Joan Aristei

Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.

Oportun, Inc. provides consumer financial services. The firm focuses on offering unsecured credit to under-banked Hispanic families that lack FICO scores, credit histories, and traditional banking relationships. It provides loans without collateral to clients who lack credit history by using its sophisticated risk-scoring system that emphasizes a client's true capacity to afford a loan and engages with customers in their neighborhoods, in their language and with familiar faces from the community to build relationships of trust that lead to a lifetime of growth and prosperity. The company was founded by James Gutierrez and Gabriel Manjarrez in 2005 and is headquartered in San Carlos, CA.