Citigroup- Private Bank
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
Citigroup- Private Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citigroup- Private Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Citigroup- Private Bank Employees
CGI May 2012 - Present
RBC Bank July 2010 - April 2012
Veit Technology October 2003 - April 2012
Citigroup Private Bank September 2000 - October 2003
Veit, McMillan and Associates 1989 - 2000
Moscowitz & Company 1987 - 1989
Citi Mortgage / Citicorp PTP January 1983 - December 1987
Skills
PMP, SDLC, Business Analysis, Enterprise Architecture, Program Management, Software Development, Vendor Management, Cross-functional Team..., Business Process..., Analysis, MS Project, Strategy, Management, Process Improvement, Project Management, Project Planning, Database Design, Change Management, Requirements Gathering, Business Strategy, Application Architecture, Data Analysis, IT Strategy, Business Requirements, Leadership, Agile Methodologies, Software Design, Business Process Mapping, Integration, PMO, Contract Negotiation, Waterfall, Requirement..., Project Portfolio..., Requirements Analysis, Problem Solving, Business Case, Application Lifecycle..., SOA, Financial Reporting, Project Implementation, Information Architecture, Information Design, Requirements..., Application Design, Application Management, Program Planning, Process Mapping, Business Case..., Agile
Education
Webster University
Bachelors, Computer Studies
University of Missouri-Rolla 1972 — 1973
Computer Science
CBC 1969 — 1972
HS, College Prep
Merrill Lynch July 2005 - Present
Citigroup Private Bank March 2004 - July 2005
Citigroup Private Bank July 2001 - March 2004
Skills
Wealth Management
Education
Universidad de San Andres 2000 — 2000
Master in Finance
Universidad Catolica Argentina 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Russell Investments July 2012 - Present
Real Network Services Inc. November 2010 - July 2012
Moss Adams LLP April 2008 - November 2010
Washington Mutual June 2007 - April 2008
Grant Thornton March 2006 - June 2007
Deloitte March 2003 - March 2006
Zefram, LLC October 2001 - January 2003
Citigroup Private Bank 1998 - 2001
Skills
Compensation, Workforce Planning, Performance Management, HR Strategy, Coaching, Organizational Design, Employee Engagement, Onboarding, Succession Planning, Benefits, Change Management, Deferred Compensation, Employee Relations, Human Resources, Benefits Administration, Recruiting, Employee Benefits, Personnel Management, Leadership, Management, Talent Management
Education
University of California, Los Angeles
B.A., Italian Language & Literature, Special Study in History
Tailwind February 2012 - Present
OKCoders June 2014 - Present
LaunchOklahoma June 2014 - Present
AOL September 2011 - February 2012
BridesView 2011 - 2012
AOL March 2010 - August 2011
Google August 2007 - March 2010
The Boston Consulting Group August 2005 - August 2007
Wharton Small Business Development Center August 2004 - December 2004
Citigroup Private Bank May 2004 - August 2004
Skills
Strategic Partnerships, Entrepreneurship, Start-ups, Social Media, Strategy, Business Development, Analytics, Social Media Marketing, Social Networking, Cross-functional Team..., Mobile Marketing, Marketing Strategy, Marketing, Pinterest, Business Strategy, Leadership, Email Marketing, E-commerce, Online Marketing, Web Analytics, Internet Product..., Internet Entrepreneur, Growth Strategies, Strategic Leadership, Management Consulting, Innovation Management, Product Development, Digital Strategy, User Experience, Metrics, Digital Marketing, Monetization, Digital Media, Corporate Development, Growth Management, Business Growth, Fundraising, Lean Startup
Education
University of Pennsylvania 2001 — 2005
BS, BAS
University of Pennsylvania School of Engineering and Applied Science (SEAS) 2001 — 2005
BAS
University of Pennsylvania - The Wharton School 2001 — 2005
BS
Nova High School 1997 — 2001
Diploma
Rabobank November 2014 - Present
First Republic Investment Management November 2012 - August 2014
Montecito Bank & Trust August 2005 - November 2012
Santa Barbara Bank & Trust August 2003 - August 2005
Citigroup Private Bank 2001 - 2001
Skills
Private Banking, Wealth Management, Investment Strategies, Alternative Investments, Trust Services, Risk Management, Insurance, Variable Annuities, Financial Analysis, Monte Carlo Simulation, Charitable Gift Planning, Retirement Planning, New Business Development, Securities, Investment Advisory, Banking, Credit Analysis, Equity Indexed Annuities, Fixed Income Portfolio..., Charitable Trusts, Mutual Funds, Entrepreneurship, Fixed Income, Equities, Investments
Education
UC Santa Barbara 1995 — 1998
Bachelor's degree, History
Clear Channel Outdoor February 2013 - Present
