Citi Trust
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Citi Trust Employees
Employee
Years
Job
Industry
Antonia Pancel-Cipric Antonia Pancel-Cipric's Citi Trust Experience 2009 - 2012
Job Vice President, Trust Officer at Beacon Trust
Industry Investment Management
Experience
Beacon Trust April 2012 - Present
Citi Trust 2009 - 2012
Citi Private Bank, Global Wealth Structuring 2003 - 2009
Merrill Lynch Trust Company, Wealth Management Services, Charitable Center of Excellence 1997 - 2003
Law Offices of Louann Wonski 1995 - 1997
Skills
Wealth Management, Investments, Asset Management, Investment Management, Portfolio Management, Mutual Funds, Asset Allocation, Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Equities, Attorneys, Trusts, Wealth Management..., Banking
Education
Tulane University Law School 1988 — 1991
Doctor of Law (J.D.)
Fitzwilliam College, Cambridge University, England 1990 — 1990
Comparative Legal Studies
University of Notre Dame 1991 — 1994
Master of Arts (M.A.), Art History, Criticism and Conservation
University of Notre Dame 1994 — 1994
Certificate in African Studies, African Politics, Literature, Anthropology
University of Notre Dame 1984 — 1988
Bachelor of Arts (B.A.), Government and Art History
Rutgers University-New Brunswick 1983 — 1983
Non Degree Program, Psychology/Sociology
Beacon Trust April 2012 - Present
Citi Trust 2009 - 2012
Citi Private Bank, Global Wealth Structuring 2003 - 2009
Merrill Lynch Trust Company, Wealth Management Services, Charitable Center of Excellence 1997 - 2003
Law Offices of Louann Wonski 1995 - 1997
Skills
Wealth Management, Investments, Asset Management, Investment Management, Portfolio Management, Mutual Funds, Asset Allocation, Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Equities, Attorneys, Trusts, Wealth Management..., Banking
Education
Tulane University Law School 1988 — 1991
Doctor of Law (J.D.)
Fitzwilliam College, Cambridge University, England 1990 — 1990
Comparative Legal Studies
University of Notre Dame 1991 — 1994
Master of Arts (M.A.), Art History, Criticism and Conservation
University of Notre Dame 1994 — 1994
Certificate in African Studies, African Politics, Literature, Anthropology
University of Notre Dame 1984 — 1988
Bachelor of Arts (B.A.), Government and Art History
Rutgers University-New Brunswick 1983 — 1983
Non Degree Program, Psychology/Sociology
Bridget Boyd, CTFA Bridget Boyd, CTFA's Citi Trust Experience May 2015 - Present
Job Senior Vice President & Senior Trust Officer at Citi Trust
Industry Banking
Experience
Citi Trust May 2015 - Present
First Republic Trust Company of Delaware LLC July 2014 - May 2015
Sun Trust Delaware Trust Company November 2011 - July 2014
Citigroup Trust May 2006 - November 2011
Christiana Bank & Trust Company July 2003 - May 2006
The Capital Trust Company of Delaware March 2001 - August 2003
Mellon Private Asset Management July 1996 - March 2001
EDS Corporation September 1995 - July 1996
Meridian Trust Company December 1992 - July 1995
Skills
Trust Services, Financial Planners, Estate Planning, High Net Worth..., Portfolio Management, Asset Allocation, Banking, Private Banking, Asset Management, Securities, Strategic Financial..., Investment Advisory, Retirement Planning, Financial Advisory, Mutual Funds, Financial Services, Series 7
Education
Temple University - Fox School of Business and Management 1997 — 2000
MBA, Business Administration
Millersville University of Pennsylvania 1990 — 1992
BS, Business Administration
Cannon Trust School 2002 — 2004
CTFA, Certified Trust and Financial Advisor Designation
Citi Trust May 2015 - Present
First Republic Trust Company of Delaware LLC July 2014 - May 2015
Sun Trust Delaware Trust Company November 2011 - July 2014
Citigroup Trust May 2006 - November 2011
Christiana Bank & Trust Company July 2003 - May 2006
The Capital Trust Company of Delaware March 2001 - August 2003
Mellon Private Asset Management July 1996 - March 2001
EDS Corporation September 1995 - July 1996
Meridian Trust Company December 1992 - July 1995
Skills
Trust Services, Financial Planners, Estate Planning, High Net Worth..., Portfolio Management, Asset Allocation, Banking, Private Banking, Asset Management, Securities, Strategic Financial..., Investment Advisory, Retirement Planning, Financial Advisory, Mutual Funds, Financial Services, Series 7
Education
Temple University - Fox School of Business and Management 1997 — 2000
MBA, Business Administration
Millersville University of Pennsylvania 1990 — 1992
BS, Business Administration
Cannon Trust School 2002 — 2004
CTFA, Certified Trust and Financial Advisor Designation
Doug Sullivan Doug Sullivan's Citi Trust Experience March 1998 - February 2003
Job Senior Vice President at Northern Trust Company
Industry Financial Services
Experience
Northern Trust March 1987 - Present
Citi Trust March 1998 - February 2003
Skills
Certified Financial..., FINRA Licenses: 7 and 63, Investments, Estate Planning, Retirement Planning, Strategic Financial..., High Net Worth..., Wealth, Trust Services, Personal Finance, Management, Wealth Management, Asset Allocation, Alternative Investments, Series 7, Wealth Management..., Asset Management, Mutual Funds, Securities, Portfolio Management, Investment Advisory, Investment Management, Investment Strategies, Series 63, Equities, FINRA
Education
Southern Methodist University
University School of Milwaukee
High School
Northern Trust March 1987 - Present
Citi Trust March 1998 - February 2003
Skills
Certified Financial..., FINRA Licenses: 7 and 63, Investments, Estate Planning, Retirement Planning, Strategic Financial..., High Net Worth..., Wealth, Trust Services, Personal Finance, Management, Wealth Management, Asset Allocation, Alternative Investments, Series 7, Wealth Management..., Asset Management, Mutual Funds, Securities, Portfolio Management, Investment Advisory, Investment Management, Investment Strategies, Series 63, Equities, FINRA
Education
Southern Methodist University
University School of Milwaukee
High School
Erik Donohue Erik Donohue's Citi Trust Experience June 2007 - June 2011
Job Associate Banker at Citi
Industry Financial Services
Experience
Citi Private Bank June 2011 - Present
Citi Trust June 2007 - June 2011
Skills
Capital Markets, Equities, Wealth Management, Asset Management, Banking, Investments, Fixed Income, Private Equity, Hedge Funds, Private Banking, Credit, Derivatives, Series 7, Series 66, Real Estate Private..., Financial Analysis, Alternative Investments, Loans
Education
Kean University 2003 — 2007
Bachelor of Business Administration (BBA), International Business
Citi Private Bank June 2011 - Present
Citi Trust June 2007 - June 2011
Skills
Capital Markets, Equities, Wealth Management, Asset Management, Banking, Investments, Fixed Income, Private Equity, Hedge Funds, Private Banking, Credit, Derivatives, Series 7, Series 66, Real Estate Private..., Financial Analysis, Alternative Investments, Loans
Education
Kean University 2003 — 2007
Bachelor of Business Administration (BBA), International Business
Nicole Nachtigal Emerson Nicole Nachtigal Emerson's Citi Trust Experience May 2013 - Present
Job Vice President and Trust Officer at Citicorp Trust South Dakota
Industry Financial Services
Experience
Citi Trust May 2013 - Present
Sterling Trustees, LLC September 2012 - May 2013
Lynn, Jackson, Shultz & Lebrun, P.C. August 2003 - October 2012
South Dakota Supreme Court August 2002 - August 2003
Barker, Wilson, Reynolds & Burke May 2001 - August 2001
United States Senator Tom Daschle, Washington, DC June 2000 - August 2000
South Dakota Senate - 74th Legislative Session January 1999 - March 1999
Skills
Estate Planning, Trusts, Legal Research, Legal Writing, Commercial Litigation, Guardianship, Personal Injury, Conservatorships, Charitable Trusts, Legal Advice, Intellectual Property, Special Needs Trusts, Asset Protection, Trust Management, Employment Law, Appeals, Wills, Estate Administration, Civil Litigation
Education
The University of South Dakota School of Law 1999 — 2002
J.D., Law
Black Hills State University 1995 — 1998
B.S., Political Science
Citi Trust May 2013 - Present
Sterling Trustees, LLC September 2012 - May 2013
Lynn, Jackson, Shultz & Lebrun, P.C. August 2003 - October 2012
South Dakota Supreme Court August 2002 - August 2003
Barker, Wilson, Reynolds & Burke May 2001 - August 2001
United States Senator Tom Daschle, Washington, DC June 2000 - August 2000
South Dakota Senate - 74th Legislative Session January 1999 - March 1999
Skills
Estate Planning, Trusts, Legal Research, Legal Writing, Commercial Litigation, Guardianship, Personal Injury, Conservatorships, Charitable Trusts, Legal Advice, Intellectual Property, Special Needs Trusts, Asset Protection, Trust Management, Employment Law, Appeals, Wills, Estate Administration, Civil Litigation
Education
The University of South Dakota School of Law 1999 — 2002
J.D., Law
Black Hills State University 1995 — 1998
B.S., Political Science
Annette Whitted, CTFA Annette Whitted, CTFA's Citi Trust Experience July 2001 - May 2013
Job Senior Vice President and Branch Manager
Industry Banking
Experience
Reliance Trust Company an FIS Company June 2013 - Present
Citi Trust July 2001 - May 2013
JPMorgan Chase September 1989 - July 2001
Skills
Wealth Management, Relationship Management, Trust Services, High Net Worth..., Asset Allocation, Banking, Portfolio Management, Asset Management, Leadership, Risk Management, Securities, Wealth Management..., Investment Advisory, Private Banking, Financial Services, Investments
Education
Amberton University
BBA, Business Management
Reliance Trust Company an FIS Company June 2013 - Present
Citi Trust July 2001 - May 2013
JPMorgan Chase September 1989 - July 2001
Skills
Wealth Management, Relationship Management, Trust Services, High Net Worth..., Asset Allocation, Banking, Portfolio Management, Asset Management, Leadership, Risk Management, Securities, Wealth Management..., Investment Advisory, Private Banking, Financial Services, Investments
Education
Amberton University
BBA, Business Management
Jay H. Krall Jay H. Krall's Citi Trust Experience March 2007 - July 2009
Job Attorney, Law Offices of Jay H. Krall
Industry Law Practice
Experience
Law Offices of Jay H. Krall April 2014 - Present
Wells Fargo Private Bank January 2012 - April 2014
First National Bank of Shelby NC April 2011 - March 2012
Law Offices of Jay H. Krall August 1985 - April 2011
Citi Trust March 2007 - July 2009
Smith Barney March 2005 - March 2007
Skills
Estate Planning, Estate Tax Planning, High Net Worth..., Charities, Trustee Services and..., Modification of..., Series 65, Retirement Planning, Trusts, IRAs
Education
Quinnipiac University School of Law 1981 — 1984
J.D., Law
University of Maine 1975 — 1977
M.S., Entomology
Lafayette College 1970 — 1974
BA, Biology
Law Offices of Jay H. Krall April 2014 - Present
Wells Fargo Private Bank January 2012 - April 2014
First National Bank of Shelby NC April 2011 - March 2012
Law Offices of Jay H. Krall August 1985 - April 2011
Citi Trust March 2007 - July 2009
Smith Barney March 2005 - March 2007
Skills
Estate Planning, Estate Tax Planning, High Net Worth..., Charities, Trustee Services and..., Modification of..., Series 65, Retirement Planning, Trusts, IRAs
Education
Quinnipiac University School of Law 1981 — 1984
J.D., Law
University of Maine 1975 — 1977
M.S., Entomology
Lafayette College 1970 — 1974
BA, Biology
Bruce Bogue Bruce Bogue's Citi Trust Experience September 2010 - Present
Job Team Lead at Citi Trust
Industry Financial Services
Experience
Citi Trust September 2010 - Present
Citi Trust May 2001 - Present
US Bank 1999 - 2001
Skills
Certified Trust and...
Education
The University of South Dakota School of Law 1989 — 1992
Doctor of Law (JD)
South Dakota State University 1984 — 1988
Bachelor of Arts (B.A.), Journalism
Citi Trust September 2010 - Present
Citi Trust May 2001 - Present
US Bank 1999 - 2001
Skills
Certified Trust and...
Education
The University of South Dakota School of Law 1989 — 1992
Doctor of Law (JD)
South Dakota State University 1984 — 1988
Bachelor of Arts (B.A.), Journalism
T. Paige Betz's Citi Trust Experience June 2007 - Present
Job Vice President and Trust Officer
Industry Financial Services
Experience
Citi Trust June 2007 - Present
New York Presbyterian Hospital 2006 - June 2007
The New York Botanical Garden 2005 - 2005
New York Academy of Medicine 2004 - 2005
Morgan Stanley Trust 2000 - 2003
Skills
Wealth Management, Estate Planning, Investments, Strategic Financial..., Asset Managment, Asset Management, Financial Modeling, Alternative Investments, Finance, High Net Worth..., Wealth Management..., Series 7, Retirement Planning, Portfolio Management, Equities, Philanthropy, Private Banking, Securities, Asset Allocation, Mutual Funds, Valuation, Investment Advisory, Banking, Fixed Income, Investment Management, Trust Services, Financial Services, Investment Strategies, Financial Planning
Education
New York University 2010 — 2013
Certificate in Grantmaking and Foundations
University of Georgia School of Law 1992 — 1995
JD
Texas Christian University
BA, Art History/History
Citi Trust June 2007 - Present
New York Presbyterian Hospital 2006 - June 2007
The New York Botanical Garden 2005 - 2005
New York Academy of Medicine 2004 - 2005
Morgan Stanley Trust 2000 - 2003
Skills
Wealth Management, Estate Planning, Investments, Strategic Financial..., Asset Managment, Asset Management, Financial Modeling, Alternative Investments, Finance, High Net Worth..., Wealth Management..., Series 7, Retirement Planning, Portfolio Management, Equities, Philanthropy, Private Banking, Securities, Asset Allocation, Mutual Funds, Valuation, Investment Advisory, Banking, Fixed Income, Investment Management, Trust Services, Financial Services, Investment Strategies, Financial Planning
Education
New York University 2010 — 2013
Certificate in Grantmaking and Foundations
University of Georgia School of Law 1992 — 1995
JD
Texas Christian University
BA, Art History/History
Marjorie E. Nesbitt's Citi Trust Experience 1979 - 2006
Job President and Founder, Eight Points Asset Management, LLC
Industry Real Estate
Experience
Eight Points Asset Management LLC May 2008 - Present
Tuteur Haus GmbH & Co KG January 1991 - Present
Cafritz Company March 2006 - May 2007
Citi Trust 1979 - 2006
Skills
Real Estate, Property Management, Commercial Real Estate, Residential Homes, Strategic Planning, Financial Analysis, Business Analysis, SDLC, Vendor Management, Portfolio Management, Disaster Recovery, Asset Management
Education
Babson College 1974 — 1976
Bachelor of Science (B.S.), Accounting
Eight Points Asset Management LLC May 2008 - Present
Tuteur Haus GmbH & Co KG January 1991 - Present
Cafritz Company March 2006 - May 2007
Citi Trust 1979 - 2006
Skills
Real Estate, Property Management, Commercial Real Estate, Residential Homes, Strategic Planning, Financial Analysis, Business Analysis, SDLC, Vendor Management, Portfolio Management, Disaster Recovery, Asset Management
Education
Babson College 1974 — 1976
Bachelor of Science (B.S.), Accounting
Erica Dillon Kostro's Citi Trust Experience May 2010 - Present
Job Director & Head, Fiduciary Solutions Group at Citi Trust
Industry Financial Services
Experience
Citi Trust May 2010 - Present
Citibank September 1998 - June 2010
Wachovia 2004 - 2006
MassMutual 1997 - 1998
Holton Howard & Goodman 1995 - 1997
Education
University of Virginia
Bachelor of Arts (B.A.)
Boston University School of Law
Citi Trust May 2010 - Present
Citibank September 1998 - June 2010
Wachovia 2004 - 2006
MassMutual 1997 - 1998
Holton Howard & Goodman 1995 - 1997
Education
University of Virginia
Bachelor of Arts (B.A.)
Boston University School of Law
Brianna Sturm's Citi Trust Experience April 2006 - Present
Job Assistant Vice President at Citi Trust
Industry Banking
Experience
Citi Trust April 2006 - Present
Citibank NA April 2005 - April 2006
Skills
Financial Services, Securities, Relationship Management, Loans, Retail Banking, Risk Management, Wealth Management, Investments, Portfolio Management, Banking
Education
The University of South Dakota 1999 — 2004
Bachelor of Science, Business Administration
Citi Trust April 2006 - Present
Citibank NA April 2005 - April 2006
Skills
Financial Services, Securities, Relationship Management, Loans, Retail Banking, Risk Management, Wealth Management, Investments, Portfolio Management, Banking
Education
The University of South Dakota 1999 — 2004
Bachelor of Science, Business Administration
Thomas Martyn's Citi Trust Experience July 2006 - May 2010
Job Executive Director at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase May 2010 - Present
Citi Trust July 2006 - May 2010
U.S. Trust Company 1995 - 2006
Education
Fordham University
Bachelor of Science, Finance & Accounting
Iona Preparatory School
St. John's University School of Law
JD
JP Morgan Chase May 2010 - Present
Citi Trust July 2006 - May 2010
U.S. Trust Company 1995 - 2006
Education
Fordham University
Bachelor of Science, Finance & Accounting
Iona Preparatory School
St. John's University School of Law
JD
Ralph Cheifetz's Citi Trust Experience 1991 - June 2010
Job CEO at Ralph Cheifetz Estate & Trust Tax Consulting
Industry Legal Services
Experience
Ralph Cheifetz Estate & Trust Tax Consulting August 2010 - Present
Citi Trust 1991 - June 2010
Skills
Tax Compliance, Problem Solving, Trust Accounting, IRS, Estate Planning, Tax Research, Tax Law, Trusts, Tax Audits, Tax, Inheritance Tax Planning, Management, Tax Advisory, Income Tax, Estate Tax Planning, Compliance, Auditing
Education
Brooklyn Law School
Juris Doctor, Tax
Ralph Cheifetz Estate & Trust Tax Consulting August 2010 - Present
Citi Trust 1991 - June 2010
Skills
Tax Compliance, Problem Solving, Trust Accounting, IRS, Estate Planning, Tax Research, Tax Law, Trusts, Tax Audits, Tax, Inheritance Tax Planning, Management, Tax Advisory, Income Tax, Estate Tax Planning, Compliance, Auditing
Education
Brooklyn Law School
Juris Doctor, Tax
Donna Wittek's Citi Trust Experience October 2000 - Present
Job Senior Vice President at Citigroup Trust
Industry Financial Services
Experience
Citi Trust October 2000 - Present
Merrill Lynch 1997 - 2008
Education
Georgian Court University 2002 — 2007
MBA, Business
Citi Trust October 2000 - Present
Merrill Lynch 1997 - 2008
Education
Georgian Court University 2002 — 2007
MBA, Business
Christopher Barone's Citi Trust Experience April 2007 - August 2008
Job HNW Associate Banker at Citigroup Private Bank
Industry Financial Services
Experience
Citi Private Bank April 2013 - Present
Citigroup June 2010 - Present
Private Bank September 2008 - February 2010
Citi Trust April 2007 - August 2008
Citi Private Bank September 2005 - March 2007
Citi 2001 - 2005
Skills
Series 7, Financial Services, Portfolio Management, Banking, Investments, Risk Management, Private Banking, Asset Management, High Net Worth..., Finance, Fixed Income, Wealth Management
Education
Mercy College 2007 — 2009
Bachelor of Science, Organizational Management, Cum Laude
Mercy College
B.S., Organizational Management
Citi Private Bank April 2013 - Present
Citigroup June 2010 - Present
Private Bank September 2008 - February 2010
Citi Trust April 2007 - August 2008
Citi Private Bank September 2005 - March 2007
Citi 2001 - 2005
Skills
Series 7, Financial Services, Portfolio Management, Banking, Investments, Risk Management, Private Banking, Asset Management, High Net Worth..., Finance, Fixed Income, Wealth Management
Education
Mercy College 2007 — 2009
Bachelor of Science, Organizational Management, Cum Laude
Mercy College
B.S., Organizational Management
Audrey Mandeville's Citi Trust Experience August 2012 - May 2013
Job Trust Operations Specialist
Industry Investment Management
Experience
Trust Management Network January 2014 - Present
Reliance Trust Company of Delaware June 2013 - August 2013
Citi Trust August 2012 - May 2013
US Trust June 2002 - November 2011
Skills
Trusts, Asset Management, Wealth, Portfolio Management, Asset Allocation, CRM, Tax, Estate Planning, Wealth Management..., Wealth Management, Investment Advisory
Education
University of North Texas 1974 — 1980
BS, Health and Physical Education/Fitness
Air Traffic Control 1985 — 1985
Certified Air Traffic Controller/Radar Supervisor, Air Traffic Control
Trust Management Network January 2014 - Present
Reliance Trust Company of Delaware June 2013 - August 2013
Citi Trust August 2012 - May 2013
US Trust June 2002 - November 2011
Skills
Trusts, Asset Management, Wealth, Portfolio Management, Asset Allocation, CRM, Tax, Estate Planning, Wealth Management..., Wealth Management, Investment Advisory
Education
University of North Texas 1974 — 1980
BS, Health and Physical Education/Fitness
Air Traffic Control 1985 — 1985
Certified Air Traffic Controller/Radar Supervisor, Air Traffic Control