Citigroup Corporate and Investment Bank
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. CEO: Michael Corbat (Oct 16, 2012–) Headquarters: New York City, NY Customer service: 1 (888) 248-4226 Number of employees: 204,000 (2018) Subsidiaries: Citibank, Banamex, Citicorp, Aeroméxico, Did you know: Citigroup is the third-largest bank in the US by total assets ($1,925 B). wikipedia.org
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Citigroup Corporate and Investment Bank Employees
Employee
Years
Job
Industry
Ari Barkan Ari Barkan's Citigroup Corporate and Investment Bank Experience June 1997 - February 2006
Job Kohlberg Kravis Roberts & Co
Industry Investment Management
Experience
Kohlberg Kravis Roberts & Co July 2012 - Present
Credit Suisse March 2009 - June 2012
Citi Alternative Investments 2006 - February 2009
Citigroup Corporate and Investment Bank June 1997 - February 2006
Bank Austria Creditanstalt August 1995 - August 1996
Skills
Alternative Investments, Hedge Funds, Private Equity, Real Estate, Commodities, Infrastructure, Credit, Asset Management, Commodity, Equities, Financial Markets, Fixed Income, Institutional..., Investments, Capital Markets, Emerging Markets
Education
Columbia University - School of International and Public Affairs 1994 — 1997
MA, International Banking
University of California, Berkeley 1987 — 1991
Bachelor of Arts (BA), Political Science
Kohlberg Kravis Roberts & Co July 2012 - Present
Credit Suisse March 2009 - June 2012
Citi Alternative Investments 2006 - February 2009
Citigroup Corporate and Investment Bank June 1997 - February 2006
Bank Austria Creditanstalt August 1995 - August 1996
Skills
Alternative Investments, Hedge Funds, Private Equity, Real Estate, Commodities, Infrastructure, Credit, Asset Management, Commodity, Equities, Financial Markets, Fixed Income, Institutional..., Investments, Capital Markets, Emerging Markets
Education
Columbia University - School of International and Public Affairs 1994 — 1997
MA, International Banking
University of California, Berkeley 1987 — 1991
Bachelor of Arts (BA), Political Science
Patrick Reardon Patrick Reardon's Citigroup Corporate and Investment Bank Experience 2004 - 2006
Job Executive Director BBVA
Industry Investment Banking
Experience
BBVA Corporate & Investment Banking 2011 - Present
Trinity Commons Foundation 2010 - Present
The Presidio Group 2008 - 2011
Price College of Business - MBA Advisory Board 2000 - 2010
Citi Capital Strategies 2006 - 2008
Citigroup Corporate and Investment Bank 2004 - 2006
Salomon Smith Barney 2000 - 2004
Salomon Smith Barney 1997 - 2000
Salomon Brothers 1996 - 1996
Arthur Andersen 1991 - 1995
Skills
Investment Banking, Mergers, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Investments, Venture Capital, Financial Structuring, Equities, Project Finance, Banking, Finance, Financial Advisory, Private Equity, Entrepreneurship
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
University of Oklahoma - Price College of Business 1987 — 1991
BBA, Accounting
BBVA Corporate & Investment Banking 2011 - Present
Trinity Commons Foundation 2010 - Present
The Presidio Group 2008 - 2011
Price College of Business - MBA Advisory Board 2000 - 2010
Citi Capital Strategies 2006 - 2008
Citigroup Corporate and Investment Bank 2004 - 2006
Salomon Smith Barney 2000 - 2004
Salomon Smith Barney 1997 - 2000
Salomon Brothers 1996 - 1996
Arthur Andersen 1991 - 1995
Skills
Investment Banking, Mergers, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Investments, Venture Capital, Financial Structuring, Equities, Project Finance, Banking, Finance, Financial Advisory, Private Equity, Entrepreneurship
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
University of Oklahoma - Price College of Business 1987 — 1991
BBA, Accounting
David Lavins David Lavins's Citigroup Corporate and Investment Bank Experience June 2001 - August 2001
Job Vice President at Ridgemont Equity Partners
Industry Venture Capital & Private Equity
Experience
Ridgemont Equity Partners August 2010 - Present
Banc of America Capital Investors January 2008 - August 2010
Banc of America Capital Investors August 2005 - December 2007
Bain & Company August 2004 - July 2005
Bain & Company September 2002 - August 2004
Citigroup Corporate and Investment Bank June 2001 - August 2001
Skills
Private Equity, Due Diligence, Financial Modeling, M&A experience, Management Consulting, Healthcare, Urgent Care, Revenue Cycle Management, RIAs
Education
Dartmouth College 1998 — 2002
Bachelor of Arts (B.A.), Economics and philosophy
Episcopal Academy
Ridgemont Equity Partners August 2010 - Present
Banc of America Capital Investors January 2008 - August 2010
Banc of America Capital Investors August 2005 - December 2007
Bain & Company August 2004 - July 2005
Bain & Company September 2002 - August 2004
Citigroup Corporate and Investment Bank June 2001 - August 2001
Skills
Private Equity, Due Diligence, Financial Modeling, M&A experience, Management Consulting, Healthcare, Urgent Care, Revenue Cycle Management, RIAs
Education
Dartmouth College 1998 — 2002
Bachelor of Arts (B.A.), Economics and philosophy
Episcopal Academy
Kathleen (Marion) Sarcone, PMP's Citigroup Corporate and Investment Bank Experience 2001 - 2003
Job Product and Operations Manager
Industry Financial Services
Experience
Mercer September 2014 - Present
Prudential Financial January 2014 - September 2014
Marsh March 2010 - April 2013
Marsh, Inc. December 2003 - March 2010
Citigroup Corporate and Investment Bank 2001 - 2003
Marsh, Inc. April 1999 - January 2001
Andersen Consulting 1997 - 1999
Health Management Systems 1995 - 1997
Skills
Change Management, Program Management, Project Management, Operations Management, Cross-functional Team..., Data Analysis, Business Analysis, Business Process..., SDLC, Integration, Outsourcing, PMO, Risk Management, Leadership, Operational Risk..., Matrix Management, PMP, Strategy, Client-centric, Business Process, Governance, Property & Casualty..., Team Management, UAT coordination, Corporate Communications, Process Management, Access Database, Consulting, Training, Deployment Strategies, Managed Services, PowerPoint, Microsoft Excel, MS Project, Visio, Problem solving, Creative Problem Solving, Project Portfolio..., IT Strategy, Process Improvement
Education
University of Notre Dame
BBA, MIS
Mercer September 2014 - Present
Prudential Financial January 2014 - September 2014
Marsh March 2010 - April 2013
Marsh, Inc. December 2003 - March 2010
Citigroup Corporate and Investment Bank 2001 - 2003
Marsh, Inc. April 1999 - January 2001
Andersen Consulting 1997 - 1999
Health Management Systems 1995 - 1997
Skills
Change Management, Program Management, Project Management, Operations Management, Cross-functional Team..., Data Analysis, Business Analysis, Business Process..., SDLC, Integration, Outsourcing, PMO, Risk Management, Leadership, Operational Risk..., Matrix Management, PMP, Strategy, Client-centric, Business Process, Governance, Property & Casualty..., Team Management, UAT coordination, Corporate Communications, Process Management, Access Database, Consulting, Training, Deployment Strategies, Managed Services, PowerPoint, Microsoft Excel, MS Project, Visio, Problem solving, Creative Problem Solving, Project Portfolio..., IT Strategy, Process Improvement
Education
University of Notre Dame
BBA, MIS
Jack Ciak, Sc.D. Jack Ciak, Sc.D.'s Citigroup Corporate and Investment Bank Experience January 2004 - October 2004
Job Independent Scholar seeking teaching, research and practitioner assignments in communication, management and marketing.
Industry Public Relations and Communications
Experience
Seton Hill University August 2005 - May 2013
Central Connecticut State University 2005 - 2005
Naugatuck Valley Community College 2005 - 2005
Citigroup Corporate and Investment Bank January 2004 - October 2004
Citigroup Global Transaction Services May 1996 - December 2003
Sacred Heart University January 1997 - May 1999
University of Bridgeport September 1997 - May 1998
University of Connecticut September 1997 - December 1997
Citicorp Global Finance Group 1992 - 1994
Citicorp Corporate Finance 1988 - 1992
Skills
Leadership, Strategy, Corporate Communications, Public Relations, Higher Education, Management Education, Integrated Marketing..., Financial Communication, Public Speaking, Teaching, Professional Development, Corporate Writing, Editing, Photography, Fine Art Photography, Program Management, Internal Communications, Speech Writing, Management, Marketing, Have camera, will travel, Marketing Communications, Event Planning, Research
Education
University of New Haven
Sc.D., Management Systems
The University of Connecticut 1977 — 1979
MBA, Management
Fairfield University 1973 — 1976
MA, Communication
Georgetown University 1965 — 1969
BA, English
Seton Hill University August 2005 - May 2013
Central Connecticut State University 2005 - 2005
Naugatuck Valley Community College 2005 - 2005
Citigroup Corporate and Investment Bank January 2004 - October 2004
Citigroup Global Transaction Services May 1996 - December 2003
Sacred Heart University January 1997 - May 1999
University of Bridgeport September 1997 - May 1998
University of Connecticut September 1997 - December 1997
Citicorp Global Finance Group 1992 - 1994
Citicorp Corporate Finance 1988 - 1992
Skills
Leadership, Strategy, Corporate Communications, Public Relations, Higher Education, Management Education, Integrated Marketing..., Financial Communication, Public Speaking, Teaching, Professional Development, Corporate Writing, Editing, Photography, Fine Art Photography, Program Management, Internal Communications, Speech Writing, Management, Marketing, Have camera, will travel, Marketing Communications, Event Planning, Research
Education
University of New Haven
Sc.D., Management Systems
The University of Connecticut 1977 — 1979
MBA, Management
Fairfield University 1973 — 1976
MA, Communication
Georgetown University 1965 — 1969
BA, English
Nora Omarova Nora Omarova's Citigroup Corporate and Investment Bank Experience March 2004 - June 2007
Job Strategic Risk Research at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP February 2012 - Present
Hagin Investment Management November 2011 - February 2012
ING Investment Management June 2007 - June 2011
Citigroup, Corporate and Investment Bank March 2004 - June 2007
Citigroup Inc., Corporate Center April 1999 - March 2004
Skills
Asset Managment, Emerging Markets, Options, Risk Management, Asset Management, Portfolio Management, Financial Risk, Derivatives, Market Risk, Economics, Investment Strategies, Asset Allocation, Mutual Funds, Financial Services, Finance, Strategy, Bloomberg
Education
Columbia University - Columbia Business School 1995 — 1999
MS, International Finance
Columbia University - School of International and Public Affairs 1993 — 1995
MIA, International Banking and Finance
Bloomberg LP February 2012 - Present
Hagin Investment Management November 2011 - February 2012
ING Investment Management June 2007 - June 2011
Citigroup, Corporate and Investment Bank March 2004 - June 2007
Citigroup Inc., Corporate Center April 1999 - March 2004
Skills
Asset Managment, Emerging Markets, Options, Risk Management, Asset Management, Portfolio Management, Financial Risk, Derivatives, Market Risk, Economics, Investment Strategies, Asset Allocation, Mutual Funds, Financial Services, Finance, Strategy, Bloomberg
Education
Columbia University - Columbia Business School 1995 — 1999
MS, International Finance
Columbia University - School of International and Public Affairs 1993 — 1995
MIA, International Banking and Finance
Shane Goodwin's Citigroup Corporate and Investment Bank Experience 2000 - 2006
Job Investment Banker & Adjunct Professor of Finance (Visiting Research Scholar and Executive in Residence)
Industry Investment Banking
Experience
The University of Texas at Dallas January 2013 - Present
Argus Capital Partners 2009 - Present
Wells Fargo Securities 2010 - 2015
Goldman, Sachs & Co. 2006 - 2009
Citigroup Corporate and Investment Bank 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1999 - 2000
GE Capital 1995 - 1999
Skills
Capital Markets, Private Equity, Mergers, Corporate Governance, Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Acquisitions, Financial Analysis, Fixed Income, Investments, Leadership, Entrepreneurship, Finance, Restructuring, LBO, Corporate Finance, Corporate Law, Venture Capital, Equities, Banking, Capital, Corporate Development, Capital Raising, M&A experience, Financial Structuring, Structured Finance, Due Diligence, Leveraged Finance, Private Placements, Bonds, Business Valuation, Alternative Investments, IPO, Investor Relations, Portfolio Management, Equity Research, Emerging Markets, Asset Management, Hedge Funds, Equity Valuation, Capital Structure, Securities, DCF, Debt Restructuring, Bloomberg, Equity Capital Markets
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance
The University of Chicago Booth School of Business
Graduate Studies, Economics
Oklahoma State University - Spears School of Business
Doctor of Philosophy (Ph.D.), Business Administration, Finance
The University of Tulsa - Collins College of Business
Bachelor of Business Administration (BBA), Business
The University of Texas at Dallas January 2013 - Present
Argus Capital Partners 2009 - Present
Wells Fargo Securities 2010 - 2015
Goldman, Sachs & Co. 2006 - 2009
Citigroup Corporate and Investment Bank 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1999 - 2000
GE Capital 1995 - 1999
Skills
Capital Markets, Private Equity, Mergers, Corporate Governance, Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Acquisitions, Financial Analysis, Fixed Income, Investments, Leadership, Entrepreneurship, Finance, Restructuring, LBO, Corporate Finance, Corporate Law, Venture Capital, Equities, Banking, Capital, Corporate Development, Capital Raising, M&A experience, Financial Structuring, Structured Finance, Due Diligence, Leveraged Finance, Private Placements, Bonds, Business Valuation, Alternative Investments, IPO, Investor Relations, Portfolio Management, Equity Research, Emerging Markets, Asset Management, Hedge Funds, Equity Valuation, Capital Structure, Securities, DCF, Debt Restructuring, Bloomberg, Equity Capital Markets
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance
The University of Chicago Booth School of Business
Graduate Studies, Economics
Oklahoma State University - Spears School of Business
Doctor of Philosophy (Ph.D.), Business Administration, Finance
The University of Tulsa - Collins College of Business
Bachelor of Business Administration (BBA), Business
Megan Brosterman Megan Brosterman's Citigroup Corporate and Investment Bank Experience July 2001 - July 2003
Job Co Founder & CFO at Victoria Road LLC
Industry Apparel & Fashion
Experience
Victoria Road LLC May 2014 - Present
Debevoise & Plimpton January 2008 - August 2012
Akin Gump Strauss Hauer & Feld LLP September 2006 - December 2007
Citigroup Corporate and Investment Bank July 2001 - July 2003
Education
Columbia Law School 2003 — 2006
J.D.
University of Virginia 1997 — 2001
B.A., Economics, French
Victoria Road LLC May 2014 - Present
Debevoise & Plimpton January 2008 - August 2012
Akin Gump Strauss Hauer & Feld LLP September 2006 - December 2007
Citigroup Corporate and Investment Bank July 2001 - July 2003
Education
Columbia Law School 2003 — 2006
J.D.
University of Virginia 1997 — 2001
B.A., Economics, French
Steve McDermid Steve McDermid's Citigroup Corporate and Investment Bank Experience July 2001 - July 2004
Job Partner at Andreessen Horowitz
Industry Venture Capital & Private Equity
Experience
Andreessen Horowitz April 2013 - Present
Stifel Nicolaus (fka Thomas Weisel Partners) July 2010 - March 2013
Thomas Weisel Partners July 2006 - July 2010
Citigroup Corporate and Investment Bank July 2001 - July 2004
Skills
Investment Banking, Valuation, Corporate Finance, Mergers, Venture Capital, Capital Markets, Finance, Equities, Private Equity, Financial Modeling, Corporate Development, Mergers & Acquisitions, Financial Analysis, Economics, Due Diligence, Investments, Start-ups
Education
Tufts University - The Fletcher School of Law and Diplomacy 2004 — 2006
M.A.L.D.
Tuck School of Business at Dartmouth 2005 — 2005
Tufts University 1997 — 2001
B.A., Computer Science, Quantitative Economics
Andreessen Horowitz April 2013 - Present
Stifel Nicolaus (fka Thomas Weisel Partners) July 2010 - March 2013
Thomas Weisel Partners July 2006 - July 2010
Citigroup Corporate and Investment Bank July 2001 - July 2004
Skills
Investment Banking, Valuation, Corporate Finance, Mergers, Venture Capital, Capital Markets, Finance, Equities, Private Equity, Financial Modeling, Corporate Development, Mergers & Acquisitions, Financial Analysis, Economics, Due Diligence, Investments, Start-ups
Education
Tufts University - The Fletcher School of Law and Diplomacy 2004 — 2006
M.A.L.D.
Tuck School of Business at Dartmouth 2005 — 2005
Tufts University 1997 — 2001
B.A., Computer Science, Quantitative Economics
Jose R. Trejo Jose R. Trejo's Citigroup Corporate and Investment Bank Experience July 2001 - June 2002
Job Supervisor at Baxalta Inc.
Industry Biotechnology
Experience
Baxalta July 2015 - Present
Baxter International Inc. July 2013 - June 2015
Baxter Healthcare October 2012 - July 2013
Genentech February 2009 - September 2012
Amgen January 2003 - January 2009
Citigroup Corporate and Investment Bank July 2001 - June 2002
Skills
Biotechnology, Purification, Chromatography, Cell Culture, GMP, Validation, Lifesciences, Biopharmaceuticals, Aseptic Technique, Aseptic Processing, Technology Transfer, Sop, SDS-PAGE, Gel Electrophoresis, Column Chromatography, PCR, Change Control, Pharmaceutical Industry, Fermentation, Clinical Development, CAPA, Trackwise, LIMS, Autoclave, Agarose Gel..., DNA, Tissue Culture, Cell, Oncology, RT-PCR, Protein Chemistry, ELISA, Microbiology, Assay Development, Protein Purification, GLP, Life Sciences, SOP
Education
California State University San Marcos 2010 — 2012
Master's degree, Biotechnology
Stanford University 1997 — 2001
Bachelor's degree, Human Biology
Baxalta July 2015 - Present
Baxter International Inc. July 2013 - June 2015
Baxter Healthcare October 2012 - July 2013
Genentech February 2009 - September 2012
Amgen January 2003 - January 2009
Citigroup Corporate and Investment Bank July 2001 - June 2002
Skills
Biotechnology, Purification, Chromatography, Cell Culture, GMP, Validation, Lifesciences, Biopharmaceuticals, Aseptic Technique, Aseptic Processing, Technology Transfer, Sop, SDS-PAGE, Gel Electrophoresis, Column Chromatography, PCR, Change Control, Pharmaceutical Industry, Fermentation, Clinical Development, CAPA, Trackwise, LIMS, Autoclave, Agarose Gel..., DNA, Tissue Culture, Cell, Oncology, RT-PCR, Protein Chemistry, ELISA, Microbiology, Assay Development, Protein Purification, GLP, Life Sciences, SOP
Education
California State University San Marcos 2010 — 2012
Master's degree, Biotechnology
Stanford University 1997 — 2001
Bachelor's degree, Human Biology
David Salpeter's Citigroup Corporate and Investment Bank Experience August 2005 - September 2011
Job
Industry Investment Banking
Experience
Citi Credit Opportunities September 2011 - Present
Citigroup Corporate and Investment Bank August 2005 - September 2011
Accenture August 1998 - May 2002
Skills
Financial Modeling, Due Diligence, Capital Markets, Corporate Finance, Risk Management, Investment Banking, Financial Risk, Valuation, Private Equity, Financial Analysis, Leveraged Finance, Mergers, Energy, Oil & Gas, Upstream, Shale, Shale Gas, Brazilian Portuguese, Latin America
Education
NYU Stern School of Business 2003 — 2005
MBA, Finance, Economics
James Madison University 1994 — 1998
BBA, Computer Information Systems
Fundação Getulio Vargas
Citi Credit Opportunities September 2011 - Present
Citigroup Corporate and Investment Bank August 2005 - September 2011
Accenture August 1998 - May 2002
Skills
Financial Modeling, Due Diligence, Capital Markets, Corporate Finance, Risk Management, Investment Banking, Financial Risk, Valuation, Private Equity, Financial Analysis, Leveraged Finance, Mergers, Energy, Oil & Gas, Upstream, Shale, Shale Gas, Brazilian Portuguese, Latin America
Education
NYU Stern School of Business 2003 — 2005
MBA, Finance, Economics
James Madison University 1994 — 1998
BBA, Computer Information Systems
Fundação Getulio Vargas
Billy Medof's Citigroup Corporate and Investment Bank Experience August 2001 - June 2003
Job
Industry Packaging and Containers
Experience
Georgia-Pacific LLC February 2014 - Present
Georgia-Pacific LLC February 2010 - January 2014
Georgia Pacific November 2007 - January 2010
Delta Air Lines, Inc. July 2003 - October 2007
Citigroup Corporate and Investment Bank August 2001 - June 2003
GE Capital September 1998 - July 1999
United States Army May 1994 - September 1998
Skills
Mergers, Business Strategy, P&L Management, Strategy Development, sales, Direct Sales, Sales Management, people, operations, Operations Management, Industrial Safety, Environmental Compliance, Strategy, Cross-functional Team..., Executive Management, Sales, Competitive Analysis, Start-ups, Management Consulting, Contract Negotiation, Leadership, Mergers & Acquisitions, Manufacturing, Strategic Planning, Negotiation, Corporate Development, Business Planning, Strategic Partnerships, Business Development, Due Diligence, International Business, Pricing
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
United States Military Academy at West Point 1990 — 1994
BS
Georgia-Pacific LLC February 2014 - Present
Georgia-Pacific LLC February 2010 - January 2014
Georgia Pacific November 2007 - January 2010
Delta Air Lines, Inc. July 2003 - October 2007
Citigroup Corporate and Investment Bank August 2001 - June 2003
GE Capital September 1998 - July 1999
United States Army May 1994 - September 1998
Skills
Mergers, Business Strategy, P&L Management, Strategy Development, sales, Direct Sales, Sales Management, people, operations, Operations Management, Industrial Safety, Environmental Compliance, Strategy, Cross-functional Team..., Executive Management, Sales, Competitive Analysis, Start-ups, Management Consulting, Contract Negotiation, Leadership, Mergers & Acquisitions, Manufacturing, Strategic Planning, Negotiation, Corporate Development, Business Planning, Strategic Partnerships, Business Development, Due Diligence, International Business, Pricing
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
United States Military Academy at West Point 1990 — 1994
BS
Nikhil Virmani's Citigroup Corporate and Investment Bank Experience June 2006 - December 2006
Job Financial Services Consultant and Professional
Industry Financial Services
Experience
Deutsche Bank February 2007 - Present
Citigroup - Corporate and Investment Bank June 2006 - December 2006
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
St. Michael's
Deutsche Bank February 2007 - Present
Citigroup - Corporate and Investment Bank June 2006 - December 2006
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
St. Michael's
Sumit Sarkar's Citigroup Corporate and Investment Bank Experience August 2006 - June 2008
Job Director, Strategy and Investments at NRG Home Solar
Industry Venture Capital & Private Equity
Experience
NRG Home Solar August 2014 - Present
Energy Technology Ventures March 2011 - July 2014
Nuclear Innovation North America July 2008 - March 2011
Citigroup Corporate and Investment Bank August 2006 - June 2008
Schlumberger 1998 - 2004
Skills
Strategy, Renewable Energy, Business Development, Joint Ventures, Investment Banking, Investments, Finance, Project Management, Strategic Planning, Energy Efficiency, Financial Services, Energy Industry, Venture Capital, Valuation, Private Equity, Financial Modeling, Due Diligence, Mergers & Acquisitions, Emerging Markets, Corporate Development
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Strategy & Finance
Indian Institute of Technology, Kharagpur 1992 — 1994
B.Tech (Hons) Mechanical Engineering
NRG Home Solar August 2014 - Present
Energy Technology Ventures March 2011 - July 2014
Nuclear Innovation North America July 2008 - March 2011
Citigroup Corporate and Investment Bank August 2006 - June 2008
Schlumberger 1998 - 2004
Skills
Strategy, Renewable Energy, Business Development, Joint Ventures, Investment Banking, Investments, Finance, Project Management, Strategic Planning, Energy Efficiency, Financial Services, Energy Industry, Venture Capital, Valuation, Private Equity, Financial Modeling, Due Diligence, Mergers & Acquisitions, Emerging Markets, Corporate Development
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Strategy & Finance
Indian Institute of Technology, Kharagpur 1992 — 1994
B.Tech (Hons) Mechanical Engineering
Neal Mandelbaum's Citigroup Corporate and Investment Bank Experience January 1992 - September 2007
Job IT Financial Services Industry Professional
Industry Information Technology and Services
Experience
CN Business Services LLC January 2008 - Present
CITIGROUP - Corporate and Investment Bank January 1992 - September 2007
Merrill Lynch January 1985 - September 1992
DTCC January 1984 - February 1992
Merrill Lynch January 1985 - January 1992
DEPOSITORY TRUST COMPANY January 1984 - January 1985
Skills
COBOL, JCL, CICS, DB2, MVS, Programming, Proposal Writing, VSAM, TSO, Fileaid, Operating Systems, Technical Training, Grant Writing, Visio, IBM Mainframe, Software Documentation, Databases, Testing, Program Management, Production Support, Systems Analysis, Project Management, Visual Basic, SDLC, Performance Tuning
Education
City University of New York-Queens College 1975 — 1980
Bachelor's degree, Psychology
Queens College 1975 — 1980
BA, Psychology; Computer Science
New York University
Diploma, Computer Programming
Pace University
M.B.A, Finance
CN Business Services LLC January 2008 - Present
CITIGROUP - Corporate and Investment Bank January 1992 - September 2007
Merrill Lynch January 1985 - September 1992
DTCC January 1984 - February 1992
Merrill Lynch January 1985 - January 1992
DEPOSITORY TRUST COMPANY January 1984 - January 1985
Skills
COBOL, JCL, CICS, DB2, MVS, Programming, Proposal Writing, VSAM, TSO, Fileaid, Operating Systems, Technical Training, Grant Writing, Visio, IBM Mainframe, Software Documentation, Databases, Testing, Program Management, Production Support, Systems Analysis, Project Management, Visual Basic, SDLC, Performance Tuning
Education
City University of New York-Queens College 1975 — 1980
Bachelor's degree, Psychology
Queens College 1975 — 1980
BA, Psychology; Computer Science
New York University
Diploma, Computer Programming
Pace University
M.B.A, Finance
Christopher Hanly's Citigroup Corporate and Investment Bank Experience June 2006 - February 2007
Job Investment Adviser, Columnist, Keynote speaker at Gary Goldberg Financial Services
Industry Investment Management
Experience
Gary Goldberg Financial Services February 2010 - Present
Wells Fargo July 2008 - October 2009
Citigroup Corporate and Investment Bank June 2006 - February 2007
Skills
Investment Advisory, Wealth Accumulation..., Wealth Preservation..., Strategic Financial..., Relationship Management, Public Speaking, Asset Management, Capital Markets, Financial Advisory, Investment Banking, Wealth Management, Investment Strategies, Derivatives, Mutual Funds, Series 7, Money Management, Risk Management, Variable Annuities, Athlete Representation, 401k, 401k Rollovers, Writing, Fiduciary Management, Securities Regulation, Tax Efficiency, Financial Planning
Education
Hofstra University 2004 — 2008
BBA, Finance, Marketing
Fordham University 2003 — 2004
Business, Economics
Bergen Catholic High School 1999 — 2003
Gary Goldberg Financial Services February 2010 - Present
Wells Fargo July 2008 - October 2009
Citigroup Corporate and Investment Bank June 2006 - February 2007
Skills
Investment Advisory, Wealth Accumulation..., Wealth Preservation..., Strategic Financial..., Relationship Management, Public Speaking, Asset Management, Capital Markets, Financial Advisory, Investment Banking, Wealth Management, Investment Strategies, Derivatives, Mutual Funds, Series 7, Money Management, Risk Management, Variable Annuities, Athlete Representation, 401k, 401k Rollovers, Writing, Fiduciary Management, Securities Regulation, Tax Efficiency, Financial Planning
Education
Hofstra University 2004 — 2008
BBA, Finance, Marketing
Fordham University 2003 — 2004
Business, Economics
Bergen Catholic High School 1999 — 2003
Anthony Guinyard's Citigroup Corporate and Investment Bank Experience 2001 - 2002
Job First Vice President at New York Community Bancorp
Industry Banking
Experience
New York Community Bancorp 2009 - Present
LibertyPointe Bank 2008 - 2009
Standard & Poor's 2005 - 2007
Independence Community Bank 2002 - 2005
Citigroup Corporate and Investment Bank 2001 - 2002
Teach For America 1994 - 1999
Chase Manhattan Private Bank 1993 - 1994
Skills
Structured Finance, Credit, Project Finance, Portfolio Management, Asset Management, Loans, Underwriting, Capital Markets, Valuation, Financial Structuring, Commercial Lending, Credit Risk, Credit Analysis, Fixed Income, Securitization, Financial Modeling
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance, General
Yale University
Economics
New York Community Bancorp 2009 - Present
LibertyPointe Bank 2008 - 2009
Standard & Poor's 2005 - 2007
Independence Community Bank 2002 - 2005
Citigroup Corporate and Investment Bank 2001 - 2002
Teach For America 1994 - 1999
Chase Manhattan Private Bank 1993 - 1994
Skills
Structured Finance, Credit, Project Finance, Portfolio Management, Asset Management, Loans, Underwriting, Capital Markets, Valuation, Financial Structuring, Commercial Lending, Credit Risk, Credit Analysis, Fixed Income, Securitization, Financial Modeling
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance, General
Yale University
Economics
Momo Chen's Citigroup Corporate and Investment Bank Experience November 2005 - June 2007
Job Director, Financial Reporting at Prudential Financial
Industry Financial Services
Experience
Prudential Financial August 2013 - Present
Prudential Financial October 2011 - July 2013
Prudential Mortgage Capital Company July 2007 - October 2011
Citigroup Corporate and Investment Bank November 2005 - June 2007
Key Equipment Finance, formerly American Express Business Finance January 2000 - October 2005
JP Morgan Chase, Capital Market Fiduciary Services December 1998 - January 2000
Education
University of Mississippi
Master's degree, Accounting
Prudential Financial August 2013 - Present
Prudential Financial October 2011 - July 2013
Prudential Mortgage Capital Company July 2007 - October 2011
Citigroup Corporate and Investment Bank November 2005 - June 2007
Key Equipment Finance, formerly American Express Business Finance January 2000 - October 2005
JP Morgan Chase, Capital Market Fiduciary Services December 1998 - January 2000
Education
University of Mississippi
Master's degree, Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS