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
Stephen Baird, CFP®, CIMA® Stephen Baird, CFP®, CIMA® Houston, Texas Area Details
Stephen Baird, CFP®, CIMA®'s Citi Private Bank Experience May 2012 - Present
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   May 2012 - Present
JPMorgan  September 2009 - May 2012
UBS  2003 - 2009
UBS  2003 - 2009
SunTrust Bank  1998 - 2001

Skills
Wealth Management, Asset Management, Asset Allocation, High Net Worth..., Series 7, Portfolio Management, Equities, Alternative Investments, Corporate Finance, Private Equity, Commercial Banking, Real Estate Financing, Banking, Capital Markets, Investment Management, Financial Services, Finance, Estate Planning, Investments

Education
University of Tennessee-Knoxville   1992 — 1996
BA

University of Pennsylvania - The Wharton School
CIMA

Venkat Kommineni, CFA Venkat Kommineni, CFA New York, New York Details
Venkat Kommineni, CFA's Citi Private Bank Experience April 2010 - April 2011
Job Associate at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank  July 2014 - Present
Macquarie Capital Partners  July 2013 - Present
Leerink Swann  June 2012 - August 2012
Citi Private Bank   April 2010 - April 2011
Citi Private Bank   June 2007 - March 2010
Citi Private Bank   June 2005 - June 2007
The Bank of New York Trust Company   April 2004 - June 2005

Education
S.C. Johnson Graduate School of Management at Cornell University   2011 — 2013
MBA, Capital Markets and Asset Management

University of Southern California   1999 — 2003
B.A, Economics

Lynne Cross Lynne Cross West Palm Beach, Florida Area Details
Lynne Cross's Citi Private Bank Experience 2001 - 2010
Job Client Advisor Vice President at SunTrust Bank Wealth Management
Industry Financial Services
Experience
SunTrust Bank  August 2013 - Present
SunTrust Investment Services Inc.  August 2013 - Present
Wells Fargo Advisors, LLC  2010 - November 2013
Citi Private Bank   2001 - 2010
Chase Manhattan Private Bank  1991 - 2001

Education
University of Phoenix
BS, Business Administration and Management, General

Don Marchesiello, CFP® Don Marchesiello, CFP® Greater Philadelphia Area Details
Don Marchesiello, CFP®'s Citi Private Bank Experience March 2010 - Present
Job Managing Director, Global Head of Traditional Investments at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank   March 2010 - Present
Lockwood Advisors, Inc  July 1996 - February 2010
Salomon Smith Barney  January 1993 - June 1996
New York City Comptroller's Office  June 1990 - January 1993
The Chase Manhattan Bank  October 1983 - June 1990
Bredero Consulting Group, Inc.   July 1982 - October 1983
Metropolitan Life Insurance Company  June 1980 - July 1982

Skills
Asset Allocation, Wealth Management, Portfolio Management, Managing Accounts, Portfolio Optimization, Strategic Financial..., Investments, Due Diligence, Investment Strategies, ETFs, Investment Advisory, Bonds, Investment Management, Hedge Funds, Financial Services, Capital Markets, Separately Managed..., Series 7, Mutual Funds, Alternative Investments, Fund Of Funds, Financial Advisory, Retirement Planning, Series 63, Equities, Wealth Management..., Asset Management, Series 24, Fixed Income, Chartered Financial..., Securities

Education
Wagner College   1984 — 1986
MBA

University of Pittsburgh   1977 — 1980
BA

Alexandra Rivas Alexandra Rivas Orange County, California Area Details
Alexandra Rivas's Citi Private Bank Experience September 2015 - Present
Job Business Associate at Citi
Industry Banking
Experience
Citi Private Bank   September 2015 - Present
Citi Private Bank   March 2014 - March 2015
JH Real Estate Partners, Inc.   January 2014 - March 2014
trendster   August 2013 - December 2013
Just Languages   May 2013 - August 2013
Colliers-International  June 2012 - December 2012
JH Real Estate Partners, Inc.   June 2011 - August 2011

Skills
Real Estate, Valuation, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Social Networking, Social Media Marketing, Market Research, Public Speaking, Microsoft Word, Marketing, Financial Analysis, Public Relations, Customer Service, Start-ups, Community Outreach, Research

Education
University of Southern California   2011 — 2013
Bachelor of Science (BS), Real Estate Development

Viren Kamdar Viren Kamdar Seattle, Washington Details
Viren Kamdar's Citi Private Bank Experience May 2007 - May 2012
Job JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank  June 2012 - Present
Citi Private Bank   May 2007 - May 2012
Wells Fargo  May 2006 - May 2007
Jamtown, LLC   February 2001 - May 2006

Skills
Banking, Wealth Management, Investments, Portfolio Management, Financial Modeling, Wealth Management..., Asset Allocation, Estate Planning, Finance, Loans, Strategic Financial..., Investment Banking, Private Equity, Mutual Funds, Valuation

Education
University of Phoenix   2009 — 2012
MBA, Accounting and Finance

New York University, Stern School of Business   1992 — 1996

Alaina Tosatti Alaina Tosatti Greater New York City Area Details
Alaina Tosatti's Citi Private Bank Experience April 2014 - April 2015
Job Director Strategy & Business Development, S&P Ratings
Industry Financial Services
Experience
Citi Private Bank   April 2014 - April 2015
Citigroup  July 2012 - April 2014
Citigroup  July 2010 - July 2012
ING Financial Group   June 2009 - August 2009
University of Hartford  May 2009 - August 2009

Skills
Microsoft Excel, PowerPoint, Research, Management, Securities, Project Management, Microsoft Word, Strategy, Financial Services, Teamwork, Morningstar, Business Strategy, Excel, Word, Global Business..., Competitive Analysis, Industry Research, Financial Statement..., Performance Measurement

Education
University of Rochester   2006 — 2010
B.A., Financial Economics

Nancy Zhang Nancy Zhang Greater New York City Area Details
Nancy Zhang's Citi Private Bank Experience July 2006 - June 2010
Job Vice President and COO at Otte New York
Industry Apparel & Fashion
Experience
Otte New York  August 2011 - Present
Google  June 2010 - August 2011
Citi Private Bank   July 2006 - June 2010

Skills
E-commerce, Business Strategy, Marketing Strategy, Online Advertising, Digital Marketing, Digital Media, Entrepreneurship, Brand Management, Fashion, Online Marketing, Google Analytics, Integrated Marketing, Project Management, Digital Strategy, Competitive Analysis, Strategy, Social Media Marketing, Sales

Education
University of Pennsylvania - The Wharton School   2002 — 2006
B.S., Economics - Marketing

Blair Jesse Blair Jesse Baltimore, Maryland Details
Blair Jesse's Citi Private Bank Experience November 2010 - November 2012
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2013 - Present
CITI Private Bank   November 2010 - November 2012
First Commercial Bank of Tampa Bay  May 2006 - June 2010
PSI Global  January 1999 - January 2001
Citigroup (Salomon Brothers)   April 1992 - June 1998

Education
University of South Florida
BA, Economics

Liam McDermott-Doviak, CFA Liam McDermott-Doviak, CFA Philadelphia, Pennsylvania Details
Liam McDermott-Doviak, CFA's Citi Private Bank Experience June 2010 - February 2015
Job Research Analyst at Citi Private Bank
Industry Investment Management
Experience
West Capital Management  February 2015 - Present
Citi Private Bank   June 2010 - February 2015
SEI  April 2007 - May 2010

Skills
Mutual Funds, Equities, Due Diligence, Business Development, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Wealth Management

Education
University of Pennsylvania   2005 — 2006
Certificate, Finance and Accounting

University of Pittsburgh   1999 — 2004
Bachelor of Science, Economics

University of Pittsburgh   1999 — 2004
Bachelor of Arts, Politics and Philosophy

CFA Institute
CFA Charterholder

The Hill School

Orestes Benitez Orestes Benitez Greater New York City Area Details
Orestes Benitez's Citi Private Bank Experience July 2010 - May 2012
Job Compliance Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
Deutsche Bank  April 2014 - July 2015
Citi  August 2013 - April 2014
Citi Global Markets  June 2012 - July 2013
Citi Private Bank   July 2010 - May 2012
Capgemini  December 2009 - July 2010
Accenture  March 2007 - December 2009
United States Marine Corps  May 2001 - April 2004
Morgan Stanley  2004 - 2004

Skills
Program Management, Management Consulting, Risk Management, Business Analysis, Project Management, Strategy, Requirements Analysis, Financial Services, SDLC, Business Process..., Change Management, Team Leadership, Business Strategy, Business Process..., Strategic Planning, Analytics, Analysis, Process Improvement, IT Strategy, Capital Markets, CRM, Financial Modeling, Business Transformation, Business Intelligence, Governance, Business Process, Requirements Gathering, Business Development, Leadership, Management, Consulting, Visio, Business Planning

Education
University of Rochester   1997 — 2001
BA, Political Science

Friends Seminary   1993 — 1997
High School Diploma

Archie Foster Archie Foster Greater New York City Area Details
Archie Foster's Citi Private Bank Experience July 2010 - October 2012
Job Managing Director, Senior Portfolio Manager at Citi Investment Management, Citi Private Bank
Industry Financial Services
Experience
Citi Investment Management, Citi Private Bank   October 2012 - Present
Citi Private Bank   July 2010 - October 2012
Citi Investment Research  January 2008 - February 2009
Citigroup Global Wealth Management  2006 - 2008
Smith Barney  2002 - 2006
Smith Barney  1997 - 2002

Skills
Equities, Series 63, Investments, Portfolio Management, Asset Managment, Asset Allocation, Securities, Capital Markets, Investment Advisory, Series 24, Mutual Funds, Series 7, Asset Management, Equity Research, Financial Advisory, Investment Management, Private Banking, Finance

Education
University of Richmond   1989 — 1993
BA, English, Communications

Pomfret School   1985 — 1989

St. Bernard's School

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