Citigroup Global Markets
Industry: Company
DescriptionSubsidiaries: Bundle Corporation, Parent organization: SALOMON BROTHERS HOLDING CO INC
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Citigroup Global Markets Employees
Employee
Years
Job
Industry
Kevin Hopkins Kevin Hopkins's Citigroup Global Markets Experience July 2004 - July 2006
Job Vice President at Dragon Global Management
Industry Venture Capital & Private Equity
Experience
Dragon Global Management March 2014 - Present
LivingHealthy March 2014 - Present
Moelis & Company June 2013 - August 2013
Stanford Management Company April 2010 - August 2012
Electronic Arts July 2006 - June 2008
Citigroup Global Markets July 2004 - July 2006
Skills
Valuation, Due Diligence, Fixed Income, Derivatives, DCF, Asset Allocation, Financial Analysis, Financial Modeling, Investor Relations, Alternative Investments, Investment Banking, M&A Modeling, M&A execution, Leveraged Finance, Institutional Investors, Competitive Analysis, Business Development, Equity Valuation, Fund Of Funds, Hedge Funds, Mutual Funds, Private Equity, Venture Capital, Equity Research, Endowments, Capital Markets, Highly Ambitious, Emotional Intelligence, Securities, Business Valuation, Investment Management
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Colorado Boulder 2000 — 2004
B.S., Finance
Dragon Global Management March 2014 - Present
LivingHealthy March 2014 - Present
Moelis & Company June 2013 - August 2013
Stanford Management Company April 2010 - August 2012
Electronic Arts July 2006 - June 2008
Citigroup Global Markets July 2004 - July 2006
Skills
Valuation, Due Diligence, Fixed Income, Derivatives, DCF, Asset Allocation, Financial Analysis, Financial Modeling, Investor Relations, Alternative Investments, Investment Banking, M&A Modeling, M&A execution, Leveraged Finance, Institutional Investors, Competitive Analysis, Business Development, Equity Valuation, Fund Of Funds, Hedge Funds, Mutual Funds, Private Equity, Venture Capital, Equity Research, Endowments, Capital Markets, Highly Ambitious, Emotional Intelligence, Securities, Business Valuation, Investment Management
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Colorado Boulder 2000 — 2004
B.S., Finance
Jeff Milkie Jeff Milkie's Citigroup Global Markets Experience April 2004 - August 2005
Job Managing Director, Head of Corporate Finance at Wipfli Corporate Finance Advisors, LLC
Industry Investment Banking
Experience
Wipfli Corporate Finance Advisors, LLC 2010 - Present
Challenger Capital Group 2005 - 2010
Citigroup Global Markets April 2004 - August 2005
Merrill Lynch 2002 - 2004
PricewaterhouseCoopers 1998 - 2000
Skills
Valuation, Capital Markets, Mergers, Financial Transactions, Strategic Planning, Business Development, Business Analysis, Negotiation, CRM, Documentations, Finance, Mergers & Acquisitions, Investments, Investment Banking, Business Planning, Management, Strategy, Corporate Finance, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2003
MBA, Finance
University of Wisconsin-Eau Claire 1994 — 1998
BBA, Accounting
Wipfli Corporate Finance Advisors, LLC 2010 - Present
Challenger Capital Group 2005 - 2010
Citigroup Global Markets April 2004 - August 2005
Merrill Lynch 2002 - 2004
PricewaterhouseCoopers 1998 - 2000
Skills
Valuation, Capital Markets, Mergers, Financial Transactions, Strategic Planning, Business Development, Business Analysis, Negotiation, CRM, Documentations, Finance, Mergers & Acquisitions, Investments, Investment Banking, Business Planning, Management, Strategy, Corporate Finance, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2003
MBA, Finance
University of Wisconsin-Eau Claire 1994 — 1998
BBA, Accounting
Adam Weiss Adam Weiss's Citigroup Global Markets Experience 2002 - 2004
Job Principal at Audax Mezzanine
Industry Financial Services
Experience
Audax Mezzanine September 2004 - Present
Citigroup Global Markets 2002 - 2004
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
Bachelor of Business
Audax Mezzanine September 2004 - Present
Citigroup Global Markets 2002 - 2004
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
Bachelor of Business
Theo Kwon Theo Kwon's Citigroup Global Markets Experience 2005 - 2008
Job Vice President at Angelo, Gordon & Co.
Industry Investment Management
Experience
Angelo, Gordon & Co. July 2012 - Present
Davidson Kempner Capital Management June 2011 - September 2011
Weston Presidio 2008 - 2010
Citigroup Global Markets 2005 - 2008
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration
University of Pennsylvania - The Wharton School 2000 — 2005
Bachelors of Science in Economics
Angelo, Gordon & Co. July 2012 - Present
Davidson Kempner Capital Management June 2011 - September 2011
Weston Presidio 2008 - 2010
Citigroup Global Markets 2005 - 2008
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration
University of Pennsylvania - The Wharton School 2000 — 2005
Bachelors of Science in Economics
Daniel Tompkins Daniel Tompkins's Citigroup Global Markets Experience September 2002 - December 2009
Job Senior Financial Advisor, Senior Vice PresidentInvestments at Wells Fargo Advisor, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Citigroup Global Markets September 2002 - December 2009
Bear Stearns & Co. Inc. August 1996 - May 2001
Skills
Investments, Estate Investment..., Investment Planning, Retirement Planning, Risk Management, Wealth Preservation..., Insurance, Management, Finance, Financial Analysis, Financial Planning
Education
University of Miami 1987 — 1990
Bachelor of Arts (BA), Psychology
Wells Fargo Advisors 2009 - Present
Citigroup Global Markets September 2002 - December 2009
Bear Stearns & Co. Inc. August 1996 - May 2001
Skills
Investments, Estate Investment..., Investment Planning, Retirement Planning, Risk Management, Wealth Preservation..., Insurance, Management, Finance, Financial Analysis, Financial Planning
Education
University of Miami 1987 — 1990
Bachelor of Arts (BA), Psychology
Richard Kern Richard Kern's Citigroup Global Markets Experience 1994 - 2003
Job SVP Global Head of Delivery at Dovetail Systems
Industry Financial Services
Experience
Dovetail Systems April 2014 - Present
Thomson Reuters 2007 - 2014
Lava Trading, a subsidiary of Citi 2003 - 2007
Citi 2000 - 2003
Citigroup Global Markets 1994 - 2003
NeXT Computer Founded by Steve Jobs 1990 - 1994
Sun Microsystems Inc 1986 - 1990
Skills
Market Data, Trading Systems, Equities, Financial Services, Electronic Trading, Equity Trading, Derivatives, Fixed Income, Financial Markets, Capital Markets, Trading, Options, FX Options, Hedge Funds, SDLC, Enterprise Architecture, PMO, Business Development, Equity Derivatives, Low Latency, Business Analysis
Education
State University of New York at Albany
BS Bachelor of Science, Computer Science and Mathematics
FINRA Securities Industry Training
Dovetail Systems April 2014 - Present
Thomson Reuters 2007 - 2014
Lava Trading, a subsidiary of Citi 2003 - 2007
Citi 2000 - 2003
Citigroup Global Markets 1994 - 2003
NeXT Computer Founded by Steve Jobs 1990 - 1994
Sun Microsystems Inc 1986 - 1990
Skills
Market Data, Trading Systems, Equities, Financial Services, Electronic Trading, Equity Trading, Derivatives, Fixed Income, Financial Markets, Capital Markets, Trading, Options, FX Options, Hedge Funds, SDLC, Enterprise Architecture, PMO, Business Development, Equity Derivatives, Low Latency, Business Analysis
Education
State University of New York at Albany
BS Bachelor of Science, Computer Science and Mathematics
FINRA Securities Industry Training
Mei Tao Mei Tao's Citigroup Global Markets Experience June 2013 - January 2015
Job Investment Analyst at IFC, World Bank Group
Industry Venture Capital & Private Equity
Experience
International Finance Corporation, World Bank Group February 2015 - Present
Citigroup Global Markets June 2013 - January 2015
Department of Statistics, UC Berkeley October 2011 - May 2012
Astia July 2011 - September 2011
International Association of Business Communicators January 2010 - May 2011
Skills
Business Strategy, Mergers & Acquisitions, Private Equity, Investment Banking, International..., Emerging Markets, Start-ups, Entrepreneurship, Financial Modeling, Python, R, Data Analysis, SQL, Risk Management, Energy, Information Technology
Education
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Bachelor of Arts (BA), Dual Degree in Statistics and Business Administration
International Finance Corporation, World Bank Group February 2015 - Present
Citigroup Global Markets June 2013 - January 2015
Department of Statistics, UC Berkeley October 2011 - May 2012
Astia July 2011 - September 2011
International Association of Business Communicators January 2010 - May 2011
Skills
Business Strategy, Mergers & Acquisitions, Private Equity, Investment Banking, International..., Emerging Markets, Start-ups, Entrepreneurship, Financial Modeling, Python, R, Data Analysis, SQL, Risk Management, Energy, Information Technology
Education
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Bachelor of Arts (BA), Dual Degree in Statistics and Business Administration
Terri Persico Terri Persico's Citigroup Global Markets Experience April 2001 - June 2004
Job Founder/CEO at Veebit
Industry Information Technology and Services
Experience
Veebit October 2011 - Present
The Lettermore Group September 2004 - June 2011
Geneva Global January 2007 - May 2008
Citigroup Global Markets April 2001 - June 2004
Merrill Lynch February 1998 - April 2001
Euromonitor International September 1993 - January 1998
Skills
Social Entrepreneurship, Entrepreneurship, Business Strategy, Management Consulting, Business Development, Non-profits, Start-ups, Philanthropy, Strategic Partnerships, Social Media, Business Planning, Venture Capital, Corporate Social..., Fundraising, Public Speaking, Program Management, Due Diligence, Analytics, Marketing, Strategic Planning, Nonprofits, Angel Investing, Corporate Development, Strategy, Executive Management, Online Marketing, Strategic Consulting, SaaS
Education
Johns Hopkins University, School of Advanced International Studies 1991 — 1993
MA, International Economics
University of California, Berkeley 1983 — 1987
BA, History
Veebit October 2011 - Present
The Lettermore Group September 2004 - June 2011
Geneva Global January 2007 - May 2008
Citigroup Global Markets April 2001 - June 2004
Merrill Lynch February 1998 - April 2001
Euromonitor International September 1993 - January 1998
Skills
Social Entrepreneurship, Entrepreneurship, Business Strategy, Management Consulting, Business Development, Non-profits, Start-ups, Philanthropy, Strategic Partnerships, Social Media, Business Planning, Venture Capital, Corporate Social..., Fundraising, Public Speaking, Program Management, Due Diligence, Analytics, Marketing, Strategic Planning, Nonprofits, Angel Investing, Corporate Development, Strategy, Executive Management, Online Marketing, Strategic Consulting, SaaS
Education
Johns Hopkins University, School of Advanced International Studies 1991 — 1993
MA, International Economics
University of California, Berkeley 1983 — 1987
BA, History
Marcus Leyva Marcus Leyva's Citigroup Global Markets Experience June 2012 - August 2012
Job Research Analyst at Point72 Asset Management, L.P.
Industry Investment Banking
Experience
Point72 Asset Management, L.P. January 2015 - Present
Citi June 2013 - December 2014
Citigroup Global Markets June 2012 - August 2012
US Securities and Exchange Commission June 2008 - August 2008
Education
University of Florida 2011 — 2013
Master of Science (M.S.), Finance
University of Florida 2009 — 2012
Bachelor of Science (BS) in Business Administration, Finance Major, Cum Laude
Point72 Asset Management, L.P. January 2015 - Present
Citi June 2013 - December 2014
Citigroup Global Markets June 2012 - August 2012
US Securities and Exchange Commission June 2008 - August 2008
Education
University of Florida 2011 — 2013
Master of Science (M.S.), Finance
University of Florida 2009 — 2012
Bachelor of Science (BS) in Business Administration, Finance Major, Cum Laude
Maria Jose Baron's Citigroup Global Markets Experience February 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Citigroup Global Markets February 2014 - Present
Bank of America Merrill Lynch November 2012 - January 2014
Citigroup Global Markets 2005 - 2011
UBS Wealth Management 2004 - 2005
TD Waterhouse 1999 - 2001
TDWaterhouse 1998 - 1999
Skills
Investments, Wealth, Alternative Investments, Bonds, Portfolio Management, Negotiation, Wealth Management, Equities, IPO, Fixed Income, Banking, Securities, Commodity, Series 63, Series 7, Corporate Law, Business Strategy, Investor Relations, Mutual Funds
Education
Trinity Law School 2001 — 2003
Juris Doctor, Law
Westmont College
BA, English Literature
Citigroup Global Markets February 2014 - Present
Bank of America Merrill Lynch November 2012 - January 2014
Citigroup Global Markets 2005 - 2011
UBS Wealth Management 2004 - 2005
TD Waterhouse 1999 - 2001
TDWaterhouse 1998 - 1999
Skills
Investments, Wealth, Alternative Investments, Bonds, Portfolio Management, Negotiation, Wealth Management, Equities, IPO, Fixed Income, Banking, Securities, Commodity, Series 63, Series 7, Corporate Law, Business Strategy, Investor Relations, Mutual Funds
Education
Trinity Law School 2001 — 2003
Juris Doctor, Law
Westmont College
BA, English Literature
Ignacio M. DuQuesne's Citigroup Global Markets Experience 2007 - 2009
Job Investment Professional
Industry Venture Capital & Private Equity
Experience
IDQ Capital LLC 2013 - Present
LEÓN, MAYER & Co. 2011 - 2013
RBC Capital Markets 2009 - 2011
Citigroup Global Markets 2007 - 2009
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Concentrations in Finance and Legal Studies & Business Ethics
Belen Jesuit Preparatory School 1999 — 2003
IDQ Capital LLC 2013 - Present
LEÓN, MAYER & Co. 2011 - 2013
RBC Capital Markets 2009 - 2011
Citigroup Global Markets 2007 - 2009
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Concentrations in Finance and Legal Studies & Business Ethics
Belen Jesuit Preparatory School 1999 — 2003
Saurabh Goyal, CFA's Citigroup Global Markets Experience 2006 - 2008
Job Senior Analyst at Capview Partners
Industry Venture Capital & Private Equity
Experience
Capview Partners May 2013 - Present
Downstream Capital July 2011 - May 2013
EPIC Aviation July 2011 - May 2013
Cave Creek Capital Management LLC September 2010 - January 2011
Leela Recreation June 2008 - August 2009
Citigroup Global Markets 2006 - 2008
Integreon Managed Solutions June 2005 - January 2006
Skills
Valuation, Supply Chain, Corporate Finance, Financial Modeling, Financial Analysis, Strategic Planning, Business Planning, Private Equity, Investment Banking, Forecasting, Strategy, Finance, Equity Research, Management, Portfolio Management, Strategic Financial..., Investments, Business Strategy, Analysis, Financial Planning
Education
Thunderbird School of Global Management 2009 — 2010
MBA, Finance
CFA Institute 2005 — 2008
Finance
University of Mumbai 2000 — 2005
Bachelor of Business Administration (BBA)
Capview Partners May 2013 - Present
Downstream Capital July 2011 - May 2013
EPIC Aviation July 2011 - May 2013
Cave Creek Capital Management LLC September 2010 - January 2011
Leela Recreation June 2008 - August 2009
Citigroup Global Markets 2006 - 2008
Integreon Managed Solutions June 2005 - January 2006
Skills
Valuation, Supply Chain, Corporate Finance, Financial Modeling, Financial Analysis, Strategic Planning, Business Planning, Private Equity, Investment Banking, Forecasting, Strategy, Finance, Equity Research, Management, Portfolio Management, Strategic Financial..., Investments, Business Strategy, Analysis, Financial Planning
Education
Thunderbird School of Global Management 2009 — 2010
MBA, Finance
CFA Institute 2005 — 2008
Finance
University of Mumbai 2000 — 2005
Bachelor of Business Administration (BBA)
Nicole Lampsa's Citigroup Global Markets Experience July 2006 - September 2012
Job Founder / COO at HiLovely
Industry Consumer Services
Experience
HiLovely June 2014 - Present
Ra Power Management February 2015 - Present
Lashfully June 2014 - May 2015
Consulting June 2014 - July 2014
SolarCity October 2012 - June 2014
Citigroup Global Markets July 2006 - September 2012
Citigroup Global Markets January 2010 - October 2011
Murphy-Hoffman Company (MHC Kenworth) January 2003 - May 2004
Skills
Financial Modeling, Strategy, Investment Banking, Mergers, Corporate Finance, IPO, Mergers & Acquisitions, Start-ups, Asset Managment, Structured Finance, Valuation, Corporate Development, Venture Capital, Equities, Analysis, Investments, Asset Management
Education
UCLA Anderson 2004 — 2006
MBA, Accounting and Finance
University of San Diego 1998 — 2002
Bachelor of Business Administration (BBA), Finance, French, summa cum laude
HiLovely June 2014 - Present
Ra Power Management February 2015 - Present
Lashfully June 2014 - May 2015
Consulting June 2014 - July 2014
SolarCity October 2012 - June 2014
Citigroup Global Markets July 2006 - September 2012
Citigroup Global Markets January 2010 - October 2011
Murphy-Hoffman Company (MHC Kenworth) January 2003 - May 2004
Skills
Financial Modeling, Strategy, Investment Banking, Mergers, Corporate Finance, IPO, Mergers & Acquisitions, Start-ups, Asset Managment, Structured Finance, Valuation, Corporate Development, Venture Capital, Equities, Analysis, Investments, Asset Management
Education
UCLA Anderson 2004 — 2006
MBA, Accounting and Finance
University of San Diego 1998 — 2002
Bachelor of Business Administration (BBA), Finance, French, summa cum laude
Leore Avidar Leore Avidar's Citigroup Global Markets Experience 2011 - 2012
Job CEO & CoFounder at Lob We're Hiring!
Industry Internet
Experience
Lob May 2013 - Present
Amazon Web Services 2012 - 2013
Citigroup Global Markets 2011 - 2012
dress.me 2011 - 2012
Royal Bank of Scotland May 2010 - August 2010
Blue Lane March 2008 - May 2010
Google September 2008 - September 2009
Motorola Mobility April 2008 - August 2008
Skills
Start-ups, Business Development, Entrepreneurship, Business Strategy, Cloud Computing, Venture Capital, Project Management, APIs, Finance, Trading, Amazon Web Services..., Node.js, Microsoft Excel, Bloomberg, User Experience, C#, High Frequency Trading, IaaS, Strategic Partnerships, Algorithms, JavaScript, SaaS, Salesforce.com, Web Development, Highly resourceful, Software Development, Web Design
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance
Y Combinator
Lob May 2013 - Present
Amazon Web Services 2012 - 2013
Citigroup Global Markets 2011 - 2012
dress.me 2011 - 2012
Royal Bank of Scotland May 2010 - August 2010
Blue Lane March 2008 - May 2010
Google September 2008 - September 2009
Motorola Mobility April 2008 - August 2008
Skills
Start-ups, Business Development, Entrepreneurship, Business Strategy, Cloud Computing, Venture Capital, Project Management, APIs, Finance, Trading, Amazon Web Services..., Node.js, Microsoft Excel, Bloomberg, User Experience, C#, High Frequency Trading, IaaS, Strategic Partnerships, Algorithms, JavaScript, SaaS, Salesforce.com, Web Development, Highly resourceful, Software Development, Web Design
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance
Y Combinator
Loy John Agno's Citigroup Global Markets Experience January 2006 - January 2009
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2014 - Present
Morgan Stanley January 2006 - April 2014
Citigroup Global Markets January 2006 - January 2009
Viacom / MTV Networks - XM Radio January 2005 - May 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, Call Centers, Microsoft Word, Customer Satisfaction, PowerPoint, Outlook, Sales, Time Management, Access, Data Entry, Leadership, Process Improvement
Education
Towson University 2000 — 2006
Bachelor's degree, Business Administration/International Business
Wells Fargo Advisors, LLC May 2014 - Present
Morgan Stanley January 2006 - April 2014
Citigroup Global Markets January 2006 - January 2009
Viacom / MTV Networks - XM Radio January 2005 - May 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, Call Centers, Microsoft Word, Customer Satisfaction, PowerPoint, Outlook, Sales, Time Management, Access, Data Entry, Leadership, Process Improvement
Education
Towson University 2000 — 2006
Bachelor's degree, Business Administration/International Business
Jim Stehr Jim Stehr's Citigroup Global Markets Experience May 1995 - July 2011
Job CEO/CCO at Paragon East Advisors, LLC
Industry Financial Services
Experience
Paragon East Advisors, LLC July 2015 - Present
Paragon East Partners March 2015 - Present
Econoday January 2014 - February 2015
Salesforce.com June 2012 - September 2013
Citigroup Global Markets May 1995 - July 2011
Credit Suisse November 1991 - May 1995
Credit Suisse October 1989 - November 1991
Skills
Equity Trading, Equities, Personal Finance, Relationship Cultivation, Integrity, Accountability, Ethics, Team Leadership, Capital Markets, Investments, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Business Development, CRM, Coaching, Competitive Analysis, Corporate Finance, Dependable Team Player, Derivatives, Electronic Trading, Emerging Markets, Equity Research, Executive Management, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Insurance, Investment Banking, Investment Strategies, Leadership, Mutual Funds, Options, Partnerships, Portfolio Management, Prime Brokerage, Private Equity, Relationship Management, Risk Management, SaaS, Sales Operations, Salesforce.com, Securities, Strategic Partnerships, Superior Work Ethic, Strategy, Valuation
Education
University of California, Berkeley
Bachelor of Arts, PEIS
University of San Francisco
Masters, Business Administration
Piedmont High School
Paragon East Advisors, LLC July 2015 - Present
Paragon East Partners March 2015 - Present
Econoday January 2014 - February 2015
Salesforce.com June 2012 - September 2013
Citigroup Global Markets May 1995 - July 2011
Credit Suisse November 1991 - May 1995
Credit Suisse October 1989 - November 1991
Skills
Equity Trading, Equities, Personal Finance, Relationship Cultivation, Integrity, Accountability, Ethics, Team Leadership, Capital Markets, Investments, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Business Development, CRM, Coaching, Competitive Analysis, Corporate Finance, Dependable Team Player, Derivatives, Electronic Trading, Emerging Markets, Equity Research, Executive Management, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Insurance, Investment Banking, Investment Strategies, Leadership, Mutual Funds, Options, Partnerships, Portfolio Management, Prime Brokerage, Private Equity, Relationship Management, Risk Management, SaaS, Sales Operations, Salesforce.com, Securities, Strategic Partnerships, Superior Work Ethic, Strategy, Valuation
Education
University of California, Berkeley
Bachelor of Arts, PEIS
University of San Francisco
Masters, Business Administration
Piedmont High School
Darren Friedman Darren Friedman's Citigroup Global Markets Experience 1995 - 2001
Job Partner at StepStone Group
Industry Investment Management
Experience
StepStone Group October 2010 - Present
Citi Private Equity & Mezzanine Partners April 2001 - September 2010
Citigroup Global Markets 1995 - 2001
LaSalle National Bank June 1990 - May 1993
Skills
Mezzanine, Hedge Funds, Investment Management, Valuation, LBO, Venture Capital, Capital Markets, Equities, Fund Of Funds, Investment Banking, Finance, Alternative Investments, Private Equity, Credit / Mezzanine
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1990
BS, Finance
StepStone Group October 2010 - Present
Citi Private Equity & Mezzanine Partners April 2001 - September 2010
Citigroup Global Markets 1995 - 2001
LaSalle National Bank June 1990 - May 1993
Skills
Mezzanine, Hedge Funds, Investment Management, Valuation, LBO, Venture Capital, Capital Markets, Equities, Fund Of Funds, Investment Banking, Finance, Alternative Investments, Private Equity, Credit / Mezzanine
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1990
BS, Finance
Jason Morimoto's Citigroup Global Markets Experience August 2003 - 2013
Job Senior Director, Business Development at HewlettPackard
Industry Investment Banking
Experience
Hewlett-Packard October 2013 - Present
Citigroup Global Markets August 2003 - 2013
Morgan Stanley 2002 - 2003
Skills
Mergers, Due Diligence, Corporate Finance, IPO, Spanish, Financial Modeling, Portuguese, M&A experience, Investment Banking, Mergers & Acquisitions, Acquisition Integration, Finance, Executive Management, Start-ups, Valuation, Strategy, Private Equity, Corporate Development, Venture Capital, Emerging Markets, LBO, Capital Markets, Portfolio Management, Investments, Equities, Financial Analysis, Hedge Funds
Education
University of California, Berkeley 1997 — 2002
BS, Business Administration
Bellarmine College Preparatory 1993 — 1997
Hewlett-Packard October 2013 - Present
Citigroup Global Markets August 2003 - 2013
Morgan Stanley 2002 - 2003
Skills
Mergers, Due Diligence, Corporate Finance, IPO, Spanish, Financial Modeling, Portuguese, M&A experience, Investment Banking, Mergers & Acquisitions, Acquisition Integration, Finance, Executive Management, Start-ups, Valuation, Strategy, Private Equity, Corporate Development, Venture Capital, Emerging Markets, LBO, Capital Markets, Portfolio Management, Investments, Equities, Financial Analysis, Hedge Funds
Education
University of California, Berkeley 1997 — 2002
BS, Business Administration
Bellarmine College Preparatory 1993 — 1997
Damien Mitchell's Citigroup Global Markets Experience June 1999 - June 2007
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
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
Pradeep Jayaraman's Citigroup Global Markets Experience August 2008 - July 2010
Job Vice President Mergers and Acquisitions
Industry Financial Services
Experience
Focus Financial Partners September 2013 - Present
Goldman Sachs July 2010 - September 2013
Citigroup Global Markets August 2008 - July 2010
Skills
Investment Banking, Capital Markets, Valuation, Corporate Finance, Financial Modeling, LBO
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Focus Financial Partners September 2013 - Present
Goldman Sachs July 2010 - September 2013
Citigroup Global Markets August 2008 - July 2010
Skills
Investment Banking, Capital Markets, Valuation, Corporate Finance, Financial Modeling, LBO
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
James Shao's Citigroup Global Markets Experience August 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Citigroup Global Markets August 2011 - Present
TrendTradingTips.com (website no longer available) December 2010 - June 2011
Lehman Brothers September 2007 - July 2009
YRC Worldwide January 2007 - January 2007
Skills
Financial Structuring, Valuation, Corporate Finance, Fixed Income, Product Control, Capital Markets, Hedge Funds, Financial Modeling, Portfolio Management, Asset Managment, Private Equity, Derivatives, MBS, ABS, CDO
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Master of Science (MS), Finance
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor, Finance
Citigroup Global Markets August 2011 - Present
TrendTradingTips.com (website no longer available) December 2010 - June 2011
Lehman Brothers September 2007 - July 2009
YRC Worldwide January 2007 - January 2007
Skills
Financial Structuring, Valuation, Corporate Finance, Fixed Income, Product Control, Capital Markets, Hedge Funds, Financial Modeling, Portfolio Management, Asset Managment, Private Equity, Derivatives, MBS, ABS, CDO
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Master of Science (MS), Finance
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor, Finance
Hugo Doetsch's Citigroup Global Markets Experience June 2003 - June 2005
Job Director at Citigroup Global Markets, Inc.
Industry Investment Banking
Experience
Citigroup Global Markets, Inc. April 2011 - Present
Citadel Investment Group August 2009 - April 2011
CIBC Capital Partners June 2008 - August 2009
Grove Street Advisors September 2006 - June 2008
Citigroup June 2005 - September 2006
Citigroup Global Markets June 2003 - June 2005
Skills
Valuation, Investment Banking, Financial Modeling, Equities, Capital Markets, Bloomberg
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2003
BS, Finance
University of Colorado Boulder 1998 — 2001
BA, Economics, Biochemistry
Citigroup Global Markets, Inc. April 2011 - Present
Citadel Investment Group August 2009 - April 2011
CIBC Capital Partners June 2008 - August 2009
Grove Street Advisors September 2006 - June 2008
Citigroup June 2005 - September 2006
Citigroup Global Markets June 2003 - June 2005
Skills
Valuation, Investment Banking, Financial Modeling, Equities, Capital Markets, Bloomberg
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2003
BS, Finance
University of Colorado Boulder 1998 — 2001
BA, Economics, Biochemistry
Joseph Genzardi's Citigroup Global Markets Experience 2003 - Present
Job Director at Citigroup Global Markets
Industry Financial Services
Experience
Citigroup Global Markets 2003 - Present
Education
University of Rhode Island 1980 — 1984
Citigroup Global Markets 2003 - Present
Education
University of Rhode Island 1980 — 1984
Sarah Keech's Citigroup Global Markets Experience CounselCiti2005 - 2008
Job Senior Vice President and Counsel at Citi
Industry Banking
Experience
Citigroup Global Markets CounselCiti2005 - 2008
Education
University of Michigan Law School
Citigroup Global Markets CounselCiti2005 - 2008
Education
University of Michigan Law School
Raymond Chan, CFA's Citigroup Global Markets Experience 2006 - 2008
Job Principal, Private Equity and Credit Investments
Industry Venture Capital & Private Equity
Experience
Citigroup Global Markets 2006 - 2008
Bank of America Merrill Lynch 2004 - 2006
Credit Suisse First Boston 2001 - 2003
Goldman Sachs 2000 - 2001
Skills
Fixed Income, Securitization, Private Equity, Investments, ABS, Capital, Divestitures, Investment Banking, Capital Markets, Valuation, Venture Capital, Financial Structuring, Financial Modeling, Financial Services, Portfolio Management, Equities, Structured Finance, Due Diligence, Credit, Start-ups, Loans
Education
New York University - Leonard N. Stern School of Business
MBA
University of California, Berkeley
Citigroup Global Markets 2006 - 2008
Bank of America Merrill Lynch 2004 - 2006
Credit Suisse First Boston 2001 - 2003
Goldman Sachs 2000 - 2001
Skills
Fixed Income, Securitization, Private Equity, Investments, ABS, Capital, Divestitures, Investment Banking, Capital Markets, Valuation, Venture Capital, Financial Structuring, Financial Modeling, Financial Services, Portfolio Management, Equities, Structured Finance, Due Diligence, Credit, Start-ups, Loans
Education
New York University - Leonard N. Stern School of Business
MBA
University of California, Berkeley
Jennifer (Knight) Kasker's Citigroup Global Markets Experience May 2007 - August 2007
Job Lieutenant Colonel, US Army
Industry Military
Experience
United States Military Academy June 2015 - Present
US Army Soldier for Life Program May 2014 - Present
Washington CID Battalion October 2012 - May 2014
US Army September 2011 - September 2012
United States Military Academy July 2008 - May 2011
Citigroup Global Markets May 2007 - August 2007
720th Military Police Battalion May 2005 - May 2006
401st Military Police Company November 2003 - April 2005
720th Military Police Battalion July 2003 - November 2003
720th Military Police Battalion June 2002 - July 2003
Skills
Military Operations, National Security, Operational Planning, Command, Military Experience, DoD, Counterinsurgency, Security Clearance, Defense, Government, Economics, Leadership, Organizational..., Crisis Management, Leadership Development, Program Management, Military, Intelligence Analysis, Interagency, Army, Top Secret, Force Protection, Intelligence, Counterterrorism, Tactics
Education
Yale University - Yale School of Management 2006 — 2008
MBA
United States Military Academy at West Point 1994 — 1998
BS, Economics
United States Military Academy June 2015 - Present
US Army Soldier for Life Program May 2014 - Present
Washington CID Battalion October 2012 - May 2014
US Army September 2011 - September 2012
United States Military Academy July 2008 - May 2011
Citigroup Global Markets May 2007 - August 2007
720th Military Police Battalion May 2005 - May 2006
401st Military Police Company November 2003 - April 2005
720th Military Police Battalion July 2003 - November 2003
720th Military Police Battalion June 2002 - July 2003
Skills
Military Operations, National Security, Operational Planning, Command, Military Experience, DoD, Counterinsurgency, Security Clearance, Defense, Government, Economics, Leadership, Organizational..., Crisis Management, Leadership Development, Program Management, Military, Intelligence Analysis, Interagency, Army, Top Secret, Force Protection, Intelligence, Counterterrorism, Tactics
Education
Yale University - Yale School of Management 2006 — 2008
MBA
United States Military Academy at West Point 1994 — 1998
BS, Economics
Jon Brantz's Citigroup Global Markets Experience August 2003 - August 2004
Job Sr. Director, Client Services SearchMarketers.com
Industry Legal Services
Experience
SearchMarketers.com September 2012 - Present
Road Less Traveled Productions, Inc. January 2012 - September 2012
Opteama December 2010 - December 2011
Cozen O'Connor NYC August 2009 - October 2010
Black & Associates December 2008 - August 2009
Citigroup Global Markets August 2003 - August 2004
Rockefeller & Co., Inc. July 2001 - July 2003
Skills
Mergers, Equities, Litigation, Securities, Licensing, Insurance, Start-ups, Corporate Law, Management, Due Diligence, Investments, Asset Managment, Investment Strategies, Private Equity, Asset Management, Entrepreneurship, Business Development, Mergers & Acquisitions, Portfolio Management
Education
Widener University School of Law 2006 — 2008
Juris Doctorate
University of Miami - School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
SearchMarketers.com September 2012 - Present
Road Less Traveled Productions, Inc. January 2012 - September 2012
Opteama December 2010 - December 2011
Cozen O'Connor NYC August 2009 - October 2010
Black & Associates December 2008 - August 2009
Citigroup Global Markets August 2003 - August 2004
Rockefeller & Co., Inc. July 2001 - July 2003
Skills
Mergers, Equities, Litigation, Securities, Licensing, Insurance, Start-ups, Corporate Law, Management, Due Diligence, Investments, Asset Managment, Investment Strategies, Private Equity, Asset Management, Entrepreneurship, Business Development, Mergers & Acquisitions, Portfolio Management
Education
Widener University School of Law 2006 — 2008
Juris Doctorate
University of Miami - School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Bryce Holcomb's Citigroup Global Markets Experience DirectorCitigroup1998 - Present
Job Director at Citigroup Global Markets
Industry Investment Banking
Experience
Citigroup Global Markets DirectorCitigroup1998 - Present
Citi 1998 - Present
Education
University of Georgia - Terry College of Business 1981 — 1985
BBA, Finance
Citigroup Global Markets DirectorCitigroup1998 - Present
Citi 1998 - Present
Education
University of Georgia - Terry College of Business 1981 — 1985
BBA, Finance
Kate DeProsperis's Citigroup Global Markets Experience July 2001 - March 2004
Job at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2009 - Present
Banc of America Securities April 2004 - February 2009
Citigroup Global Markets July 2001 - March 2004
Education
University of Notre Dame - Mendoza College of Business 1997 — 2001
BA, Finance
Edward Jones March 2009 - Present
Banc of America Securities April 2004 - February 2009
Citigroup Global Markets July 2001 - March 2004
Education
University of Notre Dame - Mendoza College of Business 1997 — 2001
BA, Finance
Frantz Casseus's Citigroup Global Markets Experience 2006 - 2009
Job Investment Banker at Seabrook Partners LLC
Industry Investment Banking
Experience
Seabrook Partners LLC 2013 - Present
LeFrac Foundation January 2007 - Present
Aronson Capital Partners 2011 - 2013
Morgan Stanley 2009 - 2011
Citigroup Global Markets 2006 - 2009
Claris Capital 2004 - 2006
Ellin & Tucker, Chartered 2003 - 2004
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, LBO, Business Strategy, Financial Analysis, Strategic Planning, M&A experience, Business Valuation, Strategy, Mergers, Restructuring, DCF, Competitive Analysis, Deal Sourcing, Financial Advisory, Recapitalizations, Industry Analysis, Equity Valuation, Business Analysis, Industry Research, Growth Capital, Technical Writing, Cross-border..., Acquisition Analysis, M&A due diligence, Capital Raises, Debt Raising, Mergers & Acquisitions, Due Diligence, Investments, Capital
Education
University of Maryland - Robert H. Smith School of Business
BS, Finance & Business Management
Seabrook Partners LLC 2013 - Present
LeFrac Foundation January 2007 - Present
Aronson Capital Partners 2011 - 2013
Morgan Stanley 2009 - 2011
Citigroup Global Markets 2006 - 2009
Claris Capital 2004 - 2006
Ellin & Tucker, Chartered 2003 - 2004
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, LBO, Business Strategy, Financial Analysis, Strategic Planning, M&A experience, Business Valuation, Strategy, Mergers, Restructuring, DCF, Competitive Analysis, Deal Sourcing, Financial Advisory, Recapitalizations, Industry Analysis, Equity Valuation, Business Analysis, Industry Research, Growth Capital, Technical Writing, Cross-border..., Acquisition Analysis, M&A due diligence, Capital Raises, Debt Raising, Mergers & Acquisitions, Due Diligence, Investments, Capital
Education
University of Maryland - Robert H. Smith School of Business
BS, Finance & Business Management
Vicente Cabrera's Citigroup Global Markets Experience August 2009 - 2013
Job Investment Director, Latin America JP Morgan Global Access Portfolios
Industry Investment Management
Experience
J.P. Morgan Global Access Portfolios 2014 - Present
Citigroup Global Markets August 2009 - 2013
First New York Securities March 2009 - August 2009
Merrill Lynch & Co March 2000 - March 2009
Deutsche Bank Securities September 1998 - March 2000
Merrill Lynch & Co July 1994 - September 1998
Goldman Sachs May 1993 - August 1993
Skills
Options, Series 7, CRM, Series 63, Investments, Hedge Funds, Equities, Financial Risk, Trading, Foreign Exchange, Equity Trading, FX Options, Securities, Leadership, Derivatives
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration, Finance
University of Southern California 1990 — 1994
Bachelor of Science, Finance
J.P. Morgan Global Access Portfolios 2014 - Present
Citigroup Global Markets August 2009 - 2013
First New York Securities March 2009 - August 2009
Merrill Lynch & Co March 2000 - March 2009
Deutsche Bank Securities September 1998 - March 2000
Merrill Lynch & Co July 1994 - September 1998
Goldman Sachs May 1993 - August 1993
Skills
Options, Series 7, CRM, Series 63, Investments, Hedge Funds, Equities, Financial Risk, Trading, Foreign Exchange, Equity Trading, FX Options, Securities, Leadership, Derivatives
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration, Finance
University of Southern California 1990 — 1994
Bachelor of Science, Finance
Tom Lennartz's Citigroup Global Markets Experience July 1993 - March 2009
Job Sr. Vice PresidentInvestement OfficerPIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
Citigroup Global Markets July 1993 - March 2009
Lehman Brothers Inc. November 1990 - July 1993
Prudential Securities January 1987 - November 1990
Skills
Finance, Investments, Mutual Funds, Risk Management, Financial Analysis, Alternative Investments, ETFs, US Equities, Series 63, Asset Management, Financial Planning, Wealth Management, Strategic Planning, Portfolio Management, Team Building, Management, Customer Service
Education
University of Missouri-Columbia
Bachelor of Science (BSc), Finance and Banking
University of Missouri-Columbia
Wells Fargo Advisors March 2009 - Present
Citigroup Global Markets July 1993 - March 2009
Lehman Brothers Inc. November 1990 - July 1993
Prudential Securities January 1987 - November 1990
Skills
Finance, Investments, Mutual Funds, Risk Management, Financial Analysis, Alternative Investments, ETFs, US Equities, Series 63, Asset Management, Financial Planning, Wealth Management, Strategic Planning, Portfolio Management, Team Building, Management, Customer Service
Education
University of Missouri-Columbia
Bachelor of Science (BSc), Finance and Banking
University of Missouri-Columbia
William Penegor's Citigroup Global Markets Experience July 2011 - Present
Job Sales and Trading Analyst at Citi
Industry Financial Services
Experience
Citi July 2013 - Present
Citigroup Global Markets July 2011 - Present
Citigroup Global Markets June 2010 - August 2010
ROSS SCHOOL OF BUSINESS April 2009 - October 2009
SUPERIOR NATIONAL BANK AND TRUST TRUST DEPARTMENT June 2007 - August 2007
Skills
Microsoft Office, Finance, Sales, Research, Bloomberg, Series 7, Equities, Financial Analysis, Valuation, Investments, Series 63, Series 55
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Citi July 2013 - Present
Citigroup Global Markets July 2011 - Present
Citigroup Global Markets June 2010 - August 2010
ROSS SCHOOL OF BUSINESS April 2009 - October 2009
SUPERIOR NATIONAL BANK AND TRUST TRUST DEPARTMENT June 2007 - August 2007
Skills
Microsoft Office, Finance, Sales, Research, Bloomberg, Series 7, Equities, Financial Analysis, Valuation, Investments, Series 63, Series 55
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Randall McCuen's Citigroup Global Markets Experience July 1997 - July 2007
Job CEO, Portfolio Manager at MAC Wealth Mgt. Inc.
Industry Capital Markets
Experience
MAC Wealth Mgt. Inc. 2007 - Present
MAC Wealth Mgt. Inc. 2007 - Present
Citigroup Global Markets July 1997 - July 2007
Education
University of California, Los Angeles
Economics
MAC Wealth Mgt. Inc. 2007 - Present
MAC Wealth Mgt. Inc. 2007 - Present
Citigroup Global Markets July 1997 - July 2007
Education
University of California, Los Angeles
Economics
Constance E Niehaus's Citigroup Global Markets Experience 1991 - July 2011
Job Executive Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley August 2011 - Present
Citigroup Global Markets 1991 - July 2011
Skills
Fixed Income, Securities, Investments, Series 7, Credit Derivatives, Options Strategies, Series 63, Portfolio Management, Alternative Investments, Hedge Funds, Capital Markets, Equities, Commodity
Education
University of Houston
BBA, Finance
University of St. Thomas (TX)
MBA, Finance, Economics
Morgan Stanley August 2011 - Present
Citigroup Global Markets 1991 - July 2011
Skills
Fixed Income, Securities, Investments, Series 7, Credit Derivatives, Options Strategies, Series 63, Portfolio Management, Alternative Investments, Hedge Funds, Capital Markets, Equities, Commodity
Education
University of Houston
BBA, Finance
University of St. Thomas (TX)
MBA, Finance, Economics
Ken Kosman's Citigroup Global Markets Experience 2005 - 2007
Job Senior Analyst at Balyasny Asset Management
Industry Investment Management
Experience
Balyasny Asset Management L.P. February 2013 - Present
C2J Investments LLC January 2009 - January 2013
Citadel Investment Group January 2007 - May 2008
Citigroup Global Markets 2005 - 2007
Skills
Financial Modeling, Valuation, Hedge Funds, Equities, Private Equity, Equity Research, Capital Markets, Bloomberg, Investment Banking, Alternative Investments, Due Diligence, Corporate Finance, Investments, Fixed Income, Asset Management
Education
University of Notre Dame 2001 — 2005
Bachelor of Science, Accountancy
Balyasny Asset Management L.P. February 2013 - Present
C2J Investments LLC January 2009 - January 2013
Citadel Investment Group January 2007 - May 2008
Citigroup Global Markets 2005 - 2007
Skills
Financial Modeling, Valuation, Hedge Funds, Equities, Private Equity, Equity Research, Capital Markets, Bloomberg, Investment Banking, Alternative Investments, Due Diligence, Corporate Finance, Investments, Fixed Income, Asset Management
Education
University of Notre Dame 2001 — 2005
Bachelor of Science, Accountancy
Theodore Kuh's Citigroup Global Markets Experience 2009 - 2012
Job Strategic Advisor / Private Investor
Industry Financial Services
Experience
University of California, Berkeley, Haas School of Business 2012 - Present
Citigroup Global Markets 2009 - 2012
Citigroup Global Markets 2008 - 2009
Citigroup Global Markets 1999 - 2008
Salomon Brothers 1994 - 1999
Sutro & Co. Incorporated 1990 - 1994
Merrill Lynch Capital Markets 1987 - 1990
Coopers & Lybrand 1982 - 1985
Education
Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA)
University of California, Berkeley 1978 — 1982
Bachelor of Science (BS)
University of California, Berkeley, Haas School of Business 2012 - Present
Citigroup Global Markets 2009 - 2012
Citigroup Global Markets 2008 - 2009
Citigroup Global Markets 1999 - 2008
Salomon Brothers 1994 - 1999
Sutro & Co. Incorporated 1990 - 1994
Merrill Lynch Capital Markets 1987 - 1990
Coopers & Lybrand 1982 - 1985
Education
Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA)
University of California, Berkeley 1978 — 1982
Bachelor of Science (BS)
John Wisniewski's Citigroup Global Markets Experience July 2010 - June 2011
Job Investment Banking Associate at Marathon Capital
Industry Investment Banking
Experience
Socore Energy January 2012 - April 2014
Citigroup Global Markets July 2010 - June 2011
Stout Risius Ross June 2009 - August 2009
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science (B.S.)
Socore Energy January 2012 - April 2014
Citigroup Global Markets July 2010 - June 2011
Stout Risius Ross June 2009 - August 2009
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science (B.S.)
Joe Genzardi's Citigroup Global Markets Experience January 2003 - May 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Citigroup Global Markets January 2003 - May 2009
Skills
Capital Markets, Hedge Funds, Equities, Investments, Valuation, Fixed Income, Bloomberg, Financial Modeling, Investment Banking, Alternative Investments
Education
University of Rhode Island 1979 — 1983
BS Mechanical Engineering, Mechanical Engineering
Clarkstown South High School 1976 — 1979
Morgan Stanley June 2009 - Present
Citigroup Global Markets January 2003 - May 2009
Skills
Capital Markets, Hedge Funds, Equities, Investments, Valuation, Fixed Income, Bloomberg, Financial Modeling, Investment Banking, Alternative Investments
Education
University of Rhode Island 1979 — 1983
BS Mechanical Engineering, Mechanical Engineering
Clarkstown South High School 1976 — 1979
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY