The 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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The Citigroup Private Bank Employees

Employee
Years
Job
Industry
Joshua Faulkner Joshua Faulkner Chicago, Illinois Details
Joshua Faulkner's The Citigroup Private Bank Experience July 2005 - September 2006
Job Attorney at Kirkland & Ellis LLP
Industry Law Practice
Experience
Kirkland & Ellis LLP  March 2014 - Present
Mayer Brown LLP  July 2013 - February 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   December 2012 - May 2013
Kirkland & Ellis LLP  October 2011 - October 2012
Kirkland & Ellis LLP  June 2010 - August 2010
General Growth Properties  November 2006 - July 2008
The Citigroup Private Bank   July 2005 - September 2006
Goldman Sachs  June 2004 - August 2004

Skills
Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Finance, Corporate Governance, Venture Capital, Finance, Restructuring, Securities Regulation, Corporate Law, Cross-border..., Legal Writing

Education
Northwestern University - Kellogg School of Management   2008 — 2011
Masters in Business Administration, Finance, Accounting

Northwestern University School of Law   2008 — 2011
Juris Doctor

University of Pennsylvania   2001 — 2005
Bachelor of Arts, Economics

Erin Susser Erin Susser Greater Denver Area Details
Erin Susser's The Citigroup Private Bank Experience January 2000 - January 2004
Job Financial Services Professional
Industry Financial Services
Experience
The Citigroup Private Bank   January 2000 - January 2004
Express WorldBrand   June 1998 - October 2000
Mesa Properties   January 1995 - August 1997

Skills
Customer Service, Mortgage Lending, Organizational Vision, Customer-focused, Office Management, Team Management, Banking Solutions, Exceptional organization, Motivated self-starter, Time Management, Sales&Marketing, Business Sale, Communication, Wealth Management..., Self motivated,..., Banking, Management, Marketing, Sales

Education
Regis Univeristy   2007 — 2012
BS Corporate Finance, Finance, 3.7

Douglas County High School

Kansas State University

Dexter Delacruz Dexter Delacruz Greater New York City Area Details
Dexter Delacruz's The Citigroup Private Bank Experience July 1997 - March 2014
Job Director, Head of Compliance, Legal and Audit Technology at CIT
Industry Financial Services
Experience
CIT  June 2014 - Present
CIT  March 2014 - June 2014
The Citigroup Private Bank   July 1997 - March 2014

Education
Georgetown University
BS

New York University - Leonard N. Stern School of Business
MBA

Bobby Zrike Bobby Zrike Greater New York City Area Details
Bobby Zrike's The Citigroup Private Bank Experience July 2004 - December 2005
Job Senior Advisor at Global Strategic Associates
Industry Financial Services
Experience
Global Strategic Associates   January 2014 - January 2015
Global Strategic Associates   October 2010 - January 2014
J.P. Morgan Private Bank   January 2007 - December 2009
The Citigroup Private Bank   July 2004 - December 2005
Robertson Stephens Inc.  April 2002 - October 2002
Trade.com Global Markets, Inc   September 2000 - April 2001
Goldman, Sachs & Co.   August 1988 - September 2000
Morgan Stanley  August 1984 - July 1986

Skills
Due Diligence, Strategy, Mergers & Acquisitions, Private Equity, Start-ups, Hedge Funds, Competitive Analysis, Fixed Income, Venture Capital, Negotiation, Equities, Marketing Strategy, Public Speaking, Budgets, Securities, Entrepreneurship, Strategic Planning, Business Strategy, New Business Development, Wealth Management, Private Banking

Education
Harvard Business School
MBA

Dartmouth College
AB, History

Brunswick School
High School Diploma

Tom Shilen Tom Shilen Greenwich, Connecticut Details
Tom Shilen's The Citigroup Private Bank Experience 2003 - 2005
Job Senior Vice President, Chief Financial and Administrative Officer at CBS News
Industry Broadcast Media
Experience
CBS News  November 2011 - Present
CBS Corporation  March 2010 - November 2011
Sara Lee Corporation  March 2008 - February 2010
American Express Company  2007 - 2008
Citi Home Equity  2005 - 2007
The Citigroup Private Bank   2003 - 2005
GE Capital Markets Services, Inc.   2000 - 2003
National Broadcasting Company  1998 - 2000
PepsiCo  1992 - 1998
Deloitte  1985 - 1992

Skills
Sarbanes-Oxley Act, SEC filings, Financial Reporting, Accounting, Financial Analysis, Internal Controls, US GAAP, Forecasting, Mergers, Strategic Financial..., Auditing, Financial Accounting, Internal Audit, General Ledger, Sarbanes-Oxley, Financial Modeling, GAAP, Due Diligence, Strategic Planning, Process Improvement

Education
University of Notre Dame   1977 — 1981
Bachelor of Business Administration (BBA), Accountancy

Chi Wai Lima Chi Wai Lima Greater New York City Area Details
Chi Wai Lima's The Citigroup Private Bank Experience 2005 - 2007
Job User Experience | Visual Design | Graphic Design
Industry Design
Experience
Chi Wai Lima   2009 - Present
Pensa  June 2011 - August 2011
SourceMedia  2008 - 2009
The James Group  2007 - 2008
The Citigroup Private Bank   2005 - 2007
Wellington Management International (London)   September 2000 - December 2004

Skills
Brand Awareness, Creative Direction, InDesign, Art Direction, Graphic Design, Illustrator, Corporate Identity, Packaging, Graphics, Web Design, Corporate Branding, Brand Development, User Interface Design, User Research, Brand Architecture, User Experience

Education
General Assembly   2014 — 2014
User Experience

School of Visual Arts   2010 — 2011
Master's degree, Branding

Massachusetts College of Art   1997 — 2000
Graphic Design, Continuing Education

Boston University   1992 — 1996
Bachelor of Science, Communication

Ted Disabato Ted Disabato Greater St. Louis Area Details
Ted Disabato's The Citigroup Private Bank Experience January 2005 - June 2006
Job Managing Member / Broker and General Counsel at TdD Attorneys / Real Estate
Industry Law Practice
Experience
TdD Premier Real Estate   September 2010 - Present
TdD Attorneys at Law LLC   July 2010 - Present
Disabato Nitsch LLP   November 2008 - July 2010
Bankers & Lenders Title, L.C. and Commercial Industrial Retail Title, L.C.   December 2006 - October 2008
First American Title Insurance Company, National Commercial Services  June 2006 - December 2006
The Citigroup Private Bank   January 2005 - June 2006
Millsap & Singer, P.C.   December 1999 - December 2004

Skills
Title Insurance, Real Estate, Mortgage, Sellers, Negotiation, Litigation, Foreclosures, Strategic Planning, Real Estate Transactions, Staff Development, Estate Planning, Compliance, Risk Analysis, Contract Negotiation, Team Building, Budgeting, Problem Solving, Public Speaking, Small Business, New Business Development, Risk Management, Microsoft Office, Commercial Litigation, Business Strategy, Real Estate Development, Residential, Underwriting, Business Planning, Team Leadership, Short Sales, Property Management, Loans, Asset Management, Default, Mortgage Lending, Residential Homes, Property Law, Buyers, Investment Properties, Real Estate Financing, Leases, Real Estate Economics, Closings, Brokerage, Real Property, Disposition, 1031 Exchanges, Commercial Real Estate, Investors, HUD

Education
Saint Louis University John Cook School of Business   2000 — 2003
MBA, Business

Saint Louis University School of Law   1999 — 2003
JD, Law

Saint Louis University   1995 — 1999
BA, Chemistry, Biology

Jon Persson Jon Persson Greater New York City Area Details
Jon Persson's The Citigroup Private Bank Experience May 2000 - November 2004
Job Retired Consultant to Geller Family Office Services LLC
Industry Financial Services
Experience
Geller Family Office Services LLC   April 2015 - Present
Geller Family Office Services   February 2005 - March 2015
The Citigroup Private Bank   May 2000 - November 2004

Education
University of Pennsylvania   1967 — 1968
BA, Economics

Mayur Pendse Mayur Pendse Toronto, Canada Area Details
Mayur Pendse's The Citigroup Private Bank Experience 2002 - 2003
Job Investment Fund Advisor, Life & Health Insurance Advisor, Group Insurance Advisor
Industry Financial Services
Experience
Desjardins Financial Security Independent Network  March 2005 - Present
Desjardins Financial Security Investments Inc.  March 2005 - Present
Pendsion Wealth & Benefits Inc.   November 2011 - Present
Infosys Technologies  August 2000 - February 2005
Goldman Sachs  2004 - 2005
The Citigroup Private Bank   2002 - 2003

Skills
Business Analysis, Risk Management, Finance, Portfolio Management, SDLC, Retirement Planning, Investments, Program Management, Management, Business Strategy, Requirements Analysis, Oracle, Insurance, Retirement, Mutual Funds, Consulting, Strategic Financial..., Requirements Gathering, Financial Analysis, CRM, IT Strategy, Vendor Management, Financial Planning

Education
York University   1998 — 2000
Bsc, Computer Science

Loyola   1985 — 1993

Pune Institute of Computer Technology

Sandeep Kurne Sandeep Kurne Greater New York City Area Details
Sandeep Kurne's The Citigroup Private Bank Experience January 2001 - December 2005
Job Business Strategy & Operations Transformation Lead
Industry Management Consulting
Experience
KPMG  January 2013 - Present
Venture Capital and Start-Up   November 2012 - Present
UBS AG  August 2010 - October 2012
EMC Consulting  September 2009 - August 2010
Deloitte Consulting LLP  July 2007 - February 2009
Citigroup Global Wealth Management  January 2006 - June 2007
The Citigroup Private Bank   January 2001 - December 2005
Citigroup Technology Inc.  July 1999 - December 2001
Sprint International  May 1994 - October 1996

Skills
Business Process..., Business Process..., Private Banking, Wealth Management, Re-engineering, Project Management, Business Expansion, Market Entry, Financial Services, Investment Banking, Portfolio Management, Business Transformation, PMO, Risk Management, Project Portfolio..., Analytics, Strategy, Outsourcing, Offshoring, Program Management, Business Development, CRM, Management Consulting, Business Analysis, IT Strategy, Start-ups, Cross-functional Team..., Business Strategy

Education
University of South Carolina - The Moore School of Business   1997 — 1999
Master of Business Administration (MBA), International Business

University of Mumbai   1990 — 1994
BE, Electronics Engineering

Jaime Carvallo Jaime Carvallo Greater New York City Area Details
Jaime Carvallo's The Citigroup Private Bank Experience July 2001 - December 2004
Job Cofounder at Park Sutton Advisors, LLC
Industry Banking
Experience
Park Sutton Advisors, LLC   April 2008 - Present
Deutsche Bank Trust Company, N.A.   October 2007 - March 2008
HSBC Private Bank  January 2005 - September 2007
The Citigroup Private Bank   July 2001 - December 2004

Skills
Investment Banking, Mergers & Acquisitions, Valuation, Asset Management, Equities, Investments, Strategy, Private Equity, Wealth Management, Financial Services, Commercial Lending, Private Banking, Estate Planning

Education
University of Pennsylvania - The Wharton School   1999 — 2001
Master of Business Administration (MBA), Finance

Universidad de Lima / University of Lima   1990 — 1994
Bachelor of Business Administration (B.B.A.)

Betty McComiskey Betty McComiskey Greater New York City Area Details
Betty McComiskey's The Citigroup Private Bank Experience 1996 - 2002
Job Director of Special Events at Wagner College
Industry Higher Education
Experience
Wagner College  June 2013 - Present
Wagner College  November 2003 - Present
Citigroup  April 1994 - December 2003
The Citigroup Private Bank   1996 - 2002

Skills
Fundraising, Higher Education, Event Planning, Volunteer Management, Customer Service, Non-profits, Public Relations, Social Media Marketing, Public Speaking, Analysis, Student Affairs, Nonprofits, Community Outreach, Research, Social Media, Social Networking, Teaching, Program Development, Facebook, Editing, Grant Writing

Education
City University of New York-Baruch College - Zicklin School of Business
Finance, General

Pace University - Lubin School of Business
Associate's degree

Frances Fulgencio Frances Fulgencio Greater New York City Area Details
Frances Fulgencio's The Citigroup Private Bank Experience 2003 - Present
Job Assistant Vice President at The Citigroup Private Bank
Industry Investment Banking
Experience
The Citigroup Private Bank   2003 - Present
SkyTel/Worldcom   1996 - 2001

Skills
Risk Management, Securities, Banking, Hedge Funds, Financial Risk, Mergers & Acquisitions, Private Equity, Private Banking, Trading, Strategy, AML, Financial Analysis, Direct Sales, Investments, Sales Management, Wealth Management, Strategic Planning, KYC, Leadership, Management

Education
University of Phoenix   2008 — 2010
Psychology

Virginia State University   1989 — 1993
Bachelor of Arts, Marketing

Maria Eugenia Sevilla Maria Eugenia Sevilla Miami/Fort Lauderdale Area Details
Maria Eugenia Sevilla's The Citigroup Private Bank Experience August 2004 - Present
Job Associate Banker Vice President at The Citigroup Private Bank
Industry Banking
Experience
The Citigroup Private Bank   August 2004 - Present

Skills
Investment Banking, Business Analysis, Credit Risk, Management, Investments, Risk Management, Finance

Education
University of Miami - School of Business   2002 — 2004

Violeta Kuilan Violeta Kuilan Miami/Fort Lauderdale Area Details
Violeta Kuilan's The Citigroup Private Bank Experience August 1999 - April 2005
Job Exclusive Financial Specialist at Allstate Financial
Industry Financial Services
Experience
Allstate Financial  Premier Relationship ManagerHSBCJune 2005 - April 2006
the citigroup private bank   August 1999 - April 2005

Education
Florida International University - College of Business   1997 — 2001
BUSINESS, FINANCE

Kenneth Iselhart Kenneth Iselhart Greater New York City Area Details
Kenneth Iselhart's The Citigroup Private Bank Experience January 1998 - March 2005
Job Vice President, Private Banking at Capital One Bank
Industry Financial Services
Experience
Capital One Bank  April 2012 - Present
Wells Fargo  April 2006 - April 2012
UBS Financial Services  April 2005 - April 2006
The Citigroup Private Bank   January 1998 - March 2005

Skills
Series 7, Wealth Management, Private Banking, Credit, Commercial Lending, Lines Of Credit, Retirement Planning, FINRA, High Net Worth..., Financial Planning, Asset Management, Investments, Commercial Mortgages, Mortgage, Estate Planning, Banking, Cash Management, Loans, Securities, Fixed Income, Equities, Insurance, Strategic Financial..., Finance

Education
Cornell University   1981 — 1985
B.S., Business Management and Marketing