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
Jeff McCurdy Jeff McCurdy's Citigroup Experience 2000 - 2008
Job IT Professional
Industry Consumer Services
Alexa Weston Alexa Weston's Citigroup Experience June 2011 - August 2011
Job Senior Associate at KPMG
Industry Financial Services
Experience
KPMG April 2014 - Present
Duff & Phelps July 2012 - April 2014
Citigroup June 2011 - August 2011
Park National Bank June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, SQL, English, HTML, Accounting, Commercial Real Estate, Appraisals, DCF, Argus Modeling
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Real Estate
Mount Notre Dame High School 2004 — 2008
KPMG April 2014 - Present
Duff & Phelps July 2012 - April 2014
Citigroup June 2011 - August 2011
Park National Bank June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, SQL, English, HTML, Accounting, Commercial Real Estate, Appraisals, DCF, Argus Modeling
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Real Estate
Mount Notre Dame High School 2004 — 2008
Peter Hirsch's Citigroup Experience April 1998 - June 2001
Job Founding Partner, CrossRate Technologies LLC.
Industry Capital Markets
Experience
CrossRate Technologies LLC. June 2012 - Present
ExSalo Partners April 2012 - Present
RBC Capital Markets April 2011 - March 2012
Standard Chartered Bank November 2009 - April 2011
Various Financial Startups March 2008 - July 2009
Archeus Capital Management April 2002 - August 2007
Citigroup April 1998 - June 2001
Salomon Smith Barney September 1997 - April 1998
Salomon Brothers July 1985 - August 1997
Skills
Fixed Income, Derivatives, Hedge Funds, Bonds, Trading, Bloomberg, Volatility, Agency MBS, Emerging Markets, Financial Structuring, Risk Management, E-commerce, trading technology, Electronic Trading, Options, Capital Markets, Interest Rate..., Trading Systems, Proprietary Trading, Swaps, Structured Products, Hedging, Market Risk, Financial Markets, Alternative Investments, Securities, Trading Strategies, Credit Derivatives, Quantitative Finance, Structured Finance, Series 7, Commodity, Equity Derivatives, FX Options, Investment Banking, Equities, FX trading, Mergers, FX Trading
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
The University of Chicago 1978 — 1982
BA, Economics
Great Neck Village School
CrossRate Technologies LLC. June 2012 - Present
ExSalo Partners April 2012 - Present
RBC Capital Markets April 2011 - March 2012
Standard Chartered Bank November 2009 - April 2011
Various Financial Startups March 2008 - July 2009
Archeus Capital Management April 2002 - August 2007
Citigroup April 1998 - June 2001
Salomon Smith Barney September 1997 - April 1998
Salomon Brothers July 1985 - August 1997
Skills
Fixed Income, Derivatives, Hedge Funds, Bonds, Trading, Bloomberg, Volatility, Agency MBS, Emerging Markets, Financial Structuring, Risk Management, E-commerce, trading technology, Electronic Trading, Options, Capital Markets, Interest Rate..., Trading Systems, Proprietary Trading, Swaps, Structured Products, Hedging, Market Risk, Financial Markets, Alternative Investments, Securities, Trading Strategies, Credit Derivatives, Quantitative Finance, Structured Finance, Series 7, Commodity, Equity Derivatives, FX Options, Investment Banking, Equities, FX trading, Mergers, FX Trading
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
The University of Chicago 1978 — 1982
BA, Economics
Great Neck Village School
L. Denice Parks L. Denice Parks's Citigroup Experience July 2004 - February 2007
Job Compliance Testing
Industry Financial Services
Experience
Natixis February 2015 - Present
AIG July 2013 - September 2014
DTCC December 2008 - June 2013
Credit Agricole February 2007 - February 2008
Citigroup July 2004 - February 2007
Skills
Compliance Testing, USA PATRIOT Act, AML, FINRA, FRB, NYSBD, Enterprise Risk..., OFAC, Training, Privacy Law, Information Security..., Risk Assessment, Internal Audit, Operational Risk..., KYC, Regulations, Financial Risk, Anti Money Laundering, Banking
Education
The University of Akron
Master of Public Administration (MPA), Public Administration
Natixis February 2015 - Present
AIG July 2013 - September 2014
DTCC December 2008 - June 2013
Credit Agricole February 2007 - February 2008
Citigroup July 2004 - February 2007
Skills
Compliance Testing, USA PATRIOT Act, AML, FINRA, FRB, NYSBD, Enterprise Risk..., OFAC, Training, Privacy Law, Information Security..., Risk Assessment, Internal Audit, Operational Risk..., KYC, Regulations, Financial Risk, Anti Money Laundering, Banking
Education
The University of Akron
Master of Public Administration (MPA), Public Administration
Badr Qureshi Badr Qureshi's Citigroup Experience 1998 - May 2010
Job Vice President, Treasurer at Think Finance
Industry Financial Services
Experience
Think Finance July 2012 - Present
Highlands Bank May 2010 - June 2012
Citigroup 1998 - May 2010
FirstPlus Financial July 1994 - December 1998
Skills
Capital Markets, Treasury, Credit Risk, Investment Banking, Financial Risk, Risk Management, Financial Reporting, Banking, Financial Analysis, Credit, Financial Modeling, Portfolio Management, Credit Analysis, Commercial Banking, Corporate Finance, ALCO, QRM, Funds Transfer Pricing, Liquidity Management, Interest Rate Risk..., Interest Rate Hedging, Cash Management, Cash Flow Forecasting, Investments, Financial Services, Market Risk, Loans, Derivatives, Treasury Management, Structured Finance, Commercial Lending, Fixed Income, Finance, Operational Risk, FX Options, Valuation, Management, Executive Management, Mergers & Acquisitions, Leadership, Strategy, Due Diligence
Education
Grand View University
Bachelor of Business Administration, Finance & Economics
University of Chicago Graduate School of Business
Financial Risk Management
Think Finance July 2012 - Present
Highlands Bank May 2010 - June 2012
Citigroup 1998 - May 2010
FirstPlus Financial July 1994 - December 1998
Skills
Capital Markets, Treasury, Credit Risk, Investment Banking, Financial Risk, Risk Management, Financial Reporting, Banking, Financial Analysis, Credit, Financial Modeling, Portfolio Management, Credit Analysis, Commercial Banking, Corporate Finance, ALCO, QRM, Funds Transfer Pricing, Liquidity Management, Interest Rate Risk..., Interest Rate Hedging, Cash Management, Cash Flow Forecasting, Investments, Financial Services, Market Risk, Loans, Derivatives, Treasury Management, Structured Finance, Commercial Lending, Fixed Income, Finance, Operational Risk, FX Options, Valuation, Management, Executive Management, Mergers & Acquisitions, Leadership, Strategy, Due Diligence
Education
Grand View University
Bachelor of Business Administration, Finance & Economics
University of Chicago Graduate School of Business
Financial Risk Management
Mauricio Sanchez Mauricio Sanchez's Citigroup Experience 2003 - 2005
Job Strategist | Finance Leader | Operator
Industry Management Consulting
Experience
Biscayne Management Partners 2012 - Present
Alvarez & Marsal 2006 - August 2012
Banc of America Securities 2005 - 2006
Citigroup 2003 - 2005
Trust Company of the West 2000 - 2001
J.P. Morgan 1998 - 2000
Salomon Brothers Inc June 1997 - August 1997
United States Marine Corps 1989 - 1994
Skills
Strategy, Restructuring, Due Diligence, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Corporate Development, Investments, Management, Forecasting, Financial Reporting, Risk Management, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
University of Florida - Warrington College Of Business
B.S., Finance
Biscayne Management Partners 2012 - Present
Alvarez & Marsal 2006 - August 2012
Banc of America Securities 2005 - 2006
Citigroup 2003 - 2005
Trust Company of the West 2000 - 2001
J.P. Morgan 1998 - 2000
Salomon Brothers Inc June 1997 - August 1997
United States Marine Corps 1989 - 1994
Skills
Strategy, Restructuring, Due Diligence, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Corporate Development, Investments, Management, Forecasting, Financial Reporting, Risk Management, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
University of Florida - Warrington College Of Business
B.S., Finance
Patricia Mauldin's Citigroup Experience June 2011 - February 2015
Job Travel & Expense Administrator at Sonepar USA
Industry Financial Services
Experience
Sonepar USA March 2015 - Present
Citigroup June 2011 - February 2015
Kendle International, Inc April 2000 - May 2011
Shur-Good Biscuit Co. Inc. January 1992 - January 2000
Cincinnatian Hotel January 1989 - January 1992
Columbus Foundries, Inc March 1985 - August 1990
Skills
Concur, Business Analysis, Travel Management, Project Management, Cognos, Expense Management, Accounting, Finance, Business Travel, Microsoft Office, Microsoft Excel, Hotel Management, Microsoft Word, General Ledger, Accounts Receivable, Accounts Payable, Purchasing, Budgets
Education
University of Phoenix 2007 — 2010
BS, Acctg/Business Mgmt/Hospitality Mgmt
The Ohio State University 1983 — 1985
Accounting/Business Mgmt
Alliance High School 1979 — 1983
High School Diploma, College Prepatory
Sonepar USA March 2015 - Present
Citigroup June 2011 - February 2015
Kendle International, Inc April 2000 - May 2011
Shur-Good Biscuit Co. Inc. January 1992 - January 2000
Cincinnatian Hotel January 1989 - January 1992
Columbus Foundries, Inc March 1985 - August 1990
Skills
Concur, Business Analysis, Travel Management, Project Management, Cognos, Expense Management, Accounting, Finance, Business Travel, Microsoft Office, Microsoft Excel, Hotel Management, Microsoft Word, General Ledger, Accounts Receivable, Accounts Payable, Purchasing, Budgets
Education
University of Phoenix 2007 — 2010
BS, Acctg/Business Mgmt/Hospitality Mgmt
The Ohio State University 1983 — 1985
Accounting/Business Mgmt
Alliance High School 1979 — 1983
High School Diploma, College Prepatory
Jairus Bryant Jairus Bryant's Citigroup Experience June 2007 - August 2007
Job Commercial Solar Development Manager at 1st Light Energy Inc
Industry Financial Services
Experience
1st Light Energy Inc December 2014 - Present
1st Light Energy Inc April 2014 - December 2014
1st Light Energy Inc May 2012 - April 2014
Sunlogics Inc. May 2009 - May 2012
Citigroup June 2007 - August 2007
C.L. Bryant Inc May 1998 - June 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Internal Controls, Financial Modeling, Cost Accounting, Cash Management, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Cash Flow, Forecasting, Financial Statements, Managerial Finance, Renewable Energy, Solar Energy, Photovoltaics, Cleantech, Energy Efficiency, Energy, Alternative Energy, Mergers & Acquisitions, Business Planning
Education
The Ohio State University Fisher College of Business 2004 — 2008
BSBA, Finance
1st Light Energy Inc December 2014 - Present
1st Light Energy Inc April 2014 - December 2014
1st Light Energy Inc May 2012 - April 2014
Sunlogics Inc. May 2009 - May 2012
Citigroup June 2007 - August 2007
C.L. Bryant Inc May 1998 - June 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Internal Controls, Financial Modeling, Cost Accounting, Cash Management, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Cash Flow, Forecasting, Financial Statements, Managerial Finance, Renewable Energy, Solar Energy, Photovoltaics, Cleantech, Energy Efficiency, Energy, Alternative Energy, Mergers & Acquisitions, Business Planning
Education
The Ohio State University Fisher College of Business 2004 — 2008
BSBA, Finance
Diana Meyer Diana Meyer's Citigroup Experience June 2009 - Present
Job Passionate about affordable housing and community development grantmaking, program and policy
Industry Philanthropy
Experience
Citigroup June 2009 - Present
Enterprise Community Partners October 1991 - December 2008
Northeast Midwest Institute 1985 - 1986
City of New York 1983 - 1985
California Department of Housing and Community Development 1981 - 1982
U.S. Department of Housing and Urban Development 1977 - 1980
Congressman John F. Seiberling 1972 - 1977
Education
The Ohio State University 1965 — 1970
Bachelor of Arts, French
Citigroup June 2009 - Present
Enterprise Community Partners October 1991 - December 2008
Northeast Midwest Institute 1985 - 1986
City of New York 1983 - 1985
California Department of Housing and Community Development 1981 - 1982
U.S. Department of Housing and Urban Development 1977 - 1980
Congressman John F. Seiberling 1972 - 1977
Education
The Ohio State University 1965 — 1970
Bachelor of Arts, French
Kurt McGowan Kurt McGowan's Citigroup Experience November 2009 - June 2012
Job
Industry Financial Services
Experience
Independent July 2012 - Present
Noble Group April 2014 - Present
Direct Energy July 2012 - Present
Citigroup November 2009 - June 2012
CRT Capital Group March 2008 - October 2009
Financial Industry Regulatory Authority September 2005 - February 2008
Chicago Stock Exchange March 2005 - August 2005
Skills
Securities, Financial Markets, Compliance, Dodd-Frank, AML, Equities, Derivatives, Commodity, Energy Products, Swaps, Options, Trading Systems, Electronic Trading, Series 7, Series 63, SQL, Bloomberg
Education
The Ohio State University 2000 — 2004
BA
Independent July 2012 - Present
Noble Group April 2014 - Present
Direct Energy July 2012 - Present
Citigroup November 2009 - June 2012
CRT Capital Group March 2008 - October 2009
Financial Industry Regulatory Authority September 2005 - February 2008
Chicago Stock Exchange March 2005 - August 2005
Skills
Securities, Financial Markets, Compliance, Dodd-Frank, AML, Equities, Derivatives, Commodity, Energy Products, Swaps, Options, Trading Systems, Electronic Trading, Series 7, Series 63, SQL, Bloomberg
Education
The Ohio State University 2000 — 2004
BA
Peter Koumas's Citigroup Experience July 2011 - July 2012
Job Manager Treasury at The Wendy's Company
Industry Restaurants
Experience
The Wendy's Company July 2014 - Present
The Wendy's Company August 2013 - July 2014
The Wendy's Company July 2012 - August 2013
Citigroup July 2011 - July 2012
Citigroup July 2010 - July 2011
OhioHealth June 2009 - September 2009
Skills
Cash Management, Microsoft Excel, Treasury Management, Accounting, Hedge Funds, Finance, Financial Analysis, Financial Reporting, Analysis, Financial Accounting, Strategic Financial..., Portfolio Management, Valuation, Auditing, Financial Modeling
Education
The Ohio State University Fisher College of Business 2006 — 2010
BSBA, Finance and Accounting
The Wendy's Company July 2014 - Present
The Wendy's Company August 2013 - July 2014
The Wendy's Company July 2012 - August 2013
Citigroup July 2011 - July 2012
Citigroup July 2010 - July 2011
OhioHealth June 2009 - September 2009
Skills
Cash Management, Microsoft Excel, Treasury Management, Accounting, Hedge Funds, Finance, Financial Analysis, Financial Reporting, Analysis, Financial Accounting, Strategic Financial..., Portfolio Management, Valuation, Auditing, Financial Modeling
Education
The Ohio State University Fisher College of Business 2006 — 2010
BSBA, Finance and Accounting
Patrick Rogers, MBA Patrick Rogers, MBA's Citigroup Experience April 2001 - December 2002
Job CFO
Industry Financial Services
Experience
Techsano, LLC May 2014 - Present
NMC 2012 - April 2014
Deloitte Consulting 2008 - 2012
ISL, Inc., and Manufacturas Del Caribe, S.A. 2005 - 2008
Rio Tinto Alcan 2004 - 2005
Citigroup April 2001 - December 2002
Aegis Communications Group, Inc. 2000 - 2001
Thomson Reuters RIA 1998 - 2000
Skills
Financial Management, Financial Modeling, Financial Analysis, Financial Planning, Financial Reporting, Financial Accounting, Financial Control, Corporate Finance, Project Accounting, Change Management, Key Performance..., Dashboards, Business Strategy, Strategy Development, Corporate Management, Strategic Planning, Competitive Analysis, Market Analysis, Requirements Analysis, Data Analysis, Data Center, Business Case..., Business Valuation, Equity Valuation, Enterprise Valuation, Firm Valuation, Private Equity, Venture Capital, Venture Finance, Financial Forecasting, Cash Flow Forecasting, Revenue Forecasting, Forecasting Models, Performance Metrics, Budgeting, Capital Budgeting, Production Budgeting, Continuous Improvement, M&A experience, Training & Development, Managerial Finance, Budgets, Management, Forecasting, Finance, Strategy, Analysis, Team Leadership, Leadership
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA - Finance and Accounting, Corporate Strategy
The University of Texas at San Antonio 1996 — 1997
BBA - Finance and Accounting
Cathedral High School
Techsano, LLC May 2014 - Present
NMC 2012 - April 2014
Deloitte Consulting 2008 - 2012
ISL, Inc., and Manufacturas Del Caribe, S.A. 2005 - 2008
Rio Tinto Alcan 2004 - 2005
Citigroup April 2001 - December 2002
Aegis Communications Group, Inc. 2000 - 2001
Thomson Reuters RIA 1998 - 2000
Skills
Financial Management, Financial Modeling, Financial Analysis, Financial Planning, Financial Reporting, Financial Accounting, Financial Control, Corporate Finance, Project Accounting, Change Management, Key Performance..., Dashboards, Business Strategy, Strategy Development, Corporate Management, Strategic Planning, Competitive Analysis, Market Analysis, Requirements Analysis, Data Analysis, Data Center, Business Case..., Business Valuation, Equity Valuation, Enterprise Valuation, Firm Valuation, Private Equity, Venture Capital, Venture Finance, Financial Forecasting, Cash Flow Forecasting, Revenue Forecasting, Forecasting Models, Performance Metrics, Budgeting, Capital Budgeting, Production Budgeting, Continuous Improvement, M&A experience, Training & Development, Managerial Finance, Budgets, Management, Forecasting, Finance, Strategy, Analysis, Team Leadership, Leadership
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA - Finance and Accounting, Corporate Strategy
The University of Texas at San Antonio 1996 — 1997
BBA - Finance and Accounting
Cathedral High School
Ronald Brooks Ronald Brooks's Citigroup Experience September 2008 - July 2013
Job Sr. Analyst, Tax
Industry Insurance
Experience
Nationwide Insurance July 2013 - Present
Citigroup September 2008 - July 2013
BISYS Fund Services September 2006 - September 2008
Skills
Fund Accounting, Mutual Funds, Bloomberg, Hedge Funds, Corporate Actions, Swaps, Securities, Account Reconciliation, Equities, Financial Analysis, Alternative Investments, Financial Reporting, Fixed Income, Financial Statements, Derivatives, Cash Management, Financial Modeling, Accounting, Financial Planners, Valuation, Tax, Auditing, Finance, Investments, Banking, General Ledger, Financial Services, PeopleSoft, Corporate Finance
Education
The Ohio State University 2001 — 2005
Bachelor of Science (BS), Consumer and Family Financial Services
Nationwide Insurance July 2013 - Present
Citigroup September 2008 - July 2013
BISYS Fund Services September 2006 - September 2008
Skills
Fund Accounting, Mutual Funds, Bloomberg, Hedge Funds, Corporate Actions, Swaps, Securities, Account Reconciliation, Equities, Financial Analysis, Alternative Investments, Financial Reporting, Fixed Income, Financial Statements, Derivatives, Cash Management, Financial Modeling, Accounting, Financial Planners, Valuation, Tax, Auditing, Finance, Investments, Banking, General Ledger, Financial Services, PeopleSoft, Corporate Finance
Education
The Ohio State University 2001 — 2005
Bachelor of Science (BS), Consumer and Family Financial Services
Daniel Dukart Daniel Dukart's Citigroup Experience December 2012 - October 2014
Job ERS Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte October 2014 - Present
Citigroup December 2012 - October 2014
Kinsale Capital Management January 2012 - March 2012
Northwestern Mutual June 2010 - April 2011
Skills
Financial Analysis, Microsoft Excel, Retirement Planning, Strategic Financial..., Cash Flow
Education
The Ohio State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Deloitte October 2014 - Present
Citigroup December 2012 - October 2014
Kinsale Capital Management January 2012 - March 2012
Northwestern Mutual June 2010 - April 2011
Skills
Financial Analysis, Microsoft Excel, Retirement Planning, Strategic Financial..., Cash Flow
Education
The Ohio State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Marc Davis Marc Davis's Citigroup Experience April 2010 - November 2011
Job Fundamental Research Analyst at Peconic Partners
Industry Financial Services
Experience
Peconic Partners November 2011 - Present
Citigroup April 2010 - November 2011
JPMorgan Chase January 2008 - March 2010
Mill Hardware & Food Service Supply, Inc. July 2006 - December 2007
Plante & Moran January 2004 - June 2006
Skills
Investment Strategies, Equity Research, Financial Analysis, Financial Modeling, Bloomberg, Equity Valuation, Portfolio Management, DCF
Education
The Ohio State University Fisher College of Business 2000 — 2003
BSBA, Honors Accounting, Finance, Economics
Peconic Partners November 2011 - Present
Citigroup April 2010 - November 2011
JPMorgan Chase January 2008 - March 2010
Mill Hardware & Food Service Supply, Inc. July 2006 - December 2007
Plante & Moran January 2004 - June 2006
Skills
Investment Strategies, Equity Research, Financial Analysis, Financial Modeling, Bloomberg, Equity Valuation, Portfolio Management, DCF
Education
The Ohio State University Fisher College of Business 2000 — 2003
BSBA, Honors Accounting, Finance, Economics
Kwame Barnes Kwame Barnes's Citigroup Experience July 2015 - Present
Job Operational Management Analyst at Citigroup
Industry Financial Services
Experience
Citigroup July 2015 - Present
Citigroup July 2014 - July 2015
Citi July 2013 - July 2014
Scottrade® Advisor Services November 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Data Analysis, Finance, Analysis, Leadership
Education
The University of Connecticut School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Management
Kingswood-Oxford
Citigroup July 2015 - Present
Citigroup July 2014 - July 2015
Citi July 2013 - July 2014
Scottrade® Advisor Services November 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Data Analysis, Finance, Analysis, Leadership
Education
The University of Connecticut School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Management
Kingswood-Oxford
Kingsley Lam Kingsley Lam's Citigroup Experience 2009 - 2009
Job Assistant Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2009 - Present
Citigroup 2009 - 2009
Hong Kong Monetary Authority 2008 - 2008
Skills
Finance, Economics, Credit, Financial Modeling, Banking, Financial Analysis, Commercial Banking, Credit Analysis, International Business, Credit Risk, Loans, Analysis, Due Diligence, Chinese, International Banking...
