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
Shideh Theunissen Shideh Theunissen's Citigroup Experience July 2000 - June 2004
Job Private Bank / Wealth Management Executive
Industry Investment Management
Experience
J.P. Morgan July 2004 - December 2014
Citigroup July 2000 - June 2004
J.P. Morgan July 1995 - June 2000
Goldman Sachs July 1993 - July 1995
Lehman Brothers August 1987 - March 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Lauder Institute 1992 — 1994
Master's Degree, International Studies/ The Lauder Institute - German program
University of Pennsylvania - The Wharton School
BS in Economics, Finance / Biochemistry
Smith College
Bachelor's Degree
Connelly School of the Holy Child, Potomac, MD
J.P. Morgan July 2004 - December 2014
Citigroup July 2000 - June 2004
J.P. Morgan July 1995 - June 2000
Goldman Sachs July 1993 - July 1995
Lehman Brothers August 1987 - March 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Lauder Institute 1992 — 1994
Master's Degree, International Studies/ The Lauder Institute - German program
University of Pennsylvania - The Wharton School
BS in Economics, Finance / Biochemistry
Smith College
Bachelor's Degree
Connelly School of the Holy Child, Potomac, MD
Meg Julian Meg Julian's Citigroup Experience May 2005 - August 2005
Job Chief Compliance Officer at Octagon Credit Investors
Industry Investment Management
Experience
Octagon Credit Investors February 2015 - Present
Octagon Credit Investors April 2012 - January 2015
Oak Hill Capital January 2011 - March 2012
Oak Hill Capital June 2010 - January 2011
Columbia Wanger Asset Management June 2006 - June 2010
Citigroup May 2005 - August 2005
National Institute for Trial Advocacy 2003 - 2005
Education
University of Notre Dame Law School 2003 — 2006
J.D.
University of Notre Dame 1999 — 2003
B.S., Biology
Octagon Credit Investors February 2015 - Present
Octagon Credit Investors April 2012 - January 2015
Oak Hill Capital January 2011 - March 2012
Oak Hill Capital June 2010 - January 2011
Columbia Wanger Asset Management June 2006 - June 2010
Citigroup May 2005 - August 2005
National Institute for Trial Advocacy 2003 - 2005
Education
University of Notre Dame Law School 2003 — 2006
J.D.
University of Notre Dame 1999 — 2003
B.S., Biology
Matthew Kretzman Matthew Kretzman's Citigroup Experience June 2006 - August 2006
Job Principal at KKR
Industry Venture Capital & Private Equity
Experience
KKR July 2013 - Present
KKR May 2012 - June 2013
Credit Suisse May 2011 - May 2012
Credit Suisse August 2007 - May 2011
Citigroup June 2006 - August 2006
Skills
Financial Analysis, Capital Markets, Investment Banking, Data Analysis, Market Analysis, Credit Analysis, Leveraged Finance, Equity Capital Markets, Derivatives, Fixed Income, Valuation, Equities, IPO, Bonds, Credit, Financial Modeling, Corporate Finance, Private Equity, Loan Origination, Due Diligence, High Yield, Private Placements, Finance, Financial Structuring, Investments
Education
University of Pennsylvania 2003 — 2007
Philosophy, Politics and Economics (Economics concentration)
Fairfield Prep 1999 — 2003
Liberal Arts
KKR July 2013 - Present
KKR May 2012 - June 2013
Credit Suisse May 2011 - May 2012
Credit Suisse August 2007 - May 2011
Citigroup June 2006 - August 2006
Skills
Financial Analysis, Capital Markets, Investment Banking, Data Analysis, Market Analysis, Credit Analysis, Leveraged Finance, Equity Capital Markets, Derivatives, Fixed Income, Valuation, Equities, IPO, Bonds, Credit, Financial Modeling, Corporate Finance, Private Equity, Loan Origination, Due Diligence, High Yield, Private Placements, Finance, Financial Structuring, Investments
Education
University of Pennsylvania 2003 — 2007
Philosophy, Politics and Economics (Economics concentration)
Fairfield Prep 1999 — 2003
Liberal Arts
Eric Itambo Eric Itambo's Citigroup Experience October 2014 - Present
Job US Head, Commercial Lending Management Business Banking at Citigroup
Industry Banking
Experience
Citigroup October 2014 - Present
Citigroup February 2011 - September 2014
Citigroup February 2006 - January 2011
Citigroup 2004 - 2006
Citigroup 1998 - 2004
Skills
Capital Markets, Portfolio Management, Commercial Banking, Emerging Markets, Credit Analysis, Marketing Strategy, Investment Banking, Business Development, Strategic Planning, Change Management, Commercial Real Estate, Strategy, Finance, Banking, Mergers & Acquisitions, Risk Management, Financial Services, Corporate Finance, Executive Management, Relationship Management, Financial Risk, Credit, Financial Structuring, Credit Risk, Treasury Management, Commercial Lending, Retail Banking
Education
University of Oxford
Graduate - Rhodes Scholar
Citigroup October 2014 - Present
Citigroup February 2011 - September 2014
Citigroup February 2006 - January 2011
Citigroup 2004 - 2006
Citigroup 1998 - 2004
Skills
Capital Markets, Portfolio Management, Commercial Banking, Emerging Markets, Credit Analysis, Marketing Strategy, Investment Banking, Business Development, Strategic Planning, Change Management, Commercial Real Estate, Strategy, Finance, Banking, Mergers & Acquisitions, Risk Management, Financial Services, Corporate Finance, Executive Management, Relationship Management, Financial Risk, Credit, Financial Structuring, Credit Risk, Treasury Management, Commercial Lending, Retail Banking
Education
University of Oxford
Graduate - Rhodes Scholar
Staci Jackson Staci Jackson's Citigroup Experience February 2010 - February 2012
Job Senior Vice President at CitiMortgage
Industry Financial Services
Experience
CitiMortgage February 2012 - Present
CITIGROUP February 2010 - February 2012
CITI ASSURANCE SERVICES February 2005 - September 2010
CITI ASSURANCE SERVICES February 2002 - February 2005
CITIGROUP ADMINISTRATIVE SERVICES, INC January 2001 - January 2002
Skills
Program Management, Project Management, Regulatory Requirements, Cross-functional Team..., External Audit, Management, Process Improvement, Analysis, Leadership, Finance, Integration, Compliance
Education
University of North Texas
Bachelor of Applied Arts & Sciences, 2004
CitiMortgage February 2012 - Present
CITIGROUP February 2010 - February 2012
CITI ASSURANCE SERVICES February 2005 - September 2010
CITI ASSURANCE SERVICES February 2002 - February 2005
CITIGROUP ADMINISTRATIVE SERVICES, INC January 2001 - January 2002
Skills
Program Management, Project Management, Regulatory Requirements, Cross-functional Team..., External Audit, Management, Process Improvement, Analysis, Leadership, Finance, Integration, Compliance
Education
University of North Texas
Bachelor of Applied Arts & Sciences, 2004
Adriana Lopez-Hammer Adriana Lopez-Hammer's Citigroup Experience 1998 - 2004
Job Vice President, Triumph Business Capital
Industry Financial Services
Experience
Triumph Business Capital October 2012 - Present
Dallas Concilio of Hispanic Service Organizations January 2009 - December 2014
TAB Bank July 2010 - October 2012
Hispanic 100 January 2010 - December 2011
GE Commercial Finance December 2001 - July 2010
Head Start of Greater Dallas 2001 - 2007
CitiGroup 1998 - 2004
Citi Group November 1999 - December 2001
Associates Commercial Corporation 2000 - 2001
The Associates First Capital Corporation 1996 - 1998
Skills
Asset Based Lending, Commercial Lending, Factoring, Loans, Portfolio Management, Underwriting, Credit Analysis, Credit, Banking, Funding, Financial Analysis, Commercial Finance, Commercial Banking, Risk Management, Restructuring, Credit Risk, Small Business Lending, Corporate Finance, Analysis, Finance, Working Capital..., Business Development, Management, Executive Management, CRM
Education
University of Pennsylvania 1992 — 1996
BSE, Marketing, MultiNt'l Mngt, Span/Lat American Literature
Triumph Business Capital October 2012 - Present
Dallas Concilio of Hispanic Service Organizations January 2009 - December 2014
TAB Bank July 2010 - October 2012
Hispanic 100 January 2010 - December 2011
GE Commercial Finance December 2001 - July 2010
Head Start of Greater Dallas 2001 - 2007
CitiGroup 1998 - 2004
Citi Group November 1999 - December 2001
Associates Commercial Corporation 2000 - 2001
The Associates First Capital Corporation 1996 - 1998
Skills
Asset Based Lending, Commercial Lending, Factoring, Loans, Portfolio Management, Underwriting, Credit Analysis, Credit, Banking, Funding, Financial Analysis, Commercial Finance, Commercial Banking, Risk Management, Restructuring, Credit Risk, Small Business Lending, Corporate Finance, Analysis, Finance, Working Capital..., Business Development, Management, Executive Management, CRM
Education
University of Pennsylvania 1992 — 1996
BSE, Marketing, MultiNt'l Mngt, Span/Lat American Literature
Jayne Gnadt, PMP Jayne Gnadt, PMP's Citigroup Experience 1980 - 1995
Job President at Training Solutions, LLC
Industry Professional Training & Coaching
Experience
Training Solutions, LLC February 2006 - Present
Mindavation January 2007 - December 2007
OppenheimerFunds July 1995 - February 2006
Citigroup 1980 - 1995
Skills
Leadership Development, Project Management, Instructional Design, Coaching, Organizational..., Negotiation, Executive Coaching, Organizational..., Team Leadership, Needs Analysis, Training Delivery, Vendor Management, PMP, Training, Public Speaking, Change Management, Business Analysis, Performance Management, Adult Education, Leadership, Program Management, Workshop Facilitation, MS Project, Management Consulting, Team Building, Talent Management, Business Process..., Process Improvement, Consulting, Performance Improvement, Employee Engagement, Staff Development, Succession Planning, Career Development, Conflict Resolution, Personal Development, E-Learning, Emotional Intelligence, Management Development, Culture Change, Learning Management, Employee Training, Organizational Design, Career Counseling, Career Management, MBTI, Strategy, Interviews, Facilitation, Human Resources
Education
University of Northern Colorado
BA, Education
Training Solutions, LLC February 2006 - Present
Mindavation January 2007 - December 2007
OppenheimerFunds July 1995 - February 2006
Citigroup 1980 - 1995
Skills
Leadership Development, Project Management, Instructional Design, Coaching, Organizational..., Negotiation, Executive Coaching, Organizational..., Team Leadership, Needs Analysis, Training Delivery, Vendor Management, PMP, Training, Public Speaking, Change Management, Business Analysis, Performance Management, Adult Education, Leadership, Program Management, Workshop Facilitation, MS Project, Management Consulting, Team Building, Talent Management, Business Process..., Process Improvement, Consulting, Performance Improvement, Employee Engagement, Staff Development, Succession Planning, Career Development, Conflict Resolution, Personal Development, E-Learning, Emotional Intelligence, Management Development, Culture Change, Learning Management, Employee Training, Organizational Design, Career Counseling, Career Management, MBTI, Strategy, Interviews, Facilitation, Human Resources
Education
University of Northern Colorado
BA, Education
Justin Effron Justin Effron's Citigroup Experience 2012 - 2013
Job CEO at ALICE
Industry Hospitality
Experience
ALICE - A Life Improving Customer Experience May 2012 - Present
Citigroup 2012 - 2013
Skills
Entrepreneurship, Start-ups, Networking, Financial Modeling, Project Management, Business Development, Business Analysis, Venture Capital, Hospitality Industry, Hotels, Cross Functional Team..., Budgets, Team Building, Leadership, Product Management, Series 63, series 59, Series 7, Finance, PowerPoint, Valuation, Social Media Marketing, Social Media
Education
University of Pennsylvania 2008 — 2012
Bachelor's degree, History
ALICE - A Life Improving Customer Experience May 2012 - Present
Citigroup 2012 - 2013
Skills
Entrepreneurship, Start-ups, Networking, Financial Modeling, Project Management, Business Development, Business Analysis, Venture Capital, Hospitality Industry, Hotels, Cross Functional Team..., Budgets, Team Building, Leadership, Product Management, Series 63, series 59, Series 7, Finance, PowerPoint, Valuation, Social Media Marketing, Social Media
Education
University of Pennsylvania 2008 — 2012
Bachelor's degree, History
Melvin Roldan's Citigroup Experience April 2009 - December 2011
Job Project Manager at T. Rowe Price
Industry Management Consulting
Experience
T. Rowe Price December 2013 - Present
JPMorgan Chase March 2013 - December 2013
MetLife January 2012 - March 2013
Citigroup April 2009 - December 2011
The IQ Business Group May 2006 - April 2009
Michaelson Entertainment December 2004 - May 2006
TIAA-CREF June 1998 - July 2004
TIAA-CREF June 1995 - June 1998
TIAA-CREF June 1985 - June 1995
Skills
Process Engineering, Business Analysis, Metrics, Productivity Improvement, client services..., Operations Management, relationship building, Project Management, Team Building, Budgeting, Forecasting, Product Development, New Business Development, SDLC, Management, Budgets, Risk Management, Cross-functional Team..., Banking, Process Improvement, Business Process..., Change Management, Strategy, Financial Services, Vendor Management
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Marketing, Management
University of Pennsylvania 1980 — 1984
BA, Economics, Political Science
T. Rowe Price December 2013 - Present
JPMorgan Chase March 2013 - December 2013
MetLife January 2012 - March 2013
Citigroup April 2009 - December 2011
The IQ Business Group May 2006 - April 2009
Michaelson Entertainment December 2004 - May 2006
TIAA-CREF June 1998 - July 2004
TIAA-CREF June 1995 - June 1998
TIAA-CREF June 1985 - June 1995
Skills
Process Engineering, Business Analysis, Metrics, Productivity Improvement, client services..., Operations Management, relationship building, Project Management, Team Building, Budgeting, Forecasting, Product Development, New Business Development, SDLC, Management, Budgets, Risk Management, Cross-functional Team..., Banking, Process Improvement, Business Process..., Change Management, Strategy, Financial Services, Vendor Management
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Marketing, Management
University of Pennsylvania 1980 — 1984
BA, Economics, Political Science
Vanessa Zaragocin's Citigroup Experience October 2002 - July 2005
Job SVP, Program Senior Lead at Citi, Global Program Management Office
Industry Banking
Experience
Citi, Global Program Management Office 2013 - Present
Citi May 2011 - July 2013
Citigroup- Citicards September 2007 - May 2011
Citigroup-Citibank August 2005 - 2007
Citigroup October 2002 - July 2005
CitiFinancial July 2000 - 2002
Skills
Banking, Portfolio Management, Relationship Management, Management, Process Improvement, Leadership, Segmentation, Finance, Credit, Loans, Strategic Planning, Financial Services, Risk Management, Retail Banking, Analytics, Investments, Business Development, Marketing, Mergers
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (B.A.), Economics and Political Science
Citi, Global Program Management Office 2013 - Present
Citi May 2011 - July 2013
Citigroup- Citicards September 2007 - May 2011
Citigroup-Citibank August 2005 - 2007
Citigroup October 2002 - July 2005
CitiFinancial July 2000 - 2002
Skills
Banking, Portfolio Management, Relationship Management, Management, Process Improvement, Leadership, Segmentation, Finance, Credit, Loans, Strategic Planning, Financial Services, Risk Management, Retail Banking, Analytics, Investments, Business Development, Marketing, Mergers
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (B.A.), Economics and Political Science
Vanessa Oligino Vanessa Oligino's Citigroup Experience October 2004 - February 2006
Job Director, RIA Practice Management Driving Growth and Efficiency for Advisors
Industry Financial Services
Experience
TD Ameritrade June 2010 - Present
Pershing LLC, an affiliate of The Bank of New York Mellon February 2006 - June 2010
Citigroup October 2004 - February 2006
JPMorgan Chase September 2000 - October 2004
Skills
Marketing, Strategy, Program Management, Strategic Planning, Brand Management, Financial Services, Series 7, Practice Management, Financial Advisory, Thought Leadership, Marketing Strategy, Public Speaking, Integrated Marketing
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Spanish Literature
TD Ameritrade June 2010 - Present
Pershing LLC, an affiliate of The Bank of New York Mellon February 2006 - June 2010
Citigroup October 2004 - February 2006
JPMorgan Chase September 2000 - October 2004
Skills
Marketing, Strategy, Program Management, Strategic Planning, Brand Management, Financial Services, Series 7, Practice Management, Financial Advisory, Thought Leadership, Marketing Strategy, Public Speaking, Integrated Marketing
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Spanish Literature
Rachel Buntenbach's Citigroup Experience April 2008 - November 2008
Job Office Supervisor at Hockenberg Foodservice, Inc., a CORE Group company
Industry Financial Services
Experience
Hockenberg Foodservice, Inc., a CORE Group company July 2011 - Present
Southeast Polk Community School District October 2009 - June 2011
Kelly Services April 2009 - July 2009
Citigroup April 2008 - November 2008
Citi Home Equity June 2007 - March 2008
Citi Home Equity February 2006 - June 2007
CitiMortgage - Direct April 2005 - February 2006
Skills
Mortgage Lending, Credit, Analysis, Administrative..., Food Service, Microsoft Office, Social Media, Analytics, Financial Analysis, Banking, Mortgage Banking, Loans, Customer Service, Marketing, Administrative Work, Customer Support, Event Planning, Sales
Education
University of Northern Iowa 2000 — 2001
General Studies
Hockenberg Foodservice, Inc., a CORE Group company July 2011 - Present
Southeast Polk Community School District October 2009 - June 2011
Kelly Services April 2009 - July 2009
Citigroup April 2008 - November 2008
Citi Home Equity June 2007 - March 2008
Citi Home Equity February 2006 - June 2007
CitiMortgage - Direct April 2005 - February 2006
Skills
Mortgage Lending, Credit, Analysis, Administrative..., Food Service, Microsoft Office, Social Media, Analytics, Financial Analysis, Banking, Mortgage Banking, Loans, Customer Service, Marketing, Administrative Work, Customer Support, Event Planning, Sales
Education
University of Northern Iowa 2000 — 2001
General Studies
John B Jones Jr. John B Jones Jr.'s Citigroup Experience 1998 - 2001
Job President/Owner at North Tahoe Commercial
Industry Investment Management
Experience
North Tahoe Commercial July 2011 - Present
Truckee Tahoe Airport District November 2010 - Present
Cray Inc. June 2005 - Present
Stratus Computer 2005 - 2008
Charles Schwab 2003 - 2005
SoundView Technology Group 2001 - 2003
Citi 1998 - 2001
Citigroup 1998 - 2001
Salomon Smith Barney 1996 - 1998
Salomon Brothers 1991 - 1996
Education
University of Oregon 1962 — 1966
Bachleor of Science, Accounting & Statistics
Jones
a BS, Accounting and Statistics
North Tahoe Commercial July 2011 - Present
Truckee Tahoe Airport District November 2010 - Present
Cray Inc. June 2005 - Present
Stratus Computer 2005 - 2008
Charles Schwab 2003 - 2005
SoundView Technology Group 2001 - 2003
Citi 1998 - 2001
Citigroup 1998 - 2001
Salomon Smith Barney 1996 - 1998
Salomon Brothers 1991 - 1996
Education
University of Oregon 1962 — 1966
Bachleor of Science, Accounting & Statistics
Jones
a BS, Accounting and Statistics
Alexander Poulev's Citigroup Experience June 2011 - August 2011
Job
Industry Banking
Experience
EBRD May 2012 - Present
Ernst & Young December 2011 - April 2012
Citigroup June 2011 - August 2011
Ernst & Young December 2005 - August 2010
Brown Brothers Harriman January 2005 - July 2005
GE June 2001 - May 2003
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Business Valuation, Investment Banking, Mergers, Credit Risk, Banking, Equities, Emerging Markets, Strategic Financial..., Investments, Project Finance, Capital Markets, Asset Managment, Restructuring, Equity Valuation, Financial Structuring, M&A experience, Hedge Funds, Mergers & Acquisitions, Asset Management, Derivatives, Financial Risk, Structured Finance, Finance, Fixed Income, Bloomberg, Alternative Investments, Financial Markets
Education
University of Oxford - Said Business School 2010 — 2011
MBA, Finance
University of Maine 1999 — 2004
Bachelor of Science (B.S.), Finance and Management Information Systems, Summa Cum Laude
EBRD May 2012 - Present
Ernst & Young December 2011 - April 2012
Citigroup June 2011 - August 2011
Ernst & Young December 2005 - August 2010
Brown Brothers Harriman January 2005 - July 2005
GE June 2001 - May 2003
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Business Valuation, Investment Banking, Mergers, Credit Risk, Banking, Equities, Emerging Markets, Strategic Financial..., Investments, Project Finance, Capital Markets, Asset Managment, Restructuring, Equity Valuation, Financial Structuring, M&A experience, Hedge Funds, Mergers & Acquisitions, Asset Management, Derivatives, Financial Risk, Structured Finance, Finance, Fixed Income, Bloomberg, Alternative Investments, Financial Markets
Education
University of Oxford - Said Business School 2010 — 2011
MBA, Finance
University of Maine 1999 — 2004
Bachelor of Science (B.S.), Finance and Management Information Systems, Summa Cum Laude
Gary Greenwald Gary Greenwald's Citigroup Experience January 2011 - June 2014
Job SVP Software Services at VeriFone
Industry Financial Services
Experience
VeriFone August 2014 - Present
Citigroup January 2011 - June 2014
Citi September 2004 - January 2011
Citi / Salomon Smith Barney October 1998 - September 2005
Citi October 1983 - September 1998
Dekadt Marketing and Research June 1981 - September 1982
Skills
Mobile Payments, Payments, Banking, Credit Cards, Portfolio Management, Financial Services, Analytics, Risk Management, Strategy, Product Management, Payment Systems, Business Analysis, Electronic Payments, Business Strategy, Relationship Management, Management, Vendor Management, CRM, Management Consulting, Business Development, E-commerce, Project Management, Corporate Finance, Financial Risk, Business Transformation, Retail Banking, Strategic Planning, New Business Development, Strategic Partnerships, Emerging Technologies, Internet Banking
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MS, Statistics
University of Pennsylvania 1976 — 1981
Bachelor of Science (B.S.), Economics
VeriFone August 2014 - Present
Citigroup January 2011 - June 2014
Citi September 2004 - January 2011
Citi / Salomon Smith Barney October 1998 - September 2005
Citi October 1983 - September 1998
Dekadt Marketing and Research June 1981 - September 1982
Skills
Mobile Payments, Payments, Banking, Credit Cards, Portfolio Management, Financial Services, Analytics, Risk Management, Strategy, Product Management, Payment Systems, Business Analysis, Electronic Payments, Business Strategy, Relationship Management, Management, Vendor Management, CRM, Management Consulting, Business Development, E-commerce, Project Management, Corporate Finance, Financial Risk, Business Transformation, Retail Banking, Strategic Planning, New Business Development, Strategic Partnerships, Emerging Technologies, Internet Banking
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MS, Statistics
University of Pennsylvania 1976 — 1981
Bachelor of Science (B.S.), Economics
Jennifer Jong Jennifer Jong's Citigroup Experience 2006 - 2008
Job Consultant at Mission Strategies LLC
Industry Political Organization
Experience
StudentsFirstNY June 2012 - May 2013
Democrats for Education Reform / Education Reform Now March 2010 - May 2012
Bloomberg for Mayor 2009 April 2009 - December 2009
Citigroup 2006 - 2008
Advocate Community Development Corporation (ACDC) 2002 - 2003
Skills
Community Outreach, Non-profits, Research, Public Policy, Public Speaking, Policy Analysis, Strategic Planning, Fundraising, Policy, Microsoft Office, PowerPoint, Project Management, Grant Writing, Microsoft Word, Budget, Political Campaigns, Grassroots Organizing, Politics, Public Relations, Event Planning
Education
University of Pennsylvania School of Design 2000 — 2002
MCP, City Planning
University of Pennsylvania 1997 — 2001
BA, Urban Studies
Hunter College High School
StudentsFirstNY June 2012 - May 2013
Democrats for Education Reform / Education Reform Now March 2010 - May 2012
Bloomberg for Mayor 2009 April 2009 - December 2009
Citigroup 2006 - 2008
Advocate Community Development Corporation (ACDC) 2002 - 2003
Skills
Community Outreach, Non-profits, Research, Public Policy, Public Speaking, Policy Analysis, Strategic Planning, Fundraising, Policy, Microsoft Office, PowerPoint, Project Management, Grant Writing, Microsoft Word, Budget, Political Campaigns, Grassroots Organizing, Politics, Public Relations, Event Planning
Education
University of Pennsylvania School of Design 2000 — 2002
MCP, City Planning
University of Pennsylvania 1997 — 2001
BA, Urban Studies
Hunter College High School
Jeffrey Petkun Jeffrey Petkun's Citigroup Experience July 2009 - July 2011
Job Senior Software Engineer at Lattice Engines
Industry Computer Software
Experience
Lattice Engines October 2012 - Present
Geode Capital Management August 2011 - September 2012
Citigroup July 2009 - July 2011
Lockheed Martin May 2008 - August 2008
GSI Commerce May 2007 - August 2007
Skills
Java, SQL, Unix, VBA, C#, Python, C++, C, JSP, Ruby on Rails, GWT, GXT, R
Education
University of Pennsylvania 2005 — 2009
BSE, Computer Science & Engineering, magna cum laude
Upper Dublin High School
Lattice Engines October 2012 - Present
Geode Capital Management August 2011 - September 2012
Citigroup July 2009 - July 2011
Lockheed Martin May 2008 - August 2008
GSI Commerce May 2007 - August 2007
Skills
Java, SQL, Unix, VBA, C#, Python, C++, C, JSP, Ruby on Rails, GWT, GXT, R
Education
University of Pennsylvania 2005 — 2009
BSE, Computer Science & Engineering, magna cum laude
Upper Dublin High School
Stephen Elson's Citigroup Experience 2005 - 2008
Job Managing Director Supply Chain Finance at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2008 - Present
Citigroup 2005 - 2008
GE Capital May 1999 - August 2005
Standard Chartered Bank 1991 - 1995
Southeast Bank August 1988 - October 1991
Skills
Portfolio Management, Banking, Corporate Finance, Capital Markets, Financial Analysis, Credit, Credit Analysis, Risk Management, Trade Finance, Commercial Banking, Credit Risk, Loans, FX Options, Investments, Valuation, Equities, Commercial Lending, Structured Finance, Fixed Income, Treasury Management, Derivatives, Financial Risk, Cash Management, Financial Services, Trading, Financial Markets, Wealth Management, Finance, Investment Banking, Financial Modeling, Asset Based Lending, Financial Structuring, Relationship Management
Education
University of Notre Dame 1984 — 1988
BBA, Finance
University of Notre Dame
Bachelor of Business Administration (B.B.A.)
Wells Fargo Bank August 2008 - Present
Citigroup 2005 - 2008
GE Capital May 1999 - August 2005
Standard Chartered Bank 1991 - 1995
Southeast Bank August 1988 - October 1991
Skills
Portfolio Management, Banking, Corporate Finance, Capital Markets, Financial Analysis, Credit, Credit Analysis, Risk Management, Trade Finance, Commercial Banking, Credit Risk, Loans, FX Options, Investments, Valuation, Equities, Commercial Lending, Structured Finance, Fixed Income, Treasury Management, Derivatives, Financial Risk, Cash Management, Financial Services, Trading, Financial Markets, Wealth Management, Finance, Investment Banking, Financial Modeling, Asset Based Lending, Financial Structuring, Relationship Management
Education
University of Notre Dame 1984 — 1988
BBA, Finance
University of Notre Dame
Bachelor of Business Administration (B.B.A.)
Jorge Enrique Castro's Citigroup Experience July 2010 - September 2010
Job Compliance Analyst at Banco Santander
Industry Management Consulting
Experience
Banco Santander March 2011 - Present
Citigroup July 2010 - September 2010
Citigroup September 2009 - June 2010
Citi Peru May 2008 - July 2008
Citi Peru May 2007 - June 2007
Skills
Data Analysis, AML, Private Banking, Microsoft Office, Team Leadership, Compliance Management, Microsoft Excel, Reporting & Analysis, Annual Reports, Risk Assessment, Organization Skills
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
Bachelors, Management Consulting
st. thomas aquinas
Banco Santander March 2011 - Present
Citigroup July 2010 - September 2010
Citigroup September 2009 - June 2010
Citi Peru May 2008 - July 2008
Citi Peru May 2007 - June 2007
Skills
Data Analysis, AML, Private Banking, Microsoft Office, Team Leadership, Compliance Management, Microsoft Excel, Reporting & Analysis, Annual Reports, Risk Assessment, Organization Skills
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
Bachelors, Management Consulting
st. thomas aquinas
Laura Rita Theil Laura Rita Theil's Citigroup Experience 1999 - 2003
Job Board Member at Sierra Geothermal Power Corp.
Industry Renewables & Environment
Experience
Sierra Geothermal Power Corp. 2007 - Present
JacKryn France Inc November 2004 - Present
Scottish Water 2000 - 2008
Citigroup - Schroder salomon Smith Barney, London UK 1999 - 2003
Citigroup 1999 - 2003
Dresdner Kleinwort Benson (now DrKW) November 1994 - September 1999
North America January 1994 - January 1998
Dibb Lupton, London WallSolicitor January 1992 - January 1993
Davies Ward and Beck June 1990 - August 1991
Education
University of Ottawa 1986 — 1990
LLB, Law
University of Ottawa 1983 — 1986
Bach Soc. Sci, INternational Business
Grenville Christian
Bach, Social Science; Public Policy and Management
University of Ottawa
Masters, Business Administration
Sierra Geothermal Power Corp. 2007 - Present
JacKryn France Inc November 2004 - Present
Scottish Water 2000 - 2008
Citigroup - Schroder salomon Smith Barney, London UK 1999 - 2003
Citigroup 1999 - 2003
Dresdner Kleinwort Benson (now DrKW) November 1994 - September 1999
North America January 1994 - January 1998
Dibb Lupton, London WallSolicitor January 1992 - January 1993
Davies Ward and Beck June 1990 - August 1991
Education
University of Ottawa 1986 — 1990
LLB, Law
University of Ottawa 1983 — 1986
Bach Soc. Sci, INternational Business
Grenville Christian
Bach, Social Science; Public Policy and Management
University of Ottawa
Masters, Business Administration
Badan Tuladhar Badan Tuladhar's Citigroup Experience August 2002 - July 2005
Job Senior Associate at Taiyo Pacific Partners
Industry Investment Management
Experience
Taiyo Pacific Partners September 2010 - Present
Clay Finlay July 2007 - August 2009
Morgan Stanley June 2006 - August 2006
Citigroup August 2002 - July 2005
Citigroup 2000 - 2002
Blaylock & Partners June 1998 - August 1998
Skills
Financials, Equities, Financial Modeling, Portfolio Management, Emerging Markets, Capital Markets, Asset Management, Investment Banking, Investments, Equity Valuation, Bloomberg, Finance, Hedge Funds, Fixed Income, Valuation, Private Equity
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Specialization; Finance and Accounting
Morehouse College 1996 — 2000
BA, Economics
University of Oxford 1998 — 1998
Economics
Taiyo Pacific Partners September 2010 - Present
Clay Finlay July 2007 - August 2009
Morgan Stanley June 2006 - August 2006
Citigroup August 2002 - July 2005
Citigroup 2000 - 2002
Blaylock & Partners June 1998 - August 1998
Skills
Financials, Equities, Financial Modeling, Portfolio Management, Emerging Markets, Capital Markets, Asset Management, Investment Banking, Investments, Equity Valuation, Bloomberg, Finance, Hedge Funds, Fixed Income, Valuation, Private Equity
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Specialization; Finance and Accounting
Morehouse College 1996 — 2000
BA, Economics
University of Oxford 1998 — 1998
Economics
Iris Burkat Iris Burkat's Citigroup Experience 1988 - 1991
Job Managing Partner at Burkat Global,LLC
Industry Marketing and Advertising
Experience
Burkat Global,LLC July 2013 - Present
Burkat Company - Marketing, Fundraising, Corporate Responsibility, Sustainability Consulting 1992 - June 2013
Green Mountain Energy Company October 2011 - August 2012
Women's Network for a Sustainable Future 2010 - 2011
Planned Parenthood Hudson Peconic 2005 - 2008
Prodigy Services Company 1995 - 1997
Citigroup 1988 - 1991
AllianceBernstein LP 1984 - 1988
Citigroup 1981 - 1984
Merrill Lynch 1977 - 1981
Skills
Fundraising, Non-profits, Strategic Planning, Marketing Strategy, Strategy, Program Development, Business Development, Marketing, Start-ups, Entrepreneurship, Program Management, Annual Giving, Integrated Marketing, Budgets, Corporate Social..., Stewardship, Public Speaking, Leadership, Investments, Public Relations, Product Development, Sustainability, Customer Retention, Planned Giving, Analysis, Research, Organizational..., Nonprofits, Corporate Law, Marketing Research
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Marketing
University of Pennsylvania
B.A., American Civilization
Burkat Global,LLC July 2013 - Present
Burkat Company - Marketing, Fundraising, Corporate Responsibility, Sustainability Consulting 1992 - June 2013
Green Mountain Energy Company October 2011 - August 2012
Women's Network for a Sustainable Future 2010 - 2011
Planned Parenthood Hudson Peconic 2005 - 2008
Prodigy Services Company 1995 - 1997
Citigroup 1988 - 1991
AllianceBernstein LP 1984 - 1988
Citigroup 1981 - 1984
Merrill Lynch 1977 - 1981
Skills
Fundraising, Non-profits, Strategic Planning, Marketing Strategy, Strategy, Program Development, Business Development, Marketing, Start-ups, Entrepreneurship, Program Management, Annual Giving, Integrated Marketing, Budgets, Corporate Social..., Stewardship, Public Speaking, Leadership, Investments, Public Relations, Product Development, Sustainability, Customer Retention, Planned Giving, Analysis, Research, Organizational..., Nonprofits, Corporate Law, Marketing Research
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Marketing
University of Pennsylvania
B.A., American Civilization
Edward Bask Edward Bask's Citigroup Experience May 2007 - August 2007
Job Vice President of PM Consultants
Industry Management Consulting
Experience
PM Consultants AssociateGoldman Sachs Asset ManagementDecember 2007 - December 2008
Citigroup May 2007 - August 2007
Education
University of Pennsylvania 2003 — 2007
Mathematics and Economics
PM Consultants AssociateGoldman Sachs Asset ManagementDecember 2007 - December 2008
Citigroup May 2007 - August 2007
Education
University of Pennsylvania 2003 — 2007
Mathematics and Economics
Willie Wrightsil's Citigroup Experience December 2001 - April 2005
Job Credit Analyst NMAC
Industry Financial Services
Experience
NIssan Motor Acceptance Corp October 2011 - Present
GMAC ResCap April 2007 - August 2011
Countrywide February 2006 - March 2007
Wells Fargo Home Mortgage April 2005 - January 2006
Citigroup December 2001 - April 2005
JC Penney Company December 2000 - November 2001
Skills
Credit, Risk Management, Financial Analysis, Investments, Business Analysis, Accounting, Forecasting, Process Improvement, Budgets, Vendor Management, Customer Service, Microsoft Excel, Management, Business Process..., Strategic Planning, Loans, Analysis, Finance, Leadership
Education
University of North Texas 2002 — 2004
Bachelor of Applied Arts and Sciences, Emphasis in Finance and Sociology
NIssan Motor Acceptance Corp October 2011 - Present
GMAC ResCap April 2007 - August 2011
Countrywide February 2006 - March 2007
Wells Fargo Home Mortgage April 2005 - January 2006
Citigroup December 2001 - April 2005
JC Penney Company December 2000 - November 2001
Skills
Credit, Risk Management, Financial Analysis, Investments, Business Analysis, Accounting, Forecasting, Process Improvement, Budgets, Vendor Management, Customer Service, Microsoft Excel, Management, Business Process..., Strategic Planning, Loans, Analysis, Finance, Leadership
Education
University of North Texas 2002 — 2004
Bachelor of Applied Arts and Sciences, Emphasis in Finance and Sociology
A. Sean Carter's Citigroup Experience 2005 - 2007
Job Sales Solutions Business Analyst at Pitney Bowes
Industry Information Technology and Services
Experience
Pitney Bowes July 2012 - July 2014
Cisco Systems January 2012 - July 2012
Atkins July 2011 - October 2011
Waukesha Electric Systems/SPX Corporation 2007 - July 2011
Citigroup 2005 - 2007
EDS March 1998 - February 2004
Skills
Vendor Management, Business Process..., Data Analysis, Business Analysis, Analysis, Business Process, Coaching, Leadership, Training, Management, Financial Analysis, Strategy, Project Management, Forecasting
Education
University of Notre Dame 1993 — 1997
Bachelors, Business Administration (Marketing)
Pitney Bowes July 2012 - July 2014
Cisco Systems January 2012 - July 2012
Atkins July 2011 - October 2011
Waukesha Electric Systems/SPX Corporation 2007 - July 2011
Citigroup 2005 - 2007
EDS March 1998 - February 2004
Skills
Vendor Management, Business Process..., Data Analysis, Business Analysis, Analysis, Business Process, Coaching, Leadership, Training, Management, Financial Analysis, Strategy, Project Management, Forecasting
Education
University of Notre Dame 1993 — 1997
Bachelors, Business Administration (Marketing)
Michael Israel Michael Israel's Citigroup Experience June 2010 - April 2011
Job VP Sales New York at Wedding Sites and Services
Industry Financial Services
Experience
Wedding Sites and Services April 2011 - Present
Citigroup June 2010 - April 2011
WorkCraft June 2009 - February 2010
Techno Source USA October 2007 - April 2009
Wedding Sites and Services January 2004 - October 2007
Wizard Entertainment 2007 - 2007
Skills
Advertising, Project Management, Marketing, Product Management, Social Media, Cross-functional Team..., Product Development, Data Analysis, Social Networking, Sales, Start-ups
Education
University of Pennsylvania 2002 — 2006
BA, Economics & Anthropology
Smithtown high School 1999 — 2002
Wedding Sites and Services April 2011 - Present
Citigroup June 2010 - April 2011
WorkCraft June 2009 - February 2010
Techno Source USA October 2007 - April 2009
Wedding Sites and Services January 2004 - October 2007
Wizard Entertainment 2007 - 2007
Skills
Advertising, Project Management, Marketing, Product Management, Social Media, Cross-functional Team..., Product Development, Data Analysis, Social Networking, Sales, Start-ups
Education
University of Pennsylvania 2002 — 2006
BA, Economics & Anthropology
Smithtown high School 1999 — 2002
Sagar A. Dalal Sagar A. Dalal's Citigroup Experience July 1999 - June 2003
Job Marketing Strategy & Communication Exec | Real Estate Marketing | Social Media | Brand Management
Industry Financial Services
Experience
Citi November 2011 - Present
Citi January 2014 - May 2015
Beckerman Fund Advisory - Real Estate Private Equity Investments 2009 - January 2012
NAIOP NYC Chapter - Developing Leaders December 2007 - December 2010
Sterling Equities June 2005 - July 2009
Paragon Mortgage & Real Estate Development June 2003 - May 2005
Citigroup July 1999 - June 2003
Skills
Marketing, Emerging Payments, Digital Marketing, Marketing Strategy, Financial Services, Product Management, Strategy, Investments, Management, Due Diligence, Portfolio Management, Real Estate, Credit Cards, Business Development, Leadership, Executive Management, Financial Analysis, Financial Modeling, Private Equity, Finance, Cross-functional Team..., Consulting, Strategic Planning
Education
University of Pennsylvania 1997 — 1999
BS, Communications and Marketing, 3.45
Citi November 2011 - Present
Citi January 2014 - May 2015
Beckerman Fund Advisory - Real Estate Private Equity Investments 2009 - January 2012
NAIOP NYC Chapter - Developing Leaders December 2007 - December 2010
Sterling Equities June 2005 - July 2009
Paragon Mortgage & Real Estate Development June 2003 - May 2005
Citigroup July 1999 - June 2003
Skills
Marketing, Emerging Payments, Digital Marketing, Marketing Strategy, Financial Services, Product Management, Strategy, Investments, Management, Due Diligence, Portfolio Management, Real Estate, Credit Cards, Business Development, Leadership, Executive Management, Financial Analysis, Financial Modeling, Private Equity, Finance, Cross-functional Team..., Consulting, Strategic Planning
Education
University of Pennsylvania 1997 — 1999
BS, Communications and Marketing, 3.45
Paul J. Meissner's Citigroup Experience December 1993 - May 2000
Job Managing Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2014 - Present
Integral Board Group, LLC December 2013 - May 2014
WellPoint May 2011 - June 2013
Wells Fargo January 2009 - April 2011
Wachovia, A Wells Fargo Company November 2004 - January 2009
Goldman Sachs June 2000 - November 2004
Citigroup December 1993 - May 2000
Ocwen June 1992 - December 1993
Price Waterhouse August 1988 - May 1992
Skills
Financial Services, Strategy, Banking, Mergers & Acquisitions, Equities, Due Diligence, IT Strategy, Management, Capital Markets, Accounting, Leadership, Portfolio Management, Business Strategy, Business Development, SDLC, Integration, Strategic Planning, Disaster Recovery, Vendor Management, Budgets, Management Consulting, Continuous Improvement, Financial Reporting, Enterprise Risk..., Internal Controls, Executive Management, Operational Risk, Process Improvement, Strategic Financial..., Auditing, Project Planning, Internal Audit, FX Options
Education
University of Notre Dame 1984 — 1988
BBA, Accountancy
JPMorgan Chase & Co. May 2014 - Present
Integral Board Group, LLC December 2013 - May 2014
WellPoint May 2011 - June 2013
Wells Fargo January 2009 - April 2011
Wachovia, A Wells Fargo Company November 2004 - January 2009
Goldman Sachs June 2000 - November 2004
Citigroup December 1993 - May 2000
Ocwen June 1992 - December 1993
Price Waterhouse August 1988 - May 1992
Skills
Financial Services, Strategy, Banking, Mergers & Acquisitions, Equities, Due Diligence, IT Strategy, Management, Capital Markets, Accounting, Leadership, Portfolio Management, Business Strategy, Business Development, SDLC, Integration, Strategic Planning, Disaster Recovery, Vendor Management, Budgets, Management Consulting, Continuous Improvement, Financial Reporting, Enterprise Risk..., Internal Controls, Executive Management, Operational Risk, Process Improvement, Strategic Financial..., Auditing, Project Planning, Internal Audit, FX Options
Education
University of Notre Dame 1984 — 1988
BBA, Accountancy
Bud Ring Bud Ring's Citigroup Experience September 1975 - May 1984
Job Management Consultant
Industry Management Consulting
Experience
Ring & Associates May 1996 - Present
Exeter Life Sciences, Inc. 2006 - 2008
Bank One (now JPMorgan Chase) November 1992 - April 1996
Chevy Chase Bank May 1986 - September 1991
Citigroup September 1975 - May 1984
Skills
Mergers, Risk Management, Management Consulting, Finance, Start-ups, Strategic Planning, Change Management, Mergers & Acquisitions, Management, Due Diligence, Corporate Finance, Executive Management, Leadership, Project Management, Budgets, Financial Analysis, Business Strategy, New Business Development, Business Analysis, Cross-functional Team..., Business Development, Entrepreneurship, Financial Modeling, Strategy, Customer Service, Portfolio Management, Business Process..., Banking, Business Planning, P&L Management
Education
University of Notre Dame - Mendoza College of Business
BA, Finance
University of Rochester - Simon Business School
MBA's, Finance and Marketing
Ring & Associates May 1996 - Present
Exeter Life Sciences, Inc. 2006 - 2008
Bank One (now JPMorgan Chase) November 1992 - April 1996
Chevy Chase Bank May 1986 - September 1991
Citigroup September 1975 - May 1984
Skills
Mergers, Risk Management, Management Consulting, Finance, Start-ups, Strategic Planning, Change Management, Mergers & Acquisitions, Management, Due Diligence, Corporate Finance, Executive Management, Leadership, Project Management, Budgets, Financial Analysis, Business Strategy, New Business Development, Business Analysis, Cross-functional Team..., Business Development, Entrepreneurship, Financial Modeling, Strategy, Customer Service, Portfolio Management, Business Process..., Banking, Business Planning, P&L Management
Education
University of Notre Dame - Mendoza College of Business
BA, Finance
University of Rochester - Simon Business School
MBA's, Finance and Marketing
Simran Bhatia's Citigroup Experience June 2007 - August 2007
Job Interest Rates Options Trading U.S. Rates Swaptions at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank July 2015 - Present
Barclays Capital July 2011 - June 2015
Guggenheim Venture Partners June 2008 - August 2008
Citigroup June 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Investment Banking, Valuation, Equities, FX Options, Derivatives, Trading Systems, FX trading, Electronic Trading, Fixed Income, Swaps, Interest Rate..., Market Making, Currency, Due Diligence, Risk Management, Capital Markets, Options, Trading, Financial Markets, Bonds, Hedge Funds, Emerging Markets, Finance
Education
University of Pennsylvania 2005 — 2010
M.Sc. & B.Sc., Systems Engineering
University of Pennsylvania - The Wharton School 2005 — 2009
B.Sc., Finance and Management
Intl. School of Choueifat, Al-Ain, UAE 1995 — 2005
H.S. Diploma, High School/Secondary Diplomas and Certificates
Barclays Investment Bank July 2015 - Present
Barclays Capital July 2011 - June 2015
Guggenheim Venture Partners June 2008 - August 2008
Citigroup June 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Investment Banking, Valuation, Equities, FX Options, Derivatives, Trading Systems, FX trading, Electronic Trading, Fixed Income, Swaps, Interest Rate..., Market Making, Currency, Due Diligence, Risk Management, Capital Markets, Options, Trading, Financial Markets, Bonds, Hedge Funds, Emerging Markets, Finance
Education
University of Pennsylvania 2005 — 2010
M.Sc. & B.Sc., Systems Engineering
University of Pennsylvania - The Wharton School 2005 — 2009
B.Sc., Finance and Management
Intl. School of Choueifat, Al-Ain, UAE 1995 — 2005
H.S. Diploma, High School/Secondary Diplomas and Certificates
Lauren Weiniger's Citigroup Experience July 2005 - May 2007
Job Tau Investment Management; Timeless Capital; Milken Young Leaders Circle
Industry Investment Management
Experience
Tau Investment Management September 2013 - Present
LRN April 2013 - September 2013
University of Oxford September 2011 - October 2012
Global Viral Forecasting Initiative May 2011 - September 2011
Abraxis Bioscience June 2010 - February 2011
Financial Times March 2010 - June 2010
Grameen Argentina 2009 - 2010
Institute for International Research May 2007 - October 2009
Citigroup July 2005 - May 2007
FINRA (Formerly NASD) May 2004 - February 2005
Skills
Marketing, Sales, Microsoft Excel, Strategy, Management, Analysis, Proposal Writing, Spanish, PowerPoint, Microsoft Word, Editing, Financial Services, Business Strategy, Business Development, New Business Development, Strategic Partnerships, Start-ups, Business Analysis, Public Relations, Market Research, Fundraising, Business Planning, Social Media
Education
University of Oxford - Said Business School 2011 — 2012
MBA, Impact Investing; Branding
The University of Maryland, College Park: RH Smith School of Business - 2005 2001 — 2005
Bachelor of Science, Finance; Business School
Tau Investment Management September 2013 - Present
LRN April 2013 - September 2013
University of Oxford September 2011 - October 2012
Global Viral Forecasting Initiative May 2011 - September 2011
Abraxis Bioscience June 2010 - February 2011
Financial Times March 2010 - June 2010
Grameen Argentina 2009 - 2010
Institute for International Research May 2007 - October 2009
Citigroup July 2005 - May 2007
FINRA (Formerly NASD) May 2004 - February 2005
Skills
Marketing, Sales, Microsoft Excel, Strategy, Management, Analysis, Proposal Writing, Spanish, PowerPoint, Microsoft Word, Editing, Financial Services, Business Strategy, Business Development, New Business Development, Strategic Partnerships, Start-ups, Business Analysis, Public Relations, Market Research, Fundraising, Business Planning, Social Media
Education
University of Oxford - Said Business School 2011 — 2012
MBA, Impact Investing; Branding
The University of Maryland, College Park: RH Smith School of Business - 2005 2001 — 2005
Bachelor of Science, Finance; Business School
Dean Keller Dean Keller's Citigroup Experience January 1997 - August 2008
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners September 2015 - Present
BNP Paribas November 2013 - August 2015
Deutsche Bank August 2010 - September 2012
Entergy August 2008 - August 2010
Citigroup January 1997 - August 2008
Willkie Farr & Gallagher LLP 1994 - 1996
Skills
Structured Finance, Investment Banking, Energy, Private Equity, Capital Markets, Mergers, Restructuring
Education
University of Pennsylvania 1991 — 1994
J.D., Law
University of Vermont 1985 — 1989
Bachelor of Arts (B.A.)
Burke Mt. Academy 1982 — 1983
Guggenheim Partners September 2015 - Present
BNP Paribas November 2013 - August 2015
Deutsche Bank August 2010 - September 2012
Entergy August 2008 - August 2010
Citigroup January 1997 - August 2008
Willkie Farr & Gallagher LLP 1994 - 1996
Skills
Structured Finance, Investment Banking, Energy, Private Equity, Capital Markets, Mergers, Restructuring
Education
University of Pennsylvania 1991 — 1994
J.D., Law
University of Vermont 1985 — 1989
Bachelor of Arts (B.A.)
Burke Mt. Academy 1982 — 1983
Andy Cao Andy Cao's Citigroup Experience July 2010 - June 2012
Job Investor in growing technology companies
Industry Venture Capital & Private Equity
Experience
Trident Capital July 2012 - Present
ArroHealth 2015 - Present
Citigroup July 2010 - June 2012
Houlihan Lokey June 2009 - August 2009
Corridor Capital July 2008 - August 2008
Betable May 2008 - June 2008
Skills
Venture Capital, Valuation, Financial Modeling, Private Equity, Growth Equity, Start-ups, Entrepreneurship, Enterprise Software, SaaS, Data Analysis, Finance, Capital Markets, Equities, Portfolio Management
Education
University of Pennsylvania - The Wharton School
B.S.e, Dual Concentration: Finance, Entrepreneurship & Innovation
University of Pennsylvania
B.S.e, Materials Science and Engineering, Minor: Math
Culver City High School
Trident Capital July 2012 - Present
ArroHealth 2015 - Present
Citigroup July 2010 - June 2012
Houlihan Lokey June 2009 - August 2009
Corridor Capital July 2008 - August 2008
Betable May 2008 - June 2008
Skills
Venture Capital, Valuation, Financial Modeling, Private Equity, Growth Equity, Start-ups, Entrepreneurship, Enterprise Software, SaaS, Data Analysis, Finance, Capital Markets, Equities, Portfolio Management
Education
University of Pennsylvania - The Wharton School
B.S.e, Dual Concentration: Finance, Entrepreneurship & Innovation
University of Pennsylvania
B.S.e, Materials Science and Engineering, Minor: Math
Culver City High School
Jared Work Jared Work's Citigroup Experience October 2008 - April 2009
Job Chief Risk Officer at Seer Capital Management
Industry Financial Services
Experience
Seer Capital Management November 2012 - Present
Barclays Capital April 2011 - July 2012
Morgan Stanley May 2009 - January 2011
Citigroup October 2008 - April 2009
Lehman 2004 - 2008
Skills
Fixed Income, Electronic Trading, Bloomberg, Options, Proprietary Trading, Market Making, Swaps, Capital Markets, Series 7, Hedging, Interest Rate..., Trading Strategies, Structured Products, Financial Markets, Traders, Series 63, Portfolio Management, Valuation, Interest Rate Swaps, MBS, Global Macro, Relative Value, Machine Learning, Agency MBS, Specified Pools, REITs, Hedge Funds, Alternative Investments, Derivatives, Bonds, Credit Derivatives, Structured Finance, Securitization, ABS, Trading, Equities, CDO, Investment Banking, Securities, Equity Derivatives, CDS, Asset Management, High Yield, Financial Modeling, Investments, Management, Risk Management, Finance, Trading Systems, Financial Analysis
Education
University of Pennsylvania 2001 — 2004
B.S.E., Finance
Seer Capital Management November 2012 - Present
Barclays Capital April 2011 - July 2012
Morgan Stanley May 2009 - January 2011
Citigroup October 2008 - April 2009
Lehman 2004 - 2008
Skills
Fixed Income, Electronic Trading, Bloomberg, Options, Proprietary Trading, Market Making, Swaps, Capital Markets, Series 7, Hedging, Interest Rate..., Trading Strategies, Structured Products, Financial Markets, Traders, Series 63, Portfolio Management, Valuation, Interest Rate Swaps, MBS, Global Macro, Relative Value, Machine Learning, Agency MBS, Specified Pools, REITs, Hedge Funds, Alternative Investments, Derivatives, Bonds, Credit Derivatives, Structured Finance, Securitization, ABS, Trading, Equities, CDO, Investment Banking, Securities, Equity Derivatives, CDS, Asset Management, High Yield, Financial Modeling, Investments, Management, Risk Management, Finance, Trading Systems, Financial Analysis
Education
University of Pennsylvania 2001 — 2004
B.S.E., Finance
Alan Rackson Alan Rackson's Citigroup Experience 2006 - May 2008
Job Personal & Business Taxes, Bookkeeping, Payroll, Accounting & Advisory
Industry Accounting
Experience
Rackson Greoup Accounting Services August 2010 - Present
Rackson Technology Solutions, LLC April 2008 - July 2010
Paradigm Physicians Partners, LLC May 2009 - December 2009
Citigroup 2006 - May 2008
TPG-Axon Capital 2008 - 2008
HSBC 2005 - 2006
Zurich Capital Markets 2000 - 2005
General Re Securities 1987 - 2000
AIG Financial Products 1987 - 1996
Goldman Sachs 1986 - 1987
Skills
Tax, Payroll, Business Strategy, Member, National Society of..., Quickbooks Pro Certified, Danbury Chamber of..., Toastmasters, Small Business, Accounting, Small Business..., Business Analysis, New Business Development, Financial Coaching, Lifestyle Coaching, Presentation Coaching, Small Business..., Tax Services, Tax Returns, Tax Accounting, Sales Tax, Entity Formation, Entity Selection, Business Taxes, Payroll Taxes, Payroll Administration, Payroll Processing, Quickbooks, Accountants, Franchising, Income Tax, Tax Preparation, Bookkeeping, Tax Compliance, Corporate Tax, Accounts Payable, Financial Reporting, Accounts Receivable, Tax Research, General Ledger, Tax Audits, Federal Tax, IRS, Partnership Taxation, Reconciliation, Excise, Tax Advisory, ADP, Individual Taxation, Preparation
Education
University of Pennsylvania - The Wharton School 1980 — 1983
BS, Economics, Accounting and Decision Sciences
IFS Business Analyst Certificate
Landmark Education
Syosset High School
Tax Course
Rackson Greoup Accounting Services August 2010 - Present
Rackson Technology Solutions, LLC April 2008 - July 2010
Paradigm Physicians Partners, LLC May 2009 - December 2009
Citigroup 2006 - May 2008
TPG-Axon Capital 2008 - 2008
HSBC 2005 - 2006
Zurich Capital Markets 2000 - 2005
General Re Securities 1987 - 2000
AIG Financial Products 1987 - 1996
Goldman Sachs 1986 - 1987
Skills
Tax, Payroll, Business Strategy, Member, National Society of..., Quickbooks Pro Certified, Danbury Chamber of..., Toastmasters, Small Business, Accounting, Small Business..., Business Analysis, New Business Development, Financial Coaching, Lifestyle Coaching, Presentation Coaching, Small Business..., Tax Services, Tax Returns, Tax Accounting, Sales Tax, Entity Formation, Entity Selection, Business Taxes, Payroll Taxes, Payroll Administration, Payroll Processing, Quickbooks, Accountants, Franchising, Income Tax, Tax Preparation, Bookkeeping, Tax Compliance, Corporate Tax, Accounts Payable, Financial Reporting, Accounts Receivable, Tax Research, General Ledger, Tax Audits, Federal Tax, IRS, Partnership Taxation, Reconciliation, Excise, Tax Advisory, ADP, Individual Taxation, Preparation
Education
University of Pennsylvania - The Wharton School 1980 — 1983
BS, Economics, Accounting and Decision Sciences
IFS Business Analyst Certificate
Landmark Education
Syosset High School
Tax Course
Marcus Giancaterino Marcus Giancaterino's Citigroup Experience Global Head of Commercial Real Estate FinanceCitigroupJanuary 2005 - Present
Job Global Head of Commercial Real Estate Finance at Citigroup
Industry Financial Services
Experience
Citigroup Global Head of Commercial Real Estate FinanceCitigroupJanuary 2005 - Present
Education
University of Pennsylvania
Citigroup Global Head of Commercial Real Estate FinanceCitigroupJanuary 2005 - Present
Education
University of Pennsylvania
Malcolm Hamer Malcolm Hamer's Citigroup Experience 1978 - 1998
Job Director at Acumen Solutions
Industry Information Technology and Services
Experience
Acumen Solutions October 2005 - Present
Greenwich Technology Partners 2003 - 2005
I.S.F. 2001 - 2003
Quixi 2000 - 2001
Instinet 1998 - 2000
Citigroup 1978 - 1998
Ericsson 1976 - 1977
Open University (UK) 1974 - 1976
British Telecom 1970 - 1974
Skills
Integration, Data Center, VoIP, Cloud Computing, Vendor Management, IT Strategy, Telecommunications, New Business Development, IT Operations, Management, Business Intelligence, CRM, Leadership, Enterprise Architecture, Program Management, Mobile Devices, Business Analysis, Management Consulting, Consulting, Strategy, Databases
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA
University of Oxford 1967 — 1970
MA, Physics
Acumen Solutions October 2005 - Present
Greenwich Technology Partners 2003 - 2005
I.S.F. 2001 - 2003
Quixi 2000 - 2001
Instinet 1998 - 2000
Citigroup 1978 - 1998
Ericsson 1976 - 1977
Open University (UK) 1974 - 1976
British Telecom 1970 - 1974
Skills
Integration, Data Center, VoIP, Cloud Computing, Vendor Management, IT Strategy, Telecommunications, New Business Development, IT Operations, Management, Business Intelligence, CRM, Leadership, Enterprise Architecture, Program Management, Mobile Devices, Business Analysis, Management Consulting, Consulting, Strategy, Databases
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA
University of Oxford 1967 — 1970
MA, Physics
Maz Sharafi's Citigroup Experience July 2001 - June 2004
Job Ads Product Marketing at Facebook
Industry Internet
Experience
Facebook October 2011 - Present
BUILD April 2013 - Present
Facebook October 2010 - October 2011
Facebook October 2009 - October 2010
Google June 2008 - October 2009
American Express July 2004 - May 2006
Citigroup July 2001 - June 2004
Skills
Strategic Partnerships, Strategy, Strategic Planning, Product Marketing, Business Development, Business Strategy, Corporate Development
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Marketing, Management, Finance
University of Pennsylvania 1997 — 2001
BSE, Systems Engineering
Facebook October 2011 - Present
BUILD April 2013 - Present
Facebook October 2010 - October 2011
Facebook October 2009 - October 2010
Google June 2008 - October 2009
American Express July 2004 - May 2006
Citigroup July 2001 - June 2004
Skills
Strategic Partnerships, Strategy, Strategic Planning, Product Marketing, Business Development, Business Strategy, Corporate Development
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Marketing, Management, Finance
University of Pennsylvania 1997 — 2001
BSE, Systems Engineering
Karey Bader Karey Bader's Citigroup Experience 2004 - 2006
Job Project Manager at Kb Data
Industry Telecommunications
Experience
Kb Data October 2013 - Present
Blizzard Communications, LLC 2007 - Present
Alliance Technologies November 2011 - July 2013
Bader Home and Gardens, LLC 2006 - 2007
Carrier Access Inc 2006 - 2006
Citigroup 2004 - 2006
Vital Support Systems 2001 - 2004
Inter-Tel Communications 2000 - 2001
Convergent Communications 1999 - 2000
MTC Systems 1993 - 1999
Skills
Computer Network..., Telecommunications, VoIP, Vendor Management, Telephony, Cisco Technologies, Call Centers, Management, Unified Communications, Training, Technical Support, Networking, Sales, Wireless, Network Design, WAN, Cabling, Account Management
Education
University of Northern Iowa 1982 — 1987
Kb Data October 2013 - Present
Blizzard Communications, LLC 2007 - Present
Alliance Technologies November 2011 - July 2013
Bader Home and Gardens, LLC 2006 - 2007
Carrier Access Inc 2006 - 2006
Citigroup 2004 - 2006
Vital Support Systems 2001 - 2004
Inter-Tel Communications 2000 - 2001
Convergent Communications 1999 - 2000
MTC Systems 1993 - 1999
Skills
Computer Network..., Telecommunications, VoIP, Vendor Management, Telephony, Cisco Technologies, Call Centers, Management, Unified Communications, Training, Technical Support, Networking, Sales, Wireless, Network Design, WAN, Cabling, Account Management
Education
University of Northern Iowa 1982 — 1987
Santhosh Kumar LG's Citigroup Experience July 2011 - July 2012
Job Operations/Analytics Lead | Financial Engineer | Entrepreneur | UPenn Alum | iBanking/Consulting background | Petrolhead
Industry Financial Services
Experience
AIG January 2014 - Present
Deloitte July 2012 - January 2014
Citigroup July 2011 - July 2012
Barclays Capital 2010 - 2011
University of Pennsylvania 2009 - 2010
University of Pennsylvania 2009 - 2009
University of Pennsylvania 2009 - 2009
University of Pennsylvania 2009 - 2009
Skills
Business Intelligence, Data Analysis, Quantitative Analytics, Analytics, VBA, Strategy, Valuation, Financial Modeling, SQL, Matlab, R, Microsoft SQL Server, Statistics, Big Data, Visual Studio, Visual C#, Leadership, Fixed Income, Databases, Financial Analysis, Mathematical Modeling, University Teaching, Microsoft Office, Investment Banking, Management Consulting, Risk Management, SharePoint, AutoCAD, Data Mining, Financial Reporting, Fixed Income Trading, Sales Management, Commercial Mortgages, Commercial Real Estate, Quantitative Research, Quantitative Finance, Graduate Recruitment, Entrepreneurship, Financial Engineering, SSAS, Data Cubes, OLAP, Business Process..., Machine Learning, Management, Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Negotiations, Corporate Finance, Financial Accounting
Padma Seshadri Bala Bhavan Senior Secondary School
SRM University
B.Tech, Electronics and Communications, Gold Medalist
University of Pennsylvania
MS, Electrical Engineering, Nanotechnology, Finance
AIG January 2014 - Present
Deloitte July 2012 - January 2014
Citigroup July 2011 - July 2012
Barclays Capital 2010 - 2011
University of Pennsylvania 2009 - 2010
University of Pennsylvania 2009 - 2009
University of Pennsylvania 2009 - 2009
University of Pennsylvania 2009 - 2009
Skills
Business Intelligence, Data Analysis, Quantitative Analytics, Analytics, VBA, Strategy, Valuation, Financial Modeling, SQL, Matlab, R, Microsoft SQL Server, Statistics, Big Data, Visual Studio, Visual C#, Leadership, Fixed Income, Databases, Financial Analysis, Mathematical Modeling, University Teaching, Microsoft Office, Investment Banking, Management Consulting, Risk Management, SharePoint, AutoCAD, Data Mining, Financial Reporting, Fixed Income Trading, Sales Management, Commercial Mortgages, Commercial Real Estate, Quantitative Research, Quantitative Finance, Graduate Recruitment, Entrepreneurship, Financial Engineering, SSAS, Data Cubes, OLAP, Business Process..., Machine Learning, Management, Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Negotiations, Corporate Finance, Financial Accounting
Padma Seshadri Bala Bhavan Senior Secondary School
SRM University
B.Tech, Electronics and Communications, Gold Medalist
University of Pennsylvania
MS, Electrical Engineering, Nanotechnology, Finance
Greg Smithies Greg Smithies's Citigroup Experience June 2007 - June 2010
Job VP Leverage, Acting VP Finance Context Relevant
Industry Computer Software
Experience
Context Relevant July 2015 - Present
HiQ Labs 2014 - Present
Datavore Labs January 2015 - Present
Context Relevant 2014 - 2015
Docurated 2014 - 2014
Battery Ventures August 2011 - 2014
Arbor Advisors February 2011 - July 2011
Arbor Advisors June 2010 - February 2011
Citigroup June 2007 - June 2010
University of Pennsylvania August 2004 - May 2007
Skills
Bloomberg, Due Diligence, Java, Access, Python, Mergers & Acquisitions, Financial Modeling, Investment Banking, Start-ups, Venture Capital, Private Equity, Portfolio Management, Alternative Investments, Finance, Asset Management, Business Development, Management, Strategy, Analytics, Enterprise Software
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Economics, Finance, Operations and Information Management (OPIM)
University of Pennsylvania 2003 — 2007
BS, Computer Science
Michaelhouse 1997 — 2003
WHPS
Context Relevant July 2015 - Present
HiQ Labs 2014 - Present
Datavore Labs January 2015 - Present
Context Relevant 2014 - 2015
Docurated 2014 - 2014
Battery Ventures August 2011 - 2014
Arbor Advisors February 2011 - July 2011
Arbor Advisors June 2010 - February 2011
Citigroup June 2007 - June 2010
University of Pennsylvania August 2004 - May 2007
Skills
Bloomberg, Due Diligence, Java, Access, Python, Mergers & Acquisitions, Financial Modeling, Investment Banking, Start-ups, Venture Capital, Private Equity, Portfolio Management, Alternative Investments, Finance, Asset Management, Business Development, Management, Strategy, Analytics, Enterprise Software
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Economics, Finance, Operations and Information Management (OPIM)
University of Pennsylvania 2003 — 2007
BS, Computer Science
Michaelhouse 1997 — 2003
WHPS
Stephen Schumm, PMP,CISSP Stephen Schumm, PMP,CISSP's Citigroup Experience May 2009 - Present
Job Security State Management Vulnerabilities Operations Coordinator at Citi
Industry Information Technology and Services
Experience
Citi January 2015 - Present
Citigroup May 2009 - Present
EDS, an HP company May 2006 - February 2009
Concentra Health Services February 2004 - December 2005
Animato November 2002 - January 2004
Stonebridge Technologies January 2000 - August 2002
EDS, an HP company January 1989 - January 2000
Skills
PMP, Program Management, Integration, Process Improvement, MS Project, Project Management, Project Planning, Software Development, Requirements Gathering, PMO, Business Analysis, Software Project..., Management, Resource Management, Threat & Vulnerability..., Enterprise Software, Security, Project Server, Oracle, Databases, Vendor Management, Business Intelligence, Visio, Budgets, Access Control, Information Security, Vulnerability Management, Vulnerability Research, Threat Management, Threat Intelligence, Threat Analysis, cissp training, Microsoft Project, Security Management, Technology, IT Security Operations, Information Security..., Technology Transfer, Technology Management, Information Technology
Education
University of Oklahoma - Price College of Business 1981 — 1985
BBS, MIS
Citi January 2015 - Present
Citigroup May 2009 - Present
EDS, an HP company May 2006 - February 2009
Concentra Health Services February 2004 - December 2005
Animato November 2002 - January 2004
Stonebridge Technologies January 2000 - August 2002
EDS, an HP company January 1989 - January 2000
Skills
PMP, Program Management, Integration, Process Improvement, MS Project, Project Management, Project Planning, Software Development, Requirements Gathering, PMO, Business Analysis, Software Project..., Management, Resource Management, Threat & Vulnerability..., Enterprise Software, Security, Project Server, Oracle, Databases, Vendor Management, Business Intelligence, Visio, Budgets, Access Control, Information Security, Vulnerability Management, Vulnerability Research, Threat Management, Threat Intelligence, Threat Analysis, cissp training, Microsoft Project, Security Management, Technology, IT Security Operations, Information Security..., Technology Transfer, Technology Management, Information Technology
Education
University of Oklahoma - Price College of Business 1981 — 1985
BBS, MIS
Danh Trang Danh Trang's Citigroup Experience July 2009 - October 2011
Job Customer Success at Blend Labs
Industry Computer Software
Experience
Blend Labs November 2014 - Present
Bridgewater Associates November 2011 - November 2013
Citigroup July 2009 - October 2011
Wharton Business School September 2007 - December 2008
Lehman Brothers May 2008 - July 2008
Lehman Brothers June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance
University of Pennsylvania 2005 — 2009
BAS, Computer Science
Monta Vista High School 2001 — 2005
Blend Labs November 2014 - Present
Bridgewater Associates November 2011 - November 2013
Citigroup July 2009 - October 2011
Wharton Business School September 2007 - December 2008
Lehman Brothers May 2008 - July 2008
Lehman Brothers June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance
University of Pennsylvania 2005 — 2009
BAS, Computer Science
Monta Vista High School 2001 — 2005
Carmine Battista Carmine Battista's Citigroup Experience April 2006 - May 2006
Job Trading Team Lead at Unipec America, Inc.
Industry Oil & Energy
Experience
Unipec America, Inc. June 2015 - Present
Shell Trading June 2013 - May 2015
Shell Trading March 2012 - May 2013
Shell Trading April 2010 - March 2012
Shell Trading August 2008 - April 2010
Deutsche Bank June 2007 - August 2007
Citigroup April 2006 - May 2006
Skills
Trading, Proprietary Trading, Derivatives, Risk Management, Contract Negotiation, Microsoft Excel, Options, Financial Modeling, Hedge Funds, Commodity, Investments, Energy, Petroleum, Energy Industry, Commodity Markets, Oil & Gas, Analysis
Education
University of Oxford 2005 — 2008
MA Classics, Classics and Classical Languages, Literatures, and Linguistics
Saint Olave's Grammar School
Unipec America, Inc. June 2015 - Present
Shell Trading June 2013 - May 2015
Shell Trading March 2012 - May 2013
Shell Trading April 2010 - March 2012
Shell Trading August 2008 - April 2010
Deutsche Bank June 2007 - August 2007
Citigroup April 2006 - May 2006
Skills
Trading, Proprietary Trading, Derivatives, Risk Management, Contract Negotiation, Microsoft Excel, Options, Financial Modeling, Hedge Funds, Commodity, Investments, Energy, Petroleum, Energy Industry, Commodity Markets, Oil & Gas, Analysis
Education
University of Oxford 2005 — 2008
MA Classics, Classics and Classical Languages, Literatures, and Linguistics
Saint Olave's Grammar School
Amia Liu Amia Liu's Citigroup Experience June 2010 - August 2010
Job McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2012 - Present
Citigroup June 2010 - August 2010
Google July 2009 - August 2009
Social Entrepreneur Corps May 2007 - July 2007
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Bachelor’s Degree
University of Oxford 2010 — 2010
McKinsey & Company July 2012 - Present
Citigroup June 2010 - August 2010
Google July 2009 - August 2009
Social Entrepreneur Corps May 2007 - July 2007
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Bachelor’s Degree
University of Oxford 2010 — 2010
Adam Thompson's Citigroup Experience June 2010 - August 2010
Job Senior Associate at Bonobos
Industry Retail
Experience
Bonobos June 2015 - Present
J.Crew January 2013 - June 2015
Guggenheim Securities April 2012 - January 2013
Macquarie Capital August 2011 - April 2012
Citigroup June 2010 - August 2010
The Reinvestment Fund January 2010 - May 2010
State Street June 2009 - July 2009
Skills
Financial Modeling, Financial Analysis, SAP, SAP BW, Hyperion, Research, Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Bloomberg, Investment Banking, Finance, Strategy, Valuation, Data Analysis
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS Economics, Finance
University of Pennsylvania 2007 — 2011
BA, Urban Studies
Blue Valley North High School 2003 — 2007
Bonobos June 2015 - Present
J.Crew January 2013 - June 2015
Guggenheim Securities April 2012 - January 2013
Macquarie Capital August 2011 - April 2012
Citigroup June 2010 - August 2010
The Reinvestment Fund January 2010 - May 2010
State Street June 2009 - July 2009
Skills
Financial Modeling, Financial Analysis, SAP, SAP BW, Hyperion, Research, Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Bloomberg, Investment Banking, Finance, Strategy, Valuation, Data Analysis
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS Economics, Finance
University of Pennsylvania 2007 — 2011
BA, Urban Studies
Blue Valley North High School 2003 — 2007
Nop Jiarathanakul Nop Jiarathanakul's Citigroup Experience July 2008 - September 2008
Job Graphics Engineer at Autodesk
Industry Computer Software
Experience
Autodesk October 2014 - Present
Storm8 September 2013 - October 2014
DreamWorks Animation June 2012 - August 2012
University of Pennsylvania November 2010 - May 2012
Electronic Arts May 2011 - August 2011
Kantana Animation Studios June 2010 - July 2010
University of Pennsylvania January 2010 - May 2010
Lowe and Partners Worldwide June 2009 - August 2009
Citigroup July 2008 - September 2008
Skills
Computer Graphics, WebGL, OpenGL, C++, GLSL, JavaScript, Python, MEL, Maya, Photoshop, Unity, HTML, CSS, Java, PHP, SQL, Illustrator, Objective-C, C#, Algorithms, Drums
Education
University of Pennsylvania 2012 — 2013
Master of Science in Engineering, Computer Graphics
University of Pennsylvania 2008 — 2012
Bachelor of Science in Engineering, Digital Media Design
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Marketing
Autodesk October 2014 - Present
Storm8 September 2013 - October 2014
DreamWorks Animation June 2012 - August 2012
University of Pennsylvania November 2010 - May 2012
Electronic Arts May 2011 - August 2011
Kantana Animation Studios June 2010 - July 2010
University of Pennsylvania January 2010 - May 2010
Lowe and Partners Worldwide June 2009 - August 2009
Citigroup July 2008 - September 2008
Skills
Computer Graphics, WebGL, OpenGL, C++, GLSL, JavaScript, Python, MEL, Maya, Photoshop, Unity, HTML, CSS, Java, PHP, SQL, Illustrator, Objective-C, C#, Algorithms, Drums
Education
University of Pennsylvania 2012 — 2013
Master of Science in Engineering, Computer Graphics
University of Pennsylvania 2008 — 2012
Bachelor of Science in Engineering, Digital Media Design
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Marketing
Daniel M. Pallone Daniel M. Pallone's Citigroup Experience 2010 - 2013
Job Vice President at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies April 2015 - Present
Doral Bank 2013 - March 2015
Citigroup 2010 - 2013
MetLife 2008 - 2010
MFA Financial 2008 - 2008
Freddie Mac 2006 - 2008
JPMorgan 1986 - 2006
Skills
Fixed Income, Risk Management, Capital Markets, Derivatives, Securities, Structured Products, Investment Banking, Equities, Valuation, Financial Risk, Portfolio Management, Market Risk, Financial Markets, Trading, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Bonds, Financial Services, Organizational..., Business Transformation, Investments, Due Diligence, Credit Risk, Strategic Financial..., Strategy, Private Equity, Credit, Loans, FX Options, Finance, Internal Controls, Corporate Finance, Analysis, Banking, Treasury, Asset Management, Mortgage Lending, Internal Audit, Governance, Accounting, Analytics, Business Strategy, Bloomberg, Financial Structuring, Structured Finance, Financial Planning, Financial Accounting
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance and International Business
University of Notre Dame 1982 — 1986
BA, Accounting
SS&C Technologies April 2015 - Present
Doral Bank 2013 - March 2015
Citigroup 2010 - 2013
MetLife 2008 - 2010
MFA Financial 2008 - 2008
Freddie Mac 2006 - 2008
JPMorgan 1986 - 2006
Skills
Fixed Income, Risk Management, Capital Markets, Derivatives, Securities, Structured Products, Investment Banking, Equities, Valuation, Financial Risk, Portfolio Management, Market Risk, Financial Markets, Trading, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Bonds, Financial Services, Organizational..., Business Transformation, Investments, Due Diligence, Credit Risk, Strategic Financial..., Strategy, Private Equity, Credit, Loans, FX Options, Finance, Internal Controls, Corporate Finance, Analysis, Banking, Treasury, Asset Management, Mortgage Lending, Internal Audit, Governance, Accounting, Analytics, Business Strategy, Bloomberg, Financial Structuring, Structured Finance, Financial Planning, Financial Accounting
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance and International Business
University of Notre Dame 1982 — 1986
BA, Accounting
Pablo Ortega's Citigroup Experience June 2011 - January 2013
Job Vice President at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Citigroup June 2011 - January 2013
Morgan Stanley July 2008 - June 2011
Morgan Stanley May 2007 - August 2007
Morningstar August 2006 - December 2006
Skills
Equities, Investments, Commodity, Structured Products, Financial Modeling, Structured Finance, Derivatives, Financial Analysis, Bloomberg, Exotic Derivatives
Education
University of Notre Dame 2004 — 2008
Bachelor in Business Administration, Finance
Citi January 2013 - Present
Citigroup June 2011 - January 2013
Morgan Stanley July 2008 - June 2011
Morgan Stanley May 2007 - August 2007
Morningstar August 2006 - December 2006
Skills
Equities, Investments, Commodity, Structured Products, Financial Modeling, Structured Finance, Derivatives, Financial Analysis, Bloomberg, Exotic Derivatives
Education
University of Notre Dame 2004 — 2008
Bachelor in Business Administration, Finance
Christopher Cavanagh's Citigroup Experience July 2006 - July 2008
Job Vice President at Great Hill Partners
Industry Venture Capital & Private Equity
Experience
PlanSource August 2015 - Present
Reward Gateway August 2015 - Present
Great Hill Partners January 2012 - Present
bswift March 2014 - November 2014
Great Hill Partners July 2008 - January 2012
Citigroup July 2006 - July 2008
Skills
Venture Capital, Growth Capital, Private Equity, Buyouts, Financial Modeling, Investments, Valuation
Education
University of Notre Dame 2002 — 2006
BA, Economics
Fordham Prep 1998 — 2002
PlanSource August 2015 - Present
Reward Gateway August 2015 - Present
Great Hill Partners January 2012 - Present
bswift March 2014 - November 2014
Great Hill Partners July 2008 - January 2012
Citigroup July 2006 - July 2008
Skills
Venture Capital, Growth Capital, Private Equity, Buyouts, Financial Modeling, Investments, Valuation
Education
University of Notre Dame 2002 — 2006
BA, Economics
Fordham Prep 1998 — 2002
Arthur Bochner Arthur Bochner's Citigroup Experience June 2009 - May 2012
Job Executive, B2B, and Internal Communications, Disney Consumer Products and Interactive Media at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company October 2013 - Present
Bloomberg Philanthropies January 2013 - October 2013
Bloomberg LP May 2012 - January 2013
Citigroup June 2009 - May 2012
FD Public Affairs (an FTI Company) January 2009 - May 2009
George W. Bush Presidential Administration (Second Term) April 2007 - January 2009
National Republican Senatorial Committee November 2005 - March 2007
House Republican Conference February 2005 - November 2005
U.S. Department of Commerce March 2004 - February 2005
Skills
Political Communication, Media Relations, Speech Writing, Politics, Public Speaking, Communication Training, Blogging, Political Science, Public Policy, Message Development, Strategic Communications, Crisis Communications, Political Campaigns, Crisis Management, Public Relations, Policy Analysis, Fundraising, Editing, Corporate Communications, Government, Public Affairs, Marketing Communications, Copy Editing, Legislative Relations, Internal Communications, Thought Leadership, Policy
Education
University of Pennsylvania 2000 — 2004
Bachelor of Arts, Political Science and Government
The Walt Disney Company October 2013 - Present
Bloomberg Philanthropies January 2013 - October 2013
Bloomberg LP May 2012 - January 2013
Citigroup June 2009 - May 2012
FD Public Affairs (an FTI Company) January 2009 - May 2009
George W. Bush Presidential Administration (Second Term) April 2007 - January 2009
National Republican Senatorial Committee November 2005 - March 2007
House Republican Conference February 2005 - November 2005
U.S. Department of Commerce March 2004 - February 2005
Skills
Political Communication, Media Relations, Speech Writing, Politics, Public Speaking, Communication Training, Blogging, Political Science, Public Policy, Message Development, Strategic Communications, Crisis Communications, Political Campaigns, Crisis Management, Public Relations, Policy Analysis, Fundraising, Editing, Corporate Communications, Government, Public Affairs, Marketing Communications, Copy Editing, Legislative Relations, Internal Communications, Thought Leadership, Policy
Education
University of Pennsylvania 2000 — 2004
Bachelor of Arts, Political Science and Government
Alan Bowser's Citigroup Experience 1999 - 2007
Job Senior Client Advisor at Bridgewater Associates, LP
Industry Financial Services
Experience
Bridgewater Associates, LP 2011 - Present
UBS Financial Services 2007 - 2010
Citigroup 1999 - 2007
Citibank 1997 - 1999
Citicorp 1995 - 1997
Skills
Private Banking, Wealth Management, Leadership Development, Business Strategy, Sales Management, Portfolio Management, Alternative Investments, Fixed Income, Equities, Investments, Investment Advisory, Structured Products, Strategy, ETFs, Asset Allocation, Asset Management, Investment Strategies, Securities, Hedge Funds, Financial Advisory, Financial Services, Finance, Financial Risk, High Net Worth..., Trading, Private Equity, Investment Management, Series 7, Estate Planning, Mutual Funds, Capital Markets, Series 63, Bonds, Derivatives, Emerging Markets, Investment Banking, Fund Of Funds, Financial Markets, Options, Wealth Management..., Investor Relations
Education
University of Oxford 1984 — 1986
M. Philosophy, Politics
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. in Economics, Finance
Bridgewater Associates, LP 2011 - Present
UBS Financial Services 2007 - 2010
Citigroup 1999 - 2007
Citibank 1997 - 1999
Citicorp 1995 - 1997
Skills
Private Banking, Wealth Management, Leadership Development, Business Strategy, Sales Management, Portfolio Management, Alternative Investments, Fixed Income, Equities, Investments, Investment Advisory, Structured Products, Strategy, ETFs, Asset Allocation, Asset Management, Investment Strategies, Securities, Hedge Funds, Financial Advisory, Financial Services, Finance, Financial Risk, High Net Worth..., Trading, Private Equity, Investment Management, Series 7, Estate Planning, Mutual Funds, Capital Markets, Series 63, Bonds, Derivatives, Emerging Markets, Investment Banking, Fund Of Funds, Financial Markets, Options, Wealth Management..., Investor Relations
Education
University of Oxford 1984 — 1986
M. Philosophy, Politics
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. in Economics, Finance
Udai Shah Udai Shah's Citigroup Experience May 2000 - November 2007
Job International Accountant Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Professional Employment Group October 2012 - March 2013
Premier Knowledge Solutions 2012 - 2013
Kelly Financial Resources February 2008 - August 2010
US Bank 2008 - 2009
Western Union February 2008 - August 2008
Citigroup May 2000 - November 2007
GE Capital Mortgage Services 1994 - 2000
Skills
Microsoft Excel, Six Sigma, Access, Management, MS Project, Project Planning, PowerPoint, Account Reconciliation, Internal Audit, Process Improvement, Accounting, Microsoft Office, Accounting Applications, Operations Management, Operational Streamlining, Financial Accounting, Account Management, Procedure Development, Procedure Manuals, Cost Minimization, Automated Processes, Mergers & Acquisitions, Bank Mergers, Finance, Financial Reporting, Office Management, Sarbanes-Oxley Act, Internal Controls
Education
University of Oklahoma - Price College of Business 1986 — 1990
BBA, Accounting, Marketing and MIS
Premier Knowledge Solutions
University of Bombay
Bachelor of Commerce (B.Com.), Accounitng, Auditing, Economic and Statistics
Wells Fargo Advisors September 2013 - Present
Professional Employment Group October 2012 - March 2013
Premier Knowledge Solutions 2012 - 2013
Kelly Financial Resources February 2008 - August 2010
US Bank 2008 - 2009
Western Union February 2008 - August 2008
Citigroup May 2000 - November 2007
GE Capital Mortgage Services 1994 - 2000
Skills
Microsoft Excel, Six Sigma, Access, Management, MS Project, Project Planning, PowerPoint, Account Reconciliation, Internal Audit, Process Improvement, Accounting, Microsoft Office, Accounting Applications, Operations Management, Operational Streamlining, Financial Accounting, Account Management, Procedure Development, Procedure Manuals, Cost Minimization, Automated Processes, Mergers & Acquisitions, Bank Mergers, Finance, Financial Reporting, Office Management, Sarbanes-Oxley Act, Internal Controls
Education
University of Oklahoma - Price College of Business 1986 — 1990
BBA, Accounting, Marketing and MIS
Premier Knowledge Solutions
University of Bombay
Bachelor of Commerce (B.Com.), Accounitng, Auditing, Economic and Statistics
Dai Yu Dai Yu's Citigroup Experience July 2005 - April 2006
Job Structured Products at GoldenTree Asset Management
Industry Financial Services
Experience
GoldenTree Asset Management February 2008 - January 2015
Morgan Stanley April 2006 - February 2008
Citigroup July 2005 - April 2006
Skills
Structured Products, Trading, Hedge Funds, Derivatives, Fixed Income, Capital Markets, CLO
Education
University of Pennsylvania 2001 — 2005
BSE, Computer Science
University of Pennsylvania - The Wharton School 2001 — 2005
BSE, Finance
GoldenTree Asset Management February 2008 - January 2015
Morgan Stanley April 2006 - February 2008
Citigroup July 2005 - April 2006
Skills
Structured Products, Trading, Hedge Funds, Derivatives, Fixed Income, Capital Markets, CLO
Education
University of Pennsylvania 2001 — 2005
BSE, Computer Science
University of Pennsylvania - The Wharton School 2001 — 2005
BSE, Finance
Erik Ezell Erik Ezell's Citigroup Experience January 2007 - Present
Job Sales Recruiter at Citi
Industry Retail
Experience
Citigroup January 2007 - Present
WellPoint February 2007 - December 2007
Education
University of Oklahoma - Price College of Business 1999 — 2004
Citigroup January 2007 - Present
WellPoint February 2007 - December 2007
Education
University of Oklahoma - Price College of Business 1999 — 2004
Alok Sheth Alok Sheth's Citigroup Experience June 2004 - June 2006
Job Research Analyst at Lakewood Capital Management, LP
Industry Financial Services
Experience
Lakewood Capital Management, LP April 2014 - Present
Alleghany Corporation July 2010 - February 2014
Goldman Sachs July 2006 - May 2009
Citigroup June 2004 - June 2006
Education
University of Pennsylvania 2000 — 2004
Wharton, Finance and Entrepreneurship
University of Pennsylvania 2002 — 2004
Masters, Systems Engineering
University of Pennsylvania 2000 — 2004
Bachelors, Systems Engineering
Lakewood Capital Management, LP April 2014 - Present
Alleghany Corporation July 2010 - February 2014
Goldman Sachs July 2006 - May 2009
Citigroup June 2004 - June 2006
Education
University of Pennsylvania 2000 — 2004
Wharton, Finance and Entrepreneurship
University of Pennsylvania 2002 — 2004
Masters, Systems Engineering
University of Pennsylvania 2000 — 2004
Bachelors, Systems Engineering
vinod reddy kanmanthareddy vinod reddy kanmanthareddy's Citigroup Experience December 2006 - August 2007
Job Sr Software Engineer
Industry Computer Software
Experience
Black Knight Financial Services Data & Analytics May 2014 - Present
ITC Infotech March 2013 - Present
La Quinta October 2007 - March 2008
CITIGROUP December 2006 - August 2007
Skills
.NET, SharePoint, WPF, ADO.NET, ASP.NET, Databases, Microsoft SQL Server, Requirements Analysis, SQL, Web Services, Software Development, JavaScript, Business Intelligence, WCF, SDLC, Agile Methodologies, C#, Visual Studio, Business Analysis, UML, HTML
Education
University of Northern Virginia 2010 — 2012
Master’s Degree, CSC, B
Black Knight Financial Services Data & Analytics May 2014 - Present
ITC Infotech March 2013 - Present
La Quinta October 2007 - March 2008
CITIGROUP December 2006 - August 2007
Skills
.NET, SharePoint, WPF, ADO.NET, ASP.NET, Databases, Microsoft SQL Server, Requirements Analysis, SQL, Web Services, Software Development, JavaScript, Business Intelligence, WCF, SDLC, Agile Methodologies, C#, Visual Studio, Business Analysis, UML, HTML
Education
University of Northern Virginia 2010 — 2012
Master’s Degree, CSC, B
Su Jin Kim Su Jin Kim's Citigroup Experience June 2004 - September 2005
Job Litigation Associate at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP February 2014 - Present
United States District Court for the Middle District of Pennsylvania December 2011 - January 2014
Georgetown Law September 2009 - December 2011
Citigroup June 2004 - September 2005
Skills
Due Diligence, Mergers, Commercial Litigation, Research, Courts, Mergers & Acquisitions, Legal Research, Legal Writing, Litigation, Civil Litigation, Westlaw, Public Policy, Trials
Education
Georgetown Law 2006 — 2009
JD, Law
University of Pennsylvania 2000 — 2004
BA/BS, Finance, International Studies
Morgan, Lewis & Bockius LLP February 2014 - Present
United States District Court for the Middle District of Pennsylvania December 2011 - January 2014
Georgetown Law September 2009 - December 2011
Citigroup June 2004 - September 2005
Skills
Due Diligence, Mergers, Commercial Litigation, Research, Courts, Mergers & Acquisitions, Legal Research, Legal Writing, Litigation, Civil Litigation, Westlaw, Public Policy, Trials
Education
Georgetown Law 2006 — 2009
JD, Law
University of Pennsylvania 2000 — 2004
BA/BS, Finance, International Studies
Mia Montagna's Citigroup Experience June 2006 - Present
Job
Industry Investment Banking
Experience
Citigroup June 2006 - Present
Citigroup June 2006 - September 2011
Rabobank International May 2004 - August 2004
Brown Brothers Harriman & Co. June 2000 - June 2003
Fischer Francis Trees & Watts, Inc. September 1998 - June 2000
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance and Leadership
University of Notre Dame
BA, Cum Laude, Film, Television, and Theatre
Sacred Heart
Citigroup June 2006 - Present
Citigroup June 2006 - September 2011
Rabobank International May 2004 - August 2004
Brown Brothers Harriman & Co. June 2000 - June 2003
Fischer Francis Trees & Watts, Inc. September 1998 - June 2000
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance and Leadership
University of Notre Dame
BA, Cum Laude, Film, Television, and Theatre
Sacred Heart
Natan Elman's Citigroup Experience June 2004 - February 2008
Job
Industry Financial Services
Jan Jackrel's Citigroup Experience 1991 - Present
Job Managing Director at Citigroup
Industry Banking
Experience
Citigroup 1991 - Present
NYSSA 2007 - 2009
CFA Institute 2006 - 2008
Skills
Fixed Income, Portfolio Management, Capital Markets, Risk Management, CCAR, Credit Risk, Market Risk, Operational Risk, Treasury Risk, Country Risk, Quantitative Finance, Equities, Hedge Funds, Alternative Investments, Financial Modeling, Derivatives, Investment Management, Trading Systems, FX Options, Bonds, Investment Banking, Valuation, Financial Markets, Structured Products, VBA, Equity Research, Trading, Asset Managment, Investment Strategies, Credit, Financial Analysis, Banking, Asset Allocation, Equity Trading, Emerging Markets, Finance, Investment Advisory, Financial Services, Credit Derivatives, Financial Risk, Options, Securities, Corporate Finance, Interest Rate..., Structured Finance, Series 7, Equity Derivatives, Asset Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1982 — 1987
Bachelor's Degree, Electrical Engineering
University of Pennsylvania - The Wharton School 1982 — 1987
Bachelor's Degree, Economics, Major in Finance
Citigroup 1991 - Present
NYSSA 2007 - 2009
CFA Institute 2006 - 2008
Skills
Fixed Income, Portfolio Management, Capital Markets, Risk Management, CCAR, Credit Risk, Market Risk, Operational Risk, Treasury Risk, Country Risk, Quantitative Finance, Equities, Hedge Funds, Alternative Investments, Financial Modeling, Derivatives, Investment Management, Trading Systems, FX Options, Bonds, Investment Banking, Valuation, Financial Markets, Structured Products, VBA, Equity Research, Trading, Asset Managment, Investment Strategies, Credit, Financial Analysis, Banking, Asset Allocation, Equity Trading, Emerging Markets, Finance, Investment Advisory, Financial Services, Credit Derivatives, Financial Risk, Options, Securities, Corporate Finance, Interest Rate..., Structured Finance, Series 7, Equity Derivatives, Asset Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1982 — 1987
Bachelor's Degree, Electrical Engineering
University of Pennsylvania - The Wharton School 1982 — 1987
Bachelor's Degree, Economics, Major in Finance
Anna Hsu's Citigroup Experience June 2006 - June 2007
Job Global Solutions Leader, MasterCard Advisors
Industry Financial Services
Experience
MasterCard Advisors October 2007 - Present
Citigroup June 2006 - June 2007
Citigroup December 2002 - May 2006
First Manhattan Consulting Group 1996 - 2002
McKinsey & Co., Inc. 1993 - 1995
Skills
Financial Services, Credit Cards, Analytics, Product Development, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1989 — 1993
MasterCard Advisors October 2007 - Present
Citigroup June 2006 - June 2007
Citigroup December 2002 - May 2006
First Manhattan Consulting Group 1996 - 2002
McKinsey & Co., Inc. 1993 - 1995
Skills
Financial Services, Credit Cards, Analytics, Product Development, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Thomas Robertazzi's Citigroup Experience July 2011 - August 2012
Job Director NAM Head of Equity Risk IT at Citigroup
Industry Information Technology and Services
Experience
Citi July 2012 - Present
Citigroup July 2011 - August 2012
Citi August 1999 - July 2011
Republic Bank of New York March 1997 - August 1999
Merrill Lynch 1995 - 1997
Skills
Equities, Risk, Equity Derivatives, Electronic Trading, Portfolio Management, Middle Office, Quantitative Finance, Sybase, Financial Modeling, Swaps, Bonds, Quantitative Analytics, Financial Services, Valuation, Back Office, Securities, Business Analysis
Education
University of Notre Dame 1991 — 1995
Bachelor of Science, Mechanical Engineering
Immaculate High School
Immaculate High School
Citi July 2012 - Present
Citigroup July 2011 - August 2012
Citi August 1999 - July 2011
Republic Bank of New York March 1997 - August 1999
Merrill Lynch 1995 - 1997
Skills
Equities, Risk, Equity Derivatives, Electronic Trading, Portfolio Management, Middle Office, Quantitative Finance, Sybase, Financial Modeling, Swaps, Bonds, Quantitative Analytics, Financial Services, Valuation, Back Office, Securities, Business Analysis
Education
University of Notre Dame 1991 — 1995
Bachelor of Science, Mechanical Engineering
Immaculate High School
Immaculate High School
Kate Farmer's Citigroup Experience October 2010 - September 2012
Job Credit Trading at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2013 - Present
Citi September 2012 - May 2013
Citigroup October 2010 - September 2012
Citigroup 2008 - 2009
Skills
Investment Banking, Credit Trading, Fixed Income, Bloomberg, Capital Markets, Equities, Financial Modeling, Hedge Funds, Valuation, Investments, Derivatives, High Yield, Trading, Portfolio Management, Financial Markets
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (BA), Communication and Media Studies
Goldman Sachs June 2013 - Present
Citi September 2012 - May 2013
Citigroup October 2010 - September 2012
Citigroup 2008 - 2009
Skills
Investment Banking, Credit Trading, Fixed Income, Bloomberg, Capital Markets, Equities, Financial Modeling, Hedge Funds, Valuation, Investments, Derivatives, High Yield, Trading, Portfolio Management, Financial Markets
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (BA), Communication and Media Studies
Judy Koch's Citigroup Experience February 2004 - October 2006
Job Manager, Enterprise Data Integration Services
Industry Banking
Experience
US Bank June 2012 - Present
US Bank October 2006 - June 2012
Citigroup February 2004 - October 2006
Citigroup February 2000 - February 2004
Burlington Northern Sante Fe Railroad 1989 - 1992
Skills
ETL, Development Management, Databases, Requirements Analysis, Data Modeling, Data Warehousing, Enterprise Architecture, DB2, Vendor Management, Requirements Gathering, Business Intelligence
Education
Universty of Denver 1984 — 1986
Master's degree, Computer Information Systems
Tulane University Schoolof Public Health & Tropical Medicine 1978 — 1980
Master's degree, Public Health
University of Pennsylvania 1974 — 1978
BS, Biology
US Bank June 2012 - Present
US Bank October 2006 - June 2012
Citigroup February 2004 - October 2006
Citigroup February 2000 - February 2004
Burlington Northern Sante Fe Railroad 1989 - 1992
Skills
ETL, Development Management, Databases, Requirements Analysis, Data Modeling, Data Warehousing, Enterprise Architecture, DB2, Vendor Management, Requirements Gathering, Business Intelligence
Education
Universty of Denver 1984 — 1986
Master's degree, Computer Information Systems
Tulane University Schoolof Public Health & Tropical Medicine 1978 — 1980
Master's degree, Public Health
University of Pennsylvania 1974 — 1978
BS, Biology
Austin Hoggan's Citigroup Experience October 2007 - August 2010
Job CERTIFIED FINANCIAL PLANNER™ at myCIO Wealth Partners
Industry Investment Management
Experience
myCIO Wealth Partners April 2011 - Present
Janney Montgomery Scott August 2010 - April 2011
Citigroup October 2007 - August 2010
Skills
Financial Modeling, Finance, Financial Analysis, Investments, Fixed Income, Portfolio Management, Equities, Hedge Funds, Valuation, Alternative Investments, Bloomberg
Education
University of Pennsylvania 2002 — 2006
myCIO Wealth Partners April 2011 - Present
Janney Montgomery Scott August 2010 - April 2011
Citigroup October 2007 - August 2010
Skills
Financial Modeling, Finance, Financial Analysis, Investments, Fixed Income, Portfolio Management, Equities, Hedge Funds, Valuation, Alternative Investments, Bloomberg
Education
University of Pennsylvania 2002 — 2006
Sarena Beg's Citigroup Experience June 1995 - February 2012
Job Executive Director Crawlers 2 Scholars
Industry Education Management
Experience
Crawlers 2 Scholars February 2013 - Present
Citigroup June 1995 - February 2012
Skills
Structured Products, Equity Derivatives, Derivatives, Fixed Income, Trading Systems, Investment Banking, Hedge Funds, Equities, Capital Markets, Interest Rate..., Middle Office, Risk Management, Securities
Education
The University of Calgary
Master's degree, financial and monetary economics
University of Pennsylvania
Crawlers 2 Scholars February 2013 - Present
Citigroup June 1995 - February 2012
Skills
Structured Products, Equity Derivatives, Derivatives, Fixed Income, Trading Systems, Investment Banking, Hedge Funds, Equities, Capital Markets, Interest Rate..., Middle Office, Risk Management, Securities
Education
The University of Calgary
Master's degree, financial and monetary economics
University of Pennsylvania
Athena Sosangelis Lorenzo's Citigroup Experience 1998 - 2005
Job Managing Director, Silver Leaf Partners, LLC
Industry Investment Management
Experience
Silver Leaf Partners, LLC February 2015 - Present
Varadero Capital, LP 2012 - 2014
TKNG Capital Partners, LLC 2010 - 2011
M. Safra & Co., Inc. 2008 - 2009
The Prescott Group, LLC 2007 - 2008
Legg Mason 2005 - 2007
Citigroup 1998 - 2005
Price Waterhouse 1994 - 1998
Citizens Democracy Corp, US Department of State, Agency for International Development Subcontractor 1993 - 1994
Skills
Hedge Funds, Asset Management, Investor Relations, Alternative Investments, Asset Managment, Equities, Portfolio Management, Investment Banking, Financial Markets, Emerging Markets, Mergers & Acquisitions, Investments, Fixed Income, Capital Markets, Business Development, Finance, Private Equity
Education
University of Pennsylvania
BA, Economics, College of Arts & Sciences
University of Pennsylvania - The Wharton School
MBA
University of Pennsylvania - The Wharton School
BS
Silver Leaf Partners, LLC February 2015 - Present
Varadero Capital, LP 2012 - 2014
TKNG Capital Partners, LLC 2010 - 2011
M. Safra & Co., Inc. 2008 - 2009
The Prescott Group, LLC 2007 - 2008
Legg Mason 2005 - 2007
Citigroup 1998 - 2005
Price Waterhouse 1994 - 1998
Citizens Democracy Corp, US Department of State, Agency for International Development Subcontractor 1993 - 1994
Skills
Hedge Funds, Asset Management, Investor Relations, Alternative Investments, Asset Managment, Equities, Portfolio Management, Investment Banking, Financial Markets, Emerging Markets, Mergers & Acquisitions, Investments, Fixed Income, Capital Markets, Business Development, Finance, Private Equity
Education
University of Pennsylvania
BA, Economics, College of Arts & Sciences
University of Pennsylvania - The Wharton School
MBA
University of Pennsylvania - The Wharton School
BS
Brian Brownschidle's Citigroup Experience May 2008 - July 2010
Job Vice President at XMS Capital Partners
Industry Investment Banking
Experience
XMS Capital Partners 2010 - Present
XMS Capital Partners August 2010 - December 2013
Citigroup May 2008 - July 2010
Citigroup May 2007 - August 2007
Oryx Capital International, Inc. May 2006 - August 2006
Sarasin Chiswell June 2005 - August 2005
Education
University of Notre Dame - Mendoza College of Business
Canisius High School
XMS Capital Partners 2010 - Present
XMS Capital Partners August 2010 - December 2013
Citigroup May 2008 - July 2010
Citigroup May 2007 - August 2007
Oryx Capital International, Inc. May 2006 - August 2006
Sarasin Chiswell June 2005 - August 2005
Education
University of Notre Dame - Mendoza College of Business
Canisius High School
Gilbert Chua's Citigroup Experience June 2003 - July 2005
Job Vice President, Interest Rate Products and Mortgages
Industry Financial Services
Experience
Goldman Sachs August 2005 - Present
Citigroup June 2003 - July 2005
Skills
Fixed Income, Structured Products, Derivatives, Interest Rate..., Financial Structuring, Fixed Income Trading, Residential Mortgages, Interest Rate Risk..., Mortgage Servicing, Insurance, Commercial Banking, Life Insurance, Interest Rate Hedging, Interest Rate Swaps, Agency MBS, ALM, Financial Risk, Market Risk, Quantitative Finance, Capital Markets, Portfolio Management
Education
University of Pennsylvania 1999 — 2003
Bachelor of Applied Science (BASc), Systems Engineering, 3.9/4.0
University of Pennsylvania - The Wharton School 1999 — 2003
B.S., Finance, Accounting, 3.9/4.0
Goldman Sachs August 2005 - Present
Citigroup June 2003 - July 2005
Skills
Fixed Income, Structured Products, Derivatives, Interest Rate..., Financial Structuring, Fixed Income Trading, Residential Mortgages, Interest Rate Risk..., Mortgage Servicing, Insurance, Commercial Banking, Life Insurance, Interest Rate Hedging, Interest Rate Swaps, Agency MBS, ALM, Financial Risk, Market Risk, Quantitative Finance, Capital Markets, Portfolio Management
Education
University of Pennsylvania 1999 — 2003
Bachelor of Applied Science (BASc), Systems Engineering, 3.9/4.0
University of Pennsylvania - The Wharton School 1999 — 2003
B.S., Finance, Accounting, 3.9/4.0
Derek Hafer's Citigroup Experience July 2005 - March 2014
Job Head of Investment Grade Credit Trading at Citi
Industry Financial Services
Experience
Citi March 2014 - Present
Citigroup July 2005 - March 2014
Skills
Capital Markets, Trading, Hedge Funds, Trading Systems, Portfolio Management, Investments, Financial Markets, Asset Management, Emerging Markets, Bonds, Options, Series 63, Structured Products, Securities, Valuation
Education
University of Notre Dame 2001 — 2005
Citi March 2014 - Present
Citigroup July 2005 - March 2014
Skills
Capital Markets, Trading, Hedge Funds, Trading Systems, Portfolio Management, Investments, Financial Markets, Asset Management, Emerging Markets, Bonds, Options, Series 63, Structured Products, Securities, Valuation
Education
University of Notre Dame 2001 — 2005
Benjamin Hsu's Citigroup Experience June 2009 - July 2011
Job Vice President at The Carlyle Group (Emerging Sovereign Group)
Industry Investment Management
Experience
The Carlyle Group (Emerging Sovereign Group) August 2013 - Present
Warburg Pincus August 2011 - July 2013
Citigroup June 2009 - July 2011
Skills
Financial Modeling, LBO, Investment Banking, Venture Capital, Valuation, Private Equity
Education
University of Pennsylvania
Bachelor of Science in Economics & Bachelor of Science in Engineering, Finance, Bionengineering
The Carlyle Group (Emerging Sovereign Group) August 2013 - Present
Warburg Pincus August 2011 - July 2013
Citigroup June 2009 - July 2011
Skills
Financial Modeling, LBO, Investment Banking, Venture Capital, Valuation, Private Equity
Education
University of Pennsylvania
Bachelor of Science in Economics & Bachelor of Science in Engineering, Finance, Bionengineering
Audrey Tjiptokesuma's Citigroup Experience June 2006 - November 2006
Job at DoubleLine Capital
Industry Investment Management
Experience
DoubleLine Capital 2010 - Present
TCW Group Inc. March 2008 - June 2010
Citigroup June 2006 - November 2006
Education
University of Southern California - Marshall School of Business 2004 — 2008
Oxford University 2004 — 2005
B.S.
DoubleLine Capital 2010 - Present
TCW Group Inc. March 2008 - June 2010
Citigroup June 2006 - November 2006
Education
University of Southern California - Marshall School of Business 2004 — 2008
Oxford University 2004 — 2005
B.S.
Juan Pablo Lauz Del Rosario's Citigroup Experience June 2007 - August 2009
Job IT Business Tech. Specialist at Citi
Industry Financial Services
Experience
Citi August 2013 - Present
Citi August 2009 - July 2013
Citigroup June 2007 - August 2009
Citigroup May 2006 - August 2006
Skills
Information Technology, Capital Markets
Education
University of Notre Dame 2003 — 2007
Bachelor of Science (B.S.), Computer Engineering
University of Notre Dame London Program 2005 — 2005
Citi August 2013 - Present
Citi August 2009 - July 2013
Citigroup June 2007 - August 2009
Citigroup May 2006 - August 2006
Skills
Information Technology, Capital Markets
Education
University of Notre Dame 2003 — 2007
Bachelor of Science (B.S.), Computer Engineering
University of Notre Dame London Program 2005 — 2005
Emily Dryden's Citigroup Experience 1996 - Present
Job VP at Citigroup
Industry Information Technology and Services
Experience
Citigroup 1996 - Present
Citi 1996 - Present
Education
University of Pennsylvania 2007 — 2011
EMTM, Technology Management
Vassar College 1973 — 1977
Citigroup 1996 - Present
Citi 1996 - Present
Education
University of Pennsylvania 2007 — 2011
EMTM, Technology Management
Vassar College 1973 — 1977
Mike Accorso's Citigroup Experience Project ManagerNational City Bank2001 - 2003
Job Vice President at CitiGroup
Industry Financial Services
Experience
CitiGroup Project ManagerNational City Bank2001 - 2003
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
CitiGroup Project ManagerNational City Bank2001 - 2003
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
Dan Zhou's Citigroup Experience June 2009 - August 2011
Job Cofounder & CTO at CloserIQ We're Hiring
Industry Internet
Experience
CloserIQ 2013 - Present
Hutchin Hill Capital August 2011 - November 2012
Citigroup June 2009 - August 2011
Invite Media January 2009 - June 2009
Group One Trading, LP October 2007 - December 2008
Goldman Sachs June 2008 - August 2008
Education
University of Pennsylvania 2005 — 2009
BSE, Mathematics, Computer Science and Engineering
CloserIQ 2013 - Present
Hutchin Hill Capital August 2011 - November 2012
Citigroup June 2009 - August 2011
Invite Media January 2009 - June 2009
Group One Trading, LP October 2007 - December 2008
Goldman Sachs June 2008 - August 2008
Education
University of Pennsylvania 2005 — 2009
BSE, Mathematics, Computer Science and Engineering
Saul Sanders's Citigroup Experience 1988 - 1996
Job CoCEO at Shellpoint Mortgage
Industry Financial Services
Experience
Shellpoint Partners November 2010 - Present
C-BASS February 1996 - November 2010
Citibank 1988 - 1996
Citigroup 1988 - 1996
Goldman Sachs 1984 - 1988
Skills
Capital Markets, Valuation, Hedge Funds, Portfolio Management, Asset Managment, Fixed Income, Structured Finance, Investments, Asset Management, Private Equity, Derivatives, Alternative Investments, Structured Products, Investment Banking, Loans, Securitization, Securities, Trading, Financial Structuring, Equities, Financial Markets, Funding, Emerging Markets, Hedging, Private Placements, Investment Management, Bonds, Options, Investment Strategies, Venture Capital, Bloomberg, Investment Advisory, IPO
Education
University of Pennsylvania 1972 — 1975
BS, Finance
University of Pennsylvania - The Wharton School
MBA, Finance
Shellpoint Partners November 2010 - Present
C-BASS February 1996 - November 2010
Citibank 1988 - 1996
Citigroup 1988 - 1996
Goldman Sachs 1984 - 1988
Skills
Capital Markets, Valuation, Hedge Funds, Portfolio Management, Asset Managment, Fixed Income, Structured Finance, Investments, Asset Management, Private Equity, Derivatives, Alternative Investments, Structured Products, Investment Banking, Loans, Securitization, Securities, Trading, Financial Structuring, Equities, Financial Markets, Funding, Emerging Markets, Hedging, Private Placements, Investment Management, Bonds, Options, Investment Strategies, Venture Capital, Bloomberg, Investment Advisory, IPO
Education
University of Pennsylvania 1972 — 1975
BS, Finance
University of Pennsylvania - The Wharton School
MBA, Finance
Elke Schlosser's Citigroup Experience September 2003 - August 2006
Job International Relations and Patient & Guest Services
Industry Retail
Experience
UCLA Health System May 2009 - Present
Cloud18 Golf Entertainment January 2009 - Present
Etcetera (Casuals Etcetera, Inc) 2008 - 2009
Oppenheimer & Co. April 2007 - September 2007
Advanced Bionics 2006 - 2007
Citigroup September 2003 - August 2006
Education
University of Oregon 1997 — 2002
Journalism and Communication Studies, Journalism, Philosophy
UCLA Health System May 2009 - Present
Cloud18 Golf Entertainment January 2009 - Present
Etcetera (Casuals Etcetera, Inc) 2008 - 2009
Oppenheimer & Co. April 2007 - September 2007
Advanced Bionics 2006 - 2007
Citigroup September 2003 - August 2006
Education
University of Oregon 1997 — 2002
Journalism and Communication Studies, Journalism, Philosophy
Roy Ziegler's Citigroup Experience January 2005 - December 2006
Job Registered Nurse
Industry Medical Practice
Experience
Memorial Hospital - Belleville, IL February 2013 - Present
Medical Staffing Network March 2008 - Present
Protiro July 2007 - February 2008
Lockheed Martin 2006 - 2007
Citigroup January 2005 - December 2006
Education
University of Northern Colorado
Memorial Hospital - Belleville, IL February 2013 - Present
Medical Staffing Network March 2008 - Present
Protiro July 2007 - February 2008
Lockheed Martin 2006 - 2007
Citigroup January 2005 - December 2006
Education
University of Northern Colorado
Georg Musil's Citigroup Experience 2003 - 2010
Job Global Head of FI Risk Management at Raffeisen Bank International
Industry Banking
Experience
Raffeisen Bank International 2012 - Present
Bank of America Merrill Lynch 2010 - 2011
Citigroup 2003 - 2010
Citigroup 1998 - 2003
European Commission 1997 - 1998
Skills
Leadership, Business Strategy, Change Management, Risk Management, Banking, Management, Credit, Customer Relations, Capital Structure, Credit Risk, Corporate Finance, Bank Relationship..., Negotiation, Private Equity, Restructuring, Loans, Finance, Customer Service, Portfolio Management, Strategy, Emerging Markets, Derivatives
Education
University of Oxford - Said Business School 2010 — 2011
MBA, Executive MBA
University of Vienna 2000 — 2002
PhD, Economic Law
Utrecht University 1995 — 1996
Law
Universität Wien 1991 — 1996
Master in Laws
Raffeisen Bank International 2012 - Present
Bank of America Merrill Lynch 2010 - 2011
Citigroup 2003 - 2010
Citigroup 1998 - 2003
European Commission 1997 - 1998
Skills
Leadership, Business Strategy, Change Management, Risk Management, Banking, Management, Credit, Customer Relations, Capital Structure, Credit Risk, Corporate Finance, Bank Relationship..., Negotiation, Private Equity, Restructuring, Loans, Finance, Customer Service, Portfolio Management, Strategy, Emerging Markets, Derivatives
Education
University of Oxford - Said Business School 2010 — 2011
MBA, Executive MBA
University of Vienna 2000 — 2002
PhD, Economic Law
Utrecht University 1995 — 1996
Law
Universität Wien 1991 — 1996
Master in Laws
Vernon Sharp's Citigroup Experience April 2002 - March 2011
Job Sr. Vice President at Citi Group
Industry Information Technology and Services
Experience
Citi Group January 2011 - Present
CITIGROUP April 2002 - March 2011
PriceWaterhouseCoopers 1999 - 2001
Oracle Corporation August 1997 - August 1999
Skills
Enterprise Architecture, Business Intelligence, Business Objects, Data Warehousing, Oracle, Vendor Management, Capital Markets, Requirements Analysis, SDLC, Operational Risk, Software Project..., ETL, Banking, Data Modeling, Business Analysis, Financial Services, Risk Management, IT Strategy, Analytics, Integration, Management, Requirements Gathering, Solution Architecture
Education
University of Oklahoma 1982 — 1984
BS in Computer Science, Comptuter Science
University of Oklahoma 1978 — 1982
Bachelor of Science, Mathematics
Citi Group January 2011 - Present
CITIGROUP April 2002 - March 2011
PriceWaterhouseCoopers 1999 - 2001
Oracle Corporation August 1997 - August 1999
Skills
Enterprise Architecture, Business Intelligence, Business Objects, Data Warehousing, Oracle, Vendor Management, Capital Markets, Requirements Analysis, SDLC, Operational Risk, Software Project..., ETL, Banking, Data Modeling, Business Analysis, Financial Services, Risk Management, IT Strategy, Analytics, Integration, Management, Requirements Gathering, Solution Architecture
Education
University of Oklahoma 1982 — 1984
BS in Computer Science, Comptuter Science
University of Oklahoma 1978 — 1982
Bachelor of Science, Mathematics
Eric Siegel's Citigroup Experience January 2010 - Present
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup January 2010 - Present
Bank of America August 2006 - January 2010
Liberty Ermitage 2003 - 2006
Bear Stearns 1996 - 2002
Education
University of Pennsylvania 1992 — 1996
BA, Economics, Mathematics
Citigroup January 2010 - Present
Bank of America August 2006 - January 2010
Liberty Ermitage 2003 - 2006
Bear Stearns 1996 - 2002
Education
University of Pennsylvania 1992 — 1996
BA, Economics, Mathematics
Robyn Bedil's Citigroup Experience 2002 - 2005
Job Director at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch 2006 - Present
Merrill Lynch 2006 - 2008
Citigroup 2002 - 2005
Education
University of Pennsylvania 1998 — 2002
BA, Economics
Hopkins High School 1995 — 1998
Bank of America Merrill Lynch 2006 - Present
Merrill Lynch 2006 - 2008
Citigroup 2002 - 2005
Education
University of Pennsylvania 1998 — 2002
BA, Economics
Hopkins High School 1995 — 1998
Narayanan Mahesh's Citigroup Experience 2005 - 2006
Job AVP at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2007 - Present
Citigroup 2005 - 2006
Fi-Tek, LLC 2003 - 2004
Skills
Business Analysis, Capital Markets, Electronic Trading, Derivatives, Equities, Fixed Income, Investment Banking, Trading Systems, Trading
Education
University of Pennsylvania 2001 — 2003
Master's degree
Jefferies & Company July 2007 - Present
Citigroup 2005 - 2006
Fi-Tek, LLC 2003 - 2004
Skills
Business Analysis, Capital Markets, Electronic Trading, Derivatives, Equities, Fixed Income, Investment Banking, Trading Systems, Trading
Education
University of Pennsylvania 2001 — 2003
Master's degree
Frederick Kjar's Citigroup Experience 1976 - 2007
Job Retired
Industry Financial Services
Experience
CitiMortgage 1998 - 2007
Citigroup 1976 - 2007
Citi Group 1976 - 2007
Citi 1976 - 2007
Citibank 1976 - 2007
Skills
Credit, Credit Risk, Loans, Banking
Education
University of Northern Colorado 1965 — 1969
B.A., Economics
CitiMortgage 1998 - 2007
Citigroup 1976 - 2007
Citi Group 1976 - 2007
Citi 1976 - 2007
Citibank 1976 - 2007
Skills
Credit, Credit Risk, Loans, Banking
Education
University of Northern Colorado 1965 — 1969
B.A., Economics
Ed Zagorski's Citigroup Experience January 2015 - Present
Job Director, Operational Risk Head, Global Commercial Bank
Industry Banking
Experience
Citigroup January 2015 - Present
Citi January 2015 - Present
Skills
Business Process..., Global Regulatory..., Process Control, Mergers & Acquisitions, Acquisition Integration, Process Design, Internal Controls, Enterprise Risk..., Commercial Banking, Fraud, Risk Management, Banking, Business Analysis
Education
The University of Chicago 1985 — 1989
MBA, Finance, Economics
University of Notre Dame 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Citigroup January 2015 - Present
Citi January 2015 - Present
Skills
Business Process..., Global Regulatory..., Process Control, Mergers & Acquisitions, Acquisition Integration, Process Design, Internal Controls, Enterprise Risk..., Commercial Banking, Fraud, Risk Management, Banking, Business Analysis
Education
The University of Chicago 1985 — 1989
MBA, Finance, Economics
University of Notre Dame 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Brian Konigsberg's Citigroup Experience October 2006 - February 2010
Job Equity Research Analyst, SMID Industrials/Engineering and Construction
Industry Financial Services
Experience
Vertical Research Partners February 2010 - Present
Citigroup October 2006 - February 2010
Soleil Securities September 2005 - October 2006
Ascent Growth Funds June 2003 - September 2005
SG Cowen April 2001 - July 2002
Gardner Lewis Asset Management August 2000 - April 2001
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), International Relations and Affairs
Roslyn High School
Vertical Research Partners February 2010 - Present
Citigroup October 2006 - February 2010
Soleil Securities September 2005 - October 2006
Ascent Growth Funds June 2003 - September 2005
SG Cowen April 2001 - July 2002
Gardner Lewis Asset Management August 2000 - April 2001
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), International Relations and Affairs
Roslyn High School
Roz Palusci's Citigroup Experience 1982 - 1996
Job University of Notre Dame Development
Industry Fund-Raising
Experience
University of Notre Dame 2008 - Present
Peak Performance May 2001 - 2008
Old Kent Financial Corporation 1997 - 2001
Citibank 1982 - 1997
Citigroup 1982 - 1996
Skills
Strategic Planning, Microsoft Excel, Fundraising, Social Networking, Event Planning, Nonprofits, Data Analysis, Leadership, Management, Leadership Development, Community Outreach, Analysis, Public Speaking, Banking, Staff Development, Strategy, Team Building
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
BA, Psychology
University of Notre Dame 2008 - Present
Peak Performance May 2001 - 2008
Old Kent Financial Corporation 1997 - 2001
Citibank 1982 - 1997
Citigroup 1982 - 1996
Skills
Strategic Planning, Microsoft Excel, Fundraising, Social Networking, Event Planning, Nonprofits, Data Analysis, Leadership, Management, Leadership Development, Community Outreach, Analysis, Public Speaking, Banking, Staff Development, Strategy, Team Building
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
BA, Psychology
Beth Fruchtman's Citigroup Experience June 2010 - Present
Job Director at Citigroup
Industry Government Relations
Experience
Citigroup June 2010 - Present
New York City Small Business Services January 2009 - August 2010
Morgan Stanley January 2005 - January 2009
Morgan Stanley November 2001 - January 2005
Morgan Stanley January 1997 - January 2001
Bank of New York January 1996 - January 1997
NatWest Bank January 1995 - January 1996
Chase Manhattan Bank January 1990 - January 1992
Maryland National Bank January 1987 - January 1989
Education
COLUMBIA UNIVERSITY
Master, Business Administration
University of Pennsylvania
Bachelor of Arts, French
Citigroup June 2010 - Present
New York City Small Business Services January 2009 - August 2010
Morgan Stanley January 2005 - January 2009
Morgan Stanley November 2001 - January 2005
Morgan Stanley January 1997 - January 2001
Bank of New York January 1996 - January 1997
NatWest Bank January 1995 - January 1996
Chase Manhattan Bank January 1990 - January 1992
Maryland National Bank January 1987 - January 1989
Education
COLUMBIA UNIVERSITY
Master, Business Administration
University of Pennsylvania
Bachelor of Arts, French
Roseanne Thenot-Siegel's Citigroup Experience September 2009 - August 2011
Job IT Project Technology Specialist at Citi
Industry Information Technology and Services
Experience
Citi November 2013 - Present
Citi September 2012 - October 2013
Citi September 2011 - August 2012
Citigroup September 2009 - August 2011
Citigroup March 2009 - August 2009
Citi September 2008 - February 2009
Citi February 2008 - August 2008
Citi July 2007 - January 2008
University of Notre Dame August 2006 - May 2007
Citi May 2006 - August 2006
Skills
Project Management, Business Analysis, Microsoft Excel, Financial Analysis, Analysis, Operations Management, Change Management, Microsoft Office, Project Planning, Customer Service, Management Consulting, Business Strategy, Six Sigma, Risk Management, Program Management, Process Improvement, Spanish, IT Project Lifecycle, Partner Management, Executive-level..., Leadership, Financial Services, Credit Cards, Cross-functional Team..., SDLC
Education
University of Notre Dame 2003 — 2007
Bachelor's degree, Management Information Systems, General, Cum Laude
Citi November 2013 - Present
Citi September 2012 - October 2013
Citi September 2011 - August 2012
Citigroup September 2009 - August 2011
Citigroup March 2009 - August 2009
Citi September 2008 - February 2009
Citi February 2008 - August 2008
Citi July 2007 - January 2008
University of Notre Dame August 2006 - May 2007
Citi May 2006 - August 2006
Skills
Project Management, Business Analysis, Microsoft Excel, Financial Analysis, Analysis, Operations Management, Change Management, Microsoft Office, Project Planning, Customer Service, Management Consulting, Business Strategy, Six Sigma, Risk Management, Program Management, Process Improvement, Spanish, IT Project Lifecycle, Partner Management, Executive-level..., Leadership, Financial Services, Credit Cards, Cross-functional Team..., SDLC
Education
University of Notre Dame 2003 — 2007
Bachelor's degree, Management Information Systems, General, Cum Laude
Brian Lanktree's Citigroup Experience July 2003 - June 2007
Job Head Trader at Glendon Capital Managment
Industry Financial Services
Experience
Glendon Capital Managment May 2013 - Present
Barclays Capital April 2007 - May 2013
Citigroup July 2003 - June 2007
Education
University of Notre Dame 1999 — 2003
Delbarton 1997 — 1999
Glendon Capital Managment May 2013 - Present
Barclays Capital April 2007 - May 2013
Citigroup July 2003 - June 2007
Education
University of Notre Dame 1999 — 2003
Delbarton 1997 — 1999
Steve Wierema's Citigroup Experience July 2005 - July 2007
Job Vice President at Kayne Anderson Senior Credit Fund
Industry Financial Services
Experience
Kayne Anderson Senior Credit Fund January 2012 - Present
Lake Capital July 2007 - July 2010
Citigroup July 2005 - July 2007
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Mergers, Investments, Due Diligence, Corporate Finance, Financial Analysis, Business Valuation, Venture Capital, LBO
Education
University of Chicago 2010 — 2012
MBA
University of Notre Dame 2001 — 2005
BBA, Finance
Montini Catholic High School 1997 — 2001
Kayne Anderson Senior Credit Fund January 2012 - Present
Lake Capital July 2007 - July 2010
Citigroup July 2005 - July 2007
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Mergers, Investments, Due Diligence, Corporate Finance, Financial Analysis, Business Valuation, Venture Capital, LBO
Education
University of Chicago 2010 — 2012
MBA
University of Notre Dame 2001 — 2005
BBA, Finance
Montini Catholic High School 1997 — 2001
Ben DiFabio's Citigroup Experience 1998 - Present
Job Managing Director at Citigroup
Industry Investment Banking
Experience
Citigroup 1998 - Present
Education
University of Pennsylvania 1995 — 1998
Loomis Chaffee School
Citigroup 1998 - Present
Education
University of Pennsylvania 1995 — 1998
Loomis Chaffee School
John Sherman's Citigroup Experience 2004 - 2006
Job Managing Director at DDJ Capital Management
Industry Investment Management
Experience
DDJ Capital Management January 2007 - Present
Thoma Cressey Equity Partners July 2006 - December 2006
Citigroup 2004 - 2006
Skills
High Yield, Equities, Special Situations, Asset Management, Financial Analysis, Hedge Funds, Alternative Investments, Fixed Income, Private Equity, Bonds, Investments, Financial Modeling, Credit, Value Investing, Credit Analysis, Excel, Microsoft Office, PowerPoint, Mergers & Acquisitions
Education
University of Notre Dame 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General, Magna cum laude, Dean’s list all 8 semesters
DDJ Capital Management January 2007 - Present
Thoma Cressey Equity Partners July 2006 - December 2006
Citigroup 2004 - 2006
Skills
High Yield, Equities, Special Situations, Asset Management, Financial Analysis, Hedge Funds, Alternative Investments, Fixed Income, Private Equity, Bonds, Investments, Financial Modeling, Credit, Value Investing, Credit Analysis, Excel, Microsoft Office, PowerPoint, Mergers & Acquisitions
Education
University of Notre Dame 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General, Magna cum laude, Dean’s list all 8 semesters
Caroline Waldmann's Citigroup Experience July 1996 - June 1999
Job VP at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust March 2003 - Present
Goldman Sachs 2001 - 2003
Goldman Sachs 2001 - 2003
Citigroup July 1996 - June 1999
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Pennsylvania 1992 — 1996
BA, Psychology
Gibraltar Private Bank & Trust March 2003 - Present
Goldman Sachs 2001 - 2003
Goldman Sachs 2001 - 2003
Citigroup July 1996 - June 1999
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Pennsylvania 1992 — 1996
BA, Psychology
Michele Kyle's Citigroup Experience August 1998 - June 2007
Job Administrative Assistant at Texas Woman's University
Industry Higher Education
Experience
Texas Woman's University April 2012 - Present
Texas Woman's University January 2008 - March 2012
Citigroup August 1998 - June 2007
Education
University of Northern Iowa 1977 — 1981
BA, Administrative Management
Texas Woman's University April 2012 - Present
Texas Woman's University January 2008 - March 2012
Citigroup August 1998 - June 2007
Education
University of Northern Iowa 1977 — 1981
BA, Administrative Management
ShuYuk (Sherman) Yeung's Citigroup Experience September 2009 - May 2011
Job Programmer Prof MKTS at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2011 - Present
Citigroup September 2009 - May 2011
Lehman Brothers April 2005 - September 2009
Skills
Trading Systems, Sybase, Credit Derivatives, JMS, Fixed Income, Electronic Trading, Equity Derivatives, Spring, FX Options, Interest Rate..., Derivatives, Low Latency, Equities, Capital Markets, Market Data, Prime Brokerage, Structured Products, Investment Banking, Trading, SDLC
Education
University of Pennsylvania 1999 — 2000
Master, TCOM
Bank of America Merrill Lynch May 2011 - Present
Citigroup September 2009 - May 2011
Lehman Brothers April 2005 - September 2009
Skills
Trading Systems, Sybase, Credit Derivatives, JMS, Fixed Income, Electronic Trading, Equity Derivatives, Spring, FX Options, Interest Rate..., Derivatives, Low Latency, Equities, Capital Markets, Market Data, Prime Brokerage, Structured Products, Investment Banking, Trading, SDLC
Education
University of Pennsylvania 1999 — 2000
Master, TCOM
Cynthia Dumizo's Citigroup Experience 2001 - 2003
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America March 2003 - Present
Comprehensive Genealogy Services 2006 - 2011
Citigroup 2001 - 2003
Skills
Credit Analysis, Banking, Customer Service, Public Speaking, Risk Management, Strategic Planning, Credit, Loans, Commercial Banking
Education
University of Virginia Darden School of Business 1987 — 1989
Master of Business Administration (M.B.A.)
University of Pennsylvania 1978 — 1982
BA, Economics
Bank of America March 2003 - Present
Comprehensive Genealogy Services 2006 - 2011
Citigroup 2001 - 2003
Skills
Credit Analysis, Banking, Customer Service, Public Speaking, Risk Management, Strategic Planning, Credit, Loans, Commercial Banking
Education
University of Virginia Darden School of Business 1987 — 1989
Master of Business Administration (M.B.A.)
University of Pennsylvania 1978 — 1982
BA, Economics
Jesse Amoroso's Citigroup Experience 2006 - 2006
Job Vice President at Amoroso's Baking Company
Industry Food Production
Experience
Amoroso's Baking Company July 2013 - Present
Amoroso's Baking Company January 2010 - June 2013
Financo, Inc. 2008 - 2009
National Financial Partners June 2007 - August 2007
Citigroup 2006 - 2006
Institute of Contemporary Art @ Penn 2002 - 2004
Skills
Strategy, Business Development, Ingredients, Marketing Strategy, Competitive Analysis, Food, Financial Modeling, Start-ups, Mergers, Entrepreneurship, Food Industry, Private Equity, Due Diligence, Corporate Development, Food Processing, Business Strategy, Financial Analysis, Corporate Finance, Valuation, Strategic Planning, New Business Development, Investment Banking, Venture Capital, Investments, Strategic Partnerships, Consumer Products
Education
University of Pennsylvania 2004 — 2008
BA, Urban Real Estate & Development
Friends' Central School 1991 — 2004
Amoroso's Baking Company July 2013 - Present
Amoroso's Baking Company January 2010 - June 2013
Financo, Inc. 2008 - 2009
National Financial Partners June 2007 - August 2007
Citigroup 2006 - 2006
Institute of Contemporary Art @ Penn 2002 - 2004
Skills
Strategy, Business Development, Ingredients, Marketing Strategy, Competitive Analysis, Food, Financial Modeling, Start-ups, Mergers, Entrepreneurship, Food Industry, Private Equity, Due Diligence, Corporate Development, Food Processing, Business Strategy, Financial Analysis, Corporate Finance, Valuation, Strategic Planning, New Business Development, Investment Banking, Venture Capital, Investments, Strategic Partnerships, Consumer Products
Education
University of Pennsylvania 2004 — 2008
BA, Urban Real Estate & Development
Friends' Central School 1991 — 2004
Keith Barry's Citigroup Experience August 2006 - Present
Job Healthcare Investment Banking Professional
Industry Investment Banking
Experience
Citigroup August 2006 - Present
Medical Capital Advisors, LLC February 2005 - August 2006
HealthpointCapital April 2004 - February 2005
UBS Investment Bank March 1999 - April 2004
Skills
Investment Banking, Private Equity, Financial Modeling, Valuation, Corporate Finance, Mergers, Equities, Due Diligence, M&A experience
Education
University of Notre Dame 1993 — 1997
Finance
Citigroup August 2006 - Present
Medical Capital Advisors, LLC February 2005 - August 2006
HealthpointCapital April 2004 - February 2005
UBS Investment Bank March 1999 - April 2004
Skills
Investment Banking, Private Equity, Financial Modeling, Valuation, Corporate Finance, Mergers, Equities, Due Diligence, M&A experience
Education
University of Notre Dame 1993 — 1997
Finance
Jamila Justine Willis's Citigroup Experience June 2006 - August 2006
Job
Industry Law Practice
Experience
DLA Piper November 2014 - Present
Bryan Cave August 2012 - October 2014
Brown Rudnick October 2010 - August 2012
International Bridges to Justice November 2009 - November 2010
Brown Rudnick May 2008 - August 2008
The Bronx Defenders May 2007 - August 2007
NAACP Legal Defense and Educational Fund, Inc. January 2007 - February 2007
Citigroup June 2006 - August 2006
Bank of America May 2003 - August 2005
Education
University of Virginia School of Law 2006 — 2009
Juris Doctor
University of Pennsylvania 2002 — 2006
Bachelor of Arts, Economics, Communications, French, Linguistics
The Kingswood-Oxford School 1998 — 2002
DLA Piper November 2014 - Present
Bryan Cave August 2012 - October 2014
Brown Rudnick October 2010 - August 2012
International Bridges to Justice November 2009 - November 2010
Brown Rudnick May 2008 - August 2008
The Bronx Defenders May 2007 - August 2007
NAACP Legal Defense and Educational Fund, Inc. January 2007 - February 2007
Citigroup June 2006 - August 2006
Bank of America May 2003 - August 2005
Education
University of Virginia School of Law 2006 — 2009
Juris Doctor
University of Pennsylvania 2002 — 2006
Bachelor of Arts, Economics, Communications, French, Linguistics
The Kingswood-Oxford School 1998 — 2002
Eric Gast's Citigroup Experience May 2006 - August 2006
Job Senior Director of Finance & Operations at RuMe, Inc.
Industry Financial Services
Experience
RuMe, Inc. January 2015 - Present
Infor August 2014 - January 2015
McGladrey July 2012 - June 2014
RSM McGladrey, Inc October 2010 - July 2012
Huron Consulting Group September 2007 - October 2010
Citigroup May 2006 - August 2006
Alvarez and Marsal May 2005 - August 2005
Skills
Accounting, Corporate Finance, Finance, Fraud, Restructuring, CPA, Analysis, Litigation, Bankruptcy, Expert Witness, Arbitration, SEC filings, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, Internal Controls, Auditing, Due Diligence, Business Valuation
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
Master's of Science in Accountancy, Financial Reporting & Assurance
University of Notre Dame 2002 — 2006
BBA, Accountancy
RuMe, Inc. January 2015 - Present
Infor August 2014 - January 2015
McGladrey July 2012 - June 2014
RSM McGladrey, Inc October 2010 - July 2012
Huron Consulting Group September 2007 - October 2010
Citigroup May 2006 - August 2006
Alvarez and Marsal May 2005 - August 2005
Skills
Accounting, Corporate Finance, Finance, Fraud, Restructuring, CPA, Analysis, Litigation, Bankruptcy, Expert Witness, Arbitration, SEC filings, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, Internal Controls, Auditing, Due Diligence, Business Valuation
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
Master's of Science in Accountancy, Financial Reporting & Assurance
University of Notre Dame 2002 — 2006
BBA, Accountancy
William Belew's Citigroup Experience July 1998 - June 2006
Job Founder WLB Technology Consulting
Industry Information Services
Experience
WLB Technology Consulting September 2010 - Present
Thomson Reuters September 2006 - September 2010
Citigroup July 1998 - June 2006
Education
University of North Texas 1966 — 1971
MBA, Management Science
WLB Technology Consulting September 2010 - Present
Thomson Reuters September 2006 - September 2010
Citigroup July 1998 - June 2006
Education
University of North Texas 1966 — 1971
MBA, Management Science
Randolph Goodwin Jr's Citigroup Experience August 2000 - November 2001
Job Insurance Agent at AAA Allied Group
Industry Insurance
Experience
AAA Allied Group March 2008 - February 2009
Allstate Insurance September 2002 - January 2008
Citigroup August 2000 - November 2001
Skills
Insurance, CRM, Team Building, Customer Service, Process Improvement, Leadership, Property & Casualty..., Management
Education
University of Notre Dame
BA, Sociology
AAA Allied Group March 2008 - February 2009
Allstate Insurance September 2002 - January 2008
Citigroup August 2000 - November 2001
Skills
Insurance, CRM, Team Building, Customer Service, Process Improvement, Leadership, Property & Casualty..., Management
Education
University of Notre Dame
BA, Sociology
Andrew Riddle's Citigroup Experience November 2004 - Present
Job Financial Services at Citigroup
Industry Financial Services
Experience
Citigroup November 2004 - Present
Office Depot August 2003 - Present
T-Mobile June 2002 - December 2002
Alltel Wireless May 1997 - June 2002
Toy Works, Inc. August 1995 - November 1997
Skills
Credit Risk, Credit Analysis, Financial Services
Education
University of Notre Dame - Mendoza College of Business
Lean Six Sigma, Green Belt
University of Phoenix
Bechelor of Science, Business Administration and Management
Citigroup November 2004 - Present
Office Depot August 2003 - Present
T-Mobile June 2002 - December 2002
Alltel Wireless May 1997 - June 2002
Toy Works, Inc. August 1995 - November 1997
Skills
Credit Risk, Credit Analysis, Financial Services
Education
University of Notre Dame - Mendoza College of Business
Lean Six Sigma, Green Belt
University of Phoenix
Bechelor of Science, Business Administration and Management
Gopichand Attili's Citigroup Experience August 2005 - April 2006
Job BI Architect at NEC
Industry Information Technology and Services
Experience
NEC Corporation of America: Information Analytics Group April 2011 - Present
Niteo Partners, An NEC Company October 2010 - April 2011
Capgemini US LLC July 2006 - October 2010
Citigroup August 2005 - April 2006
Florida Power & Light March 2005 - July 2005
Skills
Data Integration, ETL, Data Modeling, Cognos, Data Warehousing, Data Warehouse..., Dashboard, OLAP, Business Intelligence..., Data Quality, Business Intelligence, Master Data Management, Dimensional Modeling, Business Analytics, SSIS, SDLC, Analytics, Microsoft SQL Server, Oracle, Data Governance, Business Analysis
Education
University of Oklahoma 2001 — 2004
Master of Sciences, Electrical & Computer Engineering
Bapuji Institute of Engineering & Technology 1997 — 2001
Bachelor of Engineering (BEng), Electronics & Communication
NEC Corporation of America: Information Analytics Group April 2011 - Present
Niteo Partners, An NEC Company October 2010 - April 2011
Capgemini US LLC July 2006 - October 2010
Citigroup August 2005 - April 2006
Florida Power & Light March 2005 - July 2005
Skills
Data Integration, ETL, Data Modeling, Cognos, Data Warehousing, Data Warehouse..., Dashboard, OLAP, Business Intelligence..., Data Quality, Business Intelligence, Master Data Management, Dimensional Modeling, Business Analytics, SSIS, SDLC, Analytics, Microsoft SQL Server, Oracle, Data Governance, Business Analysis
Education
University of Oklahoma 2001 — 2004
Master of Sciences, Electrical & Computer Engineering
Bapuji Institute of Engineering & Technology 1997 — 2001
Bachelor of Engineering (BEng), Electronics & Communication
Samson Shahbaz's Citigroup Experience August 1995 - December 2005
Job Senior Analyst at KnowledgeBase Marketing
Industry Marketing and Advertising
Experience
KnowledgeBase Marketing December 2005 - Present
Citigroup August 1995 - December 2005
Skills
SAS Programming, UNIX Shell Scripting, Oracle SQL
Education
University of North Texas 1990 — 1993
MBA, Marketing
University of North Texas 1990 — 1993
MBA, Marketing
KnowledgeBase Marketing December 2005 - Present
Citigroup August 1995 - December 2005
Skills
SAS Programming, UNIX Shell Scripting, Oracle SQL
Education
University of North Texas 1990 — 1993
MBA, Marketing
University of North Texas 1990 — 1993
MBA, Marketing
Larry McCrief's Citigroup Experience January 2002 - January 2005
Job Asset Manager at Federal Deposit Insurance Corporation
Industry Financial Services
Experience
Federal Deposit Insurance Corporation August 2009 - Present
MMC Group LP April 2009 - August 2009
IndyMac Federal Bank November 2005 - 2009
Indymac Bank 2005 - 2009
Omega Performance Corporation February 2005 - August 2005
Citigroup January 2002 - January 2005
Citi Cards 2002 - 2005
Associates First Capital January 1998 - December 2001
Associates First Capital Corporation August 1995 - March 1998
Associates Corporation of North America April 1984 - August 1995
Skills
Strategy, Business Process..., Process Improvement, Management, Leadership, Program Management, Mergers & Acquisitions, Strategic Planning, Training, Budgets, Financial Services, Portfolio Management, New Business Development, Call Centers, Loans
Education
University of Notre Dame 1973 — 1977
BBA, Business
University of Notre Dame - Mendoza College of Business
BS in Accounting
Federal Deposit Insurance Corporation August 2009 - Present
MMC Group LP April 2009 - August 2009
IndyMac Federal Bank November 2005 - 2009
Indymac Bank 2005 - 2009
Omega Performance Corporation February 2005 - August 2005
Citigroup January 2002 - January 2005
Citi Cards 2002 - 2005
Associates First Capital January 1998 - December 2001
Associates First Capital Corporation August 1995 - March 1998
Associates Corporation of North America April 1984 - August 1995
Skills
Strategy, Business Process..., Process Improvement, Management, Leadership, Program Management, Mergers & Acquisitions, Strategic Planning, Training, Budgets, Financial Services, Portfolio Management, New Business Development, Call Centers, Loans
Education
University of Notre Dame 1973 — 1977
BBA, Business
University of Notre Dame - Mendoza College of Business
BS in Accounting
Carl MacMichael's Citigroup Experience December 2010 - Present
Job AntiMoney Laundering Analyst at Citigroup
Industry Financial Services
Experience
Citigroup December 2010 - Present
Education
University of Notre Dame 2004 — 2008
BA, Psychology
Citigroup December 2010 - Present
Education
University of Notre Dame 2004 — 2008
BA, Psychology
Amy Lubow's Citigroup Experience April 1997 - October 2000
Job Managing Director at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon October 2000 - Present
Citigroup April 1997 - October 2000
The Chase Manhattan Bank April 1989 - October 1997
CrossLand Savings Bank, FSB April 1988 - April 1989
The Federal Home Loan Bank of New York December 1985 - April 1988
Education
University of Oklahoma 1980 — 1985
BBA, Finance
The Bank of New York Mellon October 2000 - Present
Citigroup April 1997 - October 2000
The Chase Manhattan Bank April 1989 - October 1997
CrossLand Savings Bank, FSB April 1988 - April 1989
The Federal Home Loan Bank of New York December 1985 - April 1988
Education
University of Oklahoma 1980 — 1985
BBA, Finance
Jeremy Ivey's Citigroup Experience July 2000 - June 2003
Job Director, Real Estate at Intrawest
Industry Real Estate
Experience
Intrawest March 2012 - Present
Consult Results, Inc. January 2009 - March 2012
Cherokee Investment Partners April 2008 - October 2008
Brownfields Capital January 2007 - August 2007
University of Virginia Investment Management Company July 2003 - December 2006
Citigroup July 2000 - June 2003
Skills
Investments, Financial Modeling, Real Estate, Portfolio Management, Asset Management, Project Management, Real Estate Financing, Real Estate Development, Real Estate Transactions, Corporate Real Estate, Real Estate Investor, Joint Ventures, Private Equity, Venture Capital, Resorts, Timeshare, Financial Analysis, Real Estate Economics, Investment Banking, Finance
Education
University of Northern Colorado 1996 — 2000
BS, Business
Intrawest March 2012 - Present
Consult Results, Inc. January 2009 - March 2012
Cherokee Investment Partners April 2008 - October 2008
Brownfields Capital January 2007 - August 2007
University of Virginia Investment Management Company July 2003 - December 2006
Citigroup July 2000 - June 2003
Skills
Investments, Financial Modeling, Real Estate, Portfolio Management, Asset Management, Project Management, Real Estate Financing, Real Estate Development, Real Estate Transactions, Corporate Real Estate, Real Estate Investor, Joint Ventures, Private Equity, Venture Capital, Resorts, Timeshare, Financial Analysis, Real Estate Economics, Investment Banking, Finance
Education
University of Northern Colorado 1996 — 2000
BS, Business
Jacqueline Smiley-Edwards's Citigroup Experience January 1998 - October 2000
Job Assistant Pilates Coordinator at RWJ Fitness & Wellness Center Hamilton
Industry Human Resources
Experience
RWJ Fitness & Wellness Center - Hamilton May 2015 - Present
Princeton Fitness and Wellness at Plainsboro March 2013 - Present
RWJ Hamilton Center for Health & Wellness June 2012 - Present
Schering-Plough October 2000 - September 2006
Citigroup January 1998 - October 2000
Raytheon TI Systems August 1994 - January 1998
Skills
Human Resources, Employee Relations, Employee Training, Recruiting, Performance Management, Training, Succession Planning, Personnel Management, Fitness Instruction, Strategy, Management, Process Improvement, Policy, Strategic Planning, Temporary Placement, Talent Management, Start-ups, Sales, Business Strategy, Marketing, Public Relations, Coaching
Education
University of Oklahoma 1992 — 1995
Master, Public Administration and Affairs
University of Oklahoma 1988 — 1992
Bachelors, Public Administration
RWJ Fitness & Wellness Center - Hamilton May 2015 - Present
Princeton Fitness and Wellness at Plainsboro March 2013 - Present
RWJ Hamilton Center for Health & Wellness June 2012 - Present
Schering-Plough October 2000 - September 2006
Citigroup January 1998 - October 2000
Raytheon TI Systems August 1994 - January 1998
Skills
Human Resources, Employee Relations, Employee Training, Recruiting, Performance Management, Training, Succession Planning, Personnel Management, Fitness Instruction, Strategy, Management, Process Improvement, Policy, Strategic Planning, Temporary Placement, Talent Management, Start-ups, Sales, Business Strategy, Marketing, Public Relations, Coaching
Education
University of Oklahoma 1992 — 1995
Master, Public Administration and Affairs
University of Oklahoma 1988 — 1992
Bachelors, Public Administration
Edouard Jean-Pierre's Citigroup Experience 2005 - 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
IPsoft, Inc. 2010 - Present
Katzenbach Partners LLC March 2006 - May 2009
Ann Taylor 2005 - 2006
Citigroup 2005 - 2005
Spherion Technology 1997 - 2003
Spherion 1996 - 2002
Comtex 1996 - 2002
Skills
Microsoft Exchange, Virtualization, MCSE 2003
Education
University of Pennsylvania 1988 — 1993
BA, Psychology
IPsoft, Inc. 2010 - Present
Katzenbach Partners LLC March 2006 - May 2009
Ann Taylor 2005 - 2006
Citigroup 2005 - 2005
Spherion Technology 1997 - 2003
Spherion 1996 - 2002
Comtex 1996 - 2002
Skills
Microsoft Exchange, Virtualization, MCSE 2003
Education
University of Pennsylvania 1988 — 1993
BA, Psychology
Craig Wellen's Citigroup Experience 2005 - 2009
Job CFO of Silicor Materials
Industry Renewables & Environment
Experience
Silicor Materials January 2014 - Present
Marco Polo International Inc. January 2014 - Present
BPL Global January 2012 - December 2013
Greentech Capital Advisors 2009 - December 2012
Citigroup 2005 - 2009
Société Générale 1997 - 2005
Salomon Brothers 1996 - 1997
Education
University of Pennsylvania 1992 — 1996
BS in Economics, Wharton School of Business; BA, College of Arts and Sciences
Silicor Materials January 2014 - Present
Marco Polo International Inc. January 2014 - Present
BPL Global January 2012 - December 2013
Greentech Capital Advisors 2009 - December 2012
Citigroup 2005 - 2009
Société Générale 1997 - 2005
Salomon Brothers 1996 - 1997
Education
University of Pennsylvania 1992 — 1996
BS in Economics, Wharton School of Business; BA, College of Arts and Sciences
Edwin Pomeroy's Citigroup Experience 1955 - 1995
Job Independent Banking Professional
Industry Banking
Simina Cana Kroculick's Citigroup Experience 2004 - 2005
Job Partner at Harborcove Financial
Industry Financial Services
Experience
Harborcove Financial August 2009 - Present
Swiss Re 2005 - 2009
Citigroup 2004 - 2005
Skills
Asset Based Lending, Underwriting, Credit Analysis, Portfolio Management, Financial Risk, Credit, Corporate Finance, Risk Management, Factoring, Finance, Financial Analysis, Funding
Education
University of Pennsylvania 2000 — 2004
Bachelor of Science (BS), Economics
Stuyvesant High School
Harborcove Financial August 2009 - Present
Swiss Re 2005 - 2009
Citigroup 2004 - 2005
Skills
Asset Based Lending, Underwriting, Credit Analysis, Portfolio Management, Financial Risk, Credit, Corporate Finance, Risk Management, Factoring, Finance, Financial Analysis, Funding
Education
University of Pennsylvania 2000 — 2004
Bachelor of Science (BS), Economics
Stuyvesant High School
Robert Feigenberg's Citigroup Experience May 2011 - Present
Job Associate Trader at Citi
Industry Financial Services
Experience
Citi August 2013 - Present
Citigroup May 2011 - Present
Citigroup June 2010 - August 2010
Skills
Python
Education
University of Pennsylvania 2007 — 2011
BSE, Systems Engineering
Citi August 2013 - Present
Citigroup May 2011 - Present
Citigroup June 2010 - August 2010
Skills
Python
Education
University of Pennsylvania 2007 — 2011
BSE, Systems Engineering
Alexander Chilton's Citigroup Experience December 2008 - June 2013
Job COO, Municipal Securities Division at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Whitehaven Asset Management June 2013 - April 2015
Citigroup December 2008 - June 2013
Citigroup August 2006 - December 2008
Citigroup August 2005 - August 2006
Skills
R, S-Plus, SQL, Microsoft Excel, Matlab, Visual Basic, Unix, Mathematica, C, Fixed Income, Derivatives
Education
University of Pennsylvania 2004 — 2005
MSE, Systems Engineering, Financial Systems
University of Pennsylvania - The Wharton School 2002 — 2005
BSE, Finance, Operations Information Management
University of Pennsylvania 2001 — 2004
BSE, Manufacturing and Systems Optimization
Morgan Stanley April 2015 - Present
Whitehaven Asset Management June 2013 - April 2015
Citigroup December 2008 - June 2013
Citigroup August 2006 - December 2008
Citigroup August 2005 - August 2006
Skills
R, S-Plus, SQL, Microsoft Excel, Matlab, Visual Basic, Unix, Mathematica, C, Fixed Income, Derivatives
Education
University of Pennsylvania 2004 — 2005
MSE, Systems Engineering, Financial Systems
University of Pennsylvania - The Wharton School 2002 — 2005
BSE, Finance, Operations Information Management
University of Pennsylvania 2001 — 2004
BSE, Manufacturing and Systems Optimization
Julien Le Breton's Citigroup Experience November 2005 - April 2006
Job Analyst
Industry Financial Services
Experience
Regions Financial Corporation November 2006 - April 2009
Citigroup November 2005 - April 2006
Education
Microsoft Certified School (pc professor-Boca Raton/Executive FAU Program) 2009 — 2010
MCDBA/MCITP-SQL 2005, Computer Sience
University of Paris I: Panthéon-Sorbonne 2004 — 2006
Law
Regions Financial Corporation November 2006 - April 2009
Citigroup November 2005 - April 2006
Education
Microsoft Certified School (pc professor-Boca Raton/Executive FAU Program) 2009 — 2010
MCDBA/MCITP-SQL 2005, Computer Sience
University of Paris I: Panthéon-Sorbonne 2004 — 2006
Law
Daniel Khouri's Citigroup Experience July 2002 - August 2004
Job Colchis Capital Management, LP
Industry Investment Management
Experience
Colchis Capital Management, LP December 2014 - Present
Halo Capital Management July 2014 - Present
White Oak Global Advisors LLC October 2012 - May 2014
Atalaya Capital Management March 2011 - August 2012
TTM Capital, LLC March 2009 - March 2011
D.B. Zwirn & Co. August 2004 - October 2008
Citigroup July 2002 - August 2004
Skills
Hedge Funds, Fixed Income, Credit, Private Equity, Special Situations, Distressed Debt, Investments, Alternative Investments, Asset Management, Valuation, Structured Finance, Asset Based Lending, Financial Analysis, Financial Structuring, Structured Products, Financial Services, High Yield, Leveraged Finance, Financial Modeling, Credit Analysis, Investment Management, Corporate Finance, Portfolio Management, Securitization, Financial Technology, Investment Banking, Asset Backed Financing
Education
University of Pennsylvania 1997 — 2002
BAS, BSE, Economics, Systems Engineering
Colchis Capital Management, LP December 2014 - Present
Halo Capital Management July 2014 - Present
White Oak Global Advisors LLC October 2012 - May 2014
Atalaya Capital Management March 2011 - August 2012
TTM Capital, LLC March 2009 - March 2011
D.B. Zwirn & Co. August 2004 - October 2008
Citigroup July 2002 - August 2004
Skills
Hedge Funds, Fixed Income, Credit, Private Equity, Special Situations, Distressed Debt, Investments, Alternative Investments, Asset Management, Valuation, Structured Finance, Asset Based Lending, Financial Analysis, Financial Structuring, Structured Products, Financial Services, High Yield, Leveraged Finance, Financial Modeling, Credit Analysis, Investment Management, Corporate Finance, Portfolio Management, Securitization, Financial Technology, Investment Banking, Asset Backed Financing
Education
University of Pennsylvania 1997 — 2002
BAS, BSE, Economics, Systems Engineering
Scott Pennah's Citigroup Experience September 1998 - April 2009
Job Data Analyst IV Data Architecture Team Santander
Industry Financial Services
Experience
Santander Consumer USA Inc. September 2012 - Present
Vericrest Financial, Inc. February 2012 - April 2012
Saxon Mortgage Morgan Stanley October 2010 - February 2012
Saxon Mortgage Morgan Stanley March 2010 - October 2010
Saxon Mortgage Morgan Stanley April 2009 - March 2010
Citigroup September 1998 - April 2009
Skills
Microsoft SQL Server, SSRS, Data Warehousing, SSIS, Visio, Microstrategy, Access, Analysis, VBA, Informatica, T-SQL, SQL Server, Excel, Data Modeling, iGrafx, Crystal Reports, PL/SQL, Cognos, Data Warehouse..., Dimensional Modeling, Data Quality, Microsoft Excel, SDLC, Erwin, Wherescape Red, Embarcadero, Embarcadero ER Studio, Kimball Methodologies, Database Design, DQS, IDQ, MDS, SSAS 2008, Microsoft BI Suite, Toad, Reporting, SharePoint, Visual Basic, Perforce, Business Intelligence, ETL, Databases, Analytics, Data Analysis
Education
University of North Texas
Marketing
Santander Consumer USA Inc. September 2012 - Present
Vericrest Financial, Inc. February 2012 - April 2012
Saxon Mortgage Morgan Stanley October 2010 - February 2012
Saxon Mortgage Morgan Stanley March 2010 - October 2010
Saxon Mortgage Morgan Stanley April 2009 - March 2010
Citigroup September 1998 - April 2009
Skills
Microsoft SQL Server, SSRS, Data Warehousing, SSIS, Visio, Microstrategy, Access, Analysis, VBA, Informatica, T-SQL, SQL Server, Excel, Data Modeling, iGrafx, Crystal Reports, PL/SQL, Cognos, Data Warehouse..., Dimensional Modeling, Data Quality, Microsoft Excel, SDLC, Erwin, Wherescape Red, Embarcadero, Embarcadero ER Studio, Kimball Methodologies, Database Design, DQS, IDQ, MDS, SSAS 2008, Microsoft BI Suite, Toad, Reporting, SharePoint, Visual Basic, Perforce, Business Intelligence, ETL, Databases, Analytics, Data Analysis
Education
University of North Texas
Marketing
John Horner, CTP's Citigroup Experience 1993 - 2002
Job Chief Investment Officer at HSquared Asset Mgt.
Industry Investment Management
Experience
H-Squared Asset Mgt. September 2005 - September 2011
PV Capital Mgt June 2002 - August 2005
Citigroup 1993 - 2002
CDC Capital 1991 - 1993
Citicorp 1981 - 1991
Education
University of Notre Dame - Mendoza College of Business 1977 — 1981
BBA, Finance
MHR
H-Squared Asset Mgt. September 2005 - September 2011
PV Capital Mgt June 2002 - August 2005
Citigroup 1993 - 2002
CDC Capital 1991 - 1993
Citicorp 1981 - 1991
Education
University of Notre Dame - Mendoza College of Business 1977 — 1981
BBA, Finance
MHR
Carl Cho's Citigroup Experience 2006 - Present
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup 2006 - Present
Education
University of Pennsylvania
BA, Sociology
Citigroup 2006 - Present
Education
University of Pennsylvania
BA, Sociology
Lawrence Zhou's Citigroup Experience May 2005 - June 2007
Job CoFounder, RentHop.com
Industry Financial Services
Experience
RentHop.com June 2009 - Present
Traxis Partners June 2007 - June 2009
Citigroup May 2005 - June 2007
Skills
Financial Modeling, Valuation, Equities, Trading, Derivatives, Bloomberg, Capital Markets, Hedge Funds, Fixed Income, Portfolio Management
Education
University of Pennsylvania 2001 — 2005
BSE, Economics/Finance, Electrical Engineering
RentHop.com June 2009 - Present
Traxis Partners June 2007 - June 2009
Citigroup May 2005 - June 2007
Skills
Financial Modeling, Valuation, Equities, Trading, Derivatives, Bloomberg, Capital Markets, Hedge Funds, Fixed Income, Portfolio Management
Education
University of Pennsylvania 2001 — 2005
BSE, Economics/Finance, Electrical Engineering
Andrew Moelis's Citigroup Experience June 2010 - June 2012
Job Project Manager at L+M Development Partners, Inc.
Industry Financial Services
Experience
L+M Development Partners Inc January 2014 - Present
Empire State Development July 2012 - December 2013
Citigroup June 2010 - June 2012
Skills
Financial Modeling, Capital Markets, Fixed Income, Economics, Series 7, Data Analysis, Series 63, Financial Analysis
Education
University of Pennsylvania 2006 — 2010
BA, Assyriology
University of Pennsylvania 2006 — 2010
Bachelor's degree, History
L+M Development Partners Inc January 2014 - Present
Empire State Development July 2012 - December 2013
Citigroup June 2010 - June 2012
Skills
Financial Modeling, Capital Markets, Fixed Income, Economics, Series 7, Data Analysis, Series 63, Financial Analysis
Education
University of Pennsylvania 2006 — 2010
BA, Assyriology
University of Pennsylvania 2006 — 2010
Bachelor's degree, History
Daniel Portilla Williams's Citigroup Experience March 2010 - April 2011
Job Senior Financial Analyst at Quiksilver
Industry Marketing and Advertising
Experience
Quiksilver July 2014 - April 2015
Lands' End 2013 - 2013
Moore Stephens - Investum October 2011 - 2012
Citigroup March 2010 - April 2011
Lloyds Banking Group July 2009 - March 2010
Ameriprise Financial September 2008 - June 2009
Skills
Investments, Portfolio Management, Corporate Finance, Capital Markets, Asset Allocation, Wealth Management, Bloomberg, Entrepreneurship, Consulting, Problem Solving, Finance, Economics, Strategy, Management, Project Management, Financial Analysis, Financial Modeling, Leadership
Education
University of Notre Dame 2012 — 2014
MBA Candidate, Marketing and Business Leadership
Macalester College 2005 — 2009
Bachelor's degree, Economics
Quiksilver July 2014 - April 2015
Lands' End 2013 - 2013
Moore Stephens - Investum October 2011 - 2012
Citigroup March 2010 - April 2011
Lloyds Banking Group July 2009 - March 2010
Ameriprise Financial September 2008 - June 2009
Skills
Investments, Portfolio Management, Corporate Finance, Capital Markets, Asset Allocation, Wealth Management, Bloomberg, Entrepreneurship, Consulting, Problem Solving, Finance, Economics, Strategy, Management, Project Management, Financial Analysis, Financial Modeling, Leadership
Education
University of Notre Dame 2012 — 2014
MBA Candidate, Marketing and Business Leadership
Macalester College 2005 — 2009
Bachelor's degree, Economics
Shalini Cornelio, PhD's Citigroup Experience 1998 - 2000
Job Partner at Primary iResearch, LLC
Industry Biotechnology
Experience
Primary i-Research, LLC 2009 - Present
Alexandra Investment Management 2006 - 2008
Maximus Capital 2002 - 2006
Oppenheimer & Co. (formerly CIBC World Markets) 2000 - 2002
Citigroup 1998 - 2000
Skills
Strategic Consulting, Equity Research, Investment Management, Portfolio Management, Due Diligence, Investments, Capital, Hedge Funds, Investment Advisory, Pharmaceutical Industry, Equities, Capital Markets, Business Development, Finance, Business Valuation, Competitive Intelligence, Licensing, Medical Devices, Private Equity, Technology Transfer, Mergers & Acquisitions, Biotechnology, Financial Modeling, Strategy, Commercialization, Investor Relations, Valuation, Investment Banking, Private Placements, IPO, Venture Capital, Biopharmaceuticals, Drug Development, Emerging Markets, Market Research, Corporate Development, Securities, M&A experience, Alternative Investments, Asset Management, Angel Investing, Clinical Development, Restructuring, Joint Ventures, Drug Discovery, Patents, Lifesciences, Immunology, Life Sciences
Education
University of Notre Dame
PhD, Immunology (Dept of Biological Sciences)
Memorial Sloan Kettering Cancer Center
Post-doctoral fellow, Cancer research
Mount Carmel College, Bangalore
Primary i-Research, LLC 2009 - Present
Alexandra Investment Management 2006 - 2008
Maximus Capital 2002 - 2006
Oppenheimer & Co. (formerly CIBC World Markets) 2000 - 2002
Citigroup 1998 - 2000
Skills
Strategic Consulting, Equity Research, Investment Management, Portfolio Management, Due Diligence, Investments, Capital, Hedge Funds, Investment Advisory, Pharmaceutical Industry, Equities, Capital Markets, Business Development, Finance, Business Valuation, Competitive Intelligence, Licensing, Medical Devices, Private Equity, Technology Transfer, Mergers & Acquisitions, Biotechnology, Financial Modeling, Strategy, Commercialization, Investor Relations, Valuation, Investment Banking, Private Placements, IPO, Venture Capital, Biopharmaceuticals, Drug Development, Emerging Markets, Market Research, Corporate Development, Securities, M&A experience, Alternative Investments, Asset Management, Angel Investing, Clinical Development, Restructuring, Joint Ventures, Drug Discovery, Patents, Lifesciences, Immunology, Life Sciences
Education
University of Notre Dame
PhD, Immunology (Dept of Biological Sciences)
Memorial Sloan Kettering Cancer Center
Post-doctoral fellow, Cancer research
Mount Carmel College, Bangalore
Ashwin Thapar's Citigroup Experience June 2007 - August 2007
Job Quantitative Macro Research, Portfolio Management and Trading
Industry Financial Services
Experience
AQR Capital Management August 2008 - Present
Citigroup June 2007 - August 2007
Standard Chartered Bank June 2006 - August 2006
Skills
Hedge Funds, Portfolio Management, Bloomberg, Capital Markets, Trading
Education
University of Pennsylvania 2004 — 2008
BA, Mathematics
University of Pennsylvania - The Wharton School 2004 — 2008
BSc, Finance
AQR Capital Management August 2008 - Present
Citigroup June 2007 - August 2007
Standard Chartered Bank June 2006 - August 2006
Skills
Hedge Funds, Portfolio Management, Bloomberg, Capital Markets, Trading
Education
University of Pennsylvania 2004 — 2008
BA, Mathematics
University of Pennsylvania - The Wharton School 2004 — 2008
BSc, Finance
Peter Thorp's Citigroup Experience 1960 - 2000
Job Mature Citizen
Industry Human Resources
Experience
Citicorp/Citibank 1900 - 2012
Citigroup 1960 - 2000
Education
University of Pennsylvania 1954 — 1958
Citicorp/Citibank 1900 - 2012
Citigroup 1960 - 2000
Education
University of Pennsylvania 1954 — 1958
Derek Hafer's Citigroup Experience July 2005 - Present
Job Credit Trading at Citigroup
Industry Financial Services
Experience
Citigroup July 2005 - Present
Education
University of Notre Dame 2001 — 2005
Citigroup July 2005 - Present
Education
University of Notre Dame 2001 — 2005
Gerald Sexton's Citigroup Experience 1991 - December 2012
Job Options Specialist
Industry Financial Services
Experience
Morgan Stanley November 2012 - October 2014
Citigroup 1991 - December 2012
American Stock Exchange February 1977 - January 2005
Charlton,Goin, SLK 1981 - 1990
Skills
Options, Series 7, ETFs, Equities, Securities, Series 63, Trading, Capital Markets, Structured Products, Series 66
Education
University of Notre Dame 1972 — 1976
BA, Economics
Morgan Stanley November 2012 - October 2014
Citigroup 1991 - December 2012
American Stock Exchange February 1977 - January 2005
Charlton,Goin, SLK 1981 - 1990
Skills
Options, Series 7, ETFs, Equities, Securities, Series 63, Trading, Capital Markets, Structured Products, Series 66
Education
University of Notre Dame 1972 — 1976
BA, Economics
Faisel Khan's Citigroup Experience February 2005 - Present
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup February 2005 - Present
Credit Suisse June 1999 - February 2005
Skills
Oil & Gas Industry, Downstream Oil & Gas, Power Generation, Utility Industry, Mineral Exploration, Solar Energy, Wind Energy, Natural Gas, LNG
Education
University of Pennsylvania
Citigroup February 2005 - Present
Credit Suisse June 1999 - February 2005
Skills
Oil & Gas Industry, Downstream Oil & Gas, Power Generation, Utility Industry, Mineral Exploration, Solar Energy, Wind Energy, Natural Gas, LNG
Education
University of Pennsylvania
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
JP Morgan Chase
UBS
JPMorgan Chase & Co.