Citicorp Securities
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Citicorp Securities Employees
Employee
Years
Job
Industry
John Simonelli John Simonelli's Citicorp Securities Experience June 1989 - March 1995
Job Chief Operating Officer at Riviera
Industry Internet
Experience
Riviera Partners January 2012 - Present
TechCFO - San Francisco January 2009 - July 2011
Looksmart November 2005 - November 2007
Gap Inc. Direct October 2002 - October 2005
Business.com March 2000 - September 2002
PeopleMover April 1999 - March 2000
The Walt Disney Company March 1995 - April 1999
Citicorp Securities June 1989 - March 1995
Deloitte, Haskins & Sells July 1985 - June 1989
Skills
Sales Process, Talent Acquisition, SaaS, Business Strategy, Executive Management, Management Consulting, Start-ups, Private Equity, Business Development, Strategic Planning, Mergers, Cross-functional Team..., Forecasting, Finance, Entrepreneurship, Debt & Equity Capital..., Corporate Finance, Strategic Partnerships, Budgets, Strategy, Change Management
Education
University of Notre Dame 1981 — 1985
BBA, Accounting
Riviera Partners January 2012 - Present
TechCFO - San Francisco January 2009 - July 2011
Looksmart November 2005 - November 2007
Gap Inc. Direct October 2002 - October 2005
Business.com March 2000 - September 2002
PeopleMover April 1999 - March 2000
The Walt Disney Company March 1995 - April 1999
Citicorp Securities June 1989 - March 1995
Deloitte, Haskins & Sells July 1985 - June 1989
Skills
Sales Process, Talent Acquisition, SaaS, Business Strategy, Executive Management, Management Consulting, Start-ups, Private Equity, Business Development, Strategic Planning, Mergers, Cross-functional Team..., Forecasting, Finance, Entrepreneurship, Debt & Equity Capital..., Corporate Finance, Strategic Partnerships, Budgets, Strategy, Change Management
Education
University of Notre Dame 1981 — 1985
BBA, Accounting
Margaret Ullrich Margaret Ullrich's Citicorp Securities Experience July 1989 - February 1998
Job
Industry
Experience
Citicorp Securities July 1989 - February 1998
Skills
Public Speaking, Event Planning, Microsoft Office, Strategic Planning, Investments, Public Relations, Nonprofits, Sales, Social Media
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Science (BS), Business Administration
St. Catherine's School, Richmond, VA 1969 — 1982
1st--12th
Citicorp Securities July 1989 - February 1998
Skills
Public Speaking, Event Planning, Microsoft Office, Strategic Planning, Investments, Public Relations, Nonprofits, Sales, Social Media
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Science (BS), Business Administration
St. Catherine's School, Richmond, VA 1969 — 1982
1st--12th
Mariel Clemensen's Citicorp Securities Experience September 1989 - January 1992
Job Clemensen Capital Co
Industry Investment Management
Experience
Clemensen Capital Company June 1998 - Present
Tstone Corp 2004 - 2010
Bank of Nova Scotia January 1994 - January 1996
Lehman Brothers January 1992 - January 1994
Citicorp Securities September 1989 - January 1992
Donaldson, Lufkin & Jenrette 1983 - 1989
Capital Group (Capital Research & Captal International) March 1972 - January 1983
Skills
Investments, Private Equity, Investment Banking, Fixed Income, Securities, Capital Markets, Asset Management, Alternative Investments, Investment Strategies, Stocks, Portfolio Management, SOUTH KOREA INVESTMENTS, Due Diligence, Bonds, Finance, Equities
Education
Stanford Business School 1981 — 1982
MS Mgmt, Sloan Fellow
Pitzer College 1970 — 1974
BA, Philosophy
Immaculate Heart High School 1966 — 1970
9-12
Our Lady of Grace Elementary School 1958 — 1966
1-8
Clemensen Capital Company June 1998 - Present
Tstone Corp 2004 - 2010
Bank of Nova Scotia January 1994 - January 1996
Lehman Brothers January 1992 - January 1994
Citicorp Securities September 1989 - January 1992
Donaldson, Lufkin & Jenrette 1983 - 1989
Capital Group (Capital Research & Captal International) March 1972 - January 1983
Skills
Investments, Private Equity, Investment Banking, Fixed Income, Securities, Capital Markets, Asset Management, Alternative Investments, Investment Strategies, Stocks, Portfolio Management, SOUTH KOREA INVESTMENTS, Due Diligence, Bonds, Finance, Equities
Education
Stanford Business School 1981 — 1982
MS Mgmt, Sloan Fellow
Pitzer College 1970 — 1974
BA, Philosophy
Immaculate Heart High School 1966 — 1970
9-12
Our Lady of Grace Elementary School 1958 — 1966
1-8
David H's Citicorp Securities Experience 1995 - 1996
Job VP / Head of Economic Value Management at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group July 2015 - Present
Genworth Financial August 2007 - May 2015
MBIA January 2007 - August 2007
MBIA January 2006 - December 2006
MBIA March 2003 - December 2005
MBIA September 2001 - February 2003
Bear Services LLC 1999 - 2001
Citigroup 1997 - 1999
Citicorp 1996 - 1997
Citicorp Securities 1995 - 1996
Skills
Thought Leadership, Capital Markets, Market Risk, Risk Management, Risk, Credit Risk, Financial Risk, Structured Finance, Portfolio Management, Fixed Income, Securitization, Credit, Credit Analysis, Derivatives, Investments, Structured Products, Bonds, Finance, Financial Modeling, Insurance, Investment Banking, Asset Managment, Due Diligence, ALM, Financial Structuring, Quantitative Finance, Bloomberg, Trading, Asset Management, Financial Services, Valuation, Enterprise Risk..., Equities, Hedge Funds, Financial Markets, Alternative Investments, Corporate Finance, Emerging Markets, Basel II, Securities, Economic Capital, Mortgage Lending, Credit Derivatives, Mutual Funds, Hedging, Investment Management, FX Options, Options, Interest Rate..., Investment Strategies
Education
Certificate in Quantitative Finance (CQF) 2007 — 2009
and Mathematics for Quants; Quantitative Finance
Global Association of Risk Professionals (FRM) 2005 — 2005
Financial Risk Manager (FRM), Financial Risk Management
University of Michigan - Stephen M. Ross School of Business 1991 — 1994
MBA, Economics and Finance
Institute for Chartered Financial Analysts (CFA) 1988 — 1991
Chartered Financial Analyst (CFA), Securities Analysis
Indiana University - Kelley School of Business 1984 — 1986
BSBA, Finance
MassMutual Financial Group July 2015 - Present
Genworth Financial August 2007 - May 2015
MBIA January 2007 - August 2007
MBIA January 2006 - December 2006
MBIA March 2003 - December 2005
MBIA September 2001 - February 2003
Bear Services LLC 1999 - 2001
Citigroup 1997 - 1999
Citicorp 1996 - 1997
Citicorp Securities 1995 - 1996
Skills
Thought Leadership, Capital Markets, Market Risk, Risk Management, Risk, Credit Risk, Financial Risk, Structured Finance, Portfolio Management, Fixed Income, Securitization, Credit, Credit Analysis, Derivatives, Investments, Structured Products, Bonds, Finance, Financial Modeling, Insurance, Investment Banking, Asset Managment, Due Diligence, ALM, Financial Structuring, Quantitative Finance, Bloomberg, Trading, Asset Management, Financial Services, Valuation, Enterprise Risk..., Equities, Hedge Funds, Financial Markets, Alternative Investments, Corporate Finance, Emerging Markets, Basel II, Securities, Economic Capital, Mortgage Lending, Credit Derivatives, Mutual Funds, Hedging, Investment Management, FX Options, Options, Interest Rate..., Investment Strategies
Education
Certificate in Quantitative Finance (CQF) 2007 — 2009
and Mathematics for Quants; Quantitative Finance
Global Association of Risk Professionals (FRM) 2005 — 2005
Financial Risk Manager (FRM), Financial Risk Management
University of Michigan - Stephen M. Ross School of Business 1991 — 1994
MBA, Economics and Finance
Institute for Chartered Financial Analysts (CFA) 1988 — 1991
Chartered Financial Analyst (CFA), Securities Analysis
Indiana University - Kelley School of Business 1984 — 1986
BSBA, Finance
Randy Hutton's Citicorp Securities Experience June 1996 - April 1998
Job Managing Partner
Industry Investment Management
Experience
LibertyView Capital Management April 1998 - Present
Lehman Brothers May 2003 - July 2009
Citicorp Securities June 1996 - April 1998
Education
Boston College 1992 — 1996
BS, finance and economics
LibertyView Capital Management April 1998 - Present
Lehman Brothers May 2003 - July 2009
Citicorp Securities June 1996 - April 1998
Education
Boston College 1992 — 1996
BS, finance and economics
Lisa Stern Lisa Stern's Citicorp Securities Experience 1990 - 1995
Job Investment Banking and Financial Restructuring Professional
Industry Investment Banking
Experience
The DAK Group September 2010 - Present
Gradient Partners 2005 - 2008
Orix Corporation 2000 - 2003
First Union Corporation 1997 - 1999
Alex. Brown & Sons 1997 - 1997
MJ Whitman 1995 - 1997
Citicorp Securities 1990 - 1995
Skills
Investment Banking, M&A, Restructuring Advisory, Corporate Finance, Bankruptcy&Out-Of-Court, Recapitalizations, Refinancings, Middle Market, 363 Sales, Special Situation..., Restructuring, Mergers, Private Equity, Portfolio Management, Trading, Due Diligence, Hedge Funds, Valuation, Financial Structuring, Leveraged Finance, Mezzanine, Equities, High Yield, Mergers & Acquisitions, Capital Markets, Loans, Investments, Situation Analysis, Bonds, Securities, Alternative Investments, Investment Management, Fixed Income, Special Situations, Finance, Credit Analysis, Syndications
Education
Brooklyn Law School
JD, Law
Cornell University
AB, History
New York University - Leonard N. Stern School of Business
MBA, Finance
The DAK Group September 2010 - Present
Gradient Partners 2005 - 2008
Orix Corporation 2000 - 2003
First Union Corporation 1997 - 1999
Alex. Brown & Sons 1997 - 1997
MJ Whitman 1995 - 1997
Citicorp Securities 1990 - 1995
Skills
Investment Banking, M&A, Restructuring Advisory, Corporate Finance, Bankruptcy&Out-Of-Court, Recapitalizations, Refinancings, Middle Market, 363 Sales, Special Situation..., Restructuring, Mergers, Private Equity, Portfolio Management, Trading, Due Diligence, Hedge Funds, Valuation, Financial Structuring, Leveraged Finance, Mezzanine, Equities, High Yield, Mergers & Acquisitions, Capital Markets, Loans, Investments, Situation Analysis, Bonds, Securities, Alternative Investments, Investment Management, Fixed Income, Special Situations, Finance, Credit Analysis, Syndications
Education
Brooklyn Law School
JD, Law
Cornell University
AB, History
New York University - Leonard N. Stern School of Business
MBA, Finance
Chris Germain Chris Germain's Citicorp Securities Experience 1994 - 1996
Job President, Piping Rock Partners
Industry Real Estate
Experience
Piping Rock Partners, Inc. 2005 - Present
CIBC World Markets 1996 - 2004
Citicorp Securities 1994 - 1996
American Finance Group 1990 - 1994
Deutsche Bank (formerly Bankers Trust) 1988 - 1990
Skills
Private Equity, Due Diligence, Asset Managment, Structured Finance, Investments, Real Estate Transactions, Capital Markets, Finance, Real Estate, Commercial Real Estate, Acquisitions, Investment Properties, Investor Relations, Real Estate Economics, Asset Management, Real Estate Financing
Education
University of New Hampshire 1984 — 1988
B.A., History
Piping Rock Partners, Inc. 2005 - Present
CIBC World Markets 1996 - 2004
Citicorp Securities 1994 - 1996
American Finance Group 1990 - 1994
Deutsche Bank (formerly Bankers Trust) 1988 - 1990
Skills
Private Equity, Due Diligence, Asset Managment, Structured Finance, Investments, Real Estate Transactions, Capital Markets, Finance, Real Estate, Commercial Real Estate, Acquisitions, Investment Properties, Investor Relations, Real Estate Economics, Asset Management, Real Estate Financing
Education
University of New Hampshire 1984 — 1988
B.A., History
Chris Daniel Chris Daniel's Citicorp Securities Experience 1994 - 1998
Job Managing Director, Private Equity at The Gladstone Companies
Industry Venture Capital & Private Equity
Experience
The Gladstone Companies 2011 - Present
El Capitan Investment Partners 2009 - Present
Churchill Capital 2007 - 2009
Praesidian Capital 2005 - 2007
Progeny Capital Investors 2003 - 2005
Windjammer Capital Investors 1998 - 2003
Citicorp Securities 1994 - 1998
Kenneth Leventhal & Company (now Ernst & Young) 1989 - 1992
Skills
Financial Structuring, Private Equity, Corporate Finance, Mergers, Due Diligence, Mezzanine, Venture Capital, Investment Banking, Corporate Development, Credit, Financial Modeling, Investments, Leveraged Finance, Mergers, Portfolio Management, Restructuring
Education
Citicorp Institute for Global Finance
credit training
University of California, Los Angeles
BA, Economics with specialization in computing
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
The Gladstone Companies 2011 - Present
El Capitan Investment Partners 2009 - Present
Churchill Capital 2007 - 2009
Praesidian Capital 2005 - 2007
Progeny Capital Investors 2003 - 2005
Windjammer Capital Investors 1998 - 2003
Citicorp Securities 1994 - 1998
Kenneth Leventhal & Company (now Ernst & Young) 1989 - 1992
Skills
Financial Structuring, Private Equity, Corporate Finance, Mergers, Due Diligence, Mezzanine, Venture Capital, Investment Banking, Corporate Development, Credit, Financial Modeling, Investments, Leveraged Finance, Mergers, Portfolio Management, Restructuring
Education
Citicorp Institute for Global Finance
credit training
University of California, Los Angeles
BA, Economics with specialization in computing
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
Shawn S. Sullivan's Citicorp Securities Experience February 1992 - May 1994
Job Managing Director
Industry Investment Banking
Experience
MidOcean Partners January 2013 - January 2015
FlightAware March 2008 - May 2012
FlightAware March 2008 - February 2012
West Valley Flying Club January 2006 - April 2008
Madison Capital December 2004 - January 2006
Betzold Research and Trading March 2003 - October 2004
Deutsche Bank Alex. Brown May 1994 - December 1999
Citicorp Securities February 1992 - May 1994
BT Securities February 1990 - January 1992
Drexel Burnham Lambert April 1986 - February 1990
Skills
Strategic Planning, Leadership, Sales, Aviation, Sales Management, Business Development, Start-ups, Strategy, New Business Development, Team Leadership, Business Strategy, Contract Negotiation, Operations Management, Account Management, Analysis, Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance/International Business
Montclair State University 1976 — 1980
BA, Economics/Political Science
MidOcean Partners January 2013 - January 2015
FlightAware March 2008 - May 2012
FlightAware March 2008 - February 2012
West Valley Flying Club January 2006 - April 2008
Madison Capital December 2004 - January 2006
Betzold Research and Trading March 2003 - October 2004
Deutsche Bank Alex. Brown May 1994 - December 1999
Citicorp Securities February 1992 - May 1994
BT Securities February 1990 - January 1992
Drexel Burnham Lambert April 1986 - February 1990
Skills
Strategic Planning, Leadership, Sales, Aviation, Sales Management, Business Development, Start-ups, Strategy, New Business Development, Team Leadership, Business Strategy, Contract Negotiation, Operations Management, Account Management, Analysis, Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance/International Business
Montclair State University 1976 — 1980
BA, Economics/Political Science
Tim Shroyer Tim Shroyer's Citicorp Securities Experience 1993 - 1996
Job Managing Director, Regional FX Sales Manager Corporate & Institutional at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets April 1996 - Present
Hyde Park Angels 2011 - 2015
Citicorp Securities 1993 - 1996
Sara Lee Corporation 1990 - 1993
General Binding Corporation 1988 - 1989
Coopers & Lybrand 1986 - 1988
Skills
FX, Bloomberg, Treasury, Capital Markets, Equities, Derivatives, Trading, Financial Markets, Portfolio Management, Investments, Hedge Funds, Trading Systems, Options, Valuation, Risk Management, Banking, Management, Financial Services
Education
The University of Chicago 1990 — 1993
MBA, Accounting, Finance
DeVry Institute of Technology 1984 — 1986
B.S., Computer Information Systems
Illinois State University 1983 — 1984
General
Eckerd College 1982 — 1983
General
Joliet Catholic 1978 — 1982
BMO Capital Markets April 1996 - Present
Hyde Park Angels 2011 - 2015
Citicorp Securities 1993 - 1996
Sara Lee Corporation 1990 - 1993
General Binding Corporation 1988 - 1989
Coopers & Lybrand 1986 - 1988
Skills
FX, Bloomberg, Treasury, Capital Markets, Equities, Derivatives, Trading, Financial Markets, Portfolio Management, Investments, Hedge Funds, Trading Systems, Options, Valuation, Risk Management, Banking, Management, Financial Services
Education
The University of Chicago 1990 — 1993
MBA, Accounting, Finance
DeVry Institute of Technology 1984 — 1986
B.S., Computer Information Systems
Illinois State University 1983 — 1984
General
Eckerd College 1982 — 1983
General
Joliet Catholic 1978 — 1982
Cathy Krust Cathy Krust's Citicorp Securities Experience 1993 - 1997
Job Director/Portfolio Manager at Citigroup
Industry Banking
Experience
Citi 2006 - Present
Citigroup December 2002 - May 2006
Citigroup July 1999 - December 2002
Citibank 1997 - 1999
Citicorp Securities 1993 - 1997
Moody's Investors Service 1986 - 1993
Education
Stony Brook University 1982 — 1984
Masters, Management
Stony Brook University 1979 — 1983
Bachelors, Economics
Citi 2006 - Present
Citigroup December 2002 - May 2006
Citigroup July 1999 - December 2002
Citibank 1997 - 1999
Citicorp Securities 1993 - 1997
Moody's Investors Service 1986 - 1993
Education
Stony Brook University 1982 — 1984
Masters, Management
Stony Brook University 1979 — 1983
Bachelors, Economics
Kevin M. Goldstein Kevin M. Goldstein's Citicorp Securities Experience August 1992 - March 1998
Job Revenue Generating Leader, Financial/Technology Business Executive
Industry Financial Services
Experience
KPMG US June 2014 - Present
Rothstein Kass February 2014 - June 2014
Kee Global Advisors LLC (KGA) September 2009 - February 2014
Auxia Partners LP September 2010 - April 2012
NorthPoint Solutions LLC March 2006 - September 2009
KMG Consulting April 1998 - February 2006
Citicorp Securities August 1992 - March 1998
Johnson & Higgins January 1988 - November 1991
Trusthouse Forte Hotels August 1985 - December 1987
Skills
New Business Development, Sales & Marketing, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets, Equities, Fixed Income, Private Equity, Business Strategy, Leadership, Strategic Partnerships, Sales Management, Start-ups, Derivatives, IT Strategy, Cloud Computing, Asset Management, Financial Services, Business Development, Mergers & Acquisitions, CRM, Investment Management, Strategy, Finance, Outsourcing, Consulting, Corporate Development, Cross-functional Team..., Management
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MBA, Finance, Marketing and Management Strategy
Bowdoin College 1980 — 1984
BA, Government & Legal Studies
KPMG US June 2014 - Present
Rothstein Kass February 2014 - June 2014
Kee Global Advisors LLC (KGA) September 2009 - February 2014
Auxia Partners LP September 2010 - April 2012
NorthPoint Solutions LLC March 2006 - September 2009
KMG Consulting April 1998 - February 2006
Citicorp Securities August 1992 - March 1998
Johnson & Higgins January 1988 - November 1991
Trusthouse Forte Hotels August 1985 - December 1987
Skills
New Business Development, Sales & Marketing, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets, Equities, Fixed Income, Private Equity, Business Strategy, Leadership, Strategic Partnerships, Sales Management, Start-ups, Derivatives, IT Strategy, Cloud Computing, Asset Management, Financial Services, Business Development, Mergers & Acquisitions, CRM, Investment Management, Strategy, Finance, Outsourcing, Consulting, Corporate Development, Cross-functional Team..., Management
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MBA, Finance, Marketing and Management Strategy
Bowdoin College 1980 — 1984
BA, Government & Legal Studies
Jeffrey Weissman Jeffrey Weissman's Citicorp Securities Experience 1997 - 1999
Job Senior Vice President at Basis Investment Group
Industry Real Estate
Experience
Basis Investment Group April 2015 - Present
Gemini Real Estate Advisors April 2009 - March 2015
Citigroup Global Markets, Inc. 1982 - 2009
Citicorp Securities 1997 - 1999
Citibank Realty Advisors 1986 - 1997
Citicorp Real Estate investment and Management 1982 - 1986
Ernst & Whinney, Certified Public Accountants 1981 - 1982
