The Citibank 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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The Citibank Private Bank Employees

Employee
Years
Job
Industry
Elizabeth Jacques, CFP Elizabeth Jacques, CFP Greater Denver Area Details
Elizabeth Jacques, CFP's The Citibank Private Bank Experience 1992 - 1999
Job Vice President Colorado Capital Management, Investment Advisor, Impact Investment Emphasis
Industry Financial Services
Experience
Colorado Capital Management, Inc   2012 - Present
Professional Mentoring Program LEEDS CU School of Business   2013 - Present
Elsbeth, Inc (formerly Juno Advisors, LLC)   1999 - 2012
Colorado Conservation Trust  2003 - 2011
The Citibank Private Bank   1992 - 1999
Wells Fargo Bank  1986 - 1992

Skills
Strategic Financial..., Investment Management, Entrepreneurship, Fixed Income, Banking, Securities, Small Business, Asset Allocation, Alternative Investments, Investments, Mutual Funds, Wealth Management, Investment Advisory, Financial Analysis, Portfolio Management

Education
Virginia Commonwealth University   1983 — 1984
Master of Business Administration (MBA), Finance

James Madison University   1979 — 1983
Bachelor's degree, Psychology

College of Financial Planning
Certified Financial Planning

John F. Sullivan John F. Sullivan Greater Chicago Area Details
John F. Sullivan's The Citibank Private Bank Experience January 1996 - March 1999
Job SVP Relationship Management at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners  July 2012 - Present
Morgan Stanley Smith Barney  July 2009 - January 2012
Smith Barney  May 2007 - June 2009
Smith Barney  April 2004 - May 2007
Smith Barney  April 1999 - April 2004
The Citibank Private Bank   January 1996 - March 1999
Citigroup Global Equipment Finance   January 1993 - December 1995
Citigroup Global Equipment Finance   September 1989 - December 1992

Skills
Comprehensive Wealth..., Coaching and..., Collaborative Problem..., Team Player, Retirement Planning, Consultative sales, Banking, High Net Worth..., Wealth Transfer, Business Development, Recruiting, Wealth, Wealth Management..., Finance, Investment Advisory, Mutual Funds, Series 24, Relationship Management, Alternative Investments, Wealth Management, Series 63, Investments, Series 7, FINRA, Financial Services

Education
University of Maryland College Park   1985 — 1989
BA, Political Science, Economics

Jonathan Matson Jonathan Matson Greater New York City Area Details
Jonathan Matson's The Citibank Private Bank Experience November 1996 - August 1999
Job Senior Business Development Manager Real Estate Americas at Aberdeen Asset Management
Industry Real Estate
Experience
Aberdeen Asset Managemet   April 2012 - Present
Keefe, Bruyette & Woods   August 2009 - November 2011
Citi Property Investors  March 2002 - August 2009
AIG Global Investment Group  August 1999 - February 2002
The Citibank Private Bank   November 1996 - August 1999
Cushman & Wakefield  July 1992 - October 1996

Skills
Investor Relations, Private Placements, Fund Of Funds, Alternative Investments, Capital Raising, Real Estate, Funding, Equities, Securities, Real Estate Private..., Joint Ventures, Capital, Asset Management, Private Equity, Commercial Real Estate

Education
Florida State University
Bachelor of Science, Double major: Finance and Real Estate

New York University
Master of Science, Double Major: Real Estate Investments and Development

Kalman Khalil Pipo Kalman Khalil Pipo New York, New York Details
Kalman Khalil Pipo's The Citibank Private Bank Experience February 1988 - June 2002
Job Operations Manager at Jones Day
Industry Law Practice
Experience
Jones Day  May 2005 - Present
State of New Jersey  February 2009 - Present
State of New York  January 2009 - Present
Jones Day in Association with Alsulaim Alawaji & Partners Law Firm   May 2012 - May 2013
The Citibank Private Bank   February 1988 - June 2002

Education
Bronx High School Of Science
Biology, Chemistry, Physics, Mathematics

Case Western Reserve University
BA, Anthropology, Geology

Julio Marquez Julio Marquez Greater New York City Area Details
Julio Marquez's The Citibank Private Bank Experience 1990 - 1992
Job Emerging Markets Finance Specialist
Industry Investment Management
Experience
Wisteria Court LLC   January 2015 - Present
Wyndham Global Partners   January 2013 - Present
New York School of Finance   January 2008 - Present
Nymex Capital   June 2014 - Present
Gottbetter Capital Markets, LLC   January 2010 - December 2014
The Global Emerging Markets Group (GEM)   2000 - 2012
Violy Byorum & Partners  1997 - 1999
Wasserstein Perella  1992 - 1997
The Citibank Private Bank   1990 - 1992
Morgan Stanley  June 1985 - August 1988

Skills
Private Equity, Mergers, Latin America, Series 7, Series 24, Series 63, FINRA, Emerging Markets, Venture Capital, Investment Banking, Valuation, Alternative Investments, Financial Advisory, Hedge Funds, Strategy, Investments, Equities, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Start-ups, Entrepreneurship, Corporate Development, Due Diligence, Corporate Finance

Education
Harvard Business School   1988 — 1990
MBA

University of Pennsylvania   1984 — 1985
MSE

Massachusetts Institute of Technology   1981 — 1984
BSCE

American School Foundation   1965 — 1980
High School

Ricardo L. Nazario Ricardo L. Nazario Houston, Texas Area Details
Ricardo L. Nazario's The Citibank Private Bank Experience July 1990 - July 2000
Job President at T.O.S. Advisors, LLC
Industry Financial Services
Experience
T.O.S. Advisors, LLC   June 2012 - Present
Morgan Stanley Smith Barney  May 2009 - June 2012
UBS International  August 2000 - May 2009
The Citibank Private Bank   July 1990 - July 2000

Skills
Wealth Management..., Asset Allocation, Asset Management, Asset Managment, Equities, FINRA, Finance, Financial Advisory, Fixed Income, Financial Services, Investment Advisory, Investment Strategies, Life Insurance, Investments, Portfolio Management, Retirement Planning, Separately Managed..., Strategic Financial..., Series 7, Wealth Management, Wealth, Estate Planning, Financial Planning, Mutual Funds, Private Banking

Education
Houston Baptist University   1987 — 1988
BA, Finance/Spanish

Cicely S. Wootan Cicely S. Wootan Greater New York City Area Details
Cicely S. Wootan's The Citibank Private Bank Experience 1996 - 1998
Job
Industry Fund-Raising
Experience
Guggenheim Museum  January 2010 - Present
Heinz College Alumni Association   August 2010 - September 2014
The New York Botanical Garden  July 2008 - August 2009
Avon Foundation  August 2003 - July 2008
C.W. Shaver & Company, Inc.   2001 - 2003
Lincoln Center, Inc.   2000 - 2000
Wayne State University Theaters   1998 - 1999
The Citibank Private Bank   1996 - 1998

Skills
Sponsorship, Non-profits, Fundraising, Event Planning, Philanthropy, Grant Writing, Special Events, Event Management, Program Development, Strategic Planning, Volunteer Management, Community Relations, Research, Writing, Proposal Writing, Budgeting, Editing, Arts, Contract Negotiation, Mentoring, Team Building, Annual Giving, Management, Nonprofits, Community Development, Budgets, Social Media, Media Relations, Press Releases, Arts Administration, Program Management, Museums, Raiser's Edge, Fundraisers, Community Outreach, Stewardship, Prospect Research, Non-profit..., Board Relations, Board Development, Art

Education
Carnegie Mellon University   1999 — 2000
Master's

Fordham University   1994 — 1998
BA

Hanna Brenalt Hanna Brenalt Daytona Beach, Florida Area Details
Hanna Brenalt's The Citibank Private Bank Experience June 1996 - May 1999
Job Sales Consultant to Management
Industry Management Consulting
Experience
H.BRENALT SCM   May 2011 - Present
BRENALT +   May 2009 - Present
Southern Trust Securities   July 2008 - June 2009
Merrill Lynch  September 2006 - June 2008
West Indies Merchants & Cie. LTD   November 1999 - August 2006
The Citibank Private Bank   June 1996 - May 1999
CITIBANK INVESTMENT BANK & CAPITAL MARKETS – Bogotá, Colombia   April 1992 - June 1996

Skills
Pricing, Finance, Sales, Business, FX trading, Securities, Managerial, Mergers, Financial Services, Financial Analysis, Business Strategy, Investments, Strategic Planning, Forecasting, Strategic Financial...

Education
Thunderbird School of Global Management   2007 — 2009
MBA, International Management

Thunderbird School of Global Management   2007 — 2009
MBA, International Management

Universidad del Norte   1991 — 1991
Minor, MIS & Project Evaluation

Universidad del Norte   1988 — 1991
B.S., Industrial Engineering

Audrey Berg-Clothier Audrey Berg-Clothier Greater Philadelphia Area Details
Audrey Berg-Clothier's The Citibank Private Bank Experience 1990 - 1994
Job Multinational Business Development Executive
Industry Financial Services
Experience
Strategic Assessments / Business Development   February 2011 - Present
SEI Investments  2003 - November 2009
The Citibank Private Bank   1990 - 1994
Braxton Associates  1986 - 1988

Skills
Foreign Languages, Strategic Planning, Relationship Management, Public Speaking, Latin American Business, Asset Managment, Spinal Cord Injury, Project Coordination, Global Strategy, Venture Capital, Emerging Markets, Financial Analysis, New Business Development, Market Research, Portfolio Management, Strategic Partnerships, Investments, Risk Management, Capital Markets, Asset Management, Wealth Management, Spanish, Latin America, Private Equity, Management, Derivatives, Outsourcing, Fund Of Funds, Executive Management, Business Development, Business Planning, Finance, Financial Services, Alternative Investments

Education
University of Pennsylvania - The Wharton School   1988 — 1990
MBA/MA, Lauder Institute - Portuguese

University of Massachusetts Boston   1982 — 1986
BA, Economics, German

Northlands School, Buenos Aires, Argentina

University of Pennsylvania - The Lauder Institute

University of Pennsylvania - The Lauder Institute

University of Pennsylvania - The Lauder Institute

University of Pennsylvania - The Lauder Institute

University of Pennsylvania - The Lauder Institute

Jane Michener Jane Michener Greater New York City Area Details
Jane Michener's The Citibank Private Bank Experience November 1997 - January 1999
Job Vice President at The Bank of New York Mellon
Industry Marketing and Advertising
Experience
The Bank of New York Mellon  February 2001 - December 2009
MainStreetIPO.com   February 2000 - March 2001
The Citibank Private Bank   November 1997 - January 1999

Skills
CRM, Direct Marketing, Strategy, Strategic Partnerships, Asset Managment, Mergers, Program Management, Product Management, Product Marketing, Business Strategy, Marketing Strategy, Management, Start-ups, New Business Development, Investments, Strategic Communications, Mergers & Acquisitions, Asset Management, Business Development, Market Research, Analysis, Digital Marketing, Integrated Marketing, Advertising, Online Marketing, Entrepreneurship, E-commerce, Strategic Planning, Management Consulting, Digital Strategy, Online Advertising, Digital Media

Education
Lafayette College   1992 — 1996
BA, Business/Economics

Louis Rusinowitz Louis Rusinowitz Greater New York City Area Details
Louis Rusinowitz's The Citibank Private Bank Experience 1993 - 1996
Job Partner at RCA Capital Group, LLC
Industry Financial Services
Experience
RCA Capital Group, LLC   January 2012 - Present
M1 Financial Group, LLC   2000 - 2011
Professional Planning Services, LLC   1997 - 1999
The Citibank Private Bank   1993 - 1996
Arthur Andersen & Co.   1989 - 1993

Education
Fordham University School of Law
JD

Hofstra University
BBA, Accounting

Felicia Yieh Felicia Yieh Greater New York City Area Details
Felicia Yieh's The Citibank Private Bank Experience 1993 - 1996
Job Senior Vice President at Rockefeller & Company, Inc.
Industry Investment Management
Experience
Rockefeller & Company, Inc.   2008 - Present
Goldman Sachs & Co.   2006 - 2008
U.S. Trust Company of New York   1996 - 2006
The Citibank Private Bank   1993 - 1996
Chemical Bank - National Private Banking   1988 - 1993
Bank of America  1985 - 1988

Skills
Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Equities, Wealth Management, Estate Planning, Investments, Private Equity, Fixed Income, Wealth Management..., High Net Worth..., Portfolio Management, Wealth, Investment Advisory

Education
Columbia University - Columbia Business School   1983 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing

Yale University   1977 — 1981
BA, Psychobiology

Ellen Owen Ellen Owen Washington D.C. Metro Area Details
Ellen Owen's The Citibank Private Bank Experience 1996 - 1998
Job Board Member at McLean Project for the Arts
Industry Management Consulting
Experience
McLean Project for the Arts  2006 - Present
The Citibank Private Bank   1996 - 1998
Berger Associates   1990 - 1996
The Boston Consulting Group  1988 - 1990
ICF International  1984 - 1986

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office

Education
Stanford GSB   1986 — 1988
Master of Business Administration (MBA)

Wesleyan University   1978 — 1982
Bachelor of Arts (B.A.), Science in Society