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,
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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 May 2014 - Present
Morgan Stanley December 2013 - May 2014
PwC August 2006 - December 2013
PwC January 2005 - August 2006
Skills
Assurance, Auditing, External Audit, US GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, GAAP, Big 4, CPA, Financial Reporting, Financial Accounting, Accounting, Broker-Dealer, Prime Brokerage, Commodity Markets, Basel I, Basel II, Basel III, Variable Interest..., Management Consulting, Process Consulting, Employee Stock Options
Education
Seton Hall University 2006 — 2007
Master of Science (MS), Accounting
Seton Hall University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Sun Life Financial August 2014 - Present
TD Bank Group November 2011 - June 2014
CIBC January 2001 - November 2011
Duplium Corporation April 2000 - January 2001
Citi July 1997 - April 2000
American Express Canada December 1984 - June 1995
Skills
Strategic Planning, Business Analysis, HR Consulting, Performance Management, Change Management, Succession Planning, Talent Management, Organizational..., Employee Engagement, Human Resources, Management, Team Leadership, Leadership, Coaching, Recruiting, Workforce Planning, Talent Acquisition, Organizational Design, Banking, Employee Relations, Financial Services, Relationship Management, Risk Management
Education
University of Toronto 1999 — 2001
Academic Requirements for CHRP Designation, Human Resources
Seneca College of Applied Arts and Technology
Three Year Diploma, Tourism, Business Admin
Numerix May 2015 - August 2015
Pacific Life March 2015 - April 2015
Numerix June 2014 - September 2014
University of Illinois at Urbana-Champaign April 2013 - May 2013
UBS Investment Bank August 2010 - May 2012
Accenture June 2008 - July 2010
China International Fund Management Co., Ltd January 2008 - April 2008
Citi May 2007 - August 2007
Skills
Bloomberg, Equity Derivatives, Derivatives, Fixed Income, Equities, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Quantitative Analytics, Equity Research, Private Equity, Financial Markets, Microsoft Excel, Capital Markets, Hedge Funds, R, VBA, Microsoft Office, Matlab, SAS, Risk Management, SQL
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2014
Master, Financial Engineering
University of Illinois at Urbana-Champaign - College of Business 2012 — 2013
Master, Finance
Shanghai University of Finance and Economics 2004 — 2008
Bachelor, Economics (Minor: Accounting)
Synchrony Financial August 2015 - Present
UnitedHealth Group November 2014 - August 2015
Citi March 2011 - August 2013
Everest Re July 2007 - February 2010
Munich Re Insurance February 2006 - June 2007
IBM June 1999 - February 2005
AT&T January 1991 - June 1999
Skills
Data Modeling, Data Governance, Data Quality, SQL, Business Analysis, Requirements Analysis, Data Warehousing, Databases, SharePoint, Oracle, Agile Methodologies, Business Requirements, Testing, SDLC, Data Analysis, User Acceptance Testing, Data Conversion, Data Migration, SAS, Requirements Gathering, Reference Data, Relational Databases, WINS, Visio, Fiserv, Wheatley Insurance..., Root Cause Analysis, Data Mapping, Master Data Management, Residential Mortgages, Insurance, Enterprise Guide, Teradata, Microsoft Office, Database Design, Data Management, Metadata Management, Sarbanes-Oxley, Systems Analysis, Excel, Team Leadership, Change Management, Business Process, Process Improvement, Business Intelligence, Leadership, Software Documentation, Banking, AMLS
Education
Seton Hall University 1987 — 1990
Bachelor of Science, Business Management
Union County College 1984 — 1986
Associate of Arts, Computer Information Systems
Roselle Park High School 1978 — 1982
College Prep
Mizuho Bank Ltd February 2015 - Present
BNY Mellon April 2013 - February 2015
Wells Fargo Capital Finance 2008 - 2012
Citi 2006 - 2008
Citi 2006 - 2008
JPMorgan Chase & Co. 2002 - 2006
NatWest 1987 - 1997
Skills
Relationship Management, Sales Management, Credit Risk, Credit Analysis, Marketing Strategy, Product Management, Supply Chain, Trade Finance, Trade Services, Strategy, Sales, Trading, Banking, Investments, Portfolio Management, Risk Management, Management, Business Development, Fixed Income, Cash Management, Financial Analysis, Mergers & Acquisitions, Working Capital..., Financial Services, Commercial Banking, Capital Markets, Credit, Finance, Treasury Management
Education
Seton Hall University 1982 — 1987
MBA, Marketing
Villanova University 1977 — 1981
Bachelor of Science, Marketing
The UPS Store June 2009 - Present
Citi July 2013 - August 2013
Skills
Marketing, Sales, Leadership, Microsoft Word, Retail, Microsoft Office, Customer Service, Social Networking
Education
Seton Hall University 2014 — 2018
Finance, General
Connetquot High School 2010 — 2014
Citi March 2015 - Present
Citi January 2013 - March 2015
Citi February 2011 - January 2013
Walt Disney World October 2005 - September 2012
BankAtlantic November 2007 - February 2011
Panda Restaurant Group April 2006 - November 2007
Skills
Employee Benefits, Process Improvement, Human Resources, Succession Planning, Deferred Compensation, Performance Management, Leadership Development, Employee Relations, Customer Service, Coaching, Conflict Resolution, Microsoft Office, Management, Team Building, Banking, Outlook, Analysis, Interviews, Finance, Leadership, Time Management, Employee Training, Mortgage Lending, Loans, Data Analysis, Forecasting, Hospitality Industry, jQuery, Teamwork
Education
Seminole State College of Florida 1999 — 2001
Associate's Degree, General Edcuation
Universidad Catolica Andres Bello 1993 — 1998
Bachellor, Industrial Relations
The Carlyle Group June 2015 - Present
Citi June 2013 - May 2015
UBS June 2012 - August 2012
AICPA June 2011 - August 2011
Wee Burn Country Club May 2004 - August 2010
Skills
PowerPoint, Research, Derivatives, Microsoft Word, Equities, Social Media, Microsoft Excel, Financial Analysis, Microsoft Office, Portfolio Management, Management, Risk Management, Budgets, Accounting, Finance, Financial Modeling
Education
Seton Hall University 2009 — 2013
Business, Accounting and Finance
Horizon Blue Cross Blue Shield of New Jersey November 2010 - Present
Avon September 2008 - November 2010
Lehman Brothers, Inc May 2007 - September 2008
Citi April 1999 - April 2007
PaineWebber 1997 - 1998
Skills
Talent Acquisition, Diversity & Inclusion, Applicant Tracking..., College Recruiting, Onboarding, Internet Recruiting, Technical Recruiting, Taleo, Employer Branding, Human Resources, Recruiting, Leadership, Succession Planning, Employee Relations, Management, Vendor Management, Sourcing, Workforce Planning, Temporary Placement
Education
Stevens Institute of Technology 1992 — 1994
MA
Seton Hall University 1987 — 1991
BA
Citi August 2014 - Present
Exelon June 2013 - August 2013
21st Century Oncology 2013 - 2013
E&Y 2009 - 2011
E&Y 2008 - 2009
E&Y 2007 - 2008
Skills
Corporate Finance, Financial Modeling, Financial Audits, Internal Controls, Data Analysis, Internal Audit, SOX Compliancy, CPA, Project Management, Managerial Finance, Strategy, Finance, Assurance, Controllership Functions, Liquidity Risk
Education
University of Michigan 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy, GMAT: 750 (98th percentile)
Shanghai University of Finance and Economics 2003 — 2007
Bachelor of Economics, International Finance
FactSet February 2015 - Present
Geneva Trading May 2014 - August 2014
Citi May 2013 - June 2013
CITIC Securities June 2012 - August 2012
University of Michigan April 2012 - June 2012
Skills
Matlab, Data Analysis, C++, Statistics, R, Bloomberg, Analysis, Wind, Mathematica, LaTeX, Finite Element Analysis, SAS, Stata, Factset, Mathematical Modeling, Reuters, Q/Kdb+
Education
University of Michigan 2013 — 2014
Master of Science (M.S.), Financial Engineering
University of Michigan 2011 — 2013
Bachelor, Material Science and Engineering
Shanghai Jiao Tong University 2009 — 2013
Bachelor, Mechanical Engineering
Citi May 2014 - Present
Statistical Laboratory, University of Delaware August 2013 - Present
Department of Physics & Astronomy, University of Delaware August 2011 - June 2012
Applied Ion Beam Physics Laboratory, Shandong University September 2010 - May 2011
UCLA, California July 2010 - September 2010
Skills
Statistics, SAS, R, Statistical Modeling, Microsoft Office, SAS programming, Research, Logistic Regression, Linear Regression, Risk Management, SQL, Data Analysis, ANOVA, Teaching, C, Data Mining, Quantative Analysis, Strategic Planning, Experimental Design, SPSS, JMP, Decision Trees
Education
University of Delaware 2012 — 2014
Master of Science (M.S.), Statistics
Shandong University 2006 — 2010
Bachelor's degree, Physics
University of Tennessee August 2015 - Present
Bloomberg LP December 2014 - July 2015
Seton Hall University August 2012 - August 2014
MIDJersey Chamber of Commerce February 2014 - April 2014
Investment Club(Hall Street Fund) November 2012 - April 2014
Citi October 2012 - May 2013
Mars March 2011 - December 2011
National Development and Reform Commission of PRC June 2009 - August 2011
Dow Chemical August 2009 - March 2010
China Daily September 2009 - December 2009
Skills
Bloomberg Terminal, Interpretation, Translation, Marketing Strategy, SAP ERP, Marketing Research, Financial Analysis, Telemet Orion, Portfolio Management, Credit Analysis, Modeling, Systematization, Research, Equity Research, Analysis, Investments, Valuation, Equities, Financial Modeling, Bloomberg, Quantative Modeling, Strategic Planning, Economics, Trading, Risk Management, Leadership, Microsoft Office
Education
Seton Hall University 2012 — 2014
Master of Business Administration (MBA), Finance, General, 3.9/4.0
University of International Business and Economics 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Marketing, 3.5/4.0
Bright House Networks October 2013 - Present
Adventist Health Systems July 2013 - October 2013
Citi June 2012 - June 2013
Pinnacle Family of CompaniesO June 2009 - May 2012
Fairwinds Credit Union July 2008 - June 2009
Skills
Accounting, Financial Statements, Data Entry, Journal Entries, Bank Reconciliation, Teamwork, Financial Accounting, Microsoft Excel, Account Reconciliation, General Ledger, Outlook, PowerPoint, Variance Analysis, Customer Service, Training, Finance
Education
University of Central Florida 2015 — 2017
Professional MBA
University of Central Florida 2011 — 2013
Bachelor of Science (BS), Accounting
Seminole Community College 2007 — 2010
Associate of Arts (AA), Business/Commerce, General
Women's College Hospital March 2013 - Present
Ajax Municipal Housing Corporation October 2013 - Present
Women's College Hospital September 2012 - March 2013
Toronto East General Hospital February 2008 - September 2012
Shoppers Drug Mart January 2000 - February 2008
Citi January 1999 - January 2000
Toronto Hydro May 1998 - January 1999
Skills
Performance Management, Employee Relations, Human Resources, HRIS, Recruiting, Deferred Compensation, Leadership Development, Labor Relations, Leadership, Coaching, Policy, Strategy, Organizational..., Personnel Management, Employee Benefits, Employee Engagement, Strategic Planning, Onboarding, HR Policies, Staff Development, New Hire Orientations, Conflict Resolution, Talent Acquisition, Organizational..., Interviews, Applicant Tracking..., Employee Training, Benefits Administration, Training, Healthcare, Change Management, Employment Law, HR Consulting, Organizational Design, Job Descriptions, Payroll, Training Delivery, Executive Coaching, Hiring, Employer Branding, Team Building, Career Counseling, Grievances, Executive Search, Industrial Relations, Performance Improvement, Team Leadership, Program Management, Talent Management, Succession Planning
Education
Seneca College of Applied Arts and Technology 1998 — 1999
Post Graduate Degree, Human Resources
Wilfrid Laurier University 1995 — 1998
Bachelor of Arts, Sociology and Communications
University of Toronto - Rotman School of Management
Advanced Health Leadership Program
M Moser Associates January 2015 - Present
M Moser Associates October 2014 - January 2015
American Enterprise Institute May 2013 - August 2013
Citi December 2011 - March 2012
Reanda Certified Public Accountants June 2011 - July 2011
Skills
CPA Candidate, Microsoft Office, Financial Reporting, Auditing, Corporate Finance, Chartered Financial..., Finance, Accounts Receivable, Tax, Accounts Payable, Financial Statements, Payroll, CPA, Accounting, Financial Accounting, Financial Modeling, Financial Analysis
Education
University of Maryland College Park 2012 — 2013
Master's degree, Accounting
University of Technology, Sydney 2009 — 2012
Bachelor's degree, Management
Shanghai University 2008 — 2012
Bachelor's degree, Accounting
Citi April 2006 - Present
BNY Mellon April 2000 - June 2005
Epicor Software May 1999 - January 2000
Sanofi 1997 - 1999
Public Accounting Firms February 1990 - July 1997
Skills
Risk Management, Information Security, CISA, Business Analysis, Information Technology, Program Management, CISSP, Project Management, Data Analysis, Business Process..., Risk Assessment, ISO 27001, Accounting, Financial Analysis, Financial Reporting, New Business Development, Databases, Business Strategy, Applications Software..., Metrics, Auditing, Security Management, SharePoint, PowerPoint, Process Control, Quality Assurance, User Acceptance Testing, CPA, Iso 9000, SOX 404, Is governance, Technical Writing, Internal Controls, Microsoft Office, MS Excel Pivot Tables, Identity and Access..., Entitlement Management, Functional IDs, Enterprise Architecture, Business Continuity
Education
Seton Hall University
Bachelor of Science (B.S.), Accounting
Cicero Group July 2015 - Present
Washington University in St. Louis January 2015 - Present
Citi Mortgages January 2015 - Present
Schlafly Beer - The Saint Louis Brewery™ September 2014 - December 2014
Morgan Stanley Huaxin Securities February 2014 - May 2014
The Boston Consulting Group July 2013 - January 2014
Shenyin & Wanguo Securities Co. Ltd. May 2013 - July 2013
Citi May 2012 - August 2012
GMAC-SAIC Automotive Finance CO., LTD January 2012 - March 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Bloomberg Terminal, SPSS, Corporate Finance, Investment Banking, Due Diligence, Credit Rating, Economics, Analysis, Financial Modeling, Management, Financial Analysis, Finance, Data Analysis, Valuation
Education
Washington University in St. Louis 2014 — 2015
Master's Degree, Corporate Finance & Invesetment, 3.8/4.0
Shanghai International Studies University 2010 — 2014
Bachelor's Degree, Finance, 3.8/4.0
Citi August 2007 - Present
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Bloomberg, Investment Banking, FX Options, Financial Analysis, Trading Systems, Financial Modeling, Prime Brokerage, Credit Derivatives, Hedge Funds, Business Analysis
Education
Seton Hall University 1998 — 2001
Bachelor of Business Administration (BBA), Finance, General
Aimer Marketing October 2013 - Present
LG Electronics February 2007 - August 2013
LG Electronics April 2001 - February 2007
Citi September 2004 - December 2004
LG Electronics November 2000 - March 2001
Sandy Hill Camp and Retreat Center May 1999 - September 1999
Skills
2010-“MS Office 2003..., 2009-“Management of..., 2009- “Effective..., 2007 – “Effective..., 2007- “Oratory Training..., 2006 - "Product..., Trade Marketing, Marketing Strategy, ATL & BTL management, ROI Optimization, Ability to work in..., Ability to..., Product Marketing, Advertising, Consumer Electronics, Product Development, Event Management, Sponsorship, Competitive Analysis, Management, Product Management, Strategy, B2B, Market Planning, Project Management, Market Analysis, Negotiation, Marketing, Customer Insight, Business Development, Product Launch, Training, New Business Development, Key Account Management, Market Research, Marketing Research, Sales Operations, Marketing Management, Online Marketing, Leadership, Marketing Communications, FMCG, Business Strategy
Education
Seneca College of Applied Arts and Technology 2013 — 2014
Event Marketing-Sport, Art and Entertainment, Postgraduate Program with High Honours.
Saint-Petersburg State Pedagogical University named after Herzen, St. Petersburg, Russia 1996 — 2000
Bachelor's Degree, Faculty of Primary Education and English Language, Major: Pedagogy
Rodengymnasiet, Norrtalje, Sweden 1995 — 1996
High School, Social Sciences
Integrated Financial Engineering March 2012 - Present
Johns Hopkins University January 2009 - Present
Freddie Mac January 2010 - March 2012
Citi October 2009 - January 2010
Fannie Mae September 2007 - August 2009
Renmin University of China July 2009 - July 2009
Fannie Mae September 2004 - August 2007
Fannie Mae January 2001 - August 2004
Freddie Mac June 1999 - September 2000
University of Maryland January 1998 - June 2000
Skills
Credit Risk, Market Risk, Econometric Modeling, Financial Analysis, SAS, Risk Management, Matlab, Monte Carlo Simulation, Credit, Derivatives, Capital Markets, Financial Risk, Economics, Asset Management, Statistics, Financial Modeling, Analytics, Portfolio Management, Analysis, Valuation, Statistical Modeling, Strategy, Predictive Modeling, Management, Research, Investments, Quantitative Analytics, Quantitative Finance, Finance, Big Data, Econometrics, Bloomberg, VBA, Structured Products
Education
University of Maryland College Park 1998 — 2003
Ph.D., Computational Finance
Shanghai Jiao Tong University 1995 — 1997
Master, Electrical Engineering
Xi'an Jiao Tong University 1991 — 1995
Bachelor, Electrical Engineering
Chengdu Shishi Middle school 1985 — 1991
High School, High School/Secondary Diplomas and Certificates
Citi October 2014 - Present
Scotiabank July 2013 - April 2014
The Marketing Store January 2012 - August 2012
CME Offshore October 2009 - August 2011
Belatrix Software Factory September 2008 - October 2009
IBM Canada August 2007 - July 2008
MillenniumCare October 2005 - August 2007
Skills
Regression Testing, Testing, Manual Testing, Databases, SQL, Unix, Linux, Quality Center, Test Planning, Web Applications, User Acceptance Testing, GUI, Web Services, Test Cases, Scrum, ASP.NET MVC, Software Quality..., Test Automation, HP Quality Center
Education
Seneca College of Applied Arts and Technology 2001 — 2004
Computer Programming and Analysis
AMG Funds April 2015 - Present
Citi September 2012 - April 2015
Citi June 2005 - September 2012
Skills
Fund Accounting, Hedge Funds, Fund Administration
Education
Seton Hall University 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Nailide Cement Company November 2012 - February 2013
Citi July 2012 - August 2012
Huishang Industrial Investment Fund management Co. July 2011 - August 2011
Skills
Accounting, Financial Reporting, General Ledger, Microsoft Excel, Microsoft Word, Financial Analysis, Financial Modeling, Budgets, English, Japanese, Customer Service, Windows, Research, Microsoft Office, PowerPoint, Photoshop, Cold Calling, Telecommunications, Teamwork, Outlook, International Sales, Japanese business...
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master's degree, Accounting
University of Technology, Sydney 2009 — 2013
Bachelor of Business, International Business
Shanghai University 2009 — 2013
Bachelor's degree, International Business
Citi April 2015 - Present
NEWGO INC. July 2014 - Present
OOCL (USA ) Inc. December 2012 - June 2013
Skills
Microsoft Office, swimming, Sports, Lifeguarding, Coaching, LOGWARE, SAP-ERP
Education
State University of New York at Buffalo 2013 — 2014
Master of Science (MS), supply chain & operations management
Shanghai Maritime University 2009 — 2013
Bachelor's degree, International shipping management
UL March 2014 - Present
Citi July 2012 - March 2014
Wingate Partners 2010 - 2012
Citi June 2011 - August 2011
Ford Motor Company 2005 - 2010
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Private Equity, Financial Analysis, Capital Markets, Mergers & Acquisitions, Corporate Development, Due Diligence, Equities, Venture Capital, M, Emerging Markets, Business Valuation, Bloomberg, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Finance and Accounting
Shanghai Jiao Tong University 2001 — 2004
Master of Science, Engineering
Ernst & Young October 2012 - Present
Citi August 2011 - October 2012
Morgan Stanley October 2009 - August 2011
Lehman Brothers July 2006 - October 2009
Barclays September 2008 - December 2008
Deloitte & Touche LLP December 2003 - June 2006
Skills
Financial Risk, Financial Accounting, Capital Markets, Financial Reporting, Derivatives, Auditing, Finance, Accounting, Internal Controls, Financial Analysis, Financial Services, US GAAP, Account Reconciliation, Sarbanes-Oxley Act, Investment Banking, Basel II, SEC filings, Corporate Finance, Due Diligence, CPA, Financial Statements, Risk Assessment, Process Improvement, Governance, Equities, Fixed Income, Valuation
Education
Seton Hall University 2001 — 2004
Master of Science, Accounting
Seton Hall University 2001 — 2003
Bachelor of Science, Accounting
Citi October 2011 - Present
Deutsche Bank April 2006 - October 2011
Walek & Associates October 2004 - April 2006
Skills
Crisis Management, Public Affairs, Financial Communications, Media Relations, Investor Relations, Crisis Communications, Strategic Communications, Corporate Communications, Communication Training, Press Releases, Public Relations, Investment Banking, Capital Markets, Asset Management, Equities, Internal Communications, Communications Planning, Fixed Income, Speech Writing, Corporate Social..., Derivatives, Reputation Management, Marketing Communications, Corporate Finance, Hedge Funds, Alternative Investments, Bonds, Financial Markets, Thought Leadership, Strategy, Finance, Series 63
Education
Seton Hall University 2002 — 2004
MA, Corporate and Public Communication
Southern New Hampshire University 1998 — 2002
BA, Communication
Societe Generale September 2010 - Present
Citi February 2007 - September 2010
Pritchard Capital Partners August 2005 - January 2007
Value Line December 2004 - July 2005
Northwest Appraisal Group May 2000 - November 2004
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Equities, Capital Markets, Investment Banking, Fixed Income
Education
Seton Hall University 2003 — 2005
MBA & MS, MBA Finance & MS International Finance / Economics
Seton Hall University 2000 — 2002
BS, Economics
Citi June 2013 - Present
Citi September 2008 - June 2013
Citi July 2007 - September 2008
Citigroup June 2006 - September 2007
M & T Bank May 2005 - May 2006
Walt Disney World August 1999 - December 2000
Skills
Fixed Income, VBA, Modeling, Excel, CCAR, Stress Test, Market Risk, Structured Products, Data Mining, Middle Office, Back Office, Quantitative Analytics, Corporate Finance, Risk Management, Bloomberg, Process Improvement, Account Reconciliation, Financial Modeling, Financial Reporting
Education
State University of New York at Buffalo - School of Management 2004 — 2006
MBA, Finance, Management Information System, International Management
Shanghai International Studies University 1993 — 1997
BA, English, International Commercial Law
Astoria Bank June 2015 - Present
Citi January 2008 - June 2015
Citi 2006 - 2008
Citi 2003 - 2006
Citi 1998 - 2003
Skills
Commercial Banking, Cross-functional Team..., Risk Management, Sales Management, Business Development, Team Leadership, Small Business Lending, Marketing Strategy, Retail Banking, Management, Leadership, Banking, Business Banking, Strategy, Portfolio Management, Financial Analysis, Financial Services, Credit Analysis, Credit
Education
Seton Hall University
Master of Business Administration (MBA), Finance, General
Fairleigh Dickinson University
Bachelor of Science (BS), Business Administration and Management, General
Citi June 2014 - Present
Livingston Int. November 2012 - January 2014
University of New Brunswick January 2010 - July 2012
University of New Brunswick January 2010 - July 2012
Alcatel-Lucent September 2011 - January 2012
CARIS Company September 2010 - December 2010
ParsoftStudio May 2005 - September 2009
Skills
.NET, C#, VB.NET, Java, SQL, Microsoft SQL Server, C++, Matlab, HTML, CSS, UML, Visual Studio, OOP, MS Report, UX, Scrum, TDD, Eclipse, Test Driven Development, PHP, Web Development, Web Applications, Database Design, Databases, Web Services, Agile Methodologies, PL/SQL, Windows, Object Oriented Design, Software Engineering, AJAX, JavaScript, Algorithms, jQuery, XML, Programming, Perl, Software Development, SharePoint, WCF, Design Patterns, User Experience, MySQL, C, Software Design, Subversion, Visual Basic, ASP.NET, LINQ, Computer Science
Education
University of New Brunswick 2010 — 2012
Master, Computer Science
Shahid Beheshti University 2002 — 2008
Bachelor, Software Engineering
Citi August 2015 - Present
Citi April 2012 - Present
Citigroup April 2010 - April 2012
Citigroup 2008 - March 2010
Citibank Singapore Limited August 2007 - 2008
Citibank Singapore Limited 2006 - 2007
General Motors June 2005 - July 2006
Rohm and Haas March 2001 - July 2006
Whirlpool Corporation August 1995 - May 2001
Johnson & Johnson July 1997 - April 2001
Skills
Strategy, Business Planning, Forecasting, Mergers, Start-ups, Strategic Planning, New Business Development, Product Development, Team Leadership, Project Management, Leadership, Restructuring, Analysis, Portfolio Management, Banking, Supply Chain Management, Accounting, Risk Management, Credit Cards, Credit Risk, Mergers & Acquisitions, Strategic Financial..., P&L Management
Education
Shanghai Jiao Tong University 2003 — 2004
Master of Business Administration (M.B.A.), Accounting and Business/Management
Shanghai University of Finance and Economics 1995 — 1997
Bachelor of finance and accounting, Accounting and Finance
Perella Weinberg Partners June 2015 - Present
Silver Pine Partners, LLC April 2015 - June 2015
CapX Partners February 2015 - May 2015
Citi July 2012 - June 2013
Citi July 2010 - July 2012
Cypress Security April 2004 - July 2010
SanDisk June 2009 - August 2009
Skills
Microsoft Excel, Financial Modeling, Economics, PowerPoint, Microsoft Office, Valuation, Financial Analysis, Market Research, Microsoft Word, International Relations, English, Analysis, Due Diligence, Strategic Planning, Forecasting, Investment Banking, Investments, Credit, Start-ups, Corporate Finance, Mergers & Acquisitions, Capital Markets, Bloomberg, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of California, Berkeley, Haas School of Business 2008 — 2010
B.S, Business Administration (emphasis on Finance)
Belarusian State University
B.A, International Relations
Shanghai International Studies University 2001 — 2002
Citi August 2015 - Present
Citi June 2014 - Present
Citi April 2012 - June 2014
Citi February 2011 - April 2012
Skills
Hedge Funds, Derivatives, Equities, Bloomberg, Fixed Income, Economics, Finance, Alternative Investments, Capital Markets, Portfolio Management, Foreign Exchange, Options, Securities, Analysis, Financial Services, CDS, Trading Systems, Financial Analysis, Corporate Actions, Credit Derivatives, Investments, Series 7, Series 63, Investment Banking, Mutual Funds, Commodity, Equity Trading, Swaps, Electronic Trading, Bloomberg Terminal, Bonds, Interest Rate..., Valuation, Financial Markets, Financial Modeling, Interest Rate Swaps, Structured Products, Credit Risk, Financial Risk, FX Options, Trading, Fund Of Funds, Equity Valuation, Equity Derivatives, Middle Office, Corporate Finance, Emerging Markets, Asset Management
Education
Seton Hall University 2006 — 2010
BSB, Finance, Economics, Italian Studies
Citi September 2014 - Present
Brunswick Group February 2004 - August 2014
Hill & Knowlton 1999 - 2004
Education
Seton Hall University 1994 — 2000
BA and MA, Communications
UBS Global Asset Management February 2015 - Present
Citi October 2012 - February 2015
Citi June 2012 - August 2012
Ashland Inc. June 2010 - June 2011
China Development Bank January 2010 - March 2010
China Galaxy Securities August 2009 - September 2009
KPMG China July 2009 - August 2009
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master of Science (MSc), Finance, 3.84
Shanghai University of Finance and Economics 2007 — 2011
Bachelor of Business Administration (B.B.A.), International Accounting, ACCA
Citi December 2013 - Present
NYC Dept. of Small Business Services January 2011 - November 2013
NYC Dept. of Small Business Services January 2008 - January 2011
NYC Dept. of Small Business Services March 2005 - January 2008
NYC Dept. of Small Business Services January 2004 - March 2005
MBAs4NYC 2002 - 2003
Nuance 2000 - 2001
Chase 1996 - 2000
Citibank 1993 - 1996
M.D.R.C. 1991 - 1993
Skills
Program Management, Business Development, Non-profits, Strategy, Project Management, Strategic Planning, Management Consulting, Contract Negotiation, Business Planning, Project Planning, Nonprofits, Public Speaking, Process Improvement, Government, Employee Training, Leadership, Risk Management, Policy, Public Policy, Community Development, Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
M.B.A., Finance/Marketing
Seton Hall University 1987 — 1991
B.S., Mathematics, Computer Science
Citi June 2015 - Present
Girl Scouts of the USA November 2014 - May 2015
David Kessler & Associates, LLC May 2013 - May 2014
Seton Hall Center for Social Justice, Civil Rights and Constitutional Litigation Clinic August 2013 - January 2014
The Honorable Mary H. Smith, New York Supreme Court, 9th Judicial District June 2012 - August 2012
MetLife May 2011 - August 2011
Iron Hound Management Company, LLC June 2010 - August 2010
The Leukemia & Lymphoma Society June 2009 - August 2009
Skills
PowerPoint, Westlaw, Legal Writing, Criminal Law, Legal Research, Civil Litigation, Microsoft Office, Leadership, Public Speaking
Education
Seton Hall University School of Law 2011 — 2014
Juris Doctor
Syracuse University 2007 — 2011
Bachelor of Science, Marketing Management
Citi June 2007 - June 2014
DTCC December 1996 - June 2007
Chase Manhattan Corporation November 1991 - December 1996
Education
Seton Hall University 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Citi January 2015 - Present
SMA Strategy Meets Action August 2014 - December 2014
Nationwide Insurance February 2014 - September 2014
The Ohio State University January 2014 - April 2014
Citi July 2012 - December 2012
Changjiang Securities Company Limited (Ranked 17th Securities Company in China by Revenue in 2013) January 2012 - April 2012
Juntai Janpanese School January 2011 - March 2011
Skills
Statistics, SAS Base, Microsoft Office, Analysis, Corporate Finance, SQL, Teamwork, Research, FRM LEVEL II, Capital IQ, Financial Modeling, Minitab, Forecasting, Valuation, Risk Management, Financial Risk, Investments, Investment Banking, Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Master's in Finance, GPA:3.6
Shanghai University of Finance and Economics 2009 — 2013
Bachelor's degree, Finance, General
Shanghai Foreign Language School 2002 — 2009
Brown Brothers Harriman 2014 - Present
Citi 2007 - 2013
Citi 1993 - 2007
Long Term Credit Bank of Japan 1992 - 1993
Hill Samuel International Banking 1989 - 1991
Skills
FX Options, Foreign Exchange, Options, Business Analysis, Customer Service, Currency, Settlement, Trading, Access, SDLC, Analysis, Treasury, Mutual Funds, Financial Services
Education
Seton Hall University
Bachelor of Arts (BA), Asian Studies/Business Minor, Graduated Cum Laude/Asian Studies Departmental Award
Blackbaud December 2013 - Present
Citi January 2012 - December 2013
Citi May 2009 - December 2011
Mindshare June 2008 - May 2009
Skills
Financial Modeling, Financial Analysis, Statistical Data..., Trend Analysis, Corporate Finance, Essbase, Business Objects, Visual Basic, Operating Budgets, Microsoft Office, PowerPoint, Microsoft Excel, Business Analysis, Financial Reporting, Sales, Forecasting, Analytics, Banking
Education
Seton Hall University 2004 — 2008
Bachelor's degree, Accounting
Bethpage High School
Centerbridge Partners October 2013 - Present
Citi March 2013 - October 2013
Citi Group February 2011 - March 2013
Telesoft Corp. June 2010 - February 2011
Transware May 2006 - July 2006
Skills
Process Improvement, SharePoint, Networking, IT Service Management, Bloomberg, Sales, Vendor Management, Contract Management, Microsoft Office, Financial Analysis, Customer Service, Visio, Business Analysis
Education
Seton Hall University 2005 — 2009
Bachelor's, Economics
PBMares, LLP March 2015 - April 2015
DBS Bank June 2011 - September 2013
Bank of East Asia February 2010 - June 2011
Citi August 2007 - January 2010
HSBC January 2005 - July 2007
Skills
Analysis, English, Microsoft Excel, Customer Service, PowerPoint, Risk Management, Financial Planning, Professional Accounting, Finance, Corporate Treasury, Treasury, Arbitrage, Hedging, Financial Instrument..., FRA, Modeling / Simulation, Monte Carlo Simulation, Rattle and R, Excel Data Analysis, VBA, Access, Research, SAS Programming, ProSystem fx Tax, Financial Analysis, Financial Modeling, Internal Controls, Banking, Corporate Finance, Management, Financial Engineering, Copula, Approximation Algorithms, Algorithms, Matlab, Logistic Regression, Linear Regression, Python, Timing series, Optimization, Bisection, Convergence
Education
The College of William and Mary 2014 — 2015
Master's degree, Accounting, 3.73
Shanghai University of Finance and Economics
Bachelor's degree, Accounting
Syracuse University September 2015 - Present
IMAX International LLC May 2015 - August 2015
Zhongxinghua Certified Public Accountants LLP February 2014 - March 2014
Citi January 2014 - February 2014
Shandong University English Broadcasting Station October 2011 - February 2014
Agricultural Bank of China January 2013 - February 2013
Skills
Tax, Auditing, Microsoft Excel, Accounting, Research, Financial Analysis, Microsoft Word, QuickBooks, Finance, Leadership, Investments, Eviews, Financial Statements, Financial Reporting, ATX, All Orders
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2016
Master of Science in Accounting, Accounting and Related Services, 3.84
Shandong University 2010 — 2014
Bachelor of Science in Economics, Finance, 3.86
University of California, Los Angeles 2013 — 2013
Finance and Management, 4.00
TD July 2015 - Present
Citi July 2013 - Present
Wells Fargo November 2011 - June 2013
Wells Fargo Retail Finance September 2010 - November 2011
Wells Fargo Advisors June 2009 - September 2010
JP Morgan February 2006 - June 2009
Skills
Credit Analysis, Retail Banking, Sales, Credit, Consumer Lending, Small Business Lending, Management, Loans, Banking, Business Development, Customer Service, Finance, Coaching, Financial Services, Leadership, Sales Management, Mortgage Lending, Budgets, Risk Management, Cross Selling
Education
Seminole Community College
Sewanahka High School
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. August 2014 - January 2015
JPMorgan Chase & Co. June 2013 - August 2013
US Securities and Exchange Commission January 2013 - April 2013
Citi September 2012 - December 2012
Skills
Microsoft Excel, Strategic Communications, Time Management, Leadership, Research, Social Networking, Project Management, Computer Proficiency, Performance Attribution, Quantitative Analytics, Data Analysis
Education
Seton Hall University 2010 — 2014
Stillman School of Business 2010 — 2014
Bachelor of Science, Business Administration; Mathematical Finance, 3.8
Citi June 2004 - Present
First Union June 1986 - June 2004
Skills
Banking, Capital Markets, Wealth Management, Securities, Settlement, Fixed Income, Equities, Trading, Asset Management, Financial Services, Portfolio Management, Relationship Management, Microsoft Office
Education
American Institute of Banking 1998 — 1998
Banking Certification, Banking and Financial Support Services
American Institute of Banking 1990 — 1990
Diploma, Banking and Financial Support Services
Seton Hall University 1980 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Seton Hall Prep 1976 — 1980
Diploma, General Studies, 9-12
Target State January 2015 - Present
Army Week Association February 2013 - Present
Citi July 2011 - February 2013
Citi Group October 2010 - July 2011
Sumitomo Mitsui Banking Corporation October 2007 - October 2010
SHURFC September 2002 - May 2008
ABN Amro Bank N.V. January 2007 - October 2007
Swiss American Securities August 2005 - January 2007
Standard Chartered Bank May 2003 - August 2005
Skills
KYC, Financial Risk, Risk Management, AML, Banking, Program Management, Strategic Planning, Due Diligence, Policy, Leadership, Capital Markets, Credit, Management, Non-profits, Fundraising, Operational Risk, Project Management, Nonprofits, Public Speaking, Military, Training, Financial Modeling, Team Building, Project Planning, Government, Change Management, Strategy, Financial Analysis, Budgets, Community, Veterans Affairs, Marketing, Financial Services, Time Management, Process Improvement, Leadership Development, Analysis, Finance, Operational Risk..., Management Consulting, Securities, Mergers & Acquisitions, Investments, Portfolio Management, Equities, Asset Management, Executive Management, Corporate Finance, Hedge Funds, Fixed Income
Education
Seton Hall University 2002 — 2005
Citi August 2013 - Present
Citi June 2012 - August 2012
Firehouse Subs May 2010 - June 2012
Skills
Portuguese native, Spanish, Chinese conversational, Analysis, Financial Reporting, Financial Analysis, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Word, Financial Modeling, Microsoft Office, Market Research, Forecasting, Business Strategy, Strategic Planning, Economics, Marketing, Management, Team Leadership, Teamwork, Finance, Marketing Strategy
Education
University of Miami - School of Business 2011 — 2013
Master of Business Administration, Finance, International Business
University of Florida - Warrington College Of Business 2005 — 2009
Bachelor of Science, Finance, Chinese (Mandarin)
Shanghai University of Finance and Economics 2008 — 2008
Study Abroad, International Finance, Mandarin
Adecco Group April 2015 - Present
BMO Financial Group February 2011 - March 2014
Citi April 2008 - February 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, Outlook, HRIS, Teamwork, Time Management, Microsoft Office, PowerPoint, Public Speaking, English, Windows, Photoshop, Fashion Design, Human Resources, Interpersonal Skills, Applicant Tracking..., Phone Screening, WHIMS, Occupational Health, Talent Acquisition, written and verbal, Organizational Structure, Office Administration, Cash Handling
Education
Seneca College of Applied Arts and Technology 2014 — 2014
Graduate certificate, Human Resources Management - Co-op Porogram
Seneca College of Applied Arts and Technology 2004 — 2006
Law clerk
SLMCS, SLLIS, CDS. August 1997 - Present
St Louis Modern Chinese School August 1997 - October 2014
Bank of America January 2012 - April 2014
Citi August 2005 - September 2011
Skills
Teaching, Loan Origination, Loan Servicing, Home Equity Loans, loan closing, Teaching English as a..., Teaching Adults, teaching Chinese..., Translate Chinese into..., Data Entry, Customer Service, Receptionist Duties, Telephone Skills, Set up accounts, Cutting checks., Billing Process, Client Co-ordination, Microsoft Office
Education
University of Missouri-Kansas City 1986 — 1988
Master's Degree, English Language and Literature/Letters
Shanghai Normal University 1983 — 1986
Master of Arts (M.A.), English Language and Literature/Letters
Beijing Teachers College 1978 — 1982
Bachelor's Degree, English and Education
BBMK Contracting LLC August 2015 - Present
Randstad USA May 2015 - July 2015
RMR Wealth Builders, Inc. February 2013 - November 2014
Citi May 2012 - February 2013
The Essex Group: Summit Financial Resources, Inc. September 2010 - May 2012
Skills
Financial Modeling, Financial Analysis, Investments
Education
Seton Hall University 2007 — 2011
Bachelor of Science in Business Administration (BSBA), Finance
Stillman School of Business Class of 2011 2007 — 2011
Bachelor of Science, Business Administration; Business Finance
Vernon Township High School 2003 — 2007
Credit Suisse June 2012 - Present
Citi July 2010 - June 2012
Credit Suisse July 2005 - July 2010
Goldman Sachs January 1991 - July 2002
Education
Seton Hall University 1996 — 1998
MS, Information Technology
Iona College 1987 — 1991
BBA, Marketing
Citi March 2012 - Present
Providence Healthcare July 2011 - March 2012
Allied International Credit September 2007 - June 2011
Skills
Process Improvement, Credit, System Administration, Sales, Call Center, Customer Service, Call Centers, Loans, Banking, Team Management, Analysis, Risk Management, Business Analysis, Training, Leadership, CRM, Team Leadership, Change Management, Coaching, Time Management, Teamwork, Team Building, Management
Education
Seneca College of Applied Arts and Technology 2006 — 2008
Computer Networking and Technical Support
NETE June 2014 - Present
Citi March 2011 - December 2012
PwC September 2010 - December 2010
Education
Open Source Data Science 2014 — 2016
Master’s Degree, Data Science
The George Washington University 2013 — 2014
Master's Degree, Data Modeling/Warehousing and Database Administration, GPA: 3.7/4.0
Shanghai University 2007 — 2010
Bachelor of Science (B.S.), Computer Science, GPA: 3.0/4.0
Citi March 2014 - Present
Citi June 2014 - October 2014
Citi January 2012 - February 2014
JP Morgan Chase June 2010 - January 2012
Skills
Tax Accounting, Risk Management, Credit Risk, Risk Analysis, Microsoft Office, Auditing, Sarbanes-Oxley Act, Accounting
Education
Seton Hall University 2007 — 2011
Bachelors of Science in Business Administration, Finance
Seton Hall Prep
YMCA of Greater New York June 2012 - August 2012
Citi July 2007 - August 2007
Skills
Financial Reporting, Financial Statements, Accounting, Microsoft Excel, QuickBooks, Bookkeeping, Financial Analysis, Access, Account Reconciliation, Data Entry, Accounts Receivable, Accounts Payable, PowerPoint, Microsoft Word, Time Management, Journal Entries, Cost Accounting, Microsoft Office, Spreadsheets, Cash Flow
Education
Post University 2009 — 2013
Bachelor of Science (BS), Accounting
Seton Hall University 2008 — 2009
D3 Jubilee July 2011 - Present
Silicon Mitus January 2013 - Present
Big Basin Capital February 2014 - November 2014
Zozi June 2012 - March 2014
Gmarket July 2005 - December 2009
Credit Suisse August 2003 - July 2005
Citi May 2000 - December 2002
J Henry Schroder March 1997 - April 2000
Skills
Start-ups, Venture Capital, Financial Analysis, Entrepreneurship, Strategy, Business Development, E-commerce, Strategic Partnerships, Strategic Planning, Business Strategy, Management Consulting, Investment Banking, Investments
Education
London School of Economics and Political Science 1995 — 1996
Master of Science (MS), Accounting and Finance
Seoul National University 1983 — 1987
Bachelor's degree, Business
Citi March 2014 - Present
HSBC July 2012 - October 2013
HSBC June 2011 - July 2012
AllianceBernstein October 2009 - June 2011
Town Sports International Holdings Inc September 2006 - November 2009
Signature Bank & Signature Securities Group April 2001 - August 2006
Quick & Reilly September 2000 - April 2001
Emigrant Savings Bank August 1998 - September 2000
Rebuplic National Bank July 1997 - August 1998
Republic Financial Service Corp March 1996 - July 1997
Skills
Performance Management, Leadership Development, Employee Relations, Recruiting, Project Management, Human Resources, Program Implementation, Program Management, Strategic Planning, Training, Leadership, Onboarding, Instructional Design, Staff Development, Organizational..., Talent Management, Succession Planning, Employee Training, Employee Engagement, Management Development, Organizational..., Workshop Facilitation, Talent Acquisition, Career Development, Training Delivery, Workforce Planning, Executive Coaching, Organizational Design, Hiring, Coaching
Education
Thomas Edison State College
MS, Human Resource Mgmt
Thomas Edison State College
BA, Political Science
Seton Hall University
Mgsr Farrell HS
Manulife February 2015 - Present
Great-West Life November 2007 - February 2015
Manulife Financial 2004 - 2007
Citi 2000 - 2004
Bell 1998 - 2000
Skills
Microsoft Office, Change Management, Mental Health, Disability Insurance, Psychological Assessment, Return to Work Planning, Case Management, Claim, Insurance, Employee Benefits, Time Management
Education
Seneca College of Applied Arts and Technology
Diploma, General Arts and Sciences
York University
Honours Bachelor of Arts (BA), Psychology
Yorkville University
Master of Arts (M.A.), Counselling Psychology
Citi April 2008 - Present
JPMorgan Chase April 1999 - April 2008
Prudential January 1994 - April 1999
US Navy May 1985 - January 1994
Skills
Outsourcing, Negotiations, IT Sourcing, Vendor Management, Procurement, Negotiation, Risk Management, Strategic Sourcing, Strategy, Contract Negotiation, Team Leadership, Business Analysis, Sourcing, Six Sigma, Project Management, Program Management, Leadership, Banking
Education
Seton Hall University 1995 — 1998
MBA
University of Notre Dame 1981 — 1985
BS
Butler High School 1977 — 1981
High School
Citi July 2012 - November 2013
Orbixa October 2006 - July 2012
Fluid Vision Designs September 2004 - September 2007
Skills
E-commerce, Marketing Strategy, Business Development, Project Management, Strategic Planning, Equities, Options Strategies, Algorithm Development, JavaScript, Business Analysis, Risk Management, Team Leadership, Business Intelligence, Investments, Analysis
Education
Seneca College of Applied Arts and Technology 1999 — 2003
Diploma, Computer Systems Networking and Telecommunications
WyndhamWorldWide 2008 - Present
Citi October 1996 - March 2008
ADP September 1997 - June 2006
Education
University of Houston 2003 — 2006
Seneca College of Applied Arts and Technology 1987 — 1990
Electronic Eng Tech, Electronic Eng.
Tyco June 2014 - Present
Citi March 2011 - June 2014
Citi January 2009 - March 2011
Citi April 2004 - January 2009
Citi June 2003 - April 2004
Skills
Risk Management, Vendor Management, SDLC, ITIL, Information Security..., Information Security, Microsoft Office, Business Continuity, Process Improvement, Disaster Recovery, Business Analysis, Banking, Financial Risk, Analytics, Management, Vulnerability Assessment, IT Strategy, Security, Program Management, CISSP, IT Management, Leadership, Analysis, Integration
Education
Seton Hall University 2001 — 2004
Bachelor of Science (B.S.), Business Administration - Concentration in Finance
Citi January 2006 - Present
Citi August 2003 - December 2005
Skills
Fixed Income, Banking, Capital Markets, Investment Banking, Portfolio Management
Education
Shanghai Jiao Tong University
PEF Services LLC October 2010 - Present
PEF Services LLC July 2009 - April 2011
Washington Corner Capital Management, L.P. November 2007 - July 2009
AWSCPA-NJ 2007 - 2009
Citi January 2005 - November 2007
BISYS 2005 - 2007
Rothstein Kass 1993 - 2004
MACED-Mountain Association for Community Economic Development July 1998 - August 1999
Education
Seton Hall University 1989 — 1993
BS, Accounting
Citi July 2012 - Present
Deloitte & Touche April 2010 - July 2012
Fidelity Investments September 2006 - January 2010
Skills
Capital Markets, Series 7, Securities, Equities, Fixed Income, Trading, Trading Systems, Investments, Financial Services, Bloomberg, Derivatives, Hedge Funds, Investment Advisory, Options, Series 63
Education
Seton Hall University 1991 — 1995
Bachelor of Arts (B.A.), Economics
The Provident Bank April 2014 - Present
Sun National Bank December 2012 - April 2014
Citi September 2006 - December 2012
Smith Barney 2004 - 2006
Morgan Stanley 2001 - 2004
Morgan Stanley November 1999 - November 2001
Skills
Credit, Portfolio Management, Risk Management, Private Banking, Series 7, Structured Finance, Credit Analysis, Banking, Capital Markets, Credit Risk, Finance, Loans, Financial Risk, Securities, Commercial Lending, Management
Education
Seton Hall University 1995 — 1999
Bachelor's degree
Internal Revenue Service April 2009 - Present
Citi 2005 - April 2009
PNC 2002 - 2005
Nationwide Financial 2001 - 2002
Merrill Lynch 1995 - 2001
The Ayco Company, L.P., a Goldman Sachs Company 1993 - 1995
Law Firm Experience 1990 - 1993
CPA Firm & Accounting Experience 1981 - 1990
Skills
Financial Analysis, Risk Management, Banking, Accounting, Finance, Financial Reporting, Financial Risk, Internal Controls, Microsoft Office, Financial Services, Internal Audit
Education
Seton Hall University School of Law 1987 — 1991
Doctor of Law (JD), Estate and Trust Law/Tax Law
Villanova University 1975 — 1980
Bachelor of Science (BS), Accounting
BMO Financial Group April 2014 - Present
Patheon Inc. July 2011 - April 2014
Citi 2010 - 2011
Canadian Tire 2009 - 2010
AGF Management Limited May 2007 - April 2009
Meridian Credit Union August 2006 - May 2007
Polyair April 2005 - August 2006
IBM Canada March 2004 - August 2005
Skills
Active Directory, ITIL, IT Service Management, Software Documentation, Technical Support, Servers, Operating Systems, Remedyforce, Networking, Disaster Recovery, Service Delivery, VPN, Help Desk Support, IT Management, Business Analysis, IT Strategy, Integration, Management, Requirements Analysis, SDLC, Team Leadership, Vendor Management
Education
Seneca College of Applied Arts and Technology 2000 — 2003
Computer Networking and Technical Support, Information Technology
US Trust March 2012 - Present
US Trust September 2010 - March 2012
Citi September 2007 - September 2010
Pier 1 Imports September 2005 - September 2007
Skills
Compliance, Banking, Credit, Investments, Asset Management, Mutual Funds
Education
Seton Hall University 2003 — 2007
BS, Economics, Marketing
Citi December 2010 - Present
Deutsche Bank October 2008 - January 2011
Societe Generale January 2005 - October 2008
Moody's October 2002 - December 2004
Objecutive Inc. 2000 - 2002
Skills
Sybase, Fixed Income, Derivatives, Trading Systems, Investment Banking, Equities, Market Data, Capital Markets, Equity Derivatives, Electronic Trading, Credit Derivatives, Market Risk, FX Options, SDLC, VBA, Options, Low Latency, Prime Brokerage, Bloomberg, SQL, Equity Trading, Hedge Funds, Risk Management, Financial Markets, Structured Products, Quantitative Finance
Education
Shanghai University 1994 — 1998
B.S
Citi December 2014 - Present
Bradesco Securities June 2008 - October 2014
Bear Stearns & Company 1997 - 2008
Skills
Capital Markets, Equities, Derivatives, Portfolio Management, Fixed Income, Financial Markets, Trading, Emerging Markets, Investment Banking, Bloomberg, Private Banking, Securities, Investments, Asset Management, Financial Services, Equity Trading, Series 7, Trading Systems, Options, Electronic Trading, Equity Research, Management, Series 63
Education
Seton Hall University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Christian Brothers Academy high school 1988 — 1992
High school, General Studies
Bank of America January 2009 - April 2014
Citi November 2006 - November 2008
Americo March 2000 - April 2006
Farmers Insurance December 1998 - June 1999
Skills
Customer Service, Telephone Skills, Marketing, Finance, Customer Retention
Education
University of Tennessee at Chattanooga 1994 — 1997
M.B.A., Marketing
Sewanee-The University of the South 1988 — 1992
Bachelor of Arts (B.A.), Psychology
GMO May 2012 - Present
Citi June 2009 - May 2012
Skills
VBA, R, KDB, Q, C/C++, SQL, Matlab, Unix Shell Scripting, .NET (VB & C#), Perl, Python, Electronic Trading, Derivatives, Trading
Education
Shanghai Jiao Tong University
Bachelor of Engineering, Mechanical Engineering
University of Minnesota-Twin Cities
Master, Financial Mathematics
Citi 2008 - Present
Citi 2008 - 2010
Education
SUNY New Paltz 1972 — 1975
Bachelor of Arts (BA), English Language and Literature, General
Seton Hall University 1970 — 1971
English Language and Literature, General
Citi June 2009 - Present
Citi December 2007 - May 2009
Citi September 2003 - December 2007
Citi February 1994 - September 2003
Skills
Management, Fixed Income, Financial Modeling, Finance
Education
Shanghai University of Finance and Economics
Economics
SunTrust April 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
Bloomberg May 2010 - May 2012
Citi 2005 - 2010
Morgan Stanley April 2004 - June 2005
Cargill 2003 - 2004
Skills
Quant, Mortgage, Fixed Income, Bloomberg, Derivatives, Risk, Trading, Quantitative Finance, Financial Engineering, Hedging, Financial Modeling, Options, Financial Markets, Capital Markets, VBA, Technical Analysis, Quantitative Modeling, Volatility, Stochastic Calculus, Swaps, Fixed Income Trading, Bonds, Statistical Modeling, Quantitative Analysis, Trading Strategies, Financial Analysis, Rates, Structured Products, Interest Rate..., Quantitative Investing, Market Risk, Mortgage Lending, Financial Risk, Investments, Quantitative Analytics, MBS, Credit Derivatives, Equity Derivatives, Interest Rates
Education
Max Planck Institute, IST, U Conn 1998 — 2001
Post-doctoral researcher, Lecturer, Mathematics
University of Minnesota-Twin Cities 1992 — 1998
PhD, Mathematics
Caltech 1991 — 1992
PhD Course work, Applied Mathematics, 4.0/4.0
Seoul National University
BS/MS, Mathematics
Citi September 2012 - Present
Citi October 2011 - September 2012
Citi October 2010 - October 2011
Citi October 2009 - October 2010
Citi August 2006 - October 2009
The Blue Book Building & Construction Network 2003 - 2006
The Blue Book of Building & Construction 2002 - 2003
Skills
Financial Analysis, Forecasting, Team Building, Project Management, Contract Negotiation, Construction, Microsoft Word, Microsoft Office, Microsoft Excel, Budgets, Strategic Planning, Sales Operations, Customer Service, Program Management..., Real Estate Project..., Program Management..., Staffing Plans, Staffing Coordination, Staffing Analysis, Internal Communications, Communications Planning, Corporate Communications, SharePoint, Operations Management, Real Estate Transactions, PowerPoint, Portfolio Management
Education
Seton Hall University 1997 — 2001
Bachelor of Sciences in Business Administration, Business Management
Citi October 2012 - Present
Citibank June 2006 - October 2012
Citi May 2000 - May 2006
Citi June 1995 - April 2000
Citi September 1990 - March 2000
Citi February 1987 - August 1990
Merrill Lynch August 1984 - January 1987
Skills
Retail Banking, Commercial Banking, Banking, Cross Selling, Credit, Series 7, Commercial Lending, Consumer Lending, Fixed Income, Credit Analysis, Small Business Lending, Loans, Series 63, Portfolio Management, Training, Team Leadership, Superior Client Service, Securities licenses..., Securities, Relationship Management, Financial Services, Branch Banking, Mutual Funds, Mortgage Lending, Financial Risk, Credit Risk, Credit Cards, AML
Education
Seton Hall University 1980 — 1984
Bachelor's degree, finance
Citi March 2014 - Present
Citi January 2013 - March 2014
Citi September 2010 - January 2013
Citi August 2009 - August 2011
BearingPoint August 2004 - July 2007
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MBA
Shanghai Jiao Tong University 2000 — 2004
BBA
Citi February 2011 - Present
Citi 2011 - 2012
Barclays Capital June 2010 - September 2010
China Development Bank December 2008 - April 2009
Roland Berger Strategy Consultants April 2008 - June 2008
Skills
VBA, Quantitative Finance, Equities, Bloomberg, R, Matlab, Equity Derivatives, Finance
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2010
Master, Master of Science in Computational Finance
Shanghai Jiao Tong University 2005 — 2009
Bachelor of Engineering, Information Engineering
BNY Mellon June 2015 - Present
Citi August 2014 - June 2015
Citi January 2012 - July 2014
Citi Hedge Fund Services February 2011 - January 2012
Skills
Financial Analysis, Financial Modeling, Asset Managment, Financial Reporting, Valuation, Hedge Funds, Derivatives, Bloomberg, Corporate Finance, Asset Management, Investment Banking, Equities, Alternative Investments, Analysis, Capital Markets, Finance, Investments, Fixed Income, Management, Portfolio Management, Securities
Education
Seton Hall University 2007 — 2010
Bachelor of Science, Accounting
Citi January 2015 - Present
Verizon Wireless April 2005 - January 2015
KPMG 2001 - 2005
Arthur Andersen LLP 2000 - 2001
Skills
Internal Controls, Internal Audit, Certified Fraud Examiner, Forensic Accounting, Enterprise Risk..., Due Diligence, Corporate Governance, Risk Assessment, Financial Analysis, Financial Reporting, Strategic Planning, Financial Modeling, Hedge Funds, Sarbanes-Oxley Act, Project Management, Accounting, Forecasting, Contract Negotiation, Litigation Support, Managerial Finance, Risk Management, Finance, Mergers & Acquisitions, Auditing
Education
Seton Hall University 2005 — 2008
MBA, Finance
Villanova University 1996 — 2000
BS, Business
Citi March 2014 - Present
Johns Hopkins University July 2013 - December 2013
Johns Hopkins University September 2008 - June 2013
Skills
Matlab, Monte Carlo Simulation, Python, C++, Numerical Analysis, Algorithms, Linux, Bash-Scripting, MPI, Molecular Dynamics, stochastic calculus, parallel computing, Derivatives, Mathematical Modeling, R, LaTeX, Parallel Computing, Data Mining, Mathematica, Statistics
Education
The Johns Hopkins University 2008 — 2013
Doctor of Philosophy (PhD), Computational Materials Science
Shanghai Jiao Tong University 2004 — 2008
Bachelor's degree, Materials Science and Enigneering
KLS Diversified Asset Management LP August 2015 - Present
Linden Advisors June 2011 - July 2015
Citi Hedge Fund Middle Office April 2009 - June 2011
Citi May 2008 - April 2009
Skills
Hedge Funds, Alternative Investments, Financial Services, Bloomberg, Accounting, Middle Office, Capital Markets, Fixed Income, Equities, Financial Analysis, Derivatives, Investment Banking, Investments
Education
Seton Hall University 2004 — 2008
Bachelor of Science, Business Administration; Accounting
Citi July 2013 - Present
DHS ICE HSI October 2012 - July 2013
DHS ICE HSI 2003 - 2012
US Customs Service 1988 - 2003
HHS OIG 1987 - 1988
Skills
Bank Secrecy Act, Enforcement, Private Investigations, Internal Investigations, USA PATRIOT Act, Fraud, Surveillance, AML, Criminal Investigations, Homeland Security, Counterintelligence, Interrogation, Counterterrorism, Criminal Justice, Firearms, Investigation, Physical Security, Crisis Management, Evidence, Federal Law Enforcement, Tactics, Cybercrime, Law Enforcement..., Law Enforcement..., Investigative Reporting, Police, OFAC, Patrol, Criminal Intelligence, Intelligence, Criminal Law, Emergency Management, Workplace Violence, Undercover, Investigative Research, Certified Fraud Examiner, Personal Protection, Executive Protection, Security Operations, National Security, Security Management, Crime Prevention, Computer Forensics, Weapons of Mass..., Intelligence Analysis, Federal Law, Background Checks, Corporate Security, Certified Firearms..., Risk Assessment
Education
Seton Hall University 1982 — 1986
BA, Criminal Justice
Citi 2015 - Present
Park Ridge Police Dept January 2012 - September 2014
Park Ridge Police Department February 2005 - September 2014
Law Office of Matthew W. Eitner, LLC. March 2012 - January 2014
Skills
Investigations, Criminal Law, Law Enforcement, Negotiation, Interrogation, Real Estate Transactions, Technology, Contract Negotiation, Enforcement, Private Investigations, Background Checks, Community Policing, Counterintelligence, Counterterrorism, Courts, Crime Prevention, Criminal Investigations, Criminal Justice, Cybercrime, Emergency Management, Entrepreneurship, Evidence, Executive Protection, Firearms, Fraud, Homeland Security, Police, Start-ups, Computer Forensics, Corporate Security, Crisis Management, Forensic Analysis, Investigation, Law Enforcement..., Patrol, Personal Protection, Physical Security, Protection, Public Safety, Surveillance, Tactics, Self Defense, White Collar Criminal..., Internal Investigations
Education
Seton Hall University School of Law 2001 — 2004
Juris Doctorate, Law
University of Scranton 1996 — 2000
B.S., Criminal Justice
Bergen Catholic
Citi April 2014 - Present
KPMG US July 2013 - March 2014
KPMG October 2011 - June 2013
Siemens September 2010 - August 2011
KPMG Peat Marwick June 2010 - August 2010
Chase Manhattan Corporation September 2008 - April 2010
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Auditing, Business Analysis, Microsoft Office, Microsoft Word, Research, Event Planning, Leadership, Sarbanes-Oxley, OMB Circular A-133, Financial Reporting, Management
Education
Seton Hall University 2007 — 2011
B.A., Accounting and Management Double Major, Non-Profit Studies Minor, 3.45 of 4.00
New Jersey Institute of Technology April 2015 - Present
Seton Hall University August 2014 - March 2015
Seton Hall University June 2012 - May 2014
Museum of the City of New York June 2013 - August 2013
Merchants and Drovers Tavern Museum June 2012 - November 2012
First Class Tutoring February 2012 - May 2012
Citi October 2010 - February 2012
Skills
Project Management, Museum Collections, Volunteer Management, Museum Education, Museums, Public Speaking, Teaching, Event Planning, Customer Service, Archives
Education
Seton Hall University 2012 — 2016
Masters, Museum Professions
University of Delaware 2006 — 2010
Bachelor of Arts (B.A.), History Education
Smithtown High School West
Smithtown High School West
Citi May 2015 - Present
Macmillan June 2011 - May 2015
PPFA January 2011 - June 2011
IBO May 2008 - October 2010
Skills
Financial Analysis, Project Planning, Corporate Finance, Hyperion Enterprise, Forecasting, Microsoft Excel, Strategic Financial..., Financial Modeling, Analysis, Financial Reporting, Data Analysis, Budgets, Accounting, Financial Planning
Education
University of Illinois at Urbana-Champaign 2006 — 2007
Master, Finance
Shanghai University 2002 — 2006
Bachelor, Economics
University of Technology Sydney 2002 — 2006
Bachelor, Business Administration
Northeast Planning Corporation March 2014 - Present
Citi August 1999 - April 2013
Skills
Series 7, Equities, Mutual Funds, Securities, Series 63, Fixed Income, Risk Management, Portfolio Management, Wealth Management, Process Improvement, Investments, Financial Services, Banking, Financial Risk, Vendor Management, Financial Analysis, Operations Management, FINRA, Asset Management, Derivatives, AML
Education
Seton Hall University 1982 — 1986
Bachelors, Business
Deloitte September 2014 - Present
PCAOB May 2013 - August 2013
Schaeffler October 2011 - March 2012
Citi August 2011 - September 2011
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, US GAAP, Auditing, Internal Controls, Microsoft Excel, Financial Modeling, Mandarin, Microsoft Office, Corporate Finance, PowerPoint, Sarbanes-Oxley Act, Microsoft Word, Chinese
Education
University of Southern California
Master's degree, Accounting
Shanghai University of Finance and Economics 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Universität zu Köln / University of Cologne 2010 — 2011
Exchange Student, WISO ( Business Management)
Farmers Insurance June 2001 - Present
Citi January 1990 - 2001
Skills
Sales Management, Insurance, Sales, Property & Casualty..., Customer Service, New Business Development, Negotiation, Call Centers, Training, Customer Retention, Customer Satisfaction, Direct Sales, Finance, Process Improvement, Leadership, CRM, Management, Strategic Planning
Education
Sewanee-The University of the South
Certified EFM Mentor, Religion/Religious Studies
TD Bank Group January 2012 - Present
Citi June 2011 - December 2011
Citi October 2007 - May 2011
Skills
Financial Services, Vendor Management, SDLC, Business Analysis, Banking, Business Requirements, Requirements Analysis, ITIL, User Acceptance Testing, Disaster Recovery, Risk Management, Visio, SQL, Software Documentation, Capital Markets
Education
Trent University 2005 — 2007
Honours Bachelor of Science in Computer Science
Seneca College of Applied Arts and Technology 2002 — 2005
Computer Programming & Analysis
Justditto Inc. April 2015 - Present
Line Euro-Americas Corp. August 2013 - September 2014
Samsung Electronics February 2010 - June 2013
Citi May 2005 - December 2007
Sunny Hills ADHC August 2004 - April 2005
Skills
Global Marketing, Marketing Strategy, Marketing Management, Strategic Planning, Project Management, Human Resources, Recruiting, Brand Management, Marketing
Education
Seoul National University 2008 — 2009
Global MBA
University of California, Berkeley 2000 — 2004
B.A., Psychology
Citigroup September 2013 - Present
Citigroup January 2010 - September 2013
Citi June 2001 - January 2010
PaineWebber July 2000 - June 2001
Prudential Healthcare February 1997 - July 2000
Skills
Risk Management, Corporate Finance, Financial Analysis, Financial Modeling, Middle Office, Banking, Equities, Fixed Income, Liquidity Management, Business Analysis, Strategic Financial..., Securities, Trading Systems, Finance, Financial Reporting, Analysis, Accounting
Education
Seton Hall University 1990 — 1994
Bachelor of Science, Finance
Scotiabank 2008 - 2011
Allanson International 2005 - 2008
Citi 2002 - 2004
Citi 1999 - 2001
Skills
Fluent in Spanish and..., Communications Skills, Computer/Technical..., Adaptability, Interpersonal Abilities, Leadership/Management..., Teamwork, Honesty/Integrity, Integrated Marketing, Marketing Communications, Sales
Education
Seneca College of Applied Arts and Technology 2005 — 2006
Marketing Management Post Graduate Diploma Program
Universidad Catolica Argentina 1996 — 2003
BA in Business Administration
Morgan Stanley August 2004 - Present
Wachovia Securities July 2003 - August 2004
Prudential Financial December 2000 - June 2003
Prudential Financial December 1995 - November 2000
Prudential Financial April 1990 - December 1995
Citi May 1989 - March 1990
Drexel Burnham Lambert June 1986 - June 1989
Education
Seton Hall University 1982 — 1986
Bachelor of Science (BS), Business Management and Industrial Relations
Giant Disposal Ltd 2012 - Present
Citi January 2007 - July 2012
CGI January 2001 - July 2007
Skills
Sales Operations, Sales Management, Waste Management, Waste to Energy, Customer Service, Microsoft Office, Contract Negotiation, Real Estate Transactions, Business Analysis, Change Management, Forecasting
Education
Seneca College of Applied Arts and Technology 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Citi December 2005 - Present
CITI 2005 - 2009
Skills
Data Warehousing, SDLC, Data Modeling, ETL, SQL, Microsoft SQL Server, Oracle, Business Intelligence, Databases, Database Design, Disaster Recovery, Sybase, Linux, Unix
Education
Seton Hall University 1992 — 1995
Master of Business Administration (MBA), Management Information Systems and Services, B+
Pb University- PB India 1985 — 1990
MS, Mathematics, A
Citi October 2006 - Present
The Reserve August 2005 - October 2006
DA2 Consulting LLC June 2000 - July 2005
InvestLink Technologies January 1998 - June 2000
Union Bank of Switzerland June 1993 - December 1997
Equitable Capital June 1989 - June 1993
Bank Bumi Daya March 1987 - June 1989
Skills
Project Management, Quality Assurance, Business Analysis, System Conversion, RFP, Business Objects, Quality Center, Software Project..., Business Requirements
Education
Seton Hall University 1995 — 1998
Master of Business Administration (M.B.A.), Information Systems
University of Maryland College Park 1982 — 1986
Bachelor of Arts (BA), Economics
RBC Investor Services December 2005 - Present
Macrotech Computers 1996 - 2005
Citi May 1994 - August 1994
Skills
Microsoft Excel, Microsoft Word, MPower, Access, Windows, Apple Numbers, iOS, Adobe Acrobat, Outlook, FTP software
Education
Seneca College of Applied Arts and Technology 1992 — 1995
Accounting and Finance
RGP August 2013 - Present
McGraw Hill Financial April 2013 - August 2013
Bank of America June 2012 - January 2013
Johnson & Johnson November 2011 - June 2012
Citi January 2011 - November 2011
Ralph Lauren March 2008 - January 2011
Skills
Project Management, Business Analysis, Change Management, Business Process..., Vendor Management, Client Relations Skills, Risk Management, Resource Management, Strategic Planning, Performance Management, Quality Assurance, Release Management, HRIS, Consulting, Six Sigma, SDLC, CCAR (Comprehensive..., Dodd-Frank, UAT Coordination, Regulatory Requirements, Cross-functional Team..., PMO
Education
Seton Hall University 2000 — 2001
Master of Business Administration (MBA)
Seton Hall University 1997 — 2000
Bachelor of Science (B.S.), Management Information Systems, General