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
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Citigroup Employees
Employee
Years
Job
Industry
Alex Scherer, CFA Alex Scherer, CFA's Citigroup Experience July 2001 - June 2005
Job Associate Advisor at The Motley Fool
Industry Investment Management
Experience
The Motley Fool April 2009 - Present
Liberty Ridge Capital August 2005 - March 2009
Citigroup July 2001 - June 2005
Cambridge Associates January 1999 - June 2001
Skills
CFA charterholder, Equity Research, Asset Allocation, Equities, Valuation, Portfolio Management, Investment Management, Finance, Equity Valuation, Investments, Asset Management, Chartered Financial..., Securities, Financial Analysis, Mutual Funds, Investment Strategies
Education
Georgetown University 1995 — 1999
BA, Economics
Pine Crest School 1983 — 1995
The Motley Fool April 2009 - Present
Liberty Ridge Capital August 2005 - March 2009
Citigroup July 2001 - June 2005
Cambridge Associates January 1999 - June 2001
Skills
CFA charterholder, Equity Research, Asset Allocation, Equities, Valuation, Portfolio Management, Investment Management, Finance, Equity Valuation, Investments, Asset Management, Chartered Financial..., Securities, Financial Analysis, Mutual Funds, Investment Strategies
Education
Georgetown University 1995 — 1999
BA, Economics
Pine Crest School 1983 — 1995
Alex Wu Alex Wu's Citigroup Experience May 2006 - August 2006
Job Director of Marketing, Acquisition and Engagement at Newsela
Industry Marketing and Advertising
Experience
Newsela September 2015 - Present
Uber November 2014 - May 2015
Quora September 2012 - November 2014
Facebook July 2008 - September 2012
Facebook July 2008 - September 2012
Facebook July 2008 - July 2011
MarketBridge July 2007 - April 2008
Obama for America 2008 - 2008
University of Virginia August 2005 - May 2007
Citigroup May 2006 - August 2006
Skills
Social Media, Social Media Marketing, Digital Strategy, Digital Marketing, Online Advertising, Campaigns, Strategy, Marketing Strategy, Market Research, Facebook
Education
University of Virginia 2003 — 2007
Business, Marketing, Management, Government
Georgetown University
National Experimental High School Bilingual Department 1994 — 2003
Newsela September 2015 - Present
Uber November 2014 - May 2015
Quora September 2012 - November 2014
Facebook July 2008 - September 2012
Facebook July 2008 - September 2012
Facebook July 2008 - July 2011
MarketBridge July 2007 - April 2008
Obama for America 2008 - 2008
University of Virginia August 2005 - May 2007
Citigroup May 2006 - August 2006
Skills
Social Media, Social Media Marketing, Digital Strategy, Digital Marketing, Online Advertising, Campaigns, Strategy, Marketing Strategy, Market Research, Facebook
Education
University of Virginia 2003 — 2007
Business, Marketing, Management, Government
Georgetown University
National Experimental High School Bilingual Department 1994 — 2003
Lewis Fisher Lewis Fisher's Citigroup Experience 2006 - 2009
Job Managing Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2014 - Present
HSBC 2010 - 2014
Citigroup 2006 - 2009
Bank of America 1996 - 2006
Bank of America 1992 - 1996
Bank of America 1988 - 1992
Skills
Capital Markets, Fixed Income, Portfolio Management, Corporate Finance, Banking, Structured Finance, Financial Structuring, Management, Credit Analysis, Financial Analysis, Financial Modeling, Equities, Derivatives, Treasury Management, Credit Risk, Private Equity, Hedge Funds, Emerging Markets, Bloomberg, Credit, Valuation, Commercial Banking
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA, Finance
Georgetown University 1980 — 1984
BSBA, Finance and International Business
J.P. Morgan 2014 - Present
HSBC 2010 - 2014
Citigroup 2006 - 2009
Bank of America 1996 - 2006
Bank of America 1992 - 1996
Bank of America 1988 - 1992
Skills
Capital Markets, Fixed Income, Portfolio Management, Corporate Finance, Banking, Structured Finance, Financial Structuring, Management, Credit Analysis, Financial Analysis, Financial Modeling, Equities, Derivatives, Treasury Management, Credit Risk, Private Equity, Hedge Funds, Emerging Markets, Bloomberg, Credit, Valuation, Commercial Banking
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA, Finance
Georgetown University 1980 — 1984
BSBA, Finance and International Business
Jennifer (Jae) Baick, MBA, CFP® Jennifer (Jae) Baick, MBA, CFP®'s Citigroup Experience 2003 - 2005
Job Director at Freestone Capital Management
Industry Financial Services
Experience
Freestone Capital Management May 2013 - Present
First Foundation Advisors November 2008 - December 2011
Samsung 2005 - 2007
Citigroup 2003 - 2005
Prudential 1999 - 2003
Skills
Investments, Wealth Management, Estate Planning, Strategic Financial..., Wealth, Retirement Planning, Asset Allocation, Retirement, Wealth Management..., Financial Modeling, Investment Management, Asset Management, High Net Worth..., Finance
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Marketing, Finance
Georgetown University 2003 — 2005
CFP Program
Sweet Briar College 1995 — 1999
BS, Government, Education
Freestone Capital Management May 2013 - Present
First Foundation Advisors November 2008 - December 2011
Samsung 2005 - 2007
Citigroup 2003 - 2005
Prudential 1999 - 2003
Skills
Investments, Wealth Management, Estate Planning, Strategic Financial..., Wealth, Retirement Planning, Asset Allocation, Retirement, Wealth Management..., Financial Modeling, Investment Management, Asset Management, High Net Worth..., Finance
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Marketing, Finance
Georgetown University 2003 — 2005
CFP Program
Sweet Briar College 1995 — 1999
BS, Government, Education
Raj Nandy Raj Nandy's Citigroup Experience June 2005 - July 2010
Job Digital Strategist at World Bank
Industry Internet
Experience
MealTango 2015 - Present
The World Bank August 2012 - Present
Georgetown University McDonough School of Business July 2010 - August 2012
Fair Observer January 2012 - May 2012
Banco Santander January 2012 - March 2012
Exclusively.In & Sher Singh Group June 2011 - August 2011
Citigroup June 2005 - July 2010
LikeBucks LLC January 2009 - March 2010
Skills
Product Management, Cross-functional Team..., Entrepreneurship, Social Media, SDLC, Market Research, Data Analysis, Web Strategy, Start-ups, Marketing Strategy, International..., SQL, Analytics, Mobile Strategy, VBA, Microsoft Excel, Information Technology, Banking Technologies, Domain Names, Analysis, Digital Strategy, Project Management, Management, Strategy
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA
Stevens Institute of Technology 2002 — 2006
BE
Stevens Institute of Technology 2002 — 2006
Grad Cert
MealTango 2015 - Present
The World Bank August 2012 - Present
Georgetown University McDonough School of Business July 2010 - August 2012
Fair Observer January 2012 - May 2012
Banco Santander January 2012 - March 2012
Exclusively.In & Sher Singh Group June 2011 - August 2011
Citigroup June 2005 - July 2010
LikeBucks LLC January 2009 - March 2010
Skills
Product Management, Cross-functional Team..., Entrepreneurship, Social Media, SDLC, Market Research, Data Analysis, Web Strategy, Start-ups, Marketing Strategy, International..., SQL, Analytics, Mobile Strategy, VBA, Microsoft Excel, Information Technology, Banking Technologies, Domain Names, Analysis, Digital Strategy, Project Management, Management, Strategy
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA
Stevens Institute of Technology 2002 — 2006
BE
Stevens Institute of Technology 2002 — 2006
Grad Cert
Jordan Albert Jordan Albert's Citigroup Experience June 2014 - Present
Job Associate at Citigroup
Industry Financial Services
Experience
Citigroup June 2014 - Present
Citigroup June 2010 - June 2014
Skills
Emerging Markets, Credit, Fixed Income, Alternative Investments, Equities, Financial Analysis, Due Diligence, Financial Modeling, Derivatives, Corporate Finance, Microsoft Excel, Bloomberg, Portfolio Management, PowerPoint, Finance, Credit Analysis, Credit Risk, Valuation, Strategic Financial..., Investment Banking, Data Analysis, Capital Markets
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Finance, International Business
London School of Economics and Political Science 2008 — 2009
Study Abroad, Economics, Finance
Citigroup June 2014 - Present
Citigroup June 2010 - June 2014
Skills
Emerging Markets, Credit, Fixed Income, Alternative Investments, Equities, Financial Analysis, Due Diligence, Financial Modeling, Derivatives, Corporate Finance, Microsoft Excel, Bloomberg, Portfolio Management, PowerPoint, Finance, Credit Analysis, Credit Risk, Valuation, Strategic Financial..., Investment Banking, Data Analysis, Capital Markets
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Finance, International Business
London School of Economics and Political Science 2008 — 2009
Study Abroad, Economics, Finance
David Kovach's Citigroup Experience 2000 - Present
Job SVP Entertainment Marketing, Citi
Industry Marketing and Advertising
Experience
Citigroup 2000 - Present
Education
Georgetown University
Citigroup 2000 - Present
Education
Georgetown University
Rita Gemayel, CAMS, CFCS's Citigroup Experience 2004 - 2005
Job AntiMoney Laundering Consultant, Financial Crimes Specialist
Industry Financial Services
Experience
Compliance & AML consulting December 2011 - Present
Morgan Stanley 2005 - 2007
Citigroup 2004 - 2005
JPMorgan Chase 1996 - 2004
Skills
AML, USA PATRIOT Act, KYC, Bank Secrecy Act, Financial Risk, Operational Risk..., Regulations, Financial Regulation, Fraud, Financial Institutions, Certified Anti-Money..., Auditing, Risk Assessment, Policy, Operational Risk, Anti Money Laundering, Risk Management, Banking
Education
NYU Stern School of Business 1992 — 1999
MBA, Business Administration
Georgetown University 1988 — 1992
Business, Italian Language
Compliance & AML consulting December 2011 - Present
Morgan Stanley 2005 - 2007
Citigroup 2004 - 2005
JPMorgan Chase 1996 - 2004
Skills
AML, USA PATRIOT Act, KYC, Bank Secrecy Act, Financial Risk, Operational Risk..., Regulations, Financial Regulation, Fraud, Financial Institutions, Certified Anti-Money..., Auditing, Risk Assessment, Policy, Operational Risk, Anti Money Laundering, Risk Management, Banking
Education
NYU Stern School of Business 1992 — 1999
MBA, Business Administration
Georgetown University 1988 — 1992
Business, Italian Language
Alexandra Dumitru Alexandra Dumitru's Citigroup Experience July 2003 - September 2004
Job Novelist & Entrepreneur at Bailouts & Blackouts
Industry Publishing
Experience
Alexandra Dumitru 2008 - Present
Huntington Capital Partners June 2011 - July 2012
Sherman Worldwide Inc. July 2008 - June 2011
Bear Stearns September 2007 - June 2008
Satellite Asset Management May 2005 - January 2006
Citigroup July 2003 - September 2004
GOLDMAN SACHS June 2002 - August 2002
Third Millennium Trading May 2000 - August 2001
Skills
Equities, Fixed Income, Derivatives, Valuation, Hedge Funds, Trading, Emerging Markets, Entrepreneurship, Financial Modeling, Strategy, Investments, Private Equity, Venture Capital, Start-ups, Portfolio Management, Business Development, Analysis, Finance, Strategic Planning
Education
Georgetown University 1998 — 2003
BSFS, B.S. in Foreign Service, Major: International Culture & Politics
Fenwick High School 1994 — 1998
Alexandra Dumitru 2008 - Present
Huntington Capital Partners June 2011 - July 2012
Sherman Worldwide Inc. July 2008 - June 2011
Bear Stearns September 2007 - June 2008
Satellite Asset Management May 2005 - January 2006
Citigroup July 2003 - September 2004
GOLDMAN SACHS June 2002 - August 2002
Third Millennium Trading May 2000 - August 2001
Skills
Equities, Fixed Income, Derivatives, Valuation, Hedge Funds, Trading, Emerging Markets, Entrepreneurship, Financial Modeling, Strategy, Investments, Private Equity, Venture Capital, Start-ups, Portfolio Management, Business Development, Analysis, Finance, Strategic Planning
Education
Georgetown University 1998 — 2003
BSFS, B.S. in Foreign Service, Major: International Culture & Politics
Fenwick High School 1994 — 1998
Tamar Tashjian's Citigroup Experience 2006 - 2009
Job General Manager, AcreValue at Granular
Industry Internet
Experience
Granular May 2015 - Present
Trulia January 2014 - May 2015
Trulia November 2012 - December 2013
Monitor Group August 2011 - November 2012
Apple Inc. June 2010 - October 2010
Citigroup 2006 - 2009
Skills
Financial Modeling, Business Strategy, Management Consulting, Valuation, Competitive Analysis, Strategy, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Segmentation, Product Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
Georgetown University
B.S. in Foreign Service, International Political Economy, Latin American Studies
Granular May 2015 - Present
Trulia January 2014 - May 2015
Trulia November 2012 - December 2013
Monitor Group August 2011 - November 2012
Apple Inc. June 2010 - October 2010
Citigroup 2006 - 2009
Skills
Financial Modeling, Business Strategy, Management Consulting, Valuation, Competitive Analysis, Strategy, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Segmentation, Product Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
Georgetown University
B.S. in Foreign Service, International Political Economy, Latin American Studies
Maria Nasyezda Vega Vega Maria Nasyezda Vega Vega's Citigroup Experience 2004 - 2006
Job Investor Relations and New Business Development Executive
Industry International Affairs
Experience
Zanna "Tecnosalud en Fusion" June 2013 - Present
Greenfields Energy and Resources December 2010 - Present
Carsama September 2010 - December 2010
Citigroup 2004 - 2006
Redfields Corp 2003 - 2004
AIG 2002 - 2003
Morgan Stanley Smith Barney 2002 - 2002
Skills
Financial Analysis, Strategic Planning, Corporate Finance, Analysis, Business Strategy, Public Speaking, Research, Management, New Business Development
Education
New York University 2008 — 2010
M.S in Global Affairs, Private Sector and Energy/Environmental Policy
Georgetown University - The McDonough School of Business 2013 — 2013
Global Competitiveness and Leadership
University of South Florida 2000 — 2002
BBA, Finance
Zanna "Tecnosalud en Fusion" June 2013 - Present
Greenfields Energy and Resources December 2010 - Present
Carsama September 2010 - December 2010
Citigroup 2004 - 2006
Redfields Corp 2003 - 2004
AIG 2002 - 2003
Morgan Stanley Smith Barney 2002 - 2002
Skills
Financial Analysis, Strategic Planning, Corporate Finance, Analysis, Business Strategy, Public Speaking, Research, Management, New Business Development
Education
New York University 2008 — 2010
M.S in Global Affairs, Private Sector and Energy/Environmental Policy
Georgetown University - The McDonough School of Business 2013 — 2013
Global Competitiveness and Leadership
University of South Florida 2000 — 2002
BBA, Finance
Bart Kresse Bart Kresse's Citigroup Experience August 2000 - January 2003
Job Account Executive @ M&T Insurance Agency
Industry Financial Services
Experience
M&T Bank February 2008 - Present
Lord Abbett January 2003 - February 2008
Citigroup August 2000 - January 2003
ActivityNet January 2000 - August 2000
JP Morgan Chase August 1998 - January 2000
Skills
Management, Strategic Planning, Product Management, E-commerce, Strategy, Integrated Marketing, Marketing, Project Management
Education
Georgetown University 1994 — 1998
BA, English; Spanish
M&T Bank February 2008 - Present
Lord Abbett January 2003 - February 2008
Citigroup August 2000 - January 2003
ActivityNet January 2000 - August 2000
JP Morgan Chase August 1998 - January 2000
Skills
Management, Strategic Planning, Product Management, E-commerce, Strategy, Integrated Marketing, Marketing, Project Management
Education
Georgetown University 1994 — 1998
BA, English; Spanish
Victoria Li, CFA Victoria Li, CFA's Citigroup Experience September 2011 - July 2014
Job Vice President at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2014 - Present
Citigroup September 2011 - July 2014
Citigroup July 2007 - September 2011
Goldman Sachs May 2006 - August 2006
Education
Georgetown University 2003 — 2006
B.A., Economics, Math, Magna Cum Laude, Phi Beta Kappa
Morgan Stanley Investment Management August 2014 - Present
Citigroup September 2011 - July 2014
Citigroup July 2007 - September 2011
Goldman Sachs May 2006 - August 2006
Education
Georgetown University 2003 — 2006
B.A., Economics, Math, Magna Cum Laude, Phi Beta Kappa
Ed Hickman Ed Hickman's Citigroup Experience July 2005 - July 2008
Job Senior Vice President at Relativity Capital
Industry Venture Capital & Private Equity
Experience
Relativity Capital July 2008 - Present
Citigroup July 2005 - July 2008
Skills
Financial Modeling, LBO, Valuation, Private Equity, Due Diligence, Mergers, Financial Analysis, Investment Banking, Corporate Finance, DCF, Corporate Development, Mergers & Acquisitions, M&A experience, Investments, Business Valuation, Venture Capital, Leveraged Finance, Capital Markets, Alternative Investments
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BS, Finance
Relativity Capital July 2008 - Present
Citigroup July 2005 - July 2008
Skills
Financial Modeling, LBO, Valuation, Private Equity, Due Diligence, Mergers, Financial Analysis, Investment Banking, Corporate Finance, DCF, Corporate Development, Mergers & Acquisitions, M&A experience, Investments, Business Valuation, Venture Capital, Leveraged Finance, Capital Markets, Alternative Investments
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BS, Finance
Guillermo Guerra Guillermo Guerra's Citigroup Experience January 2009 - July 2010
Job IT Executive | CISO | CISSP | Information Security Executive
Industry Information Technology and Services
Experience
Jackson July 2014 - Present
PwC 2013 - 2014
Webroot 2013 - 2013
HP Enterprise Services April 2011 - 2013
HP Enterprise Services April 2011 - May 2012
Vigilant, Inc 2010 - 2011
Citigroup January 2009 - July 2010
Citigroup June 2006 - December 2008
Citigroup May 2005 - June 2006
Citigroup January 2002 - May 2005
Skills
information se, Information Security..., CISSP, Leadership Development, lead, Legal Compliance, Cost Reduction..., Business Process..., Technology Integration, Strategic and..., IT Service Management, Service Delivery, SOX, Global Management, Global Operations, Resource Management, Risk Assessment, Security Monitoring, SIEM, Revenue Optimization, DLP, IT Audit, Internal Controls, Internal Audit, F5, Capability Assessment, Security Engineering, Network Security, Identity Management, Authentication, Security Architecture..., Computer Security, Antivirus, Strategic Technology..., Centralization, Security Tools, Vulnerability Assessment, Vulnerability Management, Threat Monitoring, Security Operations, IT Asset Management, Security, IT Management, F5 BigIP, IT Operations, Information Security, ITIL, Infrastructure, Firewalls, Sarbanes-Oxley Act
Education
Georgia Institute of Technology 1999 — 2000
Masters, Industrial Engineering
Tecnológico de Monterrey 1991 — 1995
Bachelors, Mechanical Engineering & Management
Jackson July 2014 - Present
PwC 2013 - 2014
Webroot 2013 - 2013
HP Enterprise Services April 2011 - 2013
HP Enterprise Services April 2011 - May 2012
Vigilant, Inc 2010 - 2011
Citigroup January 2009 - July 2010
Citigroup June 2006 - December 2008
Citigroup May 2005 - June 2006
Citigroup January 2002 - May 2005
Skills
information se, Information Security..., CISSP, Leadership Development, lead, Legal Compliance, Cost Reduction..., Business Process..., Technology Integration, Strategic and..., IT Service Management, Service Delivery, SOX, Global Management, Global Operations, Resource Management, Risk Assessment, Security Monitoring, SIEM, Revenue Optimization, DLP, IT Audit, Internal Controls, Internal Audit, F5, Capability Assessment, Security Engineering, Network Security, Identity Management, Authentication, Security Architecture..., Computer Security, Antivirus, Strategic Technology..., Centralization, Security Tools, Vulnerability Assessment, Vulnerability Management, Threat Monitoring, Security Operations, IT Asset Management, Security, IT Management, F5 BigIP, IT Operations, Information Security, ITIL, Infrastructure, Firewalls, Sarbanes-Oxley Act
Education
Georgia Institute of Technology 1999 — 2000
Masters, Industrial Engineering
Tecnológico de Monterrey 1991 — 1995
Bachelors, Mechanical Engineering & Management
Thomas Stewart Thomas Stewart's Citigroup Experience June 2007 - August 2010
Job Bridgewater
Industry Financial Services
Experience
Bridgewater Associates August 2012 - Present
McKinsey & Company August 2010 - August 2012
Citigroup June 2007 - August 2010
Citigroup June 2004 - June 2007
Apple May 2002 - August 2002
Intel January 2000 - May 2000
Skills
Analytics, Management Consulting, Business Strategy, Financial Modeling, Program Management, Strategy
Education
Harvard Business School 2007 — 2009
MBA, General Management
Georgia Institute of Technology 2002 — 2004
MSE, Electrical Engineering
University of Michigan 1997 — 2002
BSE, Electrical Engineering
University of Michigan 1997 — 2002
BSE, Computer Engineering
Bridgewater Associates August 2012 - Present
McKinsey & Company August 2010 - August 2012
Citigroup June 2007 - August 2010
Citigroup June 2004 - June 2007
Apple May 2002 - August 2002
Intel January 2000 - May 2000
Skills
Analytics, Management Consulting, Business Strategy, Financial Modeling, Program Management, Strategy
Education
Harvard Business School 2007 — 2009
MBA, General Management
Georgia Institute of Technology 2002 — 2004
MSE, Electrical Engineering
University of Michigan 1997 — 2002
BSE, Electrical Engineering
University of Michigan 1997 — 2002
BSE, Computer Engineering
Karen Ladd Karen Ladd's Citigroup Experience August 2006 - May 2007
Job Service Engineering Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft November 2013 - Present
Microsoft August 2012 - November 2013
Microsoft Corporation May 2010 - September 2012
Microsoft June 2007 - May 2010
Citigroup August 2006 - May 2007
GE December 1999 - August 2006
Skills
Six Sigma, Process Engineering, PMO, Business Process..., Business Process, Supply Chain Management, Capacity Management, SharePoint, Operations Management, Metrics, Process Improvement, Program Management, PMP
Education
Webster University 1995 — 1997
Master Degree, Information Systems Management
George Mason University 1982 — 1987
BS, Biology
Microsoft November 2013 - Present
Microsoft August 2012 - November 2013
Microsoft Corporation May 2010 - September 2012
Microsoft June 2007 - May 2010
Citigroup August 2006 - May 2007
GE December 1999 - August 2006
Skills
Six Sigma, Process Engineering, PMO, Business Process..., Business Process, Supply Chain Management, Capacity Management, SharePoint, Operations Management, Metrics, Process Improvement, Program Management, PMP
Education
Webster University 1995 — 1997
Master Degree, Information Systems Management
George Mason University 1982 — 1987
BS, Biology
Theresa Velasquez's Citigroup Experience October 2008 - May 2013
Job Sr. Director, Festival Sales at Live Nation
Industry Entertainment
Experience
Live Nation June 2015 - Present
SFX Entertainment, Inc. May 2013 - May 2015
Audio4Play Inc. September 2004 - January 2015
Citigroup October 2008 - May 2013
Sony BMG March 2007 - March 2008
Skills
Entertainment, Social Networking, Pro Tools, Public Speaking, New Business Development, Fixed Income, Spanish, Social Media Marketing, Social Media, Sales, Integrated Marketing, Entrepreneurship, Management, Online Marketing, Marketing, Digital Marketing, Digital Media, Marketing Strategy, Event Planning, Event Management, Public speaking
Education
Georgetown University
Bachelor of Science, Pre Medicine
New York University
Master’s Degree, Music Business
Live Nation June 2015 - Present
SFX Entertainment, Inc. May 2013 - May 2015
Audio4Play Inc. September 2004 - January 2015
Citigroup October 2008 - May 2013
Sony BMG March 2007 - March 2008
Skills
Entertainment, Social Networking, Pro Tools, Public Speaking, New Business Development, Fixed Income, Spanish, Social Media Marketing, Social Media, Sales, Integrated Marketing, Entrepreneurship, Management, Online Marketing, Marketing, Digital Marketing, Digital Media, Marketing Strategy, Event Planning, Event Management, Public speaking
Education
Georgetown University
Bachelor of Science, Pre Medicine
New York University
Master’s Degree, Music Business
Phil Bienert Phil Bienert's Citigroup Experience January 2005 - February 2008
Job Chief Marketing Officer and EVP, Digital Commerce at GoDaddy
Industry Internet
Experience
GoDaddy March 2015 - Present
GoDaddy April 2013 - March 2015
AT&T May 2011 - March 2013
AT&T February 2008 - May 2011
Citigroup January 2005 - February 2008
Volvo Cars of North America May 2000 - January 2005
Ford Motor Company June 1998 - May 2000
Ford Motor Company March 1997 - May 1998
Ford Motor Company June 1996 - February 1998
Ford Motor Company August 1995 - June 1996
Skills
Customer Experience, E-commerce, Social Media, Mobile Applications, Web Design, Digital Media, CRM, Product Management, Cross-functional Team..., Website Development, Strategic Partnerships, Business Strategy, Product Marketing, Marketing Strategy, New Business Development, Product Development, Portal Development, Direct Marketing, Strategy, Digital Marketing, Marketing, Segmentation, Online Marketing, Mobile Devices
Education
Georgetown University
BA
The University of Texas at Austin
MBA
GoDaddy March 2015 - Present
GoDaddy April 2013 - March 2015
AT&T May 2011 - March 2013
AT&T February 2008 - May 2011
Citigroup January 2005 - February 2008
Volvo Cars of North America May 2000 - January 2005
Ford Motor Company June 1998 - May 2000
Ford Motor Company March 1997 - May 1998
Ford Motor Company June 1996 - February 1998
Ford Motor Company August 1995 - June 1996
Skills
Customer Experience, E-commerce, Social Media, Mobile Applications, Web Design, Digital Media, CRM, Product Management, Cross-functional Team..., Website Development, Strategic Partnerships, Business Strategy, Product Marketing, Marketing Strategy, New Business Development, Product Development, Portal Development, Direct Marketing, Strategy, Digital Marketing, Marketing, Segmentation, Online Marketing, Mobile Devices
Education
Georgetown University
BA
The University of Texas at Austin
MBA
Nicole Carroll's Citigroup Experience 2007 - 2011
Job Global Head of Emerging and Advanced Payments at Discover Financial Services
Industry Banking
Experience
Discover Financial Services August 2013 - Present
Citi Group 2011 - 2013
Citigroup 2007 - 2011
Cubic 2004 - 2006
TranSys 1998 - 2004
Visa June 1995 - June 1998
Sears, Roebuck and Co. 1994 - 1995
Citi June 1990 - June 1994
Skills
Credit Cards, Banking, Capital Markets, Financial Services, Portfolio Management, Credit, Payments, Product Marketing, Venture Capital, Strategic Partnerships, Cross-functional Team..., Marketing, Leadership
Education
Georgetown University 1986 — 1990
Economics and International Relations
Univerisdad de Sevilla 1988 — 1989
Discover Financial Services August 2013 - Present
Citi Group 2011 - 2013
Citigroup 2007 - 2011
Cubic 2004 - 2006
TranSys 1998 - 2004
Visa June 1995 - June 1998
Sears, Roebuck and Co. 1994 - 1995
Citi June 1990 - June 1994
Skills
Credit Cards, Banking, Capital Markets, Financial Services, Portfolio Management, Credit, Payments, Product Marketing, Venture Capital, Strategic Partnerships, Cross-functional Team..., Marketing, Leadership
Education
Georgetown University 1986 — 1990
Economics and International Relations
Univerisdad de Sevilla 1988 — 1989
Timothy Olson, CAIA's Citigroup Experience June 2009 - August 2009
Job Alternative Investments Sales Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
J.P. Morgan July 2010 - November 2013
GUASFCU August 2007 - September 2009
Citigroup June 2009 - August 2009
Skills
Business Strategy, Derivatives, Sales Management, Financial Modeling, Valuation, Investments, FX Options, Management, Alternative Investments, Bloomberg, Financial Analysis, Investment Banking, Portfolio Management, Series 63, Investment Management, Equities, Finance
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Business Adminstration, Finance, International Business
The Chinese University of Hong Kong 2008 — 2008
CFA Institute
Merrill Lynch November 2013 - Present
J.P. Morgan July 2010 - November 2013
GUASFCU August 2007 - September 2009
Citigroup June 2009 - August 2009
Skills
Business Strategy, Derivatives, Sales Management, Financial Modeling, Valuation, Investments, FX Options, Management, Alternative Investments, Bloomberg, Financial Analysis, Investment Banking, Portfolio Management, Series 63, Investment Management, Equities, Finance
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Business Adminstration, Finance, International Business
The Chinese University of Hong Kong 2008 — 2008
CFA Institute
Bill O'Leary Bill O'Leary's Citigroup Experience May 1998 - December 1999
Job Executive Search and Assessment Consultant at Russell Reynolds Associates
Industry Public Relations and Communications
Experience
Russell Reynolds Associates May 2014 - Present
Grenzebach Glier & Associates March 2011 - May 2014
Georgetown University May 2007 - March 2011
Fannie Mae February 2002 - April 2007
Bid4Assets.com December 1999 - January 2002
Citigroup May 1998 - December 1999
US Securities and Exchange Commission April 1993 - July 1996
Clinton Gore Advance Staff 1991 - 1992
Skills
Strategic Communications, Public Relations, Fundraising, Strategic Planning, Marketing Communications, Social Media, Media Relations, Philanthropy, Integrated Marketing, Non-profits, Marketing Strategy, Crisis Communications, Social Media Marketing, Marketing, Market Research, Content Management, Newsletters, Strategy, Press Releases, Internal Communications, Nonprofits, Management
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Marketing
The Johns Hopkins University 1994 — 1996
M.A., Writing
University of Massachusetts, Amherst 1987 — 1991
BA, English
St. Johns Prep 1983 — 1987
High School
Russell Reynolds Associates May 2014 - Present
Grenzebach Glier & Associates March 2011 - May 2014
Georgetown University May 2007 - March 2011
Fannie Mae February 2002 - April 2007
Bid4Assets.com December 1999 - January 2002
Citigroup May 1998 - December 1999
US Securities and Exchange Commission April 1993 - July 1996
Clinton Gore Advance Staff 1991 - 1992
Skills
Strategic Communications, Public Relations, Fundraising, Strategic Planning, Marketing Communications, Social Media, Media Relations, Philanthropy, Integrated Marketing, Non-profits, Marketing Strategy, Crisis Communications, Social Media Marketing, Marketing, Market Research, Content Management, Newsletters, Strategy, Press Releases, Internal Communications, Nonprofits, Management
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Marketing
The Johns Hopkins University 1994 — 1996
M.A., Writing
University of Massachusetts, Amherst 1987 — 1991
BA, English
St. Johns Prep 1983 — 1987
High School
Patrick Fitzgibbon, CFA Patrick Fitzgibbon, CFA's Citigroup Experience July 2007 - November 2010
Job
Industry Investment Banking
Experience
Wells Fargo Securities May 2013 - August 2013
Strategas Research Partners October 2011 - July 2012
Citigroup July 2007 - November 2010
Education
Georgetown University - The McDonough School of Business
Master of Business Administration
University of Southern California
Bachelor of Arts, International Relations - Global Business
Saint Ignatius College Preparatory
Wells Fargo Securities May 2013 - August 2013
Strategas Research Partners October 2011 - July 2012
Citigroup July 2007 - November 2010
Education
Georgetown University - The McDonough School of Business
Master of Business Administration
University of Southern California
Bachelor of Arts, International Relations - Global Business
Saint Ignatius College Preparatory
Brian Grady's Citigroup Experience October 2002 - October 2007
Job Business/Data Analyst at Standard & Poor's
Industry Capital Markets
Experience
Standard & Poor's June 2013 - Present
Genpact/Headstrong June 2011 - June 2013
Princeton Information July 2009 - July 2010
Open Systems January 2009 - June 2009
Info Technologies December 2007 - November 2008
Citigroup October 2002 - October 2007
Deutsche Bank July 1996 - June 2002
Pershing February 1990 - July 1996
Drexel Burnham Lambert July 1982 - January 1990
Blue Cross/Blue Shield of Greater New York July 1979 - July 1982
Skills
Business Analysis, Oracle, SQL, DB2, HTML, Requirements Gathering, Analysis, Sybase, UML, XML, Data Analysis, Databases, Data Modeling, Business Intelligence
Education
St. John's University 1979 — 1984
M.B.A., Management Information Systems, 3.4
Georgetown University 1973 — 1977
B.A., Public Administration, 3.4
Standard & Poor's June 2013 - Present
Genpact/Headstrong June 2011 - June 2013
Princeton Information July 2009 - July 2010
Open Systems January 2009 - June 2009
Info Technologies December 2007 - November 2008
Citigroup October 2002 - October 2007
Deutsche Bank July 1996 - June 2002
Pershing February 1990 - July 1996
Drexel Burnham Lambert July 1982 - January 1990
Blue Cross/Blue Shield of Greater New York July 1979 - July 1982
Skills
Business Analysis, Oracle, SQL, DB2, HTML, Requirements Gathering, Analysis, Sybase, UML, XML, Data Analysis, Databases, Data Modeling, Business Intelligence
Education
St. John's University 1979 — 1984
M.B.A., Management Information Systems, 3.4
Georgetown University 1973 — 1977
B.A., Public Administration, 3.4
Gregory Fantoni Gregory Fantoni's Citigroup Experience June 2011 - February 2014
Job IBD Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2014 - Present
Citigroup June 2011 - February 2014
SEI Investments June 2010 - August 2010
InvestEdge, Inc. June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Data Analysis, Corporate Finance, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Finance and International Business Double Major
UNSW Australia 2009 — 2009
Finance and Business
West Chester East High School 2003 — 2007
High School Diploma
Credit Suisse March 2014 - Present
Citigroup June 2011 - February 2014
SEI Investments June 2010 - August 2010
InvestEdge, Inc. June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Data Analysis, Corporate Finance, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Finance and International Business Double Major
UNSW Australia 2009 — 2009
Finance and Business
West Chester East High School 2003 — 2007
High School Diploma
Catherine Saunders's Citigroup Experience July 2011 - July 2012
Job Senior Associate at Providence Equity Partners Credit Platform (Benefit Street Partners)
Industry Financial Services
Experience
Providence Equity Partners - Credit Platform (Benefit Street Partners) April 2015 - Present
Citi July 2012 - April 2015
Citigroup July 2011 - July 2012
Citi June 2009 - June 2011
Skills
Financial Analysis, Equities, Credit, Loans, Real Estate, Loan Origination, Analysis, Capital Markets, Corporate Finance
Education
Georgetown University 2005 — 2009
Finance and International Business
Greenwich High School 2001 — 2005
Bachelor of Science (B.S.), Finance and International Business
Providence Equity Partners - Credit Platform (Benefit Street Partners) April 2015 - Present
Citi July 2012 - April 2015
Citigroup July 2011 - July 2012
Citi June 2009 - June 2011
Skills
Financial Analysis, Equities, Credit, Loans, Real Estate, Loan Origination, Analysis, Capital Markets, Corporate Finance
Education
Georgetown University 2005 — 2009
Finance and International Business
Greenwich High School 2001 — 2005
Bachelor of Science (B.S.), Finance and International Business
Komal Mehta Komal Mehta's Citigroup Experience October 2010 - Present
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup October 2010 - Present
CGI December 2006 - October 2010
INPUT February 2005 - December 2006
PAREXEL January 2004 - February 2005
Skills
Business Analysis, Data Analysis, Analysis, Databases, Gap Analysis, Gathering using JAD,..., Software Project..., Change Management, Microsoft Office, Quality Center, Software Quality..., AML/BSA Compliance, Compliance, Program Management, Quality Assurance, Requirements Gathering, Software Development, User Acceptance Testing, Project Management
Education
George Mason University 2001 — 2004
DMIS, Management Information Systems
Citigroup October 2010 - Present
CGI December 2006 - October 2010
INPUT February 2005 - December 2006
PAREXEL January 2004 - February 2005
Skills
Business Analysis, Data Analysis, Analysis, Databases, Gap Analysis, Gathering using JAD,..., Software Project..., Change Management, Microsoft Office, Quality Center, Software Quality..., AML/BSA Compliance, Compliance, Program Management, Quality Assurance, Requirements Gathering, Software Development, User Acceptance Testing, Project Management
Education
George Mason University 2001 — 2004
DMIS, Management Information Systems
Alex Waldorf, CFA Alex Waldorf, CFA's Citigroup Experience 2007 - 2009
Job Vice President, Equity Analyst at Silvercrest Asset Management
Industry Financial Services
Experience
Silvercrest Asset Management 2013 - Present
Ascend Capital 2010 - 2013
Citigroup 2007 - 2009
Citigroup May 2006 - August 2006
Education
Georgetown University 2003 — 2007
B.S. in Business Administration, Finance and International Business
Silvercrest Asset Management 2013 - Present
Ascend Capital 2010 - 2013
Citigroup 2007 - 2009
Citigroup May 2006 - August 2006
Education
Georgetown University 2003 — 2007
B.S. in Business Administration, Finance and International Business
Aaron Neus Aaron Neus's Citigroup Experience July 2003 - August 2008
Job VP New Business Development at Freeport LNG
Industry Oil & Energy
Experience
Freeport LNG June 2015 - Present
Macquarie Capital August 2008 - June 2015
Citigroup July 2003 - August 2008
Overseas Private Investment Corporation September 2002 - May 2003
Societe Generale 2002 - 2002
Taylor-DeJongh 1999 - 2002
Skills
Due Diligence, Project Finance, Structured Finance, Financial Modeling, Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Structuring, Private Equity
Education
Georgetown University 1999 — 2002
B.S. in Foreign Service, International Economics
Freeport LNG June 2015 - Present
Macquarie Capital August 2008 - June 2015
Citigroup July 2003 - August 2008
Overseas Private Investment Corporation September 2002 - May 2003
Societe Generale 2002 - 2002
Taylor-DeJongh 1999 - 2002
Skills
Due Diligence, Project Finance, Structured Finance, Financial Modeling, Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Structuring, Private Equity
Education
Georgetown University 1999 — 2002
B.S. in Foreign Service, International Economics
Kent Lucken Kent Lucken's Citigroup Experience October 2002 - Present
Job Managing Director at Citigroup
Industry Banking
Experience
Citigroup October 2002 - Present
Romney for President, Inc. 2007 - February 2008
Robertson Stephens Investment Bank July 2001 - October 2002
U.S. Department of State 1987 - 2001
Procter & Gamble 1986 - 1987
Skills
Private Equity, Investments, Venture Capital, Strategic Planning, Business Strategy, Politics, Valuation, Equities, Financial Analysis, Fundraising, Strategy, Government, Emerging Markets, Start-ups, Management Consulting, Economics, Strategic Communications, Corporate Finance, Business Development, Policy
Education
Harvard University, John F. Kennedy School of Government 2000 — 2001
MPA
Iowa State University 1982 — 1986
BA
Georgetown University 1985 — 1985
Citigroup October 2002 - Present
Romney for President, Inc. 2007 - February 2008
Robertson Stephens Investment Bank July 2001 - October 2002
U.S. Department of State 1987 - 2001
Procter & Gamble 1986 - 1987
Skills
Private Equity, Investments, Venture Capital, Strategic Planning, Business Strategy, Politics, Valuation, Equities, Financial Analysis, Fundraising, Strategy, Government, Emerging Markets, Start-ups, Management Consulting, Economics, Strategic Communications, Corporate Finance, Business Development, Policy
Education
Harvard University, John F. Kennedy School of Government 2000 — 2001
MPA
Iowa State University 1982 — 1986
BA
Georgetown University 1985 — 1985
Julius Leiman-Carbia Julius Leiman-Carbia's Citigroup Experience 2005 - 2009
Job Chief Compliance Officer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2013 - May 2015
US Securities and Exchange Commission April 2011 - April 2013
BP June 2009 - January 2011
Citigroup 2005 - 2009
JP Morgan 2004 - 2005
Goldman Sachs 2000 - 2004
Goldman Sachs 1995 - 2000
Smith New Court February 1994 - September 1995
US Securities and Exchange Commission February 1989 - February 1994
Skills
Securities, Capital Markets, Fixed Income, Risk Management, AML, Equities, Options, Internal Audit, Trading, Derivatives, Internal Controls, Investment Advisory, Hedge Funds, Securities Regulation, Financial Regulation, Alternative Investments, Asset Management, Commodity, Corporate Governance, Commodity Markets, Due Diligence, FINRA, Finance, Financial Markets, Financial Risk, Financial Services, Investment Banking, Operational Risk, Prime Brokerage, Private Equity, Structured Finance, Structured Products, Management
Education
University of Pennsylvania Law School 1983 — 1986
JD, Law
Georgetown University 1979 — 1983
BSFS, International Relations, Law and Organizations
JPMorgan Chase April 2013 - May 2015
US Securities and Exchange Commission April 2011 - April 2013
BP June 2009 - January 2011
Citigroup 2005 - 2009
JP Morgan 2004 - 2005
Goldman Sachs 2000 - 2004
Goldman Sachs 1995 - 2000
Smith New Court February 1994 - September 1995
US Securities and Exchange Commission February 1989 - February 1994
Skills
Securities, Capital Markets, Fixed Income, Risk Management, AML, Equities, Options, Internal Audit, Trading, Derivatives, Internal Controls, Investment Advisory, Hedge Funds, Securities Regulation, Financial Regulation, Alternative Investments, Asset Management, Commodity, Corporate Governance, Commodity Markets, Due Diligence, FINRA, Finance, Financial Markets, Financial Risk, Financial Services, Investment Banking, Operational Risk, Prime Brokerage, Private Equity, Structured Finance, Structured Products, Management
Education
University of Pennsylvania Law School 1983 — 1986
JD, Law
Georgetown University 1979 — 1983
BSFS, International Relations, Law and Organizations
Neil Lane Neil Lane's Citigroup Experience 1995 - 1997
Job General Counsel and Chief Administrative Officer with Experience across Various Industries
Industry Executive Office
Experience
The College Board 2015 - Present
The College Board 2001 - 2015
Vivendi 1998 - 2001
Aqua Alliance Inc 1998 - 2001
Citigroup 1995 - 1997
Dewey Ballantine 1989 - 1995
Skills
Corporate Governance, Corporate Law, Mergers & Acquisitions, Litigation, Employment Law, Litigation Management, Licensing, Due Diligence, Contract Negotiation, Privacy Law, Start-ups, Strategic Partnerships, Commercial Litigation, Business Innovation, Negotiation, Restructuring, Legal Research, Executive Management, Joint Ventures, Finance, Legal Advice, Legal Compliance, Securities Regulation, Mediation, Enterprise Risk..., Crisis Management, Turn Around Management, Private Equity, Strategy
Education
Georgetown University Law Center 1986 — 1989
JD
Georgetown University 1981 — 1985
BA, English
Iona Prep 1978 — 1981
H.S. Diploma
The College Board 2015 - Present
The College Board 2001 - 2015
Vivendi 1998 - 2001
Aqua Alliance Inc 1998 - 2001
Citigroup 1995 - 1997
Dewey Ballantine 1989 - 1995
Skills
Corporate Governance, Corporate Law, Mergers & Acquisitions, Litigation, Employment Law, Litigation Management, Licensing, Due Diligence, Contract Negotiation, Privacy Law, Start-ups, Strategic Partnerships, Commercial Litigation, Business Innovation, Negotiation, Restructuring, Legal Research, Executive Management, Joint Ventures, Finance, Legal Advice, Legal Compliance, Securities Regulation, Mediation, Enterprise Risk..., Crisis Management, Turn Around Management, Private Equity, Strategy
Education
Georgetown University Law Center 1986 — 1989
JD
Georgetown University 1981 — 1985
BA, English
Iona Prep 1978 — 1981
H.S. Diploma
Alan Aptheker Alan Aptheker's Citigroup Experience March 2006 - February 2010
Job Director, Marketing Communications, Bloom Realty Advisors
Industry Real Estate
Experience
Bloom Real Estate Advisors July 2010 - Present
Bloom Realty 2011 - 2015
Bloom Realty 2011 - 2015
The Nielsen Company January 2010 - May 2010
Citigroup March 2006 - February 2010
LandAmerica Financial Group January 2005 - March 2006
Unisys February 1998 - March 2006
Lockheed Martin April 1995 - February 1998
Stackig Advertising and Public Relations February 1994 - April 1995
IBM Corporation April 1990 - March 1994
Skills
Advisor/consultant to..., National brand..., Strong relationships..., Crisis communications..., Go-to corporate thought..., Manages large corporate..., Project management..., Expert in corporate...
Education
George Mason University 1990 — 1993
Bachelor of Arts, Communication
Bloom Real Estate Advisors July 2010 - Present
Bloom Realty 2011 - 2015
Bloom Realty 2011 - 2015
The Nielsen Company January 2010 - May 2010
Citigroup March 2006 - February 2010
LandAmerica Financial Group January 2005 - March 2006
Unisys February 1998 - March 2006
Lockheed Martin April 1995 - February 1998
Stackig Advertising and Public Relations February 1994 - April 1995
IBM Corporation April 1990 - March 1994
Skills
Advisor/consultant to..., National brand..., Strong relationships..., Crisis communications..., Go-to corporate thought..., Manages large corporate..., Project management..., Expert in corporate...
Education
George Mason University 1990 — 1993
Bachelor of Arts, Communication
Ann Reynolds Ann Reynolds's Citigroup Experience 1994 - 2007
Job Global Head of Appl Dev./Management Policies and Governance at AIG
Industry Financial Services
Experience
AIG January 2012 - Present
AIG January 2011 - January 2012
AFR LLC January 2009 - January 2011
The Stickley Museum at Craftsman Farms 2009 - 2011
Jacobs Levy Equity Management April 2007 - December 2008
School of American Ballet 2005 - 2008
Citigroup 1994 - 2007
JP Morgan Chase - formerly Chemical Bank 1993 - 1994
SWIFT 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
Banking, Financial Services, Cash Management, Project Management, Commodity, Staff Development, Equities, Capital Markets, Fixed Income, Risk Management, Investments, Securities, Financial Modeling, Derivatives, Investment Banking, Asset Managment, Financial Risk, Hedge Funds, Emerging Markets, Finance, Bloomberg, Asset Management, Middle Office, Strategy
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Finance & Int'l. Business
Georgetown University 1975 — 1978
BS, Arabic
New York University School of Continuing Education 2001 — 2003
Managing the Arts
Columbia School of Business - Executive Programs 1991 — 1992
Executive Programs, Sales Management, Customer Service
The American University in Cairo 1976 — 1977
Arabic
Middlebury College 1974 — 1975
French and Spanish
AIG January 2012 - Present
AIG January 2011 - January 2012
AFR LLC January 2009 - January 2011
The Stickley Museum at Craftsman Farms 2009 - 2011
Jacobs Levy Equity Management April 2007 - December 2008
School of American Ballet 2005 - 2008
Citigroup 1994 - 2007
JP Morgan Chase - formerly Chemical Bank 1993 - 1994
SWIFT 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
Banking, Financial Services, Cash Management, Project Management, Commodity, Staff Development, Equities, Capital Markets, Fixed Income, Risk Management, Investments, Securities, Financial Modeling, Derivatives, Investment Banking, Asset Managment, Financial Risk, Hedge Funds, Emerging Markets, Finance, Bloomberg, Asset Management, Middle Office, Strategy
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Finance & Int'l. Business
Georgetown University 1975 — 1978
BS, Arabic
New York University School of Continuing Education 2001 — 2003
Managing the Arts
Columbia School of Business - Executive Programs 1991 — 1992
Executive Programs, Sales Management, Customer Service
The American University in Cairo 1976 — 1977
Arabic
Middlebury College 1974 — 1975
French and Spanish
Jeffrey P. Kelly Jeffrey P. Kelly's Citigroup Experience 1994 - 1998
Job Managing Director at MC Credit Partners LP
Industry Investment Management
Experience
MC Credit Partners LP May 2013 - Present
Cyan Partners, LP February 2011 - May 2013
Penn 80 Milton Travel Center LLC/Map Capital Partners LLC September 2008 - February 2011
AIG Global Investment Group January 2005 - August 2008
RBC Capital Markets 2003 - 2005
JP Morgan Chase 1998 - 2001
Citigroup 1994 - 1998
Credit Suisse (Credit Suisse First Boston) 1987 - 1994
JPMorgan Chase (Manufacturers Hanover Trust) July 1980 - July 1985
Skills
Private Equity, Mergers & Acquisitions, Financial Structuring, Leveraged Finance, Investments, Portfolio Management, LBO, Finance, Equities, Hedge Funds, Acquisitions, Mezzanine, Funding, Capital, Credit, Loans, Entrepreneurship, Recapitalizations, High Yield, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Georgetown University 1976 — 1980
B.S. Foreign Service, International Economics
MC Credit Partners LP May 2013 - Present
Cyan Partners, LP February 2011 - May 2013
Penn 80 Milton Travel Center LLC/Map Capital Partners LLC September 2008 - February 2011
AIG Global Investment Group January 2005 - August 2008
RBC Capital Markets 2003 - 2005
JP Morgan Chase 1998 - 2001
Citigroup 1994 - 1998
Credit Suisse (Credit Suisse First Boston) 1987 - 1994
JPMorgan Chase (Manufacturers Hanover Trust) July 1980 - July 1985
Skills
Private Equity, Mergers & Acquisitions, Financial Structuring, Leveraged Finance, Investments, Portfolio Management, LBO, Finance, Equities, Hedge Funds, Acquisitions, Mezzanine, Funding, Capital, Credit, Loans, Entrepreneurship, Recapitalizations, High Yield, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Georgetown University 1976 — 1980
B.S. Foreign Service, International Economics
Alan Di Sciullo, Esq. Alan Di Sciullo, Esq.'s Citigroup Experience 2005 - 2007
Job Director of Global Real Estate, Shearman & Sterling LLP
Industry Law Practice
Experience
Shearman & Sterling LLP May 2007 - Present
New York University September 1991 - Present
Carnegie Lake Rowing Assn 2001 - 2015
Citigroup 2005 - 2007
Morgan Stanley July 1983 - January 2005
Sills Cummis 2005 - 2005
PaineWebber October 1978 - July 1983
Shanley & Fisher, Esqs 1977 - 1978
United States Tax Court 1975 - 1976
Skills
Due Diligence, Asset Managment, Real Estate Economics, Real Estate Transactions, Mergers, Investments, Private Equity, Leases, Disposition, Real Estate Development, Financial Modeling, Litigation, Restructuring, Project Finance, Valuation, Capital Markets, Venture Capital, Asset Management, Portfolio Management, Alternative Investments, Financial Analysis, Securities, Mergers & Acquisitions, Acquisitions, Corporate Law, Finance, Financial Structuring, Investment Properties, Joint Ventures, Loans, Corporate Real Estate, Corporate Governance, Brokerage, Structured Finance, Contract Negotiation, Leadership, Commercial Real Estate, Real Estate Financing, Corporate Finance, Negotiation, Hedge Funds, Securities Regulation, Dispositions, Real Estate
Education
New York University - Leonard N. Stern School of Business 1981 — 1986
M.B.A., Finance
Georgetown University Law Center 1973 — 1977
J.D., Regulatory, Tax and Corporate Law
Georgetown University 1968 — 1972
A.B., Government and Economics
Red Bank Catholic 1964 — 1968
Shearman & Sterling LLP May 2007 - Present
New York University September 1991 - Present
Carnegie Lake Rowing Assn 2001 - 2015
Citigroup 2005 - 2007
Morgan Stanley July 1983 - January 2005
Sills Cummis 2005 - 2005
PaineWebber October 1978 - July 1983
Shanley & Fisher, Esqs 1977 - 1978
United States Tax Court 1975 - 1976
Skills
Due Diligence, Asset Managment, Real Estate Economics, Real Estate Transactions, Mergers, Investments, Private Equity, Leases, Disposition, Real Estate Development, Financial Modeling, Litigation, Restructuring, Project Finance, Valuation, Capital Markets, Venture Capital, Asset Management, Portfolio Management, Alternative Investments, Financial Analysis, Securities, Mergers & Acquisitions, Acquisitions, Corporate Law, Finance, Financial Structuring, Investment Properties, Joint Ventures, Loans, Corporate Real Estate, Corporate Governance, Brokerage, Structured Finance, Contract Negotiation, Leadership, Commercial Real Estate, Real Estate Financing, Corporate Finance, Negotiation, Hedge Funds, Securities Regulation, Dispositions, Real Estate
Education
New York University - Leonard N. Stern School of Business 1981 — 1986
M.B.A., Finance
Georgetown University Law Center 1973 — 1977
J.D., Regulatory, Tax and Corporate Law
Georgetown University 1968 — 1972
A.B., Government and Economics
Red Bank Catholic 1964 — 1968
Carlo Decena Carlo Decena's Citigroup Experience November 1996 - June 2001
Job VicePresident, Finance at Trigger LLC
Industry Marketing and Advertising
Experience
Trigger LLC March 2010 - Present
Trigger LLC January 2006 - February 2010
Univessence Digital Studios 2002 - 2005
Citigroup November 1996 - June 2001
Skills
Accounting, Corporate Finance, Operations, Golf, Credit, Strategic Planning, Managerial Finance, Banking, Interactive Advertising, Finance, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, Financial Modeling, Valuation, Business Strategy, Management, Strategy, Marketing Strategy
Education
Georgetown University 2001 — 2003
MBA, Finance
Georgetown University - The McDonough School of Business 2001 — 2003
MBA, Finance
University of the Philippines 1991 — 1996
BS BAA, Business and Accounting
Southridge 1984 — 1991
High School
Trigger LLC March 2010 - Present
Trigger LLC January 2006 - February 2010
Univessence Digital Studios 2002 - 2005
Citigroup November 1996 - June 2001
Skills
Accounting, Corporate Finance, Operations, Golf, Credit, Strategic Planning, Managerial Finance, Banking, Interactive Advertising, Finance, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, Financial Modeling, Valuation, Business Strategy, Management, Strategy, Marketing Strategy
Education
Georgetown University 2001 — 2003
MBA, Finance
Georgetown University - The McDonough School of Business 2001 — 2003
MBA, Finance
University of the Philippines 1991 — 1996
BS BAA, Business and Accounting
Southridge 1984 — 1991
High School
Win Betteridge Win Betteridge's Citigroup Experience June 2004 - August 2005
Job Director of Business Development @ Betteridge
Industry Luxury Goods & Jewelry
Experience
Betteridge April 2009 - Present
Genesis Interactive, Inc. September 2005 - April 2009
Citigroup June 2004 - August 2005
Betteridge May 2003 - September 2003
Chris Blair Asset Management May 2000 - August 2002
Skills
Fundraising, Intellectual Property, Entrepreneurship, Start-ups, Venture Capital, Online Advertising, Strategic Consulting, Competitive Analysis, E-commerce, Online Marketing, Marketing, Social Media Marketing, Sales, Marketing Strategy, Retail, Mobile Marketing, Leadership, Strategy, Corporate Development, Marketing Communications, Advertising
Education
Georgetown University 2000 — 2004
Honors B.S., International Political Economy
The London School of Economics and Political Science (LSE) 2002 — 2003
International Economics
Betteridge April 2009 - Present
Genesis Interactive, Inc. September 2005 - April 2009
Citigroup June 2004 - August 2005
Betteridge May 2003 - September 2003
Chris Blair Asset Management May 2000 - August 2002
Skills
Fundraising, Intellectual Property, Entrepreneurship, Start-ups, Venture Capital, Online Advertising, Strategic Consulting, Competitive Analysis, E-commerce, Online Marketing, Marketing, Social Media Marketing, Sales, Marketing Strategy, Retail, Mobile Marketing, Leadership, Strategy, Corporate Development, Marketing Communications, Advertising
Education
Georgetown University 2000 — 2004
Honors B.S., International Political Economy
The London School of Economics and Political Science (LSE) 2002 — 2003
International Economics
Mark Beliczky Mark Beliczky's Citigroup Experience June 1998 - July 2000
Job The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group, Consultant & Advisor September 2013 - Present
Salus Sciences, LLC August 2011 - August 2013
The Carlyle Group February 2005 - January 2011
Sunrise Senior Living March 2002 - December 2004
UBS/PaineWebber August 2000 - December 2001
CitiGroup June 1998 - July 2000
PepsiCo/Taco Bell May 1991 - June 1997
Skills
Private Equity, Strategic Planning, Franchising, P&L, Budgeting, Mergers, Restructuring, Asset Management, Start-ups, Joint Ventures, Real Estate, Operations Management, Executive Management, P&L Management, Change Management, Budgets, Asset Managment, Income Statement, Mergers & Acquisitions, Process..., Integration, Business Process..., Customer Satisfaction, Business Integration, Transformational..., Project Management, Process Improvement, Sales Growth, Organizational..., Management, Entrepreneurship, Due Diligence, Strategy, Acquisitions, Business Strategy, Strategic Partnerships, Competitive Analysis, Recruiting, Acquisition Integration, Leadership, Management Consulting, Venture Capital, Business Planning, Financial Modeling, Marketing, Business Development, Valuation, Corporate Finance, Emerging Markets, Investments
Education
Loyola University Maryland
MBA, Executive Management
Heidelberg University
BA, International Affairs & English Literature
Georgetown University
International Affairs Semester in Washington, DC
The George Washington University School of Medicine and Health Sciences
Research Faculty
The Ohio State University
Research Faculty
Center for Creative Leadership
Developing the Strategic Leader
The Carlyle Group, Consultant & Advisor September 2013 - Present
Salus Sciences, LLC August 2011 - August 2013
The Carlyle Group February 2005 - January 2011
Sunrise Senior Living March 2002 - December 2004
UBS/PaineWebber August 2000 - December 2001
CitiGroup June 1998 - July 2000
PepsiCo/Taco Bell May 1991 - June 1997
Skills
Private Equity, Strategic Planning, Franchising, P&L, Budgeting, Mergers, Restructuring, Asset Management, Start-ups, Joint Ventures, Real Estate, Operations Management, Executive Management, P&L Management, Change Management, Budgets, Asset Managment, Income Statement, Mergers & Acquisitions, Process..., Integration, Business Process..., Customer Satisfaction, Business Integration, Transformational..., Project Management, Process Improvement, Sales Growth, Organizational..., Management, Entrepreneurship, Due Diligence, Strategy, Acquisitions, Business Strategy, Strategic Partnerships, Competitive Analysis, Recruiting, Acquisition Integration, Leadership, Management Consulting, Venture Capital, Business Planning, Financial Modeling, Marketing, Business Development, Valuation, Corporate Finance, Emerging Markets, Investments
Education
Loyola University Maryland
MBA, Executive Management
Heidelberg University
BA, International Affairs & English Literature
Georgetown University
International Affairs Semester in Washington, DC
The George Washington University School of Medicine and Health Sciences
Research Faculty
The Ohio State University
Research Faculty
Center for Creative Leadership
Developing the Strategic Leader
Jason Foss Jason Foss's Citigroup Experience 2005 - 2008
Job Corporate Finance | M&A | Life Sciences | Healthcare
Industry Financial Services
Experience
Gryphon Emerging Markets 2011 - 2013
Citigroup 2005 - 2008
Bear Stearns 2004 - 2005
UBS Investment Bank 1999 - 2003
Morgan Stanley 1995 - 1997
Skills
Mergers, Healthcare, Venture Capital, Corporate Finance, Investment Banking, Emerging Markets, Mergers & Acquisitions, Private Equity, Capital Markets, Valuation, Finance, Due Diligence, Acquisitions, Divestitures, Restructuring, M&A experience, Biotechnology, Pharmaceutical Industry
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting
Georgetown University 1988 — 1992
BA, Psychology, Russian Area Studies
The Westminster Schools 1981 — 1988
Gryphon Emerging Markets 2011 - 2013
Citigroup 2005 - 2008
Bear Stearns 2004 - 2005
UBS Investment Bank 1999 - 2003
Morgan Stanley 1995 - 1997
Skills
Mergers, Healthcare, Venture Capital, Corporate Finance, Investment Banking, Emerging Markets, Mergers & Acquisitions, Private Equity, Capital Markets, Valuation, Finance, Due Diligence, Acquisitions, Divestitures, Restructuring, M&A experience, Biotechnology, Pharmaceutical Industry
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting
Georgetown University 1988 — 1992
BA, Psychology, Russian Area Studies
The Westminster Schools 1981 — 1988
Joanna Colaneri Joanna Colaneri's Citigroup Experience 1999 - 2005
Job Americas Treasurer, QBE
Industry Financial Services
Experience
QBE North America 2009 - Present
JPMorgan Chase 2006 - 2008
Citigroup 1999 - 2005
Skills
Treasury Management, Strategy, Forecasting, Treasury, • Positions: Board...
Education
Georgetown University
BSLA
OSI
OSI
OSI
The Wharton School, University of Pennsylvania
MBA
QBE North America 2009 - Present
JPMorgan Chase 2006 - 2008
Citigroup 1999 - 2005
Skills
Treasury Management, Strategy, Forecasting, Treasury, • Positions: Board...
Education
Georgetown University
BSLA
OSI
OSI
OSI
The Wharton School, University of Pennsylvania
MBA
Jay Persi's Citigroup Experience October 1996 - May 1999
Job Senior Vice President Senior Sales Executive at Coughlin Insurance Services & Coughlin Financial
Industry Financial Services
Experience
Coughlin Insurance Services & Coughlin Financial May 2009 - Present
Coughlin Insurance Services & Coughlin Financial May 2009 - Present
MasterCard Worldwide June 2006 - October 2007
JMP Financial LLC 2002 - 2006
Cap Gemini Ernst & Young 1999 - 2001
Citigroup October 1996 - May 1999
Citibank 1993 - 1996
Skills
Mobile Payments, Team Leadership, Strategy, Strategic Partnerships, Sales, Relationship Management, Project Planning, Marketing Strategy, Marketing, Management, Leadership, Financial Services
Education
Georgetown University
B.S.B.A., Finance
New York University - Leonard N. Stern School of Business
MBA, Marketing & International Managment
Coughlin Insurance Services & Coughlin Financial May 2009 - Present
Coughlin Insurance Services & Coughlin Financial May 2009 - Present
MasterCard Worldwide June 2006 - October 2007
JMP Financial LLC 2002 - 2006
Cap Gemini Ernst & Young 1999 - 2001
Citigroup October 1996 - May 1999
Citibank 1993 - 1996
Skills
Mobile Payments, Team Leadership, Strategy, Strategic Partnerships, Sales, Relationship Management, Project Planning, Marketing Strategy, Marketing, Management, Leadership, Financial Services
Education
Georgetown University
B.S.B.A., Finance
New York University - Leonard N. Stern School of Business
MBA, Marketing & International Managment
Tara Nathan's Citigroup Experience 2003 - 2007
Job Executive Director at MasterCard
Industry Banking
Experience
MasterCard January 2013 - Present
Mobile Payment Solutions- a MasterCard/Smart Hub Inc. JV 2010 - 2013
Citi 2007 - 2010
Citigroup 2003 - 2007
US Department of State 1994 - 2001
Hokkaido Takushoku Bank 1991 - 1993
Skills
Credit Cards, Business Strategy, Product Management, Portfolio Management, Financial Services, Strategy, Banking, Marketing, Financial Modeling, Segmentation, Management, Strategic Planning, Program Management, Analytics, Business Analysis, Competitive Analysis, Business Development, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Georgetown University 1986 — 1990
BSFS, Economics
Institut Le Rosey 1985 — 1986
Cherry Creek HS 1982 — 1985
MasterCard January 2013 - Present
Mobile Payment Solutions- a MasterCard/Smart Hub Inc. JV 2010 - 2013
Citi 2007 - 2010
Citigroup 2003 - 2007
US Department of State 1994 - 2001
Hokkaido Takushoku Bank 1991 - 1993
Skills
Credit Cards, Business Strategy, Product Management, Portfolio Management, Financial Services, Strategy, Banking, Marketing, Financial Modeling, Segmentation, Management, Strategic Planning, Program Management, Analytics, Business Analysis, Competitive Analysis, Business Development, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Georgetown University 1986 — 1990
BSFS, Economics
Institut Le Rosey 1985 — 1986
Cherry Creek HS 1982 — 1985
Chris LaBarbera Chris LaBarbera's Citigroup Experience January 2010 - August 2012
Job Contact Center Operations and Technology Expert with a Focus on Customer Experience Strategy, Data Analytics, and Cloud
Industry Telecommunications
Experience
Servion Global Solutions August 2015 - Present
CorvisaCloud October 2014 - August 2015
eLoyalty, a TeleTech Company August 2012 - September 2014
TeleTech July 2012 - September 2014
Citigroup January 2010 - August 2012
Citigroup January 2007 - January 2010
Citi January 2006 - January 2007
NCO Group January 2005 - January 2006
HSBC January 2003 - January 2005
HSBC January 2003 - January 2005
Skills
Call Center, IVR, MIS, VoIP, Cisco Technologies, Networking, Telecommunications, Integration, Unified Communications, TCP/IP, Enterprise Software, SIP, Pre-sales, CRM, Telephony, Cloud Computing, Contact Centers, CTI, Vendor Management, Avaya, SaaS, Managed Services, IP, Data Center, Professional Services, Call Centers, Enterprise Architecture, Service Delivery, Active Directory, Solution Selling, Infrastructure, Software Development, SOA, Management, Disaster Recovery, Solution Architecture, ITIL, Security, System Deployment, Outsourcing, Information Technology, IT Strategy, IT Management, Virtualization, Information Security, Architectures, IT Operations, IT Service Management, Avaya Technologies
Education
University of Phoenix 1998 — 1999
Bachelor of Science (BS), Information Technology
US Naval Nuclear Power School 1996 — 1998
Graduate, Navy Nuclear Power Training Command (NNPTC)
Georgia Institute of Technology 1995 — 1996
College Dropout, Computer Science
Servion Global Solutions August 2015 - Present
CorvisaCloud October 2014 - August 2015
eLoyalty, a TeleTech Company August 2012 - September 2014
TeleTech July 2012 - September 2014
Citigroup January 2010 - August 2012
Citigroup January 2007 - January 2010
Citi January 2006 - January 2007
NCO Group January 2005 - January 2006
HSBC January 2003 - January 2005
HSBC January 2003 - January 2005
Skills
Call Center, IVR, MIS, VoIP, Cisco Technologies, Networking, Telecommunications, Integration, Unified Communications, TCP/IP, Enterprise Software, SIP, Pre-sales, CRM, Telephony, Cloud Computing, Contact Centers, CTI, Vendor Management, Avaya, SaaS, Managed Services, IP, Data Center, Professional Services, Call Centers, Enterprise Architecture, Service Delivery, Active Directory, Solution Selling, Infrastructure, Software Development, SOA, Management, Disaster Recovery, Solution Architecture, ITIL, Security, System Deployment, Outsourcing, Information Technology, IT Strategy, IT Management, Virtualization, Information Security, Architectures, IT Operations, IT Service Management, Avaya Technologies
Education
University of Phoenix 1998 — 1999
Bachelor of Science (BS), Information Technology
US Naval Nuclear Power School 1996 — 1998
Graduate, Navy Nuclear Power Training Command (NNPTC)
Georgia Institute of Technology 1995 — 1996
College Dropout, Computer Science
Robert (Bob) Herget, CFA Robert (Bob) Herget, CFA's Citigroup Experience September 2004 - February 2009
Job VP Portfolio Research & Development at Safe Harbor Partners
Industry Investment Management
Experience
Safe Harbor Partners October 2014 - Present
Independence Wealth Advisors May 2011 - Present
Georgetown University August 2010 - January 2011
Plexus Consulting Group June 2010 - August 2010
Citigroup September 2004 - February 2009
Skills
Financial Modeling, Finance, Portfolio Management, Investments, Valuation, Equities, Financial Analysis, Corporate Finance, Microsoft Excel, Asset Allocation, Asset Management, Financial Reporting, Due Diligence, Data Analysis, Deal Structures, Performance Benchmarking, ETFs, Investment Research, Performance Attribution, Statistics, Quantitative Analytics, Style Analysis, MPI Stylus, Portfolio Accounting..., Risk Management, Visual Basic, Fixed Income, DCF Valuation, IPS Development, Logistic Regression, Regression Analysis
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2000 — 2004
B.A., Economics
Safe Harbor Partners October 2014 - Present
Independence Wealth Advisors May 2011 - Present
Georgetown University August 2010 - January 2011
Plexus Consulting Group June 2010 - August 2010
Citigroup September 2004 - February 2009
Skills
Financial Modeling, Finance, Portfolio Management, Investments, Valuation, Equities, Financial Analysis, Corporate Finance, Microsoft Excel, Asset Allocation, Asset Management, Financial Reporting, Due Diligence, Data Analysis, Deal Structures, Performance Benchmarking, ETFs, Investment Research, Performance Attribution, Statistics, Quantitative Analytics, Style Analysis, MPI Stylus, Portfolio Accounting..., Risk Management, Visual Basic, Fixed Income, DCF Valuation, IPS Development, Logistic Regression, Regression Analysis
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2000 — 2004
B.A., Economics
Ben Roble Ben Roble's Citigroup Experience July 2001 - July 2004
Job Investment Specialist
Industry Investment Management
Experience
J.P. Morgan February 2010 - Present
360 Ventures - Graduate Thesis Project January 2009 - June 2009
ProLogis June 2008 - August 2008
Export-Import Bank of the United States July 2006 - August 2007
Taylor Companies DC July 2004 - July 2006
Citigroup July 2001 - July 2004
Skills
Investment Banking, Investments, Emerging Markets, Financial Modeling, Corporate Finance, Credit Analysis, Valuation, Capital Markets, Equities, Financial Analysis, Alternative Investments, Private Equity, Fixed Income, Portfolio Management, Due Diligence, Bloomberg, Hedge Funds, Derivatives, Series 7, Asset Managment, Business Development, Financial Services
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance and strategy
Georgetown University 1997 — 2001
BSLA, French and Business
Kent Denver 1993 — 1997
High School, High School
J.P. Morgan February 2010 - Present
360 Ventures - Graduate Thesis Project January 2009 - June 2009
ProLogis June 2008 - August 2008
Export-Import Bank of the United States July 2006 - August 2007
Taylor Companies DC July 2004 - July 2006
Citigroup July 2001 - July 2004
Skills
Investment Banking, Investments, Emerging Markets, Financial Modeling, Corporate Finance, Credit Analysis, Valuation, Capital Markets, Equities, Financial Analysis, Alternative Investments, Private Equity, Fixed Income, Portfolio Management, Due Diligence, Bloomberg, Hedge Funds, Derivatives, Series 7, Asset Managment, Business Development, Financial Services
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance and strategy
Georgetown University 1997 — 2001
BSLA, French and Business
Kent Denver 1993 — 1997
High School, High School
Abraham Lapscher Abraham Lapscher's Citigroup Experience June 2007 - September 2007
Job Software Engineer
Industry Computer Software
Experience
gMed October 2007 - Present
Citigroup June 2007 - September 2007
Skills
Software Development, Software Design, Programming, Web Development, Web Applications, Software Engineering, Object Oriented Design, OOP, OOAD, Database Design, Test Driven Development, .NET, ASP.NET, C#, HTML, AJAX, XML, CSS, UML, IIS, JavaScript, jQuery, JSON, ADO.NET, Spanish, Object Modeling, NUnit, LINQ, SQL Server, Design Patterns, SQL, SQL Server 2000-2008, Visual Studio, Telerik, Unit Testing, Application Development, T-SQL, Scrum, Agile, Windows Services, Databases, N-tier, Erwin, Microsoft SQL Server, HTML 5
Education
Georgia Institute of Technology 2006 — 2007
M.S, Computer Engineering
Georgia Institute of Technology 2003 — 2006
B.S, Computer Engineering
Moral y Luces 1997 — 2001
gMed October 2007 - Present
Citigroup June 2007 - September 2007
Skills
Software Development, Software Design, Programming, Web Development, Web Applications, Software Engineering, Object Oriented Design, OOP, OOAD, Database Design, Test Driven Development, .NET, ASP.NET, C#, HTML, AJAX, XML, CSS, UML, IIS, JavaScript, jQuery, JSON, ADO.NET, Spanish, Object Modeling, NUnit, LINQ, SQL Server, Design Patterns, SQL, SQL Server 2000-2008, Visual Studio, Telerik, Unit Testing, Application Development, T-SQL, Scrum, Agile, Windows Services, Databases, N-tier, Erwin, Microsoft SQL Server, HTML 5
Education
Georgia Institute of Technology 2006 — 2007
M.S, Computer Engineering
Georgia Institute of Technology 2003 — 2006
B.S, Computer Engineering
Moral y Luces 1997 — 2001
Marguerite Sobieszczanski Marguerite Sobieszczanski's Citigroup Experience January 2011 - June 2012
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
Citi June 2012 - Present
Citigroup January 2011 - June 2012
Citigroup August 2009 - February 2011
Citigroup July 2006 - August 2009
Skills
Corporate Finance, Treasury, Fixed Income, Treasury Management, Finance, Investor Relations, Analysis, Valuation, Capital Markets, Managerial Finance, Investment Banking, Portfolio Management, Financial Analysis, Financial Modeling, Bloomberg
Education
Georgetown University
Bachelor of Science, Finance and Accounting
Citi July 2015 - Present
Citi June 2012 - Present
Citigroup January 2011 - June 2012
Citigroup August 2009 - February 2011
Citigroup July 2006 - August 2009
Skills
Corporate Finance, Treasury, Fixed Income, Treasury Management, Finance, Investor Relations, Analysis, Valuation, Capital Markets, Managerial Finance, Investment Banking, Portfolio Management, Financial Analysis, Financial Modeling, Bloomberg
Education
Georgetown University
Bachelor of Science, Finance and Accounting
Kakha Ken Chargeishvili, CFA, CIM Kakha Ken Chargeishvili, CFA, CIM's Citigroup Experience 2003 - 2005
Job MD, Head of Global Corporate and Investment Bank, Head of Sales and Trading
Industry Capital Markets
Experience
FG BCS 2010 - Present
Bank of America 2006 - 2010
Citigroup 2003 - 2005
Skills
Structured Products, Hedge Funds, Equities, Derivatives, Bonds, Investment Banking, M&A experience, Emerging Markets, Financial Structuring, Structured Finance, Fixed Income, Equity Derivatives, Trading, Swaps, Private Equity, Trading Systems, Financial Markets, Commodity, Valuation, Credit Derivatives, Asset Management, Private Banking, Electronic Trading, Mergers & Acquisitions, Securities, Banking, Corporate Finance, Investments, Financial Modeling
Education
CFA Institute 2006 — 2008
CFA Charterholder
University of Toronto - Rotman School of Management 2003 — 2004
MBA, Finance
Indiana University Bloomington 1998 — 2000
MPA, Finance
Georgetown University - The McDonough School of Business 1999 — 1999
MBA Summer Intern, International Finance and Marketing
FG BCS 2010 - Present
Bank of America 2006 - 2010
Citigroup 2003 - 2005
Skills
Structured Products, Hedge Funds, Equities, Derivatives, Bonds, Investment Banking, M&A experience, Emerging Markets, Financial Structuring, Structured Finance, Fixed Income, Equity Derivatives, Trading, Swaps, Private Equity, Trading Systems, Financial Markets, Commodity, Valuation, Credit Derivatives, Asset Management, Private Banking, Electronic Trading, Mergers & Acquisitions, Securities, Banking, Corporate Finance, Investments, Financial Modeling
Education
CFA Institute 2006 — 2008
CFA Charterholder
University of Toronto - Rotman School of Management 2003 — 2004
MBA, Finance
Indiana University Bloomington 1998 — 2000
MPA, Finance
Georgetown University - The McDonough School of Business 1999 — 1999
MBA Summer Intern, International Finance and Marketing
Michael Ononibaku Michael Ononibaku's Citigroup Experience June 2006 - July 2010
Job Vice President at Citi
Industry Banking
Experience
Citi November 2014 - Present
Citi March 2012 - October 2014
Citi August 2011 - March 2012
Citi March 2011 - August 2011
Citi August 2010 - March 2011
Citigroup June 2006 - July 2010
Skills
Capital Markets, Risk Management, Valuation, Financial Analysis, Corporate Finance, Quantitative Analysis, Financial Planning, Business Strategy, Business Development, Business Intelligence, Business Intelligence..., Strategy, Quantitative Analytics, Strategic Financial..., Analytics, Bloomberg, Investment Banking, Budgets, Derivatives, Banking
Education
Georgetown University 2002 — 2006
BS, Finance, Management
Citi November 2014 - Present
Citi March 2012 - October 2014
Citi August 2011 - March 2012
Citi March 2011 - August 2011
Citi August 2010 - March 2011
Citigroup June 2006 - July 2010
Skills
Capital Markets, Risk Management, Valuation, Financial Analysis, Corporate Finance, Quantitative Analysis, Financial Planning, Business Strategy, Business Development, Business Intelligence, Business Intelligence..., Strategy, Quantitative Analytics, Strategic Financial..., Analytics, Bloomberg, Investment Banking, Budgets, Derivatives, Banking
Education
Georgetown University 2002 — 2006
BS, Finance, Management
George Ballman's Citigroup Experience August 2003 - June 2005
Job President, Kastle Systems LLC
Industry Security and Investigations
Experience
Kastle Systems LLC June 2005 - Present
Citigroup August 2003 - June 2005
America Online 2001 - 2003
Montgomery County State's Attorney's Office 1995 - 2000
Skills
Business Development, Leadership, Contract Negotiation, Mergers, Corporate Finance, Analytics, Business Strategy, New Business Development, Corporate Development, Strategic Planning, Product Management, Strategic Partnerships, Strategy, Start-ups, Marketing Strategy, Competitive Analysis, Financial Modeling, Negotiation, Management, Program Management, Risk Management, Business Planning, Team Building, Product Development, Account Management, Cross-functional Team..., Change Management, Sales Management, Vendor Management, Marketing, Management Consulting, Operations Management, Venture Capital, Product Marketing, Process Improvement, Business Analysis, Forecasting, Due Diligence, Financial Analysis, Entrepreneurship, E-commerce, Budgets, Project Management, Team Leadership, Selling, Market Research, Business Process...
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
Georgetown University Law Center 1992 — 1995
JD
University of Richmond - Robins School of Business 1987 — 1991
BSBA, Business
Landon 1977 — 1987
High School
Kastle Systems LLC June 2005 - Present
Citigroup August 2003 - June 2005
America Online 2001 - 2003
Montgomery County State's Attorney's Office 1995 - 2000
Skills
Business Development, Leadership, Contract Negotiation, Mergers, Corporate Finance, Analytics, Business Strategy, New Business Development, Corporate Development, Strategic Planning, Product Management, Strategic Partnerships, Strategy, Start-ups, Marketing Strategy, Competitive Analysis, Financial Modeling, Negotiation, Management, Program Management, Risk Management, Business Planning, Team Building, Product Development, Account Management, Cross-functional Team..., Change Management, Sales Management, Vendor Management, Marketing, Management Consulting, Operations Management, Venture Capital, Product Marketing, Process Improvement, Business Analysis, Forecasting, Due Diligence, Financial Analysis, Entrepreneurship, E-commerce, Budgets, Project Management, Team Leadership, Selling, Market Research, Business Process...
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
Georgetown University Law Center 1992 — 1995
JD
University of Richmond - Robins School of Business 1987 — 1991
BSBA, Business
Landon 1977 — 1987
High School
Kevin (KC) Clark Kevin (KC) Clark's Citigroup Experience May 2011 - July 2014
Job Corporate Banking Associate at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
Citigroup May 2011 - July 2014
Merrill Lynch Global Wealth Management June 2010 - August 2010
Skills
Investments, Valuation, Asset Allocation, Financial Modeling, Investment Strategies, Financial Analysis, Bloomberg, Options
Education
Georgetown University - The McDonough School of Business 2007 — 2011
B.S. Business Administration, Finance & International Business Major, Psychology Minor
The Chinese University of Hong Kong 2009 — 2009
Summer Study Abroad, Coursework in International Marketing & Comparative Strategic Management
Georgetown Preparatory School 2003 — 2007
Citi August 2014 - Present
Citigroup May 2011 - July 2014
Merrill Lynch Global Wealth Management June 2010 - August 2010
Skills
Investments, Valuation, Asset Allocation, Financial Modeling, Investment Strategies, Financial Analysis, Bloomberg, Options
Education
Georgetown University - The McDonough School of Business 2007 — 2011
B.S. Business Administration, Finance & International Business Major, Psychology Minor
The Chinese University of Hong Kong 2009 — 2009
Summer Study Abroad, Coursework in International Marketing & Comparative Strategic Management
Georgetown Preparatory School 2003 — 2007
Jessica Shtofmakher Jessica Shtofmakher's Citigroup Experience July 2006 - July 2007
Job Vice President Securities Lending Trader at Citi
Industry Investment Banking
Experience
Citi 2007 - Present
Citigroup July 2006 - July 2007
Citigroup July 2005 - July 2006
Skills
Bonds
Education
Georgetown University - The McDonough School of Business 2001 — 2005
UNSW Australia 2004 — 2004
Finance
Citi 2007 - Present
Citigroup July 2006 - July 2007
Citigroup July 2005 - July 2006
Skills
Bonds
Education
Georgetown University - The McDonough School of Business 2001 — 2005
UNSW Australia 2004 — 2004
Finance
Lisa Fitzig Lisa Fitzig's Citigroup Experience 2004 - 2008
Job Residential Real Estate Broker at the Corcoran Group
Industry Real Estate
Experience
The Corcoran Group 2009 - Present
McKinsey & Company 2012 - 2013
Citigroup 2004 - 2008
Citigroup 2000 - 2004
Citigroup 1994 - 1999
Lehman Brothers 1983 - 1992
Smith Barney, Harris Upham 1980 - 1982
Skills
Real Estate, Residential Homes, Real Estate Transactions, Real Estate Financing, Real Estate Investing, Buyer Representation, Seller Representation, Townhomes, Financial Analysis, Negotiation, Valuation, Investment Properties
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance and Accounting
Georgetown University 1973 — 1977
BA, Political Science and Economics
The London School of Economics and Political Science (LSE) 1975 — 1976
General Course, Economics
The Corcoran Group 2009 - Present
McKinsey & Company 2012 - 2013
Citigroup 2004 - 2008
Citigroup 2000 - 2004
Citigroup 1994 - 1999
Lehman Brothers 1983 - 1992
Smith Barney, Harris Upham 1980 - 1982
Skills
Real Estate, Residential Homes, Real Estate Transactions, Real Estate Financing, Real Estate Investing, Buyer Representation, Seller Representation, Townhomes, Financial Analysis, Negotiation, Valuation, Investment Properties
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance and Accounting
Georgetown University 1973 — 1977
BA, Political Science and Economics
The London School of Economics and Political Science (LSE) 1975 — 1976
General Course, Economics
Stephanie Ross Weinstein's Citigroup Experience November 2009 - Present
Job SVP, Business Analytics Director, Digital Insights at Citigroup
Industry Financial Services
Experience
Citigroup November 2009 - Present
Citigroup September 2008 - November 2009
Citigroup July 2006 - September 2008
Overseas Private Investment Corporation September 2005 - December 2005
Coface North America May 2005 - August 2005
Calvert Foundation January 2005 - May 2005
Moorestown Board of Education September 1999 - June 2004
WESTAMPTON BOARD OF EDUCATION September 1995 - September 1999
Skills
E-commerce, Analytics, Strategy, Business Development, Project Management, Credit Cards, Analysis, Web Analytics, Online Marketing, Valuation, Financial Modeling, Marketing, Financial Analysis, Leadership, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Business Administration/ Finance
Citigroup November 2009 - Present
Citigroup September 2008 - November 2009
Citigroup July 2006 - September 2008
Overseas Private Investment Corporation September 2005 - December 2005
Coface North America May 2005 - August 2005
Calvert Foundation January 2005 - May 2005
Moorestown Board of Education September 1999 - June 2004
WESTAMPTON BOARD OF EDUCATION September 1995 - September 1999
Skills
E-commerce, Analytics, Strategy, Business Development, Project Management, Credit Cards, Analysis, Web Analytics, Online Marketing, Valuation, Financial Modeling, Marketing, Financial Analysis, Leadership, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Business Administration/ Finance
J. Justin Stone's Citigroup Experience January 2004 - April 2005
Job Independent Consultant
Industry Investment Banking
Experience
Independent Consultant July 2013 - Present
Standard Bank August 2009 - February 2013
Merrill Lynch January 2008 - August 2009
Merrill Lynch July 2005 - December 2007
Citigroup January 2004 - April 2005
Citigroup September 2001 - December 2003
Citigroup August 1999 - August 2001
Monitor Group March 1998 - August 1998
US Navy January 1993 - May 1996
Skills
Structured Finance, Capital Markets, Corporate Finance, Emerging Markets, Project Finance, Financial Structuring, Commodity, Mergers & Acquisitions, Portfolio Management, Investments, Trading, Equities, Derivatives, Hedging, Securitization, Commodities, Private Equity Funding, Deal Execution, Precious Metals, Electricity Markets, Oil/Gas, Structuring Deals, Origination, Base Metals, Oil&Gas, Investment Banking, Infrastructure, Valuation, Due Diligence, Strategy, Management, Finance, Financial Modeling, Risk Management, Analysis, Fixed Income, Financial Analysis, Business Strategy
Education
Georgetown University - The McDonough School of Business 1996 — 1999
MBA
Georgetown University - The School of Foreign Service 1996 — 1999
MS
University of Massachusetts, Amherst 1987 — 1991
BA
Independent Consultant July 2013 - Present
Standard Bank August 2009 - February 2013
Merrill Lynch January 2008 - August 2009
Merrill Lynch July 2005 - December 2007
Citigroup January 2004 - April 2005
Citigroup September 2001 - December 2003
Citigroup August 1999 - August 2001
Monitor Group March 1998 - August 1998
US Navy January 1993 - May 1996
Skills
Structured Finance, Capital Markets, Corporate Finance, Emerging Markets, Project Finance, Financial Structuring, Commodity, Mergers & Acquisitions, Portfolio Management, Investments, Trading, Equities, Derivatives, Hedging, Securitization, Commodities, Private Equity Funding, Deal Execution, Precious Metals, Electricity Markets, Oil/Gas, Structuring Deals, Origination, Base Metals, Oil&Gas, Investment Banking, Infrastructure, Valuation, Due Diligence, Strategy, Management, Finance, Financial Modeling, Risk Management, Analysis, Fixed Income, Financial Analysis, Business Strategy
Education
Georgetown University - The McDonough School of Business 1996 — 1999
MBA
Georgetown University - The School of Foreign Service 1996 — 1999
MS
University of Massachusetts, Amherst 1987 — 1991
BA
Timothy Fitzsimmons's Citigroup Experience June 2000 - August 2004
Job
Industry Investment Banking
Experience
Moelis & Company August 2015 - Present
Credit Suisse August 2004 - Present
Citigroup June 2000 - August 2004
Education
Georgetown University - The McDonough School of Business 1995 — 1999
BSBA, Finance
Delbarton 1991 — 1995
Memorial Junior School
Memorial Junior School
Moelis & Company August 2015 - Present
Credit Suisse August 2004 - Present
Citigroup June 2000 - August 2004
Education
Georgetown University - The McDonough School of Business 1995 — 1999
BSBA, Finance
Delbarton 1991 — 1995
Memorial Junior School
Memorial Junior School
Ed Hu's Citigroup Experience April 2005 - October 2007
Job Tax Attorney/CPA/Consultant Specialty in International Taxation
Industry Accounting
Experience
Edwin J. Hu, CPA, LLM February 2004 - Present
Tax Technologies, Inc. February 2015 - September 2015
Morgan Stanley February 2012 - July 2014
AT&T February 2009 - December 2011
GE Capital September 2004 - January 2009
Morgan Stanley May 2008 - July 2008
Citigroup April 2005 - October 2007
Morgan Stanley 2004 - 2004
Deloitte & Touche LLP July 2001 - July 2003
Pro Group International July 1999 - July 2000
Skills
International Tax, State and Local Tax, Legal Research, Tax, Tax Advisory, Accounting, Tax Preparation, Tax Law, Tax Returns, Corporate Law, Income Tax, Tax Accounting, CPA, Auditing, Corporate Tax, Due Diligence, US GAAP, Financial Statements, Restructuring, SEC filings, Sarbanes-Oxley Act, Tax Research, Mergers & Acquisitions, Corporate Finance, Financial Reporting
Education
Georgetown University Law Center 2000 — 2001
Master of Laws
The University of Texas School of Law 1996 — 1999
Doctor of Jurisprudence
The University of Texas at San Antonio 1994 — 1995
Master
The University of Texas at Austin 1988 — 1992
Bachelor
Edwin J. Hu, CPA, LLM February 2004 - Present
Tax Technologies, Inc. February 2015 - September 2015
Morgan Stanley February 2012 - July 2014
AT&T February 2009 - December 2011
GE Capital September 2004 - January 2009
Morgan Stanley May 2008 - July 2008
Citigroup April 2005 - October 2007
Morgan Stanley 2004 - 2004
Deloitte & Touche LLP July 2001 - July 2003
Pro Group International July 1999 - July 2000
Skills
International Tax, State and Local Tax, Legal Research, Tax, Tax Advisory, Accounting, Tax Preparation, Tax Law, Tax Returns, Corporate Law, Income Tax, Tax Accounting, CPA, Auditing, Corporate Tax, Due Diligence, US GAAP, Financial Statements, Restructuring, SEC filings, Sarbanes-Oxley Act, Tax Research, Mergers & Acquisitions, Corporate Finance, Financial Reporting
Education
Georgetown University Law Center 2000 — 2001
Master of Laws
The University of Texas School of Law 1996 — 1999
Doctor of Jurisprudence
The University of Texas at San Antonio 1994 — 1995
Master
The University of Texas at Austin 1988 — 1992
Bachelor
Heather L. Hunt's Citigroup Experience July 2003 - June 2008
Job Director, Corporate Strategy
Industry Financial Services
Experience
Citi August 2008 - Present
Citigroup July 2003 - June 2008
UBS 2002 - 2003
Advest, Inc. 2001 - 2002
Georgetown University 1996 - 1998
Consumer Bankers Association 1994 - 1996
Associated Builders and Contractors 1994 - 1994
Skills
Financial Modeling, Valuation, Portfolio Management, Investments, Equities, Capital Markets, Business Strategy, Corporate Finance, Due Diligence, Investment Banking, Financial Analysis, Financial Markets, Mergers & Acquisitions, Asset Management, Bloomberg, Emerging Markets, Corporate Development, Equity Research, Financial Services, Hedge Funds, Private Equity
Education
Georgetown University - The McDonough School of Business 1996 — 1998
University of Michigan
Citi August 2008 - Present
Citigroup July 2003 - June 2008
UBS 2002 - 2003
Advest, Inc. 2001 - 2002
Georgetown University 1996 - 1998
Consumer Bankers Association 1994 - 1996
Associated Builders and Contractors 1994 - 1994
Skills
Financial Modeling, Valuation, Portfolio Management, Investments, Equities, Capital Markets, Business Strategy, Corporate Finance, Due Diligence, Investment Banking, Financial Analysis, Financial Markets, Mergers & Acquisitions, Asset Management, Bloomberg, Emerging Markets, Corporate Development, Equity Research, Financial Services, Hedge Funds, Private Equity
Education
Georgetown University - The McDonough School of Business 1996 — 1998
University of Michigan
Stefani Rothman's Citigroup Experience July 2006 - December 2009
Job SVP, Credit Risk Strategies for National Banking
Industry Financial Services
Experience
Citibank July 2015 - Present
Citibank July 2013 - July 2015
Citibank December 2009 - June 2013
Citigroup July 2006 - December 2009
Lehman Brothers June 2005 - August 2005
Fleet Bank July 2000 - May 2004
Skills
Portfolio Management, Risk Analytics, Fixed Income, Credit Risk, Risk Management, Financial Modeling, Financial Analysis, Forecasting
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Finance
University of Michigan 1996 — 2000
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance/Accounting
Citibank July 2015 - Present
Citibank July 2013 - July 2015
Citibank December 2009 - June 2013
Citigroup July 2006 - December 2009
Lehman Brothers June 2005 - August 2005
Fleet Bank July 2000 - May 2004
Skills
Portfolio Management, Risk Analytics, Fixed Income, Credit Risk, Risk Management, Financial Modeling, Financial Analysis, Forecasting
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Finance
University of Michigan 1996 — 2000
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance/Accounting
Laura Levine Goffman's Citigroup Experience September 1987 - January 1991
Job Vice President, InfoPeople Corporation
Industry Information Technology and Services
Experience
InfoPeople Corporation January 2014 - Present
LLG Partners, LLC January 2013 - February 2014
Experis IT (formerly Comsys) a division of Manpower March 2011 - October 2012
CGI Technology & Solutions, Inc. 2000 - March 2011
Prism Consulting 1991 - 2000
Citigroup September 1987 - January 1991
Computer Horizons August 1985 - August 1987
Skills
Professional Services, Business Transformation, Business Process..., BPO, Outsourcing, IT Strategy, Management Consulting, Business Development, Project Portfolio..., CRM, Business Process..., Consulting, Relationship Marketing, Client Liaison, Client Counseling, Team Building, Client Development, Team Management, Contract Recruitment, Account Management, Human Resources, Recruiting, Management, Contract Negotiation, New Business Development, Training, Executive Management
Education
Georgetown University - The McDonough School of Business 1981 — 1983
Master of Business Administration (MBA), Business Administration and Management, General
Temple University
Bachelor of Arts (B.A.)
InfoPeople Corporation January 2014 - Present
LLG Partners, LLC January 2013 - February 2014
Experis IT (formerly Comsys) a division of Manpower March 2011 - October 2012
CGI Technology & Solutions, Inc. 2000 - March 2011
Prism Consulting 1991 - 2000
Citigroup September 1987 - January 1991
Computer Horizons August 1985 - August 1987
Skills
Professional Services, Business Transformation, Business Process..., BPO, Outsourcing, IT Strategy, Management Consulting, Business Development, Project Portfolio..., CRM, Business Process..., Consulting, Relationship Marketing, Client Liaison, Client Counseling, Team Building, Client Development, Team Management, Contract Recruitment, Account Management, Human Resources, Recruiting, Management, Contract Negotiation, New Business Development, Training, Executive Management
Education
Georgetown University - The McDonough School of Business 1981 — 1983
Master of Business Administration (MBA), Business Administration and Management, General
Temple University
Bachelor of Arts (B.A.)
Moina Banerjee's Citigroup Experience July 2003 - June 2006
Job Principal at The JBG Companies
Industry Real Estate
Experience
The JBG Companies January 2014 - Present
The JBG Companies January 2013 - Present
The JBG Companies August 2010 - December 2012
The Blackstone Group August 2008 - August 2010
Citigroup Alternative Investments June 2007 - August 2007
Citigroup July 2003 - June 2006
Banc of America Securities 2002 - 2002
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance & Real Estate
Georgetown University 1999 — 2003
BSFS, International Economics (Honors) with a Certificate in International Business Diplomacy
The JBG Companies January 2014 - Present
The JBG Companies January 2013 - Present
The JBG Companies August 2010 - December 2012
The Blackstone Group August 2008 - August 2010
Citigroup Alternative Investments June 2007 - August 2007
Citigroup July 2003 - June 2006
Banc of America Securities 2002 - 2002
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance & Real Estate
Georgetown University 1999 — 2003
BSFS, International Economics (Honors) with a Certificate in International Business Diplomacy
Colleen Crawford's Citigroup Experience October 2006 - Present
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
Citigroup October 2006 - Present
JPMorgan Chase & Co. 2002 - 2006
Skills
Portfolio Management, Financial Services, Credit Cards, Financial Analysis, Segmentation, Strategic Planning, Relationship Management, Marketing Strategy, Business Strategy, Direct Marketing, Business Development, Competitive Analysis, Cross-functional Team..., Strategy, CRM
Education
Georgetown University 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Citigroup October 2006 - Present
JPMorgan Chase & Co. 2002 - 2006
Skills
Portfolio Management, Financial Services, Credit Cards, Financial Analysis, Segmentation, Strategic Planning, Relationship Management, Marketing Strategy, Business Strategy, Direct Marketing, Business Development, Competitive Analysis, Cross-functional Team..., Strategy, CRM
Education
Georgetown University 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Allison Galligan's Citigroup Experience 1998 - 2002
Job Bronxville, NY
Industry Nonprofit Organization Management
Experience
Charles J McBride & Associates 2002 - 2013
Citigroup 1998 - 2002
Andersen Consulting 1990 - 1995
Skills
Due Diligence, Asset Managment, Valuation, Real Estate Economics, Investments, Management, Financial Analysis, Disposition, Finance, Strategic Planning, Financial Modeling, Contract Negotiation
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Georgetown University 1986 — 1990
Charles J McBride & Associates 2002 - 2013
Citigroup 1998 - 2002
Andersen Consulting 1990 - 1995
Skills
Due Diligence, Asset Managment, Valuation, Real Estate Economics, Investments, Management, Financial Analysis, Disposition, Finance, Strategic Planning, Financial Modeling, Contract Negotiation
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Georgetown University 1986 — 1990
Earl Dos Santos's Citigroup Experience 2003 - 2006
Job Founder at Cable Tipster
Industry Internet
Experience
Cable Tipster August 2013 - Present
Sift March 2012 - August 2013
Bash Gaming March 2012 - August 2012
Digital Chocolate May 2011 - February 2012
Investor Evolution July 2010 - December 2010
Autodesk June 2010 - August 2010
Agora Partnerships January 2009 - August 2009
La Familia Padre Fabretto July 2008 - January 2009
Monomoy Capital Partners August 2006 - June 2008
Citigroup 2003 - 2006
Skills
Product Management, User Interface Design, Product Planning, Product Launch, Web Analytics, Customer Development, Business Strategy, Social Media, Mobile Devices, Product Strategy, Analytics, Financial Analysis, Project Management, Mobile Applications, Entrepreneurship, CRM, Digital Media
Education
UC Berkeley Haas School of Business 2009 — 2011
MBA
Georgetown University 2000 — 2004
BSBA, Accounting, Finance, Spanish, Economics
Canyon High School
Cable Tipster August 2013 - Present
Sift March 2012 - August 2013
Bash Gaming March 2012 - August 2012
Digital Chocolate May 2011 - February 2012
Investor Evolution July 2010 - December 2010
Autodesk June 2010 - August 2010
Agora Partnerships January 2009 - August 2009
La Familia Padre Fabretto July 2008 - January 2009
Monomoy Capital Partners August 2006 - June 2008
Citigroup 2003 - 2006
Skills
Product Management, User Interface Design, Product Planning, Product Launch, Web Analytics, Customer Development, Business Strategy, Social Media, Mobile Devices, Product Strategy, Analytics, Financial Analysis, Project Management, Mobile Applications, Entrepreneurship, CRM, Digital Media
Education
UC Berkeley Haas School of Business 2009 — 2011
MBA
Georgetown University 2000 — 2004
BSBA, Accounting, Finance, Spanish, Economics
Canyon High School
Tonie Davis-Britton's Citigroup Experience August 2005 - June 2008
Job Global Relationship Management, American Express
Industry Financial Services
Experience
American Express October 2014 - Present
American Express July 2008 - October 2014
Citigroup August 2005 - June 2008
JPMorgan Chase May 2004 - August 2004
American Express April 2000 - June 2003
Michael Jordan's The Restaurant February 1995 - February 1997
Skills
Financial Services, Credit Cards, Financial Modeling, Segmentation, Program Management, Strategy, Financial Analysis, Analytics, Management Consulting, Business Analysis, Relationship Management, Business Strategy
Education
Georgetown University 2003 — 2005
MBA, Marketing
Georgetown University - The McDonough School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Marketing
Indian Hill
Syracuse University
University of Kentucky
Bachelor of Business Administration (B.B.A.), Marketing
American Express October 2014 - Present
American Express July 2008 - October 2014
Citigroup August 2005 - June 2008
JPMorgan Chase May 2004 - August 2004
American Express April 2000 - June 2003
Michael Jordan's The Restaurant February 1995 - February 1997
Skills
Financial Services, Credit Cards, Financial Modeling, Segmentation, Program Management, Strategy, Financial Analysis, Analytics, Management Consulting, Business Analysis, Relationship Management, Business Strategy
Education
Georgetown University 2003 — 2005
MBA, Marketing
Georgetown University - The McDonough School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Marketing
Indian Hill
Syracuse University
University of Kentucky
Bachelor of Business Administration (B.B.A.), Marketing
Steve Min's Citigroup Experience June 1998 - April 2004
Job Chief Credit Officer at Synchrony Financial
Industry Financial Services
Experience
Synchrony Financial August 2014 - Present
GE Capital October 2010 - July 2014
GE Consumer Finance 2005 - November 2010
Bank of America April 2004 - November 2005
CitiGroup June 1998 - April 2004
MBNA (Now Bank of America) July 1997 - May 1998
Education
The Johns Hopkins University 1993 — 1995
MS, Economics
George Mason University 1988 — 1992
BS, Economics
Synchrony Financial August 2014 - Present
GE Capital October 2010 - July 2014
GE Consumer Finance 2005 - November 2010
Bank of America April 2004 - November 2005
CitiGroup June 1998 - April 2004
MBNA (Now Bank of America) July 1997 - May 1998
Education
The Johns Hopkins University 1993 — 1995
MS, Economics
George Mason University 1988 — 1992
BS, Economics
Andrew Fahmi's Citigroup Experience May 2005 - August 2005
Job Lead Financial Analyst, FP&A at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2015 - Present
GetWellNetwork May 2014 - June 2015
Lockheed Martin December 2012 - April 2014
Lockheed Martin July 2009 - November 2012
Lockheed Martin June 2006 - March 2010
Citigroup May 2005 - August 2005
Booz Allen Hamilton May 2001 - August 2001
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Program Management, Leadership, Strategy, Accounting, Government, Sales, DoD, Earned Value Management, Data Analysis, Risk Management, Process Improvement, Forecasting, Government Contracting, Leadership Development, Research
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2010
MBA, Finance, Marketing
Georgetown University 2002 — 2006
BSFS '06, International Politics: Law, Ethics & Institutions
The American School in London 1998 — 2002
E*TRADE Financial Corporation June 2015 - Present
GetWellNetwork May 2014 - June 2015
Lockheed Martin December 2012 - April 2014
Lockheed Martin July 2009 - November 2012
Lockheed Martin June 2006 - March 2010
Citigroup May 2005 - August 2005
Booz Allen Hamilton May 2001 - August 2001
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Program Management, Leadership, Strategy, Accounting, Government, Sales, DoD, Earned Value Management, Data Analysis, Risk Management, Process Improvement, Forecasting, Government Contracting, Leadership Development, Research
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2010
MBA, Finance, Marketing
Georgetown University 2002 — 2006
BSFS '06, International Politics: Law, Ethics & Institutions
The American School in London 1998 — 2002
Ghassan Halazon's Citigroup Experience August 2008 - May 2010
Job Tech Entrepreneur, Angel Investor
Industry Internet
Experience
TeamBuy March 2010 - July 2015
Citigroup August 2008 - May 2010
Skills
Business Development, Retail, Online Advertising, Strategy, Marketing Strategy, Fashion, Digital Marketing, CRM, Strategic Planning, Business Strategy, E-commerce, Venture Capital, Entrepreneurship, Advertising, Social Media Marketing, Sales Management, Financial Modeling, SEM, Investments, Start-ups, Team Leadership, SEO
Education
Georgetown University - The McDonough School of Business 2006 — 2008
McGill University 2002 — 2006
Undergraduate, Bachelor of Commerce
TeamBuy March 2010 - July 2015
Citigroup August 2008 - May 2010
Skills
Business Development, Retail, Online Advertising, Strategy, Marketing Strategy, Fashion, Digital Marketing, CRM, Strategic Planning, Business Strategy, E-commerce, Venture Capital, Entrepreneurship, Advertising, Social Media Marketing, Sales Management, Financial Modeling, SEM, Investments, Start-ups, Team Leadership, SEO
Education
Georgetown University - The McDonough School of Business 2006 — 2008
McGill University 2002 — 2006
Undergraduate, Bachelor of Commerce
Katherine Sokoloff's Citigroup Experience March 1989 - February 1998
Job Supervisory analyst at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities May 2007 - Present
Merrill Lynch June 2001 - August 2006
iAI international February 1998 - August 2000
Citigroup March 1989 - February 1998
Chase Private Banking 1982 - 1989
Skills
Equities, Securities, Management, Asset Allocation, Emerging Markets, Investment Banking, Valuation, Portfolio Management, Competitive Analysis, Mutual Funds, Capital Markets, Equity Research, Financial Services, Hedge Funds, Fixed Income, Due Diligence, Financial Markets, Financial Analysis, Research, Alternative Investments, Investments, Bloomberg
Education
Georgetown University 1979 — 1981
MSFS, International Relations, International Business
Princeton University 1975 — 1977
BA, Russian Area Studies, Slavic Languages and Literature
Smith College 1973 — 1975
Slavic Languages and Literature
Aiglon 1970 — 1973
high school, History, English Literature, French
Deutsche Bank Securities May 2007 - Present
Merrill Lynch June 2001 - August 2006
iAI international February 1998 - August 2000
Citigroup March 1989 - February 1998
Chase Private Banking 1982 - 1989
Skills
Equities, Securities, Management, Asset Allocation, Emerging Markets, Investment Banking, Valuation, Portfolio Management, Competitive Analysis, Mutual Funds, Capital Markets, Equity Research, Financial Services, Hedge Funds, Fixed Income, Due Diligence, Financial Markets, Financial Analysis, Research, Alternative Investments, Investments, Bloomberg
Education
Georgetown University 1979 — 1981
MSFS, International Relations, International Business
Princeton University 1975 — 1977
BA, Russian Area Studies, Slavic Languages and Literature
Smith College 1973 — 1975
Slavic Languages and Literature
Aiglon 1970 — 1973
high school, History, English Literature, French
Clara Pan's Citigroup Experience March 2011 - Present
Job Vice President
Industry Financial Services
Experience
Citigroup March 2011 - Present
Citigroup August 2009 - March 2011
Citi June 2008 - August 2008
New York Life April 2006 - July 2007
KPMG Audit November 2003 - March 2006
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
Western University 1998 — 2002
BACS, Finance and Administration
George Mason University
George Mason University
George Mason University
George Mason University
George Mason University
George Mason University
Citigroup March 2011 - Present
Citigroup August 2009 - March 2011
Citi June 2008 - August 2008
New York Life April 2006 - July 2007
KPMG Audit November 2003 - March 2006
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
Western University 1998 — 2002
BACS, Finance and Administration
George Mason University
George Mason University
George Mason University
George Mason University
George Mason University
George Mason University
Timothy Peach's Citigroup Experience September 2010 - Present
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup September 2010 - Present
Perella Weinberg Partners December 2009 - August 2010
Bridge Pointe Insurance January 2009 - November 2009
Citi Global Markets January 1998 - January 2009
PricewaterhouseCoopers February 1997 - December 1997
Ernst & Young 1992 - 1996
Kwasha Lipton 1985 - 1989
Education
Georgetown University 1981 — 1985
Citigroup September 2010 - Present
Perella Weinberg Partners December 2009 - August 2010
Bridge Pointe Insurance January 2009 - November 2009
Citi Global Markets January 1998 - January 2009
PricewaterhouseCoopers February 1997 - December 1997
Ernst & Young 1992 - 1996
Kwasha Lipton 1985 - 1989
Education
Georgetown University 1981 — 1985
Ryan Draude's Citigroup Experience May 2005 - August 2005
Job Senior Director, Loyalty Marketing at Choice Hotels International
Industry Financial Services
Experience
Choice Hotels International January 2012 - Present
Choice Hotels International September 2014 - October 2014
Georgetown University December 2007 - May 2013
George Washington University September 2012 - March 2013
Capital One May 2010 - January 2012
Sallie Mae June 2006 - April 2010
Citigroup May 2005 - August 2005
SDI Communications June 2004 - August 2004
9278 Communications June 2003 - June 2004
Qwest December 2002 - June 2003
Skills
Direct Marketing, Segmentation, Strategic Planning, Digital Marketing, Marketing Strategy, Brand Innovation, Digital Strategy, Loyalty Programs, Loyalty Marketing, Management, Marketing, Mobile Marketing, Online Advertising, Online Marketing, Product Development, Multi-channel Marketing, Strategy, Integrated Marketing, Sales, Analysis, Brand Architecture, Brand Management, Business Development, CRM, Competitive Analysis, Customer Acquisition, E-commerce, Analytics, Customer Insight, Email Marketing, Interactive Marketing, Leadership, Market Research, Marketing Communications, Marketing Management, Social Media, Strategic Partnerships
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Marketing
Marymount University 1993 — 1997
BA, International Business
Choice Hotels International January 2012 - Present
Choice Hotels International September 2014 - October 2014
Georgetown University December 2007 - May 2013
George Washington University September 2012 - March 2013
Capital One May 2010 - January 2012
Sallie Mae June 2006 - April 2010
Citigroup May 2005 - August 2005
SDI Communications June 2004 - August 2004
9278 Communications June 2003 - June 2004
Qwest December 2002 - June 2003
Skills
Direct Marketing, Segmentation, Strategic Planning, Digital Marketing, Marketing Strategy, Brand Innovation, Digital Strategy, Loyalty Programs, Loyalty Marketing, Management, Marketing, Mobile Marketing, Online Advertising, Online Marketing, Product Development, Multi-channel Marketing, Strategy, Integrated Marketing, Sales, Analysis, Brand Architecture, Brand Management, Business Development, CRM, Competitive Analysis, Customer Acquisition, E-commerce, Analytics, Customer Insight, Email Marketing, Interactive Marketing, Leadership, Market Research, Marketing Communications, Marketing Management, Social Media, Strategic Partnerships
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Marketing
Marymount University 1993 — 1997
BA, International Business
Thomas Berta's Citigroup Experience July 2009 - June 2010
Job VP Sales and Service at First County Bank
Industry Banking
Experience
First County Bank September 2015 - Present
Wells Fargo September 2014 - September 2015
Citizens Bank October 2012 - June 2014
Citizens Bank December 2011 - October 2012
Hudson Valley Bank June 2010 - January 2012
Citigroup July 2009 - June 2010
Citibank August 2000 - July 2009
Skills
Sales, Sales Operations, Small Business Lending, Consumer Lending, Commercial Lending, Loans, Banking, Retail Banking, Portfolio Management, Cross Selling, Lines Of Credit
Education
Pace University - Lubin School of Business 1999 — 2004
MBA
Graduate School of Retail Bank Management 2008 — 2010
George Mason University 1988 — 1992
BS
First County Bank September 2015 - Present
Wells Fargo September 2014 - September 2015
Citizens Bank October 2012 - June 2014
Citizens Bank December 2011 - October 2012
Hudson Valley Bank June 2010 - January 2012
Citigroup July 2009 - June 2010
Citibank August 2000 - July 2009
Skills
Sales, Sales Operations, Small Business Lending, Consumer Lending, Commercial Lending, Loans, Banking, Retail Banking, Portfolio Management, Cross Selling, Lines Of Credit
Education
Pace University - Lubin School of Business 1999 — 2004
MBA
Graduate School of Retail Bank Management 2008 — 2010
George Mason University 1988 — 1992
BS
Bob Sheahan Jr's Citigroup Experience September 1997 - May 1999
Job William Blair
Industry Financial Services
Experience
William Blair & Company April 2015 - Present
Sterne Agee April 2010 - Present
Banc of America March 2004 - June 2005
Merrill Lynch July 2002 - March 2004
Merrill Lynch May 1999 - March 2004
Citigroup September 1997 - May 1999
Education
Georgetown University 1992 — 1996
Bachelor, International Relations
William Blair & Company April 2015 - Present
Sterne Agee April 2010 - Present
Banc of America March 2004 - June 2005
Merrill Lynch July 2002 - March 2004
Merrill Lynch May 1999 - March 2004
Citigroup September 1997 - May 1999
Education
Georgetown University 1992 — 1996
Bachelor, International Relations
Doug Houser's Citigroup Experience June 2005 - June 2008
Job Houser at Douglas
Industry Banking
Experience
Deutsche Bank January 2009 - Present
The Reserve Funds June 2008 - January 2009
Citigroup June 2005 - June 2008
Amazon.com September 2000 - July 2004
Education
Yale University - Yale School of Management 2004 — 2006
MBA, Strategy
Georgetown University 1995 — 1998
BS, International Economics
Deutsche Bank January 2009 - Present
The Reserve Funds June 2008 - January 2009
Citigroup June 2005 - June 2008
Amazon.com September 2000 - July 2004
Education
Yale University - Yale School of Management 2004 — 2006
MBA, Strategy
Georgetown University 1995 — 1998
BS, International Economics
Joseph Shanahan's Citigroup Experience 2004 - 2005
Job Managing Director at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Citi January 2012 - December 2014
Citi June 2011 - December 2011
GreenStone Aviation June 2009 - January 2011
Jefferies Capital Partners April 2008 - June 2009
RBS Aviation Capital April 2005 - April 2008
Citigroup 2004 - 2005
Education
Georgetown University 1997 — 2001
Citi January 2015 - Present
Citi January 2012 - December 2014
Citi June 2011 - December 2011
GreenStone Aviation June 2009 - January 2011
Jefferies Capital Partners April 2008 - June 2009
RBS Aviation Capital April 2005 - April 2008
Citigroup 2004 - 2005
Education
Georgetown University 1997 — 2001
Carrie Southard's Citigroup Experience April 2006 - Present
Job VP at Citigroup
Industry Wholesale
Experience
Citigroup April 2006 - Present
Strategic Energy Services, LLC. November 2003 - March 2006
RWE Supply & Trading GmbH February 2002 - September 2003
Skills
Fixed Income, Commodity Markets, Derivatives, Trading Systems, Trading, Commodity, Financial Markets, Electronic Trading, Business Analysis, Proprietary Trading, Analysis, Market Data, Market Risk, Requirements Gathering, Valuation
Education
Texas A&M University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Georgetown University
Citigroup April 2006 - Present
Strategic Energy Services, LLC. November 2003 - March 2006
RWE Supply & Trading GmbH February 2002 - September 2003
Skills
Fixed Income, Commodity Markets, Derivatives, Trading Systems, Trading, Commodity, Financial Markets, Electronic Trading, Business Analysis, Proprietary Trading, Analysis, Market Data, Market Risk, Requirements Gathering, Valuation
Education
Texas A&M University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Georgetown University
Jonathan Brady's Citigroup Experience September 1998 - December 2002
Job SVP, Director of Digital Strategy at JUICE Pharma Worldwide
Industry Pharmaceuticals
Experience
JUICE Pharma Worldwide 2010 - Present
Sudler & Hennessey February 2007 - April 2011
Pfizer April 2005 - February 2007
Creneaux Enterprises January 2003 - March 2005
Citigroup September 1998 - December 2002
Skills
Digital Strategy, Digital Marketing, Interactive Marketing, Integrated Marketing, Online Advertising, Analytics, Advertising, Interactive Advertising, Marketing Strategy, Creative Direction, SEM, New Media, SEO, Marketing Communications
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Marketing and Strategy
Georgetown University 1987 — 1991
BA, English
JUICE Pharma Worldwide 2010 - Present
Sudler & Hennessey February 2007 - April 2011
Pfizer April 2005 - February 2007
Creneaux Enterprises January 2003 - March 2005
Citigroup September 1998 - December 2002
Skills
Digital Strategy, Digital Marketing, Interactive Marketing, Integrated Marketing, Online Advertising, Analytics, Advertising, Interactive Advertising, Marketing Strategy, Creative Direction, SEM, New Media, SEO, Marketing Communications
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Marketing and Strategy
Georgetown University 1987 — 1991
BA, English
Janice D'Arco's Citigroup Experience 2006 - 2012
Job Citigroup, Institutional Clients Group, Director
Industry Banking
Experience
Citigroup 2006 - 2012
JPMorgan 2003 - 2006
Bank of America 1997 - 2000
The North County Times March 1996 - August 1996
Skills
Investment Banking, Project Finance, Leveraged Finance, Capital Structure, Capital Markets, Finance, Corporate Finance, Fixed Income
Education
Georgetown University 2000 — 2003
MBA & MSFS, Finance & Foreign Affairs
Northwestern University 1993 — 1997
BS & BSJ, Economics & Journalism
St. Ignatius College Prep 1993 — 1997
Citigroup 2006 - 2012
JPMorgan 2003 - 2006
Bank of America 1997 - 2000
The North County Times March 1996 - August 1996
Skills
Investment Banking, Project Finance, Leveraged Finance, Capital Structure, Capital Markets, Finance, Corporate Finance, Fixed Income
Education
Georgetown University 2000 — 2003
MBA & MSFS, Finance & Foreign Affairs
Northwestern University 1993 — 1997
BS & BSJ, Economics & Journalism
St. Ignatius College Prep 1993 — 1997
Jay Rocio's Citigroup Experience 2000 - 2002
Job Vice President International Finance, EMEA & Latin America at American Tower Corporation
Industry Telecommunications
Experience
American Tower July 2013 - Present
Standard Bank Group - Americas 2004 - 2013
Citigroup 2000 - 2002
Societe Generale 1998 - 2000
ABN AMRO 1995 - 1997
Nortel Networks - Northern Telecom CALA 1993 - 1995
ING Nederland 1991 - 1993
Manufacturers Hanover Trust (JP Morgan Chase) 1982 - 1991
Skills
FINRA - NASD Licenses -..., Emerging Markets, Structured Finance, Investment Banking, Capital Markets, Corporate Finance, Project Finance, Financial Structuring, Syndications, Banking, Derivatives, Mergers, Valuation, Credit, Financial Markets, Fixed Income, Structured Products, Equities, Mergers & Acquisitions, Telecommunications, Wireless, Towers, Credit Analysis, Bonds, Strategy, Due Diligence, Investments, Debt Restructuring, Hedge Funds, Credit Risk, Risk Management, Financial Modeling, Trading, Alternative Investments, Finance, Loan Origination, Financial Services, Loans, Trade Finance, Financial Institutions, Business Development, Latin America, FX Options, Leveraged Finance, Securitization, Asset Management, Restructuring, Securities, Financial Risk, Treasury
Education
Georgetown University 1980 — 1982
MSFS, International Business & Economics, Landeggar Honors & NASA Fellowship recipient
Long Island University, C.W. Post Campus 1976 — 1980
Bachelor of Arts (B.A.), International Economics, Summa Cum Laude
American Tower July 2013 - Present
Standard Bank Group - Americas 2004 - 2013
Citigroup 2000 - 2002
Societe Generale 1998 - 2000
ABN AMRO 1995 - 1997
Nortel Networks - Northern Telecom CALA 1993 - 1995
ING Nederland 1991 - 1993
Manufacturers Hanover Trust (JP Morgan Chase) 1982 - 1991
Skills
FINRA - NASD Licenses -..., Emerging Markets, Structured Finance, Investment Banking, Capital Markets, Corporate Finance, Project Finance, Financial Structuring, Syndications, Banking, Derivatives, Mergers, Valuation, Credit, Financial Markets, Fixed Income, Structured Products, Equities, Mergers & Acquisitions, Telecommunications, Wireless, Towers, Credit Analysis, Bonds, Strategy, Due Diligence, Investments, Debt Restructuring, Hedge Funds, Credit Risk, Risk Management, Financial Modeling, Trading, Alternative Investments, Finance, Loan Origination, Financial Services, Loans, Trade Finance, Financial Institutions, Business Development, Latin America, FX Options, Leveraged Finance, Securitization, Asset Management, Restructuring, Securities, Financial Risk, Treasury
Education
Georgetown University 1980 — 1982
MSFS, International Business & Economics, Landeggar Honors & NASA Fellowship recipient
Long Island University, C.W. Post Campus 1976 — 1980
Bachelor of Arts (B.A.), International Economics, Summa Cum Laude
Theodore (Ted) Stamas's Citigroup Experience March 1997 - Present
Job Director and Associate General Counsel at Citigroup
Industry Legal Services
Experience
Citigroup March 1997 - Present
BNY Mellon April 1995 - February 1997
Milbank, Tweed, Hadley & McCloy LLP October 1987 - March 1995
International Institute for Strategic Studies 1982 - 1983
Skills
Corporate Law, Banking, Finance, Project Finance, Securities Regulation, Syndications, Corporate Governance, Trade Finance, Securities
Education
Georgetown University 1983 — 1987
M.S.F.S., International Relations
Georgetown University Law Center 1983 — 1987
J.D., Law
Harvard University 1978 — 1982
AB, Government
Citigroup March 1997 - Present
BNY Mellon April 1995 - February 1997
Milbank, Tweed, Hadley & McCloy LLP October 1987 - March 1995
International Institute for Strategic Studies 1982 - 1983
Skills
Corporate Law, Banking, Finance, Project Finance, Securities Regulation, Syndications, Corporate Governance, Trade Finance, Securities
Education
Georgetown University 1983 — 1987
M.S.F.S., International Relations
Georgetown University Law Center 1983 — 1987
J.D., Law
Harvard University 1978 — 1982
AB, Government
Nick Wood's Citigroup Experience 1995 - 2004
Job Cohead, Equities
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) May 2013 - Present
Up2Us April 2013 - Present
Susquehanna International Group, LLP (SIG) January 2003 - Present
Project Rebirth September 2001 - Present
Citigroup 1995 - 2004
Inner-City Teaching Corps 1991 - 1993
Best Buddies International 1988 - 1992
Skills
Derivatives, Bloomberg, Capital Markets, Equities, Financial Advisory, Financial Markets, Fixed Income, Hedge Funds, Options, Trading
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance
Georgetown University 1986 — 1990
Susquehanna International Group, LLP (SIG) May 2013 - Present
Up2Us April 2013 - Present
Susquehanna International Group, LLP (SIG) January 2003 - Present
Project Rebirth September 2001 - Present
Citigroup 1995 - 2004
Inner-City Teaching Corps 1991 - 1993
Best Buddies International 1988 - 1992
Skills
Derivatives, Bloomberg, Capital Markets, Equities, Financial Advisory, Financial Markets, Fixed Income, Hedge Funds, Options, Trading
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance
Georgetown University 1986 — 1990
Alexander Davit's Citigroup Experience 1969 - 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
Citigroup International 1969 - 2004
Citigroup 1969 - 2004
Education
Georgetown University 1965 — 1969
Citigroup International 1969 - 2004
Citigroup 1969 - 2004
Education
Georgetown University 1965 — 1969
Cynthia Harlow's Citigroup Experience February 2004 - May 2005
Job Managing Director, Analyst at Imperial Capital
Industry Financial Services
Experience
Imperial Capital March 2011 - Present
CF Global Trading April 2010 - March 2011
Citi Investment Research 2005 - February 2010
Citigroup February 2004 - May 2005
Criterion Research Group 2003 - 2004
Lehman Brothers 1997 - 2003
Credit Suisse 1994 - 1997
Thomson BankWatch 1989 - 1994
Skills
Fixed Income
Education
Georgetown University
BS, Mandarin Chinese; Asian Foreign Policy
Imperial Capital March 2011 - Present
CF Global Trading April 2010 - March 2011
Citi Investment Research 2005 - February 2010
Citigroup February 2004 - May 2005
Criterion Research Group 2003 - 2004
Lehman Brothers 1997 - 2003
Credit Suisse 1994 - 1997
Thomson BankWatch 1989 - 1994
Skills
Fixed Income
Education
Georgetown University
BS, Mandarin Chinese; Asian Foreign Policy
Sergio Rego's Citigroup Experience 2004 - 2006
Job President of SR Enterprises, LLC
Industry Financial Services
Experience
Risk Solutions SRV Corp February 2008 - 2012
Citigroup 2004 - 2006
Citigroup January 2000 - December 2003
Citibank January 1996 - December 1999
Citibank September 1985 - December 1995
Skills
Risk Management, Capital Markets, Credit Risk, Banking, Financial Risk, Credit, Latin America, Commercial Banking, Emerging Markets, Operational Risk, Mergers & Acquisitions, Portfolio Management, FX Options, Credit Analysis, Financial Analysis, Management, Investment Banking, Strategy, Corporate Finance, Structured Finance, Derivatives, Financial Services, Investments, Financial Markets, Fixed Income
Education
Universidade de Brasília 1977 — 1984
BBA, Business Administration
UniDF
BA, Public Administration
University of Maryland College Park
Civil Engineering
Georgetown University
EFL
Risk Solutions SRV Corp February 2008 - 2012
Citigroup 2004 - 2006
Citigroup January 2000 - December 2003
Citibank January 1996 - December 1999
Citibank September 1985 - December 1995
Skills
Risk Management, Capital Markets, Credit Risk, Banking, Financial Risk, Credit, Latin America, Commercial Banking, Emerging Markets, Operational Risk, Mergers & Acquisitions, Portfolio Management, FX Options, Credit Analysis, Financial Analysis, Management, Investment Banking, Strategy, Corporate Finance, Structured Finance, Derivatives, Financial Services, Investments, Financial Markets, Fixed Income
Education
Universidade de Brasília 1977 — 1984
BBA, Business Administration
UniDF
BA, Public Administration
University of Maryland College Park
Civil Engineering
Georgetown University
EFL
Joaquin Alvarez Menendez's Citigroup Experience 2006 - Present
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup 2006 - Present
Pazam S.A. 2003 - 2005
JPMorgan 1999 - 2002
CEI Citicorp Holdings S.A. 1996 - 2000
PriceWaterhouse Coopers 1993 - 1996
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, Finance
IESE Business School 1999 — 1999
MBA Exchange Program, Finance
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1990 — 1996
BS Business Adminsitration, CPA
Citigroup 2006 - Present
Pazam S.A. 2003 - 2005
JPMorgan 1999 - 2002
CEI Citicorp Holdings S.A. 1996 - 2000
PriceWaterhouse Coopers 1993 - 1996
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, Finance
IESE Business School 1999 — 1999
MBA Exchange Program, Finance
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1990 — 1996
BS Business Adminsitration, CPA
Avinash D'Souza's Citigroup Experience August 2006 - February 2007
Job Risk Analyst at Beecher Carlson
Industry Financial Services
Experience
Beecher Carlson May 2007 - Present
Citigroup August 2006 - February 2007
Neighborhood Schools Program September 2005 - May 2006
National Kidney Foundation May 2002 - May 2003
George Washington University August 1999 - May 2003
Education
The University of Chicago 2004 — 2006
MA
Georgetown University 2003 — 2004
MS
The George Washington University 1999 — 2003
BS, Physics
Beecher Carlson May 2007 - Present
Citigroup August 2006 - February 2007
Neighborhood Schools Program September 2005 - May 2006
National Kidney Foundation May 2002 - May 2003
George Washington University August 1999 - May 2003
Education
The University of Chicago 2004 — 2006
MA
Georgetown University 2003 — 2004
MS
The George Washington University 1999 — 2003
BS, Physics
Sobhi Mahmassani's Citigroup Experience July 2006 - July 2008
Job Associate Investment Officer at IFC International Finance Corporation
Industry Venture Capital & Private Equity
Experience
IFC - International Finance Corporation February 2011 - Present
Advantage for Analysts October 2008 - May 2010
Citigroup July 2006 - July 2008
MITRE August 1999 - August 2005
FedEx June 1998 - August 1999
Skills
Venture Capital, Private Equity, Cleantech, Project Finance, Investments, Renewable Energy, Energy Efficiency, Corporate Finance, Financial Modeling, Emerging Markets, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
The George Washington University 2000 — 2002
MS, Computer Science
The University of Texas at Austin 1996 — 1998
MS, Operations Research
University of Massachusetts, Amherst 1992 — 1996
BBA, Finance & Operations Management
IFC - International Finance Corporation February 2011 - Present
Advantage for Analysts October 2008 - May 2010
Citigroup July 2006 - July 2008
MITRE August 1999 - August 2005
FedEx June 1998 - August 1999
Skills
Venture Capital, Private Equity, Cleantech, Project Finance, Investments, Renewable Energy, Energy Efficiency, Corporate Finance, Financial Modeling, Emerging Markets, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
The George Washington University 2000 — 2002
MS, Computer Science
The University of Texas at Austin 1996 — 1998
MS, Operations Research
University of Massachusetts, Amherst 1992 — 1996
BBA, Finance & Operations Management
Jeffrey Titus's Citigroup Experience May 1989 - April 1994
Job Managing Director, Loan Sales and Trading at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey September 2006 - Present
SunTrust Robinson Humphrey January 2000 - September 2006
Bank of Montreal January 1996 - January 2000
Bank of Montreal May 1994 - January 1996
Citigroup May 1989 - April 1994
Continental Illinois National Bank August 1985 - May 1989
Skills
Capital Markets, Leveraged Finance, High Yield, Syndications, Financial Structuring, Middle Market, Investment Banking, Structured Finance, Fixed Income, Credit Analysis, Corporate Finance, Structured Products, Loan Origination, Bonds, Financial Modeling, Valuation, Private Equity, Private Placements, LBO, Portfolio Management
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1985
MBA
Georgetown University
AB, Economics, Government
SunTrust Robinson Humphrey September 2006 - Present
SunTrust Robinson Humphrey January 2000 - September 2006
Bank of Montreal January 1996 - January 2000
Bank of Montreal May 1994 - January 1996
Citigroup May 1989 - April 1994
Continental Illinois National Bank August 1985 - May 1989
Skills
Capital Markets, Leveraged Finance, High Yield, Syndications, Financial Structuring, Middle Market, Investment Banking, Structured Finance, Fixed Income, Credit Analysis, Corporate Finance, Structured Products, Loan Origination, Bonds, Financial Modeling, Valuation, Private Equity, Private Placements, LBO, Portfolio Management
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1985
MBA
Georgetown University
AB, Economics, Government
Jen Tighe's Citigroup Experience July 2006 - June 2008
Job JDMBA Candidate at Northwestern University
Industry Law Practice
Experience
Northwestern University August 2010 - Present
Microsoft August 2008 - July 2010
Citigroup July 2006 - June 2008
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
Northwestern University School of Law 2010 — 2013
JD
Georgetown University 2002 — 2006
BSBA, Finance/Accounting
Northwestern University August 2010 - Present
Microsoft August 2008 - July 2010
Citigroup July 2006 - June 2008
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
Northwestern University School of Law 2010 — 2013
JD
Georgetown University 2002 — 2006
BSBA, Finance/Accounting
Steven Incontro's Citigroup Experience July 2007 - December 2008
Job Financial Services Executive
Industry Banking
Experience
Financial Technology 2014 - Present
Lehman Brothers Holdings Inc. October 2009 - 2014
Citigroup July 2007 - December 2008
Citigroup September 1999 - July 2007
Citibank, N.A. September 1987 - September 1999
Chase Manhattan Bank August 1985 - August 1987
Skills
Financial Structuring, Credit, Derivatives, Capital Markets, Fundraising, Fixed Income, Structured Finance, Structured Products, Securitization, Bonds, Alternative Investments, Credit Risk, Investments, Financial Risk, Portfolio Management, Investment Banking
Education
Georgetown University - The McDonough School of Business
MBA
University of Illinois at Urbana-Champaign
BA
Financial Technology 2014 - Present
Lehman Brothers Holdings Inc. October 2009 - 2014
Citigroup July 2007 - December 2008
Citigroup September 1999 - July 2007
Citibank, N.A. September 1987 - September 1999
Chase Manhattan Bank August 1985 - August 1987
Skills
Financial Structuring, Credit, Derivatives, Capital Markets, Fundraising, Fixed Income, Structured Finance, Structured Products, Securitization, Bonds, Alternative Investments, Credit Risk, Investments, Financial Risk, Portfolio Management, Investment Banking
Education
Georgetown University - The McDonough School of Business
MBA
University of Illinois at Urbana-Champaign
BA
Katherine McG. Sullivan's Citigroup Experience October 1998 - October 2006
Job Chairman, Viable Solutions, LLC
Industry Financial Services
Experience
Viable Solutions, LLC 2011 - Present
Citigroup October 1998 - October 2006
Travelers Insurance Company 1996 - 1998
Education
Georgetown University Law Center 1985 — 1988
JD, La
Viable Solutions, LLC 2011 - Present
Citigroup October 1998 - October 2006
Travelers Insurance Company 1996 - 1998
Education
Georgetown University Law Center 1985 — 1988
JD, La
Jill Lazzarini's Citigroup Experience July 1994 - June 1999
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bank of America July 1999 - February 2003
Citigroup July 1994 - June 1999
Kidder Peabody & Company (acquired by Paine Webber) May 1992 - July 1994
Coopers & Lybrand (currently known as Pricewaterhouse Coopers) September 1988 - December 1991
Education
Georgetown University 1985 — 1988
BS, Business Administration - Accounting
Bank of America July 1999 - February 2003
Citigroup July 1994 - June 1999
Kidder Peabody & Company (acquired by Paine Webber) May 1992 - July 1994
Coopers & Lybrand (currently known as Pricewaterhouse Coopers) September 1988 - December 1991
Education
Georgetown University 1985 — 1988
BS, Business Administration - Accounting
Bill Vierregger's Citigroup Experience February 1996 - February 2013
Job Vice President at Citigroup
Industry Banking
Experience
Citigroup February 1996 - February 2013
Strategic Management Systems January 1994 - January 1996
Republican National Committee January 1990 - January 1994
Skills
Desktop Support..., Network Infrastructure, Operations Management, Many Software..., Enterprise Risk..., Windows Server, Avaya IP Telephony, Cisco Routers, LAN Switching, Technical Support
Education
George Mason University 1982 — 1985
Bachelor of Science (BS), Market Research
Citigroup February 1996 - February 2013
Strategic Management Systems January 1994 - January 1996
Republican National Committee January 1990 - January 1994
Skills
Desktop Support..., Network Infrastructure, Operations Management, Many Software..., Enterprise Risk..., Windows Server, Avaya IP Telephony, Cisco Routers, LAN Switching, Technical Support
Education
George Mason University 1982 — 1985
Bachelor of Science (BS), Market Research
Walter Grudzinski's Citigroup Experience April 1998 - June 2003
Job Director, Information Security and Business Continuity at Vectren Corporation
Industry Utilities
Experience
Vectren Corporation April 2013 - Present
Vectren Corporation April 2010 - April 2013
American General Finance June 2006 - March 2010
E*TRADE Financial June 2003 - June 2006
Citigroup April 1998 - June 2003
US Coast Guard May 1990 - April 1998
Skills
Business Continuity, Information Security, Security, Risk Management, IT Management, Project Management, Management, Strategic Planning, Information Security..., Disaster Recovery, Network Security
Education
George Mason University 2005 — 2007
MS, Information Systems
US Coast Guard Academy 1986 — 1990
BS, Mathematics and Computer Science
Vectren Corporation April 2013 - Present
Vectren Corporation April 2010 - April 2013
American General Finance June 2006 - March 2010
E*TRADE Financial June 2003 - June 2006
Citigroup April 1998 - June 2003
US Coast Guard May 1990 - April 1998
Skills
Business Continuity, Information Security, Security, Risk Management, IT Management, Project Management, Management, Strategic Planning, Information Security..., Disaster Recovery, Network Security
Education
George Mason University 2005 — 2007
MS, Information Systems
US Coast Guard Academy 1986 — 1990
BS, Mathematics and Computer Science
Chris McGlashan's Citigroup Experience July 2010 - April 2014
Job CEO and Founding Partner Warwick Group
Industry Insurance
Experience
Warwick Company (US) Limited April 2014 - Present
Warwick Re Limited April 2014 - Present
Citigroup July 2010 - April 2014
Stroock & Stroock & Lavan LLP February 2009 - July 2010
Citigroup June 2006 - February 2009
Lehman Brothers 1999 - 2006
Skills
Hedge Funds, Securitization, Private Equity, Insurance, Reinsurance, Securities Regulation, Bonds, Structured Finance, ALM, Mergers, Banking, Finance, Fixed and Variable..., Capital Markets
Education
Georgetown University Law Center 2004 — 2005
LLM, Masters, Securities and International Law
Nottingham Law School
Bachelor of Laws (LL.B.)
Ratcliffe College
Warwick Company (US) Limited April 2014 - Present
Warwick Re Limited April 2014 - Present
Citigroup July 2010 - April 2014
Stroock & Stroock & Lavan LLP February 2009 - July 2010
Citigroup June 2006 - February 2009
Lehman Brothers 1999 - 2006
Skills
Hedge Funds, Securitization, Private Equity, Insurance, Reinsurance, Securities Regulation, Bonds, Structured Finance, ALM, Mergers, Banking, Finance, Fixed and Variable..., Capital Markets
Education
Georgetown University Law Center 2004 — 2005
LLM, Masters, Securities and International Law
Nottingham Law School
Bachelor of Laws (LL.B.)
Ratcliffe College
Wen Jiang's Citigroup Experience January 2007 - December 2009
Job Quant at ICE
Industry Financial Services
Experience
Intercontinental Exchange August 2014 - Present
Credit Suisse January 2010 - August 2014
Citigroup January 2007 - December 2009
Skills
Fixed Income, Quantitative Finance, Credit Derivatives, Derivatives, Trading, Swaps, Financial Risk, Bonds, Valuation, Futures, Currency, Rates, Market Risk, Trading Systems, Interest Rate..., Electronic Trading, Equities
Education
Georgia Institute of Technology 2001 — 2006
PhD, Mathematics
Georgia Institute of Technology 2004 — 2005
M.S., Electrical and Computer Engineering
Intercontinental Exchange August 2014 - Present
Credit Suisse January 2010 - August 2014
Citigroup January 2007 - December 2009
Skills
Fixed Income, Quantitative Finance, Credit Derivatives, Derivatives, Trading, Swaps, Financial Risk, Bonds, Valuation, Futures, Currency, Rates, Market Risk, Trading Systems, Interest Rate..., Electronic Trading, Equities
Education
Georgia Institute of Technology 2001 — 2006
PhD, Mathematics
Georgia Institute of Technology 2004 — 2005
M.S., Electrical and Computer Engineering
Brendan Dolan's Citigroup Experience May 2008 - July 2009
Job Founder & Portfolio Manager at Lewis Bay Capital
Industry Financial Services
Experience
Lewis Bay Capital, LLC July 2009 - Present
Citigroup May 2008 - July 2009
Citigroup January 1998 - May 2008
Skills
Alternative Investments, Asset Management, Capital Markets, Commodity, Credit, Currency, Equities, Global Macro, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Proprietary Trading, Series 7, Trading, Valuation, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
Georgetown University 1989 — 1993
BA, Economics
Lincoln-Sudbury Regional High School
Lewis Bay Capital, LLC July 2009 - Present
Citigroup May 2008 - July 2009
Citigroup January 1998 - May 2008
Skills
Alternative Investments, Asset Management, Capital Markets, Commodity, Credit, Currency, Equities, Global Macro, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Proprietary Trading, Series 7, Trading, Valuation, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
Georgetown University 1989 — 1993
BA, Economics
Lincoln-Sudbury Regional High School
Mathilda Khabbaz's Citigroup Experience March 2005 - August 2010
Job Experienced Commercial Banker
Industry Banking
Experience
Presidio Bank May 2015 - Present
Citi October 2011 - April 2015
Citigroup March 2005 - August 2010
Cedars Bank March 2002 - March 2005
Bank of New York Mellon August 1998 - September 2001
Skills
Banking, Cash Management, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Credit Risk, Due Diligence, FX Options, Finance, Financial Analysis, Financial Modeling, Financial Services, Fundraising, Investments, Loans, Management, Marketing Strategy, Portfolio Management, Trading
Education
Georgetown University
MA, Arab Studies--Focus on International Business and 3rd World Economic Development
University of California, Santa Barbara
B.A., History and Political Science
Presidio Bank May 2015 - Present
Citi October 2011 - April 2015
Citigroup March 2005 - August 2010
Cedars Bank March 2002 - March 2005
Bank of New York Mellon August 1998 - September 2001
Skills
Banking, Cash Management, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Credit Risk, Due Diligence, FX Options, Finance, Financial Analysis, Financial Modeling, Financial Services, Fundraising, Investments, Loans, Management, Marketing Strategy, Portfolio Management, Trading
Education
Georgetown University
MA, Arab Studies--Focus on International Business and 3rd World Economic Development
University of California, Santa Barbara
B.A., History and Political Science
Melissa (Missy) McKenna's Citigroup Experience 2005 - 2008
Job Client Services at Coalition
Industry Financial Services
Experience
Coalition Development 2012 - Present
Piper Jaffray 2011 - 2012
Cantor Fitzgerald 2009 - June 2011
Citigroup 2005 - 2008
Skills
Fixed Income, Capital Markets, Bloomberg, Equities, Series 7, Derivatives, Emerging Markets, Series 63, Bonds, Structured Products, FX Options, Strategy, Analytics, Analysis, Financial Services, Equity Research, Investment Banking, Securities
Education
Georgetown University - The McDonough School of Business 2001 — 2005
BA, Finance & Marketing
Coalition Development 2012 - Present
Piper Jaffray 2011 - 2012
Cantor Fitzgerald 2009 - June 2011
Citigroup 2005 - 2008
Skills
Fixed Income, Capital Markets, Bloomberg, Equities, Series 7, Derivatives, Emerging Markets, Series 63, Bonds, Structured Products, FX Options, Strategy, Analytics, Analysis, Financial Services, Equity Research, Investment Banking, Securities
Education
Georgetown University - The McDonough School of Business 2001 — 2005
BA, Finance & Marketing
Sirak Teodros's Citigroup Experience January 2008 - June 2008
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Morgan Stanley Smith Barney June 2008 - September 2011
Citigroup January 2008 - June 2008
Skills
Wealth Management, Retirement, Series 7, Fixed Annuities, Investment Strategies, Wealth, Series 63, Investments, Financial Advisory
Education
George Mason University - School of Business 2005 — 2008
B.S., Finance
Annandale High School
George Mason University
Fidelity Investments January 2012 - Present
Morgan Stanley Smith Barney June 2008 - September 2011
Citigroup January 2008 - June 2008
Skills
Wealth Management, Retirement, Series 7, Fixed Annuities, Investment Strategies, Wealth, Series 63, Investments, Financial Advisory
Education
George Mason University - School of Business 2005 — 2008
B.S., Finance
Annandale High School
George Mason University
Jeanne Campanelli's Citigroup Experience 2005 - 2009
Job General Counsel
Industry Financial Services
Experience
Promontory Financial Group, LLC 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. 2013 - 2014
Lehman Brothers Holdings Inc. 2009 - 2012
Citigroup 2005 - 2009
Citigroup 2000 - 2005
Shearman and Sterling 1999 - 2000
Shearman and Sterling 1990 - 1998
Fried Frank 1989 - 1990
Morgan Stanley 1983 - 1987
Skills
Capital Markets, Securities, Investment Banking, Equities, Securities Regulation, Derivatives, Private Placements, Corporate Law, Corporate Governance, Corporate Finance, General Corporate..., Fixed Income, Risk Management, IPO
Education
Georgetown University Law Center 1987 — 1990
JD, Law
Georgetown University 1979 — 1983
BSFS, International Economics
Promontory Financial Group, LLC 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. 2013 - 2014
Lehman Brothers Holdings Inc. 2009 - 2012
Citigroup 2005 - 2009
Citigroup 2000 - 2005
Shearman and Sterling 1999 - 2000
Shearman and Sterling 1990 - 1998
Fried Frank 1989 - 1990
Morgan Stanley 1983 - 1987
Skills
Capital Markets, Securities, Investment Banking, Equities, Securities Regulation, Derivatives, Private Placements, Corporate Law, Corporate Governance, Corporate Finance, General Corporate..., Fixed Income, Risk Management, IPO
Education
Georgetown University Law Center 1987 — 1990
JD, Law
Georgetown University 1979 — 1983
BSFS, International Economics
Mark Prybutok's Citigroup Experience 2000 - 2007
Job Managing Director at Alinda Capital Partners LLC
Industry Investment Management
Experience
Alinda Capital Partners LLC May 2007 - Present
Citigroup 2000 - 2007
Education
Georgetown University - The McDonough School of Business 1998 — 2001
MBA
Georgetown University Law Center 1997 — 2001
JD
Penn State University 1993 — 1997
BA
Alinda Capital Partners LLC May 2007 - Present
Citigroup 2000 - 2007
Education
Georgetown University - The McDonough School of Business 1998 — 2001
MBA
Georgetown University Law Center 1997 — 2001
JD
Penn State University 1993 — 1997
BA
Neil Agarwal's Citigroup Experience July 2008 - June 2009
Job Vice President at G.E. Frisco and Managing Partner at Logical Skincare LLC
Industry Consumer Goods
Experience
G.E. Frisco Co., Inc. April 2014 - Present
Logical Skincare LLC October 2011 - Present
Live Nation Entertainment September 2009 - May 2010
Citigroup July 2008 - June 2009
Citigroup July 2006 - June 2008
Constellation Energy May 2005 - August 2005
Skills
Investment Banking, Mergers, Business Strategy, Strategy, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Private Equity, Bloomberg, Equities, Forecasting, Capital Markets, Analytics
Education
UCLA Anderson School of Management 2010 — 2012
MBA
Georgetown University - The McDonough School of Business 2002 — 2006
BSBA, Accounting, Finance
G.E. Frisco Co., Inc. April 2014 - Present
Logical Skincare LLC October 2011 - Present
Live Nation Entertainment September 2009 - May 2010
Citigroup July 2008 - June 2009
Citigroup July 2006 - June 2008
Constellation Energy May 2005 - August 2005
Skills
Investment Banking, Mergers, Business Strategy, Strategy, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Private Equity, Bloomberg, Equities, Forecasting, Capital Markets, Analytics
Education
UCLA Anderson School of Management 2010 — 2012
MBA
Georgetown University - The McDonough School of Business 2002 — 2006
BSBA, Accounting, Finance
Jane Sherburne's Citigroup Experience July 2001 - June 2008
Job Owner, Sherburne PLLC
Industry Law Practice
Experience
Sherburne PLLC July 2014 - Present
BNY Mellon May 2010 - July 2014
Wachovia Corporation July 2008 - January 2009
Citigroup July 2001 - June 2008
WilmerHale January 1988 - June 2001
The White House April 1994 - January 1997
Social Security Administration January 1979 - August 1980
U.S. House of Representatives September 1976 - December 1978
Skills
Civil Litigation, Commercial Litigation, Corporate Law, Public Speaking, Legal Research, Social Media, Corporate Governance, Entrepreneurship, Legal Writing, Arbitration
Education
Georgetown University Law Center 1980 — 1983
Doctor of Law (JD)
University of Minnesota School of Social Work 1974 — 1976
Master of Social Work (MSW)
University of Minnesota-Twin Cities 1969 — 1974
Bachelor of Arts (B.A.), English Language and Literature, General
Sherburne PLLC July 2014 - Present
BNY Mellon May 2010 - July 2014
Wachovia Corporation July 2008 - January 2009
Citigroup July 2001 - June 2008
WilmerHale January 1988 - June 2001
The White House April 1994 - January 1997
Social Security Administration January 1979 - August 1980
U.S. House of Representatives September 1976 - December 1978
Skills
Civil Litigation, Commercial Litigation, Corporate Law, Public Speaking, Legal Research, Social Media, Corporate Governance, Entrepreneurship, Legal Writing, Arbitration
Education
Georgetown University Law Center 1980 — 1983
Doctor of Law (JD)
University of Minnesota School of Social Work 1974 — 1976
Master of Social Work (MSW)
University of Minnesota-Twin Cities 1969 — 1974
Bachelor of Arts (B.A.), English Language and Literature, General
John Schaeffer's Citigroup Experience 1994 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust 2002 - 2009
Bessemer Trust 1999 - 2002
Citigroup 1994 - 1999
Skills
Mutual Funds, Investments, Business Development, Wealth Management, Alternative Investments, Portfolio Management, Investment Banking, Due Diligence, Asset Allocation, Risk Management, Securities, Financial Services
Education
Georgetown University 1980 — 1981
MA, Foreign Service School
The University of New Mexico 1976 — 1979
BA, Latin American Studies/Political Science
Universidad de las Américas, A.C. 1975 — 1976
Northern Trust 2002 - 2009
Bessemer Trust 1999 - 2002
Citigroup 1994 - 1999
Skills
Mutual Funds, Investments, Business Development, Wealth Management, Alternative Investments, Portfolio Management, Investment Banking, Due Diligence, Asset Allocation, Risk Management, Securities, Financial Services
Education
Georgetown University 1980 — 1981
MA, Foreign Service School
The University of New Mexico 1976 — 1979
BA, Latin American Studies/Political Science
Universidad de las Américas, A.C. 1975 — 1976
Shayan Masoudpour's Citigroup Experience November 2010 - June 2012
Job Senior Associate at Waud Capital Partners
Industry Venture Capital & Private Equity
Experience
Waud Capital Partners July 2012 - Present
Citigroup November 2010 - June 2012
Wells Fargo Securities June 2010 - November 2010
Lemma Senbet Fund May 2009 - June 2010
JP Morgan Chase June 2009 - August 2009
Sporting News August 2007 - July 2009
FDIC May 2008 - August 2008
Econometrica, Inc. July 2007 - May 2008
Universidad de Cantabria May 2007 - July 2007
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Asset Management, Private Equity, Mergers & Acquisitions, Financial Analysis, Capital Markets, Equities, Equity Research, Due Diligence, Bloomberg, Strategy
Education
University of Maryland College Park 2006 — 2010
B.S, B.A., Finance, Economics
Georgetown University - The McDonough School of Business 2005 — 2005
Business, Economics
Waud Capital Partners July 2012 - Present
Citigroup November 2010 - June 2012
Wells Fargo Securities June 2010 - November 2010
Lemma Senbet Fund May 2009 - June 2010
JP Morgan Chase June 2009 - August 2009
Sporting News August 2007 - July 2009
FDIC May 2008 - August 2008
Econometrica, Inc. July 2007 - May 2008
Universidad de Cantabria May 2007 - July 2007
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Asset Management, Private Equity, Mergers & Acquisitions, Financial Analysis, Capital Markets, Equities, Equity Research, Due Diligence, Bloomberg, Strategy
Education
University of Maryland College Park 2006 — 2010
B.S, B.A., Finance, Economics
Georgetown University - The McDonough School of Business 2005 — 2005
Business, Economics
Fred Chapey's Citigroup Experience April 1998 - August 2007
Job CoFounder and Managing Principal at StormHarbour Partners LP
Industry Financial Services
Experience
StormHarbour Partners LP January 2009 - Present
Citigroup April 1998 - August 2007
Chase Manhattan August 1980 - January 1998
Skills
Capital Markets, Asset Management, Trading, Structured Products, Derivatives, Alternative Investments, Emerging Markets, Risk Management, Hedge Funds, Financial Advisory, Structured Finance, Fixed Income, Asset Managment, Investment Banking
Education
Georgetown University 1976 — 1980
BSBA, Finance
StormHarbour Partners LP January 2009 - Present
Citigroup April 1998 - August 2007
Chase Manhattan August 1980 - January 1998
Skills
Capital Markets, Asset Management, Trading, Structured Products, Derivatives, Alternative Investments, Emerging Markets, Risk Management, Hedge Funds, Financial Advisory, Structured Finance, Fixed Income, Asset Managment, Investment Banking
Education
Georgetown University 1976 — 1980
BSBA, Finance
Rob Dubas's Citigroup Experience February 2011 - August 2013
Job Fixed Income Sales at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2013 - Present
Citigroup February 2011 - August 2013
MKP Capital September 2009 - January 2011
MKP Capital July 2008 - August 2008
Deloitte & Touche July 2007 - August 2007
Education
Georgetown University 2004 — 2008
B.S., Finance
Credit Suisse September 2013 - Present
Citigroup February 2011 - August 2013
MKP Capital September 2009 - January 2011
MKP Capital July 2008 - August 2008
Deloitte & Touche July 2007 - August 2007
Education
Georgetown University 2004 — 2008
B.S., Finance
Alex Cecil's Citigroup Experience August 2010 - June 2012
Job DJ / Music Producer
Industry Music
Experience
DJ Alex Cecil October 2012 - Present
Citigroup August 2010 - June 2012
Citigroup July 2007 - July 2010
Marlin Capital Corp. June 2006 - August 2006
Skills
Analysis, Banking, Budgets, Music, Product Management, Project Planning, Trading, Valuation
Education
Georgetown University - The McDonough School of Business 2003 — 2007
B.S., Finance
DJ Alex Cecil October 2012 - Present
Citigroup August 2010 - June 2012
Citigroup July 2007 - July 2010
Marlin Capital Corp. June 2006 - August 2006
Skills
Analysis, Banking, Budgets, Music, Product Management, Project Planning, Trading, Valuation
Education
Georgetown University - The McDonough School of Business 2003 — 2007
B.S., Finance
Andrew Donnantuono's Citigroup Experience June 2009 - August 2009
Job MBA Candidate at University of Virginia Darden School of Business
Industry Higher Education
Experience
KBW January 2015 - June 2015
KBW November 2012 - December 2014
Portfolio Advisors January 2012 - October 2012
Portfolio Advisors August 2010 - December 2011
Citigroup June 2009 - August 2009
Skills
Equity Research, Financial Analysis, Portfolio Assessment, Private Equity, Due Diligence, Statistics
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2007 — 2010
A.B., Economics
Middlebury College 2006 — 2007
Economics
KBW January 2015 - June 2015
KBW November 2012 - December 2014
Portfolio Advisors January 2012 - October 2012
Portfolio Advisors August 2010 - December 2011
Citigroup June 2009 - August 2009
Skills
Equity Research, Financial Analysis, Portfolio Assessment, Private Equity, Due Diligence, Statistics
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2007 — 2010
A.B., Economics
Middlebury College 2006 — 2007
Economics
Marcia Elyseu's Citigroup Experience September 2015 - Present
Job Senior Vice President, Operational Risk Management at Citigroup
Industry Investment Banking
Experience
Citigroup September 2015 - Present
Citigroup September 2013 - February 2015
Barclays Capital April 2010 - June 2013
Barclays Capital July 2009 - April 2010
Citigroup June 2005 - June 2007
Citigroup August 2003 - May 2005
Skills
Credit Analysis, Healthcare Industry, Leveraged Finance, Financial Sponsors, Financial Statement..., LBO, Risk Models, SAS, Mathematica, C++, Capital Markets, Financial Modeling, Investments, Investment Banking, Equities, Derivatives, Fixed Income, Valuation, Risk Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
Georgetown University 2001 — 2003
BA, Economics, Computer Science
Citigroup September 2015 - Present
Citigroup September 2013 - February 2015
Barclays Capital April 2010 - June 2013
Barclays Capital July 2009 - April 2010
Citigroup June 2005 - June 2007
Citigroup August 2003 - May 2005
Skills
Credit Analysis, Healthcare Industry, Leveraged Finance, Financial Sponsors, Financial Statement..., LBO, Risk Models, SAS, Mathematica, C++, Capital Markets, Financial Modeling, Investments, Investment Banking, Equities, Derivatives, Fixed Income, Valuation, Risk Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
Georgetown University 2001 — 2003
BA, Economics, Computer Science
Leslie Powell's Citigroup Experience August 2002 - May 2012
Job Trustee at Foundation for Gender Specific Medicine
Industry Financial Services
Experience
Foundation for Gender Specific Medicine June 2012 - Present
Citigroup August 2002 - May 2012
JPMorgan May 1985 - July 2002
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Alternative Investments, Structured Products, Marketing Strategy, Business Strategy, Business Development
Education
Georgetown University
MS, Linguistics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Economics
University of Puget Sound
BA, English & French
Foundation for Gender Specific Medicine June 2012 - Present
Citigroup August 2002 - May 2012
JPMorgan May 1985 - July 2002
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Alternative Investments, Structured Products, Marketing Strategy, Business Strategy, Business Development
Education
Georgetown University
MS, Linguistics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Economics
University of Puget Sound
BA, English & French
Foluke Adejokun's Citigroup Experience 1999 - Present
Job Z/OS DB2 SYSTEMS PROGRAMMER at Citigroup
Industry Financial Services
Experience
Citigroup 1999 - Present
BMC Software March 1991 - September 1999
ibm 1981 - 1985
Education
Georgia Institute of Technology 1979 — 1980
MS, Information and Computer Science
Citigroup 1999 - Present
BMC Software March 1991 - September 1999
ibm 1981 - 1985
Education
Georgia Institute of Technology 1979 — 1980
MS, Information and Computer Science
Alicia Parodi's Citigroup Experience September 2012 - Present
Job Associate at Citigroup
Industry Financial Services
Experience
Citigroup September 2012 - Present
Citigroup May 2011 - August 2011
Citigroup November 2009 - July 2010
Skills
Financial Modeling, Valuation, Leveraged Finance, Corporate Finance, Financial Analysis, Credit Analysis, Capital Structure, Financial Services, PowerPoint, Microsoft Excel, FactSet, Banking
Education
Georgetown University 2010 — 2012
Bachelor of Science (B.S.), Finance, International Business
Universidad del Pacífico 2007 — 2010
Business/Commerce, General
The London School of Economics and Political Science (LSE) 2009 — 2009
International Business Strategy
Citigroup September 2012 - Present
Citigroup May 2011 - August 2011
Citigroup November 2009 - July 2010
Skills
Financial Modeling, Valuation, Leveraged Finance, Corporate Finance, Financial Analysis, Credit Analysis, Capital Structure, Financial Services, PowerPoint, Microsoft Excel, FactSet, Banking
Education
Georgetown University 2010 — 2012
Bachelor of Science (B.S.), Finance, International Business
Universidad del Pacífico 2007 — 2010
Business/Commerce, General
The London School of Economics and Political Science (LSE) 2009 — 2009
International Business Strategy
Erik Luchs's Citigroup Experience August 2009 - Present
Job Associate General Counsel at Citigroup
Industry Financial Services
Experience
Citigroup August 2009 - Present
Citigroup April 2004 - August 2009
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2001 - April 2004
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 1994 - September 2001
Coastal Technology, Inc. January 1990 - August 1991
International Data Group (IDG) October 1988 - January 1990
Skills
Mergers & Acquisitions, Cross-border..., Project Finance, Outsourcing, Management, Driving Efficiency, Corporate Finance, Corporate Governance, Corporate Law, Project Management, Private Equity, Intellectual Property, Regulatory Policy, Venture Capital, Restructuring, International Law, Banking, Risk Management, Finance
Education
Georgetown University Law Center 1991 — 1994
J.D., Law
Wesleyan University 1983 — 1987
Bachelor of Arts, College of Social Studies
Citigroup August 2009 - Present
Citigroup April 2004 - August 2009
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2001 - April 2004
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 1994 - September 2001
Coastal Technology, Inc. January 1990 - August 1991
International Data Group (IDG) October 1988 - January 1990
Skills
Mergers & Acquisitions, Cross-border..., Project Finance, Outsourcing, Management, Driving Efficiency, Corporate Finance, Corporate Governance, Corporate Law, Project Management, Private Equity, Intellectual Property, Regulatory Policy, Venture Capital, Restructuring, International Law, Banking, Risk Management, Finance
Education
Georgetown University Law Center 1991 — 1994
J.D., Law
Wesleyan University 1983 — 1987
Bachelor of Arts, College of Social Studies
Greg Bowie's Citigroup Experience 2003 - 2004
Job Director at The Gladstone Companies
Industry Venture Capital & Private Equity
Experience
The Gladstone Companies October 2004 - Present
Citigroup Global Markets August 2003 - September 2004
Citigroup 2003 - 2004
US Navy May 1992 - September 2001
Education
Georgetown University 2001 — 2003
Master of Business Administration (MBA)
The George Washington University 1988 — 1992
Bachelor of Science (BS), International Relations and Affairs
The Gladstone Companies October 2004 - Present
Citigroup Global Markets August 2003 - September 2004
Citigroup 2003 - 2004
US Navy May 1992 - September 2001
Education
Georgetown University 2001 — 2003
Master of Business Administration (MBA)
The George Washington University 1988 — 1992
Bachelor of Science (BS), International Relations and Affairs
Randall Norris's Citigroup Experience January 2000 - January 2004
Job Vice President and CFO at Southeastern Management Cooperative, Inc.
Industry Management Consulting
Experience
Southeastern Management Cooperative, Inc. January 2008 - Present
Smith, Brown & Groover, Inc. May 2006 - Present
AIG January 2004 - May 2006
Citigroup January 2000 - January 2004
Skills
Financial Analysis, Strategic Financial..., Financial Services, Management, Tax, Investment Advisory, Alternative Investments, Management Consulting, Investment Strategies, Investment Management, Stock Trading, Mutual Funds, ETFs, Financial Planners, Asset Management, Financial Modeling, Retirement Planning, Investments, Strategy, Securities, Corporate Finance, Estate Planning, Budgets, Leadership, Asset Allocation
Education
Georgia College and State University 1991 — 1993
Bachelor of Science (B.S.), Business/Managerial Economics
Macon State College 1989 — 1991
Associate of Science (A.S.), Business Administration, Management and Operations
Southeastern Management Cooperative, Inc. January 2008 - Present
Smith, Brown & Groover, Inc. May 2006 - Present
AIG January 2004 - May 2006
Citigroup January 2000 - January 2004
Skills
Financial Analysis, Strategic Financial..., Financial Services, Management, Tax, Investment Advisory, Alternative Investments, Management Consulting, Investment Strategies, Investment Management, Stock Trading, Mutual Funds, ETFs, Financial Planners, Asset Management, Financial Modeling, Retirement Planning, Investments, Strategy, Securities, Corporate Finance, Estate Planning, Budgets, Leadership, Asset Allocation
Education
Georgia College and State University 1991 — 1993
Bachelor of Science (B.S.), Business/Managerial Economics
Macon State College 1989 — 1991
Associate of Science (A.S.), Business Administration, Management and Operations
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
JP Morgan Chase
UBS
JPMorgan Chase & Co.