Citigroup Investments
Industry: Company
DescriptionHeadquarters: New York City, NY Parent organization: Citigroup Subsidiary: Citigroup Alternative Investments LLC
Citigroup Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citigroup Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Citigroup Investments Employees
Employee
Years
Job
Industry
Dirk Hall Dirk Hall's Citigroup Investments Experience 1997 - 2002
Job Managing Director at Verus International
Industry Investment Management
Experience
Verus International July 2012 - Present
Prodos Capital Management January 2004 - June 2012
Citigroup Investments 1997 - 2002
Salomon Smith Barney (now Citigroup Investment Banking) 1993 - 1996
Education
Harvard Business School 1996 — 1998
New York University 1989 — 1993
B.S., Finance and Information Systems
New York University - Leonard N. Stern School of Business
Verus International July 2012 - Present
Prodos Capital Management January 2004 - June 2012
Citigroup Investments 1997 - 2002
Salomon Smith Barney (now Citigroup Investment Banking) 1993 - 1996
Education
Harvard Business School 1996 — 1998
New York University 1989 — 1993
B.S., Finance and Information Systems
New York University - Leonard N. Stern School of Business
Richard Borland Jr. Richard Borland Jr.'s Citigroup Investments Experience January 1992 - January 1993
Job Attorney at Borland Law, LLC.
Industry Law Practice
Experience
Borland Law, LLC. May 2009 - Present
Special Counsel 2011 - 2014
Dougherty & Company May 2008 - April 2009
Oppenheimer & Co. March 2001 - June 2008
Wells Fargo July 1993 - March 2001
Citigroup Investments January 1992 - January 1993
IDS Financial Services, American Express Financial Services, Ameriprise Financial Services January 1989 - January 1992
IDS Financial Services January 1985 - January 1989
Federal Land Bank January 1980 - March 1985
Lincoln National Life Ins. Co March 1979 - March 1980
Skills
Estate Planning, Trusts, Wills, Elder Law, Incorporation, LLC, Charities, Estate Administration, Probate, Financial Planning, Retirement Planning, Small Business, Succession Planning, Buy-sell Agreements, Alternative Dispute..., Wealth, Investments, Special Needs Trusts, Commercial Litigation, High Net Worth..., Prenuptial Agreements, Financial Planners, Westlaw, Strategic Financial..., Estate Law, Corporate Law, Legal Writing, Litigation, Intellectual Property, Estate Tax Planning
Education
William Mitchell College of Law 1973 — 1978
Juris Doctor, Law
University of Minnesota-Twin Cities 1969 — 1977
B.E.S., Humanities & Future Sciences
Borland Law, LLC. May 2009 - Present
Special Counsel 2011 - 2014
Dougherty & Company May 2008 - April 2009
Oppenheimer & Co. March 2001 - June 2008
Wells Fargo July 1993 - March 2001
Citigroup Investments January 1992 - January 1993
IDS Financial Services, American Express Financial Services, Ameriprise Financial Services January 1989 - January 1992
IDS Financial Services January 1985 - January 1989
Federal Land Bank January 1980 - March 1985
Lincoln National Life Ins. Co March 1979 - March 1980
Skills
Estate Planning, Trusts, Wills, Elder Law, Incorporation, LLC, Charities, Estate Administration, Probate, Financial Planning, Retirement Planning, Small Business, Succession Planning, Buy-sell Agreements, Alternative Dispute..., Wealth, Investments, Special Needs Trusts, Commercial Litigation, High Net Worth..., Prenuptial Agreements, Financial Planners, Westlaw, Strategic Financial..., Estate Law, Corporate Law, Legal Writing, Litigation, Intellectual Property, Estate Tax Planning
Education
William Mitchell College of Law 1973 — 1978
Juris Doctor, Law
University of Minnesota-Twin Cities 1969 — 1977
B.E.S., Humanities & Future Sciences
Brandon Chin Brandon Chin's Citigroup Investments Experience 1997 - 2000
Job Vice President at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse November 2005 - Present
Dell Professional Services 2000 - 2005
Citigroup Investments 1997 - 2000
Viacom, Inc. August 1996 - August 1997
Bankers Trust Company July 1994 - August 1996
Skills
Investment Banking, Private Equity, IT Development, IT Asset Management, Software Development..., IT Project Leadership, Alternative Investments, Project Management, Hedge Funds, Asset Management, Agile Methodologies, Business Analysis, Integration, SDLC
Education
Carnegie Mellon University 1990 — 1994
B.S., Information & Decision Systems
Credit Suisse November 2005 - Present
Dell Professional Services 2000 - 2005
Citigroup Investments 1997 - 2000
Viacom, Inc. August 1996 - August 1997
Bankers Trust Company July 1994 - August 1996
Skills
Investment Banking, Private Equity, IT Development, IT Asset Management, Software Development..., IT Project Leadership, Alternative Investments, Project Management, Hedge Funds, Asset Management, Agile Methodologies, Business Analysis, Integration, SDLC
Education
Carnegie Mellon University 1990 — 1994
B.S., Information & Decision Systems
Tom Aust Tom Aust's Citigroup Investments Experience August 2001 - July 2004
Job
Industry Investment Management
Experience
GE Asset Management August 2007 - Present
JP Morgan Investment Management (JPIM) July 2004 - August 2007
Citigroup Investments August 2001 - July 2004
Chase Securities August 1998 - February 2001
Citicorp Securities August 1993 - August 1998
Lehman Brothers February 1990 - August 1993
New York Public Service Commission February 1988 - February 1990
Skills
Financial Analysis, Economics, Credit Analysis, Bloomberg, Portfolio Management, Investments, Debt
Education
Beloit College
BA
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Creighton University School of Law
Juris Doctor
GE Asset Management August 2007 - Present
JP Morgan Investment Management (JPIM) July 2004 - August 2007
Citigroup Investments August 2001 - July 2004
Chase Securities August 1998 - February 2001
Citicorp Securities August 1993 - August 1998
Lehman Brothers February 1990 - August 1993
New York Public Service Commission February 1988 - February 1990
Skills
Financial Analysis, Economics, Credit Analysis, Bloomberg, Portfolio Management, Investments, Debt
Education
Beloit College
BA
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Creighton University School of Law
Juris Doctor
Kevin Antaya, CFA's Citigroup Investments Experience June 2000 - December 2002
Job Portfolio Manager at Conning Asset Management
Industry Investment Management
Experience
Conning Asset Management December 2002 - Present
Citigroup Investments June 2000 - December 2002
Skills
Portfolio Management, Fixed Income, Bloomberg, Trading, Financial Analysis, Investments, Asset Managment, Financial Services, Risk Management, Bonds, Capital Markets, Insurance, Strategy, MBS, Investment Strategies, Investment Management, Equities, Asset Allocation, Alternative Investments, Securities, Asset Management, Hedge Funds, High Yield
Education
Franklin & Marshall College 1994 — 1998
Bachelor of Arts (BA)
South Windsor High School 1990 — 1994
Conning Asset Management December 2002 - Present
Citigroup Investments June 2000 - December 2002
Skills
Portfolio Management, Fixed Income, Bloomberg, Trading, Financial Analysis, Investments, Asset Managment, Financial Services, Risk Management, Bonds, Capital Markets, Insurance, Strategy, MBS, Investment Strategies, Investment Management, Equities, Asset Allocation, Alternative Investments, Securities, Asset Management, Hedge Funds, High Yield
Education
Franklin & Marshall College 1994 — 1998
Bachelor of Arts (BA)
South Windsor High School 1990 — 1994
Elizabeth Cosgrove, MBA, PMP's Citigroup Investments Experience August 2001 - March 2006
Job Project Manager
Industry Information Technology and Services
Experience
Optum Technology January 2014 - Present
UnitedHealthcare March 2010 - December 2013
UnitedHealth Group March 2007 - March 2010
Westwind Solutions LLC July 2006 - September 2006
Citigroup Investments August 2001 - March 2006
Howard Systems September 2000 - August 2001
Computer Aid April 1997 - August 2001
IBM July 1989 - March 1997
Skills
SDLC, PMO, Project Portfolio..., Project Management, PMP, Six Sigma, Data Warehousing, Software Project..., Analysis, Business Analysis, Vendor Management, Process Improvement, Visio, Project Planning, Cross-functional Team..., Agile Project Management, Resource Management, Databases, Access, MS Project, Requirements Gathering, Requirements Analysis, Business Process, SharePoint, Testing, Business Process..., IT Strategy, Program Management, Integration, IT Management, Project Delivery, Business Requirements, Data Center, Microsoft Project
Education
Project Management Institute 2005 — 2006
PMP, Project Management
The University of Connecticut School of Business 1996 — 2000
MBA, Finance Operations
Northeastern University 1984 — 1989
BS, Computer Science
Portsmouth High School 1980 — 1984
HS, HS
Optum Technology January 2014 - Present
UnitedHealthcare March 2010 - December 2013
UnitedHealth Group March 2007 - March 2010
Westwind Solutions LLC July 2006 - September 2006
Citigroup Investments August 2001 - March 2006
Howard Systems September 2000 - August 2001
Computer Aid April 1997 - August 2001
IBM July 1989 - March 1997
Skills
SDLC, PMO, Project Portfolio..., Project Management, PMP, Six Sigma, Data Warehousing, Software Project..., Analysis, Business Analysis, Vendor Management, Process Improvement, Visio, Project Planning, Cross-functional Team..., Agile Project Management, Resource Management, Databases, Access, MS Project, Requirements Gathering, Requirements Analysis, Business Process, SharePoint, Testing, Business Process..., IT Strategy, Program Management, Integration, IT Management, Project Delivery, Business Requirements, Data Center, Microsoft Project
Education
Project Management Institute 2005 — 2006
PMP, Project Management
The University of Connecticut School of Business 1996 — 2000
MBA, Finance Operations
Northeastern University 1984 — 1989
BS, Computer Science
Portsmouth High School 1980 — 1984
HS, HS
Kevin Miele's Citigroup Investments Experience 2001 - 2005
Job Director, Sales Engineering SolarWinds
Industry Information Technology and Services
Experience
SolarWinds January 2010 - Present
Tek-Tools 2006 - 2010
The Hartford 2005 - 2006
Citigroup 2001 - 2005
Citigroup Investments 2001 - 2005
Citigroup, Travelers Life and Annuity 2001 - 2005
Skills
SAN, NAS, Storage, Virtualization, Storage Area Networks, Cloud Computing, Netbackup, Servers, Enterprise Software, VMware, Disaster Recovery, VMware ESX, Backup Solutions, Solaris, Storage Virtualization, Pre-sales, Infrastructure
Education
Central Connecticut State University 1993 — 1998
BS, MIS
East Hartford High 1990 — 1993
SolarWinds January 2010 - Present
Tek-Tools 2006 - 2010
The Hartford 2005 - 2006
Citigroup 2001 - 2005
Citigroup Investments 2001 - 2005
Citigroup, Travelers Life and Annuity 2001 - 2005
Skills
SAN, NAS, Storage, Virtualization, Storage Area Networks, Cloud Computing, Netbackup, Servers, Enterprise Software, VMware, Disaster Recovery, VMware ESX, Backup Solutions, Solaris, Storage Virtualization, Pre-sales, Infrastructure
Education
Central Connecticut State University 1993 — 1998
BS, MIS
East Hartford High 1990 — 1993
Jay Warner's Citigroup Investments Experience June 1999 - May 2000
Job Partner at Balter Capital Management
Industry Financial Services
Experience
Balter Liquid Alternatives, LLC October 2013 - Present
Balter Capital Management March 2007 - Present
Cue Ball Capital March 2006 - March 2007
Torque Partners, LLC June 2004 - February 2005
The Segalas Group May 2000 - May 2004
Citigroup Investments June 1999 - May 2000
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor Business Administration, Finance
Suffield Academy 1993 — 1994
Post-Graduate
Hopkins Academy 1989 — 1993
High School
Balter Liquid Alternatives, LLC October 2013 - Present
Balter Capital Management March 2007 - Present
Cue Ball Capital March 2006 - March 2007
Torque Partners, LLC June 2004 - February 2005
The Segalas Group May 2000 - May 2004
Citigroup Investments June 1999 - May 2000
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor Business Administration, Finance
Suffield Academy 1993 — 1994
Post-Graduate
Hopkins Academy 1989 — 1993
High School
Hunter Reisner's Citigroup Investments Experience 1997 - 2004
Job Chief Investment Officer at YMCA Retirement Fund
Industry Investment Management
Experience
YMCA Retirement Fund October 2010 - Present
ACI Capital Co., LLC 2005 - October 2010
Citigroup Investments 1997 - 2004
Smith Barney 1994 - 1997
Salomon Brothers 1991 - 1993
Butler Capital Corporation 1989 - 1991
Salomon Brothers 1986 - 1989
Morgan Stanley 1982 - 1984
Skills
Capital Markets, IPO, High Yield, Mergers, Venture Capital, Structured Products, Alternative Investments, Private Equity, Investment Management, Investments, Mergers & Acquisitions, Strategic Planning, LBO, Investment Strategies, Investment Banking, Portfolio Management, Fund Of Funds, Equities, Bonds, Mutual Funds, Management, Hedge Funds, Equity Capital Markets, Asset Management, Series 7, Securities, Financial Analysis, Bloomberg, Institutional..., Investment Advisory, Emerging Markets, Financial Modeling, Derivatives, Asset Allocation, Valuation, Finance, Wealth Management, Trading, Fixed Income, Due Diligence
Education
Stanford University Graduate School of Business 1984 — 1986
M.B.A.
Yale University 1978 — 1982
B.A., Economics and Mathematics
YMCA Retirement Fund October 2010 - Present
ACI Capital Co., LLC 2005 - October 2010
Citigroup Investments 1997 - 2004
Smith Barney 1994 - 1997
Salomon Brothers 1991 - 1993
Butler Capital Corporation 1989 - 1991
Salomon Brothers 1986 - 1989
Morgan Stanley 1982 - 1984
Skills
Capital Markets, IPO, High Yield, Mergers, Venture Capital, Structured Products, Alternative Investments, Private Equity, Investment Management, Investments, Mergers & Acquisitions, Strategic Planning, LBO, Investment Strategies, Investment Banking, Portfolio Management, Fund Of Funds, Equities, Bonds, Mutual Funds, Management, Hedge Funds, Equity Capital Markets, Asset Management, Series 7, Securities, Financial Analysis, Bloomberg, Institutional..., Investment Advisory, Emerging Markets, Financial Modeling, Derivatives, Asset Allocation, Valuation, Finance, Wealth Management, Trading, Fixed Income, Due Diligence
Education
Stanford University Graduate School of Business 1984 — 1986
M.B.A.
Yale University 1978 — 1982
B.A., Economics and Mathematics
Mike Parlapiano's Citigroup Investments Experience 1988 - 2006
Job Director, at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies November 2012 - Present
SS&C Technologies March 2006 - November 2012
Citigroup August 1988 - February 2006
MetLife Financial Services 2005 - 2006
Trumbull Street Investments LLC 2000 - 2006
Citigroup Investments 1988 - 2006
Travelers 1988 - 1995
Skills
Management, Fixed Income, Bloomberg, Derivatives, Analysis, Investments, Equities, Bonds, Auditing, SharePoint, Strategic Planning, Visio, Financial Accounting, Portfolio Management, Software Project..., Microsoft Excel, Mutual Funds, Management Consulting, Crystal Reports, Finance, Hedge Funds, Financial Risk, Business Requirements, Securities, Strategic Financial..., Change Management, Business Analysis, Financial Analysis, SDLC, Business Intelligence, Business Process, Sarbanes-Oxley Act, Requirements Analysis, Risk Management, Leadership, Program Management, Valuation, Project Portfolio..., Managerial Finance, CRM, Process Improvement, PMP, Requirements Gathering, Access, Financial Planning
Education
The University of Connecticut 1984 — 1988
BS in Business Administration, Accounting and Finance
SS&C Technologies November 2012 - Present
SS&C Technologies March 2006 - November 2012
Citigroup August 1988 - February 2006
MetLife Financial Services 2005 - 2006
Trumbull Street Investments LLC 2000 - 2006
Citigroup Investments 1988 - 2006
Travelers 1988 - 1995
Skills
Management, Fixed Income, Bloomberg, Derivatives, Analysis, Investments, Equities, Bonds, Auditing, SharePoint, Strategic Planning, Visio, Financial Accounting, Portfolio Management, Software Project..., Microsoft Excel, Mutual Funds, Management Consulting, Crystal Reports, Finance, Hedge Funds, Financial Risk, Business Requirements, Securities, Strategic Financial..., Change Management, Business Analysis, Financial Analysis, SDLC, Business Intelligence, Business Process, Sarbanes-Oxley Act, Requirements Analysis, Risk Management, Leadership, Program Management, Valuation, Project Portfolio..., Managerial Finance, CRM, Process Improvement, PMP, Requirements Gathering, Access, Financial Planning
Education
The University of Connecticut 1984 — 1988
BS in Business Administration, Accounting and Finance
Skip Vincelett's Citigroup Investments Experience 2002 - 2006
Job Independent Telecommunications Professional
Industry Telecommunications
Experience
Travelers Life & Annuity 2004 - 2008
Citigroup Investments 2002 - 2006
Skills
Call Center, Avaya, PBX, Telephony, Process Engineering, Problem Solving, Telecommunications, Disaster Recovery, Switches, Customer Relations, Change Management, Computer Hardware, Vendor Management, Visio, Customer Service, Microsoft Office, Call Centers, Data Center
Education
Central Connecticut State University 1967 — 1971
Travelers Life & Annuity 2004 - 2008
Citigroup Investments 2002 - 2006
Skills
Call Center, Avaya, PBX, Telephony, Process Engineering, Problem Solving, Telecommunications, Disaster Recovery, Switches, Customer Relations, Change Management, Computer Hardware, Vendor Management, Visio, Customer Service, Microsoft Office, Call Centers, Data Center
Education
Central Connecticut State University 1967 — 1971
Esteban Rakela's Citigroup Investments Experience May 2004 - March 2005
Job Analyst at Carl Marks Management Company
Industry Investment Management
Experience
Carl Marks Management Company January 2010 - Present
Ore Hill Partners March 2005 - December 2009
Citigroup Investments May 2004 - March 2005
TimesSquare Capital Management July 2003 - May 2004
Salomon Smith Barney July 2000 - July 2003
Skills
Financial Modeling, Equities, Private Equity, Investment Banking, Bloomberg, Hedge Funds, Valuation
Education
University of Pennsylvania - The Wharton School 1996 — 2000
B.S.E, Finance
Carl Marks Management Company January 2010 - Present
Ore Hill Partners March 2005 - December 2009
Citigroup Investments May 2004 - March 2005
TimesSquare Capital Management July 2003 - May 2004
Salomon Smith Barney July 2000 - July 2003
Skills
Financial Modeling, Equities, Private Equity, Investment Banking, Bloomberg, Hedge Funds, Valuation
Education
University of Pennsylvania - The Wharton School 1996 — 2000
B.S.E, Finance
Melissa Morrow's Citigroup Investments Experience 2003 - 2005
Job Investment Analyst
Industry Commercial Real Estate
Experience
Hartford Investment Management Company 2007 - Present
Travelers 2005 - 2007
Citigroup Investments 2003 - 2005
Skills
Portfolio Management, Fixed Income, Asset Management, Investments, Valuation, Bloomberg, Equities
Education
Florida Institute of Technology 1996 — 2001
Bachelor of Science (BS)
Hartford Investment Management Company 2007 - Present
Travelers 2005 - 2007
Citigroup Investments 2003 - 2005
Skills
Portfolio Management, Fixed Income, Asset Management, Investments, Valuation, Bloomberg, Equities
Education
Florida Institute of Technology 1996 — 2001
Bachelor of Science (BS)
Don Kuzoian's Citigroup Investments Experience August 2003 - July 2005
Job Equity Analyst
Industry Investment Management
Experience
Highbridge Capital Management, LLC July 2009 - December 2011
SAK, LLC August 2008 - October 2008
TMCC Funds November 2005 - June 2007
Citigroup Investments August 2003 - July 2005
ES Advisors, LLC September 2001 - August 2003
Citigroup Investments June 1999 - September 2001
Skills
Semiconductors, Wireless, Handsets, Financial Modeling, Wireless Networking, IP Networking, Telecom Infrastructure, Storage Area Networks, Optical Communications, Glass, Panels, Telecommunications, Solar PV, Fixed Income, Investments, Portfolio Management, Equity Research, Financial Advisory, Derivatives, Capital Markets, Asset Management, Valuation, Bloomberg, Alternative Investments, Strategy, Series 7, Risk Management, Investment Management, Financial Markets, Asset Allocation, Equities, Bonds, Hedge Funds, Securities, Trading, Mergers & Acquisitions, Mutual Funds, IP
Education
Quinnipiac University 1989 — 1993
Bachelor of Science, Finance
Highbridge Capital Management, LLC July 2009 - December 2011
SAK, LLC August 2008 - October 2008
TMCC Funds November 2005 - June 2007
Citigroup Investments August 2003 - July 2005
ES Advisors, LLC September 2001 - August 2003
Citigroup Investments June 1999 - September 2001
Skills
Semiconductors, Wireless, Handsets, Financial Modeling, Wireless Networking, IP Networking, Telecom Infrastructure, Storage Area Networks, Optical Communications, Glass, Panels, Telecommunications, Solar PV, Fixed Income, Investments, Portfolio Management, Equity Research, Financial Advisory, Derivatives, Capital Markets, Asset Management, Valuation, Bloomberg, Alternative Investments, Strategy, Series 7, Risk Management, Investment Management, Financial Markets, Asset Allocation, Equities, Bonds, Hedge Funds, Securities, Trading, Mergers & Acquisitions, Mutual Funds, IP
Education
Quinnipiac University 1989 — 1993
Bachelor of Science, Finance
Eddie Sanchez Jr.'s Citigroup Investments Experience February 1998 - May 2001
Job Portfolio Manager
Industry Financial Services
Experience
Blackthorn Investment Group August 2011 - June 2014
First New York Securities January 2009 - July 2011
Credit Suisse January 2008 - December 2008
ES Advisors, LLC January 2005 - December 2007
The Galleon Group January 2004 - December 2004
ES Advisors, LLC August 2001 - December 2003
Citigroup Investments February 1998 - May 2001
Skills
Portfolio Management, Hedge Funds, Financial Analysis, Bloomberg, Trading, Finance, Asset Allocation, Series 7, Equities, Alternative Investments, Financial Modeling, Strategy, Mergers, Asset Management, Securities, Corporate Finance, Options, Equity Research, Management, Fixed Income, Business Strategy, Asset Managment, Investments, Risk Management, Wealth Management, Mutual Funds, Analysis, Budgets, Bonds, Derivatives, Capital Markets, Competitive Analysis, Valuation, Investment Management, Equity Valuation
Education
Creighton University
MS, Security Analysis and Portfolio Management
Trinity College-Hartford
MA, Economics
Quinnipiac University
BS, Computer Science
Blackthorn Investment Group August 2011 - June 2014
First New York Securities January 2009 - July 2011
Credit Suisse January 2008 - December 2008
ES Advisors, LLC January 2005 - December 2007
The Galleon Group January 2004 - December 2004
ES Advisors, LLC August 2001 - December 2003
Citigroup Investments February 1998 - May 2001
Skills
Portfolio Management, Hedge Funds, Financial Analysis, Bloomberg, Trading, Finance, Asset Allocation, Series 7, Equities, Alternative Investments, Financial Modeling, Strategy, Mergers, Asset Management, Securities, Corporate Finance, Options, Equity Research, Management, Fixed Income, Business Strategy, Asset Managment, Investments, Risk Management, Wealth Management, Mutual Funds, Analysis, Budgets, Bonds, Derivatives, Capital Markets, Competitive Analysis, Valuation, Investment Management, Equity Valuation
Education
Creighton University
MS, Security Analysis and Portfolio Management
Trinity College-Hartford
MA, Economics
Quinnipiac University
BS, Computer Science
Pam Westmoreland's Citigroup Investments Experience 1989 - 2004
Job Managing Director at GE
Industry Investment Management
Experience
GE Asset Mgt 2010 - Present
GE 2007 - Present
Litchfield Capital Holdings llc 2006 - 2007
Citigroup Investments 1989 - 2004
Travelers Insurance Co 1989 - 2003
Tandem Computers 1986 - 1989
Skills
Investments, Fixed Income
Education
Duke University - The Fuqua School of Business
MBA, business
GE Asset Mgt 2010 - Present
GE 2007 - Present
Litchfield Capital Holdings llc 2006 - 2007
Citigroup Investments 1989 - 2004
Travelers Insurance Co 1989 - 2003
Tandem Computers 1986 - 1989
Skills
Investments, Fixed Income
Education
Duke University - The Fuqua School of Business
MBA, business
Allen Cantrell, CFA, CAIA's Citigroup Investments Experience 1986 - 2005
Job President at MCA Funds
Industry Investment Management
Experience
MCA Funds November 2013 - Present
CUNA Mutual Group 2007 - Present
Citigroup Investments 1986 - 2005
Travelers Life & Annuity 1986 - 2005
Travelers Insurance/ Citigroup 1986 - 2005
Travelers Insurance 1986 - 2005
Citigroup 1986 - 2005
Skills
Strategic Financial..., Portfolio Management, Derivatives, Financial Modeling, Investments, Fixed Income, Asset Managment, Banking, Financial Analysis, Bonds, Mergers & Acquisitions, Risk Management, Asset Allocation, Corporate Finance, Alternative Investments, Financial Risk, Financial Markets, Hedge Funds, Financial Advisory, Financial Structuring, Private Placements, Restructuring, Valuation, Credit Analysis, Due Diligence, Credit, Finance, Securities, Capital Markets, Emerging Markets, Insurance, Investment Advisory, Management, Investment Management, Wealth Management, Loans, Private Equity, Venture Capital, Asset Management, Trading, Equities, Investment Banking, Investment Strategies, Financial Services, Series 7, Mutual Funds, Bloomberg, Investor Relations, Structured Finance, Project Finance
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance, Statistics
DePauw University 1980 — 1984
BA, Mathematics, Religion
MCA Funds November 2013 - Present
CUNA Mutual Group 2007 - Present
Citigroup Investments 1986 - 2005
Travelers Life & Annuity 1986 - 2005
Travelers Insurance/ Citigroup 1986 - 2005
Travelers Insurance 1986 - 2005
Citigroup 1986 - 2005
Skills
Strategic Financial..., Portfolio Management, Derivatives, Financial Modeling, Investments, Fixed Income, Asset Managment, Banking, Financial Analysis, Bonds, Mergers & Acquisitions, Risk Management, Asset Allocation, Corporate Finance, Alternative Investments, Financial Risk, Financial Markets, Hedge Funds, Financial Advisory, Financial Structuring, Private Placements, Restructuring, Valuation, Credit Analysis, Due Diligence, Credit, Finance, Securities, Capital Markets, Emerging Markets, Insurance, Investment Advisory, Management, Investment Management, Wealth Management, Loans, Private Equity, Venture Capital, Asset Management, Trading, Equities, Investment Banking, Investment Strategies, Financial Services, Series 7, Mutual Funds, Bloomberg, Investor Relations, Structured Finance, Project Finance
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance, Statistics
DePauw University 1980 — 1984
BA, Mathematics, Religion
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY