Citi Private Bank - Law Firm Group
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Citi Private Bank - Law Firm Group Employees
Employee
Years
Job
Industry
Asha Tangri Goldstein, CFP® Asha Tangri Goldstein, CFP®'s Citi Private Bank - Law Firm Group Experience May 2005 - March 2007
Job Principal at Cedar Hill Associates
Industry Investment Management
Experience
Cedar Hill Associates July 2011 - Present
Citi Private Bank - Ultra High Net Worth March 2007 - July 2011
Citi Private Bank - Law Firm Group May 2005 - March 2007
Citigroup June 2003 - May 2005
Skills
Investment Advisory, Wealth Management, Alternative Investments, Finance, Portfolio Management, Investments, Asset Management, Asset Allocation, Strategic Financial..., High Net Worth..., Hedge Funds, Investment Management
Education
DePaul University
Bachelors, Finance
Southern Illinois University, Carbondale
Cedar Hill Associates July 2011 - Present
Citi Private Bank - Ultra High Net Worth March 2007 - July 2011
Citi Private Bank - Law Firm Group May 2005 - March 2007
Citigroup June 2003 - May 2005
Skills
Investment Advisory, Wealth Management, Alternative Investments, Finance, Portfolio Management, Investments, Asset Management, Asset Allocation, Strategic Financial..., High Net Worth..., Hedge Funds, Investment Management
Education
DePaul University
Bachelors, Finance
Southern Illinois University, Carbondale
Daniel Fitzmaurice Daniel Fitzmaurice's Citi Private Bank - Law Firm Group Experience 2014 - 2014
Job Vice President, Market Sales Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2014 - Present
U.S. Coast Guard 2002 - Present
Citi Private Bank Law Firm Group 2014 - 2014
Morgan Stanley 2010 - 2014
Bank of America - Merrill Lynch 2009 - 2010
Bank of America 2008 - 2009
Bank of America 2007 - 2008
Bank of America 2006 - 2007
Target 2004 - 2006
U.S. Coast Guard 1998 - 2002
Skills
Series 63, Series 7, Securities, Customer Service, Finance, Loans, Banking, Mutual Funds, Credit, Investments, Series 6, Strategic Planning, Business Development, Residential Mortgages, Securities Lending, Microsoft Excel, PowerPoint, Financial Services, Mortgage Lending, Portfolio Management, Risk Management, Commercial Mortgages, Microsoft Office, Microsoft Word, Wealth Management, Asset Management, Strategic Financial..., Management, Customer Retention, Financial Planning, Leadership, Manage Client..., New Market Expansion, Motivation, Revenue, Series 65, Series 9/10
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Finance
University of Massachusetts Boston
Bachelor of Science (BS), Business Administration, Management
Bank of America Merrill Lynch 2014 - Present
U.S. Coast Guard 2002 - Present
Citi Private Bank Law Firm Group 2014 - 2014
Morgan Stanley 2010 - 2014
Bank of America - Merrill Lynch 2009 - 2010
Bank of America 2008 - 2009
Bank of America 2007 - 2008
Bank of America 2006 - 2007
Target 2004 - 2006
U.S. Coast Guard 1998 - 2002
Skills
Series 63, Series 7, Securities, Customer Service, Finance, Loans, Banking, Mutual Funds, Credit, Investments, Series 6, Strategic Planning, Business Development, Residential Mortgages, Securities Lending, Microsoft Excel, PowerPoint, Financial Services, Mortgage Lending, Portfolio Management, Risk Management, Commercial Mortgages, Microsoft Office, Microsoft Word, Wealth Management, Asset Management, Strategic Financial..., Management, Customer Retention, Financial Planning, Leadership, Manage Client..., New Market Expansion, Motivation, Revenue, Series 65, Series 9/10
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Finance
University of Massachusetts Boston
Bachelor of Science (BS), Business Administration, Management
Steven J. Dechiario Steven J. Dechiario's Citi Private Bank - Law Firm Group Experience February 2010 - Present
Job Director/Private Banker
Industry Banking
Experience
Citi Private Bank Law Firm Group February 2010 - Present
Citi Private Bank Law Firm Group February 2005 - 2010
Citibank July 2003 - February 2005
Prudential Financial June 2000 - July 2003
Skills
Wealth Management, Private Banking, Investments, Asset Management, Alternative Investments, Hedge Funds, Portfolio Management, Series 7, Capital Markets, Credit, Equities, Fixed Income, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
EMBA, Business
Stony Brook University 1995 — 2000
BS, Sociology
Citi Private Bank Law Firm Group February 2010 - Present
Citi Private Bank Law Firm Group February 2005 - 2010
Citibank July 2003 - February 2005
Prudential Financial June 2000 - July 2003
Skills
Wealth Management, Private Banking, Investments, Asset Management, Alternative Investments, Hedge Funds, Portfolio Management, Series 7, Capital Markets, Credit, Equities, Fixed Income, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
EMBA, Business
Stony Brook University 1995 — 2000
BS, Sociology
Diego Patino, CFP® Diego Patino, CFP®'s Citi Private Bank - Law Firm Group Experience May 2014 - Present
Job Director Private Banker Citi Private Bank Law Firm Group
Industry Financial Services
Experience
Citi Private Bank Law Firm Group May 2014 - Present
Morgan Stanley October 2010 - April 2014
Skills
Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Series 63, Commercial Lending, Loans, Credit Analysis, Financial Advisory, Investment Advisory, Wealth Management...
Education
University of Houston, C.T. Bauer College of Business 1994 — 2000
Bachelor of Business Administration (BBA), Finance, General
Lewisville High School 1990 — 1994
Citi Private Bank Law Firm Group May 2014 - Present
Morgan Stanley October 2010 - April 2014
Skills
Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Series 63, Commercial Lending, Loans, Credit Analysis, Financial Advisory, Investment Advisory, Wealth Management...
Education
University of Houston, C.T. Bauer College of Business 1994 — 2000
Bachelor of Business Administration (BBA), Finance, General
Lewisville High School 1990 — 1994
Sandra Weir,CFP® Sandra Weir,CFP®'s Citi Private Bank - Law Firm Group Experience October 2007 - December 2008
Job Vice President Senior Relationship Manager at Credit Agricole
Industry Financial Services
Experience
Credit Agricole Private Banking 2012 - Present
JP Morgan Private Bank December 2009 - May 2011
SunTrust Bank - Legal Specialty Group December 2008 - December 2009
Citi Private Bank - Law Firm Group October 2007 - December 2008
UBS International January 1996 - May 2006
Citibank International January 1994 - January 1996
Nomura Securities 1990 - 1992
Societe Generale 1989 - 1990
Skills
Portfolio Management, Private Banking, Investment Advisory, Investment Strategies, Investment Management, Investment Promotion, Credit, International Sales, Alternative Investments, Strategic Financial..., Latin American Business, International Investment, Investments, Investment Banking, Loans, Banking, Wealth Management
Education
University of Miami 2010 — 2011
CPC, Executive Coach
Pace University 1985 — 1989
B.B.A, International Business and Finance
Credit Agricole Private Banking 2012 - Present
JP Morgan Private Bank December 2009 - May 2011
SunTrust Bank - Legal Specialty Group December 2008 - December 2009
Citi Private Bank - Law Firm Group October 2007 - December 2008
UBS International January 1996 - May 2006
Citibank International January 1994 - January 1996
Nomura Securities 1990 - 1992
Societe Generale 1989 - 1990
Skills
Portfolio Management, Private Banking, Investment Advisory, Investment Strategies, Investment Management, Investment Promotion, Credit, International Sales, Alternative Investments, Strategic Financial..., Latin American Business, International Investment, Investments, Investment Banking, Loans, Banking, Wealth Management
Education
University of Miami 2010 — 2011
CPC, Executive Coach
Pace University 1985 — 1989
B.B.A, International Business and Finance
Christian Paz Christian Paz's Citi Private Bank - Law Firm Group Experience January 2007 - Present
Job Vice President Citi Private Bank Law Firm Group
Industry Financial Services
Experience
Citi Private Bank - Law Firm Group January 2007 - Present
Burger King Corporation October 2005 - December 2006
Citi Private Bank - LATAM September 2001 - October 2005
TD Waterhouse 2000 - 2001
SunTrust Bank 1995 - 2000
Skills
Series 7, Series 63, Series 65, Banking, Financial Analysis, Wealth Management, Investments, Financial Planning, Mortgage Lending, Strategic Financial..., Portfolio Management, Finance, Equities, Securities, Financial Advisory, Private Banking, Financial Services, Capital Markets, Asset Allocation, Mutual Funds
Education
Florida International University - College of Business Administration 2003 — 2004
Masters, Finance
Florida International University - College of Business Administration 1997 — 2000
BA, Finance
Miami Dade College 1994 — 1997
AA, Business Administration
Citi Private Bank - Law Firm Group January 2007 - Present
Burger King Corporation October 2005 - December 2006
Citi Private Bank - LATAM September 2001 - October 2005
TD Waterhouse 2000 - 2001
SunTrust Bank 1995 - 2000
Skills
Series 7, Series 63, Series 65, Banking, Financial Analysis, Wealth Management, Investments, Financial Planning, Mortgage Lending, Strategic Financial..., Portfolio Management, Finance, Equities, Securities, Financial Advisory, Private Banking, Financial Services, Capital Markets, Asset Allocation, Mutual Funds
Education
Florida International University - College of Business Administration 2003 — 2004
Masters, Finance
Florida International University - College of Business Administration 1997 — 2000
BA, Finance
Miami Dade College 1994 — 1997
AA, Business Administration
Jonathan Valdivia Jonathan Valdivia's Citi Private Bank - Law Firm Group Experience August 2014 — Present
Job Vice President at Citi, (Citi Private Bank, Law Firm Group)
Industry Financial Services
Experience
Citi Private Bank- Law Firm Group August 2014 — Present
Wells Fargo - Corporate Trust July 2013 — August 2014
Wells Fargo - Corporate Trust October 2011 — July 2013
Wells Fargo - Corporate Trust March 2011 — October 2011
Wells Fargo - Corporate Trust October 2007 — March 2011
Skills
Portfolio Management, Contract Negotiation, Training, Account Management, Customer Service, System Administration, Mergers & Acquisitions, Escrow, Banking, Treasury Management, Cash Management, Leadership, New Business Development, Management
Education
University of Phoenix 2011 — 2012
B.S., Business Finance
California State Polytechnic University-Pomona 2005 — 2007
Industrial Engineering
Mt. San Antonio College 2002 — 2004
Engineering
Saint Mary's College of California 2018 — 2021
Master of Business Administration (M.B.A.), Finance (Program Canidate 2014)
Citi Private Bank- Law Firm Group August 2014 — Present
Wells Fargo - Corporate Trust July 2013 — August 2014
Wells Fargo - Corporate Trust October 2011 — July 2013
Wells Fargo - Corporate Trust March 2011 — October 2011
Wells Fargo - Corporate Trust October 2007 — March 2011
Skills
Portfolio Management, Contract Negotiation, Training, Account Management, Customer Service, System Administration, Mergers & Acquisitions, Escrow, Banking, Treasury Management, Cash Management, Leadership, New Business Development, Management
Education
University of Phoenix 2011 — 2012
B.S., Business Finance
California State Polytechnic University-Pomona 2005 — 2007
Industrial Engineering
Mt. San Antonio College 2002 — 2004
Engineering
Saint Mary's College of California 2018 — 2021
Master of Business Administration (M.B.A.), Finance (Program Canidate 2014)
Ramraghi Fuller's Citi Private Bank - Law Firm Group Experience January 2000 - Present
Job Director | Private Banker at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank - Law Firm Group January 2000 - Present
Bank of America December 1994 - December 2000
Skills
Banking, Credit, Financial Services, Consumer Lending, Mortgage Lending, Portfolio Management
Education
University of California, Los Angeles 1994 — 1998
University of California, Los Angeles
Citi Private Bank - Law Firm Group January 2000 - Present
Bank of America December 1994 - December 2000
Skills
Banking, Credit, Financial Services, Consumer Lending, Mortgage Lending, Portfolio Management
Education
University of California, Los Angeles 1994 — 1998
University of California, Los Angeles
Jacob Siefkes's Citi Private Bank - Law Firm Group Experience May 2014 - Present
Job Private Banker at Citi Private Bank Law Firm Group
Industry Banking
Experience
Citi Private Bank - Law Firm Group May 2014 - Present
Citi Private Bank - Law Firm Group January 2010 - May 2014
Wells Fargo Private Bank - Legal Specialty Group June 2007 - January 2010
Wells Fargo January 2008 - June 2008
Wells Fargo May 2004 - January 2008
Skills
Credit, Banking, Loans, Wealth Management, Mortgage Lending, Investments, Cash Management, Asset Allocation, Relationship Management, Asset Managment
Education
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Science (BS), Political Science and Government
Citi Private Bank - Law Firm Group May 2014 - Present
Citi Private Bank - Law Firm Group January 2010 - May 2014
Wells Fargo Private Bank - Legal Specialty Group June 2007 - January 2010
Wells Fargo January 2008 - June 2008
Wells Fargo May 2004 - January 2008
Skills
Credit, Banking, Loans, Wealth Management, Mortgage Lending, Investments, Cash Management, Asset Allocation, Relationship Management, Asset Managment
Education
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Science (BS), Political Science and Government
Paul Milchman's Citi Private Bank - Law Firm Group Experience January 2010 - Present
Job Relationship Manager, Vice President Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank - Law Firm Group January 2010 - Present
Citi Private Bank - Law Firm Group January 2012 - December 2012
Citi Private Bank - Law Firm Group June 2005 - December 2009
Citicorp Investment Services Inc. April 1999 - May 2004
Prudential Financial October 1997 - March 1999
Skills
Investments, Portfolio Management, Equities, Fixed Income, Capital Markets, Hedge Funds, Financial Services, Risk Management, Securities, Financial Analysis, Corporate Finance, Asset Management, Private Equity, Alternative Investments, AML, Asset Managment, Wealth Management, Banking, Finance, Relationship Management, Cash Management, Loans, Wealth Management..., Series 7, Private Banking, Asset Allocation, Investment Advisory
Education
St. John's University 1997 — 2000
Master of Business Administration (MBA), Finance, General
Touro College 1993 — 1996
Bachelor of Science (BS), Accounting
Citi Private Bank - Law Firm Group January 2010 - Present
Citi Private Bank - Law Firm Group January 2012 - December 2012
Citi Private Bank - Law Firm Group June 2005 - December 2009
Citicorp Investment Services Inc. April 1999 - May 2004
Prudential Financial October 1997 - March 1999
Skills
Investments, Portfolio Management, Equities, Fixed Income, Capital Markets, Hedge Funds, Financial Services, Risk Management, Securities, Financial Analysis, Corporate Finance, Asset Management, Private Equity, Alternative Investments, AML, Asset Managment, Wealth Management, Banking, Finance, Relationship Management, Cash Management, Loans, Wealth Management..., Series 7, Private Banking, Asset Allocation, Investment Advisory
Education
St. John's University 1997 — 2000
Master of Business Administration (MBA), Finance, General
Touro College 1993 — 1996
Bachelor of Science (BS), Accounting
Rob Bissu's Citi Private Bank - Law Firm Group Experience January 2008 - Present
Job Private Banker at Citi
Industry Financial Services
Experience
Citi Private Bank - Law Firm Group January 2008 - Present
Citi September 2004 - December 2007
Skills
Banking, Credit
Education
Boston University Questrom School of Business 2000 — 2004
BSBA, Finance and Operations
Citi Private Bank - Law Firm Group January 2008 - Present
Citi September 2004 - December 2007
Skills
Banking, Credit
Education
Boston University Questrom School of Business 2000 — 2004
BSBA, Finance and Operations