Northville Industries June 1976 - June 1981
Skills
Due Diligence, Underwriting, Financial Analysis, Accounting, Auditing, Asset Managment, Mezzanine, Real Estate, Loans, Real Estate Economics, CMBS, Real Estate Development
Education
Adelphi University 1978 — 1980
MS, Accounting and Taxation
State University of New York College at Fredonia 1972 — 1976
BS, Accounting
Basis Investment Group April 2015 - Present
Gemini Real Estate Advisors April 2009 - March 2015
Citigroup Global Markets, Inc. 1982 - 2009
Citicorp Securities 1997 - 1999
Citibank Realty Advisors 1986 - 1997
Citicorp Real Estate investment and Management 1982 - 1986
Ernst & Whinney, Certified Public Accountants 1981 - 1982
Northville Industries June 1976 - June 1981
Skills
Due Diligence, Underwriting, Financial Analysis, Accounting, Auditing, Asset Managment, Mezzanine, Real Estate, Loans, Real Estate Economics, CMBS, Real Estate Development
Education
Adelphi University 1978 — 1980
MS, Accounting and Taxation
State University of New York College at Fredonia 1972 — 1976
BS, Accounting
Charles G. Schaefer Charles G. Schaefer's Citicorp Securities Experience 1990 - 1998
Job CoDirector UNCW Cameron Executive Network
Industry Financial Services
Experience
Cameron Executive Network, Cameron School of Business, UNCW 2012 - Present
Wilmington North Carolina June 2006 - Present
Deutsche Bank May 1999 - August 2006
Citicorp Securities 1990 - 1998
Citicorp North America Inc 1990 - 1998
Citicorp North America Inc 1990 - 1998
Citicorp North America Inc 1990 - 1998
BNY Mellon 1988 - 1990
Skills
Love to work with..., Antiques & Car..., Love to ride motorcycles, Having fun with kids..., Securities, Investment Management, Financial Analysis, Alternative Investments, Strategic Planning, Management, Hedge Funds, Banking, Sales, Finance, Marketing, Investments, Risk Management, Leadership, Bloomberg, PowerPoint, Microsoft Office, Customer Service, Public Speaking, Time Management
Education
Saint John's University 1967 — 1971
bs, Management
St John's University 1967 — 1971
BS, Management / Economics
St John's Prep 1963 — 1967
UNCW
University of North Carolina at Wilmington
University of North Carolina at Wilmington
University of North Carolina at Wilmington
Cameron Executive Network, Cameron School of Business, UNCW 2012 - Present
Wilmington North Carolina June 2006 - Present
Deutsche Bank May 1999 - August 2006
Citicorp Securities 1990 - 1998
Citicorp North America Inc 1990 - 1998
Citicorp North America Inc 1990 - 1998
Citicorp North America Inc 1990 - 1998
BNY Mellon 1988 - 1990
Skills
Love to work with..., Antiques & Car..., Love to ride motorcycles, Having fun with kids..., Securities, Investment Management, Financial Analysis, Alternative Investments, Strategic Planning, Management, Hedge Funds, Banking, Sales, Finance, Marketing, Investments, Risk Management, Leadership, Bloomberg, PowerPoint, Microsoft Office, Customer Service, Public Speaking, Time Management
Education
Saint John's University 1967 — 1971
bs, Management
St John's University 1967 — 1971
BS, Management / Economics
St John's Prep 1963 — 1967
UNCW
University of North Carolina at Wilmington
University of North Carolina at Wilmington
University of North Carolina at Wilmington
Olga Simoncelli Olga Simoncelli's Citicorp Securities Experience 1988 - 1996
Job Real Estate Broker Licensed in CT and NY
Industry Real Estate
Experience
Pandolfi Properties, Inc. April 2005 - Present
BNP Paribas 1998 - 2001
Citicorp Securities 1988 - 1996
First Interstate Bank, N.A. 1981 - 1987
Manufacturers Hanover Trust 1976 - 1981
Skills
Investment Properties, Real Estate, Condos, Foreclosures, Short Sales, Buyer Representation, Single Family Homes, New Home Sales, Relocation, Listings, Residential Homes, First Time Home Buyers, FHA, Renovation, Construction, Property, REO, Real Estate Transactions, Referrals, Sellers, ABR, Real Property, Buyers, Investors
Education
Harvard University 1974 — 1976
AM, International Relations
Stony Brook University
BA
Pandolfi Properties, Inc. April 2005 - Present
BNP Paribas 1998 - 2001
Citicorp Securities 1988 - 1996
First Interstate Bank, N.A. 1981 - 1987
Manufacturers Hanover Trust 1976 - 1981
Skills
Investment Properties, Real Estate, Condos, Foreclosures, Short Sales, Buyer Representation, Single Family Homes, New Home Sales, Relocation, Listings, Residential Homes, First Time Home Buyers, FHA, Renovation, Construction, Property, REO, Real Estate Transactions, Referrals, Sellers, ABR, Real Property, Buyers, Investors
Education
Harvard University 1974 — 1976
AM, International Relations
Stony Brook University
BA
Gordon Cook, CFA Gordon Cook, CFA's Citicorp Securities Experience August 1993 - April 1998
Job Director, MUFG Union Bank
Industry Financial Services
Experience
MUFG Union Bank January 2010 - Present
Levine Leichtman Capital Partners August 2007 - March 2009
West Gate (Successor to ING Capital Advisors) October 2006 - August 2007
ING Capital Advisors LLC March 2000 - October 2006
BNP Paribas April 1998 - February 2000
Citicorp Securities August 1993 - April 1998
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Due Diligence, Structured Finance, Equities
Education
University of Virginia Darden School of Business 1991 — 1993
MBA
Dartmouth College 1984 — 1987
AB, German, Government
MUFG Union Bank January 2010 - Present
Levine Leichtman Capital Partners August 2007 - March 2009
West Gate (Successor to ING Capital Advisors) October 2006 - August 2007
ING Capital Advisors LLC March 2000 - October 2006
BNP Paribas April 1998 - February 2000
Citicorp Securities August 1993 - April 1998
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Due Diligence, Structured Finance, Equities
Education
University of Virginia Darden School of Business 1991 — 1993
MBA
Dartmouth College 1984 — 1987
AB, German, Government
Elizabeth Dustin Elizabeth Dustin's Citicorp Securities Experience July 1998 - June 2000
Job Executive Director, Alumni Relations and Resource Development, Harvard Kennedy School at Harvard University
Industry Fund-Raising
Experience
Harvard University June 2012 - Present
Harvard University March 2005 - June 2012
UNext, Inc. June 2000 - June 2004
Citicorp Securities July 1998 - June 2000
Harvard University April 1991 - August 1996
Skills
Program Development, Philanthropy, Fundraising, Volunteer Management, Higher Education, Alumni Relations, Stewardship, Annual Giving, Non-profits, Grant Writing, Program Evaluation, Community Outreach, Public Speaking, Event Management, Event Planning, Grants
Education
The University of Chicago - Booth School of Business
MBA, Finance
Wellesley College
BA, Economics, Art History
Harvard University June 2012 - Present
Harvard University March 2005 - June 2012
UNext, Inc. June 2000 - June 2004
Citicorp Securities July 1998 - June 2000
Harvard University April 1991 - August 1996
Skills
Program Development, Philanthropy, Fundraising, Volunteer Management, Higher Education, Alumni Relations, Stewardship, Annual Giving, Non-profits, Grant Writing, Program Evaluation, Community Outreach, Public Speaking, Event Management, Event Planning, Grants
Education
The University of Chicago - Booth School of Business
MBA, Finance
Wellesley College
BA, Economics, Art History
Amy Y. Zhang, CFA Amy Y. Zhang, CFA's Citicorp Securities Experience 1997 - 1998
Job Senior Vice President, Portfolio Manager U.S. Small Cap. Equity
Industry Investment Management
Experience
Fred Alger Management, Inc. February 2015 - Present
Brown Capital Management December 2002 - January 2015
Epsilon Investment Management June 1999 - October 2002
Templeton Worldwide January 1998 - June 1999
Citicorp Securities 1997 - 1998
Goldman Sachs 1996 - 1996
Skills
Alternative Investments, Hedge Funds, Emerging Markets, Asset Allocation, Fixed Income, Capital Markets, Equity Research, Equities, Investments, Asset Managment, Portfolio Management, Equity Valuation, Investment Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Manhattanville College 1990 — 1993
BA, Economics
UWC 1988 — 1990
International Baccalaureate, IB
Fred Alger Management, Inc. February 2015 - Present
Brown Capital Management December 2002 - January 2015
Epsilon Investment Management June 1999 - October 2002
Templeton Worldwide January 1998 - June 1999
Citicorp Securities 1997 - 1998
Goldman Sachs 1996 - 1996
Skills
Alternative Investments, Hedge Funds, Emerging Markets, Asset Allocation, Fixed Income, Capital Markets, Equity Research, Equities, Investments, Asset Managment, Portfolio Management, Equity Valuation, Investment Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Manhattanville College 1990 — 1993
BA, Economics
UWC 1988 — 1990
International Baccalaureate, IB
Jonathan Shultz Jonathan Shultz's Citicorp Securities Experience January 1995 - September 1996
Job Finance Director
Industry Computer Software
Experience
Corbis 2014 - Present
Amazon December 2012 - 2014
Microsoft November 2009 - December 2012
Microsoft January 2007 - November 2009
Microsoft January 2005 - January 2007
Microsoft January 2002 - January 2005
UltraLink January 2000 - September 2001
McKinsey & Company June 1997 - January 2000
Citicorp Securities January 1995 - September 1996
SEI July 1993 - January 1995
Skills
Corporate FP&A, Business Strategy, Financial Modeling, Strategic Financial..., M&A analysis, Merger Integration, Strategic Planning, Business Development, Software Licensing, SaaS, Business Analysis, Licensing, Forecasting, Product Management, Go-to-market Strategy, P&L Financial Management, Scorecard Management, Budget Setting, Infrastructure..., Investor Relations, Merger & Acquisition..., Market Analysis, emerging markets, doing business in China, Pricing Strategy, High Performance Teams, P&L Management, Finance, Mergers & Acquisitions, Cloud Computing, Acquisition Integration, China Business..., Financial Planning, Strategy
Education
AIMR 1996 — 1999
Chartered Financial Analyst (CFA)
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Finance, General
University of Notre Dame 1989 — 1993
BA, Economics and Psychology
Corbis 2014 - Present
Amazon December 2012 - 2014
Microsoft November 2009 - December 2012
Microsoft January 2007 - November 2009
Microsoft January 2005 - January 2007
Microsoft January 2002 - January 2005
UltraLink January 2000 - September 2001
McKinsey & Company June 1997 - January 2000
Citicorp Securities January 1995 - September 1996
SEI July 1993 - January 1995
Skills
Corporate FP&A, Business Strategy, Financial Modeling, Strategic Financial..., M&A analysis, Merger Integration, Strategic Planning, Business Development, Software Licensing, SaaS, Business Analysis, Licensing, Forecasting, Product Management, Go-to-market Strategy, P&L Financial Management, Scorecard Management, Budget Setting, Infrastructure..., Investor Relations, Merger & Acquisition..., Market Analysis, emerging markets, doing business in China, Pricing Strategy, High Performance Teams, P&L Management, Finance, Mergers & Acquisitions, Cloud Computing, Acquisition Integration, China Business..., Financial Planning, Strategy
Education
AIMR 1996 — 1999
Chartered Financial Analyst (CFA)
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Finance, General
University of Notre Dame 1989 — 1993
BA, Economics and Psychology
Joe Adipietro's Citicorp Securities Experience June 1991 - November 1996
Job Investment Management | CFO | COO | Private Equity
Industry Investment Management
Experience
Bayberry Capital Management October 2008 - Present
CoveView Advisors July 2011 - March 2012
Credit Suisse January 2000 - October 2007
Donaldson, Lufkin & Jenrette November 1996 - January 2000
Citicorp Securities June 1991 - November 1996
Bond Technologies April 1989 - September 1990
Andersen Consulting September 1987 - April 1989
Skills
Investment Banking, Investments, Capital Markets, Valuation, Business Development, Private Equity, Capital Raising, Start-ups, Mutual Funds, Equities, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Venture Capital, Management, Due Diligence, Fixed Income, Asset Management, Cash Flow Lending, Asset Based Lending
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance & International Business
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Bayberry Capital Management October 2008 - Present
CoveView Advisors July 2011 - March 2012
Credit Suisse January 2000 - October 2007
Donaldson, Lufkin & Jenrette November 1996 - January 2000
Citicorp Securities June 1991 - November 1996
Bond Technologies April 1989 - September 1990
Andersen Consulting September 1987 - April 1989
Skills
Investment Banking, Investments, Capital Markets, Valuation, Business Development, Private Equity, Capital Raising, Start-ups, Mutual Funds, Equities, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Venture Capital, Management, Due Diligence, Fixed Income, Asset Management, Cash Flow Lending, Asset Based Lending
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance & International Business
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Angela Bradley's Citicorp Securities Experience July 1992 - July 1995
Job New Media
Industry Motion Pictures and Film
Experience
AMB Media Group July 2005 - Present
Metro Goldwyn Mayer October 2000 - July 2005
Metro Goldwyn Mayer October 1999 - April 2002
AT Kearney September 1997 - August 1999
Citicorp Securities July 1992 - July 1995
Education
UCLA Anderson School of Management 1995 — 1997
MBA, General Management
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Finance
AMB Media Group July 2005 - Present
Metro Goldwyn Mayer October 2000 - July 2005
Metro Goldwyn Mayer October 1999 - April 2002
AT Kearney September 1997 - August 1999
Citicorp Securities July 1992 - July 1995
Education
UCLA Anderson School of Management 1995 — 1997
MBA, General Management
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Finance
Tom Aust's Citicorp Securities Experience August 1993 - August 1998
Job
Industry Investment Management
Experience
GE Asset Management August 2007 - Present
JP Morgan Investment Management (JPIM) July 2004 - August 2007
Citigroup Investments August 2001 - July 2004
Chase Securities August 1998 - February 2001
Citicorp Securities August 1993 - August 1998
Lehman Brothers February 1990 - August 1993
New York Public Service Commission February 1988 - February 1990
Skills
Financial Analysis, Economics, Credit Analysis, Bloomberg, Portfolio Management, Investments, Debt
Education
Beloit College
BA
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Creighton University School of Law
Juris Doctor
GE Asset Management August 2007 - Present
JP Morgan Investment Management (JPIM) July 2004 - August 2007
Citigroup Investments August 2001 - July 2004
Chase Securities August 1998 - February 2001
Citicorp Securities August 1993 - August 1998
Lehman Brothers February 1990 - August 1993
New York Public Service Commission February 1988 - February 1990
Skills
Financial Analysis, Economics, Credit Analysis, Bloomberg, Portfolio Management, Investments, Debt
Education
Beloit College
BA
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Creighton University School of Law
Juris Doctor
Parker Shannon, CFA's Citicorp Securities Experience 1992 - 1996
Job Director at CLSA
Industry Financial Services
Experience
Aldrich Hall, LLC June 2013 - Present
CLSA Asia Pacific Markets May 2000 - May 2013
Samsung Securities 1998 - 2007
Peregrine Securities, Inc. 1996 - 1998
Citicorp Securities 1992 - 1996
J.P. Morgan 1987 - 1990
Salomon Brothers 1986 - 1987
Skills
Management, Business Strategy, Global Equities, Asset Management, Proprietary Trading, Macroeconomics, Monetary Economics, Emerging Markets, Asian Business, Asian markets, Fixed Income Analysis, Credit Analysis, Equity Valuation, Capital Markets, Fundamental Analysis, Direct Sales, Hedging, Financial Modeling, Investment Banking, Equities, Portfolio Management, Global Investment..., Mutual Funds, Financial Services, Alternative Investments, Derivatives, Finance, Investment Management, Master Franchising, Strategy, Retirement Income...
Education
Harvard Business School 1990 — 1992
MBA
Villanova University 1982 — 1986
B.S., Economics, 3.75
Aldrich Hall, LLC June 2013 - Present
CLSA Asia Pacific Markets May 2000 - May 2013
Samsung Securities 1998 - 2007
Peregrine Securities, Inc. 1996 - 1998
Citicorp Securities 1992 - 1996
J.P. Morgan 1987 - 1990
Salomon Brothers 1986 - 1987
Skills
Management, Business Strategy, Global Equities, Asset Management, Proprietary Trading, Macroeconomics, Monetary Economics, Emerging Markets, Asian Business, Asian markets, Fixed Income Analysis, Credit Analysis, Equity Valuation, Capital Markets, Fundamental Analysis, Direct Sales, Hedging, Financial Modeling, Investment Banking, Equities, Portfolio Management, Global Investment..., Mutual Funds, Financial Services, Alternative Investments, Derivatives, Finance, Investment Management, Master Franchising, Strategy, Retirement Income...
Education
Harvard Business School 1990 — 1992
MBA
Villanova University 1982 — 1986
B.S., Economics, 3.75
Jennifer Lewis Bennett's Citicorp Securities Experience January 1990 - May 1992
Job Licensed Real Estate Salesperson at Westwood Metes & Bounds Realty LTD.
Industry Real Estate
Experience
Westwood Metes & Bounds Realty LTD. 2006 - Present
Chemical Securities May 1992 - May 1995
Citicorp Securities January 1990 - May 1992
Lehman Brothers September 1986 - January 1990
Bunge Corporation September 1984 - August 1986
Texas Legislature January 1981 - August 1981
Skills
Investments, Sellers, Investment Properties, Real Estate, First Time Home Buyers, Public Speaking, Marketing, Mergers & Acquisitions, Selling, Finance, Marketing Strategy, Real Estate Transactions, Strategy, Real Property, Relocation, Buyer Representation
Education
Harvard University, John F. Kennedy School of Government 1981 — 1984
Master of, Public Policy
Bologna Center SAIS, Johns Hopkins School of Advanced International Studies 1982 — 1983
International Economics
The University of Texas at Austin 1977 — 1980
Bachelor, Liberal Arts
High School for Performing & Visual Arts 1972 — 1976
High School, Vocal Music
Westwood Metes & Bounds Realty LTD. 2006 - Present
Chemical Securities May 1992 - May 1995
Citicorp Securities January 1990 - May 1992
Lehman Brothers September 1986 - January 1990
Bunge Corporation September 1984 - August 1986
Texas Legislature January 1981 - August 1981
Skills
Investments, Sellers, Investment Properties, Real Estate, First Time Home Buyers, Public Speaking, Marketing, Mergers & Acquisitions, Selling, Finance, Marketing Strategy, Real Estate Transactions, Strategy, Real Property, Relocation, Buyer Representation
Education
Harvard University, John F. Kennedy School of Government 1981 — 1984
Master of, Public Policy
Bologna Center SAIS, Johns Hopkins School of Advanced International Studies 1982 — 1983
International Economics
The University of Texas at Austin 1977 — 1980
Bachelor, Liberal Arts
High School for Performing & Visual Arts 1972 — 1976
High School, Vocal Music
Linda Blevins's Citicorp Securities Experience 1992 - 1997
Job Sales Associate at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage February 2014 - Present
Weichert November 2005 - February 2014
Smith Barney 1997 - 1998
Citicorp Securities 1992 - 1997
Standard & Poor's 1985 - 1992
Skills
Condos, Single Family Homes, Sellers, Real Estate, Townhomes, Buyers, Property, Relocation, First Time Home Buyers, Short Sales, Buyer Representation, REO, Investors, Luxury, Waterfront
Education
Montclair State University
Bachelor's degree, Political Science
Coldwell Banker Residential Brokerage February 2014 - Present
Weichert November 2005 - February 2014
Smith Barney 1997 - 1998
Citicorp Securities 1992 - 1997
Standard & Poor's 1985 - 1992
Skills
Condos, Single Family Homes, Sellers, Real Estate, Townhomes, Buyers, Property, Relocation, First Time Home Buyers, Short Sales, Buyer Representation, REO, Investors, Luxury, Waterfront
Education
Montclair State University
Bachelor's degree, Political Science
Paul B Avery's Citicorp Securities Experience January 1997 - October 1999
Job Commercial Real Estate : 20+ Years of Experience in Lending & Equity Investments, Sales, Portfolio & Asset Management
Industry Real Estate
Experience
Bradford Real Estate Advisors September 2013 - Present
Rockwood Real Estate Advisors August 2010 - August 2013
FDIC February 2008 - August 2010
Deutsche Bank Mortgage Capital August 2003 - February 2008
McGladrey 2008 - 2008
McGladrey 2008 - 2008
BANK OF AMERICA January 2001 - August 2003
GMAC / MORTGAGERAMP October 1999 - June 2000
CITICORP SECURITIES January 1997 - October 1999
SKOPBANK October 1994 - November 1996
Skills
Asset Managment, Investments, Portfolio Management, Real Estate, Financial Analysis, Real Estate Development, Commercial Real Estate, Loans, Credit, Risk Management, Banking, Mortgage Lending, Disposition, Investment Banking, Financial Structuring, Loan Origination, Underwriting, Equities, Property Management, Leases, Management
Education
Columbia University in the City of New York
Master's Degree, Construction Management
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance
Georgetown University
BA, Economics
NYU Schack Institute of Real Estate 2008 — 2008
Certificate, Construction Project Management
Choate Rosemary Hall
High School Diploma
School YearAbroad
Bradford Real Estate Advisors September 2013 - Present
Rockwood Real Estate Advisors August 2010 - August 2013
FDIC February 2008 - August 2010
Deutsche Bank Mortgage Capital August 2003 - February 2008
McGladrey 2008 - 2008
McGladrey 2008 - 2008
BANK OF AMERICA January 2001 - August 2003
GMAC / MORTGAGERAMP October 1999 - June 2000
CITICORP SECURITIES January 1997 - October 1999
SKOPBANK October 1994 - November 1996
Skills
Asset Managment, Investments, Portfolio Management, Real Estate, Financial Analysis, Real Estate Development, Commercial Real Estate, Loans, Credit, Risk Management, Banking, Mortgage Lending, Disposition, Investment Banking, Financial Structuring, Loan Origination, Underwriting, Equities, Property Management, Leases, Management
Education
Columbia University in the City of New York
Master's Degree, Construction Management
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance
Georgetown University
BA, Economics
NYU Schack Institute of Real Estate 2008 — 2008
Certificate, Construction Project Management
Choate Rosemary Hall
High School Diploma
School YearAbroad
Andrew Parower's Citicorp Securities Experience March 1997 - December 1998
Job Founding Member Grass River Property
Industry Commercial Real Estate
Experience
Grass River Property November 2013 - Present
Marketfield Asset Management November 2009 - November 2013
AIG Investments May 2005 - November 2009
New York Life Investment Management December 1998 - May 2005
Citicorp Securities March 1997 - December 1998
Deutsche Bank September 1996 - February 1997
TGM Associates (Pension Fund Advisor) October 1993 - August 1996
Chase Manhattan Bank October 1988 - October 1993
Grant Thornton LLP June 1986 - July 1987
Arthur Andersen & Co June 1985 - May 1986
Skills
Asset Management, Portfolio Management, Real Estate, Credit, Capital Markets, Negotiation, Structuring, Origination, Acquisitions, Trading, Dispositions, Management, Asset Managment, Financial Structuring, Commercial Real Estate, CMBS, Investments, Structured Finance, Disposition, Valuation, Due Diligence, Loan Origination
Education
Washington University in St. Louis - Olin Business School 1981 — 1985
BSBA, Majors: Finance, Accounting; Minor: Economics
Fordham University - Graduate School of Business Administration 1987 — 1988
MBA, Finance, Real Estate Finance
Grass River Property November 2013 - Present
Marketfield Asset Management November 2009 - November 2013
AIG Investments May 2005 - November 2009
New York Life Investment Management December 1998 - May 2005
Citicorp Securities March 1997 - December 1998
Deutsche Bank September 1996 - February 1997
TGM Associates (Pension Fund Advisor) October 1993 - August 1996
Chase Manhattan Bank October 1988 - October 1993
Grant Thornton LLP June 1986 - July 1987
Arthur Andersen & Co June 1985 - May 1986
Skills
Asset Management, Portfolio Management, Real Estate, Credit, Capital Markets, Negotiation, Structuring, Origination, Acquisitions, Trading, Dispositions, Management, Asset Managment, Financial Structuring, Commercial Real Estate, CMBS, Investments, Structured Finance, Disposition, Valuation, Due Diligence, Loan Origination
Education
Washington University in St. Louis - Olin Business School 1981 — 1985
BSBA, Majors: Finance, Accounting; Minor: Economics
Fordham University - Graduate School of Business Administration 1987 — 1988
MBA, Finance, Real Estate Finance
Yukari Saegusa's Citicorp Securities Experience May 1994 - August 1994
Job Director, Corporate Finance, Consolidated Edison Company of New York
Industry Investment Banking
Experience
Con Edison March 2013 - Present
Orange and Rockland Utilities, Inc. September 2013 - Present
Barclays Capital March 2004 - March 2013
Citigroup July 1995 - March 2004
Citicorp Securities May 1994 - August 1994
Price Waterhouse July 1989 - July 1993
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA, Financial Management
University of Pennsylvania
BS, Economics, Wharton Undergraduate
Con Edison March 2013 - Present
Orange and Rockland Utilities, Inc. September 2013 - Present
Barclays Capital March 2004 - March 2013
Citigroup July 1995 - March 2004
Citicorp Securities May 1994 - August 1994
Price Waterhouse July 1989 - July 1993
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA, Financial Management
University of Pennsylvania
BS, Economics, Wharton Undergraduate
Andy Sparks's Citicorp Securities Experience January 1987 - July 1995
Job MD at MSCI
Industry Financial Services
Experience
MSCI Inc. May 2011 - Present
Barclays Capital September 2008 - January 2011
Lehman Brothers July 1995 - September 2008
Citicorp Securities January 1987 - July 1995
Education
The University of Chicago 1981 — 1984
M.A., Economics
University of California, Los Angeles 1974 — 1980
B.A., Economics
MSCI Inc. May 2011 - Present
Barclays Capital September 2008 - January 2011
Lehman Brothers July 1995 - September 2008
Citicorp Securities January 1987 - July 1995
Education
The University of Chicago 1981 — 1984
M.A., Economics
University of California, Los Angeles 1974 — 1980
B.A., Economics
Birgitta Hanan's Citicorp Securities Experience 1997 - 1999
Job Treasurer
Industry Nonprofit Organization Management
Experience
Trinity Wall Street 2009 - Present
Deutsche Bank 2007 - 2008
The Bank of New York Mellon 1999 - 2007
Citicorp Securities 1997 - 1999
Chase Securities 1984 - 1996
Skills
Capital Markets, Portfolio Management, Corporate Finance, Structured Finance, Finance, Investments, Financial Structuring, Loans, Credit, Financial Risk..., Commercial Insurance, Treasury Management
Education
Northwestern University - Kellogg School of Management
MBA, Finance
University of Virginia
BA, Economics
Trinity Wall Street 2009 - Present
Deutsche Bank 2007 - 2008
The Bank of New York Mellon 1999 - 2007
Citicorp Securities 1997 - 1999
Chase Securities 1984 - 1996
Skills
Capital Markets, Portfolio Management, Corporate Finance, Structured Finance, Finance, Investments, Financial Structuring, Loans, Credit, Financial Risk..., Commercial Insurance, Treasury Management
Education
Northwestern University - Kellogg School of Management
MBA, Finance
University of Virginia
BA, Economics
Samantha Abner-Wallace's Citicorp Securities Experience January 1985 - November 1986
Job Senior Portfolio Manager at TIAACREF, Trust Company FSB
Industry Financial Services
Experience
Edward Jones November 2012 - Present
TIAA-CREF, Trust Company FSB May 2005 - May 2009
Bank of America December 1989 - April 2005
Citicorp Securities January 1985 - November 1986
Mellon Bank July 1979 - December 1984
Skills
Portfolio Management, Fixed Income, Asset Management, Investments, Asset Allocation, Equities, Mutual Funds, Capital Markets, Investment Management, Trading, Bonds, Financial Services, Banking, Relationship Management, Financial Advisory, Credit, Insurance, Swaps, Economics, New Business Development
Education
North Central College 1993 — 1997
MBA, Finance
Clark Atlanta University 1975 — 1979
BA, Economics
University of Pittsburgh
MA (incomplete), Economics
Edward Jones November 2012 - Present
TIAA-CREF, Trust Company FSB May 2005 - May 2009
Bank of America December 1989 - April 2005
Citicorp Securities January 1985 - November 1986
Mellon Bank July 1979 - December 1984
Skills
Portfolio Management, Fixed Income, Asset Management, Investments, Asset Allocation, Equities, Mutual Funds, Capital Markets, Investment Management, Trading, Bonds, Financial Services, Banking, Relationship Management, Financial Advisory, Credit, Insurance, Swaps, Economics, New Business Development
Education
North Central College 1993 — 1997
MBA, Finance
Clark Atlanta University 1975 — 1979
BA, Economics
University of Pittsburgh
MA (incomplete), Economics
Darren Diamond's Citicorp Securities Experience April 1992 - June 1996
Job Managing Partner at OPES Consilia Advisory Group
Industry Financial Services
Experience
OPES Consilia Advisory Group October 2013 - Present
Diamond Capital Company March 1996 - Present
FleetBoston May 1998 - February 2001
Citicorp Securities April 1992 - June 1996
Citicorp Securities January 1990 - March 1992
Citibank, N.A. June 1988 - December 1989
IBM 1982 - 1986
Skills
Trading, Capital Markets, Investments, Equities, Venture Capital, Business Strategy, Private Equity, Mergers, Investment Banking, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Yale University 1978 — 1982
Bachelor of Arts (BA), Economics
OPES Consilia Advisory Group October 2013 - Present
Diamond Capital Company March 1996 - Present
FleetBoston May 1998 - February 2001
Citicorp Securities April 1992 - June 1996
Citicorp Securities January 1990 - March 1992
Citibank, N.A. June 1988 - December 1989
IBM 1982 - 1986
Skills
Trading, Capital Markets, Investments, Equities, Venture Capital, Business Strategy, Private Equity, Mergers, Investment Banking, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Yale University 1978 — 1982
Bachelor of Arts (BA), Economics
Brian Brennan's Citicorp Securities Experience 1987 - 1994
Job Partner at RMBS Management LLC
Industry Investment Management
Experience
RMBS Management LLC December 2008 - Present
Camulos Capital March 2008 - December 2008
Merrill Lynch May 2000 - February 2008
Deutsche Bank Securities October 1994 - April 2000
Citicorp Securities 1987 - 1994
Skills
ABS, Structured Finance, CMBS, CDO, Bonds, Financial Structuring, CDS, Securities, Loan Origination, Series 7, Banking, Loans
Education
The University of Connecticut 1978 — 1983
BA
RMBS Management LLC December 2008 - Present
Camulos Capital March 2008 - December 2008
Merrill Lynch May 2000 - February 2008
Deutsche Bank Securities October 1994 - April 2000
Citicorp Securities 1987 - 1994
Skills
ABS, Structured Finance, CMBS, CDO, Bonds, Financial Structuring, CDS, Securities, Loan Origination, Series 7, Banking, Loans
Education
The University of Connecticut 1978 — 1983
BA
Louis Lanchantin's Citicorp Securities Experience January 1994 - January 2000
Job Administrative Professional
Industry Financial Services
Experience
Healthcare Communications Group September 2010 - July 2011
Divine Consign, Inc. October 2009 - July 2010
Citigroup January 1994 - January 2008
Citigroup January 2000 - January 2007
Citicorp Securities January 1994 - January 2000
The Walt Disney Company January 1987 - January 1994
The United States Navy January 1983 - January 1989
Hunter Korobkin January 1986 - January 1987
Geer Dubois Advertising January 1981 - January 1983
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, Logistics Management, Concur, ACT!, Marketing Research, Advertising, Expenses, Travel Management, Creative Writing, Event Planning, Corporate Events, Executive..., Green Belt, Six Sigma, Black Belt, Banking
Education
New Horizons Computer Learning Centers 2012 — 2012
Certificate, Six Sigma and Lean
The New School 2002 — 2003
University of Southern California 1975 — 1980
BA, Communication Arts and Sciences
Healthcare Communications Group September 2010 - July 2011
Divine Consign, Inc. October 2009 - July 2010
Citigroup January 1994 - January 2008
Citigroup January 2000 - January 2007
Citicorp Securities January 1994 - January 2000
The Walt Disney Company January 1987 - January 1994
The United States Navy January 1983 - January 1989
Hunter Korobkin January 1986 - January 1987
Geer Dubois Advertising January 1981 - January 1983
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, Logistics Management, Concur, ACT!, Marketing Research, Advertising, Expenses, Travel Management, Creative Writing, Event Planning, Corporate Events, Executive..., Green Belt, Six Sigma, Black Belt, Banking
Education
New Horizons Computer Learning Centers 2012 — 2012
Certificate, Six Sigma and Lean
The New School 2002 — 2003
University of Southern California 1975 — 1980
BA, Communication Arts and Sciences
Lorraine Medvecky's Citicorp Securities Experience June 1992 - January 1997
Job Managing Director at Natixis Capital Markets
Industry Banking
Experience
Natixis Capital Markets March 2003 - Present
CIBC World Markets January 1997 - March 2003
Citicorp Securities June 1992 - January 1997
Mabon Nugent Securities June 1987 - August 1990
JP Morgan June 1982 - June 1987
Education
MIT Sloan School of Management 1990 — 1992
Master of Science (MS), Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Management Information Systems and Math
Natixis Capital Markets March 2003 - Present
CIBC World Markets January 1997 - March 2003
Citicorp Securities June 1992 - January 1997
Mabon Nugent Securities June 1987 - August 1990
JP Morgan June 1982 - June 1987
Education
MIT Sloan School of Management 1990 — 1992
Master of Science (MS), Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Management Information Systems and Math