Directory

>

James Reed Cfa

avatar

James Reed Cfa

Vice President - Loan Structuring & Syndications

United States

View contact details (it's free)

James Reed Cfa

Summary

James Reed is a seasoned finance professional with extensive experience in loan structuring and syndications, currently serving as Vice President at Citi. He specializes in advising middle market companies, particularly in the technology sector, on financial solutions that enhance their capital structure. With a strong background in corporate finance and investment banking, James has developed expertise in credit quality assessment and deal execution. His analytical skills are complemented by leadership experience, having managed teams and guided key stakeholders through complex financial transactions. James is also known for his ability to prepare comprehensive marketing materials that educate clients about the bank loan market. He holds a Bachelor of Business Administration with a focus on Finance and Marketing from Saint Bonaventure University, where he also led a student-run investment portfolio. Outside of work, he has a passion for sports, having played soccer at a competitive level.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

James Reed Cfa

Work Experience

💼

Vice President - Loan Structuring & Syndications at

Citi

January 2022 - Present

💼

Vice President - Asset Based Finance at

Citi

January 2021 - January 2022

💼

Associate - Asset Based Finance at

Citi

August 2019 - December 2020

company logo

Credit Analyst II - Capital Finance at

City National Bank

July 2017 - July 2019

company logo

Assistant Vice President - Enterprise Risk at

First Citizen Bankshares, Inc.

July 2014 - July 2017

company logo

General Manager at

St. Bonaventure University Students in Money Management

May 2013 - May 2014

company logo

Investment Banking Winter Analyst at

Snk Capital

November 2013 - March 2014

company logo

Global Credit Summer Analyst at

RBC Capital Markets

June 2013 - August 2013

company logo

Equity Research Analyst at

St. Bonaventure University Students in Money Management

September 2012 - May 2013

company logo

Street Team Member at

Chicago Blackhawks

June 2012 - August 2012

company logo

International Credit Summer Analyst at

Barrett Trade & Finance Group, LLC (BTFG)

June 2012 - August 2012

company logo

Player at

Chicago Inferno Soccer

May 2012 - July 2012

company logo

International Credit Summer Analyst at

Barrett Trade & Finance Group, LLC (BTFG)

June 2011 - July 2011

Logos provided by Logo.dev

James Reed Cfa

Education

Saint Bonaventure University, Bachelor Of Business Administration (B.B.A.)

January 2010 - January 2014

Frequently Asked Questions about James Reed Cfa

What is James Reed Cfa email address?

James Reed Cfa's primary email address is **********@citigroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where James Reed Cfa graduated from?

James Reed Cfa holds a degree in Finance, Marketing from Saint Bonaventure University.

How can I directly contact James Reed Cfa?

To contact James Reed Cfa directly, you can use the email address **********@citigroup.com. Complete contact information is available upon registration with Muraena.

Who is James Reed Cfa?

James Reed is a seasoned finance professional with extensive experience in loan structuring and syndications, currently serving as Vice President at Citi. He specializes in advising middle market companies, particularly in the technology sector, on financial solutions that enhance their capital structure. With a strong background in corporate finance and investment banking, James has developed expertise in credit quality assessment and deal execution. His analytical skills are complemented by leadership experience, having managed teams and guided key stakeholders through complex financial transactions. James is also known for his ability to prepare comprehensive marketing materials that educate clients about the bank loan market. He holds a Bachelor of Business Administration with a focus on Finance and Marketing from Saint Bonaventure University, where he also led a student-run investment portfolio. Outside of work, he has a passion for sports, having played soccer at a competitive level.

James`s contact details

mail

**********@citigroup.com

**********@citi.com

View Contact details (it's free)
Request Profile Removal