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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14,402 Citigroup employees in database. Find out everything there's to know about Citigroup employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citigroup Employees
Greenhill & Co. June 2010 - Present
Citigroup August 2005 - April 2010
Wilson Sonsini Goodrich and Rosati October 2001 - June 2005
Skills
Mergers, Investor Relations, Mergers & Acquisitions, Restructuring, Corporate Governance, IPO, Management, Corporate Finance, Valuation
Education
University of Chicago Law School 1998 — 2001
JD, Law
University of Michigan 1994 — 1998
BS, Cellular & Molecular Biology
Wrap off the Pounds April 2013 - Present
Walton Learning Center October 2012 - Present
Cincy Apparel January 2009 - January 2012
513 Ventures January 2006 - January 2009
Spectrum Laboratories January 2003 - January 2006
Citigroup January 2003 - October 2003
St. Media Group January 2001 - January 2003
Performance Mailing January 1998 - January 2001
Skills
Adobe Illustrator, Adobe Photoshop, Microsoft Office, Word, Excel, PowerPoint, Outlook, Mac, Retail, Customer Relations, Problem Solving, Scheduling, Time Management, Promotions, Social Media, Graphic Design, HTML, Purchasing, Trade Shows, Event Planning, Event Management, Shipping, Account Management, Photography, Production, Lightroom, Project Management, Visio, Cold Calling, Data Analysis, Customer Service, Facebook, Customer Satisfaction, New Business Development, Analysis, Web Design, Software Documentation, Social Networking, Sales Management, Technical Support, Business Development, Troubleshooting, Sales, Marketing Research, Social Media Marketing, Research, Public Relations, Illustrator, Microsoft Excel, Microsoft Word
Education
University of Cincinnati 1998 — 2002
Computer Technology
Citigroup May 2001 - Present
Kidder/PaineWebber/UBS May 1993 - May 2001
Arroyo & Coates May 1987 - April 1993
Skills
Investments, Equities, Valuation, Real Estate, Equity Research, Securities, Commercial Real Estate, IPO, Banking, Appraisals, Asset Managment, Institutional..., Portfolio Management, Analysis, Capital Markets, Private Equity, Financial Modeling, Alternative Investments, Trading, Asset Allocation, Equity Valuation
Education
University of California, Santa Barbara 1980 — 1984
Bachelor's degree, Economics
Grit Collective September 2014 - Present
Provolving April 2014 - Present
Spikerspice Organics January 2014 - Present
Avadyne Health January 2013 - December 2013
Benchmark Revenue Management July 2009 - December 2012
Marcus & Millichap June 2008 - August 2008
Citigroup February 2008 - May 2008
Saddleback Memorial Medical Center 2005 - 2006
Skills
Data Analysis, Financial Modeling, Financial Analysis, Analysis, Business Analysis, Competitive Analysis, Access, Business Strategy, Finance, Process Improvement, Strategic Planning, Economics, Statistics, Microsoft Office, Corporate Finance, Microsoft Excel, Healthcare, Marketing Strategy, Entrepreneurship, Leadership, Project Management, Mergers & Acquisitions, Management, Market Research, Business Development, Start-ups, Strategy, Valuation, CRM, MySQL, Program Management
Education
University of California, San Diego 2006 — 2009
BA, Economics, Business
University of California, San Diego 2006 — 2009
BS, Economics
Fidelity Investments December 2014 - Present
Merrill Edge August 2014 - November 2014
Merrill Edge September 2011 - August 2014
Fidelity Investments January 2010 - September 2011
Citigroup February 2008 - January 2010
Bank of America March 2007 - February 2008
Citi Group April 2006 - March 2007
Skills
Series 7, Series 66, Health Insurance, Fixed Annuities, Whole Life, Roth IRA, 401k Rollovers, 529 Plans, Rollovers, College Savings Plans, Closed-end Funds, ETFs, Insurance Planning, Stocks, Retail Brokerage, Retail Banking, FINRA, Uniform Combined State..., Financial Planners, Financial Services, Financial Advisory, Portfolio Management, Brokers, Banking, Finance, Retirement Planning, Investments, Financial Planning, Mutual Funds, Leadership, Wealth Management
Education
University of California, Riverside 2003 — 2006
Bachelor of Science (B.S.), Business Administration, Finance
Synchrony Financial October 2014 - Present
Synchrony Financial July 2014 - September 2014
GE Capital June 2011 - July 2014
JPMorgan Chase February 2007 - May 2011
Citigroup 2003 - 2007
GE Consumer Finance 2000 - 2003
Enterprise Rent-A-Car 1998 - 1998
Skills
Relationship Management, Financial Services, Portfolio Management, Credit, CRM, Strategic Partnerships, Sales Management, Business Development, Account Management, Cross-functional Team..., Sales, Competitive Analysis, Forecasting, Banking, Customer Acquisition, Salesforce.com, Cross Selling, New Business Development, Territory Management, Customer Retention, Leadership, Credit Cards, Selling, Training, Management, Sales Process, Sales Operations, Strategy
Education
University of California, Los Angeles 1996 — 1998
BA, Political Science
East Los Angeles College 1994 — 1996
AA, Liberal Arts
Citi September 2014 - Present
Southport Services Group September 2012 - April 2014
Southport Services Group January 2007 - September 2012
Citigroup September 2003 - December 2006
Freddie Mac 2001 - 2003
Citi 1999 - 2001
Visa 1996 - 1999
Skills
Cards, Business Intelligence, Data Warehousing, Requirements Analysis, Business Analysis, Requirements Gathering, Data Modeling, Program Management, ETL, Project Management, Analytics, Business Analytics, Product Development, SQL, SharePoint, Microstrategy, SDLC, Visio, Databases, Business Objects
Education
University of California, Santa Barbara 1973 — 1979
BA, Business Economics
Population Health Research Institute June 2010 - Present
Pegasus Knowledge Solutions September 2009 - March 2010
Citigroup July 2008 - February 2009
Powersoft19 January 2004 - April 2008
Powersoft19 April 2001 - December 2003
Skills
Project Management, Project Planning, Business Analysis, Requirements Analysis, Wire Framing, Product Requirements, MS Project, Visio, BRDs, Functional..., Process Flow Charts, Cross-functional Team..., Time Management, Quality Assurance, Computer System..., Software Documentation, Testing, Management, Business Process, Vendor Management, Process Improvement, Requirements Gathering, SDLC, Data Analysis, Analysis, SharePoint, Risk Management, Software Project..., PMP, User Acceptance Testing, Troubleshooting, Test Cases, Databases, ITIL, Gap Analysis, Systems Analysis, Enterprise Software, Microsoft SQL Server, PMO, Project Portfolio..., Clinical Trials, Resource Management, Project Delivery, Business Intelligence, ERP, Agile Project Management, Business Process Design, Enterprise Architecture, Business Requirements, Integration
Education
SAP Canada 2009 — 2010
SAP BI, Financial
University of Central Punjab 1997 — 1998
MBA, Finance
University of Glamorgan 1996 — 1997
B.Sc.(Hon's), Computer Studies
Citigroup October 2013 - Present
The Art Institute of Tucson April 2013 - October 2013
jcpenney October 2011 - April 2013
Target October 2002 - August 2011
Skills
Retail Sales, Administrative..., Management, Team Leadership, Talent Management, Succession Planning, Customer Service, Customer Satisfaction, Customer Experience, Customer Engagement, Interpersonal Skill, Communication, Social Intelligence, Social Sciences, Education, Service Orientation, Executive Coaching, Adaptability, Expectations Management, Employee Recognition, Outlook, Executive Management, Business Decision Making, Consistency, College Recruiting, Planograms, Store Remodels, Supervisory Experience, Softlines, Hardlines, Logistics Management, Hiring, Store Operations, Store Management, Loss Prevention, Cashiering, Employee Training, Visual Merchandising, Driving Results, Time Management, Inventory Control, Retail, Merchandising, Inventory Management, Profit, Training, Recruiting, Leadership Development, Performance Management, Team Building
Education
University of California, Irvine 1995 — 1999
Bachelor of Arts (B.A.), Social Sciences
Temple City High School 1991 — 1995
rockflowerpaper 2015 - Present
Chewse 2013 - 2014
ZeroCater 2012 - 2013
UC Davis Graduate School of Management January 2012 - March 2012
UC Davis Graduate School of Management 2010 - 2012
UC Davis Graduate School of Management September 2011 - December 2011
Kaiser Permanente June 2011 - September 2011
The Fresh Air Fund 2008 - 2010
Citigroup 2006 - 2008
Skills
Strategic Analysis, Research, Creative Concept..., Statistics, Microsoft Office, Minitab, Customer Service, Troubleshooting, Analysis, Product Development, Forecasting, Program Management, Competitive Analysis, Marketing, Management, Nonprofits, Strategy, Account Management, Project Management, Strategic Planning, Marketing Communications, Data Analysis, Start-ups, Budgets, Project Planning
Education
University of California, Davis - Graduate School of Management 2010 — 2012
MBA, Marketing, Strategy
Yale University 2002 — 2006
B.A., History
Vantage Media February 2009 - Present
Citigroup June 2008 - September 2008
UC Riverside September 2004 - September 2006
Turner Grahams Ltd. June 2001 - July 2002
Education
University of California, Riverside 2003 — 2007
BS, Business Administration
Etiwanda High School
Cornerstone Brands Inc. March 2014 - Present
NorthgateArinso June 2010 - September 2013
Convergys March 2007 - June 2010
Consolidated Health Services August 2005 - February 2007
Avon Products Inc. October 2004 - August 2005
Citigroup December 1999 - June 2004
Sears 2000 - 2004
Grandview & Southview Hospitals 1994 - 1999
Education
University of Cincinnati 1985 — 1990
Bachelor's, Health Administration
Deloitte August 2015 - Present
Centric Consulting August 2010 - August 2015
Citigroup April 2006 - June 2010
CNG Financial 2004 - 2005
Fifth Third Bank 2001 - 2004
Accenture June 2000 - February 2001
Ciber 1997 - 2000
Skills
Talent Acquisition, Strategy, Recruiting, Human Resources, Program Management, Consulting, Business Process..., Management Consulting, Talent Management, Coaching, Technical Recruiting, Interviews, Applicant Tracking..., Project Management, Resource Management, Vendor Management, Business Development, IT Strategy, Change Management, Process Improvement, Onboarding, Performance Management, Leadership, Analysis, Strategic Planning, Personnel Management
Education
University of Cincinnati 1992 — 1994
B.A., Psychology
Citi Retail Services February 2011 - Present
Citigroup February 2006 - February 2011
GE Money 2004 - 2006
GE 1992 - 2006
Skills
Marketing, Project Management, Analysis, Relationship Management, E-commerce, Credit Analysis, Strategy, Portfolio Management, Financial Modeling, Process Improvement, Financial Analysis, Six Sigma, Risk Management, Financial Services, Banking, Financial Risk, Loans, Credit Cards, Management, Credit Risk, Credit
Education
University of Cincinnati College of Business 1987 — 1991
Citigroup November 2010 - Present
Citi August 2013 - March 2015
Credit Suisse August 2009 - November 2010
Barclays Capital November 2008 - August 2009
Lehman Brothers September 2007 - October 2008
Lehman Brothers April 2007 - September 2007
Lehman Brothers May 2005 - May 2007
Lehman Brothers 2004 - 2006
Lehman Brothers (Europe) 2002 - 2004
Lehman Brothers (Europe) 1997 - 2002
Skills
Financial Products, Financial Markets, Quantitative Analysis, Equities, ITIL, Reference Data, Fixed Income Products, Derivatives, Change Management, Organizational Change, Finance Operations, Client Onboarding, Program Management, KYC, Fixed Income, Market Data, Financial Services, Finance, PMO, SDLC, Onboarding, Capital Markets, Project Management, Sybase, Disaster Recovery, Business Analysis, Management, Quantitative Analytics, Trading Systems, Risk Management, Investment Banking, IT Strategy, Strategy
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Quantitative Finance & Financial Products, 3.7 Distinction
University of Cambridge 1993 — 1997
Master of Arts / Master of Engineering, Electrical and Information Engineering
PetSmart October 2014 - Present
DSW May 2013 - 2014
Mainstream Energy July 2011 - May 2013
TravelCLICK August 2009 - August 2011
American Skiing Company November 2002 - August 2009
Cyrano Sciences, Inc. July 2000 - November 2002
Citigroup February 1998 - April 2000
Hubbell, Inc January 1996 - February 1998
Esprit 1988 - 1995
Early Career Experience 1979 - 1988
Skills
Accounting, Due Diligence, Financial Reporting, Budgets, Start-ups, Strategic Planning, Divestitures, Revenue Recognition, Sarbanes-Oxley Act, GAAP, Sarbanes-Oxley, Cash Management, Internal Controls, Financial Modeling, SEC filings, Finance, Valuation, New Business Development, Corporate Finance, Mergers, Shareholder Value, Strategy, Business Process, Strategic Financial..., Auditing, General Ledger, Capital Structure, Financial Accounting, Management, Venture Capital, Business Development, Executive Management, Business Planning, Financial Planning, SEC Filings, Mergers
Education
University of Southern California 1978 — 1980
BS, Accounting
University of California, Los Angeles 1972 — 1976