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Chicago
Bachelor's Degree
Queen's College
Hong Kong Certificate of Education
J.P. Morgan 2009 - Present
Citigroup 2009 - 2009
Hong Kong Monetary Authority 2008 - 2008
Skills
Finance, Economics, Credit, Financial Modeling, Banking, Financial Analysis, Commercial Banking, Credit Analysis, International Business, Credit Risk, Loans, Analysis, Due Diligence, Chinese, International Banking...
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Chicago
Bachelor's Degree
Queen's College
Hong Kong Certificate of Education
Jason Russell's Citigroup Experience June 2006 - August 2006
Job Director Investment Banking at Citi
Industry Investment Banking
Experience
Citi January 2007 - Present
Citigroup June 2006 - August 2006
Lear Corporation June 2001 - January 2006
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Masters, Business Administration, Graduated with Distinction
The Ohio State University 1996 — 2001
B.S., Industrial & Systems Engineering, 3.9
Citi January 2007 - Present
Citigroup June 2006 - August 2006
Lear Corporation June 2001 - January 2006
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Masters, Business Administration, Graduated with Distinction
The Ohio State University 1996 — 2001
B.S., Industrial & Systems Engineering, 3.9
Beverly De Soto Beverly De Soto's Citigroup Experience June 1984 - June 2002
Job President at Writers and Editors
Industry Marketing and Advertising
Experience
Writers and Editors January 1994 - Present
Bear Stearns January 2005 - October 2006
Citigroup June 1984 - June 2002
Education
The Tuck School of Business at Dartmouth 1987 — 1989
1989, MBA
University at Albany, SUNY 1975 — 1979
1979, English
Writers and Editors January 1994 - Present
Bear Stearns January 2005 - October 2006
Citigroup June 1984 - June 2002
Education
The Tuck School of Business at Dartmouth 1987 — 1989
1989, MBA
University at Albany, SUNY 1975 — 1979
1979, English
Don Reese Don Reese's Citigroup Experience November 2004 - December 2011
Job columbus zoo at Columbus Zoo and Aquarium
Industry Museums and Institutions
Experience
Columbus Zoo and Aquarium April 2014 - Present
Citigroup November 2004 - December 2011
Sears, Roebuck and Co. January 1971 - November 2004
Skills
Animal Training, Animal Husbandry, Zoo, Conservation Issues, Informal Education, Zoology, Animal Behavior, Environmental Education, Wildlife, Aquariums, Exhibit Design, Animal Work, Marine Biology, Wildlife Rehabilitation, Ecology
Education
The Ohio State University 1966 — 1970
Bachelor of Science (BS), Industrial Relations and Manpower
Columbus Zoo and Aquarium April 2014 - Present
Citigroup November 2004 - December 2011
Sears, Roebuck and Co. January 1971 - November 2004
Skills
Animal Training, Animal Husbandry, Zoo, Conservation Issues, Informal Education, Zoology, Animal Behavior, Environmental Education, Wildlife, Aquariums, Exhibit Design, Animal Work, Marine Biology, Wildlife Rehabilitation, Ecology
Education
The Ohio State University 1966 — 1970
Bachelor of Science (BS), Industrial Relations and Manpower
Satya Ghattu Satya Ghattu's Citigroup Experience March 2006 - Present
Job Senior Vice President at Citigroup
Industry Information Technology and Services
Experience
Citigroup March 2006 - Present
BEA Systems January 2001 - March 2006
Primix Solutions March 2000 - January 2001
Comsys August 1998 - April 2000
Skills
Cloud Computing, Weblogic, Java Enterprise Edition, Middleware, Oracle, WebSphere Portal, Enterprise Software, Enterprise Architecture, Java, Solution Architecture, Websphere, Jython, SOA, SDLC, Process Automation, Software Engineering, Architectures, Unix, Integration, EAI, Data Warehousing, Agile Methodologies, Software Project..., Software Development, Security, Strategy, Web Services, Sybase, IT Strategy, Solaris, Distributed Systems, VMware ESX, VMware vSphere, vcac, cirba, Architecture, WebLogic, Requirements Analysis, Management, Vendor Management
Education
The University of Akron
MS, Engineering
Citigroup March 2006 - Present
BEA Systems January 2001 - March 2006
Primix Solutions March 2000 - January 2001
Comsys August 1998 - April 2000
Skills
Cloud Computing, Weblogic, Java Enterprise Edition, Middleware, Oracle, WebSphere Portal, Enterprise Software, Enterprise Architecture, Java, Solution Architecture, Websphere, Jython, SOA, SDLC, Process Automation, Software Engineering, Architectures, Unix, Integration, EAI, Data Warehousing, Agile Methodologies, Software Project..., Software Development, Security, Strategy, Web Services, Sybase, IT Strategy, Solaris, Distributed Systems, VMware ESX, VMware vSphere, vcac, cirba, Architecture, WebLogic, Requirements Analysis, Management, Vendor Management
Education
The University of Akron
MS, Engineering
Erick Pfaucht Erick Pfaucht's Citigroup Experience August 2005 - August 2006
Job Senior Director Financial Risk Management at McDonald's Corporation
Industry Restaurants
Experience
McDonald's Corporation September 2013 - Present
McDonald's Corporation January 2011 - Present
Northern Trust May 2010 - January 2011
GE Healthcare August 2006 - May 2010
Citigroup August 2005 - August 2006
McDonald's 2002 - 2005
McDonald's Corporation 1999 - 2002
Ernst & Young 1997 - 1999
Skills
FX Options, Derivatives, Trading, Financial Risk, Commodity, Treasury, Risk Management, Strategic Financial..., Hedging, Financial Modeling, Finance, Strategy, Foreign Exchange, Accounting, Corporate Finance, Currency
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance and Economics
The University of Chicago Booth School of Business 2002 — 2005
Master of Business Administration (M.B.A.), Finance and Economics
University of Illinois at Urbana-Champaign - College of Business 1994 — 1997
Accountancy, Accountancy
McDonald's Corporation September 2013 - Present
McDonald's Corporation January 2011 - Present
Northern Trust May 2010 - January 2011
GE Healthcare August 2006 - May 2010
Citigroup August 2005 - August 2006
McDonald's 2002 - 2005
McDonald's Corporation 1999 - 2002
Ernst & Young 1997 - 1999
Skills
FX Options, Derivatives, Trading, Financial Risk, Commodity, Treasury, Risk Management, Strategic Financial..., Hedging, Financial Modeling, Finance, Strategy, Foreign Exchange, Accounting, Corporate Finance, Currency
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance and Economics
The University of Chicago Booth School of Business 2002 — 2005
Master of Business Administration (M.B.A.), Finance and Economics
University of Illinois at Urbana-Champaign - College of Business 1994 — 1997
Accountancy, Accountancy
Abhi Chandrasekhara Abhi Chandrasekhara's Citigroup Experience June 2009 - June 2011
Job MBA Candidate at University of Chicago Booth School of Business
Industry Venture Capital & Private Equity
Experience
University of Chicago Booth School of Business 2015 - Present
Money Intel (Denarius Capital Advisors) 2014 - 2015
TA Associates 2011 - 2013
Citigroup June 2009 - June 2011
Goldman Sachs 2008 - 2009
The Lemma Senbet Fund 2008 - 2009
United States Senate - Senator Charles E. Schumer 2007 - 2007
Sempra Energy 2007 - 2007
Skills
Investment Banking, Private Equity, Financial Modeling, Investments, Mergers, Strategy, Economics, Hedge Funds, Securities, IPO, Mergers & Acquisitions, Due Diligence, Equities, Portfolio Management, Finance, Derivatives, Financial Structuring, Equity Research, LBO, Financial Services, Valuation, Acquisitions, Venture Capital
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (BS), Finance, with Honors
University of Maryland College Park
Bachelor of Arts (BA), Economics, Presidential Scholar
University of Chicago Booth School of Business 2015 - Present
Money Intel (Denarius Capital Advisors) 2014 - 2015
TA Associates 2011 - 2013
Citigroup June 2009 - June 2011
Goldman Sachs 2008 - 2009
The Lemma Senbet Fund 2008 - 2009
United States Senate - Senator Charles E. Schumer 2007 - 2007
Sempra Energy 2007 - 2007
Skills
Investment Banking, Private Equity, Financial Modeling, Investments, Mergers, Strategy, Economics, Hedge Funds, Securities, IPO, Mergers & Acquisitions, Due Diligence, Equities, Portfolio Management, Finance, Derivatives, Financial Structuring, Equity Research, LBO, Financial Services, Valuation, Acquisitions, Venture Capital
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (BS), Finance, with Honors
University of Maryland College Park
Bachelor of Arts (BA), Economics, Presidential Scholar
Eva Leighton's Citigroup Experience 2002 - May 2010
Job
Industry Financial Services
Experience
Leighton Advising LLC June 2015 - Present
Morgan Stanley May 2012 - May 2015
AIG Asset Management June 2010 - April 2012
Citigroup 2002 - May 2010
Egon Zehnder International 2000 - 2002
Citibank 1988 - May 2000
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance and International Economics
The University of Chicago 1982 — 1986
BA, Economics
Leighton Advising LLC June 2015 - Present
Morgan Stanley May 2012 - May 2015
AIG Asset Management June 2010 - April 2012
Citigroup 2002 - May 2010
Egon Zehnder International 2000 - 2002
Citibank 1988 - May 2000
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance and International Economics
The University of Chicago 1982 — 1986
BA, Economics
Guillermo E Gonzalez U Guillermo E Gonzalez U's Citigroup Experience June 1997 - June 2000
Job General Manager at Latmedical, LLC
Industry Health, Wellness and Fitness
Experience
Latmedical, LLC February 2009 - Present
BSN Medical October 2003 - January 2009
Simpson Development Corporation July 2002 - September 2003
Hispanic News Press July 2001 - July 2002
Citigroup June 1997 - June 2000
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Executive Education - Building a High-Performing Minority Business
Arthur D. Little School of Management 2000 — 2001
Master of Science in Management, International Management
Universidad 'Santa María' 1993 — 1998
Licenciado en Administración, Business Administration
Instituto Cumbres de Caracas
Latmedical, LLC February 2009 - Present
BSN Medical October 2003 - January 2009
Simpson Development Corporation July 2002 - September 2003
Hispanic News Press July 2001 - July 2002
Citigroup June 1997 - June 2000
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Executive Education - Building a High-Performing Minority Business
Arthur D. Little School of Management 2000 — 2001
Master of Science in Management, International Management
Universidad 'Santa María' 1993 — 1998
Licenciado en Administración, Business Administration
Instituto Cumbres de Caracas
Anthony Boccio Anthony Boccio's Citigroup Experience 1992 - 1996
Job Product Manager
Industry Financial Services
Experience
PMG Consultant January 2015 - Present
E*TRADE Financial November 2013 - June 2014
Wey Technology August 2011 - January 2013
Thomson Reuters May 2008 - February 2011
Reuters July 2002 - May 2008
Reuters America, LLC January 2006 - April 2007
JPMorgan Chase January 2001 - October 2001
JPMorgan Chase September 1998 - January 2001
Citigroup 1992 - 1996
Skills
Market Data, Financial Markets, Product Management, Equities, Low Latency, Strategy, Business Analysis, Pre-sales, Fixed Income, Financial Services, Sales, Hedge Funds, Electronic Trading, Securities, Derivatives, Training, Trading Systems, Reference Data, Equity Derivatives, Sales Presentations, Portfolio Management, Trading Strategies, Derivatives Trading, Trading Floor, Technology Solutions, Strategic Partnerships, Index Options, Competitive Strategies, Competitive Analysis
Education
The Ohio State University 1987 — 1989
PMG Consultant January 2015 - Present
E*TRADE Financial November 2013 - June 2014
Wey Technology August 2011 - January 2013
Thomson Reuters May 2008 - February 2011
Reuters July 2002 - May 2008
Reuters America, LLC January 2006 - April 2007
JPMorgan Chase January 2001 - October 2001
JPMorgan Chase September 1998 - January 2001
Citigroup 1992 - 1996
Skills
Market Data, Financial Markets, Product Management, Equities, Low Latency, Strategy, Business Analysis, Pre-sales, Fixed Income, Financial Services, Sales, Hedge Funds, Electronic Trading, Securities, Derivatives, Training, Trading Systems, Reference Data, Equity Derivatives, Sales Presentations, Portfolio Management, Trading Strategies, Derivatives Trading, Trading Floor, Technology Solutions, Strategic Partnerships, Index Options, Competitive Strategies, Competitive Analysis
Education
The Ohio State University 1987 — 1989
James Trey Morrish James Trey Morrish's Citigroup Experience October 2013 - September 2014
Job Analyst Equity Research
Industry Financial Services
Experience
Barclays Investment Bank October 2014 - Present
Citigroup October 2013 - September 2014
Northcoast Research August 2013 - October 2013
Young Life August 2008 - May 2012
Black Diamond Performance Reporting, LLC May 2011 - August 2011
Young Life August 2006 - May 2008
Skills
Bloomberg Certified, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Capital IQ, Crystal Ball
Education
The Ohio State University 2012 — 2013
Specialized Masters in Business Finance, Investment Management
University of North Florida - College of Business Administration 2008 — 2012
BBA, Finance & Economics
Barclays Investment Bank October 2014 - Present
Citigroup October 2013 - September 2014
Northcoast Research August 2013 - October 2013
Young Life August 2008 - May 2012
Black Diamond Performance Reporting, LLC May 2011 - August 2011
Young Life August 2006 - May 2008
Skills
Bloomberg Certified, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Capital IQ, Crystal Ball
Education
The Ohio State University 2012 — 2013
Specialized Masters in Business Finance, Investment Management
University of North Florida - College of Business Administration 2008 — 2012
BBA, Finance & Economics
Nick Lapiana Nick Lapiana's Citigroup Experience March 2011 - August 2012
Job Senior Auditor US Corporate Audit DIRECTV
Industry Broadcast Media
Jonathan Flagg, CFA, CAMS Jonathan Flagg, CFA, CAMS's Citigroup Experience November 2010 - Present
Job Compliance Director at Citigroup
Industry Financial Services
Experience
Citigroup November 2010 - Present
JP Morgan Chase October 2004 - November 2010
Skills
Compliance, Financial Regulation, AML, Capital Markets, Derivatives, Financial Analysis, Analytics, Statistical Modeling, Risk Management, Data Quality, Data Governance, Data Standards, Behavioral Science, Sociology, FX, Fixed Income, Futures, Commodities
Education
The New School 1993 — 1999
MA, Sociology
Simon's Rock College 1986 — 1991
BA, Social Sciences
University of Southern California 1988 — 1989
Cinema Television/Psychology
Citigroup November 2010 - Present
JP Morgan Chase October 2004 - November 2010
Skills
Compliance, Financial Regulation, AML, Capital Markets, Derivatives, Financial Analysis, Analytics, Statistical Modeling, Risk Management, Data Quality, Data Governance, Data Standards, Behavioral Science, Sociology, FX, Fixed Income, Futures, Commodities
Education
The New School 1993 — 1999
MA, Sociology
Simon's Rock College 1986 — 1991
BA, Social Sciences
University of Southern California 1988 — 1989
Cinema Television/Psychology
JP Gravitt's Citigroup Experience January 2008 - April 2010
Job Technology Analyst, Portfolio Manager
Industry Investment Management
Experience
Fred Alger Management, Inc. March 2014 - February 2015
Fred Alger Management, Inc. February 2012 - January 2015
Moore Capital Management May 2010 - January 2012
Citigroup January 2008 - April 2010
S Squared 2004 - 2007
Grange Park Capital 2003 - 2004
Pequot Capital 2002 - 2003
Skills
Hedge Funds, Investments, Portfolio Management, Equities, Financial Modeling, Asset Management, Valuation, Equity Research, Mutual Funds, Bloomberg, Alternative Investments, Fixed Income, Technology Stocks, Value Investing, Small Cap, Short Sales, Trading, Investment Management, Equity Valuation, Asset Allocation, Private Equity, Capital Markets, MBA, SMID Cap, Financial Planning, Long/Short Equity, Financial Analysis, TMT
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Financial Analytics
Vanderbilt University 1988 — 1992
Bachelor of Science (BS), Mathematics
Fred Alger Management, Inc. March 2014 - February 2015
Fred Alger Management, Inc. February 2012 - January 2015
Moore Capital Management May 2010 - January 2012
Citigroup January 2008 - April 2010
S Squared 2004 - 2007
Grange Park Capital 2003 - 2004
Pequot Capital 2002 - 2003
Skills
Hedge Funds, Investments, Portfolio Management, Equities, Financial Modeling, Asset Management, Valuation, Equity Research, Mutual Funds, Bloomberg, Alternative Investments, Fixed Income, Technology Stocks, Value Investing, Small Cap, Short Sales, Trading, Investment Management, Equity Valuation, Asset Allocation, Private Equity, Capital Markets, MBA, SMID Cap, Financial Planning, Long/Short Equity, Financial Analysis, TMT
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Financial Analytics
Vanderbilt University 1988 — 1992
Bachelor of Science (BS), Mathematics
Christie Martin's Citigroup Experience June 2007 - February 2008
Job Director of Brands at Print Syndicate
Industry Retail
Experience
Print Syndicate February 2015 - Present
Retail Startups December 2012 - Present
Club Monaco December 2013 - February 2015
canvas Home December 2012 - December 2013
JackThreads October 2010 - December 2012
The Limited February 2008 - October 2010
Fisher College of Business January 2005 - June 2008
Citigroup June 2007 - February 2008
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
BSBA, Finance
Print Syndicate February 2015 - Present
Retail Startups December 2012 - Present
Club Monaco December 2013 - February 2015
canvas Home December 2012 - December 2013
JackThreads October 2010 - December 2012
The Limited February 2008 - October 2010
Fisher College of Business January 2005 - June 2008
Citigroup June 2007 - February 2008
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
BSBA, Finance
Lisa Hostetler's Citigroup Experience December 2009 - April 2011
Job Business Analyst at ContainerPort Group, Inc
Industry Transportation/Trucking/Railroad
Experience
ContainerPort Group, Inc March 2015 - Present
TravelCenters of America July 2014 - February 2015
SecureState October 2013 - May 2014
JPMorgan Chase September 2012 - September 2013
JPMorgan Chase December 2011 - September 2012
SecureState November 2011 - November 2011
MP Biomedicals June 2011 - July 2011
Peterson Ellis Fergus & Peer. LLP April 2011 - April 2011
Citigroup December 2009 - April 2011
Citigroup December 2008 - December 2009
Skills
Training, Microsoft Office, Customer Service, Finance, Microsoft Excel, People Skills, Analysis, Team-oriented, Banking, Sales, CRM, Process Improvement, Time Management, Leadership, Problem Solving, Recruiting, Equities, Data Analysis, Business Analysis, Event Planning, Access, Retail, Mutual Funds, Securities, Marketing, Lead Generation, Customer Satisfaction, Team Leadership, Strategic Planning, Budgets, Business Intelligence, Business Strategy, Team Building
Education
The Ohio State University Fisher College of Business 2005 — 2007
Bachelors, Business Admin- Operations Management
Columbus State Community College 2002 — 2005
N/A, Business
ContainerPort Group, Inc March 2015 - Present
TravelCenters of America July 2014 - February 2015
SecureState October 2013 - May 2014
JPMorgan Chase September 2012 - September 2013
JPMorgan Chase December 2011 - September 2012
SecureState November 2011 - November 2011
MP Biomedicals June 2011 - July 2011
Peterson Ellis Fergus & Peer. LLP April 2011 - April 2011
Citigroup December 2009 - April 2011
Citigroup December 2008 - December 2009
Skills
Training, Microsoft Office, Customer Service, Finance, Microsoft Excel, People Skills, Analysis, Team-oriented, Banking, Sales, CRM, Process Improvement, Time Management, Leadership, Problem Solving, Recruiting, Equities, Data Analysis, Business Analysis, Event Planning, Access, Retail, Mutual Funds, Securities, Marketing, Lead Generation, Customer Satisfaction, Team Leadership, Strategic Planning, Budgets, Business Intelligence, Business Strategy, Team Building
Education
The Ohio State University Fisher College of Business 2005 — 2007
Bachelors, Business Admin- Operations Management
Columbus State Community College 2002 — 2005
N/A, Business
Rade Ray Kljajic Rade Ray Kljajic's Citigroup Experience 1989 - 2015
Job Managing Director at American Public Infrastructure, LLC
Industry Financial Services
Experience
American Public Infrastructure, LLC 2015 - Present
Citigroup 1989 - 2015
Drexel Burnham Lambert May 1988 - July 1989
Continental Illinois National Bank and Trust May 1978 - December 1987
Skills
Government Finance, Stadium, Convention..., Privatization & Public..., Transportation Finance, Government, Transportation, Financial Modeling, Investments, Financial Analysis, Valuation, Fixed Income, Due Diligence, Structured Finance, Finance, Investment Banking, Asset Management, Public Finance, Strategic Planning, Financial Structuring, Securities, Public/private..., Bonds, Mergers & Acquisitions, Credit Analysis, Capital Markets, Credit, Portfolio Management, Banking, Derivatives, Private Equity, Corporate Finance, Alternative Investments, Risk Management, Bloomberg, Convention Centers, Loans, Equities, Project Finance, Hotels, Economics, Hedge Funds, Privatization, Emerging Markets, Credit Risk
Education
The University of Chicago Booth School of Business 1981 — 1984
MBA, Finance
Wabash College 1974 — 1978
BA, Economics
American Public Infrastructure, LLC 2015 - Present
Citigroup 1989 - 2015
Drexel Burnham Lambert May 1988 - July 1989
Continental Illinois National Bank and Trust May 1978 - December 1987
Skills
Government Finance, Stadium, Convention..., Privatization & Public..., Transportation Finance, Government, Transportation, Financial Modeling, Investments, Financial Analysis, Valuation, Fixed Income, Due Diligence, Structured Finance, Finance, Investment Banking, Asset Management, Public Finance, Strategic Planning, Financial Structuring, Securities, Public/private..., Bonds, Mergers & Acquisitions, Credit Analysis, Capital Markets, Credit, Portfolio Management, Banking, Derivatives, Private Equity, Corporate Finance, Alternative Investments, Risk Management, Bloomberg, Convention Centers, Loans, Equities, Project Finance, Hotels, Economics, Hedge Funds, Privatization, Emerging Markets, Credit Risk
Education
The University of Chicago Booth School of Business 1981 — 1984
MBA, Finance
Wabash College 1974 — 1978
BA, Economics
Michael Finer's Citigroup Experience December 2006 - June 2007
Job Sales Director at McGrawHill Higher Education
Industry Publishing
Experience
McGraw-Hill Education January 2015 - Present
McGraw-Hill Education January 2013 - January 2015
Cengage Learning September 2012 - January 2013
Pearson Education February 2011 - September 2012
Wells Fargo September 2008 - December 2010
Merrill Lynch September 2007 - June 2008
CITIGROUP December 2006 - June 2007
Skills
Financial Analysis, Financial Planning, Sales Management, Mortgage Underwriting, Efficiency Improvement, Marketing Strategy, Academic Publishing, Publishing, Banking, Credit, Finance, Investments, Loans, Leadership, Management, Mortgage Lending, Performance Improvement, Sales, Sales Operations, Sales Presentations, Salesforce.com, Strategic Financial..., Strategy, Wealth Management
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science, Finance
McGraw-Hill Education January 2015 - Present
McGraw-Hill Education January 2013 - January 2015
Cengage Learning September 2012 - January 2013
Pearson Education February 2011 - September 2012
Wells Fargo September 2008 - December 2010
Merrill Lynch September 2007 - June 2008
CITIGROUP December 2006 - June 2007
Skills
Financial Analysis, Financial Planning, Sales Management, Mortgage Underwriting, Efficiency Improvement, Marketing Strategy, Academic Publishing, Publishing, Banking, Credit, Finance, Investments, Loans, Leadership, Management, Mortgage Lending, Performance Improvement, Sales, Sales Operations, Sales Presentations, Salesforce.com, Strategic Financial..., Strategy, Wealth Management
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science, Finance
Vanessa Halloum's Citigroup Experience February 2004 - July 2007
Job #1 International Bestselling Author & Marketing Coach
Industry Professional Training & Coaching
Experience
The Holistic Chamber of Commerce October 2013 - Present
Empowered Life Productions November 2009 - Present
Conscious Living Magazine January 2013 - January 2014
Feminine Soul Radio Show January 2012 - January 2014
NJ Unleashed, New Jersey's Powerteam January 2009 - October 2009
Etrade July 2007 - June 2008
Citigroup February 2004 - July 2007
Moda Capital Management Inc October 2001 - October 2003
Citigroup 2000 - 2001
Communications Equity Associates 1999 - 2000
Skills
Online Advertising, Product Management, Marketing Strategy, Direct Marketing, Market Research, Strategy, Marketing Management, Marketing, Advertising, Social Media, Cross-functional Team..., Business Development, Entrepreneurship, Leadership, Strategic Planning, Sales, Management, Product Development, CRM, Public Speaking, Strategic Partnerships, Program Management, Online Marketing, Social Media Marketing, Web Marketing, Blogging, Start-ups, Lead Generation, Mobile Marketing, Email Marketing, Product Marketing, Digital Marketing, E-commerce, Business Planning, Integrated Marketing, Team Building, New Business Development, Budgets, Training, Coaching, Competitive Analysis, Business Strategy, Marketing Communications, Social Networking, SEO, Small Business, Brand Development, SEM, Consulting, Public Relations
Education
Anthony Robbins' Mastery University 2008 — 2009
Neuro Associative Conditioning, Psychology of Leadership
Landmark Eduation 2008 — 2008
Curriculum for Living, Landmark Forum
Universidad Interamericana de Puerto Rico 1995 — 1999
BA, Marketing
Let's Get Social
Let's Get Social
NLP Center of New York
The New School
The Holistic Chamber of Commerce October 2013 - Present
Empowered Life Productions November 2009 - Present
Conscious Living Magazine January 2013 - January 2014
Feminine Soul Radio Show January 2012 - January 2014
NJ Unleashed, New Jersey's Powerteam January 2009 - October 2009
Etrade July 2007 - June 2008
Citigroup February 2004 - July 2007
Moda Capital Management Inc October 2001 - October 2003
Citigroup 2000 - 2001
Communications Equity Associates 1999 - 2000
Skills
Online Advertising, Product Management, Marketing Strategy, Direct Marketing, Market Research, Strategy, Marketing Management, Marketing, Advertising, Social Media, Cross-functional Team..., Business Development, Entrepreneurship, Leadership, Strategic Planning, Sales, Management, Product Development, CRM, Public Speaking, Strategic Partnerships, Program Management, Online Marketing, Social Media Marketing, Web Marketing, Blogging, Start-ups, Lead Generation, Mobile Marketing, Email Marketing, Product Marketing, Digital Marketing, E-commerce, Business Planning, Integrated Marketing, Team Building, New Business Development, Budgets, Training, Coaching, Competitive Analysis, Business Strategy, Marketing Communications, Social Networking, SEO, Small Business, Brand Development, SEM, Consulting, Public Relations
Education
Anthony Robbins' Mastery University 2008 — 2009
Neuro Associative Conditioning, Psychology of Leadership
Landmark Eduation 2008 — 2008
Curriculum for Living, Landmark Forum
Universidad Interamericana de Puerto Rico 1995 — 1999
BA, Marketing
Let's Get Social
Let's Get Social
NLP Center of New York
The New School
Ashwin Natarajan's Citigroup Experience July 2006 - December 2012
Job Director Investment Banking at Citi
Industry Investment Banking
Experience
Citi January 2013 - Present
Citigroup July 2006 - December 2012
RBC Capital Markets June 2005 - August 2005
Hewitt Associates August 1999 - August 2004
Skills
Valuation, Corporate Finance, LBO, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investor Relations, DCF, Capital Structure, High Yield, Finance, Financial Modeling, Sell Side, Capital Markets, Due Diligence, IPO, Equities, Private Equity, Analysis, Investments, Management, Strategy, Fixed Income
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
University of Houston 1997 — 1999
MS, Chemical Engineering
University of Mumbai 1993 — 1997
B.Chem.Engg, Chemical Engineering
OLPS 1988 — 1990
Citi January 2013 - Present
Citigroup July 2006 - December 2012
RBC Capital Markets June 2005 - August 2005
Hewitt Associates August 1999 - August 2004
Skills
Valuation, Corporate Finance, LBO, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investor Relations, DCF, Capital Structure, High Yield, Finance, Financial Modeling, Sell Side, Capital Markets, Due Diligence, IPO, Equities, Private Equity, Analysis, Investments, Management, Strategy, Fixed Income
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
University of Houston 1997 — 1999
MS, Chemical Engineering
University of Mumbai 1993 — 1997
B.Chem.Engg, Chemical Engineering
OLPS 1988 — 1990
Razmig Arzoumanian Razmig Arzoumanian's Citigroup Experience 1999 - 2004
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International April 2011 - Present
Bank of America Merrill Lynch May 2004 - February 2011
Citigroup 1999 - 2004
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
Lincoln International April 2011 - Present
Bank of America Merrill Lynch May 2004 - February 2011
Citigroup 1999 - 2004
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
Sohee Lacey's Citigroup Experience July 2005 - July 2007
Job Business Development at OpenTable
Industry Marketing and Advertising
Experience
OpenTable February 2015 - Present
The Clorox Company March 2014 - February 2015
The Clorox Company September 2012 - March 2014
The Clorox Company June 2011 - September 2011
Sake Blue Japanese Bistro August 2007 - June 2011
Citigroup July 2005 - July 2007
Morgan Stanley June 2004 - August 2004
Skills
Financial Modeling, Cross-functional Team..., Entrepreneurship, Mergers & Acquisitions, Marketing, Brand Management, Competitive Analysis, Market Research, Analytics, Strategy, Marketing Strategy, Finance, Business Strategy, Forecasting, Financial Analysis, Market Analysis, Strategic Planning, Product Marketing
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master in Business Administration
University of California, Berkeley 2000 — 2004
BS, Business Administration, Asian American History
OpenTable February 2015 - Present
The Clorox Company March 2014 - February 2015
The Clorox Company September 2012 - March 2014
The Clorox Company June 2011 - September 2011
Sake Blue Japanese Bistro August 2007 - June 2011
Citigroup July 2005 - July 2007
Morgan Stanley June 2004 - August 2004
Skills
Financial Modeling, Cross-functional Team..., Entrepreneurship, Mergers & Acquisitions, Marketing, Brand Management, Competitive Analysis, Market Research, Analytics, Strategy, Marketing Strategy, Finance, Business Strategy, Forecasting, Financial Analysis, Market Analysis, Strategic Planning, Product Marketing
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master in Business Administration
University of California, Berkeley 2000 — 2004
BS, Business Administration, Asian American History
Peter Zajaczkowski Peter Zajaczkowski's Citigroup Experience 2002 - 2003
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Guy Carpenter October 2012 - September 2014
The Hartford April 2012 - October 2012
UBS April 2011 - April 2012
GE September 2010 - April 2011
Deloitte December 2005 - September 2010
Morgan Stanley 2004 - 2005
General Electric March 2003 - November 2004
Citigroup 2002 - 2003
GE Commercial Finance 1999 - 2002
Skills
Master Black Belt, Six Sigma, Business Process..., Process Improvement, Program Management, Change Management, Continuous Improvement, PMP, Mentoring, Leadership Development, Lean Sigma, Cross-functional Team..., Project Management, PMO, Business Process..., Leadership, Operational Excellence, Business Process, Management Consulting, Analysis, Business Transformation, Quality Management, Strategy
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance and Economics
The University of Connecticut 1995 — 1998
BA, Business Administration
Darien High School 1993 — 1995
Diploma, General Studies
I LO - Warsaw, Poland 1991 — 1992
Diploma, General Studies
School # 176 in Warsaw, Poland 1983 — 1991
Diploma, General Studies
Morgan Stanley September 2014 - Present
Guy Carpenter October 2012 - September 2014
The Hartford April 2012 - October 2012
UBS April 2011 - April 2012
GE September 2010 - April 2011
Deloitte December 2005 - September 2010
Morgan Stanley 2004 - 2005
General Electric March 2003 - November 2004
Citigroup 2002 - 2003
GE Commercial Finance 1999 - 2002
Skills
Master Black Belt, Six Sigma, Business Process..., Process Improvement, Program Management, Change Management, Continuous Improvement, PMP, Mentoring, Leadership Development, Lean Sigma, Cross-functional Team..., Project Management, PMO, Business Process..., Leadership, Operational Excellence, Business Process, Management Consulting, Analysis, Business Transformation, Quality Management, Strategy
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance and Economics
The University of Connecticut 1995 — 1998
BA, Business Administration
Darien High School 1993 — 1995
Diploma, General Studies
I LO - Warsaw, Poland 1991 — 1992
Diploma, General Studies
School # 176 in Warsaw, Poland 1983 — 1991
Diploma, General Studies
Jeetal Shah's Citigroup Experience June 2006 - January 2008
Job Big Data, Hadoop, Java, Software Design, DataasaService, ETL, Data Analytics, SQL, NoSQL, Python
Industry Information Technology and Services
Experience
Adconion Direct January 2008 - Present
Citigroup June 2006 - January 2008
Computer SOS, Inc. May 2004 - June 2006
Skills
Ant, Maven, Tomcat, EJB, Hibernate, Servlets, Eclipse, JSP, JMX, HBase, JDBC, JMS, Spring, Hive, Pig, Sqoop, Python, Sprint Planning, Hadoop, Cloud Computing, TestNG, JUnit, RMI, Hessian, Avro, Protocol Buffers, Subversion, CVS, Hg, Selenium Testing, SOAP, REST, JavaScript, HTTP, PostgreSQL, Oracle SQL, Microsoft SQL Server, MySQL, Websphere, Emacs, Vim, NetBeans, IntelliJ IDEA, Azkaban, Mac OS X, Linux, Thrift, AJAX, YAML, JSON
Education
University at Buffalo 2002 — 2004
Master of Science, Computer Science
The Maharaja Sayajirao University of Baroda 1998 — 2002
Bachelor of Engineering, Computer Science and Engineering
Adconion Direct January 2008 - Present
Citigroup June 2006 - January 2008
Computer SOS, Inc. May 2004 - June 2006
Skills
Ant, Maven, Tomcat, EJB, Hibernate, Servlets, Eclipse, JSP, JMX, HBase, JDBC, JMS, Spring, Hive, Pig, Sqoop, Python, Sprint Planning, Hadoop, Cloud Computing, TestNG, JUnit, RMI, Hessian, Avro, Protocol Buffers, Subversion, CVS, Hg, Selenium Testing, SOAP, REST, JavaScript, HTTP, PostgreSQL, Oracle SQL, Microsoft SQL Server, MySQL, Websphere, Emacs, Vim, NetBeans, IntelliJ IDEA, Azkaban, Mac OS X, Linux, Thrift, AJAX, YAML, JSON
Education
University at Buffalo 2002 — 2004
Master of Science, Computer Science
The Maharaja Sayajirao University of Baroda 1998 — 2002
Bachelor of Engineering, Computer Science and Engineering
Erik Schulte's Citigroup Experience June 2010 - November 2010
Job Financial Advisor Services at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2015 - Present
Fidelity Investments September 2014 - August 2015
Fidelity Investments July 2013 - September 2014
Fidelity Investments October 2012 - July 2013
Fidelity Investments February 2011 - October 2012
Citigroup June 2010 - November 2010
Citigroup June 2008 - May 2010
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
The Ohio State University - The Max M. Fisher College of Business 2003 — 2008
Bachelor's Degree
Dimensional Fund Advisors August 2015 - Present
Fidelity Investments September 2014 - August 2015
Fidelity Investments July 2013 - September 2014
Fidelity Investments October 2012 - July 2013
Fidelity Investments February 2011 - October 2012
Citigroup June 2010 - November 2010
Citigroup June 2008 - May 2010
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
The Ohio State University - The Max M. Fisher College of Business 2003 — 2008
Bachelor's Degree
Charles Foster Charles Foster's Citigroup Experience October 1998 - April 2000
Job Managing Director, Global Head Manufacturing and Chemicals, and Head of Industrials & TMT North America Lloyds Bank
Industry Financial Services
Experience
Lloyds Banking Group October 2010 - Present
Structured Investment Management July 2007 - September 2010
Barclays Capital June 2004 - March 2007
Citi May 2000 - June 2004
Citigroup October 1998 - April 2000
Citi March 1998 - October 1998
Citi April 1996 - February 1998
Citibank Canada May 1990 - March 1996
Education
University of Toronto - Rotman School of Management 1987 — 1989
MBA, Finance
The University of British Columbia 1980 — 1985
BA, History; Biochemistry
St.Georges School for Boys 1976 — 1980
High School Diploma
Lloyds Banking Group October 2010 - Present
Structured Investment Management July 2007 - September 2010
Barclays Capital June 2004 - March 2007
Citi May 2000 - June 2004
Citigroup October 1998 - April 2000
Citi March 1998 - October 1998
Citi April 1996 - February 1998
Citibank Canada May 1990 - March 1996
Education
University of Toronto - Rotman School of Management 1987 — 1989
MBA, Finance
The University of British Columbia 1980 — 1985
BA, History; Biochemistry
St.Georges School for Boys 1976 — 1980
High School Diploma
Dorothea Izzo Dorothea Izzo's Citigroup Experience July 2010 - December 2012
Job
Industry Marketing and Advertising
Experience
Burson-Marsteller September 2012 - Present
Citigroup July 2010 - December 2012
Visual Alchemy July 2009 - June 2010
Citi Alternative Investments June 2008 - December 2008
U.S. News & World Report June 2005 - June 2006
Rockefeller Financial Services April 2003 - January 2005
Skills
Graphic Design, Dreamweaver, Illustrator, Email Marketing, Advertising, Web Design, Logo Design, InDesign, Brochures, Photoshop, Graphics, Newsletters, QuarkXPress, Marketing, Direct Mail, Flash, Corporate Identity, Illustration, CSS, Publications, Creative Direction, Marketing Communications
Education
New School University
Certificate World Wide Web Page Construction, Web Design
University of California, Berkeley
Bachelor of Arts, Linguistics
Burson-Marsteller September 2012 - Present
Citigroup July 2010 - December 2012
Visual Alchemy July 2009 - June 2010
Citi Alternative Investments June 2008 - December 2008
U.S. News & World Report June 2005 - June 2006
Rockefeller Financial Services April 2003 - January 2005
Skills
Graphic Design, Dreamweaver, Illustrator, Email Marketing, Advertising, Web Design, Logo Design, InDesign, Brochures, Photoshop, Graphics, Newsletters, QuarkXPress, Marketing, Direct Mail, Flash, Corporate Identity, Illustration, CSS, Publications, Creative Direction, Marketing Communications
Education
New School University
Certificate World Wide Web Page Construction, Web Design
University of California, Berkeley
Bachelor of Arts, Linguistics
Fred Ripepi Fred Ripepi's Citigroup Experience March 1998 - June 2005
Job Senior Database Administrator
Industry Computer Software
Experience
Walt Disney World December 2012 - Present
US Army September 2010 - November 2012
self employed June 2005 - September 2010
Citigroup March 1998 - June 2005
IBM Global Services October 1997 - March 1998
Progress Energy February 1991 - October 1997
Technology Solutions Company (TSC) Chicago, Il November 1988 - February 1991
Textron August 1986 - November 1988
Georgia-Pacific LLC September 1984 - August 1986
Skills
Oracle, PeopleSoft, SDLC, Trading, Business Intelligence, Real Estate, Business Analysis, Data Warehousing, ITIL, Disaster Recovery, IT Strategy, Databases, Enterprise Architecture, Integration, Vendor Management, PL/SQL, Software Development, Unix, PMP, Virtualization, Performance Tuning, Solaris, SharePoint, Database Design, Database Administration, Windows Server, SQL, Data Modeling, Operating Systems, IT Management, Software Project..., Cloud Computing, MS Project, Oracle Applications, Requirements Gathering, IT Operations, System Administration, Software Documentation, Solution Architecture, Agile Methodologies, Requirements Analysis, Systems Analysis, Microsoft SQL Server, Information Technology, Business Objects, Resource Management, Data Center, Security, Unix Shell Scripting, IT Service Management
Education
The Ohio State University
BSBA, Computer Science
Walt Disney World December 2012 - Present
US Army September 2010 - November 2012
self employed June 2005 - September 2010
Citigroup March 1998 - June 2005
IBM Global Services October 1997 - March 1998
Progress Energy February 1991 - October 1997
Technology Solutions Company (TSC) Chicago, Il November 1988 - February 1991
Textron August 1986 - November 1988
Georgia-Pacific LLC September 1984 - August 1986
Skills
Oracle, PeopleSoft, SDLC, Trading, Business Intelligence, Real Estate, Business Analysis, Data Warehousing, ITIL, Disaster Recovery, IT Strategy, Databases, Enterprise Architecture, Integration, Vendor Management, PL/SQL, Software Development, Unix, PMP, Virtualization, Performance Tuning, Solaris, SharePoint, Database Design, Database Administration, Windows Server, SQL, Data Modeling, Operating Systems, IT Management, Software Project..., Cloud Computing, MS Project, Oracle Applications, Requirements Gathering, IT Operations, System Administration, Software Documentation, Solution Architecture, Agile Methodologies, Requirements Analysis, Systems Analysis, Microsoft SQL Server, Information Technology, Business Objects, Resource Management, Data Center, Security, Unix Shell Scripting, IT Service Management
Education
The Ohio State University
BSBA, Computer Science
Harry Vlandis Harry Vlandis's Citigroup Experience December 1986 - February 2007
Job Managing Director of Secondary Loan Origination and Sales at GE Capital
Industry Banking
Experience
GE Capital February 2007 - Present
Citigroup December 1986 - February 2007
Arthur Andersen September 1983 - October 1986
Skills
Corporate Finance, Accounting, Workout, Credit Analysis, Distressed Debt, CFA Chartholder, Financial Modeling, Portfolio Management
Education
The University of Connecticut 1991 — 1997
Master of Business Administration (MBA), Finance, General
The University of Connecticut School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
GE Capital February 2007 - Present
Citigroup December 1986 - February 2007
Arthur Andersen September 1983 - October 1986
Skills
Corporate Finance, Accounting, Workout, Credit Analysis, Distressed Debt, CFA Chartholder, Financial Modeling, Portfolio Management
Education
The University of Connecticut 1991 — 1997
Master of Business Administration (MBA), Finance, General
The University of Connecticut School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Winnie Sze-Wan Ho's Citigroup Experience July 2014 - Present
Job
Industry Financial Services
Experience
Citigroup July 2014 - Present
Citi Cards - Citigroup August 2007 - July 2014
Citi Cards - Citigroup August 2005 - July 2007
The Walt Disney Company June 2004 - August 2004
The Hong Kong Jockey Club August 2002 - July 2003
Skills
Competitive Analysis, Strategy, Cross-functional Team..., Analytics, Risk Management, Management, Analysis, Financial Modeling, Mergers & Acquisitions, Leadership, Forecasting, Data Analysis, Change Management, Financial Analysis, Corporate Finance, Portfolio Management, Finance, Banking, Credit Cards, Financial Risk
Education
Ross School of Business, University of Michigan 2003 — 2005
MBA
The University of British Columbia
BA, Economics
Citigroup July 2014 - Present
Citi Cards - Citigroup August 2007 - July 2014
Citi Cards - Citigroup August 2005 - July 2007
The Walt Disney Company June 2004 - August 2004
The Hong Kong Jockey Club August 2002 - July 2003
Skills
Competitive Analysis, Strategy, Cross-functional Team..., Analytics, Risk Management, Management, Analysis, Financial Modeling, Mergers & Acquisitions, Leadership, Forecasting, Data Analysis, Change Management, Financial Analysis, Corporate Finance, Portfolio Management, Finance, Banking, Credit Cards, Financial Risk
Education
Ross School of Business, University of Michigan 2003 — 2005
MBA
The University of British Columbia
BA, Economics
Shekhar Sahgal's Citigroup Experience August 2005 - September 2007
Job Senior Business Leader, Global Prepaid Product Management at MasterCard
Industry Financial Services
Experience
MasterCard September 2014 - Present
MasterCard April 2011 - September 2014
American Express May 2009 - March 2011
American Express September 2007 - May 2009
Citigroup August 2005 - September 2007
Cap Gemini Ernst & Young 2000 - 2003
Skills
Product Management, Product Development, Credit Cards, Prepaid, Payments, Product Marketing, Business Strategy, Business Analysis, Financial Inclusion, Public Speaking, Affluent, Leadership, Management, P&L Management, Strategic Planning, Analytics, Consulting, Financial Services, Marketing, Segmentation, Strategic Partnerships, Strategy
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Marketing and Finance
University of Rochester 1996 — 2000
BS, Economics & Computer Science
MasterCard September 2014 - Present
MasterCard April 2011 - September 2014
American Express May 2009 - March 2011
American Express September 2007 - May 2009
Citigroup August 2005 - September 2007
Cap Gemini Ernst & Young 2000 - 2003
Skills
Product Management, Product Development, Credit Cards, Prepaid, Payments, Product Marketing, Business Strategy, Business Analysis, Financial Inclusion, Public Speaking, Affluent, Leadership, Management, P&L Management, Strategic Planning, Analytics, Consulting, Financial Services, Marketing, Segmentation, Strategic Partnerships, Strategy
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Marketing and Finance
University of Rochester 1996 — 2000
BS, Economics & Computer Science
Adam Rubinfeld's Citigroup Experience August 2013 - Present
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
Citigroup August 2013 - Present
Citigroup December 2011 - August 2013
Citigroup January 2009 - November 2011
Citigroup January 2007 - October 2008
Citigroup March 2003 - December 2006
Citigroup May 2001 - February 2003
Citigroup September 1999 - April 2001
Citigroup August 1998 - August 1999
Citigroup June 1997 - July 1998
Skills
Strategy, Risk Management, Management, Process Improvement, Portfolio Management, Project Management, Integration, Financial Services, Commercial Banking, Financial Analysis, Business Strategy, Relationship Management, Contract Negotiation, Mergers & Acquisitions, Policy Analysis, Solution Implementation, Root Cause Problem..., Operations Management, Global Strategy, Analysis, Finance, Leadership, Strategic Planning, Business Analysis, Project Planning, Banking, Credit
Education
The University of Connecticut School of Business 2006 — 2008
MBA, Business Administration
University of Delaware - Lerner College of Business and Economics 1993 — 1997
BSBA, Finance and Operations
Citigroup August 2013 - Present
Citigroup December 2011 - August 2013
Citigroup January 2009 - November 2011
Citigroup January 2007 - October 2008
Citigroup March 2003 - December 2006
Citigroup May 2001 - February 2003
Citigroup September 1999 - April 2001
Citigroup August 1998 - August 1999
Citigroup June 1997 - July 1998
Skills
Strategy, Risk Management, Management, Process Improvement, Portfolio Management, Project Management, Integration, Financial Services, Commercial Banking, Financial Analysis, Business Strategy, Relationship Management, Contract Negotiation, Mergers & Acquisitions, Policy Analysis, Solution Implementation, Root Cause Problem..., Operations Management, Global Strategy, Analysis, Finance, Leadership, Strategic Planning, Business Analysis, Project Planning, Banking, Credit
Education
The University of Connecticut School of Business 2006 — 2008
MBA, Business Administration
University of Delaware - Lerner College of Business and Economics 1993 — 1997
BSBA, Finance and Operations
Robert Constantino's Citigroup Experience August 2009 - Present
Job
Industry Financial Services
Experience
Citigroup August 2009 - Present
Proficio Financial Advisory September 2007 - July 2008
Federal Reserve Bank of Chicago June 2001 - September 2006
Education
The University of Chicago Booth School of Business 2004 — 2009
M.B.A.
Universidad Torcuato Di Tella 2007 — 2008
Masters
University of Wisconsin-Madison 1996 — 2000
B.A.
Citigroup August 2009 - Present
Proficio Financial Advisory September 2007 - July 2008
Federal Reserve Bank of Chicago June 2001 - September 2006
Education
The University of Chicago Booth School of Business 2004 — 2009
M.B.A.
Universidad Torcuato Di Tella 2007 — 2008
Masters
University of Wisconsin-Madison 1996 — 2000
B.A.
Petra Handrigan's Citigroup Experience May 2000 - August 2001
Job Business Leader/Director at Visa Inc.
Industry Financial Services
Experience
Visa March 2008 - September 2009
Foundation for the National Archives 2007 - 2008
MasterCard September 2001 - November 2002
Citigroup May 2000 - August 2001
Citigroup August 1999 - April 2000
Citigroup August 1997 - July 1999
Skills
Forecasting, Strategy, Analysis, Business Strategy, Credit Cards, Business Development, Leadership, Retail Banking, Financial Analysis, Strategic Partnerships, Management, Portfolio Management, Financial Services, Latin American Business, Payments, Banking
Education
The Tuck School of Business at Dartmouth 2007 — 2008
The University of Texas at Austin - Red McCombs School of Business 1994 — 1997
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1994 — 1997
MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1990 — 1994
BBA, Finance
Visa March 2008 - September 2009
Foundation for the National Archives 2007 - 2008
MasterCard September 2001 - November 2002
Citigroup May 2000 - August 2001
Citigroup August 1999 - April 2000
Citigroup August 1997 - July 1999
Skills
Forecasting, Strategy, Analysis, Business Strategy, Credit Cards, Business Development, Leadership, Retail Banking, Financial Analysis, Strategic Partnerships, Management, Portfolio Management, Financial Services, Latin American Business, Payments, Banking
Education
The Tuck School of Business at Dartmouth 2007 — 2008
The University of Texas at Austin - Red McCombs School of Business 1994 — 1997
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1994 — 1997
MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1990 — 1994
BBA, Finance
Alexis Borden's Citigroup Experience July 2010 - Present
Job
Industry Investment Banking
Experience
Citigroup July 2010 - Present
Marsh & McLennan Companies, Inc. June 2009 - August 2009
Houlihan Lokey Howard & Zukin March 2005 - August 2008
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
University of Pennsylvania
BA
Citigroup July 2010 - Present
Marsh & McLennan Companies, Inc. June 2009 - August 2009
Houlihan Lokey Howard & Zukin March 2005 - August 2008
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
University of Pennsylvania
BA
Richard Bowen's Citigroup Experience May 2005 - March 2007
Job
Industry Investment Banking
Experience
Nomura March 2007 - Present
Lehman Brothers March 2007 - October 2008
Citigroup May 2005 - March 2007
Barclays Capital August 1998 - May 2005
Bankers Trust Australia August 1997 - May 1998
BHP July 1995 - July 1997
Skills
Equity Derivatives, Derivatives, Trading Systems, Software Development, Fixed Income, C#, Unix, Investment Banking, C++, Interest Rate..., Financial Risk, Software Project..., Java, Team Management, Equity Research, Accounting, JavaScript
Education
The Open University 2007 — 2012
Master of Business Administration (MBA)
University of Canterbury 1991 — 1994
BE, Electrical and Electronics Engineering
Nomura March 2007 - Present
Lehman Brothers March 2007 - October 2008
Citigroup May 2005 - March 2007
Barclays Capital August 1998 - May 2005
Bankers Trust Australia August 1997 - May 1998
BHP July 1995 - July 1997
Skills
Equity Derivatives, Derivatives, Trading Systems, Software Development, Fixed Income, C#, Unix, Investment Banking, C++, Interest Rate..., Financial Risk, Software Project..., Java, Team Management, Equity Research, Accounting, JavaScript
Education
The Open University 2007 — 2012
Master of Business Administration (MBA)
University of Canterbury 1991 — 1994
BE, Electrical and Electronics Engineering
Donovan Ho's Citigroup Experience 1998 - 2001
Job Executive Director at Portigon AG
Industry Financial Services
Experience
Portigon AG 2003 - Present
Barclays Capital 2001 - 2003
Deutsche Bank 2001 - 2001
Citigroup 1998 - 2001
Skills
Fixed Income, Credit Derivatives, Derivatives, Interest Rate..., Structured Products, Risk Management, Investment Banking, Capital Markets, Trading Systems, Structured Finance, Market Risk, Swaps, Equity Derivatives, Financial Markets, Trading, Equities, Financial Risk
Education
The University of Chicago - Booth School of Business
MBA, Economics and Finance
University of Maryland College Park
MA, Applied Mathematics
University of Science and Technology of China
BE, Computer Science
Portigon AG 2003 - Present
Barclays Capital 2001 - 2003
Deutsche Bank 2001 - 2001
Citigroup 1998 - 2001
Skills
Fixed Income, Credit Derivatives, Derivatives, Interest Rate..., Structured Products, Risk Management, Investment Banking, Capital Markets, Trading Systems, Structured Finance, Market Risk, Swaps, Equity Derivatives, Financial Markets, Trading, Equities, Financial Risk
Education
The University of Chicago - Booth School of Business
MBA, Economics and Finance
University of Maryland College Park
MA, Applied Mathematics
University of Science and Technology of China
BE, Computer Science
David Campanale's Citigroup Experience June 2004 - June 2005
Job Creative Director and Product Designer
Industry Internet
Experience
Amorati Holdings, LLC July 2010 - March 2013
Fab4 Entertainment April 2007 - June 2010
Lafayette Selections, LLC September 2005 - August 2006
CitiGroup June 2004 - June 2005
Roadway Express, Inc 1980 - 2003
Skills
Strategic Planning, Vendor Management, Market Research, Product Development, Marketing, Business Planning, E-commerce, Management, Microsoft Office, Selling Skills, Advertising, Return on Investment, Direct Mail, EDI, Software Development, New Business Development, Sales, Selling, Sales Management, Strategy, Start-ups, Business Development, Cross-functional Team..., Leadership, Training, Customer Satisfaction, Account Reconciliation, Small Business, Customer Service, Data Warehousing, Microsoft Excel, Internet, Project Management, Social Media, Organization, User Experience, B2B
Education
The University of Akron 1976 — 1981
Bachelors, Management
North High School 1972 — 1976
Amorati Holdings, LLC July 2010 - March 2013
Fab4 Entertainment April 2007 - June 2010
Lafayette Selections, LLC September 2005 - August 2006
CitiGroup June 2004 - June 2005
Roadway Express, Inc 1980 - 2003
Skills
Strategic Planning, Vendor Management, Market Research, Product Development, Marketing, Business Planning, E-commerce, Management, Microsoft Office, Selling Skills, Advertising, Return on Investment, Direct Mail, EDI, Software Development, New Business Development, Sales, Selling, Sales Management, Strategy, Start-ups, Business Development, Cross-functional Team..., Leadership, Training, Customer Satisfaction, Account Reconciliation, Small Business, Customer Service, Data Warehousing, Microsoft Excel, Internet, Project Management, Social Media, Organization, User Experience, B2B
Education
The University of Akron 1976 — 1981
Bachelors, Management
North High School 1972 — 1976
Myra Chen's Citigroup Experience June 2007 - August 2007
Job Director of Advanced Analytics at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance April 2015 - Present
Liberty Mutual Insurance October 2012 - March 2015
Liberty Mutual Insurance May 2010 - September 2012
Liberty Mutual Insurance July 2008 - May 2010
Citigroup June 2007 - August 2007
Fidelity Investments February 2002 - June 2006
Skills
Project Management, Strategic Planning, Financial Forecasting, Financial Modeling, Competitive Analysis, Product Management, Data Analytics, Business Strategy, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Master of Business Administration (M.B.A.)
Liberty Mutual Insurance April 2015 - Present
Liberty Mutual Insurance October 2012 - March 2015
Liberty Mutual Insurance May 2010 - September 2012
Liberty Mutual Insurance July 2008 - May 2010
Citigroup June 2007 - August 2007
Fidelity Investments February 2002 - June 2006
Skills
Project Management, Strategic Planning, Financial Forecasting, Financial Modeling, Competitive Analysis, Product Management, Data Analytics, Business Strategy, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Master of Business Administration (M.B.A.)
Susan Song's Citigroup Experience January 2002 - January 2006
Job IT Project Manager at Monsanto
Industry Information Technology and Services
Experience
Monsanto January 2011 - Present
BJC HealthCare January 2010 - January 2011
Express Scripts June 2009 - January 2010
Anheuser-busch Inc. August 2007 - December 2008
Scottrade January 2006 - August 2007
Citigroup January 2002 - January 2006
Skills
SQL, Business Analysis, Project Management, SDLC, Requirements Gathering, Waterfall, ITIL, Requirements Analysis, Vendor Management, MS Project, PMO, Business Intelligence, PMP, Process Improvement, Software Project..., Data Warehousing, Visio
Education
University of Missouri-Saint Louis 2000 — 2002
MS, Management Information Systems
The Ohio State University 1998 — 1999
MA, Business Education
Monsanto January 2011 - Present
BJC HealthCare January 2010 - January 2011
Express Scripts June 2009 - January 2010
Anheuser-busch Inc. August 2007 - December 2008
Scottrade January 2006 - August 2007
Citigroup January 2002 - January 2006
Skills
SQL, Business Analysis, Project Management, SDLC, Requirements Gathering, Waterfall, ITIL, Requirements Analysis, Vendor Management, MS Project, PMO, Business Intelligence, PMP, Process Improvement, Software Project..., Data Warehousing, Visio
Education
University of Missouri-Saint Louis 2000 — 2002
MS, Management Information Systems
The Ohio State University 1998 — 1999
MA, Business Education
Heather Espinosa's Citigroup Experience 2000 - September 2009
Job Managing Director, Risk Regulatory Relations at Citi
Industry Financial Services
Experience
Citi March 2013 - Present
Citi December 2010 - March 2013
Citi September 2009 - December 2010
Citigroup 2000 - September 2009
Accenture 1997 - 2000
Economists Incorporated 1993 - 1995
Skills
Risk Management, Cross-functional Team..., Risk, Executive Management, Wealth Management, Management, Financial Risk, Hedge Funds, Financial Services, Equities, Investments, Portfolio Management, Mergers & Acquisitions, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Williams College 1989 — 1993
B.A. with Honors, Political Economics, Russian Studies
Citi March 2013 - Present
Citi December 2010 - March 2013
Citi September 2009 - December 2010
Citigroup 2000 - September 2009
Accenture 1997 - 2000
Economists Incorporated 1993 - 1995
Skills
Risk Management, Cross-functional Team..., Risk, Executive Management, Wealth Management, Management, Financial Risk, Hedge Funds, Financial Services, Equities, Investments, Portfolio Management, Mergers & Acquisitions, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Williams College 1989 — 1993
B.A. with Honors, Political Economics, Russian Studies
Daris Buckler's Citigroup Experience November 1993 - June 2006
Job Retired Manager of Financial Services and Technology Operations
Industry Banking
Experience
OneWest Bank March 2009 - January 2012
Indymac Bank April 2006 - March 2009
Citigroup November 1993 - June 2006
Skills
Risk Management, Mergers, Management, Portfolio Management, Commercial Lending, Strategy, Leadership, Mergers & Acquisitions, Project Management, Start-ups
Education
The University of Connecticut School of Business 1982 — 1983
MBA, Operations Research
OneWest Bank March 2009 - January 2012
Indymac Bank April 2006 - March 2009
Citigroup November 1993 - June 2006
Skills
Risk Management, Mergers, Management, Portfolio Management, Commercial Lending, Strategy, Leadership, Mergers & Acquisitions, Project Management, Start-ups
Education
The University of Connecticut School of Business 1982 — 1983
MBA, Operations Research
Greg Teller's Citigroup Experience October 1993 - February 2005
Job Executive Director at MKM Partners
Industry Investment Banking
Experience
MKM Partners April 2015 - Present
Sterne Agee June 2010 - April 2015
Jefferies Inc March 2005 - May 2010
Citigroup October 1993 - February 2005
Skills
Hedge Funds, Capital Markets, Equities, Bloomberg, Series 7, Securities, Fixed Income, Investments, Series 63, Alternative Investments
Education
The Ohio State University
BA, Political Science
MKM Partners April 2015 - Present
Sterne Agee June 2010 - April 2015
Jefferies Inc March 2005 - May 2010
Citigroup October 1993 - February 2005
Skills
Hedge Funds, Capital Markets, Equities, Bloomberg, Series 7, Securities, Fixed Income, Investments, Series 63, Alternative Investments
Education
The Ohio State University
BA, Political Science
David Quinn's Citigroup Experience April 2003 - August 2007
Job SVP Financial Planning and Analysis Head
Industry Financial Services
Experience
Bank of the West September 2009 - Present
Citigroup April 2003 - August 2007
Morgan Stanley September 2000 - April 2003
Lehman Brothers September 1998 - September 2000
Skills
Analysis, Corporate Finance, Financial Analysis, Portfolio Management, Banking, Finance, Capital Markets, Retail Banking, Financial Modeling, Risk Management, Financial Services, Credit
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Business, Finance and Accounting
Chartered Institute of Management Accountants 1997 — 2000
Chartered Institute of Management Accountants
University of Plymouth 1994 — 1997
Honour 2:1, Economics and Geography
Bank of the West September 2009 - Present
Citigroup April 2003 - August 2007
Morgan Stanley September 2000 - April 2003
Lehman Brothers September 1998 - September 2000
Skills
Analysis, Corporate Finance, Financial Analysis, Portfolio Management, Banking, Finance, Capital Markets, Retail Banking, Financial Modeling, Risk Management, Financial Services, Credit
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Business, Finance and Accounting
Chartered Institute of Management Accountants 1997 — 2000
Chartered Institute of Management Accountants
University of Plymouth 1994 — 1997
Honour 2:1, Economics and Geography
Benjamin Sloas's Citigroup Experience 2009 - Present
Job Vice President at Citi
Industry Financial Services
Experience
BISYS Fund Services Vice PresidentCitiJanuary 2009 - Present
Citigroup 2009 - Present
Citi Fund Services 2006 - Present
Education
The Ohio State University 1993 — 1997
BISYS Fund Services Vice PresidentCitiJanuary 2009 - Present
Citigroup 2009 - Present
Citi Fund Services 2006 - Present
Education
The Ohio State University 1993 — 1997
Barry Blake's Citigroup Experience January 2010 - September 2014
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners September 2014 - Present
Citigroup January 2010 - September 2014
JPMorgan March 2007 - January 2010
Merrill Lynch Investment Banking 2001 - 2004
Morgan Stanley 1997 - 2000
Skills
Mergers, Valuation, Private Equity, Investment Banking, Financial Modeling, Equities, Corporate Development, Emerging Markets, Capital Markets, Mergers & Acquisitions, Due Diligence, Hedge Funds, Corporate Finance, Venture Capital, Alternative Investments
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Guggenheim Partners September 2014 - Present
Citigroup January 2010 - September 2014
JPMorgan March 2007 - January 2010
Merrill Lynch Investment Banking 2001 - 2004
Morgan Stanley 1997 - 2000
Skills
Mergers, Valuation, Private Equity, Investment Banking, Financial Modeling, Equities, Corporate Development, Emerging Markets, Capital Markets, Mergers & Acquisitions, Due Diligence, Hedge Funds, Corporate Finance, Venture Capital, Alternative Investments
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Zulfi Ali's Citigroup Experience September 1994 - March 2006
Job Principal Investment Officer at IFC International Finance Corporation
Industry Financial Services
Experience
IFC - International Finance Corporation September 2013 - Present
Abraaj Capital June 2007 - December 2012
SEDCO 2006 - 2007
Citigroup September 1994 - March 2006
Citigroup, London 1998 - 2006
Citi 1994 - 2006
Citibank N.A. Pakistan 1994 - 1998
Citibank Pakistan 1994 - 1998
Skills
Strategy, Investment Banking, Venture Capital, Private Equity, Capital Markets, Emerging Markets, Mutual Funds, Risk Management, Alternative Investments, Financial Services, Structured Finance, Bonds, Project Finance, Portfolio Management, Financial Structuring, Financial Modeling, Banking, Corporate Finance, Start-ups, Mergers & Acquisitions, Business Strategy, Finance, Investment Strategies, Investments, Credit Risk, Restructuring, Due Diligence, Management, Credit Analysis, M&A experience, Valuation, Business Planning, Trading, Fixed Income, Asset Management, Financial Risk, Investment Advisory, Equities, LBO, Investment Management, Financial Analysis, Strategic Planning, Equity Research, Economics, Strategic Financial..., Management Consulting, Bloomberg, Derivatives, Hedge Funds, FX Options
Education
The London School of Economics and Political Science (LSE) 1993 — 1994
MSc, Economics
Vassar College 1990 — 1993
BA, Economics
United World College USA 1988 — 1990
International Baccaluareate
IFC - International Finance Corporation September 2013 - Present
Abraaj Capital June 2007 - December 2012
SEDCO 2006 - 2007
Citigroup September 1994 - March 2006
Citigroup, London 1998 - 2006
Citi 1994 - 2006
Citibank N.A. Pakistan 1994 - 1998
Citibank Pakistan 1994 - 1998
Skills
Strategy, Investment Banking, Venture Capital, Private Equity, Capital Markets, Emerging Markets, Mutual Funds, Risk Management, Alternative Investments, Financial Services, Structured Finance, Bonds, Project Finance, Portfolio Management, Financial Structuring, Financial Modeling, Banking, Corporate Finance, Start-ups, Mergers & Acquisitions, Business Strategy, Finance, Investment Strategies, Investments, Credit Risk, Restructuring, Due Diligence, Management, Credit Analysis, M&A experience, Valuation, Business Planning, Trading, Fixed Income, Asset Management, Financial Risk, Investment Advisory, Equities, LBO, Investment Management, Financial Analysis, Strategic Planning, Equity Research, Economics, Strategic Financial..., Management Consulting, Bloomberg, Derivatives, Hedge Funds, FX Options
Education
The London School of Economics and Political Science (LSE) 1993 — 1994
MSc, Economics
Vassar College 1990 — 1993
BA, Economics
United World College USA 1988 — 1990
International Baccaluareate
Chris Blake's Citigroup Experience August 1999 - Present
Job Managing Director, Investment Banking
Industry Investment Banking
Experience
Citigroup August 1999 - Present
Arthur Andersen September 1994 - September 1997
Skills
Investment Banking, Capital Markets, Valuation, Private Equity, Financial Modeling, Corporate Finance, Equities, Fixed Income, Mergers, Financial Analysis, M, Leveraged Finance, Financial Markets, Financial Structuring, Series 7, Restructuring, Banking, IPO, Divestitures, Series 63, Investor Relations, Private Placements, Credit Analysis, LBO, Due Diligence, Emerging Markets, Corporate Development, Securities, Finance, Business Valuation, Bonds, Financial Services, Financial Risk
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, with honors, Finance and Economics
University of Michigan - Stephen M. Ross School of Business 1991 — 1994
BBA, Accounting and Finance
Citigroup August 1999 - Present
Arthur Andersen September 1994 - September 1997
Skills
Investment Banking, Capital Markets, Valuation, Private Equity, Financial Modeling, Corporate Finance, Equities, Fixed Income, Mergers, Financial Analysis, M, Leveraged Finance, Financial Markets, Financial Structuring, Series 7, Restructuring, Banking, IPO, Divestitures, Series 63, Investor Relations, Private Placements, Credit Analysis, LBO, Due Diligence, Emerging Markets, Corporate Development, Securities, Finance, Business Valuation, Bonds, Financial Services, Financial Risk
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, with honors, Finance and Economics
University of Michigan - Stephen M. Ross School of Business 1991 — 1994
BBA, Accounting and Finance
Allison Piet's Citigroup Experience January 2002 - June 2005
Job Director Alternative Investments at MetLife
Industry Accounting
Experience
MetLife July 2014 - Present
MetLife May 2010 - June 2014
MetLife July 2005 - July 2010
Citigroup January 2002 - June 2005
Skills
Financial Analysis, Accounting, Financial Reporting, Risk Management, Strategic Financial..., Insurance, Process Improvement, Auditing, Mergers, Variance Analysis, Managerial Finance, Microsoft Excel, Alternative Investments, Investments, Management, Business Analysis
Education
DeVry University - Keller School of Management 2010 — 2014
Master's, Accounting and Financial Management
University of Florida - Warrington College Of Business 2008 — 2009
MBA
The University of Connecticut School of Business 1997 — 2001
BS, Finance
MetLife July 2014 - Present
MetLife May 2010 - June 2014
MetLife July 2005 - July 2010
Citigroup January 2002 - June 2005
Skills
Financial Analysis, Accounting, Financial Reporting, Risk Management, Strategic Financial..., Insurance, Process Improvement, Auditing, Mergers, Variance Analysis, Managerial Finance, Microsoft Excel, Alternative Investments, Investments, Management, Business Analysis
Education
DeVry University - Keller School of Management 2010 — 2014
Master's, Accounting and Financial Management
University of Florida - Warrington College Of Business 2008 — 2009
MBA
The University of Connecticut School of Business 1997 — 2001
BS, Finance
Steve Boggs's Citigroup Experience October 1996 - June 2005
Job VP, Retail Credit Audit at PNC
Industry Financial Services
Experience
PNC June 2013 - Present
PNC Bank June 2010 - June 2013
PNC Bank December 2007 - June 2010
PNC Bank June 2005 - December 2007
Citigroup October 1996 - June 2005
Skills
Credit, Credit Risk, Underwriting, Credit Analysis, Banking, Consumer Lending, Financial Services, Loans, Credit Cards, Mortgage Lending, Risk Management, Retail Banking, Financial Reporting, Team Building, Small Business Lending, Cash Management, Management, Internal Audit, Tableau
Education
Tiffin University
Master of Business Administration (MBA)
The University of Akron
Bachelor's degree
PNC June 2013 - Present
PNC Bank June 2010 - June 2013
PNC Bank December 2007 - June 2010
PNC Bank June 2005 - December 2007
Citigroup October 1996 - June 2005
Skills
Credit, Credit Risk, Underwriting, Credit Analysis, Banking, Consumer Lending, Financial Services, Loans, Credit Cards, Mortgage Lending, Risk Management, Retail Banking, Financial Reporting, Team Building, Small Business Lending, Cash Management, Management, Internal Audit, Tableau
Education
Tiffin University
Master of Business Administration (MBA)
The University of Akron
Bachelor's degree
Stacey Lau (Stacey Welsh) Zwicker, CPA, MBA, CDFA's Citigroup Experience 1989 - 1999
Job Managing Director, Wealth Adviser and Certified Divorce Financial Analyst
Industry Investment Management
Experience
United Capital Financial Advisers May 2009 - Present
Summer Search July 2006 - Present
Girard Securities 2010 - Present
Kids' Turn 2007 - 2014
BNY Mellon Wealth Management January 2006 - January 2009
Bernstein Global Wealth Management 2002 - 2004
EA Invest 2000 - 2001
Citicorp 1989 - 1999
Citigroup 1989 - 1999
Markle Stuckey Clark & Co. 1982 - 1987
Skills
Certified Divorce..., Wealth Management, High Net Worth..., Investment Advisory, Real Estate, Asset Allocation, Retirement Planning, Investments, Series 7, Portfolio Management, Wealth, Series 63, Strategic Financial..., Estate Planning, Investment Strategies, Alternative Investments, Retirement, Investment Management, Securities, Mutual Funds, Wealth Management..., Financial Services, Asset Management, Financial Planners, Strategy, Due Diligence, FINRA, Finance, Personal Financial..., Personal Finance, Equities, Financial Advisory, Hedge Funds, Fixed Income, 401k, Private Equity, Bonds, Financial Modeling, IRAs, Series 24, Mergers & Acquisitions, Financial Goals, Venture Capital, Pensions, Capital Markets, Financial Planning
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Business Economics, International Business
United Capital Financial Advisers May 2009 - Present
Summer Search July 2006 - Present
Girard Securities 2010 - Present
Kids' Turn 2007 - 2014
BNY Mellon Wealth Management January 2006 - January 2009
Bernstein Global Wealth Management 2002 - 2004
EA Invest 2000 - 2001
Citicorp 1989 - 1999
Citigroup 1989 - 1999
Markle Stuckey Clark & Co. 1982 - 1987
Skills
Certified Divorce..., Wealth Management, High Net Worth..., Investment Advisory, Real Estate, Asset Allocation, Retirement Planning, Investments, Series 7, Portfolio Management, Wealth, Series 63, Strategic Financial..., Estate Planning, Investment Strategies, Alternative Investments, Retirement, Investment Management, Securities, Mutual Funds, Wealth Management..., Financial Services, Asset Management, Financial Planners, Strategy, Due Diligence, FINRA, Finance, Personal Financial..., Personal Finance, Equities, Financial Advisory, Hedge Funds, Fixed Income, 401k, Private Equity, Bonds, Financial Modeling, IRAs, Series 24, Mergers & Acquisitions, Financial Goals, Venture Capital, Pensions, Capital Markets, Financial Planning
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Business Economics, International Business
Dave Donofrio's Citigroup Experience July 1997 - January 2004
Job Director at RBS
Industry Investment Banking
Experience
RBS Securities Inc. / The Royal Bank of Scotland March 2006 - Present
BMO Capital Markets 2004 - 2006
Citigroup July 1997 - January 2004
Banc of America Securities 1995 - 1997
First Chicago 1988 - 1991
Skills
Capital Markets, Structured Finance, Financial Modeling, Securitization, Corporate Finance, Investment Banking, ABS, Structured Products, Investments, Banking, Fixed Income, Financial Analysis, Portfolio Management, Financial Structuring, Valuation, Operational Risk..., Hedging, Derivatives, Private Equity, Securities, Credit Risk, Hedge Funds, Credit
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
RBS Securities Inc. / The Royal Bank of Scotland March 2006 - Present
BMO Capital Markets 2004 - 2006
Citigroup July 1997 - January 2004
Banc of America Securities 1995 - 1997
First Chicago 1988 - 1991
Skills
Capital Markets, Structured Finance, Financial Modeling, Securitization, Corporate Finance, Investment Banking, ABS, Structured Products, Investments, Banking, Fixed Income, Financial Analysis, Portfolio Management, Financial Structuring, Valuation, Operational Risk..., Hedging, Derivatives, Private Equity, Securities, Credit Risk, Hedge Funds, Credit
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
Chris Blanchard's Citigroup Experience August 2003 - May 2005
Job Director of Corporate Development, UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group November 2008 - Present
Bear Stearns May 2005 - November 2007
Citigroup August 2003 - May 2005
US Navy January 1995 - May 2001
Skills
Divestitures, Financial Modeling, Mergers, Valuation, Due Diligence, M&A experience, Mergers & Acquisitions, Acquisition Integration
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance and Accounting
University of Minnesota-Twin Cities 1991 — 1994
BS, Aerospace Engineering
UnitedHealth Group November 2008 - Present
Bear Stearns May 2005 - November 2007
Citigroup August 2003 - May 2005
US Navy January 1995 - May 2001
Skills
Divestitures, Financial Modeling, Mergers, Valuation, Due Diligence, M&A experience, Mergers & Acquisitions, Acquisition Integration
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance and Accounting
University of Minnesota-Twin Cities 1991 — 1994
BS, Aerospace Engineering
Kimberly Nicklaus's Citigroup Experience Business DevelopmentCiti1998 - Present
Job Business Development at Citigroup
Industry Banking
Experience
Citigroup Business DevelopmentCiti1998 - Present
Education
University of Connecticut 1998 — 2002
MBA, Finance
The University of Connecticut School of Business 1997 — 2000
Citigroup Business DevelopmentCiti1998 - Present
Education
University of Connecticut 1998 — 2002
MBA, Finance
The University of Connecticut School of Business 1997 — 2000
Mary Jane Masi's Citigroup Experience 1978 - 1981
Job Senior Marketer
Industry Financial Services
Experience
MasterCard Worldwide January 2008 - Present
MasterCard Advisors 2005 - Present
Citigroup 1978 - 1981
Skills
Financial Services, Credit Cards, Thought Leadership, Segmentation, Strategic Partnerships, Product Management, Direct Marketing, Product Marketing, Marketing, Analytics, Customer Acquisition, Strategy, Marketing Strategy, Digital Marketing, Payments, Cross-functional Team..., Integrated Marketing
Education
The University of Connecticut School of Business 1977 — 1979
Masters
University of Connecticut 1973 — 1977
B.A., Spanish
MasterCard Worldwide January 2008 - Present
MasterCard Advisors 2005 - Present
Citigroup 1978 - 1981
Skills
Financial Services, Credit Cards, Thought Leadership, Segmentation, Strategic Partnerships, Product Management, Direct Marketing, Product Marketing, Marketing, Analytics, Customer Acquisition, Strategy, Marketing Strategy, Digital Marketing, Payments, Cross-functional Team..., Integrated Marketing
Education
The University of Connecticut School of Business 1977 — 1979
Masters
University of Connecticut 1973 — 1977
B.A., Spanish
Dan Deitemeyer's Citigroup Experience 1994 - Present
Job Vice President, Client Development, Citigroup
Industry Banking
Experience
Citi Group Vice President, Operations and ControlCiti1994 - Present
Citigroup 1994 - Present
Citi Cards 1988 - Present
Citibank, N.A. 2005 - 2007
SPS Payment Systems 1994 - 1999
G Fox & Co. 1991 - 1993
May Department Stores 1986 - 1988
Zale Coporation 1979 - 1986
Skills
Relationship Management, Portfolio Management, Customer Service, Strategic Planning, Risk Management, Financial Services, Banking, Credit Cards, Retail Banking, Credit, Retail, Credit Analysis, Vendor Management, Budgets, Payments, Credit Risk, Financial Modeling, Loans, Financial Risk, Project Management, Financial Analysis, Business Strategy, Process Improvement, Team Building, Analytics, Finance
Education
University of Akron
Citi Group Vice President, Operations and ControlCiti1994 - Present
Citigroup 1994 - Present
Citi Cards 1988 - Present
Citibank, N.A. 2005 - 2007
SPS Payment Systems 1994 - 1999
G Fox & Co. 1991 - 1993
May Department Stores 1986 - 1988
Zale Coporation 1979 - 1986
Skills
Relationship Management, Portfolio Management, Customer Service, Strategic Planning, Risk Management, Financial Services, Banking, Credit Cards, Retail Banking, Credit, Retail, Credit Analysis, Vendor Management, Budgets, Payments, Credit Risk, Financial Modeling, Loans, Financial Risk, Project Management, Financial Analysis, Business Strategy, Process Improvement, Team Building, Analytics, Finance
Education
University of Akron
Amy Cooper's Citigroup Experience 2009 - 2010
Job Vice President Asset Management
Industry Financial Services
Experience
Franklin Templeton Investments June 2015 - Present
AIG January 2013 - June 2015
Citi 2010 - 2013
Citigroup 2009 - 2010
Citigroup 2008 - 2009
Lehman Brothers 2005 - 2008
Tillinghast 2003 - 2005
Skills
Fixed Income, Derivatives, Financial Modeling, ALM, Asset Management, Equities, Valuation, Portfolio Management, Asset Allocation, Structured Finance, Quantitative Finance, Capital Markets, Options, Swaps, Hedging, Trading, Securitization, Global Tactical Asset..., Structured Products
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytical Finance
University of Waterloo 1998 — 2003
BMat, Actuarial Science
Franklin Templeton Investments June 2015 - Present
AIG January 2013 - June 2015
Citi 2010 - 2013
Citigroup 2009 - 2010
Citigroup 2008 - 2009
Lehman Brothers 2005 - 2008
Tillinghast 2003 - 2005
Skills
Fixed Income, Derivatives, Financial Modeling, ALM, Asset Management, Equities, Valuation, Portfolio Management, Asset Allocation, Structured Finance, Quantitative Finance, Capital Markets, Options, Swaps, Hedging, Trading, Securitization, Global Tactical Asset..., Structured Products
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytical Finance
University of Waterloo 1998 — 2003
BMat, Actuarial Science
Scott Gorslene's Citigroup Experience 2007 - 2010
Job Vice President at Citi
Industry Banking
Experience
SunGard April 2015 - Present
Citi April 2011 - April 2015
Citigroup 2007 - 2010
Citi February 2004 - 2007
Skills
Credit, Retail Banking, Portfolio Management, Loans, Risk Management, Relationship Management, Credit Risk, Credit Cards, Equities, Fixed Income, Credit Analysis, Derivatives, Financial Services, Financial Risk, Investment Banking, Capital Markets, Commercial Banking, Mortgage Lending, Vendor Management
Education
The Ohio State University 1993 — 1995
SunGard April 2015 - Present
Citi April 2011 - April 2015
Citigroup 2007 - 2010
Citi February 2004 - 2007
Skills
Credit, Retail Banking, Portfolio Management, Loans, Risk Management, Relationship Management, Credit Risk, Credit Cards, Equities, Fixed Income, Credit Analysis, Derivatives, Financial Services, Financial Risk, Investment Banking, Capital Markets, Commercial Banking, Mortgage Lending, Vendor Management
Education
The Ohio State University 1993 — 1995
Jon Toman's Citigroup Experience 2010 - Present
Job Director at Citigroup
Industry Banking
Experience
Citigroup 2010 - Present
Citigroup 1996 - February 2010
Harris Bank October 1984 - June 1996
Education
The University of Chicago Booth School of Business 1990 — 1994
Masters, Finance and Business Economics
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
Bachelor of Science, Accountancy
Citigroup 2010 - Present
Citigroup 1996 - February 2010
Harris Bank October 1984 - June 1996
Education
The University of Chicago Booth School of Business 1990 — 1994
Masters, Finance and Business Economics
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
Bachelor of Science, Accountancy
Ronnie Shah's Citigroup Experience June 2006 - August 2006
Job Senior Director of Research at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher 2014 - Present
McCombs School of Business 2014 - Present
Dimensional Fund Advisors 2011 - 2013
BlackRock 2008 - 2010
Citigroup June 2006 - August 2006
JP Morgan Chase May 2002 - August 2002
Skills
Equities, Capital Markets, Equity Research, Valuation, Emerging Markets, Investment Banking, Investments, Strategy, Investment Management, Alternative Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
Ph.D., Finance
The London School of Economics and Political Science (LSE) 2002 — 2003
Msc, Finance and Economics
University of Pennsylvania 1999 — 2002
BAS Engineering, Industrial Engineering
University of Pennsylvania - The Wharton School 1999 — 2002
BS Economics, Finance (M&T)
Gerstein Fisher 2014 - Present
McCombs School of Business 2014 - Present
Dimensional Fund Advisors 2011 - 2013
BlackRock 2008 - 2010
Citigroup June 2006 - August 2006
JP Morgan Chase May 2002 - August 2002
Skills
Equities, Capital Markets, Equity Research, Valuation, Emerging Markets, Investment Banking, Investments, Strategy, Investment Management, Alternative Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
Ph.D., Finance
The London School of Economics and Political Science (LSE) 2002 — 2003
Msc, Finance and Economics
University of Pennsylvania 1999 — 2002
BAS Engineering, Industrial Engineering
University of Pennsylvania - The Wharton School 1999 — 2002
BS Economics, Finance (M&T)
Brian Finerty's Citigroup Experience 2003 - 2005
Job SVP Investments at Equity International
Industry Real Estate
Experience
Equity International December 2009 - Present
Decameron All Inclusive Hotels & Resorts May 2014 - Present
Advance Real Estate October 2013 - Present
Terranum Corporate Properties August 2011 - Present
AGV Logística SA October 2012 - January 2014
Madison Dearborn Partners August 2007 - October 2009
Merrill Lynch May 2005 - August 2007
Citigroup 2003 - 2005
PricewaterhouseCoopers 1997 - 2001
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Business
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Business
Equity International December 2009 - Present
Decameron All Inclusive Hotels & Resorts May 2014 - Present
Advance Real Estate October 2013 - Present
Terranum Corporate Properties August 2011 - Present
AGV Logística SA October 2012 - January 2014
Madison Dearborn Partners August 2007 - October 2009
Merrill Lynch May 2005 - August 2007
Citigroup 2003 - 2005
PricewaterhouseCoopers 1997 - 2001
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Business
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Business
Ross MacIntyre's Citigroup Experience September 1998 - Present
Job Managing Director at Citigroup
Industry Investment Banking
Experience
Citigroup September 1998 - Present
Citigroup - London April 2000 - August 2004
Lehman Brothers August 1988 - August 1998
First Chicago June 1982 - September 1987
Skills
Capital Markets, Mergers, Leveraged Finance, Restructuring, Finance, Loans, Investment Banking, Private Equity, Valuation, LBO, Financial Structuring, Corporate Finance, Alternative Investments, Emerging Markets, High Yield, Financial Modeling, Mergers & Acquisitions, Fixed Income
Education
The University of Chicago - Booth School of Business 1986 — 1988
Master of Business Administration (MBA), Finance
Washington University in St. Louis 1978 — 1982
BSBA, Finance and Banking
Columbia Falls High School 1974 — 1978
Citigroup September 1998 - Present
Citigroup - London April 2000 - August 2004
Lehman Brothers August 1988 - August 1998
First Chicago June 1982 - September 1987
Skills
Capital Markets, Mergers, Leveraged Finance, Restructuring, Finance, Loans, Investment Banking, Private Equity, Valuation, LBO, Financial Structuring, Corporate Finance, Alternative Investments, Emerging Markets, High Yield, Financial Modeling, Mergers & Acquisitions, Fixed Income
Education
The University of Chicago - Booth School of Business 1986 — 1988
Master of Business Administration (MBA), Finance
Washington University in St. Louis 1978 — 1982
BSBA, Finance and Banking
Columbia Falls High School 1974 — 1978
Weimin Sun's Citigroup Experience June 2010 - March 2013
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Bank of America Merrill Lynch March 2013 - March 2014
CitiGroup June 2010 - March 2013
Deutsche Bank March 2007 - June 2010
Morgan Stanley 1999 - 2007
Statistics Canada 1995 - 1998
Skills
Trading Systems, Fixed Income, Equity Trading, Electronic Trading, Equities, Derivatives, Capital Markets, Data Warehousing, ETL, Basel II, Credit Risk, Risk Reporting, Sybase IQ, Oracle, Data Quality, Business Analysis, Credit Derivatives, Interest Rate..., @Risk, Hedge Funds, Quantitative Finance, Options, Prime Brokerage, Equity Derivatives, Market Data, Securities, Swaps, Bloomberg, Financial Markets, Risk Management, Trading, Proprietary Trading, Investment Banking
Education
University of Ottawa / Université d'Ottawa 1997 — 1999
Master of Business Administration (MBA), Finance
The University of British Columbia 1990 — 1994
Doctor of Philosophy (Ph.D.), Statistics
University of Electronic Science and Technology
Bachelor of Science (B.Sc.)
JPMorgan Chase March 2014 - Present
Bank of America Merrill Lynch March 2013 - March 2014
CitiGroup June 2010 - March 2013
Deutsche Bank March 2007 - June 2010
Morgan Stanley 1999 - 2007
Statistics Canada 1995 - 1998
Skills
Trading Systems, Fixed Income, Equity Trading, Electronic Trading, Equities, Derivatives, Capital Markets, Data Warehousing, ETL, Basel II, Credit Risk, Risk Reporting, Sybase IQ, Oracle, Data Quality, Business Analysis, Credit Derivatives, Interest Rate..., @Risk, Hedge Funds, Quantitative Finance, Options, Prime Brokerage, Equity Derivatives, Market Data, Securities, Swaps, Bloomberg, Financial Markets, Risk Management, Trading, Proprietary Trading, Investment Banking
Education
University of Ottawa / Université d'Ottawa 1997 — 1999
Master of Business Administration (MBA), Finance
The University of British Columbia 1990 — 1994
Doctor of Philosophy (Ph.D.), Statistics
University of Electronic Science and Technology
Bachelor of Science (B.Sc.)
George Schleier's Citigroup Experience 2000 - 2003
Job Partner at Ernst & Young
Industry Accounting
Experience
Ernst & Young September 1978 - Present
Citigroup 2000 - 2003
FASB 1989 - 1991
Education
The University of Akron 1974 — 1978
BS, Accounting and Finance
Ernst & Young September 1978 - Present
Citigroup 2000 - 2003
FASB 1989 - 1991
Education
The University of Akron 1974 — 1978
BS, Accounting and Finance
Carrie Sullivan's Citigroup Experience July 2002 - June 2005
Job Director of Financial and Business Planning at Portillo's
Industry Consumer Goods
Experience
Portillo's February 2015 - Present
Wilton Brands 2012 - Present
Wilton Brands March 2014 - February 2015
Fortune Brands June 2008 - October 2012
Lake Capital 2008 - 2008
Glencoe Capital July 2005 - August 2007
Citigroup July 2002 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, Mergers, Investment Banking, Corporate Finance, Competitive Analysis, Capital Markets, Portfolio Management, LBO, M&A experience, Business Strategy, Investments
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting, Entrepreneurship and Strategic Management
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
BS, Finance
Portillo's February 2015 - Present
Wilton Brands 2012 - Present
Wilton Brands March 2014 - February 2015
Fortune Brands June 2008 - October 2012
Lake Capital 2008 - 2008
Glencoe Capital July 2005 - August 2007
Citigroup July 2002 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, Mergers, Investment Banking, Corporate Finance, Competitive Analysis, Capital Markets, Portfolio Management, LBO, M&A experience, Business Strategy, Investments
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting, Entrepreneurship and Strategic Management
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
BS, Finance
Li Xiao's Citigroup Experience August 2003 - Present
Job Portfolio Manager, specialized in mortgage backed securities and other fixed income securities
Industry Financial Services
Experience
Citigroup August 2003 - Present
Enron 1997 - 2000
Skills
Hedge Funds, MBS, Bloomberg, Capital Markets, Portfolio Management, Fixed Income
Education
The University of Chicago 2000 — 2002
MBA
The University of Chicago Booth School of Business
Citigroup August 2003 - Present
Enron 1997 - 2000
Skills
Hedge Funds, MBS, Bloomberg, Capital Markets, Portfolio Management, Fixed Income
Education
The University of Chicago 2000 — 2002
MBA
The University of Chicago Booth School of Business
Shana Yarosz's Citigroup Experience Intern-RPTCheckFree2007 - 2008
Job Fund Accountant at Citigroup
Industry Financial Services
Experience
Citigroup Intern-RPTCheckFree2007 - 2008
Education
The Ohio State University Fisher College of Business 2005 — 2008
Citigroup Intern-RPTCheckFree2007 - 2008
Education
The Ohio State University Fisher College of Business 2005 — 2008
Karen Gritton's Citigroup Experience March 1993 - January 2000
Job Owner, Gritton Productions, Inc.
Industry Events Services
Experience
American Heart Association May 2010 - Present
Gritton Productions, Inc. May 2000 - Present
Citigroup March 1993 - January 2000
Skills
Fundraising, Public Relations, Event Planning, Event Management, Project Management, Advertising, Marketing Communications, Nonprofits, Social Media Marketing, Social Media
Education
The Ohio State University 1972 — 1973
American Heart Association May 2010 - Present
Gritton Productions, Inc. May 2000 - Present
Citigroup March 1993 - January 2000
Skills
Fundraising, Public Relations, Event Planning, Event Management, Project Management, Advertising, Marketing Communications, Nonprofits, Social Media Marketing, Social Media
Education
The Ohio State University 1972 — 1973
Kevin McAdam, CFA's Citigroup Experience July 2006 - September 2009
Job Director of Business Development at McAdam Financially Advanced
Industry Investment Management
Experience
McAdam - Financially Advanced September 2012 - Present
Macquarie Group July 2011 - October 2012
Macquarie Group November 2010 - July 2011
Citigroup July 2006 - September 2009
GAMCO (Gabelli Asset Management) April 2006 - June 2006
GAMCO Investors, Inc. June 2004 - March 2006
Aon Hewitt October 2002 - November 2003
Education
The University of Connecticut School of Business 2003 — 2004
Master of Business Administration (MBA), Accounting and Finance
Villanova University 1998 — 2002
BSBA, Management Information Systems
McAdam - Financially Advanced September 2012 - Present
Macquarie Group July 2011 - October 2012
Macquarie Group November 2010 - July 2011
Citigroup July 2006 - September 2009
GAMCO (Gabelli Asset Management) April 2006 - June 2006
GAMCO Investors, Inc. June 2004 - March 2006
Aon Hewitt October 2002 - November 2003
Education
The University of Connecticut School of Business 2003 — 2004
Master of Business Administration (MBA), Accounting and Finance
Villanova University 1998 — 2002
BSBA, Management Information Systems
Darren Daneault's Citigroup Experience October 2005 - December 2008
Job at GE Capital
Industry Financial Services
Experience
GE Capital July 2010 - Present
People's Bank May 2009 - October 2009
Total Mortgage Services, LLC February 2009 - May 2009
Citigroup October 2005 - December 2008
Skills
Asset Management, Due Diligence, Credit Risk, Credit Analysis, Fixed Income, Banking, Data Analysis, Equities, Analysis, Financial Analysis, Portfolio Management, Financial Modeling, Relationship Management, Loans, Finance, Mortgage Lending, Capital Markets, Process Improvement, Investments, Business Analysis, Risk Management, Credit, Financial Services, Corporate Finance
Education
The University of Connecticut School of Business 2009 — 2012
MBA, Finance
University of South Carolina-Columbia 1998 — 2003
GE Capital July 2010 - Present
People's Bank May 2009 - October 2009
Total Mortgage Services, LLC February 2009 - May 2009
Citigroup October 2005 - December 2008
Skills
Asset Management, Due Diligence, Credit Risk, Credit Analysis, Fixed Income, Banking, Data Analysis, Equities, Analysis, Financial Analysis, Portfolio Management, Financial Modeling, Relationship Management, Loans, Finance, Mortgage Lending, Capital Markets, Process Improvement, Investments, Business Analysis, Risk Management, Credit, Financial Services, Corporate Finance
Education
The University of Connecticut School of Business 2009 — 2012
MBA, Finance
University of South Carolina-Columbia 1998 — 2003
Moly Joseph's Citigroup Experience November 2003 - December 2009
Job Consultant
Industry Information Technology and Services
Experience
Aetna Inc October 2010 - Present
Citigroup November 2003 - December 2009
iGATE Global Solutions February 1999 - October 2003
Education
The University of Connecticut School of Business 2005 — 2008
MBA, Management
Aetna Inc October 2010 - Present
Citigroup November 2003 - December 2009
iGATE Global Solutions February 1999 - October 2003
Education
The University of Connecticut School of Business 2005 — 2008
MBA, Management
Gina Imes's Citigroup Experience June 2004 - December 2007
Job Facilitator at Huntington
Industry Banking
Experience
Huntington October 2010 - Present
Citigroup June 2004 - December 2007
Citi Home Equity 2004 - 2007
RBC June 2003 - June 2004
Bank One October 1998 - June 2003
Education
The Ohio State University
Education
Huntington October 2010 - Present
Citigroup June 2004 - December 2007
Citi Home Equity 2004 - 2007
RBC June 2003 - June 2004
Bank One October 1998 - June 2003
Education
The Ohio State University
Education
Neil Sorathia's Citigroup Experience June 2004 - Present
Job Sr. Technical Analyst at Citigroup
Industry Information Technology and Services
Experience
Citigroup June 2004 - Present
The Booking Tool, LLC January 2008 - Present
Amdocs March 2003 - June 2004
SimStar June 2000 - March 2003
Q Strategies 1999 - 2000
Skills
Linux, MySQL, Apache, Solaris, iPlanet, Weblogic Administration, Web Applications, Project Management, IT Security Best..., Change Management, Disaster Recovery, Virtualization, Cloud Computing, Unix, IBM HTTP Server, SDLC, Weblogic, Enterprise Architecture
Education
The Ohio State University 1992 — 1997
Bachelor of Science, Computer Engineering
Citigroup June 2004 - Present
The Booking Tool, LLC January 2008 - Present
Amdocs March 2003 - June 2004
SimStar June 2000 - March 2003
Q Strategies 1999 - 2000
Skills
Linux, MySQL, Apache, Solaris, iPlanet, Weblogic Administration, Web Applications, Project Management, IT Security Best..., Change Management, Disaster Recovery, Virtualization, Cloud Computing, Unix, IBM HTTP Server, SDLC, Weblogic, Enterprise Architecture
Education
The Ohio State University 1992 — 1997
Bachelor of Science, Computer Engineering
Martin Phillips's Citigroup Experience June 1999 - March 2008
Job Apollo
Industry Investment Management
Experience
Apollo Global Management LLC August 2012 - Present
The Blackstone Group January 2010 - August 2011
Morgan Stanley March 2008 - January 2010
Citigroup June 1999 - March 2008
Navistar 2004 - 2005
Skills
Alternative Investments, Private Equity, Human Resources, Employee Benefits, Deferred Compensation, Financial Modeling, Finance, Management, Change Management, Carried interest, Leveraged Co-Investment, Compensation, Workday, HRIS, Business Planning
Education
The University of Chicago - Booth School of Business 2002 — 2005
Master of Business Administration (MBA), Finance, Accounting
University of North Texas 1997 — 1999
BBA, Finance, Accounting
Apollo Global Management LLC August 2012 - Present
The Blackstone Group January 2010 - August 2011
Morgan Stanley March 2008 - January 2010
Citigroup June 1999 - March 2008
Navistar 2004 - 2005
Skills
Alternative Investments, Private Equity, Human Resources, Employee Benefits, Deferred Compensation, Financial Modeling, Finance, Management, Change Management, Carried interest, Leveraged Co-Investment, Compensation, Workday, HRIS, Business Planning
Education
The University of Chicago - Booth School of Business 2002 — 2005
Master of Business Administration (MBA), Finance, Accounting
University of North Texas 1997 — 1999
BBA, Finance, Accounting
Louise Metzger's Citigroup Experience August 2011 - Present
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup August 2011 - Present
Allianz Global Investors November 2009 - April 2011
JPMorgan Chase November 1999 - August 2008
CENTRAL PROGRAMMING SYSTEMS, INC., New York, NY August 1998 - November 1999
TECHSTAR INTEGRATION SERVICES, New York, NY October 1997 - August 1998
CBS Corporation 1990 - 1998
CBS Corporation 1990 - 1998
CBS Corporation 1990 - 1998
CBS INC., New York, NY January 1990 - September 1997
KPMG Peat Marwick 1989 - 1990
Skills
Business Continuity, Supplier Risk Management, SharePoint Designer, Global Strategy, Business Resilience, Risk Management, Project Management, Information Security, Management, Business Analysis, Program Management, Business Continuity..., Vendor Management, SharePoint, Disaster Recovery, Information Security..., IT Strategy, PMO, Project Portfolio..., ITIL, Business Process, IT Management, Software Documentation, IT Operations, Crisis Management, Governance, SDLC, Information Technology, Enterprise Architecture, Business Process..., PMP, Data Center, Outsourcing, Financial Services, Financial Risk, Infrastructure, Business Process..., Business Transformation
Education
The Sage Colleges - Russell Sage College 1974 — 1978
BA, Mathematics and Economics
Citigroup August 2011 - Present
Allianz Global Investors November 2009 - April 2011
JPMorgan Chase November 1999 - August 2008
CENTRAL PROGRAMMING SYSTEMS, INC., New York, NY August 1998 - November 1999
TECHSTAR INTEGRATION SERVICES, New York, NY October 1997 - August 1998
CBS Corporation 1990 - 1998
CBS Corporation 1990 - 1998
CBS Corporation 1990 - 1998
CBS INC., New York, NY January 1990 - September 1997
KPMG Peat Marwick 1989 - 1990
Skills
Business Continuity, Supplier Risk Management, SharePoint Designer, Global Strategy, Business Resilience, Risk Management, Project Management, Information Security, Management, Business Analysis, Program Management, Business Continuity..., Vendor Management, SharePoint, Disaster Recovery, Information Security..., IT Strategy, PMO, Project Portfolio..., ITIL, Business Process, IT Management, Software Documentation, IT Operations, Crisis Management, Governance, SDLC, Information Technology, Enterprise Architecture, Business Process..., PMP, Data Center, Outsourcing, Financial Services, Financial Risk, Infrastructure, Business Process..., Business Transformation
Education
The Sage Colleges - Russell Sage College 1974 — 1978
BA, Mathematics and Economics
Mano Appapillai's Citigroup Experience 1976 - 2001
Job Financial services and technology
Industry Banking
Experience
Citigroup 1976 - 2001
Education
The University of Chicago Booth School of Business 1972 — 1973
MBA, Finance
University of Cambridge 1968 — 1972
Doctor of Philosophy (PhD), Theoretical and Mathematical Physics
St. Thomas College, Mt. Lavinia Sri Lanka 1956 — 1963
Citigroup 1976 - 2001
Education
The University of Chicago Booth School of Business 1972 — 1973
MBA, Finance
University of Cambridge 1968 — 1972
Doctor of Philosophy (PhD), Theoretical and Mathematical Physics
St. Thomas College, Mt. Lavinia Sri Lanka 1956 — 1963
Margaret (Peggy) Burrows's Citigroup Experience March 2009 - June 2011
Job Financial Analyst Sr. at The Judge Group
Industry Banking
Experience
The Judge Group January 2012 - February 2013
Citigroup March 2009 - June 2011
JPMorgan Chase August 2005 - September 2008
JPMorgan Chase June 2000 - July 2005
JPMorgan Chase May 1998 - July 2000
Education
The Ohio State University Fisher College of Business 1995 — 1997
BSBA, International Business
The Judge Group January 2012 - February 2013
Citigroup March 2009 - June 2011
JPMorgan Chase August 2005 - September 2008
JPMorgan Chase June 2000 - July 2005
JPMorgan Chase May 1998 - July 2000
Education
The Ohio State University Fisher College of Business 1995 — 1997
BSBA, International Business
Elliot Kim's Citigroup Experience June 2009 - May 2010
Job Optimizely
Industry Information Technology and Services
Experience
Optimizely June 2010 - March 2013
Citigroup June 2009 - May 2010
State Auto Insurance May 2008 - April 2009
The Ohio State University 2004 - 2008
The Modal Shop 1998 - 2003
Education
The Ohio State University 2001 — 2008
Bachelor of Science, Engineering
Sycamore High School
Optimizely June 2010 - March 2013
Citigroup June 2009 - May 2010
State Auto Insurance May 2008 - April 2009
The Ohio State University 2004 - 2008
The Modal Shop 1998 - 2003
Education
The Ohio State University 2001 — 2008
Bachelor of Science, Engineering
Sycamore High School
Bill Liebler's Citigroup Experience 1997 - 2003
Job Vice President at Conning Asset Management
Industry Financial Services
Experience
Conning Asset Management 2005 - Present
ING Investment Management 2003 - 2005
Citigroup 1997 - 2003
Skills
Fixed Income, Alternative Investments, Bloomberg, MBS, Portfolio Management, Financial Modeling, ABS, Asset Managment, Credit, Trading Systems, Bonds, Asset Management, Asset Allocation, Investments, Securities
Education
The University of Connecticut School of Business 1998 — 2000
MBA, Finance
University of Connecticut
Conning Asset Management 2005 - Present
ING Investment Management 2003 - 2005
Citigroup 1997 - 2003
Skills
Fixed Income, Alternative Investments, Bloomberg, MBS, Portfolio Management, Financial Modeling, ABS, Asset Managment, Credit, Trading Systems, Bonds, Asset Management, Asset Allocation, Investments, Securities
Education
The University of Connecticut School of Business 1998 — 2000
MBA, Finance
University of Connecticut
Bankole Osituyo's Citigroup Experience June 2012 - August 2012
Job Associate Investment Officer at IFC International Finance Corporation
Industry Venture Capital & Private Equity
Experience
World Bank - IFC September 2013 - Present
Citigroup June 2012 - August 2012
PricewaterhouseCoopers April 2011 - October 2011
PricewaterhouseCoopers January 2011 - March 2011
PricewaterhouseCoopers September 2010 - December 2010
PricewaterhouseCoopers January 2008 - September 2010
PricewaterhouseCoopers Nigeria December 2005 - December 2007
Skills
Financial Modeling, Valuation, Due Diligence, Investment Banking, Corporate Finance, Financial Reporting, Financial Analysis, Private Equity, IFRS, Mergers & Acquisitions, Managerial Finance, Capital Markets, Business Valuation, Internal Controls, Emerging Markets, Investments, Economics
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Economics
University of Ibadan 1999 — 2004
Bachelor of Science, Biochemistry
World Bank - IFC September 2013 - Present
Citigroup June 2012 - August 2012
PricewaterhouseCoopers April 2011 - October 2011
PricewaterhouseCoopers January 2011 - March 2011
PricewaterhouseCoopers September 2010 - December 2010
PricewaterhouseCoopers January 2008 - September 2010
PricewaterhouseCoopers Nigeria December 2005 - December 2007
Skills
Financial Modeling, Valuation, Due Diligence, Investment Banking, Corporate Finance, Financial Reporting, Financial Analysis, Private Equity, IFRS, Mergers & Acquisitions, Managerial Finance, Capital Markets, Business Valuation, Internal Controls, Emerging Markets, Investments, Economics
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Economics
University of Ibadan 1999 — 2004
Bachelor of Science, Biochemistry
Steve Goerler's Citigroup Experience 1993 - 2001
Job Vice President at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse March 2010 - Present
S.E. Goerler & Associates 1993 - 2010
Citigroup 1993 - 2001
AGS Information Services 1986 - 1992
Education
The Ohio State University 1981 — 1985
B.S., Computer Science
Credit Suisse March 2010 - Present
S.E. Goerler & Associates 1993 - 2010
Citigroup 1993 - 2001
AGS Information Services 1986 - 1992
Education
The Ohio State University 1981 — 1985
B.S., Computer Science
Terry Welf's Citigroup Experience June 2002 - August 2004
Job Credit Risk Manager with Excellent Analytical Skills & Experience
Industry Financial Services
Experience
Wells Fargo August 2004 - October 2008
CitiGroup June 2002 - August 2004
General Electric Credit February 2000 - June 2002
Branch Banking & Trust September 1997 - February 2000
First Card June 1990 - September 1997
Skills
Portfolio Management, Risk Management, Financial Risk
Education
The University of Chicago Booth School of Business 1974 — 1977
MBA, finance and international business
University of Michigan 1970 — 1972
MSI&OE, Operations Research
University of Michigan 1966 — 1970
BSIE, Industrial Engineering
Wells Fargo August 2004 - October 2008
CitiGroup June 2002 - August 2004
General Electric Credit February 2000 - June 2002
Branch Banking & Trust September 1997 - February 2000
First Card June 1990 - September 1997
Skills
Portfolio Management, Risk Management, Financial Risk
Education
The University of Chicago Booth School of Business 1974 — 1977
MBA, finance and international business
University of Michigan 1970 — 1972
MSI&OE, Operations Research
University of Michigan 1966 — 1970
BSIE, Industrial Engineering
Janelle McCoy's Citigroup Experience December 2001 - December 2007
Job Experienced Quality Analyst
Industry Information Technology and Services
Experience
Grange Insurance November 2011 - Present
Nationwide Insurance July 2010 - September 2011
Abbott Laboratories January 2010 - May 2010
e-play February 2008 - November 2009
Citi formerly BISYS April 2005 - December 2007
Citigroup December 2001 - December 2007
Citi(formerly BISYS) December 2000 - December 2007
Janelle McCoy October 2000 - December 2007
Janelle McCoy October 2000 - December 2007
Citi formerly BISYS September 2003 - April 2005
Skills
Risk Management, Quality Assurance, Software Documentation, Vendor Management, Access, Databases, Testing, SQL, Management
Education
The Ohio State University 1991 — 1995
Business Administration
The Ohio State University 1991 — 1994
The Ohio State University
Business Administration
The Ohio State University
Business Administration
Grange Insurance November 2011 - Present
Nationwide Insurance July 2010 - September 2011
Abbott Laboratories January 2010 - May 2010
e-play February 2008 - November 2009
Citi formerly BISYS April 2005 - December 2007
Citigroup December 2001 - December 2007
Citi(formerly BISYS) December 2000 - December 2007
Janelle McCoy October 2000 - December 2007
Janelle McCoy October 2000 - December 2007
Citi formerly BISYS September 2003 - April 2005
Skills
Risk Management, Quality Assurance, Software Documentation, Vendor Management, Access, Databases, Testing, SQL, Management
Education
The Ohio State University 1991 — 1995
Business Administration
The Ohio State University 1991 — 1994
The Ohio State University
Business Administration
The Ohio State University
Business Administration
Irfan A. Shariff's Citigroup Experience January 2001 - June 2008
Job Vice President Business Development at Hungerford Properties
Industry Real Estate
Experience
Hungerford Properties January 2015 - Present
SASL January 2009 - Present
Oceanic Iron Ore Corp. January 2011 - November 2014
Atlantic Gold Corporation August 2010 - November 2014
Citigroup January 2001 - June 2008
PricewaterhouseCoopers September 1996 - November 2000
Skills
Budgets, Business Planning, Business Strategy, Business Development, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, Equities, Financial Analysis, Financial Modeling, Investments, Management, Marketing Strategy, Mergers, Mergers, Private Equity, Strategic Planning, Valuation, Mergers & Acquisitions
Education
The University of British Columbia
Bachelor of Commerce
Hungerford Properties January 2015 - Present
SASL January 2009 - Present
Oceanic Iron Ore Corp. January 2011 - November 2014
Atlantic Gold Corporation August 2010 - November 2014
Citigroup January 2001 - June 2008
PricewaterhouseCoopers September 1996 - November 2000
Skills
Budgets, Business Planning, Business Strategy, Business Development, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, Equities, Financial Analysis, Financial Modeling, Investments, Management, Marketing Strategy, Mergers, Mergers, Private Equity, Strategic Planning, Valuation, Mergers & Acquisitions
Education
The University of British Columbia
Bachelor of Commerce
Don Alexander's Citigroup Experience 1985 - 2008
Job at
Industry Financial Services
Experience
Suny Stonybrook January 2010 - Present
RSD Solutions Inc. January 2009 - Present
New York University 2004 - Present
Citigroup 1985 - 2008
Skills
Foreign Exchange, Macroeconomics, Risk Analysis, Investment Strategies, Systemic Risk, Systems Analysis, Derivatives, Risk Management, International Capital..., International Economics, Monetary Policy, Public Finance, Fixed Income Products &..., Financial & Credit..., Complex Systems &..., Fixed Income, Complex Systems, Credit Analysis, Financial Modeling, Financial Markets, Investment Banking
Education
The Ohio State University - The Max M. Fisher College of Business 1975 — 1978
MBA & Phd Coursework ABD, International Finance and Economics
Suny Stonybrook January 2010 - Present
RSD Solutions Inc. January 2009 - Present
New York University 2004 - Present
Citigroup 1985 - 2008
Skills
Foreign Exchange, Macroeconomics, Risk Analysis, Investment Strategies, Systemic Risk, Systems Analysis, Derivatives, Risk Management, International Capital..., International Economics, Monetary Policy, Public Finance, Fixed Income Products &..., Financial & Credit..., Complex Systems &..., Fixed Income, Complex Systems, Credit Analysis, Financial Modeling, Financial Markets, Investment Banking
Education
The Ohio State University - The Max M. Fisher College of Business 1975 — 1978
MBA & Phd Coursework ABD, International Finance and Economics
Jim Jornlin's Citigroup Experience January 1985 - September 1990
Job Portfolio Manager at Russell Investment Group
Industry Investment Management
Experience
Russell Investment Group June 1991 - Present
Citigroup January 1985 - September 1990
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Asset Management, Investment Management, Hedge Funds, Investments, Equities, Portfolio Management, Mutual Funds, Fixed Income, Fund Of Funds, Bloomberg, Capital Markets, Wealth Management
Education
The University of Chicago Booth School of Business 1987 — 1990
MBA, Finance and Strategy
Washington State University - College of Business and Economics 1979 — 1983
Bachelor of Arts (B.A.), Finance and Financial Management Services
Russell Investment Group June 1991 - Present
Citigroup January 1985 - September 1990
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Asset Management, Investment Management, Hedge Funds, Investments, Equities, Portfolio Management, Mutual Funds, Fixed Income, Fund Of Funds, Bloomberg, Capital Markets, Wealth Management
Education
The University of Chicago Booth School of Business 1987 — 1990
MBA, Finance and Strategy
Washington State University - College of Business and Economics 1979 — 1983
Bachelor of Arts (B.A.), Finance and Financial Management Services
Terence Mak's Citigroup Experience 2012 - Present
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup 2012 - Present
Broadtelligent, Inc. 2010 - 2012
China Construction Bank (Asia) 2009 - 2010
GE Capital 2006 - 2009
GE Money, Global Headquarter 2004 - 2006
GE Capital 2004 - 2005
GE Consumer Finance 2002 - 2004
GE Capital 2000 - 2002
GE Capital 1998 - 2000
Bank of America 1997 - 1998
Skills
Risk Management, Credit Risk, Portfolio Management, Financial Services, Credit Cards, Analytics, Predictive Modeling, Information Technology, Organizational..., Segmentation, Vendor Management, Business Analysis, Management, Mergers & Acquisitions, Financial Risk, CRM
Education
The University of Chicago - Booth School of Business
M.B.A., Finance and Statistics
The University of Chicago - Booth School of Business
PhD, Marketing
Citigroup 2012 - Present
Broadtelligent, Inc. 2010 - 2012
China Construction Bank (Asia) 2009 - 2010
GE Capital 2006 - 2009
GE Money, Global Headquarter 2004 - 2006
GE Capital 2004 - 2005
GE Consumer Finance 2002 - 2004
GE Capital 2000 - 2002
GE Capital 1998 - 2000
Bank of America 1997 - 1998
Skills
Risk Management, Credit Risk, Portfolio Management, Financial Services, Credit Cards, Analytics, Predictive Modeling, Information Technology, Organizational..., Segmentation, Vendor Management, Business Analysis, Management, Mergers & Acquisitions, Financial Risk, CRM
Education
The University of Chicago - Booth School of Business
M.B.A., Finance and Statistics
The University of Chicago - Booth School of Business
PhD, Marketing
Russell B. Snow's Citigroup Experience 2001 - 2008
Job Global Head Derivative Operations at Aegon
Industry Investment Management
Experience
Aegon October 2014 - Present
AEGON Americas April 2013 - Present
Morgan Stanley June 2012 - April 2013
Goldman Sachs February 2011 - May 2012
markitserv December 2009 - February 2011
Bridgewater Associates 2008 - 2009
Citigroup 2001 - 2008
Skills
Derivatives, Middle Office, Trading, Prime Brokerage, Credit Derivatives, Fixed Income, Swaps, Interest Rate..., Equities, Capital Markets, Back Office, Hedge Funds, Trading Systems, FX Options, Electronic Trading, Bloomberg, Options, Investment Banking, Bonds, Operations Management, Derivatives Trading, Rates, Valuation, Credit, Settlement, Structured Products, Financial Markets, Collateral Management, CDS, Market Risk, Securities, Market Data, Portfolio Management, Financial Services, Asset Management, Management, Relationship Management, Investments
Education
London School of Economics and Political Science 1995 — 1997
Marketing
Aegon October 2014 - Present
AEGON Americas April 2013 - Present
Morgan Stanley June 2012 - April 2013
Goldman Sachs February 2011 - May 2012
markitserv December 2009 - February 2011
Bridgewater Associates 2008 - 2009
Citigroup 2001 - 2008
Skills
Derivatives, Middle Office, Trading, Prime Brokerage, Credit Derivatives, Fixed Income, Swaps, Interest Rate..., Equities, Capital Markets, Back Office, Hedge Funds, Trading Systems, FX Options, Electronic Trading, Bloomberg, Options, Investment Banking, Bonds, Operations Management, Derivatives Trading, Rates, Valuation, Credit, Settlement, Structured Products, Financial Markets, Collateral Management, CDS, Market Risk, Securities, Market Data, Portfolio Management, Financial Services, Asset Management, Management, Relationship Management, Investments
Education
London School of Economics and Political Science 1995 — 1997
Marketing
Arjun Agarwala's Citigroup Experience 2010 - 2012
Job Summer Sr. Associate at KPMG
Industry Management Consulting
Experience
KPMG June 2015 - Present
The University of Chicago Booth School of Business 2014 - Present
Victory Park Capital Advisors April 2015 - June 2015
HBI Incorporated (a Hinduja Group Company) 2012 - 2014
Citigroup 2010 - 2012
Skills
Financial Modeling, Valuation, Mergers, Investment Banking, Bloomberg, Corporate Finance, Capital Markets, Mergers & Acquisitions, Equity Research, Private Equity, Equities, Investments, Financial Analysis, Due Diligence, Economics, LBO, Analysis, Research
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Vassar College 2006 — 2010
Bachelor of Arts (BA), Economics and Computer Science
Cathedral & John Connon 1992 — 2005
KPMG June 2015 - Present
The University of Chicago Booth School of Business 2014 - Present
Victory Park Capital Advisors April 2015 - June 2015
HBI Incorporated (a Hinduja Group Company) 2012 - 2014
Citigroup 2010 - 2012
Skills
Financial Modeling, Valuation, Mergers, Investment Banking, Bloomberg, Corporate Finance, Capital Markets, Mergers & Acquisitions, Equity Research, Private Equity, Equities, Investments, Financial Analysis, Due Diligence, Economics, LBO, Analysis, Research
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Vassar College 2006 — 2010
Bachelor of Arts (BA), Economics and Computer Science
Cathedral & John Connon 1992 — 2005
Horacio Barakat's Citigroup Experience 2000 - 2003
Job Vice President at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions 2013 - Present
Sterne Agee 2009 - 2012
Legacy Bank 2007 - 2009
Wachovia Securities (Wells Fargo Securities) 2003 - 2007
Citigroup 2000 - 2003
Skills
Capital Markets, Corporate Development, Mergers, Private Equity, Corporate Finance, Equities, Investment Banking, Strategic Planning, Business Development, Capital Raising, Valuation, Financial Services, Debt Restructuring, Financial Institutions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Broadridge Financial Solutions 2013 - Present
Sterne Agee 2009 - 2012
Legacy Bank 2007 - 2009
Wachovia Securities (Wells Fargo Securities) 2003 - 2007
Citigroup 2000 - 2003
Skills
Capital Markets, Corporate Development, Mergers, Private Equity, Corporate Finance, Equities, Investment Banking, Strategic Planning, Business Development, Capital Raising, Valuation, Financial Services, Debt Restructuring, Financial Institutions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Bingling Kong's Citigroup Experience August 2012 - Present
Job Finance Professional
Industry Financial Services
Experience
Citigroup August 2012 - Present
HSBC October 2007 - August 2012
IMPAQ International May 2004 - October 2007
Skills
Risk Management, SAS, Quantitative Analytics, Statistical Modeling, Predictive Modeling, Credit Risk, Data Mining, Data Analysis, Quantitative Finance, Financial Modeling, Portfolio Management, Financial Risk
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Finance
University of Maryland Baltimore County 2002 — 2004
Master of Arts (M.A.), Economics
Xiamen University
Bachelor of Arts (B.A.), Economics
Citigroup August 2012 - Present
HSBC October 2007 - August 2012
IMPAQ International May 2004 - October 2007
Skills
Risk Management, SAS, Quantitative Analytics, Statistical Modeling, Predictive Modeling, Credit Risk, Data Mining, Data Analysis, Quantitative Finance, Financial Modeling, Portfolio Management, Financial Risk
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Finance
University of Maryland Baltimore County 2002 — 2004
Master of Arts (M.A.), Economics
Xiamen University
Bachelor of Arts (B.A.), Economics
Stephanie Eiger's Citigroup Experience 1978 - 2005
Job Adjunct Professor at Dominican University
Industry Primary/Secondary Education
Experience
Gloor Realty Company June 2012 - Present
Dominican University August 2008 - Present
OPRF High School August 2007 - Present
Oak Park River Forest High School March 2013 - June 2013
Citigroup 1978 - 2005
Skills
Options, FX Options, Capital Markets, Microsoft Excel, Strategic Planning, Financial Analysis, Teaching, Research, Currency, Public Speaking, Fixed Income, Workshop Facilitation, Trading, Economics, Financial Modeling, Risk Management, Derivatives, Quantitative Analytics, Banking, Investments, Staff Development, Financial Markets, Corporate Finance, Investment Banking, Access, Structured Finance, Cash Management, Technical Analysis, Valuation, Treasury Management, Bonds, Portfolio Management, Leadership, Alternative Investments, Asset Management, Series 7, Emerging Markets, Financial Risk, Data Analysis, Financial Structuring, Investment Strategies, Mergers & Acquisitions, Mutual Funds, Series 63, Statistics, Strategy, Commodity, Foreign Exchange, Hedging
Education
University of Illinois at Chicago 2005 — 2007
Master of Education (MEd), Instructional Leadership
University of Chicago Graduate School of Business 1980 — 1982
MBA, Finance
Gloor Realty Company June 2012 - Present
Dominican University August 2008 - Present
OPRF High School August 2007 - Present
Oak Park River Forest High School March 2013 - June 2013
Citigroup 1978 - 2005
Skills
Options, FX Options, Capital Markets, Microsoft Excel, Strategic Planning, Financial Analysis, Teaching, Research, Currency, Public Speaking, Fixed Income, Workshop Facilitation, Trading, Economics, Financial Modeling, Risk Management, Derivatives, Quantitative Analytics, Banking, Investments, Staff Development, Financial Markets, Corporate Finance, Investment Banking, Access, Structured Finance, Cash Management, Technical Analysis, Valuation, Treasury Management, Bonds, Portfolio Management, Leadership, Alternative Investments, Asset Management, Series 7, Emerging Markets, Financial Risk, Data Analysis, Financial Structuring, Investment Strategies, Mergers & Acquisitions, Mutual Funds, Series 63, Statistics, Strategy, Commodity, Foreign Exchange, Hedging
Education
University of Illinois at Chicago 2005 — 2007
Master of Education (MEd), Instructional Leadership
University of Chicago Graduate School of Business 1980 — 1982
MBA, Finance
Amy Guziczek's Citigroup Experience October 2001 - September 2005
Job Channel Manager at Stanley Black & Decker
Industry Consumer Goods
Experience
Stanley Black & Decker , Inc. June 2012 - Present
Stanley Black & Decker , Inc. June 2011 - June 2012
Stanley Black & Decker , Inc. April 2008 - June 2011
Citi September 2005 - April 2008
Citigroup October 2001 - September 2005
Skills
PeopleSoft, Excel, Outlook, Microsoft Office, Retail, Customer Service, Marketing, Marketing Communications, Product Marketing, Microsoft Excel, Sales Operations, Key Account Management, Pricing, Consumer Products, Market Planning, Account Management, Cross-functional Team..., Sales Management, Management
Education
The University of Connecticut School of Business 1997 — 2001
Bachelor of Science, Marketing
Stanley Black & Decker , Inc. June 2012 - Present
Stanley Black & Decker , Inc. June 2011 - June 2012
Stanley Black & Decker , Inc. April 2008 - June 2011
Citi September 2005 - April 2008
Citigroup October 2001 - September 2005
Skills
PeopleSoft, Excel, Outlook, Microsoft Office, Retail, Customer Service, Marketing, Marketing Communications, Product Marketing, Microsoft Excel, Sales Operations, Key Account Management, Pricing, Consumer Products, Market Planning, Account Management, Cross-functional Team..., Sales Management, Management
Education
The University of Connecticut School of Business 1997 — 2001
Bachelor of Science, Marketing
Wm D (Don) Alexander's Citigroup Experience 1985 - October 2008
Job Research/Strategy at RSD Solutions and New York University
Industry Financial Services
Experience
RSD Solutions and New York University September 2008 - Present
Citigroup 1985 - October 2008
Education
The Ohio State University
MBA, Finance and International Macroeconomics
RSD Solutions and New York University September 2008 - Present
Citigroup 1985 - October 2008
Education
The Ohio State University
MBA, Finance and International Macroeconomics
Adam Allison's Citigroup Experience October 2000 - July 2004
Job Owner/President at Allison Capital Managament
Industry Financial Services
Experience
Allison Capital Management July 2004 - Present
Citigroup October 2000 - July 2004
Merrill Lynch June 1995 - October 2000
Education
The Ohio State University Fisher College of Business 1989 — 1995
Bachelor of Science, Finance
The Ohio State University Fisher College of Business 1989 — 1995
Bachelor of Science, Economics
Allison Capital Management July 2004 - Present
Citigroup October 2000 - July 2004
Merrill Lynch June 1995 - October 2000
Education
The Ohio State University Fisher College of Business 1989 — 1995
Bachelor of Science, Finance
The Ohio State University Fisher College of Business 1989 — 1995
Bachelor of Science, Economics
adam allison's Citigroup Experience October 2000 - July 2004
Job Managing Member at Investment Consultants & Advisors,
Industry Legal Services
Experience
Insight Consultants and Advisors October 2004 - Present
Citigroup October 2000 - July 2004
Merrill Lynch June 1995 - October 2000
Education
The Ohio State University Fisher College of Business 1989 — 1995
B.S., Finance
The Ohio State University Fisher College of Business 1989 — 1995
B.S., Economics
Insight Consultants and Advisors October 2004 - Present
Citigroup October 2000 - July 2004
Merrill Lynch June 1995 - October 2000
Education
The Ohio State University Fisher College of Business 1989 — 1995
B.S., Finance
The Ohio State University Fisher College of Business 1989 — 1995
B.S., Economics
David Womack's Citigroup Experience January 2000 - April 2007
Job Senior Vice President and Deputy Manager, Public Finance Department at Roosevelt & Cross, Inc.
Industry Investment Banking
Experience
Roosevelt & Cross, Inc. November 2014 - Present
Rice Financial Products Company June 2007 - November 2014
Citigroup January 2000 - April 2007
Gates Capital Corporation January 1996 - January 2000
Fairmount Capital Advisors, Inc. April 1992 - January 1996
Advest, Inc. April 1989 - April 1992
Chemical Securities June 1986 - January 1989
Prudential-Bache Securities June 1984 - June 1986
JP Morgan Chase September 1980 - June 1984
Skills
Investments, Capital Markets, Financial Modeling, Finance, Investment Banking, Fixed Income, Bonds, Due Diligence, Valuation, Financial Analysis, Public Finance, Portfolio Management, Municipalities, Equities, Series 7, Real Estate, Securities, Corporate Finance, Structured Finance, Series 63, Real Estate Economics, Derivatives, Mergers & Acquisitions, Financial Structuring, Asset Management, Management
Education
The Tuck School of Business at Dartmouth 1978 — 1980
M.B.A., Finance
Yale University 1972 — 1976
B.A., Administrative Sciences, Mathematics & Statistics
Roosevelt & Cross, Inc. November 2014 - Present
Rice Financial Products Company June 2007 - November 2014
Citigroup January 2000 - April 2007
Gates Capital Corporation January 1996 - January 2000
Fairmount Capital Advisors, Inc. April 1992 - January 1996
Advest, Inc. April 1989 - April 1992
Chemical Securities June 1986 - January 1989
Prudential-Bache Securities June 1984 - June 1986
JP Morgan Chase September 1980 - June 1984
Skills
Investments, Capital Markets, Financial Modeling, Finance, Investment Banking, Fixed Income, Bonds, Due Diligence, Valuation, Financial Analysis, Public Finance, Portfolio Management, Municipalities, Equities, Series 7, Real Estate, Securities, Corporate Finance, Structured Finance, Series 63, Real Estate Economics, Derivatives, Mergers & Acquisitions, Financial Structuring, Asset Management, Management
Education
The Tuck School of Business at Dartmouth 1978 — 1980
M.B.A., Finance
Yale University 1972 — 1976
B.A., Administrative Sciences, Mathematics & Statistics
Jereme Leazier's Citigroup Experience July 2009 - Present
Job Political Organization Professional
Industry Political Organization
Experience
Citigroup July 2009 - Present
Congressional Campaign August 2008 - November 2008
Panera Bread 2008 March 2008 - June 2008
Shepherd University Rams Football Team August 2007 - December 2007
The Ohio State University Department of Athletics July 2004 - March 2007
The Ohio State University 2004 - 2007
Education
The Ohio State University
B.A, Political Science2008
Citigroup July 2009 - Present
Congressional Campaign August 2008 - November 2008
Panera Bread 2008 March 2008 - June 2008
Shepherd University Rams Football Team August 2007 - December 2007
The Ohio State University Department of Athletics July 2004 - March 2007
The Ohio State University 2004 - 2007
Education
The Ohio State University
B.A, Political Science2008
Richard Blackett's Citigroup Experience 1999 - October 2013
Job Senior Advisor at Jaguar Growth Partners
Industry Investment Banking
Experience
Jaguar Growth Partners March 2014 - Present
Citigroup 1999 - October 2013
Salomon Smith Barney 1996 - 1999
Salomon Brothers August 1983 - January 1996
Skills
Equity Capital Markets, Emerging Markets, Investment Banking, Capital Markets, Mergers & Acquisitions, IPO, Private Placements, Capital Raising, Funding, Mutual Funds, Private Equity, Equities, Fixed Income, Valuation, Hedge Funds, Financial Markets, Latin America
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
The London School of Economics and Political Science (LSE) 1975 — 1978
B Sc Econ, Intl History
Fettes College, Edinburgh 1969 — 1974
Jaguar Growth Partners March 2014 - Present
Citigroup 1999 - October 2013
Salomon Smith Barney 1996 - 1999
Salomon Brothers August 1983 - January 1996
Skills
Equity Capital Markets, Emerging Markets, Investment Banking, Capital Markets, Mergers & Acquisitions, IPO, Private Placements, Capital Raising, Funding, Mutual Funds, Private Equity, Equities, Fixed Income, Valuation, Hedge Funds, Financial Markets, Latin America
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
The London School of Economics and Political Science (LSE) 1975 — 1978
B Sc Econ, Intl History
Fettes College, Edinburgh 1969 — 1974
Lena Opedal's Citigroup Experience 2008 - Present
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
Citigroup 2008 - Present
Citigroup 2008 - 2010
Zions Bank 2004 - 2006
Okland Management Corporation 2004 - 2004
First National Bank 2001 - 2003
Iomega April 2000 - September 2001
Skills
Strategy, Financial Analysis, Corporate Finance, Due Diligence, Valuation, Business Strategy, Marketing Strategy, Product Management, Strategic Planning, Strategy Development
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Enteprenership/Strategy; Organizational Behavior and Management
Weber State University 1996 — 1999
BA, Business Administration/Management
Citigroup 2008 - Present
Citigroup 2008 - 2010
Zions Bank 2004 - 2006
Okland Management Corporation 2004 - 2004
First National Bank 2001 - 2003
Iomega April 2000 - September 2001
Skills
Strategy, Financial Analysis, Corporate Finance, Due Diligence, Valuation, Business Strategy, Marketing Strategy, Product Management, Strategic Planning, Strategy Development
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Enteprenership/Strategy; Organizational Behavior and Management
Weber State University 1996 — 1999
BA, Business Administration/Management
Greg Packard, CFA, CPA's Citigroup Experience May 2000 - May 2005
Job Treasurer at JBT Corporation
Industry Machinery
Experience
JBT Corporation April 2008 - Present
Self-employed investor June 2005 - March 2008
Citigroup May 2000 - May 2005
FMC Corporation August 1997 - April 2000
FMC Corporation March 1996 - July 1997
FMC Corporation September 1994 - February 1996
Deloitte & Touche September 1989 - September 1994
Skills
Treasury Management, Foreign Exchange, Banking, Risk Management, FX Options, Cash Management, Financial Modeling, Trading, Trade Finance, Financial Analysis
Education
The University of Chicago Booth School of Business 1997 — 1999
M.B.A., Finance, Management
University of California, Los Angeles 1985 — 1989
B.S., Economics/Accounting
Suffield High
JBT Corporation April 2008 - Present
Self-employed investor June 2005 - March 2008
Citigroup May 2000 - May 2005
FMC Corporation August 1997 - April 2000
FMC Corporation March 1996 - July 1997
FMC Corporation September 1994 - February 1996
Deloitte & Touche September 1989 - September 1994
Skills
Treasury Management, Foreign Exchange, Banking, Risk Management, FX Options, Cash Management, Financial Modeling, Trading, Trade Finance, Financial Analysis
Education
The University of Chicago Booth School of Business 1997 — 1999
M.B.A., Finance, Management
University of California, Los Angeles 1985 — 1989
B.S., Economics/Accounting
Suffield High
Francisco Bayron's Citigroup Experience 2006 - 2007
Job Finance & Strategy Manager, People Operations Specialist at ZocDoc
Industry Management Consulting
Experience
ZocDoc 2011 - Present
?What If! 2010 - 2011
Next Jump 2007 - 2008
Citigroup 2006 - 2007
IBM Global Business Services 2002 - 2006
JP Morgan Chase 2001 - 2001
DormSale.com, Inc. 1999 - 2001
Deloitte Consulting 1998 - 2000
Federal Reserve Bank of New York 1994 - 1996
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Finance, Managerial Finance, Competitive Analysis, Accounting, Strategic Planning, Due Diligence, Business Analysis, Leadership, Start-ups, Corporate Finance, Mergers, Strategic Financial..., Analysis, Mergers & Acquisitions, Restructuring, Strategy, Cross-functional Team..., Business Strategy, Sarbanes-Oxley Act, Corporate Development, Forecasting, Change Management, Business Planning, Negotiation, Management Consulting, Acquisition Integration, Business Development, Process Improvement, Project Management, Data Analysis, Budgets, Management, Private Equity, Valuation, Financial Planning
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting, Strategy
University of Pennsylvania - The Wharton School 1990 — 1994
BS, Finance and Business Law
Hunter College High School
ZocDoc 2011 - Present
?What If! 2010 - 2011
Next Jump 2007 - 2008
Citigroup 2006 - 2007
IBM Global Business Services 2002 - 2006
JP Morgan Chase 2001 - 2001
DormSale.com, Inc. 1999 - 2001
Deloitte Consulting 1998 - 2000
Federal Reserve Bank of New York 1994 - 1996
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Finance, Managerial Finance, Competitive Analysis, Accounting, Strategic Planning, Due Diligence, Business Analysis, Leadership, Start-ups, Corporate Finance, Mergers, Strategic Financial..., Analysis, Mergers & Acquisitions, Restructuring, Strategy, Cross-functional Team..., Business Strategy, Sarbanes-Oxley Act, Corporate Development, Forecasting, Change Management, Business Planning, Negotiation, Management Consulting, Acquisition Integration, Business Development, Process Improvement, Project Management, Data Analysis, Budgets, Management, Private Equity, Valuation, Financial Planning
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting, Strategy
University of Pennsylvania - The Wharton School 1990 — 1994
BS, Finance and Business Law
Hunter College High School
Trish-Ann Kydd's Citigroup Experience July 2006 - August 2006
Job Human Capital Management
Industry Human Resources
Experience
RELX Group April 2013 - Present
Network for Teaching Entrepreneurship January 2012 - May 2012
National Urban League February 2011 - November 2011
City of New York Business Integrity Commission June 2009 - August 2009
Citi July 2007 - August 2007
Citigroup July 2006 - August 2006
Skills
Human Resources, HRIS, Training, Onboarding, Community Outreach, Event Planning, Recruiting, Talent Management, Leadership Development, Performance Management, Organizational...
Education
Tuck School of Business at Dartmouth 2012 — 2012
Certificate, Tuck Business Bridge Program
State University of New York at Albany 2008 — 2011
Bachelor of Arts, Psychology; Minor in Business Administration
RELX Group April 2013 - Present
Network for Teaching Entrepreneurship January 2012 - May 2012
National Urban League February 2011 - November 2011
City of New York Business Integrity Commission June 2009 - August 2009
Citi July 2007 - August 2007
Citigroup July 2006 - August 2006
Skills
Human Resources, HRIS, Training, Onboarding, Community Outreach, Event Planning, Recruiting, Talent Management, Leadership Development, Performance Management, Organizational...
Education
Tuck School of Business at Dartmouth 2012 — 2012
Certificate, Tuck Business Bridge Program
State University of New York at Albany 2008 — 2011
Bachelor of Arts, Psychology; Minor in Business Administration
Angela Gilchrist's Citigroup Experience September 2009 - April 2010
Job Instructor at Primerica
Industry Financial Services
Experience
Primerica April 2010 - Present
Citigroup September 2009 - April 2010
Citigroup September 2009 - April 2010
Skills
Data Analysis, Quantitative Analytics, Risk Management, Research, Econometrics, Public Speaking, Economics, Coaching, Financial Analysis
Education
The University of Akron 1995 — 2003
Bachelor of Science, Biology, General
Primerica April 2010 - Present
Citigroup September 2009 - April 2010
Citigroup September 2009 - April 2010
Skills
Data Analysis, Quantitative Analytics, Risk Management, Research, Econometrics, Public Speaking, Economics, Coaching, Financial Analysis
Education
The University of Akron 1995 — 2003
Bachelor of Science, Biology, General
Michael Ciotola, CPA's Citigroup Experience March 2008 - April 2015
Job Director of Middle Office Services Ultimus
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC April 2015 - Present
Citigroup March 2008 - April 2015
Calamos Investments April 2004 - March 2008
BISYS Fund Services July 1998 - April 2004
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Fund Administration, Asset Managment, Middle Office, Derivatives, Securities, Financial Services
Education
The Ohio State University Fisher College of Business 1987 — 1992
Bachelor, Accounting
Ultimus Fund Solutions, LLC April 2015 - Present
Citigroup March 2008 - April 2015
Calamos Investments April 2004 - March 2008
BISYS Fund Services July 1998 - April 2004
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Fund Administration, Asset Managment, Middle Office, Derivatives, Securities, Financial Services
Education
The Ohio State University Fisher College of Business 1987 — 1992
Bachelor, Accounting
Gurmal Sharma's Citigroup Experience December 2005 - Present
Job Client Administration at Citigroup
Industry Financial Services
Experience
Citigroup December 2005 - Present
Skills
Risk Management, Credit, Banking, Financial Analysis, Portfolio Management, Equities, Financial Services, Loans, Investments, Fixed Income, Microsoft Excel, Investment Banking, Retail Banking, Financial Modeling, Business Analysis, Customer Service, Derivatives, Credit Risk, Corporate Finance, Financial Risk, Capital Markets, Credit Cards, Microsoft Office
Education
The Philippine Women's University 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Citigroup December 2005 - Present
Skills
Risk Management, Credit, Banking, Financial Analysis, Portfolio Management, Equities, Financial Services, Loans, Investments, Fixed Income, Microsoft Excel, Investment Banking, Retail Banking, Financial Modeling, Business Analysis, Customer Service, Derivatives, Credit Risk, Corporate Finance, Financial Risk, Capital Markets, Credit Cards, Microsoft Office
Education
The Philippine Women's University 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Justin Mauskopf's Citigroup Experience 2002 - 2007
Job Managing Member / Chief Financial Officer at Lutetium Capital
Industry Investment Banking
Experience
Lutetium Capital January 2013 - Present
Aksia August 2010 - January 2013
Goldman Sachs March 2007 - August 2010
Citigroup 2002 - 2007
Bear Stearns 1998 - 2000
KPMG 1993 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Fund Of Funds, Asset Managment, Private Equity, Valuation, Derivatives, Investments, Portfolio Management, Investment Banking, Capital Markets, Bloomberg, Due Diligence, Prime Brokerage, Series 7, Asset Management, Investment Strategies, Investor Relations, Financial Services
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance and Economics
University of Pennsylvania - The Wharton School 1989 — 1993
BSE, Accounting
Frisch 1985 — 1989
Lutetium Capital January 2013 - Present
Aksia August 2010 - January 2013
Goldman Sachs March 2007 - August 2010
Citigroup 2002 - 2007
Bear Stearns 1998 - 2000
KPMG 1993 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Fund Of Funds, Asset Managment, Private Equity, Valuation, Derivatives, Investments, Portfolio Management, Investment Banking, Capital Markets, Bloomberg, Due Diligence, Prime Brokerage, Series 7, Asset Management, Investment Strategies, Investor Relations, Financial Services
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance and Economics
University of Pennsylvania - The Wharton School 1989 — 1993
BSE, Accounting
Frisch 1985 — 1989
Louis Lanchantin's Citigroup Experience January 1994 - January 2008
Job Administrative Professional
Industry Financial Services
Experience
Healthcare Communications Group September 2010 - July 2011
Divine Consign, Inc. October 2009 - July 2010
Citigroup January 1994 - January 2008
Citigroup January 2000 - January 2007
Citicorp Securities January 1994 - January 2000
The Walt Disney Company January 1987 - January 1994
The United States Navy January 1983 - January 1989
Hunter Korobkin January 1986 - January 1987
Geer Dubois Advertising January 1981 - January 1983
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, Logistics Management, Concur, ACT!, Marketing Research, Advertising, Expenses, Travel Management, Creative Writing, Event Planning, Corporate Events, Executive..., Green Belt, Six Sigma, Black Belt, Banking
Education
New Horizons Computer Learning Centers 2012 — 2012
Certificate, Six Sigma and Lean
The New School 2002 — 2003
University of Southern California 1975 — 1980
BA, Communication Arts and Sciences
Healthcare Communications Group September 2010 - July 2011
Divine Consign, Inc. October 2009 - July 2010
Citigroup January 1994 - January 2008
Citigroup January 2000 - January 2007
Citicorp Securities January 1994 - January 2000
The Walt Disney Company January 1987 - January 1994
The United States Navy January 1983 - January 1989
Hunter Korobkin January 1986 - January 1987
Geer Dubois Advertising January 1981 - January 1983
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, Logistics Management, Concur, ACT!, Marketing Research, Advertising, Expenses, Travel Management, Creative Writing, Event Planning, Corporate Events, Executive..., Green Belt, Six Sigma, Black Belt, Banking
Education
New Horizons Computer Learning Centers 2012 — 2012
Certificate, Six Sigma and Lean
The New School 2002 — 2003
University of Southern California 1975 — 1980
BA, Communication Arts and Sciences
Richard Rund's Citigroup Experience November 2006 - September 2012
Job Investor Relations at Shaker Investments, LLC
Industry Financial Services
Experience
Shaker Investments, LLC September 2012 - Present
Citigroup November 2006 - September 2012
Bank of New York - Alternative Investment Services June 2006 - November 2006
BISYS Financial Services June 2005 - June 2006
Education
The Ohio State University 2000 — 2005
BA, Economics
Shaker Investments, LLC September 2012 - Present
Citigroup November 2006 - September 2012
Bank of New York - Alternative Investment Services June 2006 - November 2006
BISYS Financial Services June 2005 - June 2006
Education
The Ohio State University 2000 — 2005
BA, Economics
Christian Lizotte's Citigroup Experience March 2011 - Present
Job Supervisor at Citigroup
Industry Financial Services
Experience
Citigroup March 2011 - Present
Skills
Microsoft Office, Global Security Master...
Education
The Ohio State University 2006 — 2011
Bachelors of Science, Personal Finance
Mount Vernon High School 2002 — 2006
Diploma, General Education
Citigroup March 2011 - Present
Skills
Microsoft Office, Global Security Master...
Education
The Ohio State University 2006 — 2011
Bachelors of Science, Personal Finance
Mount Vernon High School 2002 — 2006
Diploma, General Education
Sam Coleman's Citigroup Experience 1996 - 2006
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock April 2009 - Present
S.R. Coleman & Co., LLC 2006 - 2009
Cambridge Place Investment Management 2007 - 2008
Citigroup 1996 - 2006
Credit Suisse 1983 - 1996
Skills
Alternative Investments, Hedge Funds, Fixed Income, Investment Banking, Capital Markets, Private Equity, Asset Managment, Equities, Investments, Valuation, Structured Finance, Derivatives, Securities, Portfolio Management, Securitization, Mergers & Acquisitions
Education
Tuck School of Business at Dartmouth 1981 — 1983
MBA
University of Pennsylvania 1971 — 1976
BA, Economics, History
BlackRock April 2009 - Present
S.R. Coleman & Co., LLC 2006 - 2009
Cambridge Place Investment Management 2007 - 2008
Citigroup 1996 - 2006
Credit Suisse 1983 - 1996
Skills
Alternative Investments, Hedge Funds, Fixed Income, Investment Banking, Capital Markets, Private Equity, Asset Managment, Equities, Investments, Valuation, Structured Finance, Derivatives, Securities, Portfolio Management, Securitization, Mergers & Acquisitions
Education
Tuck School of Business at Dartmouth 1981 — 1983
MBA
University of Pennsylvania 1971 — 1976
BA, Economics, History
Bob Trent's Citigroup Experience 1998 - 2008
Job Financial Services
Industry Banking
Experience
Harrison Bank Corp 2011 - Present
First Midwest Bank 2008 - 2010
Citigroup 1998 - 2008
Skills
Strategy, Business Analysis, Financial Modeling
Education
The Tuck School of Business at Dartmouth 2000 — 2002
MBA
University of Delaware 1993 — 1997
BA, Economics
Harrison Bank Corp 2011 - Present
First Midwest Bank 2008 - 2010
Citigroup 1998 - 2008
Skills
Strategy, Business Analysis, Financial Modeling
Education
The Tuck School of Business at Dartmouth 2000 — 2002
MBA
University of Delaware 1993 — 1997
BA, Economics
Sharie Sohrabkhani's Citigroup Experience February 1999 - August 2007
Job Regional Credit Executive at Bank of America Private Wealth Management
Industry Banking
Experience
US Trust, Bank of America Private Wealth Management July 2011 - Present
Bank of America Merrill Lynch August 2007 - June 2011
Citigroup February 1999 - August 2007
Glendale Community College 2000 - 2000
Glendale Community College 2000 - 2000
J.P. Morgan August 1988 - September 1992
Skills
FINRA Series 7 and 66, Credit, Commercial Banking, Leadership, Credit Analysis, Banking, Commercial Lending, Portfolio Management, Loans, Credit Risk, Small Business Lending, Financial Institutions, Mortgage Lending, Cash Management, Financial Analysis, Financial Modeling
Education
London School of Economics and Political Science
MSc, Accounting & Finance
Polytechnic of North London
Bachelor's degree (Honors), Accounting
US Trust, Bank of America Private Wealth Management July 2011 - Present
Bank of America Merrill Lynch August 2007 - June 2011
Citigroup February 1999 - August 2007
Glendale Community College 2000 - 2000
Glendale Community College 2000 - 2000
J.P. Morgan August 1988 - September 1992
Skills
FINRA Series 7 and 66, Credit, Commercial Banking, Leadership, Credit Analysis, Banking, Commercial Lending, Portfolio Management, Loans, Credit Risk, Small Business Lending, Financial Institutions, Mortgage Lending, Cash Management, Financial Analysis, Financial Modeling
Education
London School of Economics and Political Science
MSc, Accounting & Finance
Polytechnic of North London
Bachelor's degree (Honors), Accounting
Jamie Gabriel's Citigroup Experience August 2009 - April 2010
Job Vice President Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2011 - Present
Barclays Capital April 2010 - January 2011
Citigroup August 2009 - April 2010
Citigroup June 2008 - August 2008
JP Morgan August 2006 - June 2007
Lehman Brothers August 2003 - June 2006
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance and Accounting
Vanderbilt University 1998 — 2002
BS, Bachelor of Science in Engineering, Minor in Economics
Credit Suisse April 2011 - Present
Barclays Capital April 2010 - January 2011
Citigroup August 2009 - April 2010
Citigroup June 2008 - August 2008
JP Morgan August 2006 - June 2007
Lehman Brothers August 2003 - June 2006
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance and Accounting
Vanderbilt University 1998 — 2002
BS, Bachelor of Science in Engineering, Minor in Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
JP Morgan Chase
UBS
JPMorgan Chase & Co.