Mark J. Kruzel, Cfa Email & Phone Number

New York, United States

Greater New York City Area

• Financial institutions banker, responsible for the origination and execution of bespoke solutions transactions and structured products for banks and insurance companies
• Focused on regulatory capital transactions, asset-liability management, and structured credit
• Expert in Basel Capital Regimes, Private Funds, Securitization, and GAAP & IFRS Accounting
• Proficient in Spanish, with client expertise in the US, Canada, Colombia, Mexico, Chile, and Brazil.
• Geographic Coverage: United States, Canada & Latin America.
• Client Coverage: Banks (primary); Insurers, Private Equity & Asset Management (secondary)

Greater New York City Area

Greater New York City Area

Mexico City, Mexico

• Orchestrated the strategic review of Grupo Financiero Banamex, Citi’s largest franchise and the second-largest bank in Mexico with $18 billion in revenue, 40,000 employees, and 1,600 branches
• Mitigated global corporate risk by identifying key governance and internal control issues in Banamex’s Institutional & Retail Trust Services, Corporate Banking, Commercial Banking, Transaction Services, Small-Business.
• Direct reporting to the Citi Board of Directors, CEO, and Head of Franchise Risk & Strategy

New York, New York

• Assisted in the management and hedging of Citi’s $350 billion corporate loan portfolio, including its $30 billion portfolio of CDS & Synthetic CLO instruments

New York, NY

Kruzel Group LLC is a specialized venture that focuses on targeted financial and political risk research, with a particular focus on Asia and the role of government in business. Originally developed as a venue to help entrepreneurs compose business plans, the firm has revamped itself into a forum to discuss the complex way in which business and politics.

Washington, DC

• Taught weekly supplemental instruction classes in coordination with professors to review material and highlight concepts
• Worked closely with the professor in scheduling material and interacting with students for help on homework, projects, and exams

New York, New York

• Partnered with the Foreign Exchange desk, Investment and Funding Solutions, and Securities Lending team to provide trade analysis, cash management, and liquidity solutions to hedge funds & asset managers
• Projected future interest rates for revenue projections, conducted an quantitative competitive analysis within the Investment Services industry, and completed daily trade analysis and support functions

Beijing, China

• Assisted in representing Chinese companies publicly listed in the United States by researching and developing fact sheets, IPO videos, road show materials, and investor communications

Bethesda, Maryland

• Participated in the sell-side advisory process of a $3 million cyber security firm, including fundamental valuation, marketing, and construction of pitch books & sale memorandums distributed to private-equity investors
• Compiled a limited partner pitch book to obtain commitments for a $30 million private-equity fund, focused on defense and government service firms
• Built financial models incorporating DCF, LBO, and relative value analysis to develop valuations for government services, defense, and chemical companies

Scottsdale, Arizona

• Implemented a firm-wide CRM system to track potential clients, contract tails, and archive deal history
• Engineered an interactive database to filter regional private equity groups for potential buy-side M&A investors
• Developed operational solutions to improve firm efficiency and designed marketing and branding materials for the firm's FINRA-registered subsidiary

Master Of International Service, Political Economy

Bachelor Of Science, Business Administration, Finance

Class Rank: #1 Summa Cum Laude

Bachelor Of Arts, International Studies, International Economic Relations, East Asia

Summa Cum Laude

Chinese & International Finance

Education record