BA, Psychology
Makosi 2009 - Present
Makosi 2008 - 2009
BNY Mellon 2008 - 2008
Citigroup 2007 - 2008
NL Recruitment 2004 - 2006
Habitat for Humanity International 2003 - 2004
Skills
Equities, Fixed Income, Derivatives, Business Analysis, Asset Management, Financial Modeling, Analysis, Trading, Bloomberg, Investments, Financial Risk, Portfolio Management, Equity Derivatives, Interviews, Financial Services, Trading Systems, Emerging Markets, Account Reconciliation, CRM, Financial Markets, Risk Management, Series 7, Hedge Funds, Talent Management, Recruiting, Management, Banking, Training, Options, Talent Acquisition, Capital Markets, Investment Banking, FX Options, Middle Office, Business Development, Securities, Project Management, Accounting, Back Office, Budgets, Financial Analysis, Settlement, Sourcing
Education
University of Cape Town 2003 — 2003
PGDEM - PostGrad in Enterprise Management, Business Administration and Management, General, 1st Class
Westerford High School
Western Province Preparatory School
The Coca-Cola Company June 2012 - Present
Citigroup January 2008 - July 2012
Skills
Access, Financial Analysis, Banking, Management, Finance, Forecasting
Education
University of Cincinnati College of Business 2010 — 2011
MSBA, Accounting
University of Cincinnati College of Business 2004 — 2008
BS, Finance
Nature Events June 2007 - Present
Real Property Analysts, Inc. 2014 - Present
2401 Grandview, LLC 1990 - Present
Data Recognition Corporation March 2010 - June 2014
Old World Restorations, Inc. December 2010 - May 2011
Medlab December 2008 - July 2009
Citigroup June 2005 - November 2008
Adecco, Kelly Services & Ajilon January 2001 - January 2005
RealNet of Southwest Ohio, Inc April 2004 - September 2004
Lawyers Title of Cincinnati, Inc June 2003 - October 2003
Skills
Customer Service, Microsoft Office, Research, Microsoft Word, Nonprofits, Event Planning, Microsoft Excel, Teaching, PowerPoint, Marketing, Public Speaking
Education
Career Blazers 2001 — 2002
Microsoft Office Certificate, Microsoft Office Certificate
Hondros Career Center 1995 — 1995
License, Real Estate
University of Cincinnati College of Medicine 1984 — 1985
MT(ASCP), Medical Technology Internship
Xavier University 1980 — 1985
BS, Medical Technology
American Floral Art School
Certificate, Floral Art
Katherine M Betz Business School
Secretarial, Secretarial
Notary Public - State of Ohio, Hamilton County
Citigroup April 2008 - November 2011
Citigroup February 2006 - April 2008
Citibank February 1998 - February 2006
Skills
Cost Reduction, Analytics, Project Specialist, Capital Markets, Strategy, Finance, Portfolio Management
Education
Loyola University
Associate
University of Central Florida
Bachelor of Science, Finance
MediVas 2005 - 2013
Citigroup 1998 - 2004
Digitech Solutions 1996 - 1998
KPMG Baymark 1994 - 1996
Coopers & Lybrand 1992 - 1994
CS First Boston 1987 - 1991
Coopers & Lybrand 1982 - 1987
Skills
Operations Finance, P&L Ownership, SEC Financial Reporting, Financial Planning &..., Treasury Management, Capital Raising, Mergers & Acquisitions, Growth & Strategy, Business Development, Sarbanes-Oxley
Education
University of California, Los Angeles
BA, Economics
American Century Investments September 2014 - Present
Aguilera Investments LLC November 2012 - September 2014
Citigroup October 2009 - November 2011
Credit Suisse Asset Management December 2003 - June 2009
Global Advisors July 2003 - November 2003
Compass Group Investment Advisors February 2002 - July 2003
Donaldson, Lufkin & Jenrette August 2000 - February 2002
Rothschild September 1998 - August 2000
Lehman Brothers October 1994 - April 1998
Bear Stearns August 1993 - October 1994
Skills
Hedge Funds, Equities, Investments, Investment Strategies, Emerging Markets, Mutual Funds, Latin America, Equity Research, Portfolio Management, Portfolio Strategy, Closed-end Funds, Client Relationship..., Client Retention, Client Interfacing, Wealth Management, CRM, Fixed Income, Asset Management, Customer Retention, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Start-ups, Alternative Investments, Financial Advisory, Financial Markets, Derivatives
Education
University of Cambridge 1983 — 1987
BA, Modern Languages
Marlborough College
Sandia National Laboratories October 2005 - Present
Citigroup 2004 - 2005
Veterans Affair Health Research 2003 - 2003
ITT 2001 - 2001
YesVideo 2000 - 2000
Education
University of California, Los Angeles 2003 — 2005
MS, Computer Science
University of California, San Diego 2000 — 2003
BS, Computer Engineering
Gensler December 2013 - Present
PayHub September 2012 - November 2013
GlobalEnglish December 2010 - August 2012
Dragnet Solutions April 2007 - October 2010
Intuit December 2004 - March 2007
Accruent February 2003 - October 2004
CarsDirect.com December 1999 - February 2003
The Bistro Project August 1999 - December 2000
Yahoo! GeoCities November 1998 - July 1999
Citigroup January 1990 - October 1998
Skills
Conceptual Modeling, Requirements Analysis, Object Oriented Modeling, Object Oriented Design, C#, Java, C++, Framework Design, Design Patterns, Refactoring, Multithreading, Streams, ORM, NHibernate, Hibernate, JDBC, SQL, WCF, ADO.NET, ASP.NET, Servlets, JSF, JSP, JMS, SSL, XML, XSD, XSL, WPF, Spring DI, NUnit, JUnit, Build Automation, Ant, Subversion, CruiseControl, Web Services, Web Applications, Desktop Application..., JPA, PostgreSQL, MySQL, EJB, XAML, Full SDLC, NAnt, Maven, Jenkins, Cloud Computing, Smalltalk
Education
University of California, Los Angeles 1973 — 1976
No Degree, Mathematics/Computer Science
JFK High School, Granada Hills, CA 1972 — 1974
High School Diploma, Math and Science
Total Merchant Services April 2014 - Present
Palisades Investment Partners September 2006 - April 2014
Citigroup July 2005 - September 2005
Ameriprise June 2005 - August 2005
Skills
Equity Research, Financial Modeling, Equities, Valuation, Asset Management, Market Research, Financial Analysis, Microsoft Excel, Trading, Finance, Financial Statement..., Alternative Investments, Portfolio Management, Excel, Thomson One, Baseline, Market Analysis, Thompson One, Equity Valuation, Investment Management, Investment Advisory, Analysis, Research, Corporate FP&A, Department Budgeting, Budgeting & Forecasting
Education
University of California, Los Angeles
Bachelor of Arts, Political Science concentration in International Relations
Two Rivers Consulting July 2010 - Present
Datasource Consulting October 2013 - March 2015
Apex Systems February 2013 - October 2013
Experis September 2012 - December 2012
Southwest Florida Water Management District July 2010 - August 2012
Sedgwick CMS August 2009 - June 2010
The Stanley Works February 2008 - April 2009
Citigroup April 2005 - August 2006
Citigroup August 2003 - August 2005
Landmark Education 2002 - 2005
Skills
Data Warehousing, Data Modeling, Database Design, ETL, Performance Tuning, Data Warehouse..., Oracle, Data Marts, ODS, Business Intelligence, Erwin, Databases, T-SQL, Unix, Oracle RAC, Informatica, Integration, Data Migration, Requirements Analysis, SQL, Microsoft SQL Server, Program Management, Unix Shell Scripting, SQL Tuning, Requirements Gathering, Data Architecture, Database Administration, XML, PL/SQL, Data Integration, Agile Methodologies, Data Quality, SDLC, Management, Consulting, Business Analysis, Business Process, Testing, Shell Scripting
Education
University of Colorado at Boulder 1983 — 1987
Bachelor of Science (B.S.), Electrical Engineering and Computer Science
Naval Nuclear Power School 1982 — 1983
Nuclear Reactor Theory and Operations
Landmark Education
Personal, organizational and societal transformation
JoshuaBridge.com December 1997 - Present
MeadWestvaco 2005 - 2007
Intelli-Risk Management January 2005 - August 2005
CitiGroup May 2004 - December 2004
commision Junction 1999 - 1999
Bargain Network January 1993 - April 1997
Skills
Travel Photography, Web Design, Web Analytics, Networking, Branding & Identity, Sales Presentations, Marketing, CRM, Sales, Social Media, Management, E-commerce, Google Analytics, SEO, Online Marketing
Education
University of California, Santa Barbara 1998 — 2001
I taught Affiliate Marketing, Internet Marketing
Exponential July 2015 - Present
Flite March 2011 - June 2015
Citigroup July 2006 - March 2011
C.V. Starr February 2003 - May 2006
Skills
Quickbooks, Microsoft Office, Financial Reporting, Analysis, Business Development, ADP Payroll, Project Management, ADP HRB, Financial Statements, Accounts Payable, Auditing
Education
University of California, Riverside 1998 — 2002
B.S., Business Administration, Leadership and Management & Accounting
Nomura November 2009 - Present
JP Morgan 2005 - November 2009
JPMorgan Chase 2005 - April 2009
Citigroup May 1996 - May 2005
Education
University of Cape Town 1988 — 1991
Finance, Management
Raymond James Financial Inc. 2014 - Present
Inverness Advisors April 2009 - December 2014
Thomas Weisel Partners 2005 - 2007
Deutsche Bank 2003 - 2005
Citigroup 1999 - 2003
Skills
Mergers & Acquisitions, Medical Devices, Management, Venture Capital, Due Diligence, Investment Banking, Biotechnology, Private Placements, Valuation, Private Equity, Financial Modeling, Corporate Development, Strategy, Corporate Finance, Angel Investing
Education
The University of Chicago 1996 — 1998
MBA, Finance, Accounting
University of California, Los Angeles 1985 — 1988
BA, English Literature
Yum! Brands November 2014 - Present
Yum! Brands January 2014 - November 2014
Yum! Brands August 2012 - December 2013
Bessemer Trust 2011 - 2012
HSBC 2006 - 2011
Citigroup May 2004 - June 2006
C.H. Robinson 2002 - 2004
Skills
Financial Analysis, Strategic Financial..., Strategic Planning, Financial Forecasting, Valuation, Credit Analysis, Asset Managment, Investments, Corporate Finance, Bloomberg, Financial Modeling, Due Diligence, Asset Allocation, Series 7, Series 63, Investment Management, Microsoft Excel, PowerPoint
Education
University of Southern California - Marshall School of Business 2009 — 2012
Master of Business Administration (MBA)
University of Southern California 2009 — 2011
Graduate Certificate of Financial Analysis, Finance, General
University of California, Los Angeles 1998 — 2002
BA, Economics and International Studies
Hong Kong International School 1994 — 1998
Fort Hamilton Hospital (Kettering Health Network) December 2013 - Present
University of Cincinnati April 2009 - December 2013
Nordstrom August 2009 - June 2012
Citigroup November 2006 - August 2008
anovaHR May 2002 - November 2006
Commonwealth Hotels, Inc. May 2003 - December 2004
Citifinancial March 1998 - March 2002
Associates Capital Bank 1998 - 2002
Hilton Hotels September 1987 - March 1998
Ponderosa, Inc. February 1983 - June 1987
Skills
Human Resources, Management, Healthcare, Time Management, Employee Relations, Recruiting, Employee Engagement, Succession Planning, Performance Management, Coaching, Organizational..., Talent Management, FACHE, Organizational..., Employee Benefits, Personnel Management, Leadership Development, New Hire Orientations, Policy, Team Building, Leadership, Team Leadership, Customer Service, Training, Strategic Planning, Interviews, Hiring, Conflict Resolution, Onboarding, Talent Acquisition, Benefits Administration, Employee Training, Temporary Placement
Education
University of Cincinnati 2009 — 2013
Bachelor of Science, Nursing, 3.7
University of Phoenix 1997 — 2000
BS, Business Management
University of Dayton 1973 — 1975
Alter High School 1969 — 1973
Xavier University
QSI NextGen Healthcare March 2014 - Present
OSIS - Ohio Shared Information Services March 2013 - February 2014
Path Forward January 2013 - March 2013
Path.Forward.IT July 2010 - March 2013
Urban Land Institute 2008 - January 2011
Ohio Shared Information Services January 2008 - April 2010
Mary Kay Cosmetics September 1996 - January 2006
Citigroup 2005 - 2006
GE Consumer Finance January 2000 - January 2003
Comprehensive Community Child Care January 1990 - January 1997
Skills
Strategic Planning, Project Management, Change Management, Fundraising, Networking, Teaching, Event Management, Leadership, Organizational..., Recruiting, Program Development, NextGen Certified..., Team Building, Event Planning, Training, Healthcare Information..., Quality Improvement, Customer Satisfaction, Technical Support
Education
Bishop Foley High School 1975 — 1979
University of Cincinnati
Masters, Education
Vanderbilt University
Bachelor of Science, Biology and Chemistry
EverBank August 2012 - Present
JPMorgan Chase July 2009 - August 2012
Citigroup September 2007 - May 2009
AMC Mortgage Services June 2005 - August 2007
IBM Global Services October 2002 - June 2005
PwC Consulting August 2001 - October 2002
IBM Global Services August 1996 - July 1999
Education
University of California, San Diego
BA
University of Southern California - Marshall School of Business
MBA
Wells Fargo Advisors, LLC May 1997 - Present
Citigroup April 1996 - May 1997
Wells Fargo Bank June 1988 - November 1990
Skills
Investment Strategies, Mutual Funds, Retirement Planning, Asset Allocation, Alternative Investments, Financial Advisory, Wealth Accumulation...
Education
University of California, Santa Cruz 1985 — 1991
BA, Politics
Bagel Tops Inc. January 2009 - Present
Citigroup January 2006 - April 2008
Bank of America January 2005 - January 2006
Education
University of California, Los Angeles 2006 — 2008
Certificate in Personal Financial Planning
University of Southern California - Marshall School of Business 2001 — 2004
Bachelors Degree, Entrepreneurship Studies
Citigroup May 2015 - Present
Citigroup February 2014 - May 2015
Chrysler Group LLC May 2013 - August 2013
Orange Legal April 2013 - May 2013
Marriott Vacation Club International October 2012 - January 2013
Skills
Lean Process Improvement, Lean IT, Six Sigma, Sales, Teamwork, Marketing, Microsoft Excel, Lean Transformation, Finance, Analysis, Team Leadership, Project Management, Data Analysis, Intellectually Curious, Derivatives, Adaptability, Access, Microsoft Word, Public Speaking, Time Management, Social Networking
Education
University of Central Florida 2011 — 2013
Bachelor's degree, Finance, GPA: 4.0
Department of Veterans Affairs June 2013 - Present
Seismic, LLC September 2012 - June 2013
Hermes of Paris December 2012 - May 2013
Brookfield Asset Management October 2010 - August 2012
Brookfield Asset Management December 2006 - October 2010
INFORMA Investment Solutions, Inc. March 2005 - December 2006
Citigroup June 2004 - March 2005
Horsesmouth April 2002 - June 2004
GORP: Great Outdoors Recreational Pages December 1999 - January 2002
SunGard June 1998 - December 1999
Skills
Business Intelligence, Business Analysis, Business Strategy, Microsoft SQL Server, SQL Tuning, Data Warehousing, Database Administration, Database Design, Data Mining, Data Analysis, Data Modeling, Windows Server, Web Services, Servers, IT Service Management, Crystal Reports, Financial Reporting, Commercial Real Estate, Databases, Project Management, Vendor Management, Analysis, SQL, Software Documentation, IT Management, Disaster Recovery, Software Development, Requirements Gathering, Program Management, Security, Enterprise Software, Visio, SDLC, IT Strategy, Enterprise Architecture, Requirements Analysis, Software Project..., Governance, ITIL, Integration, IT Operations, Business Process, Solution Architecture, Management, IIS, SSIS
Education
University of Central Florida 1996 — 1998
Master of Business Administration (M.B.A.), Management Information Systems and Services
University of Central Florida 1993 — 1996
Bachelor's degree, Management Information Systems, General
Lake Weir High School
InsuranceFirst LLC September 2009 - Present
Liberty Mutual Group October 2003 - August 2009
Citigroup March 2003 - September 2003
California Federal Bank (acquired by Citibank) March 2002 - June 2003
California Federal Bank March 1999 - March 2002
CSC October 1994 - March 1999
Skills
General Insurance, Economics, Financial Analysis, Culinary, Account Management, Insurance, Project Management, Whole Life, Term Life Insurance, Culinary Skills, Property & Casualty..., Umbrella Insurance, Finance, Sales, Life Insurance, Fixed Annuities, Homeowners, Risk Management, Marketing, Underwriting, Public Speaking, Customer Service
Education
University of California, Davis 1988 — 1994
BS, Managerial Economics
Stealth Project X August 2013 - Present
Crashworks, Inc February 2013 - June 2013
Alelo February 2010 - October 2012
MobWorx February 2009 - February 2010
iRise, Inc. November 2000 - July 2008
FirstLook.com March 2000 - November 2000
Overture August 1998 - March 2000
Citigroup June 1995 - August 1998
Skills
Scala, System Architecture, Domain Specific..., Concurrent Programming, Java, Managing High..., Unix, Computer Science, Domain Analysis, Java Enterprise Edition, JavaScript, Subversion, Software Development, EJB, CSS, Architecture, Spring, Databases, High Performance Teams, XML, Scalability, Enterprise Software, Agile Methodologies, Distributed Systems, Weblogic, Design Patterns, Scrum, Web Applications, Software Engineering, Linux, Software Design, Object Oriented Design, SDLC, JSP, SQL, OOP, Web Services, REST, HTML, Programming, Open Source, Git, Perl, SOA, Swing, Architectures
Education
University of California, Los Angeles 1991 — 1995
B.S. Cum Laude, Mathematics
Kiev Magnet School 145 1986 — 1989
Magnet High School Diploma, Mathematics
Lindamood-Bell Learning Processes June 2015 - Present
Bank of America January 2013 - May 2015
Bank of Marin June 2010 - December 2012
Citigroup July 2009 - June 2010
Bank of America January 2004 - August 2009
Skills
Marketing Strategy, Loans, Small Business Lending, Credit Analysis, Banking, Retail Banking, Credit, Commercial Lending, Finance, Mortgage Lending, Commercial Banking
Education
University of California, Santa Barbara 1997 — 2001
BA, Double Major: Psychology and Communications
Florida Blue December 2012 - Present
McKesson (formerly PSS World Medical) July 2010 - December 2012
AT&T Advertising Solutions October 2009 - April 2010
Citigroup March 2008 - April 2009
Skills
Account Management, Sales, Customer Service, Healthcare, Pricing, Customer Satisfaction, Selling, Accounts Receivable, Budgets, Invoicing, Online Advertising, Accounting, Financial Analysis
Education
University of Central Florida 2002 — 2005
Bachelors of Science
Epsilon April 2008 - Present
Thomson Financial 2006 - 2008
Citi Private Bank 2000 - 2007
Citigroup 1994 - 2005
Education
University of California, Santa Barbara 1976 — 1980
Lee Hecht Harrison March 2015 - June 2015
Quest Diagnostics February 2013 - March 2015
Citi September 2007 - February 2013
Citigroup September 2006 - September 2007
General Electric, Aviation, Evendale through Consilium1 July 2005 - July 2006
Medplus July 2003 - July 2005
Cincinnati Financial Corportation through Professional Data Resources, Inc. April 2002 - July 2003
Right Management January 2002 - March 2002
LexisNexis June 1997 - January 2002
Matrix Systems April 1992 - April 1997
Skills
Data Analysis, Performance Testing, Analysis, Testing, Automation, LoadRunner, Test Management, Test Strategy, Quality Center, Planning, Asset Management, Strategic Planning, Banking, Product Development, Test Automation, Asset Managment, Project Planning, Integration, Process Improvement, Program Management, Quality Assurance, Software Development, Agile Methodologies, Agile Project Management, Business Analysis, Vendor Management, SDLC, SOA, Release Management, SQL, Requirements Gathering, Software Project..., Unix, Performance Tuning, Enterprise Architecture, User Acceptance Testing, Requirements Analysis, SharePoint, Software Quality..., Project Portfolio..., Business Intelligence, Leadership, IT Strategy, Visio, Scrum, Waterfall, PMP, ITIL, Data Warehousing, Business Process
Education
University of Cincinnati 1981 — 1986
BSEE, Electrical/Computer Engineering
Walnut Hills High School 1975 — 1981
Lincoln Financial Group July 2014 - Present
the beach June 2014 - June 2014
The Select Group at First Citizens Bank November 2013 - May 2014
CSC August 2013 - November 2013
IBM June 2013 - August 2013
AAFES January 2012 - March 2013
Capgemini October 2011 - January 2012
CSC March 2009 - July 2011
IBM December 2008 - February 2009
Citigroup October 2003 - December 2008
Skills
CICS, Mainframe, Programming, JCL, IBM Mainframe, VSAM, MVS, z/OS, TSO, JES2, ISPF, IBM Utilities, OS/390, CLIST, RACF, Integration, SMP/E, Requirements Analysis, Testing, SDSF, VTAM, SDLC, Omegamon
Education
University of California, Los Angeles 1968 — 1969
Legal Staffing Group January 2015 - Present
National Asset Direct/iServe February 2008 - December 2014
Accredited Home Lenders, Inc. February 2004 - February 2008
New Century 2002 - 2004
FMAC 1997 - 2002
Franchise Mortgage Acceptance Company 1997 - 2002
Citigroup 1993 - 1997
Rutan & Tucker, LLP 1990 - 1993
Skills
Due Diligence, Mergers, Capital Markets, Mortgage Lending, Securities, Loans, Risk Management, Real Estate, Loss Mitigation, Asset Managment, Mortgage Banking, Banking, Licensing, Financial Services, Management, Executive Management, Negotiation, Contract Negotiation, Finance, Leadership, Investments, Financial Risk, Mergers & Acquisitions, Networking, LinkedIn, Asset Management, Real Estate Transactions, Warehouse Lending, Secondary Market, Corporate Governance, Start-ups, Corporate Law, Joint Ventures, Securities Regulation, Private Equity, Intellectual Property, Structured Finance, Mortgage Servicing, Credit, Bankruptcy, Insurance, Venture Capital, Corporate Finance, Loan Servicing, Financial Structuring, Default, Securitization, Commercial Litigation, Underwriting, Reverse Mergers
Education
University of Southern California Law School 1987 — 1990
JD, Law
University of California, Irvine 1983 — 1987
BA, Economics, cum laude
Immaculate Heart High School 1980 — 1983
Dale Carnegie
QSSI April 2015 - Present
ADP September 2014 - March 2015
Intuit October 2013 - July 2014
Intuit December 2006 - September 2013
Citigroup May 1995 - November 2006
L-3 Communications (formerly Datron Transco) 1989 - 1995
Skills
Agile Methodologies, TCP/IP, Software Project..., Software Development, Unix, Networking, SDLC, Ant, Java Enterprise Edition, Telecommunications, Java, Automation, XML, Perforce, Jenkins, LDAP, Maven, C++, SQL, Scrum, Release Management, Git, Build Automation, Software Configuration...
Education
University of California, Los Angeles 1992 — 1995
Citigroup December 2012 - Present
Citigroup August 2011 - December 2012
GOSH! Asian Bistro & Sushi 2008 - August 2011
Northwestern Mutual June 2009 - May 2010
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, LexisNexis, World Compliance..., Analysis, Risk Management, Internal Audit, Finance, Quality Assurance, Management, Banking, Insurance, Leadership, Financial Risk, Customer Service, Sales, Time Management, Financial Analysis
Education
University of Central Florida 2006 — 2010
Bachelor of Science, Finance
tagback September 2014 - Present
xTrend Analytics June 2014 - Present
Citigroup November 2011 - June 2014
Citi April 2011 - October 2011
Citi August 2010 - March 2011
University of Cincinnati September 2009 - June 2010
Sensource Inc. January 2008 - June 2010
Around the House 4 Less January 2005 - May 2008
Skills
Product Management, User Experience, Mobile Technology, Mobile Devices, Analytics, Management, Strategy, Business Analysis, E-commerce, Project Management, Program Management, Process Improvement, Online Marketing, Data Analysis, Financial Services, Web Analytics, Marketing, Online Advertising
Education
University of Cincinnati College of Business 2009 — 2010
MSIS, Information Systems
University of Cincinnati 2007 — 2009
Bachelor, Business Administration; Information Systems Management
Citigroup June 2015 - August 2015
Moss Adams Capital June 2014 - September 2014
Intrepid Investment Bankers March 2014 - May 2014
Unity Investment Partners September 2013 - February 2014
Harvey & Company June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Investment Banking, Data Analysis, Leadership, Teamwork, Financial Analysis, Microsoft Word, Microsoft Office, Research, Economics, Public Speaking, Social Media, Event Planning, Valuation, DCF, Financial Modeling, Market Research, Quantitative Analytics, Corporate Finance, LBO
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Business Economics, Senior
Avon May 2015 - Present
Verizon March 2014 - April 2015
Siemens Energy May 2013 - March 2014
Siemens February 2012 - May 2013
Siemens Energy May 2011 - February 2012
Siemens Energy May 2010 - April 2011
Lockheed Martin November 2009 - May 2010
Citigroup May 2008 - July 2008
Washington Mutual May 2005 - March 2007
Skills
Microsoft Excel, Think-Cell, PowerPoint, Intermediate Spanish, SAP, Project Management, Data Mining, Accounting, Financial Modeling, Microsoft Office, Financial Accounting, Process Improvement, Financial Reporting, Forecasting, SharePoint, Financial Analysis, Budgets, Analysis, Leadership, Spanish
Education
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor's, Accounting
Coral Reef Senior High 2003 — 2007
National Academy of Finance
Citigroup July 2015 - Present
Skills
Word, Mac, Time Management, Organization, Quick Learner, Attention To Detail, Critical Thinking, Problem Solving, Planning, Communication, Team Leadership, Fundraising, Customer Service, Event Planning, Microsoft Word
Education
University of Cincinnati 2011 — 2015
Finance, Minor in Management
Worthington Kilbourne High School 2007 — 2011
WilmerHale May 2015 - July 2015
US Securities and Exchange Commission June 2014 - August 2014
Girard Gibbs LLP June 2012 - July 2013
Friends of Christian Mitchell January 2012 - March 2012
Federal Communications Commission June 2011 - September 2011
University of Chicago Department of Mathematics September 2010 - March 2011
Citigroup June 2010 - September 2010
Skills
Research, Legal Writing, Public Speaking, Legal Research, Public Policy, Policy, Academic Writing, Teaching, Document Review, Westlaw, Social Media, Microsoft Office, Team Leadership, Politics, Bloomberg Terminal, Data Analysis, Categorical Data..., Mathematical Modeling, Statistics, Microsoft Excel
Education
University of Chicago Law School 2013 — 2016
Juris Doctor (J.D.)
University of Chicago 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Political Science
Citigroup January 2015 - Present
US Air Force Reserve April 2014 - Present
United States Air Force March 2011 - March 2014
Skills
Java, C++, HTML 5, CSS, Configuration Management, Team-oriented, Security +, DoD Top Secret Clearance, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Interpersonal Skill, JMonkeyEngine, Unix Scripting, Open GL, Microsoft Visual Studio..., Eclipse, NetBeans, AJAX, jQuery, MVC, JavaScript
Education
University of Maryland University College 2012 — 2015
Bachelor of Science (B.S.), Computer Science
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts (B.A.), History
Irvine Company March 2012 - Present
Irvine Company July 2008 - March 2012
Irvine Company October 2005 - July 2008
Citigroup December 1997 - February 2005
Apria Healthcare 1995 - 1997
Skills
SharePoint, DocuSign, CRM, Requirements Analysis, SDLC, Business Process, Testing, Software Documentation, Business Intelligence, Analysis, Management, Business Process..., Business Analysis, Human Resources, Troubleshooting, Training
Education
University of California, Irvine
Bachelor of Arts (B.A.), Social Ecology
Demand Media 2013 - Present
Ditto Greetings 2013 - Present
Innovative Idea Group October 2011 - 2013
Metagenics Inc. January 2011 - October 2011
Citigroup 2006 - 2008
Accenture July 2004 - November 2005
UC, Irvine, Information and Computer Science Department 2003 - 2003
UC Irvine’s AI Research Department June 2002 - September 2002
WYZ Tech Inc. January 2002 - June 2002
Nanometrics Inc. July 2001 - September 2001
Skills
PHP, MySQL, jQuery, JavaScript, Subversion, SQL, AJAX, AngularJS, Java, Linux, HTML, Hibernate, Design Patterns, OOP, Software Development, XML, Agile Methodologies, Redis, Scrum, Web Development, JSP, Web Applications, CSS, Microsoft SQL Server, Git, JSON, Amazon Web Services..., LAMP, MVC Architecture, Kohana Framework, HTML 5, JIRA, RESTful architecture, RESTful WebServices, LESS, Ubuntu, Software Architectural..., Zend Framework, Phing, MVC, OOD, HTTP, SEO, A/B testing, Optimizely, Unit Testing, PHPUnit, ORM, Doctrine, Dependency Injection
Education
University of California, Irvine
Bachelor of Science (BS), Computer Science
Cincinnati Children's Hospital Medical Center 2013 - Present
UC San Diego 2013 - 2013
UC Health 2008 - 2013
OneCommand 2006 - 2008
CitiGroup 2002 - 2006
Convergys 1996 - 2002
Education
University of Cincinnati 2009 — 2012
Master of Arts in Human Resources (MAHR)
University of Cincinnati 1990 — 1994
Bachelor of Business Administration (BBA)
Citi November 2010 - Present
Deutsche Bank June 2007 - November 2010
Citigroup 2003 - 2007
Deutsche Bank July 2001 - March 2003
Digitallighthouse 2000 - 2001
Skills
Analysis, Vendor Management, Investments, Investment Banking, SDLC, Credit Risk, Management, Operational Risk..., Market Risk, Financial Risk, Business Analysis, Fixed Income, VAR, Prime Brokerage, Leadership
Education
University of Cambridge
PhD, Mathematical Simulation
Zhejiang University
Citi June 2015 - Present
Citi September 2013 - June 2015
Citi June 2012 - September 2013
Citigroup July 2010 - May 2012
Citigroup June 2009 - July 2010
Skills
Process Engineering, Process Improvement, Banking, Operations Management, Finance, Risk Management, Financial Analysis, Business Analysis, Project Management, Financial Services, Analysis, Relationship Management, Business Process..., Change Management, Business Process, Credit, Financial Risk, AML, Vendor Management, Management, Analytics
Education
University of Central Florida 2005 — 2009
Bachelors of Science, Finance; Business Administration
SpikeIT LLC August 2013 - Present
Citigroup 2006 - August 2012
Skills
Business Analysis, Leadership, Vendor Management, Software Project..., Banking, SDLC, Solution Architecture, IT Strategy, Management, Process Improvement, PMO, IT Management, Outsourcing, SOA, Budgets, Requirements Analysis, Software Development, Business Intelligence, Program Management, Risk Management, Change Management, Unix, Disaster Recovery, Portfolio Management, Business Strategy, Cross-functional Team..., Technology Management, New Business Development, Financial Services, CISA, Agile Methodologies, Enterprise Architecture, Product Management, Strategic Planning, Asset Managment, Data Analysis, IT Service Management, Web Applications, Team Leadership, Business Continuity, Security, Business Process, SharePoint, Strategy, Integration, Requirements Gathering, Start-ups, ITIL, Analytics, Business Process...
Education
University of California, Los Angeles 1975 — 1979
BA, Economics
Apple February 2014 - Present
Coriolis Systems Limited July 2005 - December 2013
Citigroup September 2004 - June 2005
Telsis 1997 - 2004
Skills
Mobile Devices, Integration, Embedded Systems, Software Development, C++, Telecommunications, Linux, Unix, Objective-C, Trading Systems, Software Engineering, TCP/IP, Software Project..., C
Education
Cambridge University 1993 — 1997
MEng, Engineering
Citigroup June 2007 - Present
Skills
ClearCase, ClearQuest, Software Configuration..., SDLC, Perl, Unix, Configuration Management, Software Development, Continuous Integration, Process Improvement, Agile Methodologies, SQL, C#, .NET, System Architecture, Software Engineering, Solaris, Software Project..., Ant, Scrum, Requirements Analysis, Integration
Education
University of Cincinnati 1996 — 1999
Webhosting.net May 2012 - Present
Salient Strategic Advertising and Design June 2011 - April 2012
Barclays June 2010 - December 2010
Unilever November 2008 - December 2009
Citi October 2007 - October 2008
Travelport Inc. May 2006 - September 2007
Citigroup September 2005 - April 2006
Ernst & Young February 2005 - July 2005
Skills
Risk Management, IT Risk Management, Sarbanes-Oxley, Financial Risk..., Compliance, Business Process, Change Management, Sarbanes-Oxley Act, Financial Risk, Information Security..., Operational Risk..., Internal Audit, Corporate Governance, Corporate Finance, Finance, Internal Controls, Auditing, Outsourcing, Accounting, Management, Strategic Financial..., Enterprise Risk..., Financial Planning, Analysis
Education
University of Cape Town 2002 — 2004
Master of Business Administration (MBA), Finance, Strategy and Marketing
University of Cape Town 1993 — 1996
Bachelor of Commerce (B.Com.), Accounting and Information Systems
U.S. Securities and Exchange Commission September 2015 - Present
Microsoft Research June 2015 - August 2015
University of Michigan September 2013 - April 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
GMO June 2011 - August 2011
UCLA September 2009 - June 2011
Citigroup June 2010 - August 2010
Citigroup June 2009 - August 2009
Skills
Matlab, LaTeX, Pattern Recognition, Artificial Intelligence, Java, Simulations, Data Analysis, Research, Data Mining
Education
University of Michigan 2011 — 2016
Ph.D.
University of California, Los Angeles 2008 — 2010
M.S.
University of Illinois at Urbana-Champaign 2004 — 2008
B.S.
Roofing Supply Group (RSG) March 2009 - Present
Pearson 2003 - March 2009
Fleming Companies January 2002 - July 2003
CitiGroup May 2001 - January 2002
Fleming Companies 2000 - 2001
Skills
Microsoft Office, PeopleSoft, Hyperion, Financial Analysis, Cognos, Databases, Forecasting, Budgeting, Budgets, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Business Analysis, Financial Variance..., Problem Solving, Pivot Tables, V Lookups, Financial Modeling, Corporate Finance, Process Improvement, Project Management, Strategic Planning, Analysis, Leadership, Access, Data Analysis, Finance, Project Planning, Business Process..., Accounting, Cross-functional Team..., General Ledger, Variance Analysis, ERP, Training, Income Statement, Operations Management, Analytics, Management, Acquisition Integration, Pricing, Mergers & Acquisitions, Accounts Receivable, Cash Management, Business Valuation, Auditing, Sarbanes-Oxley Act, Business Planning, Due Diligence, Account Reconciliation
Education
University of Central Florida - College of Business Administration 1988 — 1991
BS in Business Administration
Graham Capital Management vpCitibank1993 - 1998
Citigroup 1988 - 1998
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
University of California, Los Angeles 1983 — 1988
BA, Economics, History
Citigroup October 2013 - Present
Citi June 2012 - September 2013
Citi April 1999 - June 2012
Citi July 1997 - March 1999
Commonwealth Secretariat January 1996 - January 1997
Management Solutions International December 1991 - September 1995
Skills
Software Development, Process Automation, Banking, IT Strategy, Financial Services, Portfolio Management, Business Analysis, Offshoring, Program Management, Governance, Outsourcing, ITIL, Relationship Management, Management, Team Leadership, Integration, Information Technology, Strategy, Change Management, SDLC, Leadership
Education
University of Cambridge 1995 — 1997
MBA, IT Strategy
University of Canberra 1988 — 1991
Bachelor of Engineering, Computer Engineering
Citigroup March 2007 - Present
Pomeroy IT Solutions March 2004 - March 2007
Frequency Marketing 1999 - 2003
Education
University of Cincinnati 1997 — 1998
Citigroup
Skills
Capital Markets, Derivatives, Investment Banking, Financial Markets, Banking, Electronic Trading, Trading Systems, Trading, Fixed Income, Equities, Foreign Exchange, Hedge Funds, Portfolio Management, FX Options, Structured Products
Education
University of California, Santa Barbara 1977 — 1983
ELM Services, LLC 2009 - Present
Goldman Sachs 2003 - 2008
LOGS Financial Services 2002 - 2003
Citigroup March 2001 - June 2002
Charles F Curry Co 1999 - 2001
Lathrop & Gage, LLC 1998 - 1999
Bank of America 1993 - 1997
Skills
Loss Mitigation, REO, FCL, Loan Servicing, Foreclosures, Risk Management, Default, FHA, Mortgage Lending, Mortgage Banking, Mortgage Servicing, Loans, Credit, Management Consulting, Subject Matter Experts, Foreclosure claims, Project Management, Portfolio Management, Mortgage Servicer Due..., Residential Mortgages, Reverse Mortgages, Mortgage servicing..., Process Improvement, Process Optimization, Process gap analysis, GNMA, Due Diligence, Financial Risk, Bankruptcy, Real Estate, Banking
Education
University of California, Irvine 1990 — 1991
Bachelor of Arts (BA), Paralegal Certificate
University of California, Irvine 1986 — 1990
BA, Social Ecology/Criminal Justice
Villa Park High
SunEdison May 2015 - Present
SunEdison January 2014 - May 2015
VMware 2012 - 2013
Citigroup 2010 - 2012
Protostar Partners June 2009 - August 2009
A.T. Kearney January 2008 - June 2008
A.T. Kearney 2005 - 2007
Teradata 2003 - 2005
Skills
Mergers & Acquisitions, Corporate Development, Mergers, Strategy, Private Equity, Valuation, Business Strategy, M&A experience, Due Diligence, LBO, Financial Modeling, Equities, Enterprise Software, Cloud Computing, Strategy Development, Financial Analysis, Investment Banking, Management Consulting, IT Strategy
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Accounting
University of California, San Diego
MS, Computer Science
University of California, San Diego
BS, Computer Science
Intuit August 2008 - Present
UCLA Healthcare IT Systems February 2007 - August 2008
Citigroup June 1985 - December 2006
Education
University of California, Santa Barbara 1980 — 1985
BA, Computer Science and Theater Arts
Salesforce.com July 2008 - Present
Wilshire Associates February 2007 - June 2008
Citigroup May 1999 - February 2007
Skills
Agile Methodologies, SDLC, Java, Business Analysis, Scrum, SQL, Perl, XML, Unix, Software Development, Oracle, Java Enterprise Edition, User Interface..., Jenkins, WebDriver, Aura, JavaScript
Education
University of California, Los Angeles
Bachelor of Science (BS), Electrical and Electronics Engineering
Citigroup 1989 - Present
Skills
Bonds, Series 63, Series 7, Portfolio Management, Fixed Income, Sales, Marketing
Education
University of California, Los Angeles 1979 — 1983
Citibank February 2008 - Present
Citigroup 1999 - 2007
Skills
SDLC, Visio, Disaster Recovery, Risk Management, PMO, Integration, IT Strategy, Business Analysis, Requirements Analysis, PMP, Business Process..., Agile Methodologies, Software Project..., Vendor Management, IT Management, SharePoint, Process Improvement, Data Warehousing, Project Portfolio..., Program Management, Project Management, IT Service Management
Education
University of Cape Town 1975 — 1976
University of Cape Town 1975 — 1976
Computers
Barclays 2013 - Present
Citigroup 2007 - 2013
Valley Capital LLP 2004 - 2009
Real Health LLP 2004 - 2007
First Media PLC 2002 - 2004
Internet Incubator PLC 2000 - 2002
Internet Music and Media PLC 1999 - 2002
Virtual Internet (VI) PLC 1996 - 2000
Bain & Company 1995 - 1998
The Boston Consulting Group 1994 - 1994
Skills
Venture Capital, Strategy, Entrepreneurship, Business Strategy, Start-ups, Market Risk, Portfolio Management, Basel III, Basel II, Corporate Finance, Risk Management, Stress Testing, Credit Risk, Business Development, Analytics, Credit Derivatives, Financial Services, Financial Risk, Derivatives, International Marketing, Technology Management, Counterparty Risk, C Level Management, International Growth, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance, Entrepreneurship, Graduated with Distinction
University of Cambridge
MA with Honours in Natural Sciences (Physics, Mathