Citigroup- Private Bank

Description

Citi Private Bank, a subsidiary of multinational banking conglomerate Citigroup, markets Private banking services for ultra-high net worth clients, including entrepreneurs and senior corporate executives. It has 60 offices in 23 countries. CEO: Peter Clive Charrington (Sep 2014–) Subsidiaries: Citi Private Bank, Asset Management Arm, Citigroup Private Bank (hong Kong), Asset Management Arm Parent organization: Citigroup

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Citigroup- Private Bank Employees

Employee
Years
Job
Industry
Steven Yi Steven Yi Hopewell Junction, New York Details
Steven Yi's Citigroup- Private Bank Experience February 2001 - September 2006
Job Managing Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  October 2006 - Present
Citigroup Private Bank  February 2001 - September 2006
IBJ Whitehall  August 1989 - September 2000
Arthur Andersen & Co.   June 1985 - June 1987

Skills
Lending to Ultra High..., Lending to middle..., Providing subscription...

Education
Columbia University - Columbia Business School   1987 — 1989
Master of Business Administration (MBA), Finance, General

Wesleyan University   1981 — 1985
Bachelor of Arts (BA), Economics

Thomas Comiskey Thomas Comiskey Greater New York City Area Details
Thomas Comiskey's Citigroup- Private Bank Experience 2004 - 2008
Job HSBC VP Compliance Assurance
Industry Banking
Experience
HSBC  March 2014 - Present
Standard Chartered Bank  February 2008 - February 2014
Citigroup Private Bank  2004 - 2008
Citigroup  2004 - 2008
Credit Agricole Indosuez  April 1999 - July 2004
The Chase Manhattan Bank  1994 - 1998
The Chase Manhattan Bank  1994 - 1998
ABN AMRO  1990 - 1994

Skills
AML, Banking, Capital Markets, Commercial Banking, Credit Risk, Due Diligence, Financial Risk, Investment Banking, Operational Risk, Operational Risk..., Risk Management, Derivatives, Enterprise Risk..., Equities, KYC, Anti Money Laundering

Education
LIU Post   1991 — 1993

Dowling College   1986 — 1990
BBA, Accounting, Finance

Brian Rosenberg Brian Rosenberg Greater New York City Area Details
Brian Rosenberg's Citigroup- Private Bank Experience July 2001 - July 2002
Job Managing Director, Head of Sales North America, Information Services at FTSE Russell
Industry Financial Services
Experience
FTSE Russell  April 2015 - Present
SunGard Financial Systems  January 2014 - April 2015
SunGard Financial Systems  May 2013 - January 2014
MSCI Inc.  July 2010 - April 2012
RiskMetrics Group  January 2010 - January 2011
RiskMetrics Group  May 2008 - January 2010
RiskMetrics Group  August 2004 - May 2008
Private Business  July 2002 - August 2004
Citigroup Private Bank  July 2001 - July 2002
Instinet  1999 - 2001

Education
Fordham Gabelli School of Business   1999 — 2001
MBA, Finance and Information and Communication Systems

University at Albany, SUNY
BA, Political Science

Jonathan Graf Jonathan Graf New York, New York Details
Jonathan Graf's Citigroup- Private Bank Experience 2004 - 2006
Job Director of Quality Engineering at Schoology
Industry Information Technology and Services
Experience
Schoology  November 2014 - Present
Macmillan  April 2013 - November 2014
HBO  April 2009 - March 2013
HBO  May 2008 - April 2009
HBO  February 2006 - May 2008
Citigroup Private Bank  2004 - 2006
Con Edison  June 2000 - August 2004

Skills
Weblogic, Hibernate, XSLT, Web Services, Ant, Maven, Oracle SQL, Spring, SAML, Integration, SOA, JUnit, Subversion, XML, Swing, SQL, Oracle, Databases, Mobile Devices, Android, WebLogic, Spring Framework

Education
New York University   2000 — 2004
BA, Computer Science

Carly Nunez Carly Nunez Greater New York City Area Details
Carly Nunez's Citigroup- Private Bank Experience September 2005 - May 2006
Job Executive Assistant to CEO at ReSources USA
Industry Marketing and Advertising
Experience
Re-Sources USA   July 2008 - Present
Victoria's Secret Direct  May 2006 - July 2008
Victoria's Secret Direct  2006 - 2008
Citigroup Private Bank  September 2005 - May 2006
MetLife Investors  August 1999 - September 2005
Supreme Building Maintenance Corp.   October 1989 - May 1999

Skills
Time Management, Administrative..., Management, Human Resources, Marketing, Accounts Receivable, Invoicing, Lotus Notes, Outlook, PeopleSoft, Office Management, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Team Leadership, Project Management, Payroll, Process Improvement, Budgets, System Administration

Education
DeVry University   2002 — 2004
Business Administration

Patricia Naranjo Patricia Naranjo Houston, Texas Details
Patricia Naranjo's Citigroup- Private Bank Experience 2004 - 2005
Job Assistant Professor of Accounting at Rice University
Industry Accounting
Experience
Rice University  July 2014 - Present
Banco Penta   2006 - 2009
HSBC  2005 - 2006
Citigroup Private Bank  2004 - 2005

Skills
Stata, SAS, VBA, Matlab, R, SQL, Econometrics, Accounting

Education
Massachusetts Institute of Technology - Sloan School of Management   2009 — 2014
Doctor of Philosophy (PhD), Accounting

Pontificia Universidad Católica de Chile   1998 — 2003
B.Eng. in Industrial and Bioprocess Engineering

Itai Biederman Itai Biederman Greater New York City Area Details
Itai Biederman's Citigroup- Private Bank Experience 2004 - 2006
Job International Business Development/Sales Executive
Industry Renewables & Environment
Experience
Private Investment & Consulting   2013 - Present
UGE  July 2014 - July 2015
Gota Water S.A.   2010 - 2012
Standard Chartered Bank  2010 - 2011
UBS AG  2006 - 2010
Citigroup Private Bank  2004 - 2006
JP Morgan Private Bank  1999 - 2001

Skills
Investments, Portfolio Management, Business Development, Entrepreneurship, Private Equity, Wealth Management, Leadership, Start-ups, Negotiation, Strategy, Executive Management, Sales, Spanish, Relationship Management, Renewable Energy, Latin America, Venture Capital, Account Management, International Business, Private Banking, Investor Relations, Alternative Investments, Real Estate, Corporate Social..., Banking, Financial Advisory, Key Account Management, Capital Markets, Emerging Markets, Wealth Management..., Due Diligence, Hedge Funds, Investment Advisory, Asset Management, Financial Markets, Asset Allocation, Strategic Financial..., Equities, Investment Strategies, CRM, Client Acquisition, Management, Cross-functional Team..., Business Strategy

Education
Thunderbird School of Global Management   2002 — 2004
MIM, Masters in International Management, Global Finance

Fordham University - Graduate School of Business Administration   2002 — 2004
MBA, Finance

University of Michigan
BA, Psychology, Pre-Med

Tel Aviv University

Brookline High School

Daniel A. Battaglia Daniel A. Battaglia Fayetteville, Georgia Details
Daniel A. Battaglia's Citigroup- Private Bank Experience June 2002 - August 2002
Job Marketing Professional & Graphic Designer
Industry Marketing and Advertising
Experience
Castle Medical, LLC  January 2014 - Present
Write Our Movie   October 2010 - January 2014
AHC Media  2013 - 2013
Yokogawa  January 2012 - December 2012
MTV Networks  June 2009 - April 2011
MTV Networks  July 2006 - June 2009
Quantum Growth Coaching   September 2005 - May 2006
The Active Network / Active Europe   January 2004 - May 2005
Citigroup Private Bank  June 2002 - August 2002

Skills
Event Planning, Marketing, Digital Media, Social Media, Event Management, Project Management, SEO, Copywriting, Entrepreneurship, Start-ups, Graphic Design, Social Media Marketing, Social Networking, Creative Writing, Screenwriting, Web Design, Sports, Creative Direction, Online Marketing, Advertising, Video Editing, Adobe Creative Suite, Brand Development, Entertainment, Video Production, Strategy, WordPress, Blogging, Facebook

Education
Savannah College of Art and Design   2012 — 2013
Certificate in Digital Publishing, Graphic Design

University of Southern California   2011 — 2011
Certificate, Digital Media and Technology Management Program

University of San Diego   2002 — 2005
Bachelor of Business Administration (BBA), Marketing

Bentley University   2000 — 2001

Andrea Barrezueta Andrea Barrezueta Greater New York City Area Details
Andrea Barrezueta's Citigroup- Private Bank Experience September 2002 - May 2004
Job Investor, Executive Director, Global Investment Opportunities at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan   August 2012 - Present
HSBC Corporate, Investment Banking & Markets   May 2006 - August 2012
Wells Fargo Capital Markets  June 2004 - May 2006
Wells Fargo  2004 - 2006
Citigroup Private Bank  September 2002 - May 2004
Citi Private Bank  2000 - 2004
Citigroup Private Bank  April 2000 - September 2002

Skills
Equities, Commodity, Foreign Exchange, Structured Products, Wealth Management, Derivatives, Financial Structuring, Currency, Hedging, Rates, Fixed Income, Alternative Investments, FX Options, Financial Risk, Investments, Portfolio Management, Private Equity, Structured Finance, Trading, Valuation

Education
Thunderbird, the Gavin School of International Management   1999 — 2000
MBA

Thunderbird School of Global Management   1998 — 1999
Masters in International Management

Florida International University   1993 — 1995
BBA

Reginald Duvivier Reginald Duvivier Brooklyn, New York Details
Reginald Duvivier's Citigroup- Private Bank Experience July 2010 - June 2013
Job Alternative Investments Analyst at Citigroup
Industry Financial Services
Experience
Citigroup  June 2013 - Present
Citigroup Private Bank  July 2010 - June 2013
Citigroup Private Bank  September 2006 - July 2010

Skills
Banking, Business Analysis, Financial Analysis, Microsoft Office, Analysis, Process Improvement, Leadership, Finance, Project Management, Financial Services, Wealth Management, Risk Management

Education
CUNY Medgar Evers College
BA, English, A

Nassau Community College
Associate of Science (A.S.), Computer Science

Gary Morgen Gary Morgen Greater New York City Area Details
Gary Morgen's Citigroup- Private Bank Experience 1998 - 2001
Job VP Product and Project Management at Hachette Book Group
Industry Information Technology and Services
Experience
Hachette Book Group  November 2014 - Present
BPM Consulting Services   August 2013 - November 2014
ALLSector Technology Group  December 2008 - May 2013
ALLSector Technology Group  December 2008 - October 2010
Citi  January 1998 - March 2009
CitiGroup  January 1995 - March 2008
Citigroup Private Bank  1998 - 2001
Ex Machina  March 1994 - February 1996
Paper Software   July 1993 - March 1994
IBM  January 1982 - February 1993

Skills
IT Strategy, SDLC, Business Development, Consulting, Business Process Design, Vendor Management, SaaS, Integration, Software Project..., IT Management, Cloud Computing, Enterprise Architecture, Data Warehousing, Project Management, Management, Program Management, Enterprise Software, Business Process..., Project Portfolio..., Agile Methodologies, Business Process, Business Intelligence, Solution Architecture, Disaster Recovery, PMO, Requirements Gathering, Software Development, Business Process..., PMP, Start-ups, SharePoint, SOA, Governance, Outsourcing, IT Operations, Requirements Analysis, Professional Services, Business Process..., Agile Project Management, Business Continuity, Information Technology, Business Architecture, Process Improvement, Business Transformation, Global Delivery, Visio, IT Outsourcing, Data Center, Resource Management, IT Service Management

Education
State University of New York at Binghamton   1977 — 1982
Bachelor of Science (B.S.)

Brian Morrisroe Brian Morrisroe Greater New York City Area Details
Brian Morrisroe's Citigroup- Private Bank Experience 2001 - 2003
Job Senior Private Banker at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust  May 2014 - Present
City National Bank  October 2012 - January 2014
First Republic Bank  July 2011 - July 2012
TD Wealth Management  March 2004 - July 2011
Citigroup Private Bank  2001 - 2003

Skills
Investments, Wealth Management, Banking, Credit, Commercial Banking, Strategic Financial..., Finance, Private Banking, Investment Management, Loans, Credit Analysis, Commercial Lending, Asset Management, Trading, Emerging Markets, Equities, Asset Managment, Capital Markets, Loan Origination, Retail Banking, Mortgage Lending, Structured Credit

Education
Fordham University - Graduate School of Business Administration   1999 — 2001
MBA, Finance, Accounting

SUNY Albany   1988 — 1992
BS, Business Administration

Jacqueline Land Jacqueline Land Miami/Fort Lauderdale Area Details
Jacqueline Land's Citigroup- Private Bank Experience 1997 - 2001
Job Regional Real Estate Specialist at US Trust Bank of America
Industry Banking
Experience
US Trust  August 2007 - Present
Citigroup Private Bank Florida   June 2005 - July 2007
US Trust  2003 - 2005
First Repubublic Bank   2001 - 2003
Citigroup Private Bank  1997 - 2001
Citibank N A  1993 - 1997

Skills
Private Banking, Commercial Banking, Investment Management, Capital Markets, High Net Worth..., Strategic Financial..., Mergers & Acquisitions, Investments, Wealth Management, Banking, Mortgage Lending, Credit

Education
New York University   2003 — 2005
Diploma Program in Credit Analysis

Fairleigh Dickinson University
B.S. Economics & Finance

Alvin Lim Alvin Lim Greater New York City Area Details
Alvin Lim's Citigroup- Private Bank Experience May 2006 - August 2006
Job Connectivity Developer at Citco Fund Services, Graduate Student in Quantitative Finance
Industry Financial Services
Experience
Citco Fund Services  January 2014 - Present
Citco Fund Services  December 2012 - December 2013
Citco Fund Services  February 2010 - December 2012
Oracle Financial Services Software Ltd  July 2007 - January 2010
Citigroup Private Bank  May 2006 - August 2006
Singapore Armed Forces  May 2002 - May 2003

Skills
C++, Matlab, R, VBA, Java, Oracle, Unix, Python, Options, Hibernate, Financial Modeling, Programming, SQL, Quantitative Finance, OOP, Fixed Income, Spring, Hedge Funds, Subversion, Equities, XML, Web Services, Derivatives, PL/SQL, Linux, Sybase, Eclipse, Time Series Analysis, Maven, JIRA, Groovy, Spring Integration, Java Enterprise Edition, SDLC, Spring Framework

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2011 — 2015
Master of Quantitative Finance, GPA 3.705

National University of Singapore   2003 — 2007
Bachelor of Computing - Honours in Computer Science, Computer Science

Sohily Ali Sohily Ali Greater New York City Area Details
Sohily Ali's Citigroup- Private Bank Experience November 2004 - February 2012
Job Project Manager
Industry Investment Banking
Experience
Bank Leumi USA  June 2015 - Present
Dynamic Edge Solutions   September 2014 - April 2015
Citigroup Citi Trust   April 2012 - July 2014
Citigroup Private Bank  November 2004 - February 2012
AIG  April 2001 - October 2004
ClickRadio  June 2000 - April 2001
Muze  May 1998 - June 2000

Skills
Business Analysis, Recruiting, SDLC, Business Strategy, Leadership, Vendor Management, Software Documentation, Visio, Unix, SharePoint, Integration, Project Planning, Sybase, Crystal Reports, Use Case Analysis, SQL, Quality Center, Requirements Analysis, Negotiation, Talent Management, Management, Risk Management, Consulting, Analysis, PMO

Education
City University of New York-Queens College   1996 — 2000

Ed Wilson Ed Wilson Stamford, Connecticut Details
Ed Wilson's Citigroup- Private Bank Experience April 1997 - July 2003
Job Director & Senior Portfolio Manager at Webster Private Bank
Industry Financial Services
Experience
Webster Private Bank   May 2014 - Present
Wells Fargo Advisors, LLC  June 2010 - May 2014
JPMorgan  2005 - June 2010
Northern Trust  2003 - 2005
Citigroup Private Bank  April 1997 - July 2003
Prudential Financial  July 1992 - April 1997
Chase Manhattan Bank  1985 - 1987

Skills
Finance, Wealth Management, Investments, Insurance, Alternative Investments, Series 7, Portfolio Management, Asset Allocation, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, Investment Advisory

Education
Fordham University - Graduate School of Business Administration   1997 — 1998
MBA, Finance

Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Professional

Fairfield University   1981 — 1985
Bachelor of Science, Finance

Stepinac

Shaun Martinez Shaun Martinez New York, New York Details
Shaun Martinez's Citigroup- Private Bank Experience February 2005 - June 2006
Job IT Service Delivery Manager, Americas at Dentsu Aegis Network
Industry Information Technology and Services
Experience
Dentsu Aegis Network  June 2015 - Present
IQPC  August 2014 - May 2015
360i  June 2014 - August 2014
Centerlight Health System  November 2013 - June 2014
SMartinez & Company, LLC   May 2012 - November 2013
Hess Corporation  January 2012 - August 2013
The College Board  November 2010 - January 2012
United Nations Head Quarters   September 2007 - October 2010
Watchers International Corp   June 2005 - July 2007
Citigroup Private Bank  February 2005 - June 2006

Skills
ITIL, Crystal Reports, Siebel, Business Objects, Microsoft Office, Lotus Notes, Cisco Call Manager, Heat, Remedy, WebEx, GoToMeeting, Telepresence, Active Directory, Blackberry Enterprise..., iPhone, BMC Remedy, Training, Technical Support, Information Technology, Management, Help Desk Support, Project Management, Cloud Computing, Leadership, Networking

Education
Cornell University - Johnson Graduate School of Management   2014 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 4.0

Pace University   2010 — 2012
Masters Degree, Computers and Information Systems; Project Management

Monroe College   2006 — 2009
Bachelors Degree, Science

Curtis High School   1996 — 2000
Diploma, Computer Science

Jen Burritt Jen Burritt Springfield, Massachusetts Area Details
Jen Burritt's Citigroup- Private Bank Experience July 2001 - December 2010
Job Realtor at Keller Williams Realty, Longmeadow MA, and Former Hogan Technical Banking Consultant
Industry Information Technology and Services
Experience
Keller Williams Realty  March 2011 - Present
Citigroup Private Bank  July 2001 - December 2010
Fleet Bank, Albany NY   March 2001 - July 2001
US Bank, St. Paul Mn   June 2000 - March 2001
State Street Bank  January 1999 - January 2000
First Security Corp, Salt Lake City, UT   November 1997 - January 1999
Summit Bancorp, Ridgefield Park NJ   March 1996 - October 1997
Norwest, Minneapolis, MN   January 1996 - March 1996
Chase Manhattan, NYC, NY   October 1992 - October 1995
Society, Cleveland, OH   April 1992 - October 1992

Skills
Selling, Investors, Condos, Sellers, Real Estate, Residential Homes, Consulting, Business Analysis, Loans, Listings, Customer Service, Relocation, Property, Sales, Investment Properties, Marketing

Education
Arizona State University, W. P. Carey School of Business   1979 — 1982
B.S., Accounting

Girls Preparatory School (G.P.S.) Chattanooga, Tennessee   1976 — 1977

Harpeth Hall School, Nashville, Tennessee   1972 — 1975

Brooke Smith Brooke Smith Greater New Orleans Area Details
Brooke Smith's Citigroup- Private Bank Experience 1994 - 1996
Job Chief of Staff, Office of Mayor Mitch Landrieu, City of New Orleans
Industry Government Administration
Experience
City of New Orleans  2014 - Present
Office of Mayor Mitch Landrieu, City of New Orleans   2010 - 2014
Office of Lieutenant Governor, State of Louisiana   2008 - 2009
Louisiana Serve Commission, Lt. Governor's Office   2006 - 2008
World Health Organization, United Nations   2004 - 2006
UICC International Union Against Cancer   2002 - 2004
Lightning Instrumentation   2001 - 2002
FirstQuote   1998 - 2001
Clariden Bank, Credit Suisse   1996 - 1998
Citigroup Private Bank  1994 - 1996

Skills
Strategic Planning, Strategic Partnerships, Social Entrepreneurship, Government, Public/private..., International..., Public Policy, Program Management, Capacity Building, Grants, Community Development, Proposal Writing, Nonprofits, Strategic Communications, Partnerships, Program Development, Strategy, NGOs, Economic Development

Education
Louisiana State University and Agricultural and Mechanical College   1988 — 1993
Bachelor's Degree, BSc, International Trade & Finance and BA, French

Universite d'Angers, France   1990 — 1991

Mike Bianco Mike Bianco Miami/Fort Lauderdale Area Details
Mike Bianco's Citigroup- Private Bank Experience February 2001 - May 2009
Job Regional Supervisory Principal Latin American Division at Citi Private Bank
Industry Banking
Experience
Citi Private Bank  February 2010 - June 2015
Citigroup Private Bank  February 2001 - May 2009
Westmark Mortgage Corporation   January 1999 - January 2001
Citibank Consumer Bank Division   February 1995 - December 1998
Citibank  January 1993 - January 1995

Skills
Series 7, Financial Services, Risk Management, Training, Wealth Management, Retail Banking, Banking, Portfolio Management, Credit, Relationship Management, Financial Risk, Private Banking

Education
University of Virginia   1992 — 1994
CBA Graduate Degree, Consumer's Banking Assoc - Retail Banking

Providence College   1971 — 1975
B.S., Business Management

Connie Jungbluth Connie Jungbluth Phoenix, Arizona Area Details
Connie Jungbluth's Citigroup- Private Bank Experience 2006 - 2008
Job President of Real Estate Research Realty
Industry Civic & Social Organization
Experience
Real Estate Research Realty   February 2014 - Present
PLAN of Arizona, a nonprofit organization   2014 - Present
Cutty Legacy Foundation   2011 - Present
Arizona Republican Party  August 2014 - Present
Arizona Community Foundation  2001 - 2013
The Phoenix Symphony  2007 - 2010
Citigroup Private bank  2006 - 2008
Phoenix Children's Hospital Foundation  2006 - 2008
Bank of America  2000 - 2006
Arthur Andersen  1998 - 2000

Skills
Negotiation, Real Estate Marketing, Real Estate, Phoenix Real Estate, Real Property, First Time Home Buyers, Seller Residential Real..., Risk Management, Buyers Residential Real..., Luxury, First Time Home Sellers, Management, Investment Properties, Single Family Homes, Real Estate Transactions, Event Management, Marketing Strategy, Home Staging, Relocation, Move Up Buyers, 1031 Exchanges, Listings, Strategic Planning, Tax, Accounting, Strategy, Non-profits, Business Planning, Public Speaking, Investments, Business Strategy, Leadership, Organizational..., Team Leadership, Leadership Development, Team Building, Finance, Financial Analysis, Budgeting, Financial Modeling, Budgets, Nonprofits

Education
Colorado State University   1973 — 1977
BA, Business Administration-Accounting

Alice (Hsu) Wang Alice (Hsu) Wang Orange County, California Area Details
Alice (Hsu) Wang's Citigroup- Private Bank Experience March 2007 - December 2007
Job Relationship Manager
Industry Financial Services
Experience
HSBC Private Bank  August 2011 - May 2013
US Trust  January 2008 - August 2011
Citigroup Private Bank  March 2007 - December 2007
Merrill Lynch Bank and Trust   January 2006 - January 2007
Ameriprise Financial Advisors  December 2001 - January 2006

Skills
Investments, Credit, Banking, Wealth Management, Series 7, Private Banking, Mandarin, Shanghainese, Series 66, Trust Services, Succession Planning, Philanthropy, Asset Management, Financial Planning, Asset Managment, Strategic Financial..., Uniform Combined State..., Portfolio Management, Wealth Management..., Investment Advisory, Investment Management, Series, KYC, Estate Planning, Relationship Management, Management, Business Development, Finance

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2013
MBA

San Francisco State University   2010 — 2010
Executive Certificate in Financial Planning

University of San Francisco   1999 — 2002
B.S.

Ilya Braz Ilya Braz Greater New York City Area Details
Ilya Braz's Citigroup- Private Bank Experience May 2003 - August 2003
Job General Counsel at GFI Capital
Industry Real Estate
Experience
GFI Capital Resources Group, Inc.   January 2012 - Present
Africa Israel USA  June 2008 - January 2012
REDEMA, INC   April 2006 - June 2008
PETER AXELROD & ASSOCIATES   November 2004 - April 2006
United States Attorney's Office  August 2003 - November 2004
CITIGROUP PRIVATE BANK  May 2003 - August 2003
Hawkins Delafield & Wood LLP  July 2001 - August 2001
NEW YORK STATE HOUSING FINANCE AGENCY  June 2000 - August 2000

Skills
Developments, Litigation, Real Estate Development, Joint Ventures, Corporate Governance, Investments, Legal Writing, Legal Research, Real Estate Transactions, Real Estate, Negotiation, Leases, Commercial Real Estate, Disposition, Legal Assistance

Education
Brooklyn Law School   1999 — 2002
JD, Law

Clark University   1995 — 1999
BA, Economics and Government

Poly Prep   1993 — 1995

Adriana Arroyo Adriana Arroyo Greater New York City Area Details
Adriana Arroyo's Citigroup- Private Bank Experience August 1994 - 2008
Job Vice President at City National Bank
Industry Financial Services
Experience
City National Bank  September 2008 - Present
Citigroup Private Bank  August 1994 - 2008

Skills
Private Banking, Banking

Education
Iona College
BA, International Studies, with a concentration in Business

Alex Yaroslavsky Alex Yaroslavsky Greater New York City Area Details
Alex Yaroslavsky's Citigroup- Private Bank Experience September 2005 - December 2006
Job Vice President, Corporate Training Group at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   September 2015 - Present
Baruch College  January 2011 - Present
Association for Conflict Resolution of Greater New York   July 2009 - Present
Goldman Sachs  January 2013 - September 2015
FINRA  November 2001 - September 2015
Yaro Group, LLC   June 2000 - September 2015
John Jay College  January 2006 - December 2012
Port Authority of NY & NJ  April 2007 - January 2010
Citigroup Private Bank  September 2005 - December 2006
U.S. Trust   July 2002 - December 2006

Skills
Conflict Resolution, Training, Mediation, Executive Coaching, Leadership, Conflict Management, Coaching, Analysis, Human Resources, Organizational Design, Employee Relations, Strategic Planning, Policy, Project Management, Arbitration, Alternative Dispute..., Management, Nonprofits, Teaching, Workshop Facilitation, Dispute Resolution, Team Building, Negotiation, HRIS, Business Analysis, Interviews, Personnel Management, Employee Benefits, Report Writing, Business Process..., Access, Recruiting, Data Analysis, Business Intelligence, SaaS, Conflict, Russian, Customer Service, Family Mediation, Retreat Facilitation, Strategic Thinking, Training &..., Deferred Compensation, University Teaching, College Teaching, Cultural Differences, 360 Feedback, Qualified Mediator, Strategy, Leadership Development

Education
Coro - Leadership NY XVIII   2006 — 2007

Cornell University   1993 — 1995
MILR, Industrial & Labor Relations

New York University - Leonard N. Stern School of Business   1987 — 1991
BS, Marketing, International Business

Brooklyn Technical High School   1983 — 1987
HS, Bio-Med

Seth Low, IS 96   1980 — 1983

Saraschandra Batchu Saraschandra Batchu Greater New York City Area Details
Saraschandra Batchu's Citigroup- Private Bank Experience January 2011 - Present
Job Vice President at Citigroup Private Bank
Industry Banking
Experience
Citigroup Private Bank  January 2011 - Present
Citi Private Bank  2001 - 2010
Paperfly, Inc   2000 - 2001
Newgen Software Technologies  1996 - 2000

Skills
Document Imaging

Education
Annamalai University   1994 — 1997
MCA, Computers

Sri Krishnadevaraya University   1991 — 1994
BSC, Computers

Government Junior College, Kurnool   1989 — 1991
Intermediate, Computers

Lal Bahadur English Medium High School, Anantapur   1983 — 1989
Schooling

Maura Griffin, CFP® MBA Maura Griffin, CFP® MBA New York, New York Details
Maura Griffin, CFP® MBA's Citigroup- Private Bank Experience June 2004 - September 2005
Job Blue Spark Capital Advisors
Industry Financial Services
Experience
Blue Spark Capital Advisors   August 2011 - Present
Fallen Angel Theatre Company   March 2015 - Present
Capital Research and Management   February 2006 - March 2012
Citigroup Private Bank  June 2004 - September 2005
UBS Investment Bank  June 1998 - April 2004
The Globe Bookstore and Coffeehouse, Prague   1993 - 1998

Education
Columbia University - Columbia Business School
MBA, Finance

Georgetown University
B.A., Literature

Wilbraham Monson Academy

Scotti D. Fujisaka Scotti D. Fujisaka Greater New York City Area Details
Scotti D. Fujisaka's Citigroup- Private Bank Experience 1998 - 2005
Job Director, Electronic Discovery & Litigation Support at Sullivan & Cromwell LLP
Industry Law Practice
Experience
Sullivan & Cromwell LLP  January 2015 - Present
Sullivan & Cromwell LLP  January 2008 - December 2014
Sullivan & Cromwell LLP  February 2006 - December 2007
Citigroup Investment Bank  2005 - 2006
Citigroup Private Bank  1998 - 2005

Education
Northeastern University

University of Hawaii

Eugene Parmar Eugene Parmar Staten Island, New York Details
Eugene Parmar's Citigroup- Private Bank Experience March 2007 - August 2007
Job Foreign Exchange Department
Industry Financial Services
Experience
Morgan Stanley  November 2013 - Present
Morgan Stanley Wealth Management  August 2007 - November 2013
Citigroup Private Bank  March 2007 - August 2007
Deutsche Bank Securities  January 2006 - March 2007

Skills
Quantitative Analytics, Quantitative Research, Quantitative Finance, Investment Banking, Finance, Equity Trading, Stock Trading, Bloomberg Terminal, Microsoft Office, Written & Verbal..., Dependable Team Player, Highly motivated..., Self-motivated Team..., Technology, Fixed Income, Equities, KYC, Bloomberg, FINRA, Due Diligence, Investment Strategies, Investment Management, Mutual Funds, Bonds, Options, Wealth Management..., FX trading, Equity Derivatives, Equity Research, Derivatives, Investment Advisory, Asset Management, Investments, Financial Advisory, Wealth Management, Securities, Foreign Exchange, Client Services, Settlement, Financial Risk, Prime Brokerage, Middle Office, FX Options, Currency

Education
Brooklyn College   2001 — 2005
Bachelor of Science (B.S.), Business Management and Finance

Jacqueline Lucas Jacqueline Lucas Greater New York City Area Details
Jacqueline Lucas's Citigroup- Private Bank Experience December 2005 - September 2006
Job Vice President, Human Resources at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley  January 2014 - Present
Morgan Stanley  2011 - Present
Rovi Corp  2008 - 2011
Jack Morton Worldwide  2006 - 2008
Jack Morton  2006 - 2008
Citigroup Private Bank  December 2005 - September 2006
Time Inc.  January 2004 - December 2005

Skills
Corporate Communications, Employee Relations, Talent Management, Talent Acquisition, Strategy, Leadership, Management, Deferred Compensation, Internal Communications, Screening, Mergers & Acquisitions, Time Management, Recruiting, Performance Management, Employee Benefits, Human Resources, Coaching, Employee Engagement

Education
Manhattan College   1998 — 2003
BS, Finance & Marketing

Bradley Wyndowe Bradley Wyndowe Greater New York City Area Details
Bradley Wyndowe's Citigroup- Private Bank Experience August 1997 - March 2001
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank  October 2010 - Present
Citigroup  January 2010 - March 2011
Citigroup Capital Markets  October 2008 - December 2009
Citigroup Capital Markets  March 2001 - April 2008
Citigroup Private Bank  August 1997 - March 2001
RBC Capital Markets  1995 - 1997

Skills
Fixed Income, Bloomberg, Structured Products, Bonds, Derivatives, Emerging Markets, Hedge Funds, Investments, Portfolio Management, Private Banking, ABS, Finance, High Yield, Capital Markets, Swaps, Securities, Trading, Equities

Education
McMaster University   1990 — 1994
Bachelor of Arts, Economics and Politial Science

CFA Institute
Level II, CFA (chartered financial analyst)

Gene Smilgiewicz Gene Smilgiewicz Greater New York City Area Details
Gene Smilgiewicz's Citigroup- Private Bank Experience August 2004 - April 2006
Job Project Manager
Industry Information Technology and Services
Experience
Name to be announced. Stay tuned.   September 2015 - Present
Guy Carpenter  September 2013 - August 2015
Davisbase Consulting  June 2013 - August 2013
McGraw-Hill Education  November 2012 - May 2013
JPMorgan Chase  December 2011 - August 2012
The Associated Press  July 2011 - October 2011
Penton Media  August 2010 - May 2011
Bloomberg LP  February 2009 - August 2010
Legg Mason  May 2006 - July 2008
Citigroup Private Bank  August 2004 - April 2006

Skills
Project Management, Agile Project Management, Business Analysis, MS Project, Scrum, TFS, Visio, Access, Content Management, SharePoint, Quality Assurance, Software Documentation, Technical Documentation, Microsoft Excel, SQL, Technical Writing, VBA, SDLC

Education
City University of New York City College
BA, History

City University of New York-Brooklyn College
Post Baccalaureate Studies, Computer Programming

New York University
School of Continuing Studies, Computer Programming

Bill Shannon Bill Shannon Greater Chicago Area Details
Bill Shannon's Citigroup- Private Bank Experience 1993 - 2007
Job Managing Director at BMO Private Bank
Industry Financial Services
Experience
JP Morgan  April 2009 - October 2010
Calamos Investments  April 2007 - January 2009
Citigroup Private Bank  1993 - 2007

Skills
Investments, High Net Worth..., Wealth Management, Private Banking, Wealth Management..., Investment Management, Strategic Financial..., Business Development, Business Strategy, Financial Analysis, Retirement, Banking, Credit, Asset Management, Family Office, Portfolio Management, Financial Planning

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA

University of Illinois   1989 — 1993
B.A.

Danish Institute for Study Abroad (DIS)   1992 — 1992

Yvonne Roga Yvonne Roga Knoxville, Tennessee Details
Yvonne Roga's Citigroup- Private Bank Experience April 2006 - March 2008
Job Executive Assistant and Transcriptionist at Self Employed
Industry Executive Office
Experience
Self Employed  June 2012 - Present
Emigrant Bank  March 2008 - June 2012
Citigroup Private Bank  April 2006 - March 2008
RBC Capital Markets  April 2000 - April 2006
Lehman Brothers  April 1998 - April 2000
Schroder & Co.   March 1997 - March 1998
The New York Center for Neuropsychology & Forensic Behavioral Science   September 1991 - March 1997

Skills
PowerPoint, Confidentiality, Spreadsheets, Microsoft Excel, Outlook, Telephone Skills, Data Entry, Expenses, Office Management, Microsoft Word, Calendars, Facebook, File Management, Team Building, Office Administration, Fax, Microsoft Office, Social Networking, Calendaring, Editing, Travel Arrangements, Executive Support, Expense Reports, Executive..., High Level Of..., Meeting Scheduling, Discretion, Business Correspondence, Administrative Office..., Handle Confidential..., Organizing Meetings, Executive Level..., Virtual Assistance, Administrative..., Concur, Time Management, Microsoft Outlook

Education
Long Island University, Brooklyn Campus
MA, Clinical Psychology

St. Francis College
BA, Film and Broadcasting

Rotsen Rocha Rotsen Rocha Greater New York City Area Details
Rotsen Rocha's Citigroup- Private Bank Experience April 2003 - December 2006
Job Clinical Research Coordinator
Industry Hospital & Health Care
Experience
Mount Sinai Beth Israel  June 2014 - Present
Mount Sinai Beth Israel  August 2012 - Present
Columbia University  2007 - 2011
Columbia University Medical Center  January 2009 - June 2009
Citigroup Private Bank  April 2003 - December 2006

Skills
SPSS, Research, Data Analysis, Qualitative Research, Stata, Grant Writing, Literature Reviews, Nonprofits, Clinical Research, PowerPoint, Social Media, Statistics

Education
Columbia University in the City of New York   2007 — 2011
Bachelors of Science, Neuroscience and Behavior; Premed

Laguardia Community College   2003 — 2006
Network Systems and Security, Computer Networking

Jamal Choumane Jamal Choumane Greater New York City Area Details
Jamal Choumane's Citigroup- Private Bank Experience July 2002 - November 2003
Job Partner & Chief Information Officer Investments at Mercer Investments
Industry Financial Services
Experience
Mercer Investments  October 2013 - Present
Citigroup  1994 - Present
Citi  January 2012 - August 2013
Citigroup - Global Transaction Services  August 2004 - December 2011
Citigroup Asset Management  March 2003 - September 2004
Citigroup Private Bank  July 2002 - November 2003
Salomon Smith Barney  November 1997 - July 2002
Smith Barney  June 1994 - November 1997
Credit Suisse  May 1987 - May 1994
NYNEX  April 1986 - May 1987

Skills
Investment management..., Strategic Technology..., Vendor Management, Fixed Income Technology, derivatives technology, technology outsourcing, IT Transformation, Investment Brokerage, Manage Client..., Strategic Planning, Global Management, Talent Management, Asset management, Integration, Financial Services, Program Management, Alternative Investments, Middle Office, IT Strategy, Outsourcing, Equities, Information Technology, Asset Managment, Hedge Funds, Fixed Income, Product Innovation, Back Office, Fund Accounting, E-commerce, Collateral Management, Investment Management, Strategy, Cross-functional Team..., Business Development, Trading Systems, ETFs, Wealth Management, Risk Management, Fund Of Funds, SDLC, Business Analysis, Market Data, Capital Markets, Data Modeling, Asset Management, Electronic Trading, Investments, Prime Brokerage, Derivatives, Investment Banking

Education
City University of New York-Hunter College   1983 — 1986
BA

Allan Lau, CHRP Allan Lau, CHRP Vancouver, Canada Area Details
Allan Lau, CHRP's Citigroup- Private Bank Experience June 2006 - May 2007
Job HR Business Partner at FINCAD
Industry Human Resources
Experience
FINCAD  September 2015 - Present
FINCAD  March 2013 - Present
Robert Half Technology  January 2013 - March 2013
1-800-GOT-JUNK?  September 2012 - December 2012
Appnovation Technologies  March 2012 - July 2012
Radiant Communications  January 2011 - November 2011
Canadian Autoparts Toyota Inc  July 2007 - December 2010
Citigroup Private Bank  June 2006 - May 2007
Citigroup Private Bank  July 2005 - June 2006

Skills
Recruitment, HRIS, Employee Relations, Performance Management, Policy, Job Descriptions, Talent Management, Recruiting, Employee Training, Onboarding, Talent Acquisition, Personnel Management, HR Policies, Human Resources, Employee Engagement, Interviews, Employee Benefits, Training, Sourcing, New Hire Orientations, Technical Recruiting, Benefits Administration, Management, Employment Law, Applicant Tracking..., System Administration, Temporary Placement, Hiring

Education
Hofstra University   2004 — 2006
MA, Industrial/Organizational Psychology

The University of British Columbia   1998 — 2003
Bachelor of Arts, Psychology

Gino Creus Gino Creus New York, New York Details
Gino Creus's Citigroup- Private Bank Experience April 2006 - June 2008
Job Vice President at Citi
Industry Financial Services
Experience
Citi  July 2015 - Present
Citigroup Global Markets, Inc.   July 2011 - Present
Morgan Stanley  June 2008 - July 2011
Citigroup Private Bank  April 2006 - June 2008
American International Group  November 2003 - April 2006

Skills
Basel II, Fixed Income, Derivatives, Credit Risk, Investment Banking, Equities, Bloomberg, Financial Analysis, Credit, Financial Risk, Financial Modeling, Counterparty Risk, Risk Management, Corporate Finance, Strategic Financial..., Structured Products, Portfolio Management, Banking, Securities, Basel III, Capital Markets, Hedge Funds, Market Risk, Equity Derivatives

Education
Binghamton University   1999 — 2003
Bachelors, Economics

Giacinta Pace Giacinta Pace Greater New York City Area Details
Giacinta Pace's Citigroup- Private Bank Experience April 2004 - January 2006
Job Travel & Expenses Administrator/Digital Journalist at NBC Universal
Industry Entertainment
Experience
NBC Universal  May 2014 - Present
The Oregon Renaissance Festival   February 2013 - Present
SYNLawn New York   February 2013 - Present
JCC in Manhattan  October 2003 - Present
National Yiddish Theatre - Folksbiene  1999 - Present
methodshop   February 2010 - Present
HurryDate  February 2010 - July 2014
The New York Renaissance Faire   May 2008 - August 2014
NBC News  March 2006 - May 2014
Citigroup Private Bank  April 2004 - January 2006

Skills
Social Media, Administrative Support, Editorial, Editing, Blogging, Digital Media, Social Networking, New Media, Event Planning, Public Relations, Social Media Marketing, Television, Video Production, Facebook, Public Speaking, Administrative..., Media Relations, Press Releases, Digital Strategy, Creative Writing, Content Strategy, Publicity, Film, Entertainment, Producing, Video, Internal Communications, Breaking News, Copywriting, Non-profits, Content Development, Video Editing, Photography, Copy Editing, Broadcast Journalism, Community Outreach, Marketing, Corporate Communications, Digital Marketing, Event Management, AP Style, Advertising, Broadcast Television, Media Production, Online Journalism, Marketing Strategy, Journalism, Broadcast, Acting, Theatre

Education
Hofstra University   1994 — 1996
BFA, Theatre Performance

Oral Roberts University   1992 — 1994
Theater, Television, Film Performance

Dave Meyrowitz Dave Meyrowitz Greater New York City Area Details
Dave Meyrowitz's Citigroup- Private Bank Experience March 2006 - September 2007
Job VP Strategy and Business Development at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions  June 2014 - Present
Credit Suisse  March 2008 - December 2013
Citigroup Private Bank  March 2006 - September 2007
Citigroup - Smith Barney  July 2003 - February 2006
Raymond James Financial  October 1999 - March 2002
A.T. Kearney   August 1997 - June 1999
JP Morgan  April 1993 - July 1995
Ernst and Young  August 1991 - April 1993

Skills
Wealth Management, Financial Services, Strategy, Management Consulting, Marketing, Strategic Financial..., Business Strategy, Process Improvement, Corporate Development, Private Banking, Cross-functional Team..., Consulting, Derivatives, Investments, Portfolio Management, Equities, Finance, Strategic Planning, Investment Banking, Business Development, Risk Management, Analysis, Executive Management, Management, Financial Modeling, Corporate Finance, Private Equity, Mergers & Acquisitions, Competitive Analysis, Leadership, Due Diligence, Financial Analysis, Capital Markets, New Business Development, Asset Management

Education
J.L. Kellogg Graduate School of Management   1995 — 1997
MBA, Business Manangement

The College of William and Mary   1987 — 1991
BBA, Accounting

John Moore John Moore San Francisco, California Details
John Moore's Citigroup- Private Bank Experience August 2004 - January 2007
Job Senior Account Executive, Financial Services at Salesforce
Industry Internet
Experience
Salesforce  January 2015 - Present
AdRoll  March 2012 - January 2015
BevAlert   December 2009 - March 2012
Gigya  January 2009 - September 2009
Zecco  May 2008 - October 2008
Charles Schwab  June 2007 - April 2008
Cents Ability   June 2003 - October 2007
Citigroup Private Bank  August 2004 - January 2007
AXA Financial  June 2002 - July 2004

Skills
Analytics, E-commerce, Business Development, Marketing Strategy, Marketing, Digital Marketing, Web Analytics, Entrepreneurship, Online Advertising, Strategic Planning, Market Research, Direct Sales, Cold Calling, Product Development, Product Marketing, Sales, Web Design, Online Marketing, Start-ups, SaaS, Salesforce.com, CRM, SEO, Lead Generation, Strategic Partnerships, Management, Email Marketing, Blogging, SEM, Training, Social Media Marketing, Mobile Marketing, PPC, Competitive Analysis, Digital Strategy, Digital Media, Integrated Marketing, Customer Acquisition

Education
Harvard University   1997 — 2001
BA

Julia Fonseca Julia Fonseca Greater New York City Area Details
Julia Fonseca's Citigroup- Private Bank Experience July 2000 - December 2001
Job Senior Executive Assistant to Israel Englander, Chairman & CEO at Millennium Partners
Industry Financial Services
Experience
Millennium Partners  December 2012 - Present
Apollo Management  February 2010 - December 2012
Citigroup Inc  January 2008 - February 2010
Citigroup Inc.  December 2006 - January 2008
Citigroup Inc.  January 2005 - December 2006
Citigroup Inc.  April 2004 - January 2005
Citigroup Inc.  December 2001 - April 2004
Citigroup Private Bank  July 2000 - December 2001
Citicorp/Citibank  June 1995 - July 2000
American Securities  March 1993 - May 1995

Skills
Investment Banking, Investor Relations, Hedge Funds, Banking, Equities, Securities, Private Equity, Corporate Finance, Investments, Fixed Income, Portfolio Management, Financial Services, Asset Management, Capital Markets, Trading, Alternative Investments, Bloomberg, Emerging Markets, Financial Modeling

Education
Mercy College and the American Institute of Banking   2000 — 2002
Masters of Science, Banking

Mercy College   1980 — 1985
Bachelor of Science, Business Administration

Jeff Grossman Jeff Grossman Charlotte, North Carolina Area Details
Jeff Grossman's Citigroup- Private Bank Experience April 1994 - June 2004
Job National Managing Director at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo  January 2009 - Present
Wachovia Bank, NA, Wealth Management   June 2004 - January 2009
Citigroup Private Bank  April 1994 - June 2004
BNP Paribas  1997 - 1999
IBJ Schroder  1992 - 1994
Marine Midland  1986 - 1987

Skills
Credit, Wealth Management, Banking, Loans, Commercial Lending, Portfolio Management, Capital Markets, Commercial Banking, Securities, Alternative Investments, Private Banking, Credit Analysis, Risk Management, Financial Services, Mortgage Lending, Hedge Funds, Equities, Underwriting, Finance, Corporate Finance, Investment Advisory, Due Diligence, Strategic Financial..., Valuation, Private Equity, Mergers & Acquisitions, Financial Structuring, Financial Planning

Education
University of Massachusetts Boston   1983 — 1985
BS/BA, English & Economics

Boston University   1981 — 1985
BS/BA, English & Economics

Lancaster Country Day School   1977 — 1981
High School

Jeanine Margiano Jeanine Margiano New York, New York Details
Jeanine Margiano's Citigroup- Private Bank Experience 2000 - 2003
Job Partner at Windels Marx Lane & Mittendorf, LLP
Industry Law Practice
Experience
Windels Marx Lane & Mittendorf, LLP   2004 - Present
Citigroup Private Bank  2000 - 2003

Skills
Affordable Housing..., Federal Low Income..., Real Estate, Tax-Exempt Bonds, Corporate Finance, Real Estate Finance, Public Finance, Travel Industry, Corporate Law

Education
Hofstra University School of Law   2000 — 2003
Doctor of Law (JD)

Hofstra University   1996 — 2000
Bachelor of Business Administration (BBA)

Raquel Carrillo Raquel Carrillo Los Angeles, California Details
Raquel Carrillo's Citigroup- Private Bank Experience April 2001 - May 2003
Job Senior Administrative Assistant at Comerica Bank
Industry Banking
Experience
Comerica Bank  July 2010 - Present
Comerica Private Bank   July 2010 - Present
Pacific Southwest Financial   September 2009 - June 2010
Wells Fargo Private Bank  September 2007 - August 2009
Citigroup Asset Management  June 2003 - December 2005
Citigroup Private Bank  April 2001 - May 2003

Skills
Banking, Private Banking, Wealth Management, Loans, Credit Analysis, Commercial Banking, Credit

Education
Garey High School
Diploma

Glendale Community College

Hank DelVecchio Hank DelVecchio Greater New York City Area Details
Hank DelVecchio's Citigroup- Private Bank Experience January 2001 - May 2004
Job Equipment Asset Manager
Industry Financial Services
Experience
Signature Financial LLC  May 2013 - Present
R.V.I. Group   June 2012 - March 2013
CapitalOne Bank  March 2011 - June 2012
DealerTrack  January 2011 - March 2011
Cablevision  October 2010 - January 2011
DealerTrack  August 2009 - December 2009
CitiCapital  May 2004 - July 2008
CitiGroup Private Bank  January 2001 - May 2004
Citicorp Industrial Credit  April 1986 - December 2000
JP Morgan Chase (formerly Manufacturers Hanover Leasing)   September 1983 - April 1986

Skills
Commerical Equipment...

Education
Bradley University
BA

Sakina Karkat Sakina Karkat Brooklyn, New York Details
Sakina Karkat's Citigroup- Private Bank Experience October 2003 - December 2004
Job Banking and Finance Paralegal
Industry Legal Services
Experience
Weil Gotshal and Manges  July 2012 - Present
Cahill Gordon & Reindel  February 2005 - June 2012
CitiGroup Private Bank  October 2003 - December 2004
Abrams Garfinkel Margolis Bergson, LLP  June 2001 - April 2003

Skills
Proficiency in MS Word,..., Capacity to analyze..., Knowledge of..., Managed corporate..., Corporate Law, Legal Writing, Intellectual Property, Due Diligence, Legal Assistance, Real Estate, Real Estate Transactions, Trademarks, Legal Research, Westlaw, Litigation, Corporate Governance, Litigation Support, Commercial Litigation, Document Review, Licensing, Copyright Law

Education
Fordham University   1997 — 2001
Bachelor of Arts, Political Science

Marjorie Oquendo-Pai Marjorie Oquendo-Pai Greater New York City Area Details
Marjorie Oquendo-Pai's Citigroup- Private Bank Experience April 2011 - Present
Job Director at Citigroup Private Bank
Industry Financial Services
Experience
Citigroup Private Bank  April 2011 - Present

Skills
Banking, Fixed Income, Equities, Wealth Management, Portfolio Management, Derivatives, Private Banking, Series 7, Capital Markets, Process Improvement, Bloomberg, Investment Banking, Structured Products, Finance, AML, Analysis, Investments

Education
City University of New York City College   1984 — 2003
Bachelor of Business Administration (BBA)

Howard Nizewitz Howard Nizewitz Greater New York City Area Details
Howard Nizewitz's Citigroup- Private Bank Experience May 2006 - March 2008
Job Director, Compensation Americas at Barclays Capital
Industry Financial Services
Experience
Barclays  March 2008 - Present
Wall St Comp   1980 - 2011
Citigroup Private Bank  May 2006 - March 2008
JPMorgan Private Bank  1997 - 2006
JPMorganChase  1997 - 2006
Instinet  1994 - 1997

Skills
Compensation, Incentive Programs, Job Evaluation, Salary, HR Consulting, HR Strategy, HR Policies, Performance Management, Compensation Planning, Deferred Compensation, Employee Relations, Succession Planning, Talent Management, Personnel Management, Organizational Design, Employee Benefits, Human Resources, HRIS, Employee Engagement, Talent Acquisition

Education
Baruch College, City University of New York (CUNY)   1979 — 1982
MBA, Management

Columbia University in the City of New York   1978 — 1979
MA, Counseling Psychology

State University of New York at Binghamton   1974 — 1978
BA, Psychology

Vincent Vitale Vincent Vitale Greater New York City Area Details
Vincent Vitale's Citigroup- Private Bank Experience June 2006 - September 2007
Job Portfolio Manager at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management  October 2013 - Present
UBS Wealth Management  October 2007 - October 2013
Citigroup Private Bank  June 2006 - September 2007
Citigroup Private Bank  March 2004 - June 2006

Skills
Series 7, Series 66, Portfolio Management, Private Banking, Performance Measurement, Equities, Bloomberg, Structured Products, Derivatives, Performance Analysis, Financial Markets, Hedge Funds, Client Reporting, Performance Attribution, Risk Analysis, Back Office, FX Options, Business Requirements, Business Analysis, Securities, Middle Office, FINRA, Investment Strategies, Data Analysis, DST HiPerformance, MS Access, SQL, Global Plus, Portia, CDS, High Net Worth..., Uniform Combined State..., Access

Education
Pace University - Lubin School of Business

Vadim Yungelson Vadim Yungelson Greater New York City Area Details
Vadim Yungelson's Citigroup- Private Bank Experience April 2005 - July 2006
Job Credit Capital at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  November 2011 - Present
Morgan Stanley  March 2010 - October 2011
Federal Reserve Bank of New York  April 2009 - February 2010
Morgan Stanley  December 2007 - April 2009
Morgan Stanley  July 2006 - December 2007
Citigroup Private Bank  April 2005 - July 2006
Converium  2001 - 2005

Skills
Financial Risk, Risk Management, Fixed Income, Counterparty Risk, Basel II, Derivatives, Credit Risk

Education
City University of New York-Baruch College - Zicklin School of Business   2005 — 2007
Master of Business Administration (M.B.A.), Finance, General

New York University   2000 — 2002
Bachelor of Arts (BA), Computer Science

Vladimir Smelyanskiy Vladimir Smelyanskiy Greater New York City Area Details
Vladimir Smelyanskiy's Citigroup- Private Bank Experience January 2005 - December 2007
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

Luciana Furtado Luciana Furtado Greater New York City Area Details
Luciana Furtado's Citigroup- Private Bank Experience January 2001 - December 2004
Job Vice President Controller, Citigroup Interntional Operations
Industry Financial Services
Experience
Citigroup  January 2005 - Present
Citigroup Private Bank  January 2001 - December 2004
Vesper  1999 - 1999
Citigroup  1994 - 1996

Education
York University   1998 — 2000
MBA, Finance and International Business

Fundação Getulio Vargas   1999 — 1999
MBA

University of California, Irvine   1997 — 1998
Post Graduate Certificate, International Business

Universidade Mackenzie   1992 — 1996

Michael Fox-Rabinovitz, CFA, FRM, CAIA Michael Fox-Rabinovitz, CFA, FRM, CAIA New York, New York Details
Michael Fox-Rabinovitz, CFA, FRM, CAIA's Citigroup- Private Bank Experience June 2006 - May 2008
Job Partner / Portfolio Manager at Strategic Streams
Industry Investment Management
Experience
Strategic Streams   June 2012 - Present
Deutsche Bank  July 2014 - May 2015
Royal Bank of Scotland  December 2012 - September 2013
JPMorgan Chase  January 2012 - December 2012
UFS   April 2010 - December 2011
MGN Group   August 2008 - April 2010
Citigroup Private Bank  June 2006 - May 2008
Risk Capital   October 2000 - June 2006
Auda Capital   October 2003 - January 2004
Bear Stearns  June 2003 - August 2003

Skills
Excel, PowerPoint, Bloomberg Terminal, Risk Management, Risk Analysis, Wealth Management, Private Wealth..., Asset Management, Portfolio Management, Alternative Investments, Investment Strategies, Structured Products, Emerging Markets, Portfolio Optimization, Portfolio Strategy, Asset Allocation, Enterprise Risk..., Credit Risk, Asset Managment, Fixed Income, Wealth Management..., Derivatives, Microsoft Excel, Equities, Finance, Financial Modeling, Private Equity, Trading, Options, Economics, Hedge Funds, Financial Markets, Commodity, Investments, Project Finance, Mutual Funds, Bloomberg, Bonds, Financial Risk, Hedging, Investment Management

Education
Chartered Alternative Investment Analyst   2006 — 2007
CAIA

Professional Risk Manager   2004 — 2004
PRM

Columbia University - Columbia Business School   2002 — 2004
MBA, Finance

Chartered Financial Analyst   1997 — 1999
CFA

Financial Risk Manager   1998 — 1999
FRM

University of Pennsylvania - The Wharton School   1992 — 1996
B.S, Finance

Shannon Canady Shannon Canady Miami, Florida Details
Shannon Canady's Citigroup- Private Bank Experience September 2006 - August 2007
Job SVP Head, LATAM Investment Counselors, Affluent & High Net Worth Segments at Citi Wealth Management Latin America
Industry Financial Services
Experience
Citi Wealth Management - Latin America   August 2011 - Present
Citi Private Bank  January 2010 - August 2011
Citi Private Bank  January 2009 - December 2009
Citi Private Bank  August 2007 - January 2009
Citigroup Private Bank  September 2006 - August 2007
Citigroup Private Bank  February 2005 - September 2006
Self-employed  October 2002 - September 2003
Broadvision Inc.  January 2002 - September 2002
Broadvision Inc.  December 1999 - January 2002
Anritsu  July 1998 - December 1999

Skills
Financial Services, Portfolio Management

Education
Thunderbird School of Global Management   2003 — 2004
MBA

Gardner-Webb University   1989 — 1993
BS

Escuela Internacional Sampedrana   1977 — 1989
High School

Michael P. Ford Michael P. Ford Greater New York City Area Details
Michael P. Ford's Citigroup- Private Bank Experience September 2003 - January 2004
Job Sr SystemsInfrastructure Engineer; Servers, All Windows, Unix, Linuix & Mac OSX based, VMware & Parallels
Industry Information Technology and Services
Experience
Citigroup  February 2008 - Present
LWI Inc   February 2000 - Present
Satyam  February 2008 - 2011
TeamLogic IT  2008 - 2010
IBM- Campbells Soup Comany   June 2006 - 2008
Artech Information Systems  2004 - 2005
Citigroup Private Bank  September 2003 - January 2004
Nomura Securities  2001 - 2002
Princeton Information  2001 - 2002

Skills
VMware, Data Center, Servers, Solaris, SAN, Network Security, Microsoft SQL Server, Red Hat Linux, IIS, Troubleshooting, Microsoft Exchange, Integration, Oracle, HTML, VoIP, OS X, Netbackup, Enterprise Software, NAS, Dreamweaver, Disaster Recovery, SDLC, Vendor Management, Virtualization, Web Design, Cloud Computing, Active Directory, SQL, Unix, Project Management, Requirements Analysis, Windows Server, Business Analysis, System Administration, Windows, Security, Linux, IT Management, JavaScript, .NET, Data Warehousing, Visio, Operating Systems, Databases, Program Management, Business Intelligence, Java, AJAX, SOA, VMware ESX

Education
Ocean County College   2010 — 2011
Certification, Web Design Specialist w\ Interactive Design

Devry University   2007 — 2009
Sr Systems_Infrastructure Engineer, CIS with Nerwork Secrity, Web Design Technical Management

Ridge High School   1980 — 1984
Diploma, College Prep

RDA Logicon
Systems Ops\Admin, Hp MCS2 Systems Ops\Admin Course

RVCC
MCSE, MCSE

SCVT
MCSE, MCSE

Sun NSC systems
Admin, Solaris Admin

Ricardo Harten Ricardo Harten Miami/Fort Lauderdale Area Details
Ricardo Harten's Citigroup- Private Bank Experience May 2006 - December 2007
Job Executive Director, Client Advisor at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management  March 2014 - Present
UBS Wealth Management  January 2008 - February 2014
Citigroup Private Bank  May 2006 - December 2007
Citigroup Private Bank  May 2006 - February 2007
Citigroup Private Bank  July 2005 - April 2006
BBVA  June 2004 - August 2004
BankBoston NA, Peru Branch   January 2002 - July 2003
BankBoston NA, Peru Branch   September 1999 - December 2001

Education
Columbia Business School
MBA

Universidad de Lima   1994 — 1999
BS

Armand J D'Accordo Armand J D'Accordo Greater New York City Area Details
Armand J D'Accordo's Citigroup- Private Bank Experience August 2001 - September 2005
Job Consultant at Icon Information
Industry Financial Services
Experience
TD Securities  September 2010 - March 2012
Litchfield Capital Holdings llc   October 2005 - September 2010
Citigroup Private Bank  August 2001 - September 2005
Deutsche Bank  July 1999 - January 2001
Bankers Trust  July 1990 - July 1999
Citibank  1985 - 1990
American Express Bank  1983 - 1985
Bankers Trust  1981 - 1983
Coopers & Lybrand  1979 - 1981

Skills
Compliance, Operational Risk, Budgeting, Hedge Funds, Middle Office, Budgets, Trading, Financial Risk, Capital Markets, Management, Operational Risk..., Internal Controls, Process Improvement, Structured Products, FX Options, Strategic Planning, Banking, AML, Start-ups, Managerial Finance, Securities, Business Process, Fixed Income, Retail Banking, Risk Management, Options, Financial Services, Investment Banking, Private Banking, Portfolio Management, Credit Risk, Derivatives

Education
New York University - Leonard N. Stern School of Business   1979 — 1980
MS, Accounting

Princeton University   1975 — 1979
BA, Economics

Subir Kumar Subir Kumar Greater New York City Area Details
Subir Kumar's Citigroup- Private Bank Experience March 2004 - January 2006
Job
Industry Banking
Experience
Morgan Stanley  August 2010 - Present
Barclays Capital  August 2009 - August 2010
Deloitte Consulting LLP  January 2006 - August 2007
Citigroup Private Bank  March 2004 - January 2006
Microoptical Corporation   June 2002 - January 2004

Education
New York University - Leonard N. Stern School of Business   2007 — 2009
MBA, Finance

Northeastern University   2001 — 2004
M.S., Computer Science

University of Pune   1997 — 2001
B.E., Computer Engineering

Christopher Valois, CFA Christopher Valois, CFA Greater Boston Area Details
Christopher Valois, CFA's Citigroup- Private Bank Experience February 2007 - September 2007
Job Securities Finance Analyst at State Street Global Markets
Industry Investment Management
Experience
State Street Global Markets  August 2013 - Present
University of Rhode Island  January 2011 - Present
Harvard University  July 2008 - Present
State Street Global Services  November 2011 - August 2013
State Street Global Services  September 2007 - November 2011
Citigroup Private Bank  February 2007 - September 2007
Bentley College  September 2005 - August 2006
Bentley College - Elkin B. McCallum Graduate School of Business   September 2005 - August 2006
RamFund - Student Managed Equity Fund - University of Rhode Island   June 2004 - December 2004

Skills
Analysis, Fixed Income, Equities, Analytics, VBA, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Economics, Data Analysis, Investments, Microsoft Excel

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2005 — 2006
Master of Science, Finance

University of Rhode Island - College of Business Administration   2000 — 2005
Bachelor's, Finance

CFA Institute

CFA Institute

Eugenia Chavez, FIS Eugenia Chavez, FIS Greater New York City Area Details
Eugenia Chavez, FIS's Citigroup- Private Bank Experience 2004 - 2006
Job Franchise Consultant | Franchise Immigration Specialist | Managing Director at Franchise Helpers, Inc.
Industry Management Consulting
Experience
Franchise Helpers, Inc. www.FranchiseHelpersInc.com   October 2013 - Present
Workshop in Business Opportunities  2013 - 2014
Nikko Asset Management Americas, Inc.   2006 - 2013
Citigroup Private Bank  2004 - 2006
Amalgamated Bank  2001 - 2003
Farrell-SL Investment Management, Inc.   1996 - 2001

Education
Notre Dame de Namur University   2012 — 2015
Master of Science (MS), Management

City University of New York-Hunter College   2008 — 2011
MSEd, Early Childhood Education

City University of New York-John Jay College of Criminal Justice   1999 — 2001
BA, Forensic Psychology

City University of New York-Baruch College   1994 — 1996
BBA, Finance & Investments

Borough of Manhattan Community College   1992 — 1994
AA, Business Administration

Brooklyn Technical High School   1986 — 1990
HS, Computer Science

Brooke S. Borner Brooke S. Borner Greater New York City Area Details
Brooke S. Borner's Citigroup- Private Bank Experience 1999 - 2005
Job
Industry Financial Services
Experience
J.P. Morgan   April 2013 - Present
Barclays Wealth  August 2009 - April 2013
Lehman Brothers  2007 - 2009
Citigroup Private Bank  1999 - 2005
Hunt Oil Company  1997 - 1999

Skills
Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Equities, Series 7, Capital Markets, Valuation, Equity Research, Financial Modeling, Investment Banking, Asset Allocation, Investments, Asset Management, Investment Strategies, Portfolio Management, Due Diligence, Wealth Management, Investment Advisory, Investment Management, Financial Services, Investor Relations, Finance

Education
New York University - Leonard N. Stern School of Business   2005 — 2007
MBA, Finance, Financial Instruments & Markets

Dartmouth College   1993 — 1997
BA, Geosciences

James Canora James Canora Greater New York City Area Details
James Canora's Citigroup- Private Bank Experience March 1993 - June 2004
Job Senior Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman  July 2004 - Present
Citigroup Private Bank  March 1993 - June 2004
Citibank Switzerland   February 1998 - May 2003

Skills
Equities, Fixed Income, Mutual Funds, Capital Markets, Alternative Investments, Hedge Funds, Portfolio Management, Investment Banking, Investments, Asset Management

Education
New York University - Leonard N. Stern School of Business   1986 — 1991
MBA, Finance

Binghamton University   1980 — 1984
BS, Economics, French

Andrea Rossato Andrea Rossato Greater Los Angeles Area Details
Andrea Rossato's Citigroup- Private Bank Experience June 2010 - Present
Job Director, Private Banker at Citi Private Bank
Industry Financial Services
Experience
Citigroup Private Bank  June 2010 - Present
Deutsche Bank Private Wealth Management  2002 - June 2010
Bank of America - Private Bank  1998 - 2002

Skills
Banking, Capital Markets, Investments, Hedge Funds, Alternative Investments, Financial Analysis, Asset Management, Wealth Management, Mortgage Lending, Commercial Banking, Structured Products, Loans, Business Development, Derivatives, Management, Finance

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2005 — 2007
MBA, Finance

Prajakta Gandhe Prajakta Gandhe Greater New York City Area Details
Prajakta Gandhe's Citigroup- Private Bank Experience 2003 - 2006
Job Computer Software Consultant and Contractor
Industry Computer Software
Experience
Atlantic Container Line  August 2008 - Present
Prudential Financial  July 2007 - July 2008
Goldman  2007 - 2007
Citigroup Private Bank  2003 - 2006
New york life.  2004 - 2004
Oracle IDC   2000 - 2001
BVM Microsystems   1999 - 2000

Education
Devi Ahilya Vishwavidyalaya   1995 — 1999

Courtney McGrory Courtney McGrory Greater New York City Area Details
Courtney McGrory's Citigroup- Private Bank Experience March 2004 - March 2005
Job Writer and Communications Consultant
Industry Financial Services
Experience
Self-employed  June 2009 - Present
Federal Reserve Bank of New York  February 2014 - September 2014
Columbia Business School  September 2008 - June 2009
Citigroup  April 2005 - April 2007
Citigroup Private Bank  March 2004 - March 2005
Merrill Lynch  April 2002 - March 2004
Merrill Lynch  February 1999 - April 2002

Skills
Speech Writing, Editing, Communications Planning, Internal Communications, Crisis Communications, Marketing Communications, Content Development, Strategic Communications, Investor Relations, Corporate Communications, Copywriting

Education
Harvard University   1993 — 1997
Bachelor's Degree, History

The Ellis School
High School

Andrea Scalisi Andrea Scalisi Greater New York City Area Details
Andrea Scalisi's Citigroup- Private Bank Experience 1994 - 2006
Job Senior Vice President at City National Bank
Industry Financial Services
Experience
City National Bank  July 2011 - Present
US Trust  April 2006 - June 2011
Citigroup Private Bank  1994 - 2006

Skills
Wealth Management, Private Banking, Wealth Management..., Alternative Investments, Asset Managment, Portfolio Management, Series 7, Hedge Funds, Asset Allocation, Equities, Banking, Investments

Education
Hofstra University   1981 — 1983
BBA, Public Accounting

Evan Astrin Evan Astrin Greater New York City Area Details
Evan Astrin's Citigroup- Private Bank Experience April 2004 - April 2007
Job Consultant at Astrin Consulting
Industry Banking
Experience
Astrin Consulting   January 2008 - Present
Wachovia Bank a Wells Fargo Company  June 2008 - January 2011
Citigroup Private Bank  April 2004 - April 2007
Merrill Lynch Trust Company  April 1996 - September 2003

Skills
Strategic Financial..., Commercial Lending, Commercial Banking, Credit Risk, Financial Analysis, Investment Management, Asset Allocation, Asset Managment, Risk Management, General Counsel, Legal Documents, Attorneys, Trust Services, trust managment, Charitable Trusts, corporate compliance, Charitable Remainder..., Drafting Agreements, Global Regulatory..., Compliance Program..., Strategic Negotiations, Loan Documents, Suspicious Activity..., red flags, Broker-Dealer Compliance, Regulatory Examinations, Investment Advisor..., compliance advisory, Compliance Counseling, Compliance Management..., Compliance Oversight, Internal Compliance, Legal Issues, Legal Research Skills, Negotiation, deal closures, Trustee, Charity Governance, Asset Management, risk managment, Charitable Gift Planning, Philanthropy, Account Management,, key account development, Cross-Functional..., Project Management, Internal Audit, Document Review, Legal Discovery, External Audit

Education
Seton Hall University School of Law   1984 — 1987
Juris Doctor, Law

Drew University   1978 — 1982
BA, Political Science

Ashu Shukla Ashu Shukla New York, New York Details
Ashu Shukla's Citigroup- Private Bank Experience 2002 - 2005
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup  January 2011 - Present
Citi  January 2007 - December 2010
Citi  October 2005 - December 2007
Citigroup Private Bank  2002 - 2005
UBS Investment Bank  October 2000 - February 2002
Goldman Sachs  October 1997 - September 2000

Skills
Options, Business Analysis, Foreign Exchange, Structured Finance, Derivatives, Financial Markets, Interest Rate..., Trading, Investment Banking, Financial Modeling, Equities, FX Options, Capital Markets, Structured Products, Fixed Income, Operational Risk, Mergers & Acquisitions, Hedge Funds, Risk Management, Portfolio Management, Financial Risk, Hedging, Finance

Education
Columbia University - Columbia Business School   1998 — 2000

University of Mysore   1989 — 1993
Bachelor of Engineering, Computer Science and Engineering

Demonstration Multi Purpose School (DMS)   1986 — 1988

Christine Fitzgerald Christine Fitzgerald Greater New York City Area Details
Christine Fitzgerald's Citigroup- Private Bank Experience 2004 - 2005
Job Attorney at Lesnevich, MarzanoLesnevich & Trigg, LLC
Industry Legal Services
Experience
Lesnevich, Marzano-Lesnevich & Trigg, LLC   September 2012 - Present
D'Alessandro & Cieckiewicz, P.C.   April 2009 - September 2012
Donahue, Hagan, Klein, Newsome & O'Donnell, P.C.   September 2007 - April 2009
Honorable Thomas P. Zampino   September 2006 - August 2007
Law Office of Howard B. Felcher   August 2005 - November 2005
Bronx Legal Aid Society – Juvenile Rights Division   January 2005 - April 2005
CitiGroup Private Bank  2004 - 2005
Madison Area YMCA  August 2001 - August 2003
HypoVereinsbank - UniCredit Bank AG  June 1999 - August 2001
Madison Area YMCA  August 1998 - June 1999

Skills
Domestic Relations, Personal Injury, Litigation, Commercial Litigation, Estate Administration, Estate Planning, Closings, Real Estate, Landlord/Tenant Matters, Family Law, Prenuptial Agreements

Education
New York Law School   2003 — 2006
J.D.

Seton Hall University   1998 — 2002
BA, Communications

Jeff Schwartz Jeff Schwartz Greater New York City Area Details
Jeff Schwartz's Citigroup- Private Bank Experience September 2005 - January 2006
Job Principal at Schwartz Financial Services and Regulatory Consulting
Industry Law Practice
Experience
Schwartz Financial Services and Regulatory Consulting   2014 - Present
FXCM  2012 - 2014
Royal Bank of Scotland  2012 - August 2012
Moody's Investors Service  August 2009 - June 2011
Nomura Securities  August 2007 - June 2009
Axiom Legal  October 2006 - August 2007
CITIGROUP PRIVATE BANK  September 2005 - January 2006
BANC OF AMERICA INVESTMENT SERVICES, INC  December 2003 - September 2005
DEUTSCHE BANK SECURITIES INC  December 1999 - May 2003
U.S. Securities and Exchange Commission   April 1997 - December 1999

Skills
Financial Regulation, Internal Investigations, Compliance, SOX, Corporate Governance, Risk Management, White Collar, Governance, Compliance Management, Change Management, Change Leadership, White Collar Criminal..., Securities, Securities Regulation, Mergers & Acquisitions, Sarbanes-Oxley Act, Hedge Funds, Capital Markets

Education
Boston University School of Law   1985 — 1988
Doctor of Law (J.D.)

University of Pennsylvania   1981 — 1985
B.A., English, Wharton

Christina Kouriampalis Lombardo Christina Kouriampalis Lombardo Greater New York City Area Details
Christina Kouriampalis Lombardo's Citigroup- Private Bank Experience 2002 - 2007
Job Client Service and Marketing Support
Industry Financial Services
Experience
IBTS - Institute for Building Technology and Safety  April 2015 - Present
Western Asset Management  October 2010 - April 2015
Consulting for Investment Managers   2007 - October 2010
Citigroup Private Bank  2002 - 2007
Citigroup / Salomon Brothers Asset Management   1998 - 2002

Skills
Fixed Income, Equities, Mutual Funds, Securities, Asset Management, Project Management, Data Management, Microsoft Office, Financial Services, Wealth Management, Finance, Client Services, Bonds

Education
Pace University - Lubin School of Business   1993 — 1997
BBA, Finance, General

Steven Mendelsohn Steven Mendelsohn Greater New York City Area Details
Steven Mendelsohn's Citigroup- Private Bank Experience August 2004 - July 2010
Job SVP, Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo  February 2012 - Present
Wells Fargo  July 2010 - February 2012
Citigroup Private Bank  August 2004 - July 2010
CitiCapital  January 1988 - August 2004
RS Carmichael and Co   September 1984 - May 1987
The Naisbitt Group   October 1981 - June 1984

Skills
Finance, Financial Structuring, Credit, Loans, Portfolio Management, Banking, Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Wealth Management, Capital Markets, Loan Origination, Private Banking

Education
Alfred University   1977 — 1981
Sociology and Political Science

Gretchen van Eyck Gretchen van Eyck Greater New York City Area Details
Gretchen van Eyck's Citigroup- Private Bank Experience September 2007 - September 2010
Job Vice President, Credit Advisor at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank  May 2014 - Present
Morgan Stanley Wealth Management  September 2013 - May 2014
Citigroup  September 2010 - September 2013
Citigroup Private Bank  September 2007 - September 2010
Commerce Bank  2002 - 2007

Skills
Loans, Credit, Banking, Wealth Management, Capital Markets, Portfolio Management, Financial Services, Credit Analysis, Credit Risk, Commercial Banking, Private Banking, Securities, Equities, Financial Analysis, Risk Management

Education
New York University

University of Vermont
Bachelor of Arts (B.A.), English/Psychology

Atty. Rhoda Yabes Alvarez Atty. Rhoda Yabes Alvarez Honolulu, Hawaii Details
Atty. Rhoda Yabes Alvarez's Citigroup- Private Bank Experience August 2002 - February 2003
Job U.S. Immigration Law, Family Law, Corporate Law and Philippine Law
Industry Law Practice
Experience
Law Office of Rhoda Yabes Alvarez LLC   August 2009 - Present
Metro La Union Board of Water Supply   July 2005 - January 2008
St. Louis College   February 2003 - January 2008
Yabes & Yabes Alvarez Law Offices   January 2003 - January 2008
Citigroup Private Bank  August 2002 - February 2003

Skills
U.S. Immigration, Family Law, International..., Philippine Law, Mediation, Alternative Dispute..., Arbitration, Dispute Resolution, Litigation, Legal Research, Courts, Legal Writing, Personal Injury, Employment Law, Corporate Law, Dispute

Education
University of London   1996 — 1997
Master of Laws (LLM), Commercial and Corporate Law

Ateneo de Manila University   1990 — 1994
Doctor of Law (JD), Law

Henry de Vismes Henry de Vismes Greater New York City Area Details
Henry de Vismes's Citigroup- Private Bank Experience 1990 - 2005
Job President at Henry de Vismes
Industry Financial Services
Experience
Henry de Vismes   Managing DirectorCitigroup Asset Management2001 - 2005
Citigroup Private bank  1990 - 2005
Citigroup Private bank  1990 - 2005

Skills
Investment Management, Alternative Investments, Equities, Portfolio Management, Capital Markets, Asset Management, Asset Managment, Investments, Hedge Funds, Fixed Income, Investment Advisory, Wealth Management, Asset Allocation, Investment Strategies, Series 7

Education
City University London

Albert Cerullo Albert Cerullo Greater New York City Area Details
Albert Cerullo's Citigroup- Private Bank Experience 2003 - Present
Job SVP Private Bank Client Manager at Citigroup
Industry Financial Services
Experience
Citigroup  Private Bank Client ManagerCiti Global Wealth Management2006 - Present
Citi Private Bank  2004 - Present
Citigroup Private Bank  2003 - Present

Education
New York Institute of Technology   1977 — 1981

Arturo Giacosa Arturo Giacosa Miami/Fort Lauderdale Area Details
Arturo Giacosa's Citigroup- Private Bank Experience October 2004 - November 2012
Job Head of Fiduciary and Hispanic Market Wealth Planning at Itau Private Bank International
Industry Banking
Experience
Itau Private Bank International   November 2012 - Present
Citigroup Private Bank  October 2004 - November 2012
KPMG LLP  1998 - 2004
Karp & Genauer LLP   October 1997 - October 1998
Kleinfeld & Giacosa   1994 - 1997

Skills
Wealth Management, Estate Planning, Private Banking, High Net Worth..., Wealth Management..., Banking, Portfolio Management, Mutual Funds, Asset Managment, Series 7, Financial Planners, International Tax, Alternative Investments, Private Equity, Investment Advisory, Investments, Asset Management, Equities, Fixed Income, Securities, Strategic Financial..., Hedge Funds, Trust Services, Financial Planning, Financial Services, Investment Management

Education
St. Thomas University School of Law   1991 — 1994
JD, Law

Florida International University - College of Business Administration   1988 — 1991
BBA, Finance

Belen Jesuit Preparatory   1981 — 1987
High School, High School

Joel T. Levenberg Joel T. Levenberg Greater New York City Area Details
Joel T. Levenberg's Citigroup- Private Bank Experience 2000 - 2005
Job Senior Compliance Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial  October 2013 - Present
Deutsche Bank  March 2013 - October 2013
Morgan Stanley  June 2010 - March 2013
Barclays Capital  June 2009 - June 2010
Goldman Sachs  March 2007 - April 2009
Citigroup Alternative Investments  March 2004 - March 2007
Citigroup  2000 - 2005
Citigroup Private Bank  2000 - 2005
Citibank  1987 - 1994

Skills
Information Security, Change Management, Corporate Communications, Records Management, Risk Management, Operations Management, Internal Audit, Vendor Management, Business Analysis, Management, Strategy, IT Management, Security, Integration, Software Documentation, Project Management, Training

Education
Indiana University Bloomington   1972 — 1980
Ph.D., Languages

Middlebury College   1968 — 1972
B.A., Languages

Basil Conroy Basil Conroy Greater New York City Area Details
Basil Conroy's Citigroup- Private Bank Experience November 1999 - March 2004
Job Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank  December 2010 - Present
BNY Mellon Wealth Management  April 2004 - November 2010
Citigroup Private Bank  November 1999 - March 2004
Citibank/Citigold   June 1996 - November 1999
USAA Investment Management Company  March 1993 - May 1996

Skills
Wealth Management, Portfolio Management, Loans, Investment Management, Equities, Series 7, Credit, Banking, Securities, Fixed Income, Hedge Funds, Asset Management, Financial Services, Finance, Capital Markets

Education
Iona College   1980 — 1984
BBA, Finance

Rod Colburn Rod Colburn Greater New York City Area Details
Rod Colburn's Citigroup- Private Bank Experience June 1990 - April 2006
Job Managing Director at Goldman Sachs
Industry Banking
Experience
Goldman Sachs  April 2008 - Present
US Trust  April 2006 - April 2008
Citigroup Private Bank  June 1990 - April 2006

Skills
Wealth Management..., Alternative Investments, Capital Markets, Hedge Funds, Private Banking, Equities, Equity Research, Private Equity, Wealth Management, Securities, Portfolio Management, Asset Managment, Credit, Credit Risk, Investment Advisory

Education
Columbia University - School of International and Public Affairs   1988 — 1990
MIA, Finance & Banking

Union College (NE)   1982 — 1984
BA, History & Religion

Far Eastern Academy   1977 — 1980

Frederico do Valle Frederico do Valle Greater New York City Area Details
Frederico do Valle's Citigroup- Private Bank Experience June 2001 - May 2008
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  April 2010 - Present
Capgemini  May 2008 - April 2010
Citigroup Private Bank  June 2001 - May 2008
Citigroup Private Bank  1999 - 2001
Citigroup Private Bank  1998 - 1999

Skills
Fluent in Portuguese..., Strategy, IT Strategy, Management Consulting, Business Strategy, Portuguese, Portfolio Management, Program Management, Wealth Management, Investments, Asset Management, Spanish, English, Investment Banking, Business Analysis, Business Process..., Trading Systems, Business Transformation

Education
Lehigh University   1996 — 1998
MBA, Finance

Lehigh University   1992 — 1996
B.S., Industrial Engineering

Amy Hung Amy Hung San Francisco Bay Area Details
Amy Hung's Citigroup- Private Bank Experience December 2005 - March 2008
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  May 2008 - Present
Citigroup Private Bank  December 2005 - March 2008
Wells Fargo Private Bank  December 2000 - June 2005

Education
San Francisco State University, College of Business   2003 — 2005
MBA, General

Fashion Institute of Technology   1990 — 1992
BS, Sales and Marketing

Karen O'Neil Karen O'Neil Greater New York City Area Details
Karen O'Neil's Citigroup- Private Bank Experience 2001 - 2006
Job Managing Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  Vice PresidentJP Morgan2000 - 2008
Citigroup Private Bank  2001 - 2006

Education
Manhattanville College   1981 — 1985
BA, Political Science/Romance Languages

American School of Tangier   1977 — 1979
Undergraduate - High school

Marianne Cook Marianne Cook Greater New York City Area Details
Marianne Cook's Citigroup- Private Bank Experience 2001 - 2004
Job Communications Coordinator at South OrangeMaplewood Adult School
Industry Higher Education
Experience
South Orange-Maplewood Adult School   September 2012 - Present
NYU School of Law  July 2010 - August 2011
Create Charter High School   August 2009 - June 2010
Institute for Family Health  August 2008 - August 2009
NYU School of Law  August 2004 - May 2007
Citigroup Private Bank  2001 - 2004

Skills
Non-profits

Education
New York University   2004 — 2008

Brent Feigenbaum bhfeigenbaum3@aol.com Brent Feigenbaum bhfeigenbaum3@aol.com New York, New York Details
Brent Feigenbaum bhfeigenbaum3@aol.com's Citigroup- Private Bank Experience 2000 - 2005
Job MD Marketing Communications and Public Relations, Hunt Mortgage Group
Industry Financial Services
Experience
Hunt Mortgage Group  June 2011 - Present
JE Robert Companies  March 2008 - September 2009
GE Real Estate  2005 - 2008
Citigroup Private Bank  2000 - 2005
Citigroup Corporate Bank   1998 - 2000
The Chase Manhattan Bank  1993 - 1998
Business International (The Economist)   1984 - 1986

Skills
Investor Relations, Asset Managment, Private Equity, Investments, Marketing Communications, Strategic Planning, Mergers, Capital Markets, Portfolio Management, Due Diligence, Public Relations, Financial Modeling, Marketing Strategy, Asset Management, Media Relations, Leadership, Integrated Marketing, Management, Marketing, Marketing Management, Advertising, Internal Communications, Salesforce.com, Event Management, Strategy, Creative Direction, Strategic Leadership, Real Estate, Entrepreneurship, Team Building, Business Strategy, Business Development

Education
Vassar College   1978 — 1982
BA, history

Columbia University - School of International and Public Affairs   1982 — 1984
Master of International Affairs, International Business/Trade/Commerce

SDA Bocconi   1991 — 1991
Master of International Economics & Management, International Business

Glens Falls

Allisen Graves Allisen Graves Greater New York City Area Details
Allisen Graves's Citigroup- Private Bank Experience July 2004 - February 2007
Job Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank  February 2007 - Present
Citigroup Private Bank  July 2004 - February 2007
Smith Barney  February 2001 - July 2004
Merrill Lynch  April 1999 - February 2001
Smith Barney  May 1998 - April 1999

Skills
Wealth Management, Series 7, Private Banking, Wealth Management..., Alternative Investments, Hedge Funds, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Banking, Equities, Fixed Income, Asset Management, Financial Services

Education
Binghamton University - School of Management   1994 — 1998
Bachelor of Science (BS), Finance, Marketing and Management

State University of New York at Binghamton   1994 — 1998
Bachelor of Science (BS), Finance, Marketing, Management

State University of New York at Binghamton   1994 — 1998
Bachelor of Science (BS), Finance, Marketing, Management

Vincent Tunstall Vincent Tunstall Greater Chicago Area Details
Vincent Tunstall's Citigroup- Private Bank Experience July 2003 - December 2007
Job Brokerage Solutions Group Consultant at Northern Trust Securities, Inc.
Industry Financial Services
Experience
Northern Trust  February 2011 - Present
Northern Trust  June 2009 - February 2011
Bank of America  April 2008 - June 2009
Citigroup Private Bank  July 2003 - December 2007
Citigroup Private Bank  October 2000 - July 2003
Citibank  October 1996 - September 2000

Skills
Fixed Income, Equities, Series 7, Series 63, Financial Analysis, Banking, Investments, Consulting, Trading, Mutual Funds, Client Development, Manage Client..., Client Relations Skills, Securities, Wealth Management, Financial Services

Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Product Management

Drake University
BA, Public Relations

Loyola University of Chicago
Executive Education Programs

Ralph Ciccarelli Ralph Ciccarelli Greater New York City Area Details
Ralph Ciccarelli's Citigroup- Private Bank Experience January 2000 - January 2008
Job Firefighter at New York City Fire Department
Industry Financial Services
Experience
Infinity Fitness LLC  January 2010 - Present
New York City Fire Department  January 2008 - Present
Citi  January 2000 - January 2008
Citigroup Private Bank  January 2000 - January 2008
Park Avenue Securities LLC  2000 - 2000

Skills
Risk Management, Risk, EMS, Supervisory Skills, Compliance, Credit Analysis, Credit, Wealth Management, Risk Assessment

Education
Arizona State University, W. P. Carey School of Business   1992 — 1996
Bachelor of Science (BS), Finance

Walt Whitman   1988 — 1992
Regents, General Studies

Kim Ahmanson Kim Ahmanson San Francisco Bay Area Details
Kim Ahmanson's Citigroup- Private Bank Experience 1998 - 2006
Job Insurance Agent at New York Life
Industry Financial Services
Experience
New York Life  June 2014 - Present
Union Bank  2008 - 2012
Fist Republic Securities Company, LLC   2006 - 2007
Citigroup Private Bank  1998 - 2006
Citi  1998 - 2006
Bear Stearns Securities Corp.  1994 - 1998

Skills
Investments, Alternative Investments, Securities, Risk Management, Portfolio Management, Asset Allocation, Private Banking, Management, Financial Risk, Wealth Management, Venture Capital, Fixed Income, Investment Advisory, Internal Audit, Financial Services, Finance, Hedge Funds, Banking, Asset Management, Capital Markets, Equities, Financial Analysis

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1991 — 1992
Master of Business Administration (MBA), Accounting and Finance

University of Richmond   1983 — 1987
Bachelor of Science (BS), Finance, General

John A. Rojas John A. Rojas Greater New York City Area Details
John A. Rojas's Citigroup- Private Bank Experience February 2005 - May 2007
Job Senior Credit Advisor / Vice President at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank  September 2011 - Present
HSBC Private Bank  May 2007 - September 2011
Citigroup Private Bank  February 2005 - May 2007
Washington Mutual  January 2002 - February 2005
The Risk Management Association - Long Island Chapter   1998 - 2003
The Dime Savings Bank  January 2000 - January 2002
KeyBank National Association  July 1997 - January 2000
KeyBank National Association  July 1996 - July 1997
KeyBank National Association  September 1994 - July 1996
KeyBank of New York   September 1992 - September 1994

Skills
Commercial Banking, Credit, Retail Banking, Credit Analysis, Credit Risk, Structured Finance, Commercial Lending, Private Lending, Lender, Loans, Portfolio Management, Commercial Real Estate, Banking, Structured Lending, Lines Of Credit, Revolving Lines of..., Credit Advisory, Commercial Loans, Hedge Funds, Financial Risk, Investments, Cash Management, Financial Structuring

Education
RMA Young Bankers Association

Washington Mutual Corporate Credit Training   2002 — 2002
Formal Credit Training Program, Commercial Credit

RMA - Level 1A Credit Training - Steven Bradley Associates   2002 — 2002
Formal Credit Training, credit training

American Institute of Banking (AIB)   1993 — 1997
School of Banking Diploma, Operations / Supervision

Hofstra University -Frank G. Zarb School of Business   1998 — 2001
Finance

Holy Trinity Diocesan High School
Regents Diploma

Nassau Community College
Associates, Business

Chuck Zadravec Chuck Zadravec Greater New York City Area Details
Chuck Zadravec's Citigroup- Private Bank Experience 1997 - 2002
Job Connecticut Center Manager at Envoy Mortgage
Industry Financial Services
Experience
Envoy Mortgage  June 2015 - Present
Total Mortgage Services, LLC  October 2010 - June 2015
Access Home Lending   2005 - 2009
American Mortgage Network  January 2004 - November 2005
Luxury Mortgage   2002 - 2004
Citigroup Private Bank  1997 - 2002
First Union  1992 - 1997
Citimortgage  1988 - 1992

Skills
Loans, FHA, Residential Mortgages, Mortgage Lending, Mortgage Banking, Underwriting, Refinance, Loan Origination, Credit, VA loans, USDA, Banking, FHA Financing, Mortgage Underwriting, VA Loans

Education
University of Bridgeport   1988 — 1992
Master of Business Administration (M.B.A.), Finance, General

Fairfield University   1983 — 1987
Bachelor's Degree, Business Administration and Management, General

Alison Smith Alison Smith New York, New York Details
Alison Smith's Citigroup- Private Bank Experience June 2004 - August 2005
Job Senior HR Director at CBS Interactive
Industry Entertainment
Experience
CBS Interactive  June 2014 - Present
CBS Interactive  September 2013 - Present
NBCUniversal, Inc.   December 2012 - September 2013
NBCUniversal  June 2011 - December 2012
NBCUniversal, Inc.   July 2009 - June 2011
General Electric, NBCUniversal   July 2007 - July 2009
Gucci America, Inc.   August 2005 - May 2006
Citigroup Private Bank  June 2004 - August 2005
Berkeley College  2002 - 2004

Skills
Television, Employee Relations, Human Resources, Performance Management, Entertainment, Recruiting, Personnel Management, Organizational Design, Interviews, Digital Media

Education
Teachers College of Columbia University   2005 — 2007
M.A., Organizational Psychology

Loyola University Maryland   1997 — 2001
B.A., Psychology

IHHS

Dana Christ Dana Christ Greater Philadelphia Area Details
Dana Christ's Citigroup- Private Bank Experience 1999 - 2004
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  August 2013 - Present
Credit-Suisse  December 2007 - August 2013
JPMorgan Chase  November 2003 - December 2007
Citigroup Private Bank  1999 - 2004

Education
Penn State University   1996 — 1998
MBA, Finance

Penn State University   1990 — 1994

Mark Ambrose Mark Ambrose Greater Detroit Area Details
Mark Ambrose's Citigroup- Private Bank Experience March 2005 - April 2007
Job Senior Vice President & Senior Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  December 2014 - Present
U.S. Trust - Bank of America Private Wealth Management   March 2013 - December 2014
JP Morgan  April 2009 - March 2013
Deutsche Bank Private Wealth Management  April 2007 - April 2009
Citigroup Private Bank  March 2005 - April 2007
United States Army Reserve  May 1995 - July 2005
Bank of the West  July 2001 - March 2005
Citigroup  August 1998 - April 2001
US Army  May 1992 - May 1995

Skills
Private Banking, Wealth Management..., Series 7, Equities, Alternative Investments, Investments, Portfolio Management, Wealth Management, Investment Banking, Capital Markets, Private Equity, Asset Managment, Series 63, Valuation, Fixed Income

Education
Columbia University - Columbia Business School   1996 — 1998
Master of Business Administration (MBA), Finance, General

Columbia University - School of International and Public Affairs   1995 — 1998
MIA, Russian Area Studies

United States Military Academy at West Point   1988 — 1992
B.S., Russian and French

Brother Rice High School   1984 — 1988

Amanda Sookoo Amanda Sookoo Tampa/St. Petersburg, Florida Area Details
Amanda Sookoo's Citigroup- Private Bank Experience January 1999 - April 2002
Job TPO Orlando Operations Manager at FBC Mortgage, LLC
Industry Banking
Experience
FBC Mortgage, LLC  June 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM)   August 2014 - March 2015
SunTrust Mortgage  July 2013 - December 2013
SunTrust Mortgage, Inc.   September 2005 - July 2013
JPMorgan Chase  September 2002 - September 2005
CitiGroup Private Bank  January 1999 - April 2002

Skills
Residential Mortgages, Mortgage Lending, Legal Compliance, Operational Efficiency, Process Improvement, FHA financing, USDA Rural Housing, VA loans, Loan Closings, Quality Auditing, Loans, FHA, Mortgage Banking, Budgets, Outlook, Credit, Refinance, USDA, Banking

Education
Hofstra University School of Law   1992 — 1995
Doctor of Law (JD), International Law and Legal Studies

Syracuse University   1988 — 1992
Bachelor of Science (BS), International Relations

Longwood HS

Bill Grant Bill Grant Greater New York City Area Details
Bill Grant's Citigroup- Private Bank Experience June 2005 - August 2005
Job Cerberus Capital Management
Industry Real Estate
Experience
Cerberus Capital Management  February 2010 - Present
Duff & Phelps  July 2006 - February 2010
Citigroup Private Bank  June 2005 - August 2005
Citigroup - Equity Research   June 2004 - August 2004

Education
Boston University Questrom School of Business   2002 — 2006
Finance, Accounting

Ileana van der Linde Ileana van der Linde Greater New York City Area Details
Ileana van der Linde's Citigroup- Private Bank Experience 1997 - 2006
Job Executive Director at JPM Private Bank | Asset Mgmt
Industry Financial Services
Experience
J.P. Morgan Asset Management   December 2012 - Present
Island Dog Design, Inc.   2008 - Present
Morgan Stanley Private Wealth Management  November 2010 - December 2012
Capgemini Consulting  September 2006 - May 2011
Citigroup Private Bank  1997 - 2006
Citi  1997 - 2001
Hewlett-Packard  1988 - 1994

Skills
Wealth Management, Wealth, Private Banking, High Net Worth..., Banking, Sustainability, Sustainable Design, Management

Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)

Stanford University Graduate School of Business   2004 — 2004
Exec Ed

Georgetown University

Carol Gagliano Carol Gagliano Stamford, Connecticut Details
Carol Gagliano's Citigroup- Private Bank Experience November 2000 - January 2004
Job Associate Portfolio Manager at Webster Private Bank
Industry Banking
Experience
Webster Private Bank   July 2014 - Present
Citi Private Bank  February 2007 - June 2014
Citicorp Investment Services  July 2006 - February 2007
Smith Barney  January 2004 - July 2006
Citigroup Private Bank  November 2000 - January 2004
Consulting Group - Smith Barney   April 1998 - November 2000
Consulting Group - Smith Barney   May 1997 - March 1998
Smith Barney  January 1993 - January 1997

Skills
Microsoft Excel, Access, PowerPoint, Private Banking, Series 7, Microsoft Word, Banking, Finance, Investments, Portfolio Management, Bloomberg, Fixed Income, Securities, Mutual Funds, Alternative Investments, Asset Allocation, Financial Services

Education
Iona College   1993 — 1997
B.B.A., Bachelor, Business Administration; Finance

Kantha Rao Duba Kantha Rao Duba Greater New York City Area Details
Kantha Rao Duba's Citigroup- Private Bank Experience 2002 - Present
Job at
Industry Banking
Experience
Wells Fargo  March 2015 - Present
Citigroup Private Bank  2002 - Present
Polaris Software Labs  April 2008 - March 2015
Citigroup  2006 - 2008
i-flex solutions  2000 - 2006

Skills
Business Analysis, Pre-sales, Sybase, Requirements Analysis, SDLC, Software Project...

Education
B.Tech   1993 — 1997

Jawaharlal Nehru Technological University   1993 — 1997
B.Tech, ECE

Maha Raja College, vizianagaram AP

JENNY FERNANDEZ-FELIZ JENNY FERNANDEZ-FELIZ Greater New York City Area Details
JENNY FERNANDEZ-FELIZ's Citigroup- Private Bank Experience January 2001 - January 2004
Job Human Resources Generalist at CDadapco
Industry Financial Services
Experience
CD-adapco  February 2012 - Present
Citi Private Bank  April 2010 - September 2011
Citi, Global Consumer Group  June 2005 - December 2008
Citi  1999 - 2008
Citigroup Assets Management   2004 - 2005
Citi Private Bank  2001 - 2005
CITIGROUP PRIVATE BANK  January 2001 - January 2004
CITIBANK, N  January 1999 - January 2001

Skills
HRIS, Employee Benefits, Payroll, Leadership, Deferred Compensation, Onboarding, Succession Planning, Benefits Administration, Talent Management, Employee Relations, Employee Engagement, PeopleSoft, Performance Management, Talent Acquisition, Workforce Planning, Human Resources, HR Policies, Taleo, College Recruiting, New Hire Orientations, ADP Payroll, Employment Law, Conflict Resolution, Incentive Programs, HR Transformation, Training, Personnel Management, Hiring, Management, Process Improvement, Strategy

Education
Adelphi University
BS, Management and Communications

Adelphi University
Bachelor, BS

Maria Levin Maria Levin Greater New York City Area Details
Maria Levin's Citigroup- Private Bank Experience 2003 - 2005
Job Analyst at Delphi Capital Management
Industry Financial Services
Experience
Delphi Capital Management  June 2005 - Present
Citigroup Private Bank  2003 - 2005

Education
Pace University   1996 — 2000
Master of Business Administration (MBA), Finance, General

Ben Yam Ben Yam Greater New York City Area Details
Ben Yam's Citigroup- Private Bank Experience September 2004 - May 2006
Job Financial Analysis Vice President
Industry Financial Services
Experience
JP Morgan Chase & Co  April 2010 - Present
JP Morgan Chase & Co  May 2006 - April 2010
Citigroup Private Bank  September 2004 - May 2006
JP Morgan Chase & Co  October 2002 - September 2004
JP Morgan  August 1999 - October 2002
THE DREYFUS CORPORATION  August 1998 - August 1999

Skills
P&L responsibility, Financial Planning, MIS, Mutual Funds, Derivatives, Equities, Reconciliation, Forecasting, Banking, Asset Management, Financial Analysis, Finance, Financial Modeling, Financial Services, Analysis

Education
Hofstra University
Bachelor of Business Administration, Accounting

Marino Alvarez Marino Alvarez Miami/Fort Lauderdale Area Details
Marino Alvarez's Citigroup- Private Bank Experience June 2004 - March 2006
Job M
Industry Internet
Experience
M  Cyber-Security AdministratorFlorida Power & LightAugust 2013 - November 2013
Ryder Systems, Inc.   May 2013 - July 2013
Lockheed Martin  February 2011 - September 2012
Lockheed Martin  July 2009 - August 2010
Avineon, Inc.   August 2008 - August 2009
Citigroup Private Bank  June 2004 - March 2006
Skylite Systems, Inc.   May 2003 - June 2004
BellSouth  July 1999 - January 2003

Education
Miami Dade College   1992 — 1998

Krista Pietrafeso Krista Pietrafeso Greater New York City Area Details
Krista Pietrafeso's Citigroup- Private Bank Experience 2003 - 2005
Job Manager, Special Projects at Deloitte
Industry Marketing and Advertising
Experience
Deloitte  January 2011 - Present
Ryan Partnership  July 2008 - January 2011
Ryan iDirect  April 2007 - July 2008
Citigroup Private Bank  2003 - 2005

Skills
Integrated Marketing, Digital Marketing, CRM, Strategy, Digital Strategy, Interactive Marketing, Digital Media, Mobile Marketing, B2B Marketing, Market Research, Social Media, Marketing Strategy, Analytics, Database Marketing, Marketing, Advertising, Financial Services, Web Analytics, Creative Strategy, Direct Marketing, Competitive Analysis, SEO, Brand Management, Email Marketing, Strategic Partnerships, Customer Insight, Online Advertising, Segmentation, Online Marketing, SEM, Multi-channel Marketing, Social Media Marketing, Marketing Communications, Marketing Management

Education
New York University - Leonard N. Stern School of Business   2008 — 2011
MBA, Marketing and Entrepreneurship

Lafayette College   1999 — 2003
Bachelors, Art and English

Dan Imamovic Dan Imamovic Greater New York City Area Details
Dan Imamovic's Citigroup- Private Bank Experience January 2004 - January 2007
Job Deloitte Advisory
Industry Banking
Experience
DELOITTE ADVISORY  January 2011 - Present
CITIGROUP PRIVATE BANK  January 2004 - January 2007
CITICORP INVESTMENT SERVICES  January 2000 - January 2002

Education
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
MBA, Finance

Florida International University
BS, Finance and International Business

Arcady Shteynberg Arcady Shteynberg Greater New York City Area Details
Arcady Shteynberg's Citigroup- Private Bank Experience May 2006 - June 2010
Job CCAR, Project Management
Industry Financial Services
Experience
Barclays  December 2014 - Present
Barclays  April 2013 - November 2014
Real Stories of the FBI   2014 - 2014
Goldman Sachs  July 2012 - November 2012
Royal Bank of Scotland  July 2010 - November 2011
CITIGROUP PRIVATE BANK  May 2006 - June 2010
ARROW ELECTRONICS, INC  June 2005 - May 2006
CALVIN CLOTHING, LLC   September 2004 - June 2005

Skills
CCAR, LCS 1A Accreditation, Portfolio Management, Analysis, Forecasting, Investments, Microsoft Excel, Budgets, Capital Markets, Financial Reporting, Product Control, Financial Analysis, Financial Modeling, Income Statement, Finance, Fixed Income, Banking, Management, Financial Services, Budgeting, Excel, Back Office, Expenses, P&L, Access

Education
Long Island University   2002 — 2004
Bachelor of Science, Finance & Marketing

John Marson John Marson New York, New York Details
John Marson's Citigroup- Private Bank Experience August 2002 - April 2005
Job Director, Deutsche Asset & Wealth Management
Industry Banking
Experience
Deutsche Bank  Private Wealth ManagementDeutsche Asset & Wealth ManagementJuly 2008 - Present
Deutsche Bank Private Wealth Management  July 2006 - June 2008
Citigroup Private Bank  August 2002 - April 2005

Skills
Private Banking, Banking, Securities, Wealth Management, Series 7, Investments, Asset Management, Credit, Credit Analysis, Series 63, Loans, Asset Allocation, Capital Markets, Hedge Funds, Equities, Fixed Income, Portfolio Management

Education
Fordham Gabelli School of Business
M.B.A., Finance

Marist College
B.S., M.I.S. Business Administration

Albert Misan Albert Misan Miami/Fort Lauderdale Area Details
Albert Misan's Citigroup- Private Bank Experience 2010 - Present
Job Director at Citibank Miami,
Industry Financial Services
Experience
Citibank, Miami   May 2010 - Present
Citibank Miami,   May 2010 - Present
CITIBANK N A  2010 - Present
Citigroup Private Bank  2010 - Present
Citigroup/Citibank - Brazil Corporate Operations & Technology   1972 - Present
Itau   January 2004 - December 2009
Itau Securities  January 2004 - December 2009
Itau Securities  January 2004 - December 2009
Citigroup  1972 - 2001
Citibank Brasil   1972 - 2001

Skills
Banking, Capital Markets, Fixed Income, Equities, Investment Banking, Wealth Management, Investments, Portfolio Management, Financial Markets, Credit, Private Banking, Risk Management, Series 7, Emerging Markets, Asset Allocation, Securities, Trading, Alternative Investments, Options, Asset Management, Derivatives, FX Options, Hedge Funds, Bonds, Financial Risk, Structured Finance, Credit Risk, Structured Products

Education
Florida Southern College   1968 — 1972
Bachelor of Science

Escola Americana of Rio de Janeiro   1964 — 1968
High School, Business Management

Doreen DeGeorgio Doreen DeGeorgio Greater New York City Area Details
Doreen DeGeorgio's Citigroup- Private Bank Experience September 2000 - December 2008
Job Banking Professional
Industry Banking
Experience
Citigroup Private Bank  September 2000 - December 2008

Education
Iona College   1982 — 1986
BS, Business Administration

Alena Gonzalez Alena Gonzalez Greater New York City Area Details
Alena Gonzalez's Citigroup- Private Bank Experience 2002 - 2005
Job Project Team Specialist at PwC
Industry Financial Services
Experience
PwC  2014 - Present
PricewaterhouseCoopers  2008 - December 2013
HSBC  2005 - 2008
Citigroup Private Bank  2002 - 2005
American Express  1995 - 2001

Skills
Career Counseling, Invoicing, SAP, Account Reconciliation, Expenses, Microsoft Excel, PeopleSoft, Human Resources, Management, Accounting, Employee Benefits, Finance, Employee Relations

Education
City University of New York-John Jay College of Criminal Justice
Criminology, Criminology

Monroe College   2002 — 2003
Criminal Justice

Gloria Scull Gloria Scull Newport News, Virginia Details
Gloria Scull's Citigroup- Private Bank Experience 1982 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Citigroup GWM Operations Risk   May 2006 - January 2009
Citigroup Private Bank  1982 - 2009
Citibank Private Bank Group   August 2003 - May 2006
Citibank Private Bank Group   July 1997 - August 2003
Citibank Private Bank Group   April 1992 - July 1997
Citibank Private Bank Group   May 1982 - April 1992

Skills
Management, Financial Risk, Credit, Banking, Investments

Education
Barry University   1996 — 1998
Busniess adminstration/Professional studies, business

Kenny Goris Kenny Goris New York, New York Details
Kenny Goris's Citigroup- Private Bank Experience 2002 - 2004
Job PricewaterhouseCoopers Advisory Service
Industry Financial Services
Experience
PricewaterhouseCoopers  April 2015 - Present
United States Army Reserve  1997 - Present
Citi  October 2013 - April 2015
Booz Allen Hamilton  2010 - October 2013
BAE Systems  2009 - 2010
Cambridge Communication Systems Ltd   2008 - 2009
Citi  2004 - 2007
Citigroup Private Bank  2002 - 2004
TD Waterhouse Discount Brokerage  1998 - 2002

Skills
Intelligence, Security Clearance, Risk Management, Military, Due Diligence, Asset Managment, Counterterrorism, Management Consulting, Financial Analysis, International Relations, Command, Project Management, Strategic Planning, Operations Management, Financial Services, Team Leadership, Change Management, Data Analysis, Program Management, Business Process..., Military Operations, Intelligence Analysis, Security Management, Homeland Security, National Security, Information Assurance, DoD, Weapons, Operational Planning, Top Secret, Military Experience, Enforcement, Defense, Army, Asset Management, Emergency Management, Government, Afghanistan, Analysis, Counterinsurgency, Counterintelligence, Foreign Policy, Government Contracting, HUMINT, Intelligence Community, Organizational..., Policy, Risk Assessment, SIGINT, Security Operations

Education
Northeastern University
MBA, International Management & Marketing

Jacksonville University
Bachelor of Science, International Business

Anil Yeladandi Anil Yeladandi Austin, Texas Area Details
Anil Yeladandi's Citigroup- Private Bank Experience 2004 - 2005
Job Director of Enterprise Shared Services at Commonwealth of Massachusetts
Industry Information Technology and Services
Experience
Commonwealth of Massachusetts  March 2013 - Present
Commonwealth of Massachusetts  March 2011 - February 2013
Tek Systems  May 2006 - February 2011
Commonwealth of Massachusetts  2005 - February 2011
Computech Corporation  2000 - 2006
Citigroup Private Bank  2004 - 2005
FannieMae  2003 - 2004
Liz Claibourne   2002 - 2003
DIRECTV  2002 - 2002
FedEx  2002 - 2002

Skills
Weblogic, SDLC, Enterprise Architecture, SOA, Java, Requirements Analysis, Java Enterprise Edition, Oracle, Agile Methodologies, Middleware, Software Project..., IT Management, IT Strategy, Solution Architecture, Unix, Healthcare Information..., Business Analysis, PL/SQL, Change Management, Data Warehousing, Enterprise Software, Integration, Web Services, ITIL, Databases, Software Development, Disaster Recovery, Process Improvement, Vendor Management, Cloud Computing, EAI, Linux, Performance Tuning, PMP, Architectures, Systems Analysis, IT Operations, IT Service Management, Infrastructure, Virtualization, Data Center, Shell Scripting, Web Applications, Scrum, Software Documentation, Business Process, Security, PMO, DevOps, Operating Budgets

Education
Osmania University   1995 — 1998
M.C.A, Computer applications

Kakatiya University   1992 — 1995
Bachelor of Science, Computer Science & Statistics

Vani Niketan Bala Vihar High School

David Kilpatrick David Kilpatrick Greater Boston Area Details
David Kilpatrick's Citigroup- Private Bank Experience July 2005 - May 2008
Job Vice President at NewStar Financial
Industry Financial Services
Experience
NewStar Financial  September 2008 - Present
Citigroup Private Bank  July 2005 - May 2008
Bank of America / FleetBoston Financial   1999 - 2005

Education
Harvard University   1991 — 1994
BA, Economics

Belmont Hill School   1987 — 1990

Christina Amanatides, Esq. Christina Amanatides, Esq. Greater New York City Area Details
Christina Amanatides, Esq.'s Citigroup- Private Bank Experience May 2006 - January 2009
Job Financial Services Compliance Professional
Industry Financial Services
Experience
G.P. Nurmenkari, Inc.   June 2014 - September 2014
MJ Boyd Consulting, LLC   June 2013 - August 2013
Adams Consulting Group, LLC   June 2012 - November 2012
C & A Consulting, LLC   January 2012 - March 2012
Stock USA Execution Services, Inc  February 2010 - February 2011
Citigroup Private Bank  May 2006 - January 2009
Citigroup Smith Barney  October 2004 - May 2006
Winklevoss Consultants, LLC   July 2001 - September 2004
Sprint PCS  January 1999 - June 2000
Cullen and Dykman, LLP  June 1998 - June 1999

Skills
Series 7, AML, FINRA, Securities, Series 24, Series 63, State Bar of Connecticut, NY State Life, Accident...

Education
Maurice A. Deane School of Law at Hofstra University   1995 — 1998
J.D., Law

Tufts University   1990 — 1994
B.S., Psychology

Joshua Greenberg Joshua Greenberg Greater New York City Area Details
Joshua Greenberg's Citigroup- Private Bank Experience May 2000 - March 2004
Job Private Client Advisor, Managing Director
Industry Banking
Experience
US Trust, Bank of America  April 2004 - Present
Citigroup Private Bank  May 2000 - March 2004
Bank of America  October 1997 - April 2000
Metro Expo   September 1995 - September 1997

Skills
Asset Management, Asset Managment, Banking, Estate Planning, Financial Services, Investments, Loans, Wealth Management, Credit, Hedge Funds, Investment Management, Portfolio Management, Finance, Private Banking

Education
Cornell University   1991 — 1995
BA, Government

Daniela Lara Daniela Lara Greater New York City Area Details
Daniela Lara's Citigroup- Private Bank Experience March 2007 - Present
Job Vice President, Global Wealth Management
Industry Financial Services
Experience
Citigroup Private Bank  March 2007 - Present

Skills
Wealth Management, Alternative Investments, Financial Analysis, Series 7, Team Leadership, Asset Management, Fixed Income, Hedge Funds, Portfolio Management, Investments, Risk Management, Securities, Banking, Bloomberg, Capital Markets, Equities, Investment Banking, Derivatives, Asset Managment

Education
Cornell University - Johnson Graduate School of Management   2009 — 2011
MBA, Business Administration and Management, General

Pace University   1997 — 2001
BBA, Business Economics

Anesia George Anesia George Greater New York City Area Details
Anesia George's Citigroup- Private Bank Experience April 2003 - February 2007
Job Paralegal
Industry Legal Services
Experience
Citi Property Investors  February 2007 - March 2009
Citigroup Private Bank  April 2003 - February 2007
Levy & Preate   May 2002 - October 2002

Skills
Legal Writing, Legal Documents, Notary Public, Customer Service

Education
Marywood University   1999 — 2002
BA, Legal

Northampton Community College   1997 — 1999
Associate, Legal Studies

Dean Blom Dean Blom Greater New York City Area Details
Dean Blom's Citigroup- Private Bank Experience August 2005 - Present
Job Regional Compliance Director North America
Industry Financial Services
Experience
Citigroup Private Bank  August 2005 - Present
The Bank of New York  February 2005 - August 2005
Bank Leumi USA  January 2002 - February 2005
Commercial Bank of New York  November 1993 - December 2001

Skills
AML

Education
New York Institute of Technology-Old Westbury
Bachelor's degree, Accounting

Nick Avaliani Nick Avaliani Greater New York City Area Details
Nick Avaliani's Citigroup- Private Bank Experience October 2004 - July 2007
Job Portfolio Administrator
Industry Financial Services
Experience
EII Capital Management, Inc.   August 2007 - Present
Citigroup Private Bank  October 2004 - July 2007

Skills
Portfolio Management, Investments, Asset Managment, Bloomberg, Alternative Investments

Education
Fordham University - Graduate School of Business Administration   2000 — 2002
MBA, Finance and Accounting

Manhattan College   1991 — 1994
Bachelor's degree, International Relations and Affairs

Craig Bowers Craig Bowers Greater New York City Area Details
Craig Bowers's Citigroup- Private Bank Experience April 2005 - March 2006
Job PMO/Senior Project Manager
Industry Banking
Experience
Citibank  February 2011 - Present
Citi  April 2008 - February 2011
Citi Private Bank  January 2007 - March 2008
Citigroup Global Transaction Services: Corporate Actions   March 2006 - December 2006
Citigroup Private Bank  April 2005 - March 2006
Citigroup Private Bank  January 2004 - January 2005

Skills
Training, Financial Services, Vendor Management, SDLC, PMO, Banking, Information Technology, Business Analysis, Project Management, Analysis, Risk Management

Education
University of Cambridge   2004 — 2005
Mountbatten Internship Programme, NYC, Certificate of International Business

Edith Cowan University   2000 — 2003
Bachelor of Business, Double Major: Information Systems & Electronic Commerce

Christopher J. Palmese Christopher J. Palmese New York, New York Details
Christopher J. Palmese's Citigroup- Private Bank Experience August 2004 - July 2008
Job Associate at Donovan LLP
Industry Law Practice
Experience
Donovan LLP   August 2011 - Present
Shustak Frost & Partners   May 2012 - August 2012
United States District Court for the Southern District of New York  June 2009 - July 2009
Citigroup Private Bank  August 2004 - July 2008

Education
St. John's University School of Law   2008 — 2011
Doctor of Law (J.D.)

Muhlenberg College   2000 — 2004
Bachelor of Arts (BA) in Business and Political Science, Finance and Constitutional Law

Daniel Bishop Daniel Bishop Greater Chicago Area Details
Daniel Bishop's Citigroup- Private Bank Experience February 1995 - December 2010
Job Senior Vice President Private Banking Credit Manager at Associated Bank NA
Industry Banking
Experience
Associated Bank NA  July 2011 - Present
Citigroup Private Bank  February 1995 - December 2010
Citigroup Private Bank  1987 - February 1995
Northern Trust Bank  September 1985 - March 1987
European American Bank  June 1981 - September 1985
Marine Midland Bank  June 1977 - June 1981

Skills
Capital Markets, Credit Analysis, Credit Risk, Financial Analysis, Financial Services, Investments, Portfolio Management, Relationship Management, Wealth Management, Risk Management, Private Banking, Management, Loans, Investment Banking, High Net Worth..., Equities, Credit, Commercial Lending, Commercial Banking, Banking, Asset Management

Education
Pace University - Lubin School of Business   1978 — 1982
MBA, Accounting

University of Notre Dame   1973 — 1977
BBA, Finance

University of Notre Dame - Mendoza College of Business   1973 — 1977
BBA, Finance

Thomas Schweitzer, CFA Thomas Schweitzer, CFA Greater New York City Area Details
Thomas Schweitzer, CFA's Citigroup- Private Bank Experience July 2008 - July 2012
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Columbia Business School  September 2013 - Present
Centerline Investment Partners   2014 - 2014
MEAG New York Corporation  July 2012 - July 2013
Citigroup Private Bank  July 2008 - July 2012
Citigroup Private Bank  June 2007 - August 2007
Mitsui & Co., Ltd.   May 2006 - February 2007

Skills
Portfolio Management, Hedge Funds, Fixed Income, Equities, Capital Markets, Bloomberg, Derivatives

Education
Columbia Engineering   2004 — 2008
BS, Applied Math

Columbia University - Columbia Business School

Columbia University - Columbia Business School

Omar Ho-Sang Omar Ho-Sang Orlando, Florida Area Details
Omar Ho-Sang's Citigroup- Private Bank Experience January 2000 - June 2010
Job Event Level Manager on Duty for The Orlando Magic
Industry Sports
Experience
Orlando Magic  2010 - Present
Westgate Resorts  June 2012 - Present
Citigroup Private Bank  January 2000 - June 2010

Skills
Microsoft Office, Customer Service, Event Management, Microsoft Excel, Financial Services, Event Planning, Banking, PowerPoint, Sales, Advertising, Management, Marketing, Teamwork, Outlook, Leadership

Education
Institute of Audio Research   1997 — 1998
Recording Engineering, Production & Communication, Music Production, Diploma Technical College

Robert Guadalupe Robert Guadalupe Greater New York City Area Details
Robert Guadalupe's Citigroup- Private Bank Experience May 2003 - July 2008
Job Assistant General Counsel at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  May 2013 - Present
BNP Paribas  July 2012 - Present
HSBC  September 2011 - June 2012
KBC Bank  July 2007 - September 2011
KBC Bank N.V   July 2007 - September 2011
Citigroup Private Bank  May 2003 - July 2008
Guadalupe & Associates   May 1999 - April 2003
Instinet Corporation  July 1998 - April 1999
REFAC Technology Development Corporation   January 1996 - May 1997

Skills
Derivatives, ISDA, Corporate Law, Litigation, Negotiation, Legal Writing, Securities, Hedge Funds, Financial Services, Corporate Governance, AML, Banking, Private Equity, Credit, Credit Risk

Education
Admitted New York State Bar - First Department.Fordham University School of Law   1992 — 1995

Fordham University School of Law   1992 — 1995
J.D

University of Florida   1990 — 1992
Bachelor of Arts (BA), Political Science

high school   1984 — 1988

Mitch Palminteri Mitch Palminteri Greater New York City Area Details
Mitch Palminteri's Citigroup- Private Bank Experience August 1989 - June 2006
Job Market Head U.S. International at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank  February 2014 - Present
HSBC Private Bank  June 2006 - February 2014
Citigroup Private Bank  August 1989 - June 2006

Skills
Portfolio Management, Wealth Management, Private Banking, Banking, Credit, Loans

Education
City University of New York-Baruch College
Finance

J.C. Walsh J.C. Walsh Greater New York City Area Details
J.C. Walsh's Citigroup- Private Bank Experience 2004 - 2010
Job MDJefferies & Co.
Industry Investment Management
Experience
Jefferies & Company  October 2010 - Present
Citigroup Private Bank  2004 - 2010

Skills
Portfolio Management

Education
Hofstra University   1990 — 1992
Bachelor of Business Administration, Marketing

Brent St. John Brent St. John Greater Los Angeles Area Details
Brent St. John's Citigroup- Private Bank Experience 2004 - 2008
Job Investment Management, Derivatives
Industry Financial Services
Experience
One Two Trade   December 2010 - April 2012
Citigroup Private Bank  2004 - 2008

Skills
d, SKILLS AND EXPERTISE -...

Education
The University of Western Ontario   1974 — 1976
Master of Business Administration (MBA), Finance

Dalhousie University   1972 — 1976
Bachelor of Science (BSc), Mathematics

Loleta Taylor Loleta Taylor United States Details
Loleta Taylor's Citigroup- Private Bank Experience January 2007 - January 2012
Job
Industry Management Consulting
Experience
Citigroup Private Bank  January 2007 - January 2012
Citigroup Private Bank  January 2005 - January 2007
Advantage Staffing Agency   March 2001 - January 2005
Headway  January 1998 - February 2001

Skills
Event Management, Microsoft Office, PowerPoint, Management, Microsoft Excel, Leadership, Banking, Microsoft Word, Training, Credit

Education
Borough of Manhattan Community College
Associate, Computer Operations

York College
BS, Information SystemsManagement

Josette Egan Josette Egan New York, New York Details
Josette Egan's Citigroup- Private Bank Experience 2008 - 2010
Job Global Weath Management Advisor Managing Director at Jefferies & Company
Industry Investment Management
Experience
Jefferies & Company  October 2010 - Present
Citigroup Private Bank  2008 - 2010

Education
Penn State University   1989 — 1993
BS

Ena Smith Ena Smith New York, New York Details
Ena Smith's Citigroup- Private Bank Experience October 2005 - October 2008
Job Licensed Real Estate Salesperson at Kian Realty NYC
Industry Media Production
Experience
Kian Realty NYC  October 2012 - Present
M2M Studios   March 2011 - October 2012
BNY Mellon  October 2008 - December 2010
CITIGROUP PRIVATE BANK  October 2005 - October 2008

Skills
Office Management, Office Administration, Project Management, Real Estate, Sales, Internal Audit, Internal Controls, Policy, Online Advertising, Financial Risk, Real Estate Transactions, Budgets, Marketing, Investment Properties, Asset, Negotiation

Education
City University of New York-Hunter College

Hunter College

Jordan Stitzer Jordan Stitzer Cheshire, Connecticut Details
Jordan Stitzer's Citigroup- Private Bank Experience January 2005 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
CITIGROUP PRIVATE BANK  January 2005 - December 2012
CITIGROUP PRIVATE BANK  January 2005 - January 2012
Citi  2005 - 2012
Travelers  July 1975 - June 2005

Skills
Extensive...

Education
New York University   1973 — 1975
Master of Business Administration (MBA), Finance, General

New York University
Master of Business Administration

New York University
Master of Business Administration

Boston University
Bachelor of Science, Business Administration

Boston University
Bachelor of Science, Business Administration

Boston University
BS in Business Administration, Accounting and Finance

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