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
Chris Finlayson Chris Finlayson's Citigroup Experience July 2007 - February 2009
Job Account Manager at AppNexus
Industry Information Technology and Services
Experience
AppNexus October 2014 - Present
Contastic July 2013 - August 2013
AfterSteps June 2013 - July 2013
HP March 2009 - June 2012
Citigroup July 2007 - February 2009
Skills
Financial Modeling, Financial Analysis, Analytics, Corporate Finance, Mergers, New Business Development, Business Strategy, Strategy, Mergers & Acquisitions, Competitive Analysis, Product Development, Start-ups, CRM, Finance, Marketing
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA), Graduated with Distinction
Occidental College 2003 — 2007
2007, Chemistry, 3.91
AppNexus October 2014 - Present
Contastic July 2013 - August 2013
AfterSteps June 2013 - July 2013
HP March 2009 - June 2012
Citigroup July 2007 - February 2009
Skills
Financial Modeling, Financial Analysis, Analytics, Corporate Finance, Mergers, New Business Development, Business Strategy, Strategy, Mergers & Acquisitions, Competitive Analysis, Product Development, Start-ups, CRM, Finance, Marketing
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA), Graduated with Distinction
Occidental College 2003 — 2007
2007, Chemistry, 3.91
Ray Ying Ray Ying's Citigroup Experience January 2009 - June 2009
Job Director, Private Banking at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2009 - Present
Citigroup January 2009 - June 2009
Citigroup September 2006 - January 2009
Merrill Lynch Global Private Client 2003 - 2006
Caesars Entertainment 2002 - 2003
Shockmarket Corporation 2000 - 2001
McKinsey & Company 1996 - 2000
Skills
Strategy, Financial Modeling, Corporate Development, Due Diligence, Private Banking, Capital Markets
Education
Harvard Law School 1993 — 1996
JD
Harvard University, John F. Kennedy School of Government 1992 — 1996
MPP
Princeton University 1988 — 1992
AB, Woodrow Wilson School, East Asian Studies
Grand Island High School 1984 — 1988
Credit Suisse June 2009 - Present
Citigroup January 2009 - June 2009
Citigroup September 2006 - January 2009
Merrill Lynch Global Private Client 2003 - 2006
Caesars Entertainment 2002 - 2003
Shockmarket Corporation 2000 - 2001
McKinsey & Company 1996 - 2000
Skills
Strategy, Financial Modeling, Corporate Development, Due Diligence, Private Banking, Capital Markets
Education
Harvard Law School 1993 — 1996
JD
Harvard University, John F. Kennedy School of Government 1992 — 1996
MPP
Princeton University 1988 — 1992
AB, Woodrow Wilson School, East Asian Studies
Grand Island High School 1984 — 1988
John Zuck John Zuck's Citigroup Experience April 2001 - November 2003
Job IT Project & Resource Management
Industry Information Technology and Services
Experience
Analysts International Corporation (AIC) April 2014 - Present
G&K Services June 2008 - February 2014
G&K Services June 2008 - February 2014
AppleOne November 2006 - June 2008
Best Buy 2003 - 2006
Citigroup April 2001 - November 2003
Skills
B2B, Business Development, Lotus Notes, Management, Database Administration, Customer Support, Training, System Administration, Recruiting, Team Management, Operating Systems, Databases, Program Management, Troubleshooting, Sales, Customer Service, Analysis, Vendor Management, Disaster Recovery, Team Leadership, Business Analysis, Process Improvement, Security, Microsoft Office, Leadership, iOS, Cold Calling, Cisco VoIP, SQL, Active Directory, Executive Support, Visio, Sales Operations, SharePoint, Networking, Inventory Management, Hardware, Software Documentation, Windows XP, IT Management, Laptops, Help Desk Support, Windows 7, Technical Support, Information Technology, Call Centers, VPN, Network Administration, IT Operations, Servers
Education
Hamilton College 1999 — 2003
MIS, Computer Science
Analysts International Corporation (AIC) April 2014 - Present
G&K Services June 2008 - February 2014
G&K Services June 2008 - February 2014
AppleOne November 2006 - June 2008
Best Buy 2003 - 2006
Citigroup April 2001 - November 2003
Skills
B2B, Business Development, Lotus Notes, Management, Database Administration, Customer Support, Training, System Administration, Recruiting, Team Management, Operating Systems, Databases, Program Management, Troubleshooting, Sales, Customer Service, Analysis, Vendor Management, Disaster Recovery, Team Leadership, Business Analysis, Process Improvement, Security, Microsoft Office, Leadership, iOS, Cold Calling, Cisco VoIP, SQL, Active Directory, Executive Support, Visio, Sales Operations, SharePoint, Networking, Inventory Management, Hardware, Software Documentation, Windows XP, IT Management, Laptops, Help Desk Support, Windows 7, Technical Support, Information Technology, Call Centers, VPN, Network Administration, IT Operations, Servers
Education
Hamilton College 1999 — 2003
MIS, Computer Science
Lee Munch Lee Munch's Citigroup Experience 1993 - 2005
Job Founder and Principal of Monarch13
Industry Professional Training & Coaching
Experience
Monarch-13 June 2013 - Present
ActionCOACH LI 2006 - 2013
ActionCOACH LI Business Coaching 2006 - 2013
Creade- Lee Hecht Harrison 2005 - 2006
Citibank 1993 - 2005
CitiGroup 1993 - 2005
CrossMar, inc - Citigroup 1993 - 2002
ABN AMRO Bank N.V. 1985 - 1993
ABN AMRO Bank N.V. 1985 - 1993
Skills
Leadership Development, Executive Coaching, Team Building, Small Business, Coaching, Marketing, Management Consulting, Entrepreneurship, Business Planning, Organizational..., Start-ups, Change Management, Business Strategy, Strategic Planning, Business Coaching, Public Speaking, Sales, Marketing Strategy, Sales Management, Leadership, Negotiation, Personal Development, Social Networking, Executive Management, Strategy, Solution Selling, New Business Development, Online Marketing, Consulting, Training, Budgets, Mergers & Acquisitions, Public Relations, Management, Motivational Speaking, Time Management, Recruiting, Business Development, Nonprofits, Emotional Intelligence, Executive Development, Team Leadership, Analysis, Marketing Communications, Workshop Facilitation, Strategic Partnerships, Sales Process, Lead Generation, Program Management, Selling
Education
Hartwick College 1978 — 1982
BA, International Mgmt
The Stony Brook School 1975 — 1978
Monarch-13 June 2013 - Present
ActionCOACH LI 2006 - 2013
ActionCOACH LI Business Coaching 2006 - 2013
Creade- Lee Hecht Harrison 2005 - 2006
Citibank 1993 - 2005
CitiGroup 1993 - 2005
CrossMar, inc - Citigroup 1993 - 2002
ABN AMRO Bank N.V. 1985 - 1993
ABN AMRO Bank N.V. 1985 - 1993
Skills
Leadership Development, Executive Coaching, Team Building, Small Business, Coaching, Marketing, Management Consulting, Entrepreneurship, Business Planning, Organizational..., Start-ups, Change Management, Business Strategy, Strategic Planning, Business Coaching, Public Speaking, Sales, Marketing Strategy, Sales Management, Leadership, Negotiation, Personal Development, Social Networking, Executive Management, Strategy, Solution Selling, New Business Development, Online Marketing, Consulting, Training, Budgets, Mergers & Acquisitions, Public Relations, Management, Motivational Speaking, Time Management, Recruiting, Business Development, Nonprofits, Emotional Intelligence, Executive Development, Team Leadership, Analysis, Marketing Communications, Workshop Facilitation, Strategic Partnerships, Sales Process, Lead Generation, Program Management, Selling
Education
Hartwick College 1978 — 1982
BA, International Mgmt
The Stony Brook School 1975 — 1978
Craig Dunham Craig Dunham's Citigroup Experience July 2002 - July 2003
Job Vice President, Sales Engineering at Seismic Software
Industry Financial Services
Experience
Seismic Software July 2015 - Present
Seismic Software January 2014 - Present
S&P Capital IQ June 2012 - January 2014
S&P Capital IQ March 2011 - June 2012
S&P Capital IQ April 2004 - July 2011
Lehman Brothers July 2003 - March 2004
Citigroup July 2002 - July 2003
Skills
Financial Modeling, Investment Banking, Capital IQ, Valuation, Corporate Finance, DCF, Sell Side, Due Diligence, Financial Markets, Investments, Hedge Funds, Asset Management, Mergers & Acquisitions, Emerging Markets, Equities, Capital Markets, Financial Services, Equity Research, Mutual Funds, Fixed Income, Private Equity, LBO, Finance, Investment Management, Trading, Bloomberg, Derivatives, Equity Valuation
Education
Hampton University 1998 — 2002
BS, Finance, General
Seismic Software July 2015 - Present
Seismic Software January 2014 - Present
S&P Capital IQ June 2012 - January 2014
S&P Capital IQ March 2011 - June 2012
S&P Capital IQ April 2004 - July 2011
Lehman Brothers July 2003 - March 2004
Citigroup July 2002 - July 2003
Skills
Financial Modeling, Investment Banking, Capital IQ, Valuation, Corporate Finance, DCF, Sell Side, Due Diligence, Financial Markets, Investments, Hedge Funds, Asset Management, Mergers & Acquisitions, Emerging Markets, Equities, Capital Markets, Financial Services, Equity Research, Mutual Funds, Fixed Income, Private Equity, LBO, Finance, Investment Management, Trading, Bloomberg, Derivatives, Equity Valuation
Education
Hampton University 1998 — 2002
BS, Finance, General
Gurpal (Paul) Singh's Citigroup Experience 2005 - 2007
Job Director of Strategic Operations at NorthStar Anesthesia
Industry Hospital & Health Care
Experience
NorthStar Anesthesia, P.A. June 2015 - Present
Harvard Business School Healthcare Alumni Association September 2015 - Present
Emanation Partners 2013 - June 2015
H.I.G. Capital 2011 - 2013
Stelliam Investment Management 2010 - 2010
Code Hennessy & Simmons LLC 2007 - 2009
Citigroup 2005 - 2007
Skills
Private Equity, Due Diligence, Mergers, Investments, Research, Financial Analysis, Business Analysis, Investment Banking, Strategy, Restructuring, Mergers & Acquisitions, Leveraged Finance, LBO, Financial Modeling, Venture Capital
Education
Harvard Business School 2009 — 2011
MBA
University of Michigan 2002 — 2005
BA with High Distinction, Economics
NorthStar Anesthesia, P.A. June 2015 - Present
Harvard Business School Healthcare Alumni Association September 2015 - Present
Emanation Partners 2013 - June 2015
H.I.G. Capital 2011 - 2013
Stelliam Investment Management 2010 - 2010
Code Hennessy & Simmons LLC 2007 - 2009
Citigroup 2005 - 2007
Skills
Private Equity, Due Diligence, Mergers, Investments, Research, Financial Analysis, Business Analysis, Investment Banking, Strategy, Restructuring, Mergers & Acquisitions, Leveraged Finance, LBO, Financial Modeling, Venture Capital
Education
Harvard Business School 2009 — 2011
MBA
University of Michigan 2002 — 2005
BA with High Distinction, Economics
Trina Spear Trina Spear's Citigroup Experience July 2005 - June 2007
Job CoFounder at FIGS
Industry Apparel & Fashion
Experience
FIGS January 2013 - Present
The Blackstone Group July 2011 - January 2013
ZelnickMedia/ZM Capital May 2010 - July 2010
Citi Private Equity July 2007 - June 2009
Citigroup July 2005 - June 2007
Skills
Investment Banking, Hedge Funds, Private Equity, Valuation, Financial Modeling, Equities, Corporate Finance, Capital Markets, LBO, Due Diligence, Strategy, Alternative Investments, Mergers & Acquisitions, Emerging Markets, Corporate Development, Entrepreneurship, Restructuring, Venture Capital, M&A experience, Leveraged Finance, Investments, Asset Management, Startup Development
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
Tufts University 2001 — 2005
Bachelor of Arts (B.A.), Economics
FIGS January 2013 - Present
The Blackstone Group July 2011 - January 2013
ZelnickMedia/ZM Capital May 2010 - July 2010
Citi Private Equity July 2007 - June 2009
Citigroup July 2005 - June 2007
Skills
Investment Banking, Hedge Funds, Private Equity, Valuation, Financial Modeling, Equities, Corporate Finance, Capital Markets, LBO, Due Diligence, Strategy, Alternative Investments, Mergers & Acquisitions, Emerging Markets, Corporate Development, Entrepreneurship, Restructuring, Venture Capital, M&A experience, Leveraged Finance, Investments, Asset Management, Startup Development
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
Tufts University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Nat Sutton's Citigroup Experience 1986 - 2000
Job vice chairman at Heidrick & Struggles
Industry Staffing and Recruiting
Experience
Heidrick & Struggles February 2000 - Present
Citigroup 1986 - 2000
Citibank 1968 - 2000
Skills
Corporate Communications, Strategy, Management, Executive Search, Executive Management, Management Consulting, Talent Management, Strategic Planning, Leadership, Mergers & Acquisitions, Business Development, Organizational..., Leadership Development, Talent Acquisition, Business Strategy, Executive Coaching, Start-ups, Program Management, Change Management, Private Equity, Mergers, Employee Engagement, Vendor Management
Education
Harvard Business School
management
centre d'Etudes industrielles
diploma, international public affairs
Heidrick & Struggles February 2000 - Present
Citigroup 1986 - 2000
Citibank 1968 - 2000
Skills
Corporate Communications, Strategy, Management, Executive Search, Executive Management, Management Consulting, Talent Management, Strategic Planning, Leadership, Mergers & Acquisitions, Business Development, Organizational..., Leadership Development, Talent Acquisition, Business Strategy, Executive Coaching, Start-ups, Program Management, Change Management, Private Equity, Mergers, Employee Engagement, Vendor Management
Education
Harvard Business School
management
centre d'Etudes industrielles
diploma, international public affairs
Lance Lonergan Lance Lonergan's Citigroup Experience June 1992 - 2007
Job Managing Partner and CEO, Weeden & Co LP
Industry Financial Services
Experience
Weeden & Co. April 2007 - Present
Citigroup June 1992 - 2007
Education
Harvard Business School 2009 — 2009
High Potentials Leadership Program
Penn State University 1989 — 1991
Master of Business Administration (MBA), Financial Markets
Penn State University 1985 — 1989
Bachelor of Science (B.S.), Finance
Staples High School 1982 — 1985
Weeden & Co. April 2007 - Present
Citigroup June 1992 - 2007
Education
Harvard Business School 2009 — 2009
High Potentials Leadership Program
Penn State University 1989 — 1991
Master of Business Administration (MBA), Financial Markets
Penn State University 1985 — 1989
Bachelor of Science (B.S.), Finance
Staples High School 1982 — 1985
Brian Stoker's Citigroup Experience March 2005 - August 2008
Job Managing Director at StormHarbour Securities
Industry Financial Services
Experience
StormHarbour Securities November 2012 - Present
HBS Angel Investing Club 2012 - Present
Malloy College 2012 - 2012
Carlson Capital September 2008 - March 2011
Citigroup March 2005 - August 2008
Merrill Lynch August 1998 - March 2005
Peoples Telephone Company 1990 - 1996
KPMG 1993 - 1993
IBM 1992 - 1992
Skills
Structured Finance, Fixed Income, Derivatives, CDO, Credit, Trading, Finance, Securitization, Hedge Funds, Financial Modeling, Investment Banking, Financial Analysis, Alternative Investments, Structured Products, Securities, Private Equity, Credit Derivatives, CLO, Credit Analysis, Asset Management, Corporate Finance, Credit Risk, Options, Equity Research, CDS, LBO, Venture Capital, High Yield, Equity Derivatives, Leveraged Finance
Education
Harvard Business School 1997 — 1998
MBA, Business
University of Virginia 1989 — 1993
BS, Commerce: Finance and Management Information Systems
StormHarbour Securities November 2012 - Present
HBS Angel Investing Club 2012 - Present
Malloy College 2012 - 2012
Carlson Capital September 2008 - March 2011
Citigroup March 2005 - August 2008
Merrill Lynch August 1998 - March 2005
Peoples Telephone Company 1990 - 1996
KPMG 1993 - 1993
IBM 1992 - 1992
Skills
Structured Finance, Fixed Income, Derivatives, CDO, Credit, Trading, Finance, Securitization, Hedge Funds, Financial Modeling, Investment Banking, Financial Analysis, Alternative Investments, Structured Products, Securities, Private Equity, Credit Derivatives, CLO, Credit Analysis, Asset Management, Corporate Finance, Credit Risk, Options, Equity Research, CDS, LBO, Venture Capital, High Yield, Equity Derivatives, Leveraged Finance
Education
Harvard Business School 1997 — 1998
MBA, Business
University of Virginia 1989 — 1993
BS, Commerce: Finance and Management Information Systems
Kimberly Wright Backus, CFA's Citigroup Experience 1996 - 2000
Job Research Affiliates, LLC
Industry Investment Management
Experience
Research Affiliates 2013 - Present
San Francisco Bay Area 2008 - 2013
Cypress Management LP 2005 - 2008
Ivy Asset Management 2004 - 2005
Dragon Global Investors 2003 - 2004
Hewlett-Packard Co. 2000 - 2002
Citigroup 1996 - 2000
Skills
Equities, Fixed Income, Alternative Investments, Investments, Portfolio Management, Valuation, Hedge Funds, Venture Capital, Investment Banking, Derivatives, Bonds, Structured Finance, Hedging, Mergers & Acquisitions, Investment Management, Mutual Funds, Equity Research, Capital Markets, Fund Of Funds, Private Equity, Options, Investment Strategies, Emerging Markets, Client Development, Corporate Development, Distressed Debt, Latin America, Credit Analysis, Capital Structure, Investment Advisory, Strategic Alliances, Asset Allocation, Manager Selection, Global Investment..., Product Development, Smart Beta
Education
Harvard Business School
Northwestern University - Kellogg School of Management
New York University - Leonard N. Stern School of Business
Stanford University
Harvard Business School
Master of Business Administration (MBA), Finance Concentration
Rhodes College
Bachelor of Arts (BA), Economics, Minor in Spanish
Rhodes College
Bachelor of Arts (BA), Accounting and Business/Management
Universidad Complutense de Madrid
Economics, Art, Literature
Research Affiliates 2013 - Present
San Francisco Bay Area 2008 - 2013
Cypress Management LP 2005 - 2008
Ivy Asset Management 2004 - 2005
Dragon Global Investors 2003 - 2004
Hewlett-Packard Co. 2000 - 2002
Citigroup 1996 - 2000
Skills
Equities, Fixed Income, Alternative Investments, Investments, Portfolio Management, Valuation, Hedge Funds, Venture Capital, Investment Banking, Derivatives, Bonds, Structured Finance, Hedging, Mergers & Acquisitions, Investment Management, Mutual Funds, Equity Research, Capital Markets, Fund Of Funds, Private Equity, Options, Investment Strategies, Emerging Markets, Client Development, Corporate Development, Distressed Debt, Latin America, Credit Analysis, Capital Structure, Investment Advisory, Strategic Alliances, Asset Allocation, Manager Selection, Global Investment..., Product Development, Smart Beta
Education
Harvard Business School
Northwestern University - Kellogg School of Management
New York University - Leonard N. Stern School of Business
Stanford University
Harvard Business School
Master of Business Administration (MBA), Finance Concentration
Rhodes College
Bachelor of Arts (BA), Economics, Minor in Spanish
Rhodes College
Bachelor of Arts (BA), Accounting and Business/Management
Universidad Complutense de Madrid
Economics, Art, Literature
Rachel Weiss Rachel Weiss's Citigroup Experience November 2005 - August 2007
Job
Industry Consumer Goods
Experience
L'Oréal July 2013 - Present
L'Oreal January 2011 - Present
L'Oreal USA August 2007 - December 2010
Citigroup November 2005 - August 2007
Wiley Publishing July 2002 - October 2005
Ziff Davis Media April 2001 - August 2001
Novix Media January 2000 - November 2000
Sony Pictures Entertainment April 1998 - January 2000
Broadway Video April 1996 - April 1998
Miramax Films May 1995 - April 1996
Skills
Creative Strategy, Content Creation, Digital Strategy, New Business Development, Executive Level..., Mobile Marketing, Mobile Solutions, Online Gaming, Gaming Industry, Online Acquisition, Online Product..., Website Management, Online Video, Corporate Blogging, Video Blogging, Social Media, Social Networking, Corporate Social..., Social Marketing, Social Entrepreneurship, Social Networking Sites, Creative Direction, Media Planning, Digital Innovation, Marketing Strategy, Emerging Trends, Digital Media, Customer Acquisition, Risk Management, Decision Management, Credit Cards, Venture Capital, Content Licensing, Brand Licensing, Personal Branding, Brand Communication, Broadcast Television, Film, Youth Marketing, YouTube, Educational Technology, New Venture Creation, Acquisition Integration, Facebook, Brand Management, Emerging Technologies, Content Strategy, Product Development, Integrated Marketing, Web Video
Education
New York University 1993 — 1995
MA, Cinema Studies
Hamilton College 1989 — 1993
BA, Comparative Literature, Creative Writing
YSH
L'Oréal July 2013 - Present
L'Oreal January 2011 - Present
L'Oreal USA August 2007 - December 2010
Citigroup November 2005 - August 2007
Wiley Publishing July 2002 - October 2005
Ziff Davis Media April 2001 - August 2001
Novix Media January 2000 - November 2000
Sony Pictures Entertainment April 1998 - January 2000
Broadway Video April 1996 - April 1998
Miramax Films May 1995 - April 1996
Skills
Creative Strategy, Content Creation, Digital Strategy, New Business Development, Executive Level..., Mobile Marketing, Mobile Solutions, Online Gaming, Gaming Industry, Online Acquisition, Online Product..., Website Management, Online Video, Corporate Blogging, Video Blogging, Social Media, Social Networking, Corporate Social..., Social Marketing, Social Entrepreneurship, Social Networking Sites, Creative Direction, Media Planning, Digital Innovation, Marketing Strategy, Emerging Trends, Digital Media, Customer Acquisition, Risk Management, Decision Management, Credit Cards, Venture Capital, Content Licensing, Brand Licensing, Personal Branding, Brand Communication, Broadcast Television, Film, Youth Marketing, YouTube, Educational Technology, New Venture Creation, Acquisition Integration, Facebook, Brand Management, Emerging Technologies, Content Strategy, Product Development, Integrated Marketing, Web Video
Education
New York University 1993 — 1995
MA, Cinema Studies
Hamilton College 1989 — 1993
BA, Comparative Literature, Creative Writing
YSH
MELISSA A. PEREZ, M.B.A. MELISSA A. PEREZ, M.B.A.'s Citigroup Experience June 2009 - August 2009
Job Accountant
Industry Accounting
Experience
Semanchin & Wetter, LLP November 2013 - April 2014
Enterprise Charter School July 2013 - March 2014
Lougen Valenti Bookbinder & Weintraub LLP November 2012 - May 2013
APHQ, LLC Holding company for IT/Accounting staffing firm August 2011 - March 2012
Enidine April 2011 - July 2011
Philipps & Brooks, CPAs January 2010 - April 2010
Citigroup June 2009 - August 2009
H&R Block January 2008 - April 2009
Freed & Associates February 2008 - December 2008
Fremont Unified School District November 2001 - August 2005
Skills
Tax, Account Reconciliation, Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, QuickBooks, Payroll, Microsoft Word, Microsoft Office, Accounts Payable, PowerPoint, Access, General Ledger, ProSeries, Business English, Bank Reconciliation, Corporate Tax, Cost Accounting, Managerial Finance, Spanish-speaking, Oracle Financials, CCH ProSystem fx, Training, Customer Relationship..., Month End Close, Year-end Close, Internal Audit, Multi-state Payroll..., Payroll Taxes, Payroll Services, Benefits Administration, Report Writing, Teaching English as a..., English grammar, Percentage of Completion, FIN 48, ASC 740, 1120S, Partnership Taxation, Type 60 WPM, Japanese business..., Japanese culture, Japanese language, Asian Studies, Curriculum Development, Program Evaluation, CRM, Tax Returns, Tax Accounting
Education
Saint Bonaventure University 2009 — 2011
Master of Business Administration
Hamilton College
Bachelor of Arts
Nardin Academy High School
High School Diploma
University at Buffalo
Master of Education (M.Ed.)
