Citigroup Company
Industry: Investment banking company
DescriptionCitigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002. Customer service: 810 1 210-677-0065 CEO: Michael Corbat (Oct 16, 2012–) Headquarters: New York City, New York, United States Revenue: 71.45 billion USD (2017) Subsidiaries: Citibank, Banamex, Citicorp, Aeroméxico, Did you know: Citigroup is the third-largest bank in the US by total assets ($1,912 B). wikipedia.org
Citigroup List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citigroup. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Citigroup Salaries. You can even request information on how much does Citigroup pay if you want to. Learn about salaries, pros and cons of working for Citigroup directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
14,402 Citigroup employees in database. Find out everything there's to know about Citigroup employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citigroup Employees
Employee
Years
Job
Industry
Zev Greenfield Zev Greenfield's Citigroup Experience August 2005 - January 2007
Job Executive Director at ISSUE Project Room
Industry Nonprofit Organization Management
Experience
ISSUE Project Room August 2015 - Present
Self Employed August 2014 - July 2015
Byrd Hoffman Water Mill Foundation January 2013 - July 2014
Orchestra of St. Luke's August 2009 - December 2012
Orpheus Chamber Orchestra January 2007 - July 2009
Citigroup August 2005 - January 2007
Pridmore February 2002 - June 2003
SOCOG 1998 - 2001
Arthur Andersen February 1997 - March 1999
Skills
Fundraising, Management, Strategic Planning, Mergers & Acquisitions, Budgets, Business Planning, Grant Writing, Finance, Analysis, Human Resources, Entertainment, Auditing, Sponsorship, Staff Development, Project Planning, Strategy, Marketing Strategy, Marketing, Financial Modeling, Nonprofits
Education
Columbia University - Columbia Business School 2003 — 2005
Master of Business Administration (MBA)
Monash University 1993 — 1995
BComm, Finance
ISSUE Project Room August 2015 - Present
Self Employed August 2014 - July 2015
Byrd Hoffman Water Mill Foundation January 2013 - July 2014
Orchestra of St. Luke's August 2009 - December 2012
Orpheus Chamber Orchestra January 2007 - July 2009
Citigroup August 2005 - January 2007
Pridmore February 2002 - June 2003
SOCOG 1998 - 2001
Arthur Andersen February 1997 - March 1999
Skills
Fundraising, Management, Strategic Planning, Mergers & Acquisitions, Budgets, Business Planning, Grant Writing, Finance, Analysis, Human Resources, Entertainment, Auditing, Sponsorship, Staff Development, Project Planning, Strategy, Marketing Strategy, Marketing, Financial Modeling, Nonprofits
Education
Columbia University - Columbia Business School 2003 — 2005
Master of Business Administration (MBA)
Monash University 1993 — 1995
BComm, Finance
Jacqueline Lance Jacqueline Lance's Citigroup Experience June 2007 - June 2009
Job Senior Manager, Client Experience Strategy & Analysis
Industry Financial Services
Experience
Capital One April 2013 - Present
Capital One June 2009 - June 2011
Citigroup June 2007 - June 2009
Skills
Financial Modeling, Investment Banking, Valuation, Financial Analysis, Corporate Finance
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Dean's Honors and Distinction
Princeton University 2003 — 2007
BA, Economics, Magna Cum Laude, Phi Beta Kappa
Calhoun High School 1999 — 2003
Capital One April 2013 - Present
Capital One June 2009 - June 2011
Citigroup June 2007 - June 2009
Skills
Financial Modeling, Investment Banking, Valuation, Financial Analysis, Corporate Finance
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Dean's Honors and Distinction
Princeton University 2003 — 2007
BA, Economics, Magna Cum Laude, Phi Beta Kappa
Calhoun High School 1999 — 2003
Ignacio Sanchez Zinny Ignacio Sanchez Zinny's Citigroup Experience January 2003 - June 2003
Job Director of Content Solutions at HSM/WOBI
Industry Education Management
Experience
HSM/WOBI (World of Business Ideas) January 2011 - Present
HSM/WOBI January 2012 - October 2012
HSM July 2008 - January 2011
Cerveceria y Malteria Quilmes (AB Inbev subsidiary) February 2007 - June 2008
Cerveceria y Malteria Quilmes (AB Inbev subsidiary) January 2006 - February 2007
AmericaTeve January 2002 - November 2005
Citigroup January 2003 - June 2003
Skills
Spanish, Marketing Strategy, Strategic Planning, Marketing Communications, Business Strategy, Marketing, Online Advertising, Negotiation, Social Media Marketing, English, Digital Marketing, Social Media, Management, Advertising, Microsoft Office, Leadership, Start-ups, Integrated Marketing, Brand Development, Public Relations, Strategic Partnerships, Entrepreneurship, Strategy
Education
Columbia University - Columbia Business School 2013 — 2014
Master of Business Administration (MBA)
Florida International University 2001 — 2004
Bachellor in Business Administration, Business and Marketing
Universidad Austral, Buenos Aires 1999 — 2000
Ciencias de la comunicación
HSM/WOBI (World of Business Ideas) January 2011 - Present
HSM/WOBI January 2012 - October 2012
HSM July 2008 - January 2011
Cerveceria y Malteria Quilmes (AB Inbev subsidiary) February 2007 - June 2008
Cerveceria y Malteria Quilmes (AB Inbev subsidiary) January 2006 - February 2007
AmericaTeve January 2002 - November 2005
Citigroup January 2003 - June 2003
Skills
Spanish, Marketing Strategy, Strategic Planning, Marketing Communications, Business Strategy, Marketing, Online Advertising, Negotiation, Social Media Marketing, English, Digital Marketing, Social Media, Management, Advertising, Microsoft Office, Leadership, Start-ups, Integrated Marketing, Brand Development, Public Relations, Strategic Partnerships, Entrepreneurship, Strategy
Education
Columbia University - Columbia Business School 2013 — 2014
Master of Business Administration (MBA)
Florida International University 2001 — 2004
Bachellor in Business Administration, Business and Marketing
Universidad Austral, Buenos Aires 1999 — 2000
Ciencias de la comunicación
Jonathan Litt Jonathan Litt's Citigroup Experience 2000 - 2008
Job Founder & CEO at Land & Buildings
Industry Investment Management
Experience
Land & Buildings July 2008 - Present
Citigroup 2000 - 2008
Paine Webber 1996 - 2000
Salomon Brothers 1994 - 1995
European Investors Inc. 1992 - 1994
Education
NYU Stern School of Business
MBA
Columbia University - Columbia Business School
Bachelor of Arts (BA), Economics
Land & Buildings July 2008 - Present
Citigroup 2000 - 2008
Paine Webber 1996 - 2000
Salomon Brothers 1994 - 1995
European Investors Inc. 1992 - 1994
Education
NYU Stern School of Business
MBA
Columbia University - Columbia Business School
Bachelor of Arts (BA), Economics
Anojja Shah Anojja Shah's Citigroup Experience 2005 - 2005
Job Equity Research, BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2015 - Present
Sanford C. Bernstein March 2013 - April 2015
New York, NY April 2008 - March 2013
SmartMoney February 2007 - February 2008
McGraw-Hill 2006 - 2006
Citigroup 2005 - 2005
Deutsche Bank 2003 - 2005
Deutsche Bank June 2002 - August 2002
Merrill Lynch 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investments, Equities, Writing, Financial Analysis, Fixed Income
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Business
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance
BMO Capital Markets April 2015 - Present
Sanford C. Bernstein March 2013 - April 2015
New York, NY April 2008 - March 2013
SmartMoney February 2007 - February 2008
McGraw-Hill 2006 - 2006
Citigroup 2005 - 2005
Deutsche Bank 2003 - 2005
Deutsche Bank June 2002 - August 2002
Merrill Lynch 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investments, Equities, Writing, Financial Analysis, Fixed Income
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Business
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance
Susan Glendon Susan Glendon's Citigroup Experience March 1995 - March 2005
Job Career Counselor as Independent Contractor
Industry Human Resources
Experience
Pace University 2014 - 2015
Gartner January 2010 - December 2013
UBS March 2005 - June 2009
Citigroup March 1995 - March 2005
Skills
Capital Markets, Fixed Income, Recruiting, Onboarding, Talent Acquisition, Training, Strategy, Equities, Finance, Management, Leadership, Financial Modeling, Temporary Placement, Hiring, Marketing, Strategic Planning, Investment Banking
Education
Columbia University - Columbia Business School
MBA, Finance
Smith College
AB, Economics
Pace University 2014 - 2015
Gartner January 2010 - December 2013
UBS March 2005 - June 2009
Citigroup March 1995 - March 2005
Skills
Capital Markets, Fixed Income, Recruiting, Onboarding, Talent Acquisition, Training, Strategy, Equities, Finance, Management, Leadership, Financial Modeling, Temporary Placement, Hiring, Marketing, Strategic Planning, Investment Banking
Education
Columbia University - Columbia Business School
MBA, Finance
Smith College
AB, Economics
Lynn Depippo Lynn Depippo's Citigroup Experience 1999 - 2000
Job Owner, Sherbrook Capital Management, LLC
Industry Investment Management
Experience
Sherbrook Capital Management, LLC 2000 - Present
Citigroup 1999 - 2000
The Kaufmann Fund 1993 - 1999
Kidder Peabody 1993 - 1994
Merck & Co 1987 - 1990
Skills
Start-ups, Strategy, Portfolio Management, Private Equity, Financial Analysis, Equities, Mergers, Venture Capital, Business Development, Finance, Competitive Analysis, Entrepreneurship, Investments, Due Diligence, New Business Development, Valuation, Market Analysis, Executive Management, Corporate Finance, Sales, Strategic Partnerships, Financial Services, Mergers & Acquisitions, Business Strategy, Market Research, Asset Management, Financial Modeling, Management Consulting, Strategic Planning, Business Planning, Corporate Development
Education
Columbia University - Columbia Business School 1992 — 1993
MBA, Finance and Marketing
Sherbrook Capital Management, LLC 2000 - Present
Citigroup 1999 - 2000
The Kaufmann Fund 1993 - 1999
Kidder Peabody 1993 - 1994
Merck & Co 1987 - 1990
Skills
Start-ups, Strategy, Portfolio Management, Private Equity, Financial Analysis, Equities, Mergers, Venture Capital, Business Development, Finance, Competitive Analysis, Entrepreneurship, Investments, Due Diligence, New Business Development, Valuation, Market Analysis, Executive Management, Corporate Finance, Sales, Strategic Partnerships, Financial Services, Mergers & Acquisitions, Business Strategy, Market Research, Asset Management, Financial Modeling, Management Consulting, Strategic Planning, Business Planning, Corporate Development
Education
Columbia University - Columbia Business School 1992 — 1993
MBA, Finance and Marketing
Stephanie Mulazzi Ruiz Stephanie Mulazzi Ruiz's Citigroup Experience 1997 - 2000
Job Managing Director, Equity Capital Markets at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse May 2012 - Present
Credit Suisse October 2009 - May 2012
Barclays Capital September 2008 - October 2009
Lehman Brothers April 2004 - September 2008
Goldman Sachs 2001 - 2004
Citigroup 1997 - 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance / Accounting
Yale University 1993 — 1997
BA, Economics
Credit Suisse May 2012 - Present
Credit Suisse October 2009 - May 2012
Barclays Capital September 2008 - October 2009
Lehman Brothers April 2004 - September 2008
Goldman Sachs 2001 - 2004
Citigroup 1997 - 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance / Accounting
Yale University 1993 — 1997
BA, Economics
Michael J. Bellantoni Michael J. Bellantoni's Citigroup Experience June 2012 - December 2012
Job Investment Banking Analyst at Banca IMI
Industry Investment Banking
Experience
Banca IMI Securities Corp. April 2015 - Present
Voltaire Capital LLC May 2014 - March 2015
La Fundación Foro Nacional por Colombia January 2014 - May 2014
Enzyme Venture Capital June 2013 - August 2013
Citigroup June 2012 - December 2012
Deloitte & Touche October 2010 - June 2012
Skills
Economics, Research, Editing, Strategy, Nonprofits, Analysis, Spanish, Data Analysis, Financial Modeling, Latin American Business, Latin American Economics, Statistics, Financial Analysis, Photoshop, PowerPoint, Advanced Microsoft Excel, Bloomberg Terminal, Stata, Econometrics, Microsoft Office, Social Media, Microsoft Excel, LATAM, MATLAB, HTML, JavaScript, jQuery, Google API, Finance, Valuation, Capital Markets, Due Diligence, Corporate Finance, Public Speaking, Emerging Markets, Bloomberg, Financial Markets
Education
Columbia University - School of International and Public Affairs 2013 — 2014
Master of International Affairs
Columbia University - Graduate School of Journalism 2012 — 2013
Master of Science in Journalism
Lafayette College 2006 — 2010
B.A., Economics & Business and Spanish
The Montclair Kimberley Academy 2002 — 2006
Banca IMI Securities Corp. April 2015 - Present
Voltaire Capital LLC May 2014 - March 2015
La Fundación Foro Nacional por Colombia January 2014 - May 2014
Enzyme Venture Capital June 2013 - August 2013
Citigroup June 2012 - December 2012
Deloitte & Touche October 2010 - June 2012
Skills
Economics, Research, Editing, Strategy, Nonprofits, Analysis, Spanish, Data Analysis, Financial Modeling, Latin American Business, Latin American Economics, Statistics, Financial Analysis, Photoshop, PowerPoint, Advanced Microsoft Excel, Bloomberg Terminal, Stata, Econometrics, Microsoft Office, Social Media, Microsoft Excel, LATAM, MATLAB, HTML, JavaScript, jQuery, Google API, Finance, Valuation, Capital Markets, Due Diligence, Corporate Finance, Public Speaking, Emerging Markets, Bloomberg, Financial Markets
Education
Columbia University - School of International and Public Affairs 2013 — 2014
Master of International Affairs
Columbia University - Graduate School of Journalism 2012 — 2013
Master of Science in Journalism
Lafayette College 2006 — 2010
B.A., Economics & Business and Spanish
The Montclair Kimberley Academy 2002 — 2006
Carla Cugia Carla Cugia's Citigroup Experience 2007 - 2010
Job Executivelevel: Program Management, Strategy, Execution, Governance, PMO | Technology | Financial Services
Industry Financial Services
Experience
Barclays 2014 - 2014
BNY Mellon 2013 - 2013
BNY Mellon 2012 - 2012
Citigroup 2007 - 2010
Bear Stearns 2004 - 2007
Bear Stearns 2002 - 2004
McKinsey & Co 1999 - 2002
McKinsey & Company 1998 - 1998
IMI Bank (Lux) 1993 - 1997
Skills
IT Strategy, Project Portfolio..., Program Management, Management Consulting, Strategy, Re-engineering, Governance, Portfolio Management, Project Management, PMO, Risk Management, Management, Software Development, Vendor Management, Data Transformation, Global Delivery, Business Analysis, Fixed Income, Strategic Planning, Execution Management, Problem Solving, IT Governance, Capital Markets, Execution Management..., Financial Services, Transformation, Compliance Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Università di Pisa 1988 — 1993
Laurea
Barclays 2014 - 2014
BNY Mellon 2013 - 2013
BNY Mellon 2012 - 2012
Citigroup 2007 - 2010
Bear Stearns 2004 - 2007
Bear Stearns 2002 - 2004
McKinsey & Co 1999 - 2002
McKinsey & Company 1998 - 1998
IMI Bank (Lux) 1993 - 1997
Skills
IT Strategy, Project Portfolio..., Program Management, Management Consulting, Strategy, Re-engineering, Governance, Portfolio Management, Project Management, PMO, Risk Management, Management, Software Development, Vendor Management, Data Transformation, Global Delivery, Business Analysis, Fixed Income, Strategic Planning, Execution Management, Problem Solving, IT Governance, Capital Markets, Execution Management..., Financial Services, Transformation, Compliance Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Università di Pisa 1988 — 1993
Laurea
Christopher Borris Christopher Borris's Citigroup Experience 2002 - 2005
Job Head Trader, Pagoda Asset Management LP
Industry Investment Management
Experience
Pagoda Asset Management, LP August 2014 - Present
Fortrium Strategic Partners January 2013 - Present
Columbia Business School September 2012 - January 2013
COLONIAL FUND, LLC January 2008 - March 2012
MORGAN STANLEY 2005 - 2008
CITIGROUP 2002 - 2005
GOLDMAN, SACHS & CO January 1999 - January 2002
ALEX.BROWN & SONS, INC January 1995 - January 1999
Skills
Equities, Derivatives, Global Macro, Investment Strategies, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Trading, Equity Trading, Bloomberg, Securities, Financial Markets, Banking, Options, Trading Systems, Value Investing, Financial Services, FX Options, Valuation, Asset Management, Series 7
Education
Columbia University - Columbia Business School 2009 — 2010
MBA, Finance
The Johns Hopkins University 1991 — 1995
BA, International Relations
Paul D. Schreiber High School
Pagoda Asset Management, LP August 2014 - Present
Fortrium Strategic Partners January 2013 - Present
Columbia Business School September 2012 - January 2013
COLONIAL FUND, LLC January 2008 - March 2012
MORGAN STANLEY 2005 - 2008
CITIGROUP 2002 - 2005
GOLDMAN, SACHS & CO January 1999 - January 2002
ALEX.BROWN & SONS, INC January 1995 - January 1999
Skills
Equities, Derivatives, Global Macro, Investment Strategies, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Trading, Equity Trading, Bloomberg, Securities, Financial Markets, Banking, Options, Trading Systems, Value Investing, Financial Services, FX Options, Valuation, Asset Management, Series 7
Education
Columbia University - Columbia Business School 2009 — 2010
MBA, Finance
The Johns Hopkins University 1991 — 1995
BA, International Relations
Paul D. Schreiber High School
Grant Tolson Grant Tolson's Citigroup Experience 1997 - 2005
Job Managing Director, Financial Institutions Group at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2010 - Present
Sonenshine Partners 2008 - 2010
JPMorgan 2006 - 2008
Fox-Pitt, Kelton 2005 - 2006
Citigroup 1997 - 2005
Education
Columbia University - Columbia Business School
MBA
Columbia University - School of International and Public Affairs
MIA
Culver Military Academy / Summer Naval School
Company Commander
Duke University
Park Tudor School
HS
RBC Capital Markets 2010 - Present
Sonenshine Partners 2008 - 2010
JPMorgan 2006 - 2008
Fox-Pitt, Kelton 2005 - 2006
Citigroup 1997 - 2005
Education
Columbia University - Columbia Business School
MBA
Columbia University - School of International and Public Affairs
MIA
Culver Military Academy / Summer Naval School
Company Commander
Duke University
Park Tudor School
HS
Jennifer DeFazio Jennifer DeFazio's Citigroup Experience January 2009 - June 2010
Job at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
Citigroup January 2009 - June 2010
Citigroup July 2005 - December 2008
Citigroup Global Markets Inc. August 2003 - July 2005
Beacon Capital Partners June 1998 - June 2001
Morgan Stanley August 1996 - May 1998
Skills
Capital Markets, Equities, Financial Analysis, Financial Structuring, Investments, Mergers, Negotiation, Project Management, Strategic Partnerships, Strategy, Valuation, Wealth Management, Business Development, Financial Modeling, Mergers, Real Estate, Restructuring, Series 63, Series 7, Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance, General
Providence College 1992 — 1996
Mathematics, Economics, Spanish, Art History
Wolcott 1988 — 1992
Physics
Morgan Stanley Wealth Management May 2010 - Present
Citigroup January 2009 - June 2010
Citigroup July 2005 - December 2008
Citigroup Global Markets Inc. August 2003 - July 2005
Beacon Capital Partners June 1998 - June 2001
Morgan Stanley August 1996 - May 1998
Skills
Capital Markets, Equities, Financial Analysis, Financial Structuring, Investments, Mergers, Negotiation, Project Management, Strategic Partnerships, Strategy, Valuation, Wealth Management, Business Development, Financial Modeling, Mergers, Real Estate, Restructuring, Series 63, Series 7, Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance, General
Providence College 1992 — 1996
Mathematics, Economics, Spanish, Art History
Wolcott 1988 — 1992
Physics
Aram Ciamician Aram Ciamician's Citigroup Experience August 2002 - March 2005
Job Director CIB Strategic Advisory Credit Team at Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi UFJ October 2011 - Present
Merrill Lynch Investment Managers November 2008 - June 2010
Barclays Capital March 2005 - November 2008
Citigroup August 2002 - March 2005
Goldman Sachs August 1995 - August 2000
Skills
Credit, Debt, Loans, Leveraged Finance, Bonds, Capital Structure, Hedging, Corporate Finance, Financial Modeling, Financial Analysis, Fixed Income, Investment Banking, Capital Markets, Derivatives, Valuation, Risk Management, Banking, LBO, Risk, Private Equity, Structuring, Due Diligence, Equities, Mergers, Portfolio Management, Series 7, Credit Analysis, Credit Risk, Bloomberg, Financial Markets, Economics, Securities
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Columbia University in the City of New York 1991 — 1995
BA, Economics
Bank of Tokyo-Mitsubishi UFJ October 2011 - Present
Merrill Lynch Investment Managers November 2008 - June 2010
Barclays Capital March 2005 - November 2008
Citigroup August 2002 - March 2005
Goldman Sachs August 1995 - August 2000
Skills
Credit, Debt, Loans, Leveraged Finance, Bonds, Capital Structure, Hedging, Corporate Finance, Financial Modeling, Financial Analysis, Fixed Income, Investment Banking, Capital Markets, Derivatives, Valuation, Risk Management, Banking, LBO, Risk, Private Equity, Structuring, Due Diligence, Equities, Mergers, Portfolio Management, Series 7, Credit Analysis, Credit Risk, Bloomberg, Financial Markets, Economics, Securities
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Columbia University in the City of New York 1991 — 1995
BA, Economics
R. Dirk Peters's Citigroup Experience November 1983 - March 1997
Job Founder/CEO CareGeneral, LLC
Industry Health, Wellness and Fitness
Experience
CareGeneral, LLC January 2013 - Present
OwlRock Capital, LLC January 2009 - December 2012
Stephens Inc. January 2005 - December 2008
OwlRock Capital, LLC January 2003 - January 2005
Paradigm Capital Advisors February 1997 - December 2002
Citigroup November 1983 - March 1997
Skills
Origination, Structuring, Closing, Investment Banking, Corporate Finance, Private Equity, Mergers, Capital Markets
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, International Business
University of Richmond - Robins School of Business 1979 — 1983
B.S., Finance, Economics
CareGeneral, LLC January 2013 - Present
OwlRock Capital, LLC January 2009 - December 2012
Stephens Inc. January 2005 - December 2008
OwlRock Capital, LLC January 2003 - January 2005
Paradigm Capital Advisors February 1997 - December 2002
Citigroup November 1983 - March 1997
Skills
Origination, Structuring, Closing, Investment Banking, Corporate Finance, Private Equity, Mergers, Capital Markets
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, International Business
University of Richmond - Robins School of Business 1979 — 1983
B.S., Finance, Economics
Lisa Cartwright Lisa Cartwright's Citigroup Experience 2000 - 2004
Job Associate Director of US Equity Research, JP Morgan
Industry Investment Banking
Experience
JP Morgan Chase March 2010 - Present
Charter Oak Partners 2004 - 2005
Citigroup 2000 - 2004
JP Morgan Chase 1998 - 2000
Salomon Smith Barney October 1995 - October 1997
Education
Columbia University - Columbia Business School 1994 — 1995
MBA, Accounting and Finance
The University of Texas at Austin 1984 — 1988
BFA, Studio Art, Art History
JP Morgan Chase March 2010 - Present
Charter Oak Partners 2004 - 2005
Citigroup 2000 - 2004
JP Morgan Chase 1998 - 2000
Salomon Smith Barney October 1995 - October 1997
Education
Columbia University - Columbia Business School 1994 — 1995
MBA, Accounting and Finance
The University of Texas at Austin 1984 — 1988
BFA, Studio Art, Art History
Andrew Berens, MD, MBA Andrew Berens, MD, MBA's Citigroup Experience July 2005 - May 2007
Job Senior Biotechnology Analyst, Senior Vice President at FBR Capital Markets
Industry Pharmaceuticals
Experience
FBR Capital Markets May 2014 - Present
Bloomberg October 2009 - May 2014
Ikaria Pharmaceuticals April 2009 - October 2009
Merrill Lynch May 2007 - April 2009
Citigroup July 2005 - May 2007
Medcorp, LLC March 1994 - February 2005
Skills
Equity Research, Valuation, Biotechnology, Pharmaceutical Industry, Strategy, Healthcare, Financial Services, Medicine, Pharmacueticals, Financial Modeling, Venture Capital, Mergers, Investment Banking, Equities, Analysis, Bloomberg, Clinical Research, Due Diligence, Corporate Development, Private Equity, Business Development, Entrepreneurship, Investments
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance, Strategy, Valuation
London Business School 2003 — 2005
MBA, Finance, Strategy
Emory University School of Medicine 1987 — 1991
MD, medicine
FBR Capital Markets May 2014 - Present
Bloomberg October 2009 - May 2014
Ikaria Pharmaceuticals April 2009 - October 2009
Merrill Lynch May 2007 - April 2009
Citigroup July 2005 - May 2007
Medcorp, LLC March 1994 - February 2005
Skills
Equity Research, Valuation, Biotechnology, Pharmaceutical Industry, Strategy, Healthcare, Financial Services, Medicine, Pharmacueticals, Financial Modeling, Venture Capital, Mergers, Investment Banking, Equities, Analysis, Bloomberg, Clinical Research, Due Diligence, Corporate Development, Private Equity, Business Development, Entrepreneurship, Investments
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance, Strategy, Valuation
London Business School 2003 — 2005
MBA, Finance, Strategy
Emory University School of Medicine 1987 — 1991
MD, medicine
Eileen Dawson's Citigroup Experience December 2009 - June 2013
Job Online Marketing and Analytics Leader, Director, ECommerce Analytics at Getty Images
Industry Marketing and Advertising
Experience
Getty Images April 2014 - Present
Getty Images July 2013 - April 2014
Citigroup December 2009 - June 2013
Citigroup May 2008 - December 2009
Citigroup November 2007 - April 2008
Microsoft Digital Advertising Solutions (MSN) April 2006 - November 2007
Avaya November 2001 - April 2006
Skills
Online Marketing, Acquisition Analysis, E-commerce, Analytics, Web Analytics, SEM, Omniture, Segmentation, Digital Marketing, Database Marketing, Predictive Analytics, Business Analytics, Customer Analysis, Business Intelligence, Product Management, Salesforce.com, Cross-functional Team..., Strategic Partnerships, Online Advertising, Integrated Marketing, Lead Generation, PPC, Market Research, SEO, Marketing, User Experience, B2B, Management, Enterprise Software
Education
Columbia University - Columbia Business School 2006 — 2007
MBA, Finance
The College of William and Mary 1994 — 1999
BBA, Information Technology
Getty Images April 2014 - Present
Getty Images July 2013 - April 2014
Citigroup December 2009 - June 2013
Citigroup May 2008 - December 2009
Citigroup November 2007 - April 2008
Microsoft Digital Advertising Solutions (MSN) April 2006 - November 2007
Avaya November 2001 - April 2006
Skills
Online Marketing, Acquisition Analysis, E-commerce, Analytics, Web Analytics, SEM, Omniture, Segmentation, Digital Marketing, Database Marketing, Predictive Analytics, Business Analytics, Customer Analysis, Business Intelligence, Product Management, Salesforce.com, Cross-functional Team..., Strategic Partnerships, Online Advertising, Integrated Marketing, Lead Generation, PPC, Market Research, SEO, Marketing, User Experience, B2B, Management, Enterprise Software
Education
Columbia University - Columbia Business School 2006 — 2007
MBA, Finance
The College of William and Mary 1994 — 1999
BBA, Information Technology
Casey Thoreen Casey Thoreen's Citigroup Experience June 2013 - August 2013
Job Operations Manager, Prime Now at Amazon
Industry Financial Services
Experience
Amazon November 2014 - Present
Citigroup June 2013 - August 2013
US Army April 2011 - October 2011
US Army March 2009 - March 2011
US Army December 2006 - July 2008
US Army July 2005 - August 2006
US Army June 2004 - July 2005
US Army May 2003 - June 2004
Skills
Military Experience, Military, Army, Leadership, Management, Counterinsurgency, International Affairs, Finance, Logistics, Combat, International Relations, Training, Operational Planning
Education
Columbia University - Columbia Business School 2012 — 2014
MBA, Entrepreneurship and Finance
Columbia University - School of International and Public Affairs 2012 — 2014
Masters of International Affairs, Urban Policy
United States Military Academy at West Point 1998 — 2002
Bachelor of Science, International Relations
Amazon November 2014 - Present
Citigroup June 2013 - August 2013
US Army April 2011 - October 2011
US Army March 2009 - March 2011
US Army December 2006 - July 2008
US Army July 2005 - August 2006
US Army June 2004 - July 2005
US Army May 2003 - June 2004
Skills
Military Experience, Military, Army, Leadership, Management, Counterinsurgency, International Affairs, Finance, Logistics, Combat, International Relations, Training, Operational Planning
Education
Columbia University - Columbia Business School 2012 — 2014
MBA, Entrepreneurship and Finance
Columbia University - School of International and Public Affairs 2012 — 2014
Masters of International Affairs, Urban Policy
United States Military Academy at West Point 1998 — 2002
Bachelor of Science, International Relations
Rafael Soeda Rafael Soeda's Citigroup Experience July 2010 - Present
Job Managing Director at Citigroup
Industry Banking
Experience
Citigroup July 2010 - Present
JPMorgan August 1997 - February 2010
Condor Insurance Company (Peru) 1994 - 1995
AFP Megafondo (Peru) 1993 - 1994
Skills
Emerging Markets, Private Equity, Mergers & Acquisitions, Investments, Equities, Fixed Income, Finance, Restructuring, Strategy, Banking, Financial Services, Financial Risk, Executive Management, Acquisitions, Loans, Financial Institutions, Analysis, Divestitures, Special Situations, Treasury, Investment Banking, Capital Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Universidad del Pacífico (PE) 1985 — 1990
BA, Finance
Citigroup July 2010 - Present
JPMorgan August 1997 - February 2010
Condor Insurance Company (Peru) 1994 - 1995
AFP Megafondo (Peru) 1993 - 1994
Skills
Emerging Markets, Private Equity, Mergers & Acquisitions, Investments, Equities, Fixed Income, Finance, Restructuring, Strategy, Banking, Financial Services, Financial Risk, Executive Management, Acquisitions, Loans, Financial Institutions, Analysis, Divestitures, Special Situations, Treasury, Investment Banking, Capital Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Universidad del Pacífico (PE) 1985 — 1990
BA, Finance
Ron Wechsler Ron Wechsler's Citigroup Experience July 2001 - January 2008
Job Executive Vice President at The Bancorp Bank
Industry Commercial Real Estate
Experience
The Bancorp Bank March 2012 - Present
RAIT August 2008 - January 2012
Wechsler Capital February 2008 - December 2008
Citigroup July 2001 - January 2008
GMAC November 2000 - July 2001
Paine Webber March 1997 - November 2000
Fitch August 1990 - March 1997
Lehman Brothers 1986 - 1990
Smith Barney Real Estate Corp. 1982 - 1985
The Prudential Insurance Company 1979 - 1982
Skills
Commercial Real Estate..., CMBS Origination, Commercial Mortgage..., Mezzanine Lending
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance
Cornell University 1975 — 1977
BA, Government
University of Rochester 1973 — 1975
John F. Kennedy High School 1970 — 1973
High School
The Bancorp Bank March 2012 - Present
RAIT August 2008 - January 2012
Wechsler Capital February 2008 - December 2008
Citigroup July 2001 - January 2008
GMAC November 2000 - July 2001
Paine Webber March 1997 - November 2000
Fitch August 1990 - March 1997
Lehman Brothers 1986 - 1990
Smith Barney Real Estate Corp. 1982 - 1985
The Prudential Insurance Company 1979 - 1982
Skills
Commercial Real Estate..., CMBS Origination, Commercial Mortgage..., Mezzanine Lending
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance
Cornell University 1975 — 1977
BA, Government
University of Rochester 1973 — 1975
John F. Kennedy High School 1970 — 1973
High School
Devjoy Sengupta Devjoy Sengupta's Citigroup Experience June 2009 - June 2012
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Oliver Wyman July 2012 - July 2014
Citigroup June 2009 - June 2012
Skills
Corporate Finance, Investment Banking, Strategy, Financial Modeling, Capital Markets, Management Consulting, Fixed Income, Economics, Regulatory Capital, Financial Services, Market Research, Due Diligence
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Princeton University 2005 — 2009
Bachelor of Arts (A.B.), Woodrow Wilson School of Public and International Affairs
Oliver Wyman July 2012 - July 2014
Citigroup June 2009 - June 2012
Skills
Corporate Finance, Investment Banking, Strategy, Financial Modeling, Capital Markets, Management Consulting, Fixed Income, Economics, Regulatory Capital, Financial Services, Market Research, Due Diligence
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Princeton University 2005 — 2009
Bachelor of Arts (A.B.), Woodrow Wilson School of Public and International Affairs
Carlos Abreu Carlos Abreu's Citigroup Experience 2002 - 2004
Job Director Global Channels & Strategic Partnerships at First Solar
Industry Renewables & Environment
Experience
First Solar 2015 - Present
First Solar 2014 - 2015
Powerhive 2012 - 2014
Pacific Gas & Electric (PG&E) 2007 - 2014
DAI 2004 - 2007
Citigroup 2002 - 2004
Citigroup 2001 - 2001
United Nations Development Programme (UNDP) May 2000 - August 2000
United Nations Development Programme (UNDP) January 2000 - May 2000
Arthur Andersen Business Consulting 1998 - 1999
Education
Columbia University - Columbia Business School 1999 — 2002
MBA
Columbia University - School of International and Public Affairs 1999 — 2002
MIA
University of California, Los Angeles
BA
First Solar 2015 - Present
First Solar 2014 - 2015
Powerhive 2012 - 2014
Pacific Gas & Electric (PG&E) 2007 - 2014
DAI 2004 - 2007
Citigroup 2002 - 2004
Citigroup 2001 - 2001
United Nations Development Programme (UNDP) May 2000 - August 2000
United Nations Development Programme (UNDP) January 2000 - May 2000
Arthur Andersen Business Consulting 1998 - 1999
Education
Columbia University - Columbia Business School 1999 — 2002
MBA
Columbia University - School of International and Public Affairs 1999 — 2002
MIA
University of California, Los Angeles
BA
Sunny Sun, FRM's Citigroup Experience August 2007 - September 2007
Job MBA Candidate at Columbia Business School, Certified FRM, CFA Level III Passed
Industry Financial Services
Experience
Crane & Co., Inc. 2013 - 2015
Wyndham Worldwide 2012 - 2013
Simon Graduate School of Business, University of Rochester 2011 - 2012
Deloitte Touche Tohmatsu 2010 - 2011
Ivan Investment Company Ltd 2010 - 2010
China Merchants Bank July 2009 - September 2009
Prada April 2009 - May 2009
Citigroup August 2007 - September 2007
Skills
VBA, Analytics, Data Analysis, Quantitative Analytics, Business Analysis, Revenue Analysis, Risk Analysis, Ad Hoc Reporting, Forecasting, Budget, Yield Management, Business Valuation, Financial Modeling, Risk Management, Auditing, Internet Research, Performance Measurement, Valuation, Budgets, Investments, Finance, Capital Markets, Portfolio Management, Moody's RiskAnalyst, International Banking..., Financial Statement..., Credit Analysis, Business Objects, Analysis, Competitive Analysis, Strategy, Bloomberg, Equities, Accounting, Access, Financial Analysis, Private Equity, Financial Risk, Managerial Finance, Investment Banking, Pricing, Economics, Leadership, Bloomberg Terminal, Hedge Funds
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master of Science (M.S.), Finance, 3.71
Shanghai Jiao Tong University 2006 — 2010
Bachelor of Science, Economics, 3.75
Crane & Co., Inc. 2013 - 2015
Wyndham Worldwide 2012 - 2013
Simon Graduate School of Business, University of Rochester 2011 - 2012
Deloitte Touche Tohmatsu 2010 - 2011
Ivan Investment Company Ltd 2010 - 2010
China Merchants Bank July 2009 - September 2009
Prada April 2009 - May 2009
Citigroup August 2007 - September 2007
Skills
VBA, Analytics, Data Analysis, Quantitative Analytics, Business Analysis, Revenue Analysis, Risk Analysis, Ad Hoc Reporting, Forecasting, Budget, Yield Management, Business Valuation, Financial Modeling, Risk Management, Auditing, Internet Research, Performance Measurement, Valuation, Budgets, Investments, Finance, Capital Markets, Portfolio Management, Moody's RiskAnalyst, International Banking..., Financial Statement..., Credit Analysis, Business Objects, Analysis, Competitive Analysis, Strategy, Bloomberg, Equities, Accounting, Access, Financial Analysis, Private Equity, Financial Risk, Managerial Finance, Investment Banking, Pricing, Economics, Leadership, Bloomberg Terminal, Hedge Funds
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master of Science (M.S.), Finance, 3.71
Shanghai Jiao Tong University 2006 — 2010
Bachelor of Science, Economics, 3.75
Ian Yeoh's Citigroup Experience 2006 - 2007
Job Senior Credit Professional
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation 2008 - Present
Citigroup 2006 - 2007
Societe Generale 2006 - 2006
Mizuho Corporate Bank 2000 - 2006
DG Bank 1998 - 2000
Citibank 1995 - 1998
Merchant Banking Company 1992 - 1995
Banque Paribas 1988 - 1990
Morgan Stanley 1987 - 1988
Skills
Leveraged Finance, Structured Finance, Financial Institutions, Credit Analysis, Project Finance, Public Finance, Cash Flow Forecasting, Latin American Finance, Corporate Finance..., Energy Sector Finance, Aircraft Finance, Lease Finance, Mergers & Acquisitions, Workouts and Bankruptcy, Corporate Finance
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance
Columbia University - School of International and Public Affairs 1990 — 1991
MIA, International Affairs
Columbia University in the City of New York 1984 — 1987
BA, Economics
Harvard University
Real Estate Devlopment and Finance and Advanced Corporate Finance.
Sumitomo Mitsui Banking Corporation 2008 - Present
Citigroup 2006 - 2007
Societe Generale 2006 - 2006
Mizuho Corporate Bank 2000 - 2006
DG Bank 1998 - 2000
Citibank 1995 - 1998
Merchant Banking Company 1992 - 1995
Banque Paribas 1988 - 1990
Morgan Stanley 1987 - 1988
Skills
Leveraged Finance, Structured Finance, Financial Institutions, Credit Analysis, Project Finance, Public Finance, Cash Flow Forecasting, Latin American Finance, Corporate Finance..., Energy Sector Finance, Aircraft Finance, Lease Finance, Mergers & Acquisitions, Workouts and Bankruptcy, Corporate Finance
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance
Columbia University - School of International and Public Affairs 1990 — 1991
MIA, International Affairs
Columbia University in the City of New York 1984 — 1987
BA, Economics
Harvard University
Real Estate Devlopment and Finance and Advanced Corporate Finance.
Dayna English Dayna English's Citigroup Experience January 2000 - January 2006
Job Mathematics Teacher at the Urban Assembly School for Desgin and Construction
Industry Education Management
Experience
Humanities II New Visions Charter July 2014 - Present
Sarah T. Reed November 2012 - July 2014
Carver Collegiate Academy July 2012 - December 2012
Kipp Renaissance High School August 2011 - August 2012
KIPP New Orleans 2011 - 2012
The City of New York - Department of Education August 2008 - August 2011
Merrill Lynch September 2005 - August 2008
Merrill Lynch 1990 - 2008
Merrill Lynch Investment Banking 1990 - 2008
Citigroup January 2000 - January 2006
Skills
Management Consulting, International..., Spanish & Portuguese
Education
Lehigh University 2014 — 2015
Master’s Degree, UPAL - Urban Principal's Academy at Lehigh University
Fordham University 2008 — 2010
M.A, Education; Secondary Mathematics
Columbia University 1990 — 1991
Masters, Business Administration - Finance
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance
Universidad de Madrid 1978 — 1980
B.A, Economics and Spanish
1990Columbia University
M.B.A./M.A, International Affairs/Economics
middle and high school 1968 — 1975
Honors Program, International Finance and Law and Economics
Humanities II New Visions Charter July 2014 - Present
Sarah T. Reed November 2012 - July 2014
Carver Collegiate Academy July 2012 - December 2012
Kipp Renaissance High School August 2011 - August 2012
KIPP New Orleans 2011 - 2012
The City of New York - Department of Education August 2008 - August 2011
Merrill Lynch September 2005 - August 2008
Merrill Lynch 1990 - 2008
Merrill Lynch Investment Banking 1990 - 2008
Citigroup January 2000 - January 2006
Skills
Management Consulting, International..., Spanish & Portuguese
Education
Lehigh University 2014 — 2015
Master’s Degree, UPAL - Urban Principal's Academy at Lehigh University
Fordham University 2008 — 2010
M.A, Education; Secondary Mathematics
Columbia University 1990 — 1991
Masters, Business Administration - Finance
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance
Universidad de Madrid 1978 — 1980
B.A, Economics and Spanish
1990Columbia University
M.B.A./M.A, International Affairs/Economics
middle and high school 1968 — 1975
Honors Program, International Finance and Law and Economics
Susie Gleeson Buffam Susie Gleeson Buffam's Citigroup Experience December 2003 - March 2005
Job Executive Consultant at eg Solutions
Industry Information Technology and Services
Experience
eg solutions plc April 2015 - Present
Vertex Business Services July 2007 - July 2013
Vertex Business Services December 2008 - April 2011
Vertex Data Science July 2007 - December 2008
RBS Card Services 2005 - 2007
Citigroup December 2003 - March 2005
Barclaycard US (formerly Juniper) 2000 - 2003
Goldman Sachs 1998 - 2000
Skills
Customer Experience, Call Center, Service Delivery, Customer Relations, Customer Satisfaction, Shared Services, Business Process..., Operations Management, BPO, Outsourcing, Process Engineering, Change Management, Process Improvement, Performance Management, Vendor Management, Call Centers, Start-ups, CRM, Product Management, Strategy, Mergers & Acquisitions, Business Development, Leadership, Customer Service, Management, Business Analysis, Training, Forecasting, Business Planning, Project Planning, Business Strategy, Enterprise Software, Executive Management, Analysis
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Eastern University 1987 — 1998
M.Ed., Multicultural Education
Wheaton College 1992 — 1995
BA, English Literature
Lehigh University 1990 — 1991
eg solutions plc April 2015 - Present
Vertex Business Services July 2007 - July 2013
Vertex Business Services December 2008 - April 2011
Vertex Data Science July 2007 - December 2008
RBS Card Services 2005 - 2007
Citigroup December 2003 - March 2005
Barclaycard US (formerly Juniper) 2000 - 2003
Goldman Sachs 1998 - 2000
Skills
Customer Experience, Call Center, Service Delivery, Customer Relations, Customer Satisfaction, Shared Services, Business Process..., Operations Management, BPO, Outsourcing, Process Engineering, Change Management, Process Improvement, Performance Management, Vendor Management, Call Centers, Start-ups, CRM, Product Management, Strategy, Mergers & Acquisitions, Business Development, Leadership, Customer Service, Management, Business Analysis, Training, Forecasting, Business Planning, Project Planning, Business Strategy, Enterprise Software, Executive Management, Analysis
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Eastern University 1987 — 1998
M.Ed., Multicultural Education
Wheaton College 1992 — 1995
BA, English Literature
Lehigh University 1990 — 1991
Giselle Leung Giselle Leung's Citigroup Experience June 2006 - August 2006
Job Director at The Global Impact Investing Network
Industry International Trade and Development
Experience
The Global Impact Investing Network March 2015 - Present
Global Impact Investing Network July 2013 - March 2015
Global Impact Investing Network January 2010 - June 2013
Enterprise Solutions to Poverty July 2008 - December 2009
REDF June 2007 - August 2007
Citigroup June 2006 - August 2006
House International Relations Committee - Western Hemisphere Subcommittee January 2005 - May 2005
Peace Corps - Panama September 2002 - January 2005
Braun Consulting June 2000 - August 2002
Cambridge Associates 1998 - 2000
Skills
Social Entrepreneurship, Social Enterprise, Start-ups, International..., Entrepreneurship, Emerging Markets, Business Strategy, Nonprofits, Non-profits, Strategic Partnerships, Microfinance, Program Management, Strategy, Business Development, Private Equity
Education
Columbia University - Columbia Business School
MBA, Management, Social Enterprise
Columbia University - School of International and Public Affairs
Master of International Affairs, International Economic Policy
Harvard University
BA, Psychology
The Global Impact Investing Network March 2015 - Present
Global Impact Investing Network July 2013 - March 2015
Global Impact Investing Network January 2010 - June 2013
Enterprise Solutions to Poverty July 2008 - December 2009
REDF June 2007 - August 2007
Citigroup June 2006 - August 2006
House International Relations Committee - Western Hemisphere Subcommittee January 2005 - May 2005
Peace Corps - Panama September 2002 - January 2005
Braun Consulting June 2000 - August 2002
Cambridge Associates 1998 - 2000
Skills
Social Entrepreneurship, Social Enterprise, Start-ups, International..., Entrepreneurship, Emerging Markets, Business Strategy, Nonprofits, Non-profits, Strategic Partnerships, Microfinance, Program Management, Strategy, Business Development, Private Equity
Education
Columbia University - Columbia Business School
MBA, Management, Social Enterprise
Columbia University - School of International and Public Affairs
Master of International Affairs, International Economic Policy
Harvard University
BA, Psychology
Daniel Tulchin's Citigroup Experience June 2006 - June 2007
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company May 2015 - Present
McKinsey & Company September 2013 - May 2015
Bain & Company June 2012 - August 2012
Training the Street May 2011 - August 2011
Kiva July 2010 - November 2010
Wachovia Securities June 2007 - June 2010
Citigroup June 2006 - June 2007
Skills
Corporate Finance, Valuation, Financial Modeling, Investment Banking, Emerging Markets, Due Diligence, Financial Analysis, Analysis, Business Strategy
Education
Columbia Business School 2011 — 2013
MBA
Georgetown University 2002 — 2006
BS, International Economics, Cum Laude
McKinsey & Company May 2015 - Present
McKinsey & Company September 2013 - May 2015
Bain & Company June 2012 - August 2012
Training the Street May 2011 - August 2011
Kiva July 2010 - November 2010
Wachovia Securities June 2007 - June 2010
Citigroup June 2006 - June 2007
Skills
Corporate Finance, Valuation, Financial Modeling, Investment Banking, Emerging Markets, Due Diligence, Financial Analysis, Analysis, Business Strategy
Education
Columbia Business School 2011 — 2013
MBA
Georgetown University 2002 — 2006
BS, International Economics, Cum Laude
Basudha Raizada Basudha Raizada's Citigroup Experience February 2009 - March 2012
Job Regulatory Capital Management Office (Basel II, Basel III, Basel 2.5), JP Morgan
Industry Banking
Experience
JPMorgan Chase March 2012 - Present
Citigroup February 2009 - March 2012
Modelytics India Pvt Ltd November 2004 - February 2007
IILM - College Of Management Studies June 2002 - May 2003
Citi Group May 2001 - March 2002
Skills
Regulatory capital..., Credit Risk, Risk Management, Quantitative Analytics, Securitization
Education
Columbia University - Columbia Business School 2010 — 2010
Risk Management, Risk Management
T A Pai Management Institute, Manipal 1999 — 2001
MBA, Finance, Marketing
Presidency College 1995 — 1998
Bachelor of Science (BSc), Statistics
JPMorgan Chase March 2012 - Present
Citigroup February 2009 - March 2012
Modelytics India Pvt Ltd November 2004 - February 2007
IILM - College Of Management Studies June 2002 - May 2003
Citi Group May 2001 - March 2002
Skills
Regulatory capital..., Credit Risk, Risk Management, Quantitative Analytics, Securitization
Education
Columbia University - Columbia Business School 2010 — 2010
Risk Management, Risk Management
T A Pai Management Institute, Manipal 1999 — 2001
MBA, Finance, Marketing
Presidency College 1995 — 1998
Bachelor of Science (BSc), Statistics
David Hobbs David Hobbs's Citigroup Experience August 2000 - 2009
Job Managing Partner at Brick Investment Partners LLC
Industry Financial Services
Experience
John N. Fehlinger Co., Inc. July 2015 - Present
Brick Investment Partners LLC 2013 - Present
Brick Consulting Partners LLC 2013 - Present
Compass Advisers 2013 - Present
Compass Advisers 2011 - 2013
Evolution Markets 2009 - 2010
Citigroup August 2000 - 2009
UBS Investment Bank August 1994 - December 1998
Skills
Investment Banking, Derivatives, Venture Capital, Financial Modeling, Finance, Strategy, Mergers & Acquisitions, Fixed Income, Management, Valuation, Mergers, Banking, Energy, Capital Markets, Investments, Hedge Funds, Due Diligence, Financial Analysis, Emerging Markets, Strategic Planning, Private Equity, Business Strategy, Trading, Corporate Finance
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
John N. Fehlinger Co., Inc. July 2015 - Present
Brick Investment Partners LLC 2013 - Present
Brick Consulting Partners LLC 2013 - Present
Compass Advisers 2013 - Present
Compass Advisers 2011 - 2013
Evolution Markets 2009 - 2010
Citigroup August 2000 - 2009
UBS Investment Bank August 1994 - December 1998
Skills
Investment Banking, Derivatives, Venture Capital, Financial Modeling, Finance, Strategy, Mergers & Acquisitions, Fixed Income, Management, Valuation, Mergers, Banking, Energy, Capital Markets, Investments, Hedge Funds, Due Diligence, Financial Analysis, Emerging Markets, Strategic Planning, Private Equity, Business Strategy, Trading, Corporate Finance
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
Andrew Diamond Andrew Diamond's Citigroup Experience 1999 - 2003
Job Vice President at Diamond Investment Properties
Industry Real Estate
Experience
Diamond Investment Properties AssociateJP Morgan Chase2003 - 2004
Citigroup 1999 - 2003
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Real Estate & Finance
Yale University 1995 — 1999
BA, Economics & Political Science
Diamond Investment Properties AssociateJP Morgan Chase2003 - 2004
Citigroup 1999 - 2003
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Real Estate & Finance
Yale University 1995 — 1999
BA, Economics & Political Science
Arin Goldman Arin Goldman's Citigroup Experience 2000 - 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Citigroup 2000 - 2002
Salomon Brothers, Inc. 1982 - 2002
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
University of Michigan School of Public Health
MHSA, Health Planning and Administration
University of Rochester
BA, Biology and Political Science
Citigroup 2000 - 2002
Salomon Brothers, Inc. 1982 - 2002
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
University of Michigan School of Public Health
MHSA, Health Planning and Administration
University of Rochester
BA, Biology and Political Science
Stella Lavy Stella Lavy's Citigroup Experience January 1986 - July 1989
Job Marketing Professional
Industry Telecommunications
Experience
Vonage 2010 - Present
Decor & You August 2005 - December 2008
AT&T May 2004 - July 2005
AT&T November 2001 - May 2004
AT&T October 1997 - October 2001
ADP 1996 - 1997
American Express 1994 - 1996
American Express 1990 - 1993
Citigroup January 1986 - July 1989
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Marketing and Finance
University of California, Berkeley 1981 — 1985
BA, Economics
Vonage 2010 - Present
Decor & You August 2005 - December 2008
AT&T May 2004 - July 2005
AT&T November 2001 - May 2004
AT&T October 1997 - October 2001
ADP 1996 - 1997
American Express 1994 - 1996
American Express 1990 - 1993
Citigroup January 1986 - July 1989
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Marketing and Finance
University of California, Berkeley 1981 — 1985
BA, Economics
Miriam Esteve Miriam Esteve's Citigroup Experience September 2001 - October 2005
Job Consultant/ Investor
Industry Financial Services
Experience
Skein Advisors, LLC October 2012 - Present
Goldman Sachs August 2007 - September 2008
US Trust October 2005 - July 2007
Citigroup September 2001 - October 2005
Japan Bankers Trust November 1997 - January 2000
Bankers Trust (now Deutsche Bank) June 1989 - August 1997
Andersen Consulting (now Accenture) 1985 - 1987
Skills
Wealth Management, Financial Services, Equities, Fixed Income, Asset Management, Alternative Investments, Asset Managment, Capital Markets, Finance, Wealth Management..., Portfolio Management, Hedge Funds, Securities, Investments, Investment Banking, Emerging Markets, Trading, Private Banking, Private Equity, Investment Management, Asset Allocation, Investment Advisory, Banking, Derivatives, Angel Investing
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Operations, Marketing
Harvard University 1981 — 1985
A.B., Applied Mathematics
The Dana Hall School - Wellesley, Mass. 1978 — 1981
High School
Skein Advisors, LLC October 2012 - Present
Goldman Sachs August 2007 - September 2008
US Trust October 2005 - July 2007
Citigroup September 2001 - October 2005
Japan Bankers Trust November 1997 - January 2000
Bankers Trust (now Deutsche Bank) June 1989 - August 1997
Andersen Consulting (now Accenture) 1985 - 1987
Skills
Wealth Management, Financial Services, Equities, Fixed Income, Asset Management, Alternative Investments, Asset Managment, Capital Markets, Finance, Wealth Management..., Portfolio Management, Hedge Funds, Securities, Investments, Investment Banking, Emerging Markets, Trading, Private Banking, Private Equity, Investment Management, Asset Allocation, Investment Advisory, Banking, Derivatives, Angel Investing
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Operations, Marketing
Harvard University 1981 — 1985
A.B., Applied Mathematics
The Dana Hall School - Wellesley, Mass. 1978 — 1981
High School
Lijing Sun's Citigroup Experience 2004 - 2005
Job Director, Product Analytics at HSBC
Industry Financial Services
Experience
HSBC May 2013 - Present
Capital One May 2012 - May 2013
HSBC May 2005 - May 2012
Observer Star&China Business Post/观察星报&财经时报 July 2004 - July 2005
Citigroup 2004 - 2005
Wall Street Multimedia Co. January 2003 - January 2004
Merrill Lynch September 2002 - December 2002
Shanghai Pudong Development Bank July 2000 - July 2001
Skills
Credit Risk, Financial Analysis, Financial Services, Portfolio Management, Financial Modeling, Valuation, Risk Management, Credit Cards, SAS, Emerging Markets, Risk Analytics, Corporate Finance, Finance, Economics, Analytics, Strategy, Start-ups, Predictive Modeling, Loans, Equities, Financial Risk, Credit, Banking, Segmentation, Retail Banking, Predictive Analytics, Cross-functional Team..., Statistical Modeling, Due Diligence, Business Strategy, Management, Bloomberg, Quantitative Analytics
Education
Columbia University - School of International and Public Affairs 2002 — 2004
Master's degree, International Finance & Business
Zhejiang University 1996 — 2000
Bachelor, International Finance
HSBC May 2013 - Present
Capital One May 2012 - May 2013
HSBC May 2005 - May 2012
Observer Star&China Business Post/观察星报&财经时报 July 2004 - July 2005
Citigroup 2004 - 2005
Wall Street Multimedia Co. January 2003 - January 2004
Merrill Lynch September 2002 - December 2002
Shanghai Pudong Development Bank July 2000 - July 2001
Skills
Credit Risk, Financial Analysis, Financial Services, Portfolio Management, Financial Modeling, Valuation, Risk Management, Credit Cards, SAS, Emerging Markets, Risk Analytics, Corporate Finance, Finance, Economics, Analytics, Strategy, Start-ups, Predictive Modeling, Loans, Equities, Financial Risk, Credit, Banking, Segmentation, Retail Banking, Predictive Analytics, Cross-functional Team..., Statistical Modeling, Due Diligence, Business Strategy, Management, Bloomberg, Quantitative Analytics
Education
Columbia University - School of International and Public Affairs 2002 — 2004
Master's degree, International Finance & Business
Zhejiang University 1996 — 2000
Bachelor, International Finance
Tami Ohara Tami Ohara's Citigroup Experience July 2006 - May 2011
Job Vice President at Citigroup
Industry Financial Services
Experience
Citi July 2013 - May 2015
Clayton Dubilier & Rice February 2013 - May 2013
Barclays June 2012 - August 2012
Citigroup July 2006 - May 2011
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Strategy, Investment Banking, Equities, Investments, Analysis, Investor Relations, Economics, Executive Management, Corporate Finance, Capital Markets, Financial Analysis, Private Equity, Due Diligence, Bloomberg, Hedge Funds, Emerging Markets, Fixed Income, Equity Research, Financial Services
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
University of Pennsylvania 2002 — 2006
Bachelor of Arts, Psychology, Health and Societies
Citi July 2013 - May 2015
Clayton Dubilier & Rice February 2013 - May 2013
Barclays June 2012 - August 2012
Citigroup July 2006 - May 2011
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Strategy, Investment Banking, Equities, Investments, Analysis, Investor Relations, Economics, Executive Management, Corporate Finance, Capital Markets, Financial Analysis, Private Equity, Due Diligence, Bloomberg, Hedge Funds, Emerging Markets, Fixed Income, Equity Research, Financial Services
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
University of Pennsylvania 2002 — 2006
Bachelor of Arts, Psychology, Health and Societies
Scott McLaughlin Scott McLaughlin's Citigroup Experience March 2002 - October 2003
Job Managing Director, SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Lazard Capital Markets May 2007 - March 2014
WR Hambrecht + Co 2003 - 2007
Citigroup March 2002 - October 2003
Hambrecht & Quist 1997 - 2001
Hyperion Software 1991 - 1995
Kidder Peabody 1989 - 1991
Skills
Series 7, Series 63, FINRA, Fixed Income, Series 24, Asset Management, Securities, Capital Markets, Hedge Funds, Electronic Trading, Equity Research, Investments, Finance, Equities, Investment Banking, Bloomberg, Alternative Investments, Financial Markets, Equity Trading, Private Equity, Equity Valuation, Valuation, Institutional..., Trading, Series 87, Leadership, Strategic Planning
Education
Columbia University - Columbia Business School
MBA, Finance
Syracuse University
BS, Finance
SunTrust Robinson Humphrey June 2015 - Present
Lazard Capital Markets May 2007 - March 2014
WR Hambrecht + Co 2003 - 2007
Citigroup March 2002 - October 2003
Hambrecht & Quist 1997 - 2001
Hyperion Software 1991 - 1995
Kidder Peabody 1989 - 1991
Skills
Series 7, Series 63, FINRA, Fixed Income, Series 24, Asset Management, Securities, Capital Markets, Hedge Funds, Electronic Trading, Equity Research, Investments, Finance, Equities, Investment Banking, Bloomberg, Alternative Investments, Financial Markets, Equity Trading, Private Equity, Equity Valuation, Valuation, Institutional..., Trading, Series 87, Leadership, Strategic Planning
Education
Columbia University - Columbia Business School
MBA, Finance
Syracuse University
BS, Finance
Brian Holland Brian Holland's Citigroup Experience September 1996 — May 1998
Job
Industry Civic & Social Organization
Experience
1965 July 2011 — October 2012
Johns Hopkins University, Carey Business School February 2011 — June 2012
Urban Institute July 2009 — January 2010
Alexandria-Arlington Workforce Investment Board September 2004 — August 2007
Deloitte August 2005 — January 2007
Strategic Partnerships LLC 1999 — 2005
USDA Graduate School September 2002 — May 2004
Amtrak Customer Advisory Committee 2001 — 2004
Citigroup September 1996 — May 1998
NYC Deputy Mayor for Planning & Economic Development 1994 — 1996
Town of Brentwood 2013 — 2014
National Workforce Development Agency, Cayman Islands 2014 — 2016
DC Department of Employment Services 2016 — 2017
BLH Technologies 2017 — Present
Skills
Economic Development, Policy Analysis, Non-profits, Public Policy, Grant Writing, Program Evaluation, Program Development, Community Outreach, Organizational..., Government, Capacity Building, Workforce Development, Strategic Policy..., K-12 Education, Qualitative Research, Fundraising, Program Management, Nonprofits, Research, Public Speaking, Training, Workshop Facilitation, Analysis, Community Development, Project Planning
Education
University of North Carolina at Chapel Hill 2004 — 2004
Certificate, Invited Participant at Fulbright Summer Institute on Regional Economic Development
Columbia University - Graduate School of Architecture, Planning and Preservation 1988 — 1990
MS, Urban Planning
Columbia University - School of International and Public Affairs 1987 — 1990
MPA, Urban Policy concentration
New York University 1983 — 1987
BA, Politics, cum laude
1965 July 2011 — October 2012
Johns Hopkins University, Carey Business School February 2011 — June 2012
Urban Institute July 2009 — January 2010
Alexandria-Arlington Workforce Investment Board September 2004 — August 2007
Deloitte August 2005 — January 2007
Strategic Partnerships LLC 1999 — 2005
USDA Graduate School September 2002 — May 2004
Amtrak Customer Advisory Committee 2001 — 2004
Citigroup September 1996 — May 1998
NYC Deputy Mayor for Planning & Economic Development 1994 — 1996
Town of Brentwood 2013 — 2014
National Workforce Development Agency, Cayman Islands 2014 — 2016
DC Department of Employment Services 2016 — 2017
BLH Technologies 2017 — Present
Skills
Economic Development, Policy Analysis, Non-profits, Public Policy, Grant Writing, Program Evaluation, Program Development, Community Outreach, Organizational..., Government, Capacity Building, Workforce Development, Strategic Policy..., K-12 Education, Qualitative Research, Fundraising, Program Management, Nonprofits, Research, Public Speaking, Training, Workshop Facilitation, Analysis, Community Development, Project Planning
Education
University of North Carolina at Chapel Hill 2004 — 2004
Certificate, Invited Participant at Fulbright Summer Institute on Regional Economic Development
Columbia University - Graduate School of Architecture, Planning and Preservation 1988 — 1990
MS, Urban Planning
Columbia University - School of International and Public Affairs 1987 — 1990
MPA, Urban Policy concentration
New York University 1983 — 1987
BA, Politics, cum laude
Eric Morgenlender's Citigroup Experience June 2007 - August 2007
Job MBA Candidate, Class of 2016 Columbia Business School
Industry Financial Services
Experience
Columbia Business School August 2014 - Present
Samsung Global Strategy Group June 2015 - August 2015
Eze Software Group February 2013 - July 2014
Eze Software Group August 2009 - January 2013
Eze Software Group August 2008 - July 2009
Citigroup June 2007 - August 2007
Skills
SQL, Strategy, Business Analysis, Management, Program Management, Data Analysis, Business Intelligence, Management Consulting, Product Management, Portfolio Management, Leadership, CRM, Testing, Hedge Funds, Financial Modeling, Analytics, Consulting
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Emory University 2004 — 2008
BA, Major - Mathematics & Economics; Minor - Music
Columbia Business School August 2014 - Present
Samsung Global Strategy Group June 2015 - August 2015
Eze Software Group February 2013 - July 2014
Eze Software Group August 2009 - January 2013
Eze Software Group August 2008 - July 2009
Citigroup June 2007 - August 2007
Skills
SQL, Strategy, Business Analysis, Management, Program Management, Data Analysis, Business Intelligence, Management Consulting, Product Management, Portfolio Management, Leadership, CRM, Testing, Hedge Funds, Financial Modeling, Analytics, Consulting
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Emory University 2004 — 2008
BA, Major - Mathematics & Economics; Minor - Music
Ethan Clary, CFA Ethan Clary, CFA's Citigroup Experience March 2009 - February 2011
Job Executive Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities 2011 - Present
Citigroup March 2009 - February 2011
Citigroup August 2007 - March 2009
Citigroup August 2003 - August 2005
Skills
Interest Rate..., FX Derivatives, Financial Structuring, Insurance Solutions, Japanese Language..., Client Presentation, Sales Presentations, Chartered Financial..., Credit Derivatives, Credit Risk, Structured Products, Variable Annuities, Actuarial Exams, Insurance, CVA, ISDA negotiations, Microsoft Excel, Fixed Income, Bloomberg, Capital Markets, PowerPoint, Hedge Accounting
Education
Columbia Business School 2005 — 2007
Master of Business Administration (MBA), Accounting and Finance
慶応義塾大学 / Keio University 2002 — 2003
Japanese Language Immersion Program
The University of Texas at Austin 1995 — 1998
Bachelor of Arts (B.A.), History, Japanese
Nomura Securities 2011 - Present
Citigroup March 2009 - February 2011
Citigroup August 2007 - March 2009
Citigroup August 2003 - August 2005
Skills
Interest Rate..., FX Derivatives, Financial Structuring, Insurance Solutions, Japanese Language..., Client Presentation, Sales Presentations, Chartered Financial..., Credit Derivatives, Credit Risk, Structured Products, Variable Annuities, Actuarial Exams, Insurance, CVA, ISDA negotiations, Microsoft Excel, Fixed Income, Bloomberg, Capital Markets, PowerPoint, Hedge Accounting
Education
Columbia Business School 2005 — 2007
Master of Business Administration (MBA), Accounting and Finance
慶応義塾大学 / Keio University 2002 — 2003
Japanese Language Immersion Program
The University of Texas at Austin 1995 — 1998
Bachelor of Arts (B.A.), History, Japanese
Will Kennedy Will Kennedy's Citigroup Experience August 2001 - March 2003
Job
Industry Investment Banking
Experience
Venture Capital June 2011 - Present
Goldman Sachs January 2007 - June 2011
Goldman Sachs Asset Management March 2003 - December 2006
Citigroup August 2001 - March 2003
Morgan Stanley June 1999 - June 2001
Skills
Equity Research, Investments, Hedge Funds, Private Equity, Venture Capital, Due Diligence, Financial Modeling, Equities, Investment Banking, Series 7, Emerging Markets, Valuation, Start-ups, Capital Markets, Corporate Finance
Education
Columbia Business School
MBA
University of Wisconsin
BS, Business Administration
Venture Capital June 2011 - Present
Goldman Sachs January 2007 - June 2011
Goldman Sachs Asset Management March 2003 - December 2006
Citigroup August 2001 - March 2003
Morgan Stanley June 1999 - June 2001
Skills
Equity Research, Investments, Hedge Funds, Private Equity, Venture Capital, Due Diligence, Financial Modeling, Equities, Investment Banking, Series 7, Emerging Markets, Valuation, Start-ups, Capital Markets, Corporate Finance
Education
Columbia Business School
MBA
University of Wisconsin
BS, Business Administration
Seth Goodman's Citigroup Experience 2012 - 2014
Job Director, North America Head of Commercial Cards Product Management at Citi
Industry Financial Services
Experience
Citi 2014 - Present
Citigroup 2012 - 2014
Citigroup 2009 - July 2012
Citigroup 2007 - 2009
Citigroup 2006 - 2007
Citigroup 2002 - 2004
Sapient 2000 - 2002
Skills
Strategy, Financial Modeling, Business Development, Valuation, Investments, Emerging Technologies, Financial Services, Product Management, Due Diligence, Finance, Mergers & Acquisitions, Strategic Partnerships, Product Development, Analytics, Cross-functional Team..., Management
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Management
University of Maryland College Park 1995 — 1999
BS, Mechanical Engineering
Citi 2014 - Present
Citigroup 2012 - 2014
Citigroup 2009 - July 2012
Citigroup 2007 - 2009
Citigroup 2006 - 2007
Citigroup 2002 - 2004
Sapient 2000 - 2002
Skills
Strategy, Financial Modeling, Business Development, Valuation, Investments, Emerging Technologies, Financial Services, Product Management, Due Diligence, Finance, Mergers & Acquisitions, Strategic Partnerships, Product Development, Analytics, Cross-functional Team..., Management
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Management
University of Maryland College Park 1995 — 1999
BS, Mechanical Engineering
Aditya Bhise Aditya Bhise's Citigroup Experience June 2008 - July 2008
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Bravia Capital January 2013 - July 2015
Hong Kong Aviation Capital September 2011 - December 2012
Bravia Capital May 2009 - August 2011
United States Congress September 2008 - May 2009
The Blackstone Group July 2008 - August 2008
Citigroup June 2008 - July 2008
Skills
Finance, Risk Management, Microsoft Excel, Business Development, Business Strategy, Aviation, Commercial Aviation, Aircraft Leasing, Marketing, Economics, CRM, Investments, Financial Modeling, Bloomberg, Financial Analysis, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2006 — 2009
Bachelor of Arts, Classics - Latin
University of St. Andrews 2005 — 2006
None, Latin, Mathematics, Economics
Phillips Exeter Academy 2001 — 2005
High School, Classics
Bravia Capital January 2013 - July 2015
Hong Kong Aviation Capital September 2011 - December 2012
Bravia Capital May 2009 - August 2011
United States Congress September 2008 - May 2009
The Blackstone Group July 2008 - August 2008
Citigroup June 2008 - July 2008
Skills
Finance, Risk Management, Microsoft Excel, Business Development, Business Strategy, Aviation, Commercial Aviation, Aircraft Leasing, Marketing, Economics, CRM, Investments, Financial Modeling, Bloomberg, Financial Analysis, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2006 — 2009
Bachelor of Arts, Classics - Latin
University of St. Andrews 2005 — 2006
None, Latin, Mathematics, Economics
Phillips Exeter Academy 2001 — 2005
High School, Classics
Chien-sheng Tsai Chien-sheng Tsai's Citigroup Experience September 1995 - February 2007
Job Data, Analytics & Strategy
Industry Management Consulting
Experience
Tsai & Associates/Premier Venture Partners, Inc. September 1995 - Present
GE Capital February 2015 - April 2015
Blue Buffalo Co December 2012 - March 2013
Deutsche Bank June 2012 - October 2012
The Great Atlantic & Pacific Tea Company May 2011 - June 2011
Wolters Kluwer October 2010 - December 2010
Neotonus, Inc. March 2005 - September 2009
PepsiCo January 2008 - October 2008
Citigroup September 1995 - February 2007
Volvo Cars of North America April 1997 - January 1998
Skills
Data Analytics, Business Intelligence, Essbase, QlikView, VBA, Microsoft Excel, MS Access, Visio, Financial Modeling, Corporate FP&A, Financial Reporting, Business Planning, Business Strategy, Strategic Financial..., Capex, Business Process..., M&A analysis, Finance-IT Liaison, Business Analysis, Financial Statements, Project Development, Policies & Procedures, Project Management, Market Intelligence, Economic Research, Industry Research, RFP, Contract Negotiation, Deal Development, Software Development, Software Documentation, Prospectus, Ghostwriting, Editing, PowerPoint, New Business Development, Direct Sales, Hyperion Enterprise, SQL, SAP FI/CO Configuration, Forecasting, Finance, Operations Management, Mergers & Acquisitions, Financial Analysis, Start-ups, Access, Budgets, Management, Project Planning
Education
Columbia University - Columbia Business School
MBA, Finance & Accounting
Montclair State University
MA, Experimental Psychology
Fairleigh Dickinson University
BA, Psychology; Physics
Tsai & Associates/Premier Venture Partners, Inc. September 1995 - Present
GE Capital February 2015 - April 2015
Blue Buffalo Co December 2012 - March 2013
Deutsche Bank June 2012 - October 2012
The Great Atlantic & Pacific Tea Company May 2011 - June 2011
Wolters Kluwer October 2010 - December 2010
Neotonus, Inc. March 2005 - September 2009
PepsiCo January 2008 - October 2008
Citigroup September 1995 - February 2007
Volvo Cars of North America April 1997 - January 1998
Skills
Data Analytics, Business Intelligence, Essbase, QlikView, VBA, Microsoft Excel, MS Access, Visio, Financial Modeling, Corporate FP&A, Financial Reporting, Business Planning, Business Strategy, Strategic Financial..., Capex, Business Process..., M&A analysis, Finance-IT Liaison, Business Analysis, Financial Statements, Project Development, Policies & Procedures, Project Management, Market Intelligence, Economic Research, Industry Research, RFP, Contract Negotiation, Deal Development, Software Development, Software Documentation, Prospectus, Ghostwriting, Editing, PowerPoint, New Business Development, Direct Sales, Hyperion Enterprise, SQL, SAP FI/CO Configuration, Forecasting, Finance, Operations Management, Mergers & Acquisitions, Financial Analysis, Start-ups, Access, Budgets, Management, Project Planning
Education
Columbia University - Columbia Business School
MBA, Finance & Accounting
Montclair State University
MA, Experimental Psychology
Fairleigh Dickinson University
BA, Psychology; Physics
Keith Allman's Citigroup Experience June 2004 - 2007
Job Director at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank May 2013 - Present
Bamboo Finance May 2010 - April 2013
Pearl Street Capital Group July 2009 - May 2010
NSM Capital Management February 2007 - July 2009
Citigroup Global Special Situations Group 2006 - 2007
Citigroup June 2004 - 2007
MBIA Corporation November 2000 - June 2004
Skills
Minority Debt & Equity..., Financial Modeling, Alternative Investments, Foreign Investment, Emerging Markets, Private Equity, Equity Valuation, Business Valuation, DCF Valuation, Valuation Modeling, Monte Carlo Simulation, Structured Finance, Structured Products, Structured Investments, Structured Documentation, Deal Sourcing, Financial Structuring, Minorities, Debt, Valuation, Equities, Capital Markets, Investment Banking, Investments, Due Diligence, Credit Risk, Portfolio Management, Hedge Funds, Finance, Bonds, ABS, Funding, Quantitative Finance, DCF, Financial Risk, Securitization, Project Finance, Mutual Funds, Fixed Income, Fund Of Funds, Financial Services, CDO, Investment Management, Bloomberg, Credit, Derivatives, Credit Derivatives, Quantitative Analytics
Education
Columbia University - School of International and Public Affairs 2000 — 2002
MIA
University of California, Los Angeles 1995 — 1999
BA
Deutsche Bank May 2013 - Present
Bamboo Finance May 2010 - April 2013
Pearl Street Capital Group July 2009 - May 2010
NSM Capital Management February 2007 - July 2009
Citigroup Global Special Situations Group 2006 - 2007
Citigroup June 2004 - 2007
MBIA Corporation November 2000 - June 2004
Skills
Minority Debt & Equity..., Financial Modeling, Alternative Investments, Foreign Investment, Emerging Markets, Private Equity, Equity Valuation, Business Valuation, DCF Valuation, Valuation Modeling, Monte Carlo Simulation, Structured Finance, Structured Products, Structured Investments, Structured Documentation, Deal Sourcing, Financial Structuring, Minorities, Debt, Valuation, Equities, Capital Markets, Investment Banking, Investments, Due Diligence, Credit Risk, Portfolio Management, Hedge Funds, Finance, Bonds, ABS, Funding, Quantitative Finance, DCF, Financial Risk, Securitization, Project Finance, Mutual Funds, Fixed Income, Fund Of Funds, Financial Services, CDO, Investment Management, Bloomberg, Credit, Derivatives, Credit Derivatives, Quantitative Analytics
Education
Columbia University - School of International and Public Affairs 2000 — 2002
MIA
University of California, Los Angeles 1995 — 1999
BA
Richard Wada Richard Wada's Citigroup Experience 2002 - 2004
Job
Industry Financial Services
Experience
Citi Global Consumer Bank August 2014 - Present
Citibank North America January 2012 - August 2014
Citibank North America January 2006 - January 2012
Citibank North America December 2004 - 2005
Citigroup 2002 - 2004
Paradigm Investment Services dba MarketPlayer.com 1998 - 2002
JUSTSYSTEM INC. 1996 - 1998
AMERICAN EXPRESS TRAVEL RELATED SERVICES COMPANY, INC. 1992 - 1996
BACKER SPIELVOGEL BATES ADVERTISING 1989 - 1992
Skills
Strategy, Retail Banking, Credit Cards, Banking, Business Development, Credit, Financial Analysis, Portfolio Management, Consumer Lending, Business Planning, Loans, Finance, Management, Financial Services, Leadership, Relationship Management, Sales
Education
Columbia University - Columbia Business School
MBA
Williams College
BA
Citi Global Consumer Bank August 2014 - Present
Citibank North America January 2012 - August 2014
Citibank North America January 2006 - January 2012
Citibank North America December 2004 - 2005
Citigroup 2002 - 2004
Paradigm Investment Services dba MarketPlayer.com 1998 - 2002
JUSTSYSTEM INC. 1996 - 1998
AMERICAN EXPRESS TRAVEL RELATED SERVICES COMPANY, INC. 1992 - 1996
BACKER SPIELVOGEL BATES ADVERTISING 1989 - 1992
Skills
Strategy, Retail Banking, Credit Cards, Banking, Business Development, Credit, Financial Analysis, Portfolio Management, Consumer Lending, Business Planning, Loans, Finance, Management, Financial Services, Leadership, Relationship Management, Sales
Education
Columbia University - Columbia Business School
MBA
Williams College
BA
Anthony Mannara Anthony Mannara's Citigroup Experience October 1990 - March 1994
Job Investment Banker at JPP Eurosecurities, Inc. New York, a subsidiary of Intermonte SIM Milan, Italy
Industry Financial Services
Experience
JPP Eurosecurities, Inc. / Intermonte Group February 2013 - Present
FIRST EUROPE LLC July 2002 - February 2013
MAMCO SA, Lugano Switzerland April 1999 - June 2002
I-Bankers Securities, Inc. January 1998 - April 1999
Banca Leonardo (Formerly Milla & Co. SIM) March 1994 - December 1998
Citigroup October 1990 - March 1994
UniCredit (Formerly Credito Italiano) January 1988 - October 1990
UBS Investment Bank (Formerly PaineWebber) June 1986 - January 1988
J.P. Morgan June 1980 - May 1984
Lehman Brothers June 1975 - June 1979
Skills
Corporate Finance, Private Equity, Financial Modeling, Due Diligence, Investments, Financial Analysis, Mergers & Acquisitions, Distressed..., Corporate Valuations, Corporate Strategy &..., Negotiations, Relationship Management, Hedge Fund Management, International..., Business Development, Mergers, International, Hedge Funds, Valuation, Investment Banking, Equities, Asset Management, Strategy, Finance, Corporations, Negotiation, Equity Research, Financial Services, Banking, IPO, Mutual Funds, Credit Analysis, Series 7, Capital Markets, Financial Markets, Analysis, Portfolio Management, Fixed Income, Structured Finance, Financial Structuring, Loans, Securities, Restructuring, Trading, Series 63, Commercial Banking, Investment Strategies, Corporate Development, M&A experience, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance / Marketing
Vassar College
Bachelor's Degree, Economics
Trinity School - New York
High School
JPP Eurosecurities, Inc. / Intermonte Group February 2013 - Present
FIRST EUROPE LLC July 2002 - February 2013
MAMCO SA, Lugano Switzerland April 1999 - June 2002
I-Bankers Securities, Inc. January 1998 - April 1999
Banca Leonardo (Formerly Milla & Co. SIM) March 1994 - December 1998
Citigroup October 1990 - March 1994
UniCredit (Formerly Credito Italiano) January 1988 - October 1990
UBS Investment Bank (Formerly PaineWebber) June 1986 - January 1988
J.P. Morgan June 1980 - May 1984
Lehman Brothers June 1975 - June 1979
Skills
Corporate Finance, Private Equity, Financial Modeling, Due Diligence, Investments, Financial Analysis, Mergers & Acquisitions, Distressed..., Corporate Valuations, Corporate Strategy &..., Negotiations, Relationship Management, Hedge Fund Management, International..., Business Development, Mergers, International, Hedge Funds, Valuation, Investment Banking, Equities, Asset Management, Strategy, Finance, Corporations, Negotiation, Equity Research, Financial Services, Banking, IPO, Mutual Funds, Credit Analysis, Series 7, Capital Markets, Financial Markets, Analysis, Portfolio Management, Fixed Income, Structured Finance, Financial Structuring, Loans, Securities, Restructuring, Trading, Series 63, Commercial Banking, Investment Strategies, Corporate Development, M&A experience, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance / Marketing
Vassar College
Bachelor's Degree, Economics
Trinity School - New York
High School
Rodney Caswell Rodney Caswell's Citigroup Experience May 2004 - October 2006
Job Project Manager, IT at Resumark Inc.
Industry Information Technology and Services
Experience
Resumark Inc. March 2009 - Present
RJC Associates October 2006 - February 2009
Citigroup May 2004 - October 2006
Education
Columbia University - Columbia Business School 1989 — 1993
Business Mnt, Finance
Resumark Inc. March 2009 - Present
RJC Associates October 2006 - February 2009
Citigroup May 2004 - October 2006
Education
Columbia University - Columbia Business School 1989 — 1993
Business Mnt, Finance
Jonathan Breen's Citigroup Experience June 2006 - February 2007
Job Director at Edgewood Capital Advisors
Industry Real Estate
Experience
Edgewood Capital Advisors March 2011 - Present
Summit Development February 2007 - May 2010
Citigroup June 2006 - February 2007
AIG July 2003 - May 2006
Vornado Realty Trust January 2003 - June 2003
Earth Tech (now part of AECOM) December 1998 - August 2002
Structure Tone June 1998 - December 1998
Skills
Real Estate Development, Due Diligence, Asset Management, Real Estate, Investments, Commercial Real Estate, Financial Modeling, Investment Properties, Private Equity, Property Management, Portfolio Management, Financial Analysis
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2002 — 2003
MS
Cornell University 1994 — 1998
BS
Horace Greeley High School 1990 — 1994
Edgewood Capital Advisors March 2011 - Present
Summit Development February 2007 - May 2010
Citigroup June 2006 - February 2007
AIG July 2003 - May 2006
Vornado Realty Trust January 2003 - June 2003
Earth Tech (now part of AECOM) December 1998 - August 2002
Structure Tone June 1998 - December 1998
Skills
Real Estate Development, Due Diligence, Asset Management, Real Estate, Investments, Commercial Real Estate, Financial Modeling, Investment Properties, Private Equity, Property Management, Portfolio Management, Financial Analysis
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2002 — 2003
MS
Cornell University 1994 — 1998
BS
Horace Greeley High School 1990 — 1994
Aaron Miller's Citigroup Experience January 2007 - August 2008
Job Commercial Real Estate Loan Originations at TD Bank Group
Industry Real Estate
Experience
TD Bank Group April 2012 - Present
NORD/LB August 2008 - March 2012
Citigroup January 2007 - August 2008
North Fork Bank May 2006 - January 2007
Monroe Center Development Corporation July 2005 - September 2005
Hypo Real Estate Capital Corporation February 2005 - June 2005
US Army 1999 - 2004
Skills
Real Estate Finance, Real Estate Development, Real Estate, Financial Modeling, Risk Management, Real Estate Economics, Portfolio Management, Commercial Real Estate, Loans, Management, Leadership, Finance, Investments, Due Diligence, Business Development, Property, Structured Finance, Project Management
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
United States Military Academy at West Point 1995 — 1999
BS
TD Bank Group April 2012 - Present
NORD/LB August 2008 - March 2012
Citigroup January 2007 - August 2008
North Fork Bank May 2006 - January 2007
Monroe Center Development Corporation July 2005 - September 2005
Hypo Real Estate Capital Corporation February 2005 - June 2005
US Army 1999 - 2004
Skills
Real Estate Finance, Real Estate Development, Real Estate, Financial Modeling, Risk Management, Real Estate Economics, Portfolio Management, Commercial Real Estate, Loans, Management, Leadership, Finance, Investments, Due Diligence, Business Development, Property, Structured Finance, Project Management
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
United States Military Academy at West Point 1995 — 1999
BS
Nicole Foo's Citigroup Experience May 2009 - Present
Job Citigroup
Industry Financial Services
Experience
Citigroup May 2009 - Present
Citigroup September 2007 - April 2009
Lehman Brothers 2002 - 2005
Education
Columbia University - Columbia Business School 2005 — 2007
Northwestern University
Citigroup May 2009 - Present
Citigroup September 2007 - April 2009
Lehman Brothers 2002 - 2005
Education
Columbia University - Columbia Business School 2005 — 2007
Northwestern University
Oona Robinson's Citigroup Experience March 2005 - June 2008
Job Deputy CFO , Webster Bank
Industry Financial Services
Experience
Webster Bank August 2015 - Present
OneMain Financial October 2013 - July 2015
Citi September 2012 - September 2013
Citi January 2011 - September 2012
Citigroup, Student Loan Corporation June 2008 - December 2010
Citigroup March 2005 - June 2008
CIBC World Markets 1996 - 2005
Skills
Capital Markets, Securitization, Cash Management, Strategic Planning, Portfolio Management, Financial Analysis, Due Diligence, Banking, Derivatives, Treasury Management, Corporate Finance, Mergers & Acquisitions, Risk Management, Bloomberg, Treasury, Analysis, Trading
Education
Columbia University - Columbia Business School 2000 — 2001
Webster Bank August 2015 - Present
OneMain Financial October 2013 - July 2015
Citi September 2012 - September 2013
Citi January 2011 - September 2012
Citigroup, Student Loan Corporation June 2008 - December 2010
Citigroup March 2005 - June 2008
CIBC World Markets 1996 - 2005
Skills
Capital Markets, Securitization, Cash Management, Strategic Planning, Portfolio Management, Financial Analysis, Due Diligence, Banking, Derivatives, Treasury Management, Corporate Finance, Mergers & Acquisitions, Risk Management, Bloomberg, Treasury, Analysis, Trading
Education
Columbia University - Columbia Business School 2000 — 2001
Philip Murphy's Citigroup Experience April 2008 - January 2010
Job
Industry Public Relations and Communications
Experience
CounterPoint Strategies February 2010 - April 2013
Citigroup April 2008 - January 2010
Pfizer March 2003 - April 2008
Burson-Marsteller July 1996 - December 2002
Ogilvy Adams & Rinehart December 1994 - July 1996
Eagle/Regnery Publishing January 1992 - December 1994
Self-employed November 1993 - November 1994
Skills
Crisis Communications, Strategic Communications, Communication Training, Speech Writing, Newsletters, Internal Communications, Social Media, Marketing Communications, Public Relations, Corporate Communications, Investor Relations, Nonprofits, executive communications, Strategy, Public Affairs, Thought Leadership, Copywriting, Editorial, Corporate Branding, Marketing Strategy, Blogging, Reputation Management, Leadership, Messaging, Message Development, Communications Planning, Media Relations, Corporate Social..., Press Releases, Crisis Management, Spokesperson, Reputation, Integrated Marketing, Parking, Off-color Italian Hand...
Education
Columbia University - School of International and Public Affairs 1984 — 1986
The George Washington University 1978 — 1982
Loyola School 1974 — 1978
CounterPoint Strategies February 2010 - April 2013
Citigroup April 2008 - January 2010
Pfizer March 2003 - April 2008
Burson-Marsteller July 1996 - December 2002
Ogilvy Adams & Rinehart December 1994 - July 1996
Eagle/Regnery Publishing January 1992 - December 1994
Self-employed November 1993 - November 1994
Skills
Crisis Communications, Strategic Communications, Communication Training, Speech Writing, Newsletters, Internal Communications, Social Media, Marketing Communications, Public Relations, Corporate Communications, Investor Relations, Nonprofits, executive communications, Strategy, Public Affairs, Thought Leadership, Copywriting, Editorial, Corporate Branding, Marketing Strategy, Blogging, Reputation Management, Leadership, Messaging, Message Development, Communications Planning, Media Relations, Corporate Social..., Press Releases, Crisis Management, Spokesperson, Reputation, Integrated Marketing, Parking, Off-color Italian Hand...
Education
Columbia University - School of International and Public Affairs 1984 — 1986
The George Washington University 1978 — 1982
Loyola School 1974 — 1978
Carla Ruiz's Citigroup Experience 2006 - 2008
Job Global Head Business Development Beauty & Baby at Johnson & Johnson
Industry Investment Banking
Experience
Johnson & Johnson April 2015 - Present
UBS 2012 - April 2015
HSBC 2009 - 2012
HSBC 2008 - 2009
Citigroup 2006 - 2008
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Modeling, Emerging Markets, Valuation, Private Equity, Strategy
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Universidad del Pacífico (PE)
Johnson & Johnson April 2015 - Present
UBS 2012 - April 2015
HSBC 2009 - 2012
HSBC 2008 - 2009
Citigroup 2006 - 2008
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Modeling, Emerging Markets, Valuation, Private Equity, Strategy
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Universidad del Pacífico (PE)
Aanchal Kochhar's Citigroup Experience February 2007 - October 2010
Job Global Payment Strategy
Industry Financial Services
Experience
Citi July 2015 - Present
Citi April 2014 - July 2015
Affinnova October 2010 - March 2014
Citigroup February 2007 - October 2010
Catalina Marketing October 2005 - February 2007
Catalina Marketing September 2003 - October 2005
Skills
Business Strategy, Marketing Strategy, Product Innovation, New Business Development, Strategic Planning, Payments, Consumer Finance, FMCG, Innovation, Innovation Consulting, Product Design, Campaign Strategy..., Product Marketing, Marketing Effectiveness, Account Management, Credit Cards, Competitive Analysis, Market Analysis, Financial Modeling, Customer Insight, Strategic Partnerships, Analytics, Marketing, Brand Management
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
The University of Akron 2002 — 2003
M.S., Statistics
Lady Shri Ram College, University of Delhi 1998 — 2001
BS, Statistics
Citi July 2015 - Present
Citi April 2014 - July 2015
Affinnova October 2010 - March 2014
Citigroup February 2007 - October 2010
Catalina Marketing October 2005 - February 2007
Catalina Marketing September 2003 - October 2005
Skills
Business Strategy, Marketing Strategy, Product Innovation, New Business Development, Strategic Planning, Payments, Consumer Finance, FMCG, Innovation, Innovation Consulting, Product Design, Campaign Strategy..., Product Marketing, Marketing Effectiveness, Account Management, Credit Cards, Competitive Analysis, Market Analysis, Financial Modeling, Customer Insight, Strategic Partnerships, Analytics, Marketing, Brand Management
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
The University of Akron 2002 — 2003
M.S., Statistics
Lady Shri Ram College, University of Delhi 1998 — 2001
BS, Statistics
Anmol Sinha's Citigroup Experience May 2006 - July 2007
Job Product Manager at PIMCO
Industry Investment Management
Experience
PIMCO August 2014 - Present
Columbia Business School August 2012 - May 2014
PIMCO June 2013 - August 2013
NERA Economic Consulting July 2011 - July 2012
NERA Economic Consulting February 2009 - July 2011
NERA Economic Consulting July 2007 - February 2009
Citigroup May 2006 - July 2007
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
New York University 2005 — 2007
M.A., Economics
University of California, Berkeley 2001 — 2005
B.A., Economics
PIMCO August 2014 - Present
Columbia Business School August 2012 - May 2014
PIMCO June 2013 - August 2013
NERA Economic Consulting July 2011 - July 2012
NERA Economic Consulting February 2009 - July 2011
NERA Economic Consulting July 2007 - February 2009
Citigroup May 2006 - July 2007
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
New York University 2005 — 2007
M.A., Economics
University of California, Berkeley 2001 — 2005
B.A., Economics
Lance Zhou, CAIA's Citigroup Experience 2005 - 2007
Job Senior Investment Analyst at Abbott Capital Management, LLC
Industry Financial Services
Experience
Abbott Capital Management, LLC 2011 - Present
Abbott Capital Management 2007 - 2011
Citigroup 2005 - 2007
Skills
Alternative Investments, Analysis, Private Equity, Due Diligence, Asset Allocation, Finance, Banking, Financial Analysis, Asset Management, Fund Accounting, Investments
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
State University of New York College at Geneseo 2001 — 2005
Bachelor’s Degree, Business Administration
High School of Economics & Finance
Abbott Capital Management, LLC 2011 - Present
Abbott Capital Management 2007 - 2011
Citigroup 2005 - 2007
Skills
Alternative Investments, Analysis, Private Equity, Due Diligence, Asset Allocation, Finance, Banking, Financial Analysis, Asset Management, Fund Accounting, Investments
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
State University of New York College at Geneseo 2001 — 2005
Bachelor’s Degree, Business Administration
High School of Economics & Finance
Wendy Preston's Citigroup Experience 1997 - 2000
Job HR Director at New York Conservatory for Dramatic Arts
Industry Human Resources
Experience
New York Conservatory for Dramatic Arts August 2004 - July 2014
Self-employed 2004 - 2010
Carat 2000 - 2002
Citigroup 1997 - 2000
FPG International 1995 - 1997
Chemical Bank 1993 - March 1995
Chemical Bank 1991 - 1993
Chemical Bank January 1986 - 1991
Chemical Bank November 1984 - January 1986
Chase Manhattan Corporation June 1982 - October 1984
Skills
Deferred Compensation, Talent Management, Employee Relations, Onboarding, Human Resources, Benefits Administration, Coaching, Personnel Management, Resume Writing, Leadership Development, Workforce Planning, Career Development, HR Policies, Succession Planning
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Management
Princeton University 1975 — 1979
A.B., Anthropology
Hebrew University of Jerusalem 1977 — 1978
New York Conservatory for Dramatic Arts August 2004 - July 2014
Self-employed 2004 - 2010
Carat 2000 - 2002
Citigroup 1997 - 2000
FPG International 1995 - 1997
Chemical Bank 1993 - March 1995
Chemical Bank 1991 - 1993
Chemical Bank January 1986 - 1991
Chemical Bank November 1984 - January 1986
Chase Manhattan Corporation June 1982 - October 1984
Skills
Deferred Compensation, Talent Management, Employee Relations, Onboarding, Human Resources, Benefits Administration, Coaching, Personnel Management, Resume Writing, Leadership Development, Workforce Planning, Career Development, HR Policies, Succession Planning
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Management
Princeton University 1975 — 1979
A.B., Anthropology
Hebrew University of Jerusalem 1977 — 1978
Kevin Goldstein's Citigroup Experience 1998 - 2001
Job General Manager at PayPal Credit NA
Industry Banking
Experience
PayPal Credit NA June 2014 - Present
Capital One Financial May 2002 - June 2014
Citigroup 1998 - 2001
Wells Fargo 1996 - 1998
First Chicago 1994 - 1996
GE Capital 1991 - 1994
Chase Manhattan Corporation 1989 - 1991
Citibank 1986 - 1989
Skills
Strategy, Risk Management, Cross-functional Team..., Portfolio Management, Credit, Product Management, Business Development, Credit Cards, Leadership, Financial Risk, Retail Banking, Change Management, Integrated Marketing, Strategic Planning, Product Development
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Marketing and Finance
University of Nebraska-Lincoln 1981 — 1985
Bachelor of Science (BS), Finance and Marketing
PayPal Credit NA June 2014 - Present
Capital One Financial May 2002 - June 2014
Citigroup 1998 - 2001
Wells Fargo 1996 - 1998
First Chicago 1994 - 1996
GE Capital 1991 - 1994
Chase Manhattan Corporation 1989 - 1991
Citibank 1986 - 1989
Skills
Strategy, Risk Management, Cross-functional Team..., Portfolio Management, Credit, Product Management, Business Development, Credit Cards, Leadership, Financial Risk, Retail Banking, Change Management, Integrated Marketing, Strategic Planning, Product Development
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Marketing and Finance
University of Nebraska-Lincoln 1981 — 1985
Bachelor of Science (BS), Finance and Marketing
Brian Tubbs's Citigroup Experience VP AnalyticsCitigroup1996 - Present
Job VP Analytics Credit Card Operations at Citigroup
Industry Financial Services
Experience
Citigroup VP AnalyticsCitigroup1996 - Present
Citi Group July 1998 - July 2000
Providian Financial 1995 - 1996
Education
Columbia University - Columbia Business School 1993 — 1995
Citigroup VP AnalyticsCitigroup1996 - Present
Citi Group July 1998 - July 2000
Providian Financial 1995 - 1996
Education
Columbia University - Columbia Business School 1993 — 1995
Susan Schneider's Citigroup Experience November 2009 - November 2012
Job Director, Conduct and Emerging Risk at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Citi April 2014 - January 2015
Citi November 2012 - April 2014
Citigroup November 2009 - November 2012
Willkie Farr & Gallagher LLP September 2006 - November 2009
Organization of American States August 2005 - December 2005
U.S. Securities and Exchange Commission June 2005 - August 2005
Organization of American States June 2004 - August 2004
Reuters February 2002 - August 2003
Reuters January 2000 - February 2002
Skills
Legal Writing, Legal Research, Government, Private Investigations, FCPA, Civil Litigation, Litigation, Risk Assessment, Analysis
Education
The George Washington University Law School 2004 — 2006
JD, with Honors
Columbia University - Graduate School of Journalism 1995 — 1996
MS, Journalism
Macalester College 1990 — 1994
BA, cum laude, Russian and Eastern European Studies
Citi January 2015 - Present
Citi April 2014 - January 2015
Citi November 2012 - April 2014
Citigroup November 2009 - November 2012
Willkie Farr & Gallagher LLP September 2006 - November 2009
Organization of American States August 2005 - December 2005
U.S. Securities and Exchange Commission June 2005 - August 2005
Organization of American States June 2004 - August 2004
Reuters February 2002 - August 2003
Reuters January 2000 - February 2002
Skills
Legal Writing, Legal Research, Government, Private Investigations, FCPA, Civil Litigation, Litigation, Risk Assessment, Analysis
Education
The George Washington University Law School 2004 — 2006
JD, with Honors
Columbia University - Graduate School of Journalism 1995 — 1996
MS, Journalism
Macalester College 1990 — 1994
BA, cum laude, Russian and Eastern European Studies
Milena Todorova's Citigroup Experience September 2006 - February 2007
Job Portfolio Manager at Moore Capital Management
Industry Investment Management
Experience
Moore Capital Management August 2013 - Present
Brevan Howard May 2013 - June 2013
Galtere International Fund February 2012 - April 2013
Tandem Global Partners May 2009 - February 2012
GSA March 2007 - November 2008
Citigroup September 2006 - February 2007
Citigroup 2003 - August 2006
Skills
Fixed Income, Global Macro, Capital Markets, Portfolio Management, Equities, Currency, Structured Products, FX Options, Financial Modeling, Commodity, Trading, Credit Derivatives, Emerging Markets, Swaps, Derivatives, Mutual Funds, Bloomberg, Hedge Funds, Finance
Education
Columbia University - Columbia Business School 1999 — 2003
PhD, Finance
University of Notre Dame - Mendoza College of Business 1997 — 1999
MBA, Finance
Moore Capital Management August 2013 - Present
Brevan Howard May 2013 - June 2013
Galtere International Fund February 2012 - April 2013
Tandem Global Partners May 2009 - February 2012
GSA March 2007 - November 2008
Citigroup September 2006 - February 2007
Citigroup 2003 - August 2006
Skills
Fixed Income, Global Macro, Capital Markets, Portfolio Management, Equities, Currency, Structured Products, FX Options, Financial Modeling, Commodity, Trading, Credit Derivatives, Emerging Markets, Swaps, Derivatives, Mutual Funds, Bloomberg, Hedge Funds, Finance
Education
Columbia University - Columbia Business School 1999 — 2003
PhD, Finance
University of Notre Dame - Mendoza College of Business 1997 — 1999
MBA, Finance
Lisa Wolkenfeld's Citigroup Experience 1989 - 1998
Job Director, Product Development at CBC Companies
Industry Information Services
Experience
Innovis Data Solutions, CBC Companies 2005 - Present
MasterCard Worldwide 2005 - 2005
JP Morgan Chase/Cards Services 1998 - 2005
Citicards March 1989 - 1998
Citigroup 1989 - 1998
Skills
Credit, Product Development, Cards, Analytics, Credit Cards, Risk Management, Cross-functional Team..., Marketing Strategy, Business Planning, Loans, Marketing, Banking, Mortgage Lending, Strategy, Analysis, Financial Services, Credit Risk
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Innovis Data Solutions, CBC Companies 2005 - Present
MasterCard Worldwide 2005 - 2005
JP Morgan Chase/Cards Services 1998 - 2005
Citicards March 1989 - 1998
Citigroup 1989 - 1998
Skills
Credit, Product Development, Cards, Analytics, Credit Cards, Risk Management, Cross-functional Team..., Marketing Strategy, Business Planning, Loans, Marketing, Banking, Mortgage Lending, Strategy, Analysis, Financial Services, Credit Risk
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Anne Frascarelli's Citigroup Experience 1996 - 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
Citi 1996 - 2004
Citibank N.A. 1996 - 2004
Citigroup Global Transaction Services 1996 - 2004
Citigroup 1996 - 2004
Skills
Credit Risk, Capital Markets, Risk Management, Asset Management, Derivatives, Equities, Securities, Financial Risk, Hedge Funds, Fixed Income, Financial Markets, Investment Banking, Financial Services, Banking, Portfolio Management, Structured Finance, Emerging Markets, FX Options, Corporate Finance, Mutual Funds, Bonds
Education
Columbia University - Columbia Business School 1991 — 1992
MBA, Finance
University of Rochester 1976 — 1981
Emma Willard 1972 — 1976
Citi 1996 - 2004
Citibank N.A. 1996 - 2004
Citigroup Global Transaction Services 1996 - 2004
Citigroup 1996 - 2004
Skills
Credit Risk, Capital Markets, Risk Management, Asset Management, Derivatives, Equities, Securities, Financial Risk, Hedge Funds, Fixed Income, Financial Markets, Investment Banking, Financial Services, Banking, Portfolio Management, Structured Finance, Emerging Markets, FX Options, Corporate Finance, Mutual Funds, Bonds
Education
Columbia University - Columbia Business School 1991 — 1992
MBA, Finance
University of Rochester 1976 — 1981
Emma Willard 1972 — 1976
Gregory Frank's Citigroup Experience June 1990 - September 2005
Job Director, Global Financial Institutions at RBC
Industry Banking
Experience
RBC June 2012 - Present
Moody's Investors Service September 2005 - July 2012
Citigroup June 1990 - September 2005
Accenture March 1995 - June 1997
Federal Home Loan Bank of San Francisco July 1987 - August 1988
Federal Home Loan Bank of San Francisco July 1986 - June 1987
Skills
Credit Risk, Financial Modeling, Equities, Bloomberg, Securitization, Portfolio Management, Structured Finance, Capital Markets, Financial Risk, Fixed Income, Credit, Analysis, Investment Banking, Valuation, Credit Analysis
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
University of California, Berkeley 1979 — 1983
BS, Business Administration - Finance & Marketing
RBC June 2012 - Present
Moody's Investors Service September 2005 - July 2012
Citigroup June 1990 - September 2005
Accenture March 1995 - June 1997
Federal Home Loan Bank of San Francisco July 1987 - August 1988
Federal Home Loan Bank of San Francisco July 1986 - June 1987
Skills
Credit Risk, Financial Modeling, Equities, Bloomberg, Securitization, Portfolio Management, Structured Finance, Capital Markets, Financial Risk, Fixed Income, Credit, Analysis, Investment Banking, Valuation, Credit Analysis
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
University of California, Berkeley 1979 — 1983
BS, Business Administration - Finance & Marketing
Aditya Dabas's Citigroup Experience February 2010 - December 2011
Job Private Equity Professional
Industry Venture Capital & Private Equity
Experience
Grey Mountain Partners June 2015 - Present
3i Group plc January 2014 - January 2015
Perseus, L.L.C. December 2011 - August 2013
Citigroup February 2010 - December 2011
Advanced Micro Devices June 2007 - June 2008
Skills
Private Equity, Financial Modeling, Valuation, Venture Capital, Investments, Capital Markets, Investment Banking, Equities, Corporate Finance, Hedge Funds, Due Diligence, Mergers, LBO, Alternative Investments, Corporate Development
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Columbia University 2008 — 2009
Masters, Operations Research
University of Michigan 2003 — 2007
Electrical Engineering, Electrical Engineering
Grey Mountain Partners June 2015 - Present
3i Group plc January 2014 - January 2015
Perseus, L.L.C. December 2011 - August 2013
Citigroup February 2010 - December 2011
Advanced Micro Devices June 2007 - June 2008
Skills
Private Equity, Financial Modeling, Valuation, Venture Capital, Investments, Capital Markets, Investment Banking, Equities, Corporate Finance, Hedge Funds, Due Diligence, Mergers, LBO, Alternative Investments, Corporate Development
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Columbia University 2008 — 2009
Masters, Operations Research
University of Michigan 2003 — 2007
Electrical Engineering, Electrical Engineering
Kai Xiong's Citigroup Experience January 2008 - Present
Job SVP at Citigroup
Industry Financial Services
Experience
Citigroup January 2008 - Present
E*TRADE Financial September 2004 - December 2007
JPMorgan Chase 1998 - 2004
Education
Columbia University - Columbia Business School 2001 — 2003
Peking University 1985 — 1989
B.A., Economics
Citigroup January 2008 - Present
E*TRADE Financial September 2004 - December 2007
JPMorgan Chase 1998 - 2004
Education
Columbia University - Columbia Business School 2001 — 2003
Peking University 1985 — 1989
B.A., Economics
James Ollivierre, CFA's Citigroup Experience 2008 - Present
Job Director (Debt Capital Markets/Derivatives/Portfolio Management) at Citigroup
Industry Financial Services
Experience
Citigroup 2008 - Present
Citigroup 2001 - 2008
Skills
Bonds, Portfolio Management, Bloomberg, Fixed Income, Capital Markets, Financial Risk, Financial Analysis, Structured Products, Corporate Finance, Financial Modeling
Education
Columbia University - Columbia Business School
MBA, Finance
University of the West Indies
B.S., Economics
Citigroup 2008 - Present
Citigroup 2001 - 2008
Skills
Bonds, Portfolio Management, Bloomberg, Fixed Income, Capital Markets, Financial Risk, Financial Analysis, Structured Products, Corporate Finance, Financial Modeling
Education
Columbia University - Columbia Business School
MBA, Finance
University of the West Indies
B.S., Economics
Frances Hoover's Citigroup Experience 1990 - 1993
Job Director of Institutional Advancement
Industry Marketing and Advertising
Experience
University of Pennsylvania Associate DirectorBMG Direct1993 - 1995
BMG Columbia House/Bertelsmann 1993 - 1995
Citibank 1990 - 1993
Citibank MasterCard Visa 1990 - 1993
citigroup 1990 - 1993
citibank 1990 - 1993
citibank mastercard vis 1990 - 1993
citibank mastercard visa 1990 - 1993
General Foods 1986 - 1988
Skills
Marketing, Nonprofits, Social Media, Strategic Planning, Public Speaking, Non-profits, Leadership, Management, Fundraising, Event Planning
Education
Columbia University - Columbia Business School 1988 — 1990
Florida Agricultural and Mechanical University 1980 — 1985
University of Pennsylvania Associate DirectorBMG Direct1993 - 1995
BMG Columbia House/Bertelsmann 1993 - 1995
Citibank 1990 - 1993
Citibank MasterCard Visa 1990 - 1993
citigroup 1990 - 1993
citibank 1990 - 1993
citibank mastercard vis 1990 - 1993
citibank mastercard visa 1990 - 1993
General Foods 1986 - 1988
Skills
Marketing, Nonprofits, Social Media, Strategic Planning, Public Speaking, Non-profits, Leadership, Management, Fundraising, Event Planning
Education
Columbia University - Columbia Business School 1988 — 1990
Florida Agricultural and Mechanical University 1980 — 1985
Jerry Silber's Citigroup Experience 1969 - 2013
Job Leader at Merritt Parkway Trail Alliance
Industry Banking
Experience
March of Dimes January 2014 - Present
Merritt Parkway Trail Alliance 2012 - Present
People Friendly Stamford May 2011 - Present
Citi June 1969 - September 2013
Citibank June 1969 - 2013
Citigroup 1969 - 2013
Citi 1969 - 2013
EAC 1970 - 2005
Environmental Action Coalition 1970 - 2000
Skills
Risk Management, Credit, Change Management, Banking, Commercial Banking, Credit Risk, Portfolio Management, Credit Cards, Retail Banking, Financial Services, Financial Risk, Relationship Management, Operational Risk, Capital Markets, Securities, Wealth Management, Cash Management, Credit Analysis, Strategic Financial..., Operational Risk..., Due Diligence, Derivatives, Commercial Lending, Investment Banking, Loans, Corporate Finance, Payments, Valuation, AML, Small Business Lending, Asset Management, Investments, Underwriting, Private Banking, Consumer Lending, Treasury Management, Mortgage Lending, Loan Origination, Financial Modeling, Strategy, Mergers & Acquisitions, Analytics, Vendor Management, Financial Markets, Finance, Fixed Income, Mutual Funds, Business Analysis, Internet Banking, FX Options
Education
Columbia University - Columbia Business School 1967 — 1969
MBA, Business Operations
Lehigh University 1963 — 1967
BS, Industrial Engineering
March of Dimes January 2014 - Present
Merritt Parkway Trail Alliance 2012 - Present
People Friendly Stamford May 2011 - Present
Citi June 1969 - September 2013
Citibank June 1969 - 2013
Citigroup 1969 - 2013
Citi 1969 - 2013
EAC 1970 - 2005
Environmental Action Coalition 1970 - 2000
Skills
Risk Management, Credit, Change Management, Banking, Commercial Banking, Credit Risk, Portfolio Management, Credit Cards, Retail Banking, Financial Services, Financial Risk, Relationship Management, Operational Risk, Capital Markets, Securities, Wealth Management, Cash Management, Credit Analysis, Strategic Financial..., Operational Risk..., Due Diligence, Derivatives, Commercial Lending, Investment Banking, Loans, Corporate Finance, Payments, Valuation, AML, Small Business Lending, Asset Management, Investments, Underwriting, Private Banking, Consumer Lending, Treasury Management, Mortgage Lending, Loan Origination, Financial Modeling, Strategy, Mergers & Acquisitions, Analytics, Vendor Management, Financial Markets, Finance, Fixed Income, Mutual Funds, Business Analysis, Internet Banking, FX Options
Education
Columbia University - Columbia Business School 1967 — 1969
MBA, Business Operations
Lehigh University 1963 — 1967
BS, Industrial Engineering
Thomas Solomon's Citigroup Experience August 2001 - Present
Job at
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2014 - Present
Citigroup August 2001 - Present
PricewaterhouseCoopers August 1992 - December 1999
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
University of Michigan 1988 — 1992
Bank of America Merrill Lynch September 2014 - Present
Citigroup August 2001 - Present
PricewaterhouseCoopers August 1992 - December 1999
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
University of Michigan 1988 — 1992
Patricia Schaupp's Citigroup Experience May 2003 - March 2007
Job Credit Analyst at KCAP Financial, Inc. (fka Kohlberg Capital Corp)
Industry Financial Services
Experience
KCAP Financial, Inc. March 2007 - Present
Citigroup May 2003 - March 2007
Citigroup May 2002 - May 2003
Canadian Imperial Bank of Commerce 1998 - 2001
IBJ Schroder Bank & Trust Company 1996 - 1998
Citibank, N.A. 1994 - 1996
Chemical Banking Corporation 1991 - 1994
Chemical Banking Corporation 1986 - 1991
Skills
Financial Modeling, Portfolio Management, Valuation, Finance, Credit Analysis, Loans, Corporate Finance, Structured Finance, Credit, Investment Banking, Private Equity, Financial Structuring, Credit Risk
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting
Georgetown University 1982 — 1984
Masters Degree, Economics
Smith College 1976 — 1981
B.A., Economics
KCAP Financial, Inc. March 2007 - Present
Citigroup May 2003 - March 2007
Citigroup May 2002 - May 2003
Canadian Imperial Bank of Commerce 1998 - 2001
IBJ Schroder Bank & Trust Company 1996 - 1998
Citibank, N.A. 1994 - 1996
Chemical Banking Corporation 1991 - 1994
Chemical Banking Corporation 1986 - 1991
Skills
Financial Modeling, Portfolio Management, Valuation, Finance, Credit Analysis, Loans, Corporate Finance, Structured Finance, Credit, Investment Banking, Private Equity, Financial Structuring, Credit Risk
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting
Georgetown University 1982 — 1984
Masters Degree, Economics
Smith College 1976 — 1981
B.A., Economics
Ian Schenkman's Citigroup Experience June 2006 - March 2008
Job Vice President at OBP Partners
Industry Real Estate
Experience
OBP Partners June 2010 - Present
Saber Real Estate Advisors October 2008 - December 2010
Citigroup June 2006 - March 2008
Ernst & Young July 2005 - June 2006
Skills
Financial Modeling, Due Diligence, Real Estate Transactions, Finance, Private Equity, Real Estate, Asset Management, Investments, Valuation, Commercial Real Estate, Capital Markets, Loans, Derivatives, Retail, Alternative Investments, Financial Analysis, Fixed Income
Education
Columbia Business School
Master of Business Administration (M.B.A.)
The George Washington University - School of Business 2001 — 2005
Bachelor of Business Administration, Finance
Ransom Everglades
High School
OBP Partners June 2010 - Present
Saber Real Estate Advisors October 2008 - December 2010
Citigroup June 2006 - March 2008
Ernst & Young July 2005 - June 2006
Skills
Financial Modeling, Due Diligence, Real Estate Transactions, Finance, Private Equity, Real Estate, Asset Management, Investments, Valuation, Commercial Real Estate, Capital Markets, Loans, Derivatives, Retail, Alternative Investments, Financial Analysis, Fixed Income
Education
Columbia Business School
Master of Business Administration (M.B.A.)
The George Washington University - School of Business 2001 — 2005
Bachelor of Business Administration, Finance
Ransom Everglades
High School
Dan Kecskes's Citigroup Experience January 2004 - July 2006
Job Senior Vice President at Global Credit Advisers, LLC
Industry Financial Services
Experience
Global Credit Advisers, LLC January 2013 - Present
Global Credit Advisers, LLC March 2012 - January 2013
Morgan Stanley June 2008 - April 2012
Citigroup January 2004 - July 2006
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Corporate Finance, Asset Managment, Fixed Income, Equity Research, Hedge Funds, Capital Markets, Financial Analysis, Portfolio Management, Value Investing, Risk Management, Investments, Mergers, Private Equity, Business Strategy, Emerging Markets, Leveraged Finance
Education
Columbia University - Columbia Business School 2006 — 2008
University of Florida 2000 — 2003
BS, Finance
Global Credit Advisers, LLC January 2013 - Present
Global Credit Advisers, LLC March 2012 - January 2013
Morgan Stanley June 2008 - April 2012
Citigroup January 2004 - July 2006
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Corporate Finance, Asset Managment, Fixed Income, Equity Research, Hedge Funds, Capital Markets, Financial Analysis, Portfolio Management, Value Investing, Risk Management, Investments, Mergers, Private Equity, Business Strategy, Emerging Markets, Leveraged Finance
Education
Columbia University - Columbia Business School 2006 — 2008
University of Florida 2000 — 2003
BS, Finance
Wendy Lou's Citigroup Experience July 2001 - July 2004
Job Group Vice President/Digital DMM Fine, Fashion Jewelry and Watches at Macy's
Industry Retail
Experience
Macy's February 2015 - Present
Macy's October 2014 - February 2015
Macy's September 2012 - October 2014
Macy's October 2010 - September 2012
Macy's August 2007 - October 2010
Macy's November 2004 - August 2007
ABC Carpet & Home July 2004 - October 2004
Citigroup July 2001 - July 2004
Skills
Assortment, Inventory Control, Marketing, Strategy, CPFR, Luxury Goods, Management, Entrepreneurship, E-commerce, Private Label, Sales, Wholesale, Market Planning, Sportswear, Purchasing, Pricing
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
New York University - Leonard N. Stern School of Business 1997 — 2001
B.S., Finance and Accounting
Macy's February 2015 - Present
Macy's October 2014 - February 2015
Macy's September 2012 - October 2014
Macy's October 2010 - September 2012
Macy's August 2007 - October 2010
Macy's November 2004 - August 2007
ABC Carpet & Home July 2004 - October 2004
Citigroup July 2001 - July 2004
Skills
Assortment, Inventory Control, Marketing, Strategy, CPFR, Luxury Goods, Management, Entrepreneurship, E-commerce, Private Label, Sales, Wholesale, Market Planning, Sportswear, Purchasing, Pricing
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
New York University - Leonard N. Stern School of Business 1997 — 2001
B.S., Finance and Accounting
Peter Stournaras's Citigroup Experience 1998 - 2006
Job Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock October 2010 - Present
Northern Trust Global Investments July 2006 - August 2010
Legg Mason 2005 - 2006
Citigroup 1998 - 2006
Citigroup Asset Management 1998 - 2006
Education
Rensselaer Polytechnic Institute 1991 — 1995
Columbia University - Columbia Business School
BlackRock October 2010 - Present
Northern Trust Global Investments July 2006 - August 2010
Legg Mason 2005 - 2006
Citigroup 1998 - 2006
Citigroup Asset Management 1998 - 2006
Education
Rensselaer Polytechnic Institute 1991 — 1995
Columbia University - Columbia Business School
David Kuncio's Citigroup Experience 1987 - 2005
Job Managing Director at Natixis Capital Markets
Industry Investment Banking
Experience
Natixis Capital Markets Managing DirectorNatixis North America Inc. - New York, NY, USA2007 - Present
GE Capital, Corporate Finance 2005 - 2007
CitiCapital/Copelco 1998 - 2005
Citigroup - CitiCapital 1988 - 2005
Citi 1988 - 2005
Citigroup 1987 - 2005
CitiCapital 1987 - 2005
Education
Columbia University - Columbia Business School 1982 — 1984
MS-Business, Business Management
Trinity College-Hartford
Natixis Capital Markets Managing DirectorNatixis North America Inc. - New York, NY, USA2007 - Present
GE Capital, Corporate Finance 2005 - 2007
CitiCapital/Copelco 1998 - 2005
Citigroup - CitiCapital 1988 - 2005
Citi 1988 - 2005
Citigroup 1987 - 2005
CitiCapital 1987 - 2005
Education
Columbia University - Columbia Business School 1982 — 1984
MS-Business, Business Management
Trinity College-Hartford
Mark Ambrose's Citigroup Experience August 1998 - April 2001
Job Senior Vice President & Senior Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank December 2014 - Present
U.S. Trust - Bank of America Private Wealth Management March 2013 - December 2014
JP Morgan April 2009 - March 2013
Deutsche Bank Private Wealth Management April 2007 - April 2009
Citigroup Private Bank March 2005 - April 2007
United States Army Reserve May 1995 - July 2005
Bank of the West July 2001 - March 2005
Citigroup August 1998 - April 2001
US Army May 1992 - May 1995
Skills
Private Banking, Wealth Management..., Series 7, Equities, Alternative Investments, Investments, Portfolio Management, Wealth Management, Investment Banking, Capital Markets, Private Equity, Asset Managment, Series 63, Valuation, Fixed Income
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, General
Columbia University - School of International and Public Affairs 1995 — 1998
MIA, Russian Area Studies
United States Military Academy at West Point 1988 — 1992
B.S., Russian and French
Brother Rice High School 1984 — 1988
Wells Fargo Private Bank December 2014 - Present
U.S. Trust - Bank of America Private Wealth Management March 2013 - December 2014
JP Morgan April 2009 - March 2013
Deutsche Bank Private Wealth Management April 2007 - April 2009
Citigroup Private Bank March 2005 - April 2007
United States Army Reserve May 1995 - July 2005
Bank of the West July 2001 - March 2005
Citigroup August 1998 - April 2001
US Army May 1992 - May 1995
Skills
Private Banking, Wealth Management..., Series 7, Equities, Alternative Investments, Investments, Portfolio Management, Wealth Management, Investment Banking, Capital Markets, Private Equity, Asset Managment, Series 63, Valuation, Fixed Income
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, General
Columbia University - School of International and Public Affairs 1995 — 1998
MIA, Russian Area Studies
United States Military Academy at West Point 1988 — 1992
B.S., Russian and French
Brother Rice High School 1984 — 1988
Mark Morgenlender's Citigroup Experience January 1985 - December 2009
Job Retired
Industry Financial Services
Experience
E*TRADE Financial September 2010 - August 2012
Citigroup January 1985 - December 2009
Seligman & Latz March 1983 - January 1985
W.R. Grace & Co., Retail Division May 1980 - March 1983
Federated Department Stores July 1977 - May 1980
Skills
Product Management, Leadership, Marketing Strategy, Investments, Mutual Funds, Banking, Business Strategy, Financial Services, Project Management, Management, Organizational..., Portfolio Management, Vendor Management, Credit Cards, Budgets, Risk Management, Asset Management, Equities, Securities, Capital Markets, Financial Risk, Series 7, Wealth Management
Education
Columbia University - Columbia Business School
MBA, Finance & Accounting
Stony Brook University
BA, Economics
E*TRADE Financial September 2010 - August 2012
Citigroup January 1985 - December 2009
Seligman & Latz March 1983 - January 1985
W.R. Grace & Co., Retail Division May 1980 - March 1983
Federated Department Stores July 1977 - May 1980
Skills
Product Management, Leadership, Marketing Strategy, Investments, Mutual Funds, Banking, Business Strategy, Financial Services, Project Management, Management, Organizational..., Portfolio Management, Vendor Management, Credit Cards, Budgets, Risk Management, Asset Management, Equities, Securities, Capital Markets, Financial Risk, Series 7, Wealth Management
Education
Columbia University - Columbia Business School
MBA, Finance & Accounting
Stony Brook University
BA, Economics
Hillary Schafer's Citigroup Experience September 2009 - March 2012
Job Executive Director
Industry Nonprofit Organization Management
Experience
Jefferson Awards for Public Service September 2013 - Present
Citigroup September 2009 - March 2012
UBS Investment Bank July 2001 - July 2009
Economic Security 2000 October 1995 - June 1999
Skills
Equities, Hedge Funds, Investment Banking, Equity Research, Series 7, Capital Markets, Valuation, Fixed Income, Financial Modeling, Alternative Investments, Investments, Corporate Finance, Private Equity, Series 63, Trading Systems
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Middlebury College 1991 — 1995
BA, English, Art History
Jefferson Awards for Public Service September 2013 - Present
Citigroup September 2009 - March 2012
UBS Investment Bank July 2001 - July 2009
Economic Security 2000 October 1995 - June 1999
Skills
Equities, Hedge Funds, Investment Banking, Equity Research, Series 7, Capital Markets, Valuation, Fixed Income, Financial Modeling, Alternative Investments, Investments, Corporate Finance, Private Equity, Series 63, Trading Systems
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Middlebury College 1991 — 1995
BA, English, Art History
Steven Hartt's Citigroup Experience 1991 - 2002
Job Portfolio Manager, Alternatives at Amalgamated Bank
Industry Investment Management
Experience
Amalgamated Bank PartnerCitigroup Investments1999 - 2002
Citigroup Investments Private Equity Group 1999 - 2002
Citigroup 1991 - 2002
Citibank August 1991 - January 2000
Education
Columbia University - Columbia Business School 1989 — 1991
University of Colorado Boulder 1982 — 1986
BS, Business
Amalgamated Bank PartnerCitigroup Investments1999 - 2002
Citigroup Investments Private Equity Group 1999 - 2002
Citigroup 1991 - 2002
Citibank August 1991 - January 2000
Education
Columbia University - Columbia Business School 1989 — 1991
University of Colorado Boulder 1982 — 1986
BS, Business
Ed Adler's Citigroup Experience 2005 - 2011
Job Managing Director at Deutsche Bank Securities
Industry Banking
Experience
Deutsche Bank Securities August 2011 - Present
Citigroup 2005 - 2011
Deutsche Bank Securities 2001 - 2005
Bear Services LLC 1998 - 2001
Citicorp 1988 - 1998
Johnson Controls 1984 - 1986
Education
Columbia University - Columbia Business School 1986 — 1988
Union College 1980 — 1984
BS, Mechanical Engineering
Deutsche Bank Securities August 2011 - Present
Citigroup 2005 - 2011
Deutsche Bank Securities 2001 - 2005
Bear Services LLC 1998 - 2001
Citicorp 1988 - 1998
Johnson Controls 1984 - 1986
Education
Columbia University - Columbia Business School 1986 — 1988
Union College 1980 — 1984
BS, Mechanical Engineering
Gregory Rodeheaver's Citigroup Experience May 1997 - May 2011
Job Executive Director J.P. Morgan
Industry Banking
Experience
JPMorgan Chase 2012 - Present
Citigroup May 1997 - May 2011
John I. Haas, Inc. May 1992 - May 1997
Skills
Capital Markets, Fixed Income, Securities, Derivatives, Equities, Financial Services, Financial Markets, Corporate Actions, Financial Institutions, Back Office, Global Custody, Settlement, Banking, Relationship Management, Investment Banking, Hedge Funds, Middle Office, FX Options, Prime Brokerage, Securities Lending, Bonds, SWIFT payments, Structured Products, Operational Risk
Education
Columbia University - Columbia Business School 1996 — 1998
mba, international business
University of Maryland College Park 1985 — 1989
BS, Accounting and Finance
JPMorgan Chase 2012 - Present
Citigroup May 1997 - May 2011
John I. Haas, Inc. May 1992 - May 1997
Skills
Capital Markets, Fixed Income, Securities, Derivatives, Equities, Financial Services, Financial Markets, Corporate Actions, Financial Institutions, Back Office, Global Custody, Settlement, Banking, Relationship Management, Investment Banking, Hedge Funds, Middle Office, FX Options, Prime Brokerage, Securities Lending, Bonds, SWIFT payments, Structured Products, Operational Risk
Education
Columbia University - Columbia Business School 1996 — 1998
mba, international business
University of Maryland College Park 1985 — 1989
BS, Accounting and Finance
Jonathan Stenzler's Citigroup Experience Senior Managing DirectorISI GroupMarch 2010 - Present
Job Senior Managing Director at ISI Group
Industry Financial Services
Experience
Citigroup Senior Managing DirectorISI GroupMarch 2010 - Present
Education
Columbia University - Columbia Business School 2004 — 2006
New York University 1995 — 1996
MA, journalism
Lafayette College
Citigroup Senior Managing DirectorISI GroupMarch 2010 - Present
Education
Columbia University - Columbia Business School 2004 — 2006
New York University 1995 — 1996
MA, journalism
Lafayette College
Stu Novick, CFA's Citigroup Experience 1994 - February 2012
Job Senior Equity Analyst at Invesco US
Industry Investment Banking
Experience
Invesco US March 2014 - Present
Bloomberg LP October 2013 - March 2014
Debtwire Analytics (division of Financial Times Group) December 2012 - October 2013
Xtract Research LLC (division of Financial Times Group) February 2012 - December 2012
Citigroup 1994 - February 2012
Hartford Steam Boiler (a division of Munich Re) 1993 - 1994
Thomas James Associates 1992 - 1993
Value Line 1989 - 1992
TIAA-CREF 1987 - 1988
Skills
Credit Analysis, Equity Research, Institutional Marketing, Convertible Bonds, Convertible Arbitrage, Report Writing, Presentation Development, Financial Analysis, Distressed Debt, High Yield, Options, CDS, Recruiting, Mentoring, Investments, Covenants, Covenant Compliance, Equities, Hedge Funds, Investment Banking, Capital Markets, Asset Management, Special Situations, Fixed Income, Bonds, Alternative Investments, Strategy, Valuation, Risk Management, Investor Relations, Mutual Funds, Capital Structure, Investment Management, Bloomberg, Credit, Financial Risk, Derivatives, Structured Products, Emerging Markets, Equity Derivatives, Credit Derivatives, Private Equity, Leveraged Finance, Structured Finance, Equity Valuation, Financial Markets, Equity Trading, LBO
Education
Columbia Business School 1988 — 1989
MBA, Finance/Int'l Business
State University of New York at Albany 1981 — 1985
BS, Business Administration/Psychology
Invesco US March 2014 - Present
Bloomberg LP October 2013 - March 2014
Debtwire Analytics (division of Financial Times Group) December 2012 - October 2013
Xtract Research LLC (division of Financial Times Group) February 2012 - December 2012
Citigroup 1994 - February 2012
Hartford Steam Boiler (a division of Munich Re) 1993 - 1994
Thomas James Associates 1992 - 1993
Value Line 1989 - 1992
TIAA-CREF 1987 - 1988
Skills
Credit Analysis, Equity Research, Institutional Marketing, Convertible Bonds, Convertible Arbitrage, Report Writing, Presentation Development, Financial Analysis, Distressed Debt, High Yield, Options, CDS, Recruiting, Mentoring, Investments, Covenants, Covenant Compliance, Equities, Hedge Funds, Investment Banking, Capital Markets, Asset Management, Special Situations, Fixed Income, Bonds, Alternative Investments, Strategy, Valuation, Risk Management, Investor Relations, Mutual Funds, Capital Structure, Investment Management, Bloomberg, Credit, Financial Risk, Derivatives, Structured Products, Emerging Markets, Equity Derivatives, Credit Derivatives, Private Equity, Leveraged Finance, Structured Finance, Equity Valuation, Financial Markets, Equity Trading, LBO
Education
Columbia Business School 1988 — 1989
MBA, Finance/Int'l Business
State University of New York at Albany 1981 — 1985
BS, Business Administration/Psychology
Allen Fisher's Citigroup Experience March 2001 - December 2004
Job Managing Director Head of Healthcare Banking at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ January 2012 - Present
Citi Global Markets and Banking January 2009 - January 2011
Citi December 2004 - December 2008
Citigroup March 2001 - December 2004
citigroup September 1994 - March 2001
CIBC World Markets 1988 - 1994
Skills
Leveraged Finance, Portfolio Management, Banking, Risk Management, Syndications, Healthcare Banking, Fixed Income, Investment Banking, Capital Markets, Due Diligence, Financial Risk, Financial Structuring, Corporate Finance, Valuation, Credit Risk, Credit Analysis, Structured Finance
Education
Columbia University - Columbia Business School 1993 — 1996
MBA, Finance
Swarthmore College 1975 — 1979
BA, Pol. Science
Bank of Tokyo-Mitsubishi UFJ January 2012 - Present
Citi Global Markets and Banking January 2009 - January 2011
Citi December 2004 - December 2008
Citigroup March 2001 - December 2004
citigroup September 1994 - March 2001
CIBC World Markets 1988 - 1994
Skills
Leveraged Finance, Portfolio Management, Banking, Risk Management, Syndications, Healthcare Banking, Fixed Income, Investment Banking, Capital Markets, Due Diligence, Financial Risk, Financial Structuring, Corporate Finance, Valuation, Credit Risk, Credit Analysis, Structured Finance
Education
Columbia University - Columbia Business School 1993 — 1996
MBA, Finance
Swarthmore College 1975 — 1979
BA, Pol. Science
Larry Weissman's Citigroup Experience November 1997 - May 2005
Job Partner at HPM Partners LLC
Industry Financial Services
Experience
HPM Partners LLC August 2014 - Present
Deutsche Bank February 2010 - August 2014
RabinAlexander January 2006 - February 2010
Citigroup November 1997 - May 2005
Skills
Alternative Investments, Asset Management, Asset Managment, Capital Markets, Equities, Investment Management, Fixed Income, Investment Strategies, Investments, Mutual Funds, Portfolio Management
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
Gorton High School 1975 — 1979
High School
Cornell University
HPM Partners LLC August 2014 - Present
Deutsche Bank February 2010 - August 2014
RabinAlexander January 2006 - February 2010
Citigroup November 1997 - May 2005
Skills
Alternative Investments, Asset Management, Asset Managment, Capital Markets, Equities, Investment Management, Fixed Income, Investment Strategies, Investments, Mutual Funds, Portfolio Management
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
Gorton High School 1975 — 1979
High School
Cornell University
Mustafa Topiwalla's Citigroup Experience 1997 - 2001
Job Managing Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets July 2007 - Present
Société Générale Corporate and Investment Banking 2001 - 2007
Citigroup 1997 - 2001
Education
Columbia University - Columbia Business School
MBA, finance
Middlebury College
BA, economics
RBC Capital Markets July 2007 - Present
Société Générale Corporate and Investment Banking 2001 - 2007
Citigroup 1997 - 2001
Education
Columbia University - Columbia Business School
MBA, finance
Middlebury College
BA, economics
Marisa Mesropian's Citigroup Experience August 1993 - November 2002
Job Vice President of Operations
Industry Luxury Goods & Jewelry
Experience
Tufenkian Carpets August 2003 - Present
Citigroup August 1993 - November 2002
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance / International Business
Rensselaer Polytechnic Institute 1982 — 1986
Bachelor of Science, Mathematics
Tufenkian Carpets August 2003 - Present
Citigroup August 1993 - November 2002
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance / International Business
Rensselaer Polytechnic Institute 1982 — 1986
Bachelor of Science, Mathematics
Sean Corrigan's Citigroup Experience September 2010 - February 2012
Job Head of Technology for Complex Foreign Exchange Products, SVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
Wells Fargo February 2012 - August 2012
Citigroup September 2010 - February 2012
Citigroup September 2007 - August 2008
HSBC March 2005 - September 2007
BlackRock March 2003 - March 2005
Skills
Enterprise Project..., Client Focused Team..., OTC derivatives Pricing..., Grid Computing, Pricing, Analytics, Derivatives
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance, Management
Trinity College Dublin 1994 — 1998
M.A., Computer Science
Wells Fargo September 2012 - Present
Wells Fargo February 2012 - August 2012
Citigroup September 2010 - February 2012
Citigroup September 2007 - August 2008
HSBC March 2005 - September 2007
BlackRock March 2003 - March 2005
Skills
Enterprise Project..., Client Focused Team..., OTC derivatives Pricing..., Grid Computing, Pricing, Analytics, Derivatives
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance, Management
Trinity College Dublin 1994 — 1998
M.A., Computer Science
Ashley Glaubach Matteo's Citigroup Experience September 2009 - October 2012
Job Director at Citi
Industry Financial Services
Experience
Citi November 2012 - Present
Citigroup September 2009 - October 2012
Citigroup August 2007 - September 2009
Citigroup February 2006 - August 2007
Citigroup July 2004 - February 2006
Education
Columbia Business School 2011 — 2013
Executive MBA
University of Pennsylvania 2000 — 2004
Bachelor of Arts (BA), Communication, General
Citi November 2012 - Present
Citigroup September 2009 - October 2012
Citigroup August 2007 - September 2009
Citigroup February 2006 - August 2007
Citigroup July 2004 - February 2006
Education
Columbia Business School 2011 — 2013
Executive MBA
University of Pennsylvania 2000 — 2004
Bachelor of Arts (BA), Communication, General
Jenna Cao's Citigroup Experience June 2009 - January 2011
Job Manager, Consumer Product Division at L'Oréal / Columbia Business School MBA
Industry Internet
Experience
L'Oréal June 2015 - Present
CHIYOME.com July 2013 - Present
LVMH August 2014 - December 2014
Cole Haan January 2011 - July 2013
Citigroup June 2009 - January 2011
Skills
Strategy, Mergers & Acquisitions, Investment Banking, E-commerce, Entrepreneurship, Valuation, Analytics, Financial Analysis, Trend Analysis, Competitive Analysis, Financial Modeling, Finance, Data Analysis, Forecasting, Retail, Sales, Corporate Finance
Education
Columbia Business School 2013 — 2015
Cornell University
L'Oréal June 2015 - Present
CHIYOME.com July 2013 - Present
LVMH August 2014 - December 2014
Cole Haan January 2011 - July 2013
Citigroup June 2009 - January 2011
Skills
Strategy, Mergers & Acquisitions, Investment Banking, E-commerce, Entrepreneurship, Valuation, Analytics, Financial Analysis, Trend Analysis, Competitive Analysis, Financial Modeling, Finance, Data Analysis, Forecasting, Retail, Sales, Corporate Finance
Education
Columbia Business School 2013 — 2015
Cornell University
Frank Mora's Citigroup Experience 2001 - 2006
Job Principal at HCAP Partners
Industry Financial Services
Experience
Huntington Capital February 2013 - Present
DBI Capital March 2006 - February 2013
Citi Group August 2001 - March 2006
Citigroup Global Markets 2001 - 2006
Citigroup 2001 - 2006
Economic Development Bank for PR March 1997 - May 1999
St. Louis Trading Co. August 1996 - March 1997
KPMG Peat Marwick September 1995 - July 1996
Skills
Strategic Planning, Start-ups, Marketing Strategy, Social Media
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Pennsylvania 1991 — 1995
BS, Finance and Accounting
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Finance & Accounting
Colegio La Piedad
Huntington Capital February 2013 - Present
DBI Capital March 2006 - February 2013
Citi Group August 2001 - March 2006
Citigroup Global Markets 2001 - 2006
Citigroup 2001 - 2006
Economic Development Bank for PR March 1997 - May 1999
St. Louis Trading Co. August 1996 - March 1997
KPMG Peat Marwick September 1995 - July 1996
Skills
Strategic Planning, Start-ups, Marketing Strategy, Social Media
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Pennsylvania 1991 — 1995
BS, Finance and Accounting
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Finance & Accounting
Colegio La Piedad
margaret cannella's Citigroup Experience 1988 - 1998
Job Director at Avolon Aircraft Holdings (NYSE:AVOL)
Industry Financial Services
Experience
Avolon Aircraft Holdings (NYSE:AVOL) December 2014 - Present
Watford Reinsurance May 2014 - Present
Schroder Funds December 2010 - Present
Advanced Pierre Foods January 2009 - Present
Columbia University Graduate School of Business January 2008 - Present
Wilshire Advisors December 2010 - November 2014
JP Morgan Chase & Co. 1998 - 2009
JPMorgan June 1998 - December 2008
Citibank 1988 - 1998
Citigroup 1988 - 1998
Skills
Private Equity, Credit, Financial Modeling, Valuation, LBO, Corporate Finance, Equities, Structured Finance, Emerging Markets, Capital Markets, Investment Banking, Hedge Funds, Mergers & Acquisitions, Due Diligence, Portfolio Management, Equity Valuation, Equity Research, Finance, Fixed Income, Business Strategy, Financial Analysis, Leveraged Finance, Strategy, Risk Management, Investment Management, Investments, Mutual Funds, Restructuring, Venture Capital, Securities, Alternative Investments, Corporate Development, Bloomberg, Asset Management, Financial Structuring, Management, Derivatives, Strategic Planning, Financial Services, Banking
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Finance and Accounting
Princeton University 1970 — 1973
AB, East Asian Studies
Avolon Aircraft Holdings (NYSE:AVOL) December 2014 - Present
Watford Reinsurance May 2014 - Present
Schroder Funds December 2010 - Present
Advanced Pierre Foods January 2009 - Present
Columbia University Graduate School of Business January 2008 - Present
Wilshire Advisors December 2010 - November 2014
JP Morgan Chase & Co. 1998 - 2009
JPMorgan June 1998 - December 2008
Citibank 1988 - 1998
Citigroup 1988 - 1998
Skills
Private Equity, Credit, Financial Modeling, Valuation, LBO, Corporate Finance, Equities, Structured Finance, Emerging Markets, Capital Markets, Investment Banking, Hedge Funds, Mergers & Acquisitions, Due Diligence, Portfolio Management, Equity Valuation, Equity Research, Finance, Fixed Income, Business Strategy, Financial Analysis, Leveraged Finance, Strategy, Risk Management, Investment Management, Investments, Mutual Funds, Restructuring, Venture Capital, Securities, Alternative Investments, Corporate Development, Bloomberg, Asset Management, Financial Structuring, Management, Derivatives, Strategic Planning, Financial Services, Banking
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Finance and Accounting
Princeton University 1970 — 1973
AB, East Asian Studies
Brendon Pantel's Citigroup Experience 2007 - 2008
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Stelliam Investment Management December 2014 - May 2015
Falcon Point Capital June 2014 - August 2014
American International Group June 2009 - July 2013
MDG LLC December 2008 - March 2009
Citigroup 2007 - 2008
Citigroup June 2006 - August 2006
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2003 — 2007
BS, Applied Economics and Management
Stelliam Investment Management December 2014 - May 2015
Falcon Point Capital June 2014 - August 2014
American International Group June 2009 - July 2013
MDG LLC December 2008 - March 2009
Citigroup 2007 - 2008
Citigroup June 2006 - August 2006
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2003 — 2007
BS, Applied Economics and Management
Tara Friedman's Citigroup Experience February 2006 - July 2007
Job Finance Director (Retired)
Industry Financial Services
Experience
JPMorgan Chase May 2010 - September 2012
JPMorgan Chase April 2009 - May 2010
JPMorgan Chase July 2007 - May 2010
Citigroup February 2006 - July 2007
Citigroup August 2004 - February 2006
Raytheon Missile Systems June 2001 - June 2002
Charter Research Corporation April 2000 - January 2001
Moodys Investor Services June 1998 - April 2000
Skills
Financial Modeling, Investment Banking, Fixed Income, Corporate Finance, Valuation, Investments, Capital Markets, Financial Analysis, Mergers, Risk Management, Equities, Hedge Funds, Portfolio Management, Credit, Banking
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, Economics, and Management
Wellesley College 1994 — 1998
BA, Biological Sciences and Philosophy
Baldwin Senior High School 1990 — 1994
High School Diploma
JPMorgan Chase May 2010 - September 2012
JPMorgan Chase April 2009 - May 2010
JPMorgan Chase July 2007 - May 2010
Citigroup February 2006 - July 2007
Citigroup August 2004 - February 2006
Raytheon Missile Systems June 2001 - June 2002
Charter Research Corporation April 2000 - January 2001
Moodys Investor Services June 1998 - April 2000
Skills
Financial Modeling, Investment Banking, Fixed Income, Corporate Finance, Valuation, Investments, Capital Markets, Financial Analysis, Mergers, Risk Management, Equities, Hedge Funds, Portfolio Management, Credit, Banking
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, Economics, and Management
Wellesley College 1994 — 1998
BA, Biological Sciences and Philosophy
Baldwin Senior High School 1990 — 1994
High School Diploma
John Modin's Citigroup Experience August 2010 - Present
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup August 2010 - Present
PXRE, Enterprise Reinsurance 1997 - 2006
Education
Columbia University - Columbia Business School
MBA
Wake Forest University
BS
Citigroup August 2010 - Present
PXRE, Enterprise Reinsurance 1997 - 2006
Education
Columbia University - Columbia Business School
MBA
Wake Forest University
BS
Jim Folan's Citigroup Experience September 2003 - April 2010
Job SVP Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC April 2010 - Present
Citigroup September 2003 - April 2010
Merrill Lynch January 1993 - October 2001
Skills
Risk Management, Leadership, Management, Credit Risk, Market Risk, Risk Analytics, Stress Testing, Liquidity Risk, Business Strategy, Project Management, Business Analysis, Risk Architecture, Enterprise Risk..., Regulatory Risk, Planning Budgeting &..., Fixed Income, Equities, Enterprise Architecture, Capital Markets, Hedge Funds, Executive Management, Staff Development
Education
Columbia University - Columbia Business School 2007 — 2007
Executive Education Program, Professional Risk Management Certificate
University of Massachusetts, Amherst
MBA, Finance
University of Massachusetts, Amherst
BA, Social Thought and Political Economy
Jefferies LLC April 2010 - Present
Citigroup September 2003 - April 2010
Merrill Lynch January 1993 - October 2001
Skills
Risk Management, Leadership, Management, Credit Risk, Market Risk, Risk Analytics, Stress Testing, Liquidity Risk, Business Strategy, Project Management, Business Analysis, Risk Architecture, Enterprise Risk..., Regulatory Risk, Planning Budgeting &..., Fixed Income, Equities, Enterprise Architecture, Capital Markets, Hedge Funds, Executive Management, Staff Development
Education
Columbia University - Columbia Business School 2007 — 2007
Executive Education Program, Professional Risk Management Certificate
University of Massachusetts, Amherst
MBA, Finance
University of Massachusetts, Amherst
BA, Social Thought and Political Economy
Vassos Kyprianou's Citigroup Experience August 2011 - April 2015
Job Managing Director at Sustainable Development Capital, LLP
Industry Banking
Experience
Sustainable Development Capital, LLP April 2015 - Present
Citigroup August 2011 - April 2015
Bank of Cyprus August 2008 - June 2011
Citigroup 1993 - 2008
Sanwa Bank 1991 - 1993
Skills
Capital Markets, Loan Origination, Financial Structuring, Credit Risk, Credit Analysis, Investment Banking, Loans, Commercial Banking, Credit, Banking, Commercial Lending, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and International Business
Pace University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting & Information Systems, 3.71
Sustainable Development Capital, LLP April 2015 - Present
Citigroup August 2011 - April 2015
Bank of Cyprus August 2008 - June 2011
Citigroup 1993 - 2008
Sanwa Bank 1991 - 1993
Skills
Capital Markets, Loan Origination, Financial Structuring, Credit Risk, Credit Analysis, Investment Banking, Loans, Commercial Banking, Credit, Banking, Commercial Lending, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and International Business
Pace University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting & Information Systems, 3.71
Omer Corluhan's Citigroup Experience June 2006 - July 2006
Job Head of Electronic Trading at Yapı Kredi Yatırım Menkul Değerler A.Ş.
Industry Investment Banking
Experience
Yapı Kredi Yatırım Menkul Değerler A.Ş. August 2015 - Present
BofA Merrill Lynch July 2008 - June 2015
Merrill Lynch June 2007 - August 2007
Citigroup June 2006 - July 2006
JP Morgan Chase June 2005 - July 2005
Skills
Emerging Markets, Corporate Finance, Trading, Economics, Capital Markets, Bloomberg, Fixed Income, Private Equity, Valuation, Series 7, Financial Analysis, Portfolio Management, Equities, Hedge Funds, Investment Banking, Financial Modeling, Alternative Investments, Equity Research, Options, Securities, Structured Products, Equity Derivatives
Education
Columbia Business School 2011 — 2013
Executive MBA
Swarthmore College 2004 — 2008
BS and BA, Engineering and Economics
Yapı Kredi Yatırım Menkul Değerler A.Ş. August 2015 - Present
BofA Merrill Lynch July 2008 - June 2015
Merrill Lynch June 2007 - August 2007
Citigroup June 2006 - July 2006
JP Morgan Chase June 2005 - July 2005
Skills
Emerging Markets, Corporate Finance, Trading, Economics, Capital Markets, Bloomberg, Fixed Income, Private Equity, Valuation, Series 7, Financial Analysis, Portfolio Management, Equities, Hedge Funds, Investment Banking, Financial Modeling, Alternative Investments, Equity Research, Options, Securities, Structured Products, Equity Derivatives
Education
Columbia Business School 2011 — 2013
Executive MBA
Swarthmore College 2004 — 2008
BS and BA, Engineering and Economics
John Piermont's Citigroup Experience 2006 - 2008
Job Research Analyst at Donald Smith & Co.
Industry Financial Services
Experience
Donald Smith & Co. July 2010 - Present
Lions Gate Capital 2009 - 2009
Citigroup 2006 - 2008
Smith Barney 2003 - 2006
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Dartmouth College 1999 — 2003
AB, Economics
Donald Smith & Co. July 2010 - Present
Lions Gate Capital 2009 - 2009
Citigroup 2006 - 2008
Smith Barney 2003 - 2006
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Dartmouth College 1999 — 2003
AB, Economics
Michael Yellin's Citigroup Experience June 1996 - June 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Yellin Consulting Services July 2000 - Present
Citigroup June 1996 - June 2000
Smith Barney 1992 - 1996
Shearson Lehman Brothers 1986 - 1991
Mobil Oil 1983 - 1986
Amerada Hess 1980 - 1982
Skills
Investments, Asset Managment, Capital Markets, Equities, Financial Analysis, Portfolio Management, Financial Modeling, Securities, Mutual Funds, Wealth Management, Asset Management, Retirement Planning, Management Consulting, Financial Services
Education
Columbia University - Columbia Business School 1982 — 1983
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1976 — 1980
BSE, Finance and Marketing
Yellin Consulting Services July 2000 - Present
Citigroup June 1996 - June 2000
Smith Barney 1992 - 1996
Shearson Lehman Brothers 1986 - 1991
Mobil Oil 1983 - 1986
Amerada Hess 1980 - 1982
Skills
Investments, Asset Managment, Capital Markets, Equities, Financial Analysis, Portfolio Management, Financial Modeling, Securities, Mutual Funds, Wealth Management, Asset Management, Retirement Planning, Management Consulting, Financial Services
Education
Columbia University - Columbia Business School 1982 — 1983
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1976 — 1980
BSE, Finance and Marketing
Matthew Vetto's Citigroup Experience 1997 - 2005
Job Principal, Douglas C. Lane & Associates
Industry Investment Management
Experience
Douglas C. Lane & Associates September 2005 - Present
Salomon Smith Barney 1997 - 2005
Citigroup 1997 - 2005
Citigroup Global Markets 1997 - 2005
Ernst & Young 1992 - 1995
Skills
Equity Research, Equities, Financial Modeling, Investments, Valuation, Mergers & Acquisitions, Asset Management, Investment Management, Financial Analysis
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
University of Washington 1989 — 1992
BA, Business, Accounting
Western Washington University
Douglas C. Lane & Associates September 2005 - Present
Salomon Smith Barney 1997 - 2005
Citigroup 1997 - 2005
Citigroup Global Markets 1997 - 2005
Ernst & Young 1992 - 1995
Skills
Equity Research, Equities, Financial Modeling, Investments, Valuation, Mergers & Acquisitions, Asset Management, Investment Management, Financial Analysis
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
University of Washington 1989 — 1992
BA, Business, Accounting
Western Washington University
Sarah Souri's Citigroup Experience April 1997 - June 2007
Job Vice President, Sr. Business Analyst at Albridge, an Affiliate of Pershing
Industry Information Technology and Services
Experience
Albridge, an Affiliate of Pershing December 2011 - Present
OM Ships International March 2009 - March 2010
Citigroup April 1997 - June 2007
UPS January 1994 - April 1997
Skills
Data Analysis, Wealth Reporting, Project Management, Business Requirements, Management, Process Improvement, Software Development, SQL, Vendor Management, SharePoint, Requirements Analysis, Business Intelligence, Requirements Gathering, User Acceptance Testing, Business Analysis, Software Project..., Analysis, Financial Services, Business Process..., Visio, SDLC, Integration, Equities
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
New Jersey Institute of Technology 1995 — 1996
M.S, Computer Science
Albridge, an Affiliate of Pershing December 2011 - Present
OM Ships International March 2009 - March 2010
Citigroup April 1997 - June 2007
UPS January 1994 - April 1997
Skills
Data Analysis, Wealth Reporting, Project Management, Business Requirements, Management, Process Improvement, Software Development, SQL, Vendor Management, SharePoint, Requirements Analysis, Business Intelligence, Requirements Gathering, User Acceptance Testing, Business Analysis, Software Project..., Analysis, Financial Services, Business Process..., Visio, SDLC, Integration, Equities
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
New Jersey Institute of Technology 1995 — 1996
M.S, Computer Science
Joseph Rodriguez's Citigroup Experience July 1999 - March 2007
Job Principal Investment Officer at IFC International Finance Corporation
Industry Financial Services
Experience
IFC - International Finance Corporation April 2012 - Present
Perpetual Energy Systems May 2010 - April 2012
AL Rajhi Capital March 2007 - May 2010
Citigroup July 1999 - March 2007
Skills
Renewable Energy, Leveraged Finance, Structured Finance, Project Finance, Investments, Banking, Energy, Bonds, Emerging Markets, Financial Modeling, Corporate Finance, Investment Banking, Private Equity, Financial Structuring, Syndications, Valuation, Due Diligence, Capital Markets, Venture Capital, Equities, Finance, Mergers & Acquisitions, Financial Advisory, Portfolio Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
The Johns Hopkins University 1988 — 1993
BS & MS, Civil Engineering
San Cirano
High School
IFC - International Finance Corporation April 2012 - Present
Perpetual Energy Systems May 2010 - April 2012
AL Rajhi Capital March 2007 - May 2010
Citigroup July 1999 - March 2007
Skills
Renewable Energy, Leveraged Finance, Structured Finance, Project Finance, Investments, Banking, Energy, Bonds, Emerging Markets, Financial Modeling, Corporate Finance, Investment Banking, Private Equity, Financial Structuring, Syndications, Valuation, Due Diligence, Capital Markets, Venture Capital, Equities, Finance, Mergers & Acquisitions, Financial Advisory, Portfolio Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
The Johns Hopkins University 1988 — 1993
BS & MS, Civil Engineering
San Cirano
High School
Danielle Faris's Citigroup Experience August 2003 - January 2008
Job Director, Oil & Convenience National Client Group at American Express
Industry Financial Services
Experience
American Express August 2013 - Present
American Express November 2011 - Present
Hudson Financial Partners January 2009 - November 2011
Alden Global Capital January 2008 - January 2009
Citigroup August 2003 - January 2008
Credit Suisse August 1998 - June 2001
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, 2003
Yale University 1994 — 1998
BA, Economics
American Express August 2013 - Present
American Express November 2011 - Present
Hudson Financial Partners January 2009 - November 2011
Alden Global Capital January 2008 - January 2009
Citigroup August 2003 - January 2008
Credit Suisse August 1998 - June 2001
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, 2003
Yale University 1994 — 1998
BA, Economics
Fernando Botargues's Citigroup Experience June 1992 - July 2005
Job Managing Partner LOBO Global Advisors
Industry Financial Services
Experience
LOBO Global Advisors June 2009 - Present
FDB Risk Consulting June 2008 - Present
Credit Suisse August 2005 - March 2008
Citigroup June 1992 - July 2005
Skills
Market Risk, Derivatives, Capital Markets, Credit Risk, Training & Development, Counterparty Risk, Balance Sheet Management, Liquidity Risk, Sales & Trading, Emerging Markets, Accrual Risk Management, Regulatory Capital, Economic Capital, Hedging, Balance Sheet, Employee Training, Credit, Corporate Finance, Finance, Fixed Income, Risk Management, Private Equity, Valuation, Portfolio Management, Financial Risk, Trading
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
Universidad Nacional de La Plata 1982 — 1987
Accounting, Finance
LOBO Global Advisors June 2009 - Present
FDB Risk Consulting June 2008 - Present
Credit Suisse August 2005 - March 2008
Citigroup June 1992 - July 2005
Skills
Market Risk, Derivatives, Capital Markets, Credit Risk, Training & Development, Counterparty Risk, Balance Sheet Management, Liquidity Risk, Sales & Trading, Emerging Markets, Accrual Risk Management, Regulatory Capital, Economic Capital, Hedging, Balance Sheet, Employee Training, Credit, Corporate Finance, Finance, Fixed Income, Risk Management, Private Equity, Valuation, Portfolio Management, Financial Risk, Trading
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
Universidad Nacional de La Plata 1982 — 1987
Accounting, Finance
Paul B Sheldon's Citigroup Experience February 1993 - April 2007
Job Managing Director at Student Loan Capital Strategies LLC
Industry Banking
Experience
Student Loan Capital Strategies LLC April 2007 - Present
Citigroup February 1993 - April 2007
Skills
Capital Markets, Fixed Income, Structured Finance, Investment Banking, Derivatives, Portfolio Management, Structured Products, Financial Structuring, Securitization, Corporate Finance, Hedge Funds, Corporate Governance
Education
Columbia University - Columbia Business School 1976 — 1977
MBA, Finance
Student Loan Capital Strategies LLC April 2007 - Present
Citigroup February 1993 - April 2007
Skills
Capital Markets, Fixed Income, Structured Finance, Investment Banking, Derivatives, Portfolio Management, Structured Products, Financial Structuring, Securitization, Corporate Finance, Hedge Funds, Corporate Governance
Education
Columbia University - Columbia Business School 1976 — 1977
MBA, Finance
Kenneth Koleyni's Citigroup Experience April 2006 - June 2008
Job Executive Vice President, Strategic Development; General Counsel at Spartan Race, Inc.
Industry Health, Wellness and Fitness
Experience
Spartan Race, Inc. May 2013 - Present
Spling Inc May 2013 - Present
NJK Holding April 2011 - May 2013
LEDIC Management Group December 2009 - March 2011
Citigroup April 2006 - June 2008
Skadden Arps October 2001 - March 2006
Skills
Securities, Mergers, Due Diligence, Capital Markets, Private Equity, Valuation, Real Estate Economics, Disposition, Private Placements, Real Estate, Asset Managment, Corporate Finance, Venture Capital, Acquisitions, Real Estate Development, Mergers & Acquisitions, Investment Banking, Asset Management, Strategy, Corporate Development, Investments, Corporate Governance, Divestitures
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2008 — 2009
Ms, Real Estate Development
University of Virginia School of Law 1998 — 2001
Juris Doctor, Law
Georgetown University 1993 — 1997
BA, Government
Memphis University School 1989 — 1993
High School
Spartan Race, Inc. May 2013 - Present
Spling Inc May 2013 - Present
NJK Holding April 2011 - May 2013
LEDIC Management Group December 2009 - March 2011
Citigroup April 2006 - June 2008
Skadden Arps October 2001 - March 2006
Skills
Securities, Mergers, Due Diligence, Capital Markets, Private Equity, Valuation, Real Estate Economics, Disposition, Private Placements, Real Estate, Asset Managment, Corporate Finance, Venture Capital, Acquisitions, Real Estate Development, Mergers & Acquisitions, Investment Banking, Asset Management, Strategy, Corporate Development, Investments, Corporate Governance, Divestitures
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2008 — 2009
Ms, Real Estate Development
University of Virginia School of Law 1998 — 2001
Juris Doctor, Law
Georgetown University 1993 — 1997
BA, Government
Memphis University School 1989 — 1993
High School
Maria M. Arnaud's Citigroup Experience 2000 - 2002
Job Nonprofit Program Management
Industry Nonprofit Organization Management
Experience
Teach For America March 2014 - December 2014
Local Initiatives Support Corporation 2005 - 2014
Circulo de la Hispanidad 2002 - 2005
Citigroup 2000 - 2002
Skills
Program Development, Non-profits, Grants, Capacity Building, Community Development, Strategic Planning, Financial Reporting, Program Management, Operations Management, Policy, Management, Nonprofits, Training, Strategy, Budgets, Data Analysis, Organizational..., Government, Research, Leadership Development, Economic Development, Public Policy, Affordable Housing, Spanish, International Relations, Managerial Finance, Project Management, Community Outreach, Leadership
Education
Columbia University - School of International and Public Affairs
Master of International Affairs (M.I.A.), International Business Development
Teach For America March 2014 - December 2014
Local Initiatives Support Corporation 2005 - 2014
Circulo de la Hispanidad 2002 - 2005
Citigroup 2000 - 2002
Skills
Program Development, Non-profits, Grants, Capacity Building, Community Development, Strategic Planning, Financial Reporting, Program Management, Operations Management, Policy, Management, Nonprofits, Training, Strategy, Budgets, Data Analysis, Organizational..., Government, Research, Leadership Development, Economic Development, Public Policy, Affordable Housing, Spanish, International Relations, Managerial Finance, Project Management, Community Outreach, Leadership
Education
Columbia University - School of International and Public Affairs
Master of International Affairs (M.I.A.), International Business Development
Nikhil Puri's Citigroup Experience May 2008 - August 2008
Job MBA Candidate at Columbia Business School, Value Investing Program Class of 2016
Industry Investment Management
Experience
Stone Forest Capital May 2015 - Present
Columbia Business School July 2014 - Present
American Capital March 2011 - June 2014
RBC Capital Markets June 2009 - March 2011
Citigroup May 2008 - August 2008
Skills
Investment Banking, Portfolio Management, Mergers & Acquisitions, Corporate Finance, Equities, Emerging Markets, Hedge Funds, Capital Markets, Due Diligence, Finance, Valuation, Risk Management, Financial Modeling, Financial Analysis, Venture Capital, Private Equity, LBO, Corporate Development
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Loyola Marymount University 2005 — 2009
BBA Honors, Finance and Economics
Imperial College London
Stone Forest Capital May 2015 - Present
Columbia Business School July 2014 - Present
American Capital March 2011 - June 2014
RBC Capital Markets June 2009 - March 2011
Citigroup May 2008 - August 2008
Skills
Investment Banking, Portfolio Management, Mergers & Acquisitions, Corporate Finance, Equities, Emerging Markets, Hedge Funds, Capital Markets, Due Diligence, Finance, Valuation, Risk Management, Financial Modeling, Financial Analysis, Venture Capital, Private Equity, LBO, Corporate Development
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Loyola Marymount University 2005 — 2009
BBA Honors, Finance and Economics
Imperial College London
Francesco Tonin's Citigroup Experience April 2006 - Present
Job Foreign Exchange Application Specialist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2014 - Present
Citigroup April 2006 - Present
Credit Suisse March 2005 - March 2006
Deutsche Bank August 2001 - February 2005
Morgan Stanley August 2000 - July 2001
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Università degli Studi di Torino 1992 — 1996
Ph.D., Partial Differential Equations
Università degli Studi di Padova 1986 — 1991
BS, Mathematics
Bloomberg LP January 2014 - Present
Citigroup April 2006 - Present
Credit Suisse March 2005 - March 2006
Deutsche Bank August 2001 - February 2005
Morgan Stanley August 2000 - July 2001
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Università degli Studi di Torino 1992 — 1996
Ph.D., Partial Differential Equations
Università degli Studi di Padova 1986 — 1991
BS, Mathematics
Amitabh Arora's Citigroup Experience October 2009 - August 2012
Job Systemic Risk at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
Citi August 2012 - April 2015
Citigroup October 2009 - August 2012
International Monetary Fund February 2009 - October 2009
Lehman Brothers 2004 - 2008
Morgan Stanley July 2003 - May 2004
Lehman Brothers December 1996 - May 2003
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Interest Rate..., Investments
Education
Columbia University - Columbia Business School 1991 — 1996
Ph.D., Finance
Citi April 2015 - Present
Citi August 2012 - April 2015
Citigroup October 2009 - August 2012
International Monetary Fund February 2009 - October 2009
Lehman Brothers 2004 - 2008
Morgan Stanley July 2003 - May 2004
Lehman Brothers December 1996 - May 2003
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Interest Rate..., Investments
Education
Columbia University - Columbia Business School 1991 — 1996
Ph.D., Finance
Evan Carpenter's Citigroup Experience June 1994 - August 1997
Job Vice President, Equities Research at Mutual of America Capital Management Corp.
Industry Investment Management
Experience
Mutual of America Capital Management Corp. August 2012 - Present
Lord Abbett August 2003 - August 2012
Gabelli Asset Management January 2000 - June 2003
US Trust May 1999 - August 1999
WorldTeach August 1997 - August 1998
Citigroup June 1994 - August 1997
Skills
Asset Allocation, Asset Management, Asset Managment, Bloomberg, Bonds, Business Valuation, Capital Markets, Competitive Analysis, Derivatives, Due Diligence, Economics, Electronic Trading, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fundamental Analysis, Hedge Funds, Investment Advisory, Investment Banking, Investment Strategies, Investments, Mergers, Mutual Funds, Options, Portfolio Management, Private Equity, Securities, Series 7, Special Situations, Trading, Trading Systems, Valuation, Value Investing, Wealth Management
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Lafayette College 1990 — 1994
BA, Math & Economics
Mutual of America Capital Management Corp. August 2012 - Present
Lord Abbett August 2003 - August 2012
Gabelli Asset Management January 2000 - June 2003
US Trust May 1999 - August 1999
WorldTeach August 1997 - August 1998
Citigroup June 1994 - August 1997
Skills
Asset Allocation, Asset Management, Asset Managment, Bloomberg, Bonds, Business Valuation, Capital Markets, Competitive Analysis, Derivatives, Due Diligence, Economics, Electronic Trading, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fundamental Analysis, Hedge Funds, Investment Advisory, Investment Banking, Investment Strategies, Investments, Mergers, Mutual Funds, Options, Portfolio Management, Private Equity, Securities, Series 7, Special Situations, Trading, Trading Systems, Valuation, Value Investing, Wealth Management
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Lafayette College 1990 — 1994
BA, Math & Economics
Jason Eisen's Citigroup Experience January 2010 - September 2013
Job Director at KKR
Industry Financial Services
Experience
KKR September 2013 - Present
Citigroup January 2010 - September 2013
Galleon Group June 2009 - December 2009
Mission Global Advisers March 2008 - June 2009
Banc of America Securities 2006 - 2008
UBS Investment Bank January 2005 - June 2006
Skills
Banking, Capital Markets, Equities, Equity Research, Financial Modeling, Fixed Income, Hedge Funds, Valuation
Education
Columbia University - Columbia Business School 2001 — 2002
MBA
Rutgers, The State University of New Jersey-Newark
JD
University of Michigan
BA
KKR September 2013 - Present
Citigroup January 2010 - September 2013
Galleon Group June 2009 - December 2009
Mission Global Advisers March 2008 - June 2009
Banc of America Securities 2006 - 2008
UBS Investment Bank January 2005 - June 2006
Skills
Banking, Capital Markets, Equities, Equity Research, Financial Modeling, Fixed Income, Hedge Funds, Valuation
Education
Columbia University - Columbia Business School 2001 — 2002
MBA
Rutgers, The State University of New Jersey-Newark
JD
University of Michigan
BA
Bruce W. Simmons's Citigroup Experience January 1974 - May 2003
Job VPCorporate Work Study Program Cristo Rey Atlanta Jesuit High School
Industry Education Management
Experience
Cristo Rey Atlanta Jesuit High School January 2015 - Present
Cristo Rey Atlanta Jesuit High School January 2012 - December 2014
Saint Joseph's Health System (A Member of Catholic Health East...Now Trinity Health) June 2003 - June 2009
Catholic Health East (Now Trinity Health) January 2003 - March 2009
CITIGROUP January 1974 - May 2003
United States Navy July 1969 - August 1972
Skills
Capital Markets, Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Strategic Planning, Valuation, Financial Modeling, Mergers & Acquisitions, Public Speaking, Business Strategy, Finance, Strategy, Social Media, Private Equity, Venture Capital, Research, Leadership, Hedge Funds, Microsoft Office, Loans, Start-ups, Risk Management, Bloomberg, Credit Analysis, Credit, Fixed Income, Securities, Investments, Portfolio Management, Corporate Governance, Business Development, Relationship Management, Executive Recruitment, Executive Compensation, Fundraising
Education
Columbia University - Columbia Business School 1972 — 1974
MBA, Finance
Georgetown University 1965 — 1969
BSBA, Finance, General
Cristo Rey Atlanta Jesuit High School January 2015 - Present
Cristo Rey Atlanta Jesuit High School January 2012 - December 2014
Saint Joseph's Health System (A Member of Catholic Health East...Now Trinity Health) June 2003 - June 2009
Catholic Health East (Now Trinity Health) January 2003 - March 2009
CITIGROUP January 1974 - May 2003
United States Navy July 1969 - August 1972
Skills
Capital Markets, Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Strategic Planning, Valuation, Financial Modeling, Mergers & Acquisitions, Public Speaking, Business Strategy, Finance, Strategy, Social Media, Private Equity, Venture Capital, Research, Leadership, Hedge Funds, Microsoft Office, Loans, Start-ups, Risk Management, Bloomberg, Credit Analysis, Credit, Fixed Income, Securities, Investments, Portfolio Management, Corporate Governance, Business Development, Relationship Management, Executive Recruitment, Executive Compensation, Fundraising
Education
Columbia University - Columbia Business School 1972 — 1974
MBA, Finance
Georgetown University 1965 — 1969
BSBA, Finance, General
Teresa McRoberts's Citigroup Experience 2005 - 2007
Job Founder at Bienville Health Science Partners
Industry Investment Management
Experience
Bienville Health Science Partners October 2013 - Present
Galleon Group January 2009 - November 2009
Carlyle Blue Wave 2007 - 2008
Citigroup 2005 - 2007
Fred Alger Management 2001 - 2005
Morgan Stanley 1998 - 2001
Fred Alger Management 1994 - 1998
JP Morgan 1985 - 1994
Cambridge Associates February 1980 - June 1983
Education
Columbia Business School 1983 — 1985
MBA
Bienville Health Science Partners October 2013 - Present
Galleon Group January 2009 - November 2009
Carlyle Blue Wave 2007 - 2008
Citigroup 2005 - 2007
Fred Alger Management 2001 - 2005
Morgan Stanley 1998 - 2001
Fred Alger Management 1994 - 1998
JP Morgan 1985 - 1994
Cambridge Associates February 1980 - June 1983
Education
Columbia Business School 1983 — 1985
MBA
Laurie Goldman's Citigroup Experience 2009 - Present
Job Consultant at Citigroup
Industry Financial Services
Experience
Citigroup 2009 - Present
Mercer 2007 - 2009
Bachelder Law Offices 2004 - 2006
Moody's Investors Service 1995 - 2000
UBS 1993 - 1995
Education
Columbia University - Columbia Business School
MBA, Finance
Massachusetts Institute of Technology
SB, Mathematics
Citigroup 2009 - Present
Mercer 2007 - 2009
Bachelder Law Offices 2004 - 2006
Moody's Investors Service 1995 - 2000
UBS 1993 - 1995
Education
Columbia University - Columbia Business School
MBA, Finance
Massachusetts Institute of Technology
SB, Mathematics
Katharine Lynch's Citigroup Experience August 2002 - January 2012
Job SVP at Citigroup
Industry Financial Services
Experience
Citigroup August 2002 - January 2012
Merrill Lynch July 1998 - July 2000
Merrill Lynch July 1996 - July 1998
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Portfolio Management
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Cornell University 1992 — 1996
BA, Economics
Citigroup August 2002 - January 2012
Merrill Lynch July 1998 - July 2000
Merrill Lynch July 1996 - July 1998
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Portfolio Management
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Cornell University 1992 — 1996
BA, Economics
Sandra Okuyama's Citigroup Experience June 2010 - August 2010
Job Financial Management Associate at Citi
Industry Financial Services
Experience
Citi August 2011 - Present
Citigroup June 2010 - August 2010
Kimberly-Clark February 2007 - May 2009
Kimberly-Clark October 2005 - January 2007
Unilever April 2004 - September 2005
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance and General Management
Universidad del Pacífico (PE) 2000 — 2004
BA, Accounting, Finance
Citi August 2011 - Present
Citigroup June 2010 - August 2010
Kimberly-Clark February 2007 - May 2009
Kimberly-Clark October 2005 - January 2007
Unilever April 2004 - September 2005
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance and General Management
Universidad del Pacífico (PE) 2000 — 2004
BA, Accounting, Finance
Diana Yen's Citigroup Experience 2008 - 2011
Job Corporate Development M&A at AT&T
Industry Financial Services
Experience
AT&T 2013 - Present
Wells Fargo Securities 2012 - 2012
Galway Capital 2011 - 2011
Citigroup 2008 - 2011
British Petroleum 2007 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Analysis, Due Diligence, Corporate Development, Strategy, Competitive Analysis, Business Strategy, Mergers & Acquisitions, Private Equity, Management Consulting, Venture Capital, Financial Analysis
Education
Columbia Business School
Rice University
AT&T 2013 - Present
Wells Fargo Securities 2012 - 2012
Galway Capital 2011 - 2011
Citigroup 2008 - 2011
British Petroleum 2007 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Analysis, Due Diligence, Corporate Development, Strategy, Competitive Analysis, Business Strategy, Mergers & Acquisitions, Private Equity, Management Consulting, Venture Capital, Financial Analysis
Education
Columbia Business School
Rice University
Daniel Goroff's Citigroup Experience July 2008 - Present
Job Mortgage Business Treasurer at Citigroup
Industry Financial Services
Experience
Citigroup July 2008 - Present
Citi August 2007 - June 2008
Citi September 2006 - August 2007
Citi January 2004 - September 2006
Skills
Derivatives, Fixed Income, Financial Modeling, Portfolio Management, Corporate Finance, Risk Management, Financial Analysis, Liquidity Management
Education
Columbia University - Columbia Business School 1988 — 1990
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 1981 — 1985
Bachelor's degree, Economics
Citigroup July 2008 - Present
Citi August 2007 - June 2008
Citi September 2006 - August 2007
Citi January 2004 - September 2006
Skills
Derivatives, Fixed Income, Financial Modeling, Portfolio Management, Corporate Finance, Risk Management, Financial Analysis, Liquidity Management
Education
Columbia University - Columbia Business School 1988 — 1990
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 1981 — 1985
Bachelor's degree, Economics
Steven Hartt's Citigroup Experience 1991 - 2002
Job Principal at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group 2010 - Present
Amalgamated Bank 2004 - 2010
Citigroup 1991 - 2002
Skills
Alternative Investments, Private Equity, Hedge Funds
Education
Columbia University - Columbia Business School 1989 — 1991
mba, Finance
University of Colorado Boulder - Leeds School of Business 1982 — 1986
BS, Finance
Meketa Investment Group 2010 - Present
Amalgamated Bank 2004 - 2010
Citigroup 1991 - 2002
Skills
Alternative Investments, Private Equity, Hedge Funds
Education
Columbia University - Columbia Business School 1989 — 1991
mba, Finance
University of Colorado Boulder - Leeds School of Business 1982 — 1986
BS, Finance
Evan Merberg's Citigroup Experience 2006 - 2008
Job Chief Operating Officer at Mayer Brown
Industry Law Practice
Experience
Mayer Brown June 2008 - Present
Citigroup 2006 - 2008
Citigroup 2003 - 2006
Citigroup 2001 - 2003
Citigroup 1998 - 2000
The Boston Consulting Group 1988 - 1997
Education
Columbia University - Columbia Business School
MBA, Finance
Tufts University
BA, Economics
Mayer Brown June 2008 - Present
Citigroup 2006 - 2008
Citigroup 2003 - 2006
Citigroup 2001 - 2003
Citigroup 1998 - 2000
The Boston Consulting Group 1988 - 1997
Education
Columbia University - Columbia Business School
MBA, Finance
Tufts University
BA, Economics
Jon Hoffman's Citigroup Experience 2001 - 2005
Job Principal at Rhone Group
Industry Financial Services
Experience
Rhône Group January 2014 - Present
Sixpoint Partners 2010 - 2013
Merrill Lynch 2005 - 2010
Citigroup 2001 - 2005
Education
Columbia Business School 1999 — 2000
MBA
University of Rochester
BS, Economics
Rhône Group January 2014 - Present
Sixpoint Partners 2010 - 2013
Merrill Lynch 2005 - 2010
Citigroup 2001 - 2005
Education
Columbia Business School 1999 — 2000
MBA
University of Rochester
BS, Economics
Evelyn Kenvin's Citigroup Experience 1980 - 2006
Job Independent Real Estate Professional
Industry Real Estate
Experience
Citigroup 1980 - 2006
Education
Columbia Business School
Cornell University
New York University
Citigroup 1980 - 2006
Education
Columbia Business School
Cornell University
New York University
Richard Trask's Citigroup Experience March 1989 - 2012
Job Retirement at Jamestown, RI
Industry Banking
Experience
N/a 2012 - Present
Citigroup March 1989 - 2012
Citibank June 1973 - 1989
US Army - 1969 to 1971 January 1969 - November 1971
Skills
Investment Banking, Banking, Capital Markets, Credit Risk, Portfolio Management, Bond Markets, Macroeconomics
Education
Columbia Business School 1972 — 1973
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 1964 — 1968
Bachelor of Arts (BA), American History (United States)
N/a 2012 - Present
Citigroup March 1989 - 2012
Citibank June 1973 - 1989
US Army - 1969 to 1971 January 1969 - November 1971
Skills
Investment Banking, Banking, Capital Markets, Credit Risk, Portfolio Management, Bond Markets, Macroeconomics
Education
Columbia Business School 1972 — 1973
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 1964 — 1968
Bachelor of Arts (BA), American History (United States)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
JP Morgan Chase
UBS
JPMorgan Chase & Co.