Citigroup Company
Industry: Investment banking company
DescriptionCitigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002. Customer service: 810 1 210-677-0065 CEO: Michael Corbat (Oct 16, 2012–) Headquarters: New York City, New York, United States Revenue: 71.45 billion USD (2017) Subsidiaries: Citibank, Banamex, Citicorp, Aeroméxico, Did you know: Citigroup is the third-largest bank in the US by total assets ($1,912 B). wikipedia.org
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Citigroup Employees
Citigroup April 2015 - Present
Goldman Sachs January 2006 - April 2015
IBM Global Business Services 2002 - 2006
PricewaterhouseCoopers 1998 - 2002
Coopers & Lybrand Consulting 1996 - 1998
Education
Fordham University
Master of Business Administration (MBA), Finance
Manhattanville College
Bachelor of Arts (BA), Management / Finance
BNY Mellon September 2015 - Present
BNY Mellon August 2014 - September 2015
BNY Mellon December 2012 - August 2014
BNY Mellon July 2010 - December 2012
Citigroup September 2007 - July 2010
ABEL Computers September 1999 - July 2010
In & Out Digital Printing October 2002 - January 2007
Verizon Telecommunications September 2000 - August 2001
Infinite Technologies, Inc July 1997 - August 1999
Sun TV & Appliances May 1993 - July 1997
Skills
International Project..., Business Analysis, Business Relationship..., Visio, Software, Hardware, System Administration, Training, Customer Service, Vendor Management, Recruiting, Banking, Business Requirements, Public Speaking, Sales, Management, Access, Networking, Operations Management, Human Resources, SDLC, Risk Management, Project Management, Process Improvement, Information Security, Consulting, Security, IT Strategy
Education
Buffalo State College 2001 — 2002
Business Education
Gannon University 1989 — 1994
Bachelor of Arts, Communications and English
CORESTAFF Services July 2012 - January 2013
Hannspree May 2011 - July 2012
Hannspree July 2009 - April 2011
IHSS January 2008 - August 2008
Citigroup June 2007 - December 2007
Skills
Help Desk Support, Technical Support, Building Effective..., Problem Solving, Time Management, Negotiation, Critical Thinking, Team Management, Team Leadership, Training, Systems Analysis, Customer Service, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Sales, Key Account Management, Product Marketing, Sales Management, Product Management
Education
University of Phoenix 2012 — 2014
Bachelor's Degree, Information Technology
Fullerton College 2009 — 2011
Associate's Degree, Interdisciplinary Studies with Emphasis in Social Behavior and Development
Sonora High School 1995 — 1999
High School, Academic Studies
Avecto June 2015 - Present
AppSense July 2010 - June 2015
LPS Integration August 2008 - July 2010
LPS Integration April 2007 - August 2008
Technology Access Corporation January 2005 - March 2007
Citigroup 2000 - 2002
Sonat 1997 - 1999
Skills
CCEA, Microsoft Certified..., VMware, Citrix, Leadership, Windows, Linux, Active Directory, Virtualization, Troubleshooting, Cloud Computing, Data Center, Xen, Disaster Recovery, Desktop Deployment, Group Policy, Desktop Transformation, Enterprise Architecture, Desktop Optimization, VMware Infrastructure, Application..., Citrix Metaframe, Pre-sales, Microsoft Technologies, Servers, User Experience, Software Documentation, Windows Server, Microsoft Certified...
Education
Furman University 1991 — 1995
Bachelor of Science, Computer Science
JPMorgan Chase August 2012 - Present
JP Morgan Chase April 2010 - August 2012
WorkflowOne October 2007 - June 2010
Citigroup February 2007 - October 2007
Discover Financial Services July 2001 - February 2006
Citigroup 2005 - 2006
Discover Financial Services November 2000 - July 2001
Skills
Business Analysis, Process Improvement, Vendor Management, Requirements Gathering, Visio, SDLC, Project Management, SharePoint, Account Management, Program Management, Requirements Analysis, Strategic Planning, Analytics, SQL, Customer Service, Change Management, Quality Assurance, Management, Banking, Business Requirements, User Acceptance Testing
Education
Franklin University
Dolby January 2009 - Present
BEA Systems November 2007 - June 2008
Electronic Arts 2003 - 2007
Electronic Arts July 2003 - March 2006
Frito Lay May 1999 - July 2003
Citigroup 1996 - 1999
Johnson & Johnson 1995 - 1997
Skills
Compensation, Succession Planning, Organizational Design, Benefits, Employee Relations
Education
Gannon University 1985 — 1990
BA, Communications-English
AT&T April 2015 - Present
NTT Com Security March 2014 - April 2015
Citigroup January 2007 - March 2014
McCormick & Company January 2000 - January 2007
Skills
Security, IT Management, Strategy, Business Intelligence, Cyber-security, Cybercrime, Cyberlaw, Cyber Defense, Healthcare Information..., Information Technology, Information Security, Information Security..., Information Systems, IDS, IPS, ArcSight, Forescout, Cisco, CISSP, CEH, Silvertail, Palo Alto Networks, Juniper, Arbor, Viruses, Management, Project Management, MS Project, Unix, Linux, RADIUS, AS400 system, AIX, Network Administration, Network Engineering, Network Design, Business Networking
Education
University of Phoenix
Master's Degree, Information Technology
University of North Carolina at Chapel Hill 1996 — 1998
Master's Degree, Human Biology
Montreat College 1983 — 1989
Bachelor's Degree, Business Administration and Management, General
Gaston College
Emergency Medical Technology/Technician (EMT Paramedic)
University of North Carolina at Charlotte
Bachelor's Degree, Human Biology
Citi April 2013 - Present
Citi April 2012 - April 2013
Citigroup November 2009 - March 2012
Citigroup August 2008 - October 2009
Citigroup October 2006 - August 2008
Humana February 2004 - October 2006
Humana October 2000 - January 2004
General Electric October 1999 - September 2000
General Electric May 1998 - October 1999
General Electric August 1997 - May 1998
Skills
Six Sigma, Business Analysis, Requirements Analysis, ITIL, SDLC, Leadership, Project Management, Vendor Management
Education
Xavier University 2004 — 2009
MBA, Business Administration
Fuller Theological Seminary 1988 — 1991
MA
North Central University 1985 — 1987
BA
T. Rowe Price July 2015 - Present
TD Bank, American's Most Convenient Bank January 2012 - June 2015
Fudan University December 2011 - November 2014
Data Driven Decisioning, Inc. June 2004 - April 2011
CapitalOne 1999 - 2004
Citigroup 1996 - 1999
Skills
Portfolio Optimization, Trading Systems, Neural Networks, Artificial Intelligence, Data Mining, Statistical Modeling, Analytics, Risk Management, Business Intelligence, SAS, Financial Modeling, Strategy, Portfolio Management, Business Analytics, Financial Risk, Start-ups, SQL, Analysis, Banking, Credit Risk, Team Leadership, Finance, Leadership, Management, Mergers & Acquisitions, Valuation, Vendor Management, Business Analysis, Financial Services, Credit, Financial Analysis, Process Improvement, Credit Cards, Consulting, Strategic Planning, Data Analysis
Education
Georgetown University 1991 — 1996
Ph.D., Economics
Fudan University
Bachelor of Arts (B.A.), Economics
Gunderson Dettmer March 2015 - Present
Pforzheimer Learning and Teaching Center (PLTC) September 2012 - May 2014
Information Technology Computing Help Desk August 2012 - May 2014
Douglas Elliman Real Estate May 2013 - August 2013
Kaikai Kiki New York, LLC December 2010 - January 2011
Hong Kong Chinese Restaurant January 2003 - February 2010
Orrick, Herrington & Sutcliffe LLP August 2007 - August 2007
Citigroup July 2007 - July 2007
Schulte Roth & Zabel LLP July 2007 - July 2007
Freshfields Bruckhaus Deringer July 2007 - July 2007
Skills
HTML5, CSS, JavaScript, PowerPoint, Mandarin, Microsoft Excel, Microsoft Word, Korean, Online Research, Chinese, Microsoft Office, Spanish, Stata, Research, Economics, Data Analysis, English, Social Media, Editing, Teamwork, Statistics, Public Speaking, Event Planning, HTML, Writing, Teaching, Analysis, Qualitative Research
Education
Wellesley College 2010 — 2014
B.A, Economics & Chinese, 3.56
Fudan University 2012 — 2012
Management & Economics, 3.89
NYC Lab School for Collaborative Studies 2006 — 2010
Advanced Regents Diploma
Accenture October 2006 - Present
CIO Connect April 2005 - January 2006
Citigroup October 1999 - 2005
Skills
Business Process, Program Management, Operations Management, Process Management, Change Management, Strategic Planning, Performance Management, Management, Outsourcing, Customer Service, Customer Relations, Coaching, People Management, Team Building, Real Estate, Government, CRM, Professional Services, Training, Problem Solving, Support Services..., Strategy, IT Strategy, Process Improvement
Education
Fordham University 1991 — 1992
Berkeley Capital Partners April 2009 - Present
Florida Business Development Corporation January 2015 - Present
Georgia Small Business Capital Loan Committee Member May 2014 - Present
Citigroup June 2006 - April 2009
Skills
Chartered Financial..., Portfolio Management, Investment Management, Asset Allocation, Alternative Investments, Equities, Investment Strategies, Hedge Funds, Equity Research, Fund Of Funds, ETFs, Bonds, Wealth Management..., Investment Advisory, Equity Valuation, Asset Management
Education
Furman University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
AIG August 2013 - Present
Citigroup March 2011 - August 2013
Citi March 2006 - March 2011
Skills
Organizational..., Instructional Design, Curriculum Development, Vendor Management, Program Facilitation, Training Programme..., Talent Management, Budget Setting, Myers-Briggs Certified
Education
Fordham University 2010 — 2012
Master's, Human Resources
University of South Carolina-Columbia 1993 — 1997
Bachelor of Science, Accounting and Finance
Suffolk Federal Credit Union July 2012 - December 2014
Broadridge December 2011 - June 2012
Financial Medical Systems July 2006 - October 2011
Citigroup 1988 - 2006
Skills
Legacy Modernization, Vendor Management, Data Wa, Healthcare IT, Application, IT Project Management, ERP (Enterprise..., Electronic Data..., Project Management, Applications, Microsoft SQL Server, Unix, COBOL, Cloud Computing, Strategy, Integration, Software Development, JavaScript, Healthcare Information..., ERP, HTML, Disaster Recovery, Visio, SQL, Data Warehousing, XML, IT Strategy, Outsourcing, Oracle, Enterprise Architecture, Databases, Management, SDLC, Software Project..., IT Management, Business Intelligence, Business Analysis, Information Technology, Leadership
Education
Iona College 1981 — 1984
MBA, Information Management Systems
Fordham University 1976 — 1980
B.S., Finance/Computer Science
Salesian High School 1972 — 1976
Marlette Funding August 2013 - Present
The Kessler Group April 2013 - August 2013
Independence Energy an NRG Company December 2010 - March 2013
Barclaycard US / Juniper Bank September 2010 - December 2010
Barclaycard US / Juniper Bank September 2004 - September 2010
Barclaycard September 2002 - September 2004
Citigroup November 2000 - September 2002
The Associates (acquired by Citi Nov 2000) April 1998 - October 2000
The Associates March 1997 - March 1998
The Associates 1996 - 1997
Skills
Start-ups, Analytics, Financial Services, Business Strategy, Leadership, Strategy, Direct Marketing, Portfolio Management, Corporate Development, Customer Acquisition, Finance, Management, M&A experience, Risk Management, Banking, Strategic Planning, Mergers & Acquisitions, Credit Cards
Education
University of South Carolina - The Moore School of Business 1990 — 1992
MBA, Finance
Franklin & Marshall College 1986 — 1990
BA, Economics
The Hill School 1984 — 1986
High School
Citigroup July 2015 - Present
The Churchill School and Center September 2013 - Present
van Doorn Consulting Group, LLC July 2009 - Present
Morgan Stanley March 2014 - June 2015
GE Capital February 2013 - March 2014
The School at Columbia September 2006 - January 2013
Citigroup December 2005 - July 2008
TIAA-CREF January 1988 - December 2005
Skills
Compliance, Securities, Retirement, Wealth Management, Banking, Retirement Planning, Financial Planning, Pensions, Executive Management, Insurance, Mentoring, Process Improvement, Change Management, Coaching, Team Building, Product Development, Product Management, Public Speaking, Leadership, Strategic Financial..., Financial Services, Strategy, Management Consulting, Business Analysis, Series 63, Risk Management, Mutual Funds, FINRA, AML, Investment Advisory, Management, Equities, Training, Vendor Management, Series 7, Mergers & Acquisitions, Portfolio Management, Asset Management, Compliance Management, Anti Money Laundering, Loans, Relationship Management
Education
University of Pennsylvania - The Wharton School 2004 — 2005
CRCP, FINRA at Wharton (Compliance)
Fordham University 1993 — 1995
MBA Finance, Finance
Stony Brook University 1985 — 1986
MS, Industrial Management
Stony Brook University 1981 — 1985
BA, Sociology
Music and Art
Fine/Studio Arts, General
Duff & Phelps November 2013 - Present
EVA Dimensions April 2013 - October 2013
Societe Generale June 2012 - August 2012
Berkery, Noyes & Co., LLC October 2011 - May 2012
Citigroup September 2010 - January 2011
Skills
Investment Banking
Education
Fordham University 2009 — 2013
BA, Finance, Economics
Fordham Preparatory School 2004 — 2009
College Preparatory
Hewlett-Packard July 2013 - July 2015
CenturyLink April 2013 - June 2013
Omnicare March 2012 - March 2013
JPMorgan Chase June 2011 - March 2012
JP Morgan Chase June 2010 - June 2011
Citigroup February 2006 - June 2010
ADP June 2002 - February 2006
ADP February 2000 - June 2002
Army National Guard December 1996 - August 2001
Chubb Computer Services 1999 - 2000
Skills
Data Center, IT Service Management, IT Management, Vendor Management, SharePoint, Incident Management, Process Improvement, ITIL, Business Process, Enterprise Architecture, HP Service Anywhere, IT Operations, Management, Infrastructure, Program Management, Team Leadership, Business Continuity, Disaster Recovery, Enterprise Software, Computer Hardware, Change Management, Networking, Technical Support, Storage, Mainframe, Hardware, Problem Management, SQL, SAN, Operations Management, Team Building, Team Management, IT Infrastructure..., Computer Network..., Cisco Call Manager, Event Management, ITIL Process, Team-oriented, Web Development, Production Support, Internal Communications, Corporate Communications, Application Support, Project Planning, System Monitoring, HTML, CSS, Service-Now, InfoPath, HP Service Manager
Education
The Chubb Institute of Technology 1996 — 1999
IT, Data Center Operations, 3.1
Franklin Pierce University 1991 — 1992
Graphic Design
TriZetto Corporation August 2011 - Present
Flextronics 2006 - July 2011
Fairfield and Woods, P.C. 2004 - 2006
Citigroup 2001 - 2002
Bigfoot Interactive 2000 - 2000
White & Case 1996 - 2000
National Service League 1992 - 1993
LaSalle Partners Ltd. 1990 - 1992
Education
Fordham Law School 1993 — 1996
J.D.
Northwestern University 1986 — 1990
B.A., Economics and Political Science
Bloomberg LP April 2014 - Present
Patterson Belknap Webb & Tyler LLP September 2006 - March 2014
Citigroup May 2003 - September 2003
Skills
Mergers, Private Equity, Venture Capital, Intellectual Property, Corporate Law, Corporate Governance, Securities, Due Diligence, Joint Ventures, Mergers & Acquisitions, Legal Advice, Licensing
Education
Fordham University School of Law 2003 — 2006
JD
Loyola Marymount University 2000 — 2002
B.A., Philosophy
St. Ignatius 1992 — 1996
Niosi Capital Partners April 2011 - Present
NDC Capital Partners June 2008 - April 2011
Citigroup 1990 - 2003
MERRILL LYNCH HUBBARD, INC 1984 - 1990
Skills
Real Estate, Real Estate Economics, Property Management, Disposition, Leases, Entitlements, REO, Condos, Corporate Real Estate, Tenant, Real Estate Transactions, Investment Properties, Residential Homes, Due Diligence, Asset Management, Real Estate Development, Brokerage, Real Estate Financing, Investors, Location Intelligence, Commercial Real Estate, Apartments
Education
New York University 1981 — 1987
Real Estate
Fordham University 1969 — 1973
BS, Management/ Marketing
Taikun Inc. January 2014 - Present
Hyphen Digital ( HCG / Omnicom ) February 2013 - October 2013
Hyphen Digital ( HCG / Omnicom ) January 2011 - February 2013
Health Science Communications August 2009 - December 2010
Citigroup February 2006 - February 2008
Pfizer October 2003 - February 2006
Skills
Account Management, Advertising, Integrated Marketing, Digital Strategy, Digital Marketing, Mobile Marketing, Online Marketing, Marketing Communications, Digital Media, Social Media, Interactive Marketing
Education
Fordham University 2003 — 2008
BS, Marketing
Standard & Poor's 2013 - 2015
Barclays Capital (legacy Lehman Brothers) 2007 - 2013
Citigroup 2003 - 2007
Deutsche Asset Management 2000 - 2003
Bankers Trust 1996 - 2000
Education
Fordham University School of Law 1992 — 1995
JD
St. John Fisher College 1988 — 1992
BA, History, Politcal Science
TD January 2015 - Present
J14 Consulting January 2013 - Present
BMO Financial Group February 2009 - November 2013
Shoppers Drug Mart February 2007 - February 2009
Kaiser Permanente January 2006 - February 2007
Kaiser Permanente October 2002 - January 2006
Santeon, Inc. January 2002 - October 2002
Citigroup 1995 - 2002
Sprint 1995 - 1995
EDS 1994 - 1995
Skills
Business Process..., CRM, Vendor Management, Enterprise Architecture, IT Strategy, Strategic Leadership, Cross-functional Team..., Change Management, Program Management, Strategy, Strategic Planning, Operational Excellence, Security Management, IT Outsourcing, Enterprise Risk..., Application Architecture, Innovation Management, New Venture Formation, Customer Service, Customer Experience, Turnaround Experience, SDLC, Outsourcing, Risk Management, Enterprise Software, Project Portfolio..., Solution Architecture, Business Strategy, Integration, Governance, ITIL, Security, Process Improvement, Disaster Recovery, Telecommunications, Data Center, Management, Enterprise IT..., Business Development, Software Development, E-commerce, Consulting, SOA, IT Management, Business Intelligence, Professional Services, Information Technology, Software Project..., Business Analysis, Data Warehousing
Education
George Mason University 1994 — 1998
MS
George Mason University - School of Business 1990 — 1993
BS
Northern Virginia Community College 1987 — 1989
Associate of Science (A.S.)
reJoyce Health 2010 - Present
Weight Watchers 2005 - 2010
Citigroup May 2001 - June 2003
NuView Systems January 1998 - December 1999
Skills
Training, Coaching, Recruiting, HRIS, Interviews, Human Resources, Leadership, Budgets, Employee Relations, Employee Training, Leadership Development, Employee Benefits, Public Speaking
Education
Institute for Integrative Nutrition 2009 — 2010
Health Coach, Health, Wellness & Nutrition
Institute of Culinary Education 2000 — 2001
Pastry Arts, Pastry & Baking
Framingham State University 1997 — 1999
MA, Human Resources Management
University of Massachusetts, Amherst 1989 — 1993
BA, Communication, Spanish, Sociology
McCarter & English, LLP April 2014 - Present
Amster Rothstein & Ebenstein September 2012 - April 2014
Citigroup June 2007 - August 2009
Lehman Brothers May 2006 - August 2006
Skills
Microsoft Office, C++, Microsoft Excel, Matlab, C, Windows, Java, HTML, PowerPoint, Microsoft Word, Customer Service, Computer Hardware, SQL, Linux, Programming, Solidworks, C#, Research, Visio, Intellectual Property, JavaScript, Business Analysis, MS Project, Public Speaking, Software Development, Legal Research, XML, Access, Privacy Law, MySQL, Microsoft SQL Server, Editing, Perl, Data Analysis, Legal Writing, Testing, PHP, Financial Analysis, Patentability, Corporate Law, Agile Methodologies, Social Media, Analysis, Patent Litigation, Project Management, Westlaw, Outlook, Process Improvement, Requirements Analysis, Troubleshooting
Education
Fordham University School of Law 2009 — 2012
Juris Doctor, Law
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor of Science (BS), Computer & Systems Engineering
Metropolitan Atlanta Rapid Transit Authority August 2011 - Present
The Judge Group August 2011 - October 2011
DMEautomotive May 2010 - July 2011
Bank Of America January 2010 - May 2010
Citigroup June 2009 - January 2010
National Government Services April 2008 - June 2009
Fujitsu March 2008 - April 2008
Skills
Replication, Log Shipping, Mirroring, DTS, SSIS, T-SQL, Clustering, IIS, SSRS, SQL Server, Databases, Database Administration, Database Design, SQL, Stored Procedures, Microsoft SQL Server, Performance Tuning, Data Warehousing, ETL, SharePoint, Analysis Services, SQL Tuning, Disaster Recovery, Business Intelligence, VBScript, Windows Server, High Availability, Active Directory, Servers, Erwin, Security, Cluster
Education
Gannon University 2006 — 2007
MS, Mechanical
The Meyer Partnership August 2009 - Present
The Rose Partnership April 2007 - June 2009
Citigroup 1989 - 2006
U.S. Trust 2000 - 2003
First Chicago Bank & Trust 1987 - 1989
Shawmut Bank 1985 - 1987
Skills
Business Development, Management, Leadership, Asset Management, Executive Search, Financial Transactions, Commercial Banking, Internet Banking, Trading, Investment Banking, Financial Services, Capital Markets, Emerging Markets, Payments, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Executive MBA with Honours
Franklin & Marshall College
New Canaan High School
St. Lawrence University
BA, Economics & French
First Data Corporation May 2015 - Present
JPMorgan Chase & Co. January 2013 - Present
JPMorgan Chase April 2012 - September 2014
White Nights Foundation of America June 2009 - June 2010
Citigroup July 2006 - January 2009
Citigroup January 1996 - June 2006
The Point May 1988 - December 1995
PEI Associates April 1987 - May 1988
SAIC/JRB Associates September 1981 - April 1987
Skills
Fundraising, Strategy, Leadership, Program Management, Strategic Planning, Management, Marketing, Event Planning, Public Relations, Customer Service, Public Speaking, Project Planning, Process Improvement, Talent Development, Program Team Management, Recruiting Entry Level...
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Management
Franklin & Marshall College
BA, Geology
Citigroup February 2015 - Present
J.P. Morgan April 2014 - February 2015
Capital One April 2013 - March 2014
JPMorgan Chase January 2012 - March 2013
Skills
Market Analysis, Retail Banking, Compliance, Financial Analysis, Market Research, Due Diligence, Data Analysis, Sales, Business Planning, Banking, Internal Audit, Finance, Marketing, AML, Anti Money Laundering
Education
University of Illinois at Urbana-Champaign
Master of Business Administration (MBA), Marketing, Psychology
Freie Universität Berlin
Master of Business Administration (MBA)
Saint John's University
Bachelor of Science (B.S.), Management
Citigroup January 2007 - Present
Women & Co., Citigroup January 2005 - March 2007
Citicorp Investment Services, Citigroup April 2004 - December 2006
Royal Alliance Associates, AIG September 1997 - April 2004
Wilson, Elser, Moskowitz, Edelman & Dicker June 1993 - September 1997
Cuyler, Burk & Matthews February 1992 - June 1993
Shanley & Fisher September 1990 - February 1992
Skills
Ethics, FINRA, Securities, Investment Advisory, Corporate Governance, Securities Law, Securities Regulation, Litigation Management, FCPA, Litigation, Compliance, Arbitration, Internal Investigations, Commercial Litigation, Capital Markets, Series 7, Financial Services, Financial Risk, Due Diligence, Hedge Funds, Internal Audit, Mutual Funds, Risk Management, AML, KYC, Auditing
Education
Fordham University School of Law 1987 — 1990
J.D., Law
University of Oxford 1987 — 1987
Law
New York University - Leonard N. Stern School of Business 1983 — 1987
B.S., Finance, Spanish
Verizon August 2015 - Present
Verizon Wireless August 2014 - August 2015
Advention Business Partners April 2014 - June 2014
Lean Startup Machine May 2013 - December 2013
Mars June 2013 - August 2013
AIG May 2007 - April 2013
World of Money - Stern Consulting Corps May 2012 - August 2012
Barro de Medellin December 2011 - February 2012
Citigroup May 2005 - May 2007
Citigroup October 2004 - May 2005
Skills
Business Analysis, Project Management, Business Process..., Data Analysis, Analytics, Leadership, Entrepreneurship, Marketing Strategy, Business Strategy, Market Research, Management, Marketing, Analysis, SDLC, Competitive Analysis, Consulting, Strategy
Education
General Assembly 2014 — 2015
Digital Marketing
Thinkful 2014 — 2014
Front End Web Development
New York University - Leonard N. Stern School of Business 2011 — 2014
MBA, Marketing/Strategy
Fundação Getulio Vargas / FGV 2013 — 2013
NYU Stern DBi, Doing Business in Brazil
New York University - College of Arts and Science 2001 — 2005
Bachelor of Arts, Philosophy
HSBC February 2012 - Present
Citi February 2010 - December 2011
Commerzbank AG January 2009 - January 2010
Bank of America, International Private Banking June 2008 - October 2008
E-Trade Financial January 2008 - May 2008
Citigroup May 2004 - November 2007
Hess Corporation September 2002 - May 2004
Skills
Private Wealth..., Securities, Hedge Funds, Fixed Income, Banking, Insurance, Financial Planning, Alternative Investments, Private Banking, International Sales, Private Equity, Estate Planning, Tax, Multilingual, European Studies, Trading, Commodities, Investments, Investment Strategies, New Business Development, International Business, 401k Rollovers, IRA Rollovers, Charitable Giving..., Retirement Plan..., Wealth Preservation..., Retirement Income..., Wealth Transfer, Wealth Accumulation, Insurance Planning, Charitable Giving
Education
New York University 2002 — 2004
Post Graduate Certification, Financial Risk Management
Freie Universität Berlin 1995 — 2001
MBA, Diplom Kauffrau, Banking, Finance
Cannon Financial Institute
Grow Your Book, Business Development
UC Irvine March 2012 - Present
Nomura October 2008 - April 2012
Lehman Brothers July 2000 - October 2008
Operational Risk Inc. 1999 - 2000
Citigroup 1999 - 2000
Bankers Trust 1996 - 1999
Societe Generale 1993 - 1996
JYACC Inc. 1989 - 1992
Prime Computers Inc. September 1989 - July 1991
Skills
IT Management, J2EE Architecture, SOA, Spring, FX, Ant, opentaps, Kuali FS, OFBiz, FX Options, JUnit, Maven, Java Enterprise Edition, Bonds, Accounting System, Project Management, Sybase, Fixed Income Technology, Risk Management, Software Development, Credit Derivatives, Java, Databases, Interest Rate..., Trading, Oracle, Market Data, Options, JMS, Integration, Linux, JDBC, Commodity, Opentaps, Spring Framework
Education
State University of New York at Albany 1987 — 1989
MBA, MIS
Fu Jen Catholic University 1982 — 1986
BBA, MIS
JPMorgan Chase May 2013 - Present
Citigroup June 2012 - August 2012
Northeast Securities August 2010 - August 2011
Ping An Asset Management Company October 2004 - July 2008
Skills
Matlab, C++, Derivatives, Risk Management, Quantitative Finance, Fixed Income, Stochastic Calculus, Time Series Analysis, Quantitative Investing, Market Risk, Portfolio Management, Econometrics
Education
New York University
Masters, Mathematics
Polytechnic Institute of New York University
Master, Financial Engineering
Fudan University
Bachelor, Honor Class of Science-Life Science
Citibank April 2013 - Present
Citibank April 2011 - 2013
Citibank January 2006 - April 2011
Citigroup January 2000 - March 2006
Citigroup January 1990 - January 1993
Citigroup January 1981 - January 1987
Citibank January 1979 - January 1981
Skills
FINRA Series 24, Series 63, Series 7, ACAM Certification, Commercial Banking, Life & Health Insurance..., Finance, Cross Selling, Management, Sales Management, Wealth Management, Banking, Small Business Lending, Relationship Management, Strategy, Commercial Lending, Retail Banking, Credit, Consumer Lending, Credit Analysis, Credit Cards, Sales, AML, Customer Service, Underwriting, Strategic Planning, Training, Team Management, Cash Management, Leadership, Financial Services, Branch Banking, Mortgage Lending, Treasury Management, Risk Management, Small Business, Private Banking, Branch Management, Lines Of Credit, Commercial Mortgages, Credit Risk, Loan Origination, Financial Risk, Mortgage Banking, Financial Analysis, Deposits, Investments, Internet Banking, Series 24
Education
Furman University 2008 — 2010
Graduate Program, Retail Bank Management
Iona College
B.B.A, Accounting
Von Maur August 2011 - Present
Downtown Church of Christ July 2001 - May 2007
Citigroup March 2006 - August 2006
C. Y. D. S August 2005 - February 2006
Virginia State University September 2004 - May 2005
Education
Full Sail University 2007 — 2009
Bachelor, Art Game Art and Digital Design
JP Morgan Chase November 2010 - September 2014
Citigroup December 2006 - November 2010
Citigroup December 2000 - November 2006
Salomon Smith Barney May 1994 - November 2000
Deutsche Bank June 1993 - May 1994
Lehman Brothers 1986 - 1993
Reserve Management Corp 1985 - 1986
AIG 1983 - 1985
Skills
Back Office, Trading Systems, Market Data, Fixed Income, Equities, Capital Markets, Electronic Trading, Derivatives, Investment Banking, Prime Brokerage, Reference Data, SDLC, Risk Management, Equity Derivatives, Financial Services, Business Analysis, Operational Risk..., Banking, Trading, Securities, Operational Risk, Vendor Management, Cash Management, Hedge Funds, Financial Risk, Portfolio Management, Financial Markets, FX Options, Options, AML, Equity Trading, Asset Management, SWIFT payments, Settlement, Market Risk, Funding
Education
Franklin & Marshall College 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Business/Management
Rutherford High School 1975 — 1979
High School Diploma
JP Morgan Chase April 2010 - Present
Symantec May 2009 - April 2010
EDS/Cardinal Health January 2008 - October 2008
Citigroup 2006 - 2008
JPMorgan Chase 2000 - 2006
CallTech Communications 1999 - 2000
US Air Force 1992 - 1996
Skills
Talent Management, Recruiting, Interviews, Applicant Tracking..., Personnel Management, Sourcing, Employee Benefits, Leadership, Human Resources
Education
Franklin University
Madison
Citigroup May 2014 - December 2014
Kaiser Permanente July 2012 - May 2014
U.S. Forest Service June 2010 - June 2011
Federal Reserve Bank of Richmond September 2009 - April 2010
US Small Business Administration April 2009 - June 2009
Office of the Comptroller of the Currency March 2007 - December 2008
Internal Revenue Service December 2006 - March 2007
US DEPARTMENT OF LABOR December 2005 - December 2006
Citigroup August 2004 - November 2005
Siebel Systems, Inc November 2000 - August 2004
Skills
Six Sigma, Program Management, PMO, MS Project, Project Server, Change Management, Risk Analysis, Management Consulting, Program Planning, Program Design, ITIL, CMMI, Green Belt, SaaS, SQL Server, DB2/SQL, Oracle SQL, Data Warehousing, PMP, Enterprise Architecture, SOA, Smart Cards, Software Project..., SDLC, Project Portfolio..., Vendor Management, Process Engineering, Business Intelligence, Integration, SharePoint, Outsourcing, Business Process..., Business Management, IT Strategy, Visio, Application Development, Requirements Analysis, IT Governance, IT Management, Resource Management, Process Improvement, IT Service Management, PMBOK, Release Management, Cloud Computing, Consultancy, Business Process Design, Solution Architecture, Risk Management, Portfolio Management
Education
Villanova University 2005 — 2005
Green Belt, Six Sigma
George Mason University 2003 — 2003
Cert, Program Management
Howard University
BS, Psychology
Southeastern University
Health Administration, Graduarte MPHA Studies
University of the District of Columbia
Community Psychology Graduate Studies
WNY Asset Management July 2013 - Present
NORTHEAST RETIREMENT PLAN ADVISORS/LPL FINANCIAL February 2012 - June 2013
M&T SECURITIES, INC. January 2011 - November 2011
CLEARPLAN FINANCIAL, INC./CADARET GRANT July 2009 - January 2011
CITIGROUP March 2007 - June 2009
CANTOR FITZGERALD & CO./DEBT CAPITAL MARKETS April 2005 - December 2005
TRANSMARKET GROUP, LLC June 2003 - July 2004
INSTINET FIXED INCOME INC August 1999 - May 2002
PERFORMANCE TRADING TECHNOLOGIES, INC./SOUTHPORT SECURITIES LLC September 1997 - August 1999
DONALDSON, LUFKIN AND JENRETTE, INC. January 1991 - August 1996
Skills
Investments, Financial Planning, Asset Allocation, Retirement, Trading, Portfolio Management, Mutual Funds, Financial Analysis, Asset Management, Fixed Income, 401k, Risk Management, Due Diligence, Wealth Management, Fixed Annuities, Retirement Planning, Private Equity, Securities, Financial Modeling, Business Strategy, Investment Banking, Strategic Financial..., Financial Risk, Investment Strategies, Bonds, Options, Analysis, Financial Advisory, Derivatives, Series 7, Alternative Investments, Valuation, Equities, Pensions
Education
Fordham University 1997 — 1999
MA, International Political Economy and Development
Fordham University 1977 — 1981
BA, Economics
Vornado Realty Trust February 2011 - Present
Milrose Consultants, Inc. April 2009 - August 2010
Goldman Sachs November 2006 - March 2009
Citigroup January 2006 - November 2006
Gotham Organization April 2003 - August 2005
Skills
Management, Project Management, Microsoft Office, Proposal Writing, Office Management, Invoicing, Accounting, Editing, Spreadsheets, Auditing, Databases, Outlook, PowerPoint, Microsoft Excel, Microsoft Word
Education
New York University 2015 — 2016
Certificate in Construction Project Management, Real Estate Development
New York University 2011 — 2013
Certificate in Real Estate Finance & Investment
Fordham University 2004 — 2008
Bachelor's degree, Communications and Media, Minor in Business Administration
AYASDI 2014 - Present
Thomson Reuters 2011 - 2013
Thomson Reuters 2009 - 2011
Rexnord Industries 2009 - 2009
Banc of America Securities 2006 - 2008
Citigroup 2005 - 2006
Skills
Investment Banking, Mergers & Acquisitions, Investment Management, Financial Analysis, Business Development, Financial Modeling, Building Relationships, Account Management, Sales, Data Science, Predictive Analytics, Python, Management Consulting, Due Diligence, Alternative Investments, Corporate Finance, Management
Education
General Assembly
University of Wisconsin-Madison
Bachelor of Business Administration (B.B.A.)
University of Wisconsin-Madison
Bachelor of Arts (BA)
Wholesale Millwork, Inc. November 2012 - Present
Citigroup January 2008 - October 2012
Family Dollar January 2005 - January 2008
Ground Round January 2000 - January 2004
Skills
Microsoft Office, SharePoint, Live Meeting, Access, Training, Process Improvement, Recruiting, Customer Service, Risk Management, Call Centers, Microsoft Excel, Analysis, Fraud, Visio, Business Analysis, Finance, Management, Banking, Outlook, Team Leadership, Data Analysis, Customer Satisfaction, Hiring, Software Documentation, Leadership, Invoicing, Insurance, Forecasting, Inventory Management, Pricing, Sales
Education
Frederick Community College 1999 — 2000
Middletown High School 1995 — 1999
High School Diploma, General Studies
Lifetime Financial Growth / Luttner Financial Group January 2015 - Present
Pinnacle Forum 2012 - Present
Armory Youth Center, Washington City Mission, Washington County Food Bank, Youth for Christ January 2004 - Present
VCycling & Personal consulting 2004 - Present
VCycling & Strive Fitness 2010 - 2012
VCycling and Self employed Consultant 2004 - 2012
Citigroup January 1984 - December 2003
Skills
Strategic Planning, Training, Investments, Insurance, Banking, Wealth Management, Series 7, Business Development, Team Building, Sales, Customer Service, Strategic Financial..., Portfolio Management, Marketing, Strategy, Small Business, Employee Benefits, Finance, Sales Management, Business Planning, Coaching, Program Management, Risk Management
Education
Geneva College 1997 — 2000
Masters, Organizational Leadership & Development
American Century University 1990 — 1993
Business Administration, Finance
University of Hawaii
First Eagle Investment Management June 2013 - Present
First Eagle Investment Management June 2012 - June 2013
Roomorama.com September 2012 - January 2013
CitiGroup June 2009 - June 2012
Merrill Lynch January 2008 - May 2008
Skills
Financial Analysis, Fund Accounting, Bloomberg, Mutual Funds, Financial Reporting, Hedge Funds, Investments, Microsoft Excel, Equities, Fixed Income, Asset Management, Accounting, Financial Modeling, Private Equity, PowerPoint, Microsoft Office, Valuation, Financial Accounting, Due Diligence, Financial Statements, Series 7
Education
Fordham University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
SunGard February 2010 - Present
Acumen Solutions April 2008 - December 2009
Morgan Stanley March 2004 - March 2008
Citigroup March 1996 - March 2004
Merrill Lynch 1982 - 1996
Skills
Program Management, PMP, Business Analysis, Risk Management, Financial Services, Enterprise Architecture, Integration, CRM, Strategy, SDLC, Business Process, PMO, Vendor Management, Agile Methodologies, MS Project, Requirements Analysis, IT Strategy, Series 7, Software Project..., Wealth Management, Six Sigma, New Business Development, Trading Systems, Product Management, Visio, Brokerage, Microsoft SQL Server, Agile Project Management, ITIL, C++, Java, HTML 5, Technology Management, Relationship Management, Account Management, Product Development, Capital Markets, Consulting, Relationship Building, Business Relationship...
Education
Iona College 1984 — 1987
MS, Computer Science, 4.0
Fordham University 1976 — 1980
Bachelor of Science, Quantitative Analysis, 3.2
Citigroup July 2010 - Present
Citicorp July 2007 - Present
Skills
Series 7, Equity Research, Bloomberg, Capital Markets, Equities, Hedge Funds, Management
Education
Fordham University
BS, Political Science
O-I October 2014 - Present
Baxter Healthcare January 2011 - September 2014
Baxter Healthcare July 2008 - December 2010
Citigroup February 2001 - June 2008
Embassy of Brazil August 1998 - May 2000
Chevy Chase Bank January 1994 - July 1998
Skills
Talent Management, Employee Relations, Workforce Planning, Talent Acquisition, Personnel Management, Succession Planning, Performance Management, Program Management, Mergers & Acquisitions, Employee Engagement, Leadership, Strategic Partnerships, Accounting, Human Resources, Leadership Development, Organizational Design, Deferred Compensation, Supply Chain, Mergers, Process Improvement, Management, Strategic Planning, Change Management, Financial Analysis, Employee Benefits, Team Building
Education
Fundação Armando Álvares Penteado
Montgomery College
Associates, Computer Science
University of Maryland College Park
UnitedHealthcare July 2010 - Present
Citigroup April 2008 - February 2009
Nationwide Insurance 1998 - 2007
Nationwide Insurance 1989 - 1998
Skills
Risk Management, Internal Audit, Program Management, SDLC, Financial Risk, Internal Controls, Performance Management, Customer Service, Quality Management, Project Management, Auditing, Process Improvement, Employee Benefits, Product Development, Insurance
Education
Franklin University 1982 — 1984
Associate, Management
Steubenville High School
Deloitte March 2014 - Present
Deloitte September 2011 - May 2014
Morgan Stanley June 2011 - August 2011
Citigroup May 2010 - August 2010
Citigroup October 2009 - December 2009
Bank of America Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Bloomberg Terminal, Bloomberg, Valuation, Wealth Management, Private Equity, Finance, Corporate Finance, Due Diligence, Fixed Income, Economics, Investment Banking, Psychic Readings, Equities, Capital Markets, Microsoft Excel, Microsoft Office
Education
Fordham University 2007 — 2011
Bachelor's Degree, Business Administration and Concentration in Finance
Boston University - London Study Abroad Program 2009 — 2009
International Finance, Economics
St. Joseph's Prep 2003 — 2007
Goldman Sachs October 2013 - Present
Goldman Sachs July 2011 - September 2013
Goldman Sachs June 2010 - August 2010
AXA Advisors May 2009 - August 2009
Citigroup January 2009 - May 2009
Skills
Financial Modeling, Excel, PowerPoint, Word, Portfolio Management, Investments
Education
Fordham University 2006 — 2010
Bachelor’s Degree, Finance, 3.89, Summa Cum Laude
Ericsson Canada Inc. January 2010 - Present
Project Management Institute January 2009 - Present
Ericsson September 2007 - Present
Ericsson Brazil October 2007 - December 2009
ALD Automotive November 2005 - October 2007
Citigroup September 2002 - October 2005
Vidalink July 2000 - August 2002
Skills
Revenue Management, PMP, Telecommunications, Product Development, Negotiation, Program Management, Internet Banking, Portfolio Management, Software Development, People Skills, Telecommunication..., Project Management, Telecommunications..., Revenue Assurance, Revenue Analysis, Project Planning, Management, CRM, Leadership, Software Project..., ITIL, Service Delivery, Open Source Software, IT Service Management, Team Leadership, PMO, Integration, Project Portfolio..., PMI, PMBOK, Analysis
Education
Project Management Institute 2005 — 2005
Certification
Fundação Getulio Vargas 2003 — 2004
MBA
Citigroup January 2005 - Present
Citigroup Private Bank January 2001 - December 2004
Vesper 1999 - 1999
Citigroup 1994 - 1996
Education
York University 1998 — 2000
MBA, Finance and International Business
Fundação Getulio Vargas 1999 — 1999
MBA
University of California, Irvine 1997 — 1998
Post Graduate Certificate, International Business
Universidade Mackenzie 1992 — 1996
Jefferies March 2015 - Present
Citigroup May 2010 - March 2015
UBS Wealth Management August 2007 - May 2010
UBS Wealth Management June 2006 - August 2006
UBS Wealth Management November 2001 - March 2005
Education
Fordham University School of Law 2004 — 2007
J.D.
University at Buffalo 1997 — 2001
B.S., Computer Science
Bronx Science
Bronx Science
J.P. Morgan December 2014 - Present
JPMorgan Chase July 2013 - November 2014
JPMorgan Chase May 2011 - June 2013
Citigroup November 2009 - May 2011
Reed Elsevier October 2008 - August 2009
Diamond Management and Technology Consultants September 2006 - June 2008
Accenture May 2005 - September 2006
JPMorgan Chase January 1999 - April 2005
Sears Credit April 1996 - December 1998
Skills
Business Analysis, Program Management, Risk Management, Software Development, Process Analysis, IT Strategy, Vendor Management, SDLC, Business Process..., Project Portfolio..., Process Improvement, PMO, Change Management, Project Management, Business Intelligence, Financial Services, Management Consulting, PMP, Acquisition Integration, Integration
Education
Indiana University - Kelley School of Business 2009 — 2011
Masters of Business Administration, Management
Franklin University 1999 — 2001
Bachelor of Science, Human Resources Management
University of Missouri-Columbia 1990 — 1996
Bachelor of Journalism, Advertising
Ankeny High School 1986 — 1990
High School diploma, AP Honors student
Tata Consultancy Services 2012 - Present
Milestone Advisory 2011 - 2012
Tata Consultancy Services 2008 - 2011
Citigroup 2006 - 2008
BearingPoint 2005 - 2006
JPMorgan Chase 2001 - 2005
Skills
Business Analysis, Business Process..., Management Consulting, Banking, Business Strategy, Change Management, Business Transformation, Business Process..., Program Management, Financial Services, Business Process, Strategy, Process Improvement, Project Management, Management, Project Delivery, PMO, Governance, Consulting, Requirements Analysis, Requirements Gathering, PMP, Business Process Design, ERP, Re-engineering, Organizational Design, Training, Relationship Management, Six Sigma, Project Portfolio..., Product Management, Outsourcing
Education
Fordham University
Economics and International Political Economy
University of Sydney
Citigroup June 1992 - Present
Skills
Mutual Funds, Fund Accounting, Asset Managment, Investments, Banking, Securities, Fund Administration, Financial Analysis, Risk Management, Relationship Management, Portfolio Management, Equities, Retirement Planning, Asset Management, Valuation, Bloomberg, Analysis, Auditing, Series 7, Financial Risk, Fixed Income, Alternative Investments, Wealth Management, Internal Controls, Business Analysis, Derivatives, Capital Markets, Financial Services, Financial Modeling, Hedge Funds, Finance, Management, Asset Allocation, Transfer Agency, Due Diligence, Investment Advisory, Executive Management, Fund Of Funds, Middle Office, Strategic Financial..., Corporate Finance, Loans, Financial Reporting, Mergers & Acquisitions, Back Office, Credit, Corporate Actions, Bonds, Investment Management
Education
Franklin University 1988 — 1992
Bachelor of Science (BS), Accounting
Gerson Lehrman Group July 2009 - Present
Hyundai Capital America April 2010 - March 2011
Discover Financial Services April 2007 - July 2009
FleetCor August 2005 - April 2007
Citigroup April 2003 - August 2005
GE Consumer Finance July 1999 - April 2003
Experian November 1997 - July 1999
Skills
Risk Management, Credit Risk, Financial Risk, Portfolio Management, Credit, Banking, Analytics, Forecasting, Cross-functional Team..., SAS, Strategy, Data Analysis, Credit Cards, Analysis, Statistical Modeling
Education
University of Tennessee 1995 — 1997
MS, Agricultural Economics
Fort Valley State University 1992 — 1995
BS, Agricultural Economics
Miami-Dade County 2007 - Present
Citigroup 2006 - 2007
Data Industries 2005 - 2006
Chase 2001 - 2005
JPMorgan Chase 1998 - 2005
Education
Geisel School of Medicine at Dartmouth
University of Pennsylvania
Yale University
Citigroup 2007 - Present
Fidelity National Information Services 1995 - 2007
ALLTEL Information Services 1995 - 2003
Encore Systems 1992 - 1995
Education
Francis Marion University
BS, Accounting
J.P. Morgan January 2014 - Present
HSBC Securities July 2012 - January 2014
HSBC Securities July 2012 - December 2012
HSBC Securities July 2010 - July 2012
Citigroup August 2005 - July 2010
Credit Suisse January 2005 - August 2005
Citco Fund Services April 2004 - July 2004
JPMorgan Chase February 2003 - April 2004
Bank of New York Mellon November 2000 - August 2002
Chase Manhattan Bank/JPMorgan Chase 1995 - 2000
Skills
Client Relationship..., Client Service, Dodd Frank, Operations Management, Middle Office, Securities Regulation, ISDA, Foriegn Exchange, Fail Reporting, Project Management, Creative Problem Solving, MBA Finance, OMGEO, Fixed Income Products, Equity Products, Emerging Markets, Trade Processing, Client Management, Event Planning, Credit Derivatives, Interest Rate..., Equity Derivatives, DTCC, Markit, FX, Derivative Clearing, Collateral Management, Management, master trust accounting, Matrix Management, ISITC, Management Information, Product Management, Derivserv, Derivatives, Markitserv, CRM, Clearing, Client Services, Dodd-Frank, FX Options, Financial Services, Fixed Income, Investment Banking, Securities
Education
Fordham University 1998 — 2000
MBA, Finance & International Business, 3.98
Grove City College 1985 — 1989
BA, History & Political Science
ASEI-NCC January 2011 - Present
PK Technologies, FairFax, VA 20121 2005 - Present
Ontolog January 2007 - Present
Oraganizing for America August 2012 - November 2012
MITRE 2004 - 2004
KMR, Fallschurch, VA, USA 2003 - 2004
EDS, Herndon, VA, USA June 1998 - June 2002
Citigroup 1994 - 1998
TMA, McClean, VA, USA March 1992 - October 1994
George Mason University 1989 - 1991
Skills
Information Security, Enterprise Architecture, Healthcare, Program Management, Telecommunications, IT Management, Business Process, Cloud Computing, Business Analysis, Enterprise Software, Requirements Analysis, Software Development, SDLC
Education
George Mason University 1989 — 1991
M.S, SWSE
Lamp Post Group April 2015 - Present
Wells Fargo Securities July 2013 - March 2015
Citigroup June 2010 - July 2013
Citigroup June 2009 - August 2009
Bullish Bankers, LLC July 2008 - August 2009
Naissance Management, LLC September 2008 - December 2008
Wachovia June 2008 - August 2008
Honeywell Information Systems September 2005 - May 2006
Skills
Valuation, Equities, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Leadership, Portfolio Management, Information Technology, Finance, Investments, Fixed Income, Capital Markets, Rapid Prototyping, Wireframes, User Experience Testing, Product Management, Equity Research Analysis, Value Investing, Entrepreneurship, Business Strategy, Start-ups, Capital Raising, Business Development, Venture Capital, Innovation, Financial Markets, Insurance, Insurance Linked..., Credit Analysis, Strategic Investment, Cross-functional Team..., Data Analysis, Corporate Finance, Investment Banking, Due Diligence, Ruby on Rails, Paper Prototyping, Management, Analysis, Microsoft Excel
Education
Penn State University 2006 — 2010
B.S., Finance, Information Systems Management
General Assembly 2014 — 2015
Statement of Completion, Product Management
River Hill High School 2003 — 2006
Information Technology, Finance
Dufossat Capital LP March 2014 - Present
Two Sigma Investments November 2010 - February 2014
Walleye Trading April 2010 - November 2010
Citigroup July 2007 - April 2010
Synopsys Inc. June 2003 - August 2003
Skills
Monte Carlo Simulation, Equities, Quantitative Finance, Basel II, Financial Risk, Derivatives, Credit Risk, Quantitative Analytics, Matlab, Trading, C++, Portfolio Optimization, Fixed Income, Trading Systems, Algorithms
Education
Princeton University 2000 — 2007
Computer Engineering
Fudan University 1997 — 2000
Masters, Electronics Engineering
Fudan University 1993 — 1997
Bachelors, Electronics Engineering
Santander Investment Securities Inc. June 2011 - Present
HSBC Securities August 2009 - June 2011
Shearman and Sterling March 2008 - June 2009
Weil, Gotshal & Manges September 2007 - February 2008
Citigroup September 2003 - May 2007
Shearman & Sterling LLP 2007 - 2007
Skills
Capital Markets, Business Development, Mergers & Acquisitions, Securities Regulation, Securities, Corporate Finance, Corporate Governance, Equities, Hedge Funds, Private Equity, Investment Banking, Fixed Income, Corporate Law, Structured Finance, Derivatives, Investments, FINRA, Due Diligence, Asset Management, Series 7, Legal Research, Legal Writing, Mergers
Education
Fordham University School of Law 2004 — 2007
Juris Doctor, Law
Hofstra University 1999 — 2003
Bachelor of Business Administration (BBA), Computer Information Systems
Grange Insurance March 2012 - Present
HCSC August 2013 - February 2014
Centric Consulting March 2012 - August 2013
Victoria's Secret May 2011 - March 2012
Nationwide Insurance January 2009 - June 2011
BMW Financial Services October 2007 - December 2008
JPMorgan Chase June 2007 - October 2007
CitiGroup June 2005 - June 2007
Skills
SDLC, Agile Methodologies, Process Improvement, Project Management, Program Management, Business Analysis, Data Warehousing, Requirements Analysis, Leadership, Requirements Gathering, Agile Project Management, Visio, Vendor Management, Business Intelligence, Business Process
Education
Franklin University 2001 — 2003
Master of Science (M.S.) - Marketing & Communication, Marketing and Communication
Kurukshetra University 1997 — 1999
MIB, Management Information Systems, International Business
J.P. Morgan June 2014 - Present
Barclay's Capital February 2008 - June 2014
Morgan Stanley April 2003 - February 2008
Citigroup January 2000 - December 2002
Skills
Market Data, Derivatives, Trading Systems, Electronic Trading, Fixed Income, VBA, Equities, Investment Banking, Financial Markets, FX Options, SQL, Exchange Connectivity, Sybase, Prime Brokerage, Vendor Management, Unix, Bonds, Capital Markets, Risk Management, PMO, Middle Office, Change Management
Education
Fordham University 1991 — 1993
BS, Business Management
Penn State University 1990 — 1991
Citigroup January 2004 - June 2005
Nine West Group January 1999 - January 2004
Liz Claiborne 1993 - 1998
IBM 1990 - 1994
ROLM 1984 - 1990
Education
Fordham University 1977 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
LMC Consulting May 2001 - Present
Outward Bound Professional 2001 - Present
Citi January 2004 - 2007
Citigroup 2004 - 2007
Skills
Leadership Development, Business Strategy, Coaching, Strategic Planning, Workshop Facilitation, Change Management, Team Building, Customer Service, Business Planning, MBTI, Executive Coaching, Organizational..., Conflict Resolution, Team Management, Training, Performance Management, Management, Customer Satisfaction, Leadership, Team Leadership, Employee Relations, Employee Engagement, Employee Training, Customer Retention, Management Consulting, Training Delivery, Process Improvement, Recruiting, Staff Development, Interviews, Culture Change, Program Management, Vendor Management
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Executive Program, Leading Organizational Change
Southern New Hampshire University 2002 — 2003
International Business
Franklin Pierce University 2001 — 2003
MBA, Finance, Org.& Leadership Development
West Chester University of Pennsylvania 1994 — 1998
BA, Communication
Citigroup March 2005 - Present
Education
Fundação Getulio Vargas 2002 — 2006
Horizon Industries Goodwill August 2013 - Present
Law Offices of Ira C. Cooke September 2012 - May 2013
Law Offices of James K Reed, P.A. May 2012 - August 2012
Washington County Circuit Court May 2012 - August 2012
Houpt Consulting March 2011 - May 2011
Citigroup March 2008 - March 2011
Houpt Consulting January 2003 - March 2008
Skills
Legal Research Skills, Legal Writing, Marketing Strategy, Loans, Credit, Civil Litigation, Compliance, Criminal Law, Criminal Procedure, Criminal Defense, Litigation Support, Westlaw, Contract Law, Mergers & Acquisitions, Government Contracting, Nonprofits, Management, Legal Research, Visio, Training, Analysis, Grant Writing, Grant Administration, Business Development, Public Speaking, Strategic Planning
Education
University of Baltimore School of Law 2011 — 2015
Juris Doctor (J.D.), Law
Frostburg State University 2004 — 2007
MBA
Shippensburg University of Pennsylvania 1995 — 1998
B.A., Psychology
Citigroup March 2008 - Present
Education
Indiana University Bloomington 2003 — 2008
PhD, Mathematics
Fudan University 1999 — 2003
B.S., Mathematics
Societe Generale May 2011 - Present
Morgan Stanley July 2007 - April 2011
Credit Suisse January 2001 - June 2007
GE Capital November 1999 - December 2000
Citigroup July 1994 - November 1999
Skills
Cash Management, FX Options, Funding, Liquidity Management, Foreign Exchange, Money Market, Liquidity, Treasury Management, Middle Office, Payments, Back Office, Team Leadership, Staff Development, Treasury Services, Operations Management, Strategic Leadership, Operational Risk, Operational Oversight, Process Improvement, Intraday Liquidity Mgt, Electronic Payments, OFAC, Anti Money Laundering, FX, Cash, Banking, SWIFT, Oversight, Money Transfers, Change Management, Operational Risk..., Regulatory Compliance
Education
Fordham University
St. John's University
BA, English, Business
Citigroup
Skills
Electronic Trading, Fixed Income, Trading Systems
Education
Syracuse University 1986 — 1990
Fudan University 1978 — 1982
B. S in Math, Numerical Analysis
Citi June 2013 - Present
Citi June 2010 - January 2013
Citigroup August 2006 - June 2010
Citi October 2004 - August 2006
Citi March 2001 - October 2004
Citi July 1999 - March 2001
Citi September 1998 - July 1999
The Metropolitan Museum of Art August 1997 - September 1998
Skills
Project Planning, Financial Reporting, Financial Analysis, Finance, Derivatives, Management, SDLC, Analysis, Banking, Budgets, Trading Systems, Credit Cards, Internal Audit, Financial Services, Financial Modeling, Vendor Management, Securities, Capital Markets, Investment Banking, Portfolio Management, Fixed Income, Risk Management, Equities, Business Analysis, Financial Risk, Corporate Finance, Operational Risk..., Operational Risk
Education
Fordham University 1992 — 1996
BA, Art History/Studio Art
Citigroup August 2012 - Present
Skills
Portfolio Management, Capital Markets, FX Options, Trading, Financial Markets, Investments, Equities, Fixed Income, Trading Systems, Derivatives, Financial Risk, Hedge Funds, Electronic Trading, Hedging, Foreign Exchange, Commodity, Structured Products, Relationship Management, Bloomberg, Currency, Risk Management, Investment Banking, Alternative Investments, Options
Education
Fordham University 1989 — 1993
B.S., Finance
St. Peter's Prep
Citigroup Human ResourcesCiti2006 - Present
Education
Fordham University 2000 — 2004
Citigroup March 2007 - February 2009
Psion Teklogix April 2004 - November 2006
GE IT Solutions 2000 - 2004
Entex/Compucom Systems Technology 1993 - 2000
Skills
Salesforce.com, Channel, Professional Services, Account Management, Solution Selling, Sales Management, Process Improvement, New Business Development, Direct Sales, Team Building, Selling, Managed Services, Sales, Business Development, Business Process..., CRM, Project Management, PMP, Sales Process, Strategic Planning, Customer Service, Management, Team Leadership
Education
Furman University
Citigroup 2005 - Present
Citigoup 2000 - 2005
Bank of America 1997 - 2000
Fidelity Investments 1996 - 1997
Budget Rent a Car 1995 - 1996
Skills
Forecasting, Pricing, Investments, Analysis, Financial Modeling, Expense Management, Strategic Financial..., Financial Analysis, Corporate Finance, Financial Reporting, Capital Budgeting
Education
Francis Marion University
BBA, Finance / Accounting
Fairway Independent Mortgage Corporation October 2012 - Present
Genesis Home Mortgage Corp. April 2006 - Present
Citigroup February 1977 - April 2007
Skills
Investments, Portfolio Management, Asset Management, Risk Management, Credit, Financial Analysis, Equities, Banking, Loans, Strategic Financial..., Financial Services, Credit Cards, Capital Markets, Corporate Finance, Wealth Management, Mergers & Acquisitions, Mortgage Lending, Financial Modeling, Financial Risk, Credit Risk, Cash Management, Finance, Securities
Education
Long Island University, C.W. Post Campus 1972 — 1977
Master of Business Administration (MBA)
Fordham University 1968 — 1972
BS, Accounting
Montgomery County Government 2002 - 2007
Citigroup 1991 - 2002
Skills
PMO, PMP, Project Portfolio..., Vendor Management, SDLC, Information Technology, Healthcare Information..., Data, IT Transformation, IT Service Management, PPMS, Customer Service, Operations Management, Strategic Planning, Strategic IT Management, Business Analysis, Business Process..., Change Programmes, ERP Implementations, Public Sector, Financial Services, IT Financial Management, IT contract negotiation, Governance, Program Management, IT Strategy, Business Process, Business Requirements, Enterprise Architecture, Software Project..., MS Project, Leadership, Integration, Resource Management, Requirements Gathering, Management, Consulting, Strategy, IT Management, Enterprise Software, SharePoint, Business Intelligence, Visio, Requirements Analysis, Data Warehousing, Process Improvement, Clarity, Business Process..., Project Delivery
Education
Frostburg State University 1979 — 1983
Bachelor of Science (BS), Business Administration, Management and Operations
University of Maryland Baltimore County 1979 — 1981
Business Administration
Wells Fargo January 2014 - Present
Charles Schwab / J.P. Morgan January 2013 - December 2013
KPMG Advisory November 2010 - October 2012
Navigant Consulting September 2009 - September 2010
Citigroup 2006 - 2008
Wachovia Global Securities Lending February 2002 - April 2006
Paine Webber January 1998 - December 2000
Fitch Ratings March 1994 - December 1997
City of Philadelphia Treasurer's Officer 1992 - 1994
American Express September 1985 - August 1990
Skills
Form PF, Hedge Funds, Private Equity, Alternative Investments, Due Diligence, Risk Management, Asset Managment, Derivatives, Mutual Funds, Investment Management, Financial Services, Wealth Management, Investment Advisory, Finance
Education
Seton Hall University School of Law 1999 — 2002
JD, Securities Law
University of Pennsylvania 1996 — 1997
Executive MPA, Government Administration
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
University of North Carolina at Chapel Hill 1991 — 1992
Masters of Accounting Program
Franklin & Marshall College
BA, Government
US Army January 2011 - October 2011
US Army July 2010 - January 2011
US Army June 2009 - March 2010
US Army March 2009 - June 2009
Citigroup April 2004 - March 2009
Army National Guard August 2004 - November 2006
Skills
Supervisory Experience, Leadership Development, Team Building, Integrity, Action Oriented, Analytical Approach, Security Clearance, Government, Military, Operations Management, Government Liaison, Organizational..., Planning, Process Improvement, Analysis, Defense, Mentoring, Strategic Planning, Crisis Management, Team Leadership, Security, Budgeting, International Relations, Army, Command, National Security, Policy, Project Planning
Education
Fordham University 1999 — 2003
Economics
Basic Officer Leadership Course
Military Police Officer Transition Course
Citibank UnderwriterCitiFinancial Auto2000 - 2008
CitiFinancial 2000 - 2008
Citigroup 1991 - 2008
Education
Fort Hays State University 1969 — 1971
Citi June 2008 - Present
Citigroup 2005 - June 2008
MCI January 2000 - August 2005
EDS April 1994 - December 1999
Skills
Network Security, Project Management, System Deployment, WAN, Project Delivery, Infrastructure, Call Centers, Data Center, Disaster Recovery, IT Management, IT Service Management, IT Strategy, ITIL, Integration, Networking, Management, PMO, SDLC, SharePoint, Telecommunications, Vendor Management, Visio
Education
University of Phoenix 2003 — 2004
B.S. Business, Business Administration and Management, General
Fullerton College 1985 — 1987
A. A., Printing Technology
Citi January 2011 - Present
Citigroup March 2000 - February 2011
Citigroup-Global Strategy and Planning 2004 - 2008
Price Waterhouse Coopers January 1999 - December 2000
Bear Stearns 1996 - 1999
Credit Lyonnais 1990 - 1996
Skills
Business Analysis, Banking, Capital Markets, Change Management, Financial Services, PMO, Project Portfolio..., Risk Management, Derivatives, Equities, Financial Analysis, Financial Risk, Fixed Income, Management, Portfolio Management, Program Management, SDLC, Strategy
Education
Fordham University
Citigroup June 2007 - Present
Merrill Lynch September 2004 - May 2007
Dechert LLP 2002 - 2004
Thacher Proffitt & Wood LLP 2001 - 2001
Skills
Securitization, Capital Markets, Mezzanine, Structured Finance, Financial Structuring, Asset Managment, Due Diligence, Loans, Real Estate, Loan Origination, Private Equity, Commercial Mortgages
Education
Fordham University School of Law 1999 — 2002
Doctor of Law (JD)
Hofstra University 1995 — 1999
B.A., Political Science
Columbia School of International and Public Affairs January 2015 - Present
Ernst & Young January 2015 - Present
Fordham University School of Law August 2003 - Present
McAvoy PC June 2014 - January 2015
Kings County District Attorneys Office September 2012 - June 2014
McAvoy PC May 2000 - September 2012
Citigroup March 1998 - May 2000
Morgan Stanley/Dean Witter November 1993 - March 1998
US Attorney's Office, EDNY February 1989 - November 1993
Mudge Rose Guthrie Alexander & Ferdon September 1987 - February 1989
Skills
AML, Anti Money Laundering, Appeals, Arbitration, Bankruptcy, Civil Litigation, Commercial Litigation, Courts, Criminal Law, Depositions, Due Diligence, Enforcement, Fraud, Government, Hearings, Internal Investigations, Legal Advice, Legal Research, Legal Writing, Litigation, Management, Personal Injury, Policy, Private Investigations, Public Speaking, Research, Securities, Terrorist Financing, Training, Trials, University Teaching, Securities Regulation, Intellectual Property, Mediation, Corporate Governance, Privacy Law, International Law, Litigation Support, Corporate Law, Westlaw, Lexis, Administrative Law, Constitutional Law, Law Enforcement
Education
Fordham University School of Law 1985 — 1987
JD, Law
Saint John's University School of Law 1984 — 1985
BA, Law
Saint John's University 1982 — 1984
BA, Government, Business and German
Citi June 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. March 2014 - June 2014
Credit Suisse October 2012 - March 2014
Macquarie Bank August 2009 - April 2012
Citigroup July 2005 - August 2009
Skills
Fixed Income, Equities, Securities, Bloomberg
Education
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Economics and History
Citi September 1986 - March 2009
Citigroup January 2007 - February 2009
Citigroup September 1986 - January 2007
Education
Franciscan University of Steubenville
BS, ACCOUNTING - Cum Laude
Uniontown High School
Arxis Capital Group September 2014 - Present
J.P. Morgan July 2013 - September 2014
Knight Capital - Fixed Income May 2006 - July 2013
Phlx BCC 2008 - 2013
Knight Capital Group, Inc. May 2006 - December 2010
Citigroup 2005 - 2006
JPMorgan Chase 2004 - 2005
Hale & Dorr 2001 - 2003
Goldman Sachs 1993 - 2000
Skills
AML, Corporate Law, Due Diligence, Equities, Equity Trading, Capital Markets, Fixed Income
Education
Fordham University School of Law 1998 — 2001
JD, Law
The College of New Jersey 1989 — 1993
BS, Accounting
Bank of the West May 2015 - Present
Citigroup December 2013 - May 2015
Citigroup June 2013 - December 2013
Huntington National Bank 1998 - 2000
Bank of America 1991 - 1998
Skills
Leadership, Banking, Credit, Relationship Management, Sales, Risk Management, Financial Services, Sales Management, Loans, Credit Analysis, Retail Banking, Mergers & Acquisitions, Retail, Management, Strategic Planning, Change Management, Customer Service...
Education
University of Florida - Warrington College of Business Administration 1987 — 1991
BSBA, Finance
Furman University
Retail Bank Management, Banking & Finance
Citigroup February 2007 - Present
Citigroup 2007 - Present
Education
Geneva College 1985 — 1989
BSBA
Cameron County High School
Citigroup December 2010 - Present
Paragon December 2009 - December 2010
GE Capital Solutions 2008 - December 2009
General Electric August 2008 - July 2009
GE Capital 2008 - 2009
CitiCapital/GE Capital 1989 - 2009
Citi 2000 - 2008
CitiCapital 2000 - 2008
Citigroup 2000 - 2008
Skills
SDLC, Vendor Management, Business Analysis, Visio
Education
Fort Hays State University 1978 — 1983
BSA, Information Systems
Weil Gotshal and Manges October 2013 - Present
Fordham University School of Law August 2010 - May 2013
Weil Gotshal and Manges May 2012 - August 2012
U.S. Attorney's Office, Southern District of New York January 2012 - April 2012
U.S. District Court for the District of New Jersey May 2010 - July 2010
Foley & Lardner LLP July 2009 - July 2010
Citigroup May 2008 - August 2008
Skills
Westlaw, Legal Research
Education
Fordham University School of Law 2010 — 2013
J.D.
University of Pennsylvania 2005 — 2009
B.A., Political Science
Citi October 2013 - Present
Citigroup October 2013 - Present
Citi Group September 2005 - October 2013
Citi November 2001 - September 2005
CyberRep.com October 1999 - February 2001
Aegis Communications 1997 - 1999
First Data Merchant Services 1995 - 1997
First Data Merchant Services 1995 - 1997
First Data Merchant Services 1995 - 1997
Skills
Credit Cards, Banking, Risk Management, Financial Risk, Portfolio Management, Credit, Investments, Business Analysis, Process Improvement, Operational Risk..., Financial Services, Project Management, PMO, Business Process..., Analysis, Financial Analysis, Relationship Management, Operational Risk, Call Centers, Project Portfolio..., Vendor Management, Outsourcing, Enterprise Risk..., Financial Modeling, Finance, Asset Management
Education
Frostburg State University 1995 — 1997
BS, Management
SHS
The Capital Markets Company June 2010 - Present
Marick Business Systems, LLC February 2011 - December 2013
Richard Mackenzie Productions, LLC 2010 - July 2011
Citigroup 2007 - 2009
The Capital Markets Company (Capco) 2000 - 2007
Citigroup 1991 - 2000
Salomon Brothers 1991 - 1995
Coopers & Lybrand 1983 - 1986
Skills
Process Engineering, System Design, PeopleSoft, HRIS, ERP, Requirements Gathering, Business Analysis, Accounting, Management, PMO, Project Management, Finance, Requirements Analysis, SDLC, Vendor Management, Banking, Cross-functional Team...
Education
Hofstra University 1981 — 1983
MBA, Tax, Managerial Accounting
Franklin & Marshall College 1975 — 1979
BA, Accounting
HSBC July 2013 - Present
Lehman Brothers Holdings Inc. October 2008 - July 2013
Lehman Brothers Inc. September 2000 - September 2008
Citigroup September 1998 - October 2000
Willkie Farr & Gallagher LLP September 1991 - August 1998
Skills
Litigation, Securities Litigation, Derivatives
Education
Franklin & Marshall College 1988 — 1991
BA, Political Science
New York University School of Law 1988 — 1991
JD, Law
FSV Payment Systems November 2012 - Present
FSV Payment Systems February 2011 - October 2012
FSV Payment Systems August 2009 - January 2011
Citigroup 2003 - February 2009
Citigroup 2001 - 2003
Citigroup 1998 - 2001
Skills
Program Management, Direct Marketing, Product Management, Product Development, Cross-functional Team..., Process Improvement, Strategy, Project Management, Management, Vendor Management, Marketing, Marketing Management, Project Planning, Budgets, Financial Services, Analytics, Training
Education
George Mason University 1983 — 1989
BA, Psychology, Communications
Thomson Reuters July 2015 - Present
Interactive Data Corporation October 2013 - November 2014
Thomson Reuters September 2010 - August 2011
Rowayton farmers mkt 2009 - 2010
Morgan Stanley July 2007 - November 2008
Morgan Stanley September 2006 - July 2007
Citigroup Asset Management September 2004 - August 2006
Citigroup March 2000 - November 2000
Citigroup January 1981 - December 1998
Skills
Market Data, Vendor Management, Bloomberg, Equities, Project Management, Electronic Trading, Financial Markets, Derivatives, Relationship Management, Capital Markets, Trading Systems, Fixed Income, Business Analysis, Integration, Financial Services
Education
Fordham University
B.A., Philosophy
Chamberlain Drive, LLC January 2009 - Present
Portware, LLC January 2009 - Present
Worldco LLC 2002 - December 2012
Silverball Museum August 2009 - October 2009
Round Up Country June 2008 - April 2009
Societe Generale 2004 - 2006
Citigroup 1997 - 1998
Merrill Lynch 1987 - 1996
Skills
Management Consulting, Financial Analysis, Process Management, Business Analysis, Compliance, Management, Strategy, Equities, Risk Management, Marketing, Vendor Management, Business Process..., Data Analysis, Portfolio Management, Analysis, Mergers & Acquisitions, Financial Services, Investments, Process Improvement, Business Strategy, Sales, Auditing, Trading Systems, Derivatives
Education
Fordham University 1977 — 1980
BA, Communications, English
Arnold & Porter April 2015 - Present
Baker Botts November 2013 - March 2015
White & Case October 2011 - October 2013
Center for Reproductive Rights April 2011 - October 2013
United Nations September 2010 - April 2011
White & Case May 2009 - July 2009
Citigroup May 2008 - August 2008
New Visions, New Ventures March 2005 - April 2007
Karamah : Muslim Women Lawyers for Human Rights May 2006 - June 2006
Skills
Corporate Law, International Law, Corporate Governance, Legal Research, Legal Writing, Mediation, Securities Regulation, Class Actions, Cross-border..., Licensing, Westlaw, Trials, Lexis, Appeals, Project Finance, Due Diligence, Competition Law, Bankruptcy, Private Equity, Securities
Education
Fordham University School of Law 2007 — 2010
J.D.
University of Richmond 2003 — 2007
B.A., International Studies: World Politics and Diplomacy; Women Gender and Sexuality Studies
Uppsala University 2005 — 2005
Political Science and Government
Institute des Etudes Francaises 2004 — 2004
French Language
HSBC Private Bank March 2002 - Present
HSBC Private Bank April 2002 - September 2006
US Trust January 2000 - January 2002
Citigroup January 1985 - January 1990
Education
Bankers Trust Commercial Credit Training Program 1982 — 1983
Commercial Credit
Franklin & Marshall College 1978 — 1982
BA, Business/Government
Chatham Township High School 1974 — 1978
Citi February 2012 - Present
Citigroup 2005 - Present
HSBC May 2003 - May 2005
Skills
Fixed Income, Equities, Derivatives, Capital Markets, Portfolio Management, Banking, Wealth Management, Private Banking, Risk Management, Credit Analysis, Financial Markets, Hedge Funds, Credit, Asset Management, Bloomberg, Investments
Education
Fundação Armando Álvares Penteado 2000 — 2004
International Relations, International Relations and Affairs
Citigroup
Skills
Disaster Recovery, Project Management, IT Management, Vendor Management, Business Continuity, Process Improvement, System Administration, Information Security..., Microsoft Office, Executive Management, Microsoft Excel, Team Leadership, Securities, Business Analysis, Risk Management, IT Strategy, Troubleshooting, Capital Markets, Fixed Income, Integration, SDLC, Budgets, Information Technology, Visio
Education
Fordham University 1977 — 1982
BA, Languages History
UPS Supply Chain Solutions March 2011 - Present
Bank of Marin August 2008 - November 2010
Citigroup July 2000 - September 2007
Education
Fullerton College 1986 — 1986
Citi Hedge Fund Services February 2014 - Present
Alphametrix360 LLC February 2012 - January 2014
Citigroup October 2007 - January 2010
Citigroup July 2006 - October 2007
Skills
Fund Accounting, Mutual Funds, Hedge Funds, Financial Reporting, Financial Analysis, Investments, Accounting, General Ledger, Auditing, Access, Fund Administration
Education
Franklin University 2007 — 2010
MBA, Financial Leadership
Franklin University 2003 — 2005
Bachelor, Business Administration
Université de Reims Champagne-Ardenne 1996 — 2001
Bachelor's degree, Economics
Citi November 2013 - Present
Citigroup October 2007 - Present
Citigroup Inc. August 2002 - October 2007
The Reserve Funds 1999 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Auto Audit Software, Regulatory Requirements, Compliance, Risk Management, Banking, Internal Audit, Auditing, Software, Management, Operational Risk, Process Improvement, Operational Risk..., Accounting, Credit Risk, Enterprise Risk..., Finance, Financial Analysis, Financial Reporting, Financial Risk, Financial Services, Internal Controls
Education
New England College of Business and Finance 2011 — 2012
Master's degree, Ethics, Business and Compliance, 3.7
Fordham University 2002 — 2007
Bachelor of Science (BS), Accounting
Stevenson High School 1978 — 1981
Regents Diploma, Social Studies
Citigroup September 2009 - Present
Education
Gannon University
Masters, Engineering
Table Charm 2010 - 2012
CitiFinancial Retail Services November 1988 - April 2009
Citi Financial/ Citicards November 1988 - April 2009
Citigroup 1988 - 2009
Citi 1988 - 2009
The Associates January 1998 - January 2001
The Associates January 1988 - January 1998
Beneficial January 1988 - January 1990
Skills
Call Center, Performance Management, Management, Customer Satisfaction, Recruiting, Call Centers, Training, Team Leadership, Outlook, Time Management, Account Management, Coaching, Team Building, Human Resources, Budgets, Analysis, Policy, Customer Service
Education
George Brown College
the
Diploma; of Applied Arts, and Technology
U.S. Bank December 2013 - Present
U.S. Bank April 2013 - Present
CSC November 2010 - April 2013
Citigroup February 2006 - March 2010
Alliance Data April 2003 - April 2005
Alliance Data March 2000 - April 2003
Alliance Data January 1999 - March 2000
Skills
Project Management, Call Center, Customer Service, Data Migration, Process Engineering, Training, Visual Basic, Sla, Functional Requirements, Credit, Strategy, Proposal Writing, Team Building, Software Documentation, Process Improvement, Call Centers, Management, Customer Satisfaction, Business Analysis, CRM
Education
Friends University 2001 — 2003
Bachelors, Computer Information Systems
Johnson County Community College 1999 — 2001
Certified Local Area Networking Administrator, Computer Science
Merrill Lynch September 2004 - Present
Citigroup March 1982 - April 1989
Education
Fordham University
Master of Business Administration (MBA), Finance, General
Harvard Business School
PMD
Stonehill College
Bachelor of Science (BS), Accounting
GE Capital April 2013 - Present
GE Capital July 2008 - April 2013
Citigroup August 2005 - July 2008
Skills
Accounting, Financial Reporting, Financial Analysis, Real Estate, Accounts Payable, Microsoft Excel, Accounts Receivable, General Ledger, Budget, Account Reconciliation, Microsoft Office, Microsoft Word, Financial Accounting, Cash Flow, Auditing
Education
Walden University 2010 — 2012
Master of Business Administration (MBA), Finance, General
Fordham University 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
The Federal Reserve Bank of NY December 2010 - Present
Citigroup 2004 - 2010
Swiss Re 2001 - 2004
Brown Brothers Harriman 1998 - 2000
JPMorgan Chase 1993 - 1998
PwC 1989 - 1993
Skills
BPE Champion Training, Management Leadership..., Basel III Training -..., Project Management, Team Building, Finance, Business Planning, Strategic Planning, General Ledger, Cross-functional Team..., Investments, Cost Accounting, Business Process, Financial Services, Accounting, Risk Management, Equities, Financial Analysis, Fixed Income, Business Analysis, Financial Reporting
Education
Fordham University 1997 — 2000
MBA, Finance
Citigroup August 2007 - Present
Education
Franklin & Marshall College 2001 — 2005
BS, Psychology, History, Marketing
Advantage Resourcing November 2014 - Present
Hospice of the Bluegrass April 2012 - April 2014
Citigroup November 2003 - April 2011
Education
Gateway Community and Technical College 2008 — 2010
Associate of Arts (AA), Education
Legg Mason May 2012 - Present
Legg Mason December 2005 - April 2012
Citigroup 1998 - 2005
The Dreyfus Corporation 1995 - 1998
Skills
Alternative Investments, Asset Management, Mutual Funds, Securities, Corporate Law, Securities Regulation, Legal Research, Corporate Governance
Education
Fordham Law School 1991 — 1994
Fordham University 1987 — 1991
Bachelor of Arts, Political Science
New World Angels May 2011 - Present
Citigroup August 1970 - August 2000
Citibank 1990 - 2000
Skills
Venture Capital, Start-ups, Financial Structuring, Due Diligence, Restructuring, Private Equity, Mergers & Acquisitions, Angel Investing, Corporate Finance, Strategy, Real Estate, Banking, Finance, Corporate Development, Business Strategy, Strategic Planning, Emerging Markets, Financial Modeling, Investment Banking, Strategic Partnerships, Executive Management, IPO, Entrepreneurship
Education
University of South Florida 2011 — 2014
Various Topics
MIT Sloan School of Management 1981 — 1982
SEP, Graduate Business
New School University 1964 — 1967
Fordham Law School 1962 — 1965
JD, Law
Fordham University 1958 — 1961
BS, Economics, political science
Citi January 2015 - Present
Crabel Capital Management, LLC. December 2013 - January 2015
Citigroup June 2008 - December 2013
The Home Depot September 2007 - June 2008
Village Communities Real Estate December 2005 - August 2007
Skills
Fund Accounting, Leadership, Hedge Funds, Risk Management, Alternative Investments, Banking, Accounting, Asset Management, Process Improvement, Customer Service, Finance, Operations Management, Financial Reporting, Project Management, Budgets, Management, Mutual Funds, Valuation, Financial Analysis, Analysis, Bloomberg, Financial Services, Securities, Equities, Portfolio Management, Investments, Fund Administration, Derivatives, Fixed Income, Investment Banking, Auditing
Education
Franklin University 2010 — 2011
MBA, Business
Franklin University 2005 — 2008
BS, Business, Financial Management, Forensic Accounting
Citi April 2011 - March 2013
Citigroup April 2011 - March 2013
Rehabilitation Services Commission May 2006 - April 2011
St. Ann's Hospital November 2004 - May 2006
AIDS Taskforce of Greater February 2002 - February 2003
Skills
Financial Reporting, Accounting, Data Analysis, Access, Analysis, Process Improvement, Account Reconciliation, Finance, Financial Analysis, Internal Audit, Financial Statements, GAAP, Business Analysis, Risk Management, Leadership, Microsoft Excel, Forecasting, Corporate Finance
Education
Franklin University 2009 — 2011
B.S, Accounting
Ohio University 1997 — 2001
B.S, Human & Consumer Sciences
Mellott Company June 2005 - Present
Citigroup 2003 - 2005
GST AutoLeather, Inc. 1998 - 2003
Seaward International 1995 - 1998
Skills
Employee Relations, Benefits Administration, Employment Law, Human Resources, Organizational..., Labor Relations, Performance Management, Talent Management, Employee Benefits, Leadership Development, Change Management, Personnel Management, HRIS, Talent Acquisition, Succession Planning
Education
Frostburg State University 1995 — 2000
MBA, Busines Administration
Shippensburg University of Pennsylvania 1989 — 1991
BS, Human Resources
Central Pennsylvavia Business College 1985 — 1987
Associate, Management
Citigroup DirectorABN AMRO Bank N.V.July 1989 - August 2004
Education
Fordham University 1980 — 1984
BS, Finance
Jireh Service, Inc May 2011 - June 2011
Snider Blake Temp Agency October 2010 - January 2011
Teleperformance Call Center Services January 2009 - January 2010
Veterans Affairs Chalmers P. Wylie Clinic February 2008 - November 2009
Citigroup April 2003 - February 2008
Defense Finance Accounting Service July 1990 - June 1995
Education
Kaplan University 2013 — 2014
Paralegal
Franklin University
Bachelors Degree, Accounting
United States Air Force
Self-employed 2004 - 2010
Citigroup January 1978 - August 2003
Skills
Sales, Banking, Retail, Customer Service
Education
Fordham University 1981 — 1986
Bachelor of Arts (BA), Psychology
Duchesne 1960 — 1962
Associate's degree, Early Childhood Education and Teaching
Citigroup January 1995 - Present
Contemporary Services Corporation - CSC August 2012 - Present
Skills
Analytics, Banking, Risk Management, Business Analysis, Credit Cards, Financial Risk, Business Continuity, Business Continuity..., Microsoft Office, Management
Education
Frostburg State University 1995 — 1999
Bachelor of Science (BS), Business Administration
CREDIT SUISSE 2009 - Present
HSBC BANK USA, GLOBAL PRIVATE BANK 2007 - 2009
ROYAL BANK OF CANADA 2004 - 2007
CITIGROUP 2003 - 2004
HSBC BANK USA 1994 - 2002
CITIBANK, N.A. 1989 - 1994
Manufacturers Hanover Trust 1984 - 1989
Skills
Private Bank, Credit, Risk Management, Spanish, Banking, Credit Analysis
Education
Fordham University
Master of Business Administration (M.B.A.), Finance