Angie Urena
About Me
Helping businesses secure financing at First Citizens Bank; eager to pivot into capital markets and apply my client-focused, market-driven mindset.
Location
New York City, NY
Education
C
CUNY School of Professional Studies
August 2024 - August 2025
degree
Bachelor's
major
Industrial and Organizational Psychology
Work Experience
F
First Citizens Bank and Trust Company, Inc.
Business Development
New York City, NY, United States, 10075
January 2022 - present
company
First Citizens Bank and Trust Company, Inc.
title
Business Development
overview
• Support deal origination, structuring, and execution for Capital Equipment Finance, handling transactions in both public and private markets across the U.S.
• Engage in all transaction stages from Legal, Compliance, IT, Credit, Risk, Operations, Client Service/Documentation to execution.
• Develop credit analysis proficiency through pre-screening transactions, market research, financial analysis, and structuring complex equipment finance deals.
• Collaborate with cross-functional teams including, Direct, Indirect, Syndications, Credit, Middle Office, and Legal, to ensure seamless deal execution and client engagement.
Fun Fact
I’m a New Yorker who loves exploring art galleries, playing softball, and trying new restaurants. I’ve traveled to Vietnam and love a good book. I’m earning my second degree and am passionate about finance, psychology, and building meaningful connections.
Passion
I’m driven by growth, purpose, and meaningful impact. I thrive on learning, helping others succeed, and building strong connections. Creativity, ambition, and self-improvement keep me motivated—whether through finance, psychology, art, or exploring new experiences.
Skills
Languages
EnglishSpanish
Skills
Financial Analysis
Volunteer
T
The Mount Sinai Hospital
October 2023 - present
Leadership
Management and Entrepreneur Leadership Organization (MELO) Club
CFO
September 2024 - present
Hobbies
Traveling
Softball
Literature
Creative Activities