Semanchin & Wetter, LLP November 2013 - April 2014
Enterprise Charter School July 2013 - March 2014
Lougen Valenti Bookbinder & Weintraub LLP November 2012 - May 2013
APHQ, LLC Holding company for IT/Accounting staffing firm August 2011 - March 2012
Enidine April 2011 - July 2011
Philipps & Brooks, CPAs January 2010 - April 2010
Citigroup June 2009 - August 2009
H&R Block January 2008 - April 2009
Freed & Associates February 2008 - December 2008
Fremont Unified School District November 2001 - August 2005
Skills
Tax, Account Reconciliation, Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, QuickBooks, Payroll, Microsoft Word, Microsoft Office, Accounts Payable, PowerPoint, Access, General Ledger, ProSeries, Business English, Bank Reconciliation, Corporate Tax, Cost Accounting, Managerial Finance, Spanish-speaking, Oracle Financials, CCH ProSystem fx, Training, Customer Relationship..., Month End Close, Year-end Close, Internal Audit, Multi-state Payroll..., Payroll Taxes, Payroll Services, Benefits Administration, Report Writing, Teaching English as a..., English grammar, Percentage of Completion, FIN 48, ASC 740, 1120S, Partnership Taxation, Type 60 WPM, Japanese business..., Japanese culture, Japanese language, Asian Studies, Curriculum Development, Program Evaluation, CRM, Tax Returns, Tax Accounting
Education
Saint Bonaventure University 2009 — 2011
Master of Business Administration
Hamilton College
Bachelor of Arts
Nardin Academy High School
High School Diploma
University at Buffalo
Master of Education (M.Ed.)
Harpreet Singh Harpreet Singh's Citigroup Experience February 1998 - February 2001
Job Founder and CoCEO, Experfy (Harvard Innovation Launch Lab)
Industry Internet
Experience
Experfy 2014 - Present
Academic Room 2011 - 2013
Creative Stride, Inc. 2003 - 2012
FX Alliance, LLC May 2001 - July 2002
Citigroup February 1998 - February 2001
Skills
Start-ups, Program Management, Entrepreneurship, Business Intelligence, Cross-functional Team..., Business Strategy, Management, Project Management, Leadership, Strategy, Strategic Partnerships, Product Development, Risk Management, Analytics, Project Planning, Business Development, E-commerce, Venture Capital, Consulting, SaaS, Business Planning, ERP, Market Research, Product Management, Management Consulting, Strategic Planning, Mergers & Acquisitions, Team Building, Coaching, Project Portfolio..., CRM, Competitive Analysis, Product Marketing, Executive Management, Online Marketing, Online Advertising, Big Data, Data Science, Enterprise Software, Cloud Computing, PMO, Governance, Mobile Devices, Go-to-market Strategy, Strategic Consulting, IT Strategy, Mobile Applications, Business Alliances, Corporate Development, Nonprofits
Education
Harvard University 2005 — 2012
PhD
Harvard University 2003 — 2005
Master's
Rensselaer Polytechnic Institute 1992 — 1997
B.S., Computer and Systems Engineering
Experfy 2014 - Present
Academic Room 2011 - 2013
Creative Stride, Inc. 2003 - 2012
FX Alliance, LLC May 2001 - July 2002
Citigroup February 1998 - February 2001
Skills
Start-ups, Program Management, Entrepreneurship, Business Intelligence, Cross-functional Team..., Business Strategy, Management, Project Management, Leadership, Strategy, Strategic Partnerships, Product Development, Risk Management, Analytics, Project Planning, Business Development, E-commerce, Venture Capital, Consulting, SaaS, Business Planning, ERP, Market Research, Product Management, Management Consulting, Strategic Planning, Mergers & Acquisitions, Team Building, Coaching, Project Portfolio..., CRM, Competitive Analysis, Product Marketing, Executive Management, Online Marketing, Online Advertising, Big Data, Data Science, Enterprise Software, Cloud Computing, PMO, Governance, Mobile Devices, Go-to-market Strategy, Strategic Consulting, IT Strategy, Mobile Applications, Business Alliances, Corporate Development, Nonprofits
Education
Harvard University 2005 — 2012
PhD
Harvard University 2003 — 2005
Master's
Rensselaer Polytechnic Institute 1992 — 1997
B.S., Computer and Systems Engineering
Andrew Lim's Citigroup Experience July 2005 - February 2012
Job Data Scientist at Custora
Industry Financial Services
Experience
Custora January 2013 - Present
Citigroup July 2005 - February 2012
Harvard University September 2001 - May 2004
Skills
Programming, Statistics, Trading, Risk Analysis, Equity Derivatives, Fixed Income, Risk Management, Economics, Options
Education
Harvard University 2001 — 2005
AB, Economics
Custora January 2013 - Present
Citigroup July 2005 - February 2012
Harvard University September 2001 - May 2004
Skills
Programming, Statistics, Trading, Risk Analysis, Equity Derivatives, Fixed Income, Risk Management, Economics, Options
Education
Harvard University 2001 — 2005
AB, Economics
Elaine Mandelbaum Elaine Mandelbaum's Citigroup Experience
Job Managing Director and General Counsel, Litigation and Regulatory Enforcement, Citi Institutional Clients Group
Industry Financial Services
Experience
Citigroup
Skills
Capital Markets, Corporate Governance, Securities, Private Equity, Securities Regulation, Corporate Law, Financial Services, Hedge Funds, Series 24, Due Diligence, AML
Education
Harvard Law School
Doctor of Law (JD)
Yale University
Bachelor of Arts (B.A.), History
Citigroup
Skills
Capital Markets, Corporate Governance, Securities, Private Equity, Securities Regulation, Corporate Law, Financial Services, Hedge Funds, Series 24, Due Diligence, AML
Education
Harvard Law School
Doctor of Law (JD)
Yale University
Bachelor of Arts (B.A.), History
Elliott Rodgers Elliott Rodgers's Citigroup Experience July 2004 - July 2006
Job Vice President of Supply Chain at Ulta Beauty
Industry Retail
Experience
ULTA Beauty November 2013 - Present
Target September 2011 - November 2013
Caesars Entertainment Corporation October 2010 - September 2011
Target September 2007 - October 2010
Citi July 2006 - September 2007
Citigroup July 2004 - July 2006
Booz & Company May 2003 - July 2003
Berkiel & Crouth, CME Group May 2002 - September 2002
United States Military Academy at West Point May 2001 - May 2002
United States Army May 1999 - May 2001
Skills
Cross-functional Team..., Leadership, Strategy, Business Strategy, Management, Business Development, Risk Management, Supply Chain Management, Project Planning, Logistics, Operations Management, Strategic Planning, Financial Services, Team Building, Process Improvement, Training, Performance Management, Military, Project Management, Vendor Management, New Business Development, Supply Chain, Retail, Customer Service, Program Management, Six Sigma, Budgets, Leadership Development, Team Leadership, Talent Management, E-commerce, multichannel, P&L Management, Human Resources, Inventory Management, P&L
Education
Harvard Business School
MBA, General Management
United States Military Academy at West Point
B.S., Political Science, Systems Engineering
ULTA Beauty November 2013 - Present
Target September 2011 - November 2013
Caesars Entertainment Corporation October 2010 - September 2011
Target September 2007 - October 2010
Citi July 2006 - September 2007
Citigroup July 2004 - July 2006
Booz & Company May 2003 - July 2003
Berkiel & Crouth, CME Group May 2002 - September 2002
United States Military Academy at West Point May 2001 - May 2002
United States Army May 1999 - May 2001
Skills
Cross-functional Team..., Leadership, Strategy, Business Strategy, Management, Business Development, Risk Management, Supply Chain Management, Project Planning, Logistics, Operations Management, Strategic Planning, Financial Services, Team Building, Process Improvement, Training, Performance Management, Military, Project Management, Vendor Management, New Business Development, Supply Chain, Retail, Customer Service, Program Management, Six Sigma, Budgets, Leadership Development, Team Leadership, Talent Management, E-commerce, multichannel, P&L Management, Human Resources, Inventory Management, P&L
Education
Harvard Business School
MBA, General Management
United States Military Academy at West Point
B.S., Political Science, Systems Engineering
Brett Becker Brett Becker's Citigroup Experience January 2007 - November 2007
Job Compliance Professional. Passion for researching and analyzing regulations. Dynamic relationship building skills.
Industry Government Relations
Experience
JPMorgan Chase & Co. 2014 - April 2015
Independent Testing Laboratories, Inc. April 2009 - December 2012
Skadden Arps Slate Meagher & Flom LLP July 2008 - November 2008
Weil Gotshal and Manges February 2008 - July 2008
CITIGROUP January 2007 - November 2007
Kornstein, Veisz, Wexler & Pollard, LLP October 2005 - October 2006
Morgan, Lewis & Bockius LLP March 2004 - October 2005
Latham & Watkins LLP June 2001 - February 2004
Skills
Compliance, Employment Law, Policy, Legal Ethics, Business Ethics, Regulatory Affairs, Analysis, Legal Compliance, Commercial Litigation, Civil Litigation, Mediation
Education
Hamline University School of Law 1996 — 1999
JD, Labor & Employment Law
Journal of Law & Public Policy 1997 — 1998
Rutgers University-New Brunswick 1993 — 1995
BA, Political Science
University at Albany, SUNY 1991 — 1993
Political Science
Manalapan High School
JPMorgan Chase & Co. 2014 - April 2015
Independent Testing Laboratories, Inc. April 2009 - December 2012
Skadden Arps Slate Meagher & Flom LLP July 2008 - November 2008
Weil Gotshal and Manges February 2008 - July 2008
CITIGROUP January 2007 - November 2007
Kornstein, Veisz, Wexler & Pollard, LLP October 2005 - October 2006
Morgan, Lewis & Bockius LLP March 2004 - October 2005
Latham & Watkins LLP June 2001 - February 2004
Skills
Compliance, Employment Law, Policy, Legal Ethics, Business Ethics, Regulatory Affairs, Analysis, Legal Compliance, Commercial Litigation, Civil Litigation, Mediation
Education
Hamline University School of Law 1996 — 1999
JD, Labor & Employment Law
Journal of Law & Public Policy 1997 — 1998
Rutgers University-New Brunswick 1993 — 1995
BA, Political Science
University at Albany, SUNY 1991 — 1993
Political Science
Manalapan High School
Alberto Betancour Alberto Betancour's Citigroup Experience February 2002 - January 2004
Job Senior Manager at Deloitte
Industry Financial Services
Experience
Deloitte August 2010 - Present
Deloitte Consulting August 2008 - August 2010
Deloitte Consulting June 2006 - August 2008
YMCA of Greater Boston June 2004 - June 2006
Citigroup February 2002 - January 2004
Citigroup April 2001 - February 2002
Interbanco June 1998 - April 2001
Skills
Forecasting, Risk Management, Financial Modeling, Program Management, Change Management, Budgeting, Financial Planning, Financial Reporting, Business Planning, Planning Budgeting &..., Leadership, Management Consulting, Project Management, Business Analysis, Business Process..., Strategy, Financial Analysis, Business Strategy, Cross-functional Team..., Budgets, Mergers & Acquisitions, Strategic Financial...
Education
Harvard University 2004 — 2006
Graduate Certificate, Management
Pontificia Universidad Javeriana 1993 — 1999
Industrial Engineer
Deloitte August 2010 - Present
Deloitte Consulting August 2008 - August 2010
Deloitte Consulting June 2006 - August 2008
YMCA of Greater Boston June 2004 - June 2006
Citigroup February 2002 - January 2004
Citigroup April 2001 - February 2002
Interbanco June 1998 - April 2001
Skills
Forecasting, Risk Management, Financial Modeling, Program Management, Change Management, Budgeting, Financial Planning, Financial Reporting, Business Planning, Planning Budgeting &..., Leadership, Management Consulting, Project Management, Business Analysis, Business Process..., Strategy, Financial Analysis, Business Strategy, Cross-functional Team..., Budgets, Mergers & Acquisitions, Strategic Financial...
Education
Harvard University 2004 — 2006
Graduate Certificate, Management
Pontificia Universidad Javeriana 1993 — 1999
Industrial Engineer
Robert Case's Citigroup Experience July 1993 - April 2007
Job Chief Executive Officer at Ingalls & Snyder
Industry Financial Services
Experience
Ingalls & Snyder July 2011 - Present
JP Morgan May 2007 - June 2011
Citigroup July 1993 - April 2007
Morgan Stanley September 1980 - July 1993
Skills
Investments, Private Equity, Alternative Investments, Investment Banking, Mergers & Acquisitions, Securities, Risk Management, Financial Services, Investment Strategies, Management, Hedge Funds, Equities, Fixed Income, Asset Management, Valuation
Education
Harvard Business School 1977 — 1980
MBA
Harvard Law School 1976 — 1980
JD
Harvard University 1972 — 1976
AB, Applied Mathematics
Ingalls & Snyder July 2011 - Present
JP Morgan May 2007 - June 2011
Citigroup July 1993 - April 2007
Morgan Stanley September 1980 - July 1993
Skills
Investments, Private Equity, Alternative Investments, Investment Banking, Mergers & Acquisitions, Securities, Risk Management, Financial Services, Investment Strategies, Management, Hedge Funds, Equities, Fixed Income, Asset Management, Valuation
Education
Harvard Business School 1977 — 1980
MBA
Harvard Law School 1976 — 1980
JD
Harvard University 1972 — 1976
AB, Applied Mathematics
Raheem Choudhry Raheem Choudhry's Citigroup Experience June 2005 - August 2005
Job CoFounder and COO at Quantamentals
Industry Investment Management
Experience
Quantamentals August 2012 - Present
LoopNet June 2011 - August 2011
Calera Capital September 2008 - July 2010
Morgan Stanley July 2006 - July 2008
Citigroup June 2005 - August 2005
Education
Harvard Business School 2010 — 2012
MBA
University of Virginia 2002 — 2006
BS, Commerce
Quantamentals August 2012 - Present
LoopNet June 2011 - August 2011
Calera Capital September 2008 - July 2010
Morgan Stanley July 2006 - July 2008
Citigroup June 2005 - August 2005
Education
Harvard Business School 2010 — 2012
MBA
University of Virginia 2002 — 2006
BS, Commerce
Edward Brandler Edward Brandler's Citigroup Experience June 2001 - August 2001
Job Deployment Strategist at Palantir
Industry Information Technology and Services
Experience
Palantir Technologies June 2014 - Present
Bunge August 2012 - October 2013
Harvard Business School August 2010 - May 2012
Kadoorie Agricultural Aid Association (Nepal) February 2010 - June 2010
British Army February 2007 - June 2009
British Army March 2003 - February 2007
Citigroup June 2001 - August 2001
Skills
French, German, Nepali, Pashto, Spanish
Education
Harvard Business School 2010 — 2012
MBA
Royal Military Academy Sandhurst 2003 — 2004
The University of Edinburgh 1998 — 2002
MA (Hons), History
Charterhouse
Palantir Technologies June 2014 - Present
Bunge August 2012 - October 2013
Harvard Business School August 2010 - May 2012
Kadoorie Agricultural Aid Association (Nepal) February 2010 - June 2010
British Army February 2007 - June 2009
British Army March 2003 - February 2007
Citigroup June 2001 - August 2001
Skills
French, German, Nepali, Pashto, Spanish
Education
Harvard Business School 2010 — 2012
MBA
Royal Military Academy Sandhurst 2003 — 2004
The University of Edinburgh 1998 — 2002
MA (Hons), History
Charterhouse
Pamela D. (Pamela Lawrence) Groves Pamela D. (Pamela Lawrence) Groves's Citigroup Experience 2004 - 2007
Job Secretary at Township High School District 211
Industry Education Management
Experience
Township High School District 211 May 2014 - Present
Motor Coach Industries April 2007 - November 2013
Citigroup 2004 - 2007
Federal Express 1999 - 2003
Skills
Microsoft Office, Office Equipment, Data Entry, Travel Planning, Team Leadership, Solution Focused, Process Improvement, Motivated self-starter, Outlook, Training, Change Management, Sales, Leadership, Recruiting, Microsoft Word, Accounts Payable, Customer Satisfaction, Budgets, Forecasting, Accounts Receivable, Purchasing, Customer Service, Invoicing, Supervisory Skills, Inventory Management, Time Management, PowerPoint, Management, Microsoft Excel
Education
Southern Arkansas University 1994 — 1995
Secondary Education
Harper College
Secondary Education
Township High School District 211 May 2014 - Present
Motor Coach Industries April 2007 - November 2013
Citigroup 2004 - 2007
Federal Express 1999 - 2003
Skills
Microsoft Office, Office Equipment, Data Entry, Travel Planning, Team Leadership, Solution Focused, Process Improvement, Motivated self-starter, Outlook, Training, Change Management, Sales, Leadership, Recruiting, Microsoft Word, Accounts Payable, Customer Satisfaction, Budgets, Forecasting, Accounts Receivable, Purchasing, Customer Service, Invoicing, Supervisory Skills, Inventory Management, Time Management, PowerPoint, Management, Microsoft Excel
Education
Southern Arkansas University 1994 — 1995
Secondary Education
Harper College
Secondary Education
Janet Morrison Clarke Janet Morrison Clarke's Citigroup Experience April 1997 - January 2001
Job Clarke Littlefield LLC
Industry Marketing and Advertising
Experience
Houlihan Lokey 2012 - Present
Cox Enterprises 2007 - Present
Asbury Automotive Group 2005 - Present
Clarke Littlefield LLC February 2002 - Present
ExpressJet Airlines 2002 - November 2010
Princeton University September 1993 - June 2008
Gateway March 2005 - 2007
eFunds 2002 - 2007
Dealertrack Technologies September 2002 - June 2003
Citigroup April 1997 - January 2001
Skills
Consulting, Business Development, Start-ups, Executive Pay, Venture Capital, Fundraising, Lead Generation, Competitive Analysis, New Business Development, Executive Management, Product Management, E-commerce, SaaS, Finance, Market Research, Organizational..., Corporate Development
Education
Harvard Business School 1992 — 1992
AMP, Business
Princeton University
Bachelors, Architecture
Houlihan Lokey 2012 - Present
Cox Enterprises 2007 - Present
Asbury Automotive Group 2005 - Present
Clarke Littlefield LLC February 2002 - Present
ExpressJet Airlines 2002 - November 2010
Princeton University September 1993 - June 2008
Gateway March 2005 - 2007
eFunds 2002 - 2007
Dealertrack Technologies September 2002 - June 2003
Citigroup April 1997 - January 2001
Skills
Consulting, Business Development, Start-ups, Executive Pay, Venture Capital, Fundraising, Lead Generation, Competitive Analysis, New Business Development, Executive Management, Product Management, E-commerce, SaaS, Finance, Market Research, Organizational..., Corporate Development
Education
Harvard Business School 1992 — 1992
AMP, Business
Princeton University
Bachelors, Architecture
Harry Pugh's Citigroup Experience 1987 - April 2009
Job President at Harry Pugh Consulting LLC
Industry Financial Services
Experience
Harry Pugh Consulting LLC April 2009 - Present
Citigroup 1987 - April 2009
Citi 1987 - 2009
Continental Can Company, Inc. 1981 - 1984
Skills
Program Management, Risk Management, Shared Services, Strategy, Project Management, Financial Analysis, Budgets, Financial Risk, Mergers & Acquisitions, Vendor Management, Finance, Governance, IT Strategy, Business Process..., Records Management, Strategic Planning, Risk Assessment, Business Analysis, Financial Services, Enterprise Risk..., Portfolio Management, Banking, Process Improvement, Management Consulting
Education
Harvard Business School 1974 — 1975
MBA, Finance, Marketing
Harvard University 1966 — 1969
BA, Mathematics, Social Relations
Harry Pugh Consulting LLC April 2009 - Present
Citigroup 1987 - April 2009
Citi 1987 - 2009
Continental Can Company, Inc. 1981 - 1984
Skills
Program Management, Risk Management, Shared Services, Strategy, Project Management, Financial Analysis, Budgets, Financial Risk, Mergers & Acquisitions, Vendor Management, Finance, Governance, IT Strategy, Business Process..., Records Management, Strategic Planning, Risk Assessment, Business Analysis, Financial Services, Enterprise Risk..., Portfolio Management, Banking, Process Improvement, Management Consulting
Education
Harvard Business School 1974 — 1975
MBA, Finance, Marketing
Harvard University 1966 — 1969
BA, Mathematics, Social Relations
Margery Fischbein's Citigroup Experience 1996 - 2003
Job Senior Managing Director at FBR Capital Markets & Co.
Industry Biotechnology
Experience
FBR Capital Markets & Co. September 2014 - Present
JMP Securities March 2011 - August 2014
Beal Advisors 2009 - March 2011
Paramount BioSciences 2008 - 2009
Human Genome Sciences 2006 - 2008
ImClone Systems 2004 - 2006
Citigroup 1996 - 2003
JP Morgan Chase 1993 - 1996
Lehman Brothers 1985 - 1993
Skills
Venture Capital, Mergers & Acquisitions, Strategy, Biotechnology, Pharmaceutical Industry, Life Sciences, Business Development, Private Equity, Strategic Planning, Start-ups
Education
Harvard Business School 1978 — 1980
MBA, Finance
Harvard University 1974 — 1978
BA, Economics
FBR Capital Markets & Co. September 2014 - Present
JMP Securities March 2011 - August 2014
Beal Advisors 2009 - March 2011
Paramount BioSciences 2008 - 2009
Human Genome Sciences 2006 - 2008
ImClone Systems 2004 - 2006
Citigroup 1996 - 2003
JP Morgan Chase 1993 - 1996
Lehman Brothers 1985 - 1993
Skills
Venture Capital, Mergers & Acquisitions, Strategy, Biotechnology, Pharmaceutical Industry, Life Sciences, Business Development, Private Equity, Strategic Planning, Start-ups
Education
Harvard Business School 1978 — 1980
MBA, Finance
Harvard University 1974 — 1978
BA, Economics
E John Pennington's Citigroup Experience April 2006 - August 2006
Job Tech Writing & QA at Manhattan Associates
Industry Information Technology and Services
Experience
Manhattan Associates August 2014 - Present
VeriFone June 2013 - August 2014
Xceedium January 2011 - May 2012
netForensics December 2008 - June 2010
G & B Fasteners April 2008 - July 2008
Bear Stearns September 2006 - December 2007
Citigroup April 2006 - August 2006
Polaris Software Lab (India) Ltd. March 2004 - December 2005
Internet Infrastructure Services Corporation September 2001 - February 2004
China Online May 2000 - June 2001
Skills
Customer Relations, Technical Writing, Business Requirements, Software Quality..., Documentation, Customer Service, Business Analysis, Requirements Analysis, Negotiation, Quality Assurance, Testing, Problem Solving, Process Improvement, Contract Negotiations, Troubleshooting, Vendor Management, Team Leadership, Analysis, Software Documentation, Contract Negotiation, Security, SDLC, Start-ups, Enterprise Software, Project Management, Management, Networking, Business Development, Leadership, Business Process, SQL, IT Service Management, Cloud Computing, Program Management, Product Management
Education
Harvard University
B.A. Cum Laude, English
Moses Brown
Manhattan Associates August 2014 - Present
VeriFone June 2013 - August 2014
Xceedium January 2011 - May 2012
netForensics December 2008 - June 2010
G & B Fasteners April 2008 - July 2008
Bear Stearns September 2006 - December 2007
Citigroup April 2006 - August 2006
Polaris Software Lab (India) Ltd. March 2004 - December 2005
Internet Infrastructure Services Corporation September 2001 - February 2004
China Online May 2000 - June 2001
Skills
Customer Relations, Technical Writing, Business Requirements, Software Quality..., Documentation, Customer Service, Business Analysis, Requirements Analysis, Negotiation, Quality Assurance, Testing, Problem Solving, Process Improvement, Contract Negotiations, Troubleshooting, Vendor Management, Team Leadership, Analysis, Software Documentation, Contract Negotiation, Security, SDLC, Start-ups, Enterprise Software, Project Management, Management, Networking, Business Development, Leadership, Business Process, SQL, IT Service Management, Cloud Computing, Program Management, Product Management
Education
Harvard University
B.A. Cum Laude, English
Moses Brown
Vance Davis, MBA CPA Vance Davis, MBA CPA's Citigroup Experience 2011 - Present
Job FP&A, IT Finance, Banking, Consultant, Finance Controller
Industry Financial Services
Experience
Citigroup 2011 - Present
Bank of America 2006 - 2010
MBNA 2000 - 2006
Accretive Solutions (CFO Services Inc. before acquisition) 1999 - 2000
Citigroup 1984 - 1999
Arthur Andersen & Co. CPAs 1982 - 1984
Skills
Finance, Strategy, Financial Modeling, Managerial Finance, Analysis, Forecasting, Financial Analysis, Banking, Accounting, Management, Leadership, Strategic Planning, Financial Services, Financial Planning, Process Improvement, Business Analysis, Valuation, Business Intelligence, Essbase, Project Management, Business Planning, Budgets, Start-ups, CRM, Project Planning, Auditing, Internal Controls, Strategic Financial..., Financial Reporting, Financial Accounting, Competitive Analysis, Relationship Management, Relationship Building
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Accounting & Finance
Harvard University 1976 — 1980
BA, Economics
Citigroup 2011 - Present
Bank of America 2006 - 2010
MBNA 2000 - 2006
Accretive Solutions (CFO Services Inc. before acquisition) 1999 - 2000
Citigroup 1984 - 1999
Arthur Andersen & Co. CPAs 1982 - 1984
Skills
Finance, Strategy, Financial Modeling, Managerial Finance, Analysis, Forecasting, Financial Analysis, Banking, Accounting, Management, Leadership, Strategic Planning, Financial Services, Financial Planning, Process Improvement, Business Analysis, Valuation, Business Intelligence, Essbase, Project Management, Business Planning, Budgets, Start-ups, CRM, Project Planning, Auditing, Internal Controls, Strategic Financial..., Financial Reporting, Financial Accounting, Competitive Analysis, Relationship Management, Relationship Building
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Accounting & Finance
Harvard University 1976 — 1980
BA, Economics
Hannah Snyder, ABCP, CCM Hannah Snyder, ABCP, CCM's Citigroup Experience 2007 - February 2009
Job Senior Certified Business Continuity Manager at Blackhawk Emergency Management Group
Industry Management Consulting
Experience
Blackhawk Emergency Managemrnt Group May 2015 - Present
Wegmans Food Markets May 2014 - Present
Alaskan Klee Kai National Rescue February 2014 - Present
Independent Contractor July 2013 - Present
xMatters, inc December 2012 - June 2013
Lockheed Martin March 2009 - November 2012
Citigroup 2007 - February 2009
MetLife August 2000 - December 2006
Merrill Lynch August 1992 - July 2000
Comtex 1990 - 1991
Skills
Business Continuity, Business Analysis, Crisis Management, Disaster Recovery, Technical Documentation, Incident Management, Program Management, Risk Assessment, Six Sigma, Kaizen Facilitation, Business Process..., PowerPoint, Value Stream Mapping, Green Belt, Software Project..., Process Improvement, Change Management, SDLC, PMO, Business Process..., Business Continuity..., Governance, Risk Management, Cross-functional Team..., Financial Risk, Data Center, Technical Writing, Vendor Management, Information Security, Business Process, Requirements Analysis, Team Leadership, Requirements Gathering, Quality Assurance, Enterprise Risk..., Process Engineering, SharePoint, Kaizen, Project Management, Information Technology, Visio, Pandemic Planning, Training, Enterprise Software, Project Planning, IT Management, Management, IT Strategy, Project Portfolio..., PMP
Education
Hamilton College 1985 — 1989
Bachelor of Arts (B.A.), Creative Writing
New Canaan High School 1981 — 1985
Blackhawk Emergency Managemrnt Group May 2015 - Present
Wegmans Food Markets May 2014 - Present
Alaskan Klee Kai National Rescue February 2014 - Present
Independent Contractor July 2013 - Present
xMatters, inc December 2012 - June 2013
Lockheed Martin March 2009 - November 2012
Citigroup 2007 - February 2009
MetLife August 2000 - December 2006
Merrill Lynch August 1992 - July 2000
Comtex 1990 - 1991
Skills
Business Continuity, Business Analysis, Crisis Management, Disaster Recovery, Technical Documentation, Incident Management, Program Management, Risk Assessment, Six Sigma, Kaizen Facilitation, Business Process..., PowerPoint, Value Stream Mapping, Green Belt, Software Project..., Process Improvement, Change Management, SDLC, PMO, Business Process..., Business Continuity..., Governance, Risk Management, Cross-functional Team..., Financial Risk, Data Center, Technical Writing, Vendor Management, Information Security, Business Process, Requirements Analysis, Team Leadership, Requirements Gathering, Quality Assurance, Enterprise Risk..., Process Engineering, SharePoint, Kaizen, Project Management, Information Technology, Visio, Pandemic Planning, Training, Enterprise Software, Project Planning, IT Management, Management, IT Strategy, Project Portfolio..., PMP
Education
Hamilton College 1985 — 1989
Bachelor of Arts (B.A.), Creative Writing
New Canaan High School 1981 — 1985
Kimble Lewis, MBA. Innovation and Strategy Executive Kimble Lewis, MBA. Innovation and Strategy Executive's Citigroup Experience 2002 - 2003
Job Board Director. Entrepreneur. Past Senior Executive Capital One, Bank of America, JPMorgan Chase, and Citigroup
Industry Management Consulting
Experience
Guidepoint Global 2015 - Present
Kimble Lewis & Company 2014 - Present
Capital One Bank 2008 - 2013
Bank of America 2005 - 2008
JP Morgan Chase 2003 - 2005
Citigroup 2002 - 2003
Morgan Stanley 1996 - 2002
The Bank of New York (now BNY Mellon) 1994 - 1996
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA
University of Phoenix 2005 — 2009
Bachelor of Science (B.S.)
Yale University - Yale School of Management 2014 — 2014
Continuing Education
Harvard Business School 2013 — 2013
Continuing Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2010
Continuing Education
BlessingWhite 2010 — 2015
Process Coaching, Capabilities Coaching, Self-discovery Coaching
Formal Bank Credit Underwriting and Training - Bank of America 2005 — 2015
Formal Bank Credit Underwriting Training Program
Cannon Financial Institute 1999 — 2015
Comprehensive Wealth Management
Guidepoint Global 2015 - Present
Kimble Lewis & Company 2014 - Present
Capital One Bank 2008 - 2013
Bank of America 2005 - 2008
JP Morgan Chase 2003 - 2005
Citigroup 2002 - 2003
Morgan Stanley 1996 - 2002
The Bank of New York (now BNY Mellon) 1994 - 1996
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA
University of Phoenix 2005 — 2009
Bachelor of Science (B.S.)
Yale University - Yale School of Management 2014 — 2014
Continuing Education
Harvard Business School 2013 — 2013
Continuing Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2010
Continuing Education
BlessingWhite 2010 — 2015
Process Coaching, Capabilities Coaching, Self-discovery Coaching
Formal Bank Credit Underwriting and Training - Bank of America 2005 — 2015
Formal Bank Credit Underwriting Training Program
Cannon Financial Institute 1999 — 2015
Comprehensive Wealth Management
Akshay Kohli Akshay Kohli's Citigroup Experience July 2005 - January 2007
Job Project Leader at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2014 - Present
The Boston Consulting Group September 2012 - August 2014
The Boston Consulting Group May 2011 - August 2011
Yash Raj Films February 2007 - April 2010
Citigroup July 2005 - January 2007
Citigroup June 2004 - August 2004
Lazard June 2003 - August 2003
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, Business Strategy, Valuation, Strategy, Private Equity, Film, Corporate Development, Emerging Markets, Media & Entertainment, Mergers, Restructuring, Financial Structuring, Entrepreneurship, Investment Banking, Business Valuation, Business Development, Portfolio Management, Venture Capital, Economics, Statistical Modeling, Motion Pictures, Sports Management
Education
Harvard Business School 2010 — 2012
MBA, Management, Strategy
University of Pennsylvania 2001 — 2005
B.A.S, Systems Science & Engineering, Mathematics
University of Pennsylvania - The Wharton School 2001 — 2005
B.S.Econ, Finance, Accounting
The Boston Consulting Group September 2014 - Present
The Boston Consulting Group September 2012 - August 2014
The Boston Consulting Group May 2011 - August 2011
Yash Raj Films February 2007 - April 2010
Citigroup July 2005 - January 2007
Citigroup June 2004 - August 2004
Lazard June 2003 - August 2003
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, Business Strategy, Valuation, Strategy, Private Equity, Film, Corporate Development, Emerging Markets, Media & Entertainment, Mergers, Restructuring, Financial Structuring, Entrepreneurship, Investment Banking, Business Valuation, Business Development, Portfolio Management, Venture Capital, Economics, Statistical Modeling, Motion Pictures, Sports Management
Education
Harvard Business School 2010 — 2012
MBA, Management, Strategy
University of Pennsylvania 2001 — 2005
B.A.S, Systems Science & Engineering, Mathematics
University of Pennsylvania - The Wharton School 2001 — 2005
B.S.Econ, Finance, Accounting
Stanley (Bud) Morten Stanley (Bud) Morten's Citigroup Experience May 2003 - December 2009
Job Director at American Well
Industry Financial Services
Experience
American Well July 2014 - Present
WPP plc June 2013 - Present
Darien Rowayton Bank March 2010 - January 2015
WPP Group plc December 1991 - June 2013
Connecticut GOP State Central Committee May 2011 - May 2013
The Motley Fool January 2012 - December 2012
The Motley Fool May 2005 - December 2011
State of Connecticut Investment Advisory Council June 2008 - June 2011
Citigroup May 2003 - December 2009
Register.com 2002 - 2005
Education
Harvard Business School 1966 — 1968
MBA
Lake Forest College 1962 — 1966
BA, Economics
American Well July 2014 - Present
WPP plc June 2013 - Present
Darien Rowayton Bank March 2010 - January 2015
WPP Group plc December 1991 - June 2013
Connecticut GOP State Central Committee May 2011 - May 2013
The Motley Fool January 2012 - December 2012
The Motley Fool May 2005 - December 2011
State of Connecticut Investment Advisory Council June 2008 - June 2011
Citigroup May 2003 - December 2009
Register.com 2002 - 2005
Education
Harvard Business School 1966 — 1968
MBA
Lake Forest College 1962 — 1966
BA, Economics
John Foreman, MBA, CIMA®'s Citigroup Experience August 1999 - July 2002
Job Investment Specialist at Barnum Financial Group, an Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group January 2011 - Present
Totem Pole Ski Shop February 2008 - December 2010
Windward Petroleum May 2009 - July 2009
Smith Barney October 2005 - February 2008
Smith Barney January 2004 - September 2005
Citigroup August 1999 - July 2002
Skills
Investments, Financial Services, Portfolio Management, Fixed Income, Mutual Funds, Asset Management, Securities, Finance, Analysis, Capital Markets, Investment Strategies, Equities, Leadership, Management, Market Research
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2009
MBA, Entrepreneurship & International Management
Hartwick College 1995 — 1999
BA, Economics
American University-Washington Semester 1998 — 1998
International Business & Trade
Barnum Financial Group January 2011 - Present
Totem Pole Ski Shop February 2008 - December 2010
Windward Petroleum May 2009 - July 2009
Smith Barney October 2005 - February 2008
Smith Barney January 2004 - September 2005
Citigroup August 1999 - July 2002
Skills
Investments, Financial Services, Portfolio Management, Fixed Income, Mutual Funds, Asset Management, Securities, Finance, Analysis, Capital Markets, Investment Strategies, Equities, Leadership, Management, Market Research
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2009
MBA, Entrepreneurship & International Management
Hartwick College 1995 — 1999
BA, Economics
American University-Washington Semester 1998 — 1998
International Business & Trade
Dale Akinla II Dale Akinla II's Citigroup Experience 1988 - 1998
Job at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2009 - Present
JPMorgan August 1998 - June 2009
Citigroup 1988 - 1998
Education
London Business School 1993 — 1994
Corporate Finance
Harvard Law School 1985 — 1987
S.J.D., International Law
Morgan Stanley Smith Barney October 2009 - Present
JPMorgan August 1998 - June 2009
Citigroup 1988 - 1998
Education
London Business School 1993 — 1994
Corporate Finance
Harvard Law School 1985 — 1987
S.J.D., International Law
Arik Motskin's Citigroup Experience June 2004 - September 2004
Job Senior Quantitative Analyst at Google
Industry Research
Experience
Google October 2010 - Present
Yahoo! June 2007 - September 2007
Yahoo! June 2006 - September 2006
Citigroup June 2004 - September 2004
Government of Ontario June 2003 - August 2003
Skills
Algorithms, Fixed Income, Statistics, Online Advertising, R, Analysis
Education
Stanford University 2005 — 2010
PhD, Computational and Mathematical Engineering
Harvard University 2001 — 2005
B.A., Mathematics
Google October 2010 - Present
Yahoo! June 2007 - September 2007
Yahoo! June 2006 - September 2006
Citigroup June 2004 - September 2004
Government of Ontario June 2003 - August 2003
Skills
Algorithms, Fixed Income, Statistics, Online Advertising, R, Analysis
Education
Stanford University 2005 — 2010
PhD, Computational and Mathematical Engineering
Harvard University 2001 — 2005
B.A., Mathematics
Rachel Saget Scott Rachel Saget Scott's Citigroup Experience January 2008 - November 2010
Job Business Partner, The Americas at Deutsche Bank
Industry Real Estate
Experience
Deutsche Bank November 2010 - Present
Citigroup January 2008 - November 2010
CB Richard Ellis September 2004 - December 2007
New York City Investment Fund September 2000 - May 2002
Deutsche Bank 1998 - 2000
Skills
Corporate Real Estate, Analysis, Commercial Real Estate, Financial Analysis, Real Estate
Education
Harvard Business School 2002 — 2004
MBA, General Management
Yale University 1994 — 1998
BA, Psychology
United Nations International School 1982 — 1994
High school
Deutsche Bank November 2010 - Present
Citigroup January 2008 - November 2010
CB Richard Ellis September 2004 - December 2007
New York City Investment Fund September 2000 - May 2002
Deutsche Bank 1998 - 2000
Skills
Corporate Real Estate, Analysis, Commercial Real Estate, Financial Analysis, Real Estate
Education
Harvard Business School 2002 — 2004
MBA, General Management
Yale University 1994 — 1998
BA, Psychology
United Nations International School 1982 — 1994
High school
Joseph Narens Joseph Narens's Citigroup Experience March 2013 - Present
Job Director at Citigroup
Industry Capital Markets
Experience
Citigroup March 2013 - Present
PIMCO May 2010 - January 2013
PIMCO August 2009 - May 2010
PIMCO June 2008 - August 2008
Jacobs Consultancy September 2003 - July 2007
Skills
Financial Modeling, Valuation, Due Diligence, Portfolio Management, Asset Managment, Business Strategy, Corporate Finance, Financial Analysis, Strategy, Management Consulting, Fixed Income, Investments, Asset Management, Bonds, Trading
Education
Harvard Business School 2007 — 2009
MBA with Distinction, Business Administration and Management, General
Stanford University 2002 — 2003
MS, Management Science and Engineering
Stanford University 1998 — 2002
BS, Industrial Engineering
Citigroup March 2013 - Present
PIMCO May 2010 - January 2013
PIMCO August 2009 - May 2010
PIMCO June 2008 - August 2008
Jacobs Consultancy September 2003 - July 2007
Skills
Financial Modeling, Valuation, Due Diligence, Portfolio Management, Asset Managment, Business Strategy, Corporate Finance, Financial Analysis, Strategy, Management Consulting, Fixed Income, Investments, Asset Management, Bonds, Trading
Education
Harvard Business School 2007 — 2009
MBA with Distinction, Business Administration and Management, General
Stanford University 2002 — 2003
MS, Management Science and Engineering
Stanford University 1998 — 2002
BS, Industrial Engineering
JoAnn Laing's Citigroup Experience 1980 - 1982
Job CSuite Executive, Board Member: Strategic Growth Leader with experience on 6 continents
Industry Information Services
Experience
Information Strategies, Inc. 2009 - Present
First Advantage 2008 - 2009
Information Strategies, Inc. 1998 - 2008
Sara Lee Corporation 1996 - 1998
Cybernautics 1994 - 1997
Clay-Webster Associates, Inc. 1994 - 1996
Olivetti 1986 - 1994
Chase 1982 - 1984
Citigroup 1980 - 1982
Skills
Leadership, Business Strategy, P&L Management, Strategy, Strategic Partnerships, B2B, Management, Mentoring, Board of Director..., Board of Directors, Start-ups, Strategic Planning, Management Consulting, Executive Management, E-commerce, Lead Generation, Small Business, Mergers & Acquisitions, Competitive Analysis, Digital Media, Digital Marketing, Marketing Strategy, Cross-functional Team..., Team Building
Education
Harvard Business School 1984 — 1986
MBA
Syracuse University - Martin J. Whitman School of Management 1978 — 1980
BS
various
Information Strategies, Inc. 2009 - Present
First Advantage 2008 - 2009
Information Strategies, Inc. 1998 - 2008
Sara Lee Corporation 1996 - 1998
Cybernautics 1994 - 1997
Clay-Webster Associates, Inc. 1994 - 1996
Olivetti 1986 - 1994
Chase 1982 - 1984
Citigroup 1980 - 1982
Skills
Leadership, Business Strategy, P&L Management, Strategy, Strategic Partnerships, B2B, Management, Mentoring, Board of Director..., Board of Directors, Start-ups, Strategic Planning, Management Consulting, Executive Management, E-commerce, Lead Generation, Small Business, Mergers & Acquisitions, Competitive Analysis, Digital Media, Digital Marketing, Marketing Strategy, Cross-functional Team..., Team Building
Education
Harvard Business School 1984 — 1986
MBA
Syracuse University - Martin J. Whitman School of Management 1978 — 1980
BS
various
Chelsea Seabron Chelsea Seabron's Citigroup Experience May 2008 - August 2008
Job
Industry Staffing and Recruiting
Experience
Google February 2014 - Present
Playworks October 2012 - Present
Oakland Digital Arts & Literacy Center (ODALC) December 2014 - 2015
Playworks October 2012 - January 2014
HBS SVMP Alumni Association June 2012 - January 2014
Booz Allen Hamilton September 2009 - January 2014
MTV Networks September 2008 - April 2009
Management Leadership for Tomorrow 2007 - 2009
Citigroup May 2008 - August 2008
Education
New York University 2007 — 2009
BA, Social Sciences, Organizational Behavior and Communication
Harvard Business School 2008 — 2008
Mercer University 2005 — 2007
Google February 2014 - Present
Playworks October 2012 - Present
Oakland Digital Arts & Literacy Center (ODALC) December 2014 - 2015
Playworks October 2012 - January 2014
HBS SVMP Alumni Association June 2012 - January 2014
Booz Allen Hamilton September 2009 - January 2014
MTV Networks September 2008 - April 2009
Management Leadership for Tomorrow 2007 - 2009
Citigroup May 2008 - August 2008
Education
New York University 2007 — 2009
BA, Social Sciences, Organizational Behavior and Communication
Harvard Business School 2008 — 2008
Mercer University 2005 — 2007
Terry Henry, MBA, CMI, CRM's Citigroup Experience January 2002 - April 2004
Job Medical Practice Wellness Integration Consultant at nutraMetrix
Industry Health, Wellness and Fitness
Experience
NutraMetrix August 2009 - Present
Keller Williams International 2007 - 2011
American Express April 2004 - July 2009
Citigroup January 2002 - April 2004
AOL Time Warner October 1999 - November 2001
Morgan Stanley August 1987 - September 1998
Chase Manhattan Corporation 1981 - 1985
Skills
Real Estate, Investments, Mergers, Financial Services, Negotiation, Business Development, Private Equity, Strategic Planning, Asset Managment, Valuation, Business Strategy, Marketing Strategy, Management Consulting, Marketing, Portfolio Management, Asset Management, Mergers & Acquisitions, Small Business, Entrepreneurship, Leadership, CRM, Investment Properties, Strategy, Sales
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA), Marketing
Williams College 1977 — 1981
BA, Sociology
NutraMetrix August 2009 - Present
Keller Williams International 2007 - 2011
American Express April 2004 - July 2009
Citigroup January 2002 - April 2004
AOL Time Warner October 1999 - November 2001
Morgan Stanley August 1987 - September 1998
Chase Manhattan Corporation 1981 - 1985
Skills
Real Estate, Investments, Mergers, Financial Services, Negotiation, Business Development, Private Equity, Strategic Planning, Asset Managment, Valuation, Business Strategy, Marketing Strategy, Management Consulting, Marketing, Portfolio Management, Asset Management, Mergers & Acquisitions, Small Business, Entrepreneurship, Leadership, CRM, Investment Properties, Strategy, Sales
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA), Marketing
Williams College 1977 — 1981
BA, Sociology
Joyce Zhang's Citigroup Experience June 2013 - June 2015
Job Associate at Angel Island Capital
Industry Investment Banking
Experience
Angel Island Capital August 2015 - Present
Citigroup June 2013 - June 2015
Morgan Stanley June 2012 - August 2012
Skills
Financial Modeling, Bloomberg, Microsoft Excel, FactSet, Capital IQ, Economics, Research, Mandarin
Education
Harvard University 2009 — 2013
Bachelor's degree, Economics
Angel Island Capital August 2015 - Present
Citigroup June 2013 - June 2015
Morgan Stanley June 2012 - August 2012
Skills
Financial Modeling, Bloomberg, Microsoft Excel, FactSet, Capital IQ, Economics, Research, Mandarin
Education
Harvard University 2009 — 2013
