C » Topics » Executive Officers

These excerpts taken from the C 10-K filed Feb 27, 2009.

Executive Officers

Citigroup’s Executive Officers on February 27, 2009 are:

 

Name   Age    Position and office held

Shirish Apte

  56    CEO, Central and Eastern Europe

Ajay Banga

  49    CEO, Asia

Sir Winfried F.W. Bischoff

  67    Former Chairman

Don Callahan

  52    Chief Administrative Officer

Gary Crittenden

  55    Chief Financial Officer

Terri Dial

  59    CEO, Consumer Banking North America; Global Head, Consumer Strategy

James A. Forese

  46    Head, Global Capital Markets

Steven J. Freiberg

  51    Chairman & CEO, Citi Holdings—Global Consumer

John C. Gerspach

  55    Controller and Chief Accounting Officer

John Havens

  52    Head, Global Institutional Bank

Michael S. Helfer

  63    General Counsel and Corporate Secretary

Lewis B. Kaden

  66    Vice Chairman

Edward J. Kelly, III

  55    Head, Global Banking and Citi Alternative Investments

Brian Leach

  49    Chief Risk Officer

Manuel Medina-Mora

  58    Chairman & CEO, Latin America & Mexico

William J. Mills

  53    CEO, Western Europe, Middle East and Africa

Vikram S. Pandit

  52    Chief Executive Officer

William R. Rhodes

  73    Senior Vice Chairman; Chairman, President & CEO, Citibank, N.A.

Stephen R. Volk

  72    Vice Chairman

Each executive officer has held executive or management positions with the Company for at least five years, except that:

 

 

Mr. Callahan joined Citigroup in 2007. Prior to joining Citi, Mr. Callahan was a Managing Director and Head of Client Coverage Strategy for the Investment Banking Division at Credit Suisse. From 1993 to 2006, Mr. Callahan worked at Morgan Stanley, serving in numerous roles, including Global Head of Marketing and Head of Marketing for the Institutional Equities Division and for the Institutional Securities Group.

 

Mr. Crittenden joined Citigroup in March 2007. Prior to joining Citigroup, Mr. Crittenden was Executive Vice President, Chief Financial Officer, and Head of Global Network Services at American Express from 2000 to 2007.

 

Ms. Dial joined Citigroup in June 2008. Prior to joining Citi, Ms. Dial served as Group Executive Director of UK Retail Banking and as a member of the Board of Directors at Lloyds TSB Group plc. Prior to Lloyds TSB, Ms. Dial was President and Chief Executive Officer of Wells Fargo Bank, a subsidiary of Wells Fargo & Co.

 

Mr. Havens joined Citigroup in 2007. Prior to joining Citigroup, Mr. Havens was a founder and Partner of Old Lane, LP, a multi-strategy hedge fund and private equity fund manager that was acquired by Citi in 2007. Before forming Old Lane in 2005, Mr. Havens was Head of Institutional Equity at Morgan Stanley and a member of the firm’s Management Committee.

 

Mr. Kaden joined Citigroup in September 2005. Prior to joining Citigroup, Mr. Kaden was a partner at Davis Polk & Wardwell.

 

Mr. Kelly joined Citi in February 2008 from The Carlyle Group, a private investment firm, where he was a Managing Director. Prior to joining Carlyle in July 2007, he was a Vice Chairman at The PNC Financial Services Group following PNC’s acquisition of Mercantile Bankshares Corporation in March 2007. He was Chairman, Chief Executive and President of Mercantile from March 2003 through March 2007.

 

Mr. Leach joined Citigroup in 2008. Prior to becoming Citi’s Chief Risk Officer in March 2008, Mr. Leach was the co-COO of Old Lane. Mr. Leach, along with several former colleagues from Morgan Stanley, founded Old Lane LP in 2005. Earlier, he had worked for his entire financial career at Morgan Stanley, finishing as Risk Manager of the Institutional Securities Business.

 

Mr. Pandit, prior to being named CEO on December 11, 2007, was Chairman and CEO of Citigroup’s Institutional Clients Group. Formerly the Chairman and CEO of Alternative Investments, Mr. Pandit was a founding member and chairman of the members committee of Old Lane, LP, which was acquired by Citigroup in 2007. Prior to forming Old Lane, Mr. Pandit held a number of senior positions at Morgan Stanley over more than two decades, including President and Chief Operating Officer of Morgan Stanley’s institutional securities and investment banking business and was a member of the firm’s Management Committee.

 

Mr. Volk joined Citigroup in July 2004. From 2001 to 2004, Mr. Volk was Chairman of Credit Suisse First Boston. Before that, Mr. Volk was a partner at Shearman & Sterling.


 

237


Table of Contents

 

Executive Officers

Citigroup’s Executive Officers on February 27, 2009 are:

 

Name   Age    Position and office held

Shirish Apte

  56    CEO, Central and Eastern Europe

Ajay Banga

  49    CEO, Asia

Sir Winfried F.W. Bischoff

  67    Former Chairman

Don Callahan

  52    Chief Administrative Officer

Gary Crittenden

  55    Chief Financial Officer

Terri Dial

  59    CEO, Consumer Banking North America; Global Head, Consumer Strategy

James A. Forese

  46    Head, Global Capital Markets

Steven J. Freiberg

  51    Chairman & CEO, Citi Holdings—Global Consumer

John C. Gerspach

  55    Controller and Chief Accounting Officer

John Havens

  52    Head, Global Institutional Bank

Michael S. Helfer

  63    General Counsel and Corporate Secretary

Lewis B. Kaden

  66    Vice Chairman

Edward J. Kelly, III

  55    Head, Global Banking and Citi Alternative Investments

Brian Leach

  49    Chief Risk Officer

Manuel Medina-Mora

  58    Chairman & CEO, Latin America & Mexico

William J. Mills

  53    CEO, Western Europe, Middle East and Africa

Vikram S. Pandit

  52    Chief Executive Officer

William R. Rhodes

  73    Senior Vice Chairman; Chairman, President & CEO, Citibank, N.A.

Stephen R. Volk

  72    Vice Chairman

Each executive officer has held executive or management positions with the Company for at least five years, except that:

 

 

Mr. Callahan joined Citigroup in 2007. Prior to joining Citi, Mr. Callahan was a Managing Director and Head of Client Coverage Strategy for the Investment Banking Division at Credit Suisse. From 1993 to 2006, Mr. Callahan worked at Morgan Stanley, serving in numerous roles, including Global Head of Marketing and Head of Marketing for the Institutional Equities Division and for the Institutional Securities Group.

 

Mr. Crittenden joined Citigroup in March 2007. Prior to joining Citigroup, Mr. Crittenden was Executive Vice President, Chief Financial Officer, and Head of Global Network Services at American Express from 2000 to 2007.

 

Ms. Dial joined Citigroup in June 2008. Prior to joining Citi, Ms. Dial served as Group Executive Director of UK Retail Banking and as a member of the Board of Directors at Lloyds TSB Group plc. Prior to Lloyds TSB, Ms. Dial was President and Chief Executive Officer of Wells Fargo Bank, a subsidiary of Wells Fargo & Co.

 

Mr. Havens joined Citigroup in 2007. Prior to joining Citigroup, Mr. Havens was a founder and Partner of Old Lane, LP, a multi-strategy hedge fund and private equity fund manager that was acquired by Citi in 2007. Before forming Old Lane in 2005, Mr. Havens was Head of Institutional Equity at Morgan Stanley and a member of the firm’s Management Committee.

 

Mr. Kaden joined Citigroup in September 2005. Prior to joining Citigroup, Mr. Kaden was a partner at Davis Polk & Wardwell.

 

Mr. Kelly joined Citi in February 2008 from The Carlyle Group, a private investment firm, where he was a Managing Director. Prior to joining Carlyle in July 2007, he was a Vice Chairman at The PNC Financial Services Group following PNC’s acquisition of Mercantile Bankshares Corporation in March 2007. He was Chairman, Chief Executive and President of Mercantile from March 2003 through March 2007.

 

Mr. Leach joined Citigroup in 2008. Prior to becoming Citi’s Chief Risk Officer in March 2008, Mr. Leach was the co-COO of Old Lane. Mr. Leach, along with several former colleagues from Morgan Stanley, founded Old Lane LP in 2005. Earlier, he had worked for his entire financial career at Morgan Stanley, finishing as Risk Manager of the Institutional Securities Business.

 

Mr. Pandit, prior to being named CEO on December 11, 2007, was Chairman and CEO of Citigroup’s Institutional Clients Group. Formerly the Chairman and CEO of Alternative Investments, Mr. Pandit was a founding member and chairman of the members committee of Old Lane, LP, which was acquired by Citigroup in 2007. Prior to forming Old Lane, Mr. Pandit held a number of senior positions at Morgan Stanley over more than two decades, including President and Chief Operating Officer of Morgan Stanley’s institutional securities and investment banking business and was a member of the firm’s Management Committee.

 

Mr. Volk joined Citigroup in July 2004. From 2001 to 2004, Mr. Volk was Chairman of Credit Suisse First Boston. Before that, Mr. Volk was a partner at Shearman & Sterling.


 

237


Table of Contents

 

This excerpt taken from the C 10-K filed Feb 22, 2008.

Executive Officers

Citigroup’s Executive Officers on February 22, 2008 are:

 

Name   Age    Position and office held

Ajay Banga

  48    Chairman & CEO, Global Consumer Group—International

Sir Winfried F.W. Bischoff

  66    Chairman

Jorge A. Bermudez

  56    Chief Risk Officer

Gary Crittenden

  54    Chief Financial Officer

Steven J. Freiberg

  50    Chairman & CEO, Global Consumer Group—North America

John C. Gerspach

  54    Controller and Chief Accounting Officer

Michael S. Helfer

  62    General Counsel and Corporate Secretary

Lewis B. Kaden

  65    Vice Chairman

Michael Klein

  44    Chairman and Co-Chief Executive Officer, Markets & Banking

Sallie L. Krawcheck

  43    Chairman and CEO, Global Wealth Management

Manuel Medina-Mora

  57    Chairman & CEO, Latin America & Mexico

Vikram S. Pandit

  51    Chief Executive Officer

William R. Rhodes

  72    Senior Vice Chairman; Chairman, President & CEO, Citibank, N.A.

Robert E. Rubin

  69    Chairman of the Executive Committee

Stephen R. Volk

  71    Vice Chairman

Each executive officer has held executive or management positions with the Company for at least five years, except that:

 

 

Mr. Crittenden joined Citigroup in March 2007. Prior to joining Citigroup, Mr. Crittenden was Executive Vice President, Chief Financial Officer, and Head of Global Network Services at American Express from 2000 to 2007.

 

Mr. Kaden joined Citigroup in September 2005. Prior to joining Citigroup, Mr. Kaden was a partner at Davis Polk & Wardwell.

 

Mr. Pandit, prior to being named CEO on December 11, 2007, was Chairman and CEO of Citigroup’s Institutional Clients Group, which includes Markets & Banking and Alternative Investments. Formerly the Chairman and CEO of Alternative Investments, Mr. Pandit was a founding member and chairman of the members committee of Old Lane, LP, which was acquired by Citigroup in 2007. Prior to forming Old Lane, Mr. Pandit held a number of senior positions at Morgan Stanley over more than two decades, including President and Chief Operating Officer of Morgan Stanley’s institutional securities and investment banking business and was a member of the firm’s Management Committee.

 

Mr. Volk joined Citigroup in July 2004. From 2001 to 2004, Mr. Volk was Chairman of Credit Suisse First Boston. Before that, Mr. Volk was a partner at Shearman & Sterling.


 

201


Table of Contents
This excerpt taken from the C 10-K filed Feb 23, 2007.

Executive Officers

Citigroup’s Executive Officers on February 23, 2007 are:

 

Name   Age    Position and Office Held

Ajay Banga

  47    Chairman & CEO, Global Consumer Group — International

Sir Winfried F.W. Bischoff

  65    Chairman, Citigroup Europe

David C. Bushnell

  52    Senior Risk Officer

Robert Druskin

  59    Chief Operating Officer

Steven J. Freiberg

  49    Chairman & CEO, Global Consumer Group — North America

John C. Gerspach

  53    Controller and Chief Accounting Officer

Michael S. Helfer

  61    General Counsel and Corporate Secretary

Lewis B. Kaden

  64    Vice Chairman and Chief Administrative Officer

Michael Klein

  43    Co-President, Corporate and Investment Banking

Sallie L. Krawcheck

  42    Chief Financial Officer

Thomas G. Maheras

  44    Co-President, Corporate and Investment Banking

Manuel Medina-Mora

  56    Chairman & CEO, Latin America & Mexico; CEO, Banamex

Charles Prince

  57    Chairman & Chief Executive Officer

William R. Rhodes

  71    Senior Vice Chairman; Chairman, President & CEO, Citibank, N.A.

Robert E. Rubin

  68    Chairman of the Executive Committee

Stephen R. Volk

  70    Vice Chairman

Each executive officer has held executive or management positions with the Company for at least five years, except that:

 

 

Mr. Helfer joined Citigroup in February 2003. From 2002 to 2003, he was President, Strategic Investments of Nationwide Mutual Insurance Company, and from 2000 to 2003 he was Executive Vice President, Corporate Strategy of Nationwide Mutual Insurance Company and Nationwide Financial Services, Inc.

 

Mr. Kaden joined Citigroup in September 2005. Prior to joining Citigroup, Mr. Kaden was a partner at Davis Polk & Wardwell.

 

Ms. Krawcheck joined Citigroup in 2002, serving as Chairman and Chief Executive Officer of Smith Barney until November 2004. Prior to 2002, Ms. Krawcheck was Chairman and Chief Executive Officer of Sanford C. Bernstein & Co., LLC and an Executive Vice President of Bernstein’s parent company, Alliance Capital Management, L.P. from 2001.

 

Mr. Volk joined Citigroup in July 2004. From 2001 to 2004, Mr. Volk was Chairman of Credit Suisse First Boston. Before that, Mr. Volk was a partner at Shearman & Sterling.


 

176


Table of Contents
This excerpt taken from the C 10-K filed Feb 24, 2006.

Executive Officers

        Citigroup's Executive Officers on February 23, 2006 are:

Name

  Age
  Position and office held

Ajay Banga

 

46

 

Chairman & CEO—Global Consumer Group, International

Sir Winfried F.W. Bischoff

 

64

 

Chairman, Citigroup Europe

David C. Bushnell

 

51

 

Senior Risk Officer

Michael A. Carpenter

 

58

 

Chairman & CEO, Citigroup Global Investments

Robert Druskin

 

56

 

President & CEO, Corporate and Investment Banking

Steven J. Freiberg

 

48

 

Chairman & CEO—Global Consumer Group, North America

John C. Gerspach

 

52

 

Controller and Chief Accounting Officer

Michael S. Helfer

 

60

 

General Counsel and Corporate Secretary

Lewis B. Kaden

 

63

 

Vice Chairman and Chief Administrative Officer

Sallie Krawcheck

 

41

 

Chief Financial Officer; Head of Strategy

Manuel Medina-Mora

 

55

 

Chairman & CEO, Latin America & Mexico; CEO, Banamex

Charles Prince

 

56

 

Chief Executive Officer

William R. Rhodes

 

70

 

Senior Vice Chairman; Chairman, Citibank, N.A.

Robert E. Rubin

 

67

 

Chairman of the Executive Committee; Member, Office of the Chairman

Todd S. Thomson

 

45

 

Chairman & CEO, Global Wealth Management Group

Stephen R. Volk

 

69

 

Vice Chairman

Sanford I. Weill

 

72

 

Chairman

        Each executive officer has held executive or management positions with the Company for at least five years, except that:

    Mr. Helfer joined Citigroup in February 2003. From 2002 to 2003, he was President, Strategic Investments of Nationwide Mutual Insurance Company, and from 2000 to 2003 he was Executive Vice President, Corporate Strategy of Nationwide Mutual Insurance Company and Nationwide Financial Services, Inc.

    Mr. Kaden joined Citigroup in September 2005. Prior to joining Citigroup, Mr. Kaden was a partner at Davis Polk & Wardwell.

    Ms. Krawcheck joined Citigroup in 2002, serving as Chairman and Chief Executive Officer of Smith Barney until November 2004. Prior to 2002, Ms. Krawcheck was Chairman and Chief Executive Officer of Sanford C. Bernstein & Co., LLC and an Executive Vice President of Bernstein's parent company, Alliance Capital Management, L.P. from 2001. Before that, Ms. Krawcheck was Director of Research at Bernstein.

    Mr. Volk joined Citigroup in July 2004. From 2001 to 2004, Mr. Volk was Chairman of Credit Suisse First Boston. Before that, Mr. Volk was a partner at Shearman & Sterling.

182


10-K CROSS-REFERENCE INDEX

        This Annual Report on Form 10-K incorporates the requirements of the accounting profession and the Securities and Exchange Commission, including a comprehensive explanation of 2005 results.

Wikinvest © 2006, 2007, 2008, 2009, 2010, 2011, 2012. Use of this site is subject to express Terms of Service, Privacy Policy, and Disclaimer. By continuing past this page, you agree to abide by these terms. Any information provided by Wikinvest, including but not limited to company data, competitors, business analysis, market share, sales revenues and other operating metrics, earnings call analysis, conference call transcripts, industry information, or price targets should not be construed as research, trading tips or recommendations, or investment advice and is provided with no warrants as to its accuracy. Stock market data, including US and International equity symbols, stock quotes, share prices, earnings ratios, and other fundamental data is provided by data partners. Stock market quotes delayed at least 15 minutes for NASDAQ, 20 mins for NYSE and AMEX. Market data by Xignite. See data providers for more details. Company names, products, services and branding cited herein may be trademarks or registered trademarks of their respective owners. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by Wikinvest.
Powered by MediaWiki