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 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
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
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
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
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
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
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
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
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
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
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
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