Robert Ehrlich

Robert Ehrlich Email and Phone Number

Global Head of Citi Private Bank Compliance at Citi @ Citi
Mumbai, Maharashtra
About Robert Ehrlich

Investment Advisers Act of 1940, OCC Regulation 9, 206-4(7), investment advisory, investment management, policies and procedures, finance, banking, marketing, journalism, real estate, corporations, compliance, legal, Dodd-Frank, AML, ISDA, FATCA, ERISA, DOL, Fiduciary Rule.

Robert Ehrlich's Current Company Details
Citi

Citi

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Global Head of Citi Private Bank Compliance at Citi
Mumbai, Maharashtra
Website:
citibank.com
Employees:
10
Robert Ehrlich Work Experience Details
  • Citi
    Global Head Of Citi Private Bank Compliance
    Citi Nov 2023 - Present
    New York, New York, Us
  • Citi
    Director, Global Head Of Wealth At Work Compliance
    Citi Jun 2022 - Feb 2024
    New York, New York, Us
  • Citi
    Director, North America Head Of Citi Investment Management Compliance
    Citi Jan 2021 - Jun 2022
    New York, New York, Us
  • Citi
    North America Head Of Citi Investment Management Compliance
    Citi Oct 2019 - Jun 2022
    New York, New York, Us
  • Citi
    Senior Vice President, Citi Investment Management Complance
    Citi Jan 2017 - Jan 2021
    New York, New York, Us
  • Citi
    Vice President, Citi Investment Management Compliance
    Citi Jan 2015 - Jan 2017
    New York, New York, Us
  • Citi
    Assistant Vice President, Citi Investment Management Compliance
    Citi Sep 2013 - Jan 2015
    New York, New York, Us
  • Alpari (Us), Llc
    Legal And Compliance Intern
    Alpari (Us), Llc Jan 2013 - May 2013
    FOREX and Futures Retail Foreign Exchange Dealer (RFED) and Futures Commission Merchant (FCM)
  • Kokis, Klig & Freundlich Pllc
    Legal Intern
    Kokis, Klig & Freundlich Pllc Sep 2011 - Sep 2012
    Drafted documents including Trust Agreements, LLC Agreements, and others. Helped develop organizational structures to reduce tax liability and allow for global investing. Audited statements of clients to determine tax liability. Assisted in cases pertaining to corporate law, commercial litigation, tax law, trusts and estates, employment law, and criminal law.
  • Deloitte
    Audit & Ers Mentee
    Deloitte May 2008 - Aug 2008
    Worldwide, Oo

Robert Ehrlich Skills

Dodd Frank Isda Edgar Westlaw Lexis Microsoft Office Marketing Regulatory Compliance Asset Management Business Strategy Budgeting Legal Advice Finance Negotiation Financial Operations Leadership Banking Project Management Erisa Investment Advisers Act Fiduciary Investment Advisory Business Transformation

Robert Ehrlich Education Details

  • New York Law School
    New York Law School
    Law
  • University At Albany
    University At Albany
    Minor In Journalism
  • Townsend Harris High School
    Townsend Harris High School

Frequently Asked Questions about Robert Ehrlich

What company does Robert Ehrlich work for?

Robert Ehrlich works for Citi

What is Robert Ehrlich's role at the current company?

Robert Ehrlich's current role is Global Head of Citi Private Bank Compliance at Citi.

What is Robert Ehrlich's email address?

Robert Ehrlich's email address is re****@****.rr.com

What is Robert Ehrlich's direct phone number?

Robert Ehrlich's direct phone number is +197361*****

What schools did Robert Ehrlich attend?

Robert Ehrlich attended New York Law School, University At Albany, Townsend Harris High School.

What skills is Robert Ehrlich known for?

Robert Ehrlich has skills like Dodd Frank, Isda, Edgar, Westlaw, Lexis, Microsoft Office, Marketing, Regulatory Compliance, Asset Management, Business Strategy, Budgeting, Legal Advice.

Who are Robert Ehrlich's colleagues?

Robert Ehrlich's colleagues are Seshadri Varatharajan, Manoj Kumar, Garry Tsang, Ansh Handa, Arpita Banerjee, Yongsheng Wang, Ph.d., Nicholas D..

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