Citi Private Bank
Citi Private Bank, a subsidiary of multinational banking conglomerate Citigroup, markets Private banking services for ultra-high net worth clients, including entrepreneurs and senior corporate executives. It has 60 offices in 23 countries. CEO: Peter Clive Charrington (Sep 2014–) Parent organization: Citigroup Subsidiaries: Citi Private Bank, Asset Management Arm, Citigroup Private Bank (hong Kong), Asset Management Arm
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Citi Private Bank Employees
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
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
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
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.)
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Citi Private Bank March 1998 - Present
Education
Sam Houston State University
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
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
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
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
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
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
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
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
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
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.)
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
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
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)
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
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
Citi Private Bank September 2012 - Present
Fiduciary Trust Company March 2001 - September 2012
Education
St. Lawrence University 1990 — 1994
BA, Mathematics and Economics
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
Citi Private Bank September 2013 - Present
Citi Private Bank August 2012 - August 2013
Education
Loyola University of Chicago
Finance and Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
Citi Private Bank
Skills
Banking, Financial Services
Education
Northeastern Illinois University
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
Jefferies & Company October 2010 - Present
Citi Private Bank 2008 - 2010
Education
Penn State University 1989 — 1993
BS
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
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
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
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
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)
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
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