Citibank FSB
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Citibank FSB Employees
Employee
Years
Job
Industry
Tracey Trias Tracey Trias's Citibank FSB Experience April 1984 - January 1993
Job Administrative Assistant at Marion County Showtime Stallions SemiPro Basketball Team
Industry Hospital & Health Care
Experience
Marion County Showtime Stallions Semi-Pro Basketball Team November 2014 - Present
Healthport LLC December 2012 - Present
Marion County Health Department February 2001 - February 2012
Marion County School System August 1993 - February 2001
Citibank FSB April 1984 - January 1993
Skills
Bookkeeping, Information Technology, Secretarial, Data Entry, Fax, Administrative..., Office Administration, Telephone Skills, Time Management, System Administration, Access, Outlook, Computer Hardware, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Office Equipment, Foreclosures, Software Documentation, Software Installation, Filing, Training
Education
College of Central Florida 2008 — 2012
Currently Attending, Information Technology
Miami Coral Part Senior High 1967 — 1970
Diploma
College of Central Florida
Computer Science
Marion County Showtime Stallions Semi-Pro Basketball Team November 2014 - Present
Healthport LLC December 2012 - Present
Marion County Health Department February 2001 - February 2012
Marion County School System August 1993 - February 2001
Citibank FSB April 1984 - January 1993
Skills
Bookkeeping, Information Technology, Secretarial, Data Entry, Fax, Administrative..., Office Administration, Telephone Skills, Time Management, System Administration, Access, Outlook, Computer Hardware, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Office Equipment, Foreclosures, Software Documentation, Software Installation, Filing, Training
Education
College of Central Florida 2008 — 2012
Currently Attending, Information Technology
Miami Coral Part Senior High 1967 — 1970
Diploma
College of Central Florida
Computer Science
Sri Soekoro Sri Soekoro's Citibank FSB Experience January 1998 - January 2004
Job Vice President Relationship Manager
Industry Banking
Experience
Sun Trust Bank 2014 - Present
Citibank July 2010 - Present
Capital One Bank January 2010 - July 2010
Sandy Spring Bank January 2005 - October 2009
HSBC Bank October 2004 - May 2005
Citibank FSB January 1998 - January 2004
Wells Fargo Bank January 1989 - January 1998
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Portfolio Management, Finance, Relationship Management, Investments, CRM, Financial Services, Financial Risk
Education
Delaware County Christian School
Taylor University
BA, Political Science
Sun Trust Bank 2014 - Present
Citibank July 2010 - Present
Capital One Bank January 2010 - July 2010
Sandy Spring Bank January 2005 - October 2009
HSBC Bank October 2004 - May 2005
Citibank FSB January 1998 - January 2004
Wells Fargo Bank January 1989 - January 1998
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Portfolio Management, Finance, Relationship Management, Investments, CRM, Financial Services, Financial Risk
Education
Delaware County Christian School
Taylor University
BA, Political Science
Esther Nebel Esther Nebel's Citibank FSB Experience May 2000 - November 2002
Job Lic in Mortgage Lending & Insurance NMLS #1238552
Industry Financial Services
Experience
Neighborhood Assistance Corporation of America October 2014 - Present
Aflac April 2014 - Present
Combined Insurance November 2013 - April 2014
Cypress Financial Group/National Agents Alliance October 2011 - October 2013
American Residential Mortgage January 2005 - February 2009
South Florida Title & Escrow January 1996 - January 2004
GL Financial Services, LLC May 2003 - September 2003
Citibank, FSB May 2000 - November 2002
Approved Home Mortgage Corp January 1996 - January 2000
Skills
Fluent in Spanish, Loans, Microsoft Office, Life Insurance, Customer Service, Financial Analysis, Sales, Insurance, Finance, Mortgage Lending, Credit, Financial Services, CRM, Program Management, Mortgage Banking, Management, Leadership, Small Business, Team Building
Education
Barry University 1987 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
Barry University 1987 — 1991
Business Management
Neighborhood Assistance Corporation of America October 2014 - Present
Aflac April 2014 - Present
Combined Insurance November 2013 - April 2014
Cypress Financial Group/National Agents Alliance October 2011 - October 2013
American Residential Mortgage January 2005 - February 2009
South Florida Title & Escrow January 1996 - January 2004
GL Financial Services, LLC May 2003 - September 2003
Citibank, FSB May 2000 - November 2002
Approved Home Mortgage Corp January 1996 - January 2000
Skills
Fluent in Spanish, Loans, Microsoft Office, Life Insurance, Customer Service, Financial Analysis, Sales, Insurance, Finance, Mortgage Lending, Credit, Financial Services, CRM, Program Management, Mortgage Banking, Management, Leadership, Small Business, Team Building
Education
Barry University 1987 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
Barry University 1987 — 1991
Business Management
Desiree D Lloyd Desiree D Lloyd's Citibank FSB Experience November 1999 - July 2006
Job Administrative Professional at KPMG LLP
Industry Accounting
Experience
KPMG LLP August 2006 - Present
Citibank, FSB November 1999 - July 2006
Fragomen, Del Rey, Bernsen & Loewy August 1996 - October 1999
Skills
Administrative..., Outlook, Expenses, Lotus Notes, Confidentiality, Spreadsheets, Accounting, Event Management, Travel Arrangements, Microsoft Office, PeopleSoft, Human Resources, Calendars, Financial Reporting, Office Administration
Education
Robert Morris University - Illinois 1993 — 1995
AAS, Secreterial Science
KPMG LLP August 2006 - Present
Citibank, FSB November 1999 - July 2006
Fragomen, Del Rey, Bernsen & Loewy August 1996 - October 1999
Skills
Administrative..., Outlook, Expenses, Lotus Notes, Confidentiality, Spreadsheets, Accounting, Event Management, Travel Arrangements, Microsoft Office, PeopleSoft, Human Resources, Calendars, Financial Reporting, Office Administration
Education
Robert Morris University - Illinois 1993 — 1995
AAS, Secreterial Science
Heather Cole Heather Cole's Citibank FSB Experience January 1991 - January 1993
Job Real Estate Instructor Investment Consultant/Designer
Industry Real Estate
Experience
The Vintage Inn April 2006 - Present
Hidden Treasures Design January 2001 - March 2012
Washington Association of Realtors January 1994 - March 2012
Washington State License August 1996 - August 2010
Hidden Treasures Vacation Rentlas, Port Orchard 2006 - 2010
Western States Mortgage January 2001 - January 2007
Overlake Christian Church 1999 - 2001
Stratford Mortgage January 1993 - January 1996
CitiBank, FSB January 1991 - January 1993
Northwestern January 1988 - January 1991
Skills
Real Estate, Space Planning, Residential, Customer Service, First Time Home Buyers, Commercial Design, Business Consultant
Education
Washington State University 1989 — 1990
Business
Tacoma Community College 1988 — 1990
Business
Peninsula High School 1984 — 1988
High School, Business Management and Computer Science
The Vintage Inn April 2006 - Present
Hidden Treasures Design January 2001 - March 2012
Washington Association of Realtors January 1994 - March 2012
Washington State License August 1996 - August 2010
Hidden Treasures Vacation Rentlas, Port Orchard 2006 - 2010
Western States Mortgage January 2001 - January 2007
Overlake Christian Church 1999 - 2001
Stratford Mortgage January 1993 - January 1996
CitiBank, FSB January 1991 - January 1993
Northwestern January 1988 - January 1991
Skills
Real Estate, Space Planning, Residential, Customer Service, First Time Home Buyers, Commercial Design, Business Consultant
Education
Washington State University 1989 — 1990
Business
Tacoma Community College 1988 — 1990
Business
Peninsula High School 1984 — 1988
High School, Business Management and Computer Science
Bob Stoops Bob Stoops's Citibank FSB Experience 1984 - 1991
Job Principal, RMS Consulting
Industry Executive Office
Experience
Keluche Creek Properties, Inc. 2008 - Present
Domestic Cheese Company, Inc. 2001 - 2008
States Industries 1998 - 2001
Western Communications 1991 - 1997
Citibank, FSB 1984 - 1991
Clorox 1974 - 1980
Skills
Strategic Planning, Marketing Strategy, Leadership, Marketing, Team Building, Negotiation, Executive Management, Brand Management, Manufacturing, Operations Management, Start-ups, Strategy, Business Planning, Mergers & Acquisitions
Education
California State University-East Bay 1972 — 1974
MBA
Willamette University 1965 — 1969
BA
Keluche Creek Properties, Inc. 2008 - Present
Domestic Cheese Company, Inc. 2001 - 2008
States Industries 1998 - 2001
Western Communications 1991 - 1997
Citibank, FSB 1984 - 1991
Clorox 1974 - 1980
Skills
Strategic Planning, Marketing Strategy, Leadership, Marketing, Team Building, Negotiation, Executive Management, Brand Management, Manufacturing, Operations Management, Start-ups, Strategy, Business Planning, Mergers & Acquisitions
Education
California State University-East Bay 1972 — 1974
MBA
Willamette University 1965 — 1969
BA
Latasha Pittman Latasha Pittman's Citibank FSB Experience January 1993 - December 1998
Job Director of Marketing at Mondo USA
Industry Marketing and Advertising
Experience
Mondo America Inc. September 2002 - Present
Northern Light Technology, LLC January 2001 - January 2002
Thomson Financial, Investment Banking Capital Markets January 1999 - January 2001
Citibank FSB January 1993 - December 1998
Skills
Advertising, Marketing, Strategic Planning, Sales, Negotiation, Budgets, Competitive Analysis, Event Planning, CRM, Organization, Trade Shows, Marketing Strategy, Product Marketing, Positioning, Account Management, Contract Negotiation, Public Relations, Event Management, Training, Product Launch, Team Building, Lead Generation, Management, Business Strategy, Product Development, Marketing Communications, Online Marketing, Integrated Marketing, Brand Awareness, Salesforce.com, Market Research, New Business Development, Market Planning, Sales Presentations, Strategic Communications, Brand Development, Brand Management, Marketing Management
Education
University of Chicago-Graham School 2011 — 2012
Certificate, Integrated Marketing
Lake Forest Graduate School of Management 2000 — 2002
MBA, Business Administration, International Business
Lake Forest College 1989 — 1993
BA, International Relations & Psychology
Mondo America Inc. September 2002 - Present
Northern Light Technology, LLC January 2001 - January 2002
Thomson Financial, Investment Banking Capital Markets January 1999 - January 2001
Citibank FSB January 1993 - December 1998
Skills
Advertising, Marketing, Strategic Planning, Sales, Negotiation, Budgets, Competitive Analysis, Event Planning, CRM, Organization, Trade Shows, Marketing Strategy, Product Marketing, Positioning, Account Management, Contract Negotiation, Public Relations, Event Management, Training, Product Launch, Team Building, Lead Generation, Management, Business Strategy, Product Development, Marketing Communications, Online Marketing, Integrated Marketing, Brand Awareness, Salesforce.com, Market Research, New Business Development, Market Planning, Sales Presentations, Strategic Communications, Brand Development, Brand Management, Marketing Management
Education
University of Chicago-Graham School 2011 — 2012
Certificate, Integrated Marketing
Lake Forest Graduate School of Management 2000 — 2002
MBA, Business Administration, International Business
Lake Forest College 1989 — 1993
BA, International Relations & Psychology
Jamie Henriksen Jamie Henriksen's Citibank FSB Experience June 1987 - October 1997
Job Project/Process Manager
Industry Printing
Experience
ExperienceLuJac Consulting January 2002 - Present
Lujac Consulting November 2000 - Present
Gap, Inc January 2003 - February 2014
Onvoy April 1999 - November 2000
General Surgical Innovations October 1997 - March 1999
Citibank, FSB June 1987 - October 1997
The Sports Fan September 1990 - February 1994
Skills
Product Management, Process Development, Vendor Management, Software Documentation, Cross-functional Team..., Process Simulation, Program Management, Visio, Budgets, Sales, Leadership, Team Building, Customer Service, Business Process, Strategic Planning, Process Improvement, Project Management, Access, Management, Product Development, Quality Assurance, Six Sigma
Education
California State University-East Bay 1995 — 1998
B.S, Business Administration
DeAnza College 1987 — 1996
AA Degree, speech communications
De Anza College 1987 — 1995
AA, Speech Communication
ExperienceLuJac Consulting January 2002 - Present
Lujac Consulting November 2000 - Present
Gap, Inc January 2003 - February 2014
Onvoy April 1999 - November 2000
General Surgical Innovations October 1997 - March 1999
Citibank, FSB June 1987 - October 1997
The Sports Fan September 1990 - February 1994
Skills
Product Management, Process Development, Vendor Management, Software Documentation, Cross-functional Team..., Process Simulation, Program Management, Visio, Budgets, Sales, Leadership, Team Building, Customer Service, Business Process, Strategic Planning, Process Improvement, Project Management, Access, Management, Product Development, Quality Assurance, Six Sigma
Education
California State University-East Bay 1995 — 1998
B.S, Business Administration
DeAnza College 1987 — 1996
AA Degree, speech communications
De Anza College 1987 — 1995
AA, Speech Communication
Les Rodgers Les Rodgers's Citibank FSB Experience February 1987 - April 1993
Job Experience the Energy of Motivational Speaker Les Rodgers
Industry Professional Training & Coaching
Experience
ITC Consulting And Training, LLC. April 1994 - Present
Cook County Sheriff's Police Department April 1993 - Present
Cook County Sheriff's Training Institute November 1995 - July 2005
Citibank, FSB February 1987 - April 1993
Skills
Training & Development, Personal Coaching, Staying..., Team Building -..., Cultural Diversity -..., Preventing Sexual..., Management by Finesse..., Effective Communication..., Crisis Intervention -..., Time Management -..., Effects of the Media on..., Gangs and Our Youth -..., Making the Most of Work..., ***State Certified..., Training, Time Management, Team Building, Employee Wellness, Employee Training, Management, Coaching, Public Speaking, Field Training Officer, Surveillance, Evidence, Career Development, Interviews, Investigation, Internal Investigations, Crime Prevention, Criminal Intelligence, Community Policing, Executive Protection
Education
Chicago State University
Bachelor of Arts, Individualized Curriculum
Northwestern College
Training Certification, Physical Fitness
ITC Consulting And Training, LLC. April 1994 - Present
Cook County Sheriff's Police Department April 1993 - Present
Cook County Sheriff's Training Institute November 1995 - July 2005
Citibank, FSB February 1987 - April 1993
Skills
Training & Development, Personal Coaching, Staying..., Team Building -..., Cultural Diversity -..., Preventing Sexual..., Management by Finesse..., Effective Communication..., Crisis Intervention -..., Time Management -..., Effects of the Media on..., Gangs and Our Youth -..., Making the Most of Work..., ***State Certified..., Training, Time Management, Team Building, Employee Wellness, Employee Training, Management, Coaching, Public Speaking, Field Training Officer, Surveillance, Evidence, Career Development, Interviews, Investigation, Internal Investigations, Crime Prevention, Criminal Intelligence, Community Policing, Executive Protection
Education
Chicago State University
Bachelor of Arts, Individualized Curriculum
Northwestern College
Training Certification, Physical Fitness
E. James (James) Lee E. James (James) Lee's Citibank FSB Experience 1988 - 1991
Job SVP; Sr. Technology Manager at Bank of America Home Loans
Industry Banking
Experience
Bank of America January 2010 - Present
Bank of America January 2005 - December 2009
Countrywide Home Loans April 2002 - December 2004
Long Beach Mortgage 2001 - 2002
Homespace.com 2000 - 2000
SoCal Homebuyer.com 1992 - 1999
Citibank, FSB 1988 - 1991
Skills
MS Excel, MS Word, HTML, ASP, MS PPT, MS Access, SQL, Team Management, Systems Analysis, Requirements Management, Visio, IT Management, Team Building, Access, PowerPoint, Microsoft Excel, Business Analysis, SDLC, Requirements Analysis, Analysis, Project Management, Business Requirements, Management, Vendor Management, Requirements Gathering, Software Project..., Leadership, Project Portfolio..., IT Strategy, Product Management, Integration, Business Process..., Business Intelligence, PMO, Enterprise Architecture, Risk Management, Business Process, Banking, SharePoint, PMP
Education
California Lutheran University 2013 — 2015
Master of Business Administration (MBA), Information Technology
UCLA 1984 — 1988
Bachelors of Science, Operations Research
Bank of America January 2010 - Present
Bank of America January 2005 - December 2009
Countrywide Home Loans April 2002 - December 2004
Long Beach Mortgage 2001 - 2002
Homespace.com 2000 - 2000
SoCal Homebuyer.com 1992 - 1999
Citibank, FSB 1988 - 1991
Skills
MS Excel, MS Word, HTML, ASP, MS PPT, MS Access, SQL, Team Management, Systems Analysis, Requirements Management, Visio, IT Management, Team Building, Access, PowerPoint, Microsoft Excel, Business Analysis, SDLC, Requirements Analysis, Analysis, Project Management, Business Requirements, Management, Vendor Management, Requirements Gathering, Software Project..., Leadership, Project Portfolio..., IT Strategy, Product Management, Integration, Business Process..., Business Intelligence, PMO, Enterprise Architecture, Risk Management, Business Process, Banking, SharePoint, PMP
Education
California Lutheran University 2013 — 2015
Master of Business Administration (MBA), Information Technology
UCLA 1984 — 1988
Bachelors of Science, Operations Research
Robyn Gomez Robyn Gomez's Citibank FSB Experience January 1996 - January 1998
Job Associate Director Account Relationship at KPMG
Industry Accounting
Experience
KPMG February 2012 - Present
Thomson Reuters August 2010 - February 2012
Sabrix July 2008 - August 2010
Teague Financial Group December 2007 - July 2008
Citigroup September 1998 - December 2007
Citibank, FSB January 1996 - January 1998
Quaker Oats September 1993 - July 1996
Skills
Sales Tax, Property Tax, Income Tax, Escheatment, Business License, G/L Reconciliations, SSAE16, Software Solution Sales, Client Presentation, Sales Presentation..., Business Process..., Sales Engineering, Training, Scopes Of Work, Contract Negotiation, Sales Process, Budgets, Project Management, Solution Selling, Banking, Mergers & Acquisitions, Process Improvement, Enterprise Software, CRM, Business Process, Tax, Financial Services, Finance, SaaS, Internal Controls, Leadership
Education
University of Phoenix 2009 — 2010
Masters of Accountancy
University of Phoenix
Masters, Business Administration
Northern Illinois University 1985 — 1987
BA, Anthropology
KPMG February 2012 - Present
Thomson Reuters August 2010 - February 2012
Sabrix July 2008 - August 2010
Teague Financial Group December 2007 - July 2008
Citigroup September 1998 - December 2007
Citibank, FSB January 1996 - January 1998
Quaker Oats September 1993 - July 1996
Skills
Sales Tax, Property Tax, Income Tax, Escheatment, Business License, G/L Reconciliations, SSAE16, Software Solution Sales, Client Presentation, Sales Presentation..., Business Process..., Sales Engineering, Training, Scopes Of Work, Contract Negotiation, Sales Process, Budgets, Project Management, Solution Selling, Banking, Mergers & Acquisitions, Process Improvement, Enterprise Software, CRM, Business Process, Tax, Financial Services, Finance, SaaS, Internal Controls, Leadership
Education
University of Phoenix 2009 — 2010
Masters of Accountancy
University of Phoenix
Masters, Business Administration
Northern Illinois University 1985 — 1987
BA, Anthropology
Michael Lobell Michael Lobell's Citibank FSB Experience 1989 - 1994
Job Treasury Operations/Cash Management
Industry Banking
Experience
Nationstar Mortgage April 2014 - July 2014
JPMorgan Chase July 2010 - September 2013
Newsweek October 2009 - July 2010
Citigroup 1994 - 2007
Citibank FSB 1989 - 1994
Citibank FSB 1985 - 1994
Skills
Cash Management, Financial Control, Financial Reporting, Securities, Treasury Operations, Treasury Management, Financial Audits, Process Improvement, Asset Management, Analysis, Project Management, Investments, Account Reconciliation, Loans, Accounting, Bloomberg, Finance, Financial Services, Leadership, Investment Banking, Banking, Portfolio Management, Internal Audit, Financial Analysis, Training, Treasury, Equities, Cash Flow, Structured Finance, Management, Financial Risk, Financial Modeling, Trading, Risk Management, Derivatives, Capital Markets, Fixed Income, Credit Risk, Credit Analysis, FX Options, Corporate Finance, Mergers & Acquisitions, Valuation, Hedge Funds, Commercial Banking, Credit, Operational Risk, Settlement, Bonds, AML
Education
Pace University - Lubin School of Business 1977 — 1981
mba, finance
New York University 1969 — 1973
BA, Political Science
Nationstar Mortgage April 2014 - July 2014
JPMorgan Chase July 2010 - September 2013
Newsweek October 2009 - July 2010
Citigroup 1994 - 2007
Citibank FSB 1989 - 1994
Citibank FSB 1985 - 1994
Skills
Cash Management, Financial Control, Financial Reporting, Securities, Treasury Operations, Treasury Management, Financial Audits, Process Improvement, Asset Management, Analysis, Project Management, Investments, Account Reconciliation, Loans, Accounting, Bloomberg, Finance, Financial Services, Leadership, Investment Banking, Banking, Portfolio Management, Internal Audit, Financial Analysis, Training, Treasury, Equities, Cash Flow, Structured Finance, Management, Financial Risk, Financial Modeling, Trading, Risk Management, Derivatives, Capital Markets, Fixed Income, Credit Risk, Credit Analysis, FX Options, Corporate Finance, Mergers & Acquisitions, Valuation, Hedge Funds, Commercial Banking, Credit, Operational Risk, Settlement, Bonds, AML
Education
Pace University - Lubin School of Business 1977 — 1981
mba, finance
New York University 1969 — 1973
BA, Political Science
Peter Makris Peter Makris's Citibank FSB Experience 1992 - 1994
Job Compliance Officer Trading floor surveillance
Industry Investment Banking
Experience
Deutsche Bank August 2013 - Present
Deutsche Bank October 2011 - August 2013
Eastern Energy Procurement Group LLC 2010 - 2011
Spruce Private Investors 2009 - 2010
Newgate Capital Management LLC 2005 - 2008
UBS Investment Bank 1997 - 2005
HSBC 1994 - 1997
Citibank FSB 1992 - 1994
Skills
Equities, Settlements, Fixed Income, Hedge Funds, Middle Office, Client Services, Onboarding, portfolio administration, Investment Banking, Portfolio Management, Settlement, Trading, Financial Services, Bloomberg, Bonds, Alternative Investments, Swaps, Prime Brokerage, Securities, FX Options, Derivatives, Mutual Funds, Risk Management, Options, Emerging Markets, Private Equity, Capital Markets, Back Office, Financial Risk, Trading Systems, Asset Management, Financial Markets, Investments, Banking, Management, Finance, Due Diligence
Education
New York University 1988 — 1992
BA, Business Management
Iona Preparatory School 1984 — 1988
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Deutsche Bank August 2013 - Present
Deutsche Bank October 2011 - August 2013
Eastern Energy Procurement Group LLC 2010 - 2011
Spruce Private Investors 2009 - 2010
Newgate Capital Management LLC 2005 - 2008
UBS Investment Bank 1997 - 2005
HSBC 1994 - 1997
Citibank FSB 1992 - 1994
Skills
Equities, Settlements, Fixed Income, Hedge Funds, Middle Office, Client Services, Onboarding, portfolio administration, Investment Banking, Portfolio Management, Settlement, Trading, Financial Services, Bloomberg, Bonds, Alternative Investments, Swaps, Prime Brokerage, Securities, FX Options, Derivatives, Mutual Funds, Risk Management, Options, Emerging Markets, Private Equity, Capital Markets, Back Office, Financial Risk, Trading Systems, Asset Management, Financial Markets, Investments, Banking, Management, Finance, Due Diligence
Education
New York University 1988 — 1992
BA, Business Management
Iona Preparatory School 1984 — 1988
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Diane Cannella's Citibank FSB Experience November 1985 - March 1997
Job Vice President, Office Executive / Legacy Bank of Florida
Industry Banking
Experience
Legacy Bank of Florida February 2014 - Present
AmTrust Bank October 2012 - January 2014
SunTrust Bank January 2011 - October 2012
City National Bank September 2002 - January 2010
Comerica Bank March 1997 - August 2002
Citibank, FSB November 1985 - March 1997
Skills
Risk Management, Loans, Leadership, Management, Team Building, Financial Services, Banking, Coaching, Sales, Sales Management, Program Management, Consumer Lending, CRM, Cross Selling, Training, Credit, Commercial Banking
Education
Broward College
Banking/Finance
Legacy Bank of Florida February 2014 - Present
AmTrust Bank October 2012 - January 2014
SunTrust Bank January 2011 - October 2012
City National Bank September 2002 - January 2010
Comerica Bank March 1997 - August 2002
Citibank, FSB November 1985 - March 1997
Skills
Risk Management, Loans, Leadership, Management, Team Building, Financial Services, Banking, Coaching, Sales, Sales Management, Program Management, Consumer Lending, CRM, Cross Selling, Training, Credit, Commercial Banking
Education
Broward College
Banking/Finance
Pansy Mar Pansy Mar's Citibank FSB Experience February 1986 - March 2000
Job Real Estate Management & Disposition
Industry Higher Education
Experience
UC Hastings College of the Law August 2008 - Present
Non-Profit Organizations February 2000 - July 2008
Citibank, FSB February 1986 - March 2000
Skills
Risk Management, Loans, Real Estate, Finance, Marketing, Management, Credit Analysis, Negotiation, Investments, Customer Service, Financial Reporting, Legal Research
Education
CA Certified Residential Manager
Member #100247
S.F. Apartment Association
Member #11494
San Francisco State University
BA degree
UC Hastings College of the Law August 2008 - Present
Non-Profit Organizations February 2000 - July 2008
Citibank, FSB February 1986 - March 2000
Skills
Risk Management, Loans, Real Estate, Finance, Marketing, Management, Credit Analysis, Negotiation, Investments, Customer Service, Financial Reporting, Legal Research
Education
CA Certified Residential Manager
Member #100247
S.F. Apartment Association
Member #11494
San Francisco State University
BA degree
Todd Jutting Todd Jutting's Citibank FSB Experience August 1994 - January 1995
Job Regional Sales Manager at GlaxoSmithKline
Industry Pharmaceuticals
Experience
GlaxoSmithKline April 2012 - Present
GlaxoSmithKline November 2008 - April 2012
GlaxoSmithKline May 2006 - December 2008
GlaxoSmithKline September 1996 - May 2006
Protean Construction Products, Inc. January 1995 - September 1996
Citibank FSB August 1994 - January 1995
Graves, McKenna, Lundeen and Almquist June 1989 - August 1993
Skills
Finance, Training, Sales, Sales Management, Account Management, Strategic Planning, Product Launch, Sales Operations, Contract Management, Management
Education
University of St. Thomas
Master of Business Administration (M.B.A.), Business Administration and Management, General
Minnesota State University, Mankato
Bachelor's degree, Accounting and Finance
GlaxoSmithKline April 2012 - Present
GlaxoSmithKline November 2008 - April 2012
GlaxoSmithKline May 2006 - December 2008
GlaxoSmithKline September 1996 - May 2006
Protean Construction Products, Inc. January 1995 - September 1996
Citibank FSB August 1994 - January 1995
Graves, McKenna, Lundeen and Almquist June 1989 - August 1993
Skills
Finance, Training, Sales, Sales Management, Account Management, Strategic Planning, Product Launch, Sales Operations, Contract Management, Management
Education
University of St. Thomas
Master of Business Administration (M.B.A.), Business Administration and Management, General
Minnesota State University, Mankato
Bachelor's degree, Accounting and Finance
Alyson M. Craig, MBA Alyson M. Craig, MBA's Citibank FSB Experience January 1998 - October 1998
Job Senior Marketing Manager at Management Concepts
Industry Marketing and Advertising
Experience
Management Concepts September 2013 - Present
The Marketing Pro January 2005 - September 2013
Microsoft Corporation November 2002 - January 2005
Associates Commerce Solutions January 2000 - April 2001
Associates Commerce Solutions January 2000 - April 2001
Bank One Corporation October 1998 - December 1999
Citibank FSB January 1998 - October 1998
Morgan Stanley, Dean Witter, Discover and Company June 1996 - January 1998
Skills
Direct Mail, Promotional, Marketing Strategy, Marketing Communications, Product Marketing, Direct Marketing, Marketing, Email Marketing, Social Media Marketing, Public Relations, Online Advertising, Strategic Planning, Social Media, Advertising, Integrated Marketing, Digital Marketing, Business Development, Product Management, Competitive Analysis, Strategic Communications, B2B, Cross-functional Team..., Leadership
Education
Howard University 1994 — 1996
BBA, MBA, Marketing, General Business
Howard University 1988 — 1993
Bachelor of Business Administration, Marketing
Management Concepts September 2013 - Present
The Marketing Pro January 2005 - September 2013
Microsoft Corporation November 2002 - January 2005
Associates Commerce Solutions January 2000 - April 2001
Associates Commerce Solutions January 2000 - April 2001
Bank One Corporation October 1998 - December 1999
Citibank FSB January 1998 - October 1998
Morgan Stanley, Dean Witter, Discover and Company June 1996 - January 1998
Skills
Direct Mail, Promotional, Marketing Strategy, Marketing Communications, Product Marketing, Direct Marketing, Marketing, Email Marketing, Social Media Marketing, Public Relations, Online Advertising, Strategic Planning, Social Media, Advertising, Integrated Marketing, Digital Marketing, Business Development, Product Management, Competitive Analysis, Strategic Communications, B2B, Cross-functional Team..., Leadership
Education
Howard University 1994 — 1996
BBA, MBA, Marketing, General Business
Howard University 1988 — 1993
Bachelor of Business Administration, Marketing
Lyn Anello's Citibank FSB Experience September 1992 - September 1994
Job Children's Ministry Director at St. John Lutheran Church
Industry Religious Institutions
Experience
St. John Lutheran Church, Boerne, TX October 2013 - Present
St. Helena's August 2010 - September 2013
N/A October 1994 - August 2010
Citibank, FSB September 1992 - September 1994
Midlantic National Bank April 1988 - February 1991
Citicorp February 1986 - January 1988
AT&T Information Systems November 1984 - January 1986
Wang Labs March 1981 - November 1984
Citibank/AXXA Subsidiary January 1979 - February 1981
Skills
Teaching, Community Outreach, Training, Management, Public Speaking, PowerPoint, Microsoft Office, Lesson Planning, Microsoft Word, Microsoft Excel, Customer Service, Marketing, Leadership Development, Nonprofits, Fundraising, Event Planning, Leadership, Team Building
Education
Queens College 1978 — 1980
Associate's degree, Data Processing
Briarcliffe College 1970 — 1971
Business, Business Admin
Westbury High School 1967 — 1970
Academic
St. John Lutheran Church, Boerne, TX October 2013 - Present
St. Helena's August 2010 - September 2013
N/A October 1994 - August 2010
Citibank, FSB September 1992 - September 1994
Midlantic National Bank April 1988 - February 1991
Citicorp February 1986 - January 1988
AT&T Information Systems November 1984 - January 1986
Wang Labs March 1981 - November 1984
Citibank/AXXA Subsidiary January 1979 - February 1981
Skills
Teaching, Community Outreach, Training, Management, Public Speaking, PowerPoint, Microsoft Office, Lesson Planning, Microsoft Word, Microsoft Excel, Customer Service, Marketing, Leadership Development, Nonprofits, Fundraising, Event Planning, Leadership, Team Building
Education
Queens College 1978 — 1980
Associate's degree, Data Processing
Briarcliffe College 1970 — 1971
Business, Business Admin
Westbury High School 1967 — 1970
Academic
Cang Nguyen's Citibank FSB Experience August 2000 - October 2002
Job President & CEO at UVI Investments Group
Industry Investment Management
Experience
Victory Automotive Group September 2012 - Present
UVI Investments Group September 2009 - Present
Red Stone Joint-Stock Trading Company February 2009 - February 2012
Bank of America December 2007 - February 2009
Westamerica Bank June 2006 - December 2007
Wells Fargo Bank August 1994 - June 2006
CITIBANK, FSB August 2000 - October 2002
Skills
State of California..., State of California..., Selective Leadership..., Commercial Banking..., Business Banking Academy, Real Estate Lending..., Banking Foundation..., Treasuries and..., Moody's Credit and..., Training, Finance, Strategic Planning, Budgets, Leadership, Loans, Commercial Lending, Management, Sales, Cash Management, Financial Reporting, Sales Management, Business Development, Customer Service, Team Building, Underwriting, Coaching, Negotiation, Relationship Management, Team Leadership, Process Improvement, Real Estate, Marketing, Change Management, Recruiting, Operations Management, Leadership Development, Public Speaking, Banking, Commercial Banking, Project Management, Portfolio Management, Microsoft Office, Small Business Lending, New Business Development, Retail, Credit, Credit Analysis, Microsoft Excel, Performance Management, Research
Education
Wells Fargo Bank, Commercial Lending Academy
Credit Underwriting Commercial Lending, Commercial Real Estate Lending, SBA Lending and C&I Lending
Wells Fargo Bank, Business Banking Academy
Selective Leadership Academy
Certificate of Achievement
Dominican University of California 1994 — 1998
Bachelor of Business Administration (B.B.A.), International Business and Finance
Victory Automotive Group September 2012 - Present
UVI Investments Group September 2009 - Present
Red Stone Joint-Stock Trading Company February 2009 - February 2012
Bank of America December 2007 - February 2009
Westamerica Bank June 2006 - December 2007
Wells Fargo Bank August 1994 - June 2006
CITIBANK, FSB August 2000 - October 2002
Skills
State of California..., State of California..., Selective Leadership..., Commercial Banking..., Business Banking Academy, Real Estate Lending..., Banking Foundation..., Treasuries and..., Moody's Credit and..., Training, Finance, Strategic Planning, Budgets, Leadership, Loans, Commercial Lending, Management, Sales, Cash Management, Financial Reporting, Sales Management, Business Development, Customer Service, Team Building, Underwriting, Coaching, Negotiation, Relationship Management, Team Leadership, Process Improvement, Real Estate, Marketing, Change Management, Recruiting, Operations Management, Leadership Development, Public Speaking, Banking, Commercial Banking, Project Management, Portfolio Management, Microsoft Office, Small Business Lending, New Business Development, Retail, Credit, Credit Analysis, Microsoft Excel, Performance Management, Research
Education
Wells Fargo Bank, Commercial Lending Academy
Credit Underwriting Commercial Lending, Commercial Real Estate Lending, SBA Lending and C&I Lending
Wells Fargo Bank, Business Banking Academy
Selective Leadership Academy
Certificate of Achievement
Dominican University of California 1994 — 1998
Bachelor of Business Administration (B.B.A.), International Business and Finance
Carlos Palomares's Citibank FSB Experience 1992 - 1997
Job
Industry Management Consulting
Experience
Banesco USA March 2012 - Present
Regional Management Corporation February 2012 - Present
Pan American Life Insurance Group November 2008 - Present
SMC-Resources March 2007 - Present
Capital One January 2001 - January 2006
Citibank - Latin America Consumer October 1997 - December 2000
Citibank FSB 1992 - 1997
Citibank 1980 - 1982
Skills
Strategic Planning, Market Planning, Sales Management, Competitive Analysis, Risk Management, Credit Risk, Direct Marketing, Business Strategy, Segmentation, Change Management, Management, Mergers, Financial Services, Mergers & Acquisitions, Portfolio Management, Banking, Program Management, Investments, Management Consulting, Strategy, Financial Analysis, Enterprise Risk..., Process Improvement, Cross-functional Team..., Due Diligence, Finance, Pricing, Analytics, Asset Management, Financial Modeling, Business Planning, Financial Risk, Business Development, Strategic Partnerships, Leadership, Start-ups, Project Management, New Business Development, Budgets, Executive Management, Restructuring
Education
New York University 1967 — 1970
Bachelor of Science
Banesco USA March 2012 - Present
Regional Management Corporation February 2012 - Present
Pan American Life Insurance Group November 2008 - Present
SMC-Resources March 2007 - Present
Capital One January 2001 - January 2006
Citibank - Latin America Consumer October 1997 - December 2000
Citibank FSB 1992 - 1997
Citibank 1980 - 1982
Skills
Strategic Planning, Market Planning, Sales Management, Competitive Analysis, Risk Management, Credit Risk, Direct Marketing, Business Strategy, Segmentation, Change Management, Management, Mergers, Financial Services, Mergers & Acquisitions, Portfolio Management, Banking, Program Management, Investments, Management Consulting, Strategy, Financial Analysis, Enterprise Risk..., Process Improvement, Cross-functional Team..., Due Diligence, Finance, Pricing, Analytics, Asset Management, Financial Modeling, Business Planning, Financial Risk, Business Development, Strategic Partnerships, Leadership, Start-ups, Project Management, New Business Development, Budgets, Executive Management, Restructuring
Education
New York University 1967 — 1970
Bachelor of Science
Ana Frey, CCP's Citibank FSB Experience 1989 - 1991
Job Compensation Manager at Kforce Inc
Industry Human Resources
Experience
Kforce Inc February 2014 - Present
Vitas Healthcare February 2010 - November 2013
Ana Reynaldos Frey, CCP February 2007 - February 2010
Royal Caribbean Cruise Lines 2003 - 2007
Ana Reynaldos Frey, CCP July 1991 - December 2003
Citibank FSB 1989 - 1991
CenTrust Bank 1987 - 1988
John Alden Life Insurance Company 1986 - 1987
Skills
Salary, Executive Pay, Job Evaluation, Deferred Compensation, Payroll, Compensation & Benefit, Sales Compensation, Personnel Management, Incentive Programs, Management, Job Descriptions, FMLA, HRIS, Talent Management, Talent Acquisition, Employee Relations, Benefits Administration, Leadership, Workforce Planning, Employee Benefits, Onboarding, Succession Planning, Performance Management, Compensation, Employee Engagement, HR Consulting, HR Policies, Human Resources, Job Analysis, PeopleSoft
Education
Florida International University - College of Business Administration
BS, Business Administration, Minor in HR
Kforce Inc February 2014 - Present
Vitas Healthcare February 2010 - November 2013
Ana Reynaldos Frey, CCP February 2007 - February 2010
Royal Caribbean Cruise Lines 2003 - 2007
Ana Reynaldos Frey, CCP July 1991 - December 2003
Citibank FSB 1989 - 1991
CenTrust Bank 1987 - 1988
John Alden Life Insurance Company 1986 - 1987
Skills
Salary, Executive Pay, Job Evaluation, Deferred Compensation, Payroll, Compensation & Benefit, Sales Compensation, Personnel Management, Incentive Programs, Management, Job Descriptions, FMLA, HRIS, Talent Management, Talent Acquisition, Employee Relations, Benefits Administration, Leadership, Workforce Planning, Employee Benefits, Onboarding, Succession Planning, Performance Management, Compensation, Employee Engagement, HR Consulting, HR Policies, Human Resources, Job Analysis, PeopleSoft
Education
Florida International University - College of Business Administration
BS, Business Administration, Minor in HR
Thomas W. Hulick, CIMA's Citibank FSB Experience January 1993 - January 1995
Job President and CEO, Holly Street Wealth Management
Industry Financial Services
Experience
Holly Street Wealth Management April 2013 - Present
Trovena, LLC November 2012 - April 2013
First Foundation, Inc. August 2010 - October 2012
Citizens Business Bank September 2007 - August 2010
UBS Wealth Management January 2005 - September 2007
Bank of America Private Bank September 2002 - September 2007
CITIBANK FSB January 1993 - January 1995
Wells Fargo Bank January 1991 - January 1993
Skills
Wealth Management, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Private Banking, Wealth Management..., Banking, Alternative Investments, Asset Allocation, Equities, Financial Modeling, Financial Analysis, Valuation, Investment Strategies, Asset Managment, Private Equity, Fixed Income, Hedge Funds, Retirement Planning
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA
Tulane University 1985 — 1989
BA, Political Science
Blair Academy 1981 — 1985
University of Pennsylvania - The Wharton School
CIMA, Executive Education
Holly Street Wealth Management April 2013 - Present
Trovena, LLC November 2012 - April 2013
First Foundation, Inc. August 2010 - October 2012
Citizens Business Bank September 2007 - August 2010
UBS Wealth Management January 2005 - September 2007
Bank of America Private Bank September 2002 - September 2007
CITIBANK FSB January 1993 - January 1995
Wells Fargo Bank January 1991 - January 1993
Skills
Wealth Management, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Private Banking, Wealth Management..., Banking, Alternative Investments, Asset Allocation, Equities, Financial Modeling, Financial Analysis, Valuation, Investment Strategies, Asset Managment, Private Equity, Fixed Income, Hedge Funds, Retirement Planning
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA
Tulane University 1985 — 1989
BA, Political Science
Blair Academy 1981 — 1985
University of Pennsylvania - The Wharton School
CIMA, Executive Education
Joanne McGuire's Citibank FSB Experience February 1998 - January 2000
Job VP Treasury Services at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase April 2004 - Present
Weight A Minute, Intl April 2001 - April 2004
Buck Consultants January 2000 - April 2001
Citibank FSB February 1998 - January 2000
Bankers Trust April 1992 - January 1998
Skills
Global Custody, Mutual Funds, Securities, Fixed Income, Equities, Relationship Management, Derivatives, Asset Managment, Financial Services, Banking, Alternative Investments, Bloomberg, Securities Lending, Investments, Capital Markets, Middle Office, Prime Brokerage, Wealth Management
Education
Rowan University 1985 — 1989
Bachelor's degree, Business Administration and Management, General
Roselle Catholic 1981 — 1985
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase April 2004 - Present
Weight A Minute, Intl April 2001 - April 2004
Buck Consultants January 2000 - April 2001
Citibank FSB February 1998 - January 2000
Bankers Trust April 1992 - January 1998
Skills
Global Custody, Mutual Funds, Securities, Fixed Income, Equities, Relationship Management, Derivatives, Asset Managment, Financial Services, Banking, Alternative Investments, Bloomberg, Securities Lending, Investments, Capital Markets, Middle Office, Prime Brokerage, Wealth Management
Education
Rowan University 1985 — 1989
Bachelor's degree, Business Administration and Management, General
Roselle Catholic 1981 — 1985
James Kilgallon CFP®, CLU®, ChFC®'s Citibank FSB Experience 1996 - 1999
Job Vice President at Fifth Third, Private Bank
Industry Financial Services
Experience
Fifth Third Bank September 2003 - Present
Kilgallon Investment Group March 2002 - September 2003
Prudential Securities 2000 - 2002
Merrill Lynch 1999 - 2000
Citibank, FSB 1996 - 1999
Alltech Data Systems 1994 - 1996
Centex / MFS Telecom 1992 - 1994
Camadon 1990 - 1991
Skills
Sales, Finance, Wealth Management, Employee Benefits, Commercial Lending, Loans, Credit, Banking, Portfolio Management, Retirement Planning, Small Business Lending, Mortgage Lending, Series 7, Commercial Banking, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63
Education
The American College 2010 — 2011
Chartered Life Underwriter, Life Insurance Planning
The American College 2009 — 2010
Chartered Financial Consultant, Financial Planning and Services
DePaul University 2005 — 2009
Financial Planning Curriculum, Financial Planning & Services
Northern Illinois University 1985 — 1989
Bachelor of Science, Business Management
St. Jude
Thornwood
Thornwood
Thornwood High School
Thornwood High School'
Fifth Third Bank September 2003 - Present
Kilgallon Investment Group March 2002 - September 2003
Prudential Securities 2000 - 2002
Merrill Lynch 1999 - 2000
Citibank, FSB 1996 - 1999
Alltech Data Systems 1994 - 1996
Centex / MFS Telecom 1992 - 1994
Camadon 1990 - 1991
Skills
Sales, Finance, Wealth Management, Employee Benefits, Commercial Lending, Loans, Credit, Banking, Portfolio Management, Retirement Planning, Small Business Lending, Mortgage Lending, Series 7, Commercial Banking, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63
Education
The American College 2010 — 2011
Chartered Life Underwriter, Life Insurance Planning
The American College 2009 — 2010
Chartered Financial Consultant, Financial Planning and Services
DePaul University 2005 — 2009
Financial Planning Curriculum, Financial Planning & Services
Northern Illinois University 1985 — 1989
Bachelor of Science, Business Management
St. Jude
Thornwood
Thornwood
Thornwood High School
Thornwood High School'
Geoff Swan, CPA/PFS's Citibank FSB Experience 1999 - 2000
Job Vice President Portfolio Management Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2010 - Present
Citi Private Bank 2000 - 2008
Citibank, FSB 1999 - 2000
Geoffrey M. Swan, CPA 1996 - 1999
First Union National Bank 1996 - 1996
NationsBank 1995 - 1996
NationsBank 1987 - 1995
NationsBank 1984 - 1987
Southeast Bank, N.A. 1980 - 1984
Peat, Marwick, Mitchell & Co. 1978 - 1980
Skills
Portfolio Management, Banking, Due Diligence, Credit, Capital Markets, Wealth Management, Investments, Asset Management, Finance, Loans, Negotiation, Financial Services, Credit Analysis, Commercial Banking, Securities, Mergers & Acquisitions, Private Equity, Treasury Management, Credit Underwriting, Credit Approval, Commercial Lending
Education
Florida State University 1976 — 1978
B.S., Accounting
Bank of America Merrill Lynch October 2010 - Present
Citi Private Bank 2000 - 2008
Citibank, FSB 1999 - 2000
Geoffrey M. Swan, CPA 1996 - 1999
First Union National Bank 1996 - 1996
NationsBank 1995 - 1996
NationsBank 1987 - 1995
NationsBank 1984 - 1987
Southeast Bank, N.A. 1980 - 1984
Peat, Marwick, Mitchell & Co. 1978 - 1980
Skills
Portfolio Management, Banking, Due Diligence, Credit, Capital Markets, Wealth Management, Investments, Asset Management, Finance, Loans, Negotiation, Financial Services, Credit Analysis, Commercial Banking, Securities, Mergers & Acquisitions, Private Equity, Treasury Management, Credit Underwriting, Credit Approval, Commercial Lending
Education
Florida State University 1976 — 1978
B.S., Accounting
Mark Smigelski's Citibank FSB Experience March 1994 - November 1996
Job Lending Officer at Wells Fargo Bank: National Underwriting Production Risk Management
Industry Financial Services
Experience
Wells Fargo Bank September 2012 - Present
Wells Fargo Private Mortgage Bank September 2009 - Present
Wells Fargo August 1998 - September 2009
Citibank San Francisco November 1997 - July 2008
Citibank CA FSB November 1996 - October 1997
Citibank FSB March 1994 - November 1996
North American Mortgage February 1993 - March 1994
Citibank FSB- Washington DC March 1988 - February 1993
Skills
Credit, Credit Analysis, Mortgage Lending, Credit Risk, Loan Origination, Mortgage Banking, Financial Analysis, Banking, Training, Loans, Refinance, Residential Mortgages, Underwriting
Education
The George Washington University 1976 — 1978
BA, Accounting
Hagerstown Junior College 1973 — 1974
AA, math/science
Philadelphia College of Pharmacy & Science 1972 — 1972
Pharmacy
Wells Fargo Bank September 2012 - Present
Wells Fargo Private Mortgage Bank September 2009 - Present
Wells Fargo August 1998 - September 2009
Citibank San Francisco November 1997 - July 2008
Citibank CA FSB November 1996 - October 1997
Citibank FSB March 1994 - November 1996
North American Mortgage February 1993 - March 1994
Citibank FSB- Washington DC March 1988 - February 1993
Skills
Credit, Credit Analysis, Mortgage Lending, Credit Risk, Loan Origination, Mortgage Banking, Financial Analysis, Banking, Training, Loans, Refinance, Residential Mortgages, Underwriting
Education
The George Washington University 1976 — 1978
BA, Accounting
Hagerstown Junior College 1973 — 1974
AA, math/science
Philadelphia College of Pharmacy & Science 1972 — 1972
Pharmacy
Laurie Gray's Citibank FSB Experience January 1993 - January 1999
Job Director at Citi Group
Industry Banking
Experience
Citi Private Bank January 1993 - Present
Citi Private Bank January 1999 - January 2001
Citibank, FSB January 1993 - January 1999
VERMONT FEDERAL BANK January 1989 - January 1993
CONNECTICUT BANK & TRUST January 1982 - January 1989
Skills
Private Banking, Compliance Oversight, Management, Investments, Banking, Auditing, Training, Sales Management, Internal Audit
Education
The University of Connecticut 1982 — 1986
B.A, Economics
Citi Private Bank January 1993 - Present
Citi Private Bank January 1999 - January 2001
Citibank, FSB January 1993 - January 1999
VERMONT FEDERAL BANK January 1989 - January 1993
CONNECTICUT BANK & TRUST January 1982 - January 1989
Skills
Private Banking, Compliance Oversight, Management, Investments, Banking, Auditing, Training, Sales Management, Internal Audit
Education
The University of Connecticut 1982 — 1986
B.A, Economics
Vivian Quiroga, Esq.'s Citibank FSB Experience 1990 - 1993
Job CEO at Jimmy Quiroga (R) Designs
Industry Luxury Goods & Jewelry
Experience
JIMMY QUIROGA (R) DESIGNS 2004 - Present
Law Offices of Vivian P. Quiroga, Esq. May 2001 - April 2004
Vitas Healthcare 1995 - 2001
Greenberg, Traurig, et. al. 1992 - 1995
Citibank, FSB 1990 - 1993
Skills
Jewelry, Public Relations, Mergers, Strategic Planning
Education
University of Miami School of Law
Juris Doctor (J.D.), Law, Class Valedictorian
University of Miami School of Law
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law, Class Valedictorian
JIMMY QUIROGA (R) DESIGNS 2004 - Present
Law Offices of Vivian P. Quiroga, Esq. May 2001 - April 2004
Vitas Healthcare 1995 - 2001
Greenberg, Traurig, et. al. 1992 - 1995
Citibank, FSB 1990 - 1993
Skills
Jewelry, Public Relations, Mergers, Strategic Planning
Education
University of Miami School of Law
Juris Doctor (J.D.), Law, Class Valedictorian
University of Miami School of Law
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law, Class Valedictorian
Pablo Rotondaro's Citibank FSB Experience March 2003 - February 2005
Job Grants Manager at National District Attorneys Association
Industry Nonprofit Organization Management
Experience
National District Attorneys Association October 2012 - Present
Weightman Realty November 2007 - November 2012
National Community Reinvestment Coalition June 2009 - October 2012
Weightman Realty November 2007 - June 2009
Lazos de Amistad 2008 - 2009
Nationstar Mortgage February 2005 - November 2007
Nationstar Mortgage February 2005 - October 2007
Nationstar Mortgage 2005 - 2007
Citibank FSB March 2003 - February 2005
Pacific Guarantee Mortgage November 2002 - March 2003
Skills
First Time Home Buyers, Investment Properties, Mortgage Lending, Loans, Real Estate, Credit, FHA, Non-profits, Banking, Investments, Real Estate Transactions, Fundraising, Strategic Planning, Mortgage Banking, Funding, Financial Analysis, Public Speaking, Marketing, Referrals, Customer Service, Grants, Spanish, Community Outreach, Community Development, Volunteer Management, Grant Writing, Program Development, Program Evaluation, Microsoft Excel, Nonprofits, Management, Budgets, Finance, Government, Proposal Writing, Program Management, Leadership
Education
University of Maryland College Park 1993 — 1998
BA
University of Maryland College Park 1993 — 1997
BS
somerset
Bachelor of Applied Science (B.A.Sc.)
National District Attorneys Association October 2012 - Present
Weightman Realty November 2007 - November 2012
National Community Reinvestment Coalition June 2009 - October 2012
Weightman Realty November 2007 - June 2009
Lazos de Amistad 2008 - 2009
Nationstar Mortgage February 2005 - November 2007
Nationstar Mortgage February 2005 - October 2007
Nationstar Mortgage 2005 - 2007
Citibank FSB March 2003 - February 2005
Pacific Guarantee Mortgage November 2002 - March 2003
Skills
First Time Home Buyers, Investment Properties, Mortgage Lending, Loans, Real Estate, Credit, FHA, Non-profits, Banking, Investments, Real Estate Transactions, Fundraising, Strategic Planning, Mortgage Banking, Funding, Financial Analysis, Public Speaking, Marketing, Referrals, Customer Service, Grants, Spanish, Community Outreach, Community Development, Volunteer Management, Grant Writing, Program Development, Program Evaluation, Microsoft Excel, Nonprofits, Management, Budgets, Finance, Government, Proposal Writing, Program Management, Leadership
Education
University of Maryland College Park 1993 — 1998
BA
University of Maryland College Park 1993 — 1997
BS
somerset
Bachelor of Applied Science (B.A.Sc.)
Judi Kutner's Citibank FSB Experience January 1990 - January 1994
Job Financial Writer
Industry Writing and Editing
Experience
Self employed May 2011 - Present
RPM Oversight May 2011 - Present
McKissock, and Co January 2008 - Present
Amerihope Alliance Legal Services May 2008 - May 2009
JK Financial January 1994 - January 2009
Westchester Community College April 2003 - May 2008
jk financial July 1994 - May 2008
Board of Cooperative Education Svcs January 1996 - January 2008
Citibank, FSB January 1990 - January 1994
Hudson Mortgage Bankers January 1986 - January 1990
Skills
Loans, Mortgage Lending, Investments, Credit Analysis, Finance, FHA, Banking, Real Estate, Credit, Real Estate Economics, First Time Home Buyers, Training, Sales, Foreclosures, Analysis, Funding, REO, Residential Homes, Underwriting, Investment Properties
Education
Boston University 1977 — 1981
Bachelor of Science, Business Administration; Statistics and Management Science
Boston University
Self employed May 2011 - Present
RPM Oversight May 2011 - Present
McKissock, and Co January 2008 - Present
Amerihope Alliance Legal Services May 2008 - May 2009
JK Financial January 1994 - January 2009
Westchester Community College April 2003 - May 2008
jk financial July 1994 - May 2008
Board of Cooperative Education Svcs January 1996 - January 2008
Citibank, FSB January 1990 - January 1994
Hudson Mortgage Bankers January 1986 - January 1990
Skills
Loans, Mortgage Lending, Investments, Credit Analysis, Finance, FHA, Banking, Real Estate, Credit, Real Estate Economics, First Time Home Buyers, Training, Sales, Foreclosures, Analysis, Funding, REO, Residential Homes, Underwriting, Investment Properties
Education
Boston University 1977 — 1981
Bachelor of Science, Business Administration; Statistics and Management Science
Boston University
Ivanka Budnik's Citibank FSB Experience 1994 - 1995
Job Administration | Finance at Northwest Suburban Montessori School
Industry Education Management
Experience
Northwest Suburban Montessori School June 2015 - Present
LaSalle Bank 1998 - 2000
1st Security Federal Savings Bank 1996 - 1998
Citibank, FSB 1994 - 1995
Citibank 1993 - 1994
Citibank 1991 - 1993
First Chicago 1989 - 1991
Selfreliance Federal Credit Union 1987 - 1989
Skills
Project Management, Management, Customer Service, Microsoft Word, Coaching, Budgets, Public Speaking, Change Management, Team Building, Microsoft Excel, Strategic Planning, Event Planning, Microsoft Office, Leadership, Employee Relations, Operations Management, Healthcare, Contract Negotiation, Customer Satisfaction, Research, Sales Management, Business Strategy, Team Leadership, Marketing Strategy, Performance Management, Policy, Financial Analysis, Community Outreach, Public Relations, Analysis, Editing, New Business Development, Nonprofits, Management Consulting, Team Management, Organizational..., Social Media, Leadership Development, Marketing, Real Estate, Advertising, Risk Management, Sales, Process Improvement, Training, Event Management, Account Management, Retail, Fundraising, Project Planning
Education
Columbia College Chicago 1988 — 1993
Management, Minor-Journalism
Lane Tech College Prep 1984 — 1988
Northwest Suburban Montessori School June 2015 - Present
LaSalle Bank 1998 - 2000
1st Security Federal Savings Bank 1996 - 1998
Citibank, FSB 1994 - 1995
Citibank 1993 - 1994
Citibank 1991 - 1993
First Chicago 1989 - 1991
Selfreliance Federal Credit Union 1987 - 1989
Skills
Project Management, Management, Customer Service, Microsoft Word, Coaching, Budgets, Public Speaking, Change Management, Team Building, Microsoft Excel, Strategic Planning, Event Planning, Microsoft Office, Leadership, Employee Relations, Operations Management, Healthcare, Contract Negotiation, Customer Satisfaction, Research, Sales Management, Business Strategy, Team Leadership, Marketing Strategy, Performance Management, Policy, Financial Analysis, Community Outreach, Public Relations, Analysis, Editing, New Business Development, Nonprofits, Management Consulting, Team Management, Organizational..., Social Media, Leadership Development, Marketing, Real Estate, Advertising, Risk Management, Sales, Process Improvement, Training, Event Management, Account Management, Retail, Fundraising, Project Planning
Education
Columbia College Chicago 1988 — 1993
Management, Minor-Journalism
Lane Tech College Prep 1984 — 1988
GARRICK NIELSEN's Citibank FSB Experience October 1996 - February 1999
Job Commercial Banking and Cash Management Services
Industry Banking
Experience
Standard Bank and Trust Company April 2013 - Present
Baytree National Bank & Trust Co. February 2010 - March 2013
American Chartered Bank March 2003 - October 2008
Merrill Lynch March 1999 - March 2003
Citibank FSB October 1996 - February 1999
American National Bank & Trust Company of Chicago June 1992 - October 1996
Skills
Real Estate, Credit, Commercial Banking, Treasury Management, Financial Analysis, SBA, Banking, Small Business, Working Capital..., Retail Banking, Funding, Investment Properties, Credit Analysis, Executive Management, Commercial Lending, Insurance, Loans, Financial Reporting, Negotiation, Commercial Mortgages, Due Diligence, Finance, New Business Development, Refinance, Portfolio Management, Investments, Real Estate Economics, Business Development, Strategic Financial..., Mergers, Small Business Lending, Private Equity, Asset Managment, Entrepreneurship, Lines Of Credit, Financial Modeling, Cash Management, Residential Mortgages, Asset Based Lending, Accounting, Financial Services, Corporate Finance, Mortgage Banking, Underwriting, Mortgage Lending, Valuation, Credit Risk, Capital Markets, Fixed Income, Risk Management
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Masters in Management, Marketing & Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
B.A. Finance, Finance
Standard Bank and Trust Company April 2013 - Present
Baytree National Bank & Trust Co. February 2010 - March 2013
American Chartered Bank March 2003 - October 2008
Merrill Lynch March 1999 - March 2003
Citibank FSB October 1996 - February 1999
American National Bank & Trust Company of Chicago June 1992 - October 1996
Skills
Real Estate, Credit, Commercial Banking, Treasury Management, Financial Analysis, SBA, Banking, Small Business, Working Capital..., Retail Banking, Funding, Investment Properties, Credit Analysis, Executive Management, Commercial Lending, Insurance, Loans, Financial Reporting, Negotiation, Commercial Mortgages, Due Diligence, Finance, New Business Development, Refinance, Portfolio Management, Investments, Real Estate Economics, Business Development, Strategic Financial..., Mergers, Small Business Lending, Private Equity, Asset Managment, Entrepreneurship, Lines Of Credit, Financial Modeling, Cash Management, Residential Mortgages, Asset Based Lending, Accounting, Financial Services, Corporate Finance, Mortgage Banking, Underwriting, Mortgage Lending, Valuation, Credit Risk, Capital Markets, Fixed Income, Risk Management
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Masters in Management, Marketing & Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
B.A. Finance, Finance
Mario Galup's Citibank FSB Experience 1990 - 1997
Job Project Manager at Deca Field Services
Industry Real Estate
Experience
Deca Field Services February 2010 - Present
Cross Town Mortgage, Inc. December 1999 - October 2008
Mortgage.com November 1997 - December 1999
Citibank FSB 1990 - 1997
Skills
Field Services, Property Preservation, Home Inspections, HUD, REO, Property Management, Investment Properties, Foreclosure Properties, Construction, Due Diligence, Contractor Selection, Budget Development, Residential Projects, Loss Mitigation, Contract Management, Vendor, Client Services, Site Inspections, Property, Real Estate, Investors, Negotiation, Single Family Homes, Real Estate Development, Short Sales, Residential Homes, Foreclosures
Education
Miami Coral Park
University of Missouri - St. Louis
Deca Field Services February 2010 - Present
Cross Town Mortgage, Inc. December 1999 - October 2008
Mortgage.com November 1997 - December 1999
Citibank FSB 1990 - 1997
Skills
Field Services, Property Preservation, Home Inspections, HUD, REO, Property Management, Investment Properties, Foreclosure Properties, Construction, Due Diligence, Contractor Selection, Budget Development, Residential Projects, Loss Mitigation, Contract Management, Vendor, Client Services, Site Inspections, Property, Real Estate, Investors, Negotiation, Single Family Homes, Real Estate Development, Short Sales, Residential Homes, Foreclosures
Education
Miami Coral Park
University of Missouri - St. Louis
Bertha Arnold's Citibank FSB Experience January 1990 - January 2000
Job V.P. at Advanced Technolog Security
Industry Security and Investigations
Experience
Advanced Technolog Security May 2004 - Present
Citibank, FSB January 1990 - January 2000
Education
Barry University 1996 — 2000
Bachelor of Science, Business Administration
Advanced Technolog Security May 2004 - Present
Citibank, FSB January 1990 - January 2000
Education
Barry University 1996 — 2000
Bachelor of Science, Business Administration
Beth Saunders's Citibank FSB Experience May 1990 - May 1992
Job VP, Organizational Development at M.C. Dean, Inc.
Industry Program Development
Experience
M.C. Dean, Inc. June 2012 - Present
Marriott International January 2009 - May 2012
Marriott International June 2007 - January 2009
Marriott International January 2006 - June 2007
Marriott International August 2002 - January 2006
Marriott International February 1999 - August 2002
Online Resources & Communications Corporation April 1997 - February 1999
Coopers & Lybrand, LLP April 1996 - April 1997
The Federal National Mortgage Association May 1992 - April 1996
Citibank FSB May 1990 - May 1992
Skills
Team Leadership, Product Launch, Project Implementation, Operations, Marketing Strategy, Organizational..., Cross-functional Team..., Program Management, Management, Strategy, Marketing, Training, Business Process..., Product Development, Strategic Planning, CRM, Project Management, Brand Management, Executive Management, Business Process
Education
The George Washington University 1986 — 1990
Bachelor of Arts, International Affairs
M.C. Dean, Inc. June 2012 - Present
Marriott International January 2009 - May 2012
Marriott International June 2007 - January 2009
Marriott International January 2006 - June 2007
Marriott International August 2002 - January 2006
Marriott International February 1999 - August 2002
Online Resources & Communications Corporation April 1997 - February 1999
Coopers & Lybrand, LLP April 1996 - April 1997
The Federal National Mortgage Association May 1992 - April 1996
Citibank FSB May 1990 - May 1992
Skills
Team Leadership, Product Launch, Project Implementation, Operations, Marketing Strategy, Organizational..., Cross-functional Team..., Program Management, Management, Strategy, Marketing, Training, Business Process..., Product Development, Strategic Planning, CRM, Project Management, Brand Management, Executive Management, Business Process
Education
The George Washington University 1986 — 1990
Bachelor of Arts, International Affairs
Patty Hanna's Citibank FSB Experience June 1989 - February 2005
Job Relationship Administrator/Assistant Vice President at Bank of America
Industry Banking
Experience
Bank of America February 2005 - Present
Citibank FSB June 1989 - February 2005
Standard Federal Savings Bank April 1979 - June 1989
Skills
Microsoft Office, Word,...
Education
Virginia Commonwealth University 1974 — 1976
Bachelor's degree, Psychology
Montgomery County Community College 1971 — 1973
Associate of Arts (A.A.), General Studies
Bank of America February 2005 - Present
Citibank FSB June 1989 - February 2005
Standard Federal Savings Bank April 1979 - June 1989
Skills
Microsoft Office, Word,...
Education
Virginia Commonwealth University 1974 — 1976
Bachelor's degree, Psychology
Montgomery County Community College 1971 — 1973
Associate of Arts (A.A.), General Studies