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
Sharon R. Egilinsky Sharon R. Egilinsky's Citigroup Global Markets Inc. Experience December 2003 - August 2005
Job CEO, SRE Solutions LLC | Board Director | Chair, Advisory Board WIB | Board Member, CFO @ IBG
Industry Venture Capital & Private Equity
Experience
SRE Solutions LLC - strategy development & funding for transitional & growth-focused companies 2007 - Present
Integral Board Group, LLC April 2015 - Present
Women in the Boardroom February 2015 - Present
University Settlement 2008 - Present
The Door - A Center of Alternatives June 2014 - Present
Credit Suisse Asset Management January 2006 - May 2007
Citigroup Global Markets, Inc. December 2003 - August 2005
Deutsche Asset Management 2000 - 2003
Bankers Trust 1996 - 2003
Deutsche Asset Management 1998 - 2000
Skills
Strategy Formulation, Business Development, Business Analysis..., Restructuring, Mergers, Divestitures, Joint Ventures, International Product..., Platform Development, Investment Management, Investments, Hedge Funds, Alternative Investments, Commodity Pools, Global Investment..., ETFs, Leadership, Mergers & Acquisitions, Asset Management, Equities, Fixed Income, Strategic Partnerships, Executive Management, Securities, Asset Allocation, Trading, Finance, Non-profit Board..., Banking, Fundraising, Non-profit Leadership, Organizational..., Private Equity, Structured Finance, Business Planning
Education
Hofstra University School of Law
Juris Doctor (J.D.)
SRE Solutions LLC - strategy development & funding for transitional & growth-focused companies 2007 - Present
Integral Board Group, LLC April 2015 - Present
Women in the Boardroom February 2015 - Present
University Settlement 2008 - Present
The Door - A Center of Alternatives June 2014 - Present
Credit Suisse Asset Management January 2006 - May 2007
Citigroup Global Markets, Inc. December 2003 - August 2005
Deutsche Asset Management 2000 - 2003
Bankers Trust 1996 - 2003
Deutsche Asset Management 1998 - 2000
Skills
Strategy Formulation, Business Development, Business Analysis..., Restructuring, Mergers, Divestitures, Joint Ventures, International Product..., Platform Development, Investment Management, Investments, Hedge Funds, Alternative Investments, Commodity Pools, Global Investment..., ETFs, Leadership, Mergers & Acquisitions, Asset Management, Equities, Fixed Income, Strategic Partnerships, Executive Management, Securities, Asset Allocation, Trading, Finance, Non-profit Board..., Banking, Fundraising, Non-profit Leadership, Organizational..., Private Equity, Structured Finance, Business Planning
Education
Hofstra University School of Law
Juris Doctor (J.D.)
Brenden Vickers Brenden Vickers's Citigroup Global Markets Inc. Experience June 2011 - April 2013
Job Assistant Vice President at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management, L.P. April 2013 - Present
Citigroup Global Markets, Inc. June 2011 - April 2013
Education
University of Florida - Warrington College Of Business 2009 — 2011
Master of Science in Finance, Finance
University of Florida - Warrington College Of Business 2007 — 2010
Bachelor of Science in Business Administration, Finance
Oaktree Capital Management, L.P. April 2013 - Present
Citigroup Global Markets, Inc. June 2011 - April 2013
Education
University of Florida - Warrington College Of Business 2009 — 2011
Master of Science in Finance, Finance
University of Florida - Warrington College Of Business 2007 — 2010
Bachelor of Science in Business Administration, Finance
Mark Frates Mark Frates's Citigroup Global Markets Inc. Experience June 2007 - July 2009
Job Entrepreneur
Industry Venture Capital & Private Equity
Experience
glendonTodd Capital LLC September 2011 - August 2013
Energy Future Holdings August 2009 - September 2011
Citigroup Global Markets, Inc. June 2007 - July 2009
Skills
Mergers, Financial Modeling, Valuation, Private Equity, Financial Analysis, Due Diligence, Excel, Corporate Finance, Investment Banking, Real Estate, Strategic Planning, Capital Markets, Accounting, LBO, Corporate Development, Finance, Acquisitions, Strategy, Mergers & Acquisitions, Equities, Bloomberg, Economics, Restructuring, Portfolio Management, Investments, Venture Capital, Microsoft Excel, Analysis, DCF, Business Strategy, Asset Management, M&A experience, Business Valuation, IPO, Financial Structuring
Education
Southern Methodist University 2003 — 2007
Bachelor of Business Administration, Finance with emphasis in Accounting
glendonTodd Capital LLC September 2011 - August 2013
Energy Future Holdings August 2009 - September 2011
Citigroup Global Markets, Inc. June 2007 - July 2009
Skills
Mergers, Financial Modeling, Valuation, Private Equity, Financial Analysis, Due Diligence, Excel, Corporate Finance, Investment Banking, Real Estate, Strategic Planning, Capital Markets, Accounting, LBO, Corporate Development, Finance, Acquisitions, Strategy, Mergers & Acquisitions, Equities, Bloomberg, Economics, Restructuring, Portfolio Management, Investments, Venture Capital, Microsoft Excel, Analysis, DCF, Business Strategy, Asset Management, M&A experience, Business Valuation, IPO, Financial Structuring
Education
Southern Methodist University 2003 — 2007
Bachelor of Business Administration, Finance with emphasis in Accounting
Jesse Morgan Jesse Morgan's Citigroup Global Markets Inc. Experience January 2010 - November 2013
Job Sr. Product Manager / Director / Electronic Trading and eDistribution
Industry Capital Markets
Experience
ICAP June 2014 - Present
Citigroup Global Markets, Inc. January 2010 - November 2013
Citigroup Global Markets, Inc. February 2002 - December 2012
Citigroup Global Markets, Inc. January 2009 - December 2010
Citigroup Global Markets, Inc. October 2008 - December 2009
Citigroup Global Markets, Inc. January 2000 - October 2008
Salomon Smith Barney, Inc. April 1999 - December 1999
Merrill Lynch April 1997 - April 1998
Freelance Film and Video Production January 1993 - April 1997
Skills
Electronic Trading, Trading Systems, Product Management, Product Development, E-commerce, Derivatives, Fixed Income, Financial Markets, Bonds, Securities, Business Analysis, Investment Banking, Business Strategy, Business Process..., Contract Negotiation, New Business Development, Team Leadership, User Interface Design, Dodd-Frank, Equities, Series 63, ETFs, Emerging Markets, Technical Liaison, Marketing, Series 7, Web Development, Startup Development, Innovation, User Experience, Workflow, Collaboration, Partnerships, Project Based, Creativity, Business Efficiency, Globalization, Internalization, Operational Planning, Data-driven, User Training, Compliance, Syndicate, Video Production, Film Production, CDS, Prime Brokerage, Trading, Market Data, Strategy
Education
Northeastern University 1987 — 1990
Bachelor of Arts (BA), Sociology
Universidad de Sevilla 1988 — 1989
Junior year abroad, Spanish Language and Literature
University of Oregon 1986 — 1987
LIU Post 1985 — 1986
ICAP June 2014 - Present
Citigroup Global Markets, Inc. January 2010 - November 2013
Citigroup Global Markets, Inc. February 2002 - December 2012
Citigroup Global Markets, Inc. January 2009 - December 2010
Citigroup Global Markets, Inc. October 2008 - December 2009
Citigroup Global Markets, Inc. January 2000 - October 2008
Salomon Smith Barney, Inc. April 1999 - December 1999
Merrill Lynch April 1997 - April 1998
Freelance Film and Video Production January 1993 - April 1997
Skills
Electronic Trading, Trading Systems, Product Management, Product Development, E-commerce, Derivatives, Fixed Income, Financial Markets, Bonds, Securities, Business Analysis, Investment Banking, Business Strategy, Business Process..., Contract Negotiation, New Business Development, Team Leadership, User Interface Design, Dodd-Frank, Equities, Series 63, ETFs, Emerging Markets, Technical Liaison, Marketing, Series 7, Web Development, Startup Development, Innovation, User Experience, Workflow, Collaboration, Partnerships, Project Based, Creativity, Business Efficiency, Globalization, Internalization, Operational Planning, Data-driven, User Training, Compliance, Syndicate, Video Production, Film Production, CDS, Prime Brokerage, Trading, Market Data, Strategy
Education
Northeastern University 1987 — 1990
Bachelor of Arts (BA), Sociology
Universidad de Sevilla 1988 — 1989
Junior year abroad, Spanish Language and Literature
University of Oregon 1986 — 1987
LIU Post 1985 — 1986
Alan Ronald Alan Ronald's Citigroup Global Markets Inc. Experience March 1997 - December 2006
Job Vice President, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Sterne Agee December 2006 - June 2014
Citigroup Global Markets, Inc. March 1997 - December 2006
Dean Witter Reynolds January 1987 - March 1997
Victor Technologies June 1983 - December 1986
Occidental Petroleum April 1975 - May 1983
Education
Pepperdine University
M.B.A., Business
University of California, Davis
Bachelor of Arts, Economics and Psychology
Ameriprise Financial Services, Inc. July 2014 - Present
Sterne Agee December 2006 - June 2014
Citigroup Global Markets, Inc. March 1997 - December 2006
Dean Witter Reynolds January 1987 - March 1997
Victor Technologies June 1983 - December 1986
Occidental Petroleum April 1975 - May 1983
Education
Pepperdine University
M.B.A., Business
University of California, Davis
Bachelor of Arts, Economics and Psychology
Russell Imam Russell Imam's Citigroup Global Markets Inc. Experience October 2007 - Present
Job Client Service Associate at Citi Personal Wealth Management
Industry Investment Banking
Experience
Citigroup Global Markets, Inc. October 2007 - Present
Suite 275 Inc. February 2011 - Present
Citibank October 2006 - October 2007
Skills
NetX360, Salesforce Training, Salesforce.com..., NextGen, Adobe Photoshop, Microsoft Suites, Marketing Communications, Digital Marketing, Advertising, Graphic Design, Performance Management, Team Building, Customer Service, Long-term Customer..., Account Management, Actimize, Business Development, Investments, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, PowerPoint, Sales, Time Management, Finance, Financial Services
Education
Hofstra University 2010 — 2013
Master of Business Administration (MBA), Management
Fashion Institute of Technology 2000 — 2004
Bachelor of Arts (BA), Advertising and Marketing Communications
Citigroup Global Markets, Inc. October 2007 - Present
Suite 275 Inc. February 2011 - Present
Citibank October 2006 - October 2007
Skills
NetX360, Salesforce Training, Salesforce.com..., NextGen, Adobe Photoshop, Microsoft Suites, Marketing Communications, Digital Marketing, Advertising, Graphic Design, Performance Management, Team Building, Customer Service, Long-term Customer..., Account Management, Actimize, Business Development, Investments, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, PowerPoint, Sales, Time Management, Finance, Financial Services
Education
Hofstra University 2010 — 2013
Master of Business Administration (MBA), Management
Fashion Institute of Technology 2000 — 2004
Bachelor of Arts (BA), Advertising and Marketing Communications
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
Atul Joshi's Citigroup Global Markets Inc. Experience 2004 - 2006
Job Managing Partner at Raga Partners LLC
Industry Investment Management
Experience
Raga Partners LLC 2013 - Present
Standard International Management LLC 2014 - Present
Estimize 2015 - Present
iSENTIUM, LLC 2013 - Present
Kohlberg Kravis Roberts & Co. L.P. 2011 - 2013
Goldman, Sachs & Co. 2006 - 2010
Citigroup Global Markets, Inc. 2004 - 2006
Endeavor 2004 - 2004
Education
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Economics
University of Pennsylvania 1999 — 2003
BA, International Studies
The University of Chicago - Booth School of Business
Executive Education Program, Certificate in Private Wealth Management
Northern Valley Regional High School at Old Tappan 1995 — 1999
Raga Partners LLC 2013 - Present
Standard International Management LLC 2014 - Present
Estimize 2015 - Present
iSENTIUM, LLC 2013 - Present
Kohlberg Kravis Roberts & Co. L.P. 2011 - 2013
Goldman, Sachs & Co. 2006 - 2010
Citigroup Global Markets, Inc. 2004 - 2006
Endeavor 2004 - 2004
Education
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Economics
University of Pennsylvania 1999 — 2003
BA, International Studies
The University of Chicago - Booth School of Business
Executive Education Program, Certificate in Private Wealth Management
Northern Valley Regional High School at Old Tappan 1995 — 1999
Alexander Wugalter Alexander Wugalter's Citigroup Global Markets Inc. Experience August 2011 - April 2013
Job Senior Quantitative Researcher at Ellington Management Group
Industry Banking
Experience
Ellington Management Group September 2014 - Present
Sumitomo Mitsui Banking Corporation April 2013 - September 2014
Citi August 2011 - April 2013
Citigroup Global Markets, Inc. August 2011 - April 2013
Roland Berger Strategy Consultants February 2006 - April 2006
Skills
Quantitative Finance, Stochastic Calculus, Hedging, Equity Derivatives, Pricing, Matlab, VBA, R, C++, KDB, FX trading, Microsoft Excel, Perl, CVA, C#, Quantitative Analytics, Fixed Income, Equities, Derivatives, Electronic Trading, FX Options, Bloomberg, Trading, Hedge Funds
Education
Princeton University 2007 — 2011
Doctor of Philosophy, Operations Research and Financial Engineering
Princeton University
Doctor of Philosophy, Operations Research and Financial Engineering
The University of Chicago 2006 — 2007
Master of Science, Financial Mathematics
Ludwig-Maximilians Universität München
Business Mathematics
The University of Chicago
Master of Science, Financial Mathematics
Ludwig-Maximilian University
Bachelor’s degree, Business Mathematics; Business Mathematics
Gisela-Gymansium
Gisela-Gymansium
Ellington Management Group September 2014 - Present
Sumitomo Mitsui Banking Corporation April 2013 - September 2014
Citi August 2011 - April 2013
Citigroup Global Markets, Inc. August 2011 - April 2013
Roland Berger Strategy Consultants February 2006 - April 2006
Skills
Quantitative Finance, Stochastic Calculus, Hedging, Equity Derivatives, Pricing, Matlab, VBA, R, C++, KDB, FX trading, Microsoft Excel, Perl, CVA, C#, Quantitative Analytics, Fixed Income, Equities, Derivatives, Electronic Trading, FX Options, Bloomberg, Trading, Hedge Funds
Education
Princeton University 2007 — 2011
Doctor of Philosophy, Operations Research and Financial Engineering
Princeton University
Doctor of Philosophy, Operations Research and Financial Engineering
The University of Chicago 2006 — 2007
Master of Science, Financial Mathematics
Ludwig-Maximilians Universität München
Business Mathematics
The University of Chicago
Master of Science, Financial Mathematics
Ludwig-Maximilian University
Bachelor’s degree, Business Mathematics; Business Mathematics
Gisela-Gymansium
Gisela-Gymansium
Scott Robinson Scott Robinson's Citigroup Global Markets Inc. Experience 2006 - 2008
Job Managing Director, Oberon Securities, LLC
Industry Real Estate
Experience
Oberon Securities, LLC 2013 - Present
Monmouth Real Estate Investment Corporation (NYSE: MNR) 2005 - Present
New York University 2003 - Present
Cadence Capital Group, LLC 2009 - 2013
Macquarie Group 2008 - 2009
Citigroup Global Markets, Inc. 2006 - 2008
Standard & Poor's 1998 - 2006
Advanced Real Estate Services 1994 - 1997
Skills
Valuation, Structured Finance, Real Estate Economics, Due Diligence, Real Estate, Financial Structuring, Capital Markets, Commercial Real Estate, Corporate Finance, Investments, Mergers & Acquisitions, Acquisitions, Strategy, Investment Strategies, Securitization, Equities, Credit Risk, Underwriting, Credit Analysis, REIT, Private Equity, CMBS
Education
New York University
MS, Real Estate Finance & Investment
University of California, Riverside
BS, Economics with a minor in Accounting
Oberon Securities, LLC 2013 - Present
Monmouth Real Estate Investment Corporation (NYSE: MNR) 2005 - Present
New York University 2003 - Present
Cadence Capital Group, LLC 2009 - 2013
Macquarie Group 2008 - 2009
Citigroup Global Markets, Inc. 2006 - 2008
Standard & Poor's 1998 - 2006
Advanced Real Estate Services 1994 - 1997
Skills
Valuation, Structured Finance, Real Estate Economics, Due Diligence, Real Estate, Financial Structuring, Capital Markets, Commercial Real Estate, Corporate Finance, Investments, Mergers & Acquisitions, Acquisitions, Strategy, Investment Strategies, Securitization, Equities, Credit Risk, Underwriting, Credit Analysis, REIT, Private Equity, CMBS
Education
New York University
MS, Real Estate Finance & Investment
University of California, Riverside
BS, Economics with a minor in Accounting
Melissa Yuan Guan Melissa Yuan Guan's Citigroup Global Markets Inc. Experience August 2013 - Present
Job Investment BankingFixed Income Associate at Citi
Industry Investment Banking
Experience
Citigroup Global Markets, Inc. August 2013 - Present
Industrial and Commercial Bank of China May 2011 - July 2012
Industrial Bank, Co., Ltd July 2010 - September 2010
Dezhou Bank July 2009 - August 2009
China Venture Investment Consulting Group March 2009 - June 2009
Skills
Bloomberg, Banking, Financial Modeling, Credit Analysis, Investment Banking, Financial Analysis, Valuation, Credit, Commercial Banking, Bloomberg Terminal, Portfolio Management, Corporate Finance, Derivatives, Credit Risk, Fixed Income, Equities, Capital Markets, Investments, Capital IQ, Equity Research, Economics, Financial Statement..., Analysis, Due Diligence, Finance, Quantitative Analytics, Equity Valuation, Financial Reporting, Financial Services, Emerging Markets, Quantitative Finance, Competitive Analysis
Education
University of Rochester 2012 — 2013
Master's Degree, Finance and Financial Management Services
William E. Simon School of Business 2012 — 2013
Master's Degree, Finance and Financial Management Services, Merit Scholarship Recipient
University of International Business and Economics 2007 — 2011
Bachelor's degree, Economics and Finance
United Nations- UNCTAD Virtual Institute Study Tour at UN Geneva, Switzerland 2010 — 2010
Citigroup Global Markets, Inc. August 2013 - Present
Industrial and Commercial Bank of China May 2011 - July 2012
Industrial Bank, Co., Ltd July 2010 - September 2010
Dezhou Bank July 2009 - August 2009
China Venture Investment Consulting Group March 2009 - June 2009
Skills
Bloomberg, Banking, Financial Modeling, Credit Analysis, Investment Banking, Financial Analysis, Valuation, Credit, Commercial Banking, Bloomberg Terminal, Portfolio Management, Corporate Finance, Derivatives, Credit Risk, Fixed Income, Equities, Capital Markets, Investments, Capital IQ, Equity Research, Economics, Financial Statement..., Analysis, Due Diligence, Finance, Quantitative Analytics, Equity Valuation, Financial Reporting, Financial Services, Emerging Markets, Quantitative Finance, Competitive Analysis
Education
University of Rochester 2012 — 2013
Master's Degree, Finance and Financial Management Services
William E. Simon School of Business 2012 — 2013
Master's Degree, Finance and Financial Management Services, Merit Scholarship Recipient
University of International Business and Economics 2007 — 2011
Bachelor's degree, Economics and Finance
United Nations- UNCTAD Virtual Institute Study Tour at UN Geneva, Switzerland 2010 — 2010
Daniel Esdorn's Citigroup Global Markets Inc. Experience 2007 - 2010
Job Associate, Hines Interests
Industry Real Estate
Experience
Related June 2012 - August 2012
Citigroup Global Markets, Inc. 2007 - 2010
The Carlyle Group February 2007 - May 2007
Citigroup Global Markets, Inc. May 2006 - August 2006
Education
Tuck School of Business at Dartmouth 2011 — 2013
Masters of Business Administration, Class of 2013
Georgetown University 2003 — 2007
BA, magna cum laude
Related June 2012 - August 2012
Citigroup Global Markets, Inc. 2007 - 2010
The Carlyle Group February 2007 - May 2007
Citigroup Global Markets, Inc. May 2006 - August 2006
Education
Tuck School of Business at Dartmouth 2011 — 2013
Masters of Business Administration, Class of 2013
Georgetown University 2003 — 2007
BA, magna cum laude
Taiye Doherty, MBA Taiye Doherty, MBA's Citigroup Global Markets Inc. Experience October 2010 - December 2013
Job Senior Consultant at Internet Securities, Inc.
Industry Financial Services
Experience
Keffi Risk Management February 2014 - Present
Internet Securities, Inc. January 2014 - February 2014
Citigroup Global Markets, Inc. October 2010 - December 2013
Internet Securities, Inc. February 2006 - October 2010
Merrill Lynch January 1998 - January 2006
Skills
Financial Planning and..., Corporate Finance, Business Valuation, Financial Modeling, Forecasting, Budgeting, Capital Budgeting, Finance, Budgets, Portfolio Management, Mergers, Private Equity, Financial Analysis, Managerial Finance, Business Development, Management Consulting, Investment Banking, Equities, Valuation, Banking, Emerging Markets, Due Diligence, Investments, Capital Markets, Strategic Financial..., Wealth Management, Asset Managment, Venture Capital, Investment Management, Fixed Income, Alternative Investments, Risk Management, Securities, Hedge Funds, Mergers & Acquisitions, Executive Management, Analysis, Financial Risk, Investment Strategies, Financial Markets, Derivatives, Project Finance, Investment Advisory, Trading, Financial Structuring, Credit, Credit Risk, Structured Finance, Financial Services, Equity Research
Education
St. Mary's College 2010 — 2012
Master; MBA program, Finance
LA SALLE UNIVERSITAT 2011 — 2011
La Salle Universitat Ramon Llull, Barcelona Spain 2011 — 2011
EMBA, Global Executive MBA Program
University of Antwerp - Antwerp Management School 2011 — 2011
Master of Business Administration (MBA), Doing Business in Eurpoe
Saint Mary's College of California 2010 — 2011
MBA, Global Executive MBA Program
Golden Gate University
B.A, Economics & Finance
St. Mary's College of California
Bachelor of Arts, Economics and Finance
Keffi Risk Management February 2014 - Present
Internet Securities, Inc. January 2014 - February 2014
Citigroup Global Markets, Inc. October 2010 - December 2013
Internet Securities, Inc. February 2006 - October 2010
Merrill Lynch January 1998 - January 2006
Skills
Financial Planning and..., Corporate Finance, Business Valuation, Financial Modeling, Forecasting, Budgeting, Capital Budgeting, Finance, Budgets, Portfolio Management, Mergers, Private Equity, Financial Analysis, Managerial Finance, Business Development, Management Consulting, Investment Banking, Equities, Valuation, Banking, Emerging Markets, Due Diligence, Investments, Capital Markets, Strategic Financial..., Wealth Management, Asset Managment, Venture Capital, Investment Management, Fixed Income, Alternative Investments, Risk Management, Securities, Hedge Funds, Mergers & Acquisitions, Executive Management, Analysis, Financial Risk, Investment Strategies, Financial Markets, Derivatives, Project Finance, Investment Advisory, Trading, Financial Structuring, Credit, Credit Risk, Structured Finance, Financial Services, Equity Research
Education
St. Mary's College 2010 — 2012
Master; MBA program, Finance
LA SALLE UNIVERSITAT 2011 — 2011
La Salle Universitat Ramon Llull, Barcelona Spain 2011 — 2011
EMBA, Global Executive MBA Program
University of Antwerp - Antwerp Management School 2011 — 2011
Master of Business Administration (MBA), Doing Business in Eurpoe
Saint Mary's College of California 2010 — 2011
MBA, Global Executive MBA Program
Golden Gate University
B.A, Economics & Finance
St. Mary's College of California
Bachelor of Arts, Economics and Finance
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
Tatiana Iliczewa, CFA's Citigroup Global Markets Inc. Experience September 2009 - Present
Job Director and Senior Credit Officer, Institutional Clients Group, Citigroup Global Markets. Inc.
Industry Banking
Experience
Citigroup Global Markets. Inc. September 2009 - Present
AIG Global Investment Group 2000 - 2009
Skills
Credit Risk Management..., Reorganization and..., Fundamental Credit..., Risk Management, Valuation, Negotiation, Distressed Debt, High Yield Bonds, Leveraged Loans, Large Cap and Middle..., Emerging Markets, Strategy, Credit Analysis, Fixed Income, Credit, Credit Risk, Leveraged Finance, Corporate Finance, Financial Structuring, Investments, Restructuring, Capital Markets, Investment Banking, Portfolio Management
Education
New York University’s Leonard N. Stern School of Business
Master of Science (MS), Risk Management
CFA Institute
CFA Charterholder
George Mason University
Master of Business Administration (MBA), Finance, General
The Academy of Economics, Poznan, Poland
Bachelor of Arts (BA), Economics
Citigroup Global Markets. Inc. September 2009 - Present
AIG Global Investment Group 2000 - 2009
Skills
Credit Risk Management..., Reorganization and..., Fundamental Credit..., Risk Management, Valuation, Negotiation, Distressed Debt, High Yield Bonds, Leveraged Loans, Large Cap and Middle..., Emerging Markets, Strategy, Credit Analysis, Fixed Income, Credit, Credit Risk, Leveraged Finance, Corporate Finance, Financial Structuring, Investments, Restructuring, Capital Markets, Investment Banking, Portfolio Management
Education
New York University’s Leonard N. Stern School of Business
Master of Science (MS), Risk Management
CFA Institute
CFA Charterholder
George Mason University
Master of Business Administration (MBA), Finance, General
The Academy of Economics, Poznan, Poland
Bachelor of Arts (BA), Economics
Eli Gordon Eli Gordon's Citigroup Global Markets Inc. Experience January 2006 - July 2007
Job CoFounder and President at Kandela, LLC
Industry Consumer Services
Experience
Kandela, LLC November 2012 - Present
Vantium Capital, Inc. September 2011 - October 2012
ALM November 2007 - September 2011
Citigroup Global Markets, Inc. January 2006 - July 2007
Feld Winters Financial, LLC September 2004 - December 2005
Skills
Finance, Real Estate, Business Development, Entrepreneurship, Financial Modeling, Accounting, Marketing, Operations Management, Business Strategy, Process Engineering
Education
UCLA
B.A., Business Economics, magna cum laude, minors in Accounting & Political Science
Kandela, LLC November 2012 - Present
Vantium Capital, Inc. September 2011 - October 2012
ALM November 2007 - September 2011
Citigroup Global Markets, Inc. January 2006 - July 2007
Feld Winters Financial, LLC September 2004 - December 2005
Skills
Finance, Real Estate, Business Development, Entrepreneurship, Financial Modeling, Accounting, Marketing, Operations Management, Business Strategy, Process Engineering
Education
UCLA
B.A., Business Economics, magna cum laude, minors in Accounting & Political Science
Henry J. Sanchez Henry J. Sanchez's Citigroup Global Markets Inc. Experience August 2005 - February 2008
Job Finance Professional
Industry Financial Services
Experience
Global Banking Solutions, LLC June 2014 - September 2014
Self Employed October 2010 - May 2014
State Street Global Services - AIS f/k/a Mourant Fund Services, LLC February 2010 - June 2010
Citigroup Global Markets June 2009 - October 2009
Citigroup Global Markets, Inc. August 2005 - February 2008
JPMorgan Partners, LLC December 2001 - August 2005
JPMorgan Partners 2000 - 2005
JPMorgan Partners, LLC November 2000 - December 2001
Merrill Lynch February 1997 - November 2000
Merrill Lynch & Co February 1997 - November 2000
Skills
Alternative Investments, Private Equity, Equities, Valuation, Treasury Management, Hedge Funds, Due Diligence, Derivatives, Mergers, Investments, Financial Risk, Finance, Mergers & Acquisitions, Securities, Financial Modeling, Corporate Finance, Accounting, Financial Structuring, Mutual Funds, Financial Analysis, Capital Markets, Financial Reporting, Risk Management, Financial Services
Education
Kean University 1988 — 1994
BS, Finance
Corporate Training Courses
Global Banking Solutions, LLC June 2014 - September 2014
Self Employed October 2010 - May 2014
State Street Global Services - AIS f/k/a Mourant Fund Services, LLC February 2010 - June 2010
Citigroup Global Markets June 2009 - October 2009
Citigroup Global Markets, Inc. August 2005 - February 2008
JPMorgan Partners, LLC December 2001 - August 2005
JPMorgan Partners 2000 - 2005
JPMorgan Partners, LLC November 2000 - December 2001
Merrill Lynch February 1997 - November 2000
Merrill Lynch & Co February 1997 - November 2000
Skills
Alternative Investments, Private Equity, Equities, Valuation, Treasury Management, Hedge Funds, Due Diligence, Derivatives, Mergers, Investments, Financial Risk, Finance, Mergers & Acquisitions, Securities, Financial Modeling, Corporate Finance, Accounting, Financial Structuring, Mutual Funds, Financial Analysis, Capital Markets, Financial Reporting, Risk Management, Financial Services
Education
Kean University 1988 — 1994
BS, Finance
Corporate Training Courses
Joe Nissim, CFP® Joe Nissim, CFP®'s Citigroup Global Markets Inc. Experience May 2003 - June 2006
Job Managing Director Nissim Investment Group, LLC
Industry Financial Services
Experience
Nissim Investment Group, LLC May 2011 - Present
Strengthlete, LLC July 2011 - Present
Lynx Capital Partners April 2010 - July 2010
Morgan Stanley Smith Barney May 2003 - April 2010
Citigroup Global Markets, Inc. May 2003 - June 2006
Skills
Investments, Portfolio Management, Investment Strategies, Finance, Retirement Planning, Asset Managment, Leadership, Options, Asset Management, Risk Management, Equities, Trading, Strategic Financial..., Financial Analysis, Capital Markets, Management, Financial Modeling, Alternative Investments, Financial Services
Education
Rutgers University-New Brunswick 2002 — 2006
BS, Finance
Nissim Investment Group, LLC May 2011 - Present
Strengthlete, LLC July 2011 - Present
Lynx Capital Partners April 2010 - July 2010
Morgan Stanley Smith Barney May 2003 - April 2010
Citigroup Global Markets, Inc. May 2003 - June 2006
Skills
Investments, Portfolio Management, Investment Strategies, Finance, Retirement Planning, Asset Managment, Leadership, Options, Asset Management, Risk Management, Equities, Trading, Strategic Financial..., Financial Analysis, Capital Markets, Management, Financial Modeling, Alternative Investments, Financial Services
Education
Rutgers University-New Brunswick 2002 — 2006
BS, Finance
Samuel Allmendinger Samuel Allmendinger's Citigroup Global Markets Inc. Experience April 2015 - Present
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citigroup Global Markets, Inc. April 2015 - Present
Kamylon Capital, LLC May 2014 - April 2015
Education
Northeastern University
Bachelor of Science, Business Administration (Finance) & Economics
Citigroup Global Markets, Inc. April 2015 - Present
Kamylon Capital, LLC May 2014 - April 2015
Education
Northeastern University
Bachelor of Science, Business Administration (Finance) & Economics
Patrick Y. Shim's Citigroup Global Markets Inc. Experience December 2006 - January 2009
Job Senior VP & Head of Strategic Business Division at Hana Financial, Inc.
Industry Financial Services
Experience
Hana Financial, Inc. February 2015 - Present
Wells Fargo Advisors, LLC January 2010 - February 2015
Bluepine Associates, LLC January 2009 - February 2015
Citigroup Global Markets, Inc. December 2006 - January 2009
Ridgestone Corporation May 2004 - December 2006
Vanquish Enterprises, Inc. November 2002 - May 2004
Education
Claremont McKenna College
Economics
Hana Financial, Inc. February 2015 - Present
Wells Fargo Advisors, LLC January 2010 - February 2015
Bluepine Associates, LLC January 2009 - February 2015
Citigroup Global Markets, Inc. December 2006 - January 2009
Ridgestone Corporation May 2004 - December 2006
Vanquish Enterprises, Inc. November 2002 - May 2004
Education
Claremont McKenna College
Economics
John Ramsay John Ramsay's Citigroup Global Markets Inc. Experience July 2003 - November 2008
Job Chief Market Policy Officer at IEX Group, Inc.
Industry Financial Services
Experience
IEX Group, Inc. July 2014 - Present
U.S. Securities and Exchange Commission December 2012 - March 2014
U.S. Securities and Exchange Commission September 2010 - December 2010
The Regulatory Fundamentals Group LLC January 2009 - September 2010
Citigroup Global Markets, Inc. July 2003 - November 2008
The Bond Market Association May 2001 - July 2003
Morgan, Lewis & Bockius LLP October 1999 - May 2001
Financial Industry Regulatory Authority (FINRA) February 1996 - October 1999
Commodity Futures Trading Commission August 1994 - February 1996
U.S. Securities and Exchange Commission August 1989 - August 1994
Skills
Equities, Trading Systems, Capital Markets, Hedge Funds, Derivatives, Securities, Electronic Trading, Financial Markets, Series 7, Equity Trading, Market Data
Education
University of Michigan Law School 1981 — 1984
Juris Doctor (J.D.)
The University of Texas at Austin 1977 — 1981
Bachelor's Degree, Government and Psychology
IEX Group, Inc. July 2014 - Present
U.S. Securities and Exchange Commission December 2012 - March 2014
U.S. Securities and Exchange Commission September 2010 - December 2010
The Regulatory Fundamentals Group LLC January 2009 - September 2010
Citigroup Global Markets, Inc. July 2003 - November 2008
The Bond Market Association May 2001 - July 2003
Morgan, Lewis & Bockius LLP October 1999 - May 2001
Financial Industry Regulatory Authority (FINRA) February 1996 - October 1999
Commodity Futures Trading Commission August 1994 - February 1996
U.S. Securities and Exchange Commission August 1989 - August 1994
Skills
Equities, Trading Systems, Capital Markets, Hedge Funds, Derivatives, Securities, Electronic Trading, Financial Markets, Series 7, Equity Trading, Market Data
Education
University of Michigan Law School 1981 — 1984
Juris Doctor (J.D.)
The University of Texas at Austin 1977 — 1981
Bachelor's Degree, Government and Psychology
Daniel van den Bergh's Citigroup Global Markets Inc. Experience 2007 - 2009
Job Head of Projects, Lumiata
Industry Hospital & Health Care
Experience
Lumiata 2015 - Present
Longitude Capital 2014 - 2015
The Wharton School 2013 - 2015
Safeguard Scientifics, Inc. 2011 - 2013
EuroConsult Capital, LLC 2009 - 2011
Citigroup Global Markets, Inc. 2007 - 2009
Lux Capital Group, LLC 2006 - 2006
Merck Serono S.A. 2004 - 2004
Skills
Digital Health, Healthcare IT, Venture Capital, Financial Modeling, Private Equity, Mergers & Acquisitions, Emerging Growth..., Diagnostics, Investment Banking, Medical Devices, Corporate Development, Healthcare, Mergers, Investments, Due Diligence, Valuation, M&A experience, Private Equity/Venture..., Corporate Finance, Clinical Trials, Strategy, Biotechnology, Life Sciences, Pharmaceutical Industry, Growth Capital, Lifesciences
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Health Care Management & Entrepreneurial Management
Cornell University 2003 — 2007
BSc, Biological Engineering / Applied Economics
Gymnase de Beaulieu 1999 — 2002
Swiss Federal Baccalaureate (High School), Biology & Chemistry
Lumiata 2015 - Present
Longitude Capital 2014 - 2015
The Wharton School 2013 - 2015
Safeguard Scientifics, Inc. 2011 - 2013
EuroConsult Capital, LLC 2009 - 2011
Citigroup Global Markets, Inc. 2007 - 2009
Lux Capital Group, LLC 2006 - 2006
Merck Serono S.A. 2004 - 2004
Skills
Digital Health, Healthcare IT, Venture Capital, Financial Modeling, Private Equity, Mergers & Acquisitions, Emerging Growth..., Diagnostics, Investment Banking, Medical Devices, Corporate Development, Healthcare, Mergers, Investments, Due Diligence, Valuation, M&A experience, Private Equity/Venture..., Corporate Finance, Clinical Trials, Strategy, Biotechnology, Life Sciences, Pharmaceutical Industry, Growth Capital, Lifesciences
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Health Care Management & Entrepreneurial Management
Cornell University 2003 — 2007
BSc, Biological Engineering / Applied Economics
Gymnase de Beaulieu 1999 — 2002
Swiss Federal Baccalaureate (High School), Biology & Chemistry
Paul Milani Paul Milani's Citigroup Global Markets Inc. Experience June 2011 - March 2013
Job Experienced M&A and Investment Professional
Industry Venture Capital & Private Equity
Experience
RetailMeNot, Inc. January 2015 - August 2015
Newstone Capital Partners, LLC April 2013 - January 2015
Citigroup Global Markets, Inc. June 2011 - March 2013
LivingSocial October 2010 - May 2011
Citigroup Global Markets, Inc. June 2010 - August 2010
Skills
Valuation, Financial Modeling, LBO, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Credit Analysis, Investment Analysis, M&A Modeling, Due Diligence, Mergers & Acquisitions, Data Analysis, Microsoft Office, Karaoke, Investments
Education
Georgetown University 2007 — 2011
Bachelor's Degree, English Literature (with Honors)
Christopher Columbus High School 2003 — 2007
RetailMeNot, Inc. January 2015 - August 2015
Newstone Capital Partners, LLC April 2013 - January 2015
Citigroup Global Markets, Inc. June 2011 - March 2013
LivingSocial October 2010 - May 2011
Citigroup Global Markets, Inc. June 2010 - August 2010
Skills
Valuation, Financial Modeling, LBO, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Credit Analysis, Investment Analysis, M&A Modeling, Due Diligence, Mergers & Acquisitions, Data Analysis, Microsoft Office, Karaoke, Investments
Education
Georgetown University 2007 — 2011
Bachelor's Degree, English Literature (with Honors)
Christopher Columbus High School 2003 — 2007
Stephen Kearns Stephen Kearns's Citigroup Global Markets Inc. Experience January 2014 - Present
Job Assistant Vice President Compliance
Industry Financial Services
Experience
Citigroup Global Markets, Inc. January 2014 - Present
Financial Industry Regulatory Authority October 2011 - January 2014
Lincoln Educational Services August 2009 - October 2011
Skills
Options, Trading, Equity Derivatives, Equities, Management, Marketing, Public Speaking, Analysis, Market Making, Securities, Risk Management
Education
Baruch College 2012 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Marist College 2005 — 2009
B.S., Business Administration - Finance
Citigroup Global Markets, Inc. January 2014 - Present
Financial Industry Regulatory Authority October 2011 - January 2014
Lincoln Educational Services August 2009 - October 2011
Skills
Options, Trading, Equity Derivatives, Equities, Management, Marketing, Public Speaking, Analysis, Market Making, Securities, Risk Management
Education
Baruch College 2012 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Marist College 2005 — 2009
B.S., Business Administration - Finance
Brooks Klimley Brooks Klimley's Citigroup Global Markets Inc. Experience 2001 - 2004
Job Managing Director at The Silverfern Group
Industry Banking
Experience
Antero Midstream Partners, LP. March 2015 - Present
The Silverfern Group October 2013 - Present
Columbia University 2010 - Present
Brooks J. Klimley & Associates 2009 - September 2013
CIT Energy 2005 - 2007
Citigroup Global Markets, Inc. 2001 - 2004
Bear Stearns & Co. Inc. 1998 - 2001
UBS Securities Co., Ltd 1995 - 1998
Kidder, Peabody & Co. Incorporated 1984 - 1994
Skills
Investment Banking, Corporate Finance, Corporate Development, Strategic Consulting, M&A Advisory Services, Energy Finance, Private Equity, Capital Markets, Equities, Tax Driven Finance, Project Finance, Asset Based Finance, Alternative Investments, Convertible Securities, Natural Resources, Structured Finance, Strategy, Valuation, Venture Capital, Financial Services, Finance, Mergers & Acquisitions, Financial Structuring, Emerging Markets
Education
Oxford University 1979 — 1981
BA/MA, Jurisprudence (Law)
Columbia University in the City of New York 1975 — 1979
BA, Economics and History
Phillips Andover Academy 1971 — 1975
Graduate, Liberal Arts
Antero Midstream Partners, LP. March 2015 - Present
The Silverfern Group October 2013 - Present
Columbia University 2010 - Present
Brooks J. Klimley & Associates 2009 - September 2013
CIT Energy 2005 - 2007
Citigroup Global Markets, Inc. 2001 - 2004
Bear Stearns & Co. Inc. 1998 - 2001
UBS Securities Co., Ltd 1995 - 1998
Kidder, Peabody & Co. Incorporated 1984 - 1994
Skills
Investment Banking, Corporate Finance, Corporate Development, Strategic Consulting, M&A Advisory Services, Energy Finance, Private Equity, Capital Markets, Equities, Tax Driven Finance, Project Finance, Asset Based Finance, Alternative Investments, Convertible Securities, Natural Resources, Structured Finance, Strategy, Valuation, Venture Capital, Financial Services, Finance, Mergers & Acquisitions, Financial Structuring, Emerging Markets
Education
Oxford University 1979 — 1981
BA/MA, Jurisprudence (Law)
Columbia University in the City of New York 1975 — 1979
BA, Economics and History
Phillips Andover Academy 1971 — 1975
Graduate, Liberal Arts
David Gerson, CMA, PMP David Gerson, CMA, PMP's Citigroup Global Markets Inc. Experience July 2004 - March 2009
Job Accountant/Project Manager
Industry Financial Services
Experience
David Gerson Consulting March 2011 - Present
Citigroup Global Markets, Inc. July 2004 - March 2009
Smith Barney 1993 - 2004
Shearson Lehman Brothers 1986 - 1993
Shearson Lehman/American Express 1976 - 1986
Skills
Budgeting, P&L, General Ledger, Financial Systems, SOX, Financial Reporting, Accounting, Variance Analysis, Process Improvement, Team Building, Software Project..., Project Implementation, Sarbanes-Oxley Act, Budgets, PMO, Business Analysis, Mergers & Acquisitions, Project Management, Cross-functional Team..., Finance, Integration, Financial Services, Strategy, Management, Derivatives, Leadership, Fixed Income, Equities, Team Leadership, Financial Analysis, Business Process..., Risk Management, Financial Modeling, Consulting, Capital Markets, Analysis, Business Process, Vendor Management, Portfolio Management, Treasury Management, Managerial Finance, Trading, Analytics, Strategic Financial..., FX Options, Banking, Options, Financial Risk
Education
City University of New York-Brooklyn College 1971 — 1975
Bachelor of Science (B.S.), Accounting
David Gerson Consulting March 2011 - Present
Citigroup Global Markets, Inc. July 2004 - March 2009
Smith Barney 1993 - 2004
Shearson Lehman Brothers 1986 - 1993
Shearson Lehman/American Express 1976 - 1986
Skills
Budgeting, P&L, General Ledger, Financial Systems, SOX, Financial Reporting, Accounting, Variance Analysis, Process Improvement, Team Building, Software Project..., Project Implementation, Sarbanes-Oxley Act, Budgets, PMO, Business Analysis, Mergers & Acquisitions, Project Management, Cross-functional Team..., Finance, Integration, Financial Services, Strategy, Management, Derivatives, Leadership, Fixed Income, Equities, Team Leadership, Financial Analysis, Business Process..., Risk Management, Financial Modeling, Consulting, Capital Markets, Analysis, Business Process, Vendor Management, Portfolio Management, Treasury Management, Managerial Finance, Trading, Analytics, Strategic Financial..., FX Options, Banking, Options, Financial Risk
Education
City University of New York-Brooklyn College 1971 — 1975
Bachelor of Science (B.S.), Accounting
Ryan Brauchler Ryan Brauchler's Citigroup Global Markets Inc. Experience September 2013 - June 2014
Job Associate Structured Credit at Napier Park Global Capital
Industry Financial Services
Experience
Napier Park Global Capital June 2014 - Present
Citigroup Global Markets, Inc. September 2013 - June 2014
Citigroup Global Markets, Inc. June 2012 - September 2013
Citigroup Global Markets, Inc. May 2011 - August 2011
Crestone Capital Advisors January 2009 - May 2011
University of Colorado at Boulder December 2009 - May 2010
Presidents Leadership Institute May 2009 - May 2010
Presidents Leadership Institute December 2009 - April 2010
Citigroup Global Markets, Inc. 2010 - 2010
Judgment, Emotion, Decision, and Intuition Laboratory September 2008 - May 2009
Skills
Matlab, Statistical Modeling, Applied Econometrics, Trading Systems, FX Trading, Commodities Trading, Algorithmic Trading, Java, Microsoft Excel, VBA, Commodity, Econometrics, Risk Management, Artificial Intelligence, Machine Learning, Investment Banking, Financial Modeling, Trading System, Analysis, Strategy, FX trading, Portfolio Management, Investments, Finance, Quantitative Finance, Financial Analysis, Hedge Funds, Economics, Equities, Derivatives, Data Analysis, R, Bloomberg Terminal
Education
University of Colorado Boulder 2007 — 2011
BA Hons, Economics, Mathematics, Leadership Studies
Napier Park Global Capital June 2014 - Present
Citigroup Global Markets, Inc. September 2013 - June 2014
Citigroup Global Markets, Inc. June 2012 - September 2013
Citigroup Global Markets, Inc. May 2011 - August 2011
Crestone Capital Advisors January 2009 - May 2011
University of Colorado at Boulder December 2009 - May 2010
Presidents Leadership Institute May 2009 - May 2010
Presidents Leadership Institute December 2009 - April 2010
Citigroup Global Markets, Inc. 2010 - 2010
Judgment, Emotion, Decision, and Intuition Laboratory September 2008 - May 2009
Skills
Matlab, Statistical Modeling, Applied Econometrics, Trading Systems, FX Trading, Commodities Trading, Algorithmic Trading, Java, Microsoft Excel, VBA, Commodity, Econometrics, Risk Management, Artificial Intelligence, Machine Learning, Investment Banking, Financial Modeling, Trading System, Analysis, Strategy, FX trading, Portfolio Management, Investments, Finance, Quantitative Finance, Financial Analysis, Hedge Funds, Economics, Equities, Derivatives, Data Analysis, R, Bloomberg Terminal
Education
University of Colorado Boulder 2007 — 2011
BA Hons, Economics, Mathematics, Leadership Studies
Lars Ericson's Citigroup Global Markets Inc. Experience March 2010 - February 2011
Job
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
AppleOne October 2012 - March 2014
Catskills Research Company August 2012 - February 2014
Citigroup February 2011 - October 2012
Citigroup Global Markets, Inc. March 2010 - February 2011
Citigroup Global Markets, Inc. January 2008 - March 2010
Citibank December 1998 - December 2007
Citibank August 1995 - November 1998
Union Bank of Switzerland October 1994 - June 1995
Sumitomo Bank Capital Markets February 1994 - October 1994
Skills
Financial Risk, Trading Systems, Interest Rate..., Quantitative Finance, Structured Products, Derivatives, FX Options, Credit Derivatives, Fixed Income, Hedge Funds, Market Risk, Mathematica, C++, CUDA, OpenMP, Perl, Python, Oracle SQL, Sybase SQL Anywhere, Platform Symphony, Commodity Derivatives, Symphony, Quantitative Analytics, Trading, Swaps, Bloomberg, Risk Management, Portfolio Management, Equities, Valuation, Hedging, Credit Risk, Bonds, VAR, Equity Derivatives, Electronic Trading, Financial Markets, Commodity, Quantitative Investing, Capital Markets, Analytics, Market Data, Distributed Systems, Unix
Education
New York University 1983 — 1994
PhD, Computer Science
Carnegie Mellon University 1980 — 1983
B.S., Mathematics
University of Virginia 1977 — 1979
Undergraduate
Wells Fargo March 2014 - Present
AppleOne October 2012 - March 2014
Catskills Research Company August 2012 - February 2014
Citigroup February 2011 - October 2012
Citigroup Global Markets, Inc. March 2010 - February 2011
Citigroup Global Markets, Inc. January 2008 - March 2010
Citibank December 1998 - December 2007
Citibank August 1995 - November 1998
Union Bank of Switzerland October 1994 - June 1995
Sumitomo Bank Capital Markets February 1994 - October 1994
Skills
Financial Risk, Trading Systems, Interest Rate..., Quantitative Finance, Structured Products, Derivatives, FX Options, Credit Derivatives, Fixed Income, Hedge Funds, Market Risk, Mathematica, C++, CUDA, OpenMP, Perl, Python, Oracle SQL, Sybase SQL Anywhere, Platform Symphony, Commodity Derivatives, Symphony, Quantitative Analytics, Trading, Swaps, Bloomberg, Risk Management, Portfolio Management, Equities, Valuation, Hedging, Credit Risk, Bonds, VAR, Equity Derivatives, Electronic Trading, Financial Markets, Commodity, Quantitative Investing, Capital Markets, Analytics, Market Data, Distributed Systems, Unix
Education
New York University 1983 — 1994
PhD, Computer Science
Carnegie Mellon University 1980 — 1983
B.S., Mathematics
University of Virginia 1977 — 1979
Undergraduate
James Son's Citigroup Global Markets Inc. Experience July 2002 - April 2004
Job Director at Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable October 2011 - Present
American Express June 2010 - August 2010
WPP Group September 2006 - July 2009
Thomas Weisel Partners April 2004 - July 2006
Citigroup Global Markets, Inc. July 2002 - April 2004
Skills
Mergers, Corporate Development, Corporate Finance, Entrepreneurship, Digital Media, Mergers & Acquisitions, Finance, Investments, Online Advertising, Fixed Income
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Entrepreneurial Management
Georgetown University 1998 — 2002
B.S., Finance and Technology Management
Time Warner Cable October 2011 - Present
American Express June 2010 - August 2010
WPP Group September 2006 - July 2009
Thomas Weisel Partners April 2004 - July 2006
Citigroup Global Markets, Inc. July 2002 - April 2004
Skills
Mergers, Corporate Development, Corporate Finance, Entrepreneurship, Digital Media, Mergers & Acquisitions, Finance, Investments, Online Advertising, Fixed Income
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Entrepreneurial Management
Georgetown University 1998 — 2002
B.S., Finance and Technology Management
Estelle Adler's Citigroup Global Markets Inc. Experience August 2013 - Present
Job Director Operational Risk Group Manager, Citigroup Global Markets, Inc.
Industry Investment Management
Experience
Citigroup Global Markets, Inc. August 2013 - Present
Citi Capital Advisors, Citigroup November 2005 - August 2013
Citigroup 2003 - 2005
Microleasing LLP 2001 - 2003
Prudential Financial 1999 - 2001
MetLife 1998 - 1999
MetLife 1992 - 1998
Dollar Dry Dock Bank 1988 - 1992
Skills
Operational Risk..., Increasing Operational..., Business Profitability, Project Management, Compliance, Internal Controls, Controls Assessment, Strategic Planning, Compliance Testing, Auditing, Alternative Investments, Asset Managment, Investment Management, Hedge Funds, Retirement Savings, Defined Contribution, Qualified Retirement..., Retail Banking, Insurance, Group Insurance, Competitive Analysis, Financial Modeling, Financial Analysis, Risk Management, Product Management, Business Continuity..., Information Security..., Information Management, Asset Management, Management, Financial Services
Education
Columbia University - Columbia Business School
M.S., Business Management
Columbia University in the City of New York
M.S.
McGill University
Bachelor of Arts (B.A.), Psychology
Citigroup Global Markets, Inc. August 2013 - Present
Citi Capital Advisors, Citigroup November 2005 - August 2013
Citigroup 2003 - 2005
Microleasing LLP 2001 - 2003
Prudential Financial 1999 - 2001
MetLife 1998 - 1999
MetLife 1992 - 1998
Dollar Dry Dock Bank 1988 - 1992
Skills
Operational Risk..., Increasing Operational..., Business Profitability, Project Management, Compliance, Internal Controls, Controls Assessment, Strategic Planning, Compliance Testing, Auditing, Alternative Investments, Asset Managment, Investment Management, Hedge Funds, Retirement Savings, Defined Contribution, Qualified Retirement..., Retail Banking, Insurance, Group Insurance, Competitive Analysis, Financial Modeling, Financial Analysis, Risk Management, Product Management, Business Continuity..., Information Security..., Information Management, Asset Management, Management, Financial Services
Education
Columbia University - Columbia Business School
M.S., Business Management
Columbia University in the City of New York
M.S.
McGill University
Bachelor of Arts (B.A.), Psychology
Christopher I. Coppola's Citigroup Global Markets Inc. Experience May 2007 - January 2008
Job Client Manager at JPMorgan Chase Multifamily Lending
Industry Commercial Real Estate
Experience
Chase - Commercial Term Lending December 2013 - Present
M&T Bank March 2011 - December 2013
Doral Bank, FSB March 2008 - February 2011
Zenta (Formerly Blackheath Financial) May 2007 - January 2008
Citigroup Global Markets, Inc. May 2007 - January 2008
Doral Bank, FSB May 2000 - April 2007
Skills
Real Estate, Investment Properties, Portfolio Management, Credit, Commercial Real Estate, Banking, Underwriting, Commercial Mortgages, Loans, Financial Analysis, Valuation, Credit Analysis, Financial Modeling, Due Diligence, Real Estate Economics, Commercial Lending
Education
Fordham University - Graduate School of Business Administration 2005 — 2009
MBA
New York University 2004 — 2005
Certificate
Fordham University 1998 — 2002
BA
Dwight-Englewood School 1992 — 1998
High School Diploma
Chase - Commercial Term Lending December 2013 - Present
M&T Bank March 2011 - December 2013
Doral Bank, FSB March 2008 - February 2011
Zenta (Formerly Blackheath Financial) May 2007 - January 2008
Citigroup Global Markets, Inc. May 2007 - January 2008
Doral Bank, FSB May 2000 - April 2007
Skills
Real Estate, Investment Properties, Portfolio Management, Credit, Commercial Real Estate, Banking, Underwriting, Commercial Mortgages, Loans, Financial Analysis, Valuation, Credit Analysis, Financial Modeling, Due Diligence, Real Estate Economics, Commercial Lending
Education
Fordham University - Graduate School of Business Administration 2005 — 2009
MBA
New York University 2004 — 2005
Certificate
Fordham University 1998 — 2002
BA
Dwight-Englewood School 1992 — 1998
High School Diploma
Steve Digilio's Citigroup Global Markets Inc. Experience 1999 - 2005
Job VP Credit Risk Management at Mitsubishi UFJ Securities
Industry Financial Services
Experience
Mitsubishi UFJ Securities December 2013 - Present
Taylor Asset Management, Inc. July 2009 - December 2012
The Bank Notes 2007 - July 2009
MF Global June 2005 - December 2007
Citigroup Global Markets, Inc. 1999 - 2005
West Merchant Bank 1997 - 1999
Deutsche Bank 1994 - 1997
Keefe, Bruyette & Woods 1978 - 1982
American Savings Bank 1973 - 1978
Skills
Capital Markets, Derivatives, Investments, Credit Risk, Banking, Hedge Funds, Private Equity, Credit, Emerging Markets, Trading, Financial Services, Due Diligence, Community Banks, Research, Ratings, Risk Management, Counterparty Risk, Credit Analysis, Credit Rating, Credit Monitoring, Risk Monitoring, Equity Research, Equity Research Analysis, Value Investing, Investment Research, Bloomberg, Alternative Investments
Education
Pace University 1972 — 1978
Bachelor of Business Administration (BBA), Finance
Mitsubishi UFJ Securities December 2013 - Present
Taylor Asset Management, Inc. July 2009 - December 2012
The Bank Notes 2007 - July 2009
MF Global June 2005 - December 2007
Citigroup Global Markets, Inc. 1999 - 2005
West Merchant Bank 1997 - 1999
Deutsche Bank 1994 - 1997
Keefe, Bruyette & Woods 1978 - 1982
American Savings Bank 1973 - 1978
Skills
Capital Markets, Derivatives, Investments, Credit Risk, Banking, Hedge Funds, Private Equity, Credit, Emerging Markets, Trading, Financial Services, Due Diligence, Community Banks, Research, Ratings, Risk Management, Counterparty Risk, Credit Analysis, Credit Rating, Credit Monitoring, Risk Monitoring, Equity Research, Equity Research Analysis, Value Investing, Investment Research, Bloomberg, Alternative Investments
Education
Pace University 1972 — 1978
Bachelor of Business Administration (BBA), Finance
Kenneth Mino's Citigroup Global Markets Inc. Experience 2013 - Present
Job Vice President at Citigroup Global Markets, Inc.
Industry Financial Services
Experience
Citigroup Global Markets, Inc. 2013 - Present
KCM Consulting Corporation 2009 - 2013
MF Global Ltd. 2007 - 2009
KCM Consulting Corporation 2007 - 2007
UBS Wealth Management 2006 - 2006
UBS Wealth Management 2000 - 2006
PaineWebber 1999 - 2000
Prudential Securities 1995 - 1999
Merrill Lynch 1992 - 1993
Shearson Lehman Brothers 1988 - 1992
Skills
Credit Risk, Capital Markets, Securities, Credit, Derivatives, Equities, Collateral Management, Finance, Hedge Funds, Commodity, Investment Banking, Fixed Income, Structured Products, Trading, Options, Market Risk, FX Options
Education
Fordham University
Citigroup Global Markets, Inc. 2013 - Present
KCM Consulting Corporation 2009 - 2013
MF Global Ltd. 2007 - 2009
KCM Consulting Corporation 2007 - 2007
UBS Wealth Management 2006 - 2006
UBS Wealth Management 2000 - 2006
PaineWebber 1999 - 2000
Prudential Securities 1995 - 1999
Merrill Lynch 1992 - 1993
Shearson Lehman Brothers 1988 - 1992
Skills
Credit Risk, Capital Markets, Securities, Credit, Derivatives, Equities, Collateral Management, Finance, Hedge Funds, Commodity, Investment Banking, Fixed Income, Structured Products, Trading, Options, Market Risk, FX Options
Education
Fordham University
Jon Lindenberg's Citigroup Global Markets Inc. Experience January 1990 - September 2008
Job Managing Director at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ January 2009 - Present
Citigroup Global Markets, Inc. January 1990 - September 2008
Skills
Project Finance, Fixed Income Capital..., Private Equity, Infrastructure, Power, Oil and Gas, Mining
Education
University of Michigan Business School 1985 — 1987
MBA, Finance
Indiana University Bloomington 1981 — 1985
BS, Economics
Bank of Tokyo-Mitsubishi UFJ January 2009 - Present
Citigroup Global Markets, Inc. January 1990 - September 2008
Skills
Project Finance, Fixed Income Capital..., Private Equity, Infrastructure, Power, Oil and Gas, Mining
Education
University of Michigan Business School 1985 — 1987
MBA, Finance
Indiana University Bloomington 1981 — 1985
BS, Economics
Hugo Doetsch's Citigroup Global Markets Inc. Experience April 2011 - Present
Job Director at Citigroup Global Markets, Inc.
Industry Investment Banking
Experience
Citigroup Global Markets, Inc. April 2011 - Present
Citadel Investment Group August 2009 - April 2011
CIBC Capital Partners June 2008 - August 2009
Grove Street Advisors September 2006 - June 2008
Citigroup June 2005 - September 2006
Citigroup Global Markets June 2003 - June 2005
Skills
Valuation, Investment Banking, Financial Modeling, Equities, Capital Markets, Bloomberg
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2003
BS, Finance
University of Colorado Boulder 1998 — 2001
BA, Economics, Biochemistry
Citigroup Global Markets, Inc. April 2011 - Present
Citadel Investment Group August 2009 - April 2011
CIBC Capital Partners June 2008 - August 2009
Grove Street Advisors September 2006 - June 2008
Citigroup June 2005 - September 2006
Citigroup Global Markets June 2003 - June 2005
Skills
Valuation, Investment Banking, Financial Modeling, Equities, Capital Markets, Bloomberg
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2003
BS, Finance
University of Colorado Boulder 1998 — 2001
BA, Economics, Biochemistry
Laura Haggarty's Citigroup Global Markets Inc. Experience June 2002 - March 2005
Job Director, AIC Ventures
Industry Real Estate
Experience
All Web Leads, Inc. March 2014 - January 2015
All Web Leads, Inc. January 2012 - March 2014
All Web Leads, Inc. February 2010 - January 2012
Hawkeye Partners LP January 2007 - August 2009
Citigroup Global Markets, Inc. June 2002 - March 2005
Citigroup Global Markets, Inc December 2000 - June 2002
Prudential Financial June 1999 - December 2000
Skills
Lead Generation, Customer Acquisition, Business Development, Analytics, Marketing Strategy, Online Advertising, Product Marketing, Sales Management, Account Management, Marketing, Strategy, SEM, Start-ups, Strategic Account..., Financial Analysis, Principal Investing, Finance, Salesforce.com, Management, Investments, Email Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA, General
Georgetown University 1995 — 1999
B.S., Physics and English
All Web Leads, Inc. March 2014 - January 2015
All Web Leads, Inc. January 2012 - March 2014
All Web Leads, Inc. February 2010 - January 2012
Hawkeye Partners LP January 2007 - August 2009
Citigroup Global Markets, Inc. June 2002 - March 2005
Citigroup Global Markets, Inc December 2000 - June 2002
Prudential Financial June 1999 - December 2000
Skills
Lead Generation, Customer Acquisition, Business Development, Analytics, Marketing Strategy, Online Advertising, Product Marketing, Sales Management, Account Management, Marketing, Strategy, SEM, Start-ups, Strategic Account..., Financial Analysis, Principal Investing, Finance, Salesforce.com, Management, Investments, Email Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA, General
Georgetown University 1995 — 1999
B.S., Physics and English
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
Dave Peracchio's Citigroup Global Markets Inc. Experience March 1999 - December 2007
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - November 2014
Keystone Trading Group January 2009 - February 2011
Citigroup Global Markets, Inc. March 1999 - December 2007
Prudential Securities 1996 - 1999
KPMG 1990 - 1996
Skills
Series 7, Series 9/10, Series 55, Series 63, Series 66, Securities, Investments, Capital Markets, Trading, Hedge Funds, Bloomberg, Leadership, Fixed Income, Equity Trading, Portfolio Management, Options, Equities
Education
University of Scranton 1986 — 1990
B.S. Accounting
Morris Catholic H.S. 1982 — 1986
Merrill Lynch September 2009 - November 2014
Keystone Trading Group January 2009 - February 2011
Citigroup Global Markets, Inc. March 1999 - December 2007
Prudential Securities 1996 - 1999
KPMG 1990 - 1996
Skills
Series 7, Series 9/10, Series 55, Series 63, Series 66, Securities, Investments, Capital Markets, Trading, Hedge Funds, Bloomberg, Leadership, Fixed Income, Equity Trading, Portfolio Management, Options, Equities
Education
University of Scranton 1986 — 1990
B.S. Accounting
Morris Catholic H.S. 1982 — 1986
Marios (Mike) Kafantaris's Citigroup Global Markets Inc. Experience 1994 - 2008
Job President / Founder at Profitis Capital Services LLC
Industry Financial Services
Experience
Profitis Capital Services LLC March 2009 - Present
Citigroup Global Markets, Inc. 1994 - 2008
Skills
Derivatives, Fixed Income, Financial Markets, Bonds, Options, Swaps, Structured Finance, Interest Rate Risk..., Interest Rate Swaps, Rates, Analysis, Swaptions, Capital Markets, Securities
Education
Boston University 1990 — 1994
BA, Cum Laude, Economics, Business Administration
Profitis Capital Services LLC March 2009 - Present
Citigroup Global Markets, Inc. 1994 - 2008
Skills
Derivatives, Fixed Income, Financial Markets, Bonds, Options, Swaps, Structured Finance, Interest Rate Risk..., Interest Rate Swaps, Rates, Analysis, Swaptions, Capital Markets, Securities
Education
Boston University 1990 — 1994
BA, Cum Laude, Economics, Business Administration
Mike Giannettino's Citigroup Global Markets Inc. Experience 2000 - Present
Job Vice President / Technical Specialist at Citigroup
Industry Financial Services
Experience
Citigroup January 2000 - Present
Citigroup Global Markets, Inc. 2000 - Present
Citigroup Global Markets, Inc. 2000 - Present
Andersen Consulting September 1990 - April 2000
Abdersen Consulting January 1990 - December 1999
Education
Polytechnic University 1978 — 1984
Masters Of Science, Computer Science
Citigroup January 2000 - Present
Citigroup Global Markets, Inc. 2000 - Present
Citigroup Global Markets, Inc. 2000 - Present
Andersen Consulting September 1990 - April 2000
Abdersen Consulting January 1990 - December 1999
Education
Polytechnic University 1978 — 1984
Masters Of Science, Computer Science
Carmen Vargas's Citigroup Global Markets Inc. Experience 1997 - 2008
Job Senior Vice PresidentPublic Finance at BOSC, Inc.
Industry Investment Banking
Experience
BOSC, Inc. February 2015 - Present
Cabrera Capital Markets, LLC July 2010 - February 2015
Stone & Youngberg February 2008 - June 2010
Citigroup Global Markets, Inc. 1997 - 2008
Skills
Public Finance, Strategic Planning, Financial Analysis, Fixed Income, Bonds, Investment Banking, Financial Modeling, Securities, Capital Markets, Economics, Bloomberg, Structured Finance, Series 7, Investments, Due Diligence, Finance
Education
Brown University 1994 — 1998
BA, Political Science & Ethnic Studies
Baldwin Park High School 1990 — 1994
BOSC, Inc. February 2015 - Present
Cabrera Capital Markets, LLC July 2010 - February 2015
Stone & Youngberg February 2008 - June 2010
Citigroup Global Markets, Inc. 1997 - 2008
Skills
Public Finance, Strategic Planning, Financial Analysis, Fixed Income, Bonds, Investment Banking, Financial Modeling, Securities, Capital Markets, Economics, Bloomberg, Structured Finance, Series 7, Investments, Due Diligence, Finance
Education
Brown University 1994 — 1998
BA, Political Science & Ethnic Studies
Baldwin Park High School 1990 — 1994
Jon Wolfshohl's Citigroup Global Markets Inc. Experience 2005 - 2007
Job Retired
Industry Banking
Experience
Retired September 2010 - Present
International Finance Corporation August 2007 - September 2010
IFC 2007 - September 2010
Citi July 2005 - July 2007
Citigroup Global Markets, Inc. 2005 - 2007
Education
Texas A&M University 2000 — 2004
BBA, Finance
Texas A&M University - Mays Business School 2000 — 2004
BBA
Retired September 2010 - Present
International Finance Corporation August 2007 - September 2010
IFC 2007 - September 2010
Citi July 2005 - July 2007
Citigroup Global Markets, Inc. 2005 - 2007
Education
Texas A&M University 2000 — 2004
BBA, Finance
Texas A&M University - Mays Business School 2000 — 2004
BBA
Karen Alexander, CFA's Citigroup Global Markets Inc. Experience July 2007 - June 2010
Job Research Analyst at Institutional Capital
Industry Investment Management
Experience
Institutional Capital July 2012 - Present
Citadel Investment Group June 2011 - August 2011
Citigroup Global Markets, Inc. July 2007 - June 2010
Skills
Financial Modeling, Valuation, Investment Banking, Equity Research, Economics, Due Diligence, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance and Economics
Institutional Capital July 2012 - Present
Citadel Investment Group June 2011 - August 2011
Citigroup Global Markets, Inc. July 2007 - June 2010
Skills
Financial Modeling, Valuation, Investment Banking, Equity Research, Economics, Due Diligence, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance and Economics
Jamie Viceconte's Citigroup Global Markets Inc. Experience 2002 - 2009
Job Managing Director Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2013 - Present
GMG INVESTMENT ADVISORS, LLC / ODISEA ASSET MANAGEMENT, LLC 2009 - June 2013
Citigroup Global Markets, Inc. 2002 - 2009
Salomon Smith Barney 2000 - 2002
Salomon Brothers Inc 1993 - 2000
FBS Mortgage Corp. 1992 - 1993
JP Morgan Securities, Inc. 1987 - 1992
Skills
Derivatives, Credit, Investments, Risk Management, Structured Finance, Fixed Income, Finance, Private Equity, Portfolio Management, Real Estate, Securitization, Series 7, Valuation, Corporate Finance, Asset Managment, Loans, ABS, Capital Markets, Emerging Markets, Hedge Funds, Due Diligence, Financial Modeling, Financial Structuring, Alternative Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance/Economics
Fordham University - Gabelli School of Business 1981 — 1985
BS, Finance
AllianceBernstein August 2013 - Present
GMG INVESTMENT ADVISORS, LLC / ODISEA ASSET MANAGEMENT, LLC 2009 - June 2013
Citigroup Global Markets, Inc. 2002 - 2009
Salomon Smith Barney 2000 - 2002
Salomon Brothers Inc 1993 - 2000
FBS Mortgage Corp. 1992 - 1993
JP Morgan Securities, Inc. 1987 - 1992
Skills
Derivatives, Credit, Investments, Risk Management, Structured Finance, Fixed Income, Finance, Private Equity, Portfolio Management, Real Estate, Securitization, Series 7, Valuation, Corporate Finance, Asset Managment, Loans, ABS, Capital Markets, Emerging Markets, Hedge Funds, Due Diligence, Financial Modeling, Financial Structuring, Alternative Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance/Economics
Fordham University - Gabelli School of Business 1981 — 1985
BS, Finance
Joseph Sack's Citigroup Global Markets Inc. Experience 2002 - 2005
Job Owner, The Sack Law Firm PLLC
Industry Law Practice
Experience
The Sack Law Firm PLLC 2006 - Present
Citigroup Global Markets, Inc. 2002 - 2005
New York Stock Exchange, Inc. 2000 - 2002
Heidell Pittoni 1998 - 2000
Kings County District Attorney's Office 1994 - 1998
Skills
Trial Practice, Litigation, Commercial Litigation, Arbitration, Appeals, Legal Research, Government, Corporate Law, Civil Litigation, Courts, Securities Regulation, Business Litigation, Criminal Law, Land Use, Securities Litigation, Research, Criminal Defense
Education
Fordham University School of Law
College of the Holy Cross
Regis High School
The Sack Law Firm PLLC 2006 - Present
Citigroup Global Markets, Inc. 2002 - 2005
New York Stock Exchange, Inc. 2000 - 2002
Heidell Pittoni 1998 - 2000
Kings County District Attorney's Office 1994 - 1998
Skills
Trial Practice, Litigation, Commercial Litigation, Arbitration, Appeals, Legal Research, Government, Corporate Law, Civil Litigation, Courts, Securities Regulation, Business Litigation, Criminal Law, Land Use, Securities Litigation, Research, Criminal Defense
Education
Fordham University School of Law
College of the Holy Cross
Regis High School
Christopher Provost's Citigroup Global Markets Inc. Experience 2005 - 2006
Job Managing Director at Fulcrum Capital
Industry Capital Markets
Experience
Fulcrum Capital May 2011 - Present
Satellite Asset Management 2006 - 2009
Citigroup Global Markets, Inc. 2005 - 2006
Imperial Capital LLC 2003 - 2005
Akin Gump Strauss Hauer & Feld LLP 1999 - 2003
Kelley Drye & Warren LLP 1997 - 1999
Skills
Hedge Funds, Private Equity, Bankruptcy, Equities, Capital Markets, Securities, Investments, Portfolio Management, Leveraged Finance, Investment Banking, Trading, Alternative Investments, Emerging Markets, Restructuring
Education
Cornell Law School 1994 — 1997
University of Colorado at Boulder 1989 — 1993
Economics
Fulcrum Capital May 2011 - Present
Satellite Asset Management 2006 - 2009
Citigroup Global Markets, Inc. 2005 - 2006
Imperial Capital LLC 2003 - 2005
Akin Gump Strauss Hauer & Feld LLP 1999 - 2003
Kelley Drye & Warren LLP 1997 - 1999
Skills
Hedge Funds, Private Equity, Bankruptcy, Equities, Capital Markets, Securities, Investments, Portfolio Management, Leveraged Finance, Investment Banking, Trading, Alternative Investments, Emerging Markets, Restructuring
Education
Cornell Law School 1994 — 1997
University of Colorado at Boulder 1989 — 1993
Economics
Charise Sharpe Jcsharpe99's Citigroup Global Markets Inc. Experience March 1989 - December 2005
Job Compliance Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
OneMain Financial, Incorporated July 2011 - Present
Morgan Stanley Wealth Management April 2010 - July 2011
Citigroup Global Markets, Incorporated January 2006 - March 2009
Citigroup Global Markets, Inc. March 1989 - December 2005
Skills
Microsoft Excel, Microsoft Word
Education
Saint John's University
Bachelor of Science, Paralegal Studies
OneMain Financial, Incorporated July 2011 - Present
Morgan Stanley Wealth Management April 2010 - July 2011
Citigroup Global Markets, Incorporated January 2006 - March 2009
Citigroup Global Markets, Inc. March 1989 - December 2005
Skills
Microsoft Excel, Microsoft Word
Education
Saint John's University
Bachelor of Science, Paralegal Studies
Dennis G. Carter, Jr., CFP(R), CMFC(R)'s Citigroup Global Markets Inc. Experience February 2006 - October 2006
Job Vice President Sr. Relationship Manager at PNC
Industry Investment Management
Experience
PNC December 2013 - Present
Valley Forge Asset Management August 2011 - July 2013
Heritage Financial Consultants LLC October 2006 - July 2011
Citigroup Global Markets, Inc. February 2006 - October 2006
Legg Mason Wood Walker, Inc. July 1999 - February 2006
Mercantile-Safe Deposit & Trust October 1994 - July 1999
T. Rowe Price Associates February 1991 - October 1994
Education
Towson State University 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
University of Maryland College Park 1985 — 1987
PNC December 2013 - Present
Valley Forge Asset Management August 2011 - July 2013
Heritage Financial Consultants LLC October 2006 - July 2011
Citigroup Global Markets, Inc. February 2006 - October 2006
Legg Mason Wood Walker, Inc. July 1999 - February 2006
Mercantile-Safe Deposit & Trust October 1994 - July 1999
T. Rowe Price Associates February 1991 - October 1994
Education
Towson State University 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
University of Maryland College Park 1985 — 1987
AnnMarie Paniccia's Citigroup Global Markets Inc. Experience May 2000 - Present
Job Executive Assistant
Industry Investment Banking
Experience
Citigroup Global Markets, Inc. May 2000 - Present
Singer Limited September 1999 - May 2000
Landauer Associates September 1996 - September 1999
Andin International July 1994 - June 1996
Schwartz-Liebman Textiles April 1990 - June 1994
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, P2P
Education
Fashion Institute of Technology 1988 — 1994
Fashion Merchandising
Citigroup Global Markets, Inc. May 2000 - Present
Singer Limited September 1999 - May 2000
Landauer Associates September 1996 - September 1999
Andin International July 1994 - June 1996
Schwartz-Liebman Textiles April 1990 - June 1994
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, P2P
Education
Fashion Institute of Technology 1988 — 1994
Fashion Merchandising
Stephen Brenner's Citigroup Global Markets Inc. Experience January 2005 - June 2006
Job Vice President Compliance Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2006 - Present
Citigroup Global Markets, Inc. January 2005 - June 2006
JPMorgan Chase April 2001 - December 2004
Skills
Series 4, Series 7, Series 24, Series 63, Series 65, NY Life & Health..., Mutual Funds, Alternative Investments, Financial Services, Financial Risk, Financial Audits, Wealth Management, Risk Management, Trading Systems
Education
St. John's University 1994 — 1998
Bachelor of Science (B.S.), Political Science
JPMorgan Chase July 2006 - Present
Citigroup Global Markets, Inc. January 2005 - June 2006
JPMorgan Chase April 2001 - December 2004
Skills
Series 4, Series 7, Series 24, Series 63, Series 65, NY Life & Health..., Mutual Funds, Alternative Investments, Financial Services, Financial Risk, Financial Audits, Wealth Management, Risk Management, Trading Systems
Education
St. John's University 1994 — 1998
Bachelor of Science (B.S.), Political Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY