Citigroup Alternative Investments

Industry: Company

Description

Headquarters: New York City, NY Founded: 2002 Parent organizations: Citigroup, CITIGROUP INVESTMENTS INC Subsidiaries: Citi Infrastructure Investors,

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Citigroup Alternative Investments Employees

Employee
Years
Job
Industry
Brittany Fraser Brittany Fraser Greater New York City Area Details
Brittany Fraser's Citigroup Alternative Investments Experience July 2007 - August 2007
Job Senior Associate
Industry Public Relations and Communications
Experience
KCSA Strategic Communications  February 2010 - March 2013
Kelliher Samets Volk  September 2009 - May 2010
St.Lawrence University  January 2009 - November 2009
Gavin Anderson & Company  July 2008 - August 2008
Citigroup Alternative Investments   July 2007 - August 2007

Skills
Public Relations, Public Relations Skills, Media Relations, Market Research, Crisis Communications, Press Releases, Marketing, Research, Management

Education
St. Lawrence University   2005 — 2009
Bachelors, Psychology & Sociology

Lindsay Byron, LMSW Lindsay Byron, LMSW Greater New York City Area Details
Lindsay Byron, LMSW's Citigroup Alternative Investments Experience May 2007 - September 2007
Job Director of Graduate Support, St. Ignatius School
Industry Education Management
Experience
Columbia University School of Social Work  September 2013 - June 2015
Blue Vista Capital Management, LLC  April 2011 - June 2013
Heitman  May 2011 - May 2012
Bain & Company  July 2010 - March 2011
KTR Capital Partners  May 2009 - June 2010
Macquarie Capital, Private Placement Group   July 2008 - December 2008
Citigroup Alternative Investments   May 2007 - September 2007
LISC MetroEdge   June 2006 - August 2006

Education
Columbia University - Columbia School of Social Work   2013 — 2015
Master’s Degree, Clinical/Medical Social Work

University of Virginia, College of Arts and Sciences   2004 — 2008
Bachelor of Arts (B.A.), English Literature and International Relations (Department of Politics)

Tatiana Segal Tatiana Segal Greater New York City Area Details
Tatiana Segal's Citigroup Alternative Investments Experience 2006 - 2008
Job Partner / Head of Risk Management at SkyBridge Capital
Industry Investment Management
Experience
SkyBridge Capital  September 2011 - Present
Cerberus Capital Management  December 2008 - September 2011
Diamond Lake Investment Group   February 2008 - September 2008
Citigroup Alternative Investments   2006 - 2008
Nomura  2000 - 2005
BNP Paribas  1998 - 2000
Goldman Sachs Asset Management  1995 - 1998
BlackRock  1991 - 1996

Skills
Corporate Governance, Finance, Financial Risk..., Basel III, Corporate Development, Fixed Income, Alternative Investments, Hedge Funds

Education
Columbia University in the City of New York
Economics

Barry Goodman Barry Goodman Greater New York City Area Details
Barry Goodman's Citigroup Alternative Investments Experience December 2005 - April 2007
Job Partner at Grassi & Co.
Industry Accounting
Experience
Grassi & Co.   September 2012 - Present
Marcum LLP  September 2007 - July 2012
Citigroup Alternative Investments   December 2005 - April 2007
PriceWaterhouseCoopers  August 2002 - December 2005
Goldstein, Golub, Kessler   1996 - 1999
Margold Erken Wang   1994 - 1996

Education
Baruch College, City University of New York (CUNY)   1997 — 2000
MS, Taxation

University at Albany, SUNY   1989 — 1993

Sherie Anderson Sherie Anderson Greater New York City Area Details
Sherie Anderson's Citigroup Alternative Investments Experience April 2005 - October 2005
Job Associate Digital Strategist at JUICE Pharma Worldwide
Industry Marketing and Advertising
Experience
JUICE Pharma Worldwide  May 2012 - December 2013
JUICE Pharma Worldwide  March 2011 - May 2012
Sensocare Dental   January 2008 - March 2012
JUICE Pharma Worldwide  January 2010 - March 2011
Virginia Dare Extract Co.  December 2008 - December 2009
Safe Horizon  September 2008 - December 2008
Citigroup Alternative Investments   April 2005 - October 2005

Skills
Microsoft Office, Omniture, Google Analytics, WebTrends Analytics, Web Analytics, Market Research, Internet Market Research, Marketing Research, Competitive Analysis, Social Media, Marketing Communications, Advertising, Analytics, Marketing, Integrated Marketing, Digital Strategy

Education
City University of New York - York College   2013 — 2015
Pre-Medicine/Pre-Medical Studies; Clinical Laboratory Science

New York University, School of Continuing Professional Studies   2011 — 2011

City University of New York-Brooklyn College   2005 — 2009
Bachelor's of Science, Business, Management & Finance

Bill Schriber CAIA Bill Schriber CAIA Houston, Texas Area Details
Bill Schriber CAIA's Citigroup Alternative Investments Experience October 2000 - March 2009
Job Vice President at Merrill Lynch Alternative Investments
Industry Financial Services
Experience
Merrill Lynch Alternative Investments   October 2010 - Present
EIV Capital Management Co., LLC   January 2009 - October 2010
Citigroup Alternative Investments   October 2000 - March 2009
Shuttle America Corporation   March 1996 - March 2000

Skills
Alternative Investments, Investments, Mutual Funds, Hedge Funds, Equities, Series 7, Fixed Income, Fund Of Funds, Asset Managment, Capital Markets, Portfolio Management, Private Equity, Strategic Financial..., Finance, Venture Capital, Wealth Management, Entrepreneurship, Asset Allocation, Asset Management

Education
The University of Texas at Austin   1972 — 1975
Bachelor of Business Administration (B.B.A.), Finance

Allen Parker Allen Parker New York, New York Details
Allen Parker's Citigroup Alternative Investments Experience 2006 - 2008
Job Assistant General Counsel at APG Asset Management
Industry Investment Management
Experience
APG Asset Management  January 2011 - Present
Bain Capital  2008 - 2010
Citigroup Alternative Investments   2006 - 2008
Ropes & Gray LLP  2002 - 2006

Skills
Securities, Private Equity, Due Diligence, Hedge Funds, Asset Management, Alternative Investments, Corporate Law, Cross-border..., Derivatives, Capital Markets, Legal Advice, Mergers & Acquisitions, Investments, Investment Management, Equities, Pension Funds, Fixed Income, Emerging Markets

Education
New York University School of Law   1999 — 2002
Juris Doctorate, Law

Miami University   1995 — 1999
Bachelor of Science (B.S.), Finance, General

Janet Holmes Janet Holmes Greater New York City Area Details
Janet Holmes's Citigroup Alternative Investments Experience 2001 - 2005
Job COO, CCO TAAS Capital Management
Industry Financial Services
Experience
TAAS Capital Management   July 2013 - Present
Citigroup Capital Advisors   August 2009 - June 2013
Dolomite Capital Management   December 2005 - January 2008
Citigroup Alternative Investments   2001 - 2005
PlusFunds   January 2000 - October 2001
Standard & Poors Rating Group   February 1997 - December 1999

Skills
Fund Of Funds, Hedge Funds, Mutual Funds, Alternative Investments, Hedging, Management, Bloomberg, Product Development, Asset Management, Financial Markets, Business Development, Financial Services, Start-ups, Risk Management, Operations Management, Equities, Fixed Income

Education
State University of New York at Albany
BA

Richard Roelofs Richard Roelofs Brooklyn, New York Details
Richard Roelofs's Citigroup Alternative Investments Experience March 2002 - January 2009
Job Retired Attorney
Industry Law Practice
Experience
StepStone Group LLC   November 2011 - April 2015
The Law Offices of Stephen A. Somerstein   January 2009 - January 2010
Citigroup Alternative Investments   March 2002 - January 2009
Citigroup  1985 - 2009
Citigroup Asset Management  January 2001 - March 2002

Skills
Private Equity, Hedge Funds, Alternative Investments, Asset Management, Securities, Fixed Income, Capital Markets, Due Diligence, Equities, Mutual Funds, Investment Banking

Education
New York University School of Law   1979 — 1982
LLM, Taxation

Harvard Law School   1975 — 1978
JD

Duke University   1971 — 1975
BA, Economics

Katherine Molnar, CFA Katherine Molnar, CFA Washington, District Of Columbia Details
Katherine Molnar, CFA's Citigroup Alternative Investments Experience February 1999 - October 2001
Job Senior Investment Officer at Fairfax County Retirement Systems
Industry Financial Services
Experience
Fairfax County Retirement Systems   June 2013 - Present
The Rock Creek Group  February 2012 - May 2012
PineBridge Investments (formerly AIG Investments)   October 2001 - January 2012
Citigroup Alternative Investments   February 1999 - October 2001

Skills
Alternative Investments, Hedge Funds, Asset Management, Investment Management, Portfolio Management, Asset Managment, Equities, Private Equity, Fixed Income, Fund Of Funds, Mutual Funds, Investments, Bloomberg, High Yield, Emerging Markets, Investment Strategies, Asset Allocation, Trading, Due Diligence

Education
University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration/Finance

Jennifer Magro Jennifer Magro New York, New York Details
Jennifer Magro's Citigroup Alternative Investments Experience 1996 - September 2011
Job Executive Director at UBS
Industry Financial Services
Experience
Morgan Stanley Smith Barney  January 1996 - September 2011
Citigroup Alternative Investments   1996 - September 2011

Education
State University of New York College at Oswego   1989 — 1993

State University of New York College at Oswego   1989 — 1993
BS, Accounting

Ashley Tattersall Ashley Tattersall Greater New York City Area Details
Ashley Tattersall's Citigroup Alternative Investments Experience May 2009 - August 2009
Job Institutional Sales at FactSet Research Systems
Industry Computer Software
Experience
FactSet Research Systems  September 2014 - Present
FactSet Research Systems  November 2011 - August 2014
FactSet Research Systems  June 2009 - November 2011
Citigroup Alternative Investments   May 2009 - August 2009

Skills
Financial Modeling, Competitive Analysis, Business Analysis, Data Analysis, Financial Analysis, Equities, Business Development, Account Management, Salesforce.com, CRM, Sales, Bloomberg, SaaS, Analytics, Valuation, Financial Services, Market Research

Education
Penn State University   2005 — 2009
Finance, International Business

John M. Flynn, CFA John M. Flynn, CFA Greater New York City Area Details
John M. Flynn, CFA's Citigroup Alternative Investments Experience May 1998 - April 2004
Job Head of Relationship Management at SKY Harbor Capital
Industry Investment Management
Experience
SKY Harbor Capital Management, LLC  January 2013 - Present
BlackRock  August 2012 - December 2012
BlackRock  October 2010 - July 2012
GE Capital Debt Advisors LLC   October 2009 - October 2010
GE Asset Management  May 2004 - 2009
Citigroup Alternative Investments   May 1998 - April 2004
Morgan Stanley  June 1993 - April 1998

Skills
Credit Derivatives, Investments, Fixed Income, Hedge Funds, Financial Markets, Portfolio Management, ETFs, High Yield Bonds, CRM, Series 63, Financial Structuring, Credit, Relationship Management, Equity Derivatives, Business Development, Alternative Investments, Equities, Investment Management, High Yield, Institutional..., Capital Markets, Loans, Asset Management, Asset Allocation, Finance, Investment Strategies, Chartered Financial..., Leveraged Finance

Education
Fordham Gabelli School of Business   1995 — 1998
MBA, MBA - Finance

Northwestern University - Kellogg School of Management
Executive Education - Credit Training

SUNY Plattsburgh
BS - Accounting

Chris Cummins Chris Cummins Greater New York City Area Details
Chris Cummins's Citigroup Alternative Investments Experience September 1998 - March 2007
Job Chief of Products, Pricing and Contracts at NanoRacks LLC
Industry Defense & Space
Experience
NanoRacks LLC  January 2015 - Present
NanoRacks LLC  March 2010 - January 2015
Citigroup  March 2007 - August 2008
Citigroup Alternative Investments   September 1998 - March 2007
Cummins Consulting   January 1993 - July 1997
NASA  1985 - 1987

Skills
Portfolio Management, Capital Markets, Risk Management, Structured Products, Derivatives, Hedge Funds, Strategic Planning, Due Diligence, Trading, Investment Banking, Mutual Funds, Start-ups, Strategy, Investments, Financial Analysis, Finance, Alternative Investments, Valuation, Banking, Venture Capital, Asset Allocation

Education
New York University - Leonard N. Stern School of Business   1996 — 1997
MS, Financial Engineering

Yale University - Yale School of Management   1987 — 1989
MBA, Production, Finance

Cornell University   1980 — 1984
BS, Physics, Government

Rye High School   1976 — 1980
Regents Diploma

Karen Simard Karen Simard Hartford, Connecticut Area Details
Karen Simard's Citigroup Alternative Investments Experience March 2003 - February 2005
Job Assistant Director at The Hartford
Industry Financial Services
Experience
The Hartford  March 2012 - Present
Travelers Life and Annuity  January 2005 - August 2005
Citigroup Alternative Investments   March 2003 - February 2005
Citigroup Alternative Investments   January 2000 - January 2003
Travelers/Citigroup   January 1997 - January 1999
Travelers  January 1995 - January 1997
Travelers  January 1994 - January 1995
Travelers  January 1993 - January 1994
Travelers Real Estate Investment Company   January 1992 - January 1993

Skills
Business Analysis, Due Diligence, Executive Management, IT Strategy, Insurance, Management, New Business Development, Portfolio Management, Process Improvement, Project Management, Quality Assurance, Real Estate, Training, Vendor Management, Marketing, Investments, Financial Services

Education
University of Connecticut   1980 — 1984
Bachelor of Science, Biology

Bhishek Choksey Bhishek Choksey Greater New York City Area Details
Bhishek Choksey's Citigroup Alternative Investments Experience July 2008 - June 2009
Job Institutional Fund Controller at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  March 2014 - Present
OppenheimerFunds  May 2012 - February 2014
Northern Trust  June 2009 - May 2012
Citigroup Alternative Investments   July 2008 - June 2009
Viteos Capital Market Services Ltd.   May 2007 - June 2008
DataSynapse  January 2007 - June 2007

Skills
Hedge Funds, Alternative Investments, Corporate Finance, Valuation, Due Diligence, Program Management, Operations Management, Business Process..., Financial Analysis, Financial Reporting, Financial Modeling, Financial Services, Legal Documents, Service Level Agreements, Vendor Management, GIPS Compliance, Research, NAV, Financial Audits, Product Development, Budgets, Financial Forecasting, Feasibility Studies, P&L Management, Risk Management, Mutual Funds, Portfolio Management

Education
Baruch College, City University of New York (CUNY)   2005 — 2007
MBA, Finance

University of Mumbai   2003 — 2005
Masters, International Finance

University of Mumbai   2000 — 2003
Bachelor of Business Administration, Accounting and Marketing

Dana Pawlicki Dana Pawlicki Greater New York City Area Details
Dana Pawlicki's Citigroup Alternative Investments Experience 2002 - 2007
Job Managing Partner at Stonington Capital Advisors
Industry Investment Banking
Experience
Stonington Capital Advisors   September 2012 - Present
D-Spin Beverages LLC   August 2012 - Present
Evercore Partners  February 2010 - September 2012
Neuberger Berman/ Lehman Brothers   February 2007 - February 2010
Citigroup Alternative Investments   2002 - 2007
Fried Frank  2000 - 2002
Seward & Kissel LLP  1998 - 2000

Skills
Fundraising, Fund Selection, Sales Management, Due Diligence, Product Development, Product Management, Alternative Investments, Hedge Funds, Private Equity, Private Placements, Fund Accounting, Financial Markets, Securities Regulation, Structured Finance, Capital Markets, Financial Structuring, Mutual Funds, Fund Of Funds, Capital Raising, Mezzanine, Investments, Venture Capital, Series 7, Securities, Funding, Emerging Markets, Financial Modeling, Corporate Finance, Investment Banking, FINRA, Equities, Valuation, Investment Management, Investor Relations, Fixed Income, Corporate Development, Asset Management, Equity Research, M&A experience, IPO, Mergers & Acquisitions

Education
The Ohio State University Fisher College of Business   1996 — 1998
MBA, Corporate Finance, Investment Management

Cornell Law School   1993 — 1996
JD, Corporate/ Business/ Finance

Middlebury College   1990 — 1993
BA, Economics

Western Reserve Academy   1985 — 1989

Jasper Cordero Jasper Cordero Greater New York City Area Details
Jasper Cordero's Citigroup Alternative Investments Experience July 2003 - October 2007
Job Head of North America Delivery at GFT
Industry Financial Services
Experience
GFT  August 2014 - Present
Rule Financial  June 2013 - July 2014
Royal Bank of Canada Capital Markets  May 2011 - May 2013
Capital IQ (Formerly TheMarkets.com)   November 2007 - February 2011
Citigroup Alternative Investments   July 2003 - October 2007
Revitas( Formerly iMANY.com)   April 2002 - July 2003
Sapient  July 1997 - April 2002

Skills
Leadership, Software Project..., Cross-functional Team..., CRM, Business Analysis, Product Management, Team Building, Staff Development, Integration, IT Strategy, SDLC, Equity Research, Software Development, Custom Software..., Capital Markets, Agile Methodologies, Vendor Management, Requirements Analysis, Offshore Software..., Client Delivery, Production Support, Technical Staff..., Technology Solution..., Team Management, Project Portfolio..., Quality Assurance, Business Intelligence, Financial Services, Strategy, Solution Architecture, Management, Project Management, Analysis, Analytics, Requirements Gathering, Consulting, Business Development, Agile Project Management, Enterprise Architecture, Trading Systems, Market Data, PMO, IT Management, Reference Data, Business Process..., Business Process, Data Warehousing, PMP, Business Process..., Program Management

Education
Cornell University   1996 — 1997
Masters, Engineering Management

Cornell University   1992 — 1996
B.S., Civil & Environmental Engineering

Nicole Davis Nicole Davis Greater New York City Area Details
Nicole Davis's Citigroup Alternative Investments Experience November 2002 - December 2005
Job VP, Marketing Communications
Industry Financial Services
Experience
Fred Alger Management, Inc.   June 2008 - Present
Advent Capital Management  May 2007 - May 2008
Tribeca Global Management  December 2005 - May 2007
Citigroup Alternative Investments   November 2002 - December 2005
Goldman Sachs Asset Management  1999 - 2002

Skills
Series 24, Series 7, Investor Relations, Hedge Funds, Marketing Communications, Alternative Investments, Investments, Equities, Mutual Funds, Capital Markets, Emerging Markets, Private Equity, Marketing Strategy, Product Marketing, Product Management, Asset Managment, Digital Marketing, Product Development, Public Relations, Corporate Communications, Management, Financial Services, Marketing

Education
Hampton University
Bachelor of Science (BS), Finance, General

Jackson Memorial High School

Frances Ning, CFA Frances Ning, CFA Greater New York City Area Details
Frances Ning, CFA's Citigroup Alternative Investments Experience September 2006 - August 2008
Job High Yield Credit Research at Hartford Investment Management
Industry Capital Markets
Experience
Bomarket LLC   December 2013 - Present
BlueMountain Capital Management  July 2014 - October 2014
Hartford Investment Management  May 2010 - November 2013
Citigroup Alternative Investments   September 2006 - August 2008
Citigroup Global Markets  July 2004 - June 2006
Bloomberg LLP  June 2003 - June 2004
Goldman Sachs  June 2002 - August 2002
Microsoft Corporation  May 2001 - August 2001

Skills
Capital Markets, Hedge Funds, Fixed Income, Leveraged Finance, Investment Banking, Financial Advisory, Valuation, High Yield, Investments, Derivatives, Credit, Equities, Portfolio Management, Structured Finance, Bonds

Education
Columbia University - Columbia Business School   2013 — 2013
Executive Education, Value Investing

Carnegie Mellon University
MS, BS, Electrical & Computer Engineering

Carnegie Mellon University
BS, Computer Science

Choate Rosemary Hall

Dan O'Connor, CAIA Dan O'Connor, CAIA Greater New York City Area Details
Dan O'Connor, CAIA's Citigroup Alternative Investments Experience 2004 - 2007
Job Director, Institutional Partnerships Americas at CFA Institute
Industry Investment Management
Experience
CFA Institute  May 2014 - Present
City National Rochdale  2012 - 2013
FQS Capital Management (Cayman) Limited   January 2010 - November 2010
Hedgeharbor (subsidiary of Asset Alliance Corporation)   August 2007 - December 2009
Citigroup Alternative Investments   2004 - 2007
Citigroup Asset Management  1998 - 2004
Alliance Capital Management  1997 - 1998

Skills
Structured Products, Private Equity, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Fund Of Funds, Asset Management, Asset Allocation, Investments, Managed Futures, FX, Credit Derivatives, Managed Accounts, Investment Advisory, Pension Funds, Private Wealth..., Separately Managed..., Wealth Management, Institutional Investors, Investor Relations, High Net Worth..., Investment Strategies, Series 7, Series 63, Global Macro, Asset Managment, Financial Markets, Financial Advisory, Hedging, Relationship Management, Investment Management, Equities, Bonds, ETFs, Wealth, Securities, Institutional, Options, Portfolio Management, FINRA, Bloomberg, Equity Trading, Equity Research, Emerging Markets, Capital Markets, Due Diligence, Institutional...

Education
Fordham University Graduate School of Business Administration   2000 — 2003
MBA

Tulane University   1993 — 1997
BS

Keith Roxbury Keith Roxbury Greater New York City Area Details
Keith Roxbury's Citigroup Alternative Investments Experience April 2004 - December 2004
Job Senior Business Technical Analyst at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management  October 2013 - Present
First Reserve Corporation  December 2011 - October 2013
Caxton Associates LP  May 2006 - December 2011
Saranac Capital Management   December 2004 - May 2006
Citigroup Alternative Investments   April 2004 - December 2004
Merrill Lynch  November 1999 - April 2004
Career Blazers  March 1998 - November 1999
United States Marine Corps  September 1993 - July 1997

Skills
Active Directory, Windows 7, Windows Server, Market Data, Disaster Recovery, Powershell, Blackberry Enterprise..., Bloomberg, System Administration, ITIL, Network Administration, VPN, Altiris, Group Policy, Image Capture, Standardization, WSUS, Altiris Deployment..., Altiris Console, Software Installation, Data Center, Microsoft Certified..., Technical Support, Information Technology, Microsoft Exchange, Troubleshooting, Infrastructure, System Deployment, VMware ESX

Education
Norwalk Community College   2010 — 2012
Computer Security

Nicole Zalkin Nicole Zalkin Greater Boston Area Details
Nicole Zalkin's Citigroup Alternative Investments Experience September 2000 - July 2004
Job
Industry Marketing and Advertising
Experience
Loomis Sayles  September 2010 - Present
Feeley & Driscoll, P.C.   April 2004 - September 2010
Citigroup Alternative Investments   September 2000 - July 2004

Skills
Marketing, Social Media, Strategic Planning, Strategy, Competitive Analysis, Business Strategy, Email Marketing, Marketing Communications, Management, Finance, Sales

Education
Boston College - Wallace E. Carroll Graduate School of Management   2005 — 2008
MBA

University of Delaware - Lerner College of Business and Economics   1996 — 2000
BA

Moina Banerjee Moina Banerjee Washington D.C. Metro Area Details
Moina Banerjee's Citigroup Alternative Investments Experience June 2007 - August 2007
Job Principal at The JBG Companies
Industry Real Estate
Experience
The JBG Companies  January 2014 - Present
The JBG Companies  January 2013 - Present
The JBG Companies  August 2010 - December 2012
The Blackstone Group  August 2008 - August 2010
Citigroup Alternative Investments   June 2007 - August 2007
Citigroup  July 2003 - June 2006
Banc of America Securities  2002 - 2002

Education
University of Pennsylvania - The Wharton School   2006 — 2008
MBA, Finance & Real Estate

Georgetown University   1999 — 2003
BSFS, International Economics (Honors) with a Certificate in International Business Diplomacy

Damien Mitchell Damien Mitchell Toronto, Canada Area Details
Damien Mitchell's Citigroup Alternative Investments Experience June 2007 - May 2013
Job Investment Principal at KPMG Direct Investments
Industry Management Consulting
Experience
KPMG  July 2013 - Present
Citigroup Alternative Investments   June 2007 - May 2013
Citigroup Global Markets  June 1999 - June 2007
J.P. Morgan   January 1996 - June 1999

Skills
Private Equity, Investment Banking, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Financial Structuring, Project Finance, Due Diligence, Structured Finance, Equities, Investments, Asset Management, Mergers & Acquisitions, Portfolio Management, Investment Management

Education
University of Melbourne   1990 — 1995
Bachelor of Laws/Commerce, Honours

University of Melbourne   1990 — 1994
Bachelor of Commerce (B.Com.), Accounting and Finance, Honours

Lauren Yorks Lauren Yorks Greater New York City Area Details
Lauren Yorks's Citigroup Alternative Investments Experience 1999 - 2008
Job Product Developer
Industry Banking
Experience
Citi Alternative Investments  1999 - 2008
Citigroup Alternative Investments   1999 - 2008
Credit Suisse First Boston  1997 - 2001
RBS Greenwich Capital  September 1996 - May 1997
NatWest Markets  June 1995 - September 1996

Education
Cornell University   1991 — 1995

Joel T. Levenberg Joel T. Levenberg Greater New York City Area Details
Joel T. Levenberg's Citigroup Alternative Investments Experience March 2004 - March 2007
Job Senior Compliance Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial  October 2013 - Present
Deutsche Bank  March 2013 - October 2013
Morgan Stanley  June 2010 - March 2013
Barclays Capital  June 2009 - June 2010
Goldman Sachs  March 2007 - April 2009
Citigroup Alternative Investments   March 2004 - March 2007
Citigroup  2000 - 2005
Citigroup Private Bank  2000 - 2005
Citibank  1987 - 1994

Skills
Information Security, Change Management, Corporate Communications, Records Management, Risk Management, Operations Management, Internal Audit, Vendor Management, Business Analysis, Management, Strategy, IT Management, Security, Integration, Software Documentation, Project Management, Training

Education
Indiana University Bloomington   1972 — 1980
Ph.D., Languages

Middlebury College   1968 — 1972
B.A., Languages

Scott Romero Scott Romero Greater New York City Area Details
Scott Romero's Citigroup Alternative Investments Experience 2005 - 2006
Job VP at Nomura Securities
Industry Financial Services
Experience
Nomura Holding America Inc.  February 2007 - Present
Citigroup Alternative Investments   2005 - 2006

Education
Rutgers University-New Brunswick   2002 — 2003

John Lasala John Lasala Greater New York City Area Details
John Lasala's Citigroup Alternative Investments Experience July 2004 - Present
Job Citi Alternative Investments
Industry Investment Management
Experience
Citigroup Alternative Investments   July 2004 - Present
Goldman Sachs  October 2000 - July 2004
Greenberg Traurig, LLP  April 1994 - October 2000

Education
London Business School   2007 — 2009
MBA

New York Law School   1991 — 1994
JD, Corporate Law

University of North Carolina at Chapel Hill   1987 — 1991
BA, English

Choate Rosemary Hall   1983 — 1987

Steven Pavlovic Steven Pavlovic Greater New York City Area Details
Steven Pavlovic's Citigroup Alternative Investments Experience March 2005 - June 2005
Job Internal Advisor Consultant
Industry Financial Services
Experience
PIMCO  February 2012 - Present
AllianceBernstein  June 2005 - February 2012
Citigroup Alternative Investments   March 2005 - June 2005
Virtus Investment Partners  2002 - 2005

Skills
Series 7, Series 63, Retirement Planning, Investments, Separately Managed..., Wealth Management, Equities, Asset Managment, Mutual Funds, Bloomberg, Alternative Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Advisory, Asset Management, Investment Strategies, Securities

Education
Manhattan College   1991 — 1995
BS, Finance

Rodney Sanders Jr Rodney Sanders Jr New York, New York Details
Rodney Sanders Jr's Citigroup Alternative Investments Experience May 2007 - February 2013
Job Corporate Finance Business Information Security Officer
Industry Financial Services
Experience
Citi  May 2014 - Present
Citigroup  April 2014 - Present
Citigroup Alternative Investments   May 2007 - February 2013
Morgan Stanley Investment Management  May 2004 - 2007
Citigroup Asset Management  2000 - 2004
Soros Fund Management  1999 - 1999

Skills
Microsoft Office, C++, SQL, Business Objects, Hedge Funds, Alternative Investments, Fund Administration, Fixed Income, Private Equity, Asset Managment, Fund Accounting, SDLC, Financial Analysis, Equities, Bloomberg, Business Analysis, Capital Markets, Equity Research, Investment Banking, Derivatives, Financial Modeling, Valuation, Project Management, Portfolio Management, Securities, Analysis, Investments, Fund Of Funds, Finance, Mutual Funds, Asset Management

Education
University at Albany, SUNY   1995 — 2000
B.S., Actuarial and Mathematical Science

Mount Saint Michael Academy   1991 — 1995

Katerina Kladias Katerina Kladias Greater New York City Area Details
Katerina Kladias's Citigroup Alternative Investments Experience June 2006 - September 2006
Job Investor Relations and Marketing Associate at Glenview Capital
Industry Financial Services
Experience
Glenview Capital  June 2008 - Present
Abbott Capital Management, LLC  January 2007 - June 2008
Citigroup Alternative Investments   June 2006 - September 2006

Skills
Hedge Funds, Investor Relations, Bloomberg, Alternative Investments

Education
Hofstra University   2004 — 2006

Stephen Lee, Ph.D., CIMA Stephen Lee, Ph.D., CIMA Greater New York City Area Details
Stephen Lee, Ph.D., CIMA's Citigroup Alternative Investments Experience June 2002 - December 2003
Job Regional Vice President, Investment Consultant, at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US  March 2006 - Present
Independent Hedge Fund Sales and Marketing Consultant   2004 - 2005
Citigroup Alternative Investments   June 2002 - December 2003
KPG Investments LLC   August 2000 - June 2002
JP Morgan  1999 - 2000
Deutsche Bank  1998 - 1999

Skills
Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Hedge Funds, Investment Advisory, Asset Management, Investment Banking, Investments, ETFs, Series 63, Fixed Income, Portfolio Management, Separately Managed..., High Net Worth..., Uniform Combined State..., Institutional Sales, Mutual Funds, Investment Management, Investment Strategies, Securities, Series 65, FINRA, Wealth Management..., Series 24, 401k, Equities, Retirement Planning, Bonds, Series 6, Retirement, Institutional..., Financial Advisory, Wealth, Estate Planning, Series 7, Relationship Management

Education
Columbia University in the City of New York   1988 — 1997
PhD, Modern European History

Stony Brook University   1978 — 1984
MA, History

Stony Brook University   1978 — 1982
Bachelor of Arts (BA), History

Zahid Siddique Zahid Siddique Greater New York City Area Details
Zahid Siddique's Citigroup Alternative Investments Experience May 2004 - August 2004
Job Vice President and Research Analyst at Gabelli Asset Management
Industry Financial Services
Experience
Gabelli Asset Management  June 2005 - Present
Citigroup Alternative Investments   May 2004 - August 2004

Skills
Equities, Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Hedge Funds, Alternative Investments, Equity Research, Investments, Credit Analysis, Valuation, Financial Modeling, Bloomberg, Fixed Income, Capital Markets, Private Equity, Investment Strategies, Investment Management, Investment Banking, Corporate Finance, Trading

Education
Columbia University - Columbia Business School   2003 — 2005
MBA, Finance

Columbia Engineering   1994 — 1996
BS, Industrial Engineering

Hamilton College   1991 — 1994
BA, Mathematics

Kevin McCaffrey Kevin McCaffrey New York, New York Details
Kevin McCaffrey's Citigroup Alternative Investments Experience 2003 - 2007
Job President at Law Finance Group
Industry Financial Services
Experience
Law Finance Group  September 2014 - Present
Citi  June 2010 - June 2014
Southgate Alternative Investment Strategies   2008 - 2009
Citigroup Alternative Investments   2003 - 2007
Salomon Smith Barney  1997 - 2002

Skills
Equity Research, Investments, Equities, Alternative Investments, Private Equity, Hedge Funds, Capital Markets

Education
Amherst College   1982 — 1986
Bachelor of Arts (B.A.), Economics & Pyschology

Northfield Mount Hermon

Shruti Gongle Shruti Gongle Greater New York City Area Details
Shruti Gongle's Citigroup Alternative Investments Experience 2003 - 2006
Job AVP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  May 2011 - Present
Credit Suisse  August 2009 - May 2011
Lehman Brothers  July 2006 - December 2008
Citigroup Alternative Investments   2003 - 2006
Techlead software engineering Pvt.Ltd.   2000 - 2003

Skills
Sybase, Fixed Income, Investment Banking, Derivatives, Capital Markets, Equities, Trading Systems, SDLC, Portfolio Management, Business Analysis, Asset Managment, Hedge Funds, Prime Brokerage, Software Project..., Business Objects, FX Options, Market Data, Informatica, Risk Management, Agile Methodologies, Financial Services, Bloomberg

Education
Bharati Vidyapeeth   1995 — 1999
BE, Electonics

Christopher Haney, CSPO Christopher Haney, CSPO Dallas/Fort Worth Area Details
Christopher Haney, CSPO's Citigroup Alternative Investments Experience April 1999 - November 1999
Job Product Manager at Dealertrack Technologies
Industry Computer Software
Experience
KPMG US  June 2007 - October 2012
Citi  September 2004 - May 2007
Citigroup Corporate Center   June 2002 - September 2004
Citigroup  December 1999 - June 2002
Citigroup Alternative Investments   April 1999 - November 1999
Chase Manhattan Bank Document Processing Center   January 1999 - March 1999

Skills
Agile Project Management, SDLC, Project Management, Business Analysis, Business Process, Information Technology, Requirements Analysis, Data Analysis, Scrum, E-Discovery Consulting, Databases, Change Management, IT Management, Business Process..., Management, PMP, Software Project..., Program Management, Integration, IT Strategy, Process Improvement, Agile Methodologies, Management Consulting, Consulting, Business Requirements, Data Warehousing

Education
Stephen F. Austin State University   1988 — 1991
Bachelor of Music, Vocal Performance

Texas Christian University   1985 — 1988
Bachelor of Fine Arts (B.F.A.), Music Performance, General

Andrew Feldman Andrew Feldman Greater New York City Area Details
Andrew Feldman's Citigroup Alternative Investments Experience 1996 - 2005
Job Chief Legal Officer at BroadRiver Asset Management, L.P.
Industry Financial Services
Experience
BroadRiver Asset Management, L.P.   November 2014 - Present
Crossbow Capital Management   July 2013 - November 2014
Chichester Capital Management LP   July 2009 - June 2013
Proxima Alfa Investments (USA) LLC (formerly VegaPlus Capital Partners (USA) LLC)   June 2005 - July 2009
Citigroup Alternative Investments   1996 - 2005
Smith Barney Inc.  1993 - 1996
Salomon Brothers  1992 - 1993
Paul Weiss  1989 - 1991
US-Japan Fulbright Commission   1988 - 1989
U.S.. Securities and Exchange Commission   1986 - 1988

Education
University of North Carolina School of Law   1980 — 1983
JD

Cornell University   1976 — 1980
BA

American School in Japan   1974 — 1976

Carolyn Bendana Carolyn Bendana Greater New York City Area Details
Carolyn Bendana's Citigroup Alternative Investments Experience 2004 - 2007
Job Accounting Analyst at Church Pension Group
Industry Investment Management
Experience
Church Pension Group  February 2009 - Present
Ark Asset Management  August 2007 - April 2010
Citigroup Alternative Investments   2004 - 2007

Skills
Financial Modeling, Risk Management, Business Analysis, Financial Reporting, Financial Analysis, Alternative Investments, Private Equity, Asset Management, Investments, Portfolio Management, Fixed Income, Hedge Funds

Education
Baruch College, City University of New York (CUNY)   1999 — 2004
Bachelors, Finance & Investments

Junaid Siddiqui Junaid Siddiqui Greater New York City Area Details
Junaid Siddiqui's Citigroup Alternative Investments Experience 2005 - 2008
Job Portfolio Manager at Citigroup
Industry Investment Management
Experience
Citigroup  January 2009 - Present
Citigroup Alternative Investments   2005 - 2008
Citigroup  July 1999 - November 2005
Salomon Brothers  July 1997 - July 1999

Skills
Capital Markets, Hedge Funds, Portfolio Management

Education
University of North Carolina at Chapel Hill   1993 — 1997
B.S., Business Adminstration concentration in Finance

Jason Seo, CFA Jason Seo, CFA Greater New York City Area Details
Jason Seo, CFA's Citigroup Alternative Investments Experience 2001 - 2004
Job Portfolio Manager / Investment Strategist
Industry Investment Management
Experience
Castle Asset Management   November 2014 - Present
Covestor  April 2014 - November 2014
Neuberger Berman  February 2011 - February 2014
New Amsterdam Partners  June 2006 - February 2011
Standard & Poor's   June 2004 - April 2006
Citigroup Alternative Investments   2001 - 2004

Skills
Value Investing, Financial Modeling, Valuation, Equity Research, Hedge Funds, Equities, Bloomberg, Alternative Investments, Investment Management, Asset Management, Investment Strategies, Fixed Income, Equity Valuation, Capital Markets, Portfolio Management

Education
New York University - Leonard N. Stern School of Business   2007 — 2010
MBA, Financial Instruments and Markets, Corporate Finance and Accounting

Penn State University
B.S., Accounting

Darryl Johnson, CPA Darryl Johnson, CPA Greater New York City Area Details
Darryl Johnson, CPA's Citigroup Alternative Investments Experience 2000 - 2007
Job Deputy CFO at NYS Housing Agency
Industry Financial Services
Experience
New York State Homes & Community Renewal  November 2013 - Present
Department of Citywide Administrative Services  December 2012 - February 2013
Rockefeller & Co., Inc.   November 2009 - December 2011
StoneWater Capital   2008 - 2009
Citigroup Alternative Investments   2000 - 2007
PricewaterhouseCoopers  1998 - 2000
Lehman Brothers  1990 - 1997

Skills
Accounting, Outlook, Internal Controls, Financial Accounting, Corporate Finance, Auditing, Financial Analysis, Financial Reporting, Process Improvement, Capital Markets, Internal Audit, Management, Variance Analysis, Financial Services, Finance, Financial Statements, GAAP, Budgets, Consolidation

Education
Pace University
Bachelor of Business Administration (BBA), Accounting

SUNY Levin Institute

Oren Yerushalmi Oren Yerushalmi Greater New York City Area Details
Oren Yerushalmi's Citigroup Alternative Investments Experience June 2007 - September 2007
Job Associate at Bruckmann, Rosser, Sherrill & Co.
Industry Investment Banking
Experience
Bruckmann, Rosser, Sherrill & Co.   February 2011 - Present
Wachovia / Wells Fargo Securities   June 2008 - February 2011
CITIGROUP ALTERNATIVE INVESTMENTS   June 2007 - September 2007
Studley, Inc.   May 2006 - September 2006
Merrill Lynch  January 2006 - May 2006

Education
Emory University   2004 — 2008
BBA, Finance/Organization & Management

ESADE University   2006 — 2006
Finance and Organization/Management

Jeffrey L. Gould Jeffrey L. Gould Boston, Massachusetts Details
Jeffrey L. Gould's Citigroup Alternative Investments Experience 2007 - 2008
Job CoHead of Global Distribution, Global Institutional Management
Industry Investment Management
Experience
Putnam Investments  January 2015 - Present
Lazard Asset Management  2009 - 2014
Citigroup Alternative Investments   2007 - 2008
Renaissance Technologies Corp.   2005 - 2007

Skills
Series 63, Investment Banking, Alternative Investments, Financial Modeling, Management, Fund Of Funds, Institutional..., Bonds, Hedge Funds, Risk Management, Asset Management, Financial Analysis

Education
Lake Forest College
Bachelor's Degree

Brad Stehle Brad Stehle United States Details
Brad Stehle's Citigroup Alternative Investments Experience January 2001 - September 2007
Job
Industry
Experience
Unigestion  2007 - Present
Citigroup Alternative Investments   January 2001 - September 2007

Skills
Alternative Investments, Operational Due..., Investment Management, Hedge Funds

Education
Seton Hall University
Finance

Matt Bruch Matt Bruch Greater New York City Area Details
Matt Bruch's Citigroup Alternative Investments Experience July 2008 - September 2008
Job Investment Analyst at Shumway Capital
Industry Financial Services
Experience
Shumway Capital  February 2013 - Present
Hawkeye Capital Management   July 2011 - February 2013
Citigroup  July 2009 - June 2011
Citigroup Alternative Investments   July 2008 - September 2008

Education
Stanford University   2005 — 2009
B.A., Economics

Shujaat Islam Shujaat Islam New York, New York Details
Shujaat Islam's Citigroup Alternative Investments Experience 2005 - 2008
Job Portfolio Manager at Simina Capital Adivsors
Industry Investment Management
Experience
Simina Capital Advisors   2013 - Present
C12 Capital Management  2009 - 2013
Barclays Capital  2008 - 2009
Citigroup Alternative Investments   2005 - 2008
Morgan Stanley  1994 - 2005

Education
Harvard University
MS, Applied Mathematics

Harvard University
AB, Computer Science

Alex Duncan, CFA Alex Duncan, CFA Greater New York City Area Details
Alex Duncan, CFA's Citigroup Alternative Investments Experience October 2001 - September 2003
Job Senior Research Analyst at Phoenix Investment Adviser, LLC
Industry Financial Services
Experience
Phoenix Investment Adviser, LLC  December 2012 - Present
Par Four Investment Management   September 2003 - December 2012
Citigroup Alternative Investments   October 2001 - September 2003
MetLife Investments  July 1999 - September 2001

Skills
Financial Modeling, Valuation, Equities, Investments, Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Financial Analysis, Hedge Funds, Private Equity, Portfolio Management, Alternative Investments

Education
Drew University   1995 — 1999
Bachelor of Arts (B.A.), Economics

William H. Hall high school

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