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James Reed Cfa
James Reed Cfa
Vice President - Loan Structuring & Syndications
United States
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.
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
Credit Analyst II - Capital Finance at
City National Bank
July 2017 - July 2019
Assistant Vice President - Enterprise Risk at
First Citizen Bankshares, Inc.
July 2014 - July 2017
General Manager at
St. Bonaventure University Students in Money Management
May 2013 - May 2014
Investment Banking Winter Analyst at
Snk Capital
November 2013 - March 2014
Global Credit Summer Analyst at
RBC Capital Markets
June 2013 - August 2013
Equity Research Analyst at
St. Bonaventure University Students in Money Management
September 2012 - May 2013
Street Team Member at
Chicago Blackhawks
June 2012 - August 2012
International Credit Summer Analyst at
Barrett Trade & Finance Group, LLC (BTFG)
June 2012 - August 2012
Player at
Chicago Inferno Soccer
May 2012 - July 2012
International Credit Summer Analyst at
Barrett Trade & Finance Group, LLC (BTFG)
June 2011 - July 2011
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
**********@citigroup.com
**********@citi.com