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
Norman Veit, PMP Norman Veit, PMP Temple, Texas Details
Norman Veit, PMP's Citigroup- Private Bank Experience September 2000 - October 2003
Job Applications Development Manager at CGI
Industry Information Technology and Services
Experience
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

Enrique Mackinlay Zapiola Enrique Mackinlay Zapiola Miami, Florida Details
Enrique Mackinlay Zapiola's Citigroup- Private Bank Experience March 2004 - July 2005
Job International Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Vicki Gleeson Vicki Gleeson Greater Seattle Area Details
Vicki Gleeson's Citigroup- Private Bank Experience 1998 - 2001
Job Director of Human Resources at Russell Investments
Industry Accounting
Experience
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

Daniel Maloney Daniel Maloney Oklahoma City, Oklahoma Area Details
Daniel Maloney's Citigroup- Private Bank Experience May 2004 - August 2004
Job CEO, Cofounder of Tailwind, the Pinterest Marketing and Analytics Platform for 40,000 brands.
Industry Internet
Experience
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

Ricardo Calderon, CFA Ricardo Calderon, CFA Santa Barbara, California Area Details
Ricardo Calderon, CFA's Citigroup- Private Bank Experience 2001 - 2001
Job Vice President, Wealth Advisor at Rabobank
Industry Banking
Experience
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

Alonzo Johnson Alonzo Johnson Greater New York City Area Details
Alonzo Johnson's Citigroup- Private Bank Experience August 2004 - January 2005
Job Marketing/Strategy Support & Office Management
Industry Financial Services
Experience
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

Martin J Fisher Martin J Fisher Greater New York City Area Details
Martin J Fisher's Citigroup- Private Bank Experience September 2010 - October 2013
Job Intermediate Analyst & Project Manager for CPB Client Reporting Americas at Citigroup Private Bank
Industry Banking
Experience
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

Adriana Morandi Adriana Morandi Houston, Texas Details
Adriana Morandi's Citigroup- Private Bank Experience March 2013 - May 2014
Job KYC Specialist at Citigroup
Industry Financial Services
Experience
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

Martin Bryan Martin Bryan Greater New York City Area Details
Martin Bryan's Citigroup- Private Bank Experience August 2005 - September 2006
Job Partner, Strategy at UM Worldwide
Industry Marketing and Advertising
Experience
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

Tim Nash, CFA, CAIA Tim Nash, CFA, CAIA Greater Boston Area Details
Tim Nash, CFA, CAIA's Citigroup- Private Bank Experience August 2015 - Present
Job Citigroup Private Bank
Industry Investment Management
Experience
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

Robin Wohlstetter Robin Wohlstetter Greater New York City Area Details
Robin Wohlstetter's Citigroup- Private Bank Experience June 2000 - November 2005
Job English teacher
Industry Education Management
Experience
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

Jack Paul Jack Paul Greater New York City Area Details
Jack Paul's Citigroup- Private Bank Experience August 2005 - July 2007
Job EVP Business Development/Managing Partner at Telesis Solutions Group
Industry Information Technology and Services
Experience
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

Laura Kaplan Laura Kaplan Miami/Fort Lauderdale Area Details
Laura Kaplan's Citigroup- Private Bank Experience 2006 - 2008
Job Managing Director, Private Banker at US Trust
Industry Financial Services
Experience
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

Karen Ryba, CAIA Karen Ryba, CAIA Greater New York City Area Details
Karen Ryba, CAIA's Citigroup- Private Bank Experience December 2003 - April 2006
Job Investment Consulting Professional
Industry Financial Services
Experience
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

Gregg Aprahamian Gregg Aprahamian Greater New York City Area Details
Gregg Aprahamian's Citigroup- Private Bank Experience 2004 - 2005
Job Senior HRBP, Financial & Risk, GTM Americas Sales
Industry Financial Services
Experience
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

J.M. Abbott J.M. Abbott Greater Los Angeles Area Details
J.M. Abbott's Citigroup- Private Bank Experience 2005 - 2008
Job RFP Specialist at Fiserv
Industry Executive Office
Experience
Fiserv  October 2012 - Present
Nexus IS  October 2011 - November 2012
Citigroup Private Bank  2005 - 2008

Education
The Evergreen State College

Washington State University

Ray Ruga Ray Ruga Miami/Fort Lauderdale Area Details
Ray Ruga's Citigroup- Private Bank Experience January 2004 - January 2006
Job Founder at Fintech Americas
Industry Public Relations and Communications
Experience
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

Hunting Deutsch Hunting Deutsch Sarasota, Florida Details
Hunting Deutsch's Citigroup- Private Bank Experience 2001 - 2003
Job Retired
Industry Banking
Experience
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

Louis Damiano Louis Damiano Whitestone, New York Details
Louis Damiano's Citigroup- Private Bank Experience October 2000 - October 2002
Job SVP, Control Supervisory Support, Compliance
Industry Financial Services
Experience
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

Rushabh Shah Rushabh Shah Jacksonville Beach, Florida Details
Rushabh Shah's Citigroup- Private Bank Experience December 2005 - April 2006
Job Director Strategic Initiatives at Fannie Mae
Industry Financial Services
Experience
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

Aminta Martinez Aminta Martinez Hurst, Texas Details
Aminta Martinez's Citigroup- Private Bank Experience November 1996 - August 2006
Job Asset Management Technician at Federal Deposit Insurance Corporation
Industry Banking
Experience
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

Gustavo A. Russo, CFA Gustavo A. Russo, CFA Greater New York City Area Details
Gustavo A. Russo, CFA's Citigroup- Private Bank Experience 1999 - 2009
Job Chief Investment Officer at NetPlus Capital
Industry Financial Services
Experience
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

Patrice Lala Patrice Lala Greater New York City Area Details
Patrice Lala's Citigroup- Private Bank Experience June 2002 - June 2005
Job Account Manager Employee Benefits at SKCG
Industry Financial Services
Experience
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

Caroline Hanley Caroline Hanley Greater New York City Area Details
Caroline Hanley's Citigroup- Private Bank Experience September 2013 - November 2014
Job Financial Analyst at Lieff Cabraser Heimann & Bernstein, LLP
Industry Capital Markets
Experience
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

Scott Miller CFP® Scott Miller CFP® Greater New York City Area Details
Scott Miller CFP®'s Citigroup- Private Bank Experience 2000 - 2005
Job Wealth Manager at USAA
Industry Investment Management
Experience
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

Luis J. Soto, Jr., CFP® Luis J. Soto, Jr., CFP® Miami/Fort Lauderdale Area Details
Luis J. Soto, Jr., CFP®'s Citigroup- Private Bank Experience 1996 - 2004
Job Vice President at Global Insurance Solutions Group
Industry Financial Services
Experience
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

Stephen William Stephen William Miami, Florida Details
Stephen William's Citigroup- Private Bank Experience July 2004 - March 2012
Job Vice President, Wealth Structuring at Sabadell International Bank
Industry Banking
Experience
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

Guillermo Kopp Guillermo Kopp Greater New York City Area Details
Guillermo Kopp's Citigroup- Private Bank Experience April 2000 - July 2001
Job Financial Services Industry Director, LATAM at Microsoft
Industry Financial Services
Experience
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

Robyn Schwartz Robyn Schwartz Greater New York City Area Details
Robyn Schwartz's Citigroup- Private Bank Experience 1997 - Present
Job Director at Citi Private Bank
Industry Banking
Experience
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

Rimmy Malhotra Rimmy Malhotra Greater New York City Area Details
Rimmy Malhotra's Citigroup- Private Bank Experience June 1997 - July 1999
Job Partner at Nicoya Capital LLC
Industry Capital Markets
Experience
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

Frank Vendome Frank Vendome Greater New York City Area Details
Frank Vendome's Citigroup- Private Bank Experience July 2006 - March 2008
Job Managing Director at 1199SEIU
Industry Financial Services
Experience
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

Miguel A Cervoni Miguel A Cervoni New York, New York Details
Miguel A Cervoni's Citigroup- Private Bank Experience January 2003 - December 2004
Job Managing Director / Complex Director UBS Wealth Management
Industry Financial Services
Experience
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

Johanna Gianni-Bauert Johanna Gianni-Bauert Miami/Fort Lauderdale Area Details
Johanna Gianni-Bauert's Citigroup- Private Bank Experience November 1996 - Present
Job Director at Citi
Industry Financial Services
Experience
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

Anna Rein Anna Rein Mountain View, California Details
Anna Rein's Citigroup- Private Bank Experience September 2005 - September 2006
Job HR Business Partner at Google
Industry Internet
Experience
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

Juan de Choudens Juan de Choudens Greater New York City Area Details
Juan de Choudens's Citigroup- Private Bank Experience January 2000 - December 2005
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
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

Steve Woo Steve Woo Greater New York City Area Details
Steve Woo's Citigroup- Private Bank Experience March 2009 - Present
Job Wells Fargo technology relationship manager
Industry Information Technology and Services
Experience
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

Jackie Corwin Jackie Corwin San Francisco Bay Area Details
Jackie Corwin's Citigroup- Private Bank Experience 1993 - 2003
Job Private Mortgage Banker NMLSR ID 453494 Wells Fargo Private Mortgage Banking
Industry Banking
Experience
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

Anton Srdanovic, CIPM, PMP Anton Srdanovic, CIPM, PMP Greater New York City Area Details
Anton Srdanovic, CIPM, PMP's Citigroup- Private Bank Experience 2001 - February 2006
Job Global Wealth/Asset Mgmt | Program Management | Investment Accounting | Performance Measurement | Client Reporting
Industry Financial Services
Experience
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

Mike Madalinski Mike Madalinski Greater Chicago Area Details
Mike Madalinski's Citigroup- Private Bank Experience 2000 - 2001
Job Midwest Territory Sales Mangager & Showroom Manager at Coraggio Textiles
Industry Design
Experience
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

Patricia Cecere Patricia Cecere Greater New York City Area Details
Patricia Cecere's Citigroup- Private Bank Experience April 2006 - February 2011
Job Mortgage Specialist
Industry Banking
Experience
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

Terry Tracy Terry Tracy Greater New York City Area Details
Terry Tracy's Citigroup- Private Bank Experience June 2009 - Present
Job Director at Citigroup Private Bank
Industry Capital Markets
Experience
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

Jose A. Iglesias, CFA, CFP Jose A. Iglesias, CFA, CFP Greater New York City Area Details
Jose A. Iglesias, CFA, CFP's Citigroup- Private Bank Experience 2001 - 2007
Job Client Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
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

J. Vincent Chung J. Vincent Chung Miami, Florida Details
J. Vincent Chung's Citigroup- Private Bank Experience 1996 - 2003
Job Director, Senior Private Banker at Banco Itau Europa International
Industry Banking
Experience
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

Amanda McDougall Amanda McDougall San Francisco Bay Area Details
Amanda McDougall's Citigroup- Private Bank Experience 2001 - 2004
Job Regional Director at Wells Fargo Private Bank Legal Specialty Group
Industry Banking
Experience
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

Belkis Knudsvig Belkis Knudsvig Greater New York City Area Details
Belkis Knudsvig's Citigroup- Private Bank Experience November 1999 - 2005
Job Wealth Advisor/ Wells Fargo Private Bank
Industry Banking
Experience
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

Carol Schwefel Carol Schwefel Greater New York City Area Details
Carol Schwefel's Citigroup- Private Bank Experience January 2002 - December 2006
Job Sr VP at Citi Global Wealth Management
Industry Marketing and Advertising
Experience
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

Tejal Shah, CPA Tejal Shah, CPA Orlando, Florida Area Details
Tejal Shah, CPA's Citigroup- Private Bank Experience May 2006 - July 2006
Job Manager Financial Accounting at The Walt Disney Company
Industry Hospitality
Experience
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

Shaun Layton Shaun Layton San Francisco Bay Area Details
Shaun Layton's Citigroup- Private Bank Experience 2004 - 2005
Job VP, Private Client Advisor
Industry Investment Banking
Experience
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

eric waynor eric waynor Greater New York City Area Details
eric waynor's Citigroup- Private Bank Experience July 2004 - August 2005
Job Vice President – J. P. Morgan Chase
Industry Investment Banking
Experience
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

Stacy Baines Manvitz Stacy Baines Manvitz Washington D.C. Metro Area Details
Stacy Baines Manvitz's Citigroup- Private Bank Experience April 2005 - May 2006
Job
Industry Financial Services
Experience
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

Kristine Louis Reynal Kristine Louis Reynal Greater New York City Area Details
Kristine Louis Reynal's Citigroup- Private Bank Experience 1997 - 2004
Job Senior Vice President at US Trust
Industry Financial Services
Experience
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

Jennifer Chiu Jennifer Chiu New York, New York Details
Jennifer Chiu's Citigroup- Private Bank Experience August 2005 - May 2007
Job Business Manager, Digital Conde Nast
Industry Publishing
Experience
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

Will Havey Will Havey Greater New York City Area Details
Will Havey's Citigroup- Private Bank Experience January 2004 - May 2007
Job Seasoned AVP, experienced in domestic/international wealth management, foreign exchange and publishing.
Industry Banking
Experience
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

Alaina Gellin Alaina Gellin Livingston, New Jersey Details
Alaina Gellin's Citigroup- Private Bank Experience November 2001 - December 2004
Job Assistant Vice President at US Trust Co. (Bank of America Private Wealth Mangement)
Industry Financial Services
Experience
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

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