Bachelor's degree, Economics
Jian Ham Jian Ham's Citigroup Experience 2000 - 2000
Job Digital Marketing and Innovation
Industry Financial Services
Experience
First Data Corporation April 2015 - Present
Synchrony Financial 2013 - March 2015
GE Capital 2008 - 2013
GE Capital 2005 - 2008
Samsung Capital 2003 - 2005
UBS Investment Bank 2001 - 2003
Citigroup 2000 - 2000
JP Morgan 1996 - 1999
Skills
Business Strategy, Digital Marketing, Digital Strategy, SEO, SEM, Digital Media, Marketing Strategy, Corporate Development, Financial Modeling, Emerging Markets, Business Planning, Corporate Finance, Investment Banking, Market Research, Market Intelligence, International Business, Energy Efficiency, Sustainability Strategy, Real Estate Investment, Launching Of New..., Consumer Marketing, Commercial Marketing, omni-channel strategy, Marketing
Education
Harvard University 1999 — 2001
Oxford University
Smith College
BA
First Data Corporation April 2015 - Present
Synchrony Financial 2013 - March 2015
GE Capital 2008 - 2013
GE Capital 2005 - 2008
Samsung Capital 2003 - 2005
UBS Investment Bank 2001 - 2003
Citigroup 2000 - 2000
JP Morgan 1996 - 1999
Skills
Business Strategy, Digital Marketing, Digital Strategy, SEO, SEM, Digital Media, Marketing Strategy, Corporate Development, Financial Modeling, Emerging Markets, Business Planning, Corporate Finance, Investment Banking, Market Research, Market Intelligence, International Business, Energy Efficiency, Sustainability Strategy, Real Estate Investment, Launching Of New..., Consumer Marketing, Commercial Marketing, omni-channel strategy, Marketing
Education
Harvard University 1999 — 2001
Oxford University
Smith College
BA
Harry Ault Harry Ault's Citigroup Experience 1997 - 1999
Job VP, Global Systems Integrator Business Unit at Brocade
Industry Computer Networking
Experience
Brocade November 2014 - Present
Brocade November 2013 - November 2014
Brocade 2008 - October 2013
Brocade 2007 - 2008
McDATA 2003 - 2006
Volera 1999 - 2003
Accenture June 1999 - August 1999
Citigroup 1997 - 1999
Citibank 1995 - 1997
Skills
Go-to-market Strategy, Data Center, Business Strategy, Sales Management, Channel, Management, Business Alliances, Sales Enablement, Cloud Computing, Solution Selling, Cross-functional Team..., Leadership, Strategic Partnerships, Strategy, Storage Solutions, Storage, Channel Partners, Start-ups, Enterprise Software, Sales Process, Sales Operations, Managed Services
Education
Harvard Business School
AMP 187
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Computer Information Systems and Corporate Strategy
Penn State University 1990 — 1995
BA, International Business/Management
London School of Economics and Political Science
European Economic Policy
Brocade November 2014 - Present
Brocade November 2013 - November 2014
Brocade 2008 - October 2013
Brocade 2007 - 2008
McDATA 2003 - 2006
Volera 1999 - 2003
Accenture June 1999 - August 1999
Citigroup 1997 - 1999
Citibank 1995 - 1997
Skills
Go-to-market Strategy, Data Center, Business Strategy, Sales Management, Channel, Management, Business Alliances, Sales Enablement, Cloud Computing, Solution Selling, Cross-functional Team..., Leadership, Strategic Partnerships, Strategy, Storage Solutions, Storage, Channel Partners, Start-ups, Enterprise Software, Sales Process, Sales Operations, Managed Services
Education
Harvard Business School
AMP 187
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Computer Information Systems and Corporate Strategy
Penn State University 1990 — 1995
BA, International Business/Management
London School of Economics and Political Science
European Economic Policy
Pete Bailey's Citigroup Experience 2006 - 2008
Job Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. 2014 - Present
Wells Fargo 2008 - 2014
Citigroup 2006 - 2008
U.S. Army 1998 - 2003
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Valuation, Energy, Defense, Aerospace &..., Leadership, Business Development, Strategic Planning
Education
Harvard Business School 2003 — 2005
M.B.A., General Management, Finance
United States Military Academy at West Point 1994 — 1998
B.S. General Management, Minor in Systems Engineering
Stephens Inc. 2014 - Present
Wells Fargo 2008 - 2014
Citigroup 2006 - 2008
U.S. Army 1998 - 2003
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Valuation, Energy, Defense, Aerospace &..., Leadership, Business Development, Strategic Planning
Education
Harvard Business School 2003 — 2005
M.B.A., General Management, Finance
United States Military Academy at West Point 1994 — 1998
B.S. General Management, Minor in Systems Engineering
Kane Hochster Kane Hochster's Citigroup Experience 2008 - 2010
Job Harvard Business School MBA Candidate
Industry Venture Capital & Private Equity
Experience
Francisco Partners January 2012 - June 2014
TA Associates August 2010 - January 2012
Citigroup 2008 - 2010
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Princeton University 2004 — 2008
AB, Politics, Finance
Francisco Partners January 2012 - June 2014
TA Associates August 2010 - January 2012
Citigroup 2008 - 2010
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Princeton University 2004 — 2008
AB, Politics, Finance
Sharon Lynn Sharon Lynn's Citigroup Experience April 1992 - September 2000
Job Product Support / IT Project Management
Industry Information Technology and Services
Experience
Lockheed Martin Information Technology January 2011 - May 2014
Lockheed Martin Information Technology January 2009 - December 2010
Lockheed Martin July 2004 - December 2008
First Data Merchant Services January 2000 - January 2001
Citigroup April 1992 - September 2000
Skills
Project Management, Requirements Analysis, Disaster Recovery, SharePoint, Program Management, Process Improvement, SDLC, Security, Databases, Enterprise Architecture, Integration, Change Management, Proposal Writing, Team Building, MS Project, Visio, Cross-functional Team..., Data Center, Analysis, Vendor Management, Management, Business Process..., Training, Requirements Gathering, ITIL, Windows / Apple / z/OS, Client Relationship..., Incident Management, Visual Communication, Technical Documentation, Technical Training, Technical Support, Time Management, Corporate Communications, Negotiation, Strategic Planning, Organization Skills, Client Presentation, PowerPoint, Analytic Problem Solving, Client Issue Resolution, Coaching & Mentoring, Information Technology, BMC Remedy, Testing, Software Documentation, Business Analysis, Documentation
Education
Harford Community College 2009 — 2012
Digital Media, Information Technology
Harford Community College 2008 — 2012
Associate of Arts, Digital Media
Harford Community College 1982 — 2011
Digital Design, Information Technology, Digital Design, 3.50
Lockheed Martin Information Technology January 2011 - May 2014
Lockheed Martin Information Technology January 2009 - December 2010
Lockheed Martin July 2004 - December 2008
First Data Merchant Services January 2000 - January 2001
Citigroup April 1992 - September 2000
Skills
Project Management, Requirements Analysis, Disaster Recovery, SharePoint, Program Management, Process Improvement, SDLC, Security, Databases, Enterprise Architecture, Integration, Change Management, Proposal Writing, Team Building, MS Project, Visio, Cross-functional Team..., Data Center, Analysis, Vendor Management, Management, Business Process..., Training, Requirements Gathering, ITIL, Windows / Apple / z/OS, Client Relationship..., Incident Management, Visual Communication, Technical Documentation, Technical Training, Technical Support, Time Management, Corporate Communications, Negotiation, Strategic Planning, Organization Skills, Client Presentation, PowerPoint, Analytic Problem Solving, Client Issue Resolution, Coaching & Mentoring, Information Technology, BMC Remedy, Testing, Software Documentation, Business Analysis, Documentation
Education
Harford Community College 2009 — 2012
Digital Media, Information Technology
Harford Community College 2008 — 2012
Associate of Arts, Digital Media
Harford Community College 1982 — 2011
Digital Design, Information Technology, Digital Design, 3.50
Anne Kim Anne Kim's Citigroup Experience 2003 - 2009
Job Senior Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2013 - Present
Morgan Stanley 2011 - 2013
Protiviti (Financial Risk Management Consulting firm) 2009 - 2011
Citigroup 2003 - 2009
Samsung SDS 1997 - 1998
Skills
Credit Risk, Financial Risk, Capital Markets, LGD, Fixed Income, Finance, Credit, Basel II, Portfolio Management, Derivatives, Quantitative Finance, Hedge Funds, Quantitative Analytics, Market Risk, Bloomberg, Valuation
Education
Harvard University
MA, Statistics
Yonsei University
BA, Mathematics
TIAA-CREF February 2013 - Present
Morgan Stanley 2011 - 2013
Protiviti (Financial Risk Management Consulting firm) 2009 - 2011
Citigroup 2003 - 2009
Samsung SDS 1997 - 1998
Skills
Credit Risk, Financial Risk, Capital Markets, LGD, Fixed Income, Finance, Credit, Basel II, Portfolio Management, Derivatives, Quantitative Finance, Hedge Funds, Quantitative Analytics, Market Risk, Bloomberg, Valuation
Education
Harvard University
MA, Statistics
Yonsei University
BA, Mathematics
Adam Margolin's Citigroup Experience July 1998 - May 2005
Job Principal at Spectrum Equity Investors
Industry Venture Capital & Private Equity
Experience
Spectrum Equity Investors June 2005 - Present
Verafin May 2014 - Present
Trintech January 2011 - Present
Business Monitor International August 2009 - April 2014
World-Check February 2007 - May 2011
Citigroup July 1998 - May 2005
Skills
Funding, Investment Banking, Private Equity, Strategy, Investments, New Business Development, Venture Capital, Strategic Planning, Mergers & Acquisitions, Valuation, Business Strategy, Product Development
Education
Harvard University 1994 — 1998
BA, English & American Literature
Spectrum Equity Investors June 2005 - Present
Verafin May 2014 - Present
Trintech January 2011 - Present
Business Monitor International August 2009 - April 2014
World-Check February 2007 - May 2011
Citigroup July 1998 - May 2005
Skills
Funding, Investment Banking, Private Equity, Strategy, Investments, New Business Development, Venture Capital, Strategic Planning, Mergers & Acquisitions, Valuation, Business Strategy, Product Development
Education
Harvard University 1994 — 1998
BA, English & American Literature
Rachel Jungyoung Kim Rachel Jungyoung Kim's Citigroup Experience August 2009 - Present
Job Vice President at Citi
Industry Financial Services
Experience
Citigroup August 2009 - Present
CITIBANK GLOBAL TRANSACTION May 2008 - August 2008
Cisco March 2008 - April 2008
Standard Chartered Bank June 2006 - July 2007
National Assembly of Republic of Korea January 2005 - April 2006
Skills
Cross-functional Team..., Management, Product Management, Strategy, Risk Management, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Master, Business Administration
Hankuk University of Foreign Studies 2003 — 2005
MA, Interpretation and Translation
Korea University 1996 — 2000
BS, Environmental Science
Citigroup August 2009 - Present
CITIBANK GLOBAL TRANSACTION May 2008 - August 2008
Cisco March 2008 - April 2008
Standard Chartered Bank June 2006 - July 2007
National Assembly of Republic of Korea January 2005 - April 2006
Skills
Cross-functional Team..., Management, Product Management, Strategy, Risk Management, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Master, Business Administration
Hankuk University of Foreign Studies 2003 — 2005
MA, Interpretation and Translation
Korea University 1996 — 2000
BS, Environmental Science
Edward Joback's Citigroup Experience 2004 - 2006
Job Director Shared Services Cost Management at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2014 - Present
Morgan Stanley 2013 - 2013
American International Group 2011 - 2012
American International Group 2010 - 2011
American International Group 2009 - 2010
American International Group 2007 - 2009
Citigroup 2004 - 2006
Skills
Insurance, Financial Analysis, Risk Management, Financial Modeling, Investments, Financial Risk, Financial Reporting, Strategic Financial..., Due Diligence, Internal Controls, Business Planning, Banking, Forecasting, Management, Finance, Analysis, Change Management, Portfolio Management, Outsourcing, Restructuring, Strategic Planning
Education
Harvard Business School
MBA
Seton Hall University
BS, Accounting and Economics
Credit Suisse 2014 - Present
Morgan Stanley 2013 - 2013
American International Group 2011 - 2012
American International Group 2010 - 2011
American International Group 2009 - 2010
American International Group 2007 - 2009
Citigroup 2004 - 2006
Skills
Insurance, Financial Analysis, Risk Management, Financial Modeling, Investments, Financial Risk, Financial Reporting, Strategic Financial..., Due Diligence, Internal Controls, Business Planning, Banking, Forecasting, Management, Finance, Analysis, Change Management, Portfolio Management, Outsourcing, Restructuring, Strategic Planning
Education
Harvard Business School
MBA
Seton Hall University
BS, Accounting and Economics
Vivian Lu Trembley Vivian Lu Trembley's Citigroup Experience 1997 - 2003
Job Staffing at Facebook
Industry Internet
Experience
Facebook May 2012 - Present
Google April 2008 - May 2012
Deutsche Bank 2007 - 2008
Lehman Brothers 2004 - 2007
Citigroup 1997 - 2003
CS FIrst Boston 1991 - 1993
Education
Williams College 1987 — 1991
BA, Economics
Harvard Business School
MBA
Princeton University
MPA / URP, International Development / Urban and Regional Planning
Facebook May 2012 - Present
Google April 2008 - May 2012
Deutsche Bank 2007 - 2008
Lehman Brothers 2004 - 2007
Citigroup 1997 - 2003
CS FIrst Boston 1991 - 1993
Education
Williams College 1987 — 1991
BA, Economics
Harvard Business School
MBA
Princeton University
MPA / URP, International Development / Urban and Regional Planning
Todd Benson's Citigroup Experience July 1991 - January 2000
Job Private Equity Investor / Managing Partner / Board Member
Industry Venture Capital & Private Equity
Experience
Herington LLC January 2011 - Present
L2: Business Intelligence for Digital June 2012 - Present
goldbug November 2012 - Present
Citi Private Equity & Mezzanine Partners January 2000 - December 2010
Citigroup July 1991 - January 2000
Skills
Mergers, Private Equity, Investments, Financial Analysis, Recapitalizations, Venture Capital, Mezzanine, Financial Modeling, Valuation, Corporate Governance, Capital Raising, Due Diligence, M&A experience, Acquisition Integration, Investor Relations, Buyouts, Strategy, Business Valuation, Hedge Funds, Corporate Finance, Business Planning, Business Strategy, Capital, Business Development, Portfolio Management, IPO, Alternative Investments, Private Placements, Entrepreneurship, Strategic Financial..., Securities, Strategic Planning, Change Management, Mergers & Acquisitions, Management Consulting, Equities, Corporate Development, Growth Capital, Start-ups, Angel Investing, Restructuring, Financial Services, Risk Management, Debt, Asset Managment, LBO, Finance, Turn Around Management, Executive Management, Investment Banking
Education
Harvard Business School 1989 — 1991
MBA
University of Kansas 1983 — 1987
BS
Herington LLC January 2011 - Present
L2: Business Intelligence for Digital June 2012 - Present
goldbug November 2012 - Present
Citi Private Equity & Mezzanine Partners January 2000 - December 2010
Citigroup July 1991 - January 2000
Skills
Mergers, Private Equity, Investments, Financial Analysis, Recapitalizations, Venture Capital, Mezzanine, Financial Modeling, Valuation, Corporate Governance, Capital Raising, Due Diligence, M&A experience, Acquisition Integration, Investor Relations, Buyouts, Strategy, Business Valuation, Hedge Funds, Corporate Finance, Business Planning, Business Strategy, Capital, Business Development, Portfolio Management, IPO, Alternative Investments, Private Placements, Entrepreneurship, Strategic Financial..., Securities, Strategic Planning, Change Management, Mergers & Acquisitions, Management Consulting, Equities, Corporate Development, Growth Capital, Start-ups, Angel Investing, Restructuring, Financial Services, Risk Management, Debt, Asset Managment, LBO, Finance, Turn Around Management, Executive Management, Investment Banking
Education
Harvard Business School 1989 — 1991
MBA
University of Kansas 1983 — 1987
BS
Kimberly Greenberger Kimberly Greenberger's Citigroup Experience July 2004 - August 2010
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Citigroup July 2004 - August 2010
Lehman Brothers 2002 - 2004
Credit Suisse 1999 - 2002
Education
Harvard Business School 1998 — 1999
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1987 — 1991
BS, Business
Morgan Stanley September 2010 - Present
Citigroup July 2004 - August 2010
Lehman Brothers 2002 - 2004
Credit Suisse 1999 - 2002
Education
Harvard Business School 1998 — 1999
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1987 — 1991
BS, Business
Josh Herrera Josh Herrera's Citigroup Experience August 2004 - October 2009
Job Director Head of Bank Debt Management at Barclays
Industry Banking
Experience
Barclays March 2015 - Present
Barclays May 2014 - March 2015
Barclays March 2013 - May 2014
Barclays July 2011 - March 2013
Barclays Capital October 2009 - July 2011
Citigroup August 2004 - October 2009
Skills
Management, Team Management, Loans, Commercial Banking, Syndications, Banking, CRM, Loan Servicing, Fixed Income, Credit, Strategy
Education
Hartwick College 2001 — 2004
BS, Accounting, Management, Finance
Barclays March 2015 - Present
Barclays May 2014 - March 2015
Barclays March 2013 - May 2014
Barclays July 2011 - March 2013
Barclays Capital October 2009 - July 2011
Citigroup August 2004 - October 2009
Skills
Management, Team Management, Loans, Commercial Banking, Syndications, Banking, CRM, Loan Servicing, Fixed Income, Credit, Strategy
Education
Hartwick College 2001 — 2004
BS, Accounting, Management, Finance
Casey Lehman's Citigroup Experience July 2007 - July 2008
Job
Industry Retail
Experience
Starbucks September 2014 - Present
Deloitte May 2011 - September 2014
Knewton, Inc February 2010 - August 2010
Gerson Lehrman Group July 2008 - May 2010
Citigroup July 2007 - July 2008
Staples June 2005 - August 2005
Skills
Analytics, Competitive Analysis, Financial Modeling, Telecommunications, Valuation, Start-ups, Business Analysis, Strategic Consulting, Market Analysis, Business Process..., Consulting, Due Diligence, Cross-functional Team..., Finance, Strategic Partnerships, Business Intelligence, Business Planning
Education
Harvard University
Economics
University of Virginia - Darden Graduate School of Business Administration
MBA
Starbucks September 2014 - Present
Deloitte May 2011 - September 2014
Knewton, Inc February 2010 - August 2010
Gerson Lehrman Group July 2008 - May 2010
Citigroup July 2007 - July 2008
Staples June 2005 - August 2005
Skills
Analytics, Competitive Analysis, Financial Modeling, Telecommunications, Valuation, Start-ups, Business Analysis, Strategic Consulting, Market Analysis, Business Process..., Consulting, Due Diligence, Cross-functional Team..., Finance, Strategic Partnerships, Business Intelligence, Business Planning
Education
Harvard University
Economics
University of Virginia - Darden Graduate School of Business Administration
MBA
Anna Johnson's Citigroup Experience 2002 - 2008
Job General Manager at SWERVE Fitness
Industry Health, Wellness and Fitness
Experience
SWERVE Fitness 2015 - Present
Edelman Consulting 2013 - 2014
Rent The Runway 2012 - 2013
Kurt Salmon 2010 - 2012
Chanel 2009 - 2009
Citigroup 2002 - 2008
Skills
Strategy, Operational Improvement, Supply Chain Consulting, Market Research, Competitive Analysis, Market Analysis, Corporate Development, Financial Modeling, Customer Insight, Analytics, Emerging Markets, Consumer Products, Leadership, Analysis, Business Strategy, E-commerce
Education
Harvard Business School 2008 — 2010
MBA
Wellesley College 1998 — 2002
BA, Economics
London School of Economics and Political Science 2000 — 2001
SWERVE Fitness 2015 - Present
Edelman Consulting 2013 - 2014
Rent The Runway 2012 - 2013
Kurt Salmon 2010 - 2012
Chanel 2009 - 2009
Citigroup 2002 - 2008
Skills
Strategy, Operational Improvement, Supply Chain Consulting, Market Research, Competitive Analysis, Market Analysis, Corporate Development, Financial Modeling, Customer Insight, Analytics, Emerging Markets, Consumer Products, Leadership, Analysis, Business Strategy, E-commerce
Education
Harvard Business School 2008 — 2010
MBA
Wellesley College 1998 — 2002
BA, Economics
London School of Economics and Political Science 2000 — 2001
Russell Constantine's Citigroup Experience May 2005 - July 2005
Job Chord Asset Management LLC
Industry Investment Management
Experience
Chord Asset Management LLC October 2012 - Present
Deutsche Bank July 2006 - September 2012
Citigroup May 2005 - July 2005
Cravath, Swaine & Moore LLP May 2004 - August 2004
Skills
Investment Banking, Private Equity, Mergers, Equities
Education
Harvard Law School 2003 — 2006
JD
Harvard Business School 2002 — 2006
MBA
Harvard University 1994 — 1998
AB
Teaneck High School 1990 — 1994
Chord Asset Management LLC October 2012 - Present
Deutsche Bank July 2006 - September 2012
Citigroup May 2005 - July 2005
Cravath, Swaine & Moore LLP May 2004 - August 2004
Skills
Investment Banking, Private Equity, Mergers, Equities
Education
Harvard Law School 2003 — 2006
JD
Harvard Business School 2002 — 2006
MBA
Harvard University 1994 — 1998
AB
Teaneck High School 1990 — 1994
Joanna Kao's Citigroup Experience 2006 - 2008
Job Strategy & Operations Manager at Trulia
Industry Internet
Experience
Trulia September 2014 - Present
TJX Companies August 2013 - August 2014
Arlington Capital Partners 2008 - 2011
Citigroup 2006 - 2008
Skills
Valuation, Corporate Finance, Investment Banking, Financial Modeling, Venture Capital, Private Equity
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Stanford University 2002 — 2006
BA, Economics, International Relations
Trulia September 2014 - Present
TJX Companies August 2013 - August 2014
Arlington Capital Partners 2008 - 2011
Citigroup 2006 - 2008
Skills
Valuation, Corporate Finance, Investment Banking, Financial Modeling, Venture Capital, Private Equity
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Stanford University 2002 — 2006
BA, Economics, International Relations
Tulani Ruffin's Citigroup Experience June 2007 - October 2008
Job Credit Analyst at Triumph Commerical Finance
Industry Financial Services
Experience
Triumph Commerical Finance July 2012 - Present
Run On, Inc November 2009 - April 2012
GE Commercial Finance November 2008 - February 2009
GE Capital formerly Citicapital 2009 - 2009
Citigroup June 2007 - October 2008
Citigroup March 2004 - June 2007
Citigroup October 2001 - March 2004
Citigroup April 2000 - May 2001
Citigroup August 1997 - April 2000
Skills
Management, Financial Risk, Financial Statement..., Credit Risk, Credit Analysis, Credit, Loans, Portfolio Management, Underwriting, Banking, Risk Management, Relationship Management, Financial Analysis, Operational Risk, Asset Based Lending, Commercial Lending, Commercial Banking
Education
Hampton University 1992 — 1996
Triumph Commerical Finance July 2012 - Present
Run On, Inc November 2009 - April 2012
GE Commercial Finance November 2008 - February 2009
GE Capital formerly Citicapital 2009 - 2009
Citigroup June 2007 - October 2008
Citigroup March 2004 - June 2007
Citigroup October 2001 - March 2004
Citigroup April 2000 - May 2001
Citigroup August 1997 - April 2000
Skills
Management, Financial Risk, Financial Statement..., Credit Risk, Credit Analysis, Credit, Loans, Portfolio Management, Underwriting, Banking, Risk Management, Relationship Management, Financial Analysis, Operational Risk, Asset Based Lending, Commercial Lending, Commercial Banking
Education
Hampton University 1992 — 1996
Phil G. Davis, II's Citigroup Experience March 2003 - July 2007
Job Financial Services and Operations Executive
Industry Financial Services
Experience
Think Finance 2015 - Present
IBACA - Intl Baseball Academy of Central America 2014 - Present
Vantiv July 2010 - March 2014
Town North Bank July 2007 - July 2010
TNB Nevada July 2007 - July 2010
Citigroup March 2003 - July 2007
NCO Group October 2000 - March 2003
Bank of America June 1978 - October 2000
Skills
Loans, Vendor Management, Credit, Banking, Portfolio Management, Relationship Management, Call Centers, Executive Management, Process Improvement, Credit Cards, Commercial Banking, Leadership, Retail Banking, Business Analysis, Mergers & Acquisitions, Management, Financial Risk, Team Building, Strategic Planning, Business Development, Commercial Lending, Analysis, Budgets, Call Center, Credit Risk, Customer Service, Financial Services, Risk Management, Sales, Payments, Strategy, Outsourcing, Program Management, Business Process...
Education
Hampden-Sydney College 1974 — 1978
Bachelor of Arts (BA)
Think Finance 2015 - Present
IBACA - Intl Baseball Academy of Central America 2014 - Present
Vantiv July 2010 - March 2014
Town North Bank July 2007 - July 2010
TNB Nevada July 2007 - July 2010
Citigroup March 2003 - July 2007
NCO Group October 2000 - March 2003
Bank of America June 1978 - October 2000
Skills
Loans, Vendor Management, Credit, Banking, Portfolio Management, Relationship Management, Call Centers, Executive Management, Process Improvement, Credit Cards, Commercial Banking, Leadership, Retail Banking, Business Analysis, Mergers & Acquisitions, Management, Financial Risk, Team Building, Strategic Planning, Business Development, Commercial Lending, Analysis, Budgets, Call Center, Credit Risk, Customer Service, Financial Services, Risk Management, Sales, Payments, Strategy, Outsourcing, Program Management, Business Process...
Education
Hampden-Sydney College 1974 — 1978
Bachelor of Arts (BA)
Cynthia Hallenbeck's Citigroup Experience 2007 - 2008
Job CFO at Environmental Defense Fund
Industry Nonprofit Organization Management
Experience
Environmental Defense Fund January 2014 - Present
Walker & Dunlop December 2010 - Present
HBS Women's Association of Greater New York June 2010 - May 2012
Council for Economic Education August 2010 - January 2012
Citigroup 2007 - 2008
Citigroup 2005 - 2006
Citigroup 2002 - 2005
Refco 2001 - 2001
Merrill Lynch 1999 - 2001
Merrill Lynch 1993 - 1997
Skills
Capital Markets, Finance, Treasury Management, Asset Managment, Options, Valuation, Portfolio Management, Corporate Finance, Management, Investment Banking, Investments, Private Equity, Financial Modeling, Venture Capital, Due Diligence, Mergers & Acquisitions
Education
Harvard Business School
MBA
Smith College
BA, Economics
Harley School
High School
Environmental Defense Fund January 2014 - Present
Walker & Dunlop December 2010 - Present
HBS Women's Association of Greater New York June 2010 - May 2012
Council for Economic Education August 2010 - January 2012
Citigroup 2007 - 2008
Citigroup 2005 - 2006
Citigroup 2002 - 2005
Refco 2001 - 2001
Merrill Lynch 1999 - 2001
Merrill Lynch 1993 - 1997
Skills
Capital Markets, Finance, Treasury Management, Asset Managment, Options, Valuation, Portfolio Management, Corporate Finance, Management, Investment Banking, Investments, Private Equity, Financial Modeling, Venture Capital, Due Diligence, Mergers & Acquisitions
Education
Harvard Business School
MBA
Smith College
BA, Economics
Harley School
High School
Nneka Uzoh's Citigroup Experience May 2008 - August 2008
Job MBA Candidate at Kellogg School of Management
Industry Oil & Energy
Experience
Kellogg School of Management September 2013 - Present
NextEra Energy Resources January 2012 - August 2013
NextEra Energy Resources July 2011 - March 2012
NextEra Energy Resources January 2011 - July 2011
NextEra Energy Resources June 2010 - January 2011
Educational Talent Search August 2006 - May 2009
Citigroup May 2008 - August 2008
Charles Schwab June 2007 - August 2007
Skills
Bloomberg, Analysis, Research, Investments, Equities, Energy, ICE, Natural Gas, Trading, Financial Analysis, Risk Management, Due Diligence, Financial Modeling, Asset Management, Valuation, Portfolio Management, Hedge Funds, Finance, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Tulane University 2009 — 2010
Master of Finance, Energy Specialization
Hampton University 2005 — 2009
Bachelor of Science, Finance
St. Francis 2001 — 2004
Kellogg School of Management September 2013 - Present
NextEra Energy Resources January 2012 - August 2013
NextEra Energy Resources July 2011 - March 2012
NextEra Energy Resources January 2011 - July 2011
NextEra Energy Resources June 2010 - January 2011
Educational Talent Search August 2006 - May 2009
Citigroup May 2008 - August 2008
Charles Schwab June 2007 - August 2007
Skills
Bloomberg, Analysis, Research, Investments, Equities, Energy, ICE, Natural Gas, Trading, Financial Analysis, Risk Management, Due Diligence, Financial Modeling, Asset Management, Valuation, Portfolio Management, Hedge Funds, Finance, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Tulane University 2009 — 2010
Master of Finance, Energy Specialization
Hampton University 2005 — 2009
Bachelor of Science, Finance
St. Francis 2001 — 2004
Beth Strobel's Citigroup Experience May 2004 - July 2007
Job Managing Partner at GrandLeap Consulting
Industry Financial Services
Experience
GrandLeap Consulting September 2015 - Present
Strategy, Marketing & Business Development Consultant February 2014 - Present
ARK Investment Management June 2014 - April 2015
PayPal May 2011 - July 2013
PayPal October 2010 - May 2011
PayPal July 2009 - October 2010
PayPal (an eBay Company) July 2008 - June 2009
Strategy Consulting June 2007 - July 2008
Citigroup May 2004 - July 2007
CMI Marketing 2001 - 2004
Skills
Business Alliances, Mobile Devices, Product Management, Brand Management, Marketing Analytics, Segmentation, Business Strategy, Finance, Strategic Partnerships, Electronic Payments, Cross-functional Team..., Marketing Strategy, Analytics, Management, Product Marketing, Start-ups, SaaS, CRM, Digital Strategy, Strategy, Business Development, E-commerce, Competitive Analysis, Go-to-market Strategy, Digital Marketing
Education
Harvard Business School
MBA
Worcester Polytechnic Institute
BSME, Mechanical Engineering
GrandLeap Consulting September 2015 - Present
Strategy, Marketing & Business Development Consultant February 2014 - Present
ARK Investment Management June 2014 - April 2015
PayPal May 2011 - July 2013
PayPal October 2010 - May 2011
PayPal July 2009 - October 2010
PayPal (an eBay Company) July 2008 - June 2009
Strategy Consulting June 2007 - July 2008
Citigroup May 2004 - July 2007
CMI Marketing 2001 - 2004
Skills
Business Alliances, Mobile Devices, Product Management, Brand Management, Marketing Analytics, Segmentation, Business Strategy, Finance, Strategic Partnerships, Electronic Payments, Cross-functional Team..., Marketing Strategy, Analytics, Management, Product Marketing, Start-ups, SaaS, CRM, Digital Strategy, Strategy, Business Development, E-commerce, Competitive Analysis, Go-to-market Strategy, Digital Marketing
Education
Harvard Business School
MBA
Worcester Polytechnic Institute
BSME, Mechanical Engineering
Raymond Jasen's Citigroup Experience February 2005 - August 2007
Job Principal/Partner at KPMG US
Industry Financial Services
Experience
KPMG US June 2014 - Present
AIG May 2012 - June 2014
Citigroup, Inc. February 2012 - May 2012
Citigroup, Inc. September 2007 - January 2012
Citigroup February 2005 - August 2007
Citi April 2002 - February 2005
Morgan Stanley November 1998 - March 2002
Cleary Gottlieb Steen & Hamilton LLP April 1996 - November 1998
Dewey Ballantine LLP September 1991 - March 1996
Mori Hamada & Matsumoto May 1989 - September 1989
Skills
International Tax, Tax Law, Compliance, Tax, Mergers, Mergers & Acquisitions, Tax Accounting, Income Tax, Auditing, Structured Finance, Tax Advisory, Financial Structuring, Credit, Strategic Thinking, Managerial Skills, Creative Problem Solving, Communication, Management, Due Diligence, Finance, Financial Analysis, Private Equity
Education
Harvard Law School 1988 — 1991
JD, Law
LIU Post 1984 — 1988
BA, Political Science
KPMG US June 2014 - Present
AIG May 2012 - June 2014
Citigroup, Inc. February 2012 - May 2012
Citigroup, Inc. September 2007 - January 2012
Citigroup February 2005 - August 2007
Citi April 2002 - February 2005
Morgan Stanley November 1998 - March 2002
Cleary Gottlieb Steen & Hamilton LLP April 1996 - November 1998
Dewey Ballantine LLP September 1991 - March 1996
Mori Hamada & Matsumoto May 1989 - September 1989
Skills
International Tax, Tax Law, Compliance, Tax, Mergers, Mergers & Acquisitions, Tax Accounting, Income Tax, Auditing, Structured Finance, Tax Advisory, Financial Structuring, Credit, Strategic Thinking, Managerial Skills, Creative Problem Solving, Communication, Management, Due Diligence, Finance, Financial Analysis, Private Equity
Education
Harvard Law School 1988 — 1991
JD, Law
LIU Post 1984 — 1988
BA, Political Science
Julia Xu's Citigroup Experience August 2006 - May 2008
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Freelance Consultant May 2013 - Present
Creative Artists Agency June 2012 - August 2012
Citi June 2008 - May 2011
Citigroup August 2006 - May 2008
Skills
FX Options, Trading, Options, Equity Derivatives, Currency, Bloomberg, Financial Modeling, Equities, Capital Markets, Derivatives, Entertainment, Business Development, Strategy, Due Diligence, Risk Management
Education
Harvard Business School 2011 — 2013
MBA
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Freelance Consultant May 2013 - Present
Creative Artists Agency June 2012 - August 2012
Citi June 2008 - May 2011
Citigroup August 2006 - May 2008
Skills
FX Options, Trading, Options, Equity Derivatives, Currency, Bloomberg, Financial Modeling, Equities, Capital Markets, Derivatives, Entertainment, Business Development, Strategy, Due Diligence, Risk Management
Education
Harvard Business School 2011 — 2013
MBA
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Lakeisha Munn Lewis's Citigroup Experience November 2003 - June 2007
Job Attorney
Industry Legal Services
Experience
USPTO August 2008 - Present
Citigroup November 2003 - June 2007
Skills
Legal Writing
Education
The Catholic University of America, Columbus School of Law 1999 — 2002
Hampton University 1994 — 1998
B.S., Finance
USPTO August 2008 - Present
Citigroup November 2003 - June 2007
Skills
Legal Writing
Education
The Catholic University of America, Columbus School of Law 1999 — 2002
Hampton University 1994 — 1998
B.S., Finance
George Garone's Citigroup Experience August 2009 - Present
Job Executive VP Global Head of CTI/CTO Sourcing
Industry Financial Services
Experience
Citi March 2015 - Present
Citigroup August 2009 - Present
Citigroup November 2004 - August 2009
Arrow Electronics, Inc November 1994 - October 2004
Hitachi Data Systems August 1976 - November 1994
Skills
IT Management, Business Continuity, Disaster Recovery, Vendor Management, Management, IT Service Delivery, IT Strategy, Data Center, Contract Negotiation, Strategic Planning, Outsourcing, IT Operations, ITIL, IT Outsourcing, Infrastructure..., Business Process..., PMO, Project Delivery, Risk Management, Mergers & Acquisitions, IT Service Management, Program Management, Service Delivery, Business Analysis, Business Intelligence, Executive Management, Enterprise Architecture, Infrastructure, Business Process, Enterprise Software, PMP, Information Technology, Offshoring, Governance, Cloud Computing, Information Security, Professional Services, Process Improvement, Pre-sales, Storage, Hardware, Team Management, Business Transformation, Cross-functional Team..., Integration, CRM, Process Engineering, Project Portfolio..., SDLC, SaaS
Education
Harvard Business School
Information Services
University of California, Los Angeles - The Anderson School of Management 1999 — 1999
Managing Information Resources
University of Maryland College Park 1999 — 1999
Center for Creative Leadership, Center for Creative Leadership
New York Institute of Technology 1974 — 1975
Computer Scince
Citi March 2015 - Present
Citigroup August 2009 - Present
Citigroup November 2004 - August 2009
Arrow Electronics, Inc November 1994 - October 2004
Hitachi Data Systems August 1976 - November 1994
Skills
IT Management, Business Continuity, Disaster Recovery, Vendor Management, Management, IT Service Delivery, IT Strategy, Data Center, Contract Negotiation, Strategic Planning, Outsourcing, IT Operations, ITIL, IT Outsourcing, Infrastructure..., Business Process..., PMO, Project Delivery, Risk Management, Mergers & Acquisitions, IT Service Management, Program Management, Service Delivery, Business Analysis, Business Intelligence, Executive Management, Enterprise Architecture, Infrastructure, Business Process, Enterprise Software, PMP, Information Technology, Offshoring, Governance, Cloud Computing, Information Security, Professional Services, Process Improvement, Pre-sales, Storage, Hardware, Team Management, Business Transformation, Cross-functional Team..., Integration, CRM, Process Engineering, Project Portfolio..., SDLC, SaaS
Education
Harvard Business School
Information Services
University of California, Los Angeles - The Anderson School of Management 1999 — 1999
Managing Information Resources
University of Maryland College Park 1999 — 1999
Center for Creative Leadership, Center for Creative Leadership
New York Institute of Technology 1974 — 1975
Computer Scince
Jim DeMay's Citigroup Experience 2003 - 2010
Job Director, Government Relations at Pfizer
Industry Government Relations
Experience
Pfizer June 2011 - Present
U.S. Bank 2010 - July 2011
Citigroup 2003 - 2010
Hamline University 2003 - 2010
DeMay and Associates 1997 - 2002
Dewey Square Group 1995 - 1997
National Democratic Institute (NDI) 1994 - 1995
U.S. Department of Commerce 1993 - 1994
Skills
Public Affairs, Grassroots Organizing, Politics, Economic Development, Policy, Strategic Communications, Public Policy, Government, Strategic Planning, Public Speaking, Policy Analysis, Fundraising, Non-profits, Community Outreach, Media Relations, Leadership, Internal Communications, Research, Public Relations, Healthcare, Political Campaigns, International Relations, Legislative Relations
Education
University of Wisconsin-Madison 1984 — 1987
B.A., Political Science, Economics
Hamline University
M.A., Public Administration and Policy
Mounds View HS
Virginia Polytechnic Institute and State University
Graduate Studies in Political Science, International Relations and Affairs
Pfizer June 2011 - Present
U.S. Bank 2010 - July 2011
Citigroup 2003 - 2010
Hamline University 2003 - 2010
DeMay and Associates 1997 - 2002
Dewey Square Group 1995 - 1997
National Democratic Institute (NDI) 1994 - 1995
U.S. Department of Commerce 1993 - 1994
Skills
Public Affairs, Grassroots Organizing, Politics, Economic Development, Policy, Strategic Communications, Public Policy, Government, Strategic Planning, Public Speaking, Policy Analysis, Fundraising, Non-profits, Community Outreach, Media Relations, Leadership, Internal Communications, Research, Public Relations, Healthcare, Political Campaigns, International Relations, Legislative Relations
Education
University of Wisconsin-Madison 1984 — 1987
B.A., Political Science, Economics
Hamline University
M.A., Public Administration and Policy
Mounds View HS
Virginia Polytechnic Institute and State University
Graduate Studies in Political Science, International Relations and Affairs
Todd Hoelzle's Citigroup Experience October 1998 - December 2001
Job Senior Financial Analyst at Stonegate Mortgage Corporation (NYSE: SGM)
Industry Financial Services
Experience
Stonegate Mortgage Corporation (NYSE: SGM) May 2014 - Present
SourceHOV December 2013 - April 2014
Saxon Mortgage June 2009 - December 2012
Homecomings Financial February 2007 - June 2009
GMAC Rescap February 2007 - June 2009
Trammell Crow 2001 - 2006
Citigroup October 1998 - December 2001
The Associates 1998 - 2001
DSC 1997 - 1998
FoxMeyer 1995 - 1997
Skills
Financial Modeling, Financial Analysis, Essbase, Financial Reporting, Variance Analysis, Strategic Financial..., Corporate Finance, Forecasting, Accounting, Analysis, Mergers, Finance
Education
Harding University 1989 — 1994
BBA, Accounting
Stonegate Mortgage Corporation (NYSE: SGM) May 2014 - Present
SourceHOV December 2013 - April 2014
Saxon Mortgage June 2009 - December 2012
Homecomings Financial February 2007 - June 2009
GMAC Rescap February 2007 - June 2009
Trammell Crow 2001 - 2006
Citigroup October 1998 - December 2001
The Associates 1998 - 2001
DSC 1997 - 1998
FoxMeyer 1995 - 1997
Skills
Financial Modeling, Financial Analysis, Essbase, Financial Reporting, Variance Analysis, Strategic Financial..., Corporate Finance, Forecasting, Accounting, Analysis, Mergers, Finance
Education
Harding University 1989 — 1994
BBA, Accounting
DeWayne Shaw's Citigroup Experience January 1997 - December 2004
Job Managing Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2004 - Present
Citigroup January 1997 - December 2004
Education
Harvard Business School 1996 — 1998
Goldman Sachs December 2004 - Present
Citigroup January 1997 - December 2004
Education
Harvard Business School 1996 — 1998
Brad Hildreth's Citigroup Experience 2004 - March 2008
Job VP Compliance at AIG
Industry Banking
Experience
AIG March 2008 - Present
AIG Corporate O&S 2008 - Present
Citigroup 2004 - March 2008
Citi 2004 - 2008
Thor Technologies (Bought by Oracle) January 2003 - January 2004
Gartner 1999 - 2002
Skills
Information Security, Risk Management, Business Continuity, CISSP, Information Security..., Vendor Management, Disaster Recovery, Security, IT Strategy, Program Management, Governance, CISA, CISM, Sarbanes-Oxley Act, Management, Enterprise Architecture, Information Technology, Business Process, Product Management, Identity Management, Business Analysis, COBIT, Enterprise Risk..., ITIL, Operational Risk..., PMO, SDLC, Risk Assessment, Data Center, IT Management, PCI DSS
Education
The Johns Hopkins University 1984 — 1988
MSABS, Applied Behavioral Science
Rensselaer Polytechnic Institute 1980 — 1984
BS, Electrical Engineering
Harvard University
AIG March 2008 - Present
AIG Corporate O&S 2008 - Present
Citigroup 2004 - March 2008
Citi 2004 - 2008
Thor Technologies (Bought by Oracle) January 2003 - January 2004
Gartner 1999 - 2002
Skills
Information Security, Risk Management, Business Continuity, CISSP, Information Security..., Vendor Management, Disaster Recovery, Security, IT Strategy, Program Management, Governance, CISA, CISM, Sarbanes-Oxley Act, Management, Enterprise Architecture, Information Technology, Business Process, Product Management, Identity Management, Business Analysis, COBIT, Enterprise Risk..., ITIL, Operational Risk..., PMO, SDLC, Risk Assessment, Data Center, IT Management, PCI DSS
Education
The Johns Hopkins University 1984 — 1988
MSABS, Applied Behavioral Science
Rensselaer Polytechnic Institute 1980 — 1984
BS, Electrical Engineering
Harvard University
Wambui Maina's Citigroup Experience 2007 - 2008
Job Principal
Industry Financial Services
Experience
Collaborative Experts November 2011 - Present
Isabella's Cafe May 2010 - December 2011
Edgar, Dunn & Company September 2008 - February 2010
Citi July 2007 - August 2008
Citigroup 2007 - 2008
AT&T May 1998 - June 2005
Skills
Analytics, Banking, Business Strategy, Competitive Analysis, Corporate Development, Credit Cards, Entrepreneurship, Financial Modeling, Food, Management, Management Consulting, Market Research, Mergers, Private Equity, Restaurants, Strategy, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Project Management
Education
Harvard Business School 2005 — 2007
MBA
Collaborative Experts November 2011 - Present
Isabella's Cafe May 2010 - December 2011
Edgar, Dunn & Company September 2008 - February 2010
Citi July 2007 - August 2008
Citigroup 2007 - 2008
AT&T May 1998 - June 2005
Skills
Analytics, Banking, Business Strategy, Competitive Analysis, Corporate Development, Credit Cards, Entrepreneurship, Financial Modeling, Food, Management, Management Consulting, Market Research, Mergers, Private Equity, Restaurants, Strategy, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Project Management
Education
Harvard Business School 2005 — 2007
MBA
Marc Fryburg's Citigroup Experience 1997 - Present
Job Director at Citi Securities and Fund Services
Industry Banking
Experience
Citi July 1997 - Present
Citi Group July 1997 - Present
Citibank July 1997 - Present
Citigroup Global Transaction Services July 1997 - Present
Citigroup 1997 - Present
ISITC 1997 - Present
JPMorgan Chase March 1986 - July 1997
JPMorgan 1986 - 1997
Chase Manhattan Bank 1986 - 1997
Skills
Settlement, Valuation, Securities, Risk Management, Relationship Management, Product Management, Portfolio Management, Payments, Mutual Funds, Middle Office, Key Account..., Hedge Funds, Investment Banking, Global Custody, Fixed Income, Financial Services, Financial Risk, Financial Markets, Equities, Credit Risk, Corporate Actions, Capital Markets, Derivatives, Asset Management, Back Office, Banking, Bonds
Education
Hartwick College 1981 — 1985
Citi July 1997 - Present
Citi Group July 1997 - Present
Citibank July 1997 - Present
Citigroup Global Transaction Services July 1997 - Present
Citigroup 1997 - Present
ISITC 1997 - Present
JPMorgan Chase March 1986 - July 1997
JPMorgan 1986 - 1997
Chase Manhattan Bank 1986 - 1997
Skills
Settlement, Valuation, Securities, Risk Management, Relationship Management, Product Management, Portfolio Management, Payments, Mutual Funds, Middle Office, Key Account..., Hedge Funds, Investment Banking, Global Custody, Fixed Income, Financial Services, Financial Risk, Financial Markets, Equities, Credit Risk, Corporate Actions, Capital Markets, Derivatives, Asset Management, Back Office, Banking, Bonds
Education
Hartwick College 1981 — 1985
Justin Boisseau's Citigroup Experience 1999 - 2003
Job Managing Partner at Gates Capital Management
Industry Investment Management
Experience
Gates Capital Management June 2003 - Present
Citigroup 1999 - 2003
Salomon Smith Barney 1999 - 2003
Skills
Private Equity, Capital Markets, Equities, Hedge Funds, Investments, Corporate Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Strategic Planning, Alternative Investments
Education
Harvard Law School 1996 — 1999
Doctor of Law (JD)
Kansas State University 1992 — 1996
BS, Finance, American Ethnic Studies
Gates Capital Management June 2003 - Present
Citigroup 1999 - 2003
Salomon Smith Barney 1999 - 2003
Skills
Private Equity, Capital Markets, Equities, Hedge Funds, Investments, Corporate Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Strategic Planning, Alternative Investments
Education
Harvard Law School 1996 — 1999
Doctor of Law (JD)
Kansas State University 1992 — 1996
BS, Finance, American Ethnic Studies
Leonid Udov's Citigroup Experience May 2004 - Present
Job Vice President at Citigroup, PMP
Industry Computer Software
Experience
Citigroup May 2004 - Present
Thomson Financial August 1999 - May 2004
First Albany Corporation October 1997 - July 1999
Skills
Microsoft SQL Server, C#, SDLC, Business Intelligence, Project Management, PMP, Software Development, Databases, Agile Methodologies, Web Services, Integration, Enterprise Software, Oracle, Requirements Gathering, .NET, Software Engineering, CRM
Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina 1981 — 1987
M.S., Physics
Citigroup May 2004 - Present
Thomson Financial August 1999 - May 2004
First Albany Corporation October 1997 - July 1999
Skills
Microsoft SQL Server, C#, SDLC, Business Intelligence, Project Management, PMP, Software Development, Databases, Agile Methodologies, Web Services, Integration, Enterprise Software, Oracle, Requirements Gathering, .NET, Software Engineering, CRM
Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina 1981 — 1987
M.S., Physics
Jennifer Rogich's Citigroup Experience 1995 - 2000
Job Chief Administrative Officer & HR Leader, Global Specialties at Marsh
Industry Human Resources
Experience
Marsh April 2012 - Present
Marsh Inc. August 2002 - April 2012
ZonaFinanciera 2000 - 2001
Capital One 2000 - 2000
Citigroup 1995 - 2000
Teltech Resource Network 1991 - 1995
Education
University of Minnesota - Carlson School of Management 1992 — 1995
MA, Industrial Relations
Hamline University 1986 — 1990
BA, German, Sociology
The University of Freiburg 1988 — 1989
German/Study Abroad
NPHS
Marsh April 2012 - Present
Marsh Inc. August 2002 - April 2012
ZonaFinanciera 2000 - 2001
Capital One 2000 - 2000
Citigroup 1995 - 2000
Teltech Resource Network 1991 - 1995
Education
University of Minnesota - Carlson School of Management 1992 — 1995
MA, Industrial Relations
Hamline University 1986 — 1990
BA, German, Sociology
The University of Freiburg 1988 — 1989
German/Study Abroad
NPHS
Pradeep Hathiramani's Citigroup Experience September 1996 - May 1998
Job Managing Director / Head of First Star Aviation at Fifth Street Finance
Industry Airlines/Aviation
Experience
Fifth Street Management LLC August 2013 - Present
KKR November 2006 - April 2013
KKR Financial LLC March 2006 - October 2006
GATX June 1998 - February 2006
Citigroup September 1996 - May 1998
ICF International 1991 - 1994
Skills
Hedge Funds, Private Equity, Valuation, Financial Modeling, Due Diligence, Investment Banking, Corporate Finance, Mergers, Restructuring, Financial Analysis, Financial Structuring, Portfolio Management, Finance, Risk Management, Corporate Development, Strategy, Leveraged Finance, Structured Finance, Credit Risk, Alternative Investments, Credit Analysis, Fixed Income, Special Situations, Investment Strategies, Loans, Mezzanine, High Yield, Strategic Planning, Aerospace, Aircraft Leasing, Commercial Aviation
Education
Harvard Business School 1994 — 1996
MBA
Vassar College 1987 — 1991
1991, Economics / French
Fifth Street Management LLC August 2013 - Present
KKR November 2006 - April 2013
KKR Financial LLC March 2006 - October 2006
GATX June 1998 - February 2006
Citigroup September 1996 - May 1998
ICF International 1991 - 1994
Skills
Hedge Funds, Private Equity, Valuation, Financial Modeling, Due Diligence, Investment Banking, Corporate Finance, Mergers, Restructuring, Financial Analysis, Financial Structuring, Portfolio Management, Finance, Risk Management, Corporate Development, Strategy, Leveraged Finance, Structured Finance, Credit Risk, Alternative Investments, Credit Analysis, Fixed Income, Special Situations, Investment Strategies, Loans, Mezzanine, High Yield, Strategic Planning, Aerospace, Aircraft Leasing, Commercial Aviation
Education
Harvard Business School 1994 — 1996
MBA
Vassar College 1987 — 1991
1991, Economics / French
Jessica Che-Mponda's Citigroup Experience 1999 - 2006
Job Project Manager
Industry Financial Services
Holly (Cisek) Coghlan's Citigroup Experience January 2008 - January 2010
Job Business Client Development/Telesales at BMo/Harris Bank
Industry Financial Services
Experience
BMO/Harris Bank January 2010 - Present
Citigroup January 2008 - January 2010
Option One Mortgage 2001 - 2008
Parkway Mortgage 1997 - 2000
Education
Harper College 1992 — 1994
BMO/Harris Bank January 2010 - Present
Citigroup January 2008 - January 2010
Option One Mortgage 2001 - 2008
Parkway Mortgage 1997 - 2000
Education
Harper College 1992 — 1994
Mitchell Hara's Citigroup Experience 2004 - 2007
Job Senior Corporate Strategy, Finance, M&A and Investment Executive with Extensive Retail, CPG, Media & Internet Experience
Industry Financial Services
Experience
HSN, INC. April 2011 - December 2014
Peter J. Solomon Company September 2007 - April 2011
Citigroup 2004 - 2007
Merrill Lynch 1999 - 2002
Peter J. Solomon Company 1996 - 1999
Wasserstein Perella 1993 - 1996
Citicorp International Group, KK 1989 - 1991
Citicorp / Citibank, NA. 1986 - 1989
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Leveraged Finance, Mergers, Corporate Development, Corporate Finance, Structured Finance, Investments, Venture Capital, Financial Modeling, Business Strategy, Private Placements, M&A experience, Strategy, Financial Structuring, Due Diligence, IPO, Valuation, Emerging Markets, Acquisitions, Entrepreneurship, Financial Analysis, Strategic Planning, Banking, Start-ups, Executive Management, Finance, Hedge Funds, Investor Relations, Divestitures, Securities, Capital Markets, Restructuring, Asset Management, Management, Equities, Strategic Partnerships, Business Development, Leadership, E-commerce, Multi-channel Retail, Retail, Digital Video, Mobile Commerce
Education
Harvard Business School
Master of Business Administration (MBA)
Middlebury College
Language, Japanese
Syracuse University - Martin J. Whitman School of Management
BS, Finance
HSN, INC. April 2011 - December 2014
Peter J. Solomon Company September 2007 - April 2011
Citigroup 2004 - 2007
Merrill Lynch 1999 - 2002
Peter J. Solomon Company 1996 - 1999
Wasserstein Perella 1993 - 1996
Citicorp International Group, KK 1989 - 1991
Citicorp / Citibank, NA. 1986 - 1989
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Leveraged Finance, Mergers, Corporate Development, Corporate Finance, Structured Finance, Investments, Venture Capital, Financial Modeling, Business Strategy, Private Placements, M&A experience, Strategy, Financial Structuring, Due Diligence, IPO, Valuation, Emerging Markets, Acquisitions, Entrepreneurship, Financial Analysis, Strategic Planning, Banking, Start-ups, Executive Management, Finance, Hedge Funds, Investor Relations, Divestitures, Securities, Capital Markets, Restructuring, Asset Management, Management, Equities, Strategic Partnerships, Business Development, Leadership, E-commerce, Multi-channel Retail, Retail, Digital Video, Mobile Commerce
Education
Harvard Business School
Master of Business Administration (MBA)
Middlebury College
Language, Japanese
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Mallory Anderson's Citigroup Experience January 2008 - Present
Job Director at Citigroup
Industry Banking
Experience
Citigroup January 2008 - Present
Citi 2008 - Present
Bank of America March 1988 - June 2007
Skills
Credit, Banking, Strategic Planning, Process Improvement, Vendor Management, Financial Services, Commercial Card, Credit Cards, Risk Management, Portfolio Management, Relationship Management, Business Analysis, Team Leadership
Education
Hampton University
Citigroup January 2008 - Present
Citi 2008 - Present
Bank of America March 1988 - June 2007
Skills
Credit, Banking, Strategic Planning, Process Improvement, Vendor Management, Financial Services, Commercial Card, Credit Cards, Risk Management, Portfolio Management, Relationship Management, Business Analysis, Team Leadership
Education
Hampton University
Vladimir Detushev's Citigroup Experience 2001 - 2004
Job Solution Architect / Sr. Oracle Developer / SQL Server DBA / Developer at FM Facility Maintenance
Industry Information Technology and Services
Experience
FM Facility Maintenance January 2012 - Present
CIGNA June 2010 - December 2011
ISO New England May 2008 - May 2010
The Hartford Insurance Group May 2007 - November 2007
Vatti / Manhattan Group January 2007 - May 2007
The Hartford Insurance Group November 2005 - January 2007
Citigroup 2001 - 2004
Skills
Agile Methodologies, Analysis, Business Analysis, Data Warehousing
Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina 1988 — 1994
MS, Mechanical Engineering
FM Facility Maintenance January 2012 - Present
CIGNA June 2010 - December 2011
ISO New England May 2008 - May 2010
The Hartford Insurance Group May 2007 - November 2007
Vatti / Manhattan Group January 2007 - May 2007
The Hartford Insurance Group November 2005 - January 2007
Citigroup 2001 - 2004
Skills
Agile Methodologies, Analysis, Business Analysis, Data Warehousing
Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina 1988 — 1994
MS, Mechanical Engineering
Eileen Furukawa's Citigroup Experience 1999 - 2008
Job Portfolio Manager at Moon Capital
Industry Investment Management
Experience
Moon Capital 2009 - Present
Citigroup 1999 - 2008
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Harvard Law School 1990 — 1991
University of California, Berkeley - School of Law
Moon Capital 2009 - Present
Citigroup 1999 - 2008
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Harvard Law School 1990 — 1991
University of California, Berkeley - School of Law
Ahmad Tabari's Citigroup Experience January 1993 - January 1995
Job General manager, IDS
Industry Pharmaceuticals
Experience
IDS 2000 - Present
ABN AMRO January 1995 - January 1998
Citigroup January 1993 - January 1995
Cleary Gottlieb Steen & Hamilton LLP January 1991 - January 1993
Education
Harvard Law School 1987 — 1990
JD
Massachusetts Institute of Technology 1983 — 1987
B.Sc., Electrical Engineering and Computer Science
IDS 2000 - Present
ABN AMRO January 1995 - January 1998
Citigroup January 1993 - January 1995
Cleary Gottlieb Steen & Hamilton LLP January 1991 - January 1993
Education
Harvard Law School 1987 — 1990
JD
Massachusetts Institute of Technology 1983 — 1987
B.Sc., Electrical Engineering and Computer Science
Brian Carlton Byrd's Citigroup Experience July 1986 - August 1990
Job President & CEO CEIG, Inc.New Breed W
Industry Wireless
Experience
New Breed w August 2002 - Present
Lee World April 2009 - Present
Citizen's Entertainment Fund June 2012 - Present
Lee World Chinese Media Fund March 2009 - January 2011
CEIG, Inc. January 1996 - September 2002
Bear Stearns August 1992 - September 1995
McKinsey & Company June 1991 - August 1991
Citigroup July 1986 - August 1990
Skills
Strategy, Finance, Partnerships, Corporate Development, Start-ups, Strategic Partnerships, Entrepreneurship, Financial Modeling, Business Development, Business Strategy, Due Diligence, Executive Management
Education
Harvard Business School
MBA
Morehouse College
B.A., Finance
New Breed w August 2002 - Present
Lee World April 2009 - Present
Citizen's Entertainment Fund June 2012 - Present
Lee World Chinese Media Fund March 2009 - January 2011
CEIG, Inc. January 1996 - September 2002
Bear Stearns August 1992 - September 1995
McKinsey & Company June 1991 - August 1991
Citigroup July 1986 - August 1990
Skills
Strategy, Finance, Partnerships, Corporate Development, Start-ups, Strategic Partnerships, Entrepreneurship, Financial Modeling, Business Development, Business Strategy, Due Diligence, Executive Management
Education
Harvard Business School
MBA
Morehouse College
B.A., Finance
Bill Royer's Citigroup Experience 1974 - 2007
Job Independent Photography Professional
Industry Photography
Experience
Citigroup 1974 - 2007
Skills
Strategic Planning, Advertising, Marketing Strategy, Business Strategy, Marketing, Team Building, Leadership, Management, Sales Management, Mergers & Acquisitions, Negotiation, Social Media, PowerPoint, Customer Service, E-commerce, Public Relations, Public Speaking, Risk Management, Microsoft Excel, Budgets, Business Development, Analysis, Business Planning, New Business Development, Sales, Project Management, Management Consulting, Product Development, Change Management, Credit, Program Management, Operations Management, Event Management, Banking, Process Improvement, Photography, Strategy, Syndications, Insurance, Social Media Marketing, Start-ups, Surf Photography, Finance, Portfolio Management, Photo Cards, Leaf Capture, Alternative Processes, Mamiya, Art Reproduction, Color Photography
Education
Harvard Business School
Stanford University
Citigroup 1974 - 2007
Skills
Strategic Planning, Advertising, Marketing Strategy, Business Strategy, Marketing, Team Building, Leadership, Management, Sales Management, Mergers & Acquisitions, Negotiation, Social Media, PowerPoint, Customer Service, E-commerce, Public Relations, Public Speaking, Risk Management, Microsoft Excel, Budgets, Business Development, Analysis, Business Planning, New Business Development, Sales, Project Management, Management Consulting, Product Development, Change Management, Credit, Program Management, Operations Management, Event Management, Banking, Process Improvement, Photography, Strategy, Syndications, Insurance, Social Media Marketing, Start-ups, Surf Photography, Finance, Portfolio Management, Photo Cards, Leaf Capture, Alternative Processes, Mamiya, Art Reproduction, Color Photography
Education
Harvard Business School
Stanford University
mark simon's Citigroup Experience May 2002 - October 2005
Job advisor, torreya partners
Industry Biotechnology
Experience
Torreya Partners 2007 - Present
Citigroup May 2002 - October 2005
Robertson Stephens June 1989 - May 2002
Skills
Venture Capital, Mergers, Corporate Development, Valuation, Investment Banking, Business Strategy, Due Diligence, Private Equity, Biotechnology, Financial Modeling, Lifesciences
Education
Harvard Business School 1987 — 1989
MBA-1989
Columbia College 1980 — 1984
edgemont 1976 — 1980
high school degree
Torreya Partners 2007 - Present
Citigroup May 2002 - October 2005
Robertson Stephens June 1989 - May 2002
Skills
Venture Capital, Mergers, Corporate Development, Valuation, Investment Banking, Business Strategy, Due Diligence, Private Equity, Biotechnology, Financial Modeling, Lifesciences
Education
Harvard Business School 1987 — 1989
MBA-1989
Columbia College 1980 — 1984
edgemont 1976 — 1980
high school degree
Chinedu Ezetah's Citigroup Experience August 2008 - Present
Job Director and Associate General Counsel, Citigroup Global Markets
Industry Law Practice
Experience
Citigroup August 2008 - Present
Old Lane May 2007 - June 2008
Old Lane 2007 - 2008
UBS August 2004 - May 2007
Cadwalader, Wickersham & Taft LLP April 2001 - June 2004
Davis Polk & Wardwell October 1998 - March 2001
Skills
Capital Markets, Structured Finance, Mergers, Derivatives, Equities, Strategy, Securities, Private Equity, Corporate Governance, Hedge Funds, Securities Regulation, Corporate Law
Education
Harvard Law School 1997 — 1998
LL.M, Banking, Corporate, Finance, and Securities Law
University of British Columbia, Vancouver 1996 — 1997
LLM, International Law
Citigroup August 2008 - Present
Old Lane May 2007 - June 2008
Old Lane 2007 - 2008
UBS August 2004 - May 2007
Cadwalader, Wickersham & Taft LLP April 2001 - June 2004
Davis Polk & Wardwell October 1998 - March 2001
Skills
Capital Markets, Structured Finance, Mergers, Derivatives, Equities, Strategy, Securities, Private Equity, Corporate Governance, Hedge Funds, Securities Regulation, Corporate Law
Education
Harvard Law School 1997 — 1998
LL.M, Banking, Corporate, Finance, and Securities Law
University of British Columbia, Vancouver 1996 — 1997
LLM, International Law
Andrea Buford's Citigroup Experience July 2006 - Present
Job FIU Senior Compliance, VP
Industry Financial Services
Experience
Citigroup July 2006 - Present
Skills
AML, Fraud, USA PATRIOT Act, OFAC, Bank Secrecy Act, Risk Management, KYC, Banking, Credit Cards, Credit, Loss Mitigation, Financial Risk, Loans, Sanction, Operational Risk..., Process Improvement, Anti Money Laundering, Analysis, Operational Risk, Financial Services, Business Analysis, Due Diligence, Retail Banking, Risk Assessment, Commercial Banking, Fraud Detection, FINRA, Transaction Processing, Financial Institutions, Financial Analysis, Consumer Lending, Debit Cards, Call Centers, Risk Analysis, Deposits, Cross Selling, Internet Banking, Investigation, Finance, Credit Risk, Internal Audit, Payments, Regulations, Securities, Financial Regulation, Policy, Customer Service, Microsoft Office
Education
Kaplan University 2007 — 2009
B.S., Criminal Justice
Hampton University 1995 — 1996
None, Liberal Arts and Sciences/Liberal Studies
Citigroup July 2006 - Present
Skills
AML, Fraud, USA PATRIOT Act, OFAC, Bank Secrecy Act, Risk Management, KYC, Banking, Credit Cards, Credit, Loss Mitigation, Financial Risk, Loans, Sanction, Operational Risk..., Process Improvement, Anti Money Laundering, Analysis, Operational Risk, Financial Services, Business Analysis, Due Diligence, Retail Banking, Risk Assessment, Commercial Banking, Fraud Detection, FINRA, Transaction Processing, Financial Institutions, Financial Analysis, Consumer Lending, Debit Cards, Call Centers, Risk Analysis, Deposits, Cross Selling, Internet Banking, Investigation, Finance, Credit Risk, Internal Audit, Payments, Regulations, Securities, Financial Regulation, Policy, Customer Service, Microsoft Office
Education
Kaplan University 2007 — 2009
B.S., Criminal Justice
Hampton University 1995 — 1996
None, Liberal Arts and Sciences/Liberal Studies
Alan Li's Citigroup Experience December 2009 - April 2011
Job Senior Core Java Developer, Margin Risk project in Core Java / Spring
Industry Banking
Experience
Credit Suisse December 2014 - Present
Bank of America July 2013 - November 2014
Barclays Capital May 2011 - April 2012
CitiGroup December 2009 - April 2011
Merrill Lynch January 2002 - November 2009
Deutsche Bank April 2000 - December 2001
AT&T Bell Labs June 1998 - December 1999
Skills
Weblogic, Spring, Hibernate, Struts, Java Enterprise Edition, Tomcat, Swing, Design Patterns, Core Java, AJAX, Sybase, JMS, Websphere, EJB, Ant
Education
University of Regina 1996 — 1998
Master of Computer Science, Computer Science, superior
Harbin Engineering University 1985 — 1998
Master's degree, Engineering, superior
Shanghai Jiao Tong University 1981 — 1985
Bachelor's degree, Engineering, superior
Credit Suisse December 2014 - Present
Bank of America July 2013 - November 2014
Barclays Capital May 2011 - April 2012
CitiGroup December 2009 - April 2011
Merrill Lynch January 2002 - November 2009
Deutsche Bank April 2000 - December 2001
AT&T Bell Labs June 1998 - December 1999
Skills
Weblogic, Spring, Hibernate, Struts, Java Enterprise Edition, Tomcat, Swing, Design Patterns, Core Java, AJAX, Sybase, JMS, Websphere, EJB, Ant
Education
University of Regina 1996 — 1998
Master of Computer Science, Computer Science, superior
Harbin Engineering University 1985 — 1998
Master's degree, Engineering, superior
Shanghai Jiao Tong University 1981 — 1985
Bachelor's degree, Engineering, superior
Ann Fore, CISSP's Citigroup Experience March 2004 - August 2005
Job Information Security Analyst at Undisclosed Company
Industry Information Technology and Services
Experience
CHRISTUS Health March 2013 - September 2013
Homeward Residential, Inc. August 2009 - March 2013
Countrywide December 2005 - January 2009
Encore 2 August 2005 - December 2005
Citigroup March 2004 - August 2005
Parkland Hospital March 2001 - March 2004
Bank of America October 1993 - March 2001
Sun Exploration and Production Company 1979 - 1988
Skills
Information Security, Business Continuity..., ISO 27001, HIPAA, Sarbanes-Oxley Act, Computer Security, Security, Governance, Gap Analysis, Internal Audit, Business Process..., Project Management, Business Process, Internal Controls, Technical Writing, Networking, Risk Management, SDLC, CISSP, Business Continuity, Vendor Management, Information Security..., Vulnerability Assessment, Visio, IT Audit, Financial Risk, Data Center, ITIL, Risk Assessment, Disaster Recovery, SharePoint, Security Awareness, COBIT, Security Policy, PCI DSS, Process Improvement, Identity Management, Data Security, Information Technology, Vulnerability Management, Enterprise Software, Security Audits, Databases, IT Management, Access, Incident Management
Education
Harding University 1973 — 1977
BA
Hope High School 1969 — 1973
CHRISTUS Health March 2013 - September 2013
Homeward Residential, Inc. August 2009 - March 2013
Countrywide December 2005 - January 2009
Encore 2 August 2005 - December 2005
Citigroup March 2004 - August 2005
Parkland Hospital March 2001 - March 2004
Bank of America October 1993 - March 2001
Sun Exploration and Production Company 1979 - 1988
Skills
Information Security, Business Continuity..., ISO 27001, HIPAA, Sarbanes-Oxley Act, Computer Security, Security, Governance, Gap Analysis, Internal Audit, Business Process..., Project Management, Business Process, Internal Controls, Technical Writing, Networking, Risk Management, SDLC, CISSP, Business Continuity, Vendor Management, Information Security..., Vulnerability Assessment, Visio, IT Audit, Financial Risk, Data Center, ITIL, Risk Assessment, Disaster Recovery, SharePoint, Security Awareness, COBIT, Security Policy, PCI DSS, Process Improvement, Identity Management, Data Security, Information Technology, Vulnerability Management, Enterprise Software, Security Audits, Databases, IT Management, Access, Incident Management
Education
Harding University 1973 — 1977
BA
Hope High School 1969 — 1973
JP Acosta's Citigroup Experience February 2005 - June 2011
Job Director | Citigroup
Industry Financial Services
Experience
Citi September 2013 - Present
Morgan Stanley Wealth Management June 2011 - September 2013
Citigroup February 2005 - June 2011
Leerink Swann January 2004 - January 2005
Skills
Alternative Investments, Asset Management, Equities, Financial Modeling, Hedge Funds, Portfolio Management, Series 7, Securities, Mutual Funds, Wealth Management, Fixed Income
Education
Hamilton College 2001 — 2004
BA, Economics
Princeton University 1996 — 1998
None, Economics
Hotchkiss
Citi September 2013 - Present
Morgan Stanley Wealth Management June 2011 - September 2013
Citigroup February 2005 - June 2011
Leerink Swann January 2004 - January 2005
Skills
Alternative Investments, Asset Management, Equities, Financial Modeling, Hedge Funds, Portfolio Management, Series 7, Securities, Mutual Funds, Wealth Management, Fixed Income
Education
Hamilton College 2001 — 2004
BA, Economics
Princeton University 1996 — 1998
None, Economics
Hotchkiss
Howard Darmstadter's Citigroup Experience July 1985 - January 2009
Job Law Practice Professional
Industry Law Practice
Experience
Citigroup July 1985 - January 2009
Skills
Mergers & Acquisitions, Mortgage Lending, Legal Research, Civil Litigation, Credit, Corporate Law, Commercial Litigation, Bankruptcy, Securitization, Litigation
Education
Harvard Law School 1974 — 1977
J.D., Law
Princeton University 1963 — 1967
Ph.D., Philosophy
University of Pennsylvania 1959 — 1963
A.B., Philosophy
Citigroup July 1985 - January 2009
Skills
Mergers & Acquisitions, Mortgage Lending, Legal Research, Civil Litigation, Credit, Corporate Law, Commercial Litigation, Bankruptcy, Securitization, Litigation
Education
Harvard Law School 1974 — 1977
J.D., Law
Princeton University 1963 — 1967
Ph.D., Philosophy
University of Pennsylvania 1959 — 1963
A.B., Philosophy
Perrin Van Allen's Citigroup Experience July 2010 - Present
Job Associate at Citigroup
Industry Financial Services
Experience
Citi March 2014 - Present
Citigroup July 2010 - Present
Round Table IMC 2008 - 2008
Education
Hamilton College 2006 — 2010
Citi March 2014 - Present
Citigroup July 2010 - Present
Round Table IMC 2008 - 2008
Education
Hamilton College 2006 — 2010
Dob Waites's Citigroup Experience 2002 - 2008
Job Accounting Manager at Gateway Behavioral Health Services
Industry Accounting
Experience
USAccuscreen, LLC November 2012 - October 2014
Stratejic LLC January 2011 - October 2012
GE Commercial Finance June 2002 - January 2009
GE Capital 2008 - 2009
CitiGroup 2002 - 2008
Citi 2002 - 2008
Citibank June 1984 - June 2002
CitiCapital Commercial Corporation 1993 - 2002
Associates / Citigroup 1984 - 2002
The Associates 1989 - 2001
Skills
Leadership, Underwriting, Training, Credit, Budgets, Management, Credit Risk, Team Building, Loans, Credit Analysis, CRM, Financial Analysis, Auditing, Accounting, Finance
Education
Harding University 1978 — 1982
BBA, Accounting
USAccuscreen, LLC November 2012 - October 2014
Stratejic LLC January 2011 - October 2012
GE Commercial Finance June 2002 - January 2009
GE Capital 2008 - 2009
CitiGroup 2002 - 2008
Citi 2002 - 2008
Citibank June 1984 - June 2002
CitiCapital Commercial Corporation 1993 - 2002
Associates / Citigroup 1984 - 2002
The Associates 1989 - 2001
Skills
Leadership, Underwriting, Training, Credit, Budgets, Management, Credit Risk, Team Building, Loans, Credit Analysis, CRM, Financial Analysis, Auditing, Accounting, Finance
Education
Harding University 1978 — 1982
BBA, Accounting
Ahmed El-Oraby's Citigroup Experience June 2010 - August 2010
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
JPMorgan Chase September 2011 - August 2013
Harvard Business School 2009 - May 2011
Citigroup June 2010 - August 2010
Booz & Company 2007 - 2009
Booz Allen Hamilton 2006 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Emerging Markets, Management, Private Equity, Business Development, Venture Capital, Strategy, Economics, LBO, Investments, Corporate Finance, Start-ups, Due Diligence, Strategic Planning, Mergers, Market Entry, Investment Management
Education
Harvard Business School 2009 — 2011
MBA, General Management & Finance
The American University in Cairo 2001 — 2006
Bachelor of Science, Electronics Engineering
JPMorgan Chase September 2013 - Present
JPMorgan Chase September 2011 - August 2013
Harvard Business School 2009 - May 2011
Citigroup June 2010 - August 2010
Booz & Company 2007 - 2009
Booz Allen Hamilton 2006 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Emerging Markets, Management, Private Equity, Business Development, Venture Capital, Strategy, Economics, LBO, Investments, Corporate Finance, Start-ups, Due Diligence, Strategic Planning, Mergers, Market Entry, Investment Management
Education
Harvard Business School 2009 — 2011
MBA, General Management & Finance
The American University in Cairo 2001 — 2006
Bachelor of Science, Electronics Engineering
Lisa Caesar, CFA's Citigroup Experience 2004 - 2008
Job Director, Business Development SRS Acquiom
Industry Financial Services
Experience
SRS Acquiom September 2015 - Present
JP Morgan Chase February 2011 - June 2015
JPMorgan Chase February 2009 - February 2011
Citigroup 2004 - 2008
Citigroup 2000 - 2004
Lehman Brothers 1997 - 2000
Peregrine Fixed Income, New York and Hong Kong 1995 - 1997
Lehman Brothers 1988 - 1995
Skills
Fixed Income, Capital Markets, Investment Banking, Emerging Markets, Trading, Leveraged Finance, Loan Origination, Money Market, Securities, Portfolio Management, Investments, Asset Management
Education
Harvard Business School 1986 — 1988
MBA, Masters in Business Administration
Oberlin College 1980 — 1984
Bachelor of Arts (B.A.), Honors in Economics
SRS Acquiom September 2015 - Present
JP Morgan Chase February 2011 - June 2015
JPMorgan Chase February 2009 - February 2011
Citigroup 2004 - 2008
Citigroup 2000 - 2004
Lehman Brothers 1997 - 2000
Peregrine Fixed Income, New York and Hong Kong 1995 - 1997
Lehman Brothers 1988 - 1995
Skills
Fixed Income, Capital Markets, Investment Banking, Emerging Markets, Trading, Leveraged Finance, Loan Origination, Money Market, Securities, Portfolio Management, Investments, Asset Management
Education
Harvard Business School 1986 — 1988
MBA, Masters in Business Administration
Oberlin College 1980 — 1984
Bachelor of Arts (B.A.), Honors in Economics
Andy Alter's Citigroup Experience 1990 - 2005
Job Managing Director at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2008 - Present
UBS Investment Bank July 2005 - June 2008
Citigroup 1990 - 2005
Salomon Brothers 1990 - 2005
Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Leadership, Management, Structured Finance, Trading, Securities, Financial Services, Asset Management, Investments, Due Diligence, Risk Management, Structured Products, Corporate Finance, Mergers
Education
Harvard Law School 1983 — 1986
JD
Yale University 1979 — 1983
BNP Paribas June 2008 - Present
UBS Investment Bank July 2005 - June 2008
Citigroup 1990 - 2005
Salomon Brothers 1990 - 2005
Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Leadership, Management, Structured Finance, Trading, Securities, Financial Services, Asset Management, Investments, Due Diligence, Risk Management, Structured Products, Corporate Finance, Mergers
Education
Harvard Law School 1983 — 1986
JD
Yale University 1979 — 1983
Eric Peiffer's Citigroup Experience May 1996 - August 1996
Job Managing Director, Head of High Grade & High Yield Capital Markets, KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2003 - Present
J.P. Morgan August 1997 - April 2003
Citigroup May 1996 - August 1996
Deloitte & Touche May 1993 - July 1995
Peterson Consulting (Navigant) August 1991 - December 1992
Skills
Capital Markets, Investment Banking
Education
Harvard Business School 1995 — 1997
MBA
Miami University 1987 — 1991
B.S., Accountancy, Finance
KeyBanc Capital Markets May 2003 - Present
J.P. Morgan August 1997 - April 2003
Citigroup May 1996 - August 1996
Deloitte & Touche May 1993 - July 1995
Peterson Consulting (Navigant) August 1991 - December 1992
Skills
Capital Markets, Investment Banking
Education
Harvard Business School 1995 — 1997
MBA
Miami University 1987 — 1991
B.S., Accountancy, Finance
Andrew Duffy's Citigroup Experience January 2008 - February 2009
Job President & Senior Portfolio Manager at Ascent Investment Advisors, LLC
Industry Investment Management
Experience
Ascent Investment Advisors, LLC February 2009 - Present
Citigroup January 2008 - February 2009
Hunter Global Investors January 2006 - December 2007
TIAA-CREF August 1999 - January 2006
Eagle Asset Management January 1993 - July 1999
Raymond James & Associates 1986 - 1992
Skills
Equities, Asset Managment, Portfolio Management, Investments, Alternative Investments, Equity Research, Hedge Funds, Valuation, Capital Markets, Financial Modeling, Mergers & Acquisitions, Investment Banking, Securities, Bloomberg, IPO, Mutual Funds, Asset Management, Corporate Development, Risk Management, Investment Strategies, Financial Analysis, Private Placements, Investment Advisory, Emerging Markets, Asset Allocation, Investment Management, Private Equity, Finance, Real Estate
Education
Harvard Business School 1984 — 1986
MBA, Finance, Real Estate
United States Military Academy at West Point 1975 — 1979
BS, Electrical Engineering
Ascent Investment Advisors, LLC February 2009 - Present
Citigroup January 2008 - February 2009
Hunter Global Investors January 2006 - December 2007
TIAA-CREF August 1999 - January 2006
Eagle Asset Management January 1993 - July 1999
Raymond James & Associates 1986 - 1992
Skills
Equities, Asset Managment, Portfolio Management, Investments, Alternative Investments, Equity Research, Hedge Funds, Valuation, Capital Markets, Financial Modeling, Mergers & Acquisitions, Investment Banking, Securities, Bloomberg, IPO, Mutual Funds, Asset Management, Corporate Development, Risk Management, Investment Strategies, Financial Analysis, Private Placements, Investment Advisory, Emerging Markets, Asset Allocation, Investment Management, Private Equity, Finance, Real Estate
Education
Harvard Business School 1984 — 1986
MBA, Finance, Real Estate
United States Military Academy at West Point 1975 — 1979
BS, Electrical Engineering
Shichen Xu's Citigroup Experience September 2010 - Present
Job Student at Hamilton College
Industry Investment Banking
Experience
Citigroup September 2010 - Present
Education
Hamilton College 2008 — 2012
Citigroup September 2010 - Present
Education
Hamilton College 2008 — 2012
Randi Salko's Citigroup Experience July 2008 - November 2014
Job CEO and Founder at She's Fit to Lead LLC
Industry Human Resources
Experience
She's Fit to Lead, LLC November 2014 - Present
Citigroup July 2008 - November 2014
Credit Suisse 2006 - 2008
Lehman Brothers 1992 - 2006
Shereff Friedman 1987 - 1992
Skills
Leadership, Leadership Development, Cross-functional Team..., Human Resource..., Risk Management, Management, Human Resources, Team Building, Training, Organizational..., Program Development, Program Management, Strategy
Education
Harvard Law School 1984 — 1987
JD
Birch Wathen
University of Pennsylvania
BA, Sociology
She's Fit to Lead, LLC November 2014 - Present
Citigroup July 2008 - November 2014
Credit Suisse 2006 - 2008
Lehman Brothers 1992 - 2006
Shereff Friedman 1987 - 1992
Skills
Leadership, Leadership Development, Cross-functional Team..., Human Resource..., Risk Management, Management, Human Resources, Team Building, Training, Organizational..., Program Development, Program Management, Strategy
Education
Harvard Law School 1984 — 1987
JD
Birch Wathen
University of Pennsylvania
BA, Sociology
Melanie Burror Paddon's Citigroup Experience June 2006 - March 2007
Job Head of Client Services at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners 2010 - Present
Epoch Investment Partners 2009 - 2010
D. E. Shaw & Co. 2007 - 2009
Citigroup June 2006 - March 2007
Lava Trading June 2003 - June 2006
Columbia Business School July 2001 - June 2003
Skadden Arps June 1998 - August 2000
Skills
Financial Services, Private Equity, Hedge Funds, Alternative Investments, Equities, Investor Relations, Capital Markets, Client Services, Asset Management, Separately Managed..., GIPS Compliance, CRM, Investor Reporting, Fund Administration, Offshore Investments, Asset Managment, Management, PowerPoint, QlikView, Series 63, Series 7, Series 24
Education
Harvard University 2000 — 2001
Ed.M., Higher Education Administration, Graduate School of Education
Wellesley College 1994 — 1998
B.A., American Studies/Economics (minor)
Perella Weinberg Partners 2010 - Present
Epoch Investment Partners 2009 - 2010
D. E. Shaw & Co. 2007 - 2009
Citigroup June 2006 - March 2007
Lava Trading June 2003 - June 2006
Columbia Business School July 2001 - June 2003
Skadden Arps June 1998 - August 2000
Skills
Financial Services, Private Equity, Hedge Funds, Alternative Investments, Equities, Investor Relations, Capital Markets, Client Services, Asset Management, Separately Managed..., GIPS Compliance, CRM, Investor Reporting, Fund Administration, Offshore Investments, Asset Managment, Management, PowerPoint, QlikView, Series 63, Series 7, Series 24
Education
Harvard University 2000 — 2001
Ed.M., Higher Education Administration, Graduate School of Education
Wellesley College 1994 — 1998
B.A., American Studies/Economics (minor)
Scott Richter's Citigroup Experience March 1994 - March 2009
Job Board Member at Abbott House
Industry Financial Services
Experience
Abbott House June 2010 - Present
Photo Safe 2010 - Present
citigroup March 1994 - March 2009
vapex 1989 - 1991
Skills
Capital Markets, Fixed Income, Non-profits, Strategic Planning, Investment Banking, Environmental Compliance, Investments, Banking, Equities, Nonprofits, Fundraising, Alternative Investments, Trading Systems, Risk Management, Portfolio Management
Education
Tufts University 1974 — 1979
BA/BS, Political Science/Civil Engineering
Harvard Business School
mba
Abbott House June 2010 - Present
Photo Safe 2010 - Present
citigroup March 1994 - March 2009
vapex 1989 - 1991
Skills
Capital Markets, Fixed Income, Non-profits, Strategic Planning, Investment Banking, Environmental Compliance, Investments, Banking, Equities, Nonprofits, Fundraising, Alternative Investments, Trading Systems, Risk Management, Portfolio Management
Education
Tufts University 1974 — 1979
BA/BS, Political Science/Civil Engineering
Harvard Business School
mba
Rajeev Dham's Citigroup Experience May 2006 - August 2006
Job Vice President at Sapphire Ventures
Industry Venture Capital & Private Equity
Experience
Sapphire Ventures, LLC July 2013 - Present
Amazon 2012 - 2012
Silver Lake July 2009 - July 2011
Goldman Sachs July 2007 - July 2009
Citigroup May 2006 - August 2006
Skills
LBO, Investment Banking, Private Equity, Valuation, Financial Modeling, Venture Capital, Financial Analysis, Corporate Finance, Corporate Development, Due Diligence, Investments, Bloomberg, Mergers, Hedge Funds, Capital Markets, Emerging Markets, Equities, Mergers & Acquisitions, Equity Research, Alternative Investments, DCF
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2003 — 2007
BS, Business Administration
Mission San Jose High School
Sapphire Ventures, LLC July 2013 - Present
Amazon 2012 - 2012
Silver Lake July 2009 - July 2011
Goldman Sachs July 2007 - July 2009
Citigroup May 2006 - August 2006
Skills
LBO, Investment Banking, Private Equity, Valuation, Financial Modeling, Venture Capital, Financial Analysis, Corporate Finance, Corporate Development, Due Diligence, Investments, Bloomberg, Mergers, Hedge Funds, Capital Markets, Emerging Markets, Equities, Mergers & Acquisitions, Equity Research, Alternative Investments, DCF
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2003 — 2007
BS, Business Administration
Mission San Jose High School
Meral Cultu's Citigroup Experience July 2006 - June 2008
Job Managing Director, Strategy at Teach For America
Industry Education Management
Experience
Teach For America June 2014 - Present
Teach For America November 2012 - May 2014
Teach for America August 2010 - October 2012
The Saint Paul Foundation June 2009 - August 2009
Citigroup July 2006 - June 2008
Citigroup June 2004 - June 2006
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
University of Pennsylvania 2000 — 2004
BS, Finance, Accounting
Teach For America June 2014 - Present
Teach For America November 2012 - May 2014
Teach for America August 2010 - October 2012
The Saint Paul Foundation June 2009 - August 2009
Citigroup July 2006 - June 2008
Citigroup June 2004 - June 2006
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
University of Pennsylvania 2000 — 2004
BS, Finance, Accounting
Sacha Mussenden-Fields's Citigroup Experience July 2005 - May 2013
Job Client Account Officer at Citi
Industry Banking
Jonathan Stults's Citigroup Experience September 2008 - April 2009
Job Engineer at Plethora
Industry Industrial Automation
Experience
Plethora May 2014 - Present
Freelance May 2013 - May 2014
United States Department of Defense September 2009 - May 2013
Citigroup September 2008 - April 2009
Red Capital Investment Group March 2008 - May 2008
Skills
Parallel Computing, Digital Signal..., industrial Automation, C, C++, CUDA, Python, Cython, Flex/Bison, Git, Convex Optimization, Runtime Analysis, Unstructured Data, Information Theory, Autotools, Valgrind, gdb, CNC Programming, CMM Programming, Fanuc Custom Macro B, Mathematical Modeling, Mathematics
Education
Hamilton College 2003 — 2007
Bachelor of Arts (BA), Mathematics
Associated Colleges in China
Certificate of Advanced Language Study, Mandarin Chinese
Plethora May 2014 - Present
Freelance May 2013 - May 2014
United States Department of Defense September 2009 - May 2013
Citigroup September 2008 - April 2009
Red Capital Investment Group March 2008 - May 2008
Skills
Parallel Computing, Digital Signal..., industrial Automation, C, C++, CUDA, Python, Cython, Flex/Bison, Git, Convex Optimization, Runtime Analysis, Unstructured Data, Information Theory, Autotools, Valgrind, gdb, CNC Programming, CMM Programming, Fanuc Custom Macro B, Mathematical Modeling, Mathematics
Education
Hamilton College 2003 — 2007
Bachelor of Arts (BA), Mathematics
Associated Colleges in China
Certificate of Advanced Language Study, Mandarin Chinese
James Rouen's Citigroup Experience October 2011 - Present
Job General Counsel for Securities Services and Securities Lending, Managing Director, Citigroup
Industry Banking
Experience
Citigroup October 2011 - Present
Citigroup 2006 - October 2011
Citigroup 2002 - 2006
Willkie Farr & Gallagher LLP 1983 - 1989
Skills
AML, OFAC, Bank Secrecy Act, FCPA, Russian, French, Spanish, Sanctions, securities custody and..., Securities custody,...
Education
Harvard Law School 1975 — 1978
J.D.
Columbia College 1970 — 1974
B.A., Economics
Citigroup October 2011 - Present
Citigroup 2006 - October 2011
Citigroup 2002 - 2006
Willkie Farr & Gallagher LLP 1983 - 1989
Skills
AML, OFAC, Bank Secrecy Act, FCPA, Russian, French, Spanish, Sanctions, securities custody and..., Securities custody,...
Education
Harvard Law School 1975 — 1978
J.D.
Columbia College 1970 — 1974
B.A., Economics
Carmen B. Torruella's Citigroup Experience January 1997 - March 2003
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management September 2012 - Present
Sanford C. Bernstein April 2010 - July 2011
AB&S Advisors, LLC July 2006 - April 2010
Goldman Sachs June 2006 - November 2008
Citigroup January 1997 - March 2003
Salomon Brothers 1996 - 1996
Morgan Stanley March 1994 - December 1995
Merrill Lynch 1987 - 1989
Skills
Equity Research, Strategy, Finance, Strategic Planning, Latin America, Hedge Funds, Equities, Alternative Investments, Private Equity, Asset Management, Emerging Markets, Investment Banking, Capital Markets, Valuation, Fixed Income, Business Strategy, Investments
Education
Harvard Business School 1989 — 1991
M.B.A., business administration
Harvard University 1983 — 1987
A.B., Philosophy
J.P. Morgan Asset Management September 2012 - Present
Sanford C. Bernstein April 2010 - July 2011
AB&S Advisors, LLC July 2006 - April 2010
Goldman Sachs June 2006 - November 2008
Citigroup January 1997 - March 2003
Salomon Brothers 1996 - 1996
Morgan Stanley March 1994 - December 1995
Merrill Lynch 1987 - 1989
Skills
Equity Research, Strategy, Finance, Strategic Planning, Latin America, Hedge Funds, Equities, Alternative Investments, Private Equity, Asset Management, Emerging Markets, Investment Banking, Capital Markets, Valuation, Fixed Income, Business Strategy, Investments
Education
Harvard Business School 1989 — 1991
M.B.A., business administration
Harvard University 1983 — 1987
A.B., Philosophy
Bob Cotter's Citigroup Experience June 1993 - August 2000
Job Managing Partner at Merritt Capital
Industry Financial Services
Experience
Merritt Capital December 2004 - Present
Deutsche Bank January 2001 - July 2004
Citigroup June 1993 - August 2000
Credit Suisse February 1987 - January 1993
Education
Harvard Business School 1975 — 1977
MBA
Princeton University 1969 — 1973
AB, Economics
Merritt Capital December 2004 - Present
Deutsche Bank January 2001 - July 2004
Citigroup June 1993 - August 2000
Credit Suisse February 1987 - January 1993
Education
Harvard Business School 1975 — 1977
MBA
Princeton University 1969 — 1973
AB, Economics
Jeffrey Malcom's Citigroup Experience July 2002 - February 2006
Job Advisor at Platinum Partners
Industry Marketing and Advertising
Experience
Platinum Partners May 2006 - Present
Citigroup July 2002 - February 2006
Boston Consulting Group February 1997 - June 2000
Education
Harvard Business School 2000 — 2002
MBA
Yale University 1994 — 1997
Bachelor of Science (BS), Economics
Platinum Partners May 2006 - Present
Citigroup July 2002 - February 2006
Boston Consulting Group February 1997 - June 2000
Education
Harvard Business School 2000 — 2002
MBA
Yale University 1994 — 1997
Bachelor of Science (BS), Economics
Ian Patel's Citigroup Experience January 2014 - Present
Job Director at Citigroup
Industry Investment Banking
Experience
Citigroup January 2014 - Present
Citigroup Global Energy 2009 - December 2013
Goldman Sachs 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Harvard Law School 1997 — 2000
J.D., Law
University of California, Riverside 1993 — 1997
B.S., Business Economics
Citigroup January 2014 - Present
Citigroup Global Energy 2009 - December 2013
Goldman Sachs 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Harvard Law School 1997 — 2000
J.D., Law
University of California, Riverside 1993 — 1997
B.S., Business Economics
Oksanna Malan's Citigroup Experience 2003 - 2006
Job Partner at Quadrant Law Group
Industry Law Practice
Experience
Quadrant Law Group LC May 2015 - Present
Spinnaker Law LLC 2013 - Present
Between Friends (Nonprofit org) 2012 - 2014
Citigroup GWM 2006 - 2009
Citigroup 2003 - 2006
McKinsey & Company 1999 - 2003
Cravath, Swaine & Moore LLP 1992 - 1999
Education
Harvard Law School 1989 — 1992
JD
Harvard University 1985 — 1989
AB
Quadrant Law Group LC May 2015 - Present
Spinnaker Law LLC 2013 - Present
Between Friends (Nonprofit org) 2012 - 2014
Citigroup GWM 2006 - 2009
Citigroup 2003 - 2006
McKinsey & Company 1999 - 2003
Cravath, Swaine & Moore LLP 1992 - 1999
Education
Harvard Law School 1989 — 1992
JD
Harvard University 1985 — 1989
AB
Leah Johnson's Citigroup Experience 1999 - 2008
Job Founder & CEO, LCJ Solutions
Industry Public Relations and Communications
Experience
LCJ Solutions, LLC 2009 - Present
Citigroup 1999 - 2008
Standard & Poor's 1997 - 1999
New York City Comptroller 1994 - 1997
NYC Mayoral Reelection Campaign -- Committee for David N. Dinkins 1992 - 1993
New York State Coordinated Campaign '92 1992 - 1992
Office of the Deputy Mayor 1991 - 1992
Bristol-Myers Squibb 1989 - 1990
NYC Health and Hospitals Corporation 1984 - 1989
Skills
Strategic Communications, Media Relations, Corporate Communications, Crisis Communications, Public Relations, Strategy, Investor Relations, Internal Communications, Management, Marketing, Communication Training, Digital Strategy, Crisis Management, Strategic Planning, Marketing Communications, Change Management, Start-ups, Business Strategy, Social Media, Speech Writing, Public Affairs, Digital Marketing, Marketing Strategy, Digital Media, Advertising, Market Research, New Business Development, Nonprofits, E-commerce, Messaging
Education
Harvard University
AB, Psychology
LCJ Solutions, LLC 2009 - Present
Citigroup 1999 - 2008
Standard & Poor's 1997 - 1999
New York City Comptroller 1994 - 1997
NYC Mayoral Reelection Campaign -- Committee for David N. Dinkins 1992 - 1993
New York State Coordinated Campaign '92 1992 - 1992
Office of the Deputy Mayor 1991 - 1992
Bristol-Myers Squibb 1989 - 1990
NYC Health and Hospitals Corporation 1984 - 1989
Skills
Strategic Communications, Media Relations, Corporate Communications, Crisis Communications, Public Relations, Strategy, Investor Relations, Internal Communications, Management, Marketing, Communication Training, Digital Strategy, Crisis Management, Strategic Planning, Marketing Communications, Change Management, Start-ups, Business Strategy, Social Media, Speech Writing, Public Affairs, Digital Marketing, Marketing Strategy, Digital Media, Advertising, Market Research, New Business Development, Nonprofits, E-commerce, Messaging
Education
Harvard University
AB, Psychology
Dylan Seff's Citigroup Experience 2005 - July 2010
Job Cohead of trading in the Americas, Vitol Inc
Industry Oil & Energy
Experience
Vitol Inc August 2010 - Present
Citigroup 2005 - July 2010
Citigroup Energy Inc. 2005 - July 2010
Cinergy 2003 - 2005
Duke Energy 2002 - 2002
Tech-Trade Capital 1999 - 2002
NP Energy 1998 - 1998
Cooper, Neff 1996 - 1997
Wagner, Stott 1994 - 1995
Skills
Energy Trading, Derivatives, Options, Volatility, Trading Systems, Financial Structuring, Structured Products, Commodity Markets, Natural Gas, Arbitrage, FX Options, Investments, Bloomberg, Trading Strategies, Equity Derivatives, Swaps, Mutual Funds, Technical Analysis, Commodity Risk...
Education
New York University - Leonard N. Stern School of Business 2001 — 2002
MBA, unfinished, Finance & Statistics
Harvard University 1992 — 1996
Bachelors, Neurobiology
Phillips Academy 1987 — 1992
High School
Vitol Inc August 2010 - Present
Citigroup 2005 - July 2010
Citigroup Energy Inc. 2005 - July 2010
Cinergy 2003 - 2005
Duke Energy 2002 - 2002
Tech-Trade Capital 1999 - 2002
NP Energy 1998 - 1998
Cooper, Neff 1996 - 1997
Wagner, Stott 1994 - 1995
Skills
Energy Trading, Derivatives, Options, Volatility, Trading Systems, Financial Structuring, Structured Products, Commodity Markets, Natural Gas, Arbitrage, FX Options, Investments, Bloomberg, Trading Strategies, Equity Derivatives, Swaps, Mutual Funds, Technical Analysis, Commodity Risk...
Education
New York University - Leonard N. Stern School of Business 2001 — 2002
MBA, unfinished, Finance & Statistics
Harvard University 1992 — 1996
Bachelors, Neurobiology
Phillips Academy 1987 — 1992
High School
Maribel Cabrera's Citigroup Experience 1998 - 2002
Job Director, Debt Capital Markets
Industry Capital Markets
Experience
Scotiabank Director, Debt Capital MarketsTD Securities2006 - 2009
Merrill Lynch 2002 - 2006
Citigroup 1998 - 2002
Fried Frank 1997 - 1998
Skills
Capital Markets, Debt, Investment Banking, Securities, Derivatives, Bonds, Structured Products, Fixed Income, Equities, Hedge Funds, FX Options, Swaps, Interest Rate..., Credit Derivatives, Bloomberg, Corporate Finance, Financial Modeling
Education
Harvard Law School 1994 — 1997
Juris Doctor, Law
Wellesley College 1990 — 1994
BA, Economics
Scotiabank Director, Debt Capital MarketsTD Securities2006 - 2009
Merrill Lynch 2002 - 2006
Citigroup 1998 - 2002
Fried Frank 1997 - 1998
Skills
Capital Markets, Debt, Investment Banking, Securities, Derivatives, Bonds, Structured Products, Fixed Income, Equities, Hedge Funds, FX Options, Swaps, Interest Rate..., Credit Derivatives, Bloomberg, Corporate Finance, Financial Modeling
Education
Harvard Law School 1994 — 1997
Juris Doctor, Law
Wellesley College 1990 — 1994
BA, Economics
Matt McGeough's Citigroup Experience August 2007 - Present
Job Vice President, US Interest Rate Sales at Citigroup
Industry Financial Services
Experience
Citigroup August 2007 - Present
Education
The University of Chicago 2005 — 2007
MBA, Finance/Economics
Hamilton College 1998 — 2002
Citigroup August 2007 - Present
Education
The University of Chicago 2005 — 2007
MBA, Finance/Economics
Hamilton College 1998 — 2002
Thomas Schwartz's Citigroup Experience
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup
Skills
Equities, Fixed Income, Credit Risk, Derivatives, Portfolio Management, Hedge Funds, Capital Markets, Investments, Risk Management, Investment Banking, Alternative Investments, Financial Services, Asset Management, Banking, Structured Products, Financial Risk, Financial Markets, FX Options, Securities, Bloomberg, Structured Finance, Treasury Management, Treasurers
Education
Harvard Business School 1982 — 1984
MBA
High School
Citigroup
Skills
Equities, Fixed Income, Credit Risk, Derivatives, Portfolio Management, Hedge Funds, Capital Markets, Investments, Risk Management, Investment Banking, Alternative Investments, Financial Services, Asset Management, Banking, Structured Products, Financial Risk, Financial Markets, FX Options, Securities, Bloomberg, Structured Finance, Treasury Management, Treasurers
Education
Harvard Business School 1982 — 1984
MBA
High School
Michael Kaufman's Citigroup Experience 2007 - 2009
Job Analyst at Redwood Capital Management, LLC
Industry Venture Capital & Private Equity
Experience
Redwood Capital Management, LLC September 2013 - Present
Oak Hill Capital June 2012 - August 2012
Madison Dearborn Partners July 2009 - July 2011
Citigroup 2007 - 2009
Education
Harvard Business School 2011 — 2013
MBA
Yale University 2003 — 2007
Bachelor's, Applied Mathematics and Economics
Redwood Capital Management, LLC September 2013 - Present
Oak Hill Capital June 2012 - August 2012
Madison Dearborn Partners July 2009 - July 2011
Citigroup 2007 - 2009
Education
Harvard Business School 2011 — 2013
MBA
Yale University 2003 — 2007
Bachelor's, Applied Mathematics and Economics
Arnold Handler's Citigroup Experience 1990 - 2013
Job Tax Consultant/Teacher
Industry Law Practice
Experience
R. Arnold Handler, Esq. 2013 - Present
Citigroup 1990 - 2013
Mobil Oil Corporation April 1976 - March 1990
Skills
Financial Reporting, Corporate Tax, Tax, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, International Tax, Corporate Finance, Due Diligence, Mergers & Acquisitions, Corporate Governance, Cross-border..., Tax Accounting, Transfer Pricing, Restructuring, Financial Structuring, Auditing, Tax Law, IFRS, SEC filings, Income Tax, Private Equity, Financial Services, US GAAP, Inciome Tax, Financial Planners, Tax Advisory, Accounting, Strategic Financial..., Internal Controls, Finance, GAAP, Business Valuation, Joint Ventures, Financial Accounting, Hedge Funds
Education
Harvard Law School 1961 — 1964
J.D., Law
NYU School of Law
LL.M in Taxation
R. Arnold Handler, Esq. 2013 - Present
Citigroup 1990 - 2013
Mobil Oil Corporation April 1976 - March 1990
Skills
Financial Reporting, Corporate Tax, Tax, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, International Tax, Corporate Finance, Due Diligence, Mergers & Acquisitions, Corporate Governance, Cross-border..., Tax Accounting, Transfer Pricing, Restructuring, Financial Structuring, Auditing, Tax Law, IFRS, SEC filings, Income Tax, Private Equity, Financial Services, US GAAP, Inciome Tax, Financial Planners, Tax Advisory, Accounting, Strategic Financial..., Internal Controls, Finance, GAAP, Business Valuation, Joint Ventures, Financial Accounting, Hedge Funds
Education
Harvard Law School 1961 — 1964
J.D., Law
NYU School of Law
LL.M in Taxation
Philip Walsh, CFA's Citigroup Experience August 2009 - February 2015
Job Account Coordinator at Social Fulcrum
Industry Marketing and Advertising
Experience
Social Fulcrum October 2015 - Present
ReadyMarkets October 2014 - October 2015
Citigroup August 2009 - February 2015
Morgan Stanley 2005 - 2009
Goldman Sachs 1999 - 2005
Skills
Equities, Capital Markets, Equity Research, International Sales, Financial Analysis, Angel Investing, Business Relationship..., Hedge Funds, Alternative Investments, Valuation, Fixed Income, Investment Banking, Private Equity, Series 7, Financial Modeling, Bloomberg
Education
Hamilton College 1993 — 1997
Bachelor of Arts (BA), Spanish Language and Literature
The Pingry School 1989 — 1993
Social Fulcrum October 2015 - Present
ReadyMarkets October 2014 - October 2015
Citigroup August 2009 - February 2015
Morgan Stanley 2005 - 2009
Goldman Sachs 1999 - 2005
Skills
Equities, Capital Markets, Equity Research, International Sales, Financial Analysis, Angel Investing, Business Relationship..., Hedge Funds, Alternative Investments, Valuation, Fixed Income, Investment Banking, Private Equity, Series 7, Financial Modeling, Bloomberg
Education
Hamilton College 1993 — 1997
Bachelor of Arts (BA), Spanish Language and Literature
The Pingry School 1989 — 1993
Victoria (Vicki) Sharp's Citigroup Experience 2005 - Present
Job MD and General Counsel, Citigroup Global Commodities
Industry Financial Services
Experience
Citigroup 2005 - Present
Enron Wholesale and Retail Services 2002 - 2005
Enron Energy Services 1997 - 2002
Enron Wholesale 1991 - 1996
Vinson and Elkins 1981 - 1989
Education
Harvard Law School 1977 — 1980
JD, law
Rutgers University-New Brunswick 1977 — 1980
BA, Economics
Citigroup 2005 - Present
Enron Wholesale and Retail Services 2002 - 2005
Enron Energy Services 1997 - 2002
Enron Wholesale 1991 - 1996
Vinson and Elkins 1981 - 1989
Education
Harvard Law School 1977 — 1980
JD, law
Rutgers University-New Brunswick 1977 — 1980
BA, Economics
Sida Wang's Citigroup Experience June 2007 - August 2007
Job Vice President at 1251 Capital Group, Inc.
Industry Venture Capital & Private Equity
Experience
1251 Capital Group, Inc. September 2014 - Present
Thomas H. Lee Partners July 2010 - July 2012
Goldman Sachs June 2008 - July 2010
Citigroup June 2007 - August 2007
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, LBO, Equities, Venture Capital, Capital Markets, Due Diligence, Fixed Income, Derivatives, Financial Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance, Psychology
1251 Capital Group, Inc. September 2014 - Present
Thomas H. Lee Partners July 2010 - July 2012
Goldman Sachs June 2008 - July 2010
Citigroup June 2007 - August 2007
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, LBO, Equities, Venture Capital, Capital Markets, Due Diligence, Fixed Income, Derivatives, Financial Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance, Psychology
Miguel Herrera's Citigroup Experience 1999 - 2006
Job Impact Investing Venture Capital & Private Equity
Industry Investment Management
Experience
ACCION International, Frontier Investments Group September 2006 - Present
RADIUS Social Innovation Lab and Venture Incubator December 2013 - Present
Citigroup 1999 - 2006
RBC Capital Markets 1996 - 1999
Banco Wiese 1992 - 1993
Skills
Emerging Markets, Private Equity, Investments, Financial Modeling, Microfinance, Investment Banking, Capital Markets, Venture Capital, Banking, Entrepreneurship, Fixed Income, Portfolio Management, Corporate Finance, Valuation, Due Diligence
Education
Simon Fraser University 1993 — 1995
MBA
Queen's University 1988 — 1992
BaH, Econ
United World College, USA 1986 — 1988
International Baccalaureate
Markham College Lima Peru
Harvard Business School
Strategic Leadership for Microfinance
ACCION International, Frontier Investments Group September 2006 - Present
RADIUS Social Innovation Lab and Venture Incubator December 2013 - Present
Citigroup 1999 - 2006
RBC Capital Markets 1996 - 1999
Banco Wiese 1992 - 1993
Skills
Emerging Markets, Private Equity, Investments, Financial Modeling, Microfinance, Investment Banking, Capital Markets, Venture Capital, Banking, Entrepreneurship, Fixed Income, Portfolio Management, Corporate Finance, Valuation, Due Diligence
Education
Simon Fraser University 1993 — 1995
MBA
Queen's University 1988 — 1992
BaH, Econ
United World College, USA 1986 — 1988
International Baccalaureate
Markham College Lima Peru
Harvard Business School
Strategic Leadership for Microfinance
Sandra Sivels's Citigroup Experience July 2011 - Present
Job
Industry Information Technology and Services
Experience
Citigroup July 2011 - Present
New Oak Grove Missionary Baptist Church September 2008 - February 2013
Bank of America 2005 - 2010
Bank of America 1999 - 2005
Bank of America 1985 - 1999
Skills
OOP, Disaster Recovery, Call Center, MS Project, Business Analysis, Business Requirements, Deployment, Software Development, SharePoint, Software Project..., SDLC, RAD, Application Development, Release Management, Requirements Analysis, Waterfall, Risk Management, Visio, IT Management, IT Strategy, System Deployment, Enterprise Architecture, Vendor Management, Systems Analysis
Education
University of Phoenix 2004 — 2006
Master of Science, Computer Information Systems
Hampton University 1981 — 1985
BS, Computer Science
Citigroup July 2011 - Present
New Oak Grove Missionary Baptist Church September 2008 - February 2013
Bank of America 2005 - 2010
Bank of America 1999 - 2005
Bank of America 1985 - 1999
Skills
OOP, Disaster Recovery, Call Center, MS Project, Business Analysis, Business Requirements, Deployment, Software Development, SharePoint, Software Project..., SDLC, RAD, Application Development, Release Management, Requirements Analysis, Waterfall, Risk Management, Visio, IT Management, IT Strategy, System Deployment, Enterprise Architecture, Vendor Management, Systems Analysis
Education
University of Phoenix 2004 — 2006
Master of Science, Computer Information Systems
Hampton University 1981 — 1985
BS, Computer Science
Warren Min's Citigroup Experience July 2006 - June 2008
Job Vice President Real Estate Opportunities at Oaktree Capital Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management 2013 - Present
Oaktree Capital Management September 2008 - July 2011
Citigroup July 2006 - June 2008
PIMCO 2004 - 2004
Skills
Private Equity, Venture Capital, Hedge Funds, Due Diligence, Strategy, Entrepreneurship, Mergers & Acquisitions, Valuation, Financial Modeling, Financial Analysis, Emerging Markets, Equities, Data Analysis, Corporate Finance, Investments, Investment Banking, Bloomberg, Capital Markets, Asset Management, Business Strategy
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Yale University 2002 — 2006
Bachelor of Arts, Economics and Mathematics
Oaktree Capital Management 2013 - Present
Oaktree Capital Management September 2008 - July 2011
Citigroup July 2006 - June 2008
PIMCO 2004 - 2004
Skills
Private Equity, Venture Capital, Hedge Funds, Due Diligence, Strategy, Entrepreneurship, Mergers & Acquisitions, Valuation, Financial Modeling, Financial Analysis, Emerging Markets, Equities, Data Analysis, Corporate Finance, Investments, Investment Banking, Bloomberg, Capital Markets, Asset Management, Business Strategy
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Yale University 2002 — 2006
Bachelor of Arts, Economics and Mathematics
Ed Droesch's Citigroup Experience 1996 - 2007
Job Investment Banking at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2007 - Present
Citigroup 1996 - 2007
Goldman Sachs June 1987 - May 1996
JJ Kenny June 1982 - June 1987
Skills
Bonds, Fixed Income, Capital Markets, Securities, Valuation, Derivatives, Equities, Hedge Funds, Bloomberg, Investment Banking, Financial Modeling, Credit, Asset Management, Series 7
Education
Hartwick College 1978 — 1982
Bachelor of Arts (BA), Business Administration and Management, General
Goldman Sachs September 2007 - Present
Citigroup 1996 - 2007
Goldman Sachs June 1987 - May 1996
JJ Kenny June 1982 - June 1987
Skills
Bonds, Fixed Income, Capital Markets, Securities, Valuation, Derivatives, Equities, Hedge Funds, Bloomberg, Investment Banking, Financial Modeling, Credit, Asset Management, Series 7
Education
Hartwick College 1978 — 1982
Bachelor of Arts (BA), Business Administration and Management, General
Stephen V. Gray's Citigroup Experience 1964 - 2008
Job Senior Advancement Officer at Fay School
Industry Fund-Raising
Experience
Fay School 2009 - Present
Citigroup 1964 - 2008
Skills
Annual Giving, Fundraising
Education
Harvard Business School 1968 — 1970
Master of Business Administration (M.B.A.), Finance, General
Princeton University 1960 — 1964
Bachelor's degree, European History
Fay School 2009 - Present
Citigroup 1964 - 2008
Skills
Annual Giving, Fundraising
Education
Harvard Business School 1968 — 1970
Master of Business Administration (M.B.A.), Finance, General
Princeton University 1960 — 1964
Bachelor's degree, European History
Adam LaVier's Citigroup Experience 2000 - 2002
Job Managing Director at Millstein & Co
Industry Financial Services
Experience
Millstein & Co 2011 - Present
US Department of the Treasury 2009 - 2011
Morrison & Foerster LLP 2005 - 2009
US Court of Appeals for the Federal Circuit 2007 - 2008
Citigroup 2000 - 2002
Federal Reserve Board 1997 - 1999
Education
UCLA School of Law 2002 — 2005
Doctor of Law (JD)
Hampden-Sydney College 1993 — 1997
Bachelor of Arts (B.A.), Economics, Applied Mathematics
Millstein & Co 2011 - Present
US Department of the Treasury 2009 - 2011
Morrison & Foerster LLP 2005 - 2009
US Court of Appeals for the Federal Circuit 2007 - 2008
Citigroup 2000 - 2002
Federal Reserve Board 1997 - 1999
Education
UCLA School of Law 2002 — 2005
Doctor of Law (JD)
Hampden-Sydney College 1993 — 1997
Bachelor of Arts (B.A.), Economics, Applied Mathematics
Arthur Lu's Citigroup Experience April 2014 - Present
Job Director, Citigroup Equity Trading Strategy
Industry Banking
Experience
Citigroup April 2014 - Present
Citigroup, New York March 2010 - March 2014
Plexus Partners, London and Monaco June 2006 - March 2010
Citigroup Global Markets, London August 2002 - May 2006
Skills
Financial Analysis, Credit, Portfolio Management, Risk Management, Economics, Financial Modeling, Investments, Capital Markets, Fixed Income, Derivatives, Equities, Business Analysis, Banking, VBA
Education
Harvard University
AB cum laude, Economics
Citigroup April 2014 - Present
Citigroup, New York March 2010 - March 2014
Plexus Partners, London and Monaco June 2006 - March 2010
Citigroup Global Markets, London August 2002 - May 2006
Skills
Financial Analysis, Credit, Portfolio Management, Risk Management, Economics, Financial Modeling, Investments, Capital Markets, Fixed Income, Derivatives, Equities, Business Analysis, Banking, VBA
Education
Harvard University
AB cum laude, Economics
Fidel Andueza's Citigroup Experience March 2011 - December 2012
Job Investment Banking and Principal Infrastructure Investing
Industry Investment Banking
Experience
Acciona SA January 2012 - August 2013
Citigroup March 2011 - December 2012
Citigroup February 2010 - March 2011
Citi Infrastructure Investors June 2008 - February 2010
Citigroup January 2000 - May 2008
Skills
Investment Banking, Asset Management, Strategic Planning, Financial Structuring, Corporate Finance, Senior Stakeholder..., Entrepreneurship, Negotiation
Education
Harvard Business School 2002 — 2002
PMD, Business Administration and Management, General
Imperial College London 1987 — 1991
MEng, Aerospace, Aeronautical and Astronautical Engineering, First Honours
Acciona SA January 2012 - August 2013
Citigroup March 2011 - December 2012
Citigroup February 2010 - March 2011
Citi Infrastructure Investors June 2008 - February 2010
Citigroup January 2000 - May 2008
Skills
Investment Banking, Asset Management, Strategic Planning, Financial Structuring, Corporate Finance, Senior Stakeholder..., Entrepreneurship, Negotiation
Education
Harvard Business School 2002 — 2002
PMD, Business Administration and Management, General
Imperial College London 1987 — 1991
MEng, Aerospace, Aeronautical and Astronautical Engineering, First Honours
Ronn Davis's Citigroup Experience September 2001 - Present
Job Graphics Specialist at Citigroup
Industry Investment Banking
Experience
Citigroup September 2001 - Present
Skills
Adobe Acrobat, Adobe Creative Suite, Dreamweaver, User Interface Design, Photoshop, Graphic Design, Web Design, Illustrator, InDesign, Flash, Corporate Branding, User Experience
Education
Harford Community College 2013 — 2015
Citigroup September 2001 - Present
Skills
Adobe Acrobat, Adobe Creative Suite, Dreamweaver, User Interface Design, Photoshop, Graphic Design, Web Design, Illustrator, InDesign, Flash, Corporate Branding, User Experience
Education
Harford Community College 2013 — 2015
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
JP Morgan Chase
UBS
JPMorgan Chase & Co.