Citi Private Bank
Citi Private Bank, a subsidiary of multinational banking conglomerate Citigroup, markets Private banking services for ultra-high net worth clients, including entrepreneurs and senior corporate executives. It has 60 offices in 23 countries. CEO: Peter Clive Charrington (Sep 2014–) Parent organization: Citigroup Subsidiaries: Citi Private Bank, Asset Management Arm, Citigroup Private Bank (hong Kong), Asset Management Arm
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Citi Private Bank Employees
Citi Private Bank 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Citi Private Bank July 2015 - Present
Citi Private Bank March 2005 - June 2015
Education
University of Nottingham 1997 — 2000
Bachelor of Arts (BA), Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Epsilon April 2008 - Present
Thomson Financial 2006 - 2008
Citi Private Bank 2000 - 2007
Citigroup 1994 - 2005
Education
University of California, Santa Barbara 1976 — 1980
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Citi Banker AssociateCitigroup, Inc.2007 - Present
Citi Private Bank 2005 - Present
Education
University of California, Santa Cruz 1986 — 1990
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Citi Private Bank Business BankingWells Fargo Bank1988 - 1995
Education
University of California, Davis
BA
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
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
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
Citi Private Bank Vice PresidentCiti2006 - Present
Education
The University of Texas at Austin 1998 — 2003
BS / BS, Aerospace Engineering / Mathematics
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
Citi Private Bank 1995 - March 2013
N/A 1975 - 2013
Skills
Portfolio Management
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance
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
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
Citi Private Bank December 2014 - Present
Citi Private Bank December 2010 - November 2014
UBS Wealth Management 1993 - 2010
Smith Barney 1990 - 1993
Education
State University of New York at New Paltz 1985 — 1989
Bachelor of Science
Citi Private Bank 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
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
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
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
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
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
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
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
Citi Private Bank January 2011 - Present
Education
University of Denver 2004 — 2008
Bachelor's degree, Finance
Bishop Machebeuf High School 2000 — 2004
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