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
Robert Holley Robert Holley's Citigroup Global Markets Inc. Experience May 2007 - April 2014
Job Portfolio Manager & Director of Portfolio Operations at Illinois State Treasurer
Industry Investment Management
Experience
Illinois State Treasurer August 2015 - Present
Natural Resource Recovery LLC May 2014 - February 2015
Citigroup Global Markets, Inc May 2007 - April 2014
Citigroup Global Markets, Inc August 2003 - May 2007
Morgan Stanley Smith Barney July 2001 - July 2003
Morgan Stanley Smith Barney June 2000 - September 2000
IBD - Financial Institutions Group March 2000 - June 2000
US House of Representatives March 2000 - June 2000
Skills
Fixed Income, Hedge Funds, Financial Modeling, Trading, Investments, Asset Managment, Prime Brokerage, Equity Research, Finance, Business Development, Analysis, Budgets, Equities, Financial Analysis, Valuation, Investment Banking, Strategic Planning, Corporate Finance, CRM, Strategy, Business Strategy, Capital Markets, Series 7, Bloomberg, Relationship Management, Private Equity
Education
Stanford University 1997 — 2001
B.A., Public Policy
Stanford University 1997 — 2001
A.B, Public Policy
Illinois State Treasurer August 2015 - Present
Natural Resource Recovery LLC May 2014 - February 2015
Citigroup Global Markets, Inc May 2007 - April 2014
Citigroup Global Markets, Inc August 2003 - May 2007
Morgan Stanley Smith Barney July 2001 - July 2003
Morgan Stanley Smith Barney June 2000 - September 2000
IBD - Financial Institutions Group March 2000 - June 2000
US House of Representatives March 2000 - June 2000
Skills
Fixed Income, Hedge Funds, Financial Modeling, Trading, Investments, Asset Managment, Prime Brokerage, Equity Research, Finance, Business Development, Analysis, Budgets, Equities, Financial Analysis, Valuation, Investment Banking, Strategic Planning, Corporate Finance, CRM, Strategy, Business Strategy, Capital Markets, Series 7, Bloomberg, Relationship Management, Private Equity
Education
Stanford University 1997 — 2001
B.A., Public Policy
Stanford University 1997 — 2001
A.B, Public Policy
Dayna Woods Dayna Woods's Citigroup Global Markets Inc. Experience June 1997 - December 2006
Job Realtor at Fenton Lang Bruner & Associates
Industry Real Estate
Experience
Fenton Lang Bruner and Associates April 2010 - Present
Citigroup Global Markets Inc. June 1997 - December 2006
UBS (Swiss Bank Corporation) June 1986 - May 1995
Skills
First Time Home Buyers, Foreclosures, Short Sales, Real Estate, REO, Investment Properties, Sellers, Relocation, Investors, Condos, Single Family Homes, Real Estate Transactions, Brokerage, Property Management, Real Estate Financing, FHA, Residential Homes, Negotiation, Sales, Referrals, Loans, Commercial Real Estate, Selling, Property, Real Estate Development, Appraisals
Education
San Francisco State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Fenton Lang Bruner and Associates April 2010 - Present
Citigroup Global Markets Inc. June 1997 - December 2006
UBS (Swiss Bank Corporation) June 1986 - May 1995
Skills
First Time Home Buyers, Foreclosures, Short Sales, Real Estate, REO, Investment Properties, Sellers, Relocation, Investors, Condos, Single Family Homes, Real Estate Transactions, Brokerage, Property Management, Real Estate Financing, FHA, Residential Homes, Negotiation, Sales, Referrals, Loans, Commercial Real Estate, Selling, Property, Real Estate Development, Appraisals
Education
San Francisco State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wen Jen's Citigroup Global Markets Inc. Experience April 2014 - June 2015
Job Licensed Banker at CITIGROUP GLOBAL MARKETS INC
Industry Financial Services
Experience
CITIGROUP GLOBAL MARKETS INC April 2014 - June 2015
Chase Investment Services Corporation July 2012 - November 2013
JPMorgan Chase October 2011 - July 2012
Genera Corporation March 2011 - July 2011
All In Wireless December 2009 - November 2010
California State Summer School for Math and Science July 2006 - July 2008
Skills
Bilingual-English/Mandar..., Microsoft Word,..., Harvard Graphics, Adobe Photoshop, Oracle, Imovie, PowerPoint, Customer Service, Data Analysis, Photoshop, Marketing
Education
University of California, Irvine 2004 — 2009
Bachelor of Arts, Criminology Law and Society and Psychology and Social Behavior, 3.2
National University of Singapore / NUS 2008 — 2008
Psychology and Social Behavior, 3.8
UCDC 2009 — 2009
Internship, Education, 4.0
CITIGROUP GLOBAL MARKETS INC April 2014 - June 2015
Chase Investment Services Corporation July 2012 - November 2013
JPMorgan Chase October 2011 - July 2012
Genera Corporation March 2011 - July 2011
All In Wireless December 2009 - November 2010
California State Summer School for Math and Science July 2006 - July 2008
Skills
Bilingual-English/Mandar..., Microsoft Word,..., Harvard Graphics, Adobe Photoshop, Oracle, Imovie, PowerPoint, Customer Service, Data Analysis, Photoshop, Marketing
Education
University of California, Irvine 2004 — 2009
Bachelor of Arts, Criminology Law and Society and Psychology and Social Behavior, 3.2
National University of Singapore / NUS 2008 — 2008
Psychology and Social Behavior, 3.8
UCDC 2009 — 2009
Internship, Education, 4.0
Karen Lin Karen Lin's Citigroup Global Markets Inc. Experience 2006 - 2009
Job Senior Associate at Levine Leichtman Capital Partners
Industry Venture Capital & Private Equity
Experience
Levine Leichtman Capital Partners 2015 - Present
Levine Leichtman Capital Partners 2011 - 2015
Citigroup Global Markets Inc. 2006 - 2009
Gap June 2005 - August 2005
Skills
Financial Modeling, Private Equity, Valuation, Valuation Modeling, LBO, Investment Banking, Due Diligence, Financial Analysis, Corporate Portfolio..., Mergers, Corporate Finance, Forecasting, Business Valuation, Corporate Development, Mergers & Acquisitions, Capital Markets, Finance, Investments
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Business Administration
University of California, Berkeley 2002 — 2006
B.A & B.S, Business Administration, Economics
University of California, Berkeley, Haas School of Business 2002 — 2006
B.A, Business Administration, Economics
Levine Leichtman Capital Partners 2015 - Present
Levine Leichtman Capital Partners 2011 - 2015
Citigroup Global Markets Inc. 2006 - 2009
Gap June 2005 - August 2005
Skills
Financial Modeling, Private Equity, Valuation, Valuation Modeling, LBO, Investment Banking, Due Diligence, Financial Analysis, Corporate Portfolio..., Mergers, Corporate Finance, Forecasting, Business Valuation, Corporate Development, Mergers & Acquisitions, Capital Markets, Finance, Investments
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Business Administration
University of California, Berkeley 2002 — 2006
B.A & B.S, Business Administration, Economics
University of California, Berkeley, Haas School of Business 2002 — 2006
B.A, Business Administration, Economics
Steven Freiman Steven Freiman's Citigroup Global Markets Inc. Experience May 2008 - August 2008
Job Client Service Associate for Team Freiman at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2015 - Present
PricewaterhouseCoopers LLP October 2011 - May 2015
The Phi Epsilon Chapter of the Zeta Psi Fraternity November 2009 - November 2010
Rose Financial Services June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - January 2010
The Phi Epsilon Chapter of the Zeta Psi Fratenity November 2008 - November 2009
Citigroup Global Markets Inc May 2008 - August 2008
Aronson & Company June 2007 - January 2008
Skills
Fixed Asset Depreciation, Tax Accounting, Research & Development..., Microsoft Excel, Meals & Entertainment..., Corporate Tax, FATCA, Construction Accounting, Team-oriented, Product Marketing, Scoping Studies, Finance, Retirement Planning, Leadership, CPA, Tax, Auditing, Public Speaking, Accounting, Analysis, Financial Analysis, Microsoft Office, PowerPoint, Research
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science (Honors), Accounting, Finance
Richard Montgomery High School 2003 — 2007
International Baccalaureate Programme Diploma
Morgan Stanley Wealth Management June 2015 - Present
PricewaterhouseCoopers LLP October 2011 - May 2015
The Phi Epsilon Chapter of the Zeta Psi Fraternity November 2009 - November 2010
Rose Financial Services June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - January 2010
The Phi Epsilon Chapter of the Zeta Psi Fratenity November 2008 - November 2009
Citigroup Global Markets Inc May 2008 - August 2008
Aronson & Company June 2007 - January 2008
Skills
Fixed Asset Depreciation, Tax Accounting, Research & Development..., Microsoft Excel, Meals & Entertainment..., Corporate Tax, FATCA, Construction Accounting, Team-oriented, Product Marketing, Scoping Studies, Finance, Retirement Planning, Leadership, CPA, Tax, Auditing, Public Speaking, Accounting, Analysis, Financial Analysis, Microsoft Office, PowerPoint, Research
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science (Honors), Accounting, Finance
Richard Montgomery High School 2003 — 2007
International Baccalaureate Programme Diploma
Matthew Pimentel Matthew Pimentel's Citigroup Global Markets Inc. Experience September 2013 - Present
Job Back Office Settlements LATAM Markets at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup Global Markets Inc. September 2013 - Present
MPC Pool & Lanai Screens October 2003 - Present
Citi June 2011 - September 2013
Nokia, Inc. December 2001 - September 2003
ECI (Enavis) Telecom March 2000 - August 2001
Intermedia 1998 - 1999
Telco Communications Group 1995 - 1997
Skills
Leadership, Finance, Financial Analysis, Management, Microsoft Excel, Process Improvement, Marketing, Bilingual-Spanish, Public Speaking, Analysis, Microsoft Office, Time Management, Access, LATAM, Securities Market, Fixed Income, Corporate Communications, Budgets, SWIFT Messaging, Microsoft Word, UAT Coordination, Writing, Customer Service, PowerPoint, Six Sigma
Education
University of South Florida 2009 — 2011
Bachelors of Science, Accounting
Hillsborough County Community College 2007 — 2009
Associates Degree, Business
Colegio Americano 1976 — 1980
Citigroup Global Markets Inc. September 2013 - Present
MPC Pool & Lanai Screens October 2003 - Present
Citi June 2011 - September 2013
Nokia, Inc. December 2001 - September 2003
ECI (Enavis) Telecom March 2000 - August 2001
Intermedia 1998 - 1999
Telco Communications Group 1995 - 1997
Skills
Leadership, Finance, Financial Analysis, Management, Microsoft Excel, Process Improvement, Marketing, Bilingual-Spanish, Public Speaking, Analysis, Microsoft Office, Time Management, Access, LATAM, Securities Market, Fixed Income, Corporate Communications, Budgets, SWIFT Messaging, Microsoft Word, UAT Coordination, Writing, Customer Service, PowerPoint, Six Sigma
Education
University of South Florida 2009 — 2011
Bachelors of Science, Accounting
Hillsborough County Community College 2007 — 2009
Associates Degree, Business
Colegio Americano 1976 — 1980
Melissa Torres Melissa Torres's Citigroup Global Markets Inc. Experience 2002 - 2013
Job Credit Risk Management at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York June 2015 - Present
Latino U College Access September 2013 - June 2015
Citigroup Global Markets Inc. 2002 - 2013
Natixis North America LLC (fka- CDC Ixis NA Inc.) May 2001 - May 2002
Barclays Investment Bank July 1999 - May 2001
Prudential Securities Inc 1988 - 1999
Skills
Risk Management, Internal Audit, Corporate Banking &..., FINRA Series 3, 7 & 66..., Commercial Lending, Non-Profit Accounting..., Derivatives, Financial Risk, Finance, Portfolio Management, Credit Risk, Fixed Income, Banking, Equities, Credit, Investment Banking, Capital Markets, Management
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Business Administration (B.B.A.), Accounting
Federal Reserve Bank of New York June 2015 - Present
Latino U College Access September 2013 - June 2015
Citigroup Global Markets Inc. 2002 - 2013
Natixis North America LLC (fka- CDC Ixis NA Inc.) May 2001 - May 2002
Barclays Investment Bank July 1999 - May 2001
Prudential Securities Inc 1988 - 1999
Skills
Risk Management, Internal Audit, Corporate Banking &..., FINRA Series 3, 7 & 66..., Commercial Lending, Non-Profit Accounting..., Derivatives, Financial Risk, Finance, Portfolio Management, Credit Risk, Fixed Income, Banking, Equities, Credit, Investment Banking, Capital Markets, Management
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Business Administration (B.B.A.), Accounting
Jacqueline Velazquez Jacqueline Velazquez's Citigroup Global Markets Inc. Experience July 2007 - September 2007
Job Psychology MA Candidate at Long Island University
Industry Mental Health Care
Experience
Achieve Beyond July 2012 - Present
creedmoor psychiatric October 2009 - May 2012
st. johns university- student financial services October 2008 - May 2012
Citigroup Global Markets Inc July 2007 - September 2007
Skills
fluent in spanish, Microsoft Office, SPSS, conversational French, conversational Italian, Oracle, claims software, New York Early...
Education
LIU Brooklyn 2015 — 2017
Master’s Degree, Psychology
Saint John's University 2008 — 2012
Bachelor's Degree, Psychology
Achieve Beyond July 2012 - Present
creedmoor psychiatric October 2009 - May 2012
st. johns university- student financial services October 2008 - May 2012
Citigroup Global Markets Inc July 2007 - September 2007
Skills
fluent in spanish, Microsoft Office, SPSS, conversational French, conversational Italian, Oracle, claims software, New York Early...
Education
LIU Brooklyn 2015 — 2017
Master’s Degree, Psychology
Saint John's University 2008 — 2012
Bachelor's Degree, Psychology
Scott Rieke Scott Rieke's Citigroup Global Markets Inc. Experience June 2004 - March 2009
Job Interest Rate Derivatives, MSR, and Residential Mortgage Lending
Industry Banking
Experience
First State Bank - First State Bank Mortgage August 2012 - Present
Citigroup Treasury / CitiMortgage March 2009 - August 2011
Citigroup Global Markets Inc June 2004 - March 2009
Smith Barney December 2001 - June 2004
Skills
Trading, Interest Rate..., Fixed Income, Market Risk, Counterparty Risk, Risk Measurement, Fixed Income Products, P&L Management, Visual Basic, Bloomberg, Excel, Interest Rate Swaps, Options, Interest Rate Risk..., Mortgage Lending, Residential Mortgages, Mortgage Banking, MSR, Mortgage Underwriting, Mortgage, Loan Servicing, SRP, Fannie Mae, FHA financing, Jumbo Mortgage, Mortgage Insurance, FHLMC, Prepayment, Monte Carlo Simulation, Credit, Risk Management, Financial Markets, Microsoft Excel, Derivatives, Portfolio Management, Rates, Swaps
Education
New York University 2007 — 2009
Bachelor's degree, Political Science and Government, 3.6
Shawnee Mission Northwest
Shawnee Mission Northwest
Shawnee Mission Northwest
University of Kansas
First State Bank - First State Bank Mortgage August 2012 - Present
Citigroup Treasury / CitiMortgage March 2009 - August 2011
Citigroup Global Markets Inc June 2004 - March 2009
Smith Barney December 2001 - June 2004
Skills
Trading, Interest Rate..., Fixed Income, Market Risk, Counterparty Risk, Risk Measurement, Fixed Income Products, P&L Management, Visual Basic, Bloomberg, Excel, Interest Rate Swaps, Options, Interest Rate Risk..., Mortgage Lending, Residential Mortgages, Mortgage Banking, MSR, Mortgage Underwriting, Mortgage, Loan Servicing, SRP, Fannie Mae, FHA financing, Jumbo Mortgage, Mortgage Insurance, FHLMC, Prepayment, Monte Carlo Simulation, Credit, Risk Management, Financial Markets, Microsoft Excel, Derivatives, Portfolio Management, Rates, Swaps
Education
New York University 2007 — 2009
Bachelor's degree, Political Science and Government, 3.6
Shawnee Mission Northwest
Shawnee Mission Northwest
Shawnee Mission Northwest
University of Kansas
Sean Coughlin Sean Coughlin's Citigroup Global Markets Inc. Experience July 1994 - May 2009
Job Member at Bressler Amery & Ross P.C.
Industry Financial Services
Experience
Bressler Amery & Ross P.C. June 2011 - Present
Morgan Stanley Smith Barney June 2009 - May 2011
Citigroup Global Markets Inc. July 1994 - May 2009
Kings County District Attorneys Office August 1988 - July 1994
Skills
Litigation, Mergers, Financial Advisory, FINRA, Capital Markets, Internal Investigations, Securities, Legal Writing, Mergers & Acquisitions, Arbitration, Securities Regulation, Legal Research, Legal Advice, Corporate Law, Due Diligence, Fraud, Corporate Governance
Education
Rutgers University School of Law - Newark 1985 — 1988
JD, Law
Rutgers University-New Brunswick 1981 — 1985
economics, political science
Rutgers University-New Brunswick 1981 — 1985
Glen Ridge
Bressler Amery & Ross P.C. June 2011 - Present
Morgan Stanley Smith Barney June 2009 - May 2011
Citigroup Global Markets Inc. July 1994 - May 2009
Kings County District Attorneys Office August 1988 - July 1994
Skills
Litigation, Mergers, Financial Advisory, FINRA, Capital Markets, Internal Investigations, Securities, Legal Writing, Mergers & Acquisitions, Arbitration, Securities Regulation, Legal Research, Legal Advice, Corporate Law, Due Diligence, Fraud, Corporate Governance
Education
Rutgers University School of Law - Newark 1985 — 1988
JD, Law
Rutgers University-New Brunswick 1981 — 1985
economics, political science
Rutgers University-New Brunswick 1981 — 1985
Glen Ridge
Jessica Kuess Jessica Kuess's Citigroup Global Markets Inc. Experience June 2011 - February 2013
Job Digital Associate at Apax Partners
Industry Financial Services
Experience
Apax Partners July 2014 - Present
Ralph Lauren February 2013 - July 2014
Citigroup Global Markets, Inc June 2011 - February 2013
Citigroup Global Markets, Inc. June 2008 - June 2011
Education
University of Michigan 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Apax Partners July 2014 - Present
Ralph Lauren February 2013 - July 2014
Citigroup Global Markets, Inc June 2011 - February 2013
Citigroup Global Markets, Inc. June 2008 - June 2011
Education
University of Michigan 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Amy Park-Sinner Amy Park-Sinner's Citigroup Global Markets Inc. Experience August 2002 - September 2008
Job Client Services Manager at Fragomen, Del Rey, Bernsen & Loewy
Industry Legal Services
Experience
Fragomen, Del Rey. Bernsen & Loewy, LLP February 2015 - Present
Fragomen, Del Rey, Bernsen & Loewy August 2012 - May 2014
The Walt Disney Company March 2010 - March 2012
Citigroup Global Markets Inc. August 2002 - September 2008
Fragomen, Del Rey, Bernsen & Loewy October 2000 - August 2002
Orrick, Herrington & Sutcliffe LLP May 1998 - October 2000
Skills
Immigration, Relocation, Global Mobility, Compliance, Employment Law, Immigration Law, Contract Negotiation, Legal Writing, Legal Research, International Law, Employee Relations, Legal Assistance, Negotiation, Human Resources, Litigation, Outlook, Intellectual Property, Writing, Legal Advice
Education
New York Law School 1999 — 2003
JD, Law
Montclair State University 1994 — 1998
Bachelors, Political Science
Fragomen, Del Rey. Bernsen & Loewy, LLP February 2015 - Present
Fragomen, Del Rey, Bernsen & Loewy August 2012 - May 2014
The Walt Disney Company March 2010 - March 2012
Citigroup Global Markets Inc. August 2002 - September 2008
Fragomen, Del Rey, Bernsen & Loewy October 2000 - August 2002
Orrick, Herrington & Sutcliffe LLP May 1998 - October 2000
Skills
Immigration, Relocation, Global Mobility, Compliance, Employment Law, Immigration Law, Contract Negotiation, Legal Writing, Legal Research, International Law, Employee Relations, Legal Assistance, Negotiation, Human Resources, Litigation, Outlook, Intellectual Property, Writing, Legal Advice
Education
New York Law School 1999 — 2003
JD, Law
Montclair State University 1994 — 1998
Bachelors, Political Science
Sadikquah Perry Sadikquah Perry's Citigroup Global Markets Inc. Experience November 2006 - June 2009
Job Program Analyst at Bureau of Labor Statistics
Industry Government Administration
Experience
Bureau of Labor Statistics January 2013 - Present
National Institutes of Health January 2012 - January 2013
Morgan Stanley Smith Barney November 2006 - January 2012
Citigroup Global Markets, Inc November 2006 - June 2009
Prudential Financial February 2005 - May 2006
Fidelity Investments March 2004 - February 2005
Merrill Lynch April 2002 - February 2004
Skills
Financial Analysis, Federal Government, Federal Budget, Business Intelligence, Statistical Data..., Agile Project Management, Requirements Analysis, Business Analysis, User Acceptance Testing, Business Process..., Project Management, Analysis, SharePoint, Microsoft Excel, Federal Procurement, Acquisitions, Contract Management, Financial Regulation, Human Resources, Cash Management, Business Communications, Government Contracting, Microsoft Office, Budget Process, Mutual Funds, Change Management, Team Building, Usability Testing, Stock Trading, Building Relationships, Program Management, Strategic Planning, Leadership, Training, Policy, Fraud Investigations, Government, Process Improvement, Data Analysis, Finance, Public Policy, Leadership Development
Education
University of Baltimore 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Baltimore City Community College 2007 — 2010
Associate, Business Administration
Bureau of Labor Statistics January 2013 - Present
National Institutes of Health January 2012 - January 2013
Morgan Stanley Smith Barney November 2006 - January 2012
Citigroup Global Markets, Inc November 2006 - June 2009
Prudential Financial February 2005 - May 2006
Fidelity Investments March 2004 - February 2005
Merrill Lynch April 2002 - February 2004
Skills
Financial Analysis, Federal Government, Federal Budget, Business Intelligence, Statistical Data..., Agile Project Management, Requirements Analysis, Business Analysis, User Acceptance Testing, Business Process..., Project Management, Analysis, SharePoint, Microsoft Excel, Federal Procurement, Acquisitions, Contract Management, Financial Regulation, Human Resources, Cash Management, Business Communications, Government Contracting, Microsoft Office, Budget Process, Mutual Funds, Change Management, Team Building, Usability Testing, Stock Trading, Building Relationships, Program Management, Strategic Planning, Leadership, Training, Policy, Fraud Investigations, Government, Process Improvement, Data Analysis, Finance, Public Policy, Leadership Development
Education
University of Baltimore 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Baltimore City Community College 2007 — 2010
Associate, Business Administration
Andre Janasik Andre Janasik's Citigroup Global Markets Inc. Experience August 1997 - September 2007
Job Experienced Financial Consultant; Cape Securities Inc./ Cape Advisory Services, Inc
Industry Financial Services
Experience
Cape Securities Inc./ Cape Advisory Services November 2009 - Present
Aura Financial Services December 2007 - November 2009
Citigroup Global Markets, Inc August 1997 - September 2007
Skills
Strategic Planning, Sales Management, Marketing, Team Building, Product Development, Account Management, Leadership, Executive Management, Product Marketing, Sales Process, Entrepreneurship, Small Business, New Business Development
Education
University of North Carolina at Chapel Hill 1987 — 1991
Bachelor of Arts (BA), Economics
Cape Securities Inc./ Cape Advisory Services November 2009 - Present
Aura Financial Services December 2007 - November 2009
Citigroup Global Markets, Inc August 1997 - September 2007
Skills
Strategic Planning, Sales Management, Marketing, Team Building, Product Development, Account Management, Leadership, Executive Management, Product Marketing, Sales Process, Entrepreneurship, Small Business, New Business Development
Education
University of North Carolina at Chapel Hill 1987 — 1991
Bachelor of Arts (BA), Economics
Matthew Tai Matthew Tai's Citigroup Global Markets Inc. Experience June 2010 - September 2010
Job Private Equity Associate at Neuberger Berman
Industry Investment Banking
Experience
Neuberger Berman 2013 - Present
Barclays Capital 2011 - 2013
Citigroup Global Markets Inc. June 2010 - September 2010
Mercer Investment Consulting January 2009 - May 2009
Ontario Teachers' Pension Plan May 2008 - September 2008
Education
McGill University
B.Com
University of Toronto
Neuberger Berman 2013 - Present
Barclays Capital 2011 - 2013
Citigroup Global Markets Inc. June 2010 - September 2010
Mercer Investment Consulting January 2009 - May 2009
Ontario Teachers' Pension Plan May 2008 - September 2008
Education
McGill University
B.Com
University of Toronto
Joe Accardi Joe Accardi's Citigroup Global Markets Inc. Experience April 2011 - Present
Job at Citigroup Global Markets, Inc.
Industry Financial Services
Experience
Citigroup Global Markets, Inc. April 2011 - Present
FINRA July 2005 - March 2011
Tahoe Futures 2004 - 2005
Tahoe Trading November 2000 - November 2004
Skills
Equities, Trading, Options, Fixed Income, FINRA, Derivatives
Education
Arizona State University 1996 — 2000
BIS, Business and Communication
Moore Catholic High School 1991 — 1995
General
Citigroup Global Markets, Inc. April 2011 - Present
FINRA July 2005 - March 2011
Tahoe Futures 2004 - 2005
Tahoe Trading November 2000 - November 2004
Skills
Equities, Trading, Options, Fixed Income, FINRA, Derivatives
Education
Arizona State University 1996 — 2000
BIS, Business and Communication
Moore Catholic High School 1991 — 1995
General
Jeremy Sessler Jeremy Sessler's Citigroup Global Markets Inc. Experience January 2000 - January 2007
Job Equity Sales
Industry Financial Services
Experience
Telsey Advisory Group August 2015 - Present
New York Cares January 2005 - Present
Topeka Capital Markets, Inc March 2011 - February 2015
JNK Securities April 2007 - March 2011
Citigroup Global Markets INC. January 2000 - January 2007
Skills
Equities, Series 7, Series 63, Trading, Options, Bloomberg, Securities, Hedge Funds, Equity Trading, Equity Research, Capital Markets, Asset Management, Electronic Trading, Strategy, Alternative Investments
Education
University at Albany, SUNY 1995 — 1999
BS, Accounting
Telsey Advisory Group August 2015 - Present
New York Cares January 2005 - Present
Topeka Capital Markets, Inc March 2011 - February 2015
JNK Securities April 2007 - March 2011
Citigroup Global Markets INC. January 2000 - January 2007
Skills
Equities, Series 7, Series 63, Trading, Options, Bloomberg, Securities, Hedge Funds, Equity Trading, Equity Research, Capital Markets, Asset Management, Electronic Trading, Strategy, Alternative Investments
Education
University at Albany, SUNY 1995 — 1999
BS, Accounting
Sam Irvani Sam Irvani's Citigroup Global Markets Inc. Experience May 1999 - May 2007
Job EVP at Waveland Capital Partners LLC
Industry Capital Markets
Experience
Waveland Capital Partners LLC February 2010 - Present
Western Digital May 2008 - February 2010
Citigroup Global Markets Inc. May 1999 - May 2007
Skills
Financial Modeling
Education
University of Toronto 1988 — 1993
BS, Physics / Mathematics
McMaster University 1996 — 1998
MBA, Finance
Waveland Capital Partners LLC February 2010 - Present
Western Digital May 2008 - February 2010
Citigroup Global Markets Inc. May 1999 - May 2007
Skills
Financial Modeling
Education
University of Toronto 1988 — 1993
BS, Physics / Mathematics
McMaster University 1996 — 1998
MBA, Finance
Bob DeMichiel Bob DeMichiel's Citigroup Global Markets Inc. Experience June 1984 - Present
Job Managing Director, Citigroup Global Markets Inc., Muncipal Securities Division, Head of Airport and Aviation Finance
Industry Financial Services
Experience
Citigroup Global Markets Inc. June 1984 - Present
Arthur Andersen & Co. June 1981 - July 1983
Skills
Bonds
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Finance
New York University 1977 — 1981
BS, Accounting
Citigroup Global Markets Inc. June 1984 - Present
Arthur Andersen & Co. June 1981 - July 1983
Skills
Bonds
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Finance
New York University 1977 — 1981
BS, Accounting
Gretchen Ullrich PMP Gretchen Ullrich PMP's Citigroup Global Markets Inc. Experience December 2010 - January 2012
Job Project Manager, Consultant at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
AIG February 2013 - May 2015
Standard & Poor's February 2012 - January 2013
Citigroup Global Markets, Inc. December 2010 - January 2012
BNY Mellon April 2007 - December 2010
U.S. Trust Company December 2004 - April 2007
Quick & Reilly (FleetBoston Financial) September 2000 - May 2003
AXA Client Solutions June 1999 - September 2000
Deutsche Bank North America 1997 - 1999
Crédit Lyonnais June 1992 - June 1997
Skills
Business Analysis, SDLC, Agile Methodologies, Vendor Management, Quality Assurance, Six Sigma, Project Governance, CMM, RUP, Corporate Actions, Fund Administration, Reviews, Risk Management, PMO, Portfolio Management, Program Management, Process Improvement, Change Management, Project Management, Requirements Gathering, Strategy, Capital Markets, Financial Analysis, Project Planning, Business Strategy, Management, Project Portfolio..., Derivatives, Trading, Analysis, Back Office, Team Building, Fixed Income, Leadership, Business Process..., Business Development, Financial Services, Trading Systems, PMP, Software Project..., Governance, Analytics, Relationship Management, IT Strategy, Business Process..., Outsourcing, Banking, Equities, Software Documentation, Financial Risk
Education
Baruch College, City University of New York (CUNY)
MBA, Finance and Investment Banking
The University of Connecticut
Bachelor of Science, Design and Resource Management
Credit Suisse May 2015 - Present
AIG February 2013 - May 2015
Standard & Poor's February 2012 - January 2013
Citigroup Global Markets, Inc. December 2010 - January 2012
BNY Mellon April 2007 - December 2010
U.S. Trust Company December 2004 - April 2007
Quick & Reilly (FleetBoston Financial) September 2000 - May 2003
AXA Client Solutions June 1999 - September 2000
Deutsche Bank North America 1997 - 1999
Crédit Lyonnais June 1992 - June 1997
Skills
Business Analysis, SDLC, Agile Methodologies, Vendor Management, Quality Assurance, Six Sigma, Project Governance, CMM, RUP, Corporate Actions, Fund Administration, Reviews, Risk Management, PMO, Portfolio Management, Program Management, Process Improvement, Change Management, Project Management, Requirements Gathering, Strategy, Capital Markets, Financial Analysis, Project Planning, Business Strategy, Management, Project Portfolio..., Derivatives, Trading, Analysis, Back Office, Team Building, Fixed Income, Leadership, Business Process..., Business Development, Financial Services, Trading Systems, PMP, Software Project..., Governance, Analytics, Relationship Management, IT Strategy, Business Process..., Outsourcing, Banking, Equities, Software Documentation, Financial Risk
Education
Baruch College, City University of New York (CUNY)
MBA, Finance and Investment Banking
The University of Connecticut
Bachelor of Science, Design and Resource Management
Kelly Lytle Kelly Lytle's Citigroup Global Markets Inc. Experience July 2005 - July 2008
Job Head of New Partnerships at Findaway
Industry Market Research
Experience
Findaway July 2013 - Present
Kelly Lytle January 2010 - Present
BBP Partners January 2012 - July 2013
AllianceBernstein July 2009 - December 2011
Cleveland Browns June 2008 - July 2009
Citigroup Global Markets Inc July 2005 - July 2008
Skills
Portfolio Management, Investments, Finance, Capital Markets, Investment Banking, Analysis, Wealth Management, Trading, Asset Allocation, Forecasting, Management, Program Management, Sales, Negotiation, Insurance, Financial Structuring
Education
Princeton University 2001 — 2005
B.A., Economics
Findaway July 2013 - Present
Kelly Lytle January 2010 - Present
BBP Partners January 2012 - July 2013
AllianceBernstein July 2009 - December 2011
Cleveland Browns June 2008 - July 2009
Citigroup Global Markets Inc July 2005 - July 2008
Skills
Portfolio Management, Investments, Finance, Capital Markets, Investment Banking, Analysis, Wealth Management, Trading, Asset Allocation, Forecasting, Management, Program Management, Sales, Negotiation, Insurance, Financial Structuring
Education
Princeton University 2001 — 2005
B.A., Economics
Anthony LoGalbo's Citigroup Global Markets Inc. Experience December 2013 - June 2014
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Citigroup Global Markets, Inc. December 2013 - June 2014
Citigroup Global Markets, Inc. December 2011 - December 2013
Conway & Conway, LLP August 2010 - August 2011
Pall Corporation May 2010 - August 2010
Financial Industry Regulatoty Authority Inc. (FINRA) January 2010 - April 2010
Honorable Judge Leonard Wexler (E.D.N.Y.), June 2009 - August 2009
New York State Attorney General August 2007 - December 2007
Broome County District Attorney's Office January 2007 - June 2007
Skills
Securities Regulation, Westlaw, Equities, Fixed Income, Fixed Income Analysis, Swaps, Foreign Exchange, 1940 Act, Dodd-Frank, Securities Exchange Act..., Securities Litigation, Equity Research Analysis, Equity Capital Markets, Equity Derivatives, Structured Products, Bloomberg Terminal
Education
Brooklyn Law School 2008 — 2011
JD, Corporate Law, Securities & Finance, Real Estate
State University of New York at Binghamton 2006 — 2008
BA, Political Science, Philosophy Politics & Law
State University of New York at Stony Brook 2004 — 2006
Political Science
Goldman Sachs July 2014 - Present
Citigroup Global Markets, Inc. December 2013 - June 2014
Citigroup Global Markets, Inc. December 2011 - December 2013
Conway & Conway, LLP August 2010 - August 2011
Pall Corporation May 2010 - August 2010
Financial Industry Regulatoty Authority Inc. (FINRA) January 2010 - April 2010
Honorable Judge Leonard Wexler (E.D.N.Y.), June 2009 - August 2009
New York State Attorney General August 2007 - December 2007
Broome County District Attorney's Office January 2007 - June 2007
Skills
Securities Regulation, Westlaw, Equities, Fixed Income, Fixed Income Analysis, Swaps, Foreign Exchange, 1940 Act, Dodd-Frank, Securities Exchange Act..., Securities Litigation, Equity Research Analysis, Equity Capital Markets, Equity Derivatives, Structured Products, Bloomberg Terminal
Education
Brooklyn Law School 2008 — 2011
JD, Corporate Law, Securities & Finance, Real Estate
State University of New York at Binghamton 2006 — 2008
BA, Political Science, Philosophy Politics & Law
State University of New York at Stony Brook 2004 — 2006
Political Science
Vernon Jacques Vernon Jacques's Citigroup Global Markets Inc. Experience January 2011 - May 2011
Job CSSFinance & Risk Reporting Operations (FRO) at Citi
Industry Banking
Experience
Citi February 2014 - Present
Morgan Stanley January 2013 - July 2013
Barclays March 2012 - January 2013
BNY Mellon April 2011 - October 2011
Citigroup Global Markets Inc. January 2011 - May 2011
FINRA April 2008 - November 2008
MF Global May 2007 - January 2008
Man Financial April 2003 - May 2007
Refco Capital LLC March 2002 - April 2004
NYMEX May 2001 - January 2002
Skills
FX Options, Settlement, Capital Markets, Portfolio Management
Education
St. Francis College 1995 — 2000
B.S, Business Management
Citi February 2014 - Present
Morgan Stanley January 2013 - July 2013
Barclays March 2012 - January 2013
BNY Mellon April 2011 - October 2011
Citigroup Global Markets Inc. January 2011 - May 2011
FINRA April 2008 - November 2008
MF Global May 2007 - January 2008
Man Financial April 2003 - May 2007
Refco Capital LLC March 2002 - April 2004
NYMEX May 2001 - January 2002
Skills
FX Options, Settlement, Capital Markets, Portfolio Management
Education
St. Francis College 1995 — 2000
B.S, Business Management
Edward (Guy) Heartfield Edward (Guy) Heartfield's Citigroup Global Markets Inc. Experience September 2004 - December 2008
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch January 2009 - Present
Citigroup Global Markets Inc. September 2004 - December 2008
Credit Suisse First Boston LLC July 1997 - September 2004
Donaldson, Lufkin & Jenrette July 1997 - September 2004
Education
The University of Texas at Austin 1988 — 1992
BA
Jesuit High School - New Orleans, LA
Bank of America Merrill Lynch January 2009 - Present
Citigroup Global Markets Inc. September 2004 - December 2008
Credit Suisse First Boston LLC July 1997 - September 2004
Donaldson, Lufkin & Jenrette July 1997 - September 2004
Education
The University of Texas at Austin 1988 — 1992
BA
Jesuit High School - New Orleans, LA
KC Testwuide's Citigroup Global Markets Inc. Experience June 2015 - Present
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citigroup Global Markets, Inc. June 2015 - Present
TNM Realty, Ginnel Real Estate August 2012 - May 2015
Citigroup Global Markets, Inc. June 2014 - August 2014
BNP Paribas June 2013 - August 2013
PEG Capital Management July 2012 - August 2012
Office of Member of Parliament Greg Hands June 2010 - July 2010
Education
Boston College 2011 — 2015
Bachelor of Science (B.Sc.), Finance, Economics
The Harvey School 2007 — 2011
High School Diploma
Citigroup Global Markets, Inc. June 2015 - Present
TNM Realty, Ginnel Real Estate August 2012 - May 2015
Citigroup Global Markets, Inc. June 2014 - August 2014
BNP Paribas June 2013 - August 2013
PEG Capital Management July 2012 - August 2012
Office of Member of Parliament Greg Hands June 2010 - July 2010
Education
Boston College 2011 — 2015
Bachelor of Science (B.Sc.), Finance, Economics
The Harvey School 2007 — 2011
High School Diploma
Vivek Mehra, CLTC's Citigroup Global Markets Inc. Experience April 2004 - March 2009
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Merrill Lynch, Pierce, Fenner & Smith, Inc. March 2009 - July 2012
Citigroup Global Markets, Inc. April 2004 - March 2009
Prudential Securities Inc./Wachovia Securities July 1997 - April 2004
Education
Boston College - Carroll School of Management 1990 — 1994
Bachelor of Science (BS), Finance
Ameriprise Financial Services, Inc. July 2012 - Present
Merrill Lynch, Pierce, Fenner & Smith, Inc. March 2009 - July 2012
Citigroup Global Markets, Inc. April 2004 - March 2009
Prudential Securities Inc./Wachovia Securities July 1997 - April 2004
Education
Boston College - Carroll School of Management 1990 — 1994
Bachelor of Science (BS), Finance
Indira Harrison Indira Harrison's Citigroup Global Markets Inc. Experience January 2000 - March 2004
Job Executive Admin
Industry Electrical/Electronic Manufacturing
Experience
Cooper Lighting March 2012 - Present
HomeOwners Advantage October 2011 - January 2012
Graphic Packaging International June 2007 - May 2011
Graphic Packaging International 2007 - 2011
The Coca Cola Company March 2006 - January 2007
Deloitte Consulting March 2005 - March 2006
Thomson Financial March 2004 - January 2005
Citigroup Global Markets Inc January 2000 - March 2004
PVD & Partners Inc May 1999 - January 2000
Grey Healthcare Group April 1996 - May 1999
Skills
Process Improvement, SAP, Outlook, Human Resources, Continuous Improvement, Process Scheduler, Management, Leadership, Visio, Administrative...
Education
St. Francis College
BS, Business Administration
St. Francis College 1997 — 1999
Medgar Evers College 1990 — 1995
Finance, Accounting
Cooper Lighting March 2012 - Present
HomeOwners Advantage October 2011 - January 2012
Graphic Packaging International June 2007 - May 2011
Graphic Packaging International 2007 - 2011
The Coca Cola Company March 2006 - January 2007
Deloitte Consulting March 2005 - March 2006
Thomson Financial March 2004 - January 2005
Citigroup Global Markets Inc January 2000 - March 2004
PVD & Partners Inc May 1999 - January 2000
Grey Healthcare Group April 1996 - May 1999
Skills
Process Improvement, SAP, Outlook, Human Resources, Continuous Improvement, Process Scheduler, Management, Leadership, Visio, Administrative...
Education
St. Francis College
BS, Business Administration
St. Francis College 1997 — 1999
Medgar Evers College 1990 — 1995
Finance, Accounting
Kashi Goshtasb Kashi Goshtasb's Citigroup Global Markets Inc. Experience June 2005 - September 2005
Job
Industry
Experience
Aquatic Gallery August 2006 - December 2009
Citigroup Global Markets Inc June 2005 - September 2005
Frontier Ford August 2002 - June 2003
Bella Vista Luxury Apartments June 2000 - December 2002
Education
University of California, Riverside 2003 — 2006
Bachelor of Science, Bachelor of Arts, Business Administration, Economics
Aquatic Gallery August 2006 - December 2009
Citigroup Global Markets Inc June 2005 - September 2005
Frontier Ford August 2002 - June 2003
Bella Vista Luxury Apartments June 2000 - December 2002
Education
University of California, Riverside 2003 — 2006
Bachelor of Science, Bachelor of Arts, Business Administration, Economics
Matt Biglin Matt Biglin's Citigroup Global Markets Inc. Experience June 2006 - August 2007
Job Student at Rochester Institute of Technology
Industry Accounting
Experience
Bank of New York Mellon June 2009 - August 2009
Bank of New York Mellon June 2008 - August 2008
Citigroup Global Markets Inc June 2006 - August 2007
Education
Rochester Institute of Technology 2005 — 2009
Bachelor of Science, Business Managment
Bank of New York Mellon June 2009 - August 2009
Bank of New York Mellon June 2008 - August 2008
Citigroup Global Markets Inc June 2006 - August 2007
Education
Rochester Institute of Technology 2005 — 2009
Bachelor of Science, Business Managment
Edwin Sam Edwin Sam's Citigroup Global Markets Inc. Experience 2003 - November 2008
Job Director of Client Transition Services at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services June 2014 - Present
The Conifer Group, LLC February 2010 - Present
Citigroup Global Markets Inc 2003 - November 2008
Citigroup Global Markets Inc 1999 - 2003
Citigroup - Salomon Smith Barney 1993 - 1999
Smith Barney 1986 - 1993
Smith Barney Harris Upham 1981 - 1986
Skills
Process Improvement, Prime Brokerage, Equities, Financial Services, Hedge Funds, Fixed Income, Trading Systems, Capital Markets, Leadership, CRM, Alternative Investments, Finance, Securities, Derivatives, Series 7, Relationship Management, Portfolio Management, Series 63
Education
Rutgers, The State University of New Jersey-Newark
Conifer Financial Services June 2014 - Present
The Conifer Group, LLC February 2010 - Present
Citigroup Global Markets Inc 2003 - November 2008
Citigroup Global Markets Inc 1999 - 2003
Citigroup - Salomon Smith Barney 1993 - 1999
Smith Barney 1986 - 1993
Smith Barney Harris Upham 1981 - 1986
Skills
Process Improvement, Prime Brokerage, Equities, Financial Services, Hedge Funds, Fixed Income, Trading Systems, Capital Markets, Leadership, CRM, Alternative Investments, Finance, Securities, Derivatives, Series 7, Relationship Management, Portfolio Management, Series 63
Education
Rutgers, The State University of New Jersey-Newark
Gaurav (Guru) Gupta Gaurav (Guru) Gupta's Citigroup Global Markets Inc. Experience August 2005 - June 2007
Job
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - December 2014
Morgan Stanley January 2009 - December 2011
Morgan Stanley July 2007 - December 2008
Citigroup Global Markets Inc. August 2005 - June 2007
Citi - Investment Banking 2005 - 2007
Citigroup Global Markets, Inc. June 2004 - September 2004
Morgan Stanley June 1999 - July 2003
Citibank 1998 - 1999
Education
University of Chicago Graduate School of Business (Chicago GSB) 2003 — 2005
MBA
The University of Chicago 2003 — 2005
MBA
The University of Chicago Booth School of Business 2003 — 2005
MBA
American Institute of Certified Public Accountants 1999 — 1999
CPA
The Institute of Chartered Accountants of India 1996 — 1998
CA
Mohanlal Sukhadia University, Udaipur 1994 — 1997
B. Com.
Alok School 1980 — 1993
High School
Morgan Stanley January 2015 - Present
Morgan Stanley January 2012 - December 2014
Morgan Stanley January 2009 - December 2011
Morgan Stanley July 2007 - December 2008
Citigroup Global Markets Inc. August 2005 - June 2007
Citi - Investment Banking 2005 - 2007
Citigroup Global Markets, Inc. June 2004 - September 2004
Morgan Stanley June 1999 - July 2003
Citibank 1998 - 1999
Education
University of Chicago Graduate School of Business (Chicago GSB) 2003 — 2005
MBA
The University of Chicago 2003 — 2005
MBA
The University of Chicago Booth School of Business 2003 — 2005
MBA
American Institute of Certified Public Accountants 1999 — 1999
CPA
The Institute of Chartered Accountants of India 1996 — 1998
CA
Mohanlal Sukhadia University, Udaipur 1994 — 1997
B. Com.
Alok School 1980 — 1993
High School
Ernest W Infante Ernest W Infante's Citigroup Global Markets Inc. Experience August 2009 - Present
Job Baruch College M.B.A. Candidate
Industry Financial Services
Experience
Citigroup Global Markets, Inc. August 2009 - Present
Dreyfus Funds, a BNY Mellon Company October 2005 - February 2009
Bethpage Federal Credit Union October 2004 - October 2005
Smith Barney 2004 - 2004
Skills
PowerPoint, Mutual Funds, Financial Services, Project Management, Series 7, Series 63, Microsoft Office, Series 6, Microsoft Excel, Customer Service, Investments, Portfolio Management, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2016
Master of Business Administration (MBA), Finance & Investments, GPA 3.26
Long Island University, C.W. Post Campus 2002 — 2005
Bachelor of Science in Business Administration, Finance/Management, GPA 3.92, Summa Cum Laude
Nassau Community College 1998 — 2002
Associate of Science Degree in Business Administration, Business Administration
Citigroup Global Markets, Inc. August 2009 - Present
Dreyfus Funds, a BNY Mellon Company October 2005 - February 2009
Bethpage Federal Credit Union October 2004 - October 2005
Smith Barney 2004 - 2004
Skills
PowerPoint, Mutual Funds, Financial Services, Project Management, Series 7, Series 63, Microsoft Office, Series 6, Microsoft Excel, Customer Service, Investments, Portfolio Management, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2016
Master of Business Administration (MBA), Finance & Investments, GPA 3.26
Long Island University, C.W. Post Campus 2002 — 2005
Bachelor of Science in Business Administration, Finance/Management, GPA 3.92, Summa Cum Laude
Nassau Community College 1998 — 2002
Associate of Science Degree in Business Administration, Business Administration
Jesse Stubbs Jesse Stubbs's Citigroup Global Markets Inc. Experience June 2014 - Present
Job In House Counsel at Citigroup Global Markets Inc.
Industry Banking
Experience
Citigroup Global Markets Inc June 2014 - Present
The Bank of New York Mellon June 2013 - June 2014
HSBC GLOBAL ASSET MANAGEMENT (USA) INC. September 2012 - June 2013
Credit Suisse Securities (USA) LLC February 2011 - March 2012
Banc of America Securities (f/k/a Merrill Lynch Securities) November 2008 - February 2011
HSBC Securities (USA) Inc. April 2006 - December 2007
J.P. Morgan Securities June 1999 - January 2006
Wilkie, Farr & Gallagher, Milbank Tweed & Simpson Thatcher September 1997 - June 1999
Skills
Strategy, Valuation, Capital Markets, Structured Finance, Equities, Hedge Funds, Securities, Leveraged Finance, Derivatives, Investment Banking, Corporate Finance, Swaps, Investments, Bonds
Education
Rutgers Univesity, School of Business 1995 — 1997
M.A., Finance & Economics
Rutgers University School of Law - Newark 1994 — 1997
Juris Doctorate, Corporate Law & Finance
Rutgers University-New Brunswick 1990 — 1994
BA, Economics & Finance
Citigroup Global Markets Inc June 2014 - Present
The Bank of New York Mellon June 2013 - June 2014
HSBC GLOBAL ASSET MANAGEMENT (USA) INC. September 2012 - June 2013
Credit Suisse Securities (USA) LLC February 2011 - March 2012
Banc of America Securities (f/k/a Merrill Lynch Securities) November 2008 - February 2011
HSBC Securities (USA) Inc. April 2006 - December 2007
J.P. Morgan Securities June 1999 - January 2006
Wilkie, Farr & Gallagher, Milbank Tweed & Simpson Thatcher September 1997 - June 1999
Skills
Strategy, Valuation, Capital Markets, Structured Finance, Equities, Hedge Funds, Securities, Leveraged Finance, Derivatives, Investment Banking, Corporate Finance, Swaps, Investments, Bonds
Education
Rutgers Univesity, School of Business 1995 — 1997
M.A., Finance & Economics
Rutgers University School of Law - Newark 1994 — 1997
Juris Doctorate, Corporate Law & Finance
Rutgers University-New Brunswick 1990 — 1994
BA, Economics & Finance
Ian Heringslack's Citigroup Global Markets Inc. Experience January 2006 - July 2006
Job Compliance at JPMorgan Chase & Co.
Industry Legal Services
Experience
JPMorgan Chase & Co. April 2014 - Present
Philadelphia's First Judicial District March 2014 - April 2014
Weik, Nitsche, Dougherty, and Galbraith September 2013 - February 2014
Washtenaw County Public Defender’s Office January 2013 - April 2013
Goldman Sachs August 2006 - August 2007
Citigroup Global Markets Inc January 2006 - July 2006
Viacom July 2004 - January 2006
Major League Baseball October 2003 - July 2004
Council on International Education Exchange August 2001 - December 2002
Education
Thomas M. Cooley Law School 2010 — 2013
Juris Doctor, cum laude
University of Delaware 1997 — 2001
Bachelor of Arts, English Literature
JPMorgan Chase & Co. April 2014 - Present
Philadelphia's First Judicial District March 2014 - April 2014
Weik, Nitsche, Dougherty, and Galbraith September 2013 - February 2014
Washtenaw County Public Defender’s Office January 2013 - April 2013
Goldman Sachs August 2006 - August 2007
Citigroup Global Markets Inc January 2006 - July 2006
Viacom July 2004 - January 2006
Major League Baseball October 2003 - July 2004
Council on International Education Exchange August 2001 - December 2002
Education
Thomas M. Cooley Law School 2010 — 2013
Juris Doctor, cum laude
University of Delaware 1997 — 2001
Bachelor of Arts, English Literature
Sean S Mohammed Sean S Mohammed's Citigroup Global Markets Inc. Experience March 2008 - September 2012
Job Margin/Credit dept.
Industry Financial Services
Experience
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
BEAR, STEARNS & CO. INC February 2006 - October 2007
Fidelity Investments April 2004 - February 2006
WACHOVIA SECURITIES May 1998 - April 2004
WACHOVIA SECURITIES January 2002 - January 2004
Skills
Securities, Financial Risk, Trading, Options, Loans, Funding, Prime Brokerage, Foreign Exchange, Investments, Portfolio Management, Currency, Asset Management, Equities, Banking
Education
The City College of New York 1992 — 1997
B.A, Economics; Finance
SUNY Cortland
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
BEAR, STEARNS & CO. INC February 2006 - October 2007
Fidelity Investments April 2004 - February 2006
WACHOVIA SECURITIES May 1998 - April 2004
WACHOVIA SECURITIES January 2002 - January 2004
Skills
Securities, Financial Risk, Trading, Options, Loans, Funding, Prime Brokerage, Foreign Exchange, Investments, Portfolio Management, Currency, Asset Management, Equities, Banking
Education
The City College of New York 1992 — 1997
B.A, Economics; Finance
SUNY Cortland
Kapil Patil Kapil Patil's Citigroup Global Markets Inc. Experience June 2011 - August 2011
Job Adobe CQ Developer at Accenture Interactive
Industry Computer Software
Experience
Accenture Interactive November 2012 - Present
Employment.com May 2012 - November 2012
Envisage Information Systems February 2012 - May 2012
Digital Biology Lab May 2010 - February 2012
Citigroup Global Markets Inc June 2011 - August 2011
University of Missouri September 2009 - May 2010
Bristlecone November 2007 - June 2009
Skills
Java, JavaScript, JSP, PHP, Servlets, SQL Server, HTML + CSS, jQuery, Adobe CQ, Demandware, MySQL, AJAX, Eclipse, HTML, Microsoft SQL Server, Java Enterprise Edition, XML, C, Hibernate, OSGi, JCR, Jasper Reports
Education
University of Missouri-Columbia 2009 — 2011
Master of Science, Computer Science
University of Pune 2003 — 2007
Bachelors, Computer Engineering
Accenture Interactive November 2012 - Present
Employment.com May 2012 - November 2012
Envisage Information Systems February 2012 - May 2012
Digital Biology Lab May 2010 - February 2012
Citigroup Global Markets Inc June 2011 - August 2011
University of Missouri September 2009 - May 2010
Bristlecone November 2007 - June 2009
Skills
Java, JavaScript, JSP, PHP, Servlets, SQL Server, HTML + CSS, jQuery, Adobe CQ, Demandware, MySQL, AJAX, Eclipse, HTML, Microsoft SQL Server, Java Enterprise Edition, XML, C, Hibernate, OSGi, JCR, Jasper Reports
Education
University of Missouri-Columbia 2009 — 2011
Master of Science, Computer Science
University of Pune 2003 — 2007
Bachelors, Computer Engineering
Jeffrey Weissman Jeffrey Weissman's Citigroup Global Markets Inc. Experience 1982 - 2009
Job Senior Vice President at Basis Investment Group
Industry Real Estate
Experience
Basis Investment Group April 2015 - Present
Gemini Real Estate Advisors April 2009 - March 2015
Citigroup Global Markets, Inc. 1982 - 2009
Citicorp Securities 1997 - 1999
Citibank Realty Advisors 1986 - 1997
Citicorp Real Estate investment and Management 1982 - 1986
Ernst & Whinney, Certified Public Accountants 1981 - 1982
Northville Industries June 1976 - June 1981
Skills
Due Diligence, Underwriting, Financial Analysis, Accounting, Auditing, Asset Managment, Mezzanine, Real Estate, Loans, Real Estate Economics, CMBS, Real Estate Development
Education
Adelphi University 1978 — 1980
MS, Accounting and Taxation
State University of New York College at Fredonia 1972 — 1976
BS, Accounting
Basis Investment Group April 2015 - Present
Gemini Real Estate Advisors April 2009 - March 2015
Citigroup Global Markets, Inc. 1982 - 2009
Citicorp Securities 1997 - 1999
Citibank Realty Advisors 1986 - 1997
Citicorp Real Estate investment and Management 1982 - 1986
Ernst & Whinney, Certified Public Accountants 1981 - 1982
Northville Industries June 1976 - June 1981
Skills
Due Diligence, Underwriting, Financial Analysis, Accounting, Auditing, Asset Managment, Mezzanine, Real Estate, Loans, Real Estate Economics, CMBS, Real Estate Development
Education
Adelphi University 1978 — 1980
MS, Accounting and Taxation
State University of New York College at Fredonia 1972 — 1976
BS, Accounting
Eric Graveline Eric Graveline's Citigroup Global Markets Inc. Experience 1994 - 2007
Job Managing Director DEK Investments LLC
Industry Investment Management
Experience
DEK Investments LLC January 2007 - Present
DEK Aviation Inc. January 2007 - Present
GURU Beverage Co. January 1999 - Present
Citigroup Risk Brokers Inc. January 2006 - April 2007
Citigroup Global Markets Inc. 1994 - 2007
Citibank Canada September 2000 - June 2004
BMO Nesbitt Burns February 1992 - February 1995
Skills
Capital Markets, Derivatives, Corporate Finance, Fixed Income, Private Equity, Alternative Investments, Hedge Funds, Equities, Investment Banking, Investment Strategies, Portfolio Management, Financial Structuring
Education
McGill University 1985 — 1988
B. Comm., Business
College Brebeuf 1983 — 1985
D.E.C., Collegiate Studies Diploma
DEK Investments LLC January 2007 - Present
DEK Aviation Inc. January 2007 - Present
GURU Beverage Co. January 1999 - Present
Citigroup Risk Brokers Inc. January 2006 - April 2007
Citigroup Global Markets Inc. 1994 - 2007
Citibank Canada September 2000 - June 2004
BMO Nesbitt Burns February 1992 - February 1995
Skills
Capital Markets, Derivatives, Corporate Finance, Fixed Income, Private Equity, Alternative Investments, Hedge Funds, Equities, Investment Banking, Investment Strategies, Portfolio Management, Financial Structuring
Education
McGill University 1985 — 1988
B. Comm., Business
College Brebeuf 1983 — 1985
D.E.C., Collegiate Studies Diploma
Arvind Prabhakar Arvind Prabhakar's Citigroup Global Markets Inc. Experience 2007 - 2008
Job Strategy & Corporate Development at Qualcomm
Industry Wireless
Experience
Qualcomm 2008 - Present
Citigroup Global Markets, Inc. 2007 - 2008
Wachovia Securities June 2006 - August 2006
TrialGraphix 2002 - 2005
Skills
Financial Modeling, Competitive Analysis, Finance, Strategy, Mergers, Investment Banking, Business Strategy, Valuation, Due Diligence, Mergers & Acquisitions, Business Development, Investments, Venture Capital, Private Equity, Financial Analysis, Start-ups, Corporate Finance, Entrepreneurship, Strategic Partnerships, Corporate Development, Management Consulting, Emerging Markets, M&A experience, Portfolio Management, Executive Management, Acquisition Integration
Education
University of Virginia Darden School of Business 2005 — 2007
MBA
Auburn University 1995 — 1999
BSBA
Qualcomm 2008 - Present
Citigroup Global Markets, Inc. 2007 - 2008
Wachovia Securities June 2006 - August 2006
TrialGraphix 2002 - 2005
Skills
Financial Modeling, Competitive Analysis, Finance, Strategy, Mergers, Investment Banking, Business Strategy, Valuation, Due Diligence, Mergers & Acquisitions, Business Development, Investments, Venture Capital, Private Equity, Financial Analysis, Start-ups, Corporate Finance, Entrepreneurship, Strategic Partnerships, Corporate Development, Management Consulting, Emerging Markets, M&A experience, Portfolio Management, Executive Management, Acquisition Integration
Education
University of Virginia Darden School of Business 2005 — 2007
MBA
Auburn University 1995 — 1999
BSBA
Akin Adekunle Akin Adekunle's Citigroup Global Markets Inc. Experience June 2010 - August 2010
Job Finance and Corporate Strategy Professional
Industry Oil & Energy
Experience
Citigroup Global Markets Inc June 2010 - August 2010
PricewaterhouseCoopers Nigeria January 2009 - August 2009
PricewaterhouseCoopers, US January 2007 - January 2009
Pricewaterhousecoopers, Nigeria April 2000 - December 2006
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
University of Ibadan 1993 — 1999
Bachelors, Pharmacy
Federal Government College, Ilorin 1986 — 1992
Citigroup Global Markets Inc June 2010 - August 2010
PricewaterhouseCoopers Nigeria January 2009 - August 2009
PricewaterhouseCoopers, US January 2007 - January 2009
Pricewaterhousecoopers, Nigeria April 2000 - December 2006
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
University of Ibadan 1993 — 1999
Bachelors, Pharmacy
Federal Government College, Ilorin 1986 — 1992
Gino Creus Gino Creus's Citigroup Global Markets Inc. Experience July 2011 - Present
Job Vice President at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
Citigroup Global Markets, Inc. July 2011 - Present
Morgan Stanley June 2008 - July 2011
Citigroup Private Bank April 2006 - June 2008
American International Group November 2003 - April 2006
Skills
Basel II, Fixed Income, Derivatives, Credit Risk, Investment Banking, Equities, Bloomberg, Financial Analysis, Credit, Financial Risk, Financial Modeling, Counterparty Risk, Risk Management, Corporate Finance, Strategic Financial..., Structured Products, Portfolio Management, Banking, Securities, Basel III, Capital Markets, Hedge Funds, Market Risk, Equity Derivatives
Education
Binghamton University 1999 — 2003
Bachelors, Economics
Citi July 2015 - Present
Citigroup Global Markets, Inc. July 2011 - Present
Morgan Stanley June 2008 - July 2011
Citigroup Private Bank April 2006 - June 2008
American International Group November 2003 - April 2006
Skills
Basel II, Fixed Income, Derivatives, Credit Risk, Investment Banking, Equities, Bloomberg, Financial Analysis, Credit, Financial Risk, Financial Modeling, Counterparty Risk, Risk Management, Corporate Finance, Strategic Financial..., Structured Products, Portfolio Management, Banking, Securities, Basel III, Capital Markets, Hedge Funds, Market Risk, Equity Derivatives
Education
Binghamton University 1999 — 2003
Bachelors, Economics
Richard Canlione Richard Canlione's Citigroup Global Markets Inc. Experience 1986 - June 2007
Job Sr. VP Inst.Sales at NKO Futures/Dowd Wescott/Penson Financial
Industry Financial Services
Experience
Vision Financial Markets April 2012 - Present
NKO Futures/Dowd Wescott/Penson Financial January 2012 - June 2012
The NKO Group 2008 - March 2012
NKO Futures/Dowd Wescott, Div. of MF Global September 2007 - October 2011
Citigroup Global Markets Inc. 1986 - June 2007
Skills
Trading
Education
Northeastern Illinois University 1979 — 1983
Bachelor of Science (BS), Political Science / Econ.
Vision Financial Markets April 2012 - Present
NKO Futures/Dowd Wescott/Penson Financial January 2012 - June 2012
The NKO Group 2008 - March 2012
NKO Futures/Dowd Wescott, Div. of MF Global September 2007 - October 2011
Citigroup Global Markets Inc. 1986 - June 2007
Skills
Trading
Education
Northeastern Illinois University 1979 — 1983
Bachelor of Science (BS), Political Science / Econ.
Holly Houston Holly Houston's Citigroup Global Markets Inc. Experience July 2005 - September 2008
Job Vice President at Ponder & Co.
Industry Financial Services
Experience
Ponder & Co. June 2015 - Present
TechnoServe July 2014 - May 2015
World Cocoa Foundation March 2009 - June 2014
Citigroup Global Markets Inc July 2005 - September 2008
Fort Worth Sister Cities International January 2005 - May 2005
Skills
Program Management, Budgets, Strategic Planning, Management, Analysis, Business Strategy, Social Media, Strategy, Financial Analysis, Finance, Mergers & Acquisitions, Forecasting, Investments, Government, Nonprofits, Accounting, Project Management, Management Consulting, Business Planning, Risk Management, Grants, Financial Modeling, Economics, Corporate Finance, Valuation, International..., Due Diligence, Grant Administration, Private Equity, Contracts Administrators, Economic Development, Policy Analysis, Sustainable Agriculture, Microfinance
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
BBA, International finance, French minor
Ponder & Co. June 2015 - Present
TechnoServe July 2014 - May 2015
World Cocoa Foundation March 2009 - June 2014
Citigroup Global Markets Inc July 2005 - September 2008
Fort Worth Sister Cities International January 2005 - May 2005
Skills
Program Management, Budgets, Strategic Planning, Management, Analysis, Business Strategy, Social Media, Strategy, Financial Analysis, Finance, Mergers & Acquisitions, Forecasting, Investments, Government, Nonprofits, Accounting, Project Management, Management Consulting, Business Planning, Risk Management, Grants, Financial Modeling, Economics, Corporate Finance, Valuation, International..., Due Diligence, Grant Administration, Private Equity, Contracts Administrators, Economic Development, Policy Analysis, Sustainable Agriculture, Microfinance
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
BBA, International finance, French minor
Charlie Plimpton Charlie Plimpton's Citigroup Global Markets Inc. Experience August 2002 - August 2012
Job Retired from Citigroup Global Markets Inc
Industry Capital Markets
Experience
Retired June 2012 - Present
Citigroup Global Markets Inc August 2002 - August 2012
Merrill Lynch August 1997 - August 2002
Nuveen Investments February 1984 - August 1997
Paine Webber February 1981 - February 1984
The Northern Trust Company July 1977 - February 1981
Skills
Finance, Investments, Nonprofits, Fixed Income, Corporate Finance, Capital Markets, Hedge Funds, Healthcare, Equities, Private Equity, Alternative Investments, Venture Capital, Financial Modeling, Bonds, Financial Analysis, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1975 — 1977
Masters of Business Administration, Accounting and Finance
University of Pennsylvania 1967 — 1971
Bachelor of Arts (BA), History
Retired June 2012 - Present
Citigroup Global Markets Inc August 2002 - August 2012
Merrill Lynch August 1997 - August 2002
Nuveen Investments February 1984 - August 1997
Paine Webber February 1981 - February 1984
The Northern Trust Company July 1977 - February 1981
Skills
Finance, Investments, Nonprofits, Fixed Income, Corporate Finance, Capital Markets, Hedge Funds, Healthcare, Equities, Private Equity, Alternative Investments, Venture Capital, Financial Modeling, Bonds, Financial Analysis, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1975 — 1977
Masters of Business Administration, Accounting and Finance
University of Pennsylvania 1967 — 1971
Bachelor of Arts (BA), History
Linda Chopin Linda Chopin's Citigroup Global Markets Inc. Experience December 2001 - March 2008
Job Experienced Sr. Executive Assistant
Industry Financial Services
Experience
The Legend Group July 2014 - Present
STEPHENS INC. - Private Investment Banking Firm August 2008 - March 2011
CITIGROUP GLOBAL MARKETS INC December 2001 - March 2008
MERRILL LYNCH & CO August 1987 - April 2001
Skills
Accounting, Due Diligence, Banking, Finance, Investment Banking, Investments, Management, Financial Analysis, Portfolio Management, Risk Management, Internal Audit, Securities
Education
St. Petersburg College 1984 — 1990
General
The Legend Group July 2014 - Present
STEPHENS INC. - Private Investment Banking Firm August 2008 - March 2011
CITIGROUP GLOBAL MARKETS INC December 2001 - March 2008
MERRILL LYNCH & CO August 1987 - April 2001
Skills
Accounting, Due Diligence, Banking, Finance, Investment Banking, Investments, Management, Financial Analysis, Portfolio Management, Risk Management, Internal Audit, Securities
Education
St. Petersburg College 1984 — 1990
General
Michael Winters's Citigroup Global Markets Inc. Experience January 2005 - August 2005
Job Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank February 2013 - Present
Deutsche Bank February 2009 - January 2013
Deutsche Bank June 2006 - January 2009
Citigroup Global Markets Inc January 2005 - August 2005
Smith Barney Private Client Group October 2004 - January 2005
Skills
Superior Client Service, Investment Banking, Cash Flow Lending, Asset Based Lending, Highly motivated..., Credit Risk, Credit Analysis, Leveraged Lending, Portfolio Management, Credit, LBO, Financial Structuring, Finance, Capital Markets, Valuation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2006
Bachelor of Science (B.S.), Finance
Deutsche Bank February 2013 - Present
Deutsche Bank February 2009 - January 2013
Deutsche Bank June 2006 - January 2009
Citigroup Global Markets Inc January 2005 - August 2005
Smith Barney Private Client Group October 2004 - January 2005
Skills
Superior Client Service, Investment Banking, Cash Flow Lending, Asset Based Lending, Highly motivated..., Credit Risk, Credit Analysis, Leveraged Lending, Portfolio Management, Credit, LBO, Financial Structuring, Finance, Capital Markets, Valuation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2006
Bachelor of Science (B.S.), Finance
Christopher LeBrett Christopher LeBrett's Citigroup Global Markets Inc. Experience July 2011 - Present
Job Analyst at Citigroup Global Markets Inc.
Industry Investment Banking
Experience
Citigroup Global Markets Inc. July 2011 - Present
Cornerstone Research September 2010 - July 2011
Education
Stanford University 2006 — 2010
Bachelor of Science (BSc), Management Science and Engineering
Citigroup Global Markets Inc. July 2011 - Present
Cornerstone Research September 2010 - July 2011
Education
Stanford University 2006 — 2010
Bachelor of Science (BSc), Management Science and Engineering
Chuck Napp Chuck Napp's Citigroup Global Markets Inc. Experience November 2002 - November 2003
Job Director, Client Services Group at Portfolio Evaluations, Inc.
Industry Financial Services
Experience
Portfolio Evaluations, Inc. January 2013 - Present
SIEMENS CORP/SIEMENS CAPITAL COMPANY LLC January 2005 - January 2013
CONDOR CAPITAL MANAGEMENT, INC November 2003 - July 2004
CITIGROUP GLOBAL MARKETS, INC November 2002 - November 2003
LITTLE INVESTMENT BANKERS of RUTGERS September 2001 - May 2002
MIDLANTIC DISTRIBUTION August 1988 - August 1998
Skills
Financial Analysis, Bloomberg, Finance, Asset Management, Management, Portfolio Management, Analysis, Financial Modeling, Investments, Corporate Finance, Quantitative Analytics, Valuation, Risk Management, Mutual Funds, Mergers & Acquisitions, Asset Managment
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
MBA, Finance
Rutgers University-New Brunswick 1998 — 2002
BS, Finance
INVESTMENT BANKING INSTITUTE
Portfolio Evaluations, Inc. January 2013 - Present
SIEMENS CORP/SIEMENS CAPITAL COMPANY LLC January 2005 - January 2013
CONDOR CAPITAL MANAGEMENT, INC November 2003 - July 2004
CITIGROUP GLOBAL MARKETS, INC November 2002 - November 2003
LITTLE INVESTMENT BANKERS of RUTGERS September 2001 - May 2002
MIDLANTIC DISTRIBUTION August 1988 - August 1998
Skills
Financial Analysis, Bloomberg, Finance, Asset Management, Management, Portfolio Management, Analysis, Financial Modeling, Investments, Corporate Finance, Quantitative Analytics, Valuation, Risk Management, Mutual Funds, Mergers & Acquisitions, Asset Managment
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
MBA, Finance
Rutgers University-New Brunswick 1998 — 2002
BS, Finance
INVESTMENT BANKING INSTITUTE
Andy Nick Andy Nick's Citigroup Global Markets Inc. Experience June 2006 - August 2006
Job Principal at Greenhill Cogent
Industry Investment Banking
Experience
Greenhill Cogent April 2015 - Present
Cogent Partners, LP January 2013 - April 2015
Cogent Partners, LP December 2010 - December 2012
Cogent Partners, LP August 2008 - December 2010
Citi Markets and Banking August 2007 - August 2008
Citigroup Global Markets, Inc. June 2006 - August 2006
Ernst & Young LLP July 2002 - July 2005
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Due Diligence, Venture Capital, LBO, Corporate Finance, Alternative Investments, Investments, Financial Analysis, Hedge Funds, M&A experience, Mergers, Asset Managment, Portfolio Management, Business Valuation, Corporate Development, Equities, Capital Markets, Restructuring, Mergers & Acquisitions, Emerging Markets, Bloomberg, Investment Management, Leveraged Finance, Financial Structuring, Asset Management, Finance, Investor Relations, Strategy, Investment Advisory, Financial Services, Private Placements
Education
Harvard Business School 2005 — 2007
MBA
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Finance and Entrepreneurship
Lamar High School 1995 — 1998
Greenhill Cogent April 2015 - Present
Cogent Partners, LP January 2013 - April 2015
Cogent Partners, LP December 2010 - December 2012
Cogent Partners, LP August 2008 - December 2010
Citi Markets and Banking August 2007 - August 2008
Citigroup Global Markets, Inc. June 2006 - August 2006
Ernst & Young LLP July 2002 - July 2005
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Due Diligence, Venture Capital, LBO, Corporate Finance, Alternative Investments, Investments, Financial Analysis, Hedge Funds, M&A experience, Mergers, Asset Managment, Portfolio Management, Business Valuation, Corporate Development, Equities, Capital Markets, Restructuring, Mergers & Acquisitions, Emerging Markets, Bloomberg, Investment Management, Leveraged Finance, Financial Structuring, Asset Management, Finance, Investor Relations, Strategy, Investment Advisory, Financial Services, Private Placements
Education
Harvard Business School 2005 — 2007
MBA
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Finance and Entrepreneurship
Lamar High School 1995 — 1998
Jake Levy's Citigroup Global Markets Inc. Experience June 2008 - August 2008
Job Single Stock Options Sales/Trader at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald February 2012 - Present
WJB Capital Group June 2010 - January 2012
Cygnus Atratus, LLC July 2009 - March 2010
CITIGROUP GLOBAL MARKETS INC June 2008 - August 2008
Skills
Options, Securities, Trading, Portfolio Management, Equities, Series 7, Series 63
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
BBA, Finance
Cantor Fitzgerald February 2012 - Present
WJB Capital Group June 2010 - January 2012
Cygnus Atratus, LLC July 2009 - March 2010
CITIGROUP GLOBAL MARKETS INC June 2008 - August 2008
Skills
Options, Securities, Trading, Portfolio Management, Equities, Series 7, Series 63
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
BBA, Finance
Howard Lynn's Citigroup Global Markets Inc. Experience 2004 - 2008
Job Director of Taxation at FrontStreet Facility Solutions, Inc
Industry Facilities Services
Experience
FrontStreet Facility Solutions, Inc 2014 - Present
Markit 2012 - 2013
CITIGROUP 2008 - 2012
Citigroup Global Markets, Inc 2004 - 2008
CitiCapital 1994 - 2004
Citicorp 1986 - 1994
Skills
Sarbanes-Oxley Act, Financial Services, Corporate Finance, Due Diligence, Financial Reporting, Structured Finance, Portfolio Management, Hedge Funds, Internal Controls, Financial Modeling, Mergers, Accounting, Accounts Payable, Private Equity, Auditing, Corporate Tax, Investment Banking, Income Tax, Tax Returns, Fixed Income, SEC filings, Securities, Account Reconciliation, Consolidation, Equities, Derivatives, Investments, Finance, Cash Management, Financial Risk, Mergers & Acquisitions, Structural Analysis
Education
St. John's University
MBA, Taxation
Queens College
Bachelor's degree, Accounting
FrontStreet Facility Solutions, Inc 2014 - Present
Markit 2012 - 2013
CITIGROUP 2008 - 2012
Citigroup Global Markets, Inc 2004 - 2008
CitiCapital 1994 - 2004
Citicorp 1986 - 1994
Skills
Sarbanes-Oxley Act, Financial Services, Corporate Finance, Due Diligence, Financial Reporting, Structured Finance, Portfolio Management, Hedge Funds, Internal Controls, Financial Modeling, Mergers, Accounting, Accounts Payable, Private Equity, Auditing, Corporate Tax, Investment Banking, Income Tax, Tax Returns, Fixed Income, SEC filings, Securities, Account Reconciliation, Consolidation, Equities, Derivatives, Investments, Finance, Cash Management, Financial Risk, Mergers & Acquisitions, Structural Analysis
Education
St. John's University
MBA, Taxation
Queens College
Bachelor's degree, Accounting
Brian Rinsky, CFA Brian Rinsky, CFA's Citigroup Global Markets Inc. Experience July 2011 - October 2012
Job Executive Vice President Chief Credit Examiner & Regulatory Liaison at Mitsubishi UFJ Trust & Banking Corporation
Industry Banking
Experience
Mitsubishi UFJ Trust & Banking Corporation October 2012 - Present
Citigroup Global Markets Inc. July 2011 - October 2012
Federal Reserve Bank of San Francisco June 2000 - June 2011
Operation Rainbow (a non-profit organization) August 2003 - August 2009
Skills
Banking, Market Risk, Securities, Investments, Credit Risk, Risk Management, Financial Analysis, Fixed Income, Equities, Compliance, Trading, Real Estate, Financial Risk, Financial Modeling, Capital Markets, Corporate Governance, Internal Audit, Credit, Analysis, Portfolio Management, Auditing, Structured Products, AML, Credit Analysis, Finance, Structured Finance, Securitization, Valuation, Operational Risk
Education
University of California, Los Angeles 2005 — 2005
Award
University of California, Los Angeles 2004 — 2004
Award
University of California, Los Angeles
BA
Universidad de Salamanca 1998 — 1998
Universidad de Granada 1997 — 1997
Monta Vista High School 1990 — 1994
Mitsubishi UFJ Trust & Banking Corporation October 2012 - Present
Citigroup Global Markets Inc. July 2011 - October 2012
Federal Reserve Bank of San Francisco June 2000 - June 2011
Operation Rainbow (a non-profit organization) August 2003 - August 2009
Skills
Banking, Market Risk, Securities, Investments, Credit Risk, Risk Management, Financial Analysis, Fixed Income, Equities, Compliance, Trading, Real Estate, Financial Risk, Financial Modeling, Capital Markets, Corporate Governance, Internal Audit, Credit, Analysis, Portfolio Management, Auditing, Structured Products, AML, Credit Analysis, Finance, Structured Finance, Securitization, Valuation, Operational Risk
Education
University of California, Los Angeles 2005 — 2005
Award
University of California, Los Angeles 2004 — 2004
Award
University of California, Los Angeles
BA
Universidad de Salamanca 1998 — 1998
Universidad de Granada 1997 — 1997
Monta Vista High School 1990 — 1994
Jon Pinckney Jon Pinckney's Citigroup Global Markets Inc. Experience January 1999 - February 2009
Job Associate Vice Presidentinvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
CITIGROUP GLOBAL MARKETS INC. January 1999 - February 2009
Skills
Disability Insurance
Education
University of California, Irvine
Wells Fargo Advisors, LLC February 2009 - Present
CITIGROUP GLOBAL MARKETS INC. January 1999 - February 2009
Skills
Disability Insurance
Education
University of California, Irvine
Philip Dear's Citigroup Global Markets Inc. Experience September 2011 - August 2013
Job Summer Associate at Shearman & Sterling LLP
Industry Law Practice
Experience
Shearman & Sterling LLP May 2015 - Present
U.S. Securities and Exchange Commission May 2014 - August 2014
Citigroup Global Markets Inc. September 2011 - August 2013
CastleRock Management June 2011 - August 2011
Tufts Daily September 2007 - May 2011
The Tufts Daily June 2010 - December 2010
Tufts University Explorations Program April 2010 - December 2010
Breakthrough Cambridge (Formerly Summerbridge) September 2009 - December 2009
Education
University of Southern California Gould School of Law 2013 — 2016
Doctor of Law (JD)
Tufts University 2007 — 2011
Bachelor of Arts, English, Communications/Media
Guilford High School 2003 — 2007
Shearman & Sterling LLP May 2015 - Present
U.S. Securities and Exchange Commission May 2014 - August 2014
Citigroup Global Markets Inc. September 2011 - August 2013
CastleRock Management June 2011 - August 2011
Tufts Daily September 2007 - May 2011
The Tufts Daily June 2010 - December 2010
Tufts University Explorations Program April 2010 - December 2010
Breakthrough Cambridge (Formerly Summerbridge) September 2009 - December 2009
Education
University of Southern California Gould School of Law 2013 — 2016
Doctor of Law (JD)
Tufts University 2007 — 2011
Bachelor of Arts, English, Communications/Media
Guilford High School 2003 — 2007
Michael Aybinder Michael Aybinder's Citigroup Global Markets Inc. Experience May 1998 - August 2006
Job Senior Operational Risk Manager at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Citigroup September 2007 - Present
Citi September 2007 - Present
Citigroup Technology Infrastructure September 2007 - Present
Citi 1998 - Present
Bank of America August 2006 - September 2007
Bank of America August 2006 - August 2007
Salomon Smith Barney May 1998 - August 2006
Citigroup Global Markets, Inc May 1998 - August 2006
Skills
Operational Risk..., Risk Management, Market Risk, Enterprise Risk..., Operational Risk, Financial Risk, Business Continuity, Auditing, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Risk Assessment, Disaster Recovery, Information Security, Change Management, Management, Leadership, Fixed Income, Financial Services, Investment Banking, Security, Mergers & Acquisitions, Banking, Credit Risk, Investments
Education
MBA 2002 — 2004
MBA, Finance
New York University 1994 — 1998
BA, Economics
New York University College of Arts & Science 1994 — 1998
Bachelor of Arts degree, Economics
Staten Island Technical High School 1990 — 1994
Regents and Citizenship endorsed High School Diploma
University of Phoenix
MBA, Information Systems and Finance
Bank of America July 2013 - Present
Citigroup September 2007 - Present
Citi September 2007 - Present
Citigroup Technology Infrastructure September 2007 - Present
Citi 1998 - Present
Bank of America August 2006 - September 2007
Bank of America August 2006 - August 2007
Salomon Smith Barney May 1998 - August 2006
Citigroup Global Markets, Inc May 1998 - August 2006
Skills
Operational Risk..., Risk Management, Market Risk, Enterprise Risk..., Operational Risk, Financial Risk, Business Continuity, Auditing, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Risk Assessment, Disaster Recovery, Information Security, Change Management, Management, Leadership, Fixed Income, Financial Services, Investment Banking, Security, Mergers & Acquisitions, Banking, Credit Risk, Investments
Education
MBA 2002 — 2004
MBA, Finance
New York University 1994 — 1998
BA, Economics
New York University College of Arts & Science 1994 — 1998
Bachelor of Arts degree, Economics
Staten Island Technical High School 1990 — 1994
Regents and Citizenship endorsed High School Diploma
University of Phoenix
MBA, Information Systems and Finance
Vis Kumar Vis Kumar's Citigroup Global Markets Inc. Experience 2008 - 2009
Job GWM Information Strategy & Data Management
Industry Financial Services
Experience
PIMCO 2013 - Present
Morgan Stanley Smith Barney 2009 - 2013
Citigroup Global Markets Inc. 2008 - 2009
Citigroup Global Markets Inc. 1998 - 2007
Salomon Smith Barney 1993 - 1998
Shearson Lehman Brothers 1988 - 1993
Drexel Burnham Lambert 1986 - 1988
Skills
Mutual Funds, Alternative Investments, Annuities, Brokerage, Fixed Annuities, 529 Plans, Fixed Income, Back Office, Relationship Management, Investments, Asset Allocation, Project Management, Middle Office, Retirement Planning, Asset Management, Business Analysis, Risk Management, Program Management, Securities, Equities, 401k, Portfolio Management, Bonds, Financial Services, Financial Risk, Trading Systems, Wealth Management, Insurance, Investment Advisory, Investment Management, Management, Financial Markets, Trading, Banking, Finance, Financial Advisory, Budgets, Retirement
Education
College of Engineering, Madras
B.S, Engineering
New York University
IT
PIMCO 2013 - Present
Morgan Stanley Smith Barney 2009 - 2013
Citigroup Global Markets Inc. 2008 - 2009
Citigroup Global Markets Inc. 1998 - 2007
Salomon Smith Barney 1993 - 1998
Shearson Lehman Brothers 1988 - 1993
Drexel Burnham Lambert 1986 - 1988
Skills
Mutual Funds, Alternative Investments, Annuities, Brokerage, Fixed Annuities, 529 Plans, Fixed Income, Back Office, Relationship Management, Investments, Asset Allocation, Project Management, Middle Office, Retirement Planning, Asset Management, Business Analysis, Risk Management, Program Management, Securities, Equities, 401k, Portfolio Management, Bonds, Financial Services, Financial Risk, Trading Systems, Wealth Management, Insurance, Investment Advisory, Investment Management, Management, Financial Markets, Trading, Banking, Finance, Financial Advisory, Budgets, Retirement
Education
College of Engineering, Madras
B.S, Engineering
New York University
IT
Melissa Geary Melissa Geary's Citigroup Global Markets Inc. Experience May 2006 - August 2006
Job Recruiting Manager at Sherpa, LLC
Industry Staffing and Recruiting
Experience
Sherpa December 2011 - December 2012
Northwestern Mutual Financial Network June 2009 - June 2011
Vanguard August 2007 - June 2009
Citigroup Global Markets, Inc May 2006 - August 2006
Skills
Building Relationships, Networking Events, Recruiting, Applicant Tracking..., Business Networking, Leadership, Temporary Placement, Time Management, Talent Acquisition, Staffing Services, Onboarding, Consulting, Financial Services, Human Resources, Project Management, College Recruiting, Hiring, Customer Service, Sourcing, Management, Networking, Technical Recruiting, CRM, Finance
Education
Penn State University 2003 — 2007
Bachelor of Science in Finance, Minor in International Business
The University of Queensland 2007 — 2007
International Business
Cardinal O'Hara High School 1999 — 2003
High School Diploma
Sherpa December 2011 - December 2012
Northwestern Mutual Financial Network June 2009 - June 2011
Vanguard August 2007 - June 2009
Citigroup Global Markets, Inc May 2006 - August 2006
Skills
Building Relationships, Networking Events, Recruiting, Applicant Tracking..., Business Networking, Leadership, Temporary Placement, Time Management, Talent Acquisition, Staffing Services, Onboarding, Consulting, Financial Services, Human Resources, Project Management, College Recruiting, Hiring, Customer Service, Sourcing, Management, Networking, Technical Recruiting, CRM, Finance
Education
Penn State University 2003 — 2007
Bachelor of Science in Finance, Minor in International Business
The University of Queensland 2007 — 2007
International Business
Cardinal O'Hara High School 1999 — 2003
High School Diploma
John Frucco John Frucco's Citigroup Global Markets Inc. Experience July 2008 - November 2012
Job Investment Banking Executive
Industry Investment Banking
Experience
Ascend Strategy Partners May 2011 - Present
Citigroup Global Markets Inc July 2008 - November 2012
Credit Suisse - Consulting under Panache Resources January 2006 - June 2008
Royal Bank of Scotland June 2001 - January 2006
Skills
Risk Management, Financial Services, Financial Analysis, Project Management, Management, Managerial Finance, Business Analysis, Expense Management, Capital Markets, Operations Management, Banking, Financial Reporting, Product Control, Trading Systems, Finance, Financial Risk, Operational efficiency, Hedge Funds, Strategy, Fixed Income, Investment Banking, Executive Management, Equities, Product Management, Management Reporting, Business Process, Trading, Financial Modeling, Securities, Cost Accounting, Vendor Management, Derivatives, Global Operations, Procurement, Business Strategy, Portfolio Management, Resource & location..., Global Management, Leadership, Analytics, Change Management, Middle Office, Department Budgeting, Financial Accounting, Superior Client Service, Stakeholder Management
Education
Pace University - Lubin School of Business 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Ascend Strategy Partners May 2011 - Present
Citigroup Global Markets Inc July 2008 - November 2012
Credit Suisse - Consulting under Panache Resources January 2006 - June 2008
Royal Bank of Scotland June 2001 - January 2006
Skills
Risk Management, Financial Services, Financial Analysis, Project Management, Management, Managerial Finance, Business Analysis, Expense Management, Capital Markets, Operations Management, Banking, Financial Reporting, Product Control, Trading Systems, Finance, Financial Risk, Operational efficiency, Hedge Funds, Strategy, Fixed Income, Investment Banking, Executive Management, Equities, Product Management, Management Reporting, Business Process, Trading, Financial Modeling, Securities, Cost Accounting, Vendor Management, Derivatives, Global Operations, Procurement, Business Strategy, Portfolio Management, Resource & location..., Global Management, Leadership, Analytics, Change Management, Middle Office, Department Budgeting, Financial Accounting, Superior Client Service, Stakeholder Management
Education
Pace University - Lubin School of Business 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Chaka Wade's Citigroup Global Markets Inc. Experience March 2004 - February 2008
Job Securitized Products at Lehman Brothers (PostBankruptcy)
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. April 2010 - Present
Citigroup Global Markets Inc. March 2004 - February 2008
Natixis 2001 - 2004
State Street Bank 1999 - 2000
Merrill Lynch May 1998 - August 1998
US Army 1992 - 1997
Skills
Securitization, Derivatives, Valuation, Structured Finance, Fixed Income, Capital Markets, Structured Products, Credit Derivatives, ABS, CDO, Subprime, Securities, Asset Management, Investment Banking, Hedge Funds, Equities, Financial Structuring, Bloomberg, Alternative Investments, Bonds, Interest Rate..., Options, Equity Derivatives, Trading, Swaps, MBS, CDS, High Yield
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
M.B.A., Financial Management
United States Military Academy at West Point 1988 — 1992
B.S., Mechanical Engineering (Aerospace)
Lehman Brothers Holdings Inc. April 2010 - Present
Citigroup Global Markets Inc. March 2004 - February 2008
Natixis 2001 - 2004
State Street Bank 1999 - 2000
Merrill Lynch May 1998 - August 1998
US Army 1992 - 1997
Skills
Securitization, Derivatives, Valuation, Structured Finance, Fixed Income, Capital Markets, Structured Products, Credit Derivatives, ABS, CDO, Subprime, Securities, Asset Management, Investment Banking, Hedge Funds, Equities, Financial Structuring, Bloomberg, Alternative Investments, Bonds, Interest Rate..., Options, Equity Derivatives, Trading, Swaps, MBS, CDS, High Yield
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
M.B.A., Financial Management
United States Military Academy at West Point 1988 — 1992
B.S., Mechanical Engineering (Aerospace)
Patricia Sibilia's Citigroup Global Markets Inc. Experience 2002 - 2009
Job
Industry Financial Services
Experience
Bethlehem Public Library February 2014 - Present
Sibilia Associates 2009 - Present
Citi 2013 - Present
Girl Scouts Northeastern NY 2001 - 2014
Citi 2012 - 2013
Citi Group May 2009 - June 2012
Citigroup Global Markets Inc 2002 - 2009
Citigroup - Salomon Smith Barney 2000 - 2002
Citigroup - Salomon Smith Barney 1996 - 2000
Smith Barney 1992 - 1996
Skills
Strategy, Program Management, Securities, Leadership, Equities, Management, Strategic Planning, Middle Office, Back Office, Budgets, Financial Services, Capital Markets, Fixed Income, Risk Management, Portfolio Management, Vendor Management, Project Management, Business Analysis, Project Planning, Banking, Series 7, Relationship Management, Business Process..., Financial Modeling, Prime Brokerage, IT Strategy, Mutual Funds, Investment Banking, Asset Management, SDLC, Finance, Derivatives, Quality Assurance, Investments, Trading Systems, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Financial Markets, Emerging Markets, Due Diligence, Bloomberg, Corporate Finance, Trading, Strategic Financial..., Series 63, Bonds, Options, Financial Risk, Wealth Management
Education
State University of New York at New Paltz 1976 — 1980
Bachelor's Degree
Mahopac High School 1972 — 1976
High School
Bethlehem Public Library February 2014 - Present
Sibilia Associates 2009 - Present
Citi 2013 - Present
Girl Scouts Northeastern NY 2001 - 2014
Citi 2012 - 2013
Citi Group May 2009 - June 2012
Citigroup Global Markets Inc 2002 - 2009
Citigroup - Salomon Smith Barney 2000 - 2002
Citigroup - Salomon Smith Barney 1996 - 2000
Smith Barney 1992 - 1996
Skills
Strategy, Program Management, Securities, Leadership, Equities, Management, Strategic Planning, Middle Office, Back Office, Budgets, Financial Services, Capital Markets, Fixed Income, Risk Management, Portfolio Management, Vendor Management, Project Management, Business Analysis, Project Planning, Banking, Series 7, Relationship Management, Business Process..., Financial Modeling, Prime Brokerage, IT Strategy, Mutual Funds, Investment Banking, Asset Management, SDLC, Finance, Derivatives, Quality Assurance, Investments, Trading Systems, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Financial Markets, Emerging Markets, Due Diligence, Bloomberg, Corporate Finance, Trading, Strategic Financial..., Series 63, Bonds, Options, Financial Risk, Wealth Management
Education
State University of New York at New Paltz 1976 — 1980
Bachelor's Degree
Mahopac High School 1972 — 1976
High School
Brandon Ferges's Citigroup Global Markets Inc. Experience March 2008 - March 2010
Job Business Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley March 2008 - Present
Morgan Stanley November 2011 - August 2014
Citigroup Global Markets, Inc March 2008 - March 2010
Trowe Price April 2007 - October 2007
University of Phoenix/Apollo Inc August 2005 - April 2007
Skills
Financial Analysis, Finance, Microsoft Office, Customer Service, Analysis, Microsoft Excel, PowerPoint, Accounting, Data Analysis, Investments, Account Reconciliation
Education
University of Baltimore 2011 — 2014
Real Estate Development
University of Phoenix 2005 — 2008
Finance and Financial Management Services
GBBR School of Real Estate
Morgan Stanley August 2014 - Present
Morgan Stanley March 2008 - Present
Morgan Stanley November 2011 - August 2014
Citigroup Global Markets, Inc March 2008 - March 2010
Trowe Price April 2007 - October 2007
University of Phoenix/Apollo Inc August 2005 - April 2007
Skills
Financial Analysis, Finance, Microsoft Office, Customer Service, Analysis, Microsoft Excel, PowerPoint, Accounting, Data Analysis, Investments, Account Reconciliation
Education
University of Baltimore 2011 — 2014
Real Estate Development
University of Phoenix 2005 — 2008
Finance and Financial Management Services
GBBR School of Real Estate
Christian Bryzinski's Citigroup Global Markets Inc. Experience 2003 - 2005
Job Finance Director, Strategic Planning at PepsiCo
Industry Food & Beverages
Experience
PepsiCo December 2014 - Present
PepsiCo - Quaker Oats January 2013 - December 2014
Siemens Hearing Instruments, Inc. August 2011 - January 2013
McKinsey & Company August 2009 - August 2011
McKinsey & Company 2008 - 2008
Willis Stein & Partners August 2005 - August 2007
Citigroup Global Markets Inc. 2003 - 2005
Skills
Financial Modeling, Business Strategy, Due Diligence, Private Equity, Corporate Development, Financial Analysis, Strategic Planning, Marketing Strategy, Strategy Development, Competitive Analysis, Management Consulting, Strategy, Business Planning, Corporate Finance, Valuation
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Business
Princeton University 1999 — 2003
AB, Economics
PepsiCo December 2014 - Present
PepsiCo - Quaker Oats January 2013 - December 2014
Siemens Hearing Instruments, Inc. August 2011 - January 2013
McKinsey & Company August 2009 - August 2011
McKinsey & Company 2008 - 2008
Willis Stein & Partners August 2005 - August 2007
Citigroup Global Markets Inc. 2003 - 2005
Skills
Financial Modeling, Business Strategy, Due Diligence, Private Equity, Corporate Development, Financial Analysis, Strategic Planning, Marketing Strategy, Strategy Development, Competitive Analysis, Management Consulting, Strategy, Business Planning, Corporate Finance, Valuation
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Business
Princeton University 1999 — 2003
AB, Economics
Kenneth Ali's Citigroup Global Markets Inc. Experience March 2001 - May 2006
Job
Industry Venture Capital & Private Equity
Experience
Rock Gate Partners, LLC May 2006 - Present
Citigroup Global Markets, Inc March 2001 - May 2006
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette May 1998 - March 2001
Robert W. Baird & Co. January 1997 - May 1998
Skills
Private Equity, Investment Banking, Financial Modeling, Venture Capital, Corporate Development, M&A experience, Private Placements, Valuation, Equities, Securities, Alternative Investments, Mergers, Portfolio Management, Mergers & Acquisitions, Due Diligence, Business Valuation, Leveraged Finance, Corporate Finance, Strategy, Capital Markets, LBO
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
Miami University 1986 — 1990
BS
Rock Gate Partners, LLC May 2006 - Present
Citigroup Global Markets, Inc March 2001 - May 2006
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette May 1998 - March 2001
Robert W. Baird & Co. January 1997 - May 1998
Skills
Private Equity, Investment Banking, Financial Modeling, Venture Capital, Corporate Development, M&A experience, Private Placements, Valuation, Equities, Securities, Alternative Investments, Mergers, Portfolio Management, Mergers & Acquisitions, Due Diligence, Business Valuation, Leveraged Finance, Corporate Finance, Strategy, Capital Markets, LBO
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
Miami University 1986 — 1990
BS
Michelle Harlan's Citigroup Global Markets Inc. Experience September 2004 - April 2007
Job Director at Credit Agricole Corporate & Investment Bank
Industry Capital Markets
Experience
Credit Agricole CIB April 2007 - Present
Citigroup Global Markets Inc September 2004 - April 2007
Daiwa Capital Markets April 2000 - August 2004
Dresdner Bank AG July 1998 - March 2000
Royal Bank of Scotland March 1997 - June 1998
CoreStates Bank, NA March 1996 - February 1997
Skills
Microsoft Office, Argus Software, Hedge Funds, Credit Risk, Credit, Investment Banking, ISDA, Fixed Income, Risk Management, Investments, Due Diligence
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Multinational Management
Credit Agricole CIB April 2007 - Present
Citigroup Global Markets Inc September 2004 - April 2007
Daiwa Capital Markets April 2000 - August 2004
Dresdner Bank AG July 1998 - March 2000
Royal Bank of Scotland March 1997 - June 1998
CoreStates Bank, NA March 1996 - February 1997
Skills
Microsoft Office, Argus Software, Hedge Funds, Credit Risk, Credit, Investment Banking, ISDA, Fixed Income, Risk Management, Investments, Due Diligence
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Multinational Management
Josh Balaban, CFA's Citigroup Global Markets Inc. Experience May 2005 - August 2005
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2011 - Present
Credit Suisse May 2010 - March 2011
Bank of America June 2007 - May 2010
Merrill Lynch GPC Finance February 2007 - June 2007
Merrill Lynch Global Bank Group July 2006 - February 2007
Citigroup Global Markets, Inc May 2005 - August 2005
Skills
CDO, Credit Derivatives, CDS, ABS, Product Control, MBS, CMBS, Fixed Income, Bloomberg, Swaps, Structured Products, Interest Rate..., Equity Derivatives, Hedge Funds, Securitization, Derivatives, Capital Markets, Equities, Equity Research, Options Strategies, Options, Macroeconomics
Education
Penn State University 2002 — 2006
BS, Finance, Minor in Economics
Credit Suisse March 2011 - Present
Credit Suisse May 2010 - March 2011
Bank of America June 2007 - May 2010
Merrill Lynch GPC Finance February 2007 - June 2007
Merrill Lynch Global Bank Group July 2006 - February 2007
Citigroup Global Markets, Inc May 2005 - August 2005
Skills
CDO, Credit Derivatives, CDS, ABS, Product Control, MBS, CMBS, Fixed Income, Bloomberg, Swaps, Structured Products, Interest Rate..., Equity Derivatives, Hedge Funds, Securitization, Derivatives, Capital Markets, Equities, Equity Research, Options Strategies, Options, Macroeconomics
Education
Penn State University 2002 — 2006
BS, Finance, Minor in Economics
Kathleen McCarthy's Citigroup Global Markets Inc. Experience February 2001 - December 2011
Job Executive Counsel at GE Capital
Industry Financial Services
Experience
GE Capital December 2013 - Present
RBS Americas December 2011 - November 2013
Citigroup Global Markets Inc. February 2001 - December 2011
Kirkland & Ellis 1995 - 2001
Skills
Litigation, Securities Law, Litigation Management, Securities Regulation, Securities, Capital Markets, Class Actions, Internal Investigations, Joint Ventures, Investment Banking, Corporate Governance, Due Diligence, Hedge Funds, Corporate Law, Mergers & Acquisitions, FINRA, Banking, Arbitration, Legal Research, Securities Litigation
Education
University of Chicago Law School 1992 — 1995
JD with Honors
Northwestern University 1987 — 1991
B.A. with Honors
GE Capital December 2013 - Present
RBS Americas December 2011 - November 2013
Citigroup Global Markets Inc. February 2001 - December 2011
Kirkland & Ellis 1995 - 2001
Skills
Litigation, Securities Law, Litigation Management, Securities Regulation, Securities, Capital Markets, Class Actions, Internal Investigations, Joint Ventures, Investment Banking, Corporate Governance, Due Diligence, Hedge Funds, Corporate Law, Mergers & Acquisitions, FINRA, Banking, Arbitration, Legal Research, Securities Litigation
Education
University of Chicago Law School 1992 — 1995
JD with Honors
Northwestern University 1987 — 1991
B.A. with Honors
Evgeny (Gene) Panov's Citigroup Global Markets Inc. Experience
Job Quantitative Analyst at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup Global Markets Inc.
Education
Moscow Institute of Physics and Technology (State University) (MIPT) 2000 — 2006
Citigroup Global Markets Inc.
Education
Moscow Institute of Physics and Technology (State University) (MIPT) 2000 — 2006
Rachel Pront's Citigroup Global Markets Inc. Experience June 2008 - August 2008
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays Investment Bank June 2014 - Present
Citi January 2013 - May 2014
Citi August 2009 - December 2012
CITIGROUP GLOBAL MARKETS INC June 2008 - August 2008
SOUTH HUNTINGTON JEWISH CENTER September 2005 - June 2007
The Ritz-Carlton August 2002 - August 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Finance
New England Conservatory of Music 1997 — 2002
Bachelor of Music, Classical Vocal Performance
Tufts University 1997 — 2002
Bachelor of Arts, Political Science
Barclays Investment Bank June 2014 - Present
Citi January 2013 - May 2014
Citi August 2009 - December 2012
CITIGROUP GLOBAL MARKETS INC June 2008 - August 2008
SOUTH HUNTINGTON JEWISH CENTER September 2005 - June 2007
The Ritz-Carlton August 2002 - August 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Finance
New England Conservatory of Music 1997 — 2002
Bachelor of Music, Classical Vocal Performance
Tufts University 1997 — 2002
Bachelor of Arts, Political Science
Yanina Kulchitskaya's Citigroup Global Markets Inc. Experience June 2004 - Present
Job SVP at Citi
Industry Financial Services
Experience
Citigroup Global Markets, Inc. June 2004 - Present
Citigroup 2004 - 2009
Lehman Brothers November 1999 - June 2004
Skills
Capital Markets, Fixed Income, Equities, Derivatives, Credit Derivatives, Investment Banking, Product Control, FX Options, Equity Derivatives, Structured Products, Financial Risk, Strategy, Trading, Securities
Education
Capital College, Pennsylvania State University 1995 — 1999
BS with honors in Finance, Finance, International Business, and Marketing
Žitomirs'kij Inženerno-tehnologicnij Institut 1994 — 1995
Management
Citigroup Global Markets, Inc. June 2004 - Present
Citigroup 2004 - 2009
Lehman Brothers November 1999 - June 2004
Skills
Capital Markets, Fixed Income, Equities, Derivatives, Credit Derivatives, Investment Banking, Product Control, FX Options, Equity Derivatives, Structured Products, Financial Risk, Strategy, Trading, Securities
Education
Capital College, Pennsylvania State University 1995 — 1999
BS with honors in Finance, Finance, International Business, and Marketing
Žitomirs'kij Inženerno-tehnologicnij Institut 1994 — 1995
Management
Scott Chodes's Citigroup Global Markets Inc. Experience November 2003 - March 2005
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America MerrillLynch April 2005 - Present
Citigroup Global Markets Inc November 2003 - March 2005
Prudential Securities 1989 - October 2003
Skills
Equities, Fixed Income, Series 7, Derivatives, Capital Markets, Securities, FINRA
Education
University of Maryland College Park 1985 — 1989
Jericho High School 1981 — 1985
Bank of America MerrillLynch April 2005 - Present
Citigroup Global Markets Inc November 2003 - March 2005
Prudential Securities 1989 - October 2003
Skills
Equities, Fixed Income, Series 7, Derivatives, Capital Markets, Securities, FINRA
Education
University of Maryland College Park 1985 — 1989
Jericho High School 1981 — 1985
Jon Rogow's Citigroup Global Markets Inc. Experience November 2005 - July 2007
Job Vice President, Legal & Compliance Department at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley & Co. September 2010 - Present
Citigroup Global Markets, Inc. November 2005 - July 2007
C.E. Unterberg, Towbin January 2005 - November 2005
Schwab Soundview Capital Markets June 2000 - December 2004
Education
Albany Law School of Union University 2007 — 2010
Doctor of Law (JD)
SUNY at Buffalo 1994 — 1998
Bachelor of Science (BS), Finance, General
Morgan Stanley & Co. September 2010 - Present
Citigroup Global Markets, Inc. November 2005 - July 2007
C.E. Unterberg, Towbin January 2005 - November 2005
Schwab Soundview Capital Markets June 2000 - December 2004
Education
Albany Law School of Union University 2007 — 2010
Doctor of Law (JD)
SUNY at Buffalo 1994 — 1998
Bachelor of Science (BS), Finance, General
Brian Tuohy's Citigroup Global Markets Inc. Experience 2004 - 2007
Job Director at Deutsche Bank
Industry Banking
Experience
Wells Fargo Securities April 2015 - Present
Deutsche Bank March 2007 - April 2015
Citigroup September 2004 - March 2007
Citigroup Global Markets Inc. 2004 - 2007
Hedge Fund Credit Analyst February 2002 - September 2004
Skills
Prime Brokerage, Counterparty Risk, Hedge Funds, Alternative Investments, Capital Markets, Credit, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Fund Of Funds, Investment Banking, Market Risk, Relationship Management, Securities Lending, Swaps, Trading, Structured Products, Fixed Income
Education
University of Arizona 1990 — 1993
B.S., Hydrology
Wells Fargo Securities April 2015 - Present
Deutsche Bank March 2007 - April 2015
Citigroup September 2004 - March 2007
Citigroup Global Markets Inc. 2004 - 2007
Hedge Fund Credit Analyst February 2002 - September 2004
Skills
Prime Brokerage, Counterparty Risk, Hedge Funds, Alternative Investments, Capital Markets, Credit, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Fund Of Funds, Investment Banking, Market Risk, Relationship Management, Securities Lending, Swaps, Trading, Structured Products, Fixed Income
Education
University of Arizona 1990 — 1993
B.S., Hydrology
Edward Then's Citigroup Global Markets Inc. Experience 2005 - 2009
Job Vice President at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Capital Markets 2009 - Present
Citigroup Global Markets Inc 2005 - 2009
Deutsche Bank 2000 - 2004
New York Life Insurance Company 1993 - 2000
Education
Manhattan College
Fidelity Capital Markets 2009 - Present
Citigroup Global Markets Inc 2005 - 2009
Deutsche Bank 2000 - 2004
New York Life Insurance Company 1993 - 2000
Education
Manhattan College
Nancy Pokler's Citigroup Global Markets Inc. Experience 2004 - 2006
Job Attorney
Industry Law Practice
Experience
Kasowitz, Benson, Torres & Friedman LLP 2008 - Present
NYC Firms 2006 - 2008
Citigroup Global Markets Inc. 2004 - 2006
White & Case 2000 - 2003
New York County District Attorney's Office 1997 - 1999
Skills
Litigation, Commercial Litigation, Mediation, Legal Research, Legal Writing, Litigation Support, Civil Litigation, Depositions, Courts, Trials, Westlaw
Education
New York Law School
Kasowitz, Benson, Torres & Friedman LLP 2008 - Present
NYC Firms 2006 - 2008
Citigroup Global Markets Inc. 2004 - 2006
White & Case 2000 - 2003
New York County District Attorney's Office 1997 - 1999
Skills
Litigation, Commercial Litigation, Mediation, Legal Research, Legal Writing, Litigation Support, Civil Litigation, Depositions, Courts, Trials, Westlaw
Education
New York Law School
Jacquelyn Hunt's Citigroup Global Markets Inc. Experience July 2000 - July 2003
Job Vice President Planning and Analysis Consumer Products & Services at American Express
Industry Financial Services
Experience
American Express June 2014 - Present
American Express July 2010 - Present
American Express April 2008 - June 2010
American Express April 2006 - April 2008
GENERAL ELECTRIC CO July 2005 - April 2006
MORGAN STANLEY June 2004 - August 2004
CITIGROUP GLOBAL MARKETS, INC July 2000 - July 2003
Skills
Financial Modeling, Finance, Management, Corporate Finance, Valuation, Financial Services, Portfolio Management, Analysis, Financial Analysis, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA
University of Michigan 1996 — 2000
BA, Economics
American Express June 2014 - Present
American Express July 2010 - Present
American Express April 2008 - June 2010
American Express April 2006 - April 2008
GENERAL ELECTRIC CO July 2005 - April 2006
MORGAN STANLEY June 2004 - August 2004
CITIGROUP GLOBAL MARKETS, INC July 2000 - July 2003
Skills
Financial Modeling, Finance, Management, Corporate Finance, Valuation, Financial Services, Portfolio Management, Analysis, Financial Analysis, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA
University of Michigan 1996 — 2000
BA, Economics
Peter G. Snelling's Citigroup Global Markets Inc. Experience August 1994 - March 2008
Job First Vice President Wealth Mangement at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2008 - Present
Citigroup Global Markets Inc. August 1994 - March 2008
Prudential Securities Incorporated August 1989 - August 1994
Thomson McKinnon Securities Inc. October 1983 - August 1989
Skills
Alternative Investments, Wealth Management..., Asset Allocation, Investment Advisory, Retirement Planning, Retirement Plan..., Investment Strategies, Trust Services, Financial Advisory, Strategic Planning, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2002 — 2007
Certified Investment Manager Analyst (CIMA®) and Certificate of Professional Development, Advanced Investment Analysis, Alternative Investments, Foundation and Endowment Financial Mngt.
Exit Planning Institute 2011 — 2011
Certified Exit Planning Advisor (CEPA®), Middle market exit planning
University of Denver - Daniels College of Business 2007 — 2007
Certifed Private Wealth Advisor (CPWA®)
University of Delaware - Lerner College of Business and Economics 1978 — 1982
B.S. Economics, Economics and Finance
Merrill Lynch March 2008 - Present
Citigroup Global Markets Inc. August 1994 - March 2008
Prudential Securities Incorporated August 1989 - August 1994
Thomson McKinnon Securities Inc. October 1983 - August 1989
Skills
Alternative Investments, Wealth Management..., Asset Allocation, Investment Advisory, Retirement Planning, Retirement Plan..., Investment Strategies, Trust Services, Financial Advisory, Strategic Planning, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2002 — 2007
Certified Investment Manager Analyst (CIMA®) and Certificate of Professional Development, Advanced Investment Analysis, Alternative Investments, Foundation and Endowment Financial Mngt.
Exit Planning Institute 2011 — 2011
Certified Exit Planning Advisor (CEPA®), Middle market exit planning
University of Denver - Daniels College of Business 2007 — 2007
Certifed Private Wealth Advisor (CPWA®)
University of Delaware - Lerner College of Business and Economics 1978 — 1982
B.S. Economics, Economics and Finance
Billy K. Hurst's Citigroup Global Markets Inc. Experience December 2010 - Present
Job at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo March 2015 - Present
Citigroup Global Markets, Inc. December 2010 - Present
Alliant Capital LLC September 2008 - December 2010
Countrywide Commercial Real Estate Finance, Inc. January 2006 - August 2008
JP Morgan March 2001 - January 2006
CIBC World Markets March 2000 - March 2001
Goldman Sachs Commercial Mortgage Capital January 1998 - March 2000
Skills
CMBS, Structured Finance, Real Estate Economics, Loans, Due Diligence, Capital Markets, Commercial Real Estate, Asset Management, Valuation, Investments, Real Estate Financing, Portfolio Management, Financial Modeling
Education
Austin College 1994 — 1997
Business & Economics
Farmersville
Wells Fargo March 2015 - Present
Citigroup Global Markets, Inc. December 2010 - Present
Alliant Capital LLC September 2008 - December 2010
Countrywide Commercial Real Estate Finance, Inc. January 2006 - August 2008
JP Morgan March 2001 - January 2006
CIBC World Markets March 2000 - March 2001
Goldman Sachs Commercial Mortgage Capital January 1998 - March 2000
Skills
CMBS, Structured Finance, Real Estate Economics, Loans, Due Diligence, Capital Markets, Commercial Real Estate, Asset Management, Valuation, Investments, Real Estate Financing, Portfolio Management, Financial Modeling
Education
Austin College 1994 — 1997
Business & Economics
Farmersville
David Mandel's Citigroup Global Markets Inc. Experience 2007 - 2009
Job Director at Citi
Industry Banking
Experience
Citi May 2010 - Present
Citigroup Global Markets, Inc. 2007 - 2009
BNP Paribas April 2002 - January 2006
Merrill Lynch 2000 - 2002
Deloitte 1997 - 1998
Skills
ABS, CDO, Securitization, Structured Finance, Origination, Credit, Loan Origination, Capital Markets, Fixed Income, Structured Products, Investment Banking, Financial Structuring, Derivatives, Finance, Hedge Funds, Bonds, Financial Markets
Education
Binghamton University 1988 — 1992
BS, Economics
Citi May 2010 - Present
Citigroup Global Markets, Inc. 2007 - 2009
BNP Paribas April 2002 - January 2006
Merrill Lynch 2000 - 2002
Deloitte 1997 - 1998
Skills
ABS, CDO, Securitization, Structured Finance, Origination, Credit, Loan Origination, Capital Markets, Fixed Income, Structured Products, Investment Banking, Financial Structuring, Derivatives, Finance, Hedge Funds, Bonds, Financial Markets
Education
Binghamton University 1988 — 1992
BS, Economics
Jordan Catrine's Citigroup Global Markets Inc. Experience July 2010 - July 2013
Job MBA Candidate at University of Michigan Ross School of Business
Industry Capital Markets
Experience
Citigroup Global Markets Inc. July 2010 - July 2013
Citigroup Global Markets Inc. July 2007 - July 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Capital Markets, Bloomberg, Investment Banking, Fixed Income, Data Analysis, Due Diligence, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Michigan State University 2003 — 2007
Bachelor of Arts (B.A.), Finance
Citigroup Global Markets Inc. July 2010 - July 2013
Citigroup Global Markets Inc. July 2007 - July 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Capital Markets, Bloomberg, Investment Banking, Fixed Income, Data Analysis, Due Diligence, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Michigan State University 2003 — 2007
Bachelor of Arts (B.A.), Finance
Eric Wilcox's Citigroup Global Markets Inc. Experience June 2004 - January 2008
Job Financial Services Professional
Industry Financial Services
Experience
Citadel LLC July 2010 - Present
Magnetar Capital 2008 - 2010
Citigroup Global Markets Inc June 2004 - January 2008
Townsend Analytics 2001 - 2004
Skills
Trading Systems, Electronic Trading
Education
Purdue University 1994 — 1998
Citadel LLC July 2010 - Present
Magnetar Capital 2008 - 2010
Citigroup Global Markets Inc June 2004 - January 2008
Townsend Analytics 2001 - 2004
Skills
Trading Systems, Electronic Trading
Education
Purdue University 1994 — 1998
George Voumvourakis's Citigroup Global Markets Inc. Experience July 2011 - June 2015
Job Director at Citigroup Global Markets, Inc.
Industry Real Estate
Experience
Morgan Stanley June 2015 - Present
Citigroup Global Markets, Inc. July 2011 - June 2015
Citigroup 2008 - January 2012
Citigroup Global Markets Inc. April 2006 - November 2008
Moody's Investors Service 2000 - 2006
Skills
Alternative Investments, Asset Management, CMBS, Analysis, Capital Markets, Credit, Due Diligence, Financial Modeling, Leadership, Management, Structured Finance, Valuation, Financial Structuring, Equities, Investments, Trading, Credit Risk, Investment Management, Real Estate, Real Estate Financing, Real Estate Development, Real Estate Transactions, Structured Products, Real Estate Economics, Loan Origination, Bonds, Derivatives, Securitization, Credit Derivatives, Private Equity, ABS, Loans, Securities, Financial Analysis, Portfolio Management, Mezzanine, Debt Restructuring, Underwriting, MBS, Commercial Mortgages, Corporate Finance, Investment Banking, Fixed Income, Bloomberg, Commercial Real Estate, Emerging Markets, Credit Analysis, Investment Properties, Brokerage, Hedge Funds
Education
New York University
Morgan Stanley June 2015 - Present
Citigroup Global Markets, Inc. July 2011 - June 2015
Citigroup 2008 - January 2012
Citigroup Global Markets Inc. April 2006 - November 2008
Moody's Investors Service 2000 - 2006
Skills
Alternative Investments, Asset Management, CMBS, Analysis, Capital Markets, Credit, Due Diligence, Financial Modeling, Leadership, Management, Structured Finance, Valuation, Financial Structuring, Equities, Investments, Trading, Credit Risk, Investment Management, Real Estate, Real Estate Financing, Real Estate Development, Real Estate Transactions, Structured Products, Real Estate Economics, Loan Origination, Bonds, Derivatives, Securitization, Credit Derivatives, Private Equity, ABS, Loans, Securities, Financial Analysis, Portfolio Management, Mezzanine, Debt Restructuring, Underwriting, MBS, Commercial Mortgages, Corporate Finance, Investment Banking, Fixed Income, Bloomberg, Commercial Real Estate, Emerging Markets, Credit Analysis, Investment Properties, Brokerage, Hedge Funds
Education
New York University
Philip Nuelle's Citigroup Global Markets Inc. Experience January 1998 - December 2002
Job Managing Director Finacity Corporation
Industry Investment Banking
Experience
Finacity Corporation January 2008 - Present
Citigroup January 2003 - January 2007
Citigroup Global Markets, Inc January 1998 - December 2002
Citibank - Kenya January 1995 - December 1997
Citigroup January 1988 - December 1994
Citigroup 1988 - 1988
Citigroup October 1983 - December 1987
Skills
Capital Markets, Financial Modeling, Corporate Finance, Fixed Income, Banking, Valuation, Structured Finance, Investment Banking, Financial Markets, Portfolio Management, Bloomberg
Education
University of Connecticut 1988 — 1991
MBA, Finance
Marquette University 1979 — 1983
BA, Finance & Ecomonics
Finacity Corporation January 2008 - Present
Citigroup January 2003 - January 2007
Citigroup Global Markets, Inc January 1998 - December 2002
Citibank - Kenya January 1995 - December 1997
Citigroup January 1988 - December 1994
Citigroup 1988 - 1988
Citigroup October 1983 - December 1987
Skills
Capital Markets, Financial Modeling, Corporate Finance, Fixed Income, Banking, Valuation, Structured Finance, Investment Banking, Financial Markets, Portfolio Management, Bloomberg
Education
University of Connecticut 1988 — 1991
MBA, Finance
Marquette University 1979 — 1983
BA, Finance & Ecomonics
Richard E. Ramirez, CFCS's Citigroup Global Markets Inc. Experience June 2004 - August 2004
Job Senior Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority May 2014 - Present
PNC Financial Services Group, Inc. September 2012 - May 2014
Seward & Kissel LLP May 2008 - May 2011
Boehringer Ingelheim Pharmaceuticals, Inc. May 2005 - November 2007
Bank of America, N.A. October 2003 - May 2005
Citigroup Global Markets Inc. June 2004 - August 2004
Pfizer, Inc. 2001 - 2002
Skills
Legal Research, Management, Legal Writing, Leadership, Corporate Law, Litigation, Entrepreneurship, CRM, Spanish, Risk Management, Microsoft Office, Westlaw, Start-ups, Analysis, Finance, Banking, Lotus Notes, Compliance, Collaboration, Communication, Financial Services, LexisNexis, osCommerce, Public Interest, Securities Regulation
Education
Seton Hall University School of Law 2007 — 2011
Doctor of Law (J.D.)
Seton Hall University 2001 — 2005
Bachelor of Science in Business Administration (B.S.)
Financial Industry Regulatory Authority May 2014 - Present
PNC Financial Services Group, Inc. September 2012 - May 2014
Seward & Kissel LLP May 2008 - May 2011
Boehringer Ingelheim Pharmaceuticals, Inc. May 2005 - November 2007
Bank of America, N.A. October 2003 - May 2005
Citigroup Global Markets Inc. June 2004 - August 2004
Pfizer, Inc. 2001 - 2002
Skills
Legal Research, Management, Legal Writing, Leadership, Corporate Law, Litigation, Entrepreneurship, CRM, Spanish, Risk Management, Microsoft Office, Westlaw, Start-ups, Analysis, Finance, Banking, Lotus Notes, Compliance, Collaboration, Communication, Financial Services, LexisNexis, osCommerce, Public Interest, Securities Regulation
Education
Seton Hall University School of Law 2007 — 2011
Doctor of Law (J.D.)
Seton Hall University 2001 — 2005
Bachelor of Science in Business Administration (B.S.)
Chuck Ferrando's Citigroup Global Markets Inc. Experience January 1997 - March 2008
Job Managing Director at NewOak Capital
Industry Financial Services
Experience
NewOak June 2009 - Present
Citigroup Global Markets Inc. January 1997 - March 2008
Education
University of Notre Dame 1993 — 1996
BA, Finance and Business Economics
NewOak June 2009 - Present
Citigroup Global Markets Inc. January 1997 - March 2008
Education
University of Notre Dame 1993 — 1996
BA, Finance and Business Economics
Hamidah Thanawala (Khwaja)'s Citigroup Global Markets Inc. Experience 2005 - 2009
Job Senior Manager at Ernst & Young
Industry Capital Markets
Experience
EY May 2015 - Present
Federal Reserve Bank of New York September 2010 - Present
Citigroup 2005 - 2009
Citigroup Global Markets Inc 2005 - 2009
Rabobank 2000 - 2005
Rabobank International 2000 - 2005
UBS (USA) Inc 1996 - 2000
Skills
Capital Markets, Credit Risk, Derivatives, Securitization, Structured Finance, Investment Banking, Credit Analysis, Credit, Financial Structuring, ABS, Financial Risk, CDO, Risk Management, Banking, Recovery and Resolution, Dodd Frank, Structured Products, Regulatory Affairs, Regulatory Agencies, Regulatory Policy
Education
CFA Institute 2001 — 2002
CFA, Financial Analysis
Bombay University
BA, Business and Economics
London School of Economics
Certification, International Management Audit
Pace University - Lubin School of Business
MBA, Finance
University of Massachusetts, Amherst
MS, Hospitality and Business Management
EY May 2015 - Present
Federal Reserve Bank of New York September 2010 - Present
Citigroup 2005 - 2009
Citigroup Global Markets Inc 2005 - 2009
Rabobank 2000 - 2005
Rabobank International 2000 - 2005
UBS (USA) Inc 1996 - 2000
Skills
Capital Markets, Credit Risk, Derivatives, Securitization, Structured Finance, Investment Banking, Credit Analysis, Credit, Financial Structuring, ABS, Financial Risk, CDO, Risk Management, Banking, Recovery and Resolution, Dodd Frank, Structured Products, Regulatory Affairs, Regulatory Agencies, Regulatory Policy
Education
CFA Institute 2001 — 2002
CFA, Financial Analysis
Bombay University
BA, Business and Economics
London School of Economics
Certification, International Management Audit
Pace University - Lubin School of Business
MBA, Finance
University of Massachusetts, Amherst
MS, Hospitality and Business Management
Art Liming's Citigroup Global Markets Inc. Experience October 2012 - June 2014
Job Agricultural Commodities & Futures Specialist | Market Analyst
Industry Investment Management
Experience
Silveus Financial, LLC December 2014 - Present
Citigroup Global Markets Inc. October 2012 - June 2014
Quant Trade LLC. March 2011 - October 2012
Momentum Trader January 2003 - October 2012
FuturesOne December 2004 - March 2011
Daniels Trading January 2001 - December 2004
Lind-Waldock March 1997 - January 2001
Skills
Financial Risk, FINRA, Options, Financial Markets, Traders, Commodity, Commodity Markets, Risk Management, CRM, Hedging, Trading, Trading Strategies, Hedge Funds, Currency, Business Development, Series 63, Alternative Investments, Derivatives, Equities, Trading Systems, Strategic Planning, Technical Analysis, FX Options
Education
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Finance, General
Silveus Financial, LLC December 2014 - Present
Citigroup Global Markets Inc. October 2012 - June 2014
Quant Trade LLC. March 2011 - October 2012
Momentum Trader January 2003 - October 2012
FuturesOne December 2004 - March 2011
Daniels Trading January 2001 - December 2004
Lind-Waldock March 1997 - January 2001
Skills
Financial Risk, FINRA, Options, Financial Markets, Traders, Commodity, Commodity Markets, Risk Management, CRM, Hedging, Trading, Trading Strategies, Hedge Funds, Currency, Business Development, Series 63, Alternative Investments, Derivatives, Equities, Trading Systems, Strategic Planning, Technical Analysis, FX Options
Education
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Finance, General
Karl Marquardt's Citigroup Global Markets Inc. Experience May 2007 - November 2009
Job Partner at Bressler, Amery & Ross, P.C.
Industry Law Practice
Experience
Bressler, Amery & Ross, P.C. April 2014 - Present
Morgan Stanley Wealth Management February 2013 - April 2014
Morgan Stanley Wealth Management June 2009 - February 2013
Citigroup Global Markets Inc. May 2007 - November 2009
Citicorp Investment Services July 2005 - May 2007
Bressler, Amery & Ross, P.C. 1999 - 2005
Hon. Jonathan N. Harris, J.S.C. September 1998 - August 1999
Skills
Securities Litigation, FINRA, Securities, Arbitration, Due Diligence, Financial Services, Investments, SEC, Trading, Litigation, Equities, Securities Regulation, Financial Regulation, Corporate Governance, AML, Series 7, Investment Banking, Broker-Dealer, Capital Markets, Financial Risk, Investment Advisory, Internal Investigations, Criminal Law, Corporate Law, Hedge Funds, Mutual Funds
Education
Rutgers University School of Law - Newark 1995 — 1998
Juris Doctor
Northwestern University 1981 — 1985
B.S., Radio, Televison, Film
Bressler, Amery & Ross, P.C. April 2014 - Present
Morgan Stanley Wealth Management February 2013 - April 2014
Morgan Stanley Wealth Management June 2009 - February 2013
Citigroup Global Markets Inc. May 2007 - November 2009
Citicorp Investment Services July 2005 - May 2007
Bressler, Amery & Ross, P.C. 1999 - 2005
Hon. Jonathan N. Harris, J.S.C. September 1998 - August 1999
Skills
Securities Litigation, FINRA, Securities, Arbitration, Due Diligence, Financial Services, Investments, SEC, Trading, Litigation, Equities, Securities Regulation, Financial Regulation, Corporate Governance, AML, Series 7, Investment Banking, Broker-Dealer, Capital Markets, Financial Risk, Investment Advisory, Internal Investigations, Criminal Law, Corporate Law, Hedge Funds, Mutual Funds
Education
Rutgers University School of Law - Newark 1995 — 1998
Juris Doctor
Northwestern University 1981 — 1985
B.S., Radio, Televison, Film
Peter L Leibowitz's Citigroup Global Markets Inc. Experience 2000 - 2008
Job Associate Director at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. July 2008 - Present
UBS Global Financial Servies 2008 - 2009
Citigroup Global Markets Inc 2000 - 2008
Citibank, N.A. 1996 - 1998
Cigna Retirement & Investment Services 1993 - 1996
Education
Norwich University 1988 — 1992
Xavier High School 1984 — 1988
UBS Financial Services, Inc. July 2008 - Present
UBS Global Financial Servies 2008 - 2009
Citigroup Global Markets Inc 2000 - 2008
Citibank, N.A. 1996 - 1998
Cigna Retirement & Investment Services 1993 - 1996
Education
Norwich University 1988 — 1992
Xavier High School 1984 — 1988
Anna Choe's Citigroup Global Markets Inc. Experience July 2004 - Present
Job Director at Citigroup Global Markets Inc.
Industry Law Practice
Experience
Citigroup Global Markets Inc. July 2004 - Present
Assured Guaranty July 2003 - July 2004
Baker & McKenzie 2001 - 2003
Willkie Farr & Gallagher LLP 2000 - 2001
Brown & Wood 1997 - 2000
Skills
Derivatives, Structured Finance, Private Placements, Insurance, ABS, Securitization, CLO, CDO, Mortgage
Education
New York University School of Law 2004 — 2007
Juris Doctorate
University of California, Berkeley 1988 — 1992
B.A., Ethnic Studies
Citigroup Global Markets Inc. July 2004 - Present
Assured Guaranty July 2003 - July 2004
Baker & McKenzie 2001 - 2003
Willkie Farr & Gallagher LLP 2000 - 2001
Brown & Wood 1997 - 2000
Skills
Derivatives, Structured Finance, Private Placements, Insurance, ABS, Securitization, CLO, CDO, Mortgage
Education
New York University School of Law 2004 — 2007
Juris Doctorate
University of California, Berkeley 1988 — 1992
B.A., Ethnic Studies
Aníbal Pellegrini's Citigroup Global Markets Inc. Experience January 2014 - Present
Job Commodity Derivatives Vice President
Industry Capital Markets
Experience
Citigroup Global Markets Inc. January 2014 - Present
Citigroup Global Markets Inc August 2011 - January 2014
Citigroup Global Markets Inc June 2010 - August 2010
Santander Rio Asset Management March 2006 - May 2009
Criteria Investors December 2005 - March 2006
Eco Axis May 2004 - November 2005
Skills
Derivatives, Commodities, Trading, Investments, Fixed Income, Structured Products, Valuation, Financial Modeling, Commodity, Bonds, Portfolio Management, Economics, Mutual Funds, Capital Markets, Finance, Emerging Markets, Hedging, Private Equity
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Universidad Torcuato di Tella 2004 — 2005
Master in Finance, Financial Markets, GPA 8.42/10. Ranked # 6 out of 98 graduates
Universidad de Buenos Aires 1998 — 2003
Licentiate in Economics, Economics, GPA 8.24/10. Honors: Magna Cum Laude. Ranked # 14 out of 270 graduates
Citigroup Global Markets Inc. January 2014 - Present
Citigroup Global Markets Inc August 2011 - January 2014
Citigroup Global Markets Inc June 2010 - August 2010
Santander Rio Asset Management March 2006 - May 2009
Criteria Investors December 2005 - March 2006
Eco Axis May 2004 - November 2005
Skills
Derivatives, Commodities, Trading, Investments, Fixed Income, Structured Products, Valuation, Financial Modeling, Commodity, Bonds, Portfolio Management, Economics, Mutual Funds, Capital Markets, Finance, Emerging Markets, Hedging, Private Equity
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Universidad Torcuato di Tella 2004 — 2005
Master in Finance, Financial Markets, GPA 8.42/10. Ranked # 6 out of 98 graduates
Universidad de Buenos Aires 1998 — 2003
Licentiate in Economics, Economics, GPA 8.24/10. Honors: Magna Cum Laude. Ranked # 14 out of 270 graduates
Folahan Tubi's Citigroup Global Markets Inc. Experience June 2014 - Present
Job Investment Banking Associate at Citi
Industry Investment Banking
Experience
Citigroup Global Markets Inc. June 2014 - Present
Citigroup Global Markets Inc. August 2012 - May 2014
Citigroup Global Markets Inc. June 2011 - August 2011
Chapel Hill Advisory Partners August 2009 - June 2010
Ametek Inc. May 2006 - January 2009
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration (M.B.A.), Corporate Finance/Investment Banking
Temple University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Citigroup Global Markets Inc. June 2014 - Present
Citigroup Global Markets Inc. August 2012 - May 2014
Citigroup Global Markets Inc. June 2011 - August 2011
Chapel Hill Advisory Partners August 2009 - June 2010
Ametek Inc. May 2006 - January 2009
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration (M.B.A.), Corporate Finance/Investment Banking
Temple University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Kim Perlee's Citigroup Global Markets Inc. Experience January 2004 - January 2007
Job Global Head of Client Services at Fitch Solutions
Industry Financial Services
Experience
Fitch Solutions July 2013 - Present
Deutsche Bank October 2010 - September 2012
Citigroup January 2007 - October 2010
Citigroup Global Markets Inc January 2004 - January 2007
Citigroup Global Transaction Services March 2003 - January 2004
Salomon Brothers October 1995 - March 2003
Skills
Fixed Income, Equities, Emerging Markets, Derivatives, Middle Office, Prime Brokerage, Securities, Relationship Management, Superior Client Service, Operations Management, Capital Markets, Trading, Equity Derivatives, Financial Services, Settlement, Asset Management, Strategy, FX Options, Hedge Funds, Financial Risk, Back Office, Foreign Exchange, Market Data, Bonds, Financial Markets, Operational Risk, Risk Management, Global Custody, Mutual Funds, Client Services
Education
University of South Florida 1983 — 1987
B.A., Mass Communications/Public Relations
Fitch Solutions July 2013 - Present
Deutsche Bank October 2010 - September 2012
Citigroup January 2007 - October 2010
Citigroup Global Markets Inc January 2004 - January 2007
Citigroup Global Transaction Services March 2003 - January 2004
Salomon Brothers October 1995 - March 2003
Skills
Fixed Income, Equities, Emerging Markets, Derivatives, Middle Office, Prime Brokerage, Securities, Relationship Management, Superior Client Service, Operations Management, Capital Markets, Trading, Equity Derivatives, Financial Services, Settlement, Asset Management, Strategy, FX Options, Hedge Funds, Financial Risk, Back Office, Foreign Exchange, Market Data, Bonds, Financial Markets, Operational Risk, Risk Management, Global Custody, Mutual Funds, Client Services
Education
University of South Florida 1983 — 1987
B.A., Mass Communications/Public Relations
Robert Hong's Citigroup Global Markets Inc. Experience 1990 - 2006
Job Managing Director, Capital Markets at Ramirez & Co., Inc.
Industry Investment Banking
Experience
Ramirez & Co., Inc. 2009 - Present
Banc of America Securities 2006 - 2008
Citigroup Global Markets Inc. 1990 - 2006
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
Williams College 1979 — 1983
BA
Punahou School 1975 — 1979
Ramirez & Co., Inc. 2009 - Present
Banc of America Securities 2006 - 2008
Citigroup Global Markets Inc. 1990 - 2006
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
Williams College 1979 — 1983
BA
Punahou School 1975 — 1979
Jeb Ebbott's Citigroup Global Markets Inc. Experience August 1997 - January 2008
Job SVP Capital Markets at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. August 2014 - Present
Silverton Consulting Group July 2013 - August 2014
Rabobank April 2011 - June 2013
Paramax Capital Partners, LLC November 2008 - April 2010
Citigroup Global Markets, Inc. August 1997 - January 2008
Lehman Brothers 1996 - 1997
Salomon Brothers 1987 - 1996
Goldman Sachs 1984 - 1987
Skills
Structured Finance, Capital Markets, Securitization, Loans, Finance, Portfolio Management, ABS, Private Equity, Structured Products, Financial Structuring, Loan Origination, Investments, CDO, Securities, Mergers & Acquisitions, Valuation, Financial Services, Fixed Income, Investment Banking, Financial Institutions, Marketing, Client Development, New Business Development, Collaborative Problem..., Fixed Income Strategies, Client Relations Skills, Business Analysis, Origination, Project Management
Education
Boston University 1977 — 1981
BA
Santander Consumer USA Inc. August 2014 - Present
Silverton Consulting Group July 2013 - August 2014
Rabobank April 2011 - June 2013
Paramax Capital Partners, LLC November 2008 - April 2010
Citigroup Global Markets, Inc. August 1997 - January 2008
Lehman Brothers 1996 - 1997
Salomon Brothers 1987 - 1996
Goldman Sachs 1984 - 1987
Skills
Structured Finance, Capital Markets, Securitization, Loans, Finance, Portfolio Management, ABS, Private Equity, Structured Products, Financial Structuring, Loan Origination, Investments, CDO, Securities, Mergers & Acquisitions, Valuation, Financial Services, Fixed Income, Investment Banking, Financial Institutions, Marketing, Client Development, New Business Development, Collaborative Problem..., Fixed Income Strategies, Client Relations Skills, Business Analysis, Origination, Project Management
Education
Boston University 1977 — 1981
BA
Ken Strutin's Citigroup Global Markets Inc. Experience April 2011 - Present
Job Group Executive Citi Personal Wealth Management at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup Global Markets Inc. April 2011 - Present
Corporate Health Innovations May 2009 - April 2011
Citigroup October 2005 - March 2009
Citigroup - U.S. Commercial Business Group 2003 - 2005
Education
Southern Illinois University, Carbondale 1977 — 1981
B.S., Finance
China Institute
Studies in Mandarin Chinese
Citigroup Global Markets Inc. April 2011 - Present
Corporate Health Innovations May 2009 - April 2011
Citigroup October 2005 - March 2009
Citigroup - U.S. Commercial Business Group 2003 - 2005
Education
Southern Illinois University, Carbondale 1977 — 1981
B.S., Finance
China Institute
Studies in Mandarin Chinese
Raymond Evans, CFM's Citigroup Global Markets Inc. Experience November 2003 - December 2011
Job Highly Accomplished Sales Professional
Industry Financial Services
Experience
UniFirst Corporation January 2015 - Present
ABM Industries 2013 - 2014
Evans Capital Consulting, LLC January 2012 - March 2013
Citigroup Smith Barney November 2003 - December 2011
Morgan Stanley November 2003 - December 2011
Citi November 2003 - December 2011
Citigroup Global markets Inc. November 2003 - December 2011
Robert W. Baird 2002 - 2003
Merrill Lynch 1996 - 2002
Skills
Investments, Wealth Management, Leadership, Management, Loans, Financial Services, Relationship Management, Credit, Private Banking, Sales, Securities, Sales Operations, Mutual Funds, Mortgage Lending, ETFs, Facilities Management, Asset Management, Series 63, New Business Development, Sales Management, Business Relationship..., Sales Presentations, Management Consulting, Business Consulting, Territory Planning, Expense Management, Sales Trainings, Problem Solving, Conflict Resolution, Project Planning, Project Coordination, Recruiting, Time Management, Cross-functional Team..., Cross Selling, Coaching, Credit Analysis
Education
Nicholls State University 1989 — 1991
BS, Business Communications
University of Miami 1987 — 1988
Communications
UniFirst Corporation January 2015 - Present
ABM Industries 2013 - 2014
Evans Capital Consulting, LLC January 2012 - March 2013
Citigroup Smith Barney November 2003 - December 2011
Morgan Stanley November 2003 - December 2011
Citi November 2003 - December 2011
Citigroup Global markets Inc. November 2003 - December 2011
Robert W. Baird 2002 - 2003
Merrill Lynch 1996 - 2002
Skills
Investments, Wealth Management, Leadership, Management, Loans, Financial Services, Relationship Management, Credit, Private Banking, Sales, Securities, Sales Operations, Mutual Funds, Mortgage Lending, ETFs, Facilities Management, Asset Management, Series 63, New Business Development, Sales Management, Business Relationship..., Sales Presentations, Management Consulting, Business Consulting, Territory Planning, Expense Management, Sales Trainings, Problem Solving, Conflict Resolution, Project Planning, Project Coordination, Recruiting, Time Management, Cross-functional Team..., Cross Selling, Coaching, Credit Analysis
Education
Nicholls State University 1989 — 1991
BS, Business Communications
University of Miami 1987 — 1988
Communications
Stephen Schiller's Citigroup Global Markets Inc. Experience 2000 - 2007
Job MAEVA Advisors LLC
Industry Financial Services
Experience
MAEVA Advisors LLC March 2013 - Present
Student Sponsor Partners 2003 - 2014
Student Sponsor Partners 2003 - 2014
Gordian Group, LLC February 2009 - February 2013
Citigroup Global Markets Inc. 2000 - 2007
Salomon Smith Barney 1988 - 1999
Skills
Capital Markets, Private Equity, Investment Banking, Real Estate, Restructuring, Mergers, Corporate Finance, Structured Finance, Talent Management, Alternative Investments, Hedge Funds
Education
University of Michigan Law School 1981 — 1984
JD, Law
Stanford University 1975 — 1979
AB, International Relations
MAEVA Advisors LLC March 2013 - Present
Student Sponsor Partners 2003 - 2014
Student Sponsor Partners 2003 - 2014
Gordian Group, LLC February 2009 - February 2013
Citigroup Global Markets Inc. 2000 - 2007
Salomon Smith Barney 1988 - 1999
Skills
Capital Markets, Private Equity, Investment Banking, Real Estate, Restructuring, Mergers, Corporate Finance, Structured Finance, Talent Management, Alternative Investments, Hedge Funds
Education
University of Michigan Law School 1981 — 1984
JD, Law
Stanford University 1975 — 1979
AB, International Relations
Blake Pierson's Citigroup Global Markets Inc. Experience July 2005 - September 2006
Job Founder of Lovely; RentPath CPO
Industry Internet
Experience
RentPath April 2014 - Present
Lovely (acquired by RentPath) 2010 - Present
The Pierson Group September 2006 - September 2009
Citigroup Global Markets Inc. July 2005 - September 2006
Skills
Sales Operations, Online Marketing, Marketing Strategy, Entrepreneurship, Real Estate, Investment Banking, Start-ups, Product Management, Business Strategy, Strategy, Competitive Analysis, Product Marketing, Analytics, Market Research, New Business Development, Property Management
Education
University of Pennsylvania 2003 — 2005
Bachelor of Science, Finance
Virginia Polytechnic Institute and State University 2001 — 2003
RentPath April 2014 - Present
Lovely (acquired by RentPath) 2010 - Present
The Pierson Group September 2006 - September 2009
Citigroup Global Markets Inc. July 2005 - September 2006
Skills
Sales Operations, Online Marketing, Marketing Strategy, Entrepreneurship, Real Estate, Investment Banking, Start-ups, Product Management, Business Strategy, Strategy, Competitive Analysis, Product Marketing, Analytics, Market Research, New Business Development, Property Management
Education
University of Pennsylvania 2003 — 2005
Bachelor of Science, Finance
Virginia Polytechnic Institute and State University 2001 — 2003
Kevin Stowe's Citigroup Global Markets Inc. Experience 1991 - 2008
Job Managing Director, Mesirow Financial Inc.
Industry Banking
Experience
Mesirow Financial Inc. July 2009 - Present
Citigroup Global Markets Inc. 1991 - 2008
Skills
Capital Markets, Financial Modeling, Fixed Income, Investment Banking, Valuation
Education
Stockton University
BS, Finance
Mesirow Financial Inc. July 2009 - Present
Citigroup Global Markets Inc. 1991 - 2008
Skills
Capital Markets, Financial Modeling, Fixed Income, Investment Banking, Valuation
Education
Stockton University
BS, Finance
James R. Meyers, CFA's Citigroup Global Markets Inc. Experience July 2003 - September 2008
Job Portfolio Manager: Institutional and Private Client FixedIncome Investment Executive
Industry Investment Management
Experience
Areas of Expertise: Multi Sector, Long Duration, LDI (Long Duration Immunized), Non-Dollar July 2015 - Present
HARTFORD INVESTMENT MANAGEMENT COMPANY October 2008 - July 2015
CITIGROUP GLOBAL MARKETS INC July 2003 - September 2008
CITIGROUP GLOBAL MARKETS INC March 2001 - July 2003
J.P. MORGAN CHASE ASSET MANAGEMENT July 1998 - March 2001
ALLIANCE CAPITAL MANAGEMENT L.P October 1997 - July 1998
Skills
Fixed Income, Portfolio Management, Chartered Financial..., Bonds, Investments, Asset Management, BlackRock Aladdin, Barclays Point, Trading, Emerging Markets, Investment Strategies, Performance Attribution, Bloomberg, Mutual Funds, Asset Managment, Hedge Funds, Finance, Asset Allocation, Debt, MBS, Foreign Exchange, CMBS, Investment Management, Credit, ABS, Equities, Microsoft Office
Education
New York University, Stern School of Business 1995 — 1997
Bachelor of Science (BS), Finance and Financial Management Services, 3.60
University of Michigan 1993 — 1995
Areas of Expertise: Multi Sector, Long Duration, LDI (Long Duration Immunized), Non-Dollar July 2015 - Present
HARTFORD INVESTMENT MANAGEMENT COMPANY October 2008 - July 2015
CITIGROUP GLOBAL MARKETS INC July 2003 - September 2008
CITIGROUP GLOBAL MARKETS INC March 2001 - July 2003
J.P. MORGAN CHASE ASSET MANAGEMENT July 1998 - March 2001
ALLIANCE CAPITAL MANAGEMENT L.P October 1997 - July 1998
Skills
Fixed Income, Portfolio Management, Chartered Financial..., Bonds, Investments, Asset Management, BlackRock Aladdin, Barclays Point, Trading, Emerging Markets, Investment Strategies, Performance Attribution, Bloomberg, Mutual Funds, Asset Managment, Hedge Funds, Finance, Asset Allocation, Debt, MBS, Foreign Exchange, CMBS, Investment Management, Credit, ABS, Equities, Microsoft Office
Education
New York University, Stern School of Business 1995 — 1997
Bachelor of Science (BS), Finance and Financial Management Services, 3.60
University of Michigan 1993 — 1995
Jamal Quyyum's Citigroup Global Markets Inc. Experience 1992 - 2005
Job Senior Graphic Designer at Cline Davis & Mann
Industry Pharmaceuticals
Experience
Cline Davis & Mann Senior graphic DesignerCline Davis Mann2005 - Present
Citigroup Global Markets Inc 1992 - 2005
Skills
Creative Direction, Graphics, Art Direction, Adobe Creative Suite, Direct Mail, Creative Strategy, InDesign, Advertising, Adobe Acrobat, Image Manipulation, Graphic Design, Branding & Identity, Corporate Identity, Illustrator, Integrated Marketing, QuarkXPress, Typography
Education
Pratt Institute 1964 — 1969
Bachelor's degree, Graphic Design
Cline Davis & Mann Senior graphic DesignerCline Davis Mann2005 - Present
Citigroup Global Markets Inc 1992 - 2005
Skills
Creative Direction, Graphics, Art Direction, Adobe Creative Suite, Direct Mail, Creative Strategy, InDesign, Advertising, Adobe Acrobat, Image Manipulation, Graphic Design, Branding & Identity, Corporate Identity, Illustrator, Integrated Marketing, QuarkXPress, Typography
Education
Pratt Institute 1964 — 1969
Bachelor's degree, Graphic Design
Alan Fox's Citigroup Global Markets Inc. Experience February 2011 - December 2011
Job Member of the Board of Directors at Menlo Properties
Industry Real Estate
Experience
Menlo Properties August 2015 - Present
U.S. Bank September 2013 - Present
Citigroup Global Markets, Inc February 2011 - December 2011
FundCore Finance Group June 2009 - February 2011
Merrill Lynch 2003 - 2009
Banc of America Securities 2001 - 2003
Chase Manhattan Corporation 1999 - 2001
Nomura 1996 - 1998
Skills
CMBS, Real Estate Economics, Commercial Mortgages, Mezzanine, Loans, Underwriting, Asset Managment, Structured Finance, Loan Origination, Valuation, Financial Structuring, Disposition, Real Estate Financing, Due Diligence, Capital Markets, Asset Management, Finance, Commercial Real Estate, Mortgage Lending, Investments, Securitization
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1990
MBA, Corporate Finance & Real Estate
University of Southern California 1983 — 1985
BS, Real Estate & Finance
Menlo Properties August 2015 - Present
U.S. Bank September 2013 - Present
Citigroup Global Markets, Inc February 2011 - December 2011
FundCore Finance Group June 2009 - February 2011
Merrill Lynch 2003 - 2009
Banc of America Securities 2001 - 2003
Chase Manhattan Corporation 1999 - 2001
Nomura 1996 - 1998
Skills
CMBS, Real Estate Economics, Commercial Mortgages, Mezzanine, Loans, Underwriting, Asset Managment, Structured Finance, Loan Origination, Valuation, Financial Structuring, Disposition, Real Estate Financing, Due Diligence, Capital Markets, Asset Management, Finance, Commercial Real Estate, Mortgage Lending, Investments, Securitization
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1990
MBA, Corporate Finance & Real Estate
University of Southern California 1983 — 1985
BS, Real Estate & Finance
Ernest Buechel's Citigroup Global Markets Inc. Experience June 2003 - December 2007
Job Application Developer
Industry Banking
Experience
FFTW January 2013 - Present
JPMorgan Chase December 2010 - December 2012
Moody's Investors Service June 2007 - December 2010
Citigroup Global Markets Inc June 2003 - December 2007
Arthur Andersen June 2000 - June 2001
Skills
Core Java, SQL, VBA, C#, Java, Unix, Perl, Sybase, Software Development, C++, SDLC, Business Analysis, Agile Methodologies, Eclipse, Fixed Income
Education
Stevens Institute of Technology 1998 — 2003
B.E, Computer Engineering
FFTW January 2013 - Present
JPMorgan Chase December 2010 - December 2012
Moody's Investors Service June 2007 - December 2010
Citigroup Global Markets Inc June 2003 - December 2007
Arthur Andersen June 2000 - June 2001
Skills
Core Java, SQL, VBA, C#, Java, Unix, Perl, Sybase, Software Development, C++, SDLC, Business Analysis, Agile Methodologies, Eclipse, Fixed Income
Education
Stevens Institute of Technology 1998 — 2003
B.E, Computer Engineering
David T. Kra's Citigroup Global Markets Inc. Experience March 2005 - June 2008
Job Senior Vice President at RAIT Financial Trust
Industry Real Estate
Experience
RAIT Financial Trust June 2011 - Present
Basis Investment Group April 2009 - August 2011
Citigroup Global Markets Inc. March 2005 - June 2008
Kra Equities, Inc. January 2001 - March 2005
Chase Manhattan Bank March 1999 - January 2001
Nomura Asset Capital Corp. November 1997 - March 1999
Education
Appraisal Institute
MAI
CFA Institute
CFA
Queens College
B.A., Economics
The University of Texas at Austin - Red McCombs School of Business
M.B.A., Real Estate/Accounting/Finance
RAIT Financial Trust June 2011 - Present
Basis Investment Group April 2009 - August 2011
Citigroup Global Markets Inc. March 2005 - June 2008
Kra Equities, Inc. January 2001 - March 2005
Chase Manhattan Bank March 1999 - January 2001
Nomura Asset Capital Corp. November 1997 - March 1999
Education
Appraisal Institute
MAI
CFA Institute
CFA
Queens College
B.A., Economics
The University of Texas at Austin - Red McCombs School of Business
M.B.A., Real Estate/Accounting/Finance
Fang Ye's Citigroup Global Markets Inc. Experience June 2009 - August 2009
Job Professional
Industry Banking
Experience
Citigroup Global Markets Inc June 2009 - August 2009
Education
Oklahoma State University 2008 — 2010
Master of Science, Quantitative Financial Economics
Citigroup Global Markets Inc June 2009 - August 2009
Education
Oklahoma State University 2008 — 2010
Master of Science, Quantitative Financial Economics
Alfred Griffin's Citigroup Global Markets Inc. Experience 2012 - 2013
Job President NY Green Bank
Industry Banking
Experience
NY Green Bank 2013 - Present
Citigroup Global Markets Inc. 2012 - 2013
Citigroup Global Markets Inc. 2010 - 2012
Citigroup Global Markets Inc. 1999 - 2010
Citigroup Global Markets Inc. 1997 - 1998
Education
University of North Carolina at Chapel Hill
BA, MBA
NY Green Bank 2013 - Present
Citigroup Global Markets Inc. 2012 - 2013
Citigroup Global Markets Inc. 2010 - 2012
Citigroup Global Markets Inc. 1999 - 2010
Citigroup Global Markets Inc. 1997 - 1998
Education
University of North Carolina at Chapel Hill
BA, MBA
Nancy Pineiro's Citigroup Global Markets Inc. Experience November 2004 - June 2005
Job Contract Paralegal Services
Industry Banking
Experience
Contract Paralegal Services/JP Morgan Chase/Bainbridge Bank January 2008 - March 2012
Sovereign Bank August 2007 - November 2007
BNP Paribas Investment Partners June 2005 - April 2006
Citigroup Global Markets Inc. November 2004 - June 2005
Contract Litigation Services June 2003 - September 2004
CBS Broadcasting Inc. March 1991 - April 2003
Education
Mercy College in Dobbs Ferry
B.S. in Paralegal Studies, Law
New York University
Two-Year Certificate, Business
Contract Paralegal Services/JP Morgan Chase/Bainbridge Bank January 2008 - March 2012
Sovereign Bank August 2007 - November 2007
BNP Paribas Investment Partners June 2005 - April 2006
Citigroup Global Markets Inc. November 2004 - June 2005
Contract Litigation Services June 2003 - September 2004
CBS Broadcasting Inc. March 1991 - April 2003
Education
Mercy College in Dobbs Ferry
B.S. in Paralegal Studies, Law
New York University
Two-Year Certificate, Business
Anna Griffin's Citigroup Global Markets Inc. Experience June 2010 - May 2013
Job Accountant
Industry Sports
Experience
Citigroup Global Markets, Inc June 2010 - May 2013
Wells Fargo April 2006 - June 2010
Skills
Accounting, Microsoft Excel, US GAAP, Salesforce.com, Investments, Customer Service, Banking, Outlook, Sales, Microsoft Word, Credit, Peachtree, Morningstar, Series 7, Life Insurance, Personal Financial..., Tax Accounting, Accounts Payable, Sales Tax, IFRS, Accruals, 1099 Preparation, Real Estate, Mortgage Lending, QuickBooks, Cash Management, Financial Analysis, Financial Reporting, Microsoft Office, Finance, Wealth Management, Strategic Financial...
Education
San Jose State University 2010 — 2012
BS, Corporate Financial Management- Accounting and Finance
Citigroup Global Markets, Inc June 2010 - May 2013
Wells Fargo April 2006 - June 2010
Skills
Accounting, Microsoft Excel, US GAAP, Salesforce.com, Investments, Customer Service, Banking, Outlook, Sales, Microsoft Word, Credit, Peachtree, Morningstar, Series 7, Life Insurance, Personal Financial..., Tax Accounting, Accounts Payable, Sales Tax, IFRS, Accruals, 1099 Preparation, Real Estate, Mortgage Lending, QuickBooks, Cash Management, Financial Analysis, Financial Reporting, Microsoft Office, Finance, Wealth Management, Strategic Financial...
Education
San Jose State University 2010 — 2012
BS, Corporate Financial Management- Accounting and Finance
Anna Tkachenko's Citigroup Global Markets Inc. Experience July 2006 - October 2012
Job Authorized Officer at UBS
Industry Financial Services
Experience
UBS November 2012 - Present
Morgan Stanley April 2012 - October 2012
Citigroup Global Markets Inc. July 2006 - October 2012
Citigroup Global Markets Inc. January 2006 - July 2006
Citigroup Global Markets Inc. June 2005 - January 2006
Skills
MS Office..., Wall Street Concepts..., Convey, AWD Imaging Platform, Tax Reporting, Project Coordination, Brochure Development, Regulatory Reporting, Account Reconciliation, Customer Service, Domestic Tax, Financial Services, Management, Tax, Process Improvement, Business Analysis, Accounts Payable, Banking, Derivatives, Accounting, Analysis, Wealth Management, Brochures, Risk Management, Finance, Equities, Financial Analysis, Microsoft Excel, Fixed Income, Securities, Capital Markets, Mutual Funds
Education
Rutgers University-New Brunswick 2000 — 2005
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2005
B.A., Psychology
UBS November 2012 - Present
Morgan Stanley April 2012 - October 2012
Citigroup Global Markets Inc. July 2006 - October 2012
Citigroup Global Markets Inc. January 2006 - July 2006
Citigroup Global Markets Inc. June 2005 - January 2006
Skills
MS Office..., Wall Street Concepts..., Convey, AWD Imaging Platform, Tax Reporting, Project Coordination, Brochure Development, Regulatory Reporting, Account Reconciliation, Customer Service, Domestic Tax, Financial Services, Management, Tax, Process Improvement, Business Analysis, Accounts Payable, Banking, Derivatives, Accounting, Analysis, Wealth Management, Brochures, Risk Management, Finance, Equities, Financial Analysis, Microsoft Excel, Fixed Income, Securities, Capital Markets, Mutual Funds
Education
Rutgers University-New Brunswick 2000 — 2005
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2005
B.A., Psychology
Julian Salcedo's Citigroup Global Markets Inc. Experience August 2010 - Present
Job Director EM Credit Trading at Citi
Industry Banking
Experience
Citigroup Global Markets Inc. August 2010 - Present
Citibank 2006 - 2010
Metlife AFJP 2005 - 2006
Siembra Seguros de Retiro 2004 - 2005
Skills
Fixed Income, Bloomberg, Derivatives, Bonds, Series 7, Portfolio Management, Trading, Series 63, Financial Statement..., Foreign Exchange
Education
Universidad Torcuato Di Tella 2002 — 2002
Master in Finance, Finance, General
Universidad de Buenos Aires / UBA 1995 — 2000
CPA, Accounting
Citigroup Global Markets Inc. August 2010 - Present
Citibank 2006 - 2010
Metlife AFJP 2005 - 2006
Siembra Seguros de Retiro 2004 - 2005
Skills
Fixed Income, Bloomberg, Derivatives, Bonds, Series 7, Portfolio Management, Trading, Series 63, Financial Statement..., Foreign Exchange
Education
Universidad Torcuato Di Tella 2002 — 2002
Master in Finance, Finance, General
Universidad de Buenos Aires / UBA 1995 — 2000
CPA, Accounting
Suzzette Nesbitt's Citigroup Global Markets Inc. Experience June 1986 - June 2007
Job AVP OPERATION TRADE SUPPORT
Industry Banking
Experience
Royal Bank of Scotland Group July 2007 - Present
AMRO/RBS SECURITIES July 2007 - Present
Citigroup Venture Capital June 1986 - June 2007
Citigroup Global Markets Inc June 1986 - June 2007
Securities Lending Operations June 1986 - February 2004
Education
New Jersey City University
BS, Accounting
Royal Bank of Scotland Group July 2007 - Present
AMRO/RBS SECURITIES July 2007 - Present
Citigroup Venture Capital June 1986 - June 2007
Citigroup Global Markets Inc June 1986 - June 2007
Securities Lending Operations June 1986 - February 2004
Education
New Jersey City University
BS, Accounting
RICHARD BARTON's Citigroup Global Markets Inc. Experience May 2004 - May 2005
Job COMPLIANCE ATTORNEY
Industry Financial Services
Experience
ROCHDALE INVESTMENT MANAGEMENT April 2011 - Present
MONTCLAIR STATE UNIVERSITY 2009 - Present
CHECKSPRING FINANCIAL SERVICES, INC April 2010 - April 2011
CHELSEA FINANCIAL SERVICES, INC January 2009 - April 2010
SUNAMERICA ASSET MANAGEMENT CORP May 2005 - September 2008
CITIGROUP GLOBAL MARKETS, INC May 2004 - May 2005
HALL & HALL, LLP June 2003 - May 2004
GUSRAE KAPLAN & BRUNO, PLLC December 2000 - June 2003
Skills
AML, Financial Risk, Asset Managment, Risk Assessment, Investments, Mergers & Acquisitions, Banking, Financial Services, Program Management, Mutual Funds, Policy, Asset Management, Mergers, Legal Writing, Marketing
Education
Benjamin N. Cardozo School of Law 1996 — 1999
Juris Doctor
St. John's University 1985 — 1989
Bachelor of Arts, Political Science; Business Administration
ROCHDALE INVESTMENT MANAGEMENT April 2011 - Present
MONTCLAIR STATE UNIVERSITY 2009 - Present
CHECKSPRING FINANCIAL SERVICES, INC April 2010 - April 2011
CHELSEA FINANCIAL SERVICES, INC January 2009 - April 2010
SUNAMERICA ASSET MANAGEMENT CORP May 2005 - September 2008
CITIGROUP GLOBAL MARKETS, INC May 2004 - May 2005
HALL & HALL, LLP June 2003 - May 2004
GUSRAE KAPLAN & BRUNO, PLLC December 2000 - June 2003
Skills
AML, Financial Risk, Asset Managment, Risk Assessment, Investments, Mergers & Acquisitions, Banking, Financial Services, Program Management, Mutual Funds, Policy, Asset Management, Mergers, Legal Writing, Marketing
Education
Benjamin N. Cardozo School of Law 1996 — 1999
Juris Doctor
St. John's University 1985 — 1989
Bachelor of Arts, Political Science; Business Administration
Joy Asante's Citigroup Global Markets Inc. Experience January 1997 - January 2005
Job Administrative Secretary at Weill Cornell Medical College
Industry Graphic Design
Experience
Weill Cornell Medical College June 2014 - Present
Con Edison March 2013 - September 2013
New York Presbyterian Hospital April 2011 - December 2012
CB Richard Ellis 2006 - 2009
Merrill Lynch and HSBC March 2006 - April 2006
CITIGROUP GLOBAL MARKETS, INC January 1997 - January 2005
CITIGROUP GLOBAL MARKETS, INC January 1995 - January 1997
CITIGROUP GLOBAL MARKETS, INC October 1993 - January 1995
Skills
Illustrator, Photoshop, Adobe Acrobat, Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Project Management, Spreadsheets, InDesign
Education
Mercy College
B.S, Business Administration
PRATT INSTITUTE, School of Professional Studies
Elements of Design course
Weill Cornell Medical College June 2014 - Present
Con Edison March 2013 - September 2013
New York Presbyterian Hospital April 2011 - December 2012
CB Richard Ellis 2006 - 2009
Merrill Lynch and HSBC March 2006 - April 2006
CITIGROUP GLOBAL MARKETS, INC January 1997 - January 2005
CITIGROUP GLOBAL MARKETS, INC January 1995 - January 1997
CITIGROUP GLOBAL MARKETS, INC October 1993 - January 1995
Skills
Illustrator, Photoshop, Adobe Acrobat, Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Project Management, Spreadsheets, InDesign
Education
Mercy College
B.S, Business Administration
PRATT INSTITUTE, School of Professional Studies
Elements of Design course
Max Padrid's Citigroup Global Markets Inc. Experience June 2010 - March 2012
Job Solution Partners
Industry Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse March 2012 - July 2014
Citigroup Global Markets Inc. June 2010 - March 2012
New England Securities June 2009 - August 2009
Skills
Series 7, Alternative Investments, Asset Management, Asset Managment, Bloomberg, FINRA, Finance, Investments, Management, Private Equity
Education
The University of Chicago
The University of Chicago
University of Kansas
Bachelors, Economics, Business Administration(concentration)
Credit Suisse July 2014 - Present
Credit Suisse March 2012 - July 2014
Citigroup Global Markets Inc. June 2010 - March 2012
New England Securities June 2009 - August 2009
Skills
Series 7, Alternative Investments, Asset Management, Asset Managment, Bloomberg, FINRA, Finance, Investments, Management, Private Equity
Education
The University of Chicago
The University of Chicago
University of Kansas
Bachelors, Economics, Business Administration(concentration)
Chris Pompilio's Citigroup Global Markets Inc. Experience January 2007 - Present
Job Senior VP Market Surveillance at Citigroup
Industry Financial Services
Experience
Citigroup Global Markets Inc January 2007 - Present
Citigroup Global Markets Inc January 2007 - Present
Citigroup February 2003 - Present
Citigroup January 2005 - December 2006
Citigroup January 2005 - December 2006
Citigroup February 2003 - January 2005
Citigroup February 2003 - January 2005
Financial Industry Regulatory Authority June 2000 - February 2003
NASD Regulation, Inc June 2000 - February 2003
NASD Regulation, Inc June 2000 - February 2003
Skills
Trading, FINRA, AML, Equities, Fixed Income, Securities, Analysis, Financial Risk, Financial Services, Capital Markets, Hedge Funds, Series 7, Derivatives, Series 63
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Business Managemenrt
Saint John's University
MBA Program, Finance Concentration
Saint John's University
Bachelor of Science, Business Management
Saint John's University
Bachelor of Science, Business Management
Saint John's University
MBA Program, Finance Concentration
Citigroup Global Markets Inc January 2007 - Present
Citigroup Global Markets Inc January 2007 - Present
Citigroup February 2003 - Present
Citigroup January 2005 - December 2006
Citigroup January 2005 - December 2006
Citigroup February 2003 - January 2005
Citigroup February 2003 - January 2005
Financial Industry Regulatory Authority June 2000 - February 2003
NASD Regulation, Inc June 2000 - February 2003
NASD Regulation, Inc June 2000 - February 2003
Skills
Trading, FINRA, AML, Equities, Fixed Income, Securities, Analysis, Financial Risk, Financial Services, Capital Markets, Hedge Funds, Series 7, Derivatives, Series 63
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Business Managemenrt
Saint John's University
MBA Program, Finance Concentration
Saint John's University
Bachelor of Science, Business Management
Saint John's University
Bachelor of Science, Business Management
Saint John's University
MBA Program, Finance Concentration
Russell Knox, CFA's Citigroup Global Markets Inc. Experience June 2005 - August 2005
Job Taxable Fixed Income Portfolio Manager at Cavanal Hill Investment Management
Industry Investment Management
Experience
Cavanal Hill Investment Management December 2005 - Present
Oklahoma State University February 2006 - May 2006
Oklahoma State University August 2005 - December 2005
Citigroup Global Markets Inc. June 2005 - August 2005
Oklahoma State University August 2004 - May 2005
Skills
MAKING MONEY FOR MY..., BUYING CHEAP BONDS
Education
Oklahoma State University 2003 — 2005
MS, Quantitative Financial Economics
Oklahoma State University 2002 — 2003
BS, Finance
Cavanal Hill Investment Management December 2005 - Present
Oklahoma State University February 2006 - May 2006
Oklahoma State University August 2005 - December 2005
Citigroup Global Markets Inc. June 2005 - August 2005
Oklahoma State University August 2004 - May 2005
Skills
MAKING MONEY FOR MY..., BUYING CHEAP BONDS
Education
Oklahoma State University 2003 — 2005
MS, Quantitative Financial Economics
Oklahoma State University 2002 — 2003
BS, Finance
Isabel Cathcart's Citigroup Global Markets Inc. Experience May 2012 - Present
Job Merrill Lynch, Pierce, Fenner & Smith
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
Citigroup Global Markets Inc. May 2012 - Present
Western International Securities, Inc. April 2011 - May 2012
Trust Company of the West 2005 - 2006
UBS March 2001 - February 2005
Merrill Lynch January 1993 - March 2001
Skills
Alternative Investments, Series 7, Wealth Management, Asset Management, Investments, Finance, Asset Allocation, Banking, Hedge Funds, Fixed Income
Education
Pitzer College
Economics & Psychology
University of London
Economics
Merrill Lynch June 2015 - Present
Citigroup Global Markets Inc. May 2012 - Present
Western International Securities, Inc. April 2011 - May 2012
Trust Company of the West 2005 - 2006
UBS March 2001 - February 2005
Merrill Lynch January 1993 - March 2001
Skills
Alternative Investments, Series 7, Wealth Management, Asset Management, Investments, Finance, Asset Allocation, Banking, Hedge Funds, Fixed Income
Education
Pitzer College
Economics & Psychology
University of London
Economics
Paul Kwak's Citigroup Global Markets Inc. Experience August 2012 - May 2014
Job Associate, Mergers and Acquisitions, Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2014 - Present
Citigroup Global Markets Inc. August 2012 - May 2014
Citigroup Global Markets Inc. July 2011 - July 2012
Citigroup Global Markets Asia Limited July 2009 - June 2011
Citigroup Global Markets Asia Limited June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Economics, Concentration in Finance with Minor in Mathematics
Morgan Stanley May 2014 - Present
Citigroup Global Markets Inc. August 2012 - May 2014
Citigroup Global Markets Inc. July 2011 - July 2012
Citigroup Global Markets Asia Limited July 2009 - June 2011
Citigroup Global Markets Asia Limited June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Economics, Concentration in Finance with Minor in Mathematics
Hirohisa Sano's Citigroup Global Markets Inc. Experience July 2011 - May 2014
Job Financial Specialist
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB June 2015 - Present
Citigroup Global Markets Inc. July 2011 - May 2014
Mizuho Securities USA Inc. March 2009 - July 2011
Skills
Equities, Trading, Derivatives, Capital Markets, Fixed Income, Bloomberg, Equity Trading, Options, Electronic Trading, Trading Systems, Commodity, Portfolio Management
Education
University of California, Davis 1982 — 1987
Bachelor of Science (BS), Design
Societe Generale Corporate and Investment Banking - SGCIB June 2015 - Present
Citigroup Global Markets Inc. July 2011 - May 2014
Mizuho Securities USA Inc. March 2009 - July 2011
Skills
Equities, Trading, Derivatives, Capital Markets, Fixed Income, Bloomberg, Equity Trading, Options, Electronic Trading, Trading Systems, Commodity, Portfolio Management
Education
University of California, Davis 1982 — 1987
Bachelor of Science (BS), Design
Petal-Anne Young's Citigroup Global Markets Inc. Experience April 1999 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
Citigroup Global Markets Inc. April 1999 - November 2007
Citibank 1999 - 2007
Swiss Bank Corp 1989 - 1998
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting & International Business
Citigroup Global Markets Inc. April 1999 - November 2007
Citibank 1999 - 2007
Swiss Bank Corp 1989 - 1998
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting & International Business
Jonathan Coombs's Citigroup Global Markets Inc. Experience 2005 - 2011
Job Technology Investment Banker
Industry Investment Banking
Experience
CITIGROUP GLOBAL MARKETS INC. 2005 - 2011
AIR LIQUIDE USA LLC 2003 - 2005
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Accounting and Management and Strategy
Rice University 1994 — 1998
Bachelor of Science, Chemical Engineering
CITIGROUP GLOBAL MARKETS INC. 2005 - 2011
AIR LIQUIDE USA LLC 2003 - 2005
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Accounting and Management and Strategy
Rice University 1994 — 1998
Bachelor of Science, Chemical Engineering
Paul Cangro's Citigroup Global Markets Inc. Experience August 2009 - Present
Job Director at Citi
Industry Financial Services
Experience
Citigroup Global Markets Inc. August 2009 - Present
Citigroup Global Markets Inc. May 2005 - July 2009
Citigroup Asset Management July 2002 - April 2005
Skills
Financial Markets, Capital Markets, Fixed Income, Derivatives, Securities, Trading, Interest Rate..., Banking, Portfolio Management, Swaps, Bonds, Money Market
Education
Manhattanville College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Bronxville High School 1993 — 1997
Citigroup Global Markets Inc. August 2009 - Present
Citigroup Global Markets Inc. May 2005 - July 2009
Citigroup Asset Management July 2002 - April 2005
Skills
Financial Markets, Capital Markets, Fixed Income, Derivatives, Securities, Trading, Interest Rate..., Banking, Portfolio Management, Swaps, Bonds, Money Market
Education
Manhattanville College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Bronxville High School 1993 — 1997
Matthew Reimann's Citigroup Global Markets Inc. Experience October 2001 - January 2013
Job Sr. Operations AnalystBAML
Industry Capital Markets
Experience
Bank of America-Merrill Lynch July 2013 - Present
Citigroup Global Markets, Inc October 2001 - January 2013
Carr Futures, Inc August 1999 - October 2001
Greenwich Capital Markets, Inc May 1994 - August 1999
Skills
Relationship Management, Financial Services, Banking, Fixed Income, Equities, Financial Markets, Portfolio Management, Derivatives, Credit, Market Data, Electronic Trading, FX Options, Trading, Financial Risk, Back Office, Asset Management
Education
St. Ambrose University
Bachelor of Arts (B.A.), Major: Business Administration, Minor: Economics
Bank of America-Merrill Lynch July 2013 - Present
Citigroup Global Markets, Inc October 2001 - January 2013
Carr Futures, Inc August 1999 - October 2001
Greenwich Capital Markets, Inc May 1994 - August 1999
Skills
Relationship Management, Financial Services, Banking, Fixed Income, Equities, Financial Markets, Portfolio Management, Derivatives, Credit, Market Data, Electronic Trading, FX Options, Trading, Financial Risk, Back Office, Asset Management
Education
St. Ambrose University
Bachelor of Arts (B.A.), Major: Business Administration, Minor: Economics
Don German's Citigroup Global Markets Inc. Experience May 2007 - Present
Job Compliance Officer at CPWM
Industry Financial Services
Experience
Citigroup Global Markets Inc. May 2007 - Present
Smith Barney May 2006 - May 2007
Citicorp Investment Services May 2003 - May 2006
Cal Fed Investments May 2000 - May 2003
Cal Fed Investments May 1997 - May 2000
AXA Insurance May 1996 - May 1997
Skills
Customer Service, Sales, Project Management, Team Building, Financial Analysis, Microsoft Office, Public Speaking, Change Management, Mutual Funds, Annuities, Life Insurance, Investments, Retirement Planning, Securities Regulation, Strategy, Securities, Research, Capital Markets, Strategic Planning, Program Management, KYC, Financial Regulation, Legal Compliance
Education
SFSU
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, Entrepreneurial management
San Francisco State University
BS Business Administration, Marketing/Marketing Management, General
Citigroup Global Markets Inc. May 2007 - Present
Smith Barney May 2006 - May 2007
Citicorp Investment Services May 2003 - May 2006
Cal Fed Investments May 2000 - May 2003
Cal Fed Investments May 1997 - May 2000
AXA Insurance May 1996 - May 1997
Skills
Customer Service, Sales, Project Management, Team Building, Financial Analysis, Microsoft Office, Public Speaking, Change Management, Mutual Funds, Annuities, Life Insurance, Investments, Retirement Planning, Securities Regulation, Strategy, Securities, Research, Capital Markets, Strategic Planning, Program Management, KYC, Financial Regulation, Legal Compliance
Education
SFSU
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, Entrepreneurial management
San Francisco State University
BS Business Administration, Marketing/Marketing Management, General
Hong (Julia) Tang's Citigroup Global Markets Inc. Experience June 2005 - November 2006
Job Associate Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2006 - Present
Citigroup Global Markets Inc June 2005 - November 2006
Thomson Financial March 1999 - June 2005
Skills
Market Data, Finance, Sybase, Equity Derivatives, Trading system, Smart Order Routing, Order Management Systems, Windows, UNIX, Linux, SQL Server, C, C++, C#, .NET, SQL
Education
Rutgers University
MBA, Finance
National University of Singapore
Master of Science (M.Sc.), Computer Science
Peking University
Bachelor of Science (BS), Physics
University of Science and Technology Beijing
Master of Science (MSc), Physics
RBC Capital Markets November 2006 - Present
Citigroup Global Markets Inc June 2005 - November 2006
Thomson Financial March 1999 - June 2005
Skills
Market Data, Finance, Sybase, Equity Derivatives, Trading system, Smart Order Routing, Order Management Systems, Windows, UNIX, Linux, SQL Server, C, C++, C#, .NET, SQL
Education
Rutgers University
MBA, Finance
National University of Singapore
Master of Science (M.Sc.), Computer Science
Peking University
Bachelor of Science (BS), Physics
University of Science and Technology Beijing
Master of Science (MSc), Physics
Donald Sharp's Citigroup Global Markets Inc. Experience October 2011 - Present
Job Global Head of Product & Publications, Citi Research at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup Global Markets Inc. October 2011 - Present
Citigroup Global Markets Japan October 2006 - October 2011
Goldman Sachs Japan February 1999 - September 2006
IBI Inc. February 1998 - February 1999
Skills
Equities, Banking, Financial Services, Research, Risk Management, Portfolio Management, Publications, Content Management
Education
Ohio Wesleyan University 1987 — 1991
Bachelor of Arts (BA)
Citigroup Global Markets Inc. October 2011 - Present
Citigroup Global Markets Japan October 2006 - October 2011
Goldman Sachs Japan February 1999 - September 2006
IBI Inc. February 1998 - February 1999
Skills
Equities, Banking, Financial Services, Research, Risk Management, Portfolio Management, Publications, Content Management
Education
Ohio Wesleyan University 1987 — 1991
Bachelor of Arts (BA)
Irfan Gilani's Citigroup Global Markets Inc. Experience October 2004 - November 2005
Job Associate Director at FINRA
Industry Financial Services
Experience
FINRA April 1997 - Present
Citigroup Global Markets, Inc. October 2004 - November 2005
Skills
Regulation and..., Program Management, Risk Management, Financial Analysis, Investments, Securities Regulation, Equities, Business Analysis, Strategy, Anti Money Laundering, Financial Services, Mutual Funds
Education
Baruch College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance
FINRA April 1997 - Present
Citigroup Global Markets, Inc. October 2004 - November 2005
Skills
Regulation and..., Program Management, Risk Management, Financial Analysis, Investments, Securities Regulation, Equities, Business Analysis, Strategy, Anti Money Laundering, Financial Services, Mutual Funds
Education
Baruch College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance
Jim Tuites's Citigroup Global Markets Inc. Experience 1993 - Present
Job Financial Advisor / Senior Vice President at Citigroup Global Markets Inc
Industry Financial Services
Experience
Citi January 1993 - Present
Citigroup Global Markets Inc 1993 - Present
Skills
Wealth Management, Finance, Financial Advisory, Retirement Planning, Management, Credit, Insurance, Wealth, Commercial Banking, Investments
Education
University of Delaware
Citi January 1993 - Present
Citigroup Global Markets Inc 1993 - Present
Skills
Wealth Management, Finance, Financial Advisory, Retirement Planning, Management, Credit, Insurance, Wealth, Commercial Banking, Investments
Education
University of Delaware
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY