Citigroup Global Markets Inc.
Industry: Company
DescriptionSubsidiaries: Bundle Corporation, Parent organization: SALOMON BROTHERS HOLDING CO INC
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Citigroup Global Markets Inc. Employees
Employee
Years
Job
Industry
Jay Wu Jay Wu's Citigroup Global Markets Inc. Experience June 2010 - September 2013
Job Corporate Client Banking, International at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. January 2015 - Present
Citi September 2013 - December 2014
Citigroup Global Markets, Inc June 2010 - September 2013
Southern Company August 2006 - April 2010
Merrill Lynch & Co, Inc June 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Derivatives, Corporate Finance, Bloomberg Terminal, Risk Management, Capital Markets, Data Analysis, Credit, Investments, Relationship Management, Benchmarking, Finance, Treasury Services, Banking, Credit Analysis, Loans, Bonds, Fixed Income, Credit Risk, Securitization, Financial Risk, Financial Services, Due Diligence, Cash Management, Financial Markets, Interest Rate Risk..., Financial Structuring, Treasury, Project Finance, Capital Structure, Social Networking
Education
Georgia Institute of Technology 2005 — 2010
Bachelor of Science, Management; Finance & Marketing Concentrations
JPMorgan Chase & Co. January 2015 - Present
Citi September 2013 - December 2014
Citigroup Global Markets, Inc June 2010 - September 2013
Southern Company August 2006 - April 2010
Merrill Lynch & Co, Inc June 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Derivatives, Corporate Finance, Bloomberg Terminal, Risk Management, Capital Markets, Data Analysis, Credit, Investments, Relationship Management, Benchmarking, Finance, Treasury Services, Banking, Credit Analysis, Loans, Bonds, Fixed Income, Credit Risk, Securitization, Financial Risk, Financial Services, Due Diligence, Cash Management, Financial Markets, Interest Rate Risk..., Financial Structuring, Treasury, Project Finance, Capital Structure, Social Networking
Education
Georgia Institute of Technology 2005 — 2010
Bachelor of Science, Management; Finance & Marketing Concentrations
Valerie Muravitsky Valerie Muravitsky's Citigroup Global Markets Inc. Experience 2004 - 2007
Job Agile Technical Program Manager
Industry Computer Software
Experience
Wells Fargo May 2014 - February 2015
eBay Inc March 2013 - March 2014
Karmalot October 2012 - March 2013
Gap Inc./GapTech October 2010 - October 2012
UC Berkeley Haas Partners Club February 2010 - February 2011
Macy's Mobile 2009 - 2010
Angioblast 2007 - 2008
Citigroup Global Markets Inc 2004 - 2007
Omnipod (acquired by Symantec) 2001 - 2002
Skills
Agile and Lean..., Acceleration of Teams, Agile Coach, Experiential Learning, Collaborative Play, Mindful Mediation, Lean Customer..., Lean Startup, Marketing Strategy, Emerging Markets, Business Development, Capital Raising, Agile Methodologies, Knowledge Management, Facilitation, Emotional Intelligence, Agile Project Management, Facilitators, E-commerce, Team Building, Workshop Facilitation, Cross-functional Team..., Mobile Devices, Project Management, Business Analysis, Entrepreneurship, Business Intelligence, Integration, Product Management, Strategy, Management, Leadership, Software Development, Consulting, Start-ups, Program Management, Business Strategy
Education
Columbia University in the City of New York 2008 — 2008
Mathematics
Agile Management Training
Certified Scrum Master
City University of New York-Baruch College - Zicklin School of Business
Bachelors of Business Administration, (Marketing, Finance & Investments, Entrepreneurship)
Wells Fargo May 2014 - February 2015
eBay Inc March 2013 - March 2014
Karmalot October 2012 - March 2013
Gap Inc./GapTech October 2010 - October 2012
UC Berkeley Haas Partners Club February 2010 - February 2011
Macy's Mobile 2009 - 2010
Angioblast 2007 - 2008
Citigroup Global Markets Inc 2004 - 2007
Omnipod (acquired by Symantec) 2001 - 2002
Skills
Agile and Lean..., Acceleration of Teams, Agile Coach, Experiential Learning, Collaborative Play, Mindful Mediation, Lean Customer..., Lean Startup, Marketing Strategy, Emerging Markets, Business Development, Capital Raising, Agile Methodologies, Knowledge Management, Facilitation, Emotional Intelligence, Agile Project Management, Facilitators, E-commerce, Team Building, Workshop Facilitation, Cross-functional Team..., Mobile Devices, Project Management, Business Analysis, Entrepreneurship, Business Intelligence, Integration, Product Management, Strategy, Management, Leadership, Software Development, Consulting, Start-ups, Program Management, Business Strategy
Education
Columbia University in the City of New York 2008 — 2008
Mathematics
Agile Management Training
Certified Scrum Master
City University of New York-Baruch College - Zicklin School of Business
Bachelors of Business Administration, (Marketing, Finance & Investments, Entrepreneurship)
Lizzie Korsgaard Lizzie Korsgaard's Citigroup Global Markets Inc. Experience June 2010 - August 2010
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Citi May 2013 - May 2015
Citi Private Bank July 2011 - May 2013
Citigroup Global Markets Inc. June 2010 - August 2010
MAN Diesel North America, Inc. May 2009 - August 2009
MAN Diesel North America, Inc. May 2008 - August 2008
Sony BMG Music Entertainment September 2006 - June 2007
Education
Boston College 2007 — 2011
BS in Management
Universidad Carlos III de Madrid 2009 — 2009
Study Abroad
Bergen County Academies 2003 — 2007
Goldman Sachs June 2015 - Present
Citi May 2013 - May 2015
Citi Private Bank July 2011 - May 2013
Citigroup Global Markets Inc. June 2010 - August 2010
MAN Diesel North America, Inc. May 2009 - August 2009
MAN Diesel North America, Inc. May 2008 - August 2008
Sony BMG Music Entertainment September 2006 - June 2007
Education
Boston College 2007 — 2011
BS in Management
Universidad Carlos III de Madrid 2009 — 2009
Study Abroad
Bergen County Academies 2003 — 2007
John Flegal John Flegal's Citigroup Global Markets Inc. Experience January 2005 - January 2007
Job Consultant for Northern California advisory firm
Industry Financial Services
Experience
Leading Northern California Advisory Firm September 2012 - June 2015
Niemann Capital Management Inc October 2008 - May 2012
Morgan Stanley Dean Witter Inc January 2007 - January 2008
CitiGroup Global Markets Inc January 2005 - January 2007
J.R. Parrish Commercial January 2004 - January 2005
Skills
Financial Planning, Securities Analysis, Comprehensive Wealth..., Investments, Mutual Funds, Asset Management, Customer Relations, Series 7, Strategic Financial..., Wealth Management..., Asset Managment, Customer Service, Securities, Retirement, Wealth Management, Financial Advisory, Portfolio Management, Investment Advisory, Trading, Financial Services, Asset Allocation, Series 63, ETFs, Alternative Investments, Investment Strategies, Investment Management, Retirement Planning, Security Analysis
Education
UCSB 1997 — 2001
Bachelor of Arts
Cabrillo College 1996 — 1998
undergraduate studies, ecomomics and accounting
Leading Northern California Advisory Firm September 2012 - June 2015
Niemann Capital Management Inc October 2008 - May 2012
Morgan Stanley Dean Witter Inc January 2007 - January 2008
CitiGroup Global Markets Inc January 2005 - January 2007
J.R. Parrish Commercial January 2004 - January 2005
Skills
Financial Planning, Securities Analysis, Comprehensive Wealth..., Investments, Mutual Funds, Asset Management, Customer Relations, Series 7, Strategic Financial..., Wealth Management..., Asset Managment, Customer Service, Securities, Retirement, Wealth Management, Financial Advisory, Portfolio Management, Investment Advisory, Trading, Financial Services, Asset Allocation, Series 63, ETFs, Alternative Investments, Investment Strategies, Investment Management, Retirement Planning, Security Analysis
Education
UCSB 1997 — 2001
Bachelor of Arts
Cabrillo College 1996 — 1998
undergraduate studies, ecomomics and accounting
ed bougas ed bougas's Citigroup Global Markets Inc. Experience September 2000 - Present
Job advisor
Industry Banking
Experience
Citigroup Global Markets Inc. September 2000 - Present
Chase November 1997 - August 2000
Shearson Lehman September 1980 - September 1997
Skills
Wealth Management, Portfolio Management, Investment Advisory, Strategic Financial..., Banking, Management, Investments, Risk Management, Financial Analysis, Finance, Financial Risk, Investment Banking, Financial Modeling, Capital Markets
Education
Fairleigh Dickinson University 1965 — 1969
Bachelor of Science (BS), Finance, General
Citigroup Global Markets Inc. September 2000 - Present
Chase November 1997 - August 2000
Shearson Lehman September 1980 - September 1997
Skills
Wealth Management, Portfolio Management, Investment Advisory, Strategic Financial..., Banking, Management, Investments, Risk Management, Financial Analysis, Finance, Financial Risk, Investment Banking, Financial Modeling, Capital Markets
Education
Fairleigh Dickinson University 1965 — 1969
Bachelor of Science (BS), Finance, General
Francine Gao Francine Gao's Citigroup Global Markets Inc. Experience September 2005 - Present
Job Prime Brokerage VP
Industry Financial Services
Experience
Citigroup Global Markets Inc September 2005 - Present
Citicorp Investment Services October 2002 - September 2005
TD Waterhouse Securities February 1998 - May 2002
Skills
Series 7, Series 63, Series 4, Banking, Capital Markets, Emerging Markets, Equities, Finance, Hedge Funds, Mutual Funds, Options, Securities, Trading
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Citigroup Global Markets Inc September 2005 - Present
Citicorp Investment Services October 2002 - September 2005
TD Waterhouse Securities February 1998 - May 2002
Skills
Series 7, Series 63, Series 4, Banking, Capital Markets, Emerging Markets, Equities, Finance, Hedge Funds, Mutual Funds, Options, Securities, Trading
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Carolyn Shea's Citigroup Global Markets Inc. Experience February 2011 - December 2011
Job Project Assistant at Winston & Strawn LLP
Industry Legal Services
Experience
Winston & Strawn LLP April 2012 - Present
Citigroup Global Markets Inc. February 2011 - December 2011
Lets Get Ready May 2010 - August 2010
Step Forward November 2008 - July 2009
Skills
Blogging, Fundraising, Nonprofits, Data Analysis, Teaching, Research, Portfolio Management, Training, Editing, Microsoft Office, Microsoft Excel, English, Non-profits, Legal Research, Economics, Spanish, Writing
Education
Amherst College 2004 — 2008
BA, English
Universitat Ben Gurion Ba-Negev 2008 — 2009
MA, Masters of the Arts Middle Eastern Studies
Winston & Strawn LLP April 2012 - Present
Citigroup Global Markets Inc. February 2011 - December 2011
Lets Get Ready May 2010 - August 2010
Step Forward November 2008 - July 2009
Skills
Blogging, Fundraising, Nonprofits, Data Analysis, Teaching, Research, Portfolio Management, Training, Editing, Microsoft Office, Microsoft Excel, English, Non-profits, Legal Research, Economics, Spanish, Writing
Education
Amherst College 2004 — 2008
BA, English
Universitat Ben Gurion Ba-Negev 2008 — 2009
MA, Masters of the Arts Middle Eastern Studies
Michael Frappier Michael Frappier's Citigroup Global Markets Inc. Experience May 2011 - October 2013
Job VP, Reengineering Process Manager at Citigroup Technology Infrastructure
Industry Financial Services
Experience
Citi October 2013 - Present
Citigroup Global Markets Inc. May 2011 - October 2013
Morgan Stanley June 2009 - May 2011
Morgan Stanley December 2006 - June 2009
Morgan Stanley March 2000 - December 2006
Thomson Financial June 1995 - March 2000
Skills
Business Analysis, Business Transformation, Lean Transformation, Lean Thinking, Finance, Six Sigma, Financial Reporting, Corporate Finance, Analysis, Financial Modeling, Accounting, Capital Markets, Budgets, Investment Banking, Investments, Management, Expense Management, Process Improvement, Metrics, Auditing, Sarbanes-Oxley Act, Financial Analysis, General Ledger, Forecasting, Variance Analysis, Visio, Asset Managment, Budgeting, Financial Risk, Internal Audit, Financial Services, Equities, Fixed Income, Communication, Derivatives, Project Rollouts, Project Management, Project Planning, Global Rollouts, Lean Tools, Asset Management
Education
Ithaca College 1991 — 1995
BS, Finance
Citi October 2013 - Present
Citigroup Global Markets Inc. May 2011 - October 2013
Morgan Stanley June 2009 - May 2011
Morgan Stanley December 2006 - June 2009
Morgan Stanley March 2000 - December 2006
Thomson Financial June 1995 - March 2000
Skills
Business Analysis, Business Transformation, Lean Transformation, Lean Thinking, Finance, Six Sigma, Financial Reporting, Corporate Finance, Analysis, Financial Modeling, Accounting, Capital Markets, Budgets, Investment Banking, Investments, Management, Expense Management, Process Improvement, Metrics, Auditing, Sarbanes-Oxley Act, Financial Analysis, General Ledger, Forecasting, Variance Analysis, Visio, Asset Managment, Budgeting, Financial Risk, Internal Audit, Financial Services, Equities, Fixed Income, Communication, Derivatives, Project Rollouts, Project Management, Project Planning, Global Rollouts, Lean Tools, Asset Management
Education
Ithaca College 1991 — 1995
BS, Finance
Michael J. Demuth Michael J. Demuth's Citigroup Global Markets Inc. Experience May 2008 - February 2015
Job Consulting & Risk Management
Industry Financial Services
Experience
PricewaterhouseCoopers February 2015 - Present
Citigroup Global Markets, Inc May 2008 - February 2015
Fieldstone Mortgage Company September 2006 - November 2007
Aegis Funding Corporation June 2005 - September 2006
KPMG May 2001 - September 2004
NYCB January 2001 - May 2001
Skills
Equities, Finance, Fixed Income, Banking, Management, Derivatives, Investment Banking, Risk Management, Credit, Financial Analysis, Loans, Financial Markets, ETFs, Financial Modeling, Customer Service, Team Leadership, Sales Operations, Risk Assessment, Consulting, Project Management, Operations Management, Consultancy, Operations, Financial Reporting, Research Project..., Financial Control, Foreign Exchange..., Foreign Investment, Foreign Relations, Investment Strategies, Sales Support, Sales Management, Direct Sales, Budgeting, Mentoring, Negotiation, New Business Development, Foreign Policy
Education
St. John's University 2002 — 2004
MBA, Financial Services
Hofstra University 1997 — 2001
BBA, Banking & Finance, and Management
PricewaterhouseCoopers February 2015 - Present
Citigroup Global Markets, Inc May 2008 - February 2015
Fieldstone Mortgage Company September 2006 - November 2007
Aegis Funding Corporation June 2005 - September 2006
KPMG May 2001 - September 2004
NYCB January 2001 - May 2001
Skills
Equities, Finance, Fixed Income, Banking, Management, Derivatives, Investment Banking, Risk Management, Credit, Financial Analysis, Loans, Financial Markets, ETFs, Financial Modeling, Customer Service, Team Leadership, Sales Operations, Risk Assessment, Consulting, Project Management, Operations Management, Consultancy, Operations, Financial Reporting, Research Project..., Financial Control, Foreign Exchange..., Foreign Investment, Foreign Relations, Investment Strategies, Sales Support, Sales Management, Direct Sales, Budgeting, Mentoring, Negotiation, New Business Development, Foreign Policy
Education
St. John's University 2002 — 2004
MBA, Financial Services
Hofstra University 1997 — 2001
BBA, Banking & Finance, and Management
Kitiya Ditpare Kitiya Ditpare's Citigroup Global Markets Inc. Experience June 2007 - June 2009
Job Experienced Staff, National Tax Indirect Tax Practice
Industry Law Practice
Experience
EY September 2014 - Present
Morgan Stanley Wealth Management July 2012 - July 2013
PwC April 2010 - December 2011
Citigroup Global Markets Inc. June 2007 - June 2009
Skills
International Trade, Customs Law, Free Trade Agreements, Due Diligence, Corporate Law, Cross-border..., Tax, Indirect Taxation, Customs Regulations, Legal Advice, Analysis, Mergers
Education
Georgetown University Law Center 2013 — 2014
Master of Laws (LL.M.) in Taxation, Certificate in International Tax
Northwestern Univesity School of Law 2005 — 2006
Master of Laws, Business/Corporate Law
EY September 2014 - Present
Morgan Stanley Wealth Management July 2012 - July 2013
PwC April 2010 - December 2011
Citigroup Global Markets Inc. June 2007 - June 2009
Skills
International Trade, Customs Law, Free Trade Agreements, Due Diligence, Corporate Law, Cross-border..., Tax, Indirect Taxation, Customs Regulations, Legal Advice, Analysis, Mergers
Education
Georgetown University Law Center 2013 — 2014
Master of Laws (LL.M.) in Taxation, Certificate in International Tax
Northwestern Univesity School of Law 2005 — 2006
Master of Laws, Business/Corporate Law
Jennifer DeFazio Jennifer DeFazio's Citigroup Global Markets Inc. Experience August 2003 - July 2005
Job at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
Citigroup January 2009 - June 2010
Citigroup July 2005 - December 2008
Citigroup Global Markets Inc. August 2003 - July 2005
Beacon Capital Partners June 1998 - June 2001
Morgan Stanley August 1996 - May 1998
Skills
Capital Markets, Equities, Financial Analysis, Financial Structuring, Investments, Mergers, Negotiation, Project Management, Strategic Partnerships, Strategy, Valuation, Wealth Management, Business Development, Financial Modeling, Mergers, Real Estate, Restructuring, Series 63, Series 7, Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance, General
Providence College 1992 — 1996
Mathematics, Economics, Spanish, Art History
Wolcott 1988 — 1992
Physics
Morgan Stanley Wealth Management May 2010 - Present
Citigroup January 2009 - June 2010
Citigroup July 2005 - December 2008
Citigroup Global Markets Inc. August 2003 - July 2005
Beacon Capital Partners June 1998 - June 2001
Morgan Stanley August 1996 - May 1998
Skills
Capital Markets, Equities, Financial Analysis, Financial Structuring, Investments, Mergers, Negotiation, Project Management, Strategic Partnerships, Strategy, Valuation, Wealth Management, Business Development, Financial Modeling, Mergers, Real Estate, Restructuring, Series 63, Series 7, Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance, General
Providence College 1992 — 1996
Mathematics, Economics, Spanish, Art History
Wolcott 1988 — 1992
Physics
Douglas Wong Douglas Wong's Citigroup Global Markets Inc. Experience 2005 - 2008
Job Managing Director at Fidelity National Information Services
Industry Banking
Experience
Fidelity National Information Services 2013 - Present
Ernst & Young 2010 - 2012
Brown Brothers Harriman 2008 - 2010
Citigroup Global Markets Inc. 2005 - 2008
Federal Reserve Bank of New York 1993 - 2005
Office of Thrift Supervision 1989 - 1993
Federal Deposit Insurance Corporation 1986 - 1989
Skills
AML, Financial Risk, OFAC, Risk Management, KYC, Banking, USA PATRIOT Act, Due Diligence, Credit, Financial Regulation, Asset Management, Financial Institutions, Capital Markets, Analysis, Credit Risk, Securities, Operational Risk..., Finance, Enterprise Risk..., Financial Services, Trading, Derivatives, Management Consulting, Operational Risk, Regulations, Fixed Income
Education
City University of New York-Herbert H. Lehman College
BA, Business Administration
Fordham University
Federal Reserve Commissioned Senior Examiner
Fidelity National Information Services 2013 - Present
Ernst & Young 2010 - 2012
Brown Brothers Harriman 2008 - 2010
Citigroup Global Markets Inc. 2005 - 2008
Federal Reserve Bank of New York 1993 - 2005
Office of Thrift Supervision 1989 - 1993
Federal Deposit Insurance Corporation 1986 - 1989
Skills
AML, Financial Risk, OFAC, Risk Management, KYC, Banking, USA PATRIOT Act, Due Diligence, Credit, Financial Regulation, Asset Management, Financial Institutions, Capital Markets, Analysis, Credit Risk, Securities, Operational Risk..., Finance, Enterprise Risk..., Financial Services, Trading, Derivatives, Management Consulting, Operational Risk, Regulations, Fixed Income
Education
City University of New York-Herbert H. Lehman College
BA, Business Administration
Fordham University
Federal Reserve Commissioned Senior Examiner
David Tuder David Tuder's Citigroup Global Markets Inc. Experience July 2006 - October 2009
Job Vice President Leveraged Finance at Citi
Industry Investment Banking
Experience
Citi January 2013 - Present
Citigroup March 2011 - December 2012
Citigroup November 2009 - March 2011
Citigroup Global Markets Inc July 2006 - October 2009
Brighthouse LLC February 2006 - May 2006
Ryan Beck & Co. May 2005 - August 2005
Skills
Investment Banking, Capital Markets, Financial Modeling, Bloomberg, Equities, Corporate Finance, Private Equity, High Yield, Hedge Funds, Alternative Investments, Financial Analysis, Series 7, LBO, Investments, Energy, Leveraged Finance, Leveraged Lending
Education
Emory University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Emory University - Goizueta Business School 2002 — 2006
BBA, Finance and Marketing
Citi January 2013 - Present
Citigroup March 2011 - December 2012
Citigroup November 2009 - March 2011
Citigroup Global Markets Inc July 2006 - October 2009
Brighthouse LLC February 2006 - May 2006
Ryan Beck & Co. May 2005 - August 2005
Skills
Investment Banking, Capital Markets, Financial Modeling, Bloomberg, Equities, Corporate Finance, Private Equity, High Yield, Hedge Funds, Alternative Investments, Financial Analysis, Series 7, LBO, Investments, Energy, Leveraged Finance, Leveraged Lending
Education
Emory University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Emory University - Goizueta Business School 2002 — 2006
BBA, Finance and Marketing
Greg Kaled's Citigroup Global Markets Inc. Experience May 2011 - Present
Job Vice President North America Operations Regulatory Reporting & Control at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup Global Markets Inc. May 2011 - Present
Deutsche Bank March 2010 - May 2011
FINRA December 2006 - March 2010
Assent LLC June 2006 - December 2006
Proprietary Trading Firms November 2000 - June 2006
Skills
FINRA, Series 7, Securities, Equities, Trading, Options, Risk, Risk Management, Compliance, Series 24, Financial Analysis, Process Improvement, Strategic Planning, Regulatory Reporting, Derivatives, Fixed Income, Bloomberg, VBA, Analysis, Data Analysis, Auditing, Excel, Banking, Equity Derivatives, Due Diligence, Trading Systems, Securities Regulation, Operational Risk..., Financial Regulation, Proprietary Trading, Financial Services, Microsoft Excel, Financial Risk, Equity Trading, AML, Trading Strategies, Operational Risk, Series 63, Electronic Trading
Education
Ithaca College 1996 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Citigroup Global Markets Inc. May 2011 - Present
Deutsche Bank March 2010 - May 2011
FINRA December 2006 - March 2010
Assent LLC June 2006 - December 2006
Proprietary Trading Firms November 2000 - June 2006
Skills
FINRA, Series 7, Securities, Equities, Trading, Options, Risk, Risk Management, Compliance, Series 24, Financial Analysis, Process Improvement, Strategic Planning, Regulatory Reporting, Derivatives, Fixed Income, Bloomberg, VBA, Analysis, Data Analysis, Auditing, Excel, Banking, Equity Derivatives, Due Diligence, Trading Systems, Securities Regulation, Operational Risk..., Financial Regulation, Proprietary Trading, Financial Services, Microsoft Excel, Financial Risk, Equity Trading, AML, Trading Strategies, Operational Risk, Series 63, Electronic Trading
Education
Ithaca College 1996 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services
G Alexander Garces G Alexander Garces's Citigroup Global Markets Inc. Experience March 2000 - June 2013
Job Senior IT Leader/Manager and Vice President
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
Citigroup Global Markets, Inc March 2000 - June 2013
MODIS, Inc. (JP Morgan Chase/Bank One) July 2003 - July 2004
Metro IS, Inc (GTE Data Services) September 1996 - February 2000
Skills
Leadership, Management, Business, Technology, Communication, Influence Others, Delegation, Risk Management, Critical Thinking, Effectiveness, Organization, Professional Ethics, Presentations, Budget, Resource Management, Microsoft Technologies, Project Management, SDLC, Team Leadership, Budgets, Program Management, IT Strategy, Project Planning, Sybase, Trading Systems, Vendor Management, Software Development, Middle Office, Financial Services, Back Office, Fixed Income, Market Data, Prime Brokerage, Electronic Trading, Derivatives, Equities, Investment Banking, Operational Risk..., Equity Derivatives, Capital Markets, Financial Risk, Securities, Credit Derivatives, Testing, Banking, Requirements Gathering, PMO, Operational Risk, SWIFT payments, Project Portfolio...
Education
Chubb Institute of Technology 1990 — 1990
Computer Programming Degree, Business Application IT
Hudson County Community College
Associate's degree, Computer and Information Sciences
JPMorgan Chase August 2013 - Present
Citigroup Global Markets, Inc March 2000 - June 2013
MODIS, Inc. (JP Morgan Chase/Bank One) July 2003 - July 2004
Metro IS, Inc (GTE Data Services) September 1996 - February 2000
Skills
Leadership, Management, Business, Technology, Communication, Influence Others, Delegation, Risk Management, Critical Thinking, Effectiveness, Organization, Professional Ethics, Presentations, Budget, Resource Management, Microsoft Technologies, Project Management, SDLC, Team Leadership, Budgets, Program Management, IT Strategy, Project Planning, Sybase, Trading Systems, Vendor Management, Software Development, Middle Office, Financial Services, Back Office, Fixed Income, Market Data, Prime Brokerage, Electronic Trading, Derivatives, Equities, Investment Banking, Operational Risk..., Equity Derivatives, Capital Markets, Financial Risk, Securities, Credit Derivatives, Testing, Banking, Requirements Gathering, PMO, Operational Risk, SWIFT payments, Project Portfolio...
Education
Chubb Institute of Technology 1990 — 1990
Computer Programming Degree, Business Application IT
Hudson County Community College
Associate's degree, Computer and Information Sciences
Lindsey Goble's Citigroup Global Markets Inc. Experience August 2007 - July 2009
Job Tax Associate at Baker & McKenzie
Industry Law Practice
Experience
Baker & McKenzie August 2015 - Present
United States Tax Court July 2013 - July 2015
New York State Attorney General's Office January 2011 - May 2011
Citigroup Global Markets, Inc August 2007 - July 2009
Skills
Equities, FINRA, Derivatives, Hedge Funds, Private Equity, Securities, Litigation, Tax, Legal Research, Economics, Securities Regulation, Due Diligence, Legal Writing
Education
New York University School of Law 2012 — 2013
LL.M., Tax
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
J.D.
Miami University 2003 — 2007
B.A., English Literature and History
Baker & McKenzie August 2015 - Present
United States Tax Court July 2013 - July 2015
New York State Attorney General's Office January 2011 - May 2011
Citigroup Global Markets, Inc August 2007 - July 2009
Skills
Equities, FINRA, Derivatives, Hedge Funds, Private Equity, Securities, Litigation, Tax, Legal Research, Economics, Securities Regulation, Due Diligence, Legal Writing
Education
New York University School of Law 2012 — 2013
LL.M., Tax
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
J.D.
Miami University 2003 — 2007
B.A., English Literature and History
Rich Greenblatt, MBA Rich Greenblatt, MBA's Citigroup Global Markets Inc. Experience June 2014 - Present
Job Vice President, Financial Reporting Lead Analyst at Citigroup Global Markets, Inc
Industry Computer Software
Experience
Citigroup Global Markets, Inc June 2014 - Present
CA Technologies August 2007 - March 2014
HSBC Securities (USA) Inc 2006 - 2007
Citigroup Global Markets 2000 - 2006
ZIFF-DAVIS, INC. 1999 - 2000
Nikon 1996 - 1999
UBS Investment Bank 1995 - 1996
Dresdner Securities 1993 - 1995
Skills
Hyperion Planning, Microsoft Office, SAP, Essbase, Financial Planning, Financial Reporting, Financial Modeling, Corporate Finance, General Ledger, Strategic Financial..., Hyperion Enterprise, Financial Analysis, Managerial Finance, Budgets, Analysis, Business Planning, Forecasting, Accounts Payable, Leadership, Process Improvement, Accounts Receivable, Strategy, Accounting, Finance, Business Development, Sarbanes-Oxley Act, Income Statement, Mergers & Acquisitions, Internal Controls, Variance Analysis, Executive Management
Education
CW Post - LIU
MBA, Finance
Hofstra University
BBA, Accounting
Citigroup Global Markets, Inc June 2014 - Present
CA Technologies August 2007 - March 2014
HSBC Securities (USA) Inc 2006 - 2007
Citigroup Global Markets 2000 - 2006
ZIFF-DAVIS, INC. 1999 - 2000
Nikon 1996 - 1999
UBS Investment Bank 1995 - 1996
Dresdner Securities 1993 - 1995
Skills
Hyperion Planning, Microsoft Office, SAP, Essbase, Financial Planning, Financial Reporting, Financial Modeling, Corporate Finance, General Ledger, Strategic Financial..., Hyperion Enterprise, Financial Analysis, Managerial Finance, Budgets, Analysis, Business Planning, Forecasting, Accounts Payable, Leadership, Process Improvement, Accounts Receivable, Strategy, Accounting, Finance, Business Development, Sarbanes-Oxley Act, Income Statement, Mergers & Acquisitions, Internal Controls, Variance Analysis, Executive Management
Education
CW Post - LIU
MBA, Finance
Hofstra University
BBA, Accounting
Manjeet Chawla Manjeet Chawla's Citigroup Global Markets Inc. Experience July 2014 - Present
Job Sr. Vice President, Trade and Treasury Services Risk Management, Citibank
Industry Banking
Experience
Citigroup Global Markets Inc. July 2014 - Present
Citibank NA July 2004 - July 2014
CRISIL July 2002 - February 2004
Design Approach July 2000 - May 2002
MAHESH C. MATHUR & CO January 1997 - January 2000
Skills
Finance, Equity Valuation, Analytics, Risk Management, Financial Analysis, Portfolio Management, Investment Banking, Accounting, Capital Markets, Credit Risk, Valuation, Mutual Funds, Analysis, Loans, Equities, Financial Risk, Corporate Finance, Financial Modeling
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
The Institute of Chartered Accountants of India 1997 — 2002
Chartered Accountant
MUMBAI UNIVERSITY 1994 — 1997
Bachelor of Commerce, Financial Accounting & Auditing
Citigroup Global Markets Inc. July 2014 - Present
Citibank NA July 2004 - July 2014
CRISIL July 2002 - February 2004
Design Approach July 2000 - May 2002
MAHESH C. MATHUR & CO January 1997 - January 2000
Skills
Finance, Equity Valuation, Analytics, Risk Management, Financial Analysis, Portfolio Management, Investment Banking, Accounting, Capital Markets, Credit Risk, Valuation, Mutual Funds, Analysis, Loans, Equities, Financial Risk, Corporate Finance, Financial Modeling
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
The Institute of Chartered Accountants of India 1997 — 2002
Chartered Accountant
MUMBAI UNIVERSITY 1994 — 1997
Bachelor of Commerce, Financial Accounting & Auditing
Anthony Josey Anthony Josey's Citigroup Global Markets Inc. Experience August 2010 - February 2011
Job A+ Certified desktop support technician aspiring network security administrator
Industry Information Technology and Services
Experience
Tolt Solutions April 2014 - Present
Morgan Stanley July 2013 - Present
City University of New York February 2013 - February 2013
TEKsystems September 2012 - September 2012
New York City Housing Authority January 2012 - June 2012
Anthony Technical Support August 2010 - June 2012
American Friends of The Hebrew University July 2011 - August 2011
igotittoo May 2011 - July 2011
Citigroup Global Markets Inc August 2010 - February 2011
Citigroup August 2010 - January 2011
Skills
XP, Troubleshooting, Software Installation, Technical Support, Operating Systems, Help Desk Support, Windows, Laptops, Security, Network Security, Computer Repair, Printers, Wireless Networking, Information Technology, Blackberry, System Deployment, Microsoft Office, Antivirus, Management, Training, Customer Service, Active Directory, Nonprofits, Computer Hardware, Desktop Computers, System Administration, Windows Server, Network Administration, Windows 7, Office 2010, Software, Workstations, Outlook, Analysis, Microsoft Excel, Goal Oriented, Microsoft Office 2007, Motivational Speaking, Poetry, Musicians, Customer Experience, Customer Satisfaction, Technical Presentations, Presentations, Hardware, Servers, VMware, Windows XP
Education
Laguardia Community College 2010 — 2014
Associate's degree, Computer Operations: network administration and security option
Year Up, inc. 2010 — 2011
Technical training certificate, Computer operations
Per Scholas Institute for TechnologyNew 2009 — 2009
A+ Certification, Information Technology
Tolt Solutions April 2014 - Present
Morgan Stanley July 2013 - Present
City University of New York February 2013 - February 2013
TEKsystems September 2012 - September 2012
New York City Housing Authority January 2012 - June 2012
Anthony Technical Support August 2010 - June 2012
American Friends of The Hebrew University July 2011 - August 2011
igotittoo May 2011 - July 2011
Citigroup Global Markets Inc August 2010 - February 2011
Citigroup August 2010 - January 2011
Skills
XP, Troubleshooting, Software Installation, Technical Support, Operating Systems, Help Desk Support, Windows, Laptops, Security, Network Security, Computer Repair, Printers, Wireless Networking, Information Technology, Blackberry, System Deployment, Microsoft Office, Antivirus, Management, Training, Customer Service, Active Directory, Nonprofits, Computer Hardware, Desktop Computers, System Administration, Windows Server, Network Administration, Windows 7, Office 2010, Software, Workstations, Outlook, Analysis, Microsoft Excel, Goal Oriented, Microsoft Office 2007, Motivational Speaking, Poetry, Musicians, Customer Experience, Customer Satisfaction, Technical Presentations, Presentations, Hardware, Servers, VMware, Windows XP
Education
Laguardia Community College 2010 — 2014
Associate's degree, Computer Operations: network administration and security option
Year Up, inc. 2010 — 2011
Technical training certificate, Computer operations
Per Scholas Institute for TechnologyNew 2009 — 2009
A+ Certification, Information Technology
J. Anthony Brown Jr. J. Anthony Brown Jr.'s Citigroup Global Markets Inc. Experience May 2011 - Present
Job Associate trainee for sales and trading with Citigroup Institutional Clients Group
Industry Financial Services
Experience
Citigroup Global Markets Inc May 2011 - Present
Citigroup Institutional Clients Group July 2010 - August 2010
UCLA 2007 - 2009
George Mason University August 2001 - December 2006
Sandia National Laboratories June 2005 - August 2005
Lawrence Livermore National Laboratory June 2003 - August 2003
Education
UCLA Anderson School of Management 2010 — 2010
MFE, Financial Engineering
George Mason University 2001 — 2007
PhD, Computational Materials Science
College of Charleston 1998 — 2000
M.S., Mathematics
Citigroup Global Markets Inc May 2011 - Present
Citigroup Institutional Clients Group July 2010 - August 2010
UCLA 2007 - 2009
George Mason University August 2001 - December 2006
Sandia National Laboratories June 2005 - August 2005
Lawrence Livermore National Laboratory June 2003 - August 2003
Education
UCLA Anderson School of Management 2010 — 2010
MFE, Financial Engineering
George Mason University 2001 — 2007
PhD, Computational Materials Science
College of Charleston 1998 — 2000
M.S., Mathematics
Linda Alpert Linda Alpert's Citigroup Global Markets Inc. Experience August 1984 - March 2005
Job Of Counsel at Goldberg & Pines, LLP
Industry Legal Services
Experience
Goldberg & Pines, LLP March 2015 - Present
Westchester Mediation Center of Cluster, Inc. July 2010 - Present
Keeps, Inc. September 1999 - Present
Loeb & Loeb LLP May 2012 - September 2012
JuriStaff Legal Staffing November 2007 - January 2010
Pryor Cashman LLP June 2005 - December 2005
Citigroup Global Markets Inc. August 1984 - March 2005
Skills
Mediation, Litigation, Arbitration, Dispute Resolution, Corporate Law, Legal Research, Employment Law, Legal Writing, Contract Negotiation, Legal Advice, Public Speaking, Courts, Alternative Dispute..., Commercial Litigation, Negotiation, Securities, Legal Assistance, Civil Litigation, Legal Compliance, Conflict Resolution, Non-profits, Writing, Westlaw, Corporate Governance, Securities Regulation, Nonprofits, Contract Negotiations, Securities Arbitration, Compliance
Education
Brooklyn Law School 1980 — 1984
JD Cum Laude, Law
Brandeis University 1975 — 1979
BA, Near Eastern and Judaic Studies
Roosevelt HS 1972 — 1975
H.S. Diploma, Regents
Goldberg & Pines, LLP March 2015 - Present
Westchester Mediation Center of Cluster, Inc. July 2010 - Present
Keeps, Inc. September 1999 - Present
Loeb & Loeb LLP May 2012 - September 2012
JuriStaff Legal Staffing November 2007 - January 2010
Pryor Cashman LLP June 2005 - December 2005
Citigroup Global Markets Inc. August 1984 - March 2005
Skills
Mediation, Litigation, Arbitration, Dispute Resolution, Corporate Law, Legal Research, Employment Law, Legal Writing, Contract Negotiation, Legal Advice, Public Speaking, Courts, Alternative Dispute..., Commercial Litigation, Negotiation, Securities, Legal Assistance, Civil Litigation, Legal Compliance, Conflict Resolution, Non-profits, Writing, Westlaw, Corporate Governance, Securities Regulation, Nonprofits, Contract Negotiations, Securities Arbitration, Compliance
Education
Brooklyn Law School 1980 — 1984
JD Cum Laude, Law
Brandeis University 1975 — 1979
BA, Near Eastern and Judaic Studies
Roosevelt HS 1972 — 1975
H.S. Diploma, Regents
Amy Hsueh Amy Hsueh's Citigroup Global Markets Inc. Experience July 2004 - June 2006
Job Director, Business Development & Strategic Partnerships
Industry Internet
Experience
Radius Intelligence November 2014 - Present
Astronauts Wanted: No Experience Necessary September 2014 - November 2014
Facebook August 2013 - July 2014
The Pritzker Group June 2012 - August 2012
Time Warner Cable June 2007 - August 2011
Insight Communications Inc July 2006 - May 2007
Citigroup Global Markets Inc July 2004 - June 2006
Education
University of Chicago Graduate School of Business 2011 — 2013
MBA, Entrepreneurship and Finance
The London School of Economics and Political Science (LSE) 2003 — 2004
Masters, Development Economics
Georgetown University 2000 — 2003
Bachelor of Arts, Economics and Government
Radius Intelligence November 2014 - Present
Astronauts Wanted: No Experience Necessary September 2014 - November 2014
Facebook August 2013 - July 2014
The Pritzker Group June 2012 - August 2012
Time Warner Cable June 2007 - August 2011
Insight Communications Inc July 2006 - May 2007
Citigroup Global Markets Inc July 2004 - June 2006
Education
University of Chicago Graduate School of Business 2011 — 2013
MBA, Entrepreneurship and Finance
The London School of Economics and Political Science (LSE) 2003 — 2004
Masters, Development Economics
Georgetown University 2000 — 2003
Bachelor of Arts, Economics and Government
Jennifer Yi Boyer's Citigroup Global Markets Inc. Experience March 2000 - July 2005
Job Chief Talent Officer (ACT), President (Miracles in Motion)
Industry Education Management
Experience
Miracles in Motion October 2014 - Present
ACT August 2011 - Present
Diversey, Inc October 2008 - August 2011
CIT Group May 2006 - October 2008
AllianceBernstein Investment Services July 2005 - May 2006
Citigroup Global Markets, Inc March 2000 - July 2005
Hilton New York March 1997 - February 2000
Sheraton Steamboat Resort & Conference June 1996 - February 1997
Skills
Succession Planning, Talent Management, Organizational..., Workforce Planning, Leadership Development, Organizational..., Employee Engagement, Strategy, Executive Coaching, Leadership, Talent Acquisition, Change Management, Strategic Planning, Management, Training, Process Improvement, Program Management
Education
Seton Hall University 2007 — 2008
Masters, Strategic Communication and Leadership 2008
Cornell University 1992 — 1996
Bachelor of Science, Hotel Administration
Miracles in Motion October 2014 - Present
ACT August 2011 - Present
Diversey, Inc October 2008 - August 2011
CIT Group May 2006 - October 2008
AllianceBernstein Investment Services July 2005 - May 2006
Citigroup Global Markets, Inc March 2000 - July 2005
Hilton New York March 1997 - February 2000
Sheraton Steamboat Resort & Conference June 1996 - February 1997
Skills
Succession Planning, Talent Management, Organizational..., Workforce Planning, Leadership Development, Organizational..., Employee Engagement, Strategy, Executive Coaching, Leadership, Talent Acquisition, Change Management, Strategic Planning, Management, Training, Process Improvement, Program Management
Education
Seton Hall University 2007 — 2008
Masters, Strategic Communication and Leadership 2008
Cornell University 1992 — 1996
Bachelor of Science, Hotel Administration
Raymond Kinnaly Raymond Kinnaly's Citigroup Global Markets Inc. Experience March 1998 - June 2011
Job Trading and Operations Professional
Industry Financial Services
Experience
Citi Group March 1998 - June 2011
CITIGROUP GLOBAL MARKETS, INC March 1998 - June 2011
CITIGROUP GLOBAL MARKETS, INC March 1998 - June 2011
Lehman Brothers March 1989 - March 1998
LEHMAN BROTHERS, INC January 1989 - January 1998
Cyrus J. Lawrence October 1984 - March 1989
DEUTSCHE BANK, FORMERLY KNOW January 1984 - January 1989
Shearson Lehman Brothers January 1982 - October 1984
SHEARSON LEHMAN BROTHERS January 1982 - January 1984
Education
City University of New York City College 1984 — 1998
Coursework in Business Administration
Queens borough Community College
work, Business Administration
Citi Group March 1998 - June 2011
CITIGROUP GLOBAL MARKETS, INC March 1998 - June 2011
CITIGROUP GLOBAL MARKETS, INC March 1998 - June 2011
Lehman Brothers March 1989 - March 1998
LEHMAN BROTHERS, INC January 1989 - January 1998
Cyrus J. Lawrence October 1984 - March 1989
DEUTSCHE BANK, FORMERLY KNOW January 1984 - January 1989
Shearson Lehman Brothers January 1982 - October 1984
SHEARSON LEHMAN BROTHERS January 1982 - January 1984
Education
City University of New York City College 1984 — 1998
Coursework in Business Administration
Queens borough Community College
work, Business Administration
narayana vallapuneni narayana vallapuneni's Citigroup Global Markets Inc. Experience May 2011 - Present
Job Technical Project Lead at Tata Consultancy Services
Industry Information Technology and Services
Experience
Citigroup Global Markets Inc May 2011 - Present
CITI Financial North America May 2006 - April 2011
Tata Consultancy Services August 2005 - April 2006
Polaris Software Lab October 2003 - August 2005
INTELLIGENT SYSTEMS INDIA LTD July 2002 - September 2003
Skills
PL/SQL, SDLC, Oracle, Requirements Analysis, Solution Architecture, Unix Shell Scripting, Unix, SQL, ETL, C, Data Modeling, DB2, Software Project..., Datastage, Business Analysis, Requirements Gathering, Project Management, Production Support, Autosys, CPP, Agile Methodologies, Hadoop, Apache Pig, Hive, HBase, Sqoop, hdfs, MapReduce, Oracle SQL Developer, Putty, Talend Open Studio, Java, Core Java
Education
Acharya Nagarjuna University 1999 — 2002
MCA, Master of Computer Applications
Acharya Nagarjuna University 1996 — 2002
B.Sc, Maths, Physics, Computers
Citigroup Global Markets Inc May 2011 - Present
CITI Financial North America May 2006 - April 2011
Tata Consultancy Services August 2005 - April 2006
Polaris Software Lab October 2003 - August 2005
INTELLIGENT SYSTEMS INDIA LTD July 2002 - September 2003
Skills
PL/SQL, SDLC, Oracle, Requirements Analysis, Solution Architecture, Unix Shell Scripting, Unix, SQL, ETL, C, Data Modeling, DB2, Software Project..., Datastage, Business Analysis, Requirements Gathering, Project Management, Production Support, Autosys, CPP, Agile Methodologies, Hadoop, Apache Pig, Hive, HBase, Sqoop, hdfs, MapReduce, Oracle SQL Developer, Putty, Talend Open Studio, Java, Core Java
Education
Acharya Nagarjuna University 1999 — 2002
MCA, Master of Computer Applications
Acharya Nagarjuna University 1996 — 2002
B.Sc, Maths, Physics, Computers
Fernando Alvarez's Citigroup Global Markets Inc. Experience March 2004 - February 2009
Job Principal at LumenUmbraStudios
Industry International Trade and Development
Experience
FernandoAR March 2009 - Present
Citigroup Global Markets Inc. March 2004 - February 2009
Citigroup Global Markets Inc. August 1997 - April 2004
Skills
Digital Photography, Photography, Photoshop, Lighting, Fine Art Photography, Lightroom, Management, Commercial Real Estate..., Project Management, Project Coordination, Operations Management, Trade Contracts and..., INCO terms, Mac, Time Management, Data Research
Education
Center for International Trade Development College Advancement & Economic Development 2013 — 2013
Study International INCO Terms, Trade Contracts & Legal Issues, International Business/Trade/Commerce
Art Center College of Design 2009 — 2010
Candidate B.F.A, Photography & Imaging
UCLA Extension International Trade & Commerce 1996 — 1998
Professional Designation, International Trade
Pasadena City College 1994 — 1996
Certificate, International Trade Management
Mark Keppel High School - Alhambra, CA 1983 — 1986
High School Diploma, High School/Secondary Diplomas and Certificates
Colegio Centro América - Nicaragua 1977 — 1982
none completed only 7th grade, Junior High/Intermediate/Middle School Education and Teaching
FernandoAR March 2009 - Present
Citigroup Global Markets Inc. March 2004 - February 2009
Citigroup Global Markets Inc. August 1997 - April 2004
Skills
Digital Photography, Photography, Photoshop, Lighting, Fine Art Photography, Lightroom, Management, Commercial Real Estate..., Project Management, Project Coordination, Operations Management, Trade Contracts and..., INCO terms, Mac, Time Management, Data Research
Education
Center for International Trade Development College Advancement & Economic Development 2013 — 2013
Study International INCO Terms, Trade Contracts & Legal Issues, International Business/Trade/Commerce
Art Center College of Design 2009 — 2010
Candidate B.F.A, Photography & Imaging
UCLA Extension International Trade & Commerce 1996 — 1998
Professional Designation, International Trade
Pasadena City College 1994 — 1996
Certificate, International Trade Management
Mark Keppel High School - Alhambra, CA 1983 — 1986
High School Diploma, High School/Secondary Diplomas and Certificates
Colegio Centro América - Nicaragua 1977 — 1982
none completed only 7th grade, Junior High/Intermediate/Middle School Education and Teaching
Vivek Kaul Vivek Kaul's Citigroup Global Markets Inc. Experience September 2005 - September 2010
Job IT Specialist
Industry Information Technology and Services
Experience
Citigroup Global Markets Inc. September 2005 - September 2010
Citigroup September 1994 - September 2000
RCG Information Technology 1994 - 1999
Skills
Enterprise Architecture, Unix, SDLC, Business Analysis
Education
Indian Institute of Management, Calcutta
MBA
Delhi University
MCA
St. Stephen's College
B Sc, Mathematics
Citigroup Global Markets Inc. September 2005 - September 2010
Citigroup September 1994 - September 2000
RCG Information Technology 1994 - 1999
Skills
Enterprise Architecture, Unix, SDLC, Business Analysis
Education
Indian Institute of Management, Calcutta
MBA
Delhi University
MCA
St. Stephen's College
B Sc, Mathematics
Elliot Conway's Citigroup Global Markets Inc. Experience 1974 - 2009
Job at ConwayAdvisors
Industry Financial Services
Experience
ConwayAdvisors January 2009 - Present
Citigroup Global Markets Inc. 1974 - 2009
Skills
Capital Markets, Financial Structuring, Investment Banking, Structured Finance, Emerging Markets, Corporate Finance, Fixed Income, Hedge Funds, Private Equity, Valuation, Securitization, Asset Managment, Derivatives, Financial Modeling, Securities, Banking, Risk Management, Financial Services, Portfolio Management, Loans, Bonds, Commodity, Asset Management, Alternative Investments, Credit, Financial Markets, Investments, Credit Risk, Equities
Education
Harvard Business School 1972 — 1974
MBA, Finance
Cornell University 1968 — 1972
BA, Economics
ConwayAdvisors January 2009 - Present
Citigroup Global Markets Inc. 1974 - 2009
Skills
Capital Markets, Financial Structuring, Investment Banking, Structured Finance, Emerging Markets, Corporate Finance, Fixed Income, Hedge Funds, Private Equity, Valuation, Securitization, Asset Managment, Derivatives, Financial Modeling, Securities, Banking, Risk Management, Financial Services, Portfolio Management, Loans, Bonds, Commodity, Asset Management, Alternative Investments, Credit, Financial Markets, Investments, Credit Risk, Equities
Education
Harvard Business School 1972 — 1974
MBA, Finance
Cornell University 1968 — 1972
BA, Economics
John Costango's Citigroup Global Markets Inc. Experience 2003 - 2007
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2011 - Present
GreensLedge Group LLC May 2009 - October 2011
JP Morgan March 2007 - May 2009
Citigroup Global Markets Inc. 2003 - 2007
Assured Guaranty 2002 - 2004
Winterthur International 2000 - 2001
Arthur Andersen LLP 1998 - 1999
Skills
Credit, Structured Finance, Fixed Income, Capital Markets, Structured Products, Hedge Funds, Financial Structuring, Derivatives, Investment Banking, Portfolio Management, Asset Management, Financial Modeling, Equities, Securities, Valuation, Bonds, Leveraged Finance, Bloomberg, Investments, Strategy
Education
Dickinson College 1989 — 1993
B.A., English and Mathematics
Wilson High School 1985 — 1989
HS Diploma
Lower Merion
J.P. Morgan October 2011 - Present
GreensLedge Group LLC May 2009 - October 2011
JP Morgan March 2007 - May 2009
Citigroup Global Markets Inc. 2003 - 2007
Assured Guaranty 2002 - 2004
Winterthur International 2000 - 2001
Arthur Andersen LLP 1998 - 1999
Skills
Credit, Structured Finance, Fixed Income, Capital Markets, Structured Products, Hedge Funds, Financial Structuring, Derivatives, Investment Banking, Portfolio Management, Asset Management, Financial Modeling, Equities, Securities, Valuation, Bonds, Leveraged Finance, Bloomberg, Investments, Strategy
Education
Dickinson College 1989 — 1993
B.A., English and Mathematics
Wilson High School 1985 — 1989
HS Diploma
Lower Merion
Michael DeMaria Michael DeMaria's Citigroup Global Markets Inc. Experience March 2007 - Present
Job Assistant Vice President at Citigroup Global Markets Inc.
Industry Capital Markets
Experience
Citigroup Global Markets Inc. March 2007 - Present
Marshall & Stevens Inc. June 2005 - February 2007
Loyola University Maryland September 2001 - May 2005
World Trade Center Institute August 2004 - December 2004
Marshall & Stevens May 2003 - January 2004
Skills
Financial Modeling, Commodity, Fixed Income, Equities, Securities, Valuation, Leadership, Portfolio Management, Analysis, Business Development, Trading, Bloomberg Terminal, Derivatives, Bloomberg, Financial Services, Finance, Hedge Funds, Capital Markets, Asset Management, Alternative Investments
Education
Loyola University Maryland 2001 — 2005
Bachelors Degree in Business Administration (BBA)
Kansai Gaidai University 2004 — 2004
East Asian Studies
St. Joseph's Prep 1997 — 2001
Citigroup Global Markets Inc. March 2007 - Present
Marshall & Stevens Inc. June 2005 - February 2007
Loyola University Maryland September 2001 - May 2005
World Trade Center Institute August 2004 - December 2004
Marshall & Stevens May 2003 - January 2004
Skills
Financial Modeling, Commodity, Fixed Income, Equities, Securities, Valuation, Leadership, Portfolio Management, Analysis, Business Development, Trading, Bloomberg Terminal, Derivatives, Bloomberg, Financial Services, Finance, Hedge Funds, Capital Markets, Asset Management, Alternative Investments
Education
Loyola University Maryland 2001 — 2005
Bachelors Degree in Business Administration (BBA)
Kansai Gaidai University 2004 — 2004
East Asian Studies
St. Joseph's Prep 1997 — 2001
Jim Leman Jim Leman's Citigroup Global Markets Inc. Experience 1998 - 2003
Job Senior Advisor at Eleven Canterbury
Industry Management Consulting
Experience
James T. Leman & Associates May 2013 - Present
Eleven Canterbury 2013 - Present
Westwater Corp January 2007 - May 2013
Algorithmic Trading Management 2010 - 2011
Fix Protocol Community 1995 - 2009
HSBC Securities (USA) Inc. May 2005 - October 2006
Sungard/Brass 2004 - 2005
Citigroup May 1981 - January 2004
Citigroup Global Markets Inc 1998 - 2003
Salomon Smith Barney 1997 - 2003
Skills
Middle Office, Equities, Trading Systems, Electronic Trading, Trading, FIX, Options, Securities, Commodity, Fixed Income, Equity Trading, Capital Markets, Prime Brokerage, Investments, Hedge Funds, Financial Markets, Derivatives, FINRA, Asset Management, Investment Banking, Back Office, Foreign Exchange, FX Options, Equity Derivatives, Market Data, Bloomberg, Alternative Investments, Emerging Markets, Portfolio Management, Management Consulting, Financial Risk
Education
Fordham University - Graduate School of Business Administration 1973 — 1975
MBA Financial Management
Saint Peter's University 1964 — 1968
BS, Accounting
Saint Peter's University 1964 — 1968
Bachelor of Science (BS), Accounting
James T. Leman & Associates May 2013 - Present
Eleven Canterbury 2013 - Present
Westwater Corp January 2007 - May 2013
Algorithmic Trading Management 2010 - 2011
Fix Protocol Community 1995 - 2009
HSBC Securities (USA) Inc. May 2005 - October 2006
Sungard/Brass 2004 - 2005
Citigroup May 1981 - January 2004
Citigroup Global Markets Inc 1998 - 2003
Salomon Smith Barney 1997 - 2003
Skills
Middle Office, Equities, Trading Systems, Electronic Trading, Trading, FIX, Options, Securities, Commodity, Fixed Income, Equity Trading, Capital Markets, Prime Brokerage, Investments, Hedge Funds, Financial Markets, Derivatives, FINRA, Asset Management, Investment Banking, Back Office, Foreign Exchange, FX Options, Equity Derivatives, Market Data, Bloomberg, Alternative Investments, Emerging Markets, Portfolio Management, Management Consulting, Financial Risk
Education
Fordham University - Graduate School of Business Administration 1973 — 1975
MBA Financial Management
Saint Peter's University 1964 — 1968
BS, Accounting
Saint Peter's University 1964 — 1968
Bachelor of Science (BS), Accounting
Stephen Medow Stephen Medow's Citigroup Global Markets Inc. Experience May 2007 - August 2007
Job Associate at Harris, O'Brien, St. Laurent & Chaudhry LLP
Industry Law Practice
Experience
Harris, O'Brien, St. Laurent & Chaudhry LLP February 2015 - Present
Bingham McCutchen September 2009 - December 2014
Hon. Kiyo Matsumoto, United States District Court, Eastern District of New York August 2008 - December 2008
Citigroup Global Markets Inc. May 2007 - August 2007
BearingPoint February 2005 - July 2006
Hughes Hubbard & Reed LLP July 2003 - February 2005
Skills
Litigation, Intellectual Property, Legal Writing, Commercial Litigation, Securities, Legal Research, Corporate Law, Corporate Governance, Litigation Support, Civil Litigation, International Law, Westlaw, Securities Litigation
Education
Brooklyn Law School 2006 — 2009
Doctor of Law (J.D.)
Brandeis University 1999 — 2003
Bachelor of Arts (B.A.), cum laude, Economics, Politics
Yorktown High School 1995 — 1999
Harris, O'Brien, St. Laurent & Chaudhry LLP February 2015 - Present
Bingham McCutchen September 2009 - December 2014
Hon. Kiyo Matsumoto, United States District Court, Eastern District of New York August 2008 - December 2008
Citigroup Global Markets Inc. May 2007 - August 2007
BearingPoint February 2005 - July 2006
Hughes Hubbard & Reed LLP July 2003 - February 2005
Skills
Litigation, Intellectual Property, Legal Writing, Commercial Litigation, Securities, Legal Research, Corporate Law, Corporate Governance, Litigation Support, Civil Litigation, International Law, Westlaw, Securities Litigation
Education
Brooklyn Law School 2006 — 2009
Doctor of Law (J.D.)
Brandeis University 1999 — 2003
Bachelor of Arts (B.A.), cum laude, Economics, Politics
Yorktown High School 1995 — 1999
Anthony Raimondi Anthony Raimondi's Citigroup Global Markets Inc. Experience June 1992 - December 2008
Job Consultant at Economic Analysis Group, Ltd
Industry Legal Services
Experience
Economic Analysis Group, Ltd January 2009 - Present
Economic Analysis Group, Ltd January 2009 - Present
Citigroup Global Markets Inc. June 1992 - December 2008
Price Waterhouse December 1986 - January 1990
Skills
Securities Litigation, Expert Witness, Corporate Finance, Corporate Governance, Civil Litigation, Corporate Law, Commercial Litigation, Securities Regulation, Legal Research, Mergers & Acquisitions, Securities, Mediation, Legal Writing, Arbitration, Due Diligence, Litigation
Education
Brooklyn Law School 1984 — 1988
Juris Doctorate, Law
St. Johns University 1978 — 1982
Accounting
Elmont Memorial High School 1975 — 1978
Economic Analysis Group, Ltd January 2009 - Present
Economic Analysis Group, Ltd January 2009 - Present
Citigroup Global Markets Inc. June 1992 - December 2008
Price Waterhouse December 1986 - January 1990
Skills
Securities Litigation, Expert Witness, Corporate Finance, Corporate Governance, Civil Litigation, Corporate Law, Commercial Litigation, Securities Regulation, Legal Research, Mergers & Acquisitions, Securities, Mediation, Legal Writing, Arbitration, Due Diligence, Litigation
Education
Brooklyn Law School 1984 — 1988
Juris Doctorate, Law
St. Johns University 1978 — 1982
Accounting
Elmont Memorial High School 1975 — 1978
Anthony Bodetti's Citigroup Global Markets Inc. Experience May 2011 - August 2011
Job Management Rotational Program at Citi
Industry Financial Services
Experience
Citi March 2013 - June 2014
Citigroup Global Markets Inc May 2011 - August 2011
TnT Expense Management, Division of Vodafone Global Enterprise October 2006 - August 2010
Barclays Capital January 2009 - May 2009
Skills
Financial Modeling, Trading, Training, Management, Microsoft Excel, Accounting, Telecommunications
Education
University of Connecticut School of Law 2014 — 2017
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance; Business, 3.4
Citi March 2013 - June 2014
Citigroup Global Markets Inc May 2011 - August 2011
TnT Expense Management, Division of Vodafone Global Enterprise October 2006 - August 2010
Barclays Capital January 2009 - May 2009
Skills
Financial Modeling, Trading, Training, Management, Microsoft Excel, Accounting, Telecommunications
Education
University of Connecticut School of Law 2014 — 2017
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance; Business, 3.4
Giraud Payen Giraud Payen's Citigroup Global Markets Inc. Experience June 2009 - August 2009
Job Associate at Clarion Partners LLC
Industry Real Estate
Experience
Clarion Partners LLC September 2015 - Present
The Townsend Group October 2012 - June 2015
KeyBanc Capital Markets July 2010 - September 2012
Citigroup Global Markets Inc. June 2009 - August 2009
Transamerica Asset Management Group (AEGON) May 2008 - August 2008
Grassano Management Inc. 2007 - 2008
Skills
Bloomberg, Valuation, Financial Modeling, Private Equity, Financial Analysis, Investment Banking, Portfolio Management, Asset Management, Corporate Finance, Capital Markets, Investments, Equities, Fixed Income
Education
Florida Atlantic University 2006 — 2010
BS, Finance, Economics
American Business School 2008 — 2009
Economics
Clarion Partners LLC September 2015 - Present
The Townsend Group October 2012 - June 2015
KeyBanc Capital Markets July 2010 - September 2012
Citigroup Global Markets Inc. June 2009 - August 2009
Transamerica Asset Management Group (AEGON) May 2008 - August 2008
Grassano Management Inc. 2007 - 2008
Skills
Bloomberg, Valuation, Financial Modeling, Private Equity, Financial Analysis, Investment Banking, Portfolio Management, Asset Management, Corporate Finance, Capital Markets, Investments, Equities, Fixed Income
Education
Florida Atlantic University 2006 — 2010
BS, Finance, Economics
American Business School 2008 — 2009
Economics
Chirag J. Domadia, Esq. Chirag J. Domadia, Esq.'s Citigroup Global Markets Inc. Experience September 2011 - August 2014
Job Attorney at Bryan Cave
Industry Legal Services
Experience
Bryan Cave January 2015 - Present
Domadia Law, P.C. January 2014 - January 2015
Citigroup Global Markets Inc September 2011 - August 2014
Financial Industry Regulatory Authority (FINRA) - Department of Enforcement May 2011 - August 2011
Lucchese & D'Ammora, LLP July 2010 - August 2010
Ninth Judicial District Westchester County Court, Honorable Robert M. DiBella June 2010 - July 2010
Various October 2005 - March 2010
Skills
Securities, Securities Regulation, Corporate Law, Legal Research, Capital Markets, Derivatives, Legal Writing, Dodd-Frank, Real Estate Transactions, Start-ups, Hedge Funds, Business Intelligence, Corporate Finance, Litigation, Business Advising, General Business Advice, Business Analysis, Business Development, Due Diligence, Business Advisory, Business Planning, Start-up Consulting, Managing Start-ups, Closing Contracts, Relationship Management, Intellectual Property, Civil Litigation, Licensing, Management
Education
New York Law School 2009 — 2012
Juris Doctor, Corporate & Securities Law, 3.92
Boston University - School of Management 2001 — 2005
BSBA, Finance & Accounting
Herricks High School 1997 — 2001
Bryan Cave January 2015 - Present
Domadia Law, P.C. January 2014 - January 2015
Citigroup Global Markets Inc September 2011 - August 2014
Financial Industry Regulatory Authority (FINRA) - Department of Enforcement May 2011 - August 2011
Lucchese & D'Ammora, LLP July 2010 - August 2010
Ninth Judicial District Westchester County Court, Honorable Robert M. DiBella June 2010 - July 2010
Various October 2005 - March 2010
Skills
Securities, Securities Regulation, Corporate Law, Legal Research, Capital Markets, Derivatives, Legal Writing, Dodd-Frank, Real Estate Transactions, Start-ups, Hedge Funds, Business Intelligence, Corporate Finance, Litigation, Business Advising, General Business Advice, Business Analysis, Business Development, Due Diligence, Business Advisory, Business Planning, Start-up Consulting, Managing Start-ups, Closing Contracts, Relationship Management, Intellectual Property, Civil Litigation, Licensing, Management
Education
New York Law School 2009 — 2012
Juris Doctor, Corporate & Securities Law, 3.92
Boston University - School of Management 2001 — 2005
BSBA, Finance & Accounting
Herricks High School 1997 — 2001
Benjamin Baker's Citigroup Global Markets Inc. Experience June 2007 - July 2008
Job Investment Professional at Hudson Clean Energy
Industry Venture Capital & Private Equity
Experience
Hudson Clean Energy June 2015 - Present
GE Energy Financial Services July 2014 - June 2015
Safari Energy, LLC January 2014 - June 2014
GE Energy Financial Services June 2013 - August 2013
Safari Energy, LLC March 2011 - June 2012
Technical Advisory to Department of Energy February 2010 - February 2011
Dexia Global Structured Finance, LLC July 2008 - January 2010
Citigroup Global Markets, Inc June 2007 - July 2008
Skills
Due Diligence, Financial Modeling, Energy, Project Finance, Mergers, Renewable Energy, Cleantech, Energy Efficiency, Valuation, Corporate Finance, Financial Services
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Columbia University in the City of New York 2003 — 2007
BA, French
Université Panthéon Sorbonne (Paris I) 2006 — 2006
European Economics, European Relations
Hudson Clean Energy June 2015 - Present
GE Energy Financial Services July 2014 - June 2015
Safari Energy, LLC January 2014 - June 2014
GE Energy Financial Services June 2013 - August 2013
Safari Energy, LLC March 2011 - June 2012
Technical Advisory to Department of Energy February 2010 - February 2011
Dexia Global Structured Finance, LLC July 2008 - January 2010
Citigroup Global Markets, Inc June 2007 - July 2008
Skills
Due Diligence, Financial Modeling, Energy, Project Finance, Mergers, Renewable Energy, Cleantech, Energy Efficiency, Valuation, Corporate Finance, Financial Services
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Columbia University in the City of New York 2003 — 2007
BA, French
Université Panthéon Sorbonne (Paris I) 2006 — 2006
European Economics, European Relations
Ryan M. Donovan Ryan M. Donovan's Citigroup Global Markets Inc. Experience August 2009 - June 2010
Job Associate General Counsel at Platte River Power Authority
Industry Legal Services
Experience
Platte River Power Authority June 2015 - Present
Lawrence Jones Custer Grasmick LLP April 2013 - May 2015
U.S. Geological Survey (USGS), Policy Analysis and Science Assistance Branch May 2012 - January 2014
Citigroup Global Markets Inc. August 2009 - June 2010
United States Geological Survey, Policy Analysis and Science Assistance Branch August 2004 - August 2006
Skills
Policy Analysis, Legal Research, Research, Proposal Writing, Legal Writing, Economics, Management, Courts, Mediation, Litigation, Public Policy, Environmental Policy, Public Speaking, Administrative Law, Government, Appeals, Policy, Sustainability, Nonprofits, Civil Litigation, Corporate Law
Education
University of Wyoming College of Law 2006 — 2009
JD
Colorado State University 2004 — 2006
MS, Agricultural Economics
Colorado State University 2001 — 2004
Bachelor of Science (BS), Agricultural Economics
Platte River Power Authority June 2015 - Present
Lawrence Jones Custer Grasmick LLP April 2013 - May 2015
U.S. Geological Survey (USGS), Policy Analysis and Science Assistance Branch May 2012 - January 2014
Citigroup Global Markets Inc. August 2009 - June 2010
United States Geological Survey, Policy Analysis and Science Assistance Branch August 2004 - August 2006
Skills
Policy Analysis, Legal Research, Research, Proposal Writing, Legal Writing, Economics, Management, Courts, Mediation, Litigation, Public Policy, Environmental Policy, Public Speaking, Administrative Law, Government, Appeals, Policy, Sustainability, Nonprofits, Civil Litigation, Corporate Law
Education
University of Wyoming College of Law 2006 — 2009
JD
Colorado State University 2004 — 2006
MS, Agricultural Economics
Colorado State University 2001 — 2004
Bachelor of Science (BS), Agricultural Economics
Elsa Lee's Citigroup Global Markets Inc. Experience July 2012 - August 2012
Job Student at Cornell University
Industry Financial Services
Experience
Cornell Venture Capital September 2012 - Present
KPMG June 2013 - July 2013
Citigroup Global Markets Inc. July 2012 - August 2012
JW Marriott Hotel 2010 - 2010
Skills
Relationship Management, Finance, Microsoft Word, Business Analysis, Employee Relations, PowerPoint, Tourism, Financial Modeling, Microsoft Office, Microsoft Excel
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Hotel Administration/Management
Cornell Venture Capital September 2012 - Present
KPMG June 2013 - July 2013
Citigroup Global Markets Inc. July 2012 - August 2012
JW Marriott Hotel 2010 - 2010
Skills
Relationship Management, Finance, Microsoft Word, Business Analysis, Employee Relations, PowerPoint, Tourism, Financial Modeling, Microsoft Office, Microsoft Excel
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Hotel Administration/Management
Douglas Hopkins's Citigroup Global Markets Inc. Experience October 2011 - Present
Job Senior Manager, Investor Services, OTC and Futures & Options Derivative Clearing, Collateral Management
Industry Financial Services
Experience
Citigroup Global Markets Inc October 2011 - Present
Citigroup Global Markets Japan Inc June 2008 - October 2011
Citigroup Global Markets Inc June 2006 - May 2008
Skills
Futures, Clearing Houses, OTC Clearing, Collateral Management, Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Interest Rate..., Middle Office, Trading Systems, Hedge Funds, Financial Markets, Electronic Trading, Options, Trading, Bloomberg, Equity Derivatives
Education
Indiana University Bloomington
Bachelor's Degree, Kelley School of Business
Citigroup Global Markets Inc October 2011 - Present
Citigroup Global Markets Japan Inc June 2008 - October 2011
Citigroup Global Markets Inc June 2006 - May 2008
Skills
Futures, Clearing Houses, OTC Clearing, Collateral Management, Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Interest Rate..., Middle Office, Trading Systems, Hedge Funds, Financial Markets, Electronic Trading, Options, Trading, Bloomberg, Equity Derivatives
Education
Indiana University Bloomington
Bachelor's Degree, Kelley School of Business
Richard Pond, CRPS®, AIF® Richard Pond, CRPS®, AIF®'s Citigroup Global Markets Inc. Experience March 2000 - June 2009
Job President and Founder, Pond Wealth Management LLC, an independent wealth management and advisory firm.
Industry Financial Services
Experience
Pond Wealth Management LLC March 2013 - Present
Morgan Stanley June 2009 - March 2013
Citigroup Global Markets Inc. March 2000 - June 2009
JPMorgan Chase April 1985 - October 1999
Education
Baylor University
B.A., Pre-Medicine
University of Houston
M.B.A., Finance
Pond Wealth Management LLC March 2013 - Present
Morgan Stanley June 2009 - March 2013
Citigroup Global Markets Inc. March 2000 - June 2009
JPMorgan Chase April 1985 - October 1999
Education
Baylor University
B.A., Pre-Medicine
University of Houston
M.B.A., Finance
Bo Brink Bo Brink's Citigroup Global Markets Inc. Experience July 2005 - June 2007
Job M&A and Corporate Finance Professional
Industry Financial Services
Experience
Lincoln International July 2011 - July 2013
FBR & Co. September 2009 - July 2011
Watch Hill Partners LLC July 2007 - September 2009
Citigroup Global Markets Inc. July 2005 - June 2007
Skills
LBO, Investment Banking, Valuation, Private Equity, Financial Modeling, Bloomberg, Equities, Corporate Finance, Financial Analysis, Capital IQ, Series 7, Financial Structuring, M&A experience, Venture Capital, Securities, Strategic Financial..., Corporate Development, Bloomberg Terminal, Investments, Business Valuation, Divestitures, Banking, DCF, Business Strategy, IPO, Leveraged Finance, Restructuring, Due Diligence, Capital Markets, Mergers, Finance
Education
Georgetown University - The McDonough School of Business 2001 — 2005
BSBA, Double major in Accounting & Finance
The Hotchkiss School 1997 — 2001
Lincoln International July 2011 - July 2013
FBR & Co. September 2009 - July 2011
Watch Hill Partners LLC July 2007 - September 2009
Citigroup Global Markets Inc. July 2005 - June 2007
Skills
LBO, Investment Banking, Valuation, Private Equity, Financial Modeling, Bloomberg, Equities, Corporate Finance, Financial Analysis, Capital IQ, Series 7, Financial Structuring, M&A experience, Venture Capital, Securities, Strategic Financial..., Corporate Development, Bloomberg Terminal, Investments, Business Valuation, Divestitures, Banking, DCF, Business Strategy, IPO, Leveraged Finance, Restructuring, Due Diligence, Capital Markets, Mergers, Finance
Education
Georgetown University - The McDonough School of Business 2001 — 2005
BSBA, Double major in Accounting & Finance
The Hotchkiss School 1997 — 2001
Yolanda Bobb Yolanda Bobb's Citigroup Global Markets Inc. Experience May 2011 - December 2014
Job at
Industry Financial Services
Experience
Citi December 2014 - Present
Lehman Brothers / Barclays Capital October 2007 - Present
Citigroup Global Markets Inc. May 2011 - December 2014
Credit Suisse Securities (USA) LLC December 2009 - May 2011
Fifth Avenue Financial March 2009 - July 2009
Lehman Brothers August 2002 - October 2007
Soros Fund Management LLC November 1999 - January 2002
Skills
Procurement, Expense Management, Office Management, Vendor Management, Analysis, Business Analysis, Financial Modeling, Access, Leadership, Human Resources, Concur, Management, PeopleSoft, Project Management, Purchasing, Risk Management, Strategy, Equities, Financial Analysis, Program Management
Education
City University of New York-John Jay College of Criminal Justice
BS, Criminal Justice
Y.Bobb
Citi December 2014 - Present
Lehman Brothers / Barclays Capital October 2007 - Present
Citigroup Global Markets Inc. May 2011 - December 2014
Credit Suisse Securities (USA) LLC December 2009 - May 2011
Fifth Avenue Financial March 2009 - July 2009
Lehman Brothers August 2002 - October 2007
Soros Fund Management LLC November 1999 - January 2002
Skills
Procurement, Expense Management, Office Management, Vendor Management, Analysis, Business Analysis, Financial Modeling, Access, Leadership, Human Resources, Concur, Management, PeopleSoft, Project Management, Purchasing, Risk Management, Strategy, Equities, Financial Analysis, Program Management
Education
City University of New York-John Jay College of Criminal Justice
BS, Criminal Justice
Y.Bobb
Matt Sterett Matt Sterett's Citigroup Global Markets Inc. Experience June 2011 - June 2013
Job CoFounder, Entrepreneur, Principal at Richardson James, LLC
Industry Financial Services
Experience
Richardson James, LLC September 2014 - Present
Citigroup Global Markets Inc. June 2011 - June 2013
Citigroup Global Markets Inc. June 2010 - August 2010
Treasury Partners May 2009 - August 2009
Sard Verbinnen & Co April 2008 - July 2008
Skills
Economics, Banking, Bloomberg, Credit Analysis, Financial Analysis, Equities, Downstream Oil & Gas, Structured Finance, Corporate Finance, Project Finance, Financial Modeling, Legal Research, Market Research, Investment Banking, Fixed Income, Valuation, Trading, Finance, Investments, Research
Education
ESCP Europe 2013 — 2014
Master's degree, Energy Management, Merit
Connecticut College 2005 — 2010
Bachelor of Arts (B.A.), Economics, Cum Laude
Richardson James, LLC September 2014 - Present
Citigroup Global Markets Inc. June 2011 - June 2013
Citigroup Global Markets Inc. June 2010 - August 2010
Treasury Partners May 2009 - August 2009
Sard Verbinnen & Co April 2008 - July 2008
Skills
Economics, Banking, Bloomberg, Credit Analysis, Financial Analysis, Equities, Downstream Oil & Gas, Structured Finance, Corporate Finance, Project Finance, Financial Modeling, Legal Research, Market Research, Investment Banking, Fixed Income, Valuation, Trading, Finance, Investments, Research
Education
ESCP Europe 2013 — 2014
Master's degree, Energy Management, Merit
Connecticut College 2005 — 2010
Bachelor of Arts (B.A.), Economics, Cum Laude
Matthew Beninato Matthew Beninato's Citigroup Global Markets Inc. Experience August 2005 - August 2009
Job Founder & CEO of Triton Medical Solutions
Industry Hospital & Health Care
Experience
Triton Medical Solutions June 2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated August 2009 - October 2012
Citigroup Global Markets Inc. August 2005 - August 2009
UBS Financial Services Inc. May 2001 - August 2005
Merrill Lynch, Pierce, Fenner & Smith Incorporated October 1998 - May 2001
The Boeing Company May 1996 - October 1998
Skills
Healthcare, Start-ups, Executive Management, Team Building, Marketing Strategy, Customer Service, Sales Management, Coaching, Medical Devices, Leadership, Microsoft Office, Research, Product Development, Account Management, Leadership Development, Human Resources, Training, Plannning, Advertising, Business Planning, Entrepreneurship
Education
Arizona State University
Bachelor's degree, Banking, Corporate Finance, and Securities Law
Triton Medical Solutions June 2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated August 2009 - October 2012
Citigroup Global Markets Inc. August 2005 - August 2009
UBS Financial Services Inc. May 2001 - August 2005
Merrill Lynch, Pierce, Fenner & Smith Incorporated October 1998 - May 2001
The Boeing Company May 1996 - October 1998
Skills
Healthcare, Start-ups, Executive Management, Team Building, Marketing Strategy, Customer Service, Sales Management, Coaching, Medical Devices, Leadership, Microsoft Office, Research, Product Development, Account Management, Leadership Development, Human Resources, Training, Plannning, Advertising, Business Planning, Entrepreneurship
Education
Arizona State University
Bachelor's degree, Banking, Corporate Finance, and Securities Law
Jenner Smith's Citigroup Global Markets Inc. Experience August 2012 - Present
Job Associate, Citigroup
Industry Financial Services
Experience
Citigroup Global Markets Inc August 2012 - Present
Deutsche Bank November 2009 - July 2010
Dresdner Kleinwort July 2006 - December 2009
Skills
Financial Modeling, Capital Markets, Valuation, Private Equity, Fixed Income, Asset Managment, Corporate Finance, Financial Analysis, Investment Banking, Portfolio Management, Asset Management, Hedge Funds, Bloomberg, Risk Management, Securities, Trading, Finance, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Finance
Gettysburg College 2002 — 2006
Citigroup Global Markets Inc August 2012 - Present
Deutsche Bank November 2009 - July 2010
Dresdner Kleinwort July 2006 - December 2009
Skills
Financial Modeling, Capital Markets, Valuation, Private Equity, Fixed Income, Asset Managment, Corporate Finance, Financial Analysis, Investment Banking, Portfolio Management, Asset Management, Hedge Funds, Bloomberg, Risk Management, Securities, Trading, Finance, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Finance
Gettysburg College 2002 — 2006
Sylvianne Gonzalez Sylvianne Gonzalez's Citigroup Global Markets Inc. Experience September 2010 - September 2013
Job Front Office Administrative Assistant at CGI Federal U.S. Department of State
Industry Capital Markets
Experience
CGI Federal - U.S. Department of State December 2013 - Present
Citigroup Global Markets Inc. September 2010 - September 2013
CitiFinancial North America September 2007 - September 2010
Skills
Sales, Access, Training, Budgets, Management, Administrative..., PowerPoint, Marketing, Analysis, Outlook, Invoicing, Team Building, Customer Service, Microsoft Word, Editing, Administrative..., Microsoft Excel, Account Reconciliation, Policy, Microsoft Office, Leadership, Accounting, Account Management, Event Planning, Translation, Interpreting, Accounts Payable, Accounts Receivable, Purchase Requisitions
Education
Florida International University 1996 — 1998
Bachelor of Arts (BA), Romance Languages, Literatures, and Linguistics
Universidad de Puerto Rico 1993 — 1996
Modern Languages
Cupeyville School 1979 — 1993
High School
CGI Federal - U.S. Department of State December 2013 - Present
Citigroup Global Markets Inc. September 2010 - September 2013
CitiFinancial North America September 2007 - September 2010
Skills
Sales, Access, Training, Budgets, Management, Administrative..., PowerPoint, Marketing, Analysis, Outlook, Invoicing, Team Building, Customer Service, Microsoft Word, Editing, Administrative..., Microsoft Excel, Account Reconciliation, Policy, Microsoft Office, Leadership, Accounting, Account Management, Event Planning, Translation, Interpreting, Accounts Payable, Accounts Receivable, Purchase Requisitions
Education
Florida International University 1996 — 1998
Bachelor of Arts (BA), Romance Languages, Literatures, and Linguistics
Universidad de Puerto Rico 1993 — 1996
Modern Languages
Cupeyville School 1979 — 1993
High School
Shari Braunstein Shari Braunstein's Citigroup Global Markets Inc. Experience May 2005 - May 2008
Job Administrative Assistant at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank February 2013 - Present
UBS Investment Bank March 2012 - August 2012
Morgan Stanley March 2011 - March 2011
Elliot Associates October 2010 - October 2010
Barclays Capital July 2009 - August 2010
BGC Partners/Cantor Fitzgerald October 2008 - February 2009
Citigroup Global Markets, Inc May 2005 - May 2008
Quintum Technologies February 2004 - May 2005
Sleep Innovations February 2002 - November 2002
Alphion Corporation December 2000 - November 2001
Skills
Administrative Support, Calendars, Fax, Microsoft Office, Word, Supplies, Expenses, Excel, SAP, Roadshows, Microsoft Excel, Administrative..., Microsoft Word, Answering Phones, Heavy Phones, Concur, General Administrative..., EventPortal, Radar, Logistics, multi tasker, Organization Skills, Accounts Payable, Customer Service, Human Resources, Management, Outlook, QuickBooks, Spreadsheets, Telephone Skills, Time Management, Administration, Administrative...
Education
Brookdale Community College 2003 — 2005
Associate; Applied Science Degree, Paralegal Studies
Standard Chartered Bank February 2013 - Present
UBS Investment Bank March 2012 - August 2012
Morgan Stanley March 2011 - March 2011
Elliot Associates October 2010 - October 2010
Barclays Capital July 2009 - August 2010
BGC Partners/Cantor Fitzgerald October 2008 - February 2009
Citigroup Global Markets, Inc May 2005 - May 2008
Quintum Technologies February 2004 - May 2005
Sleep Innovations February 2002 - November 2002
Alphion Corporation December 2000 - November 2001
Skills
Administrative Support, Calendars, Fax, Microsoft Office, Word, Supplies, Expenses, Excel, SAP, Roadshows, Microsoft Excel, Administrative..., Microsoft Word, Answering Phones, Heavy Phones, Concur, General Administrative..., EventPortal, Radar, Logistics, multi tasker, Organization Skills, Accounts Payable, Customer Service, Human Resources, Management, Outlook, QuickBooks, Spreadsheets, Telephone Skills, Time Management, Administration, Administrative...
Education
Brookdale Community College 2003 — 2005
Associate; Applied Science Degree, Paralegal Studies
Mark Groner's Citigroup Global Markets Inc. Experience June 2004 - December 2005
Job Vice President at Sopris Capital Associates
Industry Venture Capital & Private Equity
Experience
Sopris Capital Associates September 2010 - Present
Linden LLC December 2005 - July 2008
Citigroup Global Markets Inc. June 2004 - December 2005
Citigroup Global Markets Inc. June 2003 - August 2003
Skills
Private Equity, Financial Modeling, Corporate Finance, Valuation, Venture Capital, Corporate Development, Mergers, Due Diligence, Investment Banking, Financial Analysis, LBO, Business Strategy, Portfolio Management, Investments, Entrepreneurship, M&A experience, Business Valuation, Capital Markets, Emerging Markets, Equity Research, Alternative Investments, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship
Indiana University - Kelley School of Business 2000 — 2004
BS, Finance
Sopris Capital Associates September 2010 - Present
Linden LLC December 2005 - July 2008
Citigroup Global Markets Inc. June 2004 - December 2005
Citigroup Global Markets Inc. June 2003 - August 2003
Skills
Private Equity, Financial Modeling, Corporate Finance, Valuation, Venture Capital, Corporate Development, Mergers, Due Diligence, Investment Banking, Financial Analysis, LBO, Business Strategy, Portfolio Management, Investments, Entrepreneurship, M&A experience, Business Valuation, Capital Markets, Emerging Markets, Equity Research, Alternative Investments, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship
Indiana University - Kelley School of Business 2000 — 2004
BS, Finance
Will Ilwoo Lee Will Ilwoo Lee's Citigroup Global Markets Inc. Experience June 2008 - August 2008
Job Senior Financial Analyst at Siemens
Industry Accounting
Experience
Siemens Healthcare December 2012 - Present
Siemens April 2011 - October 2012
BNY ConvergEx November 2008 - November 2010
The Bank of New York ConvergEx Group November 2008 - November 2010
Citigroup Global Markets Inc June 2008 - August 2008
The Argo Corporation February 2007 - May 2007
Ministry of National Defense Welfare Agency October 2001 - December 2003
Skills
Accounting, Financial Analysis, Auditing, Analysis, Variance Analysis, Forecasting, Financial Reporting, Accounts Receivable, Accounts Payable, Financial Statements, Microsoft Excel, IFRS, Internal Controls, Financial Accounting, Risk Management, FIN, ACC, Controlling, Customer Relations, Microsoft Office, Insurance, Budgets, Financial Risk, Invoicing, General Ledger, Account Reconciliation, Journal Entries, Corporate Finance, Managerial Finance, SAP ERP, Hyperion HFM, Smartview, Budgeting, Headcount Reporting
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor, BA Accounting
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting and Finance
Siemens Healthcare December 2012 - Present
Siemens April 2011 - October 2012
BNY ConvergEx November 2008 - November 2010
The Bank of New York ConvergEx Group November 2008 - November 2010
Citigroup Global Markets Inc June 2008 - August 2008
The Argo Corporation February 2007 - May 2007
Ministry of National Defense Welfare Agency October 2001 - December 2003
Skills
Accounting, Financial Analysis, Auditing, Analysis, Variance Analysis, Forecasting, Financial Reporting, Accounts Receivable, Accounts Payable, Financial Statements, Microsoft Excel, IFRS, Internal Controls, Financial Accounting, Risk Management, FIN, ACC, Controlling, Customer Relations, Microsoft Office, Insurance, Budgets, Financial Risk, Invoicing, General Ledger, Account Reconciliation, Journal Entries, Corporate Finance, Managerial Finance, SAP ERP, Hyperion HFM, Smartview, Budgeting, Headcount Reporting
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor, BA Accounting
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting and Finance
Paul Fraynt's Citigroup Global Markets Inc. Experience July 2006 - August 2008
Job Systematic Investment Strategies
Industry Investment Management
Experience
42 Capital September 2008 - Present
Pace University March 2012 - December 2013
Citigroup Global Markets, Inc July 2006 - August 2008
Credit Suisse August 2004 - June 2006
Goldman, Sachs & Co May 1998 - January 2003
Skills
Hedge Funds, Investments, Portfolio Management, Asset Allocation, Fund Of Funds, Alternative Investments, Equities, Emerging Markets, Commodities, Commodity, Derivatives, Due Diligence, Behavioral Finance, Structured Products, Financial Markets, Options, Trading, Investment Management, Risk Management, Finance, Mutual Funds, Valuation, Strategy
Education
INSEAD 2003 — 2003
MBA, Investment Management
42 Capital September 2008 - Present
Pace University March 2012 - December 2013
Citigroup Global Markets, Inc July 2006 - August 2008
Credit Suisse August 2004 - June 2006
Goldman, Sachs & Co May 1998 - January 2003
Skills
Hedge Funds, Investments, Portfolio Management, Asset Allocation, Fund Of Funds, Alternative Investments, Equities, Emerging Markets, Commodities, Commodity, Derivatives, Due Diligence, Behavioral Finance, Structured Products, Financial Markets, Options, Trading, Investment Management, Risk Management, Finance, Mutual Funds, Valuation, Strategy
Education
INSEAD 2003 — 2003
MBA, Investment Management
Carolyn Saacke's Citigroup Global Markets Inc. Experience 1994 - 1996
Job Managing Director,Capital Markets NYSE
Industry Financial Services
Experience
NYSE 2006 - Present
Deloitte & Touche Corporate Finance LLC 2003 - 2006
Q Partners, LLC 2001 - 2003
Bear, Stearns & Co. Inc. 1996 - 2001
Citigroup Global Markets Inc. 1994 - 1996
Chase Manhattan Bank 1990 - 1993
Skills
Mergers & Acquisitions, Private Equity, Capital Markets, Valuation, Strategy, Start-ups, IPO, Financial Analysis, Business Development, Leveraged Finance, Management, Joint Ventures, Acquisition Integration, Divestitures, Credit, Project Management, Structured Products, High Yield, Financial Advisory, Equities
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1986 — 1990
BA, Economics
NYSE 2006 - Present
Deloitte & Touche Corporate Finance LLC 2003 - 2006
Q Partners, LLC 2001 - 2003
Bear, Stearns & Co. Inc. 1996 - 2001
Citigroup Global Markets Inc. 1994 - 1996
Chase Manhattan Bank 1990 - 1993
Skills
Mergers & Acquisitions, Private Equity, Capital Markets, Valuation, Strategy, Start-ups, IPO, Financial Analysis, Business Development, Leveraged Finance, Management, Joint Ventures, Acquisition Integration, Divestitures, Credit, Project Management, Structured Products, High Yield, Financial Advisory, Equities
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1986 — 1990
BA, Economics
James Peery's Citigroup Global Markets Inc. Experience August 2006 - July 2010
Job Director, Energy Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities, LLC July 2010 - Present
Citigroup Global Markets, Inc August 2006 - July 2010
Lehman Brothers June 2005 - August 2005
Sogeti 2002 - 2004
Accenture 2000 - 2002
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA
University of Washington 1996 — 2000
Bachelor of Arts
Cherry Creek High School 1993 — 1996
Bellevue High School 1993 — 1993
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities, LLC July 2010 - Present
Citigroup Global Markets, Inc August 2006 - July 2010
Lehman Brothers June 2005 - August 2005
Sogeti 2002 - 2004
Accenture 2000 - 2002
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA
University of Washington 1996 — 2000
Bachelor of Arts
Cherry Creek High School 1993 — 1996
Bellevue High School 1993 — 1993
Mustally Hussain's Citigroup Global Markets Inc. Experience 2006 - 2009
Job Head Treasury Strategy and Balance Sheet Management at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America September 2013 - Present
National Grid February 2010 - September 2013
Wright Economics Advisory 2009 - 2010
Citigroup Global Markets, Inc 2006 - 2009
MIT Sloan School of Management 2005 - 2006
Analysis Group 2002 - 2005
Skills
Fixed Income, Treasury, Risk Management, Mergers & Acquisitions, Investor Relations, Derivatives, Due Diligence, Financial Modeling, Strategy, Corporate Finance, Investments, Project Finance, Corporate Development, Business Strategy, Finance, Investment Banking, Capital Markets, Strategic Consulting, Energy, Forecasting, Analysis, Strategy Development, Strategic Analysis, Complex Litigation, Regulatory Strategy, Management, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA)
Fitch Training 2012 — 2012
Credit Analysis
Grinnell College
Bachelors
Hyundai Capital America September 2013 - Present
National Grid February 2010 - September 2013
Wright Economics Advisory 2009 - 2010
Citigroup Global Markets, Inc 2006 - 2009
MIT Sloan School of Management 2005 - 2006
Analysis Group 2002 - 2005
Skills
Fixed Income, Treasury, Risk Management, Mergers & Acquisitions, Investor Relations, Derivatives, Due Diligence, Financial Modeling, Strategy, Corporate Finance, Investments, Project Finance, Corporate Development, Business Strategy, Finance, Investment Banking, Capital Markets, Strategic Consulting, Energy, Forecasting, Analysis, Strategy Development, Strategic Analysis, Complex Litigation, Regulatory Strategy, Management, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA)
Fitch Training 2012 — 2012
Credit Analysis
Grinnell College
Bachelors
Nicolle Haneman Keally's Citigroup Global Markets Inc. Experience June 2003 - August 2003
Job
Industry Biotechnology
Experience
Vertex Pharmaceuticals July 2013 - Present
Vertex Pharmaceuticals March 2011 - July 2013
Vertex Pharmaceuticals July 2007 - March 2011
Procter & Gamble 2006 - July 2007
Procter & Gamble (formerly The Gillette Company) September 2004 - 2006
Citigroup Global Markets Inc. June 2003 - August 2003
The Warnaco Group 2002 - 2002
Credit Suisse First Boston (formerly Donaldson, Lufkin & Jenrette) November 2000 - 2001
Credit Suisse First Boston (formerly Donaldson, Lufkin & Jenrette) September 1999 - November 2000
Chase Manhattan Bank 1998 - July 1999
Skills
Cross-functional Team..., Financial Modeling, Valuation, Strategy, Corporate FP&A, Biotechnology Industry, Long Range Planning, Portfolio Assessment, Market Research, Mergers & Acquisitions, Management Consulting, Lifesciences, Analytics, Business Development, Forecasting, Pharmaceutical Industry, Corporate Development, Due Diligence, Acquisition Integration, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
Dartmouth College 1994 — 1998
A.B.
Rye High School 1990 — 1994
High School
Vertex Pharmaceuticals July 2013 - Present
Vertex Pharmaceuticals March 2011 - July 2013
Vertex Pharmaceuticals July 2007 - March 2011
Procter & Gamble 2006 - July 2007
Procter & Gamble (formerly The Gillette Company) September 2004 - 2006
Citigroup Global Markets Inc. June 2003 - August 2003
The Warnaco Group 2002 - 2002
Credit Suisse First Boston (formerly Donaldson, Lufkin & Jenrette) November 2000 - 2001
Credit Suisse First Boston (formerly Donaldson, Lufkin & Jenrette) September 1999 - November 2000
Chase Manhattan Bank 1998 - July 1999
Skills
Cross-functional Team..., Financial Modeling, Valuation, Strategy, Corporate FP&A, Biotechnology Industry, Long Range Planning, Portfolio Assessment, Market Research, Mergers & Acquisitions, Management Consulting, Lifesciences, Analytics, Business Development, Forecasting, Pharmaceutical Industry, Corporate Development, Due Diligence, Acquisition Integration, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
Dartmouth College 1994 — 1998
A.B.
Rye High School 1990 — 1994
High School
Jeff Weiss's Citigroup Global Markets Inc. Experience January 2002 - July 2005
Job Vice President Acquisitions & Development at Kilroy Realty Corporation
Industry Real Estate
Experience
Kilroy Realty Corporation July 2015 - Present
Pacshore Partners October 2010 - July 2015
Hines Interests, LP July 2007 - August 2010
Citigroup Global Markets Inc. January 2002 - July 2005
Saturday Night Live December 1996 - May 1999
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate and Finance
ESCP-EAP (GB) 2001 — 2002
Masters, Finance and Accounting
University of Pennsylvania 1995 — 1999
Bachelor of Arts, History and English
Crossroads High School 1989 — 1995
Kilroy Realty Corporation July 2015 - Present
Pacshore Partners October 2010 - July 2015
Hines Interests, LP July 2007 - August 2010
Citigroup Global Markets Inc. January 2002 - July 2005
Saturday Night Live December 1996 - May 1999
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate and Finance
ESCP-EAP (GB) 2001 — 2002
Masters, Finance and Accounting
University of Pennsylvania 1995 — 1999
Bachelor of Arts, History and English
Crossroads High School 1989 — 1995
Chris Couvelier's Citigroup Global Markets Inc. Experience June 2005 - September 2005
Job Associate at Cravath, Swaine & Moore LLP
Industry Law Practice
Experience
Cravath, Swaine & Moore LLP October 2010 - Present
Liberal Party of Canada September 2009 - May 2010
Cravath, Swaine & Moore LLP May 2008 - August 2008
Latham & Watkins May 2007 - August 2007
Citigroup Global Markets Inc. June 2005 - September 2005
Skills
Corporate Law, Corporate Governance, Private Equity, Mergers, Due Diligence, Securities, Corporate Finance, Securities Regulation, Financial Modeling, Valuation
Education
Harvard Law School 2006 — 2009
Doctor of Law (JD), Law
Stanford University 2002 — 2006
B.A., Economics
Cravath, Swaine & Moore LLP October 2010 - Present
Liberal Party of Canada September 2009 - May 2010
Cravath, Swaine & Moore LLP May 2008 - August 2008
Latham & Watkins May 2007 - August 2007
Citigroup Global Markets Inc. June 2005 - September 2005
Skills
Corporate Law, Corporate Governance, Private Equity, Mergers, Due Diligence, Securities, Corporate Finance, Securities Regulation, Financial Modeling, Valuation
Education
Harvard Law School 2006 — 2009
Doctor of Law (JD), Law
Stanford University 2002 — 2006
B.A., Economics
Rinat Yogev's Citigroup Global Markets Inc. Experience 2003 - 2006
Job Private Equity Investments
Industry Financial Services
Experience
Allianz Group June 2015 - Present
Capital Dynamics July 2010 - June 2015
Capital Dynamics August 2006 - July 2008
Citigroup Global Markets Inc. 2003 - 2006
Skills
Private Equity, Valuation, Strategy, Venture Capital, Emerging Markets, Investment Banking, Financial Modeling, Management Consulting, LBO, Corporate Development, Corporate Finance, Due Diligence, Alternative Investments, Financial Analysis
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
University of Pennsylvania - The Wharton School 1999 — 2003
B.S., Economics (Finance and Health Care Management)
Randolph
Allianz Group June 2015 - Present
Capital Dynamics July 2010 - June 2015
Capital Dynamics August 2006 - July 2008
Citigroup Global Markets Inc. 2003 - 2006
Skills
Private Equity, Valuation, Strategy, Venture Capital, Emerging Markets, Investment Banking, Financial Modeling, Management Consulting, LBO, Corporate Development, Corporate Finance, Due Diligence, Alternative Investments, Financial Analysis
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
University of Pennsylvania - The Wharton School 1999 — 2003
B.S., Economics (Finance and Health Care Management)
Randolph
Matthew Hausch's Citigroup Global Markets Inc. Experience September 2007 - May 2011
Job Senior Associate at Morgan Stanley, MBA Candidate 2015 Fuqua School of Business Duke University
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Citigroup Global Markets Inc. September 2007 - May 2011
Ameriprise Financial Services November 2006 - July 2007
Avon July 2006 - November 2006
Skills
Equities, Securities, Series 7, Series 63, Strategic Financial..., Portfolio Management, Bloomberg, Financial Planners, Financial Analysis, Asset Managment, Financial Modeling, Uniform Combined State..., Bloomberg Terminal, Finance, Asset Allocation, Energy Industry, Metals, Mining, Asset Management, Financial Planning
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance, General
State University of New York at Buffalo 2002 — 2006
Bachelor's of Science, Finance, General
Morgan Stanley March 2011 - Present
Citigroup Global Markets Inc. September 2007 - May 2011
Ameriprise Financial Services November 2006 - July 2007
Avon July 2006 - November 2006
Skills
Equities, Securities, Series 7, Series 63, Strategic Financial..., Portfolio Management, Bloomberg, Financial Planners, Financial Analysis, Asset Managment, Financial Modeling, Uniform Combined State..., Bloomberg Terminal, Finance, Asset Allocation, Energy Industry, Metals, Mining, Asset Management, Financial Planning
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance, General
State University of New York at Buffalo 2002 — 2006
Bachelor's of Science, Finance, General
Omer Oztan's Citigroup Global Markets Inc. Experience 2005 - Present
Job Director, Associate General Counsel at Citi
Industry Financial Services
Experience
Citigroup Global Markets Inc. 2005 - Present
Cantor Fitzgerald 2004 - 2005
The Bond Market Association 2000 - 2004
Education
Duke University School of Law 1995 — 1998
Citigroup Global Markets Inc. 2005 - Present
Cantor Fitzgerald 2004 - 2005
The Bond Market Association 2000 - 2004
Education
Duke University School of Law 1995 — 1998
Gordon Baird's Citigroup Global Markets Inc. Experience March 2001 - August 2003
Job Chief Executive Officer at Independence Bancshares, Inc
Industry Financial Services
Experience
Independence Bancshares, Inc December 2012 - Present
Thomas H. Lee Partners January 2011 - December 2012
Paramax Capital Partners October 2003 - January 2011
Citigroup Global Markets, Inc March 2001 - August 2003
IBEX Capital Markets July 1996 - March 2001
State Street Bank & Trust Company 1991 - 1996
John Hancock Real Estate Finance August 1990 - 1991
Skills
Capital Markets, Private Equity, Portfolio Management, Banking, Investments, Valuation, Alternative Investments, Corporate Finance, Credit, Bank Mergers, Fixed Income, Bonds, Financial Modeling, Equities, Asset Managment, Mobile Payments, Payments, Telecommunications, Software, Auditing, Regulatory Affairs, Regulations, FASB, Board Governance, Compliance, Commercial Lending, Consumer Lending, Chartered Financial..., Treasury Management, Bankcard, Credit Cards, POS, Capital Structure, Real Estate Financing, Mortgage Lending, Loan Servicing, Special Servicing, Infrastructure, Mobile Banking, International Banking..., Platform Architecture, SOA, Payment Card Processing, iPhone Application..., Blackberry applications, Android Development, Mule ESB, eCommunications, Payment Systems, Payment Gateways
Education
Emory University 1986 — 1990
Bachelor's degree, Economics & Art History
Middlesex School 1982 — 1986
Independence Bancshares, Inc December 2012 - Present
Thomas H. Lee Partners January 2011 - December 2012
Paramax Capital Partners October 2003 - January 2011
Citigroup Global Markets, Inc March 2001 - August 2003
IBEX Capital Markets July 1996 - March 2001
State Street Bank & Trust Company 1991 - 1996
John Hancock Real Estate Finance August 1990 - 1991
Skills
Capital Markets, Private Equity, Portfolio Management, Banking, Investments, Valuation, Alternative Investments, Corporate Finance, Credit, Bank Mergers, Fixed Income, Bonds, Financial Modeling, Equities, Asset Managment, Mobile Payments, Payments, Telecommunications, Software, Auditing, Regulatory Affairs, Regulations, FASB, Board Governance, Compliance, Commercial Lending, Consumer Lending, Chartered Financial..., Treasury Management, Bankcard, Credit Cards, POS, Capital Structure, Real Estate Financing, Mortgage Lending, Loan Servicing, Special Servicing, Infrastructure, Mobile Banking, International Banking..., Platform Architecture, SOA, Payment Card Processing, iPhone Application..., Blackberry applications, Android Development, Mule ESB, eCommunications, Payment Systems, Payment Gateways
Education
Emory University 1986 — 1990
Bachelor's degree, Economics & Art History
Middlesex School 1982 — 1986
Ethan Rudin's Citigroup Global Markets Inc. Experience March 2006 - Present
Job Vice President at Citigroup Global Markets Inc.
Industry Investment Banking
Experience
Citigroup Global Markets Inc. March 2006 - Present
JPMorgan March 2004 - March 2006
Banc of America Securities August 2002 - March 2004
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance and Accounting
Tufts University 1992 — 1996
Citigroup Global Markets Inc. March 2006 - Present
JPMorgan March 2004 - March 2006
Banc of America Securities August 2002 - March 2004
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance and Accounting
Tufts University 1992 — 1996
John (Jay) R. Otto's Citigroup Global Markets Inc. Experience June 2009 - December 2010
Job Global Treasury at Kraft Heinz
Industry Food & Beverages
Experience
The Kraft Heinz Company July 2015 - Present
Emerson Capital 2014 - 2014
KAILAI Investments January 2011 - April 2013
Citigroup Global Markets Inc. June 2009 - December 2010
Citigroup Global Markets Inc. May 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Duke University 2005 — 2009
Bachelor of Science (BS), Bachelor of Arts (BA), Economics, East Asian Studies (Chinese)
Brunswick School 1993 — 2005
The Kraft Heinz Company July 2015 - Present
Emerson Capital 2014 - 2014
KAILAI Investments January 2011 - April 2013
Citigroup Global Markets Inc. June 2009 - December 2010
Citigroup Global Markets Inc. May 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Duke University 2005 — 2009
Bachelor of Science (BS), Bachelor of Arts (BA), Economics, East Asian Studies (Chinese)
Brunswick School 1993 — 2005
Nasser Malik's Citigroup Global Markets Inc. Experience March 1987 - Present
Job Managing Director, Citigroup Global Markets Inc.
Industry Investment Banking
Experience
Citigroup Global Markets Inc. March 1987 - Present
Education
Columbia University - School of International and Public Affairs 1990 — 1991
Master of International Affairs
University of Toronto - Rotman School of Management 1985 — 1987
MBA
University of Manitoba 1981 — 1985
B.Comm (Hons)
Citigroup Global Markets Inc. March 1987 - Present
Education
Columbia University - School of International and Public Affairs 1990 — 1991
Master of International Affairs
University of Toronto - Rotman School of Management 1985 — 1987
MBA
University of Manitoba 1981 — 1985
B.Comm (Hons)
Susan Steinthal's Citigroup Global Markets Inc. Experience January 2006 - July 2010
Job Deputy General Counsel, Head of Consumer Legal at Citizens Financial Group
Industry Law Practice
Experience
Citizens Financial Group, Inc. August 2015 - Present
Citigroup Inc. October 2012 - Present
Citigroup Inc. August 2010 - September 2012
Citigroup Global Markets Inc. January 2006 - July 2010
Citigroup Global Markets Inc. January 2004 - December 2005
Richards Spears Kibbe & Orbe June 1997 - December 2003
Cravath Swaine & Moore September 1995 - May 1997
Skills
Joint Ventures, Insurance, Securities Regulation, Banking, Management, Capital Markets, Due Diligence, Investments
Education
Columbia University School of Law 1993 — 1995
JD
University of Chicago Law School 1992 — 1993
Princeton University 1988 — 1992
BA, Religion, American Studies
Citizens Financial Group, Inc. August 2015 - Present
Citigroup Inc. October 2012 - Present
Citigroup Inc. August 2010 - September 2012
Citigroup Global Markets Inc. January 2006 - July 2010
Citigroup Global Markets Inc. January 2004 - December 2005
Richards Spears Kibbe & Orbe June 1997 - December 2003
Cravath Swaine & Moore September 1995 - May 1997
Skills
Joint Ventures, Insurance, Securities Regulation, Banking, Management, Capital Markets, Due Diligence, Investments
Education
Columbia University School of Law 1993 — 1995
JD
University of Chicago Law School 1992 — 1993
Princeton University 1988 — 1992
BA, Religion, American Studies
Santosh Devarbhavi's Citigroup Global Markets Inc. Experience April 2005 - September 2009
Job Global Program Manager, AML Implementation at Citi
Industry Banking
Experience
Citi July 2012 - Present
Citi September 2009 - June 2012
Citigroup Global Markets Inc. April 2005 - September 2009
Satyam Computer Services Ltd 2000 - 2005
Skills
SDLC, Risk Management, AML, Requirements Analysis, Business Analysis, Software Project..., Requirements Gathering, Accounts Segmentation, Threshold Analysis, Financial Products Data..., AML Scenario..., AML Monitoring of..., Mantas, AML Monitoring of New..., Investment Banking, Banking, Vendor Management
Education
Symbiosis institute of Management Studies 2001 — 2002
PGDIB, International Business
Karnatak University 1993 — 1997
Mechanical Engineering
Karnatak University 1993 — 1997
BE, mechanical
Citi July 2012 - Present
Citi September 2009 - June 2012
Citigroup Global Markets Inc. April 2005 - September 2009
Satyam Computer Services Ltd 2000 - 2005
Skills
SDLC, Risk Management, AML, Requirements Analysis, Business Analysis, Software Project..., Requirements Gathering, Accounts Segmentation, Threshold Analysis, Financial Products Data..., AML Scenario..., AML Monitoring of..., Mantas, AML Monitoring of New..., Investment Banking, Banking, Vendor Management
Education
Symbiosis institute of Management Studies 2001 — 2002
PGDIB, International Business
Karnatak University 1993 — 1997
Mechanical Engineering
Karnatak University 1993 — 1997
BE, mechanical
Gigi Parris's Citigroup Global Markets Inc. Experience 2008 - 2008
Job Senior Trial Attorney at Neighborhood Defender Service of Harlem
Industry Law Practice
Experience
Neighborhood Defender Service of Harlem October 2014 - Present
Cakeaholic, LLC 2009 - Present
The Bronx Defenders September 2009 - October 2014
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2006 - June 2009
Citigroup Global Markets Inc. 2008 - 2008
Skills
Legal Research, Commercial Litigation, Litigation, Legal Writing, Civil Litigation, Intellectual Property, Appeals, Westlaw, Community Outreach, Criminal Law, Public Speaking, Nonprofits, Courts, Trials, Trial Practice
Education
University of Virginia School of Law 2003 — 2006
JD
Harvard University 1999 — 2003
BA
Deerfield Academy 1996 — 1999
Neighborhood Defender Service of Harlem October 2014 - Present
Cakeaholic, LLC 2009 - Present
The Bronx Defenders September 2009 - October 2014
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2006 - June 2009
Citigroup Global Markets Inc. 2008 - 2008
Skills
Legal Research, Commercial Litigation, Litigation, Legal Writing, Civil Litigation, Intellectual Property, Appeals, Westlaw, Community Outreach, Criminal Law, Public Speaking, Nonprofits, Courts, Trials, Trial Practice
Education
University of Virginia School of Law 2003 — 2006
JD
Harvard University 1999 — 2003
BA
Deerfield Academy 1996 — 1999
Michael Marinaccio's Citigroup Global Markets Inc. Experience August 1999 - January 2002
Job Managing Director Corporate Finance
Industry Investment Banking
Experience
KPMG US April 2015 - Present
Sterne Agee Leach December 2013 - April 2015
TJB Advisory Services LLC August 2012 - December 2013
Merrill Lynch June 2010 - August 2012
TJB Advisory Services LLC May 2009 - June 2010
Bank of America Securities June 2006 - May 2009
Torsiello Securities, Inc. September 2002 - June 2006
Citigroup Global Markets Inc. August 1999 - January 2002
SG Cowen Securities Corporation August 1997 - August 1999
Skills
Investment Banking, Capital Markets, Fixed Income, Structured Finance, Capital Structure, Credit Analysis, Structured Products, Equities, Valuation, Credit Risk, Financial Institutions, Derivatives, Capital Raising, Financial Modeling, Bonds, Private Equity, Series 7, Equity Research, Banking, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Hofstra University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
KPMG US April 2015 - Present
Sterne Agee Leach December 2013 - April 2015
TJB Advisory Services LLC August 2012 - December 2013
Merrill Lynch June 2010 - August 2012
TJB Advisory Services LLC May 2009 - June 2010
Bank of America Securities June 2006 - May 2009
Torsiello Securities, Inc. September 2002 - June 2006
Citigroup Global Markets Inc. August 1999 - January 2002
SG Cowen Securities Corporation August 1997 - August 1999
Skills
Investment Banking, Capital Markets, Fixed Income, Structured Finance, Capital Structure, Credit Analysis, Structured Products, Equities, Valuation, Credit Risk, Financial Institutions, Derivatives, Capital Raising, Financial Modeling, Bonds, Private Equity, Series 7, Equity Research, Banking, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Hofstra University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
William Levy's Citigroup Global Markets Inc. Experience July 2005 - Present
Job VP at Citibank
Industry Financial Services
Experience
Citigroup Global Markets Inc July 2005 - Present
Citigroup Global Markets Inc June 2004 - July 2005
Citigroup Global Markets Inc February 2002 - June 2004
Citi Smith Barney June 1997 - February 2002
Skills
Swaps, Trading, Portfolio Management, Options, Securities, Banking, Commodity, Financial Risk, Trading Systems
Education
Valley Forge Military Academy & College 1994 — 1997
High School
Dickinson College
B.A, Economics
Citigroup Global Markets Inc July 2005 - Present
Citigroup Global Markets Inc June 2004 - July 2005
Citigroup Global Markets Inc February 2002 - June 2004
Citi Smith Barney June 1997 - February 2002
Skills
Swaps, Trading, Portfolio Management, Options, Securities, Banking, Commodity, Financial Risk, Trading Systems
Education
Valley Forge Military Academy & College 1994 — 1997
High School
Dickinson College
B.A, Economics
Scott Sutliff's Citigroup Global Markets Inc. Experience July 2004 - March 2006
Job Credit Risk Management at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
Morgan Stanley October 2012 - July 2014
RPA Advisors, LLC March 2011 - September 2012
Capstone Advisory Group January 2009 - February 2011
Citi Alternative Investments March 2006 - June 2008
Citigroup Global Markets Inc July 2004 - March 2006
Citigroup July 2002 - July 2004
Citigroup May 1998 - July 2002
Citigroup July 1996 - May 1998
Citigroup February 1992 - June 1996
Skills
Leveraged Finance, Corporate Finance, Project Finance, Restructuring, Distressed Debt, Secured Lending, Portfolio Management, Credit Risk, Credit Analysis, Risk Management, M&A, Financial Analysis, Cash Flow Forecasting, Securitization, High Yield, Valuation, Financial Advisory, Loan Structuring, Workout, Relationship Management, Special Situations, Syndications, Business Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 1989 — 1992
MBA, Finance, Accounting, International Business
Columbia University - School of International and Public Affairs 1989 — 1992
MIA, Masters in International Affairs
Georgetown University 1982 — 1986
BA, History
Deutsche Bank August 2014 - Present
Morgan Stanley October 2012 - July 2014
RPA Advisors, LLC March 2011 - September 2012
Capstone Advisory Group January 2009 - February 2011
Citi Alternative Investments March 2006 - June 2008
Citigroup Global Markets Inc July 2004 - March 2006
Citigroup July 2002 - July 2004
Citigroup May 1998 - July 2002
Citigroup July 1996 - May 1998
Citigroup February 1992 - June 1996
Skills
Leveraged Finance, Corporate Finance, Project Finance, Restructuring, Distressed Debt, Secured Lending, Portfolio Management, Credit Risk, Credit Analysis, Risk Management, M&A, Financial Analysis, Cash Flow Forecasting, Securitization, High Yield, Valuation, Financial Advisory, Loan Structuring, Workout, Relationship Management, Special Situations, Syndications, Business Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 1989 — 1992
MBA, Finance, Accounting, International Business
Columbia University - School of International and Public Affairs 1989 — 1992
MIA, Masters in International Affairs
Georgetown University 1982 — 1986
BA, History
Darrell Bridgers's Citigroup Global Markets Inc. Experience October 2005 - Present
Job Securities Attorney
Industry Law Practice
Experience
Citigroup Global Markets Inc. October 2005 - Present
SIFMA 2005 - 2010
Skadden Arps Slate Meagher & Flom LLP 1999 - 2005
Education
Columbia Law School 1994 — 1997
Stanford University 1987 — 1991
BA, Psychology
Phillips Exeter Academy 1983 — 1987
Citigroup Global Markets Inc. October 2005 - Present
SIFMA 2005 - 2010
Skadden Arps Slate Meagher & Flom LLP 1999 - 2005
Education
Columbia Law School 1994 — 1997
Stanford University 1987 — 1991
BA, Psychology
Phillips Exeter Academy 1983 — 1987
James Crane's Citigroup Global Markets Inc. Experience December 2013 - Present
Job Employed at Citigroup Global Markets
Industry Financial Services
Experience
Citigroup Global Markets Inc. December 2013 - Present
Citigroup Global Markets Inc January 2009 - February 2013
Citigroup Global Markets Inc April 1999 - January 2009
Salomon Smith Barney May 1997 - April 1999
Salomon Smith Barney January 1997 - May 1997
Donaldson, Lufkin & Jenrette June 1995 - August 1995
Skills
Effective relationship..., Extensive, detailed..., Extensive results in..., Detailed knowledge of..., Securities, Change Management, Settlement, Middle Office, Back Office, Options, Relationship Management, Management, ETFs, Capital Markets, Derivatives, Equities, Electronic Trading, Investment Banking, Trading, Series 63, Fixed Income, Bloomberg, Series 7, Trading Systems, Hedge Funds, Equity Derivatives, Banking, Prime Brokerage, LinkedIn, Bonds, Strategy, Communication Skills, Securities Lending, Financial Markets
Education
Bucknell University 1992 — 1996
English/Ecomics
Citigroup Global Markets Inc. December 2013 - Present
Citigroup Global Markets Inc January 2009 - February 2013
Citigroup Global Markets Inc April 1999 - January 2009
Salomon Smith Barney May 1997 - April 1999
Salomon Smith Barney January 1997 - May 1997
Donaldson, Lufkin & Jenrette June 1995 - August 1995
Skills
Effective relationship..., Extensive, detailed..., Extensive results in..., Detailed knowledge of..., Securities, Change Management, Settlement, Middle Office, Back Office, Options, Relationship Management, Management, ETFs, Capital Markets, Derivatives, Equities, Electronic Trading, Investment Banking, Trading, Series 63, Fixed Income, Bloomberg, Series 7, Trading Systems, Hedge Funds, Equity Derivatives, Banking, Prime Brokerage, LinkedIn, Bonds, Strategy, Communication Skills, Securities Lending, Financial Markets
Education
Bucknell University 1992 — 1996
English/Ecomics
Chip Lewis's Citigroup Global Markets Inc. Experience 1997 - 2006
Job Director at MUFG Americas
Industry Financial Services
Experience
MUFG Americas May 2014 - Present
Barclays Capital November 2006 - May 2014
Citigroup August 1997 - September 2006
Citigroup Global Markets Inc 1997 - 2006
Turner Construction 1991 - 1995
Education
Lafayette College 1987 — 1991
Bachelor's Degree, Civil Engineering
MUFG Americas May 2014 - Present
Barclays Capital November 2006 - May 2014
Citigroup August 1997 - September 2006
Citigroup Global Markets Inc 1997 - 2006
Turner Construction 1991 - 1995
Education
Lafayette College 1987 — 1991
Bachelor's Degree, Civil Engineering
John-Paul Agulles's Citigroup Global Markets Inc. Experience 2006 - Present
Job Vice President of Tax Reporting at Citi
Industry Financial Services
Experience
Citigroup Global Markets Inc 2006 - Present
Citigroup Global Markets Inc. August 2005 - August 2006
Citigroup Global Markets Inc. August 2004 - August 2005
Citigroup Global Markets Inc January 2004 - August 2004
Citigroup Global Markets Inc June 2002 - January 2004
Citigroup Global Markets Inc June 2000 - June 2002
Skills
Tax, Tax Reporting, Account Reconciliation, Risk Management, Securities, KYC, Equities, Back Office, Banking, AML, Due Diligence, FATCA, Cost Basis Reporting, IRS problem resolution, Investment Banking, Accounts Payable, Prime Brokerage, Financial Services, Capital Markets, Bonds, Financial Analysis, Financial Reporting, Mutual Funds, Sarbanes-Oxley Act, Settlement, Trading, Management, Wealth Management, Corporate Actions, Hedge Funds, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
Archbishop Molloy 1991 — 1995
Citigroup Global Markets Inc 2006 - Present
Citigroup Global Markets Inc. August 2005 - August 2006
Citigroup Global Markets Inc. August 2004 - August 2005
Citigroup Global Markets Inc January 2004 - August 2004
Citigroup Global Markets Inc June 2002 - January 2004
Citigroup Global Markets Inc June 2000 - June 2002
Skills
Tax, Tax Reporting, Account Reconciliation, Risk Management, Securities, KYC, Equities, Back Office, Banking, AML, Due Diligence, FATCA, Cost Basis Reporting, IRS problem resolution, Investment Banking, Accounts Payable, Prime Brokerage, Financial Services, Capital Markets, Bonds, Financial Analysis, Financial Reporting, Mutual Funds, Sarbanes-Oxley Act, Settlement, Trading, Management, Wealth Management, Corporate Actions, Hedge Funds, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
Archbishop Molloy 1991 — 1995
Laura Haggarty's Citigroup Global Markets Inc. Experience June 2002 - March 2005
Job Director, AIC Ventures
Industry Real Estate
Experience
All Web Leads, Inc. March 2014 - January 2015
All Web Leads, Inc. January 2012 - March 2014
All Web Leads, Inc. February 2010 - January 2012
Hawkeye Partners LP January 2007 - August 2009
Citigroup Global Markets, Inc. June 2002 - March 2005
Citigroup Global Markets, Inc December 2000 - June 2002
Prudential Financial June 1999 - December 2000
Skills
Lead Generation, Customer Acquisition, Business Development, Analytics, Marketing Strategy, Online Advertising, Product Marketing, Sales Management, Account Management, Marketing, Strategy, SEM, Start-ups, Strategic Account..., Financial Analysis, Principal Investing, Finance, Salesforce.com, Management, Investments, Email Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA, General
Georgetown University 1995 — 1999
B.S., Physics and English
All Web Leads, Inc. March 2014 - January 2015
All Web Leads, Inc. January 2012 - March 2014
All Web Leads, Inc. February 2010 - January 2012
Hawkeye Partners LP January 2007 - August 2009
Citigroup Global Markets, Inc. June 2002 - March 2005
Citigroup Global Markets, Inc December 2000 - June 2002
Prudential Financial June 1999 - December 2000
Skills
Lead Generation, Customer Acquisition, Business Development, Analytics, Marketing Strategy, Online Advertising, Product Marketing, Sales Management, Account Management, Marketing, Strategy, SEM, Start-ups, Strategic Account..., Financial Analysis, Principal Investing, Finance, Salesforce.com, Management, Investments, Email Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA, General
Georgetown University 1995 — 1999
B.S., Physics and English
Peter DiCataldo's Citigroup Global Markets Inc. Experience 2008 - Present
Job ETF Trade Support at Citi
Industry Financial Services
Experience
Citigroup ETF Trade SupportCitiOctober 2008 - Present
Citigroup Global Markets, Inc 2008 - Present
Education
Kean University 2001 — 2004
Kean University 2001 — 2004
BA, Econmics and Finance
Manalapan High School 1996 — 1999
Citigroup ETF Trade SupportCitiOctober 2008 - Present
Citigroup Global Markets, Inc 2008 - Present
Education
Kean University 2001 — 2004
Kean University 2001 — 2004
BA, Econmics and Finance
Manalapan High School 1996 — 1999
Camille Jenman's Citigroup Global Markets Inc. Experience AssociateHunton & WilliamsSeptember 1999 - September 2007
Job Senior Vice President and Counsel at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup Global Markets Inc. AssociateHunton & WilliamsSeptember 1999 - September 2007
Education
Emory University School of Law 1996 — 1999
JD
Georgetown University 1990 — 1994
BA, Government and French
Citigroup Global Markets Inc. AssociateHunton & WilliamsSeptember 1999 - September 2007
Education
Emory University School of Law 1996 — 1999
JD
Georgetown University 1990 — 1994
BA, Government and French
Paul Fjeldsted, CFA's Citigroup Global Markets Inc. Experience 2005 - 2008
Job Senior Lecturer at Utah State University
Industry Higher Education
Experience
Utah State University February 2009 - Present
Citigroup Global Markets Inc 2005 - 2008
Citigroup Emerging Markets 2005 - 2008
Salomon Brothers 1993 - 1997
IBM June 1984 - January 1985
Education
Harvard Business School
MBA
Utah State University - Jon M. Huntsman School of Business
Utah State University February 2009 - Present
Citigroup Global Markets Inc 2005 - 2008
Citigroup Emerging Markets 2005 - 2008
Salomon Brothers 1993 - 1997
IBM June 1984 - January 1985
Education
Harvard Business School
MBA
Utah State University - Jon M. Huntsman School of Business
Ryan McGillicuddy's Citigroup Global Markets Inc. Experience July 2004 - July 2006
Job VP at BSN Capital Partners
Industry Financial Services
Experience
BSN Capital Partners September 2006 - Present
Citigroup Global Markets, Inc July 2004 - July 2006
Brown Brothers Harriman September 2001 - June 2004
Brown Brothers Harriman September 2000 - August 2001
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
Master of Business Administration (MBA), Finance, General
Loyola University Maryland 1996 — 2000
BSN Capital Partners September 2006 - Present
Citigroup Global Markets, Inc July 2004 - July 2006
Brown Brothers Harriman September 2001 - June 2004
Brown Brothers Harriman September 2000 - August 2001
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
Master of Business Administration (MBA), Finance, General
Loyola University Maryland 1996 — 2000
John McAuley's Citigroup Global Markets Inc. Experience February 2000 - Present
Job
Industry Investment Banking
Experience
Citigroup Global Markets Inc. February 2000 - Present
Schroders 1998 - 2000
TD Securities 1993 - 1996
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA
Tufts University 1989 — 1993
BS, Economics and Psychology
Citigroup Global Markets Inc. February 2000 - Present
Schroders 1998 - 2000
TD Securities 1993 - 1996
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA
Tufts University 1989 — 1993
BS, Economics and Psychology
Jeff Lang's Citigroup Global Markets Inc. Experience June 2010 - June 2013
Job Corporate Vice President Corporate Compliance Department at NewYork Life/Eagle Strategies LLC
Industry Financial Services
Experience
NewYork Life/Eagle Strategies LLC June 2013 - September 2015
Citigroup Global Markets Inc June 2010 - June 2013
TD Ameritrade June 2003 - June 2010
Fidelity Investments July 1998 - June 2003
LPL Financial November 1994 - July 1998
Phoenix Home Life Insurance Company December 1993 - November 1994
Private Practice of Law 1989 - 1993
Skills
Investment Advisory, Risk Management, Compliance, Compliance Management, Hedge Funds, Institutional, Brokerage, Series 7, Series 63, Series 24, Securities, Financial Services, Mutual Funds, Wealth Management, FINRA, Investments
Education
The University of Connecticut 1982 — 1986
BS, Finance
Boston University 2000 — 2002
Diploma in Financial Planning, Completed Program for Financial Planners
Syracuse University College of Law 1986 — 1989
Juris Doctor, Law
NewYork Life/Eagle Strategies LLC June 2013 - September 2015
Citigroup Global Markets Inc June 2010 - June 2013
TD Ameritrade June 2003 - June 2010
Fidelity Investments July 1998 - June 2003
LPL Financial November 1994 - July 1998
Phoenix Home Life Insurance Company December 1993 - November 1994
Private Practice of Law 1989 - 1993
Skills
Investment Advisory, Risk Management, Compliance, Compliance Management, Hedge Funds, Institutional, Brokerage, Series 7, Series 63, Series 24, Securities, Financial Services, Mutual Funds, Wealth Management, FINRA, Investments
Education
The University of Connecticut 1982 — 1986
BS, Finance
Boston University 2000 — 2002
Diploma in Financial Planning, Completed Program for Financial Planners
Syracuse University College of Law 1986 — 1989
Juris Doctor, Law
Kirwan Elliott's Citigroup Global Markets Inc. Experience July 2015 - Present
Job Director at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup Global Markets Inc. July 2015 - Present
Janney Montgomery Scott LLC May 2010 - July 2015
Public Financial Management, Inc. February 2008 - April 2010
UBS Investment Bank July 2002 - November 2007
Skills
Capital Markets, Bonds, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Public Finance, Series 7, Series 63
Education
Georgetown University 1998 — 2002
BS, Majors: Finance and International Business; Minor: Government
The Hill School 1995 — 1998
Citigroup Global Markets Inc. July 2015 - Present
Janney Montgomery Scott LLC May 2010 - July 2015
Public Financial Management, Inc. February 2008 - April 2010
UBS Investment Bank July 2002 - November 2007
Skills
Capital Markets, Bonds, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Public Finance, Series 7, Series 63
Education
Georgetown University 1998 — 2002
BS, Majors: Finance and International Business; Minor: Government
The Hill School 1995 — 1998
Chris McCann's Citigroup Global Markets Inc. Experience July 2006 - June 2010
Job Associate at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo August 2014 - Present
Bank of America July 2012 - July 2014
Darden School of Business, University of Virginia August 2010 - May 2012
Citigroup Global Markets Inc. July 2006 - June 2010
Skills
Valuation, Portfolio Management, Financial Analysis, Equities, Bloomberg, Capital Markets, Investment Banking, Financial Modeling, Fixed Income, Corporate Finance
Education
Darden Graduate School of Business Administration 2010 — 2012
MBA, Sales & Trading/Asset Management
Boston College 2002 — 2006
Bachelor of Science (B.S.), Management
Wells Fargo August 2014 - Present
Bank of America July 2012 - July 2014
Darden School of Business, University of Virginia August 2010 - May 2012
Citigroup Global Markets Inc. July 2006 - June 2010
Skills
Valuation, Portfolio Management, Financial Analysis, Equities, Bloomberg, Capital Markets, Investment Banking, Financial Modeling, Fixed Income, Corporate Finance
Education
Darden Graduate School of Business Administration 2010 — 2012
MBA, Sales & Trading/Asset Management
Boston College 2002 — 2006
Bachelor of Science (B.S.), Management
Andrew McLeod's Citigroup Global Markets Inc. Experience 1993 - 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2009 - Present
Equitec Group April 2008 - August 2009
Citigroup Global Markets Inc. 1993 - 2008
Knight Capital Group 2000 - 2004
Mesirow Financial 1993 - 2000
Skills
Electronic Trading, Business Development, Relationship Management, Options, Routing, Best Execution, Execution Management...
Education
Boston University Questrom School of Business
Morgan Stanley August 2009 - Present
Equitec Group April 2008 - August 2009
Citigroup Global Markets Inc. 1993 - 2008
Knight Capital Group 2000 - 2004
Mesirow Financial 1993 - 2000
Skills
Electronic Trading, Business Development, Relationship Management, Options, Routing, Best Execution, Execution Management...
Education
Boston University Questrom School of Business
Frank Pertusiello's Citigroup Global Markets Inc. Experience October 2003 - April 2007
Job Director at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities September 2014 - Present
Tullett Prebon August 2010 - August 2014
Banc of America Securities LLC, Structured Credit May 2007 - September 2009
Citigroup Global Markets Inc October 2003 - April 2007
Citigroup Global Markets Inc., Money Markets March 1997 - September 2003
Skills
Structuring, Capital Markets, Structured Solutions, Fixed Income, Structured Products, Credit Derivatives, Structured Finance, CDS, Letters Of Credit, Trading, Derivatives
Education
Columbia University in the City of New York 1992 — 1996
BA, Economics
Columbia College
B.A, Economics
Chaminade High School 1988 — 1992
Deutsche Bank Securities September 2014 - Present
Tullett Prebon August 2010 - August 2014
Banc of America Securities LLC, Structured Credit May 2007 - September 2009
Citigroup Global Markets Inc October 2003 - April 2007
Citigroup Global Markets Inc., Money Markets March 1997 - September 2003
Skills
Structuring, Capital Markets, Structured Solutions, Fixed Income, Structured Products, Credit Derivatives, Structured Finance, CDS, Letters Of Credit, Trading, Derivatives
Education
Columbia University in the City of New York 1992 — 1996
BA, Economics
Columbia College
B.A, Economics
Chaminade High School 1988 — 1992
Carlos Saitcevsky's Citigroup Global Markets Inc. Experience January 2006 - Present
Job Investment Counselor at Citigroup Global Markets Inc
Industry Financial Services
Experience
Citigroup Global Markets, Inc January 2006 - Present
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Bloomberg, Bonds, Business Strategy, Capital Markets, Commercial Banking, Derivatives, ETFs, Emerging Markets, Equities, FX Options, Finance, Financial Advisory, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, Hedge Funds, Investment Advisory, Investment Banking, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Private Banking, Private Equity, Financial Services, Relationship Management, Retail Banking, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Structured Products, Trading, Wealth Management, Wealth Management...
Education
Barry University 2000 — 2002
Business Administration
Citigroup Global Markets, Inc January 2006 - Present
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Bloomberg, Bonds, Business Strategy, Capital Markets, Commercial Banking, Derivatives, ETFs, Emerging Markets, Equities, FX Options, Finance, Financial Advisory, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, Hedge Funds, Investment Advisory, Investment Banking, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Private Banking, Private Equity, Financial Services, Relationship Management, Retail Banking, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Structured Products, Trading, Wealth Management, Wealth Management...
Education
Barry University 2000 — 2002
Business Administration
Brian Bednarski's Citigroup Global Markets Inc. Experience June 1997 - Present
Job Managing Director at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup Global Markets Inc. June 1997 - Present
Education
Columbia Business School 1995 — 1997
Master of Business Administration (MBA), Finance
University of Rhode Island - College of Business Administration 1988 — 1992
Bachelor of Science (BS), Finance
Citigroup Global Markets Inc. June 1997 - Present
Education
Columbia Business School 1995 — 1997
Master of Business Administration (MBA), Finance
University of Rhode Island - College of Business Administration 1988 — 1992
Bachelor of Science (BS), Finance
Robert Mellinger's Citigroup Global Markets Inc. Experience July 2002 - Present
Job Director, Citigroup Global Markets Inc.
Industry Investment Banking
Experience
Citigroup Global Markets Inc. July 2002 - Present
J.P. Morgan Securities Inc. September 1999 - June 2002
EVEREN Securities February 1998 - September 1999
Skills
Investment Banking, Finance, Bonds, Credit, Loans, Capital Markets, Financial Modeling
Education
Indiana University - Kelley School of Business 1992 — 1996
B.S., Finance
Northwood High School 1988 — 1992
Citigroup Global Markets Inc. July 2002 - Present
J.P. Morgan Securities Inc. September 1999 - June 2002
EVEREN Securities February 1998 - September 1999
Skills
Investment Banking, Finance, Bonds, Credit, Loans, Capital Markets, Financial Modeling
Education
Indiana University - Kelley School of Business 1992 — 1996
B.S., Finance
Northwood High School 1988 — 1992
Jonathan Tepper's Citigroup Global Markets Inc. Experience 2011 - 2013
Job General Counsel, Global Innovation Center at Samsung Electronics
Industry Legal Services
Experience
Samsung Electronics March 2013 - Present
General Counsel, Global Innovation Center at Samsung Electronics March 2013 - Present
Citigroup Global Markets Inc. 2011 - 2013
Clifford Chance LLP 2004 - 2009
Skadden, Arps, Slate, Meagher & Flom LLP 2001 - 2004
Skills
Investment Banking, Corporate Law, Mergers, Reverse Mergers, Acquisitions, Joint Ventures, Securities, Capital Markets, Corporate Finance, Valuation, Private Equity, Venture Capital, Securities Regulation, Corporate Governance, Financial Modeling, Due Diligence, Mergers & Acquisitions, Finance, Intellectual Property, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
M.B.A., Business
Columbia University School of Law 1998 — 2001
J.D., Law
University of Michigan - Honors College 1994 — 1998
B.A., History, additional concentration in Pre-Medical Studies
Hunter College High School 1990 — 1994
Samsung Electronics March 2013 - Present
General Counsel, Global Innovation Center at Samsung Electronics March 2013 - Present
Citigroup Global Markets Inc. 2011 - 2013
Clifford Chance LLP 2004 - 2009
Skadden, Arps, Slate, Meagher & Flom LLP 2001 - 2004
Skills
Investment Banking, Corporate Law, Mergers, Reverse Mergers, Acquisitions, Joint Ventures, Securities, Capital Markets, Corporate Finance, Valuation, Private Equity, Venture Capital, Securities Regulation, Corporate Governance, Financial Modeling, Due Diligence, Mergers & Acquisitions, Finance, Intellectual Property, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
M.B.A., Business
Columbia University School of Law 1998 — 2001
J.D., Law
University of Michigan - Honors College 1994 — 1998
B.A., History, additional concentration in Pre-Medical Studies
Hunter College High School 1990 — 1994
Rusty Saylor's Citigroup Global Markets Inc. Experience 2002 - 2009
Job President & CEO
Industry Staffing and Recruiting
Experience
InterviewStream November 2012 - Present
Saylor Consulting Services LLC January 2012 - Present
Scott Balice Strategies June 2009 - December 2011
Citigroup Global Markets Inc. 2002 - 2009
PNC Capital Markets June 1998 - June 2002
Credit Suisse 1995 - 1998
Skills
Securitization, Structured Finance, ABS, Capital Markets, Investment Banking, Fixed Income, Financial Modeling, Portfolio Management, Financial Structuring, Credit Analysis, Corporate Finance, Loans, Securities, Derivatives, MBS, Financial Analysis, Valuation, Risk Management, Alternative Investments, Structured Products, Asset Management, Due Diligence, Investments, Financial Markets, Financial Risk, Bonds, Debt Restructuring, Credit, Hedge Funds, Private Equity, Finance, Leveraged Finance, Treasury Management, Strategy, Credit Risk, Equities, Project Finance, Private Placements, Emerging Markets, Financial Services, Restructuring, Funding, Investor Relations, Trading, Financial Institutions, Mergers & Acquisitions, Venture Capital, Syndications
Education
Darden School - Univ. of Va. 1988 — 1990
MBA, Finance
University of Virginia Darden School of Business 1988 — 1990
MBA, Finance
Davidson College 1971 — 1975
AB, Economics/Humanities
InterviewStream November 2012 - Present
Saylor Consulting Services LLC January 2012 - Present
Scott Balice Strategies June 2009 - December 2011
Citigroup Global Markets Inc. 2002 - 2009
PNC Capital Markets June 1998 - June 2002
Credit Suisse 1995 - 1998
Skills
Securitization, Structured Finance, ABS, Capital Markets, Investment Banking, Fixed Income, Financial Modeling, Portfolio Management, Financial Structuring, Credit Analysis, Corporate Finance, Loans, Securities, Derivatives, MBS, Financial Analysis, Valuation, Risk Management, Alternative Investments, Structured Products, Asset Management, Due Diligence, Investments, Financial Markets, Financial Risk, Bonds, Debt Restructuring, Credit, Hedge Funds, Private Equity, Finance, Leveraged Finance, Treasury Management, Strategy, Credit Risk, Equities, Project Finance, Private Placements, Emerging Markets, Financial Services, Restructuring, Funding, Investor Relations, Trading, Financial Institutions, Mergers & Acquisitions, Venture Capital, Syndications
Education
Darden School - Univ. of Va. 1988 — 1990
MBA, Finance
University of Virginia Darden School of Business 1988 — 1990
MBA, Finance
Davidson College 1971 — 1975
AB, Economics/Humanities
Kimberly Dautenhahn's Citigroup Global Markets Inc. Experience June 2010 - Present
Job Vice President at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup Global Markets Inc. June 2010 - Present
Societe Generale November 2009 - May 2010
Citigroup March 2009 - November 2009
Barclays Capital September 2008 - January 2009
Lehman Brothers July 2000 - September 2008
Skills
Hedge Funds, Credit Derivatives, Derivatives, Capital Markets, Fixed Income, ISDA, Swaps, Equities, Equity Derivatives, Securities, Middle Office, FX Options, Investment Banking, Structured Products, Commodity
Education
Hofstra University 1992 — 1996
BA, Political Science
Citigroup Global Markets Inc. June 2010 - Present
Societe Generale November 2009 - May 2010
Citigroup March 2009 - November 2009
Barclays Capital September 2008 - January 2009
Lehman Brothers July 2000 - September 2008
Skills
Hedge Funds, Credit Derivatives, Derivatives, Capital Markets, Fixed Income, ISDA, Swaps, Equities, Equity Derivatives, Securities, Middle Office, FX Options, Investment Banking, Structured Products, Commodity
Education
Hofstra University 1992 — 1996
BA, Political Science
Myongsu Kong's Citigroup Global Markets Inc. Experience 2001 - Present
Job Managing Director & Counsel at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup Global Markets Inc. 2001 - Present
Brown & Wood LLP 1995 - 2001
Education
New York University School of Law 1992 — 1995
JD
Carleton College 1988 — 1992
BA, magna cum laude
Citigroup Global Markets Inc. 2001 - Present
Brown & Wood LLP 1995 - 2001
Education
New York University School of Law 1992 — 1995
JD
Carleton College 1988 — 1992
BA, magna cum laude
Scott Spilkevitz's Citigroup Global Markets Inc. Experience May 2005 - August 2007
Job Director at Citi Private Bank
Industry Capital Markets
Experience
Citi Private Bank March 2013 - Present
Citi Capital Advisor April 2010 - March 2013
Friedman, Billings, Ramsey & Co. March 2009 - April 2010
Citi Alternative Investments August 2007 - December 2008
Citigroup Global Markets Inc. May 2005 - August 2007
HD Brous & Co April 1997 - March 2005
Education
Fordham Gabelli School of Business 1992 — 1996
MBA, Finace
The George Washington University 1986 — 1990
BA, Sociology
john glenn high school 1983 — 1986
Citi Private Bank March 2013 - Present
Citi Capital Advisor April 2010 - March 2013
Friedman, Billings, Ramsey & Co. March 2009 - April 2010
Citi Alternative Investments August 2007 - December 2008
Citigroup Global Markets Inc. May 2005 - August 2007
HD Brous & Co April 1997 - March 2005
Education
Fordham Gabelli School of Business 1992 — 1996
MBA, Finace
The George Washington University 1986 — 1990
BA, Sociology
john glenn high school 1983 — 1986
Lou Ricciardi's Citigroup Global Markets Inc. Experience 1998 - 2009
Job Director and Associate General Counsel
Industry Financial Services
Experience
Citigroup February 1988 - Present
Axiom April 2009 - August 2010
Citigroup 2007 - 2009
Citi 1998 - 2009
Citigroup Global Markets Inc 1998 - 2009
Salomon Brothers June 1987 - November 1997
Skills
Intellectual Property, Corporate Transactions, Market Data, Privacy
Education
Brooklyn Law School 1984 — 1987
JD, Laws
New York University 1980 — 1984
BA
Citigroup February 1988 - Present
Axiom April 2009 - August 2010
Citigroup 2007 - 2009
Citi 1998 - 2009
Citigroup Global Markets Inc 1998 - 2009
Salomon Brothers June 1987 - November 1997
Skills
Intellectual Property, Corporate Transactions, Market Data, Privacy
Education
Brooklyn Law School 1984 — 1987
JD, Laws
New York University 1980 — 1984
BA
Andrew Geissler's Citigroup Global Markets Inc. Experience March 2000 - November 2008
Job Equity Capital Markets
Industry Financial Services
Experience
Liquidnet, Inc. February 2011 - September 2012
Knight Equity Markets March 2009 - January 2011
Citigroup Global Markets Inc. March 2000 - November 2008
Citigroup 2000 - 2008
PaineWebber Incorporated August 1994 - March 2000
Prudential Corporate Finance Group June 1989 - August 1992
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Accounting and Real Estate
Colgate University 1985 — 1989
BA, Mathematical Economics
Liquidnet, Inc. February 2011 - September 2012
Knight Equity Markets March 2009 - January 2011
Citigroup Global Markets Inc. March 2000 - November 2008
Citigroup 2000 - 2008
PaineWebber Incorporated August 1994 - March 2000
Prudential Corporate Finance Group June 1989 - August 1992
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Accounting and Real Estate
Colgate University 1985 — 1989
BA, Mathematical Economics
Harry Walters's Citigroup Global Markets Inc. Experience December 2001 - May 2009
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney June 2009 - January 2014
Citigroup Global Markets Inc. December 2001 - May 2009
Salomon Smith Barney 1997 - December 2001
Smith Barney 1993 - 1997
Shearson Lehman 1989 - 1993
townley and updike 1983 - 1989
Fordham College 1976 - 1980
Skills
Securities, AML, Securities Regulation, Series 24, FINRA, Hedge Funds, Private Equity, Mergers & Acquisitions, Corporate Law, Series 7, Litigation, Corporate Governance, Capital Markets, Financial Services, Equities
Education
Columbia University School of Law 1980 — 1983
JD, Law
Fordham University 1976 — 1980
BA, Philosophy & Communications
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney June 2009 - January 2014
Citigroup Global Markets Inc. December 2001 - May 2009
Salomon Smith Barney 1997 - December 2001
Smith Barney 1993 - 1997
Shearson Lehman 1989 - 1993
townley and updike 1983 - 1989
Fordham College 1976 - 1980
Skills
Securities, AML, Securities Regulation, Series 24, FINRA, Hedge Funds, Private Equity, Mergers & Acquisitions, Corporate Law, Series 7, Litigation, Corporate Governance, Capital Markets, Financial Services, Equities
Education
Columbia University School of Law 1980 — 1983
JD, Law
Fordham University 1976 — 1980
BA, Philosophy & Communications
Mark Weadick's Citigroup Global Markets Inc. Experience January 1996 - June 2008
Job Student Loan Capital Strategies
Industry Investment Banking
Experience
Student Loan Capital Strategies LLC June 2008 - Present
Citigroup Global Markets Inc January 1996 - June 2008
Education Finance Council 1992 - 1995
Student Loan Funding Corporation 1991 - 1995
Taft, Stettinius & Hollister LLP 1990 - 1991
Arthur Andersen & Co 1982 - 1986
Education
University of Cincinnati College of Law 1987 — 1990
JD
Bowling Green State University 1978 — 1982
BS, Accounting
Student Loan Capital Strategies LLC June 2008 - Present
Citigroup Global Markets Inc January 1996 - June 2008
Education Finance Council 1992 - 1995
Student Loan Funding Corporation 1991 - 1995
Taft, Stettinius & Hollister LLP 1990 - 1991
Arthur Andersen & Co 1982 - 1986
Education
University of Cincinnati College of Law 1987 — 1990
JD
Bowling Green State University 1978 — 1982
BS, Accounting
Cheryl Earle's Citigroup Global Markets Inc. Experience DirectorCitigroup1984 - Present
Job Director at Citigroup Global Markets Inc.
Industry Investment Banking
Experience
Citigroup Global Markets Inc. DirectorCitigroup1984 - Present
Skills
Capital Markets, Fixed Income, Financial Modeling, Management
Education
Baruch College, City University of New York (CUNY)
Citigroup Global Markets Inc. DirectorCitigroup1984 - Present
Skills
Capital Markets, Fixed Income, Financial Modeling, Management
Education
Baruch College, City University of New York (CUNY)
Eric Mitzel's Citigroup Global Markets Inc. Experience 2006 - Present
Job Head of Institutional Equity Sales Southeast, Citigroup Global Markets
Industry Capital Markets
Cristian LaCapra's Citigroup Global Markets Inc. Experience July 2000 - April 2004
Job Vice President; Goals Driven Wealth Planning, Personal & Institutional Investments
Industry Financial Services
Experience
Northern Trust October 2013 - Present
Miami Dolphins August 2010 - October 2013
United Way of Miami-Dade August 2008 - August 2010
JCL Productions September 2005 - August 2010
United Way of Miami-Dade January 2007 - August 2008
Citigroup Global Markets Inc July 2000 - April 2004
Skills
Event Management, Fundraising, Marketing Strategy, Entrepreneurship, Business Development, Strategic Planning, Management, Online Marketing, Social Media, Event Planning, Public Speaking, Nonprofits, Sponsorship, Direct Marketing, Strategic Partnerships, Sales Management, Project Planning, New Business Development, Direct Sales, Team Leadership, Wealth Management
Education
Georgia Institute of Technology 1996 — 1997
Bachelor of Science (BS), Engineering Studies
University of Florida 1997 — 2000
BS, Finance and Economics
Centro Fiorenza 2004 — 2004
Italian Studies
Northern Trust October 2013 - Present
Miami Dolphins August 2010 - October 2013
United Way of Miami-Dade August 2008 - August 2010
JCL Productions September 2005 - August 2010
United Way of Miami-Dade January 2007 - August 2008
Citigroup Global Markets Inc July 2000 - April 2004
Skills
Event Management, Fundraising, Marketing Strategy, Entrepreneurship, Business Development, Strategic Planning, Management, Online Marketing, Social Media, Event Planning, Public Speaking, Nonprofits, Sponsorship, Direct Marketing, Strategic Partnerships, Sales Management, Project Planning, New Business Development, Direct Sales, Team Leadership, Wealth Management
Education
Georgia Institute of Technology 1996 — 1997
Bachelor of Science (BS), Engineering Studies
University of Florida 1997 — 2000
BS, Finance and Economics
Centro Fiorenza 2004 — 2004
Italian Studies
Bill Busineau's Citigroup Global Markets Inc. Experience April 2004 - August 2006
Job Consultant at RBS
Industry Legal Services
Experience
RBS Markets & International Banking December 2012 - Present
HSBC Securities (USA) Inc. July 2010 - November 2012
Credit Suisse Securities (USA) LLC September 2009 - June 2010
Schulte Roth & Zabel LLP September 2006 - March 2009
Citigroup Global Markets Inc. April 2004 - August 2006
Cadwalader, Wickersham & Taft LLP September 1999 - March 2004
Skills
Derivatives, Capital Markets, Structured Products, Swaps, Hedge Funds, Securities, Structured Finance, Securitization
Education
Fordham University School of Law 1996 — 1999
J.D., Law
Colby College 1986 — 1990
A.B., Biology
RBS Markets & International Banking December 2012 - Present
HSBC Securities (USA) Inc. July 2010 - November 2012
Credit Suisse Securities (USA) LLC September 2009 - June 2010
Schulte Roth & Zabel LLP September 2006 - March 2009
Citigroup Global Markets Inc. April 2004 - August 2006
Cadwalader, Wickersham & Taft LLP September 1999 - March 2004
Skills
Derivatives, Capital Markets, Structured Products, Swaps, Hedge Funds, Securities, Structured Finance, Securitization
Education
Fordham University School of Law 1996 — 1999
J.D., Law
Colby College 1986 — 1990
A.B., Biology
Linda Yee's Citigroup Global Markets Inc. Experience October 2013 - August 2015
Job Real Estate Finance Professional
Industry Banking
Experience
Hanover Street Capital August 2015 - Present
Citigroup Global Markets Inc. October 2013 - August 2015
Federal Reserve Bank of New York November 2009 - October 2013
Deutsche Bank Securities Inc. January 1999 - February 2009
Bankers Trust Company September 1997 - January 1999
Credit Lyonnais 1994 - 1997
First Fidelity Bank 1993 - 1994
Skills
Mezzanine, Gaming, Construction Loans, Loans, Real Estate, lodging, Bridge Financing, Finance, Credit Analysis, Credit Risk, Underwriting, Financial Structuring, Credit
Education
Bucknell University
B.A., International Relations and Music Peformance
Bucknell University
Bachelor's degree
Hanover Street Capital August 2015 - Present
Citigroup Global Markets Inc. October 2013 - August 2015
Federal Reserve Bank of New York November 2009 - October 2013
Deutsche Bank Securities Inc. January 1999 - February 2009
Bankers Trust Company September 1997 - January 1999
Credit Lyonnais 1994 - 1997
First Fidelity Bank 1993 - 1994
Skills
Mezzanine, Gaming, Construction Loans, Loans, Real Estate, lodging, Bridge Financing, Finance, Credit Analysis, Credit Risk, Underwriting, Financial Structuring, Credit
Education
Bucknell University
B.A., International Relations and Music Peformance
Bucknell University
Bachelor's degree
Stephen Ditaranto's Citigroup Global Markets Inc. Experience November 1995 - February 2005
Job Managing Director at Citi
Industry Capital Markets
Experience
Citi September 2007 - Present
Citigroup 2007 - Present
New York Stock Exchange 2005 - 2007
Citigroup Global Markets Inc November 1995 - February 2005
Skills
Capital Markets, Securities, Surveillance, Operational Risk..., Equities, Investment Banking, Fixed Income, Management, Due Diligence, AML, Derivatives, Financial Risk, Series 7, Hedge Funds, Financial Markets, Financial Services, Alternative Investments, Trading
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Finance
Citi September 2007 - Present
Citigroup 2007 - Present
New York Stock Exchange 2005 - 2007
Citigroup Global Markets Inc November 1995 - February 2005
Skills
Capital Markets, Securities, Surveillance, Operational Risk..., Equities, Investment Banking, Fixed Income, Management, Due Diligence, AML, Derivatives, Financial Risk, Series 7, Hedge Funds, Financial Markets, Financial Services, Alternative Investments, Trading
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Finance
Joseph Del Vecchio's Citigroup Global Markets Inc. Experience January 2006 - August 2007
Job CEO at DV Capital Management, LLC.
Industry Investment Management
Experience
DV Capital Management, LLC 2008 - Present
Cypress Capital Management, LLC August 2007 - March 2008
Citigroup Global Markets Inc. January 2006 - August 2007
Investment Supervisory Group, Prudential November 1999 - December 2005
Wertheim Schroder & Company November 1985 - November 1999
Skills
Institutional..., Asset Allocation, Portfolio Management, Trading, Investment Advisory, Equities, Hedge Funds, Securities, Asset Management, Investments
Education
Duquesne University 1980 — 1982
Ph.D., Philosophy
Queens College, City University of New York 1975 — 1980
B.A./M.A., Philosophy, Economics
DV Capital Management, LLC 2008 - Present
Cypress Capital Management, LLC August 2007 - March 2008
Citigroup Global Markets Inc. January 2006 - August 2007
Investment Supervisory Group, Prudential November 1999 - December 2005
Wertheim Schroder & Company November 1985 - November 1999
Skills
Institutional..., Asset Allocation, Portfolio Management, Trading, Investment Advisory, Equities, Hedge Funds, Securities, Asset Management, Investments
Education
Duquesne University 1980 — 1982
Ph.D., Philosophy
Queens College, City University of New York 1975 — 1980
B.A./M.A., Philosophy, Economics
Billy Macaluso's Citigroup Global Markets Inc. Experience December 2009 - April 2011
Job Managing Director at BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management July 2012 - Present
Citigroup Global Markets Inc December 2009 - April 2011
Fidelity Capital Markets 1999 - 2008
Fidelity Investments - FBC 1999 - 2008
Lehman Brothers Inc 1987 - 1999
Skills
Series 63, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Capital Markets, Alternative Investments, Securities Lending, Trading, Securities, Bloomberg, Electronic Trading, Asset Managment, Trading Systems, Mutual Funds, Series 24, Investments, Derivatives, Equity Trading
Education
College of the Holy Cross 1983 — 1987
BA, Economics, History
BNY Mellon Investment Management July 2012 - Present
Citigroup Global Markets Inc December 2009 - April 2011
Fidelity Capital Markets 1999 - 2008
Fidelity Investments - FBC 1999 - 2008
Lehman Brothers Inc 1987 - 1999
Skills
Series 63, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Capital Markets, Alternative Investments, Securities Lending, Trading, Securities, Bloomberg, Electronic Trading, Asset Managment, Trading Systems, Mutual Funds, Series 24, Investments, Derivatives, Equity Trading
Education
College of the Holy Cross 1983 — 1987
BA, Economics, History
Michael Wilkerson's Citigroup Global Markets Inc. Experience June 2010 - November 2012
Job Managing Partner at AgriGroupe
Industry Venture Capital & Private Equity
Experience
AFGRI Limited April 2014 - Present
AgriGroupe 2013 - Present
Ancêtre Group llc December 2012 - Present
charity: water February 2008 - Present
Citigroup Global Markets Inc. June 2010 - November 2012
Lazard January 2007 - March 2010
Lazard January 2005 - December 2006
Lazard Freres & Co. January 2004 - December 2005
Lazard Freres & Co. September 1999 - December 2003
Education
Harvard Business School 1997 — 1999
MBA
Yale University 1991 — 1993
MA, International Relations
Oral Roberts University 1988 — 1991
BS
AFGRI Limited April 2014 - Present
AgriGroupe 2013 - Present
Ancêtre Group llc December 2012 - Present
charity: water February 2008 - Present
Citigroup Global Markets Inc. June 2010 - November 2012
Lazard January 2007 - March 2010
Lazard January 2005 - December 2006
Lazard Freres & Co. January 2004 - December 2005
Lazard Freres & Co. September 1999 - December 2003
Education
Harvard Business School 1997 — 1999
MBA
Yale University 1991 — 1993
MA, International Relations
Oral Roberts University 1988 — 1991
BS
Paul Moorman's Citigroup Global Markets Inc. Experience August 2001 - June 2008
Job Managing Director at Southwest Securities
Industry Investment Banking
Experience
Southwest Securities April 2009 - Present
Lazard Freres & Co. June 2008 - April 2009
Citigroup Global Markets Inc August 2001 - June 2008
ERM-Southwest 1997 - 2000
Professional Service Industries, Inc. (PSI) 1995 - 1998
Education
Louisiana State University 2001 — 2003
MS, Environmental Science
Rice University 1999 — 2001
MBA, Finance
Boston College 1989 — 1993
BS, Biology
Southwest Securities April 2009 - Present
Lazard Freres & Co. June 2008 - April 2009
Citigroup Global Markets Inc August 2001 - June 2008
ERM-Southwest 1997 - 2000
Professional Service Industries, Inc. (PSI) 1995 - 1998
Education
Louisiana State University 2001 — 2003
MS, Environmental Science
Rice University 1999 — 2001
MBA, Finance
Boston College 1989 — 1993
BS, Biology
Bryce Pickering's Citigroup Global Markets Inc. Experience 2001 - Present
Job Managing Director at Citigroup
Industry Capital Markets
Experience
Citigroup June 2001 - Present
Citigroup Global Markets Inc. 2001 - Present
Education
Harvard University 1997 — 2001
AB, Economics
Citigroup June 2001 - Present
Citigroup Global Markets Inc. 2001 - Present
Education
Harvard University 1997 — 2001
AB, Economics
Marjorie Henning's Citigroup Global Markets Inc. Experience September 2013 - Present
Job Director at Citigroup Global Markets
Industry Banking
Experience
Citigroup Global Markets Inc September 2013 - Present
Hudson Yards Infrastructure Corporation 2006 - July 2013
City of New York Office of Management and Budget February 2002 - July 2013
New York City Transitional Finance Authority 1997 - July 2013
New York City Municipal Water Finance Authority 1994 - July 2013
New York City Office of Management and Budget November 1992 - February 2002
Willkie Farr & Gallagher LLP September 1983 - August 1992
Skills
Public Finance, Securitization, Credit Negotiations, Local Government, Variable Rate Demand..., Securities, Legislation, Public Policy, Government, Economic Development, Negotiation, Municipal Budgeting, Municipal Law, ISDA negotiations, Derivatives, Policy Analysis, Municipalities, State Government, Legislative Relations, Policy, Public Administration, Land Use
Education
Harvard Law School 1980 — 1983
JD, Law
State University of New York College at Buffalo 1979 — 1983
BA, Summa Cum Laude, Political Science
Wells College 1972 — 1973
Citigroup Global Markets Inc September 2013 - Present
Hudson Yards Infrastructure Corporation 2006 - July 2013
City of New York Office of Management and Budget February 2002 - July 2013
New York City Transitional Finance Authority 1997 - July 2013
New York City Municipal Water Finance Authority 1994 - July 2013
New York City Office of Management and Budget November 1992 - February 2002
Willkie Farr & Gallagher LLP September 1983 - August 1992
Skills
Public Finance, Securitization, Credit Negotiations, Local Government, Variable Rate Demand..., Securities, Legislation, Public Policy, Government, Economic Development, Negotiation, Municipal Budgeting, Municipal Law, ISDA negotiations, Derivatives, Policy Analysis, Municipalities, State Government, Legislative Relations, Policy, Public Administration, Land Use
Education
Harvard Law School 1980 — 1983
JD, Law
State University of New York College at Buffalo 1979 — 1983
BA, Summa Cum Laude, Political Science
Wells College 1972 — 1973
John Malitzis's Citigroup Global Markets Inc. Experience May 2003 - September 2004
Job Executive Vice President, Market Regulation at FINRA
Industry Financial Services
Experience
FINRA June 2010 - Present
NYSE Regulation October 2004 - June 2010
Citigroup Global Markets Inc May 2003 - September 2004
NASDAQ May 1997 - May 2002
National Association of Securities Dealers (nka, FINRA) April 1995 - May 1997
Commodity Futures Trading Commission June 1993 - April 1994
Skills
Market Structure, Market Regulation, Securities, FINRA, Cash, Equities, Capital Markets, Securities Regulation, Electronic Trading, Trading, Equity Trading, Derivatives, Trading Systems, Financial Markets, Hedge Funds, Options, Market Data, Financial Services, Financial Regulation, Investments, Financial Risk, Equity Derivatives, Regulations, SEC
Education
Boston College Law School 1989 — 1992
JD
State University of New York at Albany 1985 — 1989
BA
FINRA June 2010 - Present
NYSE Regulation October 2004 - June 2010
Citigroup Global Markets Inc May 2003 - September 2004
NASDAQ May 1997 - May 2002
National Association of Securities Dealers (nka, FINRA) April 1995 - May 1997
Commodity Futures Trading Commission June 1993 - April 1994
Skills
Market Structure, Market Regulation, Securities, FINRA, Cash, Equities, Capital Markets, Securities Regulation, Electronic Trading, Trading, Equity Trading, Derivatives, Trading Systems, Financial Markets, Hedge Funds, Options, Market Data, Financial Services, Financial Regulation, Investments, Financial Risk, Equity Derivatives, Regulations, SEC
Education
Boston College Law School 1989 — 1992
JD
State University of New York at Albany 1985 — 1989
BA
EJ Osswalt's Citigroup Global Markets Inc. Experience 2007 - Present
Job Credit Trading at Citigroup
Industry Financial Services
Experience
Citigroup Global Markets Inc. 2007 - Present
Skills
Capital Markets, Equities, Fixed Income
Education
Boston College 2003 — 2007
B.S., Finance, Operations Management
Citigroup Global Markets Inc. 2007 - Present
Skills
Capital Markets, Equities, Fixed Income
Education
Boston College 2003 — 2007
B.S., Finance, Operations Management
Martin Kerestes's Citigroup Global Markets Inc. Experience June 2005 - Present
Job Director, M&A at Citi
Industry Investment Banking
Experience
Citigroup Global Markets Inc. June 2005 - Present
SG Barr Devlin 2004 - 2005
Education
Dartmouth College 1997 — 2001
B.A., Economics
Citigroup Global Markets Inc. June 2005 - Present
SG Barr Devlin 2004 - 2005
Education
Dartmouth College 1997 — 2001
B.A., Economics
Jacqueline (Cunningham) Fliszary's Citigroup Global Markets Inc. Experience November 2010 - April 2012
Job Capital Markets Documentation
Industry Financial Services
Experience
UBS Investment Bank April 2012 - Present
Citigroup Global Markets Inc. November 2010 - April 2012
Credit Suisse (Axiom Legal) February 2009 - September 2010
JPMorgan Chase & Co. April 1991 - June 2008
Salomon Brothers Inc. November 1988 - April 1991
Skills
Derivatives, Hedge Funds, Capital Markets, Prime Brokerage, Fixed Income
Education
Fordham University School of Law 1992 — 1995
J.D.
Brooklyn Law School 1991 — 1992
Fordham University 1984 — 1988
B.A., Communications
UBS Investment Bank April 2012 - Present
Citigroup Global Markets Inc. November 2010 - April 2012
Credit Suisse (Axiom Legal) February 2009 - September 2010
JPMorgan Chase & Co. April 1991 - June 2008
Salomon Brothers Inc. November 1988 - April 1991
Skills
Derivatives, Hedge Funds, Capital Markets, Prime Brokerage, Fixed Income
Education
Fordham University School of Law 1992 — 1995
J.D.
Brooklyn Law School 1991 — 1992
Fordham University 1984 — 1988
B.A., Communications
Daniel Schulman's Citigroup Global Markets Inc. Experience July 2004 - January 2009
Job Finance
Industry Financial Services
Experience
New York University February 2013 - September 2013
Legends Hospitality August 2012 - December 2012
Memorial Sloan Kettering Cancer Center June 2010 - August 2010
Citigroup Global Markets Inc July 2004 - January 2009
Skills
Financial Reporting, Wealth Management, Microsoft Office, Financial Modeling, Financial Planning, Financial Analysis, Excel, PowerPoint, Customer Relations, Word, Equities, Outlook, Investments, Fixed Income, Strategic Financial..., Risk Management, Market Research, Corporate Finance, Finance, Customer Service, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MBA, Finance
Stony Brook University 2000 — 2004
BA, Economics
New York University February 2013 - September 2013
Legends Hospitality August 2012 - December 2012
Memorial Sloan Kettering Cancer Center June 2010 - August 2010
Citigroup Global Markets Inc July 2004 - January 2009
Skills
Financial Reporting, Wealth Management, Microsoft Office, Financial Modeling, Financial Planning, Financial Analysis, Excel, PowerPoint, Customer Relations, Word, Equities, Outlook, Investments, Fixed Income, Strategic Financial..., Risk Management, Market Research, Corporate Finance, Finance, Customer Service, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MBA, Finance
Stony Brook University 2000 — 2004
BA, Economics
Douglas Cobb's Citigroup Global Markets Inc. Experience November 2011 - Present
Job Senior Vice President, Planning & Analysis Senior Manager at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup Global Markets Inc. November 2011 - Present
Jem Sanitation Corporation June 2009 - April 2010
American Stock Exchange January 2004 - April 2009
American Stock Exchange January 1993 - December 2003
Skills
Strategic Financial..., Risk Management, Forecasting, Financial Modeling, Finance, Process Improvement, Equities, Budgets, Business Planning, Analysis, Management
Education
Bryant University
B.S. in B.A., Accounting
Citigroup Global Markets Inc. November 2011 - Present
Jem Sanitation Corporation June 2009 - April 2010
American Stock Exchange January 2004 - April 2009
American Stock Exchange January 1993 - December 2003
Skills
Strategic Financial..., Risk Management, Forecasting, Financial Modeling, Finance, Process Improvement, Equities, Budgets, Business Planning, Analysis, Management
Education
Bryant University
B.S. in B.A., Accounting
Daniel Feit's Citigroup Global Markets Inc. Experience July 2002 - May 2003
Job Mutual Fund Accounting Business Unit Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
BNY Mellon Asset Servicing December 2006 - August 2013
The Northern Trust Company September 2010 - September 2011
BNY Mellon Asset Servicing December 2003 - December 2006
Bank of Bermuda May 2003 - October 2003
Citigroup Global Markets, Inc July 2002 - May 2003
SunAmerica Asset Management June 2000 - January 2002
Skills
Bloomberg, Finance, Mutual Funds, Financial Reporting, Fund Accounting, Hedge Funds, Investments, Portfolio Management, Securities
Education
University of Central Florida 2006 — 2009
masters, finance
Boston University 1996 — 2000
bachelors, accounting
BNY Mellon August 2013 - Present
BNY Mellon Asset Servicing December 2006 - August 2013
The Northern Trust Company September 2010 - September 2011
BNY Mellon Asset Servicing December 2003 - December 2006
Bank of Bermuda May 2003 - October 2003
Citigroup Global Markets, Inc July 2002 - May 2003
SunAmerica Asset Management June 2000 - January 2002
Skills
Bloomberg, Finance, Mutual Funds, Financial Reporting, Fund Accounting, Hedge Funds, Investments, Portfolio Management, Securities
Education
University of Central Florida 2006 — 2009
masters, finance
Boston University 1996 — 2000
bachelors, accounting
Naryelle Brookman's Citigroup Global Markets Inc. Experience July 2010 - August 2011
Job Research Analyst at Independent Consultant
Industry Investment Banking
Experience
Independent Consultant January 2014 - Present
Apax Partners November 2011 - December 2013
Citigroup Global Markets Inc July 2010 - August 2011
AIG Investments Europe Ltd June 2008 - July 2008
UFJ Trust Ltd January 2007 - July 2007
Deutsche Bank Securities Inc September 2004 - May 2006
HSBC Private Bank S January 2001 - July 2001
Bradesco Seguros S December 1999 - December 2000
Skills
Emerging Markets, Valuation, Bloomberg, Equities, Hedge Funds, Investment Banking, Financial Modeling, Derivatives, Portfolio Management, Capital Markets, Fixed Income, Private Equity, Asset Managment, Bloomberg Terminal, Due Diligence, Corporate Finance, Investments, Financial Analysis, Financial Markets, Equity Research
Education
Cass Business School 2007 — 2009
MSc, International Accounting & Finance
Universidade Salgado de Oliveira 1998 — 2003
BA, Business Administration & Economics
Independent Consultant January 2014 - Present
Apax Partners November 2011 - December 2013
Citigroup Global Markets Inc July 2010 - August 2011
AIG Investments Europe Ltd June 2008 - July 2008
UFJ Trust Ltd January 2007 - July 2007
Deutsche Bank Securities Inc September 2004 - May 2006
HSBC Private Bank S January 2001 - July 2001
Bradesco Seguros S December 1999 - December 2000
Skills
Emerging Markets, Valuation, Bloomberg, Equities, Hedge Funds, Investment Banking, Financial Modeling, Derivatives, Portfolio Management, Capital Markets, Fixed Income, Private Equity, Asset Managment, Bloomberg Terminal, Due Diligence, Corporate Finance, Investments, Financial Analysis, Financial Markets, Equity Research
Education
Cass Business School 2007 — 2009
MSc, International Accounting & Finance
Universidade Salgado de Oliveira 1998 — 2003
BA, Business Administration & Economics
Bryan Banks's Citigroup Global Markets Inc. Experience 2003 - 2012
Job Partner Mercury Capital Advisors LLC
Industry Venture Capital & Private Equity
Experience
Mercury Capital Advisors, LLC 2012 - Present
Citigroup Global Markets Inc. 2003 - 2012
Simon Marketing, Inc. 2000 - 2003
Thermo Vision Corporation 1998 - 2000
Arthur Andersen LLP 1991 - 1998
Skills
Capital Markets..., Initial Public Offerings, Investor Communications, Rating Agency Analysis, Financial Forecasting &..., Corporate Valuation, M&A Execution, Post-Merger Integration, SEC and Investor..., Financial Systems..., International Experience, Certified Public..., Private Equity, Valuation, Capital Markets, M&A experience, Executive Management, LBO, CPA, IPO, Investment Banking, Acquisitions, Finance, Acquisition Integration, M&A execution, Due Diligence, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Financial Modeling
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Finance
Boston College - Carroll School of Management 1987 — 1991
BS, Accounting (Summa Cum Laude)
Boston Latin School 1983 — 1987
Mercury Capital Advisors, LLC 2012 - Present
Citigroup Global Markets Inc. 2003 - 2012
Simon Marketing, Inc. 2000 - 2003
Thermo Vision Corporation 1998 - 2000
Arthur Andersen LLP 1991 - 1998
Skills
Capital Markets..., Initial Public Offerings, Investor Communications, Rating Agency Analysis, Financial Forecasting &..., Corporate Valuation, M&A Execution, Post-Merger Integration, SEC and Investor..., Financial Systems..., International Experience, Certified Public..., Private Equity, Valuation, Capital Markets, M&A experience, Executive Management, LBO, CPA, IPO, Investment Banking, Acquisitions, Finance, Acquisition Integration, M&A execution, Due Diligence, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Financial Modeling
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Finance
Boston College - Carroll School of Management 1987 — 1991
BS, Accounting (Summa Cum Laude)
Boston Latin School 1983 — 1987
Mary Beth Rooney's Citigroup Global Markets Inc. Experience December 2005 - Present
Job Director Compliance at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup Global Markets Inc. December 2005 - Present
Chicago Board of Trade July 1976 - August 2005
Skills
Leadership, Securities, Trading Systems, Trading, Electronic Trading, Derivatives, Financial Statement..., AML, Capital Markets, Business Process..., Proprietary Trading, Back Office, Risk Management, Commodity, Fixed Income, Financial Markets, Market Data, Rates, Business Strategy, Financial Services, Vendor Management, Options, Financial Analysis, Financial Risk, FX Options, Alternative Investments, Investment Banking, Commodity Markets, Equities, Hedge Funds, Operational Risk
Education
DePaul University 1972 — 1976
BSC, Accounting
Citigroup Global Markets Inc. December 2005 - Present
Chicago Board of Trade July 1976 - August 2005
Skills
Leadership, Securities, Trading Systems, Trading, Electronic Trading, Derivatives, Financial Statement..., AML, Capital Markets, Business Process..., Proprietary Trading, Back Office, Risk Management, Commodity, Fixed Income, Financial Markets, Market Data, Rates, Business Strategy, Financial Services, Vendor Management, Options, Financial Analysis, Financial Risk, FX Options, Alternative Investments, Investment Banking, Commodity Markets, Equities, Hedge Funds, Operational Risk
Education
DePaul University 1972 — 1976
BSC, Accounting
Robert Amster's Citigroup Global Markets Inc. Experience August 1981 - September 2010
Job Legal Services Professional
Industry Legal Services
Experience
Citigroup Global Markets Inc. August 1981 - September 2010
Interpretative Division, Chief Counsel, Internal Revenue Service August 1977 - July 1981
Education
Georgetown University Law Center 1979 — 1981
Master of Laws in Taxation
The George Washington University Law School 1974 — 1977
JD
University of Rochester 1970 — 1974
BA, Political Science
Brooklyn Technical High School 1966 — 1970
Citigroup Global Markets Inc. August 1981 - September 2010
Interpretative Division, Chief Counsel, Internal Revenue Service August 1977 - July 1981
Education
Georgetown University Law Center 1979 — 1981
Master of Laws in Taxation
The George Washington University Law School 1974 — 1977
JD
University of Rochester 1970 — 1974
BA, Political Science
Brooklyn Technical High School 1966 — 1970
Benjamin Faulkner's Citigroup Global Markets Inc. Experience April 2007 - May 2013
Job AttorneyAdviser at U.S. Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission May 2013 - Present
Citigroup Global Markets Inc. April 2007 - May 2013
NHL Enterprises, L.P. 2006 - 2007
Cleary Gottlieb Steen & Hamilton LLP 2003 - 2006
Judge Joseph Irenas, U.S. District Court for the District of New Jersey August 2002 - August 2003
Education
University of Michigan Law School 1999 — 2002
J.D.
Cornell University 1993 — 1996
B.S., Policy Analysis
US Securities and Exchange Commission May 2013 - Present
Citigroup Global Markets Inc. April 2007 - May 2013
NHL Enterprises, L.P. 2006 - 2007
Cleary Gottlieb Steen & Hamilton LLP 2003 - 2006
Judge Joseph Irenas, U.S. District Court for the District of New Jersey August 2002 - August 2003
Education
University of Michigan Law School 1999 — 2002
J.D.
Cornell University 1993 — 1996
B.S., Policy Analysis
Arifa Baksh's Citigroup Global Markets Inc. Experience February 2008 - Present
Job Senior Service Representative /Securities Operation
Industry Financial Services
Experience
Citigroup Global Markets Inc. February 2008 - Present
BNY Mellon June 2006 - January 2008
Mitsubishi UFJ Securities August 2004 - May 2006
Skills
Cash Management, Compliance, Tax Reporting, Wall Street Concepts..., Account Reconciliation, NRA/Domestic Tax, Customer Service, Bloomberg, Euroclear, DTC, Netx360, MS Office Suite, Outlook, Lotus Notes, AWD, Analysis, Accounting, Financial Services
Education
Laguardia Community College 2004 — 2006
Associate's degree, Paralegal
Citigroup Global Markets Inc. February 2008 - Present
BNY Mellon June 2006 - January 2008
Mitsubishi UFJ Securities August 2004 - May 2006
Skills
Cash Management, Compliance, Tax Reporting, Wall Street Concepts..., Account Reconciliation, NRA/Domestic Tax, Customer Service, Bloomberg, Euroclear, DTC, Netx360, MS Office Suite, Outlook, Lotus Notes, AWD, Analysis, Accounting, Financial Services
Education
Laguardia Community College 2004 — 2006
Associate's degree, Paralegal
Elena Matrullo's Citigroup Global Markets Inc. Experience June 1991 - May 2008
Job MD at Barclays Capital
Industry Investment Banking
Experience
Barclays June 2008 - February 2013
Citigroup Global Markets Inc. June 1991 - May 2008
Skills
Investment Banking, Trading Systems, Electronic Trading, Market Risk, Portfolio Management, Team Management, Diversity, Credit Risk, Credit, Risk Management, Banking, Structured Products, Hedge Funds, Financial Markets
Education
Baruch College 1983 — 1987
Bachelor of Business Administration (BBA)
Barclays June 2008 - February 2013
Citigroup Global Markets Inc. June 1991 - May 2008
Skills
Investment Banking, Trading Systems, Electronic Trading, Market Risk, Portfolio Management, Team Management, Diversity, Credit Risk, Credit, Risk Management, Banking, Structured Products, Hedge Funds, Financial Markets
Education
Baruch College 1983 — 1987
Bachelor of Business Administration (BBA)
Chris Dimon's Citigroup Global Markets Inc. Experience June 2008 - December 2011
Job VP ShortTerm Trading
Industry Financial Services
Experience
Citigroup Global Markets Inc June 2008 - December 2011
Citi 1998 - 2011
Citigroup Global Markets Inc March 2005 - June 2008
Citigroup Global Markets Inc April 1998 - March 2005
Thomson Securities Information Services, Inc December 1995 - April 1998
Education
Boston College
Boston College
Bachelor of Arts, History
Citigroup Global Markets Inc June 2008 - December 2011
Citi 1998 - 2011
Citigroup Global Markets Inc March 2005 - June 2008
Citigroup Global Markets Inc April 1998 - March 2005
Thomson Securities Information Services, Inc December 1995 - April 1998
Education
Boston College
Boston College
Bachelor of Arts, History
Brett McKenica's Citigroup Global Markets Inc. Experience August 2011 - Present
Job Ops Support Rep. 3 at Citigroup Global Markets Inc
Industry Financial Services
Experience
Citigroup Global Markets Inc August 2011 - Present
GEICO June 2005 - August 2011
Travelers July 2004 - June 2005
Skills
Microsoft Office, Pages, Adobe Acrobat, Firefox, Team Leadership, Direct Sales, Strategic Planning, Project Planning, Process Management, Process Improvement, Job Scheduling, Problem Solving, Data Analysis, Business Analysis, Market Analysis, Communication, MIS, SQL, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Logistics, Supply Chain, Marketing Management, Marketing Research, Order Management
Education
Canisius College 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.83
Canisius College 2000 — 2004
Bachelor of Science (BS), Marketing/Marketing Management, General
Citigroup Global Markets Inc August 2011 - Present
GEICO June 2005 - August 2011
Travelers July 2004 - June 2005
Skills
Microsoft Office, Pages, Adobe Acrobat, Firefox, Team Leadership, Direct Sales, Strategic Planning, Project Planning, Process Management, Process Improvement, Job Scheduling, Problem Solving, Data Analysis, Business Analysis, Market Analysis, Communication, MIS, SQL, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Logistics, Supply Chain, Marketing Management, Marketing Research, Order Management
Education
Canisius College 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.83
Canisius College 2000 — 2004
Bachelor of Science (BS), Marketing/Marketing Management, General
Shannon Hales's Citigroup Global Markets Inc. Experience My responsibilities include managing a team of attorneys and paralegals; advising sales and trading desks and providing advice and counsel on financing structures, cross product margining and prime brokerage.$
Job Director at Citigroup Global Markets Inc.
Industry Law Practice
Experience
Citigroup Global Markets Inc. My responsibilities include managing a team of attorneys and paralegals; advising sales and trading desks and providing advice and counsel on financing structures, cross product margining and prime brokerage.$
Skills
Private Equity, Securities, Mergers & Acquisitions, Corporate Governance, Securities Regulation, Corporate Law, Due Diligence, Corporate Finance, Litigation, Legal Research, Legal Writing, Licensing, Commercial Litigation, Strategy, Intellectual Property
Education
Harvard Law School
Juris Doctorate
Vanderbilt University
Bachelor of Science, Mathematics
Citigroup Global Markets Inc. My responsibilities include managing a team of attorneys and paralegals; advising sales and trading desks and providing advice and counsel on financing structures, cross product margining and prime brokerage.$
Skills
Private Equity, Securities, Mergers & Acquisitions, Corporate Governance, Securities Regulation, Corporate Law, Due Diligence, Corporate Finance, Litigation, Legal Research, Legal Writing, Licensing, Commercial Litigation, Strategy, Intellectual Property
Education
Harvard Law School
Juris Doctorate
Vanderbilt University
Bachelor of Science, Mathematics
Craig Kornett's Citigroup Global Markets Inc. Experience 2014 - Present
Job Director at Citigroup Global Markets Inc.
Industry Investment Banking
Experience
Citigroup Global Markets Inc. 2014 - Present
Hammond Hanlon Camp LLC 2013 - 2014
Barclays Capital 2008 - 2013
Lehman Brothers 2006 - 2008
UBS Investment Bank 2003 - 2006
Fitch Ratings 1997 - 2003
North Shore Health System 1996 - 1997
The Brooklyn Hospital Center 1994 - 1996
Coopers & Lybrand 1993 - 1994
Ernst & Young 1989 - 1992
Skills
Fixed Income, Investment Banking, Capital Markets, Derivatives, Equities, Bonds, Hedge Funds, Valuation, Bloomberg, Financial Modeling, Asset Management, Structured Finance, Securities, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Master of Business Administration (MBA), Finance
Lynchburg College 1985 — 1989
Bachelor of Arts (BA), History & Journalism
Citigroup Global Markets Inc. 2014 - Present
Hammond Hanlon Camp LLC 2013 - 2014
Barclays Capital 2008 - 2013
Lehman Brothers 2006 - 2008
UBS Investment Bank 2003 - 2006
Fitch Ratings 1997 - 2003
North Shore Health System 1996 - 1997
The Brooklyn Hospital Center 1994 - 1996
Coopers & Lybrand 1993 - 1994
Ernst & Young 1989 - 1992
Skills
Fixed Income, Investment Banking, Capital Markets, Derivatives, Equities, Bonds, Hedge Funds, Valuation, Bloomberg, Financial Modeling, Asset Management, Structured Finance, Securities, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Master of Business Administration (MBA), Finance
Lynchburg College 1985 — 1989
Bachelor of Arts (BA), History & Journalism
David Spiro's Citigroup Global Markets Inc. Experience May 2011 - August 2011
Job
Industry Venture Capital & Private Equity
Experience
Insight Venture Partners June 2013 - Present
Stone Point Capital May 2012 - August 2012
Citigroup Global Markets Inc. May 2011 - August 2011
Credit Suisse May 2011 - May 2011
The Journal News May 2010 - June 2010
Skills
Private Equity, Venture Capital, Investments, Corporate Finance, Entrepreneurship, Python, Matlab, Start-ups, Due Diligence, Financial Analysis, Capital Markets, Equity Capital Markets, Financial Modeling, Valuation, Investment Banking, Bloomberg, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Finance, JavaScript
Education
University of Pennsylvania - The Wharton School 2011 — 2014
Bachelor of Science (B.S.) in Economics, Concentrations: Operations & Information Management, Legal Studies & Business Ethics
University College London, U. of London 2012 — 2012
Economics
Duke University 2010 — 2011
Bachelor of Science, Economics
Scarsdale High School 2006 — 2010
Insight Venture Partners June 2013 - Present
Stone Point Capital May 2012 - August 2012
Citigroup Global Markets Inc. May 2011 - August 2011
Credit Suisse May 2011 - May 2011
The Journal News May 2010 - June 2010
Skills
Private Equity, Venture Capital, Investments, Corporate Finance, Entrepreneurship, Python, Matlab, Start-ups, Due Diligence, Financial Analysis, Capital Markets, Equity Capital Markets, Financial Modeling, Valuation, Investment Banking, Bloomberg, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Finance, JavaScript
Education
University of Pennsylvania - The Wharton School 2011 — 2014
Bachelor of Science (B.S.) in Economics, Concentrations: Operations & Information Management, Legal Studies & Business Ethics
University College London, U. of London 2012 — 2012
Economics
Duke University 2010 — 2011
Bachelor of Science, Economics
Scarsdale High School 2006 — 2010
Hugo Hilgendorff's Citigroup Global Markets Inc. Experience July 2005 - June 2009
Job Partner at Bressler, Amery & Ross, P.C.
Industry Law Practice
Experience
Bressler, Amery & Ross, P.C. May 2011 - Present
Morgan Stanley Smith Barney June 2009 - May 2011
Citigroup Global Markets Inc. July 2005 - June 2009
Bressler, Amery & Ross, P.C. August 2000 - June 2005
Cuyler Burk, P.C. September 1998 - August 2000
Superior Court of New Jersey September 1997 - August 1998
Education
Villanova University School of Law 1994 — 1997
Doctor of Law (J.D.)
Gettysburg College 1989 — 1993
Bachelor of Arts (B.A.), History
The Pingry School 1986 — 1989
Bressler, Amery & Ross, P.C. May 2011 - Present
Morgan Stanley Smith Barney June 2009 - May 2011
Citigroup Global Markets Inc. July 2005 - June 2009
Bressler, Amery & Ross, P.C. August 2000 - June 2005
Cuyler Burk, P.C. September 1998 - August 2000
Superior Court of New Jersey September 1997 - August 1998
Education
Villanova University School of Law 1994 — 1997
Doctor of Law (J.D.)
Gettysburg College 1989 — 1993
Bachelor of Arts (B.A.), History
The Pingry School 1986 — 1989
Omer Masood's Citigroup Global Markets Inc. Experience 2006 - 2007
Job International Country Market Specialist Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Standard Chartered Bank 2010 - 2011
Citigroup Global Markets Ltd. 2007 - 2009
Citigroup Global Markets Inc 2006 - 2007
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Michigan State University 2004 — 2006
Bachelor's degree, Business, Marketing and Finance
Morgan Stanley 2011 - Present
Standard Chartered Bank 2010 - 2011
Citigroup Global Markets Ltd. 2007 - 2009
Citigroup Global Markets Inc 2006 - 2007
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Michigan State University 2004 — 2006
Bachelor's degree, Business, Marketing and Finance
Dominique Sharbaan's Citigroup Global Markets Inc. Experience July 2004 - March 2009
Job Administrative Assistant
Industry Construction
Experience
NYC SCA July 2009 - Present
Citigroup Global Markets Inc. July 2004 - March 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Outlook, PowerPoint, Administrative..., Contract Management, Office Management, Construction, Project Planning, Data Entry, Management
Education
John Jay College of Criminal Justice 2013 — 2014
Bachelor's degree, Criminal Justice
CUNY Bronx Community College 2009 — 2013
Associate of Arts (A.A.), Criminal Justice
NYC SCA July 2009 - Present
Citigroup Global Markets Inc. July 2004 - March 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Outlook, PowerPoint, Administrative..., Contract Management, Office Management, Construction, Project Planning, Data Entry, Management
Education
John Jay College of Criminal Justice 2013 — 2014
Bachelor's degree, Criminal Justice
CUNY Bronx Community College 2009 — 2013
Associate of Arts (A.A.), Criminal Justice
Samuel Gaze's Citigroup Global Markets Inc. Experience June 2010 - Present
Job Associate at Citigroup Global Markets Inc.
Industry Banking
Experience
Citigroup Global Markets Inc. June 2010 - Present
Citigroup Global Transaction Services July 2007 - June 2010
Skills
Transaction Management, Corporate Finance, Underwriting, Securities Offerings, Bond Markets, High Yield Bonds, Covered Bonds, Preferred Stock, Bond Pricing, Covenants, Credit Risk, Credit Analysis, Credit Rating, Medium Term Note..., Cross-border..., Investment Banking, Financial Institutions, Regional Banks, Asset Management, Insurance, REIT, Financial Services, Due Diligence, Institutional..., Investment Advisory, Investment Management, Working Capital..., Risk Analysis, Strategy, Strategic Planning, Financial Analysis, Financial Modeling, Financial Accounting, Financial Planning, Financial Markets, Financial Statements, Series 79, Series 63
Education
Georgetown University - The McDonough School of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Citigroup Global Markets Inc. June 2010 - Present
Citigroup Global Transaction Services July 2007 - June 2010
Skills
Transaction Management, Corporate Finance, Underwriting, Securities Offerings, Bond Markets, High Yield Bonds, Covered Bonds, Preferred Stock, Bond Pricing, Covenants, Credit Risk, Credit Analysis, Credit Rating, Medium Term Note..., Cross-border..., Investment Banking, Financial Institutions, Regional Banks, Asset Management, Insurance, REIT, Financial Services, Due Diligence, Institutional..., Investment Advisory, Investment Management, Working Capital..., Risk Analysis, Strategy, Strategic Planning, Financial Analysis, Financial Modeling, Financial Accounting, Financial Planning, Financial Markets, Financial Statements, Series 79, Series 63
Education
Georgetown University - The McDonough School of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY