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.
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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
Employee
Years
Job
Industry
Alexandra Crouse Alexandra Crouse's Citi Experience June 2014 - Present
Job Student at Tulane University
Industry Financial Services
Experience
Citi June 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Investment Research, Financial Modeling, Financial Analysis, Corporate Finance, Business Modeling, Microsoft Word, PowerPoint
Education
Tulane University 2010 — 2014
Bachelor of Science (BS), Finance, General
Citi June 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Investment Research, Financial Modeling, Financial Analysis, Corporate Finance, Business Modeling, Microsoft Word, PowerPoint
Education
Tulane University 2010 — 2014
Bachelor of Science (BS), Finance, General
Rayne Campbell's Citi Experience November 2006 - January 2011
Job Project Specialist at Fannie Mae
Industry Banking
Experience
Fannie Mae January 2015 - Present
Carlisle & Gallagher Consulting Group August 2014 - December 2014
Nationstar Mortgage July 2013 - March 2014
Carlisle & Gallagher Consulting Group July 2012 - January 2013
JPMorgan Chase July 2011 - July 2012
Bank of America January 2011 - July 2011
Citi November 2006 - January 2011
Skills
Quality Assurance, Business Analysis, Process Improvement, Business Process..., Risk Management
Education
Tyler Junior College
Associate of Science (AS), Business Administration and Management, General
Fannie Mae January 2015 - Present
Carlisle & Gallagher Consulting Group August 2014 - December 2014
Nationstar Mortgage July 2013 - March 2014
Carlisle & Gallagher Consulting Group July 2012 - January 2013
JPMorgan Chase July 2011 - July 2012
Bank of America January 2011 - July 2011
Citi November 2006 - January 2011
Skills
Quality Assurance, Business Analysis, Process Improvement, Business Process..., Risk Management
Education
Tyler Junior College
Associate of Science (AS), Business Administration and Management, General
Elliot Bishow Elliot Bishow's Citi Experience July 2015 - Present
Job Investment Banking Associate at Citi
Industry Investment Banking
Experience
Citi July 2015 - Present
PA Consulting Group August 2010 - May 2013
Huron Consulting Group September 2008 - August 2010
Skills
Electric Vehicles, Energy, Energy Efficiency, Nuclear, Financial Modeling, Solar, Valuation, Management Consulting, Analysis, Management, Finance, Portfolio Management, Investment Banking, Due Diligence
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
New York University - Leonard N. Stern School of Business 2004 — 2008
BS, Finance, IS
South Eugene High
Citi July 2015 - Present
PA Consulting Group August 2010 - May 2013
Huron Consulting Group September 2008 - August 2010
Skills
Electric Vehicles, Energy, Energy Efficiency, Nuclear, Financial Modeling, Solar, Valuation, Management Consulting, Analysis, Management, Finance, Portfolio Management, Investment Banking, Due Diligence
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
New York University - Leonard N. Stern School of Business 2004 — 2008
BS, Finance, IS
South Eugene High
Uyen Tang Uyen Tang's Citi Experience August 2003 - September 2004
Job Founder and CEO at STYLECABLE
Industry Retail
Experience
STYLECABLE April 2013 - Present
Booz Allen Hamilton January 2013 - April 2013
Booz Allen Hamilton September 2010 - December 2012
U.S. Department of State January 2005 - January 2008
Citi August 2003 - September 2004
Skills
Foreign Policy, International..., International Relations, Policy Analysis, Economics, Financial Modeling, Social Entrepreneurship, Stata, Public Policy, Mandarin, Government, Management Consulting, Corporate Finance, Program Management, Capacity Building, Policy, Politics, NGOs, Spanish, Emerging Markets, Innovation Consulting, Business Strategy, Venture Capital, Strategic Consulting, Entrepreneurship, Corporate Development, Strategy, Private Equity, Valuation, Mergers & Acquisitions, Due Diligence
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Management
Tufts University 1999 — 2003
BA, Economics, International Relations
Manheim Township High School 1996 — 1999
STYLECABLE April 2013 - Present
Booz Allen Hamilton January 2013 - April 2013
Booz Allen Hamilton September 2010 - December 2012
U.S. Department of State January 2005 - January 2008
Citi August 2003 - September 2004
Skills
Foreign Policy, International..., International Relations, Policy Analysis, Economics, Financial Modeling, Social Entrepreneurship, Stata, Public Policy, Mandarin, Government, Management Consulting, Corporate Finance, Program Management, Capacity Building, Policy, Politics, NGOs, Spanish, Emerging Markets, Innovation Consulting, Business Strategy, Venture Capital, Strategic Consulting, Entrepreneurship, Corporate Development, Strategy, Private Equity, Valuation, Mergers & Acquisitions, Due Diligence
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Management
Tufts University 1999 — 2003
BA, Economics, International Relations
Manheim Township High School 1996 — 1999
Marcus McFarland's Citi Experience September 2008 - November 2010
Job Collections at Southwest Credit Systems, L.P.
Industry Financial Services
Experience
Southwest Credit Systems, L.P. August 2012 - Present
Tommy Hilfiger Store January 2008 - Present
Citi September 2008 - November 2010
Citi Financial September 2008 - November 2010
Tommy Hilfiger May 2008 - August 2008
The Container Store January 2007 - January 2008
FedEx Freight January 2006 - January 2006
Skills
Customer Service, Collections, Sales Management, Warehousing, Supervising, Cash Management, Cashiering, Forklift Operator, Call Centers, Retail, Data Entry, Loss Prevention
Education
Tyler Junior College 2003 — 2004
N/A, Business Administration and Management, General
John Tyler High School
High School Diploma
Southwest Credit Systems, L.P. August 2012 - Present
Tommy Hilfiger Store January 2008 - Present
Citi September 2008 - November 2010
Citi Financial September 2008 - November 2010
Tommy Hilfiger May 2008 - August 2008
The Container Store January 2007 - January 2008
FedEx Freight January 2006 - January 2006
Skills
Customer Service, Collections, Sales Management, Warehousing, Supervising, Cash Management, Cashiering, Forklift Operator, Call Centers, Retail, Data Entry, Loss Prevention
Education
Tyler Junior College 2003 — 2004
N/A, Business Administration and Management, General
John Tyler High School
High School Diploma
JIAMENG CHEN's Citi Experience July 2009 - August 2009
Job Data Analyst at BrightScope
Industry Financial Services
Experience
BrightScope October 2014 - Present
Estella Marie Agency September 2014 - October 2014
Chengdu Brilliant Futures Co. Ltd October 2012 - January 2013
Bank of Ningbo July 2012 - August 2012
Citi July 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Financial Modeling, Energy, Bloomberg, International Trade, Microsoft Office, MySQL, Fixed Income, Vlookup, Macro, Mutual Funds, Separately Managed..., SWOT analysis, Option Pricing Models, Risk Management, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master's degree, Finance, General; Energy, 3.758/4
Zhejiang University of Finance & Economics 2009 — 2013
Bachelor's degree, International Economics and Trade, 3.85/4
BrightScope October 2014 - Present
Estella Marie Agency September 2014 - October 2014
Chengdu Brilliant Futures Co. Ltd October 2012 - January 2013
Bank of Ningbo July 2012 - August 2012
Citi July 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Financial Modeling, Energy, Bloomberg, International Trade, Microsoft Office, MySQL, Fixed Income, Vlookup, Macro, Mutual Funds, Separately Managed..., SWOT analysis, Option Pricing Models, Risk Management, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master's degree, Finance, General; Energy, 3.758/4
Zhejiang University of Finance & Economics 2009 — 2013
Bachelor's degree, International Economics and Trade, 3.85/4
Daniel Kim Daniel Kim's Citi Experience January 2014 - Present
Job Associate at Citi
Industry Financial Services
Experience
Citi January 2014 - Present
UCLA Office of Intellectual Property November 2011 - March 2013
MS Capital February 2011 - June 2011
LPL Financial October 2010 - February 2011
ExxonMobil February 2010 - June 2010
ExxonMobil June 2009 - February 2010
ExxonMobil February 2006 - June 2009
Skills
Financial Statement..., Team Leadership, Project Management, Strategic Consulting, Financial Modeling, Market Research, Feasibility Studies, Intellectual Property, Investment Research, Investment Banking, Equities, Chemical Process..., Foreign Languages, Generic Programming, Technical Writing, Technical Presentations, Public Speaking, Big-picture Thinking, Cultural Sensitivity, Corporate Finance, Entrepreneurship, Finance, Due Diligence, Analysis, Strategy, Valuation, Financial Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2013
MBA, Finance & Entrepreneurship
University of California, Berkeley 2000 — 2005
B.S., Chemical Engineering
Citi January 2014 - Present
UCLA Office of Intellectual Property November 2011 - March 2013
MS Capital February 2011 - June 2011
LPL Financial October 2010 - February 2011
ExxonMobil February 2010 - June 2010
ExxonMobil June 2009 - February 2010
ExxonMobil February 2006 - June 2009
Skills
Financial Statement..., Team Leadership, Project Management, Strategic Consulting, Financial Modeling, Market Research, Feasibility Studies, Intellectual Property, Investment Research, Investment Banking, Equities, Chemical Process..., Foreign Languages, Generic Programming, Technical Writing, Technical Presentations, Public Speaking, Big-picture Thinking, Cultural Sensitivity, Corporate Finance, Entrepreneurship, Finance, Due Diligence, Analysis, Strategy, Valuation, Financial Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2013
MBA, Finance & Entrepreneurship
University of California, Berkeley 2000 — 2005
B.S., Chemical Engineering
Jim Ely Jim Ely's Citi Experience 2003 - 2013
Job Director of Wealth Management
Industry Financial Services
Experience
Wedbush Securities August 2014 - Present
Citi 2003 - 2013
Nationwide Insurance 2002 - 2002
Sanwa Bank California 1993 - 2002
Education
UCLA Anderson School of Management
Wedbush Securities August 2014 - Present
Citi 2003 - 2013
Nationwide Insurance 2002 - 2002
Sanwa Bank California 1993 - 2002
Education
UCLA Anderson School of Management
Xavier brown Xavier brown's Citi Experience August 2013 - March 2014
Job IT Support Specialist at Dealertrack Technologies
Industry Computer Software
Experience
Dealertrack Technologies December 2014 - Present
Edmentum March 2014 - November 2014
Citi August 2013 - March 2014
AAA December 2011 - August 2013
Storkland August 2005 - April 2011
Skills
Microsoft Excel, PHP, HTML, Windows, Access, Analysis, Management, Sales, SAP, Negotiation, Customer Service, Leadership, Team Building, Finance, Microsoft Office, Process Improvement, PowerPoint, Strategic Planning, Visio, CRM, Databases, Troubleshooting
Education
University of North Texas 2014 — 2015
Bachelor of Business Administration (B.B.A.)
Present Richland College 2011 — 2013
Business Administration/Supply Chain Management
Tyler Junior College 2005 — 2008
Computer Science
Dealertrack Technologies December 2014 - Present
Edmentum March 2014 - November 2014
Citi August 2013 - March 2014
AAA December 2011 - August 2013
Storkland August 2005 - April 2011
Skills
Microsoft Excel, PHP, HTML, Windows, Access, Analysis, Management, Sales, SAP, Negotiation, Customer Service, Leadership, Team Building, Finance, Microsoft Office, Process Improvement, PowerPoint, Strategic Planning, Visio, CRM, Databases, Troubleshooting
Education
University of North Texas 2014 — 2015
Bachelor of Business Administration (B.B.A.)
Present Richland College 2011 — 2013
Business Administration/Supply Chain Management
Tyler Junior College 2005 — 2008
Computer Science
Ariel Regatky Ariel Regatky's Citi Experience January 2015 - Present
Job Managing Director at Citi
Industry Human Resources
Experience
Citi January 2015 - Present
Skills
Performance Management, Employee Engagement, 360 Feedback, Business Strategy, Change Management, Conflict Resolution, Culture Change, Human Resources, Leadership, Leadership Development, Organizational Design, Organizational..., Organizational..., Recruiting, Succession Planning, Talent Management, Executive Management, HRIS, Management, Mergers, Personnel Management, Program Management, Strategic Planning, Strategy
Education
Universidad de 'San Andrés' 1996 — 2000
Posgraduate Studies, NGO Management
FLACSO
Master, Sociology
ORT
Media and Communication
TUI University
BA, Social Sciences
University of Buenos Aires
Business Administration
Citi January 2015 - Present
Skills
Performance Management, Employee Engagement, 360 Feedback, Business Strategy, Change Management, Conflict Resolution, Culture Change, Human Resources, Leadership, Leadership Development, Organizational Design, Organizational..., Organizational..., Recruiting, Succession Planning, Talent Management, Executive Management, HRIS, Management, Mergers, Personnel Management, Program Management, Strategic Planning, Strategy
Education
Universidad de 'San Andrés' 1996 — 2000
Posgraduate Studies, NGO Management
FLACSO
Master, Sociology
ORT
Media and Communication
TUI University
BA, Social Sciences
University of Buenos Aires
Business Administration
Andy Couchman Andy Couchman's Citi Experience September 2011 - July 2013
Job Infantry Officer, Entrepreneur and Investor
Industry Military
Experience
Army National Guard July 2013 - Present
Eagle Team Ventures, LLC December 2012 - Present
Army National Guard 2009 - Present
Citi September 2011 - July 2013
Citi June 2010 - August 2010
US Army 2006 - 2009
United States Air Force 2004 - 2006
Skills
Military Experience, Equities Trading, Equity Trading, Risk Management
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
Master of Business Administration (MBA)
United States Air Force Academy 2000 — 2004
Bachelor of Science (BS), Economics/Mathematics
Army National Guard July 2013 - Present
Eagle Team Ventures, LLC December 2012 - Present
Army National Guard 2009 - Present
Citi September 2011 - July 2013
Citi June 2010 - August 2010
US Army 2006 - 2009
United States Air Force 2004 - 2006
Skills
Military Experience, Equities Trading, Equity Trading, Risk Management
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
Master of Business Administration (MBA)
United States Air Force Academy 2000 — 2004
Bachelor of Science (BS), Economics/Mathematics
Jeff Gannon Jeff Gannon's Citi Experience February 1999 - December 2001
Job Senior Software Engineer at Google
Industry Computer Software
Experience
Google February 2015 - Present
Amazon October 2014 - February 2015
Amazon July 2013 - October 2014
Neudesic September 2012 - July 2013
Hello World! Solutions INC December 2001 - January 2013
BlendAbout, Inc. October 2009 - December 2011
JET Media Group January 2010 - March 2011
Citi February 1999 - December 2001
Skills
C#, VB.NET, Microsoft SQL Server, ASP.NET, AJAX, C++, ASP.NET MVC, jQuery, IIS, JavaScript, WCF, Windows Azure, SQL Azure, Web Services, Windows Services, XML, Software Development
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
UCLA 1996 — 2000
Bachelor of Science (BS), Computer Science
Google February 2015 - Present
Amazon October 2014 - February 2015
Amazon July 2013 - October 2014
Neudesic September 2012 - July 2013
Hello World! Solutions INC December 2001 - January 2013
BlendAbout, Inc. October 2009 - December 2011
JET Media Group January 2010 - March 2011
Citi February 1999 - December 2001
Skills
C#, VB.NET, Microsoft SQL Server, ASP.NET, AJAX, C++, ASP.NET MVC, jQuery, IIS, JavaScript, WCF, Windows Azure, SQL Azure, Web Services, Windows Services, XML, Software Development
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
UCLA 1996 — 2000
Bachelor of Science (BS), Computer Science
Stephanie Apple's Citi Experience October 2009 - January 2012
Job Executive Administrative Assistant for Assisted Living
Industry Executive Office
Experience
Appalachain Christain Village June 2015 - Present
Kelly Services November 2005 - February 2015
American Cancer Society May 2013 - October 2013
Citi October 2009 - January 2012
Snap On Tools December 2005 - June 2006
Governors Inn Retirement March 2003 - March 2005
Skills
Training, Human Resources, Customer Service, Microsoft Excel, Organizational..., Microsoft Office, Employee Relations, Recruiting, Interviews, Team Building, Leadership Development, Outlook, Data Entry, New Hire Orientations, Talent Acquisition, Temporary Placement, Employee Benefits, Performance Management, HRIS, PeopleSoft, Technical Recruiting, Employee Training, Resume Writing, HR Policies, Hiring, Screening, Cold Calling, Executive..., Facilitation, Leadership, Strategic Planning, Organizational..., Notary Public, Curriculum Development, SWOT analysis, Employment..., Capital Projects, Invoicing, Budgeting, Punch Lists, Board of Directors, Assisted Living..., Executive Calendar..., Prezi, PowerPoint, Blackbaud/Raiser's Edge, Email
Education
Tusculum College 2014 — 2016
Master’s Degree, Human Resource Development
Tusculum College 2011 — 2014
Bachelor's Degree, Human Resources Management/Personnel Administration, General
Northeast State Technical Community College 2001 — 2003
Associate's degree, Legal Assistant/Paralegal
Appalachain Christain Village June 2015 - Present
Kelly Services November 2005 - February 2015
American Cancer Society May 2013 - October 2013
Citi October 2009 - January 2012
Snap On Tools December 2005 - June 2006
Governors Inn Retirement March 2003 - March 2005
Skills
Training, Human Resources, Customer Service, Microsoft Excel, Organizational..., Microsoft Office, Employee Relations, Recruiting, Interviews, Team Building, Leadership Development, Outlook, Data Entry, New Hire Orientations, Talent Acquisition, Temporary Placement, Employee Benefits, Performance Management, HRIS, PeopleSoft, Technical Recruiting, Employee Training, Resume Writing, HR Policies, Hiring, Screening, Cold Calling, Executive..., Facilitation, Leadership, Strategic Planning, Organizational..., Notary Public, Curriculum Development, SWOT analysis, Employment..., Capital Projects, Invoicing, Budgeting, Punch Lists, Board of Directors, Assisted Living..., Executive Calendar..., Prezi, PowerPoint, Blackbaud/Raiser's Edge, Email
Education
Tusculum College 2014 — 2016
Master’s Degree, Human Resource Development
Tusculum College 2011 — 2014
Bachelor's Degree, Human Resources Management/Personnel Administration, General
Northeast State Technical Community College 2001 — 2003
Associate's degree, Legal Assistant/Paralegal
Joseph Franciskovich Joseph Franciskovich's Citi Experience July 2007 - September 2008
Job Director at Steel Partners / Steel Sports
Industry Investment Banking
Experience
Steel Partners / Steel Sports July 2012 - Present
Platinum Equity May 2010 - April 2012
Houlihan Lokey October 2009 - May 2010
Booz & Company December 2008 - September 2009
Citi July 2007 - September 2008
Piper Jaffray June 2006 - August 2006
United States Air Force August 2002 - June 2006
Skills
Accounting, Process Management, Private Equity, Financial Modeling, Mergers, Corporate Carveouts, Distressed M&A, Operational Due..., Leveraged Finance, Corporate Law, Due Diligence, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2007
MBA, Finance
United States Air Force Academy 1998 — 2002
BS, Legal Studies/General Engineering
Steel Partners / Steel Sports July 2012 - Present
Platinum Equity May 2010 - April 2012
Houlihan Lokey October 2009 - May 2010
Booz & Company December 2008 - September 2009
Citi July 2007 - September 2008
Piper Jaffray June 2006 - August 2006
United States Air Force August 2002 - June 2006
Skills
Accounting, Process Management, Private Equity, Financial Modeling, Mergers, Corporate Carveouts, Distressed M&A, Operational Due..., Leveraged Finance, Corporate Law, Due Diligence, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2007
MBA, Finance
United States Air Force Academy 1998 — 2002
BS, Legal Studies/General Engineering
Vanessa Zhang's Citi Experience June 2015 - August 2015
Job Corporate Banking Summer Analyst at Citi
Industry Financial Services
Experience
Kappa Alpha Theta December 2014 - Present
Citi June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Course Hero, Inc. October 2013 - January 2014
Hendershot Financial Group June 2013 - August 2013
Montgomery County Circuit Court August 2010 - October 2011
HooverLaw, LLC June 2011 - August 2011
Skills
Microsoft Excel, Interpersonal Skill, Microsoft Office, Leadership, Public Speaking, Social Media, Research, Marketing, Analysis, Microsoft Word, Editing, Customer Service, Event Planning, Fundraising, Data Analysis, Teamwork
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Economics and International Relations Double Major
Our Lady of Good Counsel High School 2009 — 2012
Kappa Alpha Theta December 2014 - Present
Citi June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Course Hero, Inc. October 2013 - January 2014
Hendershot Financial Group June 2013 - August 2013
Montgomery County Circuit Court August 2010 - October 2011
HooverLaw, LLC June 2011 - August 2011
Skills
Microsoft Excel, Interpersonal Skill, Microsoft Office, Leadership, Public Speaking, Social Media, Research, Marketing, Analysis, Microsoft Word, Editing, Customer Service, Event Planning, Fundraising, Data Analysis, Teamwork
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Economics and International Relations Double Major
Our Lady of Good Counsel High School 2009 — 2012
Ji Ma Ji Ma's Citi Experience December 2012 - January 2013
Job Equity Research Analyst at GF Securities
Industry Financial Services
Experience
GF Securities August 2015 - Present
RE/MAX February 2015 - Present
Cultura Animi September 2014 - December 2014
HSBC March 2013 - June 2013
Citi December 2012 - January 2013
Industrial and Commercial Bank of China June 2010 - August 2010
Skills
Investment Banking, Commercial Banking, Credit Analysis, Bloomberg Terminal, Corporate Finance, Syndications, Data Analysis, Microsoft Excel, MS Excel Pivot Tables, DCF Valuation, Financial Analysis, Financial Modeling
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master, Banking, Corporate, Finance, and Securities Law
University of Iowa 2008 — 2012
GF Securities August 2015 - Present
RE/MAX February 2015 - Present
Cultura Animi September 2014 - December 2014
HSBC March 2013 - June 2013
Citi December 2012 - January 2013
Industrial and Commercial Bank of China June 2010 - August 2010
Skills
Investment Banking, Commercial Banking, Credit Analysis, Bloomberg Terminal, Corporate Finance, Syndications, Data Analysis, Microsoft Excel, MS Excel Pivot Tables, DCF Valuation, Financial Analysis, Financial Modeling
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master, Banking, Corporate, Finance, and Securities Law
University of Iowa 2008 — 2012
Tope Owoyemi Tope Owoyemi's Citi Experience June 2011 - February 2013
Job AML Compliance Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Citi June 2011 - February 2013
Goldman Sachs July 2010 - January 2011
Royal Bank of Scotland October 2009 - April 2010
Paul, Weiss, Rifkind, Wharton & Garrison LLP March 2004 - July 2009
Boston Public Schools January 2002 - June 2003
Deloitte & Touche February 2000 - June 2000
Skills
Litigation, Due Diligence, Securities, Commercial Litigation, Research, Finance, Legal Writing, Risk Management, Management, Financial Services, Mergers & Acquisitions, Financial Modeling, Corporate Law, Equities, Banking
Education
Tufts University 1997 — 2001
International Relations, Economics, Political Science, Latin American Studies
University College London, U. of London 1999 — 2000
Geography, Economics
JPMorgan Chase March 2014 - Present
Citi June 2011 - February 2013
Goldman Sachs July 2010 - January 2011
Royal Bank of Scotland October 2009 - April 2010
Paul, Weiss, Rifkind, Wharton & Garrison LLP March 2004 - July 2009
Boston Public Schools January 2002 - June 2003
Deloitte & Touche February 2000 - June 2000
Skills
Litigation, Due Diligence, Securities, Commercial Litigation, Research, Finance, Legal Writing, Risk Management, Management, Financial Services, Mergers & Acquisitions, Financial Modeling, Corporate Law, Equities, Banking
Education
Tufts University 1997 — 2001
International Relations, Economics, Political Science, Latin American Studies
University College London, U. of London 1999 — 2000
Geography, Economics
Amy Palmieri Amy Palmieri's Citi Experience January 2013 - May 2015
Job Manager, Marketing Strategy and Analysis at SapientNitro
Industry Marketing and Advertising
Experience
SapientNitro May 2015 - Present
Citi January 2013 - May 2015
OgilvyOne February 2011 - December 2012
Digitas August 2007 - February 2011
Skills
Social Media Marketing, Marketing, Strategy, Advertising, Online Advertising, Marketing Strategy, Integrated Marketing
Education
Tufts University 2003 — 2007
BA, Economics
SapientNitro May 2015 - Present
Citi January 2013 - May 2015
OgilvyOne February 2011 - December 2012
Digitas August 2007 - February 2011
Skills
Social Media Marketing, Marketing, Strategy, Advertising, Online Advertising, Marketing Strategy, Integrated Marketing
Education
Tufts University 2003 — 2007
BA, Economics
Nate Costello's Citi Experience June 2015 - Present
Job Sales and Trading Commodities Analyst
Industry Financial Services
Experience
Citi June 2015 - Present
Seeking Alpha May 2014 - May 2015
Citi June 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
CIT June 2013 - August 2013
OSG Ship Management July 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Statistics, Bloomberg, Corporate Finance, Microsoft Word, Investments, Valuation, Equity Research, Public Speaking, Access, Equities, Trading, Investment Banking, Technical Analysis, Portfolio Management, Research, ThomsonOne, Capital IQ, Finance, Financial Analysis, Commodity Markets
Education
Tulane University 2011 — 2015
Bachelor of Science (BS), Finance and Math
Shenendehowa High School
Citi June 2015 - Present
Seeking Alpha May 2014 - May 2015
Citi June 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
CIT June 2013 - August 2013
OSG Ship Management July 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Statistics, Bloomberg, Corporate Finance, Microsoft Word, Investments, Valuation, Equity Research, Public Speaking, Access, Equities, Trading, Investment Banking, Technical Analysis, Portfolio Management, Research, ThomsonOne, Capital IQ, Finance, Financial Analysis, Commodity Markets
Education
Tulane University 2011 — 2015
Bachelor of Science (BS), Finance and Math
Shenendehowa High School
Chris Demaree Chris Demaree's Citi Experience July 2010 - May 2011
Job Medical Student
Industry Medical Practice
Experience
MD Anderson Cancer Center June 2014 - July 2015
University of Pennsylvania March 2013 - June 2013
University of Pennsylvania January 2013 - May 2013
University of Pennsylvania August 2011 - May 2013
University of Pennsylvania May 2011 - May 2013
Citi July 2010 - May 2011
Endurance Capital May 2006 - May 2009
Deutsche Bank 2005 - 2005
Skills
Lifesciences, Financial Modeling, Valuation, Equity Research, Economics, Research, Data Analysis, Statistics, Investment Banking, Corporate Finance, Private Equity
Education
Tulane University School of Medicine 2015 — 2019
Doctor of Medicine (M.D.)
University of Pennsylvania 2011 — 2013
Post Bacc, Pre-Health Core Studies
University of Pennsylvania 2001 — 2005
Bachelor of Arts (BA), International Studies, Target Language - French
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS), Economics, Dual Concentrations in Finance and Legal Studies
MD Anderson Cancer Center June 2014 - July 2015
University of Pennsylvania March 2013 - June 2013
University of Pennsylvania January 2013 - May 2013
University of Pennsylvania August 2011 - May 2013
University of Pennsylvania May 2011 - May 2013
Citi July 2010 - May 2011
Endurance Capital May 2006 - May 2009
Deutsche Bank 2005 - 2005
Skills
Lifesciences, Financial Modeling, Valuation, Equity Research, Economics, Research, Data Analysis, Statistics, Investment Banking, Corporate Finance, Private Equity
Education
Tulane University School of Medicine 2015 — 2019
Doctor of Medicine (M.D.)
University of Pennsylvania 2011 — 2013
Post Bacc, Pre-Health Core Studies
University of Pennsylvania 2001 — 2005
Bachelor of Arts (BA), International Studies, Target Language - French
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS), Economics, Dual Concentrations in Finance and Legal Studies
Leighya Harkleroad Leighya Harkleroad's Citi Experience December 2014 - Present
Job Project AnalystCollections Program Management Group
Industry Financial Services
Experience
Citi December 2014 - Present
Skills
Banking, Credit, Risk Management, Relationship Management, Portfolio Management, Credit Cards, Loans, Financial Services, Vendor Management, Credit Risk, Business Analysis, Financial Risk, Call Centers, Process Improvement, Finance, Payments, Operational Risk..., Project Portfolio...
Education
Tusculum College
Bachelor's Degree, Business Administration and Management, General
Citi December 2014 - Present
Skills
Banking, Credit, Risk Management, Relationship Management, Portfolio Management, Credit Cards, Loans, Financial Services, Vendor Management, Credit Risk, Business Analysis, Financial Risk, Call Centers, Process Improvement, Finance, Payments, Operational Risk..., Project Portfolio...
Education
Tusculum College
Bachelor's Degree, Business Administration and Management, General
Ian Sessions Ian Sessions's Citi Experience June 2012 - Present
Job Investment Banking at Citi
Industry Entertainment
Experience
Citi June 2012 - Present
120db Films January 2013 - July 2013
EY September 2007 - August 2011
Skills
Financial Modeling, Financial Reporting, Mergers, Valuation, Forecasting, Mergers & Acquisitions, Auditing, Strategy, Corporate Finance, Due Diligence, Management
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Finance and Business Entertainment
Villanova University 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Seattle Prep 1999 — 2003
High School
Citi June 2012 - Present
120db Films January 2013 - July 2013
EY September 2007 - August 2011
Skills
Financial Modeling, Financial Reporting, Mergers, Valuation, Forecasting, Mergers & Acquisitions, Auditing, Strategy, Corporate Finance, Due Diligence, Management
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Finance and Business Entertainment
Villanova University 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Seattle Prep 1999 — 2003
High School
Chenyan Jiang's Citi Experience February 2013 - June 2013
Job Lead Account Executive at Jeffrey Charles NYC
Industry Investment Banking
Experience
Jeffrey Charles - NYC December 2014 - Present
G-Way Management, LLC October 2014 - December 2014
Aegis Capital Corporation July 2014 - October 2014
Citi February 2013 - June 2013
BOC International July 2012 - December 2012
Deloitte January 2012 - June 2012
Bank of China July 2011 - December 2011
Lansheng Corp. September 2010 - October 2011
Shenyin & Wanguo Securities Co. Ltd. January 2011 - June 2011
schenckprocess July 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Finance, Data Analysis, Analysis, Risk Management, Valuation, CFA LEVEL I, Thomson Reuters, SPSS, Eviews, Public Speaking, Customer Service, Photoshop, Social Media
Education
Tulane University 2013 — 2014
Master of Finance, Finance, Energy Specialization
Shanghai University of International Business and Economics 2009 — 2013
Bachelor of Economics, Economics (Branch: International Investment), GPA 3.94 (4.00 scale)
Shanghai University of International Business and Economics 2010 — 2013
Bachelor of Laws, Law (Branch: International Economic Law ), 3.75 (4.00 scale)
Jeffrey Charles - NYC December 2014 - Present
G-Way Management, LLC October 2014 - December 2014
Aegis Capital Corporation July 2014 - October 2014
Citi February 2013 - June 2013
BOC International July 2012 - December 2012
Deloitte January 2012 - June 2012
Bank of China July 2011 - December 2011
Lansheng Corp. September 2010 - October 2011
Shenyin & Wanguo Securities Co. Ltd. January 2011 - June 2011
schenckprocess July 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Finance, Data Analysis, Analysis, Risk Management, Valuation, CFA LEVEL I, Thomson Reuters, SPSS, Eviews, Public Speaking, Customer Service, Photoshop, Social Media
Education
Tulane University 2013 — 2014
Master of Finance, Finance, Energy Specialization
Shanghai University of International Business and Economics 2009 — 2013
Bachelor of Economics, Economics (Branch: International Investment), GPA 3.94 (4.00 scale)
Shanghai University of International Business and Economics 2010 — 2013
Bachelor of Laws, Law (Branch: International Economic Law ), 3.75 (4.00 scale)
Mike Trezza's Citi Experience 1999 - 2002
Job Institutional Account Executive at Bayes Capital
Industry Financial Services
Experience
Bayes Capital September 2014 - Present
Global Liquidity Partners April 2012 - September 2014
Knight Capital Group 2008 - 2011
J.P. Morgan 2002 - 2008
Neovest 2002 - 2005
Citi 1999 - 2002
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 1992 - 1998
Skills
Series 24, Series 7, Series 63, Sales, Consultative Selling, Cross Selling, Algorithmic Trading, Trading Technology, Quantitative Trading, Quantitative Investment..., Sell Side, Buy-side, Hedge Funds, Institutional Clients, Business Development, Electronic Trading, Equity Trading, Broker-Dealer, Best Execution, Equities
Education
UCLA Anderson School of Management
MBA, Finance
University of Pennsylvania
BSE, Electrical Engineering
Bayes Capital September 2014 - Present
Global Liquidity Partners April 2012 - September 2014
Knight Capital Group 2008 - 2011
J.P. Morgan 2002 - 2008
Neovest 2002 - 2005
Citi 1999 - 2002
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 1992 - 1998
Skills
Series 24, Series 7, Series 63, Sales, Consultative Selling, Cross Selling, Algorithmic Trading, Trading Technology, Quantitative Trading, Quantitative Investment..., Sell Side, Buy-side, Hedge Funds, Institutional Clients, Business Development, Electronic Trading, Equity Trading, Broker-Dealer, Best Execution, Equities
Education
UCLA Anderson School of Management
MBA, Finance
University of Pennsylvania
BSE, Electrical Engineering
Robin LoGiudice's Citi Experience 1991 - 1994
Job Director, PreSales Consulting at Dovetail
Industry Information Technology and Services
Experience
Dovetail March 2012 - Present
Dovetail April 2011 - March 2012
Bank of New York Mellon 2006 - March 2011
Deutsche Bank 1998 - 2000
Deutsche Bank (Bankers Trust) 1994 - 1998
Citi 1991 - 1994
BNY Mellon 1988 - 1991
Skills
SDLC, Business Analysis, Requirements Analysis, Software Development, SOA, Enterprise Architecture, Payments, SQL, Software Project...
Education
Tulane University 1982 — 1986
Bachelor of Science (BS), Computer Science
Dovetail March 2012 - Present
Dovetail April 2011 - March 2012
Bank of New York Mellon 2006 - March 2011
Deutsche Bank 1998 - 2000
Deutsche Bank (Bankers Trust) 1994 - 1998
Citi 1991 - 1994
BNY Mellon 1988 - 1991
Skills
SDLC, Business Analysis, Requirements Analysis, Software Development, SOA, Enterprise Architecture, Payments, SQL, Software Project...
Education
Tulane University 1982 — 1986
Bachelor of Science (BS), Computer Science
Bin Duan, PhD's Citi Experience February 2015 - Present
Job Director at Citi
Industry Banking
Experience
Citi February 2015 - Present
Discover Financial Services April 2012 - February 2015
SunTrust Bank June 2008 - March 2012
Freddie Mac February 2007 - June 2008
Countrywide Bank April 2006 - February 2007
Chevy Chase Bank July 2004 - April 2006
Capital One February 1999 - July 2004
ValueOptions, Inc. July 1997 - February 1999
East China Normal University July 1988 - August 1993
Skills
Statistical Modeling, Credit Risk, SAS, Segmentation, Statistics, Credit Cards, Mortgage, Risk Modeling, Quantitative Analysis, Marketing Strategy, Analytics, Mortgage Lending, Quantitative Analytics, Predictive Modeling, Risk Management, Financial Risk, Credit, Portfolio Management, Predictive Analytics, Financial Services, Valuation, Finance, Loans, Analysis, Strategy, Underwriting, Forecasting, Loan Origination, Banking
Education
Tulane University 1901 — 1901
Ph.D., Quantitative Psychology
Citi February 2015 - Present
Discover Financial Services April 2012 - February 2015
SunTrust Bank June 2008 - March 2012
Freddie Mac February 2007 - June 2008
Countrywide Bank April 2006 - February 2007
Chevy Chase Bank July 2004 - April 2006
Capital One February 1999 - July 2004
ValueOptions, Inc. July 1997 - February 1999
East China Normal University July 1988 - August 1993
Skills
Statistical Modeling, Credit Risk, SAS, Segmentation, Statistics, Credit Cards, Mortgage, Risk Modeling, Quantitative Analysis, Marketing Strategy, Analytics, Mortgage Lending, Quantitative Analytics, Predictive Modeling, Risk Management, Financial Risk, Credit, Portfolio Management, Predictive Analytics, Financial Services, Valuation, Finance, Loans, Analysis, Strategy, Underwriting, Forecasting, Loan Origination, Banking
Education
Tulane University 1901 — 1901
Ph.D., Quantitative Psychology
Bart Rekucki's Citi Experience February 2015 - Present
Job Equity Research Associate at Citi
Industry Financial Services
Experience
Citi February 2015 - Present
Moody's Investors Service July 2013 - February 2015
Darwin Fenner Student Managed Fund January 2013 - May 2013
BD May 2012 - August 2012
Burkenroad Reports January 2012 - May 2012
Golf Galaxy May 2010 - August 2011
Skills
Sales, Microsoft Excel, Financial Modeling, PowerPoint, Corporate Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
BSM, Finance, Management, Energy
Ridgewood High School 2005 — 2009
Citi February 2015 - Present
Moody's Investors Service July 2013 - February 2015
Darwin Fenner Student Managed Fund January 2013 - May 2013
BD May 2012 - August 2012
Burkenroad Reports January 2012 - May 2012
Golf Galaxy May 2010 - August 2011
Skills
Sales, Microsoft Excel, Financial Modeling, PowerPoint, Corporate Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
BSM, Finance, Management, Energy
Ridgewood High School 2005 — 2009
Zijun Wang's Citi Experience June 2012 - July 2012
Job Experienced Financial Analysts, Private Wealth Management, Cofounder of organization, and Investor
Industry Financial Services
Experience
Citi June 2012 - July 2012
China Construction Bank June 2011 - September 2011
Ito Yokado January 2010 - March 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, VBA, Access, Valuation, Bloomberg Terminal, Investments, Financial Modeling, Financial Statement..., Equity Research Analysis, Clerical Work, Courts, Creative Writing, Phone Etiquette, Microsoft Word, Customer Service, Outlook, Teamwork, Time Management, Analysis, Portfolio Management, Derivatives, Financial Analysis, Wealth Management, Communication, Team Leadership, Public Speaking, Negotiation, Bloomberg, Monte Carlo Simulation, DCF Valuation, Company Valuation, Leadership
Education
Tulane University 2014 — 2015
Master's degree, Finance, General
The Ohio State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Citi June 2012 - July 2012
China Construction Bank June 2011 - September 2011
Ito Yokado January 2010 - March 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, VBA, Access, Valuation, Bloomberg Terminal, Investments, Financial Modeling, Financial Statement..., Equity Research Analysis, Clerical Work, Courts, Creative Writing, Phone Etiquette, Microsoft Word, Customer Service, Outlook, Teamwork, Time Management, Analysis, Portfolio Management, Derivatives, Financial Analysis, Wealth Management, Communication, Team Leadership, Public Speaking, Negotiation, Bloomberg, Monte Carlo Simulation, DCF Valuation, Company Valuation, Leadership
Education
Tulane University 2014 — 2015
Master's degree, Finance, General
The Ohio State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Robert Foote Robert Foote's Citi Experience 1989 - 2003
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2003 - Present
Citi 1989 - 2003
Skills
Payments, Treasury Management, Banking, Cash Management, Financial Services, Liquidity Management, Accounts Receivable, SWIFT payments, SWIFT messaging, SWIFTNet, Risk Management, Product Launch, Product Development, Latin American Business, Financial Risk, Credit Risk, Internet Banking, Credit Cards, Credit, Commercial Banking, Trade Finance, Operational Risk, Relationship Management
Education
Wake Forest University 1982 — 1986
BA, Economics
Tulane University 1986 — 1988
MA, International Relations
Bank of America Merrill Lynch 2003 - Present
Citi 1989 - 2003
Skills
Payments, Treasury Management, Banking, Cash Management, Financial Services, Liquidity Management, Accounts Receivable, SWIFT payments, SWIFT messaging, SWIFTNet, Risk Management, Product Launch, Product Development, Latin American Business, Financial Risk, Credit Risk, Internet Banking, Credit Cards, Credit, Commercial Banking, Trade Finance, Operational Risk, Relationship Management
Education
Wake Forest University 1982 — 1986
BA, Economics
Tulane University 1986 — 1988
MA, International Relations
Farah Chowdhury Farah Chowdhury's Citi Experience July 2010 - September 2010
Job Trainee, Subsea at Aker Solutions
Industry Oil & Energy
Experience
Aker Solutions August 2014 - Present
Aker Solutions January 2014 - Present
Aker Solutions January 2014 - Present
Aker Solutions January 2014 - June 2014
Aker Solutions June 2013 - December 2013
Aker Solutions September 2012 - May 2013
Citi July 2010 - September 2010
Yunus Centre June 2009 - August 2009
Skills
Oil/Gas, Petroleum, Energy, SAP, Gas, Project Management, Oil & Gas Industry, Economics, Subsea Engineering, Upstream, Energy Industry, Procurement, Financial Analysis, Business Strategy, EPC, Corporate Finance, Project risk management, New Business Development, Manage Client..., Contract Management, Intellectual Property
Education
University College London, U. of London 2011 — 2012
Master of Science (MSc), Globalisation
University College London, U. of London 2008 — 2011
Bachelor of Science (BSc), Economics
Aker Solutions August 2014 - Present
Aker Solutions January 2014 - Present
Aker Solutions January 2014 - Present
Aker Solutions January 2014 - June 2014
Aker Solutions June 2013 - December 2013
Aker Solutions September 2012 - May 2013
Citi July 2010 - September 2010
Yunus Centre June 2009 - August 2009
Skills
Oil/Gas, Petroleum, Energy, SAP, Gas, Project Management, Oil & Gas Industry, Economics, Subsea Engineering, Upstream, Energy Industry, Procurement, Financial Analysis, Business Strategy, EPC, Corporate Finance, Project risk management, New Business Development, Manage Client..., Contract Management, Intellectual Property
Education
University College London, U. of London 2011 — 2012
Master of Science (MSc), Globalisation
University College London, U. of London 2008 — 2011
Bachelor of Science (BSc), Economics
Jennifer Hicks's Citi Experience June 1996 - June 2006
Job Financial Services Professional
Industry Financial Services
Experience
Citi - Global Consumer Banking June 2006 - June 2007
Citigroup Global Markets Inc. (Corporate and Investment Banking) June 1996 - June 2006
Citigroup Global Markets Inc. (Corporate and Investment Banking) June 1996 - June 2006
Citi June 1996 - June 2006
Citi June 1996 - June 2006
Skills
Client and Vendor..., Strategy and Planning, Financial Management..., Financial Reporting, Project Leadership, Risk Reporting, Business Operations, Budget Monitors /..., Global Regulatory..., Not for Profit...
Education
Tulane University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance
Peddie School 1988 — 1992
Citi - Global Consumer Banking June 2006 - June 2007
Citigroup Global Markets Inc. (Corporate and Investment Banking) June 1996 - June 2006
Citigroup Global Markets Inc. (Corporate and Investment Banking) June 1996 - June 2006
Citi June 1996 - June 2006
Citi June 1996 - June 2006
Skills
Client and Vendor..., Strategy and Planning, Financial Management..., Financial Reporting, Project Leadership, Risk Reporting, Business Operations, Budget Monitors /..., Global Regulatory..., Not for Profit...
Education
Tulane University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance
Peddie School 1988 — 1992
Cristina Flores Menendez's Citi Experience August 2013 - Present
Job Associate at Citibank
Industry Banking
Experience
Citi August 2013 - Present
Citi April 2013 - August 2013
Skills
Writing, Advertising, Leading Projects, Public Speaking, Brand Architecture
Education
Tulane University - A.B. Freeman School of Business 2013 — 2015
Master's degree, Management
Universidad Francisco Marroquín 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Universidad Francisco Marroquín 2009 — 2012
Bachelor of Business Administration (BBA), Marketing
Citi August 2013 - Present
Citi April 2013 - August 2013
Skills
Writing, Advertising, Leading Projects, Public Speaking, Brand Architecture
Education
Tulane University - A.B. Freeman School of Business 2013 — 2015
Master's degree, Management
Universidad Francisco Marroquín 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Universidad Francisco Marroquín 2009 — 2012
Bachelor of Business Administration (BBA), Marketing
John Shishido John Shishido's Citi Experience 2012 - Present
Job
Industry Investment Banking
Experience
Citi 2012 - Present
Citi June 2011 - August 2011
The Aerospace Corporation 2007 - 2010
BAE Systems 2005 - 2007
Education
UCLA Anderson School of Management
M.B.A.
University of Southern California
M.S.
University of Southern California
B.S.
Citi 2012 - Present
Citi June 2011 - August 2011
The Aerospace Corporation 2007 - 2010
BAE Systems 2005 - 2007
Education
UCLA Anderson School of Management
M.B.A.
University of Southern California
M.S.
University of Southern California
B.S.
Samy Peyret Samy Peyret's Citi Experience June 2013 - August 2013
Job Investment Banking Associate at Citi
Industry Financial Services
Experience
Citi June 2013 - August 2013
KLA-Tencor September 2009 - June 2012
TeraRecon June 2007 - September 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Financial Reporting, Finance, VBA, TM1, Cognos, SAP, SAP BW, Statistical Finance, Forecasting, Budgets, Variance Analysis, Microsoft Excel, Pivot Tables, Macros, PowerPoint, Vlookup, Access, SAP BPC, Strategic Planning, Valuation, Mergers & Acquisitions, Analysis, DCF, Investment Banking, Financial Planning
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of California, Davis
Bachelor of Science, Managerial Economics
Citi June 2013 - August 2013
KLA-Tencor September 2009 - June 2012
TeraRecon June 2007 - September 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Financial Reporting, Finance, VBA, TM1, Cognos, SAP, SAP BW, Statistical Finance, Forecasting, Budgets, Variance Analysis, Microsoft Excel, Pivot Tables, Macros, PowerPoint, Vlookup, Access, SAP BPC, Strategic Planning, Valuation, Mergers & Acquisitions, Analysis, DCF, Investment Banking, Financial Planning
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of California, Davis
Bachelor of Science, Managerial Economics
Ed Meighan Ed Meighan's Citi Experience October 2014 - Present
Job Prime Finance Support North America Regional Lead at Citi
Industry Investment Banking
Experience
Citi October 2014 - Present
Citi March 2014 - October 2014
Citi September 2012 - March 2014
Citi August 2011 - September 2012
Transatlantic Reinsurance June 2009 - August 2011
Royal Bank of Scotland June 2010 - September 2010
Skills
Prime Brokerage, Securities Lending, Delta One, Equities, Derivatives Trading, Exchange Traded..., ETFs, Index Arbitrage, Financial Risk, Application Support..., Application Support, Market Making, Production Managment, Production Support, Equity Trading, Electronic Trading
Education
University College London, U. of London 2008 — 2011
Bachelor's Degree, Computer Science
Hurstpierpoint College 2003 — 2008
Citi October 2014 - Present
Citi March 2014 - October 2014
Citi September 2012 - March 2014
Citi August 2011 - September 2012
Transatlantic Reinsurance June 2009 - August 2011
Royal Bank of Scotland June 2010 - September 2010
Skills
Prime Brokerage, Securities Lending, Delta One, Equities, Derivatives Trading, Exchange Traded..., ETFs, Index Arbitrage, Financial Risk, Application Support..., Application Support, Market Making, Production Managment, Production Support, Equity Trading, Electronic Trading
Education
University College London, U. of London 2008 — 2011
Bachelor's Degree, Computer Science
Hurstpierpoint College 2003 — 2008
Marco De Curtis Marco De Curtis's Citi Experience July 2010 - September 2010
Job Sales Operations Associate at Facebook
Industry Internet
Experience
Facebook June 2014 - June 2015
The Boston Consulting Group May 2013 - May 2014
The Boston Consulting Group May 2011 - April 2013
The Boston Consulting Group January 2011 - April 2011
Citi July 2010 - September 2010
Nomura April 2010 - June 2010
Analysys Mason December 2009 - February 2010
European Commission October 2009 - November 2009
Skills
Management Consulting, Early-stage Startups, Start-up Consulting, Business Planning, Financial Modeling, Due Diligence, Data Analysis, Business Strategy, Strategic Consulting, Valuation, Economics, Econometrics, Marketing Strategy, Investment Banking, Bloomberg, Banking, Stata, Startup Marketing, Online Marketing, Internet Strategy, Start-ups, Strategy
Education
UCL 2008 — 2009
MSc, Economics
Universiteit van Amsterdam 2007 — 2008
Erasmum Programme, Econometrics and Quantitative Economics
Università Commerciale 'Luigi Bocconi' 2005 — 2008
Laurea Triennale, Discipline Economiche e Sociali
Facebook June 2014 - June 2015
The Boston Consulting Group May 2013 - May 2014
The Boston Consulting Group May 2011 - April 2013
The Boston Consulting Group January 2011 - April 2011
Citi July 2010 - September 2010
Nomura April 2010 - June 2010
Analysys Mason December 2009 - February 2010
European Commission October 2009 - November 2009
Skills
Management Consulting, Early-stage Startups, Start-up Consulting, Business Planning, Financial Modeling, Due Diligence, Data Analysis, Business Strategy, Strategic Consulting, Valuation, Economics, Econometrics, Marketing Strategy, Investment Banking, Bloomberg, Banking, Stata, Startup Marketing, Online Marketing, Internet Strategy, Start-ups, Strategy
Education
UCL 2008 — 2009
MSc, Economics
Universiteit van Amsterdam 2007 — 2008
Erasmum Programme, Econometrics and Quantitative Economics
Università Commerciale 'Luigi Bocconi' 2005 — 2008
Laurea Triennale, Discipline Economiche e Sociali
Alina Cellura Alina Cellura's Citi Experience 2000 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Zumba December 2011 - Present
Citi 2000 - 2008
Credit Suisse February 2000 - October 2000
AIG Environmental January 1998 - January 2000
Skills
Financial Modeling, Equity Research, Equities, Capital Markets, Fixed Income, Market Research, Portfolio Management
Education
UNC Chapel Hill 1995 — 1997
Master of Science, Biogeochemistry
Tufts University 1991 — 1995
Bachelor of Science, Geological Science
Zumba December 2011 - Present
Citi 2000 - 2008
Credit Suisse February 2000 - October 2000
AIG Environmental January 1998 - January 2000
Skills
Financial Modeling, Equity Research, Equities, Capital Markets, Fixed Income, Market Research, Portfolio Management
Education
UNC Chapel Hill 1995 — 1997
Master of Science, Biogeochemistry
Tufts University 1991 — 1995
Bachelor of Science, Geological Science
Ruoxi Zhao Ruoxi Zhao's Citi Experience June 2012 - August 2012
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Tufts Financial Group September 2014 - May 2015
VIF Capital Partners June 2014 - August 2014
Green Century Capital Management May 2014 - July 2014
Tufts University Technology Support Center September 2013 - May 2014
Foundation Real Estate Partners September 2013 - December 2013
Tufts University Summer English Language Program June 2013 - August 2013
Citi June 2012 - August 2012
Education
Tufts University 2012 — 2016
Bachelor of Science (BS), Econometrics and Quantitative Economics, Mathematics
Shenzhen foreign language school
Morgan Stanley June 2015 - August 2015
Tufts Financial Group September 2014 - May 2015
VIF Capital Partners June 2014 - August 2014
Green Century Capital Management May 2014 - July 2014
Tufts University Technology Support Center September 2013 - May 2014
Foundation Real Estate Partners September 2013 - December 2013
Tufts University Summer English Language Program June 2013 - August 2013
Citi June 2012 - August 2012
Education
Tufts University 2012 — 2016
Bachelor of Science (BS), Econometrics and Quantitative Economics, Mathematics
Shenzhen foreign language school
Alfred-Cyrille Cazeau Alfred-Cyrille Cazeau's Citi Experience 2011 - 2014
Job Management Consultant at Accenture
Industry Financial Services
Experience
Accenture 2015 - Present
Capco 2014 - 2015
Citi 2011 - 2014
Citi Smith Barney 2008 - 2010
Bayerische Landesbank 2007 - 2008
Wimba May 2006 - August 2006
Dresdner Kleinwort 2001 - 2005
Skills
Financial Analysis, Competitive Analysis, Business Strategy, Strategic Planning, Marketing Research, Marketing Strategy, Digital Strategy, Product Management, Project Management, Business Development, Marketing Communications, Digital Marketing, Management, Strategy, Analysis, Strategic Partnerships, Cross-functional Team..., Credit, Product Development, Market Research, Analytics, CRM
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master, Business Administration, Specializations in Strategy, Product Management, and Marketing
Management Leadership for Tomorrow (ML4T) 2004 — 2005
Poly Prep
High School
Tufts University
Bachelor's Degree, Psychology
Accenture 2015 - Present
Capco 2014 - 2015
Citi 2011 - 2014
Citi Smith Barney 2008 - 2010
Bayerische Landesbank 2007 - 2008
Wimba May 2006 - August 2006
Dresdner Kleinwort 2001 - 2005
Skills
Financial Analysis, Competitive Analysis, Business Strategy, Strategic Planning, Marketing Research, Marketing Strategy, Digital Strategy, Product Management, Project Management, Business Development, Marketing Communications, Digital Marketing, Management, Strategy, Analysis, Strategic Partnerships, Cross-functional Team..., Credit, Product Development, Market Research, Analytics, CRM
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master, Business Administration, Specializations in Strategy, Product Management, and Marketing
Management Leadership for Tomorrow (ML4T) 2004 — 2005
Poly Prep
High School
Tufts University
Bachelor's Degree, Psychology
Janice Patton Janice Patton's Citi Experience September 1998 - July 2001
Job General Manager at Dish Network
Industry Telecommunications
Experience
Dish Network July 2009 - Present
Dish Network July 2004 - Present
Metris Companies July 2001 - June 2004
Citi September 1998 - July 2001
Skills
Offshore Outsourcing, Call Centers, Outsourcing Management, Customer Service, Customer Experience, Negotiation, Budgets, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, English, Windows, Outlook
Education
Tulsa Community College
Dish Network July 2009 - Present
Dish Network July 2004 - Present
Metris Companies July 2001 - June 2004
Citi September 1998 - July 2001
Skills
Offshore Outsourcing, Call Centers, Outsourcing Management, Customer Service, Customer Experience, Negotiation, Budgets, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, English, Windows, Outlook
Education
Tulsa Community College
Bill Stevenson Bill Stevenson's Citi Experience 1979 - 1984
Job Business Management Professional
Industry Management Consulting
Experience
HK Stevenson, Inc. 1997 - Present
Harvest Data-Link 1990 - 1996
Compaq 1984 - 1989
Citi 1979 - 1984
Price WaterHouse & Co. 1978 - 1978
Control Data Corporation 1975 - 1977
Skills
Strategic Planning, Marketing Strategy, Executive Management, IT Solutions, Finance, Forecasting, Business Planning, Leadership, Analysis, Cross-functional Team..., Strategy, Management, Marketing, Entrepreneurship, Product Marketing, Sales Operations, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1971 — 1975
BS in Economics, Marketing, Management, Finance
University of California, Los Angeles - The Anderson School of Management 1977 — 1979
MBA, Marketing, Finance, Management
Lawrenceville School 1968 — 1971
Greenwich Country Day School 1965 — 1968
University School - Shaker Heights 1958 — 1965
HK Stevenson, Inc. 1997 - Present
Harvest Data-Link 1990 - 1996
Compaq 1984 - 1989
Citi 1979 - 1984
Price WaterHouse & Co. 1978 - 1978
Control Data Corporation 1975 - 1977
Skills
Strategic Planning, Marketing Strategy, Executive Management, IT Solutions, Finance, Forecasting, Business Planning, Leadership, Analysis, Cross-functional Team..., Strategy, Management, Marketing, Entrepreneurship, Product Marketing, Sales Operations, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1971 — 1975
BS in Economics, Marketing, Management, Finance
University of California, Los Angeles - The Anderson School of Management 1977 — 1979
MBA, Marketing, Finance, Management
Lawrenceville School 1968 — 1971
Greenwich Country Day School 1965 — 1968
University School - Shaker Heights 1958 — 1965
Caleb Tommasini Caleb Tommasini's Citi Experience January 2015 - Present
Job Agency Passthrough Trader at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Citi April 2014 - January 2015
Credit Suisse June 2012 - April 2014
Greenbotics September 2011 - June 2012
UCLA Anderson School of Management September 2010 - June 2012
Credit Suisse June 2011 - August 2011
Master Capital Management March 2010 - August 2010
Andrew Thomas & Co., LLC June 2009 - August 2010
Marist High School September 2009 - June 2010
University of Oregon June 2009 - June 2010
Skills
Enterprise Valuation, Financial Markets, Fixed Income Trading, Wealth Management, Venture Capital, Corporate Advisory, Private Equity, Start-ups, Series 7, Series 63, Investment Banking, Investments, Fixed Income, Entrepreneurship, Finance, Equities, Trading, Valuation, Financial Modeling, Corporate Finance, Business Development, Financial Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance, 3.96
University of Oregon 2006 — 2009
BS, Business Finance
Citi January 2015 - Present
Citi April 2014 - January 2015
Credit Suisse June 2012 - April 2014
Greenbotics September 2011 - June 2012
UCLA Anderson School of Management September 2010 - June 2012
Credit Suisse June 2011 - August 2011
Master Capital Management March 2010 - August 2010
Andrew Thomas & Co., LLC June 2009 - August 2010
Marist High School September 2009 - June 2010
University of Oregon June 2009 - June 2010
Skills
Enterprise Valuation, Financial Markets, Fixed Income Trading, Wealth Management, Venture Capital, Corporate Advisory, Private Equity, Start-ups, Series 7, Series 63, Investment Banking, Investments, Fixed Income, Entrepreneurship, Finance, Equities, Trading, Valuation, Financial Modeling, Corporate Finance, Business Development, Financial Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance, 3.96
University of Oregon 2006 — 2009
BS, Business Finance
Jason Bethala Jason Bethala's Citi Experience July 2015 - Present
Job Associate at Citi
Industry Investment Banking
Experience
Citi July 2015 - Present
HSBC Global Banking and Markets July 2014 - June 2015
Enova Energy Group, LLC March 2013 - July 2014
UBS Investment Bank September 2011 - March 2013
UBS Investment Bank June 2010 - August 2010
Merrill Lynch July 2004 - July 2009
Skills
Financial Modeling, Wealth Management, Corporate Finance, Investment Banking, Private Equity, Valuation, Business Development, Project Finance, Debt & Equity Financing, Pellets, Renewable Energy, Mergers & Acquisitions, Project Management, Utility Industry, Power Generation, Biomass Conversion, Due Diligence, M&A experience, Capital Markets, Financial Analysis, Investments, Equities
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Finance, Entrepreneurship
University of Pennsylvania 2001 — 2004
Bachelor of Science in Engineering, Systems Science & Engineering, Economics (minor)
Citi July 2015 - Present
HSBC Global Banking and Markets July 2014 - June 2015
Enova Energy Group, LLC March 2013 - July 2014
UBS Investment Bank September 2011 - March 2013
UBS Investment Bank June 2010 - August 2010
Merrill Lynch July 2004 - July 2009
Skills
Financial Modeling, Wealth Management, Corporate Finance, Investment Banking, Private Equity, Valuation, Business Development, Project Finance, Debt & Equity Financing, Pellets, Renewable Energy, Mergers & Acquisitions, Project Management, Utility Industry, Power Generation, Biomass Conversion, Due Diligence, M&A experience, Capital Markets, Financial Analysis, Investments, Equities
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Finance, Entrepreneurship
University of Pennsylvania 2001 — 2004
Bachelor of Science in Engineering, Systems Science & Engineering, Economics (minor)
Sonia Rahm Sonia Rahm's Citi Experience January 2015 - Present
Job Director, Citi Community Capital at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Citi December 2010 - January 2015
Citi 2007 - December 2010
Charles River Associates 2003 - 2005
Skills
Accounting, Cash Management, Commercial Banking, Credit, Finance, Financial Services, Investment Banking, Loans, Mortgage Lending, Training, Financial Modeling, Management, Corporate Finance, Financial Analysis
Education
UCLA Anderson School of Management 2005 — 2007
MBA, Finance and Real Estate
University of California, San Diego 1999 — 2003
B.S., Management Science and Social Psychology
Citi January 2015 - Present
Citi December 2010 - January 2015
Citi 2007 - December 2010
Charles River Associates 2003 - 2005
Skills
Accounting, Cash Management, Commercial Banking, Credit, Finance, Financial Services, Investment Banking, Loans, Mortgage Lending, Training, Financial Modeling, Management, Corporate Finance, Financial Analysis
Education
UCLA Anderson School of Management 2005 — 2007
MBA, Finance and Real Estate
University of California, San Diego 1999 — 2003
B.S., Management Science and Social Psychology
Ronald Gatlin Ronald Gatlin's Citi Experience May 2005 - July 2015
Job Sr. Data Analyst at Clarity Services
Industry Financial Services
Experience
Clarity Services, Inc. August 2015 - Present
Citi May 2005 - July 2015
Tricenturion April 2003 - April 2005
Household Credit Services August 1999 - April 2003
HSBC 2003 - 2003
Skills
Analytics, Credit Cards, SAS, Financial Risk, Credit Risk, Portfolio Management, Credit, Banking, Risk Management, Financial Services, Data Analysis, Financial Analysis, Business Analysis, Financial Modeling, Relationship Management
Education
Tulane University 1996 — 1999
Mathematics
University of North Carolina at Wilmington 1994 — 1996
MS, Mathematics
University of North Carolina at Chapel Hill 1987 — 1991
AB, Education
Clarity Services, Inc. August 2015 - Present
Citi May 2005 - July 2015
Tricenturion April 2003 - April 2005
Household Credit Services August 1999 - April 2003
HSBC 2003 - 2003
Skills
Analytics, Credit Cards, SAS, Financial Risk, Credit Risk, Portfolio Management, Credit, Banking, Risk Management, Financial Services, Data Analysis, Financial Analysis, Business Analysis, Financial Modeling, Relationship Management
Education
Tulane University 1996 — 1999
Mathematics
University of North Carolina at Wilmington 1994 — 1996
MS, Mathematics
University of North Carolina at Chapel Hill 1987 — 1991
AB, Education
Eric Steinberg's Citi Experience August 2015 - Present
Job Vice President Citi Community Capital, Origination at Citi
Industry Real Estate
Experience
Citi August 2015 - Present
Citi January 2014 - August 2015
Citi July 2011 - January 2014
Citi July 2010 - July 2011
Citi June 2008 - July 2010
Burkenroad Reports Equity Research September 2007 - May 2008
The Gemstone Group May 2007 - August 2007
Citi Smith Barney May 2006 - August 2006
Citi Smith Barney May 2005 - August 2005
Skills
Series 7, Series 63, Series 55
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance, International Business, Energy
Tulane University 2003 — 2007
BA, Psychology
Citi August 2015 - Present
Citi January 2014 - August 2015
Citi July 2011 - January 2014
Citi July 2010 - July 2011
Citi June 2008 - July 2010
Burkenroad Reports Equity Research September 2007 - May 2008
The Gemstone Group May 2007 - August 2007
Citi Smith Barney May 2006 - August 2006
Citi Smith Barney May 2005 - August 2005
Skills
Series 7, Series 63, Series 55
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance, International Business, Energy
Tulane University 2003 — 2007
BA, Psychology
Eileen McEvoy Eileen McEvoy's Citi Experience February 2005 - April 2013
Job SVP Corporate Banking at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank September 2015 - Present
TD August 2014 - September 2015
Sun National Bank April 2013 - August 2014
Citi February 2005 - April 2013
JPMorgan Chase January 1991 - June 2004
Skills
Sales, Relationship Marketing, Credit Analysis, Customer Service, Business Networking, Client Development, Salesforce.com, Microsoft Excel, Microsoft Office, Finance, Loans, Relationship Management, Financial Analysis, Banking, Credit, Commercial Lending, Risk Management, Commercial Banking, Cash Management, Corporate Finance, Management, Portfolio Management
Education
NYU Stern School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Tufts University 1977 — 1981
Bachelor of Science (B.S.), Biology
First Niagara Bank September 2015 - Present
TD August 2014 - September 2015
Sun National Bank April 2013 - August 2014
Citi February 2005 - April 2013
JPMorgan Chase January 1991 - June 2004
Skills
Sales, Relationship Marketing, Credit Analysis, Customer Service, Business Networking, Client Development, Salesforce.com, Microsoft Excel, Microsoft Office, Finance, Loans, Relationship Management, Financial Analysis, Banking, Credit, Commercial Lending, Risk Management, Commercial Banking, Cash Management, Corporate Finance, Management, Portfolio Management
Education
NYU Stern School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Tufts University 1977 — 1981
Bachelor of Science (B.S.), Biology
Heather Serden Heather Serden's Citi Experience January 2011 - August 2011
Job Founder & CEO at Above the Glass
Industry Online Media
Experience
Above the Glass April 2015 - Present
Pledgeling October 2013 - December 2014
VIOLET GREY January 2013 - August 2013
UCLA Anderson School of Management September 2011 - June 2013
Kelly Wearstler November 2012 - January 2013
Who What Wear November 2011 - September 2012
Citi January 2011 - August 2011
Citi July 2008 - December 2010
C California Style magazine May 2006 - August 2006
Skills
Market Research, Financial Modeling, Investments, Microsoft Excel, Analytics, Financial Analysis, Digital Marketing, Online Advertising, Mobile Marketing, Digital Strategy, Business Development, Web Analytics, New Business Development, Marketing Strategy, Data Analysis, MS Excel Pivot Tables, Excel Dashboards, Excel models, Entrepreneurship, Brand Management, Investor Reporting, Investor Development, Capital Raising, Google Analytics, Hootsuite, MailChimp, comScore, Keynote, Market Analysis, Strategic Planning, Quantitative Research, Qualitative Research, Strategic Partnerships, Retail, E-commerce, Editorial, Content Strategy, Web Content, Business Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance and Entrepreneurship
University of Pennsylvania 2004 — 2008
BA, Philosophy, Politics and Economics
Above the Glass April 2015 - Present
Pledgeling October 2013 - December 2014
VIOLET GREY January 2013 - August 2013
UCLA Anderson School of Management September 2011 - June 2013
Kelly Wearstler November 2012 - January 2013
Who What Wear November 2011 - September 2012
Citi January 2011 - August 2011
Citi July 2008 - December 2010
C California Style magazine May 2006 - August 2006
Skills
Market Research, Financial Modeling, Investments, Microsoft Excel, Analytics, Financial Analysis, Digital Marketing, Online Advertising, Mobile Marketing, Digital Strategy, Business Development, Web Analytics, New Business Development, Marketing Strategy, Data Analysis, MS Excel Pivot Tables, Excel Dashboards, Excel models, Entrepreneurship, Brand Management, Investor Reporting, Investor Development, Capital Raising, Google Analytics, Hootsuite, MailChimp, comScore, Keynote, Market Analysis, Strategic Planning, Quantitative Research, Qualitative Research, Strategic Partnerships, Retail, E-commerce, Editorial, Content Strategy, Web Content, Business Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance and Entrepreneurship
University of Pennsylvania 2004 — 2008
BA, Philosophy, Politics and Economics
Casey Hansen's Citi Experience June 2010 - April 2012
Job Sales Director Capax Global
Industry Information Technology and Services
Experience
NUE Agency, LLC August 2015 - Present
The Wetzel Foundation November 2014 - Present
Capax Global April 2012 - Present
Citi June 2010 - April 2012
Allianz Global Investors February 2006 - June 2010
Skills
Cloud Computing, Solution Selling, Professional Services, Management, Microsoft Exchange, CRM, Business Intelligence, Enterprise Architecture, Disaster Recovery, Strategy, Managed Services, E-Discovery Consulting, Enterprise Vault, Data Migration, IT Strategy, Consulting, Storage, Cloud Computing IaaS, Email Archiving, Microsoft CRM, SharePoint, Lync Server 2010, Office 365, Enterprise Solution..., Big Data, Business Strategy, Solution Architecture, Requirements Analysis, Microsoft Technologies, Business Development, Sales Enablement, Vendor Management, Analysis, Business Process..., Partner Management, System Deployment, Customer Engagement, Complex Sales, Enterprise Software, Channel Partners, SaaS, Enterprise Search, Sales, Strategic Partnerships, Account Management, Strategic Planning, New Business Development, HP, Databases
Education
Tulane University - A.B. Freeman School of Business 2004 — 2005
MFIN, Finance
Tulane University - A.B. Freeman School of Business 2000 — 2004
BSM, Finance
UNC Chapel Hill 2001 — 2001
NUE Agency, LLC August 2015 - Present
The Wetzel Foundation November 2014 - Present
Capax Global April 2012 - Present
Citi June 2010 - April 2012
Allianz Global Investors February 2006 - June 2010
Skills
Cloud Computing, Solution Selling, Professional Services, Management, Microsoft Exchange, CRM, Business Intelligence, Enterprise Architecture, Disaster Recovery, Strategy, Managed Services, E-Discovery Consulting, Enterprise Vault, Data Migration, IT Strategy, Consulting, Storage, Cloud Computing IaaS, Email Archiving, Microsoft CRM, SharePoint, Lync Server 2010, Office 365, Enterprise Solution..., Big Data, Business Strategy, Solution Architecture, Requirements Analysis, Microsoft Technologies, Business Development, Sales Enablement, Vendor Management, Analysis, Business Process..., Partner Management, System Deployment, Customer Engagement, Complex Sales, Enterprise Software, Channel Partners, SaaS, Enterprise Search, Sales, Strategic Partnerships, Account Management, Strategic Planning, New Business Development, HP, Databases
Education
Tulane University - A.B. Freeman School of Business 2004 — 2005
MFIN, Finance
Tulane University - A.B. Freeman School of Business 2000 — 2004
BSM, Finance
UNC Chapel Hill 2001 — 2001
Daniel Preston Daniel Preston's Citi Experience August 2005 - July 2009
Job Clinical Assistant Professor at Indiana University
Industry Higher Education
Experience
Indiana University August 2009 - Present
Citi August 2005 - July 2009
Citi June 2004 - August 2004
Booz Allen Hamilton May 2004 - June 2004
SymphonyIRI Group November 2001 - May 2003
PwC August 2000 - July 2001
Cultura Inglesa May 2000 - August 2000
Ford Motor Company May 1999 - August 1999
ConocoPhillips May 1998 - August 1998
Montell Polyolefins May 1997 - August 1997
Skills
Statistics, Strategy, Research, Program Development, University Teaching, Higher Education, Teaching, Program Evaluation, Public Speaking, Nonprofits, Policy Analysis, Student Affairs, Management, Qualitative Research, Community Outreach
Education
Tufts University - The Fletcher School of Law and Diplomacy
Master of Arts in Law and Diplomacy
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.)
Indiana University August 2009 - Present
Citi August 2005 - July 2009
Citi June 2004 - August 2004
Booz Allen Hamilton May 2004 - June 2004
SymphonyIRI Group November 2001 - May 2003
PwC August 2000 - July 2001
Cultura Inglesa May 2000 - August 2000
Ford Motor Company May 1999 - August 1999
ConocoPhillips May 1998 - August 1998
Montell Polyolefins May 1997 - August 1997
Skills
Statistics, Strategy, Research, Program Development, University Teaching, Higher Education, Teaching, Program Evaluation, Public Speaking, Nonprofits, Policy Analysis, Student Affairs, Management, Qualitative Research, Community Outreach
Education
Tufts University - The Fletcher School of Law and Diplomacy
Master of Arts in Law and Diplomacy
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.)
Jacob Call Jacob Call's Citi Experience July 2015 - Present
Job Investment Banking Associate at Citi
Industry Investment Banking
Experience
Citi July 2015 - Present
CrossFit East Village September 2009 - July 2015
McCafferty & Company March 2014 - September 2014
Steel Sports January 2014 - March 2014
Trident Group, Inc June 2011 - August 2013
United States Navy October 2000 - December 2010
Skills
Special Operations, Intelligence, Tactics, Fitness, Military Operations, Navy, Operational Planning, Weapons, National Security, Counterterrorism, Management, Military, Intelligence Analysis, Residential Homes, Homeland Security, Security Clearance, Military Experience, Defense, Leadership, Organizational..., DoD, Risk Management, Security Management, Government, Leadership Development, Risk Assessment, Executive Protection, Government Contracting, Entrepreneurship, Social Media, Public Relations, Security, Team Building, Program Management, Public Speaking, Operations Management, Strategic Planning, Team Leadership, Investment Banking, Financial Modeling, Financial Analysis, LBO, Valuation, Business Valuation, Mergers & Acquisitions, Finance, Due Diligence, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
University of California, San Diego 2008 — 2010
Bachelor of Arts, Political Science (International Relations)
Citi July 2015 - Present
CrossFit East Village September 2009 - July 2015
McCafferty & Company March 2014 - September 2014
Steel Sports January 2014 - March 2014
Trident Group, Inc June 2011 - August 2013
United States Navy October 2000 - December 2010
Skills
Special Operations, Intelligence, Tactics, Fitness, Military Operations, Navy, Operational Planning, Weapons, National Security, Counterterrorism, Management, Military, Intelligence Analysis, Residential Homes, Homeland Security, Security Clearance, Military Experience, Defense, Leadership, Organizational..., DoD, Risk Management, Security Management, Government, Leadership Development, Risk Assessment, Executive Protection, Government Contracting, Entrepreneurship, Social Media, Public Relations, Security, Team Building, Program Management, Public Speaking, Operations Management, Strategic Planning, Team Leadership, Investment Banking, Financial Modeling, Financial Analysis, LBO, Valuation, Business Valuation, Mergers & Acquisitions, Finance, Due Diligence, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
University of California, San Diego 2008 — 2010
Bachelor of Arts, Political Science (International Relations)
Seema Patel's Citi Experience March 2001 - September 2002
Job Division Chief, Innovation Design and Advisory, Global Development Lab, USAID
Industry International Trade and Development
Experience
USAID September 2014 - Present
DAI March 2009 - September 2014
Center for Strategic and International Studies June 2006 - November 2008
Citi March 2001 - September 2002
Prudential Financial August 2000 - February 2001
Skills
International..., Economic Development, Public/private..., Private Sector..., Strategy, Social Entrepreneurship, International Relations, Corporate Social..., Entrepreneurship, Partnerships, NGOs, Program Management, Public-private..., Policy, Business Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 2004 — 2006
Masters of Law and Diplomacy, International/Global Studies
McGill University - Desautels School of Management 1997 — 2000
Bachelor of Commerce, Finance and International Business
USAID September 2014 - Present
DAI March 2009 - September 2014
Center for Strategic and International Studies June 2006 - November 2008
Citi March 2001 - September 2002
Prudential Financial August 2000 - February 2001
Skills
International..., Economic Development, Public/private..., Private Sector..., Strategy, Social Entrepreneurship, International Relations, Corporate Social..., Entrepreneurship, Partnerships, NGOs, Program Management, Public-private..., Policy, Business Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 2004 — 2006
Masters of Law and Diplomacy, International/Global Studies
McGill University - Desautels School of Management 1997 — 2000
Bachelor of Commerce, Finance and International Business
Jordan Korinis Jordan Korinis's Citi Experience June 2012 - Present
Job CMBS and Real Estate Finance at Citigroup
Industry Real Estate
Experience
Citi June 2012 - Present
Studley June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Capital Markets, Microsoft Word, Analysis, CMBS, Real Estate, Commercial Real Estate, Real Estate Financing, Loan Origination
Education
Tufts University 2008 — 2012
2012, American Studies, Entrepreneurial Leadership Studies
Ridgewood High School 2005 — 2008
Citi June 2012 - Present
Studley June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Capital Markets, Microsoft Word, Analysis, CMBS, Real Estate, Commercial Real Estate, Real Estate Financing, Loan Origination
Education
Tufts University 2008 — 2012
2012, American Studies, Entrepreneurial Leadership Studies
Ridgewood High School 2005 — 2008
Robbin Kalt Robbin Kalt's Citi Experience January 2013 - Present
Job Tax Technology Consultant at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Citi May 2010 - September 2011
Citi July 2009 - May 2010
Morgan Stanley December 2000 - February 2009
Morgan Stanley February 1996 - December 2000
Salomon Brothers December 1993 - February 1996
Salomon Brothers March 1984 - December 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Project Management, Budgets, Leadership, Accounting, Business Analysis, SDLC, Strategic Planning, Integration, Business Process, Project Planning, Finance, Risk Management, Investment Banking, IT Management, Requirements Gathering, Software Development, Enterprise Software, Trading Systems, Banking
Education
Tufts University 1977 — 1981
Bachelor of Science (BS), Summa Cum Laude, Computational Mathematics
Long Beach High School 1974 — 1977
Citi January 2013 - Present
Citi May 2010 - September 2011
Citi July 2009 - May 2010
Morgan Stanley December 2000 - February 2009
Morgan Stanley February 1996 - December 2000
Salomon Brothers December 1993 - February 1996
Salomon Brothers March 1984 - December 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Project Management, Budgets, Leadership, Accounting, Business Analysis, SDLC, Strategic Planning, Integration, Business Process, Project Planning, Finance, Risk Management, Investment Banking, IT Management, Requirements Gathering, Software Development, Enterprise Software, Trading Systems, Banking
Education
Tufts University 1977 — 1981
Bachelor of Science (BS), Summa Cum Laude, Computational Mathematics
Long Beach High School 1974 — 1977
Jill Wyatt's Citi Experience January 1997 - January 2005
Job Integrated Marketing Manager
Industry Marketing and Advertising
Experience
Technossus March 2014 - March 2015
JDW Marketing September 2005 - March 2014
Citi January 1997 - January 2005
UC Irvine The Paul Merage School of Business 1991 - 1997
Skills
Marketing, Marketing Strategy, Strategy, Market Research, Marketing Communications, Competitive Analysis, Integrated Marketing, Advertising, Strategic Planning, Corporate Communications, Management, Marketing Management, Public Relations, Social Media, Brand Development, Mergers & Acquisitions, Press Releases, Direct Marketing, Promotions, Segmentation, Social Media Marketing, B2B Marketing, Project Management, Copywriting, Newsletters, Market Planning, Digital Marketing, Direct Mail, Brand Management, Marketing Research, Email Marketing, Online Marketing, Market Analysis, Brand Awareness, Digital Strategy, Multi-channel Marketing, Blogging, B2B, Webinar Development, Sales Presentations, SEO, Content Strategy, Web Content, Web Content Management, Content Development, Content Writing, Content Marketing, Mobile Content, Web Content Creation, Website Development
Education
University of California, Irvine
MBA, Marketing
UC Irvine, Extension
Certificate, Marketing Communications
University of California, Irvine
Bachelor of Arts, Psychology
Technossus March 2014 - March 2015
JDW Marketing September 2005 - March 2014
Citi January 1997 - January 2005
UC Irvine The Paul Merage School of Business 1991 - 1997
Skills
Marketing, Marketing Strategy, Strategy, Market Research, Marketing Communications, Competitive Analysis, Integrated Marketing, Advertising, Strategic Planning, Corporate Communications, Management, Marketing Management, Public Relations, Social Media, Brand Development, Mergers & Acquisitions, Press Releases, Direct Marketing, Promotions, Segmentation, Social Media Marketing, B2B Marketing, Project Management, Copywriting, Newsletters, Market Planning, Digital Marketing, Direct Mail, Brand Management, Marketing Research, Email Marketing, Online Marketing, Market Analysis, Brand Awareness, Digital Strategy, Multi-channel Marketing, Blogging, B2B, Webinar Development, Sales Presentations, SEO, Content Strategy, Web Content, Web Content Management, Content Development, Content Writing, Content Marketing, Mobile Content, Web Content Creation, Website Development
Education
University of California, Irvine
MBA, Marketing
UC Irvine, Extension
Certificate, Marketing Communications
University of California, Irvine
Bachelor of Arts, Psychology
Jonathan Cukierwar's Citi Experience June 2015 - Present
Job Corporate M&A Analyst at Citi
Industry Banking
Experience
Citi June 2015 - Present
Darwin Fenner Student Managed Fund January 2015 - May 2015
Robinhood December 2014 - May 2015
Green Bull Investment Group May 2014 - May 2015
Pillars of Wall Street January 2015 - January 2015
Tulane Algorithmic Trading Club May 2014 - September 2014
Citi June 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
Tulane University January 2014 - May 2014
Regatta Research & Money Management November 2013 - April 2014
Skills
Microsoft Excel, Leadership, Public Speaking, Equity Research, Teamwork, Statistics, Valuation, Financial Modeling, Investments, Financial Markets
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science, Finance, Minor in Mathematics, Magna Cum Laude
Scarsdale High School 2007 — 2011
Citi June 2015 - Present
Darwin Fenner Student Managed Fund January 2015 - May 2015
Robinhood December 2014 - May 2015
Green Bull Investment Group May 2014 - May 2015
Pillars of Wall Street January 2015 - January 2015
Tulane Algorithmic Trading Club May 2014 - September 2014
Citi June 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
Tulane University January 2014 - May 2014
Regatta Research & Money Management November 2013 - April 2014
Skills
Microsoft Excel, Leadership, Public Speaking, Equity Research, Teamwork, Statistics, Valuation, Financial Modeling, Investments, Financial Markets
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science, Finance, Minor in Mathematics, Magna Cum Laude
Scarsdale High School 2007 — 2011
Margaret (Peggy) LeBoeuf's Citi Experience April 2015 - Present
Job Underwriter at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
SunTrust Mortgage March 2013 - December 2013
Peoples Bank March 2012 - January 2013
Benchmark Lending Group – Home Savings of America September 2003 - February 2012
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, Mortgage Underwriting, FHLMC, Customer Service, Investment Properties, FNMA, Underwriting, Residential Homes, First Time Home Buyers, Residential Mortgages, Investors, Agency and Non-Agency, Conventional and Alt-A, Appraisal Skills, Fannie Mae, Freddie Mac, Purchases, Mortgage Insurance, Jumbo loans, Corelogic, LexusNexus, DataTrac, Encompass, Point, Second Homes, FNMA's DU AUS, FHLMC's LP AUS, AllRegs, Real Estate, Loan Origination, Credit, Credit Analysis
Education
Tulane University 1972 — 1976
Bachelor's Degree, Psychology, 3.0
Escola Americana de Rio de Janeiro 1960 — 1972
High School
Citi April 2015 - Present
SunTrust Mortgage March 2013 - December 2013
Peoples Bank March 2012 - January 2013
Benchmark Lending Group – Home Savings of America September 2003 - February 2012
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, Mortgage Underwriting, FHLMC, Customer Service, Investment Properties, FNMA, Underwriting, Residential Homes, First Time Home Buyers, Residential Mortgages, Investors, Agency and Non-Agency, Conventional and Alt-A, Appraisal Skills, Fannie Mae, Freddie Mac, Purchases, Mortgage Insurance, Jumbo loans, Corelogic, LexusNexus, DataTrac, Encompass, Point, Second Homes, FNMA's DU AUS, FHLMC's LP AUS, AllRegs, Real Estate, Loan Origination, Credit, Credit Analysis
Education
Tulane University 1972 — 1976
Bachelor's Degree, Psychology, 3.0
Escola Americana de Rio de Janeiro 1960 — 1972
High School
Jill Hisey Jill Hisey's Citi Experience November 1988 - February 1990
Job Strategy, Marketing, Partnerships, Business Development
Industry Higher Education
Experience
UCLA Anderson June 2001 - Present
Evolution Marketing June 2001 - 2008
The Tennis Channel June 2001 - December 2003
Disney ABC Television Group May 1994 - June 2001
Dow Jones February 1990 - May 1994
Citi November 1988 - February 1990
Merrill Lynch April 1987 - November 1988
Skills
Marketing, Strategic Planning, Strategic Partnerships, Marketing Communications, Alumni Relations, Strategy, Market Research, Entrepreneurship, Event Planning, New Media, Business Strategy, Public Speaking, Leadership, Marketing Strategy, Management, Organizational..., Affiliate Marketing, Social Media
Education
UCLA
BA, Sociology/Business
University of California, Los Angeles - The Anderson School of Management
MBA, Marketing
UCLA Anderson June 2001 - Present
Evolution Marketing June 2001 - 2008
The Tennis Channel June 2001 - December 2003
Disney ABC Television Group May 1994 - June 2001
Dow Jones February 1990 - May 1994
Citi November 1988 - February 1990
Merrill Lynch April 1987 - November 1988
Skills
Marketing, Strategic Planning, Strategic Partnerships, Marketing Communications, Alumni Relations, Strategy, Market Research, Entrepreneurship, Event Planning, New Media, Business Strategy, Public Speaking, Leadership, Marketing Strategy, Management, Organizational..., Affiliate Marketing, Social Media
Education
UCLA
BA, Sociology/Business
University of California, Los Angeles - The Anderson School of Management
MBA, Marketing
Susie Shatzsall's Citi Experience May 1990 - Present
Job Marketing Project Analyst at Citi
Industry Banking
Experience
Citi May 1990 - Present
Skills
Portfolio Management, Relationship Management, CRM, Credit, Loans, Mortgage Lending, Project Management, Strategic Planning, Strategy, Web Content, Marketing Strategy, Marketing Communications, Banking, Commercial Banking, Direct Marketing, Intranet
Education
Tulsa Community College 1994 — 1996
AAS, Business
Citi May 1990 - Present
Skills
Portfolio Management, Relationship Management, CRM, Credit, Loans, Mortgage Lending, Project Management, Strategic Planning, Strategy, Web Content, Marketing Strategy, Marketing Communications, Banking, Commercial Banking, Direct Marketing, Intranet
Education
Tulsa Community College 1994 — 1996
AAS, Business
Lauren Coulston's Citi Experience September 2012 - May 2013
Job Vice President Content Marketing at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
Citi September 2012 - May 2013
Citi June 2011 - September 2012
Citi February 2010 - June 2011
Morgan Stanley Investment Management September 2009 - February 2010
OppenheimerFunds August 1999 - January 2009
Dreyfus March 1997 - July 1999
Smith Barney September 1995 - March 1997
Skills
Series 7, Series 63, Series 24, 529 Plans, Mutual Funds, Separately Managed..., Retail Banking, Personal Finance, Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Marketing Research, Internal Marketing, Internal Communications, Strategic Communications, Brand Awareness, Brand Management, Digital Partnerships, Strategic Partnerships, Partner Relationship..., Consumer Insights, Thought Leadership, Social Media Marketing, Social Media, Community Management, Twitter, Facebook, LinkedIn, Blog Management, Blog Development, Professional Women, Women Owned Business, Moms, Gen X, Marketing to Women, Copy Editing, Editorial, Writing, Content Development, Content Marketing, Web Content, Content Creation, Pitching Stories, Event Management, Vendor Management, Public Speaking, Published Author, Project Management
Education
Richard Montgomery High School
Tulane University - A.B. Freeman School of Business
B.S., Finance
JPMorgan Chase May 2013 - Present
Citi September 2012 - May 2013
Citi June 2011 - September 2012
Citi February 2010 - June 2011
Morgan Stanley Investment Management September 2009 - February 2010
OppenheimerFunds August 1999 - January 2009
Dreyfus March 1997 - July 1999
Smith Barney September 1995 - March 1997
Skills
Series 7, Series 63, Series 24, 529 Plans, Mutual Funds, Separately Managed..., Retail Banking, Personal Finance, Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Marketing Research, Internal Marketing, Internal Communications, Strategic Communications, Brand Awareness, Brand Management, Digital Partnerships, Strategic Partnerships, Partner Relationship..., Consumer Insights, Thought Leadership, Social Media Marketing, Social Media, Community Management, Twitter, Facebook, LinkedIn, Blog Management, Blog Development, Professional Women, Women Owned Business, Moms, Gen X, Marketing to Women, Copy Editing, Editorial, Writing, Content Development, Content Marketing, Web Content, Content Creation, Pitching Stories, Event Management, Vendor Management, Public Speaking, Published Author, Project Management
Education
Richard Montgomery High School
Tulane University - A.B. Freeman School of Business
B.S., Finance
Fernanda Alcantara Fernanda Alcantara's Citi Experience November 2006 - July 2008
Job Researcher at Facebook
Industry Information Technology and Services
Experience
Facebook July 2015 - Present
Facebook December 2013 - July 2015
Facebook December 2012 - November 2013
Itaú Unibanco September 2011 - November 2012
Liberty Mutual Insurance October 2010 - December 2010
Citi November 2006 - July 2008
Banco Santander April 2003 - November 2006
Proceda May 2002 - March 2003
Mackcell December 2000 - April 2001
Education
University College London, U. of London
Master's degree
Facebook July 2015 - Present
Facebook December 2013 - July 2015
Facebook December 2012 - November 2013
Itaú Unibanco September 2011 - November 2012
Liberty Mutual Insurance October 2010 - December 2010
Citi November 2006 - July 2008
Banco Santander April 2003 - November 2006
Proceda May 2002 - March 2003
Mackcell December 2000 - April 2001
Education
University College London, U. of London
Master's degree
Bryan Percle's Citi Experience August 2014 - Present
Job Investment Associate at Citi
Industry Banking
Experience
Citi August 2014 - Present
JPMorgan August 2009 - August 2014
JPMorgan Chase January 2007 - August 2009
Capital One Bank October 2005 - January 2007
Benecom Technologies May 2004 - August 2005
Skills
Portfolio Management, Investments, Credit, New Business Development, Real Estate, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Corporate Finance, Banking, Finance, Financial Advisory, Financial Reporting, Series 7, Mutual Funds, Loans, Analysis
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance and Management
University of New Orleans 1998 — 2003
BS, Finance
Brother Martin 1994 — 1998
Citi August 2014 - Present
JPMorgan August 2009 - August 2014
JPMorgan Chase January 2007 - August 2009
Capital One Bank October 2005 - January 2007
Benecom Technologies May 2004 - August 2005
Skills
Portfolio Management, Investments, Credit, New Business Development, Real Estate, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Corporate Finance, Banking, Finance, Financial Advisory, Financial Reporting, Series 7, Mutual Funds, Loans, Analysis
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance and Management
University of New Orleans 1998 — 2003
BS, Finance
Brother Martin 1994 — 1998
Carlos Ayestas's Citi Experience 2006 - 2008
Job Director of Business Development at Hub Enterprises, Inc
Industry Security and Investigations
Experience
Hub Enterprises, Inc February 2015 - Present
G4S Compliance & Investigations September 2013 - Present
GCS Investigative Services, Inc. August 2014 - February 2015
Global Options Services April 2009 - August 2013
Citi 2006 - 2008
National Education 2003 - 2006
AmSouth Bank 2001 - 2003
Whitney National Bank 1998 - 2001
Skills
Customer Service, Strategic Planning, Account Management, Sales Management, Insurance, Workers Compensation, Training, Risk Management, Selling, Fraud, Marketing, Sales Operations, Marketing Strategy, Public Speaking, Leadership, Project Management, Business Development, Sales Process, Management, New Business Development, Team Building, Salesforce.com, Microsoft Office, Process Improvement, Sales, Claim, Executive Management, Outlook, Direct Sales, Customer Retention, Contract Negotiation, Sales Presentations, Private Investigations, Claim Investigation, Claims Management, Liability, Workers' Compensation..., Subrogation, Background Checks, Surveillance, Accident, Internal Investigations, Investigation, Legal Liability, Employee Benefits, Asset Protection, Corporate Security, Building Relationships, Operations Management, Casualty
Education
Tulane University 2008 — 2012
B.A., Major: Marketing Minor: Small Business Development
Hub Enterprises, Inc February 2015 - Present
G4S Compliance & Investigations September 2013 - Present
GCS Investigative Services, Inc. August 2014 - February 2015
Global Options Services April 2009 - August 2013
Citi 2006 - 2008
National Education 2003 - 2006
AmSouth Bank 2001 - 2003
Whitney National Bank 1998 - 2001
Skills
Customer Service, Strategic Planning, Account Management, Sales Management, Insurance, Workers Compensation, Training, Risk Management, Selling, Fraud, Marketing, Sales Operations, Marketing Strategy, Public Speaking, Leadership, Project Management, Business Development, Sales Process, Management, New Business Development, Team Building, Salesforce.com, Microsoft Office, Process Improvement, Sales, Claim, Executive Management, Outlook, Direct Sales, Customer Retention, Contract Negotiation, Sales Presentations, Private Investigations, Claim Investigation, Claims Management, Liability, Workers' Compensation..., Subrogation, Background Checks, Surveillance, Accident, Internal Investigations, Investigation, Legal Liability, Employee Benefits, Asset Protection, Corporate Security, Building Relationships, Operations Management, Casualty
Education
Tulane University 2008 — 2012
B.A., Major: Marketing Minor: Small Business Development
Jolie Eisner Jolie Eisner's Citi Experience June 1990 - June 2010
Job Risk and Business Executive
Industry Financial Services
Experience
JPMorgan Chase June 2010 - Present
Citi June 1990 - June 2010
Drexel Burnham Lambert June 1987 - June 1990
Citi November 1985 - June 1987
PepsiCo June 1981 - June 1985
American Express June 1977 - June 1981
Skills
Risk Management, International Business, Credit, Operational Risk..., Anti Money Laundering, Finance, Business Strategy, Leadership, Investment Banking, Capital Markets, Corporate Governance, Risk Governance, Corporate Finance, Hedge Funds, Private Equity, Commercial Banking, Risk Assessment, Strategy, Valuation, Internal/External..., Management
Education
New York University, Stern School of Business 1976 — 1977
MBA, International Finance
Tufts University 1972 — 1976
BA, French Language and Literature
The Westminster Schools
High School
JPMorgan Chase June 2010 - Present
Citi June 1990 - June 2010
Drexel Burnham Lambert June 1987 - June 1990
Citi November 1985 - June 1987
PepsiCo June 1981 - June 1985
American Express June 1977 - June 1981
Skills
Risk Management, International Business, Credit, Operational Risk..., Anti Money Laundering, Finance, Business Strategy, Leadership, Investment Banking, Capital Markets, Corporate Governance, Risk Governance, Corporate Finance, Hedge Funds, Private Equity, Commercial Banking, Risk Assessment, Strategy, Valuation, Internal/External..., Management
Education
New York University, Stern School of Business 1976 — 1977
MBA, International Finance
Tufts University 1972 — 1976
BA, French Language and Literature
The Westminster Schools
High School
J.W. Boyden's Citi Experience March 2012 - Present
Job Trader at Citi
Industry Capital Markets
Experience
Citi March 2012 - Present
Citi January 2010 - February 2012
ConocoPhillips June 2009 - August 2009
Cargill May 2008 - August 2008
TXU May 2007 - August 2007
Education
Tulane University - A.B. Freeman School of Business 2006 — 2009
BSM, Finance
Citi March 2012 - Present
Citi January 2010 - February 2012
ConocoPhillips June 2009 - August 2009
Cargill May 2008 - August 2008
TXU May 2007 - August 2007
Education
Tulane University - A.B. Freeman School of Business 2006 — 2009
BSM, Finance
Jay Glickman Jay Glickman's Citi Experience June 2015 - Present
Job Summer Analyst at Citi
Industry
Experience
Citi June 2015 - Present
Skills
Data Analysis, Financial Modeling, Financial Analysis, Valuation, Economics
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Quantitative Economics
Horace Greeley High School 2008 — 2012
Citi June 2015 - Present
Skills
Data Analysis, Financial Modeling, Financial Analysis, Valuation, Economics
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Quantitative Economics
Horace Greeley High School 2008 — 2012
Brian Egwele's Citi Experience January 2009 - May 2009
Job Principal at Sagent Advisors, LLC
Industry Investment Banking
Experience
Sagent Advisors June 2009 - Present
Citi January 2009 - May 2009
Citi July 2005 - December 2008
Citi July 2002 - June 2005
Citi June 2001 - August 2001
Citi June 2000 - August 2000
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Equities, Restructuring, Financial Advisory, Sell Side, Valuation, Financial Modeling, Private Equity, Corporate Finance, Capital Markets, Due Diligence, LBO, Business Valuation, Bloomberg, Corporate Development, Financial Analysis, Investments, DCF, Portfolio Management, Divestitures
Education
Tulane University 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Xavier University of Louisiana 1997 — 1999
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies
Sagent Advisors June 2009 - Present
Citi January 2009 - May 2009
Citi July 2005 - December 2008
Citi July 2002 - June 2005
Citi June 2001 - August 2001
Citi June 2000 - August 2000
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Equities, Restructuring, Financial Advisory, Sell Side, Valuation, Financial Modeling, Private Equity, Corporate Finance, Capital Markets, Due Diligence, LBO, Business Valuation, Bloomberg, Corporate Development, Financial Analysis, Investments, DCF, Portfolio Management, Divestitures
Education
Tulane University 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Xavier University of Louisiana 1997 — 1999
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies
Priti Ravi's Citi Experience June 2008 - January 2012
Job VP Rates Trading Analytics at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank January 2012 - Present
Citi June 2008 - January 2012
JPMorgan Chase November 2006 - June 2008
JPMorgan Chase November 2004 - October 2006
Skills
Financial Modeling, Fixed Income, Business Analysis, Financial Analysis, Capital Markets, Financial Services, Valuation, Vendor Management, Banking, Relationship Management, Derivatives, Asset Managment, Analytics, Business Process..., Strategic Planning, Business Strategy
Education
UCL 1998 — 2001
B.Sc. Honours, Information Management
Deutsche Bank January 2012 - Present
Citi June 2008 - January 2012
JPMorgan Chase November 2006 - June 2008
JPMorgan Chase November 2004 - October 2006
Skills
Financial Modeling, Fixed Income, Business Analysis, Financial Analysis, Capital Markets, Financial Services, Valuation, Vendor Management, Banking, Relationship Management, Derivatives, Asset Managment, Analytics, Business Process..., Strategic Planning, Business Strategy
Education
UCL 1998 — 2001
B.Sc. Honours, Information Management
Niko Vittas's Citi Experience June 2007 - August 2007
Job Vice President Real Estate, Gaming and Lodging Investment Banking at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch April 2013 - February 2014
Barclays Capital August 2010 - April 2013
Lamb Partners / Rush Street Gaming Management August 2009 - December 2009
Barclays Capital June 2009 - August 2009
Las Vegas Sands Corporation June 2008 - September 2008
Citi June 2007 - August 2007
Tropicana Casino & Resort 2004 - 2005
Skills
Excel, Microsoft Office, PowerPoint, Word, Financial Modeling, Financial Analysis, Financial Planning, Financial Reporting, Hospitality Management, Hospitality Industry, Casino Marketing, Budget Development, Budget Analysis, Mergers, Investment Banking, Corporate Law
Education
UCLA School of Law 2007 — 2010
JD, Business Law
UCLA Anderson School of Management 2006 — 2010
MBA, Finance
Wharton School, University of Pennsylvania 1999 — 2003
B.S. Economics, Business Management
Sidwell Friends School 1986 — 1999
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch April 2013 - February 2014
Barclays Capital August 2010 - April 2013
Lamb Partners / Rush Street Gaming Management August 2009 - December 2009
Barclays Capital June 2009 - August 2009
Las Vegas Sands Corporation June 2008 - September 2008
Citi June 2007 - August 2007
Tropicana Casino & Resort 2004 - 2005
Skills
Excel, Microsoft Office, PowerPoint, Word, Financial Modeling, Financial Analysis, Financial Planning, Financial Reporting, Hospitality Management, Hospitality Industry, Casino Marketing, Budget Development, Budget Analysis, Mergers, Investment Banking, Corporate Law
Education
UCLA School of Law 2007 — 2010
JD, Business Law
UCLA Anderson School of Management 2006 — 2010
MBA, Finance
Wharton School, University of Pennsylvania 1999 — 2003
B.S. Economics, Business Management
Sidwell Friends School 1986 — 1999
Chris Snider's Citi Experience January 2008 - Present
Job Director at Citi Global Markets & Banking
Industry Financial Services
Experience
Citi January 2008 - Present
Citi March 2003 - December 2007
Education
UCLA Anderson School of Management 2000 — 2002
Citi January 2008 - Present
Citi March 2003 - December 2007
Education
UCLA Anderson School of Management 2000 — 2002
Aaron Manrique's Citi Experience 2009 - 2011
Job Merchandise at Riot Games
Industry Entertainment
Experience
Riot Games 2015 - Present
Riot Games 2013 - 2015
Gaikai 2012 - 2012
Citi 2009 - 2011
Yum! Brands 2008 - 2009
McKinsey & Company 2007 - 2008
Skills
Strategy, Strategic Planning, Marketing, Forecasting, Customer Insight, Data Mining, Data Analysis, Analytics, Market Research, Competitive Analysis, Financial Modeling, Business Strategy, Management Consulting, Business Development, Strategic Partnerships, Analysis, Business Planning, Business Analysis, Project Management, Leadership, Management, Product Management, Market Analysis
Education
UCLA Anderson School of Management
M.B.A.
Universidad Nacional Autonoma de Mexico
Bachelor of Science
Riot Games 2015 - Present
Riot Games 2013 - 2015
Gaikai 2012 - 2012
Citi 2009 - 2011
Yum! Brands 2008 - 2009
McKinsey & Company 2007 - 2008
Skills
Strategy, Strategic Planning, Marketing, Forecasting, Customer Insight, Data Mining, Data Analysis, Analytics, Market Research, Competitive Analysis, Financial Modeling, Business Strategy, Management Consulting, Business Development, Strategic Partnerships, Analysis, Business Planning, Business Analysis, Project Management, Leadership, Management, Product Management, Market Analysis
Education
UCLA Anderson School of Management
M.B.A.
Universidad Nacional Autonoma de Mexico
Bachelor of Science
Margo Chen's Citi Experience January 2013 - Present
Job Director at Citi
Industry Banking
Experience
Citi January 2013 - Present
Citi October 2010 - January 2013
HSBC February 2009 - October 2010
Citi Markets & Banking July 2004 - December 2008
Skills
Portfolio Management, Corporate Finance, Credit Risk, Risk Management, Structured Finance, Relationship Management, Banking, Credit Analysis, Financial Modeling
Education
Tufts University 2000 — 2004
BA, Economics
Citi January 2013 - Present
Citi October 2010 - January 2013
HSBC February 2009 - October 2010
Citi Markets & Banking July 2004 - December 2008
Skills
Portfolio Management, Corporate Finance, Credit Risk, Risk Management, Structured Finance, Relationship Management, Banking, Credit Analysis, Financial Modeling
Education
Tufts University 2000 — 2004
BA, Economics
Ellen Chen's Citi Experience August 2008 - June 2013
Job First Vice President International Banking Relationship Manager at East West Bank
Industry Banking
Experience
East West Bank July 2013 - Present
Citi August 2008 - June 2013
KPMG 2003 - 2006
Skills
Business, Business Strategy, Financial Services, Corporate Advisory, Salesforce.com, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Accounting, Financial Reporting, Market Research, Mergers, Corporate Finance, Private Equity, Business Development, Competitive Analysis, Strategy, Start-ups, Mergers & Acquisitions, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
Master of Business Administration (MBA), Finance and Strategy
University of California, Berkeley 1999 — 2003
BA, Economics and Psychology with a Business Administration Minor
East West Bank July 2013 - Present
Citi August 2008 - June 2013
KPMG 2003 - 2006
Skills
Business, Business Strategy, Financial Services, Corporate Advisory, Salesforce.com, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Accounting, Financial Reporting, Market Research, Mergers, Corporate Finance, Private Equity, Business Development, Competitive Analysis, Strategy, Start-ups, Mergers & Acquisitions, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
Master of Business Administration (MBA), Finance and Strategy
University of California, Berkeley 1999 — 2003
BA, Economics and Psychology with a Business Administration Minor
Jeffrey Steinberg's Citi Experience October 2005 - January 2009
Job Chief Marketing Officer at Cash America
Industry Marketing and Advertising
Experience
Cash America April 2014 - Present
Nationstar Mortgage January 2012 - April 2014
Marketingise February 2009 - December 2011
Citi October 2005 - January 2009
Citi September 2002 - October 2005
Citi September 2000 - September 2002
The Associates June 1999 - September 2000
The Associates March 1998 - May 1999
The Associates April 1997 - March 1998
The Associates December 1996 - April 1997
Skills
Financial Services, Database Marketing, Analytics, Portfolio Management, Credit, Strategic Planning, Segmentation, Mergers, Direct Marketing, Banking, Customer Acquisition, Marketing Strategy, Start-ups, Mergers & Acquisitions, Business Development, Operations Management, Strategy, Product Management, Lead Generation, Integrated Marketing
Education
Tulane University - A.B. Freeman School of Business 1983 — 1987
BSM, Finance
University of Houston 1992 — 1995
MBA, Finance
Cash America April 2014 - Present
Nationstar Mortgage January 2012 - April 2014
Marketingise February 2009 - December 2011
Citi October 2005 - January 2009
Citi September 2002 - October 2005
Citi September 2000 - September 2002
The Associates June 1999 - September 2000
The Associates March 1998 - May 1999
The Associates April 1997 - March 1998
The Associates December 1996 - April 1997
Skills
Financial Services, Database Marketing, Analytics, Portfolio Management, Credit, Strategic Planning, Segmentation, Mergers, Direct Marketing, Banking, Customer Acquisition, Marketing Strategy, Start-ups, Mergers & Acquisitions, Business Development, Operations Management, Strategy, Product Management, Lead Generation, Integrated Marketing
Education
Tulane University - A.B. Freeman School of Business 1983 — 1987
BSM, Finance
University of Houston 1992 — 1995
MBA, Finance
Ellison Muwalo's Citi Experience August 2010 - January 2011
Job Consultant at Morgan Stanley
Industry Telecommunications
Experience
Alcatel-Lucent Motive March 2015 - Present
Morgan Stanley August 2012 - February 2015
Blackstratus April 2012 - June 2012
netForensics December 2010 - April 2012
Citi August 2010 - January 2011
Bridgewater Systems February 2009 - May 2010
AT&T February 2007 - February 2009
Verizon July 2004 - July 2006
TOLLGRADE COMMUNICATIONS January 2003 - July 2004
Lucent Technologies October 1996 - 2001
Skills
Unix, Windows, Disaster Recovery, Tomcat, Databases, SQL, Solaris, Testing, IP, Technical Support, Integration, Servers, Software Documentation, Java, Unix Shell Scripting, System Administration, Agile Methodologies, High Availability, Troubleshooting, Security, PL/SQL, Apache, Linux, Perl, Product Management, Red Hat Linux, Shell Scripting, Wireless, User Acceptance Testing, Telecommunications, Firewalls, Quality Assurance, Requirements Analysis, CRM, System Deployment, Enterprise Software, Analysis, Oracle, SDLC, Project Management
Education
Tuskegee University 1978 — 1983
MSEE, Electrical Engineering
Alcatel-Lucent Motive March 2015 - Present
Morgan Stanley August 2012 - February 2015
Blackstratus April 2012 - June 2012
netForensics December 2010 - April 2012
Citi August 2010 - January 2011
Bridgewater Systems February 2009 - May 2010
AT&T February 2007 - February 2009
Verizon July 2004 - July 2006
TOLLGRADE COMMUNICATIONS January 2003 - July 2004
Lucent Technologies October 1996 - 2001
Skills
Unix, Windows, Disaster Recovery, Tomcat, Databases, SQL, Solaris, Testing, IP, Technical Support, Integration, Servers, Software Documentation, Java, Unix Shell Scripting, System Administration, Agile Methodologies, High Availability, Troubleshooting, Security, PL/SQL, Apache, Linux, Perl, Product Management, Red Hat Linux, Shell Scripting, Wireless, User Acceptance Testing, Telecommunications, Firewalls, Quality Assurance, Requirements Analysis, CRM, System Deployment, Enterprise Software, Analysis, Oracle, SDLC, Project Management
Education
Tuskegee University 1978 — 1983
MSEE, Electrical Engineering
Jeffrey Hacker's Citi Experience February 2011 - Present
Job Asst. General counsel & senior VP at Citi
Industry Law Practice
Experience
Citi February 2011 - Present
Amschler & Hacker, P.C. November 2010 - February 2011
Brightgreen Home Loans, Inc. May 2010 - December 2010
Prime Sentry Financial, LLC 2004 - 2010
Safeco Texas 2001 - 2001
BNC Real Estate 1999 - 2001
PHH Homequity 1988 - 1996
PHH Asset Management 1988 - 1991
Federal Deposit Insurance Corporation 1984 - 1987
FDIC 1984 - 1987
Skills
Real Estate, Mortgage Lending, Finance, Corporate Law, Mediation, Estate Planning, Litigation, Commercial Mortgages, Residential Homes, Commercial Real Estate, Foreclosures, Corporations, Banking, FHA, Corporate Governance, Bankruptcy, Wills, Estate Law, Commercial Lending, Licensing, Mergers & Acquisitions, Real Estate Transactions, Management, Trusts, Financial Services, Mortgage Banking, Loans, Loan Origination, Due Diligence, Default, Investments, Loss Mitigation, Real Estate Economics, Asset Management, Mortgage Servicing, Residential Mortgages
Education
Tulane University 1966 — 1970
BA, Political Science
JD
Citi February 2011 - Present
Amschler & Hacker, P.C. November 2010 - February 2011
Brightgreen Home Loans, Inc. May 2010 - December 2010
Prime Sentry Financial, LLC 2004 - 2010
Safeco Texas 2001 - 2001
BNC Real Estate 1999 - 2001
PHH Homequity 1988 - 1996
PHH Asset Management 1988 - 1991
Federal Deposit Insurance Corporation 1984 - 1987
FDIC 1984 - 1987
Skills
Real Estate, Mortgage Lending, Finance, Corporate Law, Mediation, Estate Planning, Litigation, Commercial Mortgages, Residential Homes, Commercial Real Estate, Foreclosures, Corporations, Banking, FHA, Corporate Governance, Bankruptcy, Wills, Estate Law, Commercial Lending, Licensing, Mergers & Acquisitions, Real Estate Transactions, Management, Trusts, Financial Services, Mortgage Banking, Loans, Loan Origination, Due Diligence, Default, Investments, Loss Mitigation, Real Estate Economics, Asset Management, Mortgage Servicing, Residential Mortgages
Education
Tulane University 1966 — 1970
BA, Political Science
JD
Michael Terrasi's Citi Experience 2004 - July 2008
Job AVP at Knight Capital Group
Industry Computer Software
Experience
Knight Capital Group June 2010 - Present
OppenheimerFunds July 2008 - September 2010
Citi 2004 - July 2008
Education
Tufts University
Bachelor of Science, Computer Science
Knight Capital Group June 2010 - Present
OppenheimerFunds July 2008 - September 2010
Citi 2004 - July 2008
Education
Tufts University
Bachelor of Science, Computer Science
Thomas Hohenberg's Citi Experience Business AnalystCitigroup2007 - 2008
Job Business Analyst at Citi
Industry Financial Services
Experience
Citi Business AnalystCitigroup2007 - 2008
Education
UCL 2005 — 2006
Citi Business AnalystCitigroup2007 - 2008
Education
UCL 2005 — 2006
Terri Bailey, CISSP's Citi Experience October 2011 - Present
Job Experienced Information Security Officer
Industry Financial Services
Experience
Citi October 2011 - Present
Citifinancial Auto November 2003 - November 2010
Auto One Acceptance Corporation August 2000 - November 2003
LoneStar Mortgagee Services June 1996 - August 2000
Skills
Information Security..., Disaster Recovery, Information Security, Project Portfolio..., SDLC, Credit, Requirements Analysis, IT Management, GLBA, Business Continuity, Risk Management, Risk Assessment, ITIL, IT Service Management, Policy, Business Continuity..., Security, Visio, Banking, Auditing, Portfolio Management, Leadership, Process Improvement, SharePoint, IT Strategy, Project Management, Relationship Management, Vendor Management, PMO, Business Analysis, Change Management, IT Audit, Security Policy, Governance, Information Technology, Incident Management, IT Operations
Education
Tufts University 1973 — 1977
BA, History, magna cum laude
Manhasset High School 1969 — 1973
Citi October 2011 - Present
Citifinancial Auto November 2003 - November 2010
Auto One Acceptance Corporation August 2000 - November 2003
LoneStar Mortgagee Services June 1996 - August 2000
Skills
Information Security..., Disaster Recovery, Information Security, Project Portfolio..., SDLC, Credit, Requirements Analysis, IT Management, GLBA, Business Continuity, Risk Management, Risk Assessment, ITIL, IT Service Management, Policy, Business Continuity..., Security, Visio, Banking, Auditing, Portfolio Management, Leadership, Process Improvement, SharePoint, IT Strategy, Project Management, Relationship Management, Vendor Management, PMO, Business Analysis, Change Management, IT Audit, Security Policy, Governance, Information Technology, Incident Management, IT Operations
Education
Tufts University 1973 — 1977
BA, History, magna cum laude
Manhasset High School 1969 — 1973
Becky Moyer's Citi Experience August 1992 - December 1997
Job Senior Business Analyst at Clayton Homes
Industry Information Services
Experience
Clayton Homes July 2013 - Present
Prudential Financial June 2011 - June 2013
Prudential Financial October 2010 - June 2011
Prudential Financial February 2009 - October 2010
Prudential Financial February 2006 - January 2009
Prudential Financial May 2000 - February 2006
Emery Worldwide January 1998 - May 2000
Citi August 1992 - December 1997
Skills
Business Process..., Business Analysis, User Acceptance Testing, Process Improvement, Visio, Analysis, Process Engineering, Metrics, Change Management, Project Management, Access, Data Analysis, Six Sigma, MS Project, Strategic Planning
Education
University of Scranton 2000 — 2007
MBA, Management Information Systems, General
Tusculum College 1992 — 1997
Bachelor of Science (BS), Organizational Management
Clayton Homes July 2013 - Present
Prudential Financial June 2011 - June 2013
Prudential Financial October 2010 - June 2011
Prudential Financial February 2009 - October 2010
Prudential Financial February 2006 - January 2009
Prudential Financial May 2000 - February 2006
Emery Worldwide January 1998 - May 2000
Citi August 1992 - December 1997
Skills
Business Process..., Business Analysis, User Acceptance Testing, Process Improvement, Visio, Analysis, Process Engineering, Metrics, Change Management, Project Management, Access, Data Analysis, Six Sigma, MS Project, Strategic Planning
Education
University of Scranton 2000 — 2007
MBA, Management Information Systems, General
Tusculum College 1992 — 1997
Bachelor of Science (BS), Organizational Management
Daniel Moynihan's Citi Experience August 2014 - Present
Job Investment Banking Associate Citi
Industry Banking
Experience
Citi August 2014 - Present
Citi June 2013 - August 2013
Space Systems Loral August 2010 - August 2012
USS George H. W. Bush (CVN-77) January 2008 - August 2010
USS McCampbell (DDG-85) October 2004 - August 2006
Skills
Engineering Management, Nuclear, Integration, Navy, Security Clearance, Testing, Six Sigma, Process Improvement, Electrical Engineering, Earned Value Management, Program Management, Power Generation, Cross-functional Team..., Battery Management..., Defense, DoD, Mergers & Acquisitions, Operational Planning, Due Diligence, Electric Power, Lithium-ion Batteries, Solar PV, Leadership, Manufacturing, Military, Systems Engineering, Solar Energy, Nuclear Engineering, Financial Modeling, Analysis, Financial Analysis, Strategic Planning, Project Management, Management
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
United States Naval Academy 2000 — 2004
Bachelor of Science; Degree, Systems Engineering, with Merit
Phillips Exeter Academy 1997 — 2000
Citi August 2014 - Present
Citi June 2013 - August 2013
Space Systems Loral August 2010 - August 2012
USS George H. W. Bush (CVN-77) January 2008 - August 2010
USS McCampbell (DDG-85) October 2004 - August 2006
Skills
Engineering Management, Nuclear, Integration, Navy, Security Clearance, Testing, Six Sigma, Process Improvement, Electrical Engineering, Earned Value Management, Program Management, Power Generation, Cross-functional Team..., Battery Management..., Defense, DoD, Mergers & Acquisitions, Operational Planning, Due Diligence, Electric Power, Lithium-ion Batteries, Solar PV, Leadership, Manufacturing, Military, Systems Engineering, Solar Energy, Nuclear Engineering, Financial Modeling, Analysis, Financial Analysis, Strategic Planning, Project Management, Management
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
United States Naval Academy 2000 — 2004
Bachelor of Science; Degree, Systems Engineering, with Merit
Phillips Exeter Academy 1997 — 2000
james beckedorff's Citi Experience March 2006 - September 2012
Job Registered Associate at Citi
Industry Capital Markets
Experience
Daiwa Capital Markets April 2014 - Present
Citigroup March 2006 - September 2012
Citi March 2006 - September 2012
Skills
Fixed Income, Series 7, Equities, Capital Markets, Securities, Alternative Investments, Options, Financial Analysis, Bloomberg Terminal, Private Equity, Banking, Strategic Planning, Series 63, CRM, Sales
Education
Tulane University - A.B. Freeman School of Business 2000 — 2004
BS, Finance
Daiwa Capital Markets April 2014 - Present
Citigroup March 2006 - September 2012
Citi March 2006 - September 2012
Skills
Fixed Income, Series 7, Equities, Capital Markets, Securities, Alternative Investments, Options, Financial Analysis, Bloomberg Terminal, Private Equity, Banking, Strategic Planning, Series 63, CRM, Sales
Education
Tulane University - A.B. Freeman School of Business 2000 — 2004
BS, Finance
David Larsen's Citi Experience April 2006 - September 2008
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Jefferies LLC August 2010 - Present
Citi April 2006 - September 2008
Education
UCLA Anderson School of Management
Bank of America Merrill Lynch July 2014 - Present
Jefferies LLC August 2010 - Present
Citi April 2006 - September 2008
Education
UCLA Anderson School of Management
Courtney Ward's Citi Experience March 2006 - Present
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citi March 2006 - Present
JPMorgan Chase & Co. June 1995 - March 2006
United States Senate October 1993 - June 1995
U.S. House of Representatives April 1989 - October 1993
United States Presidential Transition November 1992 - January 1993
U.S. House of Representatives July 1985 - March 1989
Skills
Investment Banking, Public Sector Financial..., Series 24, Capital Markets, Securities, Management, Financial Services, Government, Federal Government..., Policy, Valuation, Finance, Fixed Income, Federal Agencies, Housing Finance, Series 7, Series 63, Hedge Funds
Education
Tufts University 1981 — 1985
Collegiate School (NYC) 1971 — 1981
Citi March 2006 - Present
JPMorgan Chase & Co. June 1995 - March 2006
United States Senate October 1993 - June 1995
U.S. House of Representatives April 1989 - October 1993
United States Presidential Transition November 1992 - January 1993
U.S. House of Representatives July 1985 - March 1989
Skills
Investment Banking, Public Sector Financial..., Series 24, Capital Markets, Securities, Management, Financial Services, Government, Federal Government..., Policy, Valuation, Finance, Fixed Income, Federal Agencies, Housing Finance, Series 7, Series 63, Hedge Funds
Education
Tufts University 1981 — 1985
Collegiate School (NYC) 1971 — 1981
Joe Gibaldi's Citi Experience January 2003 - December 2008
Job Regional Sales Director at Chase
Industry Banking
Experience
Chase 2014 - Present
Chase 2012 - 2014
Chase June 2011 - May 2012
Luxury Mortgage Corp April 2009 - June 2011
Citi January 2003 - December 2008
Wells Fargo 1995 - 2003
Wells Fargo 1994 - 1995
Wells Fargo 1992 - 1994
US Navy 1981 - 1992
Skills
Leadership, Management, Sales Management, Change Management, Relationship Management, Business Development, Program Management, Training, Process Improvement, Customer Service, Vendor Management, Strategic Planning, Marketing, Mortgage Lending, Banking, Military, Business Analysis, Credit, Analysis, Sales, Loans, Mortgage Banking, Project Management, Team Building, Mergers & Acquisitions, Negotiation, Coaching
Education
Tulane University
Bachelor's Degree, Mathematics
University of Denver
MS, Systems Management
Chase 2014 - Present
Chase 2012 - 2014
Chase June 2011 - May 2012
Luxury Mortgage Corp April 2009 - June 2011
Citi January 2003 - December 2008
Wells Fargo 1995 - 2003
Wells Fargo 1994 - 1995
Wells Fargo 1992 - 1994
US Navy 1981 - 1992
Skills
Leadership, Management, Sales Management, Change Management, Relationship Management, Business Development, Program Management, Training, Process Improvement, Customer Service, Vendor Management, Strategic Planning, Marketing, Mortgage Lending, Banking, Military, Business Analysis, Credit, Analysis, Sales, Loans, Mortgage Banking, Project Management, Team Building, Mergers & Acquisitions, Negotiation, Coaching
Education
Tulane University
Bachelor's Degree, Mathematics
University of Denver
MS, Systems Management
Henry Schwake's Citi Experience 2000 - 2011
Job Managing Director, Global Corporate Bank, J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2011 - Present
Citi 2000 - 2011
J.P. Morgan 1998 - 2000
Wedbush Securities 1994 - 1998
Kenneth Leventhal & Co. 1991 - 1993
Education
Anderson School at UCLA
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics (BSE), Finance and Real Estate
J.P. Morgan 2011 - Present
Citi 2000 - 2011
J.P. Morgan 1998 - 2000
Wedbush Securities 1994 - 1998
Kenneth Leventhal & Co. 1991 - 1993
Education
Anderson School at UCLA
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics (BSE), Finance and Real Estate
Denise Durham Williams's Citi Experience October 2007 - September 2008
Job Values Driven Senior Executive
Industry Nonprofit Organization Management
Experience
Citi October 2007 - September 2008
Citibank March 2004 - September 2007
Education
Tufts University 1976 — 1979
BA, Economics
Citi October 2007 - September 2008
Citibank March 2004 - September 2007
Education
Tufts University 1976 — 1979
BA, Economics
Will Han's Citi Experience September 2013 - Present
Job Vice President at Citi
Industry Financial Services
Experience
Citi September 2013 - Present
Popular Community Bank (Branch Closure) May 2012 - September 2013
Skills
Banking, Account Management, Sales Management, Retail Banking, Business Development, New Business Development, Commercial Lending, Commercial Real Estate, SBA, Investment Banking, Customer Service, Commercial Banking, Credit, Portfolio Management, Loans, Treasury Management, Cash Management, Credit Analysis, Small Business Lending, Mortgage Lending, Loan Origination, Consumer Lending, Lines Of Credit, Risk Management, Leadership, Wealth Management, Investments, Commercial Mortgages, Financial Services, Deposits, Branch Banking, Cross Selling, Branch Management, Asset Based Lending, C&I Lending, Cash Flow Lending, Mortgage Banking, Underwriting, Relationship Management, Credit Risk, Private Banking, Refinance, Small Business, CRM, Sales, Executive Management, Funding, Real Estate Financing, Sales Management..., Team Management
Education
University of California, Irvine
Bachelors of arts, Political Science, 3.6 GPA
University of Southern California
UC Irvine, Extension
CFA Level 1
Citi September 2013 - Present
Popular Community Bank (Branch Closure) May 2012 - September 2013
Skills
Banking, Account Management, Sales Management, Retail Banking, Business Development, New Business Development, Commercial Lending, Commercial Real Estate, SBA, Investment Banking, Customer Service, Commercial Banking, Credit, Portfolio Management, Loans, Treasury Management, Cash Management, Credit Analysis, Small Business Lending, Mortgage Lending, Loan Origination, Consumer Lending, Lines Of Credit, Risk Management, Leadership, Wealth Management, Investments, Commercial Mortgages, Financial Services, Deposits, Branch Banking, Cross Selling, Branch Management, Asset Based Lending, C&I Lending, Cash Flow Lending, Mortgage Banking, Underwriting, Relationship Management, Credit Risk, Private Banking, Refinance, Small Business, CRM, Sales, Executive Management, Funding, Real Estate Financing, Sales Management..., Team Management
Education
University of California, Irvine
Bachelors of arts, Political Science, 3.6 GPA
University of Southern California
UC Irvine, Extension
CFA Level 1
Brad Ladden's Citi Experience Managing DirectorCitiAugust 2002 - Present
Job Managing Director at Citi
Industry Investment Banking
Experience
Citi Managing DirectorCitiAugust 2002 - Present
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
B.S.M., Fianance/Accounting
Citi Managing DirectorCitiAugust 2002 - Present
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
B.S.M., Fianance/Accounting
Martin Sobolewski, CFA's Citi Experience May 2008 - August 2008
Job Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors December 2012 - Present
Dimensional Fund Advisors March 2010 - December 2012
Citi May 2008 - August 2008
UBS Investment Bank January 2005 - August 2007
KPMG 2003 - 2004
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Hedge Funds, Asset Managment, Investment Management, Alternative Investments, Investments, Fixed Income, Portfolio Management, Asset Allocation, Private Equity, Capital Markets, Due Diligence, Equity Research, Corporate Finance, Investment Banking, Venture Capital
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance & Strategy
University of Washington 1999 — 2003
BBA, Finance
Dimensional Fund Advisors December 2012 - Present
Dimensional Fund Advisors March 2010 - December 2012
Citi May 2008 - August 2008
UBS Investment Bank January 2005 - August 2007
KPMG 2003 - 2004
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Hedge Funds, Asset Managment, Investment Management, Alternative Investments, Investments, Fixed Income, Portfolio Management, Asset Allocation, Private Equity, Capital Markets, Due Diligence, Equity Research, Corporate Finance, Investment Banking, Venture Capital
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance & Strategy
University of Washington 1999 — 2003
BBA, Finance
Megan M. Capay, CFA's Citi Experience August 2011 - Present
Job Director, European Corporate Access & UK Corporate Broking at Citi
Industry Financial Services
Experience
Citi August 2011 - Present
Barclays Capital April 2010 - August 2011
UBS Investment Bank April 2008 - July 2009
Morgan Stanley March 2004 - March 2008
Morgan Stanley Investment Management June 1999 - March 2004
Skills
Marketing, Equity Research, Hedge Funds, Corporate Finance, Financial Modeling, Equities, Capital Markets, Bloomberg, Investment Banking, Series 7, Valuation, Fixed Income
Education
Tufts University 1995 — 1999
BA, Economics & Spanish, Economics & Spanish
Dwight-Englewood 1989 — 1995
Citi August 2011 - Present
Barclays Capital April 2010 - August 2011
UBS Investment Bank April 2008 - July 2009
Morgan Stanley March 2004 - March 2008
Morgan Stanley Investment Management June 1999 - March 2004
Skills
Marketing, Equity Research, Hedge Funds, Corporate Finance, Financial Modeling, Equities, Capital Markets, Bloomberg, Investment Banking, Series 7, Valuation, Fixed Income
Education
Tufts University 1995 — 1999
BA, Economics & Spanish, Economics & Spanish
Dwight-Englewood 1989 — 1995
Billy Sarracino's Citi Experience August 2008 - March 2010
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley November 2013 - Present
Bank of America Merrill Lynch March 2010 - October 2013
Citi August 2008 - March 2010
Central Garden and Pet 2003 - 2006
Western Asset Management 2002 - 2003
Wells Fargo Capital Finance 2000 - 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Financial Analysis, Investment Banking, Investments, Private Equity, Capital Markets
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance
University of California, Los Angeles 1996 — 2000
BS in Political Science, Political Science with Minor in Business Administration
Morgan Stanley November 2013 - Present
Bank of America Merrill Lynch March 2010 - October 2013
Citi August 2008 - March 2010
Central Garden and Pet 2003 - 2006
Western Asset Management 2002 - 2003
Wells Fargo Capital Finance 2000 - 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Financial Analysis, Investment Banking, Investments, Private Equity, Capital Markets
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance
University of California, Los Angeles 1996 — 2000
BS in Political Science, Political Science with Minor in Business Administration
Drew Hammond's Citi Experience June 2003 - October 2009
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock May 2015 - Present
Bridgewater Associates August 2013 - May 2015
Goldman Sachs November 2009 - July 2013
Citi June 2003 - October 2009
Skills
Integration, Business Analysis, Human Resources, Business Intelligence, Talent Acquisition, Management, Human Capital, PeopleSoft, SQL, VBA, IT Strategy, Process Improvement, HRIS, Business Objects, SaaS, Social Media Marketing, iOS, Access, Process Engineering, Workday, Vendor Management
Education
Wheaton College (MA) 1999 — 2003
BA
UCL 2001 — 2002
BlackRock May 2015 - Present
Bridgewater Associates August 2013 - May 2015
Goldman Sachs November 2009 - July 2013
Citi June 2003 - October 2009
Skills
Integration, Business Analysis, Human Resources, Business Intelligence, Talent Acquisition, Management, Human Capital, PeopleSoft, SQL, VBA, IT Strategy, Process Improvement, HRIS, Business Objects, SaaS, Social Media Marketing, iOS, Access, Process Engineering, Workday, Vendor Management
Education
Wheaton College (MA) 1999 — 2003
BA
UCL 2001 — 2002
carlton yates's Citi Experience 2000 - 2002
Job Mortgage Loan Officer
Industry Banking
Experience
Bank of America August 2005 - Present
Bank of America April 1997 - Present
Citi 2000 - 2002
Bank of America Wealth Managament August 1998 - August 2000
Ethan Allen Retail, Inc. 1995 - 1997
Macy + Associates 1988 - 1990
Skills
Loans, Loan Origination, Mortgage Banking, Credit, FHA, Banking, Credit Risk, Private Banking, Cross Selling, Portfolio Management, Mortgage Lending, Treasury Management, Commercial Banking, Small Business Lending, Refinance, Commercial Lending, Wealth Management, Basel II, Consumer Lending, Credit Analysis, Underwriting, Lines Of Credit, Residential Mortgages, VA loans, Construction Loans, Credit Cards, Retail Banking, Real Estate Financing, Financial Risk, Relationship Management
Education
Tulane University
Bachelor of Applied Science (B.A.Sc.), Economics
University of Phoenix
Industrial Psychlogy
Bank of America August 2005 - Present
Bank of America April 1997 - Present
Citi 2000 - 2002
Bank of America Wealth Managament August 1998 - August 2000
Ethan Allen Retail, Inc. 1995 - 1997
Macy + Associates 1988 - 1990
Skills
Loans, Loan Origination, Mortgage Banking, Credit, FHA, Banking, Credit Risk, Private Banking, Cross Selling, Portfolio Management, Mortgage Lending, Treasury Management, Commercial Banking, Small Business Lending, Refinance, Commercial Lending, Wealth Management, Basel II, Consumer Lending, Credit Analysis, Underwriting, Lines Of Credit, Residential Mortgages, VA loans, Construction Loans, Credit Cards, Retail Banking, Real Estate Financing, Financial Risk, Relationship Management
Education
Tulane University
Bachelor of Applied Science (B.A.Sc.), Economics
University of Phoenix
Industrial Psychlogy
Rebecca Levitan's Citi Experience June 2014 - Present
Job CMBS & Real Estate Finance at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Fitch Ratings July 2012 - June 2014
Five Mile Capital Partners LLC June 2011 - August 2011
Skills
Disposition, Equities, Investments, Financial Analysis, Competitive Analysis, Commercial Real Estate, Structured Finance, Underwriting, Microsoft Word
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
Bachelor of Science in Management, Finance, Spanish
Scarsdale High School 2004 — 2008
Citi June 2014 - Present
Fitch Ratings July 2012 - June 2014
Five Mile Capital Partners LLC June 2011 - August 2011
Skills
Disposition, Equities, Investments, Financial Analysis, Competitive Analysis, Commercial Real Estate, Structured Finance, Underwriting, Microsoft Word
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
Bachelor of Science in Management, Finance, Spanish
Scarsdale High School 2004 — 2008
Brittany Polk's Citi Experience June 2010 - April 2012
Job Accountant
Industry Accounting
Experience
UPS Freight July 2013 - Present
Oncor Electric Delivery April 2012 - July 2013
Citi June 2010 - April 2012
Skills
Corporate Finance, Corporate Tax, Microsoft Excel, Microsoft Office, Accounting, Financial Reporting, Insurance, Accounts Payable, Financial Statements, Analysis
Education
University of North Texas 2008 — 2011
Bachelor of Business Administration, Accounting
Tyler Junior College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
UPS Freight July 2013 - Present
Oncor Electric Delivery April 2012 - July 2013
Citi June 2010 - April 2012
Skills
Corporate Finance, Corporate Tax, Microsoft Excel, Microsoft Office, Accounting, Financial Reporting, Insurance, Accounts Payable, Financial Statements, Analysis
Education
University of North Texas 2008 — 2011
Bachelor of Business Administration, Accounting
Tyler Junior College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Toby Baldinger's Citi Experience 1986 - 1996
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital November 2002 - Present
Banco Santander February 1998 - May 1999
ING Nederland February 1996 - February 1998
Citi 1986 - 1996
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Emerging Markets, Trading, Credit Derivatives, Structured Products, Bonds, Interest Rate..., Financial Markets, Options, Swaps, Bloomberg, Equities, Private Equity, Structured Finance, Electronic Trading, Alternative Investments, Valuation, Hedge Funds
Education
New York University, Stern School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
Tulane University
Bachelor's degree, Marketing
Barclays Capital November 2002 - Present
Banco Santander February 1998 - May 1999
ING Nederland February 1996 - February 1998
Citi 1986 - 1996
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Emerging Markets, Trading, Credit Derivatives, Structured Products, Bonds, Interest Rate..., Financial Markets, Options, Swaps, Bloomberg, Equities, Private Equity, Structured Finance, Electronic Trading, Alternative Investments, Valuation, Hedge Funds
Education
New York University, Stern School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
Tulane University
Bachelor's degree, Marketing
Neal Attermann's Citi Experience 1995 - Present
Job Director at Citi
Industry Financial Services
Experience
Citi 1995 - Present
Education
Tulane University Law School
JD
Vanderbilt University
BA, Political Science and Philosophy
Citi 1995 - Present
Education
Tulane University Law School
JD
Vanderbilt University
BA, Political Science and Philosophy
Janice Millea's Citi Experience 1983 - 1984
Job Partner at Mike Millea Brokerage
Industry Real Estate
Experience
Mike Millea Commercial Brokerage at Keller Williams 2006 - Present
MJMilleaCorporation & Millea Investments 1982 - Present
Keller Williams Real Estate 2013 - 2014
TRW Space & Technology Group August 1987 - September 1988
Citi 1983 - 1984
Skills
Financial Analysis, Marketing, Real Estate Economics, Demographic Profiling, Economic Impact, Strategic Human..., Process Analysis, Business Analysis, Business Coaching, Financial Reporting, Public Speaking, Budgets, Investments, Commercial Real Estate, Microsoft Excel, Strategic Planning, Financial Modeling, Due Diligence, Mergers
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of California, Los Angeles
BA, Economics
Mike Millea Commercial Brokerage at Keller Williams 2006 - Present
MJMilleaCorporation & Millea Investments 1982 - Present
Keller Williams Real Estate 2013 - 2014
TRW Space & Technology Group August 1987 - September 1988
Citi 1983 - 1984
Skills
Financial Analysis, Marketing, Real Estate Economics, Demographic Profiling, Economic Impact, Strategic Human..., Process Analysis, Business Analysis, Business Coaching, Financial Reporting, Public Speaking, Budgets, Investments, Commercial Real Estate, Microsoft Excel, Strategic Planning, Financial Modeling, Due Diligence, Mergers
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of California, Los Angeles
BA, Economics
Myles Waterman's Citi Experience July 2010 - March 2012
Job Manager, Finance at Outrigger Energy
Industry Oil & Energy
Experience
Outrigger Energy LLC July 2015 - Present
Triangle Petroleum Corporation August 2014 - June 2015
RBC Capital Markets - RBC Richardson Barr April 2012 - July 2014
Citi July 2010 - March 2012
Skills
Financial Modeling, Investment Banking, Financial Analysis, Energy, Mergers & Acquisitions, Finance, Credit Risk, Due Diligence
Education
Tulane University - A.B. Freeman School of Business 2006 — 2010
Bachelor's of Science in Managment, Finance, General
Universidad Pontificia Comillas
Outrigger Energy LLC July 2015 - Present
Triangle Petroleum Corporation August 2014 - June 2015
RBC Capital Markets - RBC Richardson Barr April 2012 - July 2014
Citi July 2010 - March 2012
Skills
Financial Modeling, Investment Banking, Financial Analysis, Energy, Mergers & Acquisitions, Finance, Credit Risk, Due Diligence
Education
Tulane University - A.B. Freeman School of Business 2006 — 2010
Bachelor's of Science in Managment, Finance, General
Universidad Pontificia Comillas
Steven Shulman's Citi Experience
Job Head of Agency Trading at TD Securities
Industry Financial Services
Experience
Citi
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Management
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
Master of Business Administration (M.B.A.), Finance, General
Tufts University
Bachelor of Arts (BA), Economics
Citi
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Management
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
Master of Business Administration (M.B.A.), Finance, General
Tufts University
Bachelor of Arts (BA), Economics
Melanie Kamer's Citi Experience January 2014 - Present
Job
Industry Higher Education
Experience
Citi January 2014 - Present
Citi July 2012 - Present
Education
Tulane University - A.B. Freeman School of Business 2009 — 2012
BA, Finance, Managment
Citi January 2014 - Present
Citi July 2012 - Present
Education
Tulane University - A.B. Freeman School of Business 2009 — 2012
BA, Finance, Managment
James Arsenault's Citi Experience 1985 - 1990
Job Independent Financial Services Professional
Industry Financial Services
Experience
Soros Fund Management August 2013 - August 2014
Sapient Global Markets January 2012 - February 2013
Soros Fund Management March 2006 - October 2010
Murex 2002 - 2005
FNX Limited 1998 - 2001
Mitsubishi Capital Market Services 1990 - 1997
Citi 1985 - 1990
Skills
Trading Systems, Derivatives, Trading, Equities, FX Options, Options, Interest Rate..., Swaps, Capital Markets, Credit Derivatives, Equity Derivatives, FX Derivatives, Exotic Derivatives, Project Management, Enterprise Risk..., Valuation, Quantitative Finance, Financial Modeling, FX trading, Money Market, Hedge Funds, Investment Banking
Education
University of Massachusetts, Amherst 1981 — 1983
MBA, Finance
Tulane University 1977 — 1981
BA, Economics
Soros Fund Management August 2013 - August 2014
Sapient Global Markets January 2012 - February 2013
Soros Fund Management March 2006 - October 2010
Murex 2002 - 2005
FNX Limited 1998 - 2001
Mitsubishi Capital Market Services 1990 - 1997
Citi 1985 - 1990
Skills
Trading Systems, Derivatives, Trading, Equities, FX Options, Options, Interest Rate..., Swaps, Capital Markets, Credit Derivatives, Equity Derivatives, FX Derivatives, Exotic Derivatives, Project Management, Enterprise Risk..., Valuation, Quantitative Finance, Financial Modeling, FX trading, Money Market, Hedge Funds, Investment Banking
Education
University of Massachusetts, Amherst 1981 — 1983
MBA, Finance
Tulane University 1977 — 1981
BA, Economics
Lauren Baricos's Citi Experience 2002 - 2009
Job Equity Sales and Sales Manager
Industry Financial Services
Experience
Citi 2002 - 2009
JPMorgan Chase June 1998 - November 2002
Scudder Kemper Investments June 1996 - June 1999
Skills
CFA
Education
The American University, Washington DC 1995 — 1996
MBA, Finance
Tulane University 1989 — 1993
BS, Political Science
Citi 2002 - 2009
JPMorgan Chase June 1998 - November 2002
Scudder Kemper Investments June 1996 - June 1999
Skills
CFA
Education
The American University, Washington DC 1995 — 1996
MBA, Finance
Tulane University 1989 — 1993
BS, Political Science
Tamytrea Celestine's Citi Experience October 2013 - Present
Job Flight Attendant
Industry Airlines/Aviation
Experience
Citi October 2013 - Present
South Central Cowboys Rodeo Association March 1990 - Present
UPS Freight March 1987 - September 2012
Outback Steakhouse May 2008 - December 2010
Skills
Windows 7, Microsoft Excel, Oracle, PeopleSoft
Education
Inflexyon French & Foreign Language International Institute 2012 — 2013
Ongoing Studies, French Language and Literature
Tulsa Community College 2008 — 2009
General Studies
Citi October 2013 - Present
South Central Cowboys Rodeo Association March 1990 - Present
UPS Freight March 1987 - September 2012
Outback Steakhouse May 2008 - December 2010
Skills
Windows 7, Microsoft Excel, Oracle, PeopleSoft
Education
Inflexyon French & Foreign Language International Institute 2012 — 2013
Ongoing Studies, French Language and Literature
Tulsa Community College 2008 — 2009
General Studies
Blake Tennant's Citi Experience June 1998 - August 2006
Job Managing Director at FBR Capital Markets
Industry Investment Banking
Experience
FBR Capital Markets August 2006 - Present
Citi June 1998 - August 2006
Education
UCLA Anderson School of Management 1997 — 1999
Master of Business Administration (MBA)
UCLA 1989 — 1993
Bachelor of Arts (BA), Economics
FBR Capital Markets August 2006 - Present
Citi June 1998 - August 2006
Education
UCLA Anderson School of Management 1997 — 1999
Master of Business Administration (MBA)
UCLA 1989 — 1993
Bachelor of Arts (BA), Economics
Jon Ploscowe's Citi Experience August 1989 - November 2001
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley Director Asian ADR TradingBNP ParibasAugust 2011 - December 2013
J.P. Morgan February 2002 - June 2011
Citi August 1989 - November 2001
Skills
Capital Markets, Bloomberg, Equities, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Equity Derivatives, Derivatives, Alternative Investments, Leadership, Securities, Trading, Trading Systems, Equity Trading, Electronic Trading, Series 7, Series 63, Options
Education
Tulane University 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Morgan Stanley Director Asian ADR TradingBNP ParibasAugust 2011 - December 2013
J.P. Morgan February 2002 - June 2011
Citi August 1989 - November 2001
Skills
Capital Markets, Bloomberg, Equities, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Equity Derivatives, Derivatives, Alternative Investments, Leadership, Securities, Trading, Trading Systems, Equity Trading, Electronic Trading, Series 7, Series 63, Options
Education
Tulane University 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
James Areno's Citi Experience May 1993 - Present
Job Managing Partner at Citi
Industry Financial Services
Experience
Citi May 1993 - Present
Education
UCLA Anderson School of Management
Bachelor's degree, Economics
Citi May 1993 - Present
Education
UCLA Anderson School of Management
Bachelor's degree, Economics
Kimil Jones's Citi Experience December 2007 - Present
Job Accountant at Rudy Enterprises
Industry Restaurants
Experience
Citi December 2007 - Present
Rudy Enterprises July 2005 - Present
ResCare January 2006 - August 2007
State of Georgia December 1993 - August 1997
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Auditing, General Ledger, Cash Flow, Accounts Payable, Accounts Receivable, Microsoft Excel, Banking, Internal Controls, Forecasting, QuickBooks
Education
Tuskegee University
Bachelor of Science (B.S.), Nutrition Sciences
Winthrop University
Bachelor's degree, Accounting
Citi December 2007 - Present
Rudy Enterprises July 2005 - Present
ResCare January 2006 - August 2007
State of Georgia December 1993 - August 1997
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Auditing, General Ledger, Cash Flow, Accounts Payable, Accounts Receivable, Microsoft Excel, Banking, Internal Controls, Forecasting, QuickBooks
Education
Tuskegee University
Bachelor of Science (B.S.), Nutrition Sciences
Winthrop University
Bachelor's degree, Accounting
Huajie Yang's Citi Experience August 2011 - September 2011
Job
Industry Financial Services
Experience
Citi August 2011 - September 2011
Bank of Communication June 2011 - August 2011
Skills
Credit Analysis, Equity Research, Trading, Customer Service
Education
Tulane University 2012 — 2013
Master of Finance, Finance, General, 3.47
Zhongnan University of Economics and Law 2008 — 2012
Bachelor's degree, Risk Management, 3.14
Citi August 2011 - September 2011
Bank of Communication June 2011 - August 2011
Skills
Credit Analysis, Equity Research, Trading, Customer Service
Education
Tulane University 2012 — 2013
Master of Finance, Finance, General, 3.47
Zhongnan University of Economics and Law 2008 — 2012
Bachelor's degree, Risk Management, 3.14
I Ghosh's Citi Experience 1994 - 1997
Job CTO at Atlas Communications Technology, Inc.
Industry Telecommunications
Experience
Atlas Communications Technology, Inc. January 2000 - Present
Bank of America January 2000 - February 2013
Merrill Lynch 1999 - 2008
Citi 1994 - 1997
Skills
Thought Leadership, Strategic Partnerships, Team Building, Service Delivery, Solution Selling, Compliance, Capital Markets, Banking, Banking Technologies, Resource Management, Business Planning, Coaching, Mentoring, Public Speaking
Education
Tulane University 1990 — 1994
Electrical Engineering
Atlas Communications Technology, Inc. January 2000 - Present
Bank of America January 2000 - February 2013
Merrill Lynch 1999 - 2008
Citi 1994 - 1997
Skills
Thought Leadership, Strategic Partnerships, Team Building, Service Delivery, Solution Selling, Compliance, Capital Markets, Banking, Banking Technologies, Resource Management, Business Planning, Coaching, Mentoring, Public Speaking
Education
Tulane University 1990 — 1994
Electrical Engineering
Eric Kruglak's Citi Experience June 2015 - Present
Job Sales & Trading Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
Cohen Brothers Realty May 2014 - August 2014
Barrington February 2014 - May 2014
Burkenroad Reports January 2014 - May 2014
Skills
Microsoft Office, Bloomberg Terminal, Python, Leadership, Microsoft Excel, Customer Service..., Finance, Data Analysis, PowerPoint, Economics, Argus Modeling, Options, Commercial Real Estate..., Customer Service
Education
Tulane University 2011 — 2015
Finance and Management
Citi June 2015 - Present
Cohen Brothers Realty May 2014 - August 2014
Barrington February 2014 - May 2014
Burkenroad Reports January 2014 - May 2014
Skills
Microsoft Office, Bloomberg Terminal, Python, Leadership, Microsoft Excel, Customer Service..., Finance, Data Analysis, PowerPoint, Economics, Argus Modeling, Options, Commercial Real Estate..., Customer Service
Education
Tulane University 2011 — 2015
Finance and Management
Denise Durham Williams's Citi Experience April 2007 - July 2008
Job Executive Director at Student Sponsor Partners
Industry Nonprofit Organization Management
Experience
Student Sponsor Partners May 2014 - Present
K.I.D.S./Fashion Delivers, Inc. April 2014 - April 2015
One Family February 2009 - April 2013
Citi April 2007 - July 2008
Citi March 2004 - March 2007
Skills
Nonprofits, Community Outreach, Event Planning, Fundraising, Public Speaking, Strategic Planning, Program Development, Program Management, Client Relations, Higher Education, Operations Management, Human Resources, Organizational..., Community Engagement, Finance, Professional Mentoring, Non-profit Board..., Board of Directors, Student Leadership, Board Relations, Budgeting, Marketing Communications, Community Development, Community Service, Talent Management, Cross-functional Team..., Executive Management
Education
Tufts University 1976 — 1979
Bachelor's degree, Economics
Student Sponsor Partners May 2014 - Present
K.I.D.S./Fashion Delivers, Inc. April 2014 - April 2015
One Family February 2009 - April 2013
Citi April 2007 - July 2008
Citi March 2004 - March 2007
Skills
Nonprofits, Community Outreach, Event Planning, Fundraising, Public Speaking, Strategic Planning, Program Development, Program Management, Client Relations, Higher Education, Operations Management, Human Resources, Organizational..., Community Engagement, Finance, Professional Mentoring, Non-profit Board..., Board of Directors, Student Leadership, Board Relations, Budgeting, Marketing Communications, Community Development, Community Service, Talent Management, Cross-functional Team..., Executive Management
Education
Tufts University 1976 — 1979
Bachelor's degree, Economics
Jonathan Elphick's Citi Experience March 2011 - Present
Job VP, NAM Rates Pricing & Risk Technology Lead
Industry Financial Services
Experience
Citi March 2011 - Present
Citi December 2006 - March 2011
Skills
Java, OOP, Fixed Income, Front Office, Team Leadership, Agile Methodologies, Interest Rate Swaps, Bonds, Multithreading, Concurrent Programming, Test Driven Development, Electronic Trading, HTML5
Education
UCL 1999 — 2003
Computer Science BSc, Computer Science
Citi March 2011 - Present
Citi December 2006 - March 2011
Skills
Java, OOP, Fixed Income, Front Office, Team Leadership, Agile Methodologies, Interest Rate Swaps, Bonds, Multithreading, Concurrent Programming, Test Driven Development, Electronic Trading, HTML5
Education
UCL 1999 — 2003
Computer Science BSc, Computer Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.