Citibank 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–) Subsidiaries: Citi Private Bank, Asset Management Arm, Citigroup Private Bank (hong Kong), Asset Management Arm Parent organization: Citigroup
Citibank Private Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citibank Private Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Citibank Private Bank Employees
Employee
Years
Job
Industry
Edmund Leon Edmund Leon's Citibank Private Bank Experience January 1996 - October 1999
Job Music is Life
Industry Health, Wellness and Fitness
Experience
Music Teacher January 1980 - Present
Self Employed January 1985 - December 2010
Citibank Private Bank January 1996 - October 1999
Skills
Creative Writing, Social Media, Nonprofits, Editing, Music, Event Planning, Buddhism, Multi-instrumentalist, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Multimedia, Data Entry, Customer Service, Administrative..., Volunteering, Transcribing, Proofreading, Meditation, Office Management, Volunteer Management, Facebook, Office Administration, Blogging, Teamwork, Community Outreach, Resume Writing, Research
Education
College of Buddhist Studies 1997 — 1999
Non Credit curriculum, Pali Canon, Psychology of Buddhism (Abhidhamma), History of Buddhism
Cerritos College 1980 — 1983
Transfer Credits
Music Teacher January 1980 - Present
Self Employed January 1985 - December 2010
Citibank Private Bank January 1996 - October 1999
Skills
Creative Writing, Social Media, Nonprofits, Editing, Music, Event Planning, Buddhism, Multi-instrumentalist, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Multimedia, Data Entry, Customer Service, Administrative..., Volunteering, Transcribing, Proofreading, Meditation, Office Management, Volunteer Management, Facebook, Office Administration, Blogging, Teamwork, Community Outreach, Resume Writing, Research
Education
College of Buddhist Studies 1997 — 1999
Non Credit curriculum, Pali Canon, Psychology of Buddhism (Abhidhamma), History of Buddhism
Cerritos College 1980 — 1983
Transfer Credits
Kelly Roche Gilliam Kelly Roche Gilliam's Citibank Private Bank Experience April 1996 - July 1997
Job Professional Development at McKinsey & Co.
Industry Management Consulting
Experience
McKinsey & Company October 2005 - Present
NOVARTIS PHARMACEUTICALS April 2004 - October 2005
Pfizer Pharmaceuticals October 2001 - April 2004
McKinsey & Company August 1999 - October 2001
CITIBANK PRIVATE BANK April 1996 - July 1997
CHASE MANHATTAN BANK August 1993 - October 1996
Skills
Organizational..., Process Improvement, Forecasting, Market Research, Performance Management, Organizational..., Coaching, Leadership Development, Consulting, Project Management, Analysis, Marketing
Education
University of Pennsylvania - The Wharton School 1999 — 1999
Master of Business Administration, Finance
Fordham University 1992 — 1993
Master of Arts; Bachelor of Arts, Economics
McKinsey & Company October 2005 - Present
NOVARTIS PHARMACEUTICALS April 2004 - October 2005
Pfizer Pharmaceuticals October 2001 - April 2004
McKinsey & Company August 1999 - October 2001
CITIBANK PRIVATE BANK April 1996 - July 1997
CHASE MANHATTAN BANK August 1993 - October 1996
Skills
Organizational..., Process Improvement, Forecasting, Market Research, Performance Management, Organizational..., Coaching, Leadership Development, Consulting, Project Management, Analysis, Marketing
Education
University of Pennsylvania - The Wharton School 1999 — 1999
Master of Business Administration, Finance
Fordham University 1992 — 1993
Master of Arts; Bachelor of Arts, Economics
Jacqueline Scott Jacqueline Scott's Citibank Private Bank Experience March 1996 - July 1998
Job Portfolio Management Officer
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Merrill Lynch October 2011 - May 2015
MORGAN STANLEY, La Jolla, CA October 2009 - October 2011
Vesey Street Advisors/JSS, Inc. May 2001 - September 2009
Lehman Brothers June 1998 - December 2001
Citibank Private Bank March 1996 - July 1998
Citicorp June 1993 - July 1998
Citicorp January 1989 - February 1993
Skills
Investments, Corporate Finance, Investment Banking, Due Diligence, Finance, Financial Modeling, Capital Markets, Financial Analysis, Venture Capital, Mergers, Valuation, Fixed Income, Equities, Portfolio Management, Bloomberg, Equity Research, Hedge Funds, Alternative Investments, Series 7, Asset Managment, Strategic Financial..., Private Equity, Loans, Credit Analysis, Asset Management, Credit, Mergers & Acquisitions, Banking, Wealth Management, Underwriting, Mortgage Lending, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Binghamton University - School of Management 1979 — 1983
BS, Management Science/Computer Science Concentration
Bank of America Merrill Lynch May 2015 - Present
Merrill Lynch October 2011 - May 2015
MORGAN STANLEY, La Jolla, CA October 2009 - October 2011
Vesey Street Advisors/JSS, Inc. May 2001 - September 2009
Lehman Brothers June 1998 - December 2001
Citibank Private Bank March 1996 - July 1998
Citicorp June 1993 - July 1998
Citicorp January 1989 - February 1993
Skills
Investments, Corporate Finance, Investment Banking, Due Diligence, Finance, Financial Modeling, Capital Markets, Financial Analysis, Venture Capital, Mergers, Valuation, Fixed Income, Equities, Portfolio Management, Bloomberg, Equity Research, Hedge Funds, Alternative Investments, Series 7, Asset Managment, Strategic Financial..., Private Equity, Loans, Credit Analysis, Asset Management, Credit, Mergers & Acquisitions, Banking, Wealth Management, Underwriting, Mortgage Lending, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Binghamton University - School of Management 1979 — 1983
BS, Management Science/Computer Science Concentration
Jennifer Stoody Jennifer Stoody's Citibank Private Bank Experience 2001 - 2006
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Consulting 2014 - 2014
Credit Suisse Private Bank 2008 - 2014
Lehman Brothers 2006 - 2008
Citibank Private Bank 2001 - 2006
Deutsche Bank Private Bank 1997 - 2001
Skills
Project Portfolio..., Change Management, Project Management, Product Management, Business Strategy, Management, Financial Services, Banking, Wealth Management, Program Management, Process Engineering, Business Process..., Business Process Mapping, Relationship Management, SDLC, CRM
Education
Hofstra University Frank G. Zarb School of Business
Masters of Business Administration, Banking and Finance
State University of New York at Albany
Bachelor of Science, Mathematics
Wells Fargo 2014 - Present
Consulting 2014 - 2014
Credit Suisse Private Bank 2008 - 2014
Lehman Brothers 2006 - 2008
Citibank Private Bank 2001 - 2006
Deutsche Bank Private Bank 1997 - 2001
Skills
Project Portfolio..., Change Management, Project Management, Product Management, Business Strategy, Management, Financial Services, Banking, Wealth Management, Program Management, Process Engineering, Business Process..., Business Process Mapping, Relationship Management, SDLC, CRM
Education
Hofstra University Frank G. Zarb School of Business
Masters of Business Administration, Banking and Finance
State University of New York at Albany
Bachelor of Science, Mathematics
Kelly Mack-Francis Kelly Mack-Francis's Citibank Private Bank Experience June 1994 - May 2003
Job Vice President, Residential Lending, Entertainment and Private Client Services. President's Circle Award Recipient 2014
Industry Banking
Experience
City National Bank January 2008 - Present
Wachovia December 2004 - January 2008
Wells Fargo Home Mortgage May 2003 - December 2004
Citibank Private Bank June 1994 - May 2003
Citibank December 1979 - June 1994
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Credit Risk, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Underwriting
Education
Baruch College 1978 — 1982
Bachelor of Arts (B.A.), Mathematics and Statistics
Bronx High School of Science 1975 — 1978
City National Bank January 2008 - Present
Wachovia December 2004 - January 2008
Wells Fargo Home Mortgage May 2003 - December 2004
Citibank Private Bank June 1994 - May 2003
Citibank December 1979 - June 1994
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Credit Risk, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Underwriting
Education
Baruch College 1978 — 1982
Bachelor of Arts (B.A.), Mathematics and Statistics
Bronx High School of Science 1975 — 1978
Eli Butnaru's Citibank Private Bank Experience January 1990 - January 1994
Job Chief Executive Officer at Mora Wealth Management LLC
Industry Investment Management
Experience
Mora Wealth Management LLC August 2011 - Present
UBS International June 2006 - July 2010
UBS UBS AG June 2004 - June 2006
UBS AG November 2001 - May 2004
Citibank January 1998 - January 2001
Citibank January 1996 - January 1998
Citibank Trust Florida January 1994 - January 1996
Citibank Private Bank January 1990 - January 1994
Citibank January 1987 - January 1990
Citibank January 1984 - January 1987
Skills
Wealth Management, Treasury Management, Cash Management, Loans, Alternative Investments, Structured Products, Hedge Funds, Emerging Markets, Equities, Fixed Income, Investment Banking, Capital Markets, Portfolio Management, Asset Management, Investments, Financial Services
Education
Louisiana University 1979 — 1984
B.S, Production Management and Finance
Louisiana State University 1980 — 1983
BS, Production Management & Finance
Mora Wealth Management LLC August 2011 - Present
UBS International June 2006 - July 2010
UBS UBS AG June 2004 - June 2006
UBS AG November 2001 - May 2004
Citibank January 1998 - January 2001
Citibank January 1996 - January 1998
Citibank Trust Florida January 1994 - January 1996
Citibank Private Bank January 1990 - January 1994
Citibank January 1987 - January 1990
Citibank January 1984 - January 1987
Skills
Wealth Management, Treasury Management, Cash Management, Loans, Alternative Investments, Structured Products, Hedge Funds, Emerging Markets, Equities, Fixed Income, Investment Banking, Capital Markets, Portfolio Management, Asset Management, Investments, Financial Services
Education
Louisiana University 1979 — 1984
B.S, Production Management and Finance
Louisiana State University 1980 — 1983
BS, Production Management & Finance
Frank Carrere Frank Carrere's Citibank Private Bank Experience May 1992 - September 1995
Job SVP Corporate Development 21st Century Fox Fox International Channels
Industry Entertainment
Experience
21st Century Fox - Fox International Channels August 2007 - Present
Fun Technologies/ SkillJam - a Liberty Media Co. January 2005 - June 2007
C&A Media January 2003 - December 2004
NextLeft November 1999 - December 2002
PricewaterhouseCoopers May 1997 - November 1999
Citibank Private Bank May 1992 - September 1995
Skills
Strategy, Business Strategy, Mergers & Acquisitions, Corporate Development, Strategic Planning, Start-ups, Business Development, Mobile Devices, Acquisition Integration, Executive Management, Venture Capital, Mergers, Restructuring, International..., P&L Management, New Media, Investment Banking, Business Planning, Operations Management, Media & Entertainment, Online Advertising, Finance, Strategy Development, Business Acquisition, Online Gaming, Banking, Private Banking, Raising Venture Capital, Product Management, Mobile, post merger integration, Turnaround, Private Equity/Venture..., OTT, SVOD, Production, Sports, Premium TV, FTA
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance & Economics
UCLA Anderson School of Management
MBA, Strategy & Finance
21st Century Fox - Fox International Channels August 2007 - Present
Fun Technologies/ SkillJam - a Liberty Media Co. January 2005 - June 2007
C&A Media January 2003 - December 2004
NextLeft November 1999 - December 2002
PricewaterhouseCoopers May 1997 - November 1999
Citibank Private Bank May 1992 - September 1995
Skills
Strategy, Business Strategy, Mergers & Acquisitions, Corporate Development, Strategic Planning, Start-ups, Business Development, Mobile Devices, Acquisition Integration, Executive Management, Venture Capital, Mergers, Restructuring, International..., P&L Management, New Media, Investment Banking, Business Planning, Operations Management, Media & Entertainment, Online Advertising, Finance, Strategy Development, Business Acquisition, Online Gaming, Banking, Private Banking, Raising Venture Capital, Product Management, Mobile, post merger integration, Turnaround, Private Equity/Venture..., OTT, SVOD, Production, Sports, Premium TV, FTA
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance & Economics
UCLA Anderson School of Management
MBA, Strategy & Finance
Damaris Moné Damaris Moné's Citibank Private Bank Experience September 1996 - June 1998
Job Public Affairs & Environmental Awareness
Industry Environmental Services
Experience
Association For Energy Affordability March 2012 - Present
NYS Senator Jose Peralta March 2010 - January 2011
NYS Assemblyman Jose Peralta January 2008 - March 2010
Random House October 1999 - January 2001
ICI - ADP June 1998 - October 1999
Citibank Private Bank September 1996 - June 1998
Skills
Public Speaking, Non-profits, Fundraising, Public Relations, Editing, Political Campaigns, Energy Efficiency, Media Relations, Community Outreach, Climate Change, Climate Change Impacts, Energy Conservation, Renewable Energy, Green Building, Building Science, Governmental Affairs, Team Leadership, Environmental Awareness, Environmental Policy, Environmental Consulting, Public Policy, Event Management, Town Hall Meetings, Nonprofits, Sustainability, Certified Green..., Green Construction, Government, Management, Community Development, Policy Analysis, Politics, Grassroots Organizing, Newsletters, Speech Writing, Strategic Communications, Public Affairs, Coalitions, Legislative Relations, Corporate Social..., Crisis Communications, Political Consulting, Press Releases, Political Communication, Legislation, Legal Contract Review, Community Organizing, Message Development, Legislative Affairs
Education
Queens College 1991 — 1996
BA, English Lit, American Lit and Ethnic American Literature
US Green Building Council 2012 — 2012
G-Pro License, Fundamentals of Building Green
Association for Energy Affordability 2011 — 2012
EET1 Certification, Energy Efficiency Technician & Light Auditor
SoBro 2011 — 2012
Certification, Fundamentals of Green Construction
Landmark Education 2009 — 2010
Professional & Personal Development
Association For Energy Affordability March 2012 - Present
NYS Senator Jose Peralta March 2010 - January 2011
NYS Assemblyman Jose Peralta January 2008 - March 2010
Random House October 1999 - January 2001
ICI - ADP June 1998 - October 1999
Citibank Private Bank September 1996 - June 1998
Skills
Public Speaking, Non-profits, Fundraising, Public Relations, Editing, Political Campaigns, Energy Efficiency, Media Relations, Community Outreach, Climate Change, Climate Change Impacts, Energy Conservation, Renewable Energy, Green Building, Building Science, Governmental Affairs, Team Leadership, Environmental Awareness, Environmental Policy, Environmental Consulting, Public Policy, Event Management, Town Hall Meetings, Nonprofits, Sustainability, Certified Green..., Green Construction, Government, Management, Community Development, Policy Analysis, Politics, Grassroots Organizing, Newsletters, Speech Writing, Strategic Communications, Public Affairs, Coalitions, Legislative Relations, Corporate Social..., Crisis Communications, Political Consulting, Press Releases, Political Communication, Legislation, Legal Contract Review, Community Organizing, Message Development, Legislative Affairs
Education
Queens College 1991 — 1996
BA, English Lit, American Lit and Ethnic American Literature
US Green Building Council 2012 — 2012
G-Pro License, Fundamentals of Building Green
Association for Energy Affordability 2011 — 2012
EET1 Certification, Energy Efficiency Technician & Light Auditor
SoBro 2011 — 2012
Certification, Fundamentals of Green Construction
Landmark Education 2009 — 2010
Professional & Personal Development
Kathryn Watras Kathryn Watras's Citibank Private Bank Experience September 2004 - August 2005
Job Operations Manager at City National Bank
Industry Banking
Experience
City National Bank June 2013 - Present
City National Bank January 2010 - May 2013
City National Bank August 2005 - January 2010
Citibank Private Bank September 2004 - August 2005
Citibank Private Bank December 1999 - September 2004
Apple Bank for Savings June 1997 - December 1999
Skills
Private Banking, Wealth Management, Commercial Lending, Credit, Alternative Investments, AML, Hedge Funds, Asset Managment, Series 7, Commercial Banking, Credit Analysis, Equities, Credit Risk, Financial Risk, Relationship Management, Lines Of Credit, Investments, Financial Services, Wealth Management..., Securities, Wealth, Investment Management, Mortgage Lending, Valuation, Treasury Management, Financial Analysis, Cash Management, Risk Management, Capital Markets, Series 63, Banking
Education
Manhattan College 1995 — 1999
BS, Finance & International Business
Manhattan College
Bachelor's degree, Finance and International Business
City National Bank June 2013 - Present
City National Bank January 2010 - May 2013
City National Bank August 2005 - January 2010
Citibank Private Bank September 2004 - August 2005
Citibank Private Bank December 1999 - September 2004
Apple Bank for Savings June 1997 - December 1999
Skills
Private Banking, Wealth Management, Commercial Lending, Credit, Alternative Investments, AML, Hedge Funds, Asset Managment, Series 7, Commercial Banking, Credit Analysis, Equities, Credit Risk, Financial Risk, Relationship Management, Lines Of Credit, Investments, Financial Services, Wealth Management..., Securities, Wealth, Investment Management, Mortgage Lending, Valuation, Treasury Management, Financial Analysis, Cash Management, Risk Management, Capital Markets, Series 63, Banking
Education
Manhattan College 1995 — 1999
BS, Finance & International Business
Manhattan College
Bachelor's degree, Finance and International Business
Tim Austin Tim Austin's Citibank Private Bank Experience 1994 - 1998
Job District Leader at Primerica
Industry Financial Services
Experience
Primerica January 2014 - Present
Crown Financial Solutions November 2011 - January 2014
HomeBanc Mortgage 2006 - 2007
Ocwen Financial Corporation 2000 - 2001
Citibank Private Bank 1994 - 1998
Skills
Financial Education, Team Building, Leadership, Marketing, Leadership Development, Recruiting, Training, Insurance, Customer Service, Negotiation, Coaching, People Skills, Public Seminars, Sales Presentations, Business Development, Mentoring, Public Speaking, Entrepreneurship, Business Strategy, Account Management, Education, Motivational Speaking, Employee Training, Networking, Communication
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1985
MBA, Finance
Muhlenberg College 1977 — 1981
B.A., Bus. Admin., Economics
Miller Place High School 1973 — 1977
High School, General
Primerica January 2014 - Present
Crown Financial Solutions November 2011 - January 2014
HomeBanc Mortgage 2006 - 2007
Ocwen Financial Corporation 2000 - 2001
Citibank Private Bank 1994 - 1998
Skills
Financial Education, Team Building, Leadership, Marketing, Leadership Development, Recruiting, Training, Insurance, Customer Service, Negotiation, Coaching, People Skills, Public Seminars, Sales Presentations, Business Development, Mentoring, Public Speaking, Entrepreneurship, Business Strategy, Account Management, Education, Motivational Speaking, Employee Training, Networking, Communication
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1985
MBA, Finance
Muhlenberg College 1977 — 1981
B.A., Bus. Admin., Economics
Miller Place High School 1973 — 1977
High School, General
Michiko Kurahashi's Citibank Private Bank Experience June 1991 - January 1994
Job Chief Marketing Officer
Industry Financial Services
Experience
CIT Bank October 2012 - Present
CIT Bank April 2012 - October 2012
reputations@work LLC September 2011 - September 2012
UBS September 2010 - August 2011
HSBC Private Bank January 2003 - September 2010
HSBC Private Bank January 2000 - January 2003
Republic National Bank January 1994 - December 1999
Citibank Private Bank June 1991 - January 1994
Citigroup October 1989 - May 1991
Skills
CEOs, Investor Relations, Investments, Emerging Markets, Internal Communications, Financial Services, Digital Marketing, Asset Managment, Reputation Management, Private Banking, Asset Management, Leadership, Banking, CRM, Relationship Management, Wealth Management, Alternative Investments, Management, Hedge Funds, Due Diligence, Portfolio Management, Strategy, Management Consulting, Executive Management, Securities, Program Management, Investment Banking, Marketing
Education
Cornell University
PhD, Sociology, Event History Analysis, Quantitative Survey Research
Cornell University
MA, Sociology, Social Stratification Theory
University of Michigan
BA, Sociology
CIT Bank October 2012 - Present
CIT Bank April 2012 - October 2012
reputations@work LLC September 2011 - September 2012
UBS September 2010 - August 2011
HSBC Private Bank January 2003 - September 2010
HSBC Private Bank January 2000 - January 2003
Republic National Bank January 1994 - December 1999
Citibank Private Bank June 1991 - January 1994
Citigroup October 1989 - May 1991
Skills
CEOs, Investor Relations, Investments, Emerging Markets, Internal Communications, Financial Services, Digital Marketing, Asset Managment, Reputation Management, Private Banking, Asset Management, Leadership, Banking, CRM, Relationship Management, Wealth Management, Alternative Investments, Management, Hedge Funds, Due Diligence, Portfolio Management, Strategy, Management Consulting, Executive Management, Securities, Program Management, Investment Banking, Marketing
Education
Cornell University
PhD, Sociology, Event History Analysis, Quantitative Survey Research
Cornell University
MA, Sociology, Social Stratification Theory
University of Michigan
BA, Sociology
Mike Charles Mike Charles's Citibank Private Bank Experience 1999 - 2006
Job Credit Portfolio Specialist, VP at SunTrust Bank
Industry Banking
Experience
SunTrust Bank January 2014 - Present
HSBC Private Bank July 2007 - January 2014
HSBC Private Bank July 2006 - 2007
Citibank Private Bank 1999 - 2006
Skills
Private Banking, Portfolio Management, Banking, Credit, Wealth Management..., Middle Office, Leadership, Equities, Trading, Investment Banking, Credit Analysis, Bloomberg, Emerging Markets, Small Business Lending, Strategic Financial..., Capital Markets, Securities, Derivatives, Financial Services, Commercial Banking, Hedge Funds, FX Options, Investments, AML, Wealth Management, Structured Products, Credit Risk, Alternative Investments, Investment Management, Fixed Income, Mortgage Lending, Financial Markets, Finance, Private Equity, Financial Advisory, Retail Banking, Commercial Lending, Investment Advisory, Relationship Management, Asset Management, Risk Management, Financial Risk, Asset Allocation, Financial Structuring, Financial Analysis, Loans, Financial Modeling, Structured Finance, Mutual Funds, Valuation
Education
New York University 2006 — 2008
Credit Analysis Diploma, Credit
University of Phoenix 2001 — 2003
MBA, Business
State University of New York at Buffalo 1990 — 1995
Bachelor's degree, Psychology
Midwood High School 1987 — 1990
High School Degree
SunTrust Bank January 2014 - Present
HSBC Private Bank July 2007 - January 2014
HSBC Private Bank July 2006 - 2007
Citibank Private Bank 1999 - 2006
Skills
Private Banking, Portfolio Management, Banking, Credit, Wealth Management..., Middle Office, Leadership, Equities, Trading, Investment Banking, Credit Analysis, Bloomberg, Emerging Markets, Small Business Lending, Strategic Financial..., Capital Markets, Securities, Derivatives, Financial Services, Commercial Banking, Hedge Funds, FX Options, Investments, AML, Wealth Management, Structured Products, Credit Risk, Alternative Investments, Investment Management, Fixed Income, Mortgage Lending, Financial Markets, Finance, Private Equity, Financial Advisory, Retail Banking, Commercial Lending, Investment Advisory, Relationship Management, Asset Management, Risk Management, Financial Risk, Asset Allocation, Financial Structuring, Financial Analysis, Loans, Financial Modeling, Structured Finance, Mutual Funds, Valuation
Education
New York University 2006 — 2008
Credit Analysis Diploma, Credit
University of Phoenix 2001 — 2003
MBA, Business
State University of New York at Buffalo 1990 — 1995
Bachelor's degree, Psychology
Midwood High School 1987 — 1990
High School Degree
Jeremy Solomons's Citibank Private Bank Experience 1988 - 1990
Job Coach and Trainer in Global Leadership, Diversity and Teambuilding
Industry Management Consulting
Experience
Jeremy Solomons & Assoc 1992 - Present
World Bank 1992 - 1994
Curriculum Career Counseling 1991 - 1992
JP Morgan Private Bank 1990 - 1991
Citibank Private Bank 1988 - 1990
Reuters News Agency 1982 - 1988
Lloyds Bank International 1981 - 1982
Skills
Coaching, Leadership Development, Team Building, French, English, Executive Coaching, Organizational..., Public Speaking, Mentoring, Conflict Resolution, Strategic Planning, Personal Development, Non-profits, Career Development, Writing, Problem Solving, Negotiation, Instructional Design, Team Management, Executive Development, Interviewing, Italian
Education
University of Oxford
MA Oxon, French
Università per Stranieri di Perugia 1981 — 1982
University of Oxford 1977 — 1981
BA Hons, French
Jeremy Solomons & Assoc 1992 - Present
World Bank 1992 - 1994
Curriculum Career Counseling 1991 - 1992
JP Morgan Private Bank 1990 - 1991
Citibank Private Bank 1988 - 1990
Reuters News Agency 1982 - 1988
Lloyds Bank International 1981 - 1982
Skills
Coaching, Leadership Development, Team Building, French, English, Executive Coaching, Organizational..., Public Speaking, Mentoring, Conflict Resolution, Strategic Planning, Personal Development, Non-profits, Career Development, Writing, Problem Solving, Negotiation, Instructional Design, Team Management, Executive Development, Interviewing, Italian
Education
University of Oxford
MA Oxon, French
Università per Stranieri di Perugia 1981 — 1982
University of Oxford 1977 — 1981
BA Hons, French
Kurt Aibel Kurt Aibel's Citibank Private Bank Experience February 1995 - October 1996
Job Paint Desk Associate at The Home Depot
Industry Retail
Experience
The Home Depot February 2011 - Present
Bank of New York Mellon September 1996 - May 2010
CitiBank Private Bank February 1995 - October 1996
Kidder Peabody & Co Inc January 1990 - January 1995
Skills
CRM, DB2, Databases, Testing, Investments, Management, Asset Managment, Unix, Banking, Team Building, Software Documentation, Portfolio Management, SDLC, Access, Business Analysis, Asset Management, Leadership, Requirements Analysis, Audio Engineering
Education
American University
B.S, Audio Engineering
Chubb Institute
The Home Depot February 2011 - Present
Bank of New York Mellon September 1996 - May 2010
CitiBank Private Bank February 1995 - October 1996
Kidder Peabody & Co Inc January 1990 - January 1995
Skills
CRM, DB2, Databases, Testing, Investments, Management, Asset Managment, Unix, Banking, Team Building, Software Documentation, Portfolio Management, SDLC, Access, Business Analysis, Asset Management, Leadership, Requirements Analysis, Audio Engineering
Education
American University
B.S, Audio Engineering
Chubb Institute
William Valentine William Valentine's Citibank Private Bank Experience 1997 - 2000
Job Donor Relations Manager at United Way of Central and Northeastern Connecticut
Industry Nonprofit Organization Management
Experience
United Way of Central and Northeastern Connecticut July 2014 - Present
Encore!Hartford Workforce Preparedness Program March 2014 - June 2014
ING July 2008 - November 2013
CitiStreet 2000 - 2008
Citibank Private Bank 1997 - 2000
Skills
Fundraising, Relationship Management, Customer Service, Team Leadership, People Development, Collaboration, Mentoring, Coaching, Business Process..., Change Management, Customer Experience, Business Analysis, People Skills, Financial Risk, Financial Services, Process Improvement, Retail Banking, Continuous Improvement, Creative Problem Solving, Collaborative Problem..., Operating Budgets, Expense Management, Strategic Planning, Non-profit Volunteer, Outsourcing, Banking, Management, Call Centers, Budgets, Executive Management
Education
University of Chicago Graduate School of Business
Master of Business Administration (MBA)
Fordham University
Bachelor of Science (BS), Accounting and Computer Science
United Way of Central and Northeastern Connecticut July 2014 - Present
Encore!Hartford Workforce Preparedness Program March 2014 - June 2014
ING July 2008 - November 2013
CitiStreet 2000 - 2008
Citibank Private Bank 1997 - 2000
Skills
Fundraising, Relationship Management, Customer Service, Team Leadership, People Development, Collaboration, Mentoring, Coaching, Business Process..., Change Management, Customer Experience, Business Analysis, People Skills, Financial Risk, Financial Services, Process Improvement, Retail Banking, Continuous Improvement, Creative Problem Solving, Collaborative Problem..., Operating Budgets, Expense Management, Strategic Planning, Non-profit Volunteer, Outsourcing, Banking, Management, Call Centers, Budgets, Executive Management
Education
University of Chicago Graduate School of Business
Master of Business Administration (MBA)
Fordham University
Bachelor of Science (BS), Accounting and Computer Science
Debbie Scattareggia Debbie Scattareggia's Citibank Private Bank Experience March 1995 - June 2002
Job Owner, Garden City Spirit
Industry Sports
Experience
Garden City Spirit Academy January 2009 - Present
Citibank Private Bank March 1995 - June 2002
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Finance, General
Garden City Spirit Academy January 2009 - Present
Citibank Private Bank March 1995 - June 2002
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Finance, General
Adriana Ventura's Citibank Private Bank Experience 2000 - 2001
Job VP at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2011 - Present
Totvs Consulting December 2009 - May 2010
KPMG Risk Advisory July 2009 - October 2009
Banco Itaú September 2002 - March 2009
Citibank Private Bank 2000 - 2001
Rabobank 1999 - 2000
Itau Bankers Trust 1996 - 1999
ING Bank 1994 - 1996
Patrimonio Salomon Brothers 1992 - 1994
Skills
Derivatives, Risk Management, Fixed Income, Banking, Equities, Capital Markets, Operational Risk, Finance, Middle Office, Back Office, Investment Banking, Business Strategy, Financial Markets, Market Risk, Treasury, Portfolio Management, Credit Risk, FX Options, Structured Finance, Strategy, Financial Risk
Education
Fundação Dom Cabral 2004 — 2005
PGEP, Strategic Management of People
Universidade de São Paulo 2000 — 2001
MBA, FIPE - Economia do Setor Financeiro
Fundação Getulio Vargas 1999 — 1999
Educação Continuada, Banking
Economics at FMU 1990 — 1994
Deutsche Bank May 2011 - Present
Totvs Consulting December 2009 - May 2010
KPMG Risk Advisory July 2009 - October 2009
Banco Itaú September 2002 - March 2009
Citibank Private Bank 2000 - 2001
Rabobank 1999 - 2000
Itau Bankers Trust 1996 - 1999
ING Bank 1994 - 1996
Patrimonio Salomon Brothers 1992 - 1994
Skills
Derivatives, Risk Management, Fixed Income, Banking, Equities, Capital Markets, Operational Risk, Finance, Middle Office, Back Office, Investment Banking, Business Strategy, Financial Markets, Market Risk, Treasury, Portfolio Management, Credit Risk, FX Options, Structured Finance, Strategy, Financial Risk
Education
Fundação Dom Cabral 2004 — 2005
PGEP, Strategic Management of People
Universidade de São Paulo 2000 — 2001
MBA, FIPE - Economia do Setor Financeiro
Fundação Getulio Vargas 1999 — 1999
Educação Continuada, Banking
Economics at FMU 1990 — 1994
Charles Fernandez Charles Fernandez's Citibank Private Bank Experience July 2013 - Present
Job Banking Professional/High Net Worth Background
Industry Banking
Experience
Citibank Private Bank July 2013 - Present
Citi December 2010 - May 2013
JPMorgan Chase September 2008 - December 2010
Bank of New York Mellon June 2001 - May 2008
Citi 1993 - 2001
Citi 1990 - 1993
Skills
Retail Banking, Portfolio Management, Equities, Fixed Income, Derivatives, Global Custody, Credit Risk, FX Options, Securities, Risk Management, Bloomberg, Commercial Lending, Capital Markets, Wealth Management, Fund Administration, Banking
Education
Queens College
BA, Communications Arts Sciences
St Francis Prep.
High School
Citibank Private Bank July 2013 - Present
Citi December 2010 - May 2013
JPMorgan Chase September 2008 - December 2010
Bank of New York Mellon June 2001 - May 2008
Citi 1993 - 2001
Citi 1990 - 1993
Skills
Retail Banking, Portfolio Management, Equities, Fixed Income, Derivatives, Global Custody, Credit Risk, FX Options, Securities, Risk Management, Bloomberg, Commercial Lending, Capital Markets, Wealth Management, Fund Administration, Banking
Education
Queens College
BA, Communications Arts Sciences
St Francis Prep.
High School
Angel Lozada's Citibank Private Bank Experience May 2007 - May 2010
Job KYC Citigroup
Industry Financial Services
Experience
Citigroup May 2007 - May 2010
Citibank Private Bank May 2007 - May 2010
Accenture January 1997 - January 2000
Digital Equipment Co January 1993 - January 1997
Education
New York University 2000 — 2007
ABD, Spanish and Portuguese Literature
The Johns Hopkins University 1992 — 1998
M.S, Information Systems
The George Washington University 1987 — 1990
B.S, Computer Engineering
Citigroup May 2007 - May 2010
Citibank Private Bank May 2007 - May 2010
Accenture January 1997 - January 2000
Digital Equipment Co January 1993 - January 1997
Education
New York University 2000 — 2007
ABD, Spanish and Portuguese Literature
The Johns Hopkins University 1992 — 1998
M.S, Information Systems
The George Washington University 1987 — 1990
B.S, Computer Engineering
Nancy Wagner, CPA, CISA, MSA, CRMA Nancy Wagner, CPA, CISA, MSA, CRMA's Citibank Private Bank Experience 1997 - 2000
Job Senior Audit Manager Professional Practices Centre at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group April 2014 - Present
BMO Harris August 2011 - April 2014
Wagner Consulting January 2008 - August 2011
The Titus Group 2005 - 2008
Jefferson Wells 2000 - 2005
Citibank Private Bank 1997 - 2000
Citigroup 1994 - 1997
CNA 1988 - 1994
CNA 1985 - 1988
Deloittee & Touche and other work experience prior to 1985 August 1980 - March 1985
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, Process Improvement, Banking
Education
Western Michigan University - Haworth College of Business 1982 — 1984
Masters of Science in Accounting, Accounting
Michigan State University 1978 — 1980
Business Administration, Business
Grand Rapids Community College 1976 — 1978
Associates Degree, Business
Chicago Deming Association
Lean Six Simga Green Belt Training
Institue of Internal Auditors and other sources
Other Certifications and Continued Education Courses
BMO Financial Group April 2014 - Present
BMO Harris August 2011 - April 2014
Wagner Consulting January 2008 - August 2011
The Titus Group 2005 - 2008
Jefferson Wells 2000 - 2005
Citibank Private Bank 1997 - 2000
Citigroup 1994 - 1997
CNA 1988 - 1994
CNA 1985 - 1988
Deloittee & Touche and other work experience prior to 1985 August 1980 - March 1985
Skills
Sarbanes-Oxley Act, Auditing, Internal Audit, Internal Controls, Process Improvement, Banking
Education
Western Michigan University - Haworth College of Business 1982 — 1984
Masters of Science in Accounting, Accounting
Michigan State University 1978 — 1980
Business Administration, Business
Grand Rapids Community College 1976 — 1978
Associates Degree, Business
Chicago Deming Association
Lean Six Simga Green Belt Training
Institue of Internal Auditors and other sources
Other Certifications and Continued Education Courses
Phil Kaplan Phil Kaplan's Citibank Private Bank Experience 1996 - 2000
Job Managing Director at H2C
Industry Investment Banking
Experience
Hammond Hanlon Camp LLC April 2015 - Present
Wells Fargo Securities 2009 - 2014
Goldman Sachs February 2006 - April 2008
Citi May 2002 - February 2006
Citibank Private Bank 1996 - 2000
American National Bank 1994 - 1996
Education
The University of Chicago Booth School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance and Economics, With Honors
Indiana University Bloomington 1988 — 1992
Finance, General
Hammond Hanlon Camp LLC April 2015 - Present
Wells Fargo Securities 2009 - 2014
Goldman Sachs February 2006 - April 2008
Citi May 2002 - February 2006
Citibank Private Bank 1996 - 2000
American National Bank 1994 - 1996
Education
The University of Chicago Booth School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance and Economics, With Honors
Indiana University Bloomington 1988 — 1992
Finance, General
Stuart R. Mantel Stuart R. Mantel's Citibank Private Bank Experience 1994 - 1995
Job Project Manager at Stuart R. Mantel LLC
Industry Information Technology and Services
Experience
Pangaia Partners July 2014 - August 2015
Pyramid Consulting July 2012 - June 2014
Stuart R. Mantel LLC May 2001 - June 2012
Prometheus Global Media November 2010 - October 2011
Enforsys, Inc July 2005 - May 2010
Mantel, LLC January 2001 - January 2006
JAF Communication (Luxuryfinder.com) 1999 - 2001
Organic Online January 1999 - October 1999
Time Inc. New Media 1996 - 1997
CitiBank Private Bank 1994 - 1995
Skills
Software Project..., Infrastructure Projects, Business Analysis, Infrastructure, Project Management, Program Management, Telecom BSS, Accounting System, Database Design, IT Management, Integration, Software Development, Business Intelligence, Disaster Recovery, Databases, Data Center, Process Improvement, Software Documentation, Strategy, CRM, Visio, E-commerce, Start-ups, Management, SQL, Analysis, Project Planning, Team Leadership
Education
St. John's University 1982 — 1987
MBA
Kean College of New Jersey (now Kean University)
B.A
Pangaia Partners July 2014 - August 2015
Pyramid Consulting July 2012 - June 2014
Stuart R. Mantel LLC May 2001 - June 2012
Prometheus Global Media November 2010 - October 2011
Enforsys, Inc July 2005 - May 2010
Mantel, LLC January 2001 - January 2006
JAF Communication (Luxuryfinder.com) 1999 - 2001
Organic Online January 1999 - October 1999
Time Inc. New Media 1996 - 1997
CitiBank Private Bank 1994 - 1995
Skills
Software Project..., Infrastructure Projects, Business Analysis, Infrastructure, Project Management, Program Management, Telecom BSS, Accounting System, Database Design, IT Management, Integration, Software Development, Business Intelligence, Disaster Recovery, Databases, Data Center, Process Improvement, Software Documentation, Strategy, CRM, Visio, E-commerce, Start-ups, Management, SQL, Analysis, Project Planning, Team Leadership
Education
St. John's University 1982 — 1987
MBA
Kean College of New Jersey (now Kean University)
B.A
Christopher Call's Citibank Private Bank Experience January 2001 - February 2002
Job Vice President of Professional Services at Accenture Mortgage Cadence
Industry Information Technology and Services
Experience
Accenture Mortgage Cadence October 2013 - Present
Mortgage Cadence January 2012 - Present
Mortgage Cadence, LLC February 2011 - January 2012
Mortgage Cadence, LLC April 2008 - February 2011
3t Systems / Mortgage Cadence August 2007 - April 2008
Argent Mortgage Co. February 2002 - May 2007
Citibank Private Bank January 2001 - February 2002
ARCO/Wentworth Management June 2000 - January 2001
Skills
Mortgage Lending, Process Improvement, Mortgage Banking, Training, FHA, Management, Loss Mitigation, Leadership, Team Building, Banking, Finance, Executive Management, Risk Management, Software Documentation, Credit, Strategic Planning, Loans, Credit Analysis, Change Management, Underwriting, Project Management, Talent Management, Quality Assurance, Human Resources, Enterprise Software, Loan Origination, Product Management, Residential Mortgages, Customer Service, Refinance, Interviews, Financial Services, Call Centers, Consulting, Financial Analysis, Financial Risk, Analysis, Relationship Management, Visio, Professional Services, Negotiation, Strategic Financial..., Sales, Insurance, Troubleshooting, Business Development, Vendor Management, Sales Management, Mortgage Servicing, Credit Risk
Education
University of Denver 2008 — 2016
BA, Leadership and Organizational Studies
American Software Testing Qualifications Board, Inc 2010 — 2010
Certified Tester Foundation Level, Software Testing
Langevin Learning Services 2006 — 2006
Certified Training Manager, Corporate Training Management
Hillsborough Community College 1994 — 1997
Mass Communication / Music
Accenture Mortgage Cadence October 2013 - Present
Mortgage Cadence January 2012 - Present
Mortgage Cadence, LLC February 2011 - January 2012
Mortgage Cadence, LLC April 2008 - February 2011
3t Systems / Mortgage Cadence August 2007 - April 2008
Argent Mortgage Co. February 2002 - May 2007
Citibank Private Bank January 2001 - February 2002
ARCO/Wentworth Management June 2000 - January 2001
Skills
Mortgage Lending, Process Improvement, Mortgage Banking, Training, FHA, Management, Loss Mitigation, Leadership, Team Building, Banking, Finance, Executive Management, Risk Management, Software Documentation, Credit, Strategic Planning, Loans, Credit Analysis, Change Management, Underwriting, Project Management, Talent Management, Quality Assurance, Human Resources, Enterprise Software, Loan Origination, Product Management, Residential Mortgages, Customer Service, Refinance, Interviews, Financial Services, Call Centers, Consulting, Financial Analysis, Financial Risk, Analysis, Relationship Management, Visio, Professional Services, Negotiation, Strategic Financial..., Sales, Insurance, Troubleshooting, Business Development, Vendor Management, Sales Management, Mortgage Servicing, Credit Risk
Education
University of Denver 2008 — 2016
BA, Leadership and Organizational Studies
American Software Testing Qualifications Board, Inc 2010 — 2010
Certified Tester Foundation Level, Software Testing
Langevin Learning Services 2006 — 2006
Certified Training Manager, Corporate Training Management
Hillsborough Community College 1994 — 1997
Mass Communication / Music
David Chard David Chard's Citibank Private Bank Experience 1984 - 2008
Job Real Estate Salesperson at Higgins Group
Industry Real Estate
Experience
Higgins Group 2009 - Present
Citibank Private Bank 1984 - 2008
Chemical Bank 1966 - 1984
Skills
Finance, Real Estate, Residential Homes, Investment Properties, Selling, Private Banking, Credit, Financial Analysis, Financial Management..., Alternative Investments, Hedge Funds, Equities, Portfolio Management, Wealth Management, Mortgage Lending
Education
American University
Master of Business Administration (MBA), Finance
University of Rochester
Bachelor of Arts (B.A.), English
Higgins Group 2009 - Present
Citibank Private Bank 1984 - 2008
Chemical Bank 1966 - 1984
Skills
Finance, Real Estate, Residential Homes, Investment Properties, Selling, Private Banking, Credit, Financial Analysis, Financial Management..., Alternative Investments, Hedge Funds, Equities, Portfolio Management, Wealth Management, Mortgage Lending
Education
American University
Master of Business Administration (MBA), Finance
University of Rochester
Bachelor of Arts (B.A.), English
Amir Weinberg Amir Weinberg's Citibank Private Bank Experience March 2005 - March 2006
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2013 - Present
Office of the Attorney General of the State of New York, Bureau of Investor Protection August 2010 - November 2013
Morrison & Foerster LLP August 2007 - November 2009
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2002 - August 2007
Citibank Private Bank March 2005 - March 2006
Skills
Litigation, Legal Writing, Civil Litigation, Securities Litigation, Legal Research, Courts, Commercial Litigation, Trials, Criminal Law, Fraud, International Law, Bankruptcy, Investigations, Depositions, RMBS Litigation, Series 7, Corporate Governance
Education
Columbia University School of Law 1999 — 2002
JD
Universiteit van Amsterdam 2001 — 2001
study abroad, EU law
Columbia University in the City of New York 1995 — 1999
BA, History
Oxford University 1997 — 1998
study abroad, History
Scarsdale High School 1991 — 1995
Goldman Sachs December 2013 - Present
Office of the Attorney General of the State of New York, Bureau of Investor Protection August 2010 - November 2013
Morrison & Foerster LLP August 2007 - November 2009
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2002 - August 2007
Citibank Private Bank March 2005 - March 2006
Skills
Litigation, Legal Writing, Civil Litigation, Securities Litigation, Legal Research, Courts, Commercial Litigation, Trials, Criminal Law, Fraud, International Law, Bankruptcy, Investigations, Depositions, RMBS Litigation, Series 7, Corporate Governance
Education
Columbia University School of Law 1999 — 2002
JD
Universiteit van Amsterdam 2001 — 2001
study abroad, EU law
Columbia University in the City of New York 1995 — 1999
BA, History
Oxford University 1997 — 1998
study abroad, History
Scarsdale High School 1991 — 1995
Valerie Hammond Valerie Hammond's Citibank Private Bank Experience March 1992 - April 1998
Job Senior Portfolio Manager/ Senior Vice President at US Trust Bank of America Private Wealth Management
Industry Financial Services
Experience
US Trust Bank of America Private Wealth Management April 1998 - Present
Citibank Private Bank March 1992 - April 1998
Skills
Asset Allocation
Education
Adelphi University
Holy Trinity
US Trust Bank of America Private Wealth Management April 1998 - Present
Citibank Private Bank March 1992 - April 1998
Skills
Asset Allocation
Education
Adelphi University
Holy Trinity
Shoya Zichy's Citibank Private Bank Experience May 1976 - 1982
Job Creator of the AwardWinning Color Q Personality System. Corporate Trainer, Author & Career Coach
Industry Professional Training & Coaching
Experience
Zichy & Associates October 1995 - Present
American Express Private Bank February 1983 - November 1989
Citibank, Private Bank May 1976 - 1982
Institutional Investor 1973 - 1976
Skills
Leadership Development, Coaching, Career Counseling, MBTI, Leadership Mentoring, Personality Assessment, Team Management, Strong Interest..., Leadership, Career Development, Executive Coaching, Organizational..., Entrepreneurship, Workshop Facilitation, Management, Emotional Intelligence, Personal Development, Training, Management Consulting, Career Assessment, Talent Management, Career Management, Executive Development, Organizational..., 360 Feedback, Management Development, Business Coaching, Culture Change, Resume Writing, Personal Branding, Staff Development, Training Delivery, Outplacement, Employee Training, Job Coaching, Job Search Strategies, Conflict Resolution, Interviews, Presentation Coaching, Interview Preparation, Instructional Design, Job Search, Succession Planning, Employee Engagement, Performance Improvement, Psychometrics, Organizational Design, Organizational Learning, Life Coaching, Facilitators
Education
Boston University
MA
Zichy & Associates October 1995 - Present
American Express Private Bank February 1983 - November 1989
Citibank, Private Bank May 1976 - 1982
Institutional Investor 1973 - 1976
Skills
Leadership Development, Coaching, Career Counseling, MBTI, Leadership Mentoring, Personality Assessment, Team Management, Strong Interest..., Leadership, Career Development, Executive Coaching, Organizational..., Entrepreneurship, Workshop Facilitation, Management, Emotional Intelligence, Personal Development, Training, Management Consulting, Career Assessment, Talent Management, Career Management, Executive Development, Organizational..., 360 Feedback, Management Development, Business Coaching, Culture Change, Resume Writing, Personal Branding, Staff Development, Training Delivery, Outplacement, Employee Training, Job Coaching, Job Search Strategies, Conflict Resolution, Interviews, Presentation Coaching, Interview Preparation, Instructional Design, Job Search, Succession Planning, Employee Engagement, Performance Improvement, Psychometrics, Organizational Design, Organizational Learning, Life Coaching, Facilitators
Education
Boston University
MA
Sheila Traub Sheila Traub's Citibank Private Bank Experience December 1989 - August 1992
Job Writer, Editor, NonProfit Strategist; Former Wealth Management Executive
Industry Writing and Editing
Experience
Sarah Lawrence College September 2012 - May 2015
World Monuments Fund October 2005 - March 2008
US Trust October 1992 - March 2004
Health Advocates for Older People, Inc. 1998 - 2003
Citibank Private Bank December 1989 - August 1992
Children's Museum of Pittsburgh 1979 - 1986
Skills
Nonprofits, Fundraising, Editing, Philanthropy, Non-profits, Strategy, Management, Leadership, Public Speaking, Volunteer Management, Marketing, Investments, Business Development, Event Planning, Grants, Finance, Blogging, Investment Management, Training, Start-ups, Asset Management, Project Planning, Entrepreneurship, High Net Worth..., Banking, Planned Giving, Proposal Writing, Sales, Annual Giving, Business Planning, Financial Services, Stewardship, Non-profit..., Asset Managment
Education
Sarah Lawrence College 2012 — 2015
Master of Fine Arts (M.F.A.), Writing
Randolph College 1964 — 1968
A.B., French
Sarah Lawrence College September 2012 - May 2015
World Monuments Fund October 2005 - March 2008
US Trust October 1992 - March 2004
Health Advocates for Older People, Inc. 1998 - 2003
Citibank Private Bank December 1989 - August 1992
Children's Museum of Pittsburgh 1979 - 1986
Skills
Nonprofits, Fundraising, Editing, Philanthropy, Non-profits, Strategy, Management, Leadership, Public Speaking, Volunteer Management, Marketing, Investments, Business Development, Event Planning, Grants, Finance, Blogging, Investment Management, Training, Start-ups, Asset Management, Project Planning, Entrepreneurship, High Net Worth..., Banking, Planned Giving, Proposal Writing, Sales, Annual Giving, Business Planning, Financial Services, Stewardship, Non-profit..., Asset Managment
Education
Sarah Lawrence College 2012 — 2015
Master of Fine Arts (M.F.A.), Writing
Randolph College 1964 — 1968
A.B., French
Carmela Cannavo's Citibank Private Bank Experience 1997 - 1997
Job Executive Recruiter I Accounting and Finance
Industry Staffing and Recruiting
Experience
Symmetry Search Group, LLC June 2013 - September 2015
Benchmark Search NJ, LLC June 2013 - April 2015
Solomon Page Group January 2013 - June 2013
JW Michaels & Co. June 2012 - January 2013
Robert Half International - Management Resources September 1997 - April 2012
Citibank Private Bank 1997 - 1997
Office of the Comptroller of the Currency 1988 - 1997
Skills
Human Resources, Finance, Temporary Placement, Accounting, Consulting, Internal Audit, Risk Management, Sarbanes-Oxley Act, Sourcing, Leadership, Management, Operational Risk, Resume Writing, Mergers & Acquisitions, Executive Management, Regulatory Requirements, Financial Analysis, Permanent Placement, Financial Risk, Internal Controls, Information Technology, Investment Banking, Internet Recruiting, Compliance, Account Reconciliation, Cash Management, Technical Recruiting, Financial Reporting, Financial Modeling, Managerial Finance, Corporate Finance, Business Process..., Time Management, Contract Recruitment, Forecasting, Hedge Funds, Applicant Tracking..., Talent Management, Due Diligence, Asset Management, Enterprise Risk..., Banking, Access, Financial Services, Recruiting, Analysis, Auditing
Education
Mercy College 1987 — 1990
Bachelors, Finance, Marketing
Pace University 1980 — 1982
Associate's degree, Finance, Accounting, Marketing
Symmetry Search Group, LLC June 2013 - September 2015
Benchmark Search NJ, LLC June 2013 - April 2015
Solomon Page Group January 2013 - June 2013
JW Michaels & Co. June 2012 - January 2013
Robert Half International - Management Resources September 1997 - April 2012
Citibank Private Bank 1997 - 1997
Office of the Comptroller of the Currency 1988 - 1997
Skills
Human Resources, Finance, Temporary Placement, Accounting, Consulting, Internal Audit, Risk Management, Sarbanes-Oxley Act, Sourcing, Leadership, Management, Operational Risk, Resume Writing, Mergers & Acquisitions, Executive Management, Regulatory Requirements, Financial Analysis, Permanent Placement, Financial Risk, Internal Controls, Information Technology, Investment Banking, Internet Recruiting, Compliance, Account Reconciliation, Cash Management, Technical Recruiting, Financial Reporting, Financial Modeling, Managerial Finance, Corporate Finance, Business Process..., Time Management, Contract Recruitment, Forecasting, Hedge Funds, Applicant Tracking..., Talent Management, Due Diligence, Asset Management, Enterprise Risk..., Banking, Access, Financial Services, Recruiting, Analysis, Auditing
Education
Mercy College 1987 — 1990
Bachelors, Finance, Marketing
Pace University 1980 — 1982
Associate's degree, Finance, Accounting, Marketing
Peter Eaton's Citibank Private Bank Experience 1993 - 1996
Job
Industry Hospitality
Experience
ABN AMRO 1996 - 2008
ABNAMRO/LaSalle Bank 1996 - 2008
LaSalle Bank, N.A. 2003 - 2007
Citibank Private Bank 1993 - 1996
Citigroup 1987 - 1996
Skills
Management, Strategic Planning, Budgets, Mergers & Acquisitions, Team Building, New Business Development, Financial Analysis, Business Planning, Corporate Finance, Marketing Strategy, Asset Management, Financial Modeling, Management Consulting, Risk Management, Mergers, Strategy
Education
University of Notre Dame - Mendoza College of Business 1980 — 1982
MBA, Finance / Accounting
Union College 1974 — 1978
B.A., Economics & Political Science
ABN AMRO 1996 - 2008
ABNAMRO/LaSalle Bank 1996 - 2008
LaSalle Bank, N.A. 2003 - 2007
Citibank Private Bank 1993 - 1996
Citigroup 1987 - 1996
Skills
Management, Strategic Planning, Budgets, Mergers & Acquisitions, Team Building, New Business Development, Financial Analysis, Business Planning, Corporate Finance, Marketing Strategy, Asset Management, Financial Modeling, Management Consulting, Risk Management, Mergers, Strategy
Education
University of Notre Dame - Mendoza College of Business 1980 — 1982
MBA, Finance / Accounting
Union College 1974 — 1978
B.A., Economics & Political Science
James Southward's Citibank Private Bank Experience 1993 - 1998
Job Snr Technical Specialist at Citi Private Bank
Industry Financial Services
Experience
Citigroup 1998 - Present
Citi Private Bank 1993 - Present
Citicorp 1993 - 1998
Citibank Private Bank 1993 - 1998
Citibank 1987 - 1992
Skills
Ab Initio, Trillium, Wintel Development, Oracle, Data Warehousing, SQL, Software Project..., Business Analysis, Vendor Management, SDLC, Business Intelligence, Enterprise Architecture, Requirements Gathering, Visio, Requirements Analysis, Integration, Outsourcing, IT Strategy, Project Management, Agile Methodologies, Software Development, PMO, Solution Architecture, Unix, Financial Services, IT Management, Business Process..., Disaster Recovery, PMP, Governance, Program Management, Business Process, SharePoint, IT Service Management, Project Delivery, ITIL, SOA, Information Technology, Cloud Computing, Business Requirements
Education
University of Hartford 1991 — 1992
MBA, International Business & Marketing
Imperial College London 1982 — 1987
BSc(Eng), Computing Science
Westminster School 1978 — 1982
Citigroup 1998 - Present
Citi Private Bank 1993 - Present
Citicorp 1993 - 1998
Citibank Private Bank 1993 - 1998
Citibank 1987 - 1992
Skills
Ab Initio, Trillium, Wintel Development, Oracle, Data Warehousing, SQL, Software Project..., Business Analysis, Vendor Management, SDLC, Business Intelligence, Enterprise Architecture, Requirements Gathering, Visio, Requirements Analysis, Integration, Outsourcing, IT Strategy, Project Management, Agile Methodologies, Software Development, PMO, Solution Architecture, Unix, Financial Services, IT Management, Business Process..., Disaster Recovery, PMP, Governance, Program Management, Business Process, SharePoint, IT Service Management, Project Delivery, ITIL, SOA, Information Technology, Cloud Computing, Business Requirements
Education
University of Hartford 1991 — 1992
MBA, International Business & Marketing
Imperial College London 1982 — 1987
BSc(Eng), Computing Science
Westminster School 1978 — 1982
Malika Oyo's Citibank Private Bank Experience 1996 - 1999
Job FX Sales, Trading & Risk Management Consultant
Industry Capital Markets
Experience
Independent Consultant July 2014 - Present
Nomadic Souls Travel July 2012 - Present
(ANZ) Australia and New Zealand Banking Group Limited March 2013 - July 2014
Bloomberg August 2011 - October 2012
JPMorgan Chase (Investment Bank Sales) July 2007 - April 2011
Ford Motor Company (Global Treasury) 2005 - 2007
Barclays Bank (Private Client Division) 1999 - 2002
Citibank Private Bank 1996 - 1999
Skills
Capital Markets, Trading, Bloomberg, FX Options, Reuters 3000, Treasury Management, Options, Equities, Risk Management, Investments, Swaps, Portfolio Management, Foreign Exchange, Technical Analysis, Banking, Fixed Income, Hedging, Derivatives, Treasury, Financial Modeling, Analysis, Hedge Funds, Wealth Management, FX trading, Strategy
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2005
Master of Business Administration (MBA), Finance
State University of New York College at Buffalo 1991 — 1996
BS, Sociology, Elementary Education
Independent Consultant July 2014 - Present
Nomadic Souls Travel July 2012 - Present
(ANZ) Australia and New Zealand Banking Group Limited March 2013 - July 2014
Bloomberg August 2011 - October 2012
JPMorgan Chase (Investment Bank Sales) July 2007 - April 2011
Ford Motor Company (Global Treasury) 2005 - 2007
Barclays Bank (Private Client Division) 1999 - 2002
Citibank Private Bank 1996 - 1999
Skills
Capital Markets, Trading, Bloomberg, FX Options, Reuters 3000, Treasury Management, Options, Equities, Risk Management, Investments, Swaps, Portfolio Management, Foreign Exchange, Technical Analysis, Banking, Fixed Income, Hedging, Derivatives, Treasury, Financial Modeling, Analysis, Hedge Funds, Wealth Management, FX trading, Strategy
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2005
Master of Business Administration (MBA), Finance
State University of New York College at Buffalo 1991 — 1996
BS, Sociology, Elementary Education
John Wayland's Citibank Private Bank Experience April 1996 - March 2004
Job Managing Director at Bank of America / Merrill Lynch
Industry Financial Services
Experience
U.S. Trust / Bank of America Private Wealth Management April 2013 - Present
Bank of America / Merrill Lynch April 2006 - April 2013
Bank of America Private Bank (Chicgao) March 2004 - March 2006
Citibank Private Bank April 1996 - March 2004
Citibank US Consumer Bank 1992 - 1998
Skills
Credit, Credit Risk, Equities, Investments, Loans, Management, Portfolio Management, Sales, Series 7, Wealth Management, Mortgage Lending, Private Banking, Credit Analysis, Commercial Lending
Education
Baylor University - Hankamer School of Business 1986 — 1990
U.S. Trust / Bank of America Private Wealth Management April 2013 - Present
Bank of America / Merrill Lynch April 2006 - April 2013
Bank of America Private Bank (Chicgao) March 2004 - March 2006
Citibank Private Bank April 1996 - March 2004
Citibank US Consumer Bank 1992 - 1998
Skills
Credit, Credit Risk, Equities, Investments, Loans, Management, Portfolio Management, Sales, Series 7, Wealth Management, Mortgage Lending, Private Banking, Credit Analysis, Commercial Lending
Education
Baylor University - Hankamer School of Business 1986 — 1990
Vinod Rathore's Citibank Private Bank Experience January 1995 - December 1997
Job Managing Director at StormHarbour Securities
Industry Financial Services
Experience
StormHarbour Securities June 2012 - Present
Ally Financial Inc. March 2012 - May 2012
Oppenheimer & Company April 2009 - March 2012
Washington Mutual 2004 - 2008
Credit Suisse 2000 - 2004
Nomura April 1998 - June 2000
Donaldson, Lufkin & Jenrette 2000 - 2000
Nomura Securities 1997 - 2000
Citibank, Private Bank January 1995 - December 1997
COSL August 1990 - December 1991
Skills
Fixed Income, Investment Banking, Capital Markets, Equities, Derivatives, Portfolio Management, Valuation, Trading Systems, Structured Finance, Private Equity, Credit Derivatives, Financial Structuring, Financial Modeling, Bloomberg, FX Options
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Stony Brook University 1991 — 1994
Masters, Computer Engineering
Birla Institute of Technology and Science 1985 — 1990
BE, Electrical & Electronics Engineering
Birla Institute of Technology and Science, Pilani 1985 — 1990
MSc., Chemistry
Hyderabad Public School (HPS), Begumpet 1978 — 1985
High School
StormHarbour Securities June 2012 - Present
Ally Financial Inc. March 2012 - May 2012
Oppenheimer & Company April 2009 - March 2012
Washington Mutual 2004 - 2008
Credit Suisse 2000 - 2004
Nomura April 1998 - June 2000
Donaldson, Lufkin & Jenrette 2000 - 2000
Nomura Securities 1997 - 2000
Citibank, Private Bank January 1995 - December 1997
COSL August 1990 - December 1991
Skills
Fixed Income, Investment Banking, Capital Markets, Equities, Derivatives, Portfolio Management, Valuation, Trading Systems, Structured Finance, Private Equity, Credit Derivatives, Financial Structuring, Financial Modeling, Bloomberg, FX Options
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Stony Brook University 1991 — 1994
Masters, Computer Engineering
Birla Institute of Technology and Science 1985 — 1990
BE, Electrical & Electronics Engineering
Birla Institute of Technology and Science, Pilani 1985 — 1990
MSc., Chemistry
Hyderabad Public School (HPS), Begumpet 1978 — 1985
High School
Michael Viggiano's Citibank Private Bank Experience August 2000 - January 2002
Job AVP, Settlements Supervisor
Industry Financial Services
Experience
Brookfield OMS March 2004 - Present
Citibank Private Bank August 2000 - January 2002
SSB CITI Asset Management 1998 - 2000
Salomon Smith Barney June 1997 - October 1998
Education
Colgate University 1993 — 1997
BA, History
Brookfield OMS March 2004 - Present
Citibank Private Bank August 2000 - January 2002
SSB CITI Asset Management 1998 - 2000
Salomon Smith Barney June 1997 - October 1998
Education
Colgate University 1993 — 1997
BA, History
Patricia Rodenberg's Citibank Private Bank Experience December 1999 - January 2002
Job SVP Accounting Services at Azan CPA Firm
Industry Accounting
Experience
Azan CPA Firm September 2008 - Present
Fidelity Mortgage July 2002 - February 2005
Citibank - Private Bank December 1999 - January 2002
Lind-Waldock April 1996 - August 1997
Education
University of Miami - School of Business 1989 — 1993
BBA
Carrollton School of the Sacred Heart 1986 — 1989
Diploma
Azan CPA Firm September 2008 - Present
Fidelity Mortgage July 2002 - February 2005
Citibank - Private Bank December 1999 - January 2002
Lind-Waldock April 1996 - August 1997
Education
University of Miami - School of Business 1989 — 1993
BBA
Carrollton School of the Sacred Heart 1986 — 1989
Diploma
Sharon Foley's Citibank Private Bank Experience 1989 - 2000
Job Economist
Industry Financial Services
Experience
LB&I Internal Revenue Service January 2011 - Present
Internal Revenue Service LMSB March 2009 - January 2011
Mercantile Bank April 2006 - October 2008
HSBC Private Bank 2003 - 2005
Citibank Private Bank 1989 - 2000
Citibank 1983 - 1989
Skills
Financial Analysis, Capital Markets, Portfolio Management, Financial Modeling, Credit Analysis, Finance, Investments, Transfer Pricing, Banking, Valuation, Risk Management, Credit
Education
Florida Atlantic University 2005 — 2009
Master's, Forensic Accounting
Florida Atlantic University 2005 — 2009
Masters Accounting, Forensic Accounting
The George Washington University
BA, MA, Economics
The University of Chicago Booth School of Business
MBA, Finance and International Finance
LB&I Internal Revenue Service January 2011 - Present
Internal Revenue Service LMSB March 2009 - January 2011
Mercantile Bank April 2006 - October 2008
HSBC Private Bank 2003 - 2005
Citibank Private Bank 1989 - 2000
Citibank 1983 - 1989
Skills
Financial Analysis, Capital Markets, Portfolio Management, Financial Modeling, Credit Analysis, Finance, Investments, Transfer Pricing, Banking, Valuation, Risk Management, Credit
Education
Florida Atlantic University 2005 — 2009
Master's, Forensic Accounting
Florida Atlantic University 2005 — 2009
Masters Accounting, Forensic Accounting
The George Washington University
BA, MA, Economics
The University of Chicago Booth School of Business
MBA, Finance and International Finance
Victoria Roberts's Citibank Private Bank Experience October 1988 - May 1990
Job Vice President, Manager at BHI Private Bank
Industry Financial Services
Experience
BHI Private Bank February 2011 - Present
ACCION USA (AUSA) November 2010 - February 2011
JPMORGAN CHASE & CO June 2008 - August 2010
CITIBANK INTERNATIONAL PERSONAL BANKING AND CITICORP INVESTMENT SERVICES November 2003 - June 2006
MERRILL LYNCH INTERNATIONAL PRIVATE CLIENT GROUP September 2000 - November 2003
MERRILL LYNCH INTERNATIONAL PRIVATE CLIENT GROUP January 1996 - August 2000
MERRILL LYNCH INTERNATIONAL PRIVATE CLIENT GROUP November 1992 - December 1995
BANK OF AMERICA INTERNATIONAL May 1990 - November 1992
CITIBANK PRIVATE BANK October 1988 - May 1990
Skills
Program Management, Banking, Financial Analysis, Equities, Project Management, Analysis, Microsoft Excel, Sales, Strategic Planning, Portfolio Management, Risk Management, Credit, Financial Risk, Fixed Income, Wealth Management, Strategy, AML, Securities, Leadership, Business Planning, Business Development, Financial Services, Investments, Private Banking, Finance, Loans, Mutual Funds, Investment Banking, Private Equity, Series 7, CRM, Alternative Investments, Asset Management, Financial Markets, Capital Markets, Asset Allocation, Credit Analysis, Corporate Finance, Bonds, Financial Modeling, Entrepreneurship, Due Diligence, Retail Banking, Relationship Management, Series 63, Derivatives, Executive Management, Bloomberg, Emerging Markets, Trading
Education
Yale University / The University of Connecticut 1981 — 1983
MA, International Relations and Development
University of Connecticut 1977 — 1981
BA, Communication Sciences
BHI Private Bank February 2011 - Present
ACCION USA (AUSA) November 2010 - February 2011
JPMORGAN CHASE & CO June 2008 - August 2010
CITIBANK INTERNATIONAL PERSONAL BANKING AND CITICORP INVESTMENT SERVICES November 2003 - June 2006
MERRILL LYNCH INTERNATIONAL PRIVATE CLIENT GROUP September 2000 - November 2003
MERRILL LYNCH INTERNATIONAL PRIVATE CLIENT GROUP January 1996 - August 2000
MERRILL LYNCH INTERNATIONAL PRIVATE CLIENT GROUP November 1992 - December 1995
BANK OF AMERICA INTERNATIONAL May 1990 - November 1992
CITIBANK PRIVATE BANK October 1988 - May 1990
Skills
Program Management, Banking, Financial Analysis, Equities, Project Management, Analysis, Microsoft Excel, Sales, Strategic Planning, Portfolio Management, Risk Management, Credit, Financial Risk, Fixed Income, Wealth Management, Strategy, AML, Securities, Leadership, Business Planning, Business Development, Financial Services, Investments, Private Banking, Finance, Loans, Mutual Funds, Investment Banking, Private Equity, Series 7, CRM, Alternative Investments, Asset Management, Financial Markets, Capital Markets, Asset Allocation, Credit Analysis, Corporate Finance, Bonds, Financial Modeling, Entrepreneurship, Due Diligence, Retail Banking, Relationship Management, Series 63, Derivatives, Executive Management, Bloomberg, Emerging Markets, Trading
Education
Yale University / The University of Connecticut 1981 — 1983
MA, International Relations and Development
University of Connecticut 1977 — 1981
BA, Communication Sciences
Michael Blackton's Citibank Private Bank Experience 2005 - 2008
Job JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase August 2011 - Present
Citibank October 2005 - February 2011
Citibank Private Bank 2005 - 2008
BNY Mellon August 2004 - October 2005
BANK OF NEW August 2004 - October 2005
JPMorgan Chase April 2002 - August 2004
JPMorgan Chase January 2001 - April 2002
JP Morgan January 1992 - January 2000
JP Morgan January 1992 - January 2000
Skills
Account Management, Client Services, Financial Operations, Financial Services, Banking, Equities, Fixed Income, Portfolio Management, Risk Management, Accounting, CRM, Management, Analysis, Credit, Financial Risk, Loans, Relationship Management, Investments, Finance
Education
New York Institute of Technology 1989 — 1993
Bachelor of Science, Marketing
New York Institute of Technology-Old Westbury 1989 — 1992
Bachelor of Adminstration
JPMorgan Chase August 2011 - Present
Citibank October 2005 - February 2011
Citibank Private Bank 2005 - 2008
BNY Mellon August 2004 - October 2005
BANK OF NEW August 2004 - October 2005
JPMorgan Chase April 2002 - August 2004
JPMorgan Chase January 2001 - April 2002
JP Morgan January 1992 - January 2000
JP Morgan January 1992 - January 2000
Skills
Account Management, Client Services, Financial Operations, Financial Services, Banking, Equities, Fixed Income, Portfolio Management, Risk Management, Accounting, CRM, Management, Analysis, Credit, Financial Risk, Loans, Relationship Management, Investments, Finance
Education
New York Institute of Technology 1989 — 1993
Bachelor of Science, Marketing
New York Institute of Technology-Old Westbury 1989 — 1992
Bachelor of Adminstration
Gabe Giulianelli's Citibank Private Bank Experience January 2007 - Present
Job Senior Vice President at Citibank Private Bank
Industry Financial Services
Experience
Citibank Private Bank January 2007 - Present
Citibank Private Bank 2003 - 2007
Citibank Canada / Citibank NA (NY) 1997 - 2003
Citibank Canada 1995 - 1997
Skills
Portfolio Management, Fixed Income, Equities, Capital Markets, Credit, Investment Banking, FX Options, Derivatives
Education
Fordham University - Graduate School of Business Administration
MBA, Dual in Finance & Accounting
York University
Honours BSc, Physics & Comp Sci
Citibank Private Bank January 2007 - Present
Citibank Private Bank 2003 - 2007
Citibank Canada / Citibank NA (NY) 1997 - 2003
Citibank Canada 1995 - 1997
Skills
Portfolio Management, Fixed Income, Equities, Capital Markets, Credit, Investment Banking, FX Options, Derivatives
Education
Fordham University - Graduate School of Business Administration
MBA, Dual in Finance & Accounting
York University
Honours BSc, Physics & Comp Sci
Sandra Saner's Citibank Private Bank Experience 1991 - 1995
Job Managing Director at U. S. Trust (Private Wealth Management)
Industry Financial Services
Experience
U.S. Trust September 1995 - Present
Citibank Private Bank 1991 - 1995
Prudential Capital Corporation 1980 - 1995
Skills
Wealth Management, Corporate Finance, Wealth, Structured Finance, High Net Worth..., Credit, Investment Management, Strategic Financial..., Alternative Investments, Asset Management, Asset Allocation, Mutual Funds, Hedge Funds, Financial Planning, Securities
Education
University of Rochester - Simon Business School 1976 — 1978
MBA, Applied Economics
University of Rochester 1974 — 1977
BA, Psychology
U.S. Trust September 1995 - Present
Citibank Private Bank 1991 - 1995
Prudential Capital Corporation 1980 - 1995
Skills
Wealth Management, Corporate Finance, Wealth, Structured Finance, High Net Worth..., Credit, Investment Management, Strategic Financial..., Alternative Investments, Asset Management, Asset Allocation, Mutual Funds, Hedge Funds, Financial Planning, Securities
Education
University of Rochester - Simon Business School 1976 — 1978
MBA, Applied Economics
University of Rochester 1974 — 1977
BA, Psychology
Cindy Cray's Citibank Private Bank Experience 1998 - 2001
Job VP at HSBC
Industry Banking
Experience
HSBC November 2006 - 2013
Citibank 2002 - 2006
Citibank Private Bank 1998 - 2001
Citibank Switzerland 1994 - 1998
Citibank Switzerland June 1990 - 1994
Citibank Switerland 1990 - 1990
Citibank Switzerland 1987 - 1989
Skills
Hedge Funds, Private Banking, Financial Risk, Capital Markets, Banking, Derivatives, Investment Banking, Wealth Management, Risk Management, Portfolio Management, Equities, Credit Risk, Fixed Income, Business Analysis, SDLC, Financial Services, Process Improvement, Securities, FX Options, AML, Operational Risk, Financial Analysis, Structured Products, Credit, Financial Markets, Alternative Investments, Asset Management, Operational Risk..., Bloomberg, Relationship Management, Bonds, Back Office, Middle Office, Equity Derivatives, Mutual Funds, Credit Derivatives, Swaps
Education
Smith College
BA, Math and Economics
HSBC November 2006 - 2013
Citibank 2002 - 2006
Citibank Private Bank 1998 - 2001
Citibank Switzerland 1994 - 1998
Citibank Switzerland June 1990 - 1994
Citibank Switerland 1990 - 1990
Citibank Switzerland 1987 - 1989
Skills
Hedge Funds, Private Banking, Financial Risk, Capital Markets, Banking, Derivatives, Investment Banking, Wealth Management, Risk Management, Portfolio Management, Equities, Credit Risk, Fixed Income, Business Analysis, SDLC, Financial Services, Process Improvement, Securities, FX Options, AML, Operational Risk, Financial Analysis, Structured Products, Credit, Financial Markets, Alternative Investments, Asset Management, Operational Risk..., Bloomberg, Relationship Management, Bonds, Back Office, Middle Office, Equity Derivatives, Mutual Funds, Credit Derivatives, Swaps
Education
Smith College
BA, Math and Economics
Lydia Wallace's Citibank Private Bank Experience September 1989 - May 1999
Job Technical Product Manager at Prudential Financial
Industry Information Technology and Services
Experience
Prudential Financial January 2014 - Present
Prudential Financial July 2003 - January 2014
American Skandia May 1999 - July 2003
Citibank Private Bank September 1989 - May 1999
Skills
SDLC, Project Planning, Requirements Analysis, Business Analysis, Software Project..., Requirements Gathering, Business Requirements, Systems Analysis, PMO, PMP
Education
Sacred Heart University 1997 — 2000
MBA, Business
Fairfield University 1985 — 1989
BA, English
Prudential Financial January 2014 - Present
Prudential Financial July 2003 - January 2014
American Skandia May 1999 - July 2003
Citibank Private Bank September 1989 - May 1999
Skills
SDLC, Project Planning, Requirements Analysis, Business Analysis, Software Project..., Requirements Gathering, Business Requirements, Systems Analysis, PMO, PMP
Education
Sacred Heart University 1997 — 2000
MBA, Business
Fairfield University 1985 — 1989
BA, English
Don Browne's Citibank Private Bank Experience 1986 - 1995
Job Director at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth 2009 - Present
Morgan Stanley Private Wealth Management 2001 - 2008
Ashbridge Investment Management January 1999 - December 2000
Bank of America 1996 - 1998
Citibank Private Bank 1986 - 1995
Skills
Wealth Management, Fixed Income, Investments, Asset Management, Alternative Investments, Equities, Hedge Funds, Portfolio Management
Education
Trinity College-Hartford 1963 — 1967
BA, Economics
Barclays Wealth 2009 - Present
Morgan Stanley Private Wealth Management 2001 - 2008
Ashbridge Investment Management January 1999 - December 2000
Bank of America 1996 - 1998
Citibank Private Bank 1986 - 1995
Skills
Wealth Management, Fixed Income, Investments, Asset Management, Alternative Investments, Equities, Hedge Funds, Portfolio Management
Education
Trinity College-Hartford 1963 — 1967
BA, Economics
June Tralle, PMP's Citibank Private Bank Experience 1999 - 1999
Job Director, Alumni & Development at The Wilson School, Mountain Lakes, NJ
Industry Nonprofit Organization Management
Experience
The Wilson School in Mountain Lakes, NJ January 2010 - Present
The River Consulting Group, Inc. July 1994 - January 2010
BMW NA November 2006 - April 2009
Prudential FInancial, Inc. April 2002 - December 2005
Prudential Insurance Company of America November 1999 - April 2002
Citibank Private Bank 1999 - 1999
Canon USA 1997 - 1998
The Aspen Institute 1996 - 1996
Russell Reynolds Associates October 1986 - June 1994
Editor & Publisher 1982 - 1986
Education
Fordham University 1988 — 1991
B.S., Management; Corporate Training
The Wilson School in Mountain Lakes, NJ January 2010 - Present
The River Consulting Group, Inc. July 1994 - January 2010
BMW NA November 2006 - April 2009
Prudential FInancial, Inc. April 2002 - December 2005
Prudential Insurance Company of America November 1999 - April 2002
Citibank Private Bank 1999 - 1999
Canon USA 1997 - 1998
The Aspen Institute 1996 - 1996
Russell Reynolds Associates October 1986 - June 1994
Editor & Publisher 1982 - 1986
Education
Fordham University 1988 — 1991
B.S., Management; Corporate Training
Ronald Bachrach's Citibank Private Bank Experience January 1997 - November 2000
Job Trust & Estates Attorney/Wealth Management Consultant
Industry Banking
Experience
Morgan Stanley Private Bank, N.A. January 2012 - June 2012
JPMorgan-Private Client Services May 2005 - June 2010
Bachrach Financial Services January 2002 - April 2005
Guardian Trust Company December 2000 - December 2001
Citibank Private Bank January 1997 - November 2000
BUSINESS AND ESTATE PLANNING GROUPMutual of March 1990 - August 1996
Home Life Insurance Company October 1988 - March 1990
Sun & Bachrach Financial Services July 1987 - October 1988
Equitable April 1984 - June 1987
Law Office of Ronald Foreman September 1983 - December 1983
Skills
Capital Markets, Program Management, Estate Planning, Financial Services, Financial Risk, Wealth, Strategic Financial..., Tax, Employee Benefits, Trusts, Management, Investments, Wealth Management, Finance, Portfolio Management, Investment Management, Pensions, Wills, Financial Advisory, Fixed Income, Insurance, Asset Allocation, High Net Worth..., Fiduciary Management, Banking, Marketing, Financial Planners, Wealth Management..., Financial Planning
Education
The American College
Master of Science Management (MSM)
Golden Gate University, School of Law 1979 — 1982
Juris Doctor, JD
Binghamton University
Bachelor of Arts (BA), Political Science
Member-California and District of Columbia Bars
SUC Brockport
Morgan Stanley Private Bank, N.A. January 2012 - June 2012
JPMorgan-Private Client Services May 2005 - June 2010
Bachrach Financial Services January 2002 - April 2005
Guardian Trust Company December 2000 - December 2001
Citibank Private Bank January 1997 - November 2000
BUSINESS AND ESTATE PLANNING GROUPMutual of March 1990 - August 1996
Home Life Insurance Company October 1988 - March 1990
Sun & Bachrach Financial Services July 1987 - October 1988
Equitable April 1984 - June 1987
Law Office of Ronald Foreman September 1983 - December 1983
Skills
Capital Markets, Program Management, Estate Planning, Financial Services, Financial Risk, Wealth, Strategic Financial..., Tax, Employee Benefits, Trusts, Management, Investments, Wealth Management, Finance, Portfolio Management, Investment Management, Pensions, Wills, Financial Advisory, Fixed Income, Insurance, Asset Allocation, High Net Worth..., Fiduciary Management, Banking, Marketing, Financial Planners, Wealth Management..., Financial Planning
Education
The American College
Master of Science Management (MSM)
Golden Gate University, School of Law 1979 — 1982
Juris Doctor, JD
Binghamton University
Bachelor of Arts (BA), Political Science
Member-California and District of Columbia Bars
SUC Brockport
Ariane Paul's Citibank Private Bank Experience December 1997 - April 1999
Job Sheridan Properties
Industry Real Estate
Experience
Sheridan Properties July 2007 - Present
AXA Investment Managers March 2014 - March 2015
Northern Trust October 2012 - March 2014
AXA Rosenberg Investment Management 2005 - August 2010
Credit Suisse April 1999 - June 2005
Citibank Private Bank December 1997 - April 1999
Van Kasper Advisers March 1993 - March 1997
Seidler-Jeffs Asset Management Company June 1992 - July 1992
Northern Trust July 1988 - May 1992
Seidler Amdec Securities Inc. October 1985 - June 1988
Skills
Investments, Asset Management, Customer Relations, Excel, conversational French, Conversational Spanish, PowerPoint, CRM software, Databases, Wordpress, Word, Outlook, HTML, Marketing Presentations, Portfolio Review
Education
San Diego State University-California State University 1978 — 1980
BA, Linguistics, Political Science
Cuesta College 1976 — 1977
General Studies
Sheridan Properties July 2007 - Present
AXA Investment Managers March 2014 - March 2015
Northern Trust October 2012 - March 2014
AXA Rosenberg Investment Management 2005 - August 2010
Credit Suisse April 1999 - June 2005
Citibank Private Bank December 1997 - April 1999
Van Kasper Advisers March 1993 - March 1997
Seidler-Jeffs Asset Management Company June 1992 - July 1992
Northern Trust July 1988 - May 1992
Seidler Amdec Securities Inc. October 1985 - June 1988
Skills
Investments, Asset Management, Customer Relations, Excel, conversational French, Conversational Spanish, PowerPoint, CRM software, Databases, Wordpress, Word, Outlook, HTML, Marketing Presentations, Portfolio Review
Education
San Diego State University-California State University 1978 — 1980
BA, Linguistics, Political Science
Cuesta College 1976 — 1977
General Studies
Tracy McKee's Citibank Private Bank Experience April 1997 - March 2000
Job Independent Consultant
Industry Management Consulting
Experience
Self Employed 2010 - Present
FTI Consulting May 2009 - November 2010
Elisabeth Morrow School July 2003 - July 2009
Self Employed September 2001 - June 2003
Zurich Scudder Investments March 2000 - August 2001
Citibank Private Bank April 1997 - March 2000
Citicorp Securities, Inc July 1993 - April 1997
Citibank, NA July 1988 - July 1993
Self Employed July 1986 - July 1988
Utilities Strategies, Inc. July 1984 - July 1986
Skills
Management Consulting, Turnaround Consulting, Market Opportunity..., New Venture Development, Organizational..., Scenario Planning, Competitive Strategy, Operating Model Design, Managerial Experience, Executive Level..., Consultative Selling, Operational Streamlining, Multi-location..., Equity Valuation, Fixed Income Research, Industry Research, Business Valuation, Business Analysis, Sensitivity Analysis, Industry Analysis, Enterprise Valuation, Capital Budgeting, Executive Management, Financial Modeling, Strategic Analysis, Strategic Planning, Valuation, Strategic Consulting, Business Planning, Strategy Development, Financial Analysis, Business Strategy, Corporate Finance, Competitive Analysis, Restructuring, Acquisition Integration, Start-ups, Change Management, Entrepreneurship, International Business, Corporate Development, Cross-functional Team..., Forecasting, New Business Development, Team Leadership, Business Management
Education
Mount Holyoke College 1978 — 1982
BA, magna cum laude, Economics
Self Employed 2010 - Present
FTI Consulting May 2009 - November 2010
Elisabeth Morrow School July 2003 - July 2009
Self Employed September 2001 - June 2003
Zurich Scudder Investments March 2000 - August 2001
Citibank Private Bank April 1997 - March 2000
Citicorp Securities, Inc July 1993 - April 1997
Citibank, NA July 1988 - July 1993
Self Employed July 1986 - July 1988
Utilities Strategies, Inc. July 1984 - July 1986
Skills
Management Consulting, Turnaround Consulting, Market Opportunity..., New Venture Development, Organizational..., Scenario Planning, Competitive Strategy, Operating Model Design, Managerial Experience, Executive Level..., Consultative Selling, Operational Streamlining, Multi-location..., Equity Valuation, Fixed Income Research, Industry Research, Business Valuation, Business Analysis, Sensitivity Analysis, Industry Analysis, Enterprise Valuation, Capital Budgeting, Executive Management, Financial Modeling, Strategic Analysis, Strategic Planning, Valuation, Strategic Consulting, Business Planning, Strategy Development, Financial Analysis, Business Strategy, Corporate Finance, Competitive Analysis, Restructuring, Acquisition Integration, Start-ups, Change Management, Entrepreneurship, International Business, Corporate Development, Cross-functional Team..., Forecasting, New Business Development, Team Leadership, Business Management
Education
Mount Holyoke College 1978 — 1982
BA, magna cum laude, Economics
Roy Corr's Citibank Private Bank Experience 1995 - 1996
Job Managing Director at Salem Partners LLC
Industry Investment Management
Experience
Salem Partners LLC December 2014 - October 2015
Citi 2011 - 2014
Guggenheim Partners 2002 - 2011
Guggenheim Securities, LLC 2002 - 2005
Thomas Weisel Partners 1999 - 2002
Montgomery Securities 1996 - 1999
Citibank Private Bank 1995 - 1996
First Boston 1987 - 1995
Skills
Asset Management, Alternative Investments, Hedge Funds, Securities, Equities, Investments, Investment Banking, Derivatives, Private Equity, Trading, Asset Managment, Capital Markets, Investment Management, Portfolio Management, Fixed Income, Valuation, Venture Capital, Asset Allocation, Private Placements, Due Diligence
Education
Georgia State University Graduate School 1989 — 1991
Saint Louis University 1982 — 1986
BSBA, Finance
Salem Partners LLC December 2014 - October 2015
Citi 2011 - 2014
Guggenheim Partners 2002 - 2011
Guggenheim Securities, LLC 2002 - 2005
Thomas Weisel Partners 1999 - 2002
Montgomery Securities 1996 - 1999
Citibank Private Bank 1995 - 1996
First Boston 1987 - 1995
Skills
Asset Management, Alternative Investments, Hedge Funds, Securities, Equities, Investments, Investment Banking, Derivatives, Private Equity, Trading, Asset Managment, Capital Markets, Investment Management, Portfolio Management, Fixed Income, Valuation, Venture Capital, Asset Allocation, Private Placements, Due Diligence
Education
Georgia State University Graduate School 1989 — 1991
Saint Louis University 1982 — 1986
BSBA, Finance
Mitchell Race's Citibank Private Bank Experience April 2002 - August 2002
Job Consultant Analyst at Key Bank
Industry Banking
Experience
Key Bank February 2008 - Present
KeyBank April 2007 - February 2008
M & T Bank May 2006 - April 2007
M & T Bank September 2005 - March 2006
Comerica March 2004 - August 2005
M & T Bank January 2003 - March 2004
Citi-Mortgage August 2002 - December 2002
CitiBank Private Bank April 2002 - August 2002
State Street January 1997 - March 2002
KeyBank November 1995 - January 1997
Skills
SDLC, Banking, CICS, JCL, Mainframe, Systems Analysis, Analysis, CRM, Disaster Recovery, Program Management, Requirements Gathering, Databases
Education
State University of New York College at Plattsburgh 1978 — 1982
Bachelor of Science, Computer Science
Key Bank February 2008 - Present
KeyBank April 2007 - February 2008
M & T Bank May 2006 - April 2007
M & T Bank September 2005 - March 2006
Comerica March 2004 - August 2005
M & T Bank January 2003 - March 2004
Citi-Mortgage August 2002 - December 2002
CitiBank Private Bank April 2002 - August 2002
State Street January 1997 - March 2002
KeyBank November 1995 - January 1997
Skills
SDLC, Banking, CICS, JCL, Mainframe, Systems Analysis, Analysis, CRM, Disaster Recovery, Program Management, Requirements Gathering, Databases
Education
State University of New York College at Plattsburgh 1978 — 1982
Bachelor of Science, Computer Science
Lorraine Loffredo-Estrella's Citibank Private Bank Experience January 1993 - January 1996
Job Home Mortgage Consultant at Wells Fargo Home Mortgage/ NMLS 322821
Industry Banking
Experience
Wells Fargo Home Mortgage December 2013 - Present
City National Bank March 2013 - August 2013
Prospect Lending, LLC April 2012 - March 2013
Weichert Financial Services June 2010 - April 2012
JPMorgan Chase January 2008 - October 2010
Wells Fargo Home Mortgage January 2002 - January 2008
Fleet Bank January 2000 - January 2002
CITIBANK, NA January 1996 - January 2000
CITIBANK PRIVATE BANK January 1993 - January 1996
CITIBANK MORTGAGE January 1991 - January 1992
Education
Iona College
Bachelor of Science, Business Administration
Wells Fargo Home Mortgage December 2013 - Present
City National Bank March 2013 - August 2013
Prospect Lending, LLC April 2012 - March 2013
Weichert Financial Services June 2010 - April 2012
JPMorgan Chase January 2008 - October 2010
Wells Fargo Home Mortgage January 2002 - January 2008
Fleet Bank January 2000 - January 2002
CITIBANK, NA January 1996 - January 2000
CITIBANK PRIVATE BANK January 1993 - January 1996
CITIBANK MORTGAGE January 1991 - January 1992
Education
Iona College
Bachelor of Science, Business Administration
Christopher Dee's Citibank Private Bank Experience August 1988 - Present
Job Adjunct Professor at New York University
Industry Banking
Experience
New York University 2001 - Present
Citibank Private Bank August 1988 - Present
Skills
Financial Modeling, Banking, Capital Markets, Financial Analysis, Portfolio Management, Risk Management
Education
Pace University
BPS, Banking @ Finance
New York Military Academy 1971 — 1972
Cardinal Farley Military Academy 1968 — 1971
New York University 2001 - Present
Citibank Private Bank August 1988 - Present
Skills
Financial Modeling, Banking, Capital Markets, Financial Analysis, Portfolio Management, Risk Management
Education
Pace University
BPS, Banking @ Finance
New York Military Academy 1971 — 1972
Cardinal Farley Military Academy 1968 — 1971
Joanne Houghton's Citibank Private Bank Experience September 1989 - July 1992
Job
Industry Investment Management
Experience
Scudder Private Investment Counsel August 1992 - October 2002
Citibank Private Bank September 1989 - July 1992
Citibank Private Bank July 1983 - September 1989
Education
CFA Institute
Chartered Financial Analyst
New York University, Stern School of Business
MBA, Finance
Boston College
BA cum laude
Scudder Private Investment Counsel August 1992 - October 2002
Citibank Private Bank September 1989 - July 1992
Citibank Private Bank July 1983 - September 1989
Education
CFA Institute
Chartered Financial Analyst
New York University, Stern School of Business
MBA, Finance
Boston College
BA cum laude
Diane Sferrazza Katz's Citibank Private Bank Experience November 1986 - March 1993
Job Independent Small Business and NotforProfit Bookkeeper/Finance Manager
Industry Financial Services
Experience
Independent Bookkeeper/Finance Manager January 2015 - Present
U.S. Trust Company January 2005 - October 2007
U.S. Trust Company January 1996 - December 2002
Citibank Private Bank November 1986 - March 1993
Education
Fordham University - Graduate School of Business Administration 1986 — 1990
MBA
Fairfield University 1979 — 1983
B.S.
Independent Bookkeeper/Finance Manager January 2015 - Present
U.S. Trust Company January 2005 - October 2007
U.S. Trust Company January 1996 - December 2002
Citibank Private Bank November 1986 - March 1993
Education
Fordham University - Graduate School of Business Administration 1986 — 1990
MBA
Fairfield University 1979 — 1983
B.S.
Anne Surrett's Citibank Private Bank Experience 2007 - 2008
Job Regional Director; Wealth Management at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2013 - Present
Wells Fargo November 2010 - Present
SunTrust Bank 2008 - 2010
Citibank Private Bank 2007 - 2008
U. S. Trust Company, NA 2004 - 2007
Atlantic Trust Company, NA 2001 - 2004
Wachovia 1983 - 2001
Skills
Alternative Investments, Asset Allocation, Banking, Wealth Management, Asset Managment, Investments, Portfolio Management, Wealth Management..., Private Banking, Financial Services, Retirement Planning, Series 7, Investment Advisory, Private Equity, Hedge Funds, Asset Management, High Net Worth..., Mutual Funds, Securities, Investment Strategies, Investment Management
Education
University of South Carolina-Columbia 1976 — 1979
Bachelor of Science (BS), Business Administration and Management, General
College Prep
Wells Fargo February 2013 - Present
Wells Fargo November 2010 - Present
SunTrust Bank 2008 - 2010
Citibank Private Bank 2007 - 2008
U. S. Trust Company, NA 2004 - 2007
Atlantic Trust Company, NA 2001 - 2004
Wachovia 1983 - 2001
Skills
Alternative Investments, Asset Allocation, Banking, Wealth Management, Asset Managment, Investments, Portfolio Management, Wealth Management..., Private Banking, Financial Services, Retirement Planning, Series 7, Investment Advisory, Private Equity, Hedge Funds, Asset Management, High Net Worth..., Mutual Funds, Securities, Investment Strategies, Investment Management
Education
University of South Carolina-Columbia 1976 — 1979
Bachelor of Science (BS), Business Administration and Management, General
College Prep
Rama Bhandaru's Citibank Private Bank Experience January 2002 - October 2002
Job Principal Software Engineer / Architect Allscripts
Industry Information Technology and Services
Experience
Allscripts October 2002 - Present
Citibank Private Bank January 2002 - October 2002
Destiny Websolutions September 1999 - January 2002
Skills
C#, jQuery, Customer Service, .NET, iOS development, jQuery UI, Microsoft SQL Server
Education
Villanova University 1996 — 1998
Master of Science (M.S.), Computer Science
Andhra University 1992 — 1996
Bachelor of Technology (BTech), Chemical Engineering
Allscripts October 2002 - Present
Citibank Private Bank January 2002 - October 2002
Destiny Websolutions September 1999 - January 2002
Skills
C#, jQuery, Customer Service, .NET, iOS development, jQuery UI, Microsoft SQL Server
Education
Villanova University 1996 — 1998
Master of Science (M.S.), Computer Science
Andhra University 1992 — 1996
Bachelor of Technology (BTech), Chemical Engineering