, Asset Management, FX Options, Portfolio Management, Credit Risk, Derivatives, Cash Management, Trust Services, Investment Management, Fixed Income, Series 63, Valuation, Asset Allocation, Mutual Funds, Credit Analysis, Brokerage, Investment Banking, Relationship Management, Financial Services

Education
Nankai University
Chinese Language, Chinese Literature

Stephen F. Austin State University

University of Minnesota-Twin Cities

Eleni Christakos Eleni Christakos Greater New York City Area Details
Eleni Christakos's Citi Private Bank Experience May 2001 - February 2012
Job Client Relationship Officer Private Banking
Industry Financial Services
Experience
Citi Private Bank   May 2001 - February 2012
Neuberger Berman  1997 - 2001

Skills
Licensed Series..., Private Banking, Client Relationship..., Client Services, Compliance, KYC, Cash Management, Wealth Management, Financial Modeling, Investment Banking, Trading, Financial Services, Portfolio Management, Capital Markets, Hedge Funds, Securities

Education
Pace University
BBA, Finance

Richard Piligra Richard Piligra Greater New York City Area Details
Richard Piligra's Citi Private Bank Experience October 2002 - May 2013
Job SVP, Citi Private Bank
Industry Banking
Experience
R. Piligra Enterprises   June 2013 - Present
Citi Private Bank   October 2002 - May 2013
Citi Private Bank   May 1986 - October 2002
Citibank  October 1972 - May 1986

Skills
Private Banking, Wealth Management, Banking

Education
Pace University   1969 — 1973
BBA, Accounting and Finance

Khurram Khattak Khurram Khattak San Francisco, California Details
Khurram Khattak's Citi Private Bank Experience September 2012 - Present
Job Credit Risk Analyst 3
Industry Financial Services
Experience
Citi Private Bank   September 2012 - Present
Citibank, N.A.   August 2005 - September 2012
Citi  2005 - 2007

Skills
Portfolio Management, Loans, Loan Origination, Financial Modeling, Small Business Lending, Investments, Insurance, Commercial Lending, Strategic Financial..., Management, Commercial Banking, Risk Management, Analysis, Credit Analysis, Banking, Credit Risk, Finance, Credit, Mortgage Lending, Wealth Management, Capital Markets, Financial Services, Treasury Management

Education
U.C. Berkeley   2000 — 2002
Bachelor's degree, Interdisciplinary Studies and Business Administration

Ohlone College   1998 — 2000
Associate of Arts (AA)

FG Boys Public

FG Boys Public

Paul Serie Paul Serie Greater New York City Area Details
Paul Serie's Citi Private Bank Experience 2000 - 2005
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF Wealth Management   September 2010 - Present
Melkonian Capital Management   March 2008 - August 2010
Bank of America  August 2005 - February 2008
Citi Private Bank   2000 - 2005

Education
Siena College   1995 — 1999

Chaminade HS   1991 — 1995

Emily Griset Emily Griset Greater New York City Area Details
Emily Griset's Citi Private Bank Experience May 2011 - Present
Job Senior Vice President, Wealth Planner at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   May 2011 - Present
Fiduciary Trust Company International  2009 - May 2011
Fried, Frank, Harris, Shriver & Jacobson LLP   2007 - 2009

Skills
Wealth Management, Investments

Education
New York University School of Law   2004 — 2007

Andrew Galimi Andrew Galimi Greater New York City Area Details
Andrew Galimi's Citi Private Bank Experience December 2005 - Present
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   December 2005 - Present
Bank of America  October 1994 - December 2005

Skills
Private Banking, Portfolio Management, Investment Banking, Capital Markets, Banking, Equities, Financial Services, Fixed Income, Wealth Management, Series 7, Relationship Management, AML, Mortgage Lending, Finance, Cash Management, Operational Risk..., Series 63, Insurance, Investment Management, Hedge Funds, Loans, Management

Education
Sacred Heart University   1986 — 1990

Darshanand Singh Darshanand Singh Greater New York City Area Details
Darshanand Singh's Citi Private Bank Experience March 2011 - September 2011
Job AVP Planning and Project Management at Mizuho Bank
Industry Financial Services
Experience
Mizuho Bank  March 2015 - Present
Consultant  November 2013 - March 2015
Credit Suisse  October 2013 - October 2013
Global Thematic Partners   September 2011 - May 2012
Citi Private Bank   March 2011 - September 2011
Morgan Stanley Smith Barney Alternative Investments   August 2007 - December 2009

Skills
Portfolio Management, Financial Markets, Alternative Investments, Capital Markets, Bloomberg, Equity Research, Risk Management, Valuation, Fixed Income, Financial Modeling, Factset, Microsoft Excel

Education
Pace University - Lubin School of Business   2010 — 2012
MBA, Investment Management

Stony Brook University   2003 — 2007
Bachelor of Arts, Economics

Stuyvesant High School   1999 — 2003

Michael Yannell, CFA Michael Yannell, CFA Greater New York City Area Details
Michael Yannell, CFA's Citi Private Bank Experience August 2010 - May 2014
Job Senior Analyst at Gapstow Capital Partners
Industry Financial Services
Experience
Gapstow Capital Partners  May 2014 - Present
Citi Private Bank   August 2010 - May 2014
Union Bancaire Privée - UBP   December 2004 - August 2010
State Street  July 2003 - November 2004

Skills
Hedge Funds, Alternative Investments

Education
Rutgers University-New Brunswick   1999 — 2003
BS, Finance

Lisa Kohut Lisa Kohut Greater Philadelphia Area Details
Lisa Kohut's Citi Private Bank Experience July 2014 - Present
Job Regional Market Manager at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   July 2014 - Present
Citi Private Bank   September 2007 - July 2014
Wachovia  May 2005 - September 2007
Citi Private Bank   January 2001 - April 2005
KLS Professional Advisors   June 1998 - January 2001
BBH  June 1995 - May 1998

Skills
Banking, Wealth Management, Risk Management, Credit, Financial Analysis, Equities, Securities, Fixed Income

Education
Rutgers University-New Brunswick   1991 — 1995
BS, Marketing

Leri Palagashvili Leri Palagashvili Greater New York City Area Details
Leri Palagashvili's Citi Private Bank Experience January 2006 - February 2012
Job Senior Business Analyst / Controller – Vice President at Citi Private Bank, NAM/LATAM Financial Control
Industry Financial Services
Experience
Citi Private Bank, NAM/LATAM Financial Control   February 2012 - Present
Citi Private Bank   January 2006 - February 2012
The City of New York Office of the Mayor, Office of Management & Budget   January 2005 - January 2006
The City of New York Human Resources Administration  December 2001 - January 2005

Skills
Data Analysis, Banking, Balance Sheet, Credit, Essbase, Financial Modeling, Business Objects, Bloomberg, Business Analysis, VBA, Financial Analysis, Analysis, Finance, Strategic Financial...

Education
Pace University - Lubin School of Business   2001 — 2003
Master of Business Administration, Finance/Investment Management

Pace University   1998 — 2001
Bachelor of Arts, Computer Science and Information Systems

Albert Loretoni Albert Loretoni Greater New York City Area Details
Albert Loretoni's Citi Private Bank Experience January 1993 - December 2011
Job Retired Previous Sr. Vice President at Citi Global Wealth Management
Industry Financial Services
Experience
Citi Private Bank   January 1993 - December 2011
Nestle  1983 - 1993
American Can Company  1977 - 1983

Skills
Wealth Management, Risk Management, Financial Analysis, Project Management, Cross-functional Team..., Project Planning, Facilities Management, Team Management, Space planning, Corporate Real Estate, Writing, Data Center Management, IBM Mainframe, IBM AS/400, Distributed Systems, Hardware Support, Computer Operations, Portfolio Management, Infrastructure..., Strategic Planning, IT Strategy, Customer Service, Vendor Management

Education
New York University

Joseph Kaplan Joseph Kaplan Greater New York City Area Details
Joseph Kaplan's Citi Private Bank Experience January 2014 - Present
Job Investment Associate at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   January 2014 - Present
Citi Private Bank   January 2010 - December 2013
The Bank of New York Mellon  May 2008 - September 2008
Capmark  June 2007 - August 2007
GMAC Commercial Mortgage  June 2006 - August 2006

Skills
Fixed Income, Investments, Bloomberg, Microsoft Excel, Investment Strategies, Haver Analytics, The Yield Book, Asset Allocation, Asset Management, Capital Markets, Securities, Financial Analysis, Analysis, Credit

Education
State University of New York at Buffalo - School of Management   2004 — 2008
B.S., Finance and Marketing

Isabel Ketcham Isabel Ketcham Greater New York City Area Details
Isabel Ketcham's Citi Private Bank Experience 2006 - Present
Job AVP at Citi Group
Industry Banking
Experience
Citi Private Bank   2006 - Present
Citi Group  March 1996 - Present

Skills
Banking, Fixed Income, Loans, Credit, Portfolio Management, Financial Services, Investments, Private Banking, Relationship Management, Capital Markets

Education
Queen's College   2000 — 2005
Bachelor of Arts (B.A.), Political Science and Government

Bertha Barajas Bertha Barajas Greater Chicago Area Details
Bertha Barajas's Citi Private Bank Experience June 2006 - Present
Job Credit Administrator at Citi
Industry Banking
Experience
Citi Private Bank   June 2006 - Present
Goldman Sachs Asset Management  February 2003 - June 2006
LaSalle Bank  November 2000 - January 2003
Florsheim  1983 - 2000

Skills
Credit, Credit Risk, Credit Analysis, Commercial Lending, Commercial Banking, Loans, Banking, Portfolio Management

Education
Robert Morris College

Richard Seely Richard Seely Greater New York City Area Details
Richard Seely's Citi Private Bank Experience May 2007 - October 2007
Job Director, Financial Services Regulatory Practice PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers Advisory Services LLC  March 2014 - Present
Rise Above Foundation   February 2010 - June 2015
Deutsche Bank  October 2007 - February 2014
Citi - Private Bank  May 2007 - October 2007
Bear Stearns & Company  April 2005 - May 2007

Education
New York Law School   1998 — 2001
Juris Doctor

Burt Hilton Burt Hilton Greater New York City Area Details
Burt Hilton's Citi Private Bank Experience March 1998 - October 2008
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse  October 2008 - Present
Citi Private Bank   March 1998 - October 2008

Skills
Strategic Planning, Asset Managment, Equities, Fixed Income, Capital Markets, Investment Strategies

Education
Rensselaer Polytechnic Institute   1984 — 1986
MBA

University of Connecticut   1979 — 1983
B.S., Finance

Trevel Price Trevel Price Greater New York City Area Details
Trevel Price's Citi Private Bank Experience May 2007 - Present
Job at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   May 2007 - Present
Citi Private Bank   March 2003 - June 2007
Citi Private Bank   December 2001 - March 2003
Citi Private Bank   May 2000 - August 2001

Skills
Visual Basic, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, SharePoint, SharePoint Designer, Visio, Adobe Professional, Dreamweaver, Photoshop, Adobe Fireworks, Flash Professional, Flash Video, Captivate, SQL, HTML 5, JavaScript, ActionScript, XML, C++

Education
Penn State University

Jennifer Phillips, CFP® Jennifer Phillips, CFP® Greater Philadelphia Area Details
Jennifer Phillips, CFP®'s Citi Private Bank Experience March 2011 - Present
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   March 2011 - Present
Wilmington Trust  2008 - March 2011
Wilmington Trust  2006 - 2008
Slack Inc.  2004 - 2006

Education
Villanova University   2008 — 2010
MBA

Rowan University   2000 — 2004
BA, English

Sonia Lalvani Sonia Lalvani Greater New York City Area Details
Sonia Lalvani's Citi Private Bank Experience February 2012 - Present
Job Director, Citi Private Bank Global Business & Strategy
Industry Banking
Experience
Citi Private Bank   February 2012 - Present
Citi Private Bank   2007 - 2012
Citi Private Bank   2005 - 2007
Citi Private Bank   2000 - 2005
Salomon Smith Barney  1998 - 2000
Transamerica Asset Management  1997 - 1998

Skills
Digital Strategy, Wealth Management..., Banking, Business Strategy, C-Level Relationships, Cross-functional Team..., Global Business..., Change Management, Risk Analysis, Process Management, Organizational Design, Revenue Growth..., Stakeholder Engagement, Lean Processes, Business Transformation, Business Process..., Project Management, Business Analysis

Education
Pomona College
Bachelor of Arts (BA), International Relations

University of Cambridge
Economics Exchange Program - Jesus College

New York University
Professional Certificate Program: Investor Relations

Robert Ostrovsky Robert Ostrovsky San Francisco Bay Area Details
Robert Ostrovsky's Citi Private Bank Experience March 2005 - June 2009
Job Branch Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank  August 2012 - Present
City National Bank  February 2010 - August 2012
Citi Private Bank   March 2005 - June 2009
Citi Private Bank   March 2001 - March 2005
Bank Of San Francisco  April 2000 - January 2001
Citibank  September 1989 - February 2000

Skills
Banking, Credit, Mortgage Lending, Portfolio Management, Loans, Cross Selling, Private Banking, Loan Origination, Retail Banking, Wealth Management, Cash Management, Series 7, Commercial Banking, Financial Services, Mortgage Banking, Investments, Finance, Notary Public

Education
New York University   1981 — 1985
Bachelor of Fine Arts, Drama

G.W. Hewlett HIgh School   1979 — 1981
High School

Brenda Sanchez Cristiano Brenda Sanchez Cristiano Greater New York City Area Details
Brenda Sanchez Cristiano's Citi Private Bank Experience October 2010 - 2012
Job President at LatAm Opportunity Partners LLC
Industry Real Estate
Experience
LatAm Opportunity Partners LLC   July 2015 - Present
Morgan Stanley  May 2013 - July 2015
Citi Private Bank   October 2010 - 2012
Citigroup Global Markets  2006 - 2009
Citigroup Global Markets  2005 - 2006

Skills
Derivatives, Equities, Investments, Fixed Income, Banking, Alternative Investments, Fluent in Spanish, Asset Allocation, Financial Services, Capital Markets, Hedge Funds, Emerging Markets, Real Estate Development, International Real..., Private Equity

Education
Pace University - Lubin School of Business   2001 — 2005
B.B.A, Finance

James M Simon James M Simon Greater New York City Area Details
James M Simon's Citi Private Bank Experience 1991 - July 2013
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley Private Bank, N.A.   July 2013 - Present
Citi Private Bank   1991 - July 2013

Skills
Retail Banking, Loans, Credit, Banking, Private Banking, Finance, Credit Analysis, Credit Risk, Commercial Lending, Team Building, Consumer Lending, Mortgage Lending, Mortgage Banking, Financial Risk, Business Planning, Small Business Lending, Underwriting, Due Diligence, Real Estate Economics, Refinance, Financial Services, Wealth Management

Education
Oglethorpe University

Joan Kaloustian Joan Kaloustian Greater Los Angeles Area Details
Joan Kaloustian's Citi Private Bank Experience January 2009 - July 2009
Job Managing Director, Corporate Marketing at Union Bank
Industry Financial Services
Experience
Union Bank  2010 - Present
South Coast Repertory  2006 - Present
Geffen Playhouse  2005 - Present
Citi Private Bank   January 2009 - July 2009
Citi Private Bank   2004 - 2008
Citi Private Bank   1994 - 2003
Digital Equipment Corporation  1986 - 1994
Digital Equipment Corporation  1986 - 1994

Skills
Marketing Strategy, Market Research, Process Improvement, Budget, Relationship Management, Wealth Management, Integrated Marketing, Marketing Communications, Financial Analysis, Social Media Marketing, Budgets, Project Management, CRM, Program Management, Management Consulting, Strategy, Business Development, Online Advertising, Advertising, Marketing, Finance

Education
Northwestern University - Kellogg School of Management   1979 — 1981
MM

University of Wisconsin-Madison   1970 — 1974
BA

John Tumminia John Tumminia Greater New York City Area Details
John Tumminia's Citi Private Bank Experience January 1994 - January 2011
Job Former Director at Citigroup
Industry Financial Services
Experience
CITI PRIVATE BANK   January 1994 - January 2011
Citigroup  1994 - 2011
FISHKILL NATIONAL BANK & TRUST   1990 - 1993
Manufacturers Hanover Trust  January 1985 - January 1990
CHASE MANHATTAN BANK  1985 - 1990
BANK LEUMI TRUST COMPANY   1983 - 1983
MANUFACTURERS HANOVER TRUST COMPANY  1973 - 1983

Skills
Credit, Credit Risk, Credit Analysis, Financial Analysis, Portfolio Management, Banking, Loans, Underwriting, Commercial Lending, Financial Risk, Wealth Management, Capital Markets, Hedge Funds, Investments

Education
American Institute of Banking
Certificate, Bank Lending - Consumer Lending

Herbert H. Lehman College
Bachelors of Arts (BA), Education - Business

New York Institute of Credit
Certificate, Bank Lending - Accounting

Pace University
MBA, Managerial Finance

Pace University - Lubin School of Business
MBA, Managerial Finance

Christopher Barone Christopher Barone Greater New York City Area Details
Christopher Barone's Citi Private Bank Experience April 2013 - Present
Job HNW Associate Banker at Citigroup Private Bank
Industry Financial Services
Experience
Citi Private Bank   April 2013 - Present
Citigroup  June 2010 - Present
Private Bank  September 2008 - February 2010
Citi Trust  April 2007 - August 2008
Citi Private Bank   September 2005 - March 2007
Citi  2001 - 2005

Skills
Series 7, Financial Services, Portfolio Management, Banking, Investments, Risk Management, Private Banking, Asset Management, High Net Worth..., Finance, Fixed Income, Wealth Management

Education
Mercy College   2007 — 2009
Bachelor of Science, Organizational Management, Cum Laude

Mercy College
B.S., Organizational Management

Marieca Heron Marieca Heron Greater New York City Area Details
Marieca Heron's Citi Private Bank Experience July 2010 - March 2013
Job Sr. Documentation Specialist/Paralegal at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   July 2010 - March 2013
Citi Healthcare and Energy Finance   January 2007 - August 2008

Education
Mercy College   2008 — 2010
Bachelor of Science (BS), Paralegal/Legal Studies

Northwood University-Florida   1988 — 1990

Manon Hudgins Manon Hudgins San Francisco Bay Area Details
Manon Hudgins's Citi Private Bank Experience January 2011 - Present
Job Banking Professional
Industry Banking
Experience
Citi Private Bank   January 2011 - Present

Skills
Commercial Banking, Banking, Loans, Customer Service, Credit Cards, Small Business Lending, Commercial Lending, Internet Banking, Cash Management, Retail Banking, Risk Management, Mortgage Lending, CRM, Portfolio Management, Finance, Payments, Sales, Credit, Financial Services, Management, Credit Risk, Core Banking, Credit Analysis, Relationship Management

Education
Institute of Design   1978 — 1980
Design

Lane Community College   1973 — 1977

Elsa M. Ramirez Elsa M. Ramirez Greater New York City Area Details
Elsa M. Ramirez's Citi Private Bank Experience January 2012 - Present
Job Assistant Vice President Latin America Division at Citi
Industry Financial Services
Experience
Citi Private Bank   January 2012 - Present
Citi Private Bank   July 2009 - January 2012
Manhattanville College  October 2006 - May 2009
Morgan Stanley Smith Barney  September 2008 - December 2008
Manhattanville College  October 2006 - December 2008
Analistas Financieros Internacionales  February 2008 - June 2008

Skills
Wealth Management, Business Analysis, Financial Reporting, Risk Management, Bloomberg, Credit Analysis, Banking, Capital Markets, Customer Service, Analysis, Asset Management, Bloomberg Terminal, Credit, Credit Risk, Corporate Finance, Derivatives, Due Diligence, Economics, Equities, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Latin America, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 7, Strategic Financial..., Valuation

Education
Manhattanville College   2005 — 2009
Bachelor of Arts, Finance

Universidad Complutense de Madrid   2008 — 2008
Economics/ Spanish Literature

Academia Maria Reina   1999 — 2005

Pamela Ross Pamela Ross Greater New York City Area Details
Pamela Ross's Citi Private Bank Experience December 2014 - Present
Job Director Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   December 2014 - Present
Citi Private Bank   December 2010 - November 2014
UBS Wealth Management  1993 - 2010
Smith Barney  1990 - 1993

Education
State University of New York at New Paltz   1985 — 1989
Bachelor of Science

Micaela Vassallo Micaela Vassallo Chatham, New Jersey Details
Micaela Vassallo's Citi Private Bank Experience April 2015 - Present
Job Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   April 2015 - Present
Citi  April 2014 - March 2015
Citi  January 2013 - March 2014
Citi  September 2010 - December 2012
Commerzbank AG  June 2007 - August 2009

Skills
Oracle CRM, Fund Services, Investor Sales, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, Securities, Business Strategy, Data Analysis, Time Management, Process Improvement, Business Management, KYC, Due Diligence, Business Development

Education
Saint Joseph's University   2006 — 2010
Bachelor of Arts, Economics, Business, International Relations

Gonzaga University in Florence   2009 — 2009
Study Abroad Student in Economics, Business and International Relations

Cynthia Jocelyn Cynthia Jocelyn Greater New York City Area Details
Cynthia Jocelyn's Citi Private Bank Experience July 2014 - April 2015
Job VP Lending Compliance Officer
Industry Banking
Experience
Amalgamated Bank  April 2015 - Present
Citi Private Bank   July 2014 - April 2015
Citi Private Bank   January 2014 - July 2014
The Law Offices of Aaron Katsman, P.C.   October 2010 - November 2013

Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Legal Research, Real Estate, Mortgage Lending, Residential Homes, Loans, Legal Documents, Refinance, Sales, Finance, Notary Public, Banking, Underwriting

Education
New York University
Paralegal Studies

State University of New York College at Buffalo
Bachelor of Science (BS)

Mark Chen-Keenan Mark Chen-Keenan Scottsdale, Arizona Details
Mark Chen-Keenan's Citi Private Bank Experience January 2004 - April 2004
Job Project Manager, MBA Development Program at Vanguard
Industry Financial Services
Experience
Vanguard  June 2013 - Present
Burger King Corporation  July 2012 - November 2012
Groupon  June 2011 - July 2011
Fortune Venture Investment Group   June 2010 - July 2010
Wan Hai Lines  January 2006 - June 2010
Wan Hai Lines  June 2004 - January 2006
Citi Private Bank   January 2004 - April 2004

Skills
Financial Modeling, Cross-functional Team..., International Trade, Strategy, Mandarin, Multicultural, Competitive Analysis, International Sales, International Business, Private Equity, Emerging Markets, Venture Capital, Business Development, Investments, Entrepreneurship

Education
University of Pennsylvania - The Wharton School   2010 — 2012
Master of Business Administration (MBA), Management

Skidmore College   1999 — 2003
Bachelor of Arts (B.A.), East Asian Studies

Sheryl Dahlke Anderson Sheryl Dahlke Anderson San Francisco Bay Area Details
Sheryl Dahlke Anderson's Citi Private Bank Experience 2005 - Present
Job Banker Associate at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   2005 - Present
WM Financial Services  2003 - 2004
Securian Financial Group  2002 - 2003
Merrill Lynch  1999 - 2002

Skills
Portfolio Management, Process Improvement, Banking, Wealth Management, Financial Analysis

Education
San Francisco State University
BS, Business

Brian Killea Brian Killea Greater New York City Area Details
Brian Killea's Citi Private Bank Experience May 2014 - September 2015
Job Director, BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon  September 2015 - Present
Citi Private Bank   May 2014 - September 2015
Citi Investor Services   March 2006 - May 2014
J.P. Morgan   1999 - 2005

Education
New York University, Stern School of Business   2003 — 2005
MBA, Finance, Entrepreneurial Studies

Lehigh University   1995 — 1999
BA, Economics

Alina Armbrust Alina Armbrust Greater New York City Area Details
Alina Armbrust's Citi Private Bank Experience September 2012 - Present
Job Human Resources Head, Citi Private BankLatin America
Industry Banking
Experience
Citi Private Bank   September 2012 - Present

Skills
Personnel Management, Talent Management, Human Resources, Succession Planning, Financial Services, Talent Acquisition, Employee Relations, Performance Management, Business Strategy, Team Management, HR Policies, HR Consulting, Recruiting, Employee Engagement, Compensation, Onboarding, Private Banking, Restructuring, Compensation & Benefit, Employee Benefits, Change Management, Wealth Management

Education
Stanford University Graduate School of Business   2011 — 2011
Executive Program for Women Leaders

Janet Retto Janet Retto Greater New York City Area Details
Janet Retto's Citi Private Bank Experience August 2014 - Present
Job Citi Private Bank LATAM
Industry Financial Services
Experience
Citi Private Bank   August 2014 - Present
JP Morgan Chase  2008 - Present
JP Morgan Chase  March 2008 - January 2010
Citibank, N.A.   2005 - 2008

Education
Michigan State University

State University of New York College at Buffalo

Jennifer Curry Jennifer Curry Greater New York City Area Details
Jennifer Curry's Citi Private Bank Experience October 2005 - December 2007
Job Experienced Administrative & Media Relations Professional
Industry Higher Education
Experience
Columbia University Medical Center  August 2014 - May 2015
Columbia University  May 2008 - August 2014
Columbia University  November 2009 - April 2010
Myers Park Presbyterian Church  February 2008 - April 2008
Citi Private Bank   October 2005 - December 2007
Washington Mutual Home Loan Center  September 2004 - September 2005

Skills
Editing, Community Outreach, Event Planning, Media Relations, Non-profits, Fundraising, Social Media, Public Relations, Proofreading, Nonprofits, Event Management, Executive Calendar..., Hospitality, Advertising, Management, Public Speaking, Press Releases, Blogging

Education
Savannah State University   1999 — 2003
BA, Mass Communication

Judy Szapiro Judy Szapiro Greater Chicago Area Details
Judy Szapiro's Citi Private Bank Experience
Job Client Service Officer at Citi Private Bank
Industry Banking
Experience
Citi Private Bank  

Skills
Banking, Financial Services

Education
Northeastern Illinois University

Lewis Rosensitto Lewis Rosensitto Laguna Beach, California Details
Lewis Rosensitto's Citi Private Bank Experience August 1999 - February 2012
Job Managing Director
Industry Financial Services
Experience
First Republic Bank  February 2012 - Present
Citi Private Bank   August 1999 - February 2012

Skills
Wealth Management, Alternative Investments, Private Banking, Portfolio Management, Wealth Management..., Commercial Banking, Wealth, Asset Management, Loans, Banking, Investments, Investment Advisory, Capital Markets

Education
Investment Management Consultant Association   2003 — 2003
CIMC, Certified Investment Management Consultant

The American College   1992 — 1994
ChFC, Chartered Financial Consultant

The American College   1992 — 1994
CLU, Chartered Life Underwriter

Pepperdine University   1986 — 1990
BA, Economics

Josette Egan Josette Egan New York, New York Details
Josette Egan's Citi Private Bank Experience 2008 - 2010
Job Managing Director, Jefferies & Co.
Industry Financial Services
Experience
Jefferies & Company  October 2010 - Present
Citi Private Bank   2008 - 2010

Education
Penn State University   1989 — 1993
BS

Danielle Hazell Danielle Hazell Brooklyn, New York Details
Danielle Hazell's Citi Private Bank Experience January 2014 - Present
Job RRE Quality Control Associate at Citi
Industry Real Estate
Experience
Citi Private Bank   January 2014 - Present
M&T Bank  February 2013 - January 2014
ServiceLink  November 2010 - July 2012

Skills
Vendor Management, Visio, Radio Broadcasting, Software Documentation, Access, Leadership

Education
Morgan State University   2005 — 2010
Bachelor of Arts (B.A.), Radio and Television

Kevin Reinke Kevin Reinke Centereach, New York Details
Kevin Reinke's Citi Private Bank Experience 2001 - May 2012
Job Credit Risk Senior Manager
Industry Banking
Experience
Citibank  June 2012 - Present
Citi Private Bank   2001 - May 2012
Citi Private Bank   2000 - August 2001
Citi Dealer Finance   March 1987 - November 2000
General Motors Acceptance Corp  1981 - 1987

Skills
30+ years Credit and..., Ability to manage staff..., Develop and update new...

Education
General Motors institute
Certificate, Automotive Dealership Management

SUNY Buffalo
Banking and Lending Certificate

Northwood University
Associate of Arts (AA), Automotive Marketing

Scott Kesselman Scott Kesselman Greater New York City Area Details
Scott Kesselman's Citi Private Bank Experience October 2011 - Present
Job COO / Business Manager at Citi Private Bank Law Firm Group
Industry Financial Services
Experience
Citi Private Bank   October 2011 - Present
Citi Private Bank   April 2007 - October 2011
BNY Mellon  April 2005 - April 2007
Bank of America  2004 - 2007

Skills
New Business Development, Financial Analysis, Marketing Strategy, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word

Education
LIU Brooklyn   1999 — 2002
Master of Business Administration (MBA), Finance

University of South Florida   1991 — 1996
Bachelor of Science (BS), Accounting and Finance

David R Ajemian David R Ajemian Beverly Hills, California Details
David R Ajemian's Citi Private Bank Experience July 2002 - Present
Job Managing Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   July 2002 - Present
Bank of America Private Bank  1999 - 2002
PwC  1996 - 1999
PwC  1996 - 1999
Security Pacific Bank  1984 - 1994

Skills
Financial Advisory, Banking, Capital Markets, Finance, Investment Management, Alternative Investments, Private Equity, Private Equity Firms, Real Estate Lending, Foreign Exchange, Wealth Management

Education
Southwestern University School of Law   1991 — 1994
Doctor of Law (JD)

USC Marshall School of Business   1986 — 1988
Master of Business Administration (MBA), Finance & Investments

Kara Fricke Kara Fricke Greater New York City Area Details
Kara Fricke's Citi Private Bank Experience September 2007 - July 2015
Job Executive Director Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley Legal and Compliance   August 2015 - Present
Citi Private Bank   September 2007 - July 2015
Simpson Thacher & Bartlett LLP  September 1999 - September 2007

Education
New York University   1996 — 1999
Doctor of Law (JD)

Michigan State University   1992 — 1996
Bachelor of Arts (BA)

Mallory Brenner Mallory Brenner Woodmere, New York Details
Mallory Brenner's Citi Private Bank Experience June 1982 - Present
Job Managing Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   June 1982 - Present

Skills
Banking, Investments, Portfolio Management, Finance

Education
New York University   1981 — 1982
Master of Business Administration (M.B.A.), Marketing

Queens College   1977 — 1981
Bachelor of Arts (BA), Psychology

Fanny Schneider Lora Fanny Schneider Lora New York, New York Details
Fanny Schneider Lora's Citi Private Bank Experience 2007 - 2010
Job Vice President, JPMorgan
Industry Banking
Experience
J.P. Morgan   August 2012 - January 2015
J.P. Morgan   September 2010 - August 2012
Citi Private Bank   2007 - 2010

Skills
Wealth Management, Financial Services, Relationship Management, Banking, Investments, Portfolio Management, Equities, Financial Analysis, Fixed Income

Education
Manhattanville College   2003 — 2007
Bachelor’s Degree, Finance, Suma Cum Laude

Manhattanville College   2003 — 2007
Bachelor’s Degree, Political Science and Government, Suma Cum Laude

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