Citi Company
Industry: Financial services company
DescriptionCitibank is the consumer division of financial services multinational Citigroup. Citibank was founded in 1812 as the City Bank of New York, and later became First National City Bank of New York. Citibank provides credit cards, mortgages, personal loans, commercial loans, and lines of credit. Headquarters: New York City, New York, United States CEO: Barbara J. Desoer (Apr 1, 2014–) Parent organization: Citigroup Founded: June 16, 1812, New York City, New York, United States Subsidiaries: Citibank India, CitiMortgage Inc, Citibank Vietnam,
Citi List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citi. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Citi Salaries. You can even request information on how much does Citi pay if you want to. Learn about salaries, pros and cons of working for Citi directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,894 Citi employees in database. Find out everything there's to know about Citi employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citi Employees
Citi September 2013 - Present
Citi September 2011 - August 2013
Citi November 2008 - August 2011
Citi January 2005 - October 2008
Citi February 2000 - December 2004
BMO July 1998 - January 2000
Ernst & Young September 1988 - June 1998
Skills
Acquisitions, Asset-backed..., Basel III, Budgeting, Capital Management, Corporate Finance, Divestitures, Due Diligence, Expense Management, Finance, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Services, Global Regulatory..., IFRS, Liquidity Management, Management, Mergers & Acquisitions, Regulatory Reporting, Risk Management, Strategic Planning, Treasury Management, US GAAP
Education
University of Ottawa / Université d'Ottawa 1986 — 1990
Bachelor of Commerce (B.Com.), Accounting and Finance
Nepean High School
Citi June 2014 - Present
University of Oregon Investment Group May 2013 - June 2014
UBS Investment Bank June 2013 - August 2013
University of Oregon Investment Group October 2012 - May 2013
Morgan Stanley Wealth Management June 2012 - September 2012
University of Oregon Motion Analysis Laboratory October 2011 - March 2012
Kaiser Permanente June 2011 - September 2011
Skills
Valuation, Financial Modeling, Portfolio Management, Asset Allocation, Strategic Financial..., Factset, Business Development, Investments, Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Analysis, Equities, Corporate Finance, Fixed Income, Financial Planning, Networking
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Magnolia Bank September 2014 - Present
Solidifi August 2013 - September 2014
Advancial Federal Credit Union June 2012 - August 2013
Fifth Third Bank May 2011 - June 2012
Citi March 2001 - April 2011
Education
University of Oklahoma 1995 — 1999
Bachelor's degree, Management Information Systems, General
Citi June 2015 - Present
Ivy Shield Inc October 2013 - Present
TD October 2014 - February 2015
Dreadnought Capital Management June 2014 - August 2014
Financo (Consumer & Retail Boutique Investment Bank) May 2014 - May 2014
iRatePolitics.com January 2014 - January 2014
Java Club November 2013 - November 2013
Carnegie Mellon Tepper School of Business January 2013 - May 2013
T.A.D (To Assist and Deter) January 2013 - February 2013
New York Public Interest Research Group May 2012 - June 2012
Skills
Social Media, Business Strategy, Investments, Investment Strategies, Entrepreneurship, Teamwork, Leadership, Management, Bloomberg Terminal, Structured Finance, Corporate Finance, Asset Allocation, Public Speaking, Microsoft Word, Microsoft Excel, Minitab, Capital IQ, PowerPoint, Photoshop, Fixed Income, Asset Management, Networking, Real Estate, Equities, Equity Trading, Valuation, Financial Modeling, Microsoft Office, Financial Analysis, Research
Education
University of Pennsylvania
Bachelor of Arts (BA), Economics; Real Estate, Dean's List with High Honors: Spring 2013; with Honors: Fall 2012
OpenDoor
Inside an Investment Bank, Finance, General
Kennedy High School 2008 — 2012
Markit June 2015 - August 2015
CICC August 2014 - September 2014
Citi July 2013 - August 2013
The Student Consultancy / Oxford City Council January 2013 - March 2013
Skills
Teamwork, Finance, Mathematics, Physics, Programming, Bloomberg, R, Financial Modeling, Derivatives, French, Financial Analysis, Capital Markets, Matlab, Microsoft Office, Economics, Research, Microsoft Excel
Education
The University of Chicago 2015 — 2016
Master’s Degree, Financial Mathematics
University of Oxford 2011 — 2014
Bachelor's Degree, Mathematics and Statistics
Cambridge Tutors College 2009 — 2011
A-level, London
FMG Events July 2013 - Present
Established M.I.C.E industries January 2010 - June 2013
Citi January 2009 - January 2010
American Express January 2005 - December 2008
Worldwide Business Research / IQPC December 2000 - December 2004
Skills
New Business Development, Account Management, Contract Negotiation, Business Development, Sales Management, Sales, Negotiation, Project Management, Customer Service, Strategic Planning, B2B, Key Account Management, Business Strategy, Leadership, Management
Education
University of Oklahoma - Price College of Business 1997 — 1999
Bachelor of Business Administration (B.B.A.), Project Management
Citi June 2015 - Present
GCM Grosvenor June 2014 - August 2014
Mesirow Advanced Strategies June 2013 - August 2013
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
BBA, Finance
Evercore August 2015 - Present
Citi June 2014 - August 2014
Atlas Entertainment July 2011 - March 2013
Atlas Entertainment September 2009 - July 2011
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Finance
University of Pennsylvania 2005 — 2009
BA, English, Magna Cum Laude
HealthCare.com (HealthCare, Inc.) June 2015 - Present
The Wharton School August 2014 - Present
Blue Tower Ventures November 2013 - July 2014
Blue Tower Ventures July 2012 - October 2013
Citi July 2010 - July 2012
Citi June 2009 - August 2009
Banco Nacional de Bolivia June 2008 - July 2008
Banco Nacional de Bolivia July 2007 - August 2007
Skills
Microsoft Office, Bloomberg, Factset, Financial Modeling, Valuation, Mergers, Investment Banking, Sell Side, Private Equity, Capital Markets, DCF, LBO, Finance, Mergers & Acquisitions, Banking, Analysis, Financial Risk, IPO
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurial Management, Finance
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Business Administration, Finance
Citi 2014 - Present
Citi 2013 - Present
RoundTable Healthcare Partners 2012 - 2012
Mesirow Financial 2012 - 2012
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Decision Resources Group April 2015 - Present
United Nations September 2014 - March 2015
Paula Hian Designs August 2014 - February 2015
Cafe du Soleil September 2012 - May 2014
Citi June 2013 - August 2013
University of Pennsylvania Health System October 2011 - May 2012
The Wharton School October 2010 - May 2011
KASB Securities Limited June 2008 - August 2008
Skills
Research, Public Speaking, Microsoft Office, Analysis, Data Analysis, Microsoft Excel, Event Planning, PowerPoint, Economics, Teamwork, Management, International Relations, English, Foreign Policy, Customer Service, Microsoft Word, Politics, Public Relations, Political Science, Social Media, Strategic Planning, Editing, Finance, Market Research, Qualitative Research, HTML, Stata, French, Sales, Budgets, Quantitative Research
Education
University of Pennsylvania 2010 — 2014
Bachelors of Arts, International Relations
Penn-In-London 2012 — 2012
Summer Program, English Literature & Theatre
Saint Mary's Academy 1997 — 2010
GCE Advanced Levels
Linklaters March 2011 - March 2013
Lazard July 2008 - September 2008
Citi June 2007 - October 2007
Skills
Corporate Law, Mergers & Acquisitions, Private Equity, Investment Funds, Capital Markets, Cross-border..., Commercial Litigation, Corporate Governance, Litigation, Due Diligence, Legal Assistance, Joint Ventures
Education
University of Pennsylvania Law School
Master of Laws (LL.M.)
University of Pennsylvania - The Wharton School
Certficate, Business and Law
University of Oxford
Bachelor of Arts (B.A.)
Deloitte September 2014 - Present
Citi June 2013 - August 2014
Parametrica Advisors June 2011 - July 2011
China Technology Exchange June 2010 - July 2010
Skills
Data Analysis, Financial Analysis, Bloomberg, Research, Market Risk, Derivatives, Financial Modeling, VaR Analysis, Risk Management, Access Database, Model Validation, CCAR
Education
University of Rochester 2009 — 2013
BA,BS, Financial Economics with honors and Applied Math
University of Oxford 2011 — 2011
Randolph-Macon Academy 2007 — 2009
High School
Citi June 2014 - Present
University of Virginia August 2012 - May 2014
Fannie Mae June 2013 - August 2013
Hawkeye Strategies, LLC May 2013 - May 2013
SAIC May 2012 - August 2012
iTalk Global Communications May 2011 - August 2011
WillowTree Apps, Inc October 2010 - December 2010
Skills
Microsoft Excel, VBA, SQL, Python, Java, Linux, C#, Software Development, Data Analysis, HTML, XML, C++
Education
University of Virginia 2010 — 2014
B.A. Computer Science, East Asian Studies Minor
University of Oxford 2011 — 2011
Economics, Commerce
Oakton High School 2006 — 2010
BOS Container USA Inc. January 2014 - Present
TK Markets Finland Oy February 2012 - Present
FXall March 2010 - October 2011
Sondent Group September 2008 - December 2009
Deutsche Bank September 2006 - June 2008
Citi 1996 - 2006
Borealis Coordination Center March 1995 - April 1996
Kansallis-Osake-Pankki, London October 1994 - March 1995
Kansallis-Osake-Pankki (KOP, or Kansallis-Bank) August 1989 - September 1994
Skills
International Trade, Marketing Strategy, Product Management, Import, Export, Export-Import, Market Research, Marketing, Product Marketing, Storage Solutions, CRM, Banking, FX, FX Options, FX trading, Options, Currency, Structured Products, Electronic Trading, Trading Systems, International Business, Management, FX Trading, Financial Markets, Sales, Risk Management, Capital Markets, Business Strategy, Asset Management, Business Development, Portfolio Management
Education
University of Oregon
BA, Major in Economics, Minor in English
Parthenon-EY October 2011 - Present
Management CV July 2011 - September 2011
SSL Wireless June 2010 - January 2011
Grameen Foundation & The Wharton School 2010 - 2010
Citi June 2009 - July 2009
Skills
Qualitative Research, Financial Modeling, Financial Analysis, Mergers, Management Consulting, Due Diligence, Business Strategy, Market Research, Mergers & Acquisitions, Analysis, Market Entry, Market Analysis, Strategy, Competitive Analysis
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts in Economics, Cum Laude; Benjamin Franklin Scholar
American International School/Dhaka 2000 — 2007
High School Diploma
Sunbeams
Citi 2014 - Present
American Express 2013 - 2013
United Nations (Permanent Mission of Nigeria) 2011 - 2012
United Bank for Africa Plc 2008 - 2010
First Inland Securities and Assets Management Ltd 2007 - 2007
Skills
Business Development, Financial Analysis, Economics, Corporate Finance, Negotiation, Finance, Due Diligence, Risk Management, Data Analysis, Marketing, Financial Risk, Government, Market Research, International Relations, Management, Banking, Credit, Microsoft Excel, Business Analysis, Competitive Analysis, Start-ups, Business Planning, Customer Service, Web Development, Marketing Strategy, Digital Marketing, Project Management, Marketing Communications, SPSS, PowerPoint, CSS, JavaScript, jQuery, SQL, PHP, AJAX, HTML, Strategy, Management Consulting, Business Strategy, Entrepreneurship, Analytics, Strategic Planning, Emerging Markets, Research, CRM, Product Marketing, Marketing Research
Education
Samuel Curtis Johnson Graduate School of Management at Cornell University 2012 — 2014
Masters of Business Administration (MBA)
New York University 2012 — 2012
Professional Certificate in Web Development
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Economics
British School of Lome
Citi April 2010 - August 2014
TLJ Recources, LLC January 2010 - August 2010
University of Oklaoma 1999 - 2010
Steel Partners 2004 - 2007
Steel Partners 2004 - 2007
Past Experience and BIO 1990 - 2007
Arthur Andersen 1999 - 2005
CaliberOne Fund Management 2003 - 2004
Ziff Brothers Investments 1997 - 2003
Skills
Hedge Funds, Private Equity, Alternative Investments, Investments, Due Diligence, Asset Managment, Financial Analysis, Valuation, Financial Modeling, Mergers, Equities, Financial Reporting, Fixed Income, Investment Banking, Investor Relations, Accounting, Securities, Derivatives, Financial Structuring, Strategic Planning, Compliance, Operational Risk, Financial Services, Finance, Emerging Markets, Mutual Funds, Corporate Finance, Asset Management, Mergers & Acquisitions, Financial Risk, Portfolio Management, Bonds, Start-ups, Trading, Options, Capital Markets, Investment Management, Risk Management
Education
University of Oklahoma - Price College of Business
BBA
Central Oklahoma Humane Society January 2013 - Present
Citi December 2011 - June 2012
Bethany YMCA November 2010 - August 2011
Education
University of Oklahoma 2008 — 2011
Bachelor of Arts (B.A.), English Literature and Cultural Studies
Citi June 2014 - Present
Citi June 2013 - August 2013
SEI May 2012 - August 2012
Capital One May 2012 - May 2012
Skills
Java, Visual Basic, Photoshop, Graphic Design, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Data Analysis, Public Speaking, Financial Analysis, Leadership, Bloomberg, Financial Modeling, Statistics, Finance
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
BBA, Finance
Westfield High School (WHS) 2006 — 2010
Diploma
Veterans United Home Loans July 2013 - Present
Citi July 2012 - July 2013
Wells Fargo Home Mortgage December 2010 - September 2012
Havertys Furniture May 2010 - December 2010
University of Oklahoma Student August 2007 - May 2010
Skills
Marketing, Mortgage Lending, Selling, Loans, Banking, Marketing Strategy, Customer Service, Sales, Real Estate, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Sales Management, Leadership, Microsoft Excel, Mac OS, Microsoft Windows, Microsoft Access, Outlook, Facebook, Twitter, Advertising, Public Relations
Education
University of Oklahoma 2006 — 2010
Bachelor of Arts, Marketing & Social Relations
Juan Seguin High School
Juan Seguin High School
North Tahoe Commercial July 2011 - Present
Truckee Tahoe Airport District November 2010 - Present
Cray Inc. June 2005 - Present
Stratus Computer 2005 - 2008
Charles Schwab 2003 - 2005
SoundView Technology Group 2001 - 2003
Citi 1998 - 2001
Citigroup 1998 - 2001
Salomon Smith Barney 1996 - 1998
Salomon Brothers 1991 - 1996
Education
University of Oregon 1962 — 1966
Bachleor of Science, Accounting & Statistics
Jones
a BS, Accounting and Statistics
Semper Capital Management, L.P. June 2007 - Present
Financial Women's Association 2014 - 2015
Financial Women's Association 2014 - 2015
Financial Women's Association 2014 - 2015
Utendahl Capital Partners 2007 - 2010
Citigroup, Inc. September 2006 - April 2007
Citigroup, Inc. October 2002 - September 2006
Citi April 1997 - April 2002
Brown & Wood (now Sidley Austin, Brown & Wood) February 1993 - April 1997
Kaye Scholer LLP June 1989 - February 1993
Skills
Due Diligence, Investments, Securities, Capital Markets, Banking, Equities, Private Equity, Alternative Investments, Financial Services, Mergers & Acquisitions, Structured Products, Legal Compliance, Risk Management, Joint Ventures, Licensing, Corporate Governance, Wealth Management, Investment Banking, Investment Advisory, Financial Structuring, Investment Management, Management, Hedge Funds, Portfolio Management, Mutual Funds, Securities Regulation, Derivatives, Financial Markets, Fixed Income, Series 7, Structured Finance, Series 24, Corporate Finance, Asset Management, Corporate Law, Series 63, Venture Capital, Private Banking, FINRA, High Net Worth..., AML, Real Estate, Financial Risk, Trading, KYC, Litigation, Finance
Education
University of Pennsylvania
Juris Doctor, Law
University of Pennsylvania
Bachelor's degree, Biology, General
IBEX Global February 2015 - Present
Citi August 2011 - Present
Randstad February 2007 - July 2011
Skills
Negotiation, Editing, Team Building, Social Media, Event Management, Public Relations, Teamwork, Microsoft Office, Recruiting, Human Resources, Organizational..., Employee Relations, Leadership Development, Training, Interviews
Education
Wright State University 1989 — 1993
Bachelor of Arts (BA), Sociology
University of Oklahoma
Guggenheim Partners November 2014 - Present
Moneythink June 2013 - Present
Hammes Partners September 2013 - October 2014
Citi June 2011 - July 2013
The Nielsen Company June 2010 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Finance
Delbarton School 2003 — 2007
Neuberger Berman May 2015 - Present
Octagon Credit Investors July 2012 - April 2015
Citi May 2011 - August 2011
Skills
Leveraged Finance, Financial Modeling, Bloomberg, Microsoft Office, Spanish, French
Education
University of Pennsylvania 2008 — 2012
The Wharton School, Finance, Global Analysis
Gilt.com February 2013 - Present
Nike April 2014 - Present
Citi February 2009 - February 2013
Travelocity March 2002 - February 2009
Site59 September 1999 - March 2002
White House September 1998 - October 1999
Skills
Marketing, Start-ups, Strategy, Strategic Partnerships, E-commerce, Product Management, Mobile Marketing, Competitive Analysis, Analytics, Digital Marketing, Online Marketing, Digital Strategy, Online Advertising, Entrepreneurship, Product Marketing
Education
University of Oxford, Pembroke College 1993 — 1995
Master of Philosophy (MPhil), Philosophy, Politics, and Economics
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics, Finance and Multinational Management
Creative Business Rules April 2014 - Present
Website Jungle January 2014 - Present
Fashion Institute of Technology July 2013 - Present
Divine NY & Co. May 2010 - Present
Citi March 2013 - October 2013
American Express June 2012 - December 2012
EmblemHealth June 2011 - December 2011
Ernst & Young April 2010 - June 2011
Forum Consulting May 2006 - March 2009
Parson Consulting April 2004 - April 2006
Skills
Business Strategy, Social Media Marketing, Process Improvement, E-commerce, Social Media, Retail, Management Consulting, SEO, Design Consulting, Wholesale, Digital Marketing, Project management, Process Development, Social Media Development, Business Management, Retail Math, Process Consulting, SEO copywriting, Digital Strategy, PowerPoint, PowerPoint development
Education
University of Texas @ San Antonio 1992 — 1994
MBA, International Business
University of Ottawa 1988 — 1992
Bachelors of Commerce, Finance
The New York Times October 2013 - Present
Citi July 2012 - September 2013
Citi June 2011 - August 2011
Tata Consultancy Services July 2010 - August 2010
Barclays July 2009 - August 2009
Skills
Java, C, SQL, Git, SVN, Linux
Education
University of Pennsylvania 2008 — 2012
BSE, Electrical Engineering
The Cathedral and John Connon School 1995 — 2008
ISC
Citi January 2014 - Present
Citi January 2014 - Present
Bank of America 2013 - 2014
Stewart Lender Services 2012 - 2013
Westwood College 2008 - 2011
Accredited Home Lenders 2003 - 2008
Skills
Mortgage Lending, Microsoft Office, HR Policies, Research, Hiring, Loans, Team Building, Customer Service, Recruiting, Employee Relations, Sourcing, Negotiation, Management, Budgets, Leadership, Strategic Planning, Analysis, Sales, Human Resources, Process Improvement, Conflict Resolution, Organizational..., Training, Interviews, Cold Calling, Screening, Public Speaking, Staff Development, Leadership Development, Team Leadership, Coaching, Outlook, Onboarding, Applicant Tracking..., Vendor Management, Performance Management, Time Management, Talent Acquisition, Employee Training, Administration, Talent Management
Education
University of Oklahoma 1996 — 1998
Masters, Human Relations: Human Resources, 3.53 GPA
University of Oklahoma 1992 — 1997
Bachelors, Business Communications/Organizational Development
Nollenberger Capital Partners January 2005 - October 2010
Citi August 1999 - January 2005
US Navy May 1993 - July 1999
Education
University of Pennsylvania 1989 — 1993
BA, Economics
Trinity Valley HS
PayPal April 2013 - Present
Recover-ez LLC January 2011 - September 2012
CitiFinancial 1994 - 2009
Citi 1994 - 2009
Skills
Management, Risk Management, Business Strategy, Financial Analysis, Financial Services, Managerial Finance, Credit, Credit Risk, Compliance, Portfolio Management, Policy, Project Management, Auditing, Budgets, Strategy, Financial Risk, Analytics, Banking, Strategic Planning
Education
University of Pennsylvania 1990 — 1994
BS, Economics
Valuation Partners / The William Fall Group January 2015 - Present
Valuation Partners / The William Fall Group December 2011 - Present
Bank of America Home Loans November 2000 - November 2011
Bank of America/Countrywide/Landsafe November 2000 - January 2006
Equifax June 1992 - October 2000
Citi 1990 - 1992
Citi 1985 - 1990
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, FHA, Valuation, Banking, REO, Flood, Correspondent Banking, Refinance, Loan Origination, Selling, Insurance, Appraisals, Residential Mortgages, Management, Credit Analysis, Real Estate, Loss Mitigation, Finance, Sales
Education
University of Oklahoma 1980 — 1984
Finance
Alton High
Bank of America Merrill Lynch May 2015 - Present
Citi July 2013 - April 2015
Morgan Stanley June 2012 - July 2013
University of Ottawa September 2010 - June 2012
Applied Materials August 2007 - August 2010
Skills
C#, ASP.NET, WCF, HTML5, JavaScript, PL/SQL, WPF, Java, Oracle, DevExpress, Sybase, Enterprise Library, SQL Server, Infragistics, Syncfusion, Microsoft SQL Server
Education
University of Ottawa / Université d'Ottawa 2010 — 2012
MSc, Computer Science, Straight A
Xi'an Jiaotong University 2003 — 2007
BS, Computer Science
A.T. Kearney July 2015 - Present
A.T. Kearney July 2014 - June 2015
A.T. Kearney July 2013 - June 2014
Citi June 2012 - August 2012
Jadwa Investment July 2010 - August 2010
Skills
Management Consulting, Due Diligence, Private Equity, Strategy, Business Strategy, Business Growth..., Revenue & Profit Growth, Sales Growth, Customer Segmentation..., Brand Development..., Market Entry, Go-to-market Strategy, Mergers & Acquisitions, Financial Modeling, Statistical Data..., Data Analysis, Business Modeling, Market Analysis, Conjoint Analysis, Cluster Analysis, Factor Analysis, Analysis, Microsoft Office, Valuation, Business Analysis, Finance, Research, Economics
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Pennsylvania 2009 — 2013
Bachelor's Degree, Biology
Phillips Exeter Academy 2006 — 2009
High School
Citi January 2015 - Present
Citi August 2012 - January 2015
University of Oklahoma January 2012 - May 2012
University of Oklahoma January 2009 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Microsoft SQL Server, IBM Tivoli, z/OS, Data Analysis, Supply Chain Management, SQL, SharePoint, Troubleshooting, Public Speaking, Business Analysis, Leadership, Visio, Management, Analysis
Education
University of Oklahoma - Price College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
CNH December 2009 - Present
CNH April 2007 - December 2009
The Home Depot July 2004 - April 2007
The Home Depot July 2002 - July 2004
Citi June 2001 - June 2002
Chrysler Group LLC April 1998 - June 1999
Chrysler Group LLC April 1997 - April 1998
Chrysler Group LLC July 1994 - April 1997
Skills
Financial Analysis, Forecasting, Mergers & Acquisitions, Managerial Finance, Business Planning, Financial Modeling, Restructuring, Financial Reporting, Corporate Finance, Acquisition Integration, Finance, Strategic Financial..., Sarbanes-Oxley Act, Process Improvement, Cost Accounting, Financial Audits, Budgets, Internal Controls, Due Diligence, Business Strategy, Negotiation, Cross-functional Team..., Strategy, Start-ups, Valuation, Business Development, Strategic Planning
Education
University of Pennsylvania 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
GMI Engineering & Management Institute 1989 — 1994
Bachelor's Degree, Mechanical Engineering, 3.9/4.0 GPA
Royal Bank of Scotland April 2013 - Present
Citi August 2011 - March 2013
Citi August 2009 - July 2011
Goldman Sachs June 2008 - August 2008
KPMG June 2007 - August 2007
US Small Business Administration June 2006 - August 2006
Skills
Fixed Income, Hedge Funds, Bloomberg, Equities, Investments, Financial Modeling, Series 7, Financial Structuring, Securities, Valuation, Alternative Investments, Capital Markets, Private Equity, Trading, Financial Analysis, Derivatives
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Economics (Concentration), Philosophy, Political Science
St. Albans School 2001 — 2005
HS Diploma
SmartPay Leasing Inc. (formerly BillFloat, Inc.) July 2015 - Present
Better Finance, Inc. (formerly BillFloat, Inc.) 2014 - Present
YCG Capital May 2013 - March 2014
drTags.com February 2013 - February 2014
University of Pennsylvania August 2011 - May 2013
InQBator June 2012 - August 2012
E-Star Plc. January 2010 - July 2011
Greenergy Hungary Holding November 2008 - December 2009
Greenergy Hungary Holding December 2007 - November 2008
Citi June 2006 - December 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Emerging Markets, Mergers & Acquisitions, Mergers, Business Strategy, Forecasting, Private Equity, Due Diligence, Portfolio Management, Venture Capital, Investment Banking, Investments, Finance, Banking, Start-ups, Business Planning, Investor Relations, Capital Markets, Equities, Derivatives, Fixed Income, Restructuring, Financial Analysis, Economics, Risk Management, Analysis, Competitive Analysis, FX Options, Credit, Business Development, Bonds, Entrepreneurship, Cash Flow, Asset Management, Asset Managment, Hedge Funds, Deal Execution, Negotiation, Variance Analysis, Budgets, Accounting, Financial Reporting, Microsoft Excel, Strategic Financial..., Strategy, Strategic Planning, Bloomberg, Corporate Development
Education
Wharton Business School 2011 — 2013
Master of Business Administration (MBA), Finance and strategic management
Budapesti Corvinus Egyetem 1999 — 2005
Finance MA, Finance and international relations, Graduated with honors
University of Otago 2003 — 2003
Finance and Management
Toldy Ferenc High School 1995 — 1999
Citi November 2011 - Present
Citi January 2014 - May 2015
Beckerman Fund Advisory - Real Estate Private Equity Investments 2009 - January 2012
NAIOP NYC Chapter - Developing Leaders December 2007 - December 2010
Sterling Equities June 2005 - July 2009
Paragon Mortgage & Real Estate Development June 2003 - May 2005
Citigroup July 1999 - June 2003
Skills
Marketing, Emerging Payments, Digital Marketing, Marketing Strategy, Financial Services, Product Management, Strategy, Investments, Management, Due Diligence, Portfolio Management, Real Estate, Credit Cards, Business Development, Leadership, Executive Management, Financial Analysis, Financial Modeling, Private Equity, Finance, Cross-functional Team..., Consulting, Strategic Planning
Education
University of Pennsylvania 1997 — 1999
BS, Communications and Marketing, 3.45
PricewaterhouseCoopers LLP 2012 - Present
Citi 2007 - 2011
JPMorganChase 1988 - 2007
Merrill Lynch April 1985 - December 1987
Skills
Financial Services, Securities, Global Custody, Banking, Relationship Management, Mutual Funds, Asset Management, Strategy, Management, CRM, Capital Markets, Business Development, Outsourcing, Marketing, Cash Management, Fixed Income, Alternative Investments, Asset Managment, Financial Markets, Securities Lending, Communicator, sales strategic..., hunter and farmer..., team..., global team interaction..., coaching, strong verbal/written..., Coaching, Risk Management, Finance, Leadership, Consulting, Investments, Analysis
Education
University of Oklahoma 1970 — 1974
Bachelor of Science, Communications, Advertising
Citi June 2015 - August 2015
Focus Securities June 2014 - August 2014
Seraphim Capital May 2014 - June 2014
Angel Capital Group May 2014 - June 2014
UBS Wealth Management May 2013 - August 2013
Mytonomy June 2012 - August 2012
New Vantage Group June 2011 - July 2011
Skills
Venture Capital, Angel Investing, Due Diligence, Mergers & Acquisitions, LBO, Emerging Markets, Business Valuation, M&A experience, Corporate Development, Financial Structuring, Quantitative Analytics, Private Placements, Capital IQ, Equity Valuation, Investor Relations, DCF, Equity Capital Markets, Business Strategy, Bonds, Restructuring
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Candidate for Bachelor of Science, Finance and Marketing
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Economics
Oakton High School 2008 — 2012
Tapestry Data, LLC June 2014 - Present
Citi March 2013 - June 2014
Mendell Technology 2010 - 2013
QVT Financial LP 2008 - 2010
Carlyle Group Blue Wave Fund 2006 - 2007
Apogee and Acos Fund Management 2003 - 2006
Hold Brothers Capital, LLC 2000 - 2003
Morgan Stanley April 1995 - January 2000
Morgan Stanley April 1993 - March 1995
Mendell Technology 1989 - 1993
Skills
Options, Equities, Quantitative Finance, Hedge Funds, Equity Derivatives, Derivatives, Trading Systems, Proprietary Trading, Risk Management, Fixed Income, Quantitative Analytics, Electronic Trading, Trading, Financial Modeling, Structured Products, Alternative Investments, Financial Risk, Swaps, Commodity, Market Risk, Capital Markets, Financial Markets, Quantitative Investing, Portfolio Management
Education
University of Pennsylvania 1972 — 1976
EE/CSE BS MS, EE and Computer Science
Ocwen Financial Corporation December 2013 - Present
imortgage July 2013 - September 2013
Nationstar Mortgage April 2011 - April 2013
Citi February 2009 - May 2010
JPMorgan Chase April 2007 - December 2008
Countrywide Home Loans 2004 - 2007
First Greensboro Home Equity 2002 - 2003
Skills
FHA, Mortgage Lending, Refinance, VA loans, Loans, Construction Loans, Investment Properties, Real Estate, REO, Referrals, Residential Homes, Sellers, Project Management, Financial Analysis, Finance, Financial Services, Construction Finance
Education
University of Oklahoma, Norman Oklahoma
BA, Political Science and Government
University of Oklahoma
Citi July 2015 - Present
Citi February 2013 - July 2015
United States Department of Defense May 2007 - February 2013
United States Air Force February 1987 - May 2009
Skills
Security Clearance, Military, Anti Money Laundering, Managerial Economics, Political Science, National Security..., Special Operations, Command, DoD, Active DoD Top Secret..., Air Force, Operations Management, Military Operations, Intelligence Analysis, AML, Defense, Intelligence, Counterterrorism, National Security, Operational Planning, Organizational..., C4ISR, Government Contracting, Military Experience, Tactics, Homeland Security, Army, Government, Navy, Federal Government, Information Assurance, Weapons, Crisis Management, Contingency Planning, Counterintelligence, Physical Security, Emergency Management, Security Operations, Interagency Coordination, Vulnerability Assessment, Security Management, Surveillance, Security, Policy, Risk Assessment, Foreign Policy, Force Protection, Program Management, Top Secret, Operational Risk...
Education
United States Naval War College 2004 — 2005
Master of Arts (M.A.), National Security and Strategic Studies
University of Oklahoma 1997 — 1998
Master of Science (MS), Managerial Economics
Troy State University 1990 — 1992
Bachelor of Science (B.S.), Political Science
Southwest Whitfield High School 1983 — 1986
High School Diploma
Citi July 2012 - Present
Sandler O'Neill July 2010 - June 2012
OppenheimerFunds June 2009 - August 2009
Skills
Financial Modeling, Valuation, Bloomberg, Capital Markets, Bloomberg Terminal, Series 63, Private Equity, FINRA, Equities, Due Diligence, Financial Analysis, Corporate Finance
Education
College of the Holy Cross 2006 — 2010
BA, Economics
Oxford University 2008 — 2008
Companion Data Services November 2014 - Present
Ciber June 2014 - October 2014
Companion Data Services, a subsidiary of BlueCross BlueShield of SC June 2007 - June 2014
Citi April 2000 - June 2007
Dallas County May 1999 - December 1999
EDS August 1997 - April 1999
Texas Instruments April 1997 - August 1997
Fidelity Investments November 1995 - March 1997
Sprint Nextel June 1991 - October 1995
Skills
COBOL, CICS, SDLC, Mainframe, JCL, DB2, TSO, VSAM, User Acceptance Testing, Testing, Fileaid, IBM Utilities, Business Requirements, Endeavor, MVS, Easytrieve, Requirements Analysis, Business Analysis, SQL, Xpediter, ISPF, OS/390, Production Support, Unix, Databases, SDSF, z/OS, Intertest, Syncsort, SPUFI, IDMS, Systems Analysis, Telon, REXX, IBM Mainframe, COBOLII, Requirements Gathering, MQSeries, Librarian, MicroFocus Cobol, SharePoint, Connect Direct, NDM, Tibco MFT, Tivoli TWS, EDI, Access
Education
University of Oklahoma 1988 — 1991
Bachelor of Business Administration (BBA), Management Information Systems and Services
Citi December 2014 - Present
Re-Define March 2009 - Present
KPMG LLP December 2010 - December 2014
Noesis, LLC April 2009 - December 2013
Clear Lake Consulting June 2006 - December 2010
Richcourt November 2008 - April 2009
HF Access LLC September 2006 - March 2008
PlusFunds Group Inc. March 2002 - July 2006
Plusfunds.com January 2000 - March 2002
Ernst& Young 1999 - 1999
Skills
Technology Development, Risk Management, Risk Assessment, Asset Management, Strategy, Hedge Funds, Capital Markets, Program Management, Leadership, Trading, Financial Services, Mutual Funds, Project Management, Market Risk, Product Development, Fund Of Funds, Private Equity, Valuation, Derivatives, Due Diligence, Equities, Financial Modeling, Alternative Investments, Financial Markets, Enterprise Risk..., Business Process..., Emerging Markets, Investment Management, Restructuring, Governance, Trading Systems, Commodity, Management Consulting, Asset Managment, Portfolio Management, Investments, Fixed Income
Education
Oxford 1984 — 1991
MA(BA), Engineering Science
Citi April 2014 - Present
American Express July 2013 - April 2014
Citi August 2011 - February 2013
American Express September 2009 - January 2011
UBS November 2008 - March 2009
Starwood Hotels & Resorts February 2008 - October 2008
UBS February 2007 - January 2008
American Express August 2006 - January 2007
JPMorgan Chase 2004 - 2005
JPMorgan Chase 2003 - 2004
Skills
Advertising, Direct Marketing, Management, Market Planning, Loyalty Marketing, Budgets, Program Management, Product Launch, Customer Acquisition, Customer Retention, Process Improvement, Direct Mail, Business Planning, Market Analysis, Executive Management, Leadership, Business Strategy, B2B Marketing, Team Leadership, Sales
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Marketing
University of Pennsylvania 1975 — 1976
MA, Museum Studies
University of Pennsylvania 1971 — 1975
BA, History
Philips Andover / Abbot Academy
High School
Citi November 2014 - Present
Southern Methodist University July 2013 - November 2014
Southwest Airlines January 2013 - May 2013
Skills
Nonprofits, Microsoft Office, Events, Event Management, Community Outreach, Social Media, Public Speaking, Event Planning, Leadership, Events Coordination, Fundraising, Research, Customer Service, Teamwork, Coordinating Special..., Photoshop, Public Relations, English, Editing, Social Networking, Corporate Events, Press Releases
Education
University of Oklahoma 2009 — 2013
Bachelor of Arts (B.A.), Social Sciences and Organizational Studies, Minor: Nonprofit Management
ModernLend June 2014 - Present
Goldman Sachs May 2010 - March 2013
Citi July 2008 - April 2010
Skills
Management, Investments, Entrepreneurship, Financial Analysis, Investment Management, Programming, Commercial Real Estate, Business Development, Product Management, Computer Science, Ruby on Rails, Financial Services, Consumer Lending, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurial Management, Marketing & Operations
University of Pennsylvania 2004 — 2008
BAS, Systems Engineering
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance
Citi November 2012 - Present
RBS Global Banking & Markets December 2010 - November 2012
Macquarie Bank November 2009 - December 2010
Seymour Pierce June 2008 - November 2009
Skills
Trading, Commodity, FX Options, Investment Banking, Derivatives, Hedge Funds, Equities, Fixed Income, Capital Markets, Structured Products, Financial Markets, Bloomberg
Education
University of Nottingham
BSc, Economics
Citi April 2014 - Present
Calforex February 2012 - January 2014
BMO HARRIS NA April 2009 - February 2012
Calforex 1997 - March 2009
Skills
Banking, Foreign Exchange, AML, KYC, Compliance, Anti Money Laundering, Terrorist Financing, Management, Financial Analysis
Education
Banff Management Centre
Management course
University of Ottawa
Spanish concentration / business administration
York University
general arts program
Citi January 2015 - Present
Citigroup May 2009 - Present
EDS, an HP company May 2006 - February 2009
Concentra Health Services February 2004 - December 2005
Animato November 2002 - January 2004
Stonebridge Technologies January 2000 - August 2002
EDS, an HP company January 1989 - January 2000
Skills
PMP, Program Management, Integration, Process Improvement, MS Project, Project Management, Project Planning, Software Development, Requirements Gathering, PMO, Business Analysis, Software Project..., Management, Resource Management, Threat & Vulnerability..., Enterprise Software, Security, Project Server, Oracle, Databases, Vendor Management, Business Intelligence, Visio, Budgets, Access Control, Information Security, Vulnerability Management, Vulnerability Research, Threat Management, Threat Intelligence, Threat Analysis, cissp training, Microsoft Project, Security Management, Technology, IT Security Operations, Information Security..., Technology Transfer, Technology Management, Information Technology
Education
University of Oklahoma - Price College of Business 1981 — 1985
BBS, MIS
Digital Reasoning November 2014 - Present
Beowulf Research September 2013 - Present
Spartus Capital Management August 2011 - May 2013
Citi January 2010 - August 2011
Indiana Public Retirement System June 2009 - November 2009
Vanderbilt University August 2004 - March 2008
BNP Paribas November 1997 - December 2000
Bank of America January 1997 - November 1997
Lehman Brothers April 1994 - July 1995
Credit Suisse June 1992 - April 1994
Skills
Derivatives, Portfolio Management, Asset Allocation, Investment Strategies, Fixed Income, Equities, Trading, Quantitative Research, Proprietary Trading, Machine Learning, Asset Management, Neural Networks, Options, Bonds, Financial Risk, Equity Derivatives, Portfolio Optimization, Investment Management, Statistical Modeling, Interest Rate..., Financial Analysis, Financial Modeling, Data Science, Quantitative Investment..., Alternative Investments, Quantitative Risk..., Global Tactical Asset..., Risk Management, Investments
Education
University of Pennsylvania 1988 — 1996
Doctor of Philosophy (PhD), Electrical Engineering
University of Pennsylvania 1988 — 1992
Master of Science (M.Sc.), Electrical Engineering
University of Pennsylvania 1984 — 1988
Bachelor of Science (BSc), Electrical Engineering
Citi August 2014 - June 2015
Citi August 2013 - August 2014
Northwestern Mutual May 2012 - August 2012
Sterne Agee June 2011 - July 2011
Skills
Finance, Microsoft Excel, Trading, Economics, Forecasting, PowerPoint, Data Analysis, Financial Modeling
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 2009 — 2013
B.A., Political Science; Philosophy, Economics
CMS Of Eugene, LLC January 2014 - Present
HomeStreet Bank March 2014 - July 2014
Wells Fargo January 2011 - March 2013
Citi January 2010 - January 2012
Countrywide wholesale February 2005 - January 2010
Community Mortgage Services February 2000 - February 2005
Skills
Conventional Loans, Jumbo Financing, FHA financing, VA financing, Reverse Mortgages, Fannie Mae, Harp, First Time Home Buyers, Mortgage Banking, Mortgage Underwriting, Loan Origination, Loans, Underwriting, Mortgage Lending, Funding, Mortgage Marketing, Finance, FHA Financing
Education
University of Oregon 1996 — 2000
Bachelor of Business Administration (BBA), Business/Corporate Communications
Willamette High School 1991 — 1995
General Studies
Lumia Capital August 2012 - Present
Citizens United for Research in Epilepsy (CURE) 2014 - Present
Citi December 2010 - July 2012
Federal Reserve Bank of New York July 2009 - December 2010
Goldman Sachs June 2008 - August 2008
WL Ross & Co. LLC June 2007 - August 2007
Skills
Venture Capital, Emerging Markets, Financial Modeling, Valuation, Investments, Strategy, Start-ups, Mergers & Acquisitions, Financial Analysis, Equities, Investment Banking, Corporate Development, Debt, Digital Media, Business Development, E-commerce, Business Strategy, Due Diligence, Software, SaaS, Internet, Private Equity, Corporate Finance, Strategic Partnerships
Education
University of Pennsylvania
Bachelor of Arts (B.A.)
Trevor Day School
Metals House Inc April 2015 - Present
Harness Investment Group August 2013 - 2014
III / AVM September 2012 - July 2013
Citi March 2004 - July 2012
Commerzbank AG June 2001 - January 2003
Lehman Brothers November 1999 - May 2001
BMO Capital Markets May 1993 - September 1999
Skills
Fixed Income, Global Macro, Asset Management, Interest Rate..., Bloomberg, Series 7, Hedge Funds, Alternative Investments, Trading, Bonds, Options, FX Options, Structured Products, Equity Derivatives, Securities, Financial Markets, Trading Systems
Education
University of Ottawa 1991 — 1993
Master of Arts (MA), Economics
University of Ottawa 1989 — 1991
Bachelor of Arts (BA), Economics
Citi September 2015 - Present
Morgan Auto Group November 2014 - Present
Education
University of Tampa - John H. Sykes College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.6/4.0
University of Tampa 2009 — 2013
Bachelor of Science (BS), GPA 3.91/4.0
University of Oxford 2012 — 2012
Bachelor's degree, GPA 4.0/4.0
American Bank of Commerce February 2015 - Present
Wells Fargo April 2013 - Present
Wells Fargo March 2012 - April 2013
Wells Fargo February 2011 - April 2013
Citi January 2009 - February 2011
Citi October 2007 - December 2008
Skills
Sales Management, Sales Operations, Customer Satisfaction, Customer Relations, Banking, Financial Services, Client Relations, Client Services, Sales, Credit, Credit Analysis, Underwriting, Credit Verification
Education
University of Oklahoma 2002 — 2006
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Alibaba Group April 2014 - Present
Qatalyst Partners June 2011 - March 2014
Citi June 2010 - August 2010
The Wharton School September 2008 - January 2010
Johns Hopkins University June 2006 - July 2006
Skills
Enterprise Software, Business Strategy, Financial Modeling, Mergers & Acquisitions, Business Development, Strategy
Education
Wharton School, University of Pennsylvania
B.S. Ec, Finance, Magna cum laude
University of Pennsylvania
B.A., Economics / Comparative Literature, Magna cum laude
PwC September 2012 - Present
Citi February 2009 - October 2011
National Oilwell Varco August 2005 - February 2008
DrillLogic LLC / Apex IT Solutions, Inc. June 1997 - August 2005
New Horizons Computer Learning Centers March 1996 - June 1997
Oklahoma Museum of Natural History August 1994 - September 1995
Skills
Access, Data Analysis, VBA, Analysis, Oracle, Microsoft Office, Microsoft SQL Server, SharePoint, Microsoft Excel, Visio, SQL, Microsoft Project, Databases, Microsoft Word, MS Project, Crystal Reports, Data Warehousing, Requirements Analysis
Education
University of Oklahoma Graduate School 1992 — 1994
Graduate Work (all but thesis), Physical and Biological Anthropology
University of Oklahoma 1990 — 1992
Bachelor's Degree, Anthropology
Citi August 2014 - Present
Citi August 2013 - July 2014
Citi August 2012 - July 2013
Citi May 2011 - August 2011
Congressman Frank Pallone May 2009 - August 2009
Skills
International Relations, Microsoft Excel, Banking, Data Analysis, Business Strategy, Supply Chain Management, Sales, Forecasting, Finance, Structured Finance, Investments, Financial Services, Management, Microsoft Office, Bloomberg, PowerPoint, Research, CRM, Analysis, Public Speaking, Financial Modeling, Financial Analysis
Education
Duke University 2008 — 2012
Bachelor's Degree, Political Science- International Relations Major, Markets & Management Certificate
University of Oxford 2010 — 2010
Study Abroad, Coursework in British Political Economy and the Monetary Mechanism of the European Union
The Ranney School 2004 — 2008
High School
Citi July 2012 - Present
Citi January 2009 - June 2012
Citi September 2006 - December 2008
Citi July 2002 - August 2006
Citi May 2001 - July 2002
Citi June 2000 - May 2001
Skills
Pega PRPC, SDLC, Strategy, Business Analysis, Vendor Management, Management, Credit Cards, Program Management, Risk Management, Analytics, Financial Services, Process Improvement, Analysis, Requirements Analysis, Marketing, Websphere, Database Marketing, Banking, Enterprise Architecture, SOA, Project Management, Requirements Gathering
Education
University of Oklahoma 1998 — 2000
Master's degree, Industrial/Organizational Pyschology, 3.8
University of Oklahoma 1993 — 1997
Bachelor's degree, Psychology / Pre-medicine, 4.0
Golfsmith May 2010 - March 2011
Citi January 2007 - April 2010
Anthem Blue Cross/Blue Shield (Kelly Services Temp) March 2006 - November 2006
Countrywide Home Loans August 2005 - March 2006
Education
University of Oklahoma 1999 — 2004
Bachelor, Human Resources Management
TEKsystems September 2015 - Present
Citi July 2011 - May 2015
CompuSystems March 2011 - April 2011
Navigon December 2006 - July 2009
NAVTEQ July 1993 - December 2006
SEI Information Technology February 1987 - July 1993
Skills
Windows, SDLC, XML, Unix, C, C++, Software Engineering, Testing, AIX, Strategy, Databases, Java, Visual Studio, Quality Assurance, Software Development, Software Design, Embedded Systems, Requirements Analysis, Web Services, SQL, Ksh, Technical Support, Mobile Applications, Software Project..., Linux, Solaris
Education
University of Oklahoma 1982 — 1986
BS, Computer Science
Citi 2012 - 2014
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania
Bachelor’s Degree
Oracle November 2013 - Present
NetApp Inc. - NetApp Capital Solutions (Captive Lessor) August 2009 - October 2013
CIT March 2005 - August 2009
Wells Fargo 2003 - 2005
Citi July 2002 - November 2003
Skills
Account Management, Direct Sales, Solution Selling, Selling, Finance, Sales, Channel, Marketing, Pricing, Program Management, Enterprise Software, Sales Operations, Leadership
Education
University of Oklahoma 1989 — 1993
BBA, Management
Citi April 2014 - Present
Confidential 2010 - May 2014
Exeter Group, Inc. August 2007 - April 2014
JPMorgan Chase 2005 - 2007
Princeton Information 2000 - 2005
Search Inc. 1997 - 2000
Skills
Sourcing, Training, Procurement, Supply Management, Financial Services, PeopleSoft, Technical Recruiting, Talent Acquisition, SaaS, CRM, Temporary Placement, Business Process..., Business Analysis, Business Intelligence, Management Consulting, Internet Recruiting, Staffing Services, Outsourcing, Management
Education
University of Pennsylvania 1985 — 1989
KPMG September 2015 - Present
Citi August 2014 - August 2015
KPMG January 2014 - August 2014
Bonhams & Butterfields June 2012 - September 2012
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Teamwork, Account Reconciliation, Data Analysis, Microsoft Excel, Microsoft Office, Corporate Finance, Budgets, Business Planning, PowerPoint
Education
University of Nottingham 2010 — 2013
Bachelor of Arts (B.A.), Finance, Accounting and Management
Brampton College 2009 — 2010
Deloitte June 2015 - Present
Analyst February 2015 - May 2015
Citi May 2014 - August 2014
Rosewood Private Investments May 2013 - August 2013
Elevate ROI May 2012 - August 2012
Skills
Teamwork, Financial Modeling, Microsoft Word, PowerPoint, Spanish, Microsoft Office, Microsoft Excel, Salesforce.com, Customer Service, Research, Photoshop, Social Media, HTML, English, Adobe Dreamweaver, Public Speaking, Data Entry, Early-stage Startups, Financial Analysis, Financial Planning, Business Strategy, Business Analysis, New Business Development, Capital IQ, Microsoft Powerpoint
Education
University of South Carolina - The Moore School of Business 2011 — 2015
Bachelor of Science (BS), Finance, Liberal Arts Directive (Psychology Focus), 3.98 GPA
University of Oxford - Said Business School 2013 — 2014
Fall Study Abroad, 4.0 GPA
PwC 2013 - Present
Citi 2011 - 2013
McKinsey & Company 2004 - 2011
Rothschild 2000 - 2002
Robert Fleming 1995 - 2000
Skills
Strategy, Mergers & Acquisitions, Due Diligence, Investment Banking, Corporate Finance, Financial Services, Banking, Equities, Business Transformation, Strategic Planning, Performance Management, Management Consulting, Corporate Development, Valuation, Finance Transformation
Education
Oxford
MA, Mathematics & Philosophy
Citi June 2015 - Present
U.S. Polish Trade Council 2007 - Present
SHS Alumni Board 2007 - Present
J.P. Morgan September 2013 - May 2015
JPMorgan Chase April 2012 - August 2013
JPMorgan Chase August 2011 - April 2012
Chestnut Mortgage, Inc. May 2008 - July 2011
Adamarc Financial Company, Inc. June 2003 - December 2008
University of Oregon Investment Group September 1998 - June 2000
Merrill Lynch Technology Investment Banking June 1999 - September 1999
Skills
Sales Management, Financial Planning, Financial Analysis, Financial Reporting, Deal Sourcing, Deal Structuring, Rainmaker, Creative Problem Solving, Client Relationship..., Strategic Planning, CRM, Team Building, Strategic Financial..., Management, Mortgage Lending, Loans, Finance, Negotiation, Investments
Education
2000 — 2002
M.S., International Finance
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
B.S., Finance and MIS
Sacred Heart Prep
JP Morgan 2010 - Present
Citi 2009 - 2010
Citi 2007 - 2009
Citi 2005 - 2007
Citi 1998 - 2004
Skills
Risk Management, Product Management, Cash Management, CRM, Banking, Relationship Management, Sales, Management, Sales Management, Financial Services, Coaching, Sales Process, Operations Management
Education
University of Notre Dame - Mendoza College of Business
MBA, Accounting and Finance
Citi May 2014 - Present
Citi January 2013 - May 2014
Citi August 2010 - January 2013
The Burns Group April 2006 - July 2008
Joseph B. Callaghan Inc. June 2004 - March 2006
Skills
Financial Modeling, Bloomberg, ETFs, Financial Analysis, Valuation, Equities, Portfolio Management, Corporate Finance, Asset Management, Investments, Project Management, Fixed Income, Business Strategy, Product Development, Structural Engineering, Consulting, Statistical Data...
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
Master of Business Administration (MBA), Finance
Villanova University - College of Engineering 2000 — 2004
Bachelor's degree, Structural Engineering with a Business Minor
Think Finance October 2014 - Present
Citi September 2012 - October 2014
Transamerica June 2008 - September 2012
Arvest Bank October 2006 - July 2007
PrimeLending May 2003 - January 2005
Cotton Patch Cafe 2002 - 2005
Skills
Direct Marketing, Marketing Strategy, Insurance, Marketing, Analytics, Financial Services, SAS programming, Analysis
Education
University of Oklahoma 2003 — 2019
Bachelor of Business Administration (BBA), Marketing
University of Oklahoma 2004 — 2007
B.B.A., Marketing
Citi February 2008 - Present
University of Notre Dame August 2006 - May 2007
Skills
Loan Syndication, Integrated Risk..., Credit Risk
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Kforce Inc. September 2011 - Present
Citi April 2011 - August 2011
Tech Data Corporation February 2009 - November 2010
PricewaterhouseCoopers August 2008 - February 2009
PricewaterhouseCoopers August 2005 - August 2008
PricewaterhouseCoopers January 2004 - March 2004
Education
University of South Florida 2004 — 2005
Masters, Accountancy
University of Notre Dame - Mendoza College of Business 1999 — 2004
Bachelor of Business Administration, Accountancy
Hillsborough High School 1995 — 1999
International Baccalaureate Diploma
Caliber Home Loans July 2014 - Present
Citi October 2012 - July 2014
Bayview Loan Servicing, LLC October 2009 - October 2012
Nations Pharmaceuticals April 2009 - October 2009
Skills
Research, Data Analysis, Market Research, Financial Analysis, PowerPoint, Social Media, Microsoft Excel, Editing, Event Planning, Microsoft Office, Computer Science, Portfolio Management, Team Building, Loss Mitigation, Microsoft Word, Analysis, Asset Management, Banking, Financial Services, Risk Management, Sales, Management
Education
University of Pennsylvania 2004 — 2008
B.A., Communication
Bank of America January 2005 - Present
LandSafe - (Countrywide Subsidiary) 1999 - 2005
Citi 1985 - 1992
Education
University of Oklahoma
Citi 2011 - Present
American Express 2009 - 2011
American Express 2007 - 2009
American Express 2004 - 2007
Sabre Media (now part of Travelocity.com) 2001 - 2003
Jupiter Media Metrix 2000 - 2000
Jupiter Media Metrix 1999 - 2000
Jupiter Media Metrix 1998 - 1999
Jupiter Media Metrix 1996 - 1997
Skills
Strategy, Online Advertising, CRM, Social Media Marketing, Marketing Strategy, Customer Acquisition, Digital Strategy, Analytics, Credit Cards, Display Advertising, Marketing Communications, Public Relations, Direct Marketing, Digital Marketing, Financial Services, Integrated Brand..., Affiliate Marketing, Identifying New Revenue..., Relationship Management, Campaign Analytics and..., Complex Project..., Multimedia Creative..., Social Media, Team Leadership, DoubleClick, Atlas, Radian6, SiteCatalyst, BlueKai, Responsive Web Design, Programmatic Ad Buying, Search Advertising
Education
University of Ottawa
Bachelor of Arts (B.A.), Communcations, magna cum laude
Citi February 2015 - Present
RBC Capital Markets April 2011 - February 2015
Goldman Sachs July 2008 - April 2011
Deutsche Bank June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Financial Analysis, Bloomberg, Equities, Private Equity, Fixed Income, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2004 — 2008
BBA, Finance and Economics
Kellenberg Memorial Highschool 2000 — 2004
High School Diploma
st. brigid
Citi January 2013 - Present
Citi April 2009 - December 2012
Lehman Brothers July 2003 - April 2009
Goldman Sachs June 1997 - June 2003
IBM June 1994 - May 1995
Education
University of Pennsylvania 1995 — 1997
MS, Computer Information Science
Citi August 2014 - Present
Citi June 2011 - July 2014
JPMorgan Chase June 2010 - August 2010
Real Estate Department, The Wharton School September 2009 - May 2010
Skills
Capital Markets, Bloomberg, Valuation, Financial Modeling, Investment Banking
Education
University of Pennsylvania 2007 — 2011
Architecture, Economics
University of Pennsylvania - The Wharton School 2007 — 2011
Highland Capital Management, L.P. July 2013 - Present
Citi July 2010 - June 2013
Newmont Mining Corporation 2009 - 2009
Conatus Capital Management LP 2009 - 2009
Skills
Capital Markets, Financial Modeling, Equities, Investments, Corporate Finance, Valuation, Bloomberg
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Mathematics
Simsbury High School
Citi June 2012 - Present
United Debt Services January 2011 - March 2012
Bank of America April 2009 - December 2010
Credit Solutions 2008 - 2009
Skills
Mortgage, Loans, Credit, Banking, Mortgage Lending, Financial Analysis, Loan Origination, Mortgage Banking, FHA, Sales, Leadership, Management, CRM, Refinance, Strategy, Training, Forecasting, Insurance
Education
University of Oklahoma 2003 — 2008
Bachelor of Applied Science (B.A.Sc.), Psychology
Citi 2008 - 2011
Morgan Stanley 1993 - 2008
Education
The University of Chicago 1988 — 1990
Master of Business Administration (MBA)
University of Oxford 1982 — 1985
Bachelor of Arts (BA), PPE
Onyx Equities June 2014 - Present
Citi March 2013 - June 2014
CWCapital Asset Management June 2012 - March 2013
GoldOller Real Estate Investments January 2012 - April 2012
Education
University of Pennsylvania 2008 — 2012
B.A., Economics, International Relations, Urban Real Estate
Corona del Sol High School 2004 — 2008
Royal Norwegian embassy, Washington D.C. August 2013 - Present
U.S. Department of State April 2008 - June 2013
ANSA - Association of Norwegian Students Abroad June 2006 - April 2008
Citi November 2005 - May 2006
Education
University of Oslo (UiO) 2000 — 2004
Master's degree, Social Anthropology
University of Oslo (UiO) 1994 — 2000
Bachelor's Degree, Social anthropology, political science and psychology
J.P. Morgan February 2015 - Present
J.P. Morgan August 2009 - January 2015
J.P. Morgan June 2008 - August 2008
Citi June 2007 - August 2007
Barr Pharmaceuticals June 2006 - August 2006
Skills
FX Hedging, FX Derivatives, Derivatives, Corporate Finance, FX Options, Fixed Income, Financial Analysis, Bloomberg, Client Interfacing..., Sales Presentations, Hedge Funds, Foreign Exchange, Structured Products, Emerging Markets, Private Equity, Equity Derivatives, Equities, Options, Alternative Investments
Education
University of Pennsylvania 2005 — 2009
BAS, Engineering, Magna Cum Laude
Citi May 2014 - Present
Barclays Capital August 2006 - April 2014
Constellation Energy January 2003 - August 2006
American Electric Power November 2001 - December 2002
Enron July 2000 - November 2001
Skills
Commodity Markets, Trading, Natural Gas, Commodity, Risk Management, Hedging, Options, Financial Modeling, Energy, Valuation, Derivatives, Quantitative Analytics, Energy Markets, Strategy
Education
University of Oregon 1996 — 2000
BS, Business (Finance Concentration)
Graphiq Inc. June 2015 - Present
FindTheBest September 2014 - June 2015
FindTheBest May 2014 - September 2014
Citi June 2012 - August 2012
The Louis Berger Group June 2010 - August 2010
Skills
Data Analysis, Research, Matlab, PowerPoint, Microsoft Excel, Java, Microsoft Office, Solidworks, Microsoft Word, Photoshop, Financial Analysis, HTML, Social Media, Financial Modeling, Business Objects, Factory, ETL, MySQL, JavaScript, Python, Databases
Education
University of Pennsylvania 2013 — 2013
Masters of Systems Engineering (MSE), Systems Engineering
University of Pennsylvania 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Systems Engineering
University of New South Wales 2011 — 2011
The Pingry School 2005 — 2009
High School
Harren Equity Partners August 2015 - Present
William Blair & Company June 2013 - June 2015
Citi June 2012 - August 2012
Reef Services, LLC May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Account Management
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
Citi July 2011 - Present
Citi June 2010 - August 2010
Oppenheimer & Co. June 2009 - August 2009
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (BA), Philosophy, Politics & Economics
Citi June 2015 - Present
Citi June 2014 - Present
University of Pennsylvania September 2011 - Present
Sikorsky Aircraft June 2013 - August 2013
Skills
Matlab, Statistics, Solidworks, Machining, Metal Fabrication, Laser Cutting, PowerPoint, Java, C Programming Language, OCaml, Microsoft Excel, HTML, Financial Modeling, Static and Dynamic..., Multivariable Calculus, 3D Printing, CAD, Microsoft Word, Linear Algebra, Partial Differential..., Virtual Modeling, Microsoft Office
Education
University of Pennsylvania 2011 — 2015
Bachelor of Applied Science (BASc), Computer Science
Horace Greeley High School 2007 — 2011
New York State Regents Diploma
Microsoft June 2015 - Present
Capital One July 2014 - June 2015
Capital One July 2013 - July 2014
University of Pennsylvania Economics September 2011 - May 2013
Citi June 2012 - August 2012
University of Wisconsin-Madison June 2011 - August 2011
Morgan Stanley May 2011 - May 2011
Investment Technology Group, Inc. January 2011 - January 2011
Skills
Matlab, Statistics, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Stata, Java, Research, Quantitative Analytics, Economics, SAS, Analysis
Education
University of Pennsylvania 2009 — 2013
BSE, Chemical and Biomolecular Engineering, Economics
JPMorgan Chase May 2005 - Present
ABN AMRO Bank N.V. November 2004 - May 2005
Citi October 1998 - October 2004
Skills
Equity Derivatives, Exotic Derivatives, Structured Products, Financial Structuring, Equities, Quantitative Finance
Education
University of Oxford 1992 — 1998
Phd, Physics
Rathmore Grammar School, Belfast 1985 — 1992
United States Court of Appeals for the Second Circuit July 2015 - August 2015
United States District Court for the District of Connecticut July 2015 - July 2015
Kirkland & Ellis LLP May 2015 - July 2015
Linklaters July 2013 - August 2013
Allen & Overy June 2013 - July 2013
Southern Weekly August 2012 - June 2013
UK Trade & Investment June 2012 - July 2012
BNP Paribas April 2012 - April 2012
Raleigh International March 2012 - March 2012
Citi December 2011 - December 2011
Education
Yale Law School 2014 — 2017
Juris Doctor
University of Oxford 2011 — 2014
Bachelor of Arts
Shanghai Foreign Language School 2004 — 2011
Bank of America Merrill Lynch April 2015 - Present
Citi January 2015 - April 2015
Citi July 2012 - January 2015
Citi July 2011 - July 2012
Organization of American States June 2010 - August 2010
Inter American Development Bank June 2009 - September 2009
Education
University of Pennsylvania 2007 — 2011
BA
Colegio Franklin D. Roosevelt 1993 — 2007
International Baccalaureate Bilingual Diploma
Olympus Property October 2014 - September 2015
Avp Management June 2014 - September 2014
WesLend Financial May 2013 - September 2013
Bank of America April 2012 - February 2013
Citi June 2009 - April 2012
Skills
Mortgage Lending, Refinance, Loans, Mortgage Banking, Loan Origination, Credit, FHA, Residential Mortgages, Credit Analysis, Banking, USDA, Investment Properties, Analysis, Mortgage Underwriting, VA loans, Consumer Lending, Underwriting, FHA financing, Credit Risk, Mortgage Servicing, Commercial Lending, Loss Mitigation
Education
University of Phoenix 2011 — 2015
Bachelor of Science in Business, Business Administration
University of Oklahoma 1990 — 1994
Nursing
Oliver Wyman September 2011 - Present
Morgan Stanley June 2010 - September 2010
Morgan Stanley September 2009 - September 2009
Barclays Capital September 2009 - September 2009
Citi August 2009 - August 2009
YSE November 2007 - May 2008
John Lewis June 2005 - January 2006
Skills
Management Consulting, Due Diligence, Investment Banking, Financial Modeling, Business Strategy, Equity Research, Market Research, Microsoft Excel, Financial Risk, Strategy, Sales, FX trading, Risk Management, PowerPoint, Access, Finance, Private Equity, Economics, Financial Services, Analysis, Consulting, Financial Regulation, Financial Analysis, Client Relationship..., Strategic Consulting, Stress Testing, Capital Introduction, Finance Consulting, Risk Management..., Asset Management..., Public Policy, Capital Markets, Business Transformation, Corporate Finance, Valuation, Investments, Asset Management, Cooking, Mergers & Acquisitions, Netball, Data Analysis, Lacrosse, Piano, Management, Banking
Education
University of Oxford 2008 — 2011
BA (Hons), Philosophy, Politics and Economics
Uppingham School 2005 — 2007
Mathematics, Economics, Geography and Fine Art
St Albans High School 1997 — 2005
Citi June 2014 - Present
Citi May 2013 - August 2013
Battery Ventures June 2012 - July 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Word
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Loyola Academy College Preparatory High School 2006 — 2010
Citi 2009 - 2011
State Farm Insurance January 1998 - June 2005
Skills
Customer Service & Sales, Operations Management, Commercial Account..., Claim Representative, Effervescent personality, Highly detail oriented, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Girl Scout CoLeader, PTA active member &...
Education
University of Oregon 1986 — 1990
Bachelor of Science (B.S.), Marketing and Management
Cottage Grove High School 1983 — 1986
High School Diploma
OneMain Financial October 2006 - Present
Citi June 2005 - October 2006
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
Bachelor's degree, Marketing
Repsol June 2014 - Present
Tribute Energy January 2014 - June 2014
Citi 2011 - 2013
ConocoPhillips 2007 - 2011
Reliant Energy 2001 - 2007
Skills
Energy, Oil/Gas, Trading, Derivatives, Oil Scheduling, Fuel Oil, Commodity Markets, Coal, Petroleum, Market Analysis, Shipping, Power Generation, Hedging, Commodity Risk..., Process Optimization, Energy Industry, Energy Markets, Financial Modeling, Fuel, Oil
Education
University of Oklahoma 1996 — 2001
Bachelor of Science (BS), Economics
Citi February 2012 - Present
Skills
Databases, Microsoft Office, Microsoft Excel, SharePoint
Education
University of Oklahoma 1999 — 2003
Bachelor of Business Administration (BBA), Management Information Systems, General
Optimal Blue February 2015 - Present
Citi March 2014 - February 2015
Bank of America March 2009 - September 2013
Bank of America January 2007 - March 2009
Countrywide Home loans October 2000 - January 2007
Skills
Banking, Mortgage Lending, Loans, Retail Banking, Credit, Cross Selling, Refinance, Loan Origination, Portfolio Management, Call Centers, Sales, Sales Management, Analysis, Training, Management
Education
University of Oklahoma 1987 — 1991
Citi May 2013 - Present
Citi July 2006 - May 2013
Dresdner Kleinwort Wasserstein March 1999 - July 2006
Pannell Kerr Forster September 1995 - March 1999
Skills
CPA, Series 7
Education
University of Nottingham 1991 — 1994
Bachelor of Science (BSc), Economics and Econometrics
Barclays Investment Bank September 2006 - Present
Citi April 2000 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Oxford 1987 — 1990
Master of Arts (M.A.), PPE
Citi March 2014 - Present
Skills
Banking, Financial Analysis, Financial Risk, Finance, Business Analysis, Financial Services, Risk Management, Credit, Credit Risk, Capital Markets, Fixed Income, Economics, Commodity Markets, Futures Trading, Microsoft Excel
Education
University of Ottawa 2006 — 2011
International Economics, Economics