Angelo, Gordon & Co. May 2011 - June 2012
Citi Private Bank January 2009 - January 2010
Entertainer September 1998 - December 2009
Citi Private Bank January 2005 - January 2009
Citigroup Private Bank August 2004 - January 2005
LMI / 3Re.com December 1997 - January 2001
Warner Bros. Nashville July 1992 - July 1994
Skills
Corporate Communications, Database Management, Event Management, Hedge Funds, Financial Modeling, Strategic Planning, Microsoft Excel, Financial Analysis, Financial Services, Project Management, Access, CRM, Marketing Communications, Marketing, Analysis, E-commerce, Management, OOH
Education
The University of Memphis 1994 — 1999
Communications, Electronic Media, Music
Hume-Fogg Academic Magnet 1990 — 1994
Honors, Science & Music
Citigroup Private Bank September 2010 - October 2013
Citigroup Private Bank July 2007 - September 2010
Eleven Riverside Drive Corporation October 2003 - June 2007
Skills
Business Continuity, Project Management, Mentoring New Hires, Property Management, Microsoft Excel, MS Project, SQL, Operations Management, Vendor Management, Process Improvement
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Individual Concentration in Pre-Architecture: Theory & History
Citigroup May 2014 - Present
Citigroup Private Bank March 2013 - May 2014
Citigroup Private Bank September 2006 - March 2013
Citigroup Private Bank May 2004 - September 2006
FIRST CONVENIENCE BANK February 2003 - December 2003
VERIZON COMMUNICATIONS May 2002 - December 2002
TELECOMUNICACIONES MOVILNET, C.A November 1997 - April 2001
Skills
Sales Operations, Finance, Banking, Strategy, Management, Portfolio Management, Sales, Risk Management, Credit, Investments, Financial Services, Analysis, Customer Satisfaction, Leadership, Product Management, Project Management, Sales Management, Strategic Planning, Account Management
Education
The University of Dallas 2001 — 2003
MBA, Marketing;
Inmaculada Concepcion
Universidad Jose Maria Vargas
Bachelor in Business Administration, Business Sciences
Universidad José María Vargas
Bachelor of Business Administration, Business Sciences
UM Worldwide August 2015 - Present
UM Worldwide March 2014 - August 2015
UM Worldwide October 2013 - March 2014
UM Worldwide June 2012 - October 2013
UM Worldwide April 2011 - June 2012
WWOOF (WORLD WIDE OPPORTUNITIES ON ORGANIC FARMS) September 2006 - April 2011
Citigroup Private Bank August 2005 - September 2006
US.Commercial Services August 2004 - December 2004
Skills
Social Entrepreneurship, CSR, Cause Marketing, Market Research, Digital Media, Marketing Strategy, Integrated Marketing, Customer Insight, Digital Strategy, CRM, Advertising, Digital Marketing, Strategic Communications, Media Planning, Social Media, Consumer Insight, Market Analysis, Communications Planning, Strategy, Marketing, Management, Marketing Communications
Education
Vanderbilt University 2001 — 2005
Bachelor of Science (B.S.), International Leadership & Development, Human & Organizational Development
Università per Stranieri di Siena 2004 — 2004
Semester Abroad - Art History
Cambridge University 2005 — 2006
Graduate Certificate, International Business
Citigroup Private Bank August 2015 - Present
US Trust, Bank of America Corp. April 2003 - August 2015
Fidelity Investments 1991 - 2002
Business Associates Club 1991 - 2001
Skills
Liability Driven..., Collaboration &..., Conveying the Complex,..., Asset Management, Portfolio Management, Investments, Asset Managment, Investment Management, Alternative Investments, Pensions, Mutual Funds, Retirement Planning, Investment Advisory, Bonds, Equities, ETFs, Capital Markets, Investment Strategies, Retirement, Hedge Funds, Asset Allocation, Wealth Management, Fixed Income, LDI
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Managerial Control of Business Ventures
Trinity College-Hartford 1980 — 1984
BA, Economics and Computer Science
Noble and Greenough School 1976 — 1980
Diploma, Physics, BC Calculus, Computer Science, Economics, Solar Energy
I.S. 125 Thomas McCann School October 2013 - Present
Hastings Academy, Baldwin School District March 2012 - June 2012
Citigroup Private Bank June 2000 - November 2005
Midwood High School at Brooklyn College October 1994 - June 2000
Skills
Teaching, Tutoring, Talent Acquisition, Onboarding, Staff Development, Classroom, Creative Writing, Curriculum Design
Education
Teachers College of Columbia University 1993 — 1994
MA), English Education (Secondary
University at Albany, SUNY 1988 — 1992
BA, English
Telesis Solutions Group August 2010 - Present
Innovative Energy Advisors August 2009 - October 2010
Amrcon November 2008 - August 2009
Citigroup Private Bank August 2005 - July 2007
Goldman Sachs July 2001 - August 2005
US Army Reserve 1987 - 2005
Talbot Perkins Children's Services September 1991 - April 2002
Goldman February 1998 - July 2001
Verizon 1983 - 1998
Skills
Risk Management, Business Continuity..., Facilities Management, Information Security, Metrics, Records Management, Corporate Services, Operations Management, Project Management, Process Improvement, Business Process..., Asset Managment, Program Management, Portfolio Management, Options, Leadership, Change Management, Managed Services, Strategic Planning, Telecommunications, Security, Management, Start-ups, New Business Development, Disaster Recovery, Business Continuity, Vendor Management, Data Center, Outsourcing, Information Technology, Asset Management
Education
University of Southern California 1980 — 1982
MS, Systems Management
United States Military Academy at West Point 1974 — 1978
BS, General Engineering
US Trust January 2013 - Present
Deutsche Bank January 2010 - January 2013
SunTrust Bank December 2008 - December 2009
Citigroup February 1998 - December 2008
Citigroup- Private Bank 2006 - 2008
Citigroup Latin America 1998 - 2003
General Motors Treasury 1996 - 1998
Delphi Automotive Systems 1995 - 1996
Skills
Wealth Management, Funding, Banking, Portfolio Management, Private Banking, Credit, Investment Banking, Credit Risk, Capital Markets, Asset Management, Equities, Commercial Lending, Fixed Income, Commercial Banking, Investments, Securities, Financial Services, Loans, Series 7, Wealth Management..., Mutual Funds, Derivatives, Treasury Management, Financial Risk, Credit Analysis, Relationship Management, Cash Management, Alternative Investments, Bonds, Investment Management, Emerging Markets, Asset Allocation, Investment Advisory, Hedge Funds, Series 63, Structured Finance, Private Equity, FX Options, Corporate Finance, Mortgage Lending, KYC, Payments, Financial Markets
Education
University of South Carolina-Columbia 1994 — 1996
MIBS, Chinese and Finance
Wellesley College 1987 — 1991
B.A., Chinese and Economics
Wellesley College 1987 — 1991
ba
New York, NY 2013 - Present
New York Life Insurance Company 2011 - 2012
Morgan Stanley Smith Barney October 2006 - June 2010
Citigroup Private Bank December 2003 - April 2006
Evaluation Associates June 1997 - December 2002
Skills
Relationship Management, Investment Advisory..., Performance Attribution, Mutual Funds, Asset Managment, Fixed Income, Equities, Series 7, Hedge Funds, Due Diligence, Asset Allocation, Model Portfolio, Alternative Investments, Portfolio Construction, Custom Portfolios, Portfolio Management, Investments, Manager Selection, Asset Management, Capital Markets, Private Equity, Investment Management, Investment Strategies, Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Series 63, Equity Research, Financial Markets, Bonds, Financial Risk, Retirement, Securities, Mergers & Acquisitions, Finance, Strategy, Bloomberg
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BBA, Business
University of San Francisco 1990 — 1992
MA, International Economics/Finance
Thomson Reuters December 2013 - Present
Thomson Reuters October 2012 - November 2013
Thomson Reuters March 2009 - October 2012
Thomson Reuters 2007 - March 2009
JobPlex June 2005 - March 2007
Citigroup Private Bank 2004 - 2005
MONY Group September 2002 - April 2004
Banc of America Securities 1999 - 2002
Instinet Corp April 1997 - September 1999
MetLife May 1992 - March 1997
Skills
Executive Coaching, Talent Management, Performance Management, Recruiting, Human Resources, Succession Planning, Change Management, Employee Relations, Leadership Development, Coaching, Executive Search, Employee Engagement, Organizational..., Relationship Management, Team Building, Insurance, Management, Restructuring, Sales Management, CRM, Business Development, Vendor Management, Financial Services, Leadership, Business Strategy, Sales, Strategy, Team Management, Executive Management, Personnel Management, Marketing, Strategic Planning, Account Management, Talent Acquisition, Mergers & Acquisitions, Deferred Compensation, Finance, Outsourcing, Management Consulting, Banking, Employee Benefits, Start-ups, Training, Sourcing, Business Process..., Consulting, Risk Management, Temporary Placement
Education
St. John's University 1987 — 1990
Bachelor's degree, Finance and Financial Management Services
Saint John's University 1986 — 1990
BS, Finance
Fiserv October 2012 - Present
Nexus IS October 2011 - November 2012
Citigroup Private Bank 2005 - 2008
Education
The Evergreen State College
Washington State University
Fintech Americas April 2014 - Present
CVOX Group April 2007 - Present
Citigroup Latin America 2004 - 2007
Citigroup Private Bank January 2004 - January 2006
American International Group 2000 - 2004
Overseas Private Investment Corporation 1997 - 2000
US Department of Defense 1993 - 1997
Clinton - Gore 96 Re-election Campaign 1996 - 1996
The White House January 1993 - December 1994
Clinton-Gore 92 1992 - 1992
Skills
Corporate Communications, Business Strategy, Government Relations, Media Relations, Crisis Management, Government Affairs, Politics, Community Outreach, Crisis Communications, Internal Communications, Marketing Communications, Strategic Communications, Issues Management, Public Relations, Reputation Management, Speech Writing, Social Media, Social Media Marketing, Public Affairs, Lobbying, Government, Political Campaigns, Public Policy, Strategy, Marketing, Event Planning, Strategic Partnerships, Leadership, Investor Relations, Management, Latin America, Brand Development, Press Releases, Message Development, Corporate Social..., Entrepreneurship, Thought Leadership, Integrated Marketing, Spokesperson, International Relations
Education
The George Washington University - School of Business 1997 — 1999
MBA, Finance
The George Washington University - School of Business 1993 — 1995
BA, International Business
State of Florida April 2012 - December 2012
BankUnited June 2006 - July 2009
BankUnited Financial Services January 2007 - May 2009
AmSouth Bank 2003 - 2006
Citigroup- Private Bank 2001 - 2003
SunTrust Bank 2000 - 2001
SunTrust Bank January 1994 - January 2000
SunTrust Bank January 1987 - January 1993
Southeast Bank 1974 - 1981
Skills
Asset Management, Securities, Banking, Strategic Planning, Sales Management, Investments, Business Strategy, Wealth Management, Executive Management, Government, Asset Managment, Leadership, Portfolio Management, Mergers, Commercial Banking, Credit, Risk Management, Commercial Lending, Loans, Strategic Financial..., Financial Analysis, Mergers & Acquisitions, Valuation, Management Consulting, Financial Services, Mutual Funds, Financial Modeling, Fixed Income, Cash Management, Finance, Series 7, Equities, Small Business, Mortgage Lending, Strategy, Due Diligence, Credit Analysis, Business Planning, Insurance, Relationship Management, Management, Financial Risk, Business Development, Asset Allocation, Investment Strategies, Corporate Finance, Credit Risk, Private Banking, Investment Advisory, Investment Management
Education
University of Miami - School of Business 1980 — 1982
MBA, Masters of Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1970 — 1974
BBA, Bachelor of Business Administration
Convergex Execution Solutions 2002 - Present
CitiGroup Private Bank October 2000 - October 2002
Salomon Smith Barney April 1998 - October 2000
D.H. Blair & Co., Inc. September 1988 - February 1998
Skills
Capital Markets, Equities, FINRA, Executive Management, Securities, Trading Systems, Hedge Funds, Series 7, Electronic Trading, Financial Services, Trading, Internal Audit, Management
Education
St. John's University 1981 — 1985
Bachelor's Degree, Business Management
Fannie Mae April 2013 - Present
Wipro Consulting April 2008 - April 2013
Wipro Consulting October 2007 - April 2008
Wipro Consulting April 2006 - October 2007
Citigroup Private Bank December 2005 - April 2006
Citigroup Private Bank June 2004 - December 2005
American Express August 2003 - May 2004
Incapita Inc June 2003 - August 2003
Blue Rhino August 2002 - April 2003
Siemens ICN-EN June 2000 - May 2002
Skills
Strategy Development, Cost Optimisation, LEAN, Operational Excellence, Financial Services, Management Consulting, Change Management, Business Analysis, Business Strategy, Business Process..., Cross-functional Team..., Project Management, Vendor Management, Business Development, Outsourcing, PMO, Business Process..., Business Transformation, Strategy, Program Management, Leadership, Consulting, Team Management, Integration, Organizational..., Strategic Planning, Executive Management, Business Process, Governance, Thought Leadership, Team Leadership, Management, Mergers & Acquisitions, Process Improvement
Education
Wake Forest University School of Business 2002 — 2004
MBA
University of Mumbai 1996 — 2000
BE
Federal Deposit Insurance Corporation August 2010 - Present
Federal Deposit Insurance Corporation August 2010 - Present
Citi September 2008 - July 2010
Citi August 2006 - August 2008
Citigroup Private Bank November 1996 - August 2006
Skills
Finance, Internal Audit, Management, Banking, Leadership
Education
The University of Texas at Arlington 2015 — 2017
Bachelor of Arts (BA), Accounting and Finance
Tarrant County College 2013 — 2015
Associate of Arts & Sciences, Business Administration and Management, General
The George Washington University Law School 2010 — 2013
Certificate of Completion, Contract Oversight Management
NetPlus Capital March 2010 - Present
Citigroup Private Bank 1999 - 2009
Skills
Wealth Management, Equities, Alternative Investments, Fixed Income, Portfolio Management, Credit, Investments, Asset Allocation, Emerging Markets, Asset Management, Capital Markets, Hedge Funds, Private Banking, Investment Advisory, Financial Markets, Derivatives
Education
CFA Institute 1999 — 2001
Chartered Financial Analyst Charterholder
Universidad del CEMA 1998 — 1998
Master Degree, Finance
SKCG May 2012 - Present
Equus Financial Consulting January 2012 - May 2012
Caldwell Life Strategies Corporation April 2010 - January 2012
Asset MarketPlace, LLC August 2009 - April 2011
LifeOptions, LLC June 2005 - December 2009
Citigroup Private Bank June 2002 - June 2005
Thomson Financial 1999 - 2001
Fidelity Investments Life Insurance Co. 1991 - 1999
New York Life Insurance Company 1989 - 1991
Skills
Long Term Care, Annuities, Account Management, Negotiation, Problem Solving, Life Insurance, Fixed Annuities, Life Settlements, Long-term Care, Employee Benefits, Superior Client Service, client service associate, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Long-Term Disability, Flexible Spending..., Investments, Retirement Planning, Alternative Investments, Financial Services, Investment Strategies, Term Life Insurance, Hedge Funds, Retirement, Long Term Care Insurance, Underwriting, Brokers, Financial Risk, 401k, Capital Markets, Wealth Management, Financial Advisory
Education
University of Rochester 1985 — 1989
B.A., Economics
University of Rochester
Bachelor of Arts (B.A.), Economics
Lieff Cabraser Heimann & Bernstein, LLP January 2015 - May 2015
Citigroup Private Bank September 2013 - November 2014
Citco Fund Services September 2009 - July 2012
Bank of America Securities April 2007 - February 2009
Bank of America Securities December 2004 - March 2007
Bank of America September 2003 - November 2004
Skills
Swaps, Bloomberg, Derivatives, Equities, Banking, Fixed Income, Hedge Funds, Risk Management, Corporate Finance, Alternative Investments, Options, Financial Risk, Bonds, Capital Markets, Trading, Finance, Management
Education
University of North Carolina at Chapel Hill 1999 — 2003
B.S., Business Administration, concentration in Finance
USAA March 2013 - Present
U.S. Trust, Bank of America Private Wealth Management 2005 - 2012
Citigroup Private Bank 2000 - 2005
Skills
Certified Financial...
Education
State University of New York College at Oneonta 1987 — 1990
Bachelor of Science (B.S.), Business/Managerial Economics
Global Insurance Solutions Group October 2014 - Present
Eurocapital Advisors January 2011 - Present
Alpha Genesis Capital Ltd. January 2011 - Present
New England Financial March 2007 - February 2011
AXA Advisors LLC July 2004 - March 2007
Citigroup Private Bank 1996 - 2004
Skills
Financial Analysis, Strategic Financial..., Financial Risk, Strategic Planning, Business Strategy, Strategic Sourcing, Business Development, Business Analysis, Business Process..., Communication, Community Outreach, Employee Benefits, Succession Planning, Retirement, Customer Service, Insurance, Investments, Banking, Financial Services, 401k, Securities, Mergers & Acquisitions, Estate Planning, Financial Advisory, Fixed Annuities, Series 7, Investment Strategies, Mutual Funds, Risk Management, Financial Modeling, Fixed Income, Wealth Management, Corporate Finance, Credit, Series 63, Asset Management, Finance, Investment Advisory, Leadership, Portfolio Management, Retirement Planning, Private Banking, Alternative Investments, Equities, Asset Allocation, Business Planning, Financial Markets, Investment Management, Investment Banking, Hedge Funds
Education
University of Tampa - John H. Sykes College of Business 1988 — 1990
MBA, Business Administration
Universidad Autónoma de Santo Domingo 1982 — 1986
B.S., Economics
Colegio Santa Teresita
Sabadell International Bank November 2013 - Present
Lloyds TSB April 2012 - October 2013
Citigroup Private Bank July 2004 - March 2012
Cititrust Bahamas Limited September 2000 - July 2004
Skills
Banking, Retail Banking, Financial Risk, Investments, Private Banking, Training, Portfolio Management, Wealth Management..., Series 7
Education
Society of Estate Practitioners Examination 2002 — 2003
TEP, Distinction
New York Stock Exchange Series 7 1997 — 1997
(General Securities Representative Examination)
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor's degree, Economics
Microsoft July 2012 - Present
Guau Corporation February 2010 - July 2012
TowerGroup January 2007 - January 2010
TowerGroup March 2002 - January 2007
Citigroup Private Bank April 2000 - July 2001
Citigroup September 1998 - March 2000
Citibank November 1995 - August 1998
Citibank November 1993 - October 1995
Saudi Arabian Monetary Agency - SAMA December 1988 - October 1993
Citibank October 1985 - November 1988
Skills
Enterprise Risk..., Risk Management, Business Strategy, Strategy, Governance, Change Management, Business Process, Executive Management, Financial Services, Process Improvement, Management, Enterprise Software, Banking, Leadership, Public Speaking, Outsourcing, Advice, Consulting, Program Management, Product Management, Cross-functional Team..., Portfolio Management, Financial Risk, Data Transformation, Competitive Analysis, Media, Management Consulting, Corporate Finance, Corporate Strategy and..., Business and Technology..., Business Analysis, Due Diligence, Strategic Planning, Credit, IT Strategy, Integration, Investment Banking, Asset Management, Expert advice – keynote..., Finance, Business Transformation, Mergers & Acquisitions, Derivatives, Thought Leadership, Six Sigma, Digital Innovation
Education
The George Washington University - School of Business 1998 — 2000
MS
University of Buenos Aires 1972 — 1975
Computador Cientifico
Citi Private Bank National Client Relationship Officer DirectorCiti Private BankJanuary 2006 - Present
Citigroup Private Bank 1997 - Present
Citigroup 1997 - Present
Boatmen's Bank 1994 - 1997
Boatmen's Bank February 1993 - December 1996
Commerce Bank 1992 - 1994
Education
University of Michigan 1988 — 1992
Clarkstown South 1984 — 1988
High School
Nicoya Capital LLC February 2013 - Present
Gratio Capital January 2006 - January 2013
Spencer Capital June 2004 - January 2006
Peace Corps June 1999 - February 2002
Citigroup Private Bank June 1997 - July 1999
Skills
Investments, Mutual Funds, Entrepreneurship, Alternative Investments, Start-ups, Financial Modeling, Marketing Strategy, Venture Capital, Strategy, Emerging Markets
Education
University of Pennsylvania 2002 — 2004
MBA, Finance
The Johns Hopkins University 1993 — 1997
BS, Computer Science
1199SEIU Benefit and Pension Funds March 2015 - Present
Merrill Lynch January 2010 - February 2015
Barclays Wealth 2008 - January 2010
Lehman Brothers March 2008 - September 2008
Citigroup Private Bank July 2006 - March 2008
HSBC Asset Management January 2006 - July 2006
Epoch Investment Partners July 2004 - January 2006
Merrill Lynch June 1993 - July 2004
Merrill Lynch 1993 - 2004
Skills
Analytics, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Banking, Investments, Risk Management, Securities, Wealth Management, Mutual Funds, Performance Appraisal, Performance Reporting
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor's of Science - Finance, Finance, General
UBS Wealth Management May 2013 - Present
Ocean Bank October 2007 - April 2013
Citigroup January 2005 - October 2006
Citigroup Private Bank January 2003 - December 2004
Citibank International March 1996 - December 2002
Citigroup Private Bank October 1992 - February 1996
Citibank Investment Bank November 1990 - October 1992
Drexel Burnham Lambert 1987 - 1989
Education
Stevens Institute of Technology
Bachelor of Engineering (BE)
The University of Chicago Booth School of Business
MBA
University of Chicago
Master's degree
Citi January 2012 - Present
Citi Trust International April 2007 - Present
Citigroup Private Bank November 1996 - Present
UBS Zurich, Switzerland September 1994 - October 1996
Skills
Estate Planning, Investments, Asset Management, Wealth Management, Private Banking, Wealth Management...
Education
University of Reading 1993 — 1994
Master's, International Business & Economic Development
American College of Switzerland 1988 — 1993
Bachelor, Economics
Google May 2011 - Present
Google 2007 - 2011
Citigroup Private Bank September 2005 - September 2006
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., Talent Management, Recruiting, College Recruiting, Employee Relations, Performance Management, Employer Branding, Employee Engagement, Human Resources, Internet Recruiting, HRIS, Sourcing, Deferred Compensation, HR Policies, Succession Planning, Graduate Recruitment
Education
University of Oxford 2002 — 2005
Master of Arts (MA), Philosophy, Politics & Economics
JP Morgan Chase Bank, N.A October 2011 - Present
Norwalk Hospital Foundation June 2007 - December 2013
Source Capital Group 2009 - October 2011
Citi Private Bank January 2006 - December 2008
Four-Site LLC 1998 - 2008
Citigroup 1996 - 2008
Citigroup Private Bank January 2000 - December 2005
Citigroup Global Asset Management 1997 - 1999
PerkinElmer 1995 - 1995
Education
University of Connecticut 1991 — 1995
BS, Finance
Wells Fargo August 2014 - Present
Citigroup Private Bank March 2009 - Present
Citi 2005 - March 2009
Accenture 1998 - 2005
Education
Saint Lawrence University 1994 — 1998
Bachelor of Science (B.S.), Biology, General
Wells Fargo Private Mortgage Banking May 2003 - Present
Citigroup Private Bank, San Francisco 1993 - 2003
Citigroup Private Bank 1993 - 2003
Skills
Mortgage Lending, Banking, Credit, Asset Management, Loans, Finance, Credit Analysis, Financial Analysis, Investments, Underwriting, Mortgage Banking, Financial Structuring, Private Banking, Loan Origination
Education
University of California, Berkeley
BA, Linguistics
Aspire Consulting October 2011 - Present
Barclays March 2013 - March 2014
Morgan Stanley March 2006 - August 2011
Citigroup Private Bank 2001 - February 2006
Citigroup World Wide Securities Services 1998 - 2001
Brown Brothers Harriman 1997 - 1998
Towers Perrin 1995 - 1997
Raytheon 1990 - 1994
Syska Hennessy Group 1988 - 1990
Skills
Global Management, Performance Measurement, Data Management, Integration, Strategy, Change Management, Program Management, Vendor Management, Financial Services, Reports, Portfolio Management, Analysis, Project Management, Start-ups, Product Management, Investments, Leadership, Investment Performance, Client Reporting, Risk Management, CIPM, Wealth Management, Business Analysis, Budgets, Financial Analysis, PMP (Project Management..., Change the Bank Programs, SDLC, Prime Brokerage, Consulting, Alternative Investments, Equities, Hedge Funds, CIPM (Certificate in..., Systems Integration, Project Planning, Management, Executive Management, Fixed Income, Asset Management, Tax Accounting, Data Analysis, Data Warehousing
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
1994, Finance
Union College 1985 — 1988
BSEE, Electrical Engineering
Stuyvesant 1980 — 1984
HS Diploma, Math / Science
Coraggio Textiles January 2014 - Present
Coraggio Textiles 2014 - 2015
Coraggio Textiles 2014 - 2015
Holland & Sherry March 2012 - January 2014
Summer Hill Chicago March 2004 - December 2011
Chicago Board of Trade 1983 - 2004
Citigroup Private Bank 2000 - 2001
Skills
New Business Development, Strategic Planning, Selling, Leadership, Customer Service, Marketing Strategy, Sales, Marketing, Budgets, Account Management, Cross-functional Team..., Project Management, Pricing, Merchandising, Retail, Business Development, B2B, Contract Negotiation, Product Development, Direct Sales, Sales Operations, Sales Management, CRM, Sales Process, Strategy, Competitive Analysis, Advertising, Negotiation, Product Management, Team Building, Product Marketing, Sales Presentations, Market Research, Market Analysis, Brand Development, Furniture, Management, Textiles, Trade Shows, Key Account Management, Interior Design
Education
University of Illinois at Chicago 1979 — 1983
Bachelor of Science, Finance
University of Illinois at Chicago 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Finance, General
US Trust, Bank of America February 2011 - Present
Citigroup Private Bank April 2006 - February 2011
Skills
First Time Home Buyers, Wealth Management, Real Estate Development, Credit Risk, Real Estate Transactions, Capital Markets, Financial Analysis, Asset Managment, Risk Management, Financial Services, Real Estate, Banking, Private Banking, Investments, Alternative Investments, Portfolio Management, Mortgage Lending, Credit, Due Diligence, Loans, Management, Valuation, Asset Management
Education
University of North Carolina at Chapel Hill 1978 — 1981
BS, Industrial Relations
Citigroup Private Bank June 2009 - Present
Citigroup Municipal Securities Division January 1998 - September 2008
Citigroup 1998 - 2008
Skills
Fixed Income, Bonds, Securities, Portfolio Management, Capital Markets, Trading, Sales Management, Investments, Wealth Management, Credit, Marketing Strategy, Series 7, Series 63, Equities, Financial Analysis, FINRA, Investment Banking, Structured Products, Hedge Funds, Financial Advisory, Derivatives
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1978 — 1980
B.S, Economics
UBS Wealth Management 2015 - Present
UBS Wealth Management 2007 - 2015
Citigroup Private Bank 2001 - 2007
Sanford C. Bernstein 1998 - 2000
Waterhouse Investor Services 1995 - 1998
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
Master of Business Administration (M.B.A.), International Business, Finance
St. John's University
Bachelor's degree, Business
Banco Itau Europa International September 2013 - Present
JP Morgan Chase July 2006 - August 2013
UBS Wealth Management 2003 - 2006
Citigroup Private Bank 1996 - 2003
Education
York University - Schulich School of Business 1990 — 1994
Master of Business Administration (MBA)
United States Merchant Marine Academy 1982 — 1986
Bachelor of Science (BS), Nautical Science and Marine Engineering
Wells Fargo Private Bank Legal Specialty Group October 2015 - Present
Wells Fargo Private Bank Legal Specialty Group March 2014 - September 2015
Wells Fargo Private Bank Legal Specialty Group April 2010 - February 2014
Wachovia Wealth Management 2004 - March 2010
Citigroup Private Bank 2001 - 2004
Skills
Series 7, Loans, Credit, Series 63, Mortgage Lending, Banking, Financial Analysis, Wealth Management, Commercial Lending, Financial Services, Credit Analysis, Commercial Banking
Education
The George Washington University 1994 — 1998
Bachelor of Arts (B.A.)
Mary Institute and St. Louis Country Day School 1981 — 1994
Wells Fargo 2010 - Present
Lehman Brothers/ Barclays May 2005 - 2010
Citigroup Private Bank November 1999 - 2005
Bankers Trust 1990 - November 1999
Chase Manhattan Bank 1985 - 1990
Skills
Alternative Investments, Fixed Income, Wealth Management, Equities, Hedge Funds, Asset Allocation, Capital Markets, Asset Managment, Investment Management, Series 7, Wealth Management..., Asset Management, Portfolio Management, Private Banking, Investments
Education
Thunderbird School of Global Management
Master of Business Administration (MBA)
University of Cincinnati
Bachelor of Science (BS), Psychology
Citi Global Wealth Management January 2002 - Present
Citigroup Private Bank January 2002 - December 2006
PlanSponsor January 2000 - January 2001
Weston Capital Management January 1998 - January 2000
BARRA ROGERS CASEY January 1992 - January 1996
EVALUATION ASSOCIATES, INC January 1980 - January 1989
Education
Ecole des Beaux Arts
certifie, Design
The University of Connecticut 1er
BS
Université de Rouen
1er, French language, culture, history
The Walt Disney Company August 2014 - Present
Deloitte & Touche LLP September 2008 - July 2014
Accountemps June 2007 - August 2007
Northern Palm Beach County Improvement District December 2006 - December 2006
Citigroup Private Bank May 2006 - July 2006
Citigroup Private Bank June 2005 - August 2005
Northern Palm Beach County Improvement District December 2004 - January 2005
Northern Palm Beach County Improvement District May 2004 - August 2004
Norther Palm Beach County Improvement District May 2003 - August 2003
The Liquor Warehouse, Inc. December 2000 - August 2003
Skills
Auditing, Accounting, Microsoft Excel, Internal Controls, Financial Audits, Financial Accounting, Financial Reporting, Financial Research, CPA, US GAAP reporting, US GAAP, Microsoft Office, Microsoft Word, External Audit, SOX 404, 10K, SEC Financial Reporting, Member of AICPA, 10Q, Quarterly Reporting, Quarterly Reviews, Internal Control..., Public Speaking, Writing, Proofreading, Recruiting, Sarbanes-Oxley Act, Sarbanes-Oxley, Consolidated Financial...
Education
University of Central Florida - College of Business Administration 2007 — 2008
Master of Science, Accounting
University of Central Florida - College of Business Administration 2003 — 2007
Bachelor of Science, Accounting
JPMorgan Chase Bank N.A. September 2014 - Present
JP Morgan March 2007 - September 2014
First Republic Bank 2005 - 2007
Citigroup Private Bank 2004 - 2005
Citigroup Private Bank 2004 - 2005
Education
San Francisco State University
International Business
J. P. Morgan Chase January 2010 - Present
Deutsche Bank February 2009 - January 2010
Deloitte & Touche L.L.P. August 2005 - February 2009
Citigroup Private Bank July 2004 - August 2005
JP Morgan Chase 2001 - 2004
Education
Rutgers University-New Brunswick
BA, Mathematics
Pipeline Fellowship 2015 - Present
Citi May 2006 - October 2008
Citigroup Private Bank April 2005 - May 2006
J.P. Morgan Asset Management January 2001 - October 2004
J.P. Morgan Asset Management 1998 - December 2000
Pryor McClendon Counts & Co July 1994 - July 1996
Saloman Smith Barney June 1992 - June 1994
Skills
Alternative Investments, Private Equity, Hedge Funds, Private Banking, Real Estate Funds, Investment Banking
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
M.B.A., Finance
Spelman College 1988 — 1992
B.A., Economics
U.S. Trust, Bank of America Private Wealth Management 2004 - Present
Citigroup Private Bank 1997 - 2004
Skills
Wealth Management, Alternative Investments, Private Banking, Asset Management, Credit
Education
San Diego State University-California State University
BA
Conde Nast September 2013 - Present
American Express Publishing October 2012 - September 2013
Conde Nast March 2008 - October 2012
CBS Corporation May 2007 - March 2008
Citigroup Private Bank August 2005 - May 2007
Viacom August 2004 - August 2005
Skills
Microsoft Excel, PowerPoint, English, Windows, Budgets, Admarc, P&L Financial Management, PeopleSoft, Essbase, Oracle, Financial Analysis, Financial Modeling
Education
Stony Brook University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Stony Brook University 2000 — 2004
Bachelor of Science (B.S.), Business Management
Whole Foods Market July 2012 - Present
HSBC Private Bank May 2007 - July 2010
CITIGROUP PRIVATE BANK January 2004 - May 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Bloomberg Terminal, Collateral Management, Account Reconciliation, Investigation, P&L Analysis, Financial Modeling, Budget Process, Foreign Exchange, Income Statement, Accruals, Credit, Credit Risk, Derivatives, Equities, Finance
Education
CUNY, Baruch College
MBA, Marketing Administration
University of Florida
Bachelor of Fine Arts
US Trust Co. (Bank of Ameria Private Wealth Mangement) December 2004 - Present
Citigroup Private Bank November 2001 - December 2004
US Trust Co. (Campbell, Cowperthwait & Co.) June 1999 - November 2001
Education
University of Maryland College Park 1995 — 1999
Bachelor of Science (BS), Business
Lower Moreland High School 1991 — 1995