Citigroup Global Wealth Management
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Citigroup Global Wealth Management Employees
Employee
Years
Job
Industry
Christian Reynolds Christian Reynolds's Citigroup Global Wealth Management Experience July 2011 - March 2014
Job Global Management & Business Development Experience
Industry Banking
Experience
Citigroup Global Wealth Management July 2011 - March 2014
Citigroup International Personal Banking February 2007 - July 2011
Citibank, N.A. June 2005 - February 2007
Citibank, N.A. September 2003 - June 2005
Citibank, N.A. April 2000 - September 2003
Education
State University of New York College at Cortland
Bachelor of Arts (B.A.), Music
Citigroup Global Wealth Management July 2011 - March 2014
Citigroup International Personal Banking February 2007 - July 2011
Citibank, N.A. June 2005 - February 2007
Citibank, N.A. September 2003 - June 2005
Citibank, N.A. April 2000 - September 2003
Education
State University of New York College at Cortland
Bachelor of Arts (B.A.), Music
Joseph Stolfi Joseph Stolfi's Citigroup Global Wealth Management Experience 2007 - 2009
Job Senior Technology Officer
Industry Financial Services
Experience
Deutsche Bank 2014 - Present
Affusion Consulting 2010 - 2014
Citigroup Global Wealth Management 2007 - 2009
American Stock Exchange 2006 - 2007
Morningstar (Formerly LIM) 2004 - 2006
CIBC World Markets 2003 - 2004
Citigroup /Global Corporate & Investment Bank January 1985 - 2001
Skills
Vendor Management, Fixed Income, Equities, Operating Budgets, Trading Systems, Program Trading, Proprietary Trading, Exchange Connectivity, Fault Tolerant Systems, Trading Technology, Market Data, Smart Order Routing, Business Relationship..., Electronic Trading, Routing, Options, Risk Management, SDLC, Disaster Recovery, Solaris, Middle Office, Equity Trading, Trading, Securities, Low Latency, Banking, Investment Banking, Financial Markets, FX Options, Prime Brokerage, Hedge Funds, FX trading, Derivatives, Capital Markets
Education
Long Island University
Bachelor of Science
Deutsche Bank 2014 - Present
Affusion Consulting 2010 - 2014
Citigroup Global Wealth Management 2007 - 2009
American Stock Exchange 2006 - 2007
Morningstar (Formerly LIM) 2004 - 2006
CIBC World Markets 2003 - 2004
Citigroup /Global Corporate & Investment Bank January 1985 - 2001
Skills
Vendor Management, Fixed Income, Equities, Operating Budgets, Trading Systems, Program Trading, Proprietary Trading, Exchange Connectivity, Fault Tolerant Systems, Trading Technology, Market Data, Smart Order Routing, Business Relationship..., Electronic Trading, Routing, Options, Risk Management, SDLC, Disaster Recovery, Solaris, Middle Office, Equity Trading, Trading, Securities, Low Latency, Banking, Investment Banking, Financial Markets, FX Options, Prime Brokerage, Hedge Funds, FX trading, Derivatives, Capital Markets
Education
Long Island University
Bachelor of Science
Naved Surve Naved Surve's Citigroup Global Wealth Management Experience January 2008 - May 2009
Job Senior Technical Professional
Industry Information Technology and Services
Experience
Citigroup Finance Technology November 2011 - December 2013
Citigroup Finance Technology February 2011 - October 2011
Citi Global Functions May 2009 - February 2011
Citigroup Global Wealth Management January 2008 - May 2009
Citi Smith Barney January 2006 - January 2007
Smith Barney June 2000 - December 2005
Merrill Lynch May 1998 - June 2000
MarketSource May 1995 - April 1998
Skills
SDLC, Integration, Databases, Enterprise Software, Business Intelligence, Software Development, Data Warehousing, Vendor Management, Strategy, Program Management, E-commerce, Business Analysis, Perl, Performance Tuning, Solaris, Financial Services, Quality Assurance, Oracle, Testing, IT Strategy, Equities, Leadership, Wealth Management, Outsourcing, IT Service Management, Unix, Linux
Education
The Johns Hopkins University 1991 — 1995
BA, Biology
Citigroup Finance Technology November 2011 - December 2013
Citigroup Finance Technology February 2011 - October 2011
Citi Global Functions May 2009 - February 2011
Citigroup Global Wealth Management January 2008 - May 2009
Citi Smith Barney January 2006 - January 2007
Smith Barney June 2000 - December 2005
Merrill Lynch May 1998 - June 2000
MarketSource May 1995 - April 1998
Skills
SDLC, Integration, Databases, Enterprise Software, Business Intelligence, Software Development, Data Warehousing, Vendor Management, Strategy, Program Management, E-commerce, Business Analysis, Perl, Performance Tuning, Solaris, Financial Services, Quality Assurance, Oracle, Testing, IT Strategy, Equities, Leadership, Wealth Management, Outsourcing, IT Service Management, Unix, Linux
Education
The Johns Hopkins University 1991 — 1995
BA, Biology
Patrick Katz Patrick Katz's Citigroup Global Wealth Management Experience February 1998 - November 2001
Job Senior Executive Director Strategic Business Development at IBM
Industry Financial Services
Experience
IBM Global Process Services January 2010 - Present
Morgan Stanley Wealth Management January 2002 - November 2009
Citigroup, Global Wealth Management February 1998 - November 2001
Citi January 1995 - January 1998
Skills
Cloud Computing, Sales Management, Production Managment, Outsourcing Management, Negotiation, Team Management, Wealth Management, Financial Reporting, Business Analytics, Strategic Planning
Education
Cornell University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
IBM Global Process Services January 2010 - Present
Morgan Stanley Wealth Management January 2002 - November 2009
Citigroup, Global Wealth Management February 1998 - November 2001
Citi January 1995 - January 1998
Skills
Cloud Computing, Sales Management, Production Managment, Outsourcing Management, Negotiation, Team Management, Wealth Management, Financial Reporting, Business Analytics, Strategic Planning
Education
Cornell University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Bob Matthews Bob Matthews's Citigroup Global Wealth Management Experience October 2006 - July 2008
Job Chief Executive Officer at Fieldpoint Private Bank and Trust
Industry Financial Services
Experience
Fieldpoint Private Bank and Trust June 2010 - Present
Tay-bandz 2003 - 2013
Aquiline Capital Partners January 2009 - June 2010
Citigroup Global Wealth Management October 2006 - July 2008
Citi Smith Barney August 2004 - September 2006
Smith Barney October 1983 - August 2004
Skills
Financial Services, Loans, Investments, Wealth Management, Strategic Financial..., Hedge Funds, Wealth Management..., Private Equity, Private Banking, Branch Banking, Wealth, Finance, Retirement Planning, Series 63, Capital, Series 7, Financial Advisory, Fixed Income, Portfolio Management, Alternative Investments, Financial Analysis, Investment Advisory, Financial Modeling, Management, Capital Markets, Financial Planning, Asset Allocation, Equities, Mutual Funds, Securities, Leadership, Investment Banking, Asset Management, Family Office
Education
Franklin & Marshall College 1977 — 1981
AB, Engilsh/Economics
Fieldpoint Private Bank and Trust June 2010 - Present
Tay-bandz 2003 - 2013
Aquiline Capital Partners January 2009 - June 2010
Citigroup Global Wealth Management October 2006 - July 2008
Citi Smith Barney August 2004 - September 2006
Smith Barney October 1983 - August 2004
Skills
Financial Services, Loans, Investments, Wealth Management, Strategic Financial..., Hedge Funds, Wealth Management..., Private Equity, Private Banking, Branch Banking, Wealth, Finance, Retirement Planning, Series 63, Capital, Series 7, Financial Advisory, Fixed Income, Portfolio Management, Alternative Investments, Financial Analysis, Investment Advisory, Financial Modeling, Management, Capital Markets, Financial Planning, Asset Allocation, Equities, Mutual Funds, Securities, Leadership, Investment Banking, Asset Management, Family Office
Education
Franklin & Marshall College 1977 — 1981
AB, Engilsh/Economics
John Engstrom John Engstrom's Citigroup Global Wealth Management Experience June 2007 - January 2009
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
Citigroup, Global Wealth Management June 2007 - January 2009
Citigroup, Global Wealth Management May 2004 - June 2007
Iona College September 2004 - December 2004
UBS April 2004 - June 2004
Skills
Performance Analysis, Account Reconciliation, Series 7 Licensee, Investments, Credit, Mutual Funds, Financial Accounting, Management, Finance, Accounts Payable, Analysis, Portfolio Management, Accounting, Journal Entries, Equities, Bloomberg
Education
Iona College 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley January 2009 - Present
Citigroup, Global Wealth Management June 2007 - January 2009
Citigroup, Global Wealth Management May 2004 - June 2007
Iona College September 2004 - December 2004
UBS April 2004 - June 2004
Skills
Performance Analysis, Account Reconciliation, Series 7 Licensee, Investments, Credit, Mutual Funds, Financial Accounting, Management, Finance, Accounts Payable, Analysis, Portfolio Management, Accounting, Journal Entries, Equities, Bloomberg
Education
Iona College 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
James Ahrem's Citigroup Global Wealth Management Experience July 2007 - July 2008
Job Banking Professional
Industry Commercial Real Estate
Experience
Fuoco Commercial Funding March 2013 - Present
Streamline Commercial Corp. November 2010 - February 2013
HSBC June 2010 - September 2010
Flushing Savings Bank August 2008 - July 2010
Citigroup Global Wealth Management July 2007 - July 2008
Citibank June 2002 - July 2007
Citibank April 1996 - December 2000
Skills
Commercial Banking, Credit, Loans, Portfolio Management, Banking, Financial Analysis, Underwriting, Commercial Lending
Education
Adelphi University 1991 — 1995
MBA, Finance
SUNY Stony Brook 1981 — 1984
Bachelor of Arts (B.A.), Psychology
Fuoco Commercial Funding March 2013 - Present
Streamline Commercial Corp. November 2010 - February 2013
HSBC June 2010 - September 2010
Flushing Savings Bank August 2008 - July 2010
Citigroup Global Wealth Management July 2007 - July 2008
Citibank June 2002 - July 2007
Citibank April 1996 - December 2000
Skills
Commercial Banking, Credit, Loans, Portfolio Management, Banking, Financial Analysis, Underwriting, Commercial Lending
Education
Adelphi University 1991 — 1995
MBA, Finance
SUNY Stony Brook 1981 — 1984
Bachelor of Arts (B.A.), Psychology
Giri Devarajan Giri Devarajan's Citigroup Global Wealth Management Experience November 2005 - June 2009
Job Chief Technology Officer (CTO) at Tenlegs
Industry Internet
Experience
Tenlegs March 2011 - Present
Citigroup Global Functions July 2009 - March 2011
Citigroup Global Wealth Management November 2005 - June 2009
Citigroup Smith Barney March 1998 - November 2005
Chrysler Jeep & Truck Engineering 1995 - 1997
Skills
Enterprise Architecture, Solution Architecture, Program Management, Information Security, Web 2.0, Social Media, IT Strategy, SDLC, SOA, Vendor Management, Integration, Software Project..., Business Analysis, Agile Methodologies, Cloud Computing, Architecture, Requirements Analysis, Offshoring, IT Management, Product Management, Data Architecture, Software Development, Start-ups, Enterprise Software, CRM, Strategy, SaaS, Data Warehousing, E-commerce, Security, Management, Agile Project Management, Architectures
Education
Stevens Institute of Technology 2000 — 2003
MSIS, Technology Management
Purdue University 1991 — 1995
BSAAE, Aerospace Engineering
Indian School Muscat 1981 — 1991
High School
Tenlegs March 2011 - Present
Citigroup Global Functions July 2009 - March 2011
Citigroup Global Wealth Management November 2005 - June 2009
Citigroup Smith Barney March 1998 - November 2005
Chrysler Jeep & Truck Engineering 1995 - 1997
Skills
Enterprise Architecture, Solution Architecture, Program Management, Information Security, Web 2.0, Social Media, IT Strategy, SDLC, SOA, Vendor Management, Integration, Software Project..., Business Analysis, Agile Methodologies, Cloud Computing, Architecture, Requirements Analysis, Offshoring, IT Management, Product Management, Data Architecture, Software Development, Start-ups, Enterprise Software, CRM, Strategy, SaaS, Data Warehousing, E-commerce, Security, Management, Agile Project Management, Architectures
Education
Stevens Institute of Technology 2000 — 2003
MSIS, Technology Management
Purdue University 1991 — 1995
BSAAE, Aerospace Engineering
Indian School Muscat 1981 — 1991
High School
Larry Dean Larry Dean's Citigroup Global Wealth Management Experience June 2005 - January 2008
Job Program Director, Asset Management StandardAero
Industry Aviation & Aerospace
Experience
StandardAero November 2011 - Present
Independent Contractor - CRS June 2011 - November 2011
International Jet Aviation Services, Inc. June 2010 - June 2011
XOJET September 2009 - October 2009
JETCHOICE / ACM AVIATION2009 February 2009 - June 2009
HONEYWELL GLOBAL FINANCE January 2008 - February 2009
CITIGROUP Global Wealth Management June 2005 - January 2008
USJET SERVICES INC October 2003 - June 2005
JET AVIATION March 2003 - September 2003
JET AVIATION March 2002 - March 2003
Skills
Aviation, Coaching, Asset Managment, Aircraft, Charter, Aircraft Acquisitions, Aerospace, Maintenance & Repair, Program Management, Business Planning, Analysis, General Aviation, Asset Management, Operations Management, Finance, Team Building, Mergers & Acquisitions, Strategic Planning, Aeronautics, Aircraft Maintenance, Business Strategy, Logistics, Leadership, Contract Management, Negotiation, Sales Engineering, Contract Negotiation, Sales, Business Development, Continuous Improvement, Selling, Process Improvement, Aircraft Finance, Strategy, Project Management, Project Planning, Management, Team Leadership, Budgets, Six Sigma, Risk Management
Education
Bartow Air Academy
Commercial Pilot, Aviation
Fairleigh Dickinson University
MBA, Corporate Finance
Polk State College
AS, Aeronautical Technology
Ramapo College of New Jersey
BS, Business Administration & Marketing
StandardAero November 2011 - Present
Independent Contractor - CRS June 2011 - November 2011
International Jet Aviation Services, Inc. June 2010 - June 2011
XOJET September 2009 - October 2009
JETCHOICE / ACM AVIATION2009 February 2009 - June 2009
HONEYWELL GLOBAL FINANCE January 2008 - February 2009
CITIGROUP Global Wealth Management June 2005 - January 2008
USJET SERVICES INC October 2003 - June 2005
JET AVIATION March 2003 - September 2003
JET AVIATION March 2002 - March 2003
Skills
Aviation, Coaching, Asset Managment, Aircraft, Charter, Aircraft Acquisitions, Aerospace, Maintenance & Repair, Program Management, Business Planning, Analysis, General Aviation, Asset Management, Operations Management, Finance, Team Building, Mergers & Acquisitions, Strategic Planning, Aeronautics, Aircraft Maintenance, Business Strategy, Logistics, Leadership, Contract Management, Negotiation, Sales Engineering, Contract Negotiation, Sales, Business Development, Continuous Improvement, Selling, Process Improvement, Aircraft Finance, Strategy, Project Management, Project Planning, Management, Team Leadership, Budgets, Six Sigma, Risk Management
Education
Bartow Air Academy
Commercial Pilot, Aviation
Fairleigh Dickinson University
MBA, Corporate Finance
Polk State College
AS, Aeronautical Technology
Ramapo College of New Jersey
BS, Business Administration & Marketing
Hakeem Oseni's Citigroup Global Wealth Management Experience 2006 - 2008
Job Program Manager and Certified Salesforce Developer and Administrator
Industry Information Technology and Services
Experience
Pamberi October 2011 - Present
ABSA/Barclays Wealth February 2009 - September 2011
Citigroup Global Wealth Management 2006 - 2008
Citibank 2005 - 2006
Citi Private Bank 2002 - 2005
Credit Suisse May 2000 - September 2000
NetNoir 1997 - 1999
Thrive Online 1995 - 1997
The Spectrum July 1994 - August 1995
Skills
Strategy, Management, Business Development, Leadership, Project Management, E-commerce, Team Leadership, Integrated Marketing, Training, Marketing, MS Project, Software Documentation, Fixed Income, Financial Analysis, Financial Modeling, Product Management, Project Portfolio..., Risk Management, Advertising, Budgets, Program Management, Analysis, Business Analysis, Strategic Planning, CRM, Change Management, Vendor Management, Portfolio Management, Process Improvement, SDLC, Salesforce.com..., Salesforce.com, Business Strategy, Finance, Executive Management, Banking, Business Process..., Financial Services
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, Finance and International Business
University at Buffalo 1990 — 1995
BA, English and Print Journalism
Pamberi October 2011 - Present
ABSA/Barclays Wealth February 2009 - September 2011
Citigroup Global Wealth Management 2006 - 2008
Citibank 2005 - 2006
Citi Private Bank 2002 - 2005
Credit Suisse May 2000 - September 2000
NetNoir 1997 - 1999
Thrive Online 1995 - 1997
The Spectrum July 1994 - August 1995
Skills
Strategy, Management, Business Development, Leadership, Project Management, E-commerce, Team Leadership, Integrated Marketing, Training, Marketing, MS Project, Software Documentation, Fixed Income, Financial Analysis, Financial Modeling, Product Management, Project Portfolio..., Risk Management, Advertising, Budgets, Program Management, Analysis, Business Analysis, Strategic Planning, CRM, Change Management, Vendor Management, Portfolio Management, Process Improvement, SDLC, Salesforce.com..., Salesforce.com, Business Strategy, Finance, Executive Management, Banking, Business Process..., Financial Services
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, Finance and International Business
University at Buffalo 1990 — 1995
BA, English and Print Journalism
Stephen Swanson Stephen Swanson's Citigroup Global Wealth Management Experience August 2005 - November 2008
Job Head of Alternative Investments, Legal at AB
Industry Legal Services
Experience
AB April 2015 - Present
FDX Capital LLC May 2013 - April 2015
Abu Dhabi Investment Company (Invest AD) December 2008 - April 2013
Citigroup Global Wealth Management August 2005 - November 2008
Jones Day February 2003 - August 2005
Clifford Chance March 1996 - January 2003
Morgan, Lewis & Bockius LLP August 1993 - March 1996
Skills
Private Equity, Corporate Governance, Mergers & Acquisitions, Securities, Corporate Finance, Securities Regulation, Mergers, Corporate Law, Asset Management, Investments, Capital Markets, Joint Ventures, Equities, Investment Banking, Executive Management, Finance, Restructuring, Risk Management, Strategy, Management, Banking, Derivatives, International Law, Hedge Funds, Cross-border..., Alternative Investments
Education
Duke University School of Law 1990 — 1993
JD, Law
Cornell University 1986 — 1990
Bachelor of Arts, Economics and English
AB April 2015 - Present
FDX Capital LLC May 2013 - April 2015
Abu Dhabi Investment Company (Invest AD) December 2008 - April 2013
Citigroup Global Wealth Management August 2005 - November 2008
Jones Day February 2003 - August 2005
Clifford Chance March 1996 - January 2003
Morgan, Lewis & Bockius LLP August 1993 - March 1996
Skills
Private Equity, Corporate Governance, Mergers & Acquisitions, Securities, Corporate Finance, Securities Regulation, Mergers, Corporate Law, Asset Management, Investments, Capital Markets, Joint Ventures, Equities, Investment Banking, Executive Management, Finance, Restructuring, Risk Management, Strategy, Management, Banking, Derivatives, International Law, Hedge Funds, Cross-border..., Alternative Investments
Education
Duke University School of Law 1990 — 1993
JD, Law
Cornell University 1986 — 1990
Bachelor of Arts, Economics and English
Sandeep Kurne Sandeep Kurne's Citigroup Global Wealth Management Experience January 2006 - June 2007
Job Business Strategy & Operations Transformation Lead
Industry Management Consulting
Experience
KPMG January 2013 - Present
Venture Capital and Start-Up November 2012 - Present
UBS AG August 2010 - October 2012
EMC Consulting September 2009 - August 2010
Deloitte Consulting LLP July 2007 - February 2009
Citigroup Global Wealth Management January 2006 - June 2007
The Citigroup Private Bank January 2001 - December 2005
Citigroup Technology Inc. July 1999 - December 2001
Sprint International May 1994 - October 1996
Skills
Business Process..., Business Process..., Private Banking, Wealth Management, Re-engineering, Project Management, Business Expansion, Market Entry, Financial Services, Investment Banking, Portfolio Management, Business Transformation, PMO, Risk Management, Project Portfolio..., Analytics, Strategy, Outsourcing, Offshoring, Program Management, Business Development, CRM, Management Consulting, Business Analysis, IT Strategy, Start-ups, Cross-functional Team..., Business Strategy
Education
University of South Carolina - The Moore School of Business 1997 — 1999
Master of Business Administration (MBA), International Business
University of Mumbai 1990 — 1994
BE, Electronics Engineering
KPMG January 2013 - Present
Venture Capital and Start-Up November 2012 - Present
UBS AG August 2010 - October 2012
EMC Consulting September 2009 - August 2010
Deloitte Consulting LLP July 2007 - February 2009
Citigroup Global Wealth Management January 2006 - June 2007
The Citigroup Private Bank January 2001 - December 2005
Citigroup Technology Inc. July 1999 - December 2001
Sprint International May 1994 - October 1996
Skills
Business Process..., Business Process..., Private Banking, Wealth Management, Re-engineering, Project Management, Business Expansion, Market Entry, Financial Services, Investment Banking, Portfolio Management, Business Transformation, PMO, Risk Management, Project Portfolio..., Analytics, Strategy, Outsourcing, Offshoring, Program Management, Business Development, CRM, Management Consulting, Business Analysis, IT Strategy, Start-ups, Cross-functional Team..., Business Strategy
Education
University of South Carolina - The Moore School of Business 1997 — 1999
Master of Business Administration (MBA), International Business
University of Mumbai 1990 — 1994
BE, Electronics Engineering
Kenny McColl Kenny McColl's Citigroup Global Wealth Management Experience 2008 - 2009
Job Partner at LiquidHub, Salesforce Practice
Industry Information Technology and Services
Experience
LiquidHub March 2015 - Present
Redkite (acquired by LiquidHub) 2009 - Present
Moody's Analytics September 2009 - March 2010
Citigroup Global Wealth Management 2008 - 2009
Fujitsu Consulting 2007 - 2009
Bank of America 2007 - 2007
TD Ameritrade 2006 - 2006
JPMorgan Chase July 2001 - March 2005
JPMorgan Chase April 2000 - June 2001
JPMorgan Chase November 1998 - March 2000
Skills
Salesforce.com, Force.com, Enterprise Architecture, User Interface Design, CRM software, Software Engineering, Investment Banking, Wealth Management, Capital Markets, Derivatives, Equities, Architecture, User Experience, SFDC, Research, Information Architecture, SaaS, Trading Systems, Cloud Computing, Asset Management, IT Strategy, Program Management, Software Project..., PaaS, Enterprise Software, Application Development, Solution Architecture, Application Architecture, Software Development, Product Management, Application Design, CRM, Analytics, Strategy, Business Process, Web Applications
Education
The University of Glasgow 1987 — 1992
M. Eng, Electronic & Electrical Engineering
LiquidHub March 2015 - Present
Redkite (acquired by LiquidHub) 2009 - Present
Moody's Analytics September 2009 - March 2010
Citigroup Global Wealth Management 2008 - 2009
Fujitsu Consulting 2007 - 2009
Bank of America 2007 - 2007
TD Ameritrade 2006 - 2006
JPMorgan Chase July 2001 - March 2005
JPMorgan Chase April 2000 - June 2001
JPMorgan Chase November 1998 - March 2000
Skills
Salesforce.com, Force.com, Enterprise Architecture, User Interface Design, CRM software, Software Engineering, Investment Banking, Wealth Management, Capital Markets, Derivatives, Equities, Architecture, User Experience, SFDC, Research, Information Architecture, SaaS, Trading Systems, Cloud Computing, Asset Management, IT Strategy, Program Management, Software Project..., PaaS, Enterprise Software, Application Development, Solution Architecture, Application Architecture, Software Development, Product Management, Application Design, CRM, Analytics, Strategy, Business Process, Web Applications
Education
The University of Glasgow 1987 — 1992
M. Eng, Electronic & Electrical Engineering
Tyler Scheeler Tyler Scheeler's Citigroup Global Wealth Management Experience January 2008 - June 2009
Job AML Compliance Manager AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
TCF Bank August 2014 - July 2015
TCF Bank December 2013 - July 2015
Nationstar Mortgage April 2013 - August 2013
Edward Jones Mortgage October 2012 - April 2013
Morgan Stanley Smith Barney June 2009 - August 2012
Citigroup Global Wealth Management January 2008 - June 2009
Edward Jones Mortgage 2005 - 2007
US Navy September 2000 - May 2005
Skills
USA PATRIOT Act, KYC, OFAC, Bank Secrecy Act, AML, Series 63, Risk Assessment, Securities Regulation, Sanction, Operational Risk, Internal Investigations, Regulatory Requirements, Anti Money Laundering, Securities, FINRA, Financial Regulation, Fraud, CIP, Financial Risk, Mutual Funds, Due Diligence, Series 7, Actimize, Risk Management, Fixed Income, Banking, Financial Services, Operational Risk...
Education
Minneapolis Community and Technical College 2013 — 2014
Associate's Degree, 4.0
Wells Fargo July 2015 - Present
TCF Bank August 2014 - July 2015
TCF Bank December 2013 - July 2015
Nationstar Mortgage April 2013 - August 2013
Edward Jones Mortgage October 2012 - April 2013
Morgan Stanley Smith Barney June 2009 - August 2012
Citigroup Global Wealth Management January 2008 - June 2009
Edward Jones Mortgage 2005 - 2007
US Navy September 2000 - May 2005
Skills
USA PATRIOT Act, KYC, OFAC, Bank Secrecy Act, AML, Series 63, Risk Assessment, Securities Regulation, Sanction, Operational Risk, Internal Investigations, Regulatory Requirements, Anti Money Laundering, Securities, FINRA, Financial Regulation, Fraud, CIP, Financial Risk, Mutual Funds, Due Diligence, Series 7, Actimize, Risk Management, Fixed Income, Banking, Financial Services, Operational Risk...
Education
Minneapolis Community and Technical College 2013 — 2014
Associate's Degree, 4.0
Maria Rosati Maria Rosati's Citigroup Global Wealth Management Experience 2004 - 2006
Job Director at Legg Mason
Industry Financial Services
Experience
Legg Mason October 2006 - Present
Citigroup Global Wealth Management 2004 - 2006
The Torrenzano Group 1998 - 2003
Ketchum 1995 - 1996
GCI Group 1990 - 1994
GCI Group International (Grey Advertising) 1990 - 1994
Skills
Asset Management, Mutual Funds, Brand Development, Investor Relations, Asset Managment, Corporate Communications, Crisis Communications, Media Relations, Financial Services, Alternative Investments, Hedge Funds, Relationship Management, Series 7, Equities, Wealth Management
Education
Simmons College 1984 — 1988
Bachelor of Arts, History and Spanish
Toll Gate High School 1982 — 1984
Legg Mason October 2006 - Present
Citigroup Global Wealth Management 2004 - 2006
The Torrenzano Group 1998 - 2003
Ketchum 1995 - 1996
GCI Group 1990 - 1994
GCI Group International (Grey Advertising) 1990 - 1994
Skills
Asset Management, Mutual Funds, Brand Development, Investor Relations, Asset Managment, Corporate Communications, Crisis Communications, Media Relations, Financial Services, Alternative Investments, Hedge Funds, Relationship Management, Series 7, Equities, Wealth Management
Education
Simmons College 1984 — 1988
Bachelor of Arts, History and Spanish
Toll Gate High School 1982 — 1984
Madani Godih Madani Godih's Citigroup Global Wealth Management Experience February 2008 - June 2009
Job Senior Associate at KPMG
Industry Research
Experience
KPMG May 2015 - Present
Protiviti May 2013 - May 2015
SONATRACH- DEPT. OF PLANNING AND STRATEGY August 2009 - September 2012
CITIGROUP- GLOBAL WEALTH MANAGEMENT February 2008 - June 2009
JP MORGAN CHASE- RETAIL BANKING June 2005 - February 2008
Skills
Financial Analysis, Microsoft Excel, Strategic Planning, Data Analysis, Accounting, Market Analysis, Energy, Access, Microsoft Word, French, Account Reconciliation, Leadership, PowerPoint, Microsoft Office, Social Media, Market Research, Finance, Financial Modeling, Risk Management, Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2014
Master of Science (M.S.), Accounting
St. John's University, The Peter J. Tobin College of Business 2004 — 2007
BS, Finance
Kew-Forest
KPMG May 2015 - Present
Protiviti May 2013 - May 2015
SONATRACH- DEPT. OF PLANNING AND STRATEGY August 2009 - September 2012
CITIGROUP- GLOBAL WEALTH MANAGEMENT February 2008 - June 2009
JP MORGAN CHASE- RETAIL BANKING June 2005 - February 2008
Skills
Financial Analysis, Microsoft Excel, Strategic Planning, Data Analysis, Accounting, Market Analysis, Energy, Access, Microsoft Word, French, Account Reconciliation, Leadership, PowerPoint, Microsoft Office, Social Media, Market Research, Finance, Financial Modeling, Risk Management, Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2014
Master of Science (M.S.), Accounting
St. John's University, The Peter J. Tobin College of Business 2004 — 2007
BS, Finance
Kew-Forest
Hunter Heppe Hunter Heppe's Citigroup Global Wealth Management Experience October 2006 - April 2007
Job Law Clerk at The Tax Court of New Jersey
Industry Judiciary
Experience
Tax Court of New Jersey March 2014 - Present
Tax Court of New Jersey January 2014 - March 2014
LexisNexis March 2013 - January 2014
US District Court for the Southern District of New York June 2011 - April 2012
Heppe Financial Services LLC January 2011 - June 2011
Office of the Public Defender, Hunterdon County June 2009 - August 2009
Office of the Public Defender, Hunterdon County June 2008 - August 2008
Citigroup Global Wealth Management October 2006 - April 2007
Tulane University Dept. of Conference Services September 2003 - May 2006
Skills
Legal Research, Editing, Legal Assistance, Westlaw, Trials, Legal Documents, Document Drafting, Criminal Defense, Criminal Law, Legal Research Skills, Lexis, Bankruptcy, Tax Law, Microsoft Word, Microsoft Office, Courts, Paralegals, Compliance, Homebrewing, Trusts, Immigration Law, PowerPoint, Administrative Law, PACER, ECF, Administrative Work, FoxPro, Oral Arguments, Investigation, History, Political Science, English, Public Interest..., Public Law, Environmental Law, Constitutional Law, Wills, Estate Law, Banking, Wealth Management, Legal Management, Louisiana Civil Code, Pleadings, Brazilian Portuguese
Education
Wake Forest University School of Law 2007 — 2010
Juris Doctor, Law
Tulane University 2002 — 2006
Bachelor of Arts, Political Science & History
Tax Court of New Jersey March 2014 - Present
Tax Court of New Jersey January 2014 - March 2014
LexisNexis March 2013 - January 2014
US District Court for the Southern District of New York June 2011 - April 2012
Heppe Financial Services LLC January 2011 - June 2011
Office of the Public Defender, Hunterdon County June 2009 - August 2009
Office of the Public Defender, Hunterdon County June 2008 - August 2008
Citigroup Global Wealth Management October 2006 - April 2007
Tulane University Dept. of Conference Services September 2003 - May 2006
Skills
Legal Research, Editing, Legal Assistance, Westlaw, Trials, Legal Documents, Document Drafting, Criminal Defense, Criminal Law, Legal Research Skills, Lexis, Bankruptcy, Tax Law, Microsoft Word, Microsoft Office, Courts, Paralegals, Compliance, Homebrewing, Trusts, Immigration Law, PowerPoint, Administrative Law, PACER, ECF, Administrative Work, FoxPro, Oral Arguments, Investigation, History, Political Science, English, Public Interest..., Public Law, Environmental Law, Constitutional Law, Wills, Estate Law, Banking, Wealth Management, Legal Management, Louisiana Civil Code, Pleadings, Brazilian Portuguese
Education
Wake Forest University School of Law 2007 — 2010
Juris Doctor, Law
Tulane University 2002 — 2006
Bachelor of Arts, Political Science & History
Vladimir Smelyanskiy Vladimir Smelyanskiy's Citigroup Global Wealth Management Experience January 2007 - December 2008
Job Executive Director Firmwide Planning & Analysis at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2012 - Present
Morgan Stanley Smith Barney January 2009 - September 2012
Citigroup Global Wealth Management January 2007 - December 2008
Citigroup Private Bank January 2005 - December 2007
Skills
Mutual Funds, Forecasting, ETFs, Analysis, Financial Modeling, Capital Markets, Financial Analysis, Insurance, Investment Banking, Corporate Finance, Management, Private Equity, Financial Services, Securities, Financial Reporting, Due Diligence, Finance, Investments, Investment Management, Investment Strategies, Fixed Annuities, Credit, Business Analysis, Financial Risk, Mergers & Acquisitions, Financial Advisory, Cash Management, Equity Research, Financial Markets, Bonds, Emerging Markets, FINRA, Structured Products, Private Banking, Wealth Management..., Trading, Fund Of Funds
Education
Long Island University 2003 — 2005
MBA, Finance (with Distinction)
Moscow State University. 1993 — 1998
BS, Economics and Finance
JPMorgan Chase September 2012 - Present
Morgan Stanley Smith Barney January 2009 - September 2012
Citigroup Global Wealth Management January 2007 - December 2008
Citigroup Private Bank January 2005 - December 2007
Skills
Mutual Funds, Forecasting, ETFs, Analysis, Financial Modeling, Capital Markets, Financial Analysis, Insurance, Investment Banking, Corporate Finance, Management, Private Equity, Financial Services, Securities, Financial Reporting, Due Diligence, Finance, Investments, Investment Management, Investment Strategies, Fixed Annuities, Credit, Business Analysis, Financial Risk, Mergers & Acquisitions, Financial Advisory, Cash Management, Equity Research, Financial Markets, Bonds, Emerging Markets, FINRA, Structured Products, Private Banking, Wealth Management..., Trading, Fund Of Funds
Education
Long Island University 2003 — 2005
MBA, Finance (with Distinction)
Moscow State University. 1993 — 1998
BS, Economics and Finance
James Walker's Citigroup Global Wealth Management Experience September 2007 - February 2010
Job COO and Head of Business Development Private Bank Americas
Industry Financial Services
Experience
Credit Suisse January 2014 - Present
Morgan Stanley August 2012 - January 2014
Morgan Stanley Smith Barney September 2010 - August 2012
Morgan Stanley Smith Barney June 2009 - November 2010
Citigroup Global Wealth Management September 2007 - February 2010
Citi Smith Barney October 2006 - September 2007
Merrill Lynch August 2001 - June 2005
Merrill Lynch September 1999 - August 2001
Merrill Lynch March 1996 - September 1999
Merrill Lynch July 1994 - March 1996
Skills
Wealth Management, Asset Managment, Series 7, Investments, Strategy, Business Strategy, Asset Management, Investment Strategies, Retirement Planning, Financial Services, Mergers & Acquisitions, Equities, Mutual Funds, Management, Leadership, Investment Management, Portfolio Management, Financial Advisory, Investment Advisory, Fixed Income, Venture Capital, Derivatives, Securities, New Business Development, Relationship Management, Alternative Investments, Finance, Series 63, Private Equity, Program Management, Product Management, Hedge Funds, Financial Risk, Strategic Financial..., ETFs, Asset Allocation, Series 24, FINRA, Investment Banking, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2006
MS Management Science, Sloan Fellow
Catholic University of America 1981 — 1985
BA, Economics
Credit Suisse January 2014 - Present
Morgan Stanley August 2012 - January 2014
Morgan Stanley Smith Barney September 2010 - August 2012
Morgan Stanley Smith Barney June 2009 - November 2010
Citigroup Global Wealth Management September 2007 - February 2010
Citi Smith Barney October 2006 - September 2007
Merrill Lynch August 2001 - June 2005
Merrill Lynch September 1999 - August 2001
Merrill Lynch March 1996 - September 1999
Merrill Lynch July 1994 - March 1996
Skills
Wealth Management, Asset Managment, Series 7, Investments, Strategy, Business Strategy, Asset Management, Investment Strategies, Retirement Planning, Financial Services, Mergers & Acquisitions, Equities, Mutual Funds, Management, Leadership, Investment Management, Portfolio Management, Financial Advisory, Investment Advisory, Fixed Income, Venture Capital, Derivatives, Securities, New Business Development, Relationship Management, Alternative Investments, Finance, Series 63, Private Equity, Program Management, Product Management, Hedge Funds, Financial Risk, Strategic Financial..., ETFs, Asset Allocation, Series 24, FINRA, Investment Banking, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2006
MS Management Science, Sloan Fellow
Catholic University of America 1981 — 1985
BA, Economics
Gilson Clarke's Citigroup Global Wealth Management Experience July 2008 - June 2009
Job Project Manager at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citigroup, Global Wealth Management July 2008 - June 2009
New York University August 2001 - June 2008
Skills
Customer Relations, Business Analysis, Online Marketing
Education
New York University 2006 — 2008
Master's degree, Management Information Systems, General
Hofstra University 1997 — 2001
Bachelor of Arts, Business Computer Information Systems
Morgan Stanley Smith Barney June 2009 - Present
Citigroup, Global Wealth Management July 2008 - June 2009
New York University August 2001 - June 2008
Skills
Customer Relations, Business Analysis, Online Marketing
Education
New York University 2006 — 2008
Master's degree, Management Information Systems, General
Hofstra University 1997 — 2001
Bachelor of Arts, Business Computer Information Systems
David McCallin's Citigroup Global Wealth Management Experience May 2007 - July 2008
Job Director at Barclays Capital
Industry Investment Management
Experience
Barclays Capital June 2009 - Present
Citigroup Global Wealth Management May 2007 - July 2008
Citi 2007 - July 2008
UBS 1998 - 2007
UBS Investment Bank 1998 - 2007
HSBC Securities 1996 - 1998
Education
Northeastern University 1978 — 1982
Barclays Capital June 2009 - Present
Citigroup Global Wealth Management May 2007 - July 2008
Citi 2007 - July 2008
UBS 1998 - 2007
UBS Investment Bank 1998 - 2007
HSBC Securities 1996 - 1998
Education
Northeastern University 1978 — 1982
Tracie Parauda's Citigroup Global Wealth Management Experience September 1996 - March 2009
Job Compliance Professional
Industry Financial Services
Experience
Citi September 2011 - Present
Citi December 2010 - September 2011
Citigroup Global Wealth Management September 1996 - March 2009
Skills
AML, Compliance, KYC, OFAC, FINRA, Securities, Financial Services, Anti Money Laundering, Mutual Funds, Risk Management, Financial Risk, Operational Risk, Internal Audit, Fixed Income
Education
Pace University 1982 — 1986
Canarsie 1979 — 1982
Citi September 2011 - Present
Citi December 2010 - September 2011
Citigroup Global Wealth Management September 1996 - March 2009
Skills
AML, Compliance, KYC, OFAC, FINRA, Securities, Financial Services, Anti Money Laundering, Mutual Funds, Risk Management, Financial Risk, Operational Risk, Internal Audit, Fixed Income
Education
Pace University 1982 — 1986
Canarsie 1979 — 1982
Jonathan Lea's Citigroup Global Wealth Management Experience May 2008 - August 2008
Job Real Estate Finance Lead at Princeton University
Industry Financial Services
Experience
Princeton University December 2014 - Present
Princeton University June 2009 - November 2014
Good Times Kettle Corn September 2009 - December 2013
Citigroup, Global Wealth Management May 2008 - August 2008
Skills
Public Speaking, Research, Analysis, Strategy, Data Analysis, International Relations, Entrepreneurship, Financial Analysis
Education
Villanova University 2015 — 2017
Master of Business Administration (MBA), Real Estate & Finance
Princeton University 2005 — 2009
BA, Economics
Princeton University December 2014 - Present
Princeton University June 2009 - November 2014
Good Times Kettle Corn September 2009 - December 2013
Citigroup, Global Wealth Management May 2008 - August 2008
Skills
Public Speaking, Research, Analysis, Strategy, Data Analysis, International Relations, Entrepreneurship, Financial Analysis
Education
Villanova University 2015 — 2017
Master of Business Administration (MBA), Real Estate & Finance
Princeton University 2005 — 2009
BA, Economics
Archie Foster's Citigroup Global Wealth Management Experience 2006 - 2008
Job Managing Director, Senior Portfolio Manager at Citi Investment Management, Citi Private Bank
Industry Financial Services
Experience
Citi Investment Management, Citi Private Bank October 2012 - Present
Citi Private Bank July 2010 - October 2012
Citi Investment Research January 2008 - February 2009
Citigroup Global Wealth Management 2006 - 2008
Smith Barney 2002 - 2006
Smith Barney 1997 - 2002
Skills
Equities, Series 63, Investments, Portfolio Management, Asset Managment, Asset Allocation, Securities, Capital Markets, Investment Advisory, Series 24, Mutual Funds, Series 7, Asset Management, Equity Research, Financial Advisory, Investment Management, Private Banking, Finance
Education
University of Richmond 1989 — 1993
BA, English, Communications
Pomfret School 1985 — 1989
St. Bernard's School
Citi Investment Management, Citi Private Bank October 2012 - Present
Citi Private Bank July 2010 - October 2012
Citi Investment Research January 2008 - February 2009
Citigroup Global Wealth Management 2006 - 2008
Smith Barney 2002 - 2006
Smith Barney 1997 - 2002
Skills
Equities, Series 63, Investments, Portfolio Management, Asset Managment, Asset Allocation, Securities, Capital Markets, Investment Advisory, Series 24, Mutual Funds, Series 7, Asset Management, Equity Research, Financial Advisory, Investment Management, Private Banking, Finance
Education
University of Richmond 1989 — 1993
BA, English, Communications
Pomfret School 1985 — 1989
St. Bernard's School
Michael Craighead's Citigroup Global Wealth Management Experience 1994 - 2008
Job Legal and Compliance Professional
Industry Financial Services
Experience
Citigroup Global Wealth Management 1994 - 2008
Citigroup 1994 - 1994
Citigroup 1990 - 1994
Citigroup 1988 - 1990
Skills
Securities, AML, Financial Services, Equities, Capital Markets, Hedge Funds, Financial Risk, Insurance, FINRA, Risk Management, KYC, Securities Regulation, Business Analysis, Mutual Funds, Investments, Alternative Investments, Asset Management, Due Diligence, Investment Banking, Fixed Income, Derivatives
Education
City University of New York-Brooklyn College 2010 — 2010
Business Management
Borough of Manhattan Community College 1999 — 2003
AAS., Business Management
Citigroup Global Wealth Management 1994 - 2008
Citigroup 1994 - 1994
Citigroup 1990 - 1994
Citigroup 1988 - 1990
Skills
Securities, AML, Financial Services, Equities, Capital Markets, Hedge Funds, Financial Risk, Insurance, FINRA, Risk Management, KYC, Securities Regulation, Business Analysis, Mutual Funds, Investments, Alternative Investments, Asset Management, Due Diligence, Investment Banking, Fixed Income, Derivatives
Education
City University of New York-Brooklyn College 2010 — 2010
Business Management
Borough of Manhattan Community College 1999 — 2003
AAS., Business Management