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
Dylan Mathis Dylan Mathis Greater Los Angeles Area Details
Dylan Mathis's Citi Private Bank Experience September 2007 - Present
Job Assistant Vice President Citi Private Bank
Industry Banking
Experience
Citi Private Bank   September 2007 - Present
Citi Private Bank   November 2004 - January 2007
Toyota Technical Center  July 2003 - September 2003

Skills
Creative Problem Solving, Customer Service, Client Relationship..., Microsoft Office, Wealth Management, Training & Development, Fraud Investigations, Private Banking, Series 7, Series 63, CRM, Process Improvement, Management

Education
University of California, Riverside   2002 — 2004
BS, Business Administration

Redondo

Alessandro Ugge, MBA Alessandro Ugge, MBA Dallas, Texas Details
Alessandro Ugge, MBA's Citi Private Bank Experience March 2013 - Present
Job VP; Associate Banker at Citi Private Bank, Law Firm Group
Industry Financial Services
Experience
Citi Private Bank   March 2013 - Present
Bank of America  March 2011 - March 2013
Bank of America  June 2010 - February 2011
Bank of America  November 2007 - July 2010

Skills
Leadership, Management, CRM, Strategy, Credit, Business Development, Mergers, Loans, Mortgage Lending, Wealth Management, Analysis, Investments, Retirement Planning, Private Banking, Analytics, Banking, Risk Management, Finance

Education
Texas A&M University-Commerce   2010 — 2013
MBA, Business

University of Phoenix   2009 — 2010
BSM, Management

University of North Texas   2003 — 2006
BBA, Finance

Bradford Winton, CRPC® Bradford Winton, CRPC® Philadelphia, Pennsylvania Details
Bradford Winton, CRPC®'s Citi Private Bank Experience April 2015 - Present
Job Vice President Private Banker, Citi Private Bank, Law Firm Group
Industry Investment Management
Experience
Citi Private Bank   April 2015 - Present
Citi Private Bank   April 2012 - April 2015
Legacy Solutions, Inc.   March 2009 - April 2012
Morgan Stanley - Global Wealth Management  August 2003 - February 2009
MBNA America  October 2000 - May 2001

Skills
Wealth Management, Investment Advisory, Finance, Insurance, Portfolio Management, Investments, Strategic Financial..., Financial Advisory, High Net Worth..., Alternative Investments, Investment Strategies, Retirement Planning, Banking, Credit, Fixed Income, Estate Planning, Financial Services, Hedge Funds, Investment Management, Wealth Management..., Capital Markets, Mortgage Lending, Credit Cards, Law Firms, Private Banking, Lawyers, Escrow Agent Services, Paying Agent Services, Foreign Exchange, Cash Management, Lines Of Credit, Home Equity Lines of..., Cash Balance Plans, Capital Loans

Education
University of Delaware   2008 — 2010
Masters in Business Administration

University of Delaware   2006 — 2007
Certificate, Financial Planning

University of Delaware   1998 — 2003
BA, Economics

University of Utah   2001 — 2001
Certificate, Leadership

St. Mark's High School   1994 — 1998
High School Diploma

Marcia Birnbaum Marcia Birnbaum Greater New York City Area Details
Marcia Birnbaum's Citi Private Bank Experience May 2015 - Present
Job SVP UHNW Business Manager
Industry Banking
Experience
Citi Private Bank   May 2015 - Present
The Prudential Insurance Company of America  June 2014 - December 2014
FDIC  2010 - 2012
Deloitte & Touche  2007 - 2010
Scarinci Hollenbeck, LLC  2004 - 2007
Asbury Automotive Group  2000 - 2003
Nissan North America  1997 - 2000

Skills
Commercial Real Estate, Banking Law, Mergers & Acquisitions, Regulatory Compliance, Risk Management, Corporate Law, Consumer Law, Product Development, Financial Institutions, Loans, Due Diligence, Corporate Governance, Real Estate, Privacy Law, Litigation, Legal Research, Bankruptcy, Mergers, OFAC, Commercial Litigation, Banking, Litigation Management, Civil Litigation, Restructuring, Employment Law, Legal Writing, Mediation, Financial Regulation, Real Estate Transactions, Securities Regulation, Administrative Law, Arbitration, Securities, Fraud, Legal Advice, Intellectual Property, Licensing, Joint Ventures, Litigation Support, Legal Assistance, Dispute Resolution, AML, Property Law

Education
University of Denver - Sturm College of Law   1993 — 1995
JD, Law

University of California, Berkeley
BS, History, Honors

Anthea Wong Anthea Wong San Francisco Bay Area Details
Anthea Wong's Citi Private Bank Experience June 2015 - August 2015
Job Summer Analyst at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   June 2015 - August 2015
ASUC (UC Berkeley's Student Government)   August 2014 - May 2015
Sotheby's  August 2014 - August 2014
Hongkong Land   May 2014 - July 2014
University of Pennsylvania  January 2014 - April 2014
Abercrombie & Fitch  July 2012 - August 2012
Goldman Sachs  July 2011 - July 2011

Skills
Client Relations, Microsoft Excel, Bloomberg, Reuters, Strategy, Due Diligence, Data Analysis, Presentations, Teamwork, Research, Leadership, Microsoft Office, Fundraising, PowerPoint, KYC

Education
University of California, Berkeley
Bachelor's Degree, Political Economy

Diocesan Girls' School

Elsie Elias Elsie Elias Greater Los Angeles Area Details
Elsie Elias's Citi Private Bank Experience April 2014 - Present
Job Associate Banker AVP at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   April 2014 - Present
Citi Private Bank   August 2012 - April 2014
Bank of America  December 2006 - July 2009
Citibank NA  October 2005 - December 2006
Citibank  July 2004 - October 2005

Skills
Problem Solving, Strategic Planning, Accurate Execution, Mortgage, Loans, Credit, Banking, Portfolio Management, Credit Cards, Customer Service, Mortgage Lending, Customer Relations, Management, Sales, Leadership, Finance, Financial Analysis

Education
University of La Verne   2007 — 2010
Master of Business Administration, Marketing

California State Polytechnic University   2002 — 2004
Bachelor, Business Finance

Rajendra Badu Rajendra Badu Greater New York City Area Details
Rajendra Badu's Citi Private Bank Experience September 2009 - September 2010
Job Safety and Compliance Manager at Kmart Distribution Centre (NZ)
Industry Information Technology and Services
Experience
Kmart Distribution Centre (NZ)   January 2013 - Present
Green Hub Private Limited   October 2010 - March 2012
Citi Private Bank   September 2009 - September 2010

Skills
Business Analysis, Data Analysis, Project Management, Web Development, Requirements Analysis, SDLC, SQL, Usability, Software Project..., SharePoint, Requirements Gathering

Education
The University of Edinburgh   2004 — 2009
Masters + Honours, Mathematical Physics

Leanna Resseguie Leanna Resseguie San Francisco Bay Area Details
Leanna Resseguie's Citi Private Bank Experience January 2010 - March 2011
Job Global Account Manager, SurveyMonkey
Industry Computer Software
Experience
SurveyMonkey  August 2015 - Present
Medallia, Inc.   June 2012 - July 2015
Bridgewater Associates  March 2011 - June 2012
Citi Private Bank   January 2010 - March 2011
Citi Private Bank   September 2008 - December 2009
Citi Private Bank   July 2007 - September 2008
Citi Private Bank   June 2006 - August 2006
Financial Resources Inc.   June 2005 - August 2005
Financial Resources Inc.   June 2004 - August 2004

Skills
Customer Satisfaction, SaaS, Enterprise Software, Customer Experience..., Project Management, Key Account Management, Customer Experience, Management, Analytics, Leadership, Data Analysis, Account Management, Competitive Analysis, E-commerce

Education
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Finance and Management

Gregory H. Fefferman Gregory H. Fefferman Miami/Fort Lauderdale Area Details
Gregory H. Fefferman's Citi Private Bank Experience 2004 - 2009
Job Owner at Jump A Roos Indoor Play and Party Center
Industry Recreational Facilities and Services
Experience
Jump A Roos -- Inflatable Play and Party Center   2011 - Present
Citi Private Bank   2004 - 2009

Skills
Strategic Planning, Wealth Management

Education
The University of Chicago Booth School of Business   1998 — 2000
MBA

Vanderbilt University   1991 — 1995

Kris Xippolitos Kris Xippolitos Greater New York City Area Details
Kris Xippolitos's Citi Private Bank Experience March 2015 - Present
Job Director, Head of Fixed Income Strategy at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   March 2015 - Present
Citi Private Bank   June 2009 - Present
Citi  June 2000 - June 2010
Citi  June 1998 - June 2010

Skills
Fixed Income Products, Strategic Analysis, Portfolio Strategy, Fixed Income, Bonds, Hybrids, High Grade, Analysis, Capital Markets, Derivatives, Emerging Markets, Economics, Financial Markets, Investments, MBS, Portfolio Management, Series 7, Structured Products, Treasury, Bloomberg, Trading

Education
State University of New York College at Cortland   1991 — 1996
BS, Economics and Management Science

Smithtown High School East   1987 — 1991
Bachelor's degree, Regular/General High School/Secondary Diploma Program

kurt muller kurt muller New York, New York Details
kurt muller's Citi Private Bank Experience April 2012 - Present
Job Director, North America Global Lab at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   April 2012 - Present
Citi Private Bank   July 2010 - April 2012
Merrill Lynch  March 2005 - June 2010
Advest, Inc.   April 1998 - February 2005
Massachusetts Educational Finance Authority   May 1994 - February 1998

Skills
Investments, Wealth Management, Series 7, Hedge Funds, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Securities, Retirement Planning, Series 24, Alternative Investments, Equities, Fixed Income, Asset Managment, Asset Management, Portfolio Management, Financial Advisory

Education
Wharton School, University of Pennsylvania
bachelor of science, accounting & decision science

dover-sherborn high school

Alonzo Johnson Alonzo Johnson Greater New York City Area Details
Alonzo Johnson's Citi Private Bank Experience January 2009 - January 2010
Job Marketing/Strategy Support & Office Management
Industry Financial Services
Experience
Clear Channel Outdoor  February 2013 - Present
Angelo, Gordon & Co.   May 2011 - June 2012
Citi Private Bank   January 2009 - January 2010
Entertainer  September 1998 - December 2009
Citi Private Bank   January 2005 - January 2009
Citigroup Private Bank  August 2004 - January 2005
LMI / 3Re.com   December 1997 - January 2001
Warner Bros. Nashville   July 1992 - July 1994

Skills
Corporate Communications, Database Management, Event Management, Hedge Funds, Financial Modeling, Strategic Planning, Microsoft Excel, Financial Analysis, Financial Services, Project Management, Access, CRM, Marketing Communications, Marketing, Analysis, E-commerce, Management, OOH

Education
The University of Memphis   1994 — 1999
Communications, Electronic Media, Music

Hume-Fogg Academic Magnet   1990 — 1994
Honors, Science & Music

Rosangela Dutra Rosangela Dutra Greater New York City Area Details
Rosangela Dutra's Citi Private Bank Experience October 2010 - Present
Job VP, Supervisory Principal at Citi
Industry Financial Services
Experience
Citi  November 2014 - Present
Citi Private Bank   October 2010 - Present
JPM Asset Management  August 2006 - October 2010
Banco do Brasil  January 2003 - August 2006
Banco do Brasil-New York   January 2003 - August 2006
Banco do Brasil  September 2001 - December 2002
Trade Finance Group   July 1999 - September 2001
Belimo Aircontrols (USA), Inc   September 1997 - July 1999

Skills
Banking, Corporate Finance, Fixed Income, Credit, Finance, Equities, Credit Risk, Derivatives, Financial Risk

Education
Universidade Federal Fluminense   1984 — 1989
Degree, Mechanical Engineering

Lauren Varnas Lauren Varnas Chicago, Illinois Details
Lauren Varnas's Citi Private Bank Experience June 2011 - July 2011
Job Account Executive at Intersport
Industry Sports
Experience
Intersport  February 2015 - Present
Teach For America  June 2012 - June 2014
Citi Private Bank   June 2011 - July 2011

Skills
Leadership, Teaching, Sports, Relationship Management, Public Speaking, Teamwork, Collaborative Problem..., Successful under..., Long-term Planning, Lesson Planning, Microsoft Office, Higher Education

Education
The Johns Hopkins University   2012 — 2014
Master's degree, Education

University of Maryland College Park   2008 — 2012
BS, Finance & Marketing

Oak Knoll School   1995 — 2008

Lindsay Della Giustina Lindsay Della Giustina Chicago, Illinois Details
Lindsay Della Giustina's Citi Private Bank Experience 2008 - 2009
Job J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank   February 2013 - June 2015
J.P. Morgan Private Bank   March 2011 - February 2013
SunTrust Bank  November 2009 - March 2011
Citi Private Bank   2008 - 2009

Skills
Asset Allocation, Bloomberg, Portfolio Management, Investments, Private Banking, Investment Management, Fixed Income, Equities, Investment Strategies, Mutual Funds, Hedge Funds, Series 7, Capital Markets, Securities, Derivatives, Series 63, Banking, Financial Analysis, Trading, Private Equity

Education
Syracuse University - Martin J. Whitman School of Management   2004 — 2008
B.S., Accounting and Finance

Jonathan Leach Jonathan Leach New York, New York Details
Jonathan Leach's Citi Private Bank Experience July 2015 - Present
Job Managing Director Citi Private Bank at Citi
Industry Banking
Experience
Citi Private Bank   July 2015 - Present
Citi Private Bank   March 2005 - June 2015

Education
University of Nottingham   1997 — 2000
Bachelor of Arts (BA), Economics

Georgia Whiting Georgia Whiting New York, New York Details
Georgia Whiting's Citi Private Bank Experience August 2014 - Present
Job North America Marketing at Citi Private Bank
Industry Marketing and Advertising
Experience
Citi Private Bank   August 2014 - Present
Clayton Utz  September 2012 - August 2014
Corrs Chambers Westgarth  January 2012 - September 2012
Middletons   July 2011 - December 2011
Middletons   December 2009 - July 2011

Skills
Marketing Communications, Event Management, Business Development, Financial Analysis

Education
St Johns College, Sydney University   2007 — 2009

The University of Notre Dame Australia   2007 — 2009
B Commerce, Marketing & Management

Loreto Normanhurst   2001 — 2005

Laura (Horne) Stumm Laura (Horne) Stumm Greater Los Angeles Area Details
Laura (Horne) Stumm's Citi Private Bank Experience January 2010 - March 2011
Job at CBRE
Industry Financial Services
Experience
CBRE  March 2011 - Present
Citi Private Bank   January 2010 - March 2011
Citi Private Bank   July 2007 - December 2009

Education
University of Notre Dame   2003 — 2007
BA, Finance

Flintridge Sacred Heart Academy   1999 — 2003

CFA Institute

Elizabeth Gingrave Elizabeth Gingrave Hartford, Connecticut Area Details
Elizabeth Gingrave's Citi Private Bank Experience July 2012 - April 2013
Job Financial Analyst at Aetna
Industry Financial Services
Experience
Aetna  April 2013 - Present
Citi Private Bank   July 2012 - April 2013
Business Career Center, University of Connecticut School of Business   October 2010 - July 2012
Mercado Global  July 2011 - August 2011
Social Entrepreneur Corps  May 2011 - July 2011
Back-Track USA   May 2010 - July 2010

Skills
Microsoft Office, Spanish, Analysis, Leadership, Access, Fundraising, Time Management, Customer Service

Education
Western New England University   2013 — 2015
Master of Business Administration (M.B.A.)

The University of Connecticut School of Business   2008 — 2012
Bachelor of Science, Business; Finance, Communications, International Studies

Evans Attwell Evans Attwell Houston, Texas Area Details
Evans Attwell's Citi Private Bank Experience 2002 - 2012
Job Senior Vice President Private Banking Group at Frost Bank
Industry Banking
Experience
Frost Bank  June 2012 - Present
Citi Private Bank   2002 - 2012
Frost Bank  2001 - 2001
McFarland, Grossman & Company   1999 - 2001
JP Morgan Chase (formerly Texas Commerce Bank)   1988 - 1998
Royal Bank of Canada (formerly Rauscher Pierce Refsnes)   1983 - 1986

Skills
oral and written..., analytical, interpersonal, organizational, Relationship Management, Building Relationships, Business Development, Marketing, Networking, Referrals, Teamwork, Private Equity, High Net Worth...

Education
The University of Texas at Austin   1986 — 1988
Master of Business Administration (M.B.A.), Accounting and Finance

Washington and Lee University   1979 — 1983
Bachelor of Science (B.S.), Business/Commerce, General

The Kinkaid School   1968 — 1979
Diploma

Deborah Gandy Deborah Gandy Washington D.C. Metro Area Details
Deborah Gandy's Citi Private Bank Experience June 2007 - November 2009
Job Managing Director, Chevy Chase Trust
Industry Investment Management
Experience
Chevy Chase Trust  December 2009 - Present
Citi Private Bank   June 2007 - November 2009
US Trust Company  June 1998 - June 2007
Signet Bank  1986 - 1997

Skills
Estate Planning, Strategic Financial..., Investments, High Net Worth..., Investment Management, Private Banking, Wealth, Trust Services, Business Development, Real Estate, Tax, Finance, Asset Management

Education
University of North Carolina at Chapel Hill   1973 — 1977
Bachelor of Science (BS), Business Administration

Alka Sharma Alka Sharma Greater New York City Area Details
Alka Sharma's Citi Private Bank Experience 2009 - 2010
Job Market Risk Management
Industry Financial Services
Experience
Credit Suisse  2015 - Present
Consultant  2010 - 2014
Citi Private Bank   2009 - 2010
Deutsche Bank  2007 - 2009
Deutsche Bank  June 2006 - August 2006

Skills
FX, Derivatives, Options, Currency, Swaps, Financial Markets, Reuters, Bloomberg, FXall, FX Connect, FX Options, Electronic Trading, Hedge Funds, Interest Rate..., Emerging Markets, Investment Banking, Capital Markets

Education
The University of Connecticut School of Business   2014 — 2015
Master's Degree, Financial Risk Management

The University of Chicago Booth School of Business   2005 — 2007
MBA, Finance, Accounting and Managerial & Organizational Behavior

Centenary College
Bachelor's Degree, Business Administration, summa cum laude

Bernadette Hobson Bernadette Hobson Washington, District Of Columbia Details
Bernadette Hobson's Citi Private Bank Experience June 2008 - July 2010
Job M.A. Candidate Latin American Studies, School of Foreign Service, Georgetown University
Industry International Trade and Development
Experience
U.S. Department of State   June 2015 - August 2015
U.S. Department of State   February 2015 - April 2015
Wells Fargo Securities, LLC  February 2014 - August 2014
UC Berkeley  August 2013 - December 2013
Citi Private Bank   June 2008 - July 2010
Washington Mutual Home Loans  March 2007 - December 2007
CUNA Mutual Group  November 2004 - March 2007
Washington Mutual Financial Services  June 2002 - November 2004

Skills
International Relations, International..., Research, Policy Analysis, Analysis, Nonprofits, Public Speaking, Politics, Qualitative Research, Management, Spanish, Public Policy, Event Planning, Community Outreach, Leadership, Fundraising, Crowdfunding, Social Media Marketing, Corporate Social...

Education
School of Foreign Service, Georgetown University   2014 — 2016
Master of Arts (M.A.), Latin American Studies with concentration in Development & Diplomacy

University of California, Berkeley   2010 — 2013
B.A., International Development Studies, Distinction in General Scholarship

Universidad Nacional Autónoma de México   2013 — 2013
University of California Education Abroad Program, Facultad de Ciencias Políticas y Sociales y Facultad de Filosofía y Letras

Cassandra Lenahan Cassandra Lenahan Greater New York City Area Details
Cassandra Lenahan's Citi Private Bank Experience April 2005 - November 2008
Job Experienced Marketing and Communications Professional
Industry Financial Services
Experience
Gargiulo + Partners   2010 - Present
Citi Private Bank   April 2005 - November 2008
Bank of America  September 2002 - March 2005
JPMorgan Private Bank  August 1997 - August 2002
Merrill Lynch  1993 - 1997

Skills
Financial Services, Alternative Investments, Strategy

Education
French Culinary Institute   2010 — 2011
Classic Culinary Arts

University of Michigan   1989 — 1993
BA, International Relations

American School in London   1988 — 1989

Kristin Chisam Kristin Chisam Washington D.C. Metro Area Details
Kristin Chisam's Citi Private Bank Experience June 2013 - Present
Job
Industry Real Estate
Experience
Citi Private Bank   June 2013 - Present
Citibank, N.A.   October 2011 - June 2013
Toll Brothers  June 2006 - October 2011
The Bozzuto Group  May 2005 - April 2006
American Cancer Society  February 2004 - March 2004

Skills
Contract Negotiation, Marketing, Management, Real Estate, Sales, Recruiting, Team Building, CRM, Team Leadership, Event Planning, Event Management, Customer Service, Competitive Analysis, Operations Management, Investment Properties, First Time Home Buyers, Microsoft Excel, Sellers, Microsoft Office, Marketing Strategy, Advertising

Education
University of Maryland University College   2007 — 2015
Canidate, Masters in Business Administration

Towson University   2001 — 2006
BS, E-Busines, Business Administration with a Concentration in Marketing

Heather Rich, CAIA Heather Rich, CAIA Greater New York City Area Details
Heather Rich, CAIA's Citi Private Bank Experience August 2007 - Present
Job Director, Investment Counselor Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank   August 2007 - Present
Lehman Brothers  May 2006 - August 2006
Atlantic Trust  August 2002 - July 2005

Skills
Alternative Investments, Portfolio Management, Investments, Hedge Funds, Private Equity, Asset Allocation, Investment Banking, Due Diligence, Financial Analysis, Risk Management, Banking, Structured Products, Private Banking, High Net Worth..., Real Estate, Management, Quantitative Analytics, Capital, Equities, Fixed Income

Education
University of North Carolina at Chapel Hill   2005 — 2007
MBA, Finance

Tufts University   1998 — 2002
BA, Economics, German

Christopher J. DeMonte, CFA Christopher J. DeMonte, CFA Chicago, Illinois Details
Christopher J. DeMonte, CFA's Citi Private Bank Experience November 2007 - December 2009
Job Senior Vice President, Wealth Advisor at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman Wealth Management   September 2013 - Present
JP Morgan Private Bank  December 2009 - September 2013
Citi Private Bank   November 2007 - December 2009
Optimum Investment Advisors, LLC   April 2006 - October 2007
Northern Trust  October 2004 - April 2006
U.S. Trust Company   January 2000 - October 2004

Skills
Asset Allocation, Wealth Management, High Net Worth..., Portfolio Management, Alternative Investments, Investments, Management, Financial Advisory, Private Banking, Fixed Income, Investment Strategies, Wealth, Wealth Management..., Series 7

Education
University of Wisconsin, Madison   1989 — 1993
Bachelor of Arts, Political Science, International Relations

Universidad de Sevilla   1992 — 1992

Scott Edmonds Scott Edmonds Old Greenwich, Connecticut Details
Scott Edmonds's Citi Private Bank Experience January 2015 - Present
Job Head of U.S. Fixed Income at Citi Investment Management
Industry Investment Management
Experience
Citi Private Bank   January 2015 - Present
Citi Private Bank   October 2010 - December 2014
Wilmington Trust  June 1989 - October 2010

Skills
Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds, Asset Management, Equities, Asset Allocation, Investments, Wealth Management, Investment Management, Private Equity, Series 7, Financial Modeling, Risk Management, Relationship Management, Capital Markets, Bonds, Derivatives, Bloomberg, Management

Education
University of Delaware
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Artem Maslyuk Artem Maslyuk Greater New York City Area Details
Artem Maslyuk's Citi Private Bank Experience February 2015 - Present
Job Senior Business Analyst at Citi
Industry Banking
Experience
Citi Private Bank   February 2015 - Present
Zurich Santander Insurance Americas   March 2013 - May 2014
Zurich Global Life North America   September 2012 - February 2013
Zurich Global Life North America   March 2011 - September 2012
Office for the Vice President for Research, Office of Research Compliance   January 2009 - December 2010
Marsh & McLennan Companies, Inc.   July 2009 - July 2010
Dr. Douglas Schwarz DBA Eastside Medical Group   June 2008 - August 2008

Skills
Microsoft Excel, Financial Analysis, Account Reconciliation, Accounting, Spreadsheets, Insurance, Finance, Forecasting, Human Resources, Strategic Financial..., Data Entry, SAP, Expense Management, Expense Reports, IFRS, Cash Flow Reporting, Financial Forecasting, Financial Accounting, Analysis, Corporate Finance, Data Analysis, Financial Modeling, Financial Planning, Software Documentation, Financial Reporting, Valuation, General Ledger

Education
Stony Brook University   2007 — 2010
Honors B.S., Business Management

Townsend Harris High School   2004 — 2007

Steve Milender Steve Milender San Francisco, California Details
Steve Milender's Citi Private Bank Experience May 2011 - September 2014
Job Vice President Mortgage Specialist
Industry Banking
Experience
Bank of New York Mellon  September 2014 - Present
Citi Private Bank   May 2011 - September 2014
Bank of America Home Loans  March 2003 - 2010
Raxon Fabrics, Inc   2002 - 2003
SJ Milender & Associates   2001 - 2002
The Robert Allen Group  1997 - 2001
Covington Fabric and Design  1992 - 1997
Fieldcrest Cannon, Inc.   1982 - 1992

Skills
Loans, Mortgage Banking, Mortgage Lending, Credit, FHA, Sales, Real Estate, Residential Mortgages, Loan Origination, New Business Development, Finance, Investment Properties, Leadership, Negotiation, Business Development, Strategic Partnerships, Team Building, Marketing Strategy, Banking, Budgets, Strategic Planning, Refinance, Investments

Education
Tufts University   1973 — 1977
Bachelor of Arts, Social Psychology

Jeffrey Yung Jeffrey Yung Washington D.C. Metro Area Details
Jeffrey Yung's Citi Private Bank Experience July 2013 - August 2013
Job Business Technology Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte  September 2014 - Present
Christian Dior Couture  June 2014 - August 2014
Citi Private Bank   July 2013 - August 2013
China Merchants Securities (HK) Co., Ltd.   June 2013 - June 2013
BOCI  June 2012 - July 2012

Skills
PowerPoint, Microsoft Excel, VBA, Trading, Equities

Education
The Johns Hopkins University   2010 — 2014
Applied Mathematics & Statistics, International Studies, Economics

Kent School   2007 — 2010

Hong Kong International School   1999 — 2007

William Olmstead William Olmstead Washington, District Of Columbia Details
William Olmstead's Citi Private Bank Experience November 2014 - Present
Job Associate Banker at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   November 2014 - Present
Citi Private Bank   July 2013 - November 2014
Citi  July 2012 - July 2013

Skills
Banking, Relationship Management, Investments, Credit, Portfolio Management, Loans, Analysis, Credit Analysis, Microsoft Office, Financial Risk, Credit Risk, Finance, Financial Services, Accounting, Financial Analysis, Series 7, Series 66

Education
University of Delaware   2008 — 2012
Bachelor of Science (B.S.), Double Major: Finance, Marketing

Dana Van Brunt Dana Van Brunt New York, New York Details
Dana Van Brunt's Citi Private Bank Experience May 2011 - January 2015
Job
Industry Banking
Experience
Citi  January 2015 - Present
Citi Private Bank   May 2011 - January 2015
M&T Bank  July 2009 - May 2011
M&T Bank  July 2009 - June 2010
J. McLaughlin  December 2006 - June 2009
Vassar College  September 2008 - May 2009
Turner Broadcasting System  June 2007 - August 2007
In The Pink Stores, Inc.   June 2004 - August 2006

Skills
Licenses: Series 7, 66..., Banking, Fixed Income, Equities, Credit, Capital Markets, Portfolio Management, Credit Cards, Loans, Credit Risk, Financial Services, Retail Banking, Bloomberg, Commercial Banking, Hedge Funds, Investments

Education
Vassar College   2005 — 2009
Bachelor of Arts (B.A.), Economics & Psychology

University College Dublin   2008 — 2008
Economics & Psychology

The Pingry School   2001 — 2005

Elisaveta Marsova Elisaveta Marsova Philadelphia, Pennsylvania Details
Elisaveta Marsova's Citi Private Bank Experience June 2014 - Present
Job Analyst at Citi Private Bank
Industry
Experience
Citi Private Bank   June 2014 - Present
Institute of Contemporary Art at University of Pennsylvania  September 2011 - Present
Société Générale   June 2013 - August 2013
Hansae Fashion Worldwide  August 2012 - August 2012
Art Observed  June 2012 - June 2012
Naval Postgraduate School  June 2011 - August 2011
The Wharton School  September 2010 - May 2011

Skills
Economics, Microsoft Excel

Education
University of Pennsylvania - The Wharton School   2010 — 2014
Bachelor of Science (B.S.), Economics/Finance

Russell A Labrasca, Jr Russell A Labrasca, Jr Houston, Texas Details
Russell A Labrasca, Jr's Citi Private Bank Experience September 2011 - Present
Job Managing Director/Citi UHNW Private Bank
Industry Financial Services
Experience
Citi Private Bank   September 2011 - Present
Wells Fargo Bank  February 2000 - June 2011

Education
University of Cincinnati   1970 — 1974
B.S., Education, Am. Hist, Mathematics

Lyndon Keyes Lyndon Keyes Greater New York City Area Details
Lyndon Keyes's Citi Private Bank Experience October 2008 - May 2014
Job Senior Vice President Merchant Sales Operations at First Data Corporation
Industry Financial Services
Experience
First Data Corporation  March 2015 - Present
First Data Corporation  May 2014 - March 2015
Citi Private Bank   October 2008 - May 2014
Citi Smith Barney  April 2006 - October 2008
Smith Barney  August 2005 - April 2006
Salomon Smith Barney  January 2000 - August 2005
Salomon Smith Barney  June 1986 - January 2000
American Express  June 1984 - June 1986

Skills
Series 7, Wealth Management, Mutual Funds, Capital Markets, Private Banking, Series 24, Brokerage, Private Wealth..., Series 3, Series 9/10, Client website..., Series 65, Asset Management, Investment Management, Fixed Annuities, Management, Equities, Fixed Income, Wealth Management..., Portfolio Management, Alternative Investments, FINRA, Hedge Funds, Investments, Risk Management, Banking, Investment Strategies, Financial Services, Asset Allocation, Investment Advisory, Series 63, Securities

Education
New York University - Leonard N. Stern School of Business   1987 — 1990
MBA, Finance

University of Pennsylvania   1980 — 1984
BA, Economics

University of Pennsylvania - The Wharton School   1980 — 1984
BS Economics, Finance

Nina Baranchuk Nina Baranchuk Pittsburgh, Pennsylvania Details
Nina Baranchuk's Citi Private Bank Experience September 1998 - April 2010
Job Chief Investment Officer at First Commonwealth Financial Corporation
Industry Investment Management
Experience
First Commonwealth Financial Corporation  February 2013 - Present
Sandy Spring Bank  December 2011 - February 2013
Citi Private Bank   September 1998 - April 2010
Wilmington Trust Company  October 1991 - September 1998
Wilmington Trust Company  March 1987 - October 1991
University of Delaware  September 1982 - February 1986

Skills
Wealth Management, Asset Management, Equities, Investments, Mutual Funds, Financial Analysis, Foundations, Endowments, ERISA, Customer Relations, Product Development, Account Management, Research, Alternative Investments, Investment Advisory, Series 7, Portfolio Management, Bloomberg, ETFs, Hedge Funds, Investment Strategies, Financial Planning, Investment Policy, Fixed Income, Series 63, Series 66, Institutional Investors, Private Banking, Private Equity, Financial Advisory, Bonds, Retirement Planning, Derivatives, Morningstar, Equity Research, Financial Markets, High Net Worth..., Banking, Equity Valuation, Options, Series 24, Capital Markets, Asset Managment, Securities, Financial Services, Estate Planning, Asset Allocation, Investment Management, Wealth Management..., Fund Of Funds

Education
University of Delaware   1981 — 1984
MBA, Business / Finance

University of Delaware - Lerner College of Business and Economics   1972 — 1974
BA, Economics

Steven Franklin Steven Franklin Greater Chicago Area Details
Steven Franklin's Citi Private Bank Experience July 2005 - November 2007
Job Regional Director at American Associates, Ben Gurion University of the Negev
Industry Financial Services
Experience
American Associates, Ben Gurion University of the Negev  January 2012 - Present
GCG Financial  September 2009 - December 2011
Performance Trust Investment Advisors   January 2009 - May 2009
American Asset Management Services Corp   January 2008 - May 2008
Citi Private Bank   July 2005 - November 2007
JPMorgan Private Client Services  January 2004 - June 2005
First National Bank of Chicago  1983 - 2003
Old Stone Bank  1981 - 1983
Continental Illinois National Bank  1974 - 1981

Education
University of Michigan - Stephen M. Ross School of Business   1972 — 1974
MBA, International Business, Finance

University of Michigan   1968 — 1972
BA, Political Science, Economics

Celine Ernst Celine Ernst Miami, Florida Details
Celine Ernst's Citi Private Bank Experience October 2007 - March 2010
Job Vice President Investment Specialist at Citi Private Bank
Industry Banking
Experience
Citi Private Bank Latin America   March 2010 - Present
Citi Private Bank   October 2007 - March 2010
Lehman Brothers  September 2006 - October 2007

Skills
Fixed Income, Series 7, Alternative Investments, Capital Markets, Hedge Funds, Equities, Wealth Management, Derivatives, Private Banking, Portfolio Management, Financial Markets, Securities, Asset Management, Investment Banking, Investment Strategies, Emerging Markets, Bloomberg, Structured Products, Asset Allocation, Wealth Management..., FX Options, Series 63, Bonds, Trading, Investment Advisory, Mutual Funds, Investments, Equity Derivatives, Options, Financial Services

Education
University of Miami - School of Business   2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General

Joshua Servais Joshua Servais Washington D.C. Metro Area Details
Joshua Servais's Citi Private Bank Experience August 2004 - November 2007
Job Teacher at Fredericksburg Christian Schools
Industry Primary/Secondary Education
Experience
Fredericksburg Christian Schools  August 2008 - Present
Citi Private Bank   August 2004 - November 2007
United States Naval Aviation Schools Command   March 2004 - June 2004
Massanutten Ski Resort  December 2001 - March 2003

Skills
Classroom Management, Curriculum Development, Curriculum Design, Teaching, Higher Education

Education
University of Mary Washington   2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

University of Virginia   2001 — 2003
Bachelor of Arts, Biology, Pre-Med

Larry Levine Larry Levine Greater New York City Area Details
Larry Levine's Citi Private Bank Experience 2005 - 2011
Job Senior Client Service, Process, and Operations Executive
Industry Financial Services
Experience
J.P. Morgan Chase & Co., Treasury & Securities Services   2012 - 2014
Citi Private Bank   2005 - 2011
Citigroup  2000 - 2005
Bankers Trust/Deutsche Bank  1997 - 2000
Coutts & Co (USA) Inc. ⎯ Service Management Company   1994 - 1997
Citibank, N.A. - Private Banking Group, Western Hemisphere Division   1988 - 1994
Citibank, N.A. - World Corporation Group   1986 - 1988
Citibank, N.A. - Citibank International - Cleveland, Ohio   1985 - 1986
Citibank, N.A. - Citibank International - Chicago, Illinois   1982 - 1985

Skills
Strategy, Leadership, Cross-functional Team..., Management, Process Improvement, Banking, Change Management, Financial Services, Wealth Management, Operations Management, Program Management, Team Leadership, Customer Service..., Business Analysis, Project Management, Leading Change, Budgets, Risk Management, Credit, Project Planning, Fixed Income, Coaching and Mentoring, Client Services, Client Experience, Leadership Development, Private Banking, Customer Satisfaction, Continuous Improvement, Exceptional written..., Team Building, Customer Service, Productivity Improvement, Relationship Building, Creative Solutions, Organizational..., Key Performance..., Quality Control, Recruiting, Business Strategy, Teaching, Teamwork, Team Management, User Experience, Transaction/Treasury..., Oral Communication

Education
Syracuse University
MBA, Finance

Syracuse University
BA, Economics

Bryan Lord Bryan Lord San Francisco Bay Area Details
Bryan Lord's Citi Private Bank Experience August 2000 - September 2004
Job High Net Worth Lending Advisor at Morgan Stanley Private Bank, N.A.
Industry Banking
Experience
Morgan Stanley Private Bank, N.A.   April 2014 - Present
Morgan Stanley Private Bank, N.A.   October 2010 - Present
KeyBank  October 2005 - December 2008
Wells Fargo Bank Private Client Services   September 2004 - October 2005
Citi Private Bank   August 2000 - September 2004
Citicorp Real Estate  July 1991 - July 2000

Skills
Loans, Private Banking, Credit Analysis, Credit, Mortgage Lending, Series 7, Wealth Management..., Banking, Small Business Lending, Underwriting, Portfolio Management, Wealth Management, Capital Markets, Asset Managment, Investments, Commercial Banking, Investment Advisory, Commercial Lending

Education
University of California, San Diego
BA, Economics

Sara Doutt Sara Doutt Dallas, Texas Details
Sara Doutt's Citi Private Bank Experience August 2013 - Present
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   August 2013 - Present
J.P. Morgan   June 2012 - August 2013
J.P. Morgan   2011 - June 2012
J.P. Morgan   June 2010 - 2011

Skills
Asset Managment, Asset Management, Finance, Financial Analysis, Financial Modeling, Investment Banking, Portfolio Management, Securities, Series 7, Series 63, Bloomberg, Hedge Funds, Investments, Equities, Wealth Management, Private Banking, Banking, Credit, Alternative Investments, Financial Services, Financial Advisory, Asset Allocation, Cash Management, Risk Management, Mortgage Lending, Fixed Income, Capital Markets, Derivatives, Analysis, Financial Markets, Private Equity, Relationship Management, AML, Equity Research, Wealth

Education
University of Cincinnati College of Business   2009 — 2010
MBA, Focus in Finance

Xavier University   2005 — 2009
BSBA, Finance

Laura Dlug Laura Dlug Greater New York City Area Details
Laura Dlug's Citi Private Bank Experience August 2009 - February 2011
Job Advisory Board Member Liaison at Credit Suisse, AVP
Industry Financial Services
Experience
Credit Suisse  March 2015 - Present
The Yoga Room  May 2013 - Present
Credit Suisse  November 2012 - March 2015
Credit Suisse  January 2012 - November 2012
Citi Private Bank   August 2009 - February 2011
Morgan Stanley Smith Barney  October 2007 - July 2009

Skills
Project Management, Social Media, Public Speaking, Microsoft Office, MS Excel Pivot Tables, Written & Oral..., Event Management, Event Planning, Human Resources, Leadership, Marketing

Education
University at Buffalo   2001 — 2005
BFA, Music Theatre

Clif Gill Clif Gill Greater Chicago Area Details
Clif Gill's Citi Private Bank Experience 2006 - Present
Job Private Bank and Commercial Banking Professional in Chicago
Industry Banking
Experience
Citi Private Bank   2006 - Present
Fifth Third Bank  2004 - 2006
ORIX  1999 - 2004
GE Capital  1996 - 1998
Household Finance  1982 - 1995

Skills
LBO, Loans, Commercial Lending, Commercial Banking, Credit, Structured Finance, Middle Market, Securities, Asset Based Lending, Finance, Mergers & Acquisitions, Portfolio Management, Financial Risk, Banking, Credit Analysis, Equities

Education
University of Illinois Chicago   1980 — 1981
MBA CPA, Finance Accountin

University of Illinois at Urbana-Champaign   1975 — 1979
BS, Chemistry

Jim Herlihy Jim Herlihy San Francisco Bay Area Details
Jim Herlihy's Citi Private Bank Experience April 1986 - March 2007
Job Managing Director, Deutsche Bank Asset and Wealth Management
Industry Investment Management
Experience
Deutsche Bank, Asset and Wealth Management  June 2007 - Present
Citi Private Bank   April 1986 - March 2007
Bank of America  January 1973 - April 1986

Skills
Fixed Income, Venture Capital, Mergers, Due Diligence, Structured Finance, Asset Managment, Asset Allocation, Capital Markets, Derivatives, Trust and estates, Investment Strategies, Investment Management, International Sales, Hedge Funds, Credit Analysis, Wealth Management, Initergenerational..., International Relations, Series 7, Series 63, Private Equity, Wealth Management Sales..., Equity Capital Markets, Commercial Real Estate..., Corporate Finance, Equities, Collateral Management, Alternative Investments, Funding, Mergers & Acquisitions, Private Banking, Entrepreneurship, Joint Ventures, Banking, Financial Services, Asset Management, Finance, Management

Education
The London School of Economics and Political Science (LSE)   1969 — 1972
Ll.B., Law

James Bridgman James Bridgman Dallas/Fort Worth Area Details
James Bridgman's Citi Private Bank Experience October 2006 - January 2010
Job Regional Director Northern Trust Global Family & Private Investment Offices
Industry Financial Services
Experience
Northern Trust  November 2012 - Present
Northern Trust Company  December 2009 - November 2012
Citi Private Bank   October 2006 - January 2010
Northern Trust Global Investments  1995 - 2006
Aetna Capital Management  1986 - 1995

Skills
Wealth Management, Alternative Investments, Series 7, Wealth Management..., Mutual Funds, Asset Managment, High Net Worth..., Investments, Series 63, Investment Management, Equities, Finance, Financial Services, Fixed Income, Financial Advisory, Investment Advisory, Private Banking, Securities, Investment Strategies, Asset Management, Morningstar, Asset Allocation, Hedge Funds

Education
Texas Tech University - Rawls College of Business   1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General

Sally Cates Sally Cates Greater New York City Area Details
Sally Cates's Citi Private Bank Experience 2000 - 2007
Job Executive Vice President at Epsilon
Industry Marketing and Advertising
Experience
Epsilon  April 2008 - Present
Thomson Financial  2006 - 2008
Citi Private Bank   2000 - 2007
Citigroup  1994 - 2005

Education
University of California, Santa Barbara   1976 — 1980

Tim O'Mara, CFA Tim O'Mara, CFA New York, New York Details
Tim O'Mara, CFA's Citi Private Bank Experience October 2014 - Present
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   October 2014 - Present
Fidelity Investments  February 2012 - October 2014
Merrill Lynch  August 2008 - September 2011
Wachovia, A Wells Fargo Company  July 2005 - May 2008

Skills
Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Finance, Investments, Loans, Portfolio Management, Mutual Funds, Financial Advisory, Mortgage Lending, Securities, Fixed Annuities, Capital Markets, Relationship Management, Sales, Financial Analysis, Investment Strategies, Asset Allocation, Asset Management

Education
CFA Institute
CFA Charterholder

University of Central Florida - College of Business Administration   2000 — 2004
BSBA, Finance

Samantha McLaren Samantha McLaren San Francisco, California Details
Samantha McLaren's Citi Private Bank Experience June 2013 - Present
Job Investment Associate at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   June 2013 - Present
Kappa Kappa Gamma  December 2011 - December 2012
Sungevity  May 2012 - August 2012
Sankofa Elementary   August 2010 - December 2011
Meadow Swim and Tennis Club   May 2007 - December 2011

Skills
Social Networking, Coaching, Time Management, Teamwork, Hold Series 7, Hold Series 66, Data Analysis, Highly personable, Conversational Spanish, Multitasking Skills, Microsoft Excel, Highly Organized &..., Adaptable & a quick..., Well Presented, Positive Team Player, Highly responsible, Quick Thinker, Microsoft Technologies, Solar Energy, Salesforce.com, Bloomberg, PowerPoint, Public Speaking, Investments, Critical Thinking, Microsoft Word, Financial Analysis, Outlook, SPSS, Spanish, Microsoft Office

Education
University of California, Berkeley   2009 — 2013
Bachelor of Arts (B.A.), Political Economy

Eric Duermeyer Eric Duermeyer New York, New York Details
Eric Duermeyer's Citi Private Bank Experience November 2009 - August 2014
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   August 2014 - Present
Citi Private Bank   November 2009 - August 2014
Citi  September 2005 - November 2009
9th St. Bookstore   May 1999 - January 2005

Skills
Series 7, Series 66, Corporate Communications, Highly detail oriented, Digital Photography, Photo Editing, Microsoft Technologies, Apple Mobile Products, Mac OS, Literature, Writing, Uniform Combined State..., Image Editing, Financial Services, Investments, KYC, Internal Audit

Education
University of Missouri-Columbia   1997 — 2001
BA, English Language and Literature/Letters

Alicia Hinojosa Alicia Hinojosa New York, New York Details
Alicia Hinojosa's Citi Private Bank Experience August 2013 - Present
Job Investment specialist at CITI Private Bank
Industry Capital Markets
Experience
CITI Private Bank   August 2013 - Present

Skills
Series 7, Series 63, Investment Advisory, Private Banking, Equity Trading, Mutual Funds, Asset Allocation, ETFs, Investment Strategies, Alternative Investments, High Net Worth..., Options, Securities, Investments, Asset Management, Equities, Capital Markets

Education
Universidad Regiomontana, A.C.
Bachelor of Business Administration (B.B.A.), Finance, General

Jennifer Zhao Jennifer Zhao Greater New York City Area Details
Jennifer Zhao's Citi Private Bank Experience June 2012 - February 2015
Job Associate at Clayton Dubilier & Rice
Industry Financial Services
Experience
Citi Private Bank   June 2012 - February 2015
Credit Suisse  June 2011 - August 2011
Brown Brothers Harriman  June 2010 - August 2010

Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Equities, Fixed Income, Derivatives, Data Analysis, PowerPoint, Microsoft Office

Education
University of Pennsylvania - The Wharton School   2008 — 2012
Bachelor of Science (B.S.), Economics

william orbach william orbach Greater New York City Area Details
william orbach's Citi Private Bank Experience 2005 - 2007
Job vice president at citigroup
Industry Banking
Experience
citigroup  vice presidentCitibank1989 - 2008
Citi Private Bank   2005 - 2007
citigroup  1989 - 2007
citigroup  1989 - 2007

Skills
Negotiation, Banking, Vendor Management, Management, SDLC, IT Strategy, Risk Management, Business Analysis, Portfolio Management, Cross-functional Team..., Team Leadership, Analysis, PMO, Process Improvement, Program Management, Project Portfolio..., Mergers & Acquisitions, Strategy, Business Process..., Outsourcing, Analytics, Financial Services, Governance

Education
University of Louisville   1981 — 1984
MBA, Management

The Graduate Center, City University of New York   1967 — 1973

Yeshiva University   1963 — 1970
BA, Political Science

David Iosfin David Iosfin Greater New York City Area Details
David Iosfin's Citi Private Bank Experience June 2007 - August 2007
Job Client Reporting & Investment Performance Analyst at Genpact
Industry Financial Services
Experience
GENPACT - OpenWealth Operations   June 2014 - Present
Morgan Stanley Private Wealth Management  July 2012 - June 2014
Greg Perez & Associates / 2010   June 2010 - July 2010
Citi - Private Bank  June 2007 - August 2007

Skills
Financial Analysis, Access, Data Analysis, Portfolio Management, Accounting, Budgets, Analysis, Forecasting, Investments, Financial Reporting, Financial Accounting, Project Management, Process Improvement, Teamwork, Financial Modeling, Finance, Fixed Income

Education
State University of New York at Buffalo   2008 — 2012
Bachelor of Science (B.S.), FINANCE

Tottenville High School   2004 — 2008
Advanced Regents, Academy of Finance

Michael Gould Michael Gould New York, New York Details
Michael Gould's Citi Private Bank Experience October 2013 - Present
Job Assistant Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   October 2013 - Present
PricewaterhouseCoopers  September 2008 - October 2013
PricewaterhouseCoopers  June 2007 - August 2007

Skills
Investment Banking, Hedge Funds, Financial Reporting, Valuation, Private Equity, Market Risk, Liquidity Risk, Capital Markets

Education
State University of New York at Buffalo   2004 — 2008
Bachelor of Science, Business Administration, Accounting and Finance

Shruti Potdar Shruti Potdar Greater New York City Area Details
Shruti Potdar's Citi Private Bank Experience July 2012 - June 2014
Job Global Field Enablement at American Express
Industry Financial Services
Experience
American Express  August 2015 - Present
Citi - Treasury and Trade Solutions   June 2014 - July 2015
Citi Private Bank   July 2012 - June 2014
Connecticut Center   October 2011 - December 2011
Tutor.com  May 2011 - August 2011
Janou Pakter  May 2011 - August 2011
University of Connecticut  January 2010 - May 2011

Skills
Market Research, Microsoft Word, Microsoft Office, PowerPoint, SharePoint, Project Management, Financial Analysis, Microsoft Excel, Business Development, Customer Service

Education
The University of Connecticut   2008 — 2012
Bachelor of Science

Maria Karina Ochoa Maria Karina Ochoa New Hartford, New York Details
Maria Karina Ochoa's Citi Private Bank Experience May 2006 - May 2010
Job at
Industry Consumer Services
Experience
BNY Mellon  February 2015 - Present
Utica School District, Jones Elementary   March 2014 - February 2015
Continental Home Care Agency   July 2013 - January 2014
Citibank NA  March 2012 - July 2013
Very Important People   June 2011 - February 2012
Bank of America  May 2010 - August 2010
Fluffy White Dog Treats   June 2009 - August 2010
Citi Private Bank   May 2006 - May 2010
Bank of America  April 2004 - May 2006
The Bank of New York  September 2000 - February 2004

Skills
Community Outreach, Teamwork, Strategic Planning, Client Loyalty, Sales Management, Time Management, Market Research, Customer Relations, Negotiation, Customer Service, Management, Banking, Microsoft Excel, Microsoft Office, Financial Analysis, Sales, Training, Business Strategy, Research, Leadership, PowerPoint

Education
State University of New York at Albany   2011 — 2011
Early Childhood, Education

Syracuse University   2001 — 2005
Bachelor of Science, Management Finance

Utica College   2001 — 2005
Management, Finance

Eppy Giles Eppy Giles San Francisco Bay Area Details
Eppy Giles's Citi Private Bank Experience September 2013 - August 2015
Job Retired Financial Services Professional
Industry Financial Services
Experience
Citi Private Bank   September 2013 - August 2015
Wells Fargo  May 1987 - June 2013

Skills
Portfolio Management, Wealth Management, Investments, Asset Allocation, High Net Worth..., Estate Planning, Financial Services, Banking, Asset Management, Private Banking, Investment Management, Wealth, Investment Advisory, Commercial Banking, Retirement Planning, Alternative Investments, Series 7, Wealth Management...

Education
University of California, Berkeley   1974 — 1978
B.A., Political Science

Haley (Graber) Burns, MBA Haley (Graber) Burns, MBA Denver, Colorado Details
Haley (Graber) Burns, MBA's Citi Private Bank Experience July 2007 - Present
Job Vice President at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   July 2007 - Present
EY  March 2006 - July 2008
Richmond American Homes  January 2005 - March 2006

Skills
Portfolio Management, Investment Banking, Credit, Credit Analysis, Banking

Education
University of Denver   2006 — 2007
Master of Business Administration (MBA)

University of Denver   2001 — 2005
Bachelor's degree, Finance and Marketing, Cum Laude

University of Wollongong
Study Abroad Program

Overland

Overland

Mark Renz, CFA Mark Renz, CFA West Palm Beach, Florida Area Details
Mark Renz, CFA's Citi Private Bank Experience 2010 - 2012
Job Chief Investment Officer at Socius Family Office
Industry Investment Management
Experience
Socius Family Office   2015 - Present
Barclay Breland Family Office   2012 - 2014
Citi Private Bank   2010 - 2012
GenSpring Family Offices  2004 - 2010
Access Wealth Management   2001 - 2004
TD Waterhouse  1996 - 2001

Skills
Alternative Investments, Portfolio Management, Investments, Risk Management, Equities, Hedge Funds, Fixed Income, Investment Strategies, Fund Of Funds, Financial Services, Wealth Management, Due Diligence, Asset Allocation, Asset Managment, Wealth Management..., Asset Management, Corporate Finance, Mutual Funds, Chartered Financial..., Investment Management, Finance, Asset, Private Equity, Investment Advisory, High Net Worth..., Strategic Financial..., Family Office, Securities, Bonds, Capital Markets, Private Banking, Series 63, Derivatives, Financial Advisory, Strategy, Financial Analysis, Financial Planning

Education
University of North Florida   2002 — 2004
Master of Business Administration (M.B.A.), Finance

University of Miami
Bachelor of Science (B.Sc.), Communication Poltical Science

Gina Smurro Gina Smurro Miami/Fort Lauderdale Area Details
Gina Smurro's Citi Private Bank Experience February 2015 - Present
Job Vice President at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank   February 2015 - Present
J.P. Morgan   January 2012 - February 2015
J.P. Morgan   July 2009 - December 2011
Financial Industry Regulatory Authority  June 2008 - August 2008

Education
University of Michigan

University of Michigan

University of Michigan

University of Michigan

University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance

Kinsey Hasstedt Kinsey Hasstedt Washington, District Of Columbia Details
Kinsey Hasstedt's Citi Private Bank Experience 2006 - 2008
Job Public Policy Associate at Guttmacher Institute
Industry Public Policy
Experience
Guttmacher Institute  July 2012 - Present
Planned Parenthood of the Rocky Mountains  2010 - 2011
Planned Parenthood of the Rocky Mountains  2008 - 2010
Planned Parenthood of the Rocky Mountains  July 2008 - November 2008
Citi Private Bank   2006 - 2008

Skills
Politics, Community Outreach, Public Health, Program Evaluation, Non-profits, Policy Analysis, Qualitative Research, Grant Writing, Program Development, Public Policy, Research, Reproductive Health, Public Speaking, Fundraising, HIV prevention, Grants, SPSS, Volunteer Management, Editing, Event Planning

Education
Johns Hopkins University Bloomberg School of Public Health   2011 — 2012
Master of Public Health (MPH), Women's health policy and advocacy

University of Colorado at Boulder   2001 — 2006
Bachelor of Science (BS), News-Editorial Journalism

University of Colorado at Boulder   2001 — 2006
Bachelor of Arts (BA), Psychology

Max Kaplan Max Kaplan Greater New York City Area Details
Max Kaplan's Citi Private Bank Experience June 2015 - Present
Job Analyst at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   June 2015 - Present
Bank of America  June 2014 - August 2014
Fogel Neale Partners LLC  May 2013 - August 2013
GFT Markets  May 2012 - August 2012
adMarketplace  June 2011 - August 2011

Skills
Bloomberg Terminal, Bloomberg, Financial Modeling, PowerPoint, Microsoft Word, Access, English, Economics, Training, Finance, Trading, Capital Markets, Fixed Income

Education
The George Washington University   2011 — 2015
BBA, Finance

The London School of Economics and Political Science (LSE)   2013 — 2014
Economic History

West Orange High School   2007 — 2011

Mauro Antognelli, CFA Mauro Antognelli, CFA Greater New York City Area Details
Mauro Antognelli, CFA's Citi Private Bank Experience November 2003 - November 2006
Job SVP / Senior Investment Strategist Wealth Management
Industry Investment Management
Experience
Wells Fargo Private Bank  September 2012 - Present
New York Life Insurance Company  September 2007 - July 2012
Citi Private Bank   November 2003 - November 2006
State Street Gobal Advisors (SSgA)   October 1999 - October 2003
Chase  August 1997 - October 1999

Skills
Investment Strategies, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Asset Allocation, Private Banking, ETFs, Hedge Funds, Investments, Asset Management, Investment Management, Asset Managment, Equities, Institutional..., Due Diligence, Investment Advisory, Risk Management, Global Tactical Asset..., High Net Worth..., Macroeconomics, Separately Managed..., Performance Attribution, Quantitative Investing, Derivatives, Investment Advisory..., Multi Asset Class, Investment Consulting, UHNW, Institutional Investors, Portfolio Management, Securities, Quantitative Analytics, Capital Markets, Financial Services, Strategy

Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Investments

The University of Texas at Austin
Master of Science (M.S.), Chemical Engineering

The University of Texas at Austin
Bachelor of Science (B.S.), Chemical Engineering

Dave Buxton Dave Buxton Greater Boston Area Details
Dave Buxton's Citi Private Bank Experience August 2010 - April 2014
Job Managing Director, Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank  May 2014 - Present
Citi Private Bank   August 2010 - April 2014
Citibank  June 2007 - July 2010
Citizens Bank  April 2002 - June 2007
Rand Worldwide  August 2000 - July 2001
CASEwise  1998 - 2000
AmeriCan Adventures  1996 - 1998

Skills
Commercial Lending, Sales, Financial Services, Portfolio Management, Commercial Banking, Credit, Loans, Management, Banking, Retail Banking, Mortgage Lending, Cross Selling, Consumer Lending, New Business Development, Project Management, Retirement Planning, Cash Management

Education
University of New Hampshire - Whittemore School of Business and Economics   1990 — 1994
Bachelor of Science, Business Adminstration

Daniel Alterbaum Daniel Alterbaum New York, New York Details
Daniel Alterbaum's Citi Private Bank Experience June 2006 - August 2006
Job Corporate Associate at Covington & Burling LLP
Industry Law Practice
Experience
Covington & Burling LLP  November 2013 - Present
U.S. Court of Appeals for the Second Circuit   September 2012 - September 2013
Covington & Burling LLP  May 2011 - August 2011
U.S. Securities and Exchange Commission   June 2010 - August 2010
American Jewish Committee  May 2009 - August 2009
McKinsey & Company  September 2007 - May 2009
Citi Private Bank   June 2006 - August 2006
The Beanstalk Group  June 2005 - August 2005

Skills
Private Equity, Due Diligence, Financial Modeling, Corporate Finance, Business Strategy, Management Consulting, Research, Mergers, Strategy, Non-profits, Economics, Mergers & Acquisitions, Public Policy, Corporate Law, Investments, Finance, Strategic Planning, Legal Writing, Legal Research, Securities Regulation, Intellectual Property, Nonprofits

Education
Yale Law School   2009 — 2012
Doctor of Law (J.D.)

Yale University - Yale School of Management   2010 — 2012
Master of Business Administration (M.B.A.)

University of Pennsylvania - The Wharton School   2003 — 2007
Bachelor of Science (B.S.), Economics

Great Neck South Senior High School   1999 — 2003

Natalia Harten Natalia Harten Miami/Fort Lauderdale Area Details
Natalia Harten's Citi Private Bank Experience June 2004 - March 2005
Job Assurance and Advisory Business Services at Ernst & Young, LLP
Industry Accounting
Experience
Ernst & Young, LLP   August 2005 - Present
Citi Private Bank   June 2004 - March 2005
AIG / American General Financial Services   July 2001 - August 2003

Skills
Sarbanes-Oxley Act, Auditing, Financial Analysis, SEC filings, Accounting, Financial Audits, Risk Management, US GAAP, CPA, Finance, Budgets, Assurance, Analysis, Risk Assessment, Cross-functional Team...

Education
University of Miami - School of Business   2003 — 2005
MBA

University of Miami   1998 — 2001
BBA

Malcolm Fitch Malcolm Fitch Baltimore, Maryland Details
Malcolm Fitch's Citi Private Bank Experience 2004 - 2009
Job Chief Messaging Officer at Brown Advisory | Thoughtful Investing for Private Clients and Institutions
Industry Investment Management
Experience
B'More Clubhouse   2012 - Present
Brown Advisory  September 2011 - Present
Rockefeller & Co., Inc.   March 2009 - January 2011
Citi Private Bank   2004 - 2009
Goldman Sachs  April 2000 - June 2004
Standard & Poor's   October 1998 - April 2000
Money Magazine  May 1995 - October 1998

Skills
Strategic Communications, Marketing, Creative Direction, Marketing Strategy, Financial Services, Investments, Advertising, Branding & Identity

Education
University of Pennsylvania - The Wharton School   1988 — 1993
BS Econ, M&T: Engineering and Economics

ST. John's High School, Shrewsbury, MA   1984 — 1988

Elisabeth Jane McGuire Elisabeth Jane McGuire New York, New York Details
Elisabeth Jane McGuire's Citi Private Bank Experience March 2012 - Present
Job Business Analyst
Industry Financial Services
Experience
Citi Private Bank   March 2012 - Present
Capital Events  July 2011 - December 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Budgets, Resource Management, Portfolio Management, Salesforce.com, Business Analysis

Education
University of Aberdeen   2007 — 2011
Master of Arts (M.A.), International Relations and Sociology, 2:1

George Watson's College   2000 — 2006

Kristine (Hoff) Rozan Kristine (Hoff) Rozan New York, New York Details
Kristine (Hoff) Rozan's Citi Private Bank Experience 2006 - 2014
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
Citi Global Wealth Management, Global Consumer Bank   2014 - Present
Citi Private Bank   2006 - 2014
JPMorgan Invest  2004 - 2006
Chase Financial Services  2003 - 2004
J.P. Morgan Asset Management   1999 - 2002
J.P. Morgan Investment Management   1996 - 1999
BISYS Fund Services  1994 - 1996
Guerard Viala (CPA firm)   1991 - 1993

Skills
Product Management, Mutual Funds, ETFs, Key Client Relationships, Investments, Unified Managed Accounts, Separately Managed..., Liquid Alternatives, Institutional..., Wealth Management, High Net Worth..., Retail, Vendor Relations, 529 Plans, Offshore Funds, Product Development, Organizational..., Analysis, Qualified Retirement..., Private Bank, Series 7, Asset Management, College Savings Plans, Portfolio Management, Equities, Fixed Income, Investment Counseling, Financial Services, French, Information Technology, Pricing, Risk Analysis, Data Analysis

Education
State University of New York College at Oswego   1986 — 1990
Bachelor's degree, Accounting, French

Université Paris-Sorbonne   1988 — 1989
French Language and Literature

Bill Woodson Bill Woodson West Palm Beach, Florida Details
Bill Woodson's Citi Private Bank Experience May 2014 - Present
Job
Industry Financial Services
Experience
Citi Private Bank   May 2014 - Present
Credit Suisse  January 2007 - May 2014
Merrill Lynch  November 2001 - December 2006
myCFO  June 1999 - November 2001
Arthur Andersen  1990 - 1998

Education
New York University - Leonard N. Stern School of Business   1989 — 1990
MS, Accounting

University of California, Irvine
BS, Economics

Carol Schwefel Carol Schwefel Greater New York City Area Details
Carol Schwefel's Citi Private Bank Experience January 2002 - June 2009
Job Communications and Marketing
Industry Marketing and Advertising
Experience
Citigroup  November 2010 - January 2012
Morgan Stanley Smith Barney  2009 - 2010
Citi Private Bank   January 2002 - June 2009
Citigroup  2001 - 2008
PlanSponsor   2000 - 2001
Evaluation Associates  1995 - 1998

Skills
Marketing Strategy, Marketing Communications, Strategic Planning, Product Management, Investments, Integrated Marketing, Corporate Communications, Online Marketing, Vendor Management, Copywriting, Program Management, B2B, Not-for-profit campaigns, Brand ambassador, Collaterals Development, B2C

Education
Academie des Beaux Arts

The University of Connecticut
BS

University of Rouen, France
1er Degree, French language, history

Robyn Schwartz Robyn Schwartz Greater New York City Area Details
Robyn Schwartz's Citi Private Bank Experience National Client Relationship Officer DirectorCiti Private BankJanuary 2006 - Present
Job Director at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   National Client Relationship Officer DirectorCiti Private BankJanuary 2006 - Present
Citigroup Private Bank  1997 - Present
Citigroup  1997 - Present
Boatmen's Bank  1994 - 1997
Boatmen's Bank  February 1993 - December 1996
Commerce Bank  1992 - 1994

Education
University of Michigan   1988 — 1992

Clarkstown South   1984 — 1988
High School

Claire M. Horton Claire M. Horton Greater Seattle Area Details
Claire M. Horton's Citi Private Bank Experience January 2007 - July 2008
Job Senior Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  August 2008 - Present
Citi Private Bank   January 2007 - July 2008
Citi Private Bank   March 1999 - December 2006

Education
University of Washington, Michael G. Foster School of Business   2002 — 2005
MBA, Business

University of Wales, Cardiff   1997 — 1998
Master of Arts (M.A.)

University of Hawaii at Manoa   1996 — 1998
M.A., English

Whitman College   1990 — 1994
B.A., English

Iolani High School   1985 — 1990

Jennifer De Lotto Jennifer De Lotto Greater New York City Area Details
Jennifer De Lotto's Citi Private Bank Experience October 2006 - Present
Job Vice President/Associate Banker Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   October 2006 - Present
US Trust  September 2003 - October 2006

Skills
Series 7, Wealth Management

Education
Syracuse University   1999 — 2003
Bachelor of Science (BS), Marketing and Advertising

Paul Mirabella Paul Mirabella Miami/Fort Lauderdale Area Details
Paul Mirabella's Citi Private Bank Experience February 2010 - Present
Job Director Investments Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   February 2010 - Present
Evergreen Investments/ Wachovia Wealth Management   December 2004 - January 2010

Skills
Asset Allocation, Investments, New Business Development, Portfolio Management, Securities, Program Management, Series 7, Wealth Management

Education
University of Miami - School of Business   1997 — 1999
MBA, Corporate Finance & Investments

University of Miami   1988 — 1993
BA, Biology

Austin Preparatory School   1984 — 1988

Marc Glasser Marc Glasser Greater New York City Area Details
Marc Glasser's Citi Private Bank Experience August 2004 - September 2007
Job Vice President Citi Private Bank Americas
Industry Financial Services
Experience
Citi Private Bank - London   September 2008 - November 2013
Citi Private Bank - Switzerland   September 2007 - September 2008
Citi Private Bank   August 2004 - September 2007
The National Hockey League  August 2002 - July 2004

Skills
Bloomberg, Financial Analysis, Financial Modeling, Financial Reporting

Education
Syracuse University - Martin J. Whitman School of Management   1998 — 2002
BS, Finance

Garrett Norman, CFA Garrett Norman, CFA Orange County, California Area Details
Garrett Norman, CFA's Citi Private Bank Experience July 2007 - July 2011
Job Associate Director at PAAMCO
Industry Financial Services
Experience
Pacific Alternative Asset Management Company (PAAMCO)   August 2013 - Present
Batterymarch Financial Management  June 2012 - August 2012
Citi Private Bank   July 2007 - July 2011

Skills
Hedge Funds, Portfolio Management, Investments, Asset Allocation, Due Diligence, Investment Management, Risk Management, Financial Modeling, Valuation, Equities, Equity Research, Equity Valuation, Fixed Income Analysis, Derivatives, Commodity Markets, Fund Of Funds, Fundamental Analysis, Quantitative Investing, Emerging Markets, Bloomberg, Fixed Income, Capital Markets, Alternative Investments

Education
The University of Chicago - Booth School of Business   2011 — 2013
Master of Business Administration (MBA), Analytical Finance, Economics, and Econometrics and Statistics

University of Pennsylvania   2003 — 2007
Bachelor of Arts, Economics (Distinction), Political Science

Tammy Pioch Tammy Pioch San Francisco Bay Area Details
Tammy Pioch's Citi Private Bank Experience 2005 - Present
Job Analyst at Citi
Industry Financial Services
Experience
Citi  Banker AssociateCitigroup, Inc.2007 - Present
Citi Private Bank   2005 - Present

Education
University of California, Santa Cruz   1986 — 1990

Juan de Choudens Juan de Choudens Greater New York City Area Details
Juan de Choudens's Citi Private Bank Experience January 2006 - December 2008
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A   October 2011 - Present
Norwalk Hospital Foundation   June 2007 - December 2013
Source Capital Group  2009 - October 2011
Citi Private Bank   January 2006 - December 2008
Four-Site LLC   1998 - 2008
Citigroup  1996 - 2008
Citigroup Private Bank  January 2000 - December 2005
Citigroup Global Asset Management   1997 - 1999
PerkinElmer  1995 - 1995

Education
University of Connecticut   1991 — 1995
BS, Finance

Fred Creavin Fred Creavin Greater New York City Area Details
Fred Creavin's Citi Private Bank Experience March 2007 - March 2008
Job Owner at Creavin Consulting Corporation
Industry Financial Services
Experience
Creavin Consulting Corporation   2014 - Present
JP Morgan Chase  August 2010 - June 2014
DTCC  May 2008 - August 2010
Citi Private Bank   March 2007 - March 2008
Citi  2005 - 2007
Citi Private Bank   2003 - 2005

Skills
Vendor Management, Program Management, Business Process..., Management Consulting, Strategy, Product Management, Management, Business Strategy, Project Management, Strategic Planning, Enterprise Architecture, Leadership, Business Process..., PMO, SDLC, Business Process..., Financial Services, Requirements Gathering, Change Management, Business Transformation, Integration, Requirements Analysis, Project Portfolio..., CRM, Relationship Management, Business Intelligence, Analytics, Information Technology, Governance, Software Development, Business Analysis, Executive Management, Enterprise Software, Analysis, IT Strategy, Contract Negotiation, Risk Management, Process Improvement, PMP, Outsourcing, Business Process, Project Planning, Software Project..., Cash Management, Investment Banking, Capital Markets, Agile Methodologies, Certified Scrum Master..., Cross-functional Team..., Banking

Education
University College Dublin
BA, Mathematics and Economics

Kristen Duffel Kristen Duffel San Francisco Bay Area Details
Kristen Duffel's Citi Private Bank Experience January 2013 - June 2013
Job MBA Candidate Haas School of Business
Industry Financial Services
Experience
Cultivate Foods   January 2014 - September 2014
Build & Imagine   May 2014 - August 2014
Citi Private Bank   January 2013 - June 2013
Citi Private Bank   June 2011 - December 2012
Citi Private Bank   July 2010 - June 2011
Chipotle Mexican Grill  January 2009 - May 2010
Saleforce.com   July 2009 - October 2009
Screaming Eagle Trading, Inc.   January 2008 - February 2009

Skills
Management, Project Management, Salesforce.com, Entrepreneurship, Start-ups, Analytics, Enterprise Software, Social Media Marketing, Marketing, Strategy, Sales

Education
Haas School of Business, UC Berkeley   2013 — 2015
MBA Candidate, Business

University of California, Berkeley   2006 — 2010
B.S. Business Administration, Business

Courtney Byles Courtney Byles Greater New York City Area Details
Courtney Byles's Citi Private Bank Experience March 2006 - Present
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   March 2006 - Present
Citi Private Bank   March 2006 - Present
Citi Private Bank   March 2001 - March 2006

Skills
Series 7, Fixed Income, Securities, Wealth Management, Project Management, FATCA, Dodd-Frank, AML, KYC, Financial Services, Requirements Gathering, Regulatory Requirements, User Acceptance Testing, Process Improvement, Functional Requirements, Series 63, Series 65, Collaborative Problem...

Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Finance and Managing Information Systems

Chris Klecka Chris Klecka Paradise Valley, Arizona Details
Chris Klecka's Citi Private Bank Experience September 2011 - April 2014
Job Five Star Development
Industry Real Estate
Experience
Five Star Development  April 2014 - Present
Citi Private Bank   September 2011 - April 2014
U.S. Trust, Bank of America Private Wealth Management   March 2008 - September 2011
Bank of America  December 2003 - March 2008
Bank of America Business Capital  October 2001 - December 2003
KPMG  September 1999 - October 2001

Skills
Wealth Management..., Asset Allocation, Capital Markets, Finance, Financial Services, Investment Management, Investments, Portfolio Management, Series 7, Strategy, Wealth, Wealth Management

Education
University of Arizona
Bachelor of Science, Finance and Accounting

Cynthia Gilbert Cynthia Gilbert Greater New York City Area Details
Cynthia Gilbert's Citi Private Bank Experience 2000 - Present
Job Vice President at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   2000 - Present

Skills
Private Banking, Credit, Banking, Wealth Management, Asset Management, Alternative Investments, Capital Markets, Equities, Financial Services, Commercial Banking, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Securities, Series 7, Risk Management, Mutual Funds, Loans, Relationship Management, Private Equity, AML

Education
University of Delaware - Lerner College of Business and Economics

Caitlin Devlin Caitlin Devlin Philadelphia, Pennsylvania Details
Caitlin Devlin's Citi Private Bank Experience December 2012 - April 2014
Job Relationship Manager, Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  May 2014 - Present
Citi Private Bank   December 2012 - April 2014
Citi Private Bank   January 2011 - December 2012
Citi Private Bank   2007 - 2011

Skills
Portfolio Management, Trading, Business Strategy, Account Reconciliation, Trust Management, Lines Of Credit, Employee Training

Education
University of Pennsylvania   2004 — 2008
Bachelor of Arts (B.A.), Communications, Marketing, Psychology

The Agnes Irwin School   2000 — 2004
High School

The Agnes Irwin School

Joseph Valenzuela Joseph Valenzuela El Paso, Texas Area Details
Joseph Valenzuela's Citi Private Bank Experience July 2007 - January 2008
Job Restaurateur / Bar Owner
Industry Hospitality
Experience
The Hoppy Monk   2010 - 2013
Citi Private Bank   July 2007 - January 2008
JPMorgan Private Bank  June 2006 - August 2006

Education
The University of Texas at Austin   2003 — 2007

Erik Ridgley Erik Ridgley Greater Los Angeles Area Details
Erik Ridgley's Citi Private Bank Experience October 2005 - Present
Job CFA, Managing Director, Senior Investment Counselor at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank   October 2005 - Present
Sonnenblick-Del Rio Inc.   January 2004 - October 2005
Joel Mogy Investment Counsel Inc.   January 2002 - January 2004
Provident Investment Counsel  January 1996 - November 2001
General Electric Capital Corp., Corporate Finance Group   June 1995 - September 1995
NWQ Investment Management Co.   April 1995 - June 1995
Parsons Corporation  November 1989 - May 1994
Homer J. Olsen, Inc.   June 1988 - November 1989

Skills
Hedge Funds, Capital Markets, Investments, Asset Managment, Management, Equities, Portfolio Management, Wealth Management, Asset Management, Risk Management, Fixed Income, Due Diligence, Alternative Investments, FINRA, Investment Management, Securities

Education
University of California, Los Angeles - The Anderson School of Management   1994 — 1996
MBA, Finance

Harvard University Extension School   1992 — 1993

University of California, Berkeley   1984 — 1988
BS, Civil Engineering

Debbie Meisenzahl Debbie Meisenzahl Brooklyn, New York Details
Debbie Meisenzahl's Citi Private Bank Experience January 2011 - Present
Job Experienced UI Designer
Industry Design
Experience
Citi Private Bank   January 2011 - Present
Freelance  2010 - 2011
Goldman Sachs  February 2001 - September 2008
Digitas  2000 - 2001
funkytalk.com   October 1999 - June 2000
IAB  January 1999 - July 1999
FreeRange Media and Freezone.com   July 1996 - January 1999

Skills
User Experience, Photoshop, User Interface Design, HTML, Project Management, CSS, Adobe Creative Suite, Dreamweaver, Adobe Acrobat, Graphic Design, Content Management, Blogging, Art Direction, Web Design

Education
University of Colorado Boulder   1986 — 1990
BENVD Bachelor's of Environmental Design, Architecture

Horace Mann School   1973 — 1986

John A (Jay) Yost John A (Jay) Yost Greater New York City Area Details
John A (Jay) Yost's Citi Private Bank Experience Vice PresidentThe Bank of New YorkNovember 1994 - January 1998
Job Private Banker at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   Vice PresidentThe Bank of New YorkNovember 1994 - January 1998

Skills
Equities, Strategic Planning, Banking, Private Banking, Fixed Income, Investments, Portfolio Management

Education
Institut d'Etudes Politiques de Paris ("Sciences Po")
French Administrative Structure

Red Cloud High School

Red Cloud High School

Red Cloud High School

Red Cloud High School

Red Cloud High School

University of Nebraska-Lincoln
Bachelor of Arts (B.A.), Poly Sci/U.S. History/French

Adam Krieger Adam Krieger Greater New York City Area Details
Adam Krieger's Citi Private Bank Experience 2003 - Present
Job Senior Vice President at Citi
Industry Information Technology and Services
Experience
Citigroup  January 2008 - Present
Citi Private Bank   2003 - Present
Citi  April 1999 - Present

Skills
Portfolio Management, Financial Modeling, Vendor Management, Banking, Fixed Income, Asset Management, Financial Analysis, Capital Markets, Risk Management, Program Management, Management, Relationship Management

Education
State University of New York College at Brockport   1992 — 1996
Bachelor of Arts (BA), Business Administration and Management, General

Chubb institute of technology
Computer Programming

Melissa Dunn (Bolduc) Melissa Dunn (Bolduc) New York, New York Details
Melissa Dunn (Bolduc)'s Citi Private Bank Experience October 2013 - Present
Job Executive Assistant at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   October 2013 - Present
CitiMortgage  April 2012 - October 2013
Morgan Stanley Smith Barney  November 2008 - April 2012
CitiFinancial  January 2006 - November 2008

Skills
Financial Services, Microsoft Office, Sales, Risk Management, Marketing, SDLC, Management, Banking, Financial Analysis, Process Improvement

Education
University of New Hampshire - Whittemore School of Business and Economics   2000 — 2004
Bachelor of Business Administration (B.B.A.), Accoutning and Finance

Aaron Marks Aaron Marks Greater Boston Area Details
Aaron Marks's Citi Private Bank Experience September 2012 - Present
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   September 2012 - Present

Education
UCLA Anderson School of Management
MBA

Tel Aviv University
MBA Exchange Program

University of California, Los Angeles
BA

Puneet Chadha Puneet Chadha Greater New York City Area Details
Puneet Chadha's Citi Private Bank Experience June 2014 - Present
Job VP/Citi Private Bank Alternative Investments
Industry Investment Management
Experience
Citi Private Bank   June 2014 - Present
Bank of America Merrill Lynch  October 2013 - June 2014
GE Capital  May 2012 - October 2013
Bank of America/Merrill Lynch Wealth Management  January 2008 - May 2012
Wexford Capital  January 2007 - January 2008

Skills
Hedge Funds, Alternative Investments, Investments, Asset Management, Portfolio Management, Fund Of Funds, Equities, Finance, Due Diligence, Financial Services

Education
State University of New York College at Oneonta   2003 — 2006
BS, Accounting & Economics

Saint John's University   2002 — 2003

Floral Park Memorial   1999 — 2002

Jessica Katsikas Jessica Katsikas Philadelphia, Pennsylvania Details
Jessica Katsikas's Citi Private Bank Experience May 2007 - April 2010
Job Senior Planner, Anthropologie
Industry Retail
Experience
Urban Outfitters  April 2015 - Present
Urban Outfitters  April 2012 - March 2015
Urban Outfitters  April 2011 - March 2012
Urban Outfitters  August 2010 - March 2011
Citi Private Bank   May 2007 - April 2010
Citi Private Bank   April 2006 - May 2007
Citi Private Bank   July 2005 - April 2006
Merrill Lynch  June 2004 - August 2004

Skills
Business Development, Business Strategy, Strategy, Trend Analysis, Apparel, Investments, Financial Modeling

Education
University of Pennsylvania   2001 — 2005
BSE, Systems Science & Engineering

Miriam Rose Miriam Rose San Francisco, California Details
Miriam Rose's Citi Private Bank Experience January 1996 - February 2012
Job Senior Vice President at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank  August 2013 - Present
First Republic Bank  February 2012 - Present
Citi Private Bank   January 1996 - February 2012
Wells Fargo Bank  1988 - 1995

Skills
Bloomberg, Analysis, Access, Financial Modeling, Risk Management, Financial Analysis, Finance, Strategic Financial..., Business Analysis, Valuation, Alternative Investments, Fixed Income, Microsoft Excel, Hedge Funds, Capital Markets, Derivatives

Education
University of California, Davis
BA, Languages

Ed McGorry Ed McGorry Greater New York City Area Details
Ed McGorry's Citi Private Bank Experience 1990 - 2001
Job Vice President at TD Wealth Private Client Group
Industry Consumer Services
Experience
TD Wealth Private Client Group  September 2012 - Present
US Trust  2009 - 2012
Christie's Inc.   2001 - January 2009
Citi Private Bank   1990 - 2001

Skills
Auctions

Education
De Paul University
Master of Business Administration (MBA)

University of Arizona
Bachelor's Degree, Business Economics

Laurie Gray Laurie Gray Greater New York City Area Details
Laurie Gray's Citi Private Bank Experience January 1993 - Present
Job Director at Citi Group
Industry Banking
Experience
Citi Private Bank   January 1993 - Present
Citi Private Bank   January 1999 - January 2001
Citibank, FSB  January 1993 - January 1999
VERMONT FEDERAL BANK  January 1989 - January 1993
CONNECTICUT BANK & TRUST  January 1982 - January 1989

Skills
Private Banking, Compliance Oversight, Management, Investments, Banking, Auditing, Training, Sales Management, Internal Audit

Education
The University of Connecticut   1982 — 1986
B.A, Economics

Philip Doyle Philip Doyle Toronto, Canada Area Details
Philip Doyle's Citi Private Bank Experience January 2006 - June 2008
Job Investment Counsellor at Burgundy Asset Management
Industry Investment Management
Experience
Burgundy Asset Management  October 2014 - Present
Morneau Shepell Asset & Risk Management   March 2012 - September 2014
Artemis Investment Management   July 2008 - March 2012
Citi Private Bank   January 2006 - June 2008
CIBC Asset Management  January 2002 - December 2005
The Boston Consulting Group  September 1996 - December 2002
Boundless Adventures Association   1992 - 1995
Boundless Adventures Association   1992 - 1995
Boundless Adventures Association   1992 - 1995
Boundless Adventures Association   1992 - 1995

Skills
Equities, Asset Management, Portfolio Management, Financial Analysis, Due Diligence, French, Spanish, Asset Managment, Investment Strategies, Financial Modeling, Asset Allocation, Risk Management, Investments, Fixed Income, Valuation, Hedge Funds, Alternative Investments, Capital Markets, Private Equity, Corporate Finance, Derivatives, Investment Management, Securities, Trading, Investment Advisory, Bloomberg, Equity Research, Mutual Funds, Financial Markets, Investment Banking, Bonds, Options, Financial Advisory, Pension Funds, Financial Services, Structured Products, Strategic Financial..., Wealth Management..., Emerging Markets, Relationship Management, Investor Relations, Pensions, Financial Risk, Financial Structuring, Retirement Planning, Wealth Management

Education
University of Oxford   1994 — 1996
BA, MA, PPE

University of Toronto - University of St. Michael's College   1989 — 1994
BA, Arts

Toronto French School   1975 — 1987
OSSD

Larry Tekler Larry Tekler Greater Los Angeles Area Details
Larry Tekler's Citi Private Bank Experience August 2010 - Present
Job Managing Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   August 2010 - Present
Wells Fargo  August 2008 - July 2010
Citi  2001 - 2008

Skills
Wealth Management, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Equities, Investments, Capital Markets, Asset Allocation, Asset Management, Financial Services, Fixed Income, Private Banking, Private Equity, Series 7, Securities

Education
University of California, Irvine - The Paul Merage School of Business   1994 — 1996

Mimi Rose Mimi Rose San Francisco Bay Area Details
Mimi Rose's Citi Private Bank Experience Business BankingWells Fargo Bank1988 - 1995
Job Director at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   Business BankingWells Fargo Bank1988 - 1995

Education
University of California, Davis
BA

Nancy Kistner Nancy Kistner Greater New York City Area Details
Nancy Kistner's Citi Private Bank Experience October 1999 - October 2007
Job Managing Director, Wealth Planning Solutions Market Director at US Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
US Trust, Bank of America Private Wealth Management  January 2008 - Present
U.S. Trust, Bank of America Private Wealth Management   2008 - Present
Citi Private Bank   October 1999 - October 2007

Education
UCLA   1980 — 1984
Bachelor of Arts (B.A.), Ecoomics

Victoria Hoeck Victoria Hoeck Greater Los Angeles Area Details
Victoria Hoeck's Citi Private Bank Experience August 2010 - October 2013
Job at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   August 2010 - October 2013
The Tax Credit Company  April 2009 - August 2010
Bloomberg  July 2006 - August 2008

Skills
Relationship Management, French, Strategic Financial..., Business Strategy, Marketing Communications, Social Media Marketing, Financial Modeling, Business Development, Marketing, Marketing Strategy, Qualifying Prospects, New Business Development, Risk Management, Sales, Analysis, Strategic Planning, Salesforce.com, Account Management, Customer Service, Foreign Languages, Financial Analysis, Spanish, Social Networking, Social Media, Recruiting

Education
University of Bath   2002 — 2006
BA (Hons), European Studies with Spanish and Russian

Max (Xing) Wu Max (Xing) Wu Greater New York City Area Details
Max (Xing) Wu's Citi Private Bank Experience December 2012 - Present
Job "You already know the answer"
Industry Financial Services
Experience
Citi Private Bank   December 2012 - Present
Citi Private Bank   May 2009 - December 2012
Citi Smith Barney  December 2007 - April 2009
Citi  October 2007 - December 2007
Xincon Technology Inc   June 2004 - August 2006
University at Buffalo  August 2004 - May 2006

Skills
Analytics, Business Analysis, Securities, Capital Markets, Financial Services, Corporate Finance, Financial Risk, Banking, Financial Analysis, Data Analysis, Analysis, Microsoft Excel, Access, Business Process..., PowerPoint, Property & Casualty..., Macro, Web Design, Entrepreneurship, Sourcing New Business, Payroll Services

Education
State University of New York College at Buffalo   2003 — 2007
B.S., Management Information System, Business Administration

Ignatius Liu Ignatius Liu Greater New York City Area Details
Ignatius Liu's Citi Private Bank Experience Vice PresidentCiti2006 - Present
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   Vice PresidentCiti2006 - Present

Education
The University of Texas at Austin   1998 — 2003
BS / BS, Aerospace Engineering / Mathematics

Hershal Dave Hershal Dave Greater New York City Area Details
Hershal Dave's Citi Private Bank Experience July 2012 - Present
Job Business/Technology Analyst at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   July 2012 - Present
Raytheon  June 2011 - June 2012
Tufts University Information Technology (UIT),   2009 - 2012
SkyBridge Capital  June 2010 - August 2010
Miami International Holdings  June 2009 - August 2009

Education
Tufts University   2008 — 2012
BS, Computer Engineering

Ellen Simons Ellen Simons San Francisco Bay Area Details
Ellen Simons's Citi Private Bank Experience 1995 - March 2013
Job Retired Banking Professional
Industry Financial Services
Experience
Citi Private Bank   1995 - March 2013
N/A  1975 - 2013

Skills
Portfolio Management

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

Melissa Maurer Melissa Maurer Greater New York City Area Details
Melissa Maurer's Citi Private Bank Experience June 2010 - Present
Job Private Banker, Director Citi Private Bank
Industry Banking
Experience
Citi Private Bank   June 2010 - Present
Citi Private Bank   January 2008 - June 2010
Citi Private Bank   July 2005 - January 2008

Education
University of Pennsylvania   2001 — 2005
BA, Economics

Marisa Bass Marisa Bass Greater New York City Area Details
Marisa Bass's Citi Private Bank Experience July 2010 - July 2012
Job Finance & Business Performance Lead at EmblemHealth
Industry Insurance
Experience
EmblemHealth  February 2015 - Present
EmblemHealth  June 2014 - February 2015
The Wharton School  July 2012 - May 2014
Greenway Medical Technologies  June 2013 - August 2013
Citi Private Bank   July 2010 - July 2012
Citi Private Bank   June 2008 - June 2010
Citi Private Bank   June 2007 - August 2007
Citi Smith Barney  June 2006 - August 2006

Skills
Financial Modeling, Investments, Business Planning, Capital Markets, Equities, Hedge Funds, Alternative Investments, Bloomberg, Strategy, Investment Banking, Corporate Finance, Financial Analysis, Valuation, Finance

Education
University of Pennsylvania - The Wharton School   2012 — 2014
Master of Business Administration (MBA), Health Care Management

University of Pennsylvania   2004 — 2008
BA, Economics, Philosophy, Political Science, Health Care Management

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

Stephen Lillis Stephen Lillis Greater New York City Area Details
Stephen Lillis's Citi Private Bank Experience June 2010 - Present
Job
Industry Investment Management
Experience
Citi Private Bank   June 2010 - Present

Skills
Strategic Planning, Wealth Management, Alternative Investments, Asset Management, Equities, Hedge Funds, Investments, Portfolio Management, Securities

Education
University of Miami - School of Business   1998 — 1999
Master of Business Administration (MBA), International Finance

Katherine Stith Katherine Stith Washington D.C. Metro Area Details
Katherine Stith's Citi Private Bank Experience June 2010 - Present
Job Director at Citi Private Bank
Industry Banking
Experience
Citi Private Bank   June 2010 - Present
Wells Fargo  August 2004 - June 2010
M&T Bank  July 2000 - August 2004

Skills
Business Strategy, Risk Management, Credit Risk, Cash Management, Loans, Credit, Change Management, Commercial Lending, Credit Analysis, Banking, Investment Banking, Wealth Management, Commercial Banking, Finance, Treasury Management

Education
University of Maryland - Robert H. Smith School of Business   1984 — 1988
Bachelor of Science (BS), Finance, General

Charles Denson Charles Denson Dallas/Fort Worth Area Details
Charles Denson's Citi Private Bank Experience July 2010 - July 2013
Job Managing Director, Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management
Industry Banking
Experience
U.S. Trust, Bank of America Private Wealth Management   July 2013 - Present
Citi Private Bank   July 2010 - July 2013
Wells Fargo Private Bank  2003 - 2010
JP Morgan Private Bank  1996 - 2003

Education
University of Arkansas   1978 — 1983
Bachelor of Business Administration (BBA), Sam M. Walton College of Business, Finance

Elizabeth Amendt Elizabeth Amendt Orange County, California Area Details
Elizabeth Amendt's Citi Private Bank Experience
Job Managing Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank  

Skills
Capital Markets, Wealth Management, Corporate Banking, Estate Planning, Alternative Investments, Investment Management, Real Estate Financing, Investments, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Management, Private Equity, Series 7, Commercial Banking, Financial Analysis, Banking

Education
University of California, Irvine
BA

University of California, Irvine - The Paul Merage School of Business
MBA

Angela Jingwen Liang Angela Jingwen Liang San Francisco Bay Area Details
Angela Jingwen Liang's Citi Private Bank Experience June 2013 - August 2013
Job Investment Management Summer Analyst at Citi
Industry Financial Services
Experience
Citi Private Bank   June 2013 - August 2013
Citi Institutional Clients Group  May 2012 - June 2012
Emerson Network Power  June 2010 - July 2010

Skills
Economics, Data Analysis, Financial Analysis, Research, Accounting, Python, Java, Financial Modeling, Investment Management, Bloomberg, Analysis, Microsoft Office, Photoshop, Event Planning, R, Microsoft Excel, Computing, Personal Financial..., Sales, InDesign, Illustrator, English, Econometrics, German, Statistics, Market Research, Mandarin, Social Media

Education
University of California, Berkeley   2011 — 2015
B.A., Political Economy

SCIE   2007 — 2011
High School

Andy Gayle Andy Gayle Bronx, New York Details
Andy Gayle's Citi Private Bank Experience December 2011 - May 2012
Job closer at BAC Capital Management Sdn Bhd
Industry Venture Capital & Private Equity
Experience
BAC Capital Management Sdn Bhd   January 2014 - September 2014
Maverick Funding Corp  June 2012 - September 2014
Citi Private Bank   December 2011 - May 2012
Bank of America  April 2011 - November 2011
Closer, Reverse Mortgage   June 2010 - March 2011
Franklin Credit Management Corporation  August 2008 - April 2010
GE Money Bank, Czech Republic   August 2004 - February 2007

Skills
Management, Customer Service, Strategic Planning, Sales, Real Estate, Business Strategy, New Business Development, Marketing Strategy, Banking, Entrepreneurship, Investments, Accounts Receivable, Microsoft Excel, Loans, Mortgage Lending, Software Project..., Credit, Sales Management

Education
The College of Westchester   2013 — 2014
Bachelor Degree, Business Administration Management/Marketing

Technical Career Institutes   2008 — 2009
Associate of Arts and Sciences (A.A.S.), Accounting and Finance

Aimei Zhong, CFA, CAIA Aimei Zhong, CFA, CAIA Greater Philadelphia Area Details
Aimei Zhong, CFA, CAIA's Citi Private Bank Experience 2015 - Present
Job SVP, Global Head of Equity Strategies at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank   2015 - Present
Voya Investment Management  2013 - 2015
SEI  2009 - 2013
SEI  2004 - 2009
SEI  2001 - 2004
The Jordan Company  1999 - 2000

Skills
Equities, Portfolio Management, Global Tactical Asset..., Fund Of Funds, Due Diligence, Separately Managed..., Private Equity, Alternative Investments, Investment Strategies, Mutual Funds, Investments, Investment Management

Education
University of Notre Dame - Mendoza College of Business   1998 — 2000
Master of Business Administration (MBA), Finance

Xi'an Jiaotong University   1991 — 1995
Bachelor of Science (B.S.), Economics & International Finance

Roger Hardon Roger Hardon United States Details
Roger Hardon's Citi Private Bank Experience May 1999 - Present
Job Managing Director at Citi Private Bank
Industry
Experience
Citi Private Bank   May 1999 - Present

Education
Johns Hopkins SAIS
Master of Arts (M.A.), International Relations and Affairs

Tufts University
Bachelor of Arts (B.A.), International Relations and Affairs

Casey Knutson Casey Knutson Denver, Colorado Details
Casey Knutson's Citi Private Bank Experience January 2011 - Present
Job Associate Banker at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   January 2011 - Present

Education
University of Denver   2004 — 2008
Bachelor's degree, Finance

Bishop Machebeuf High School   2000 — 2004

Ava J. Ayala Ava J. Ayala New York, New York Details
Ava J. Ayala's Citi Private Bank Experience July 2007 - December 2008
Job Enrollment Registrar Coordinator at Hunter College
Industry Higher Education
Experience
Hunter College  July 2012 - Present
Citi Personal Wealth Management  December 2008 - February 2010
Citi Private Bank   July 2007 - December 2008

Education
State University of New York College at Plattsburgh
Bachelor of Arts (B.A.), Speech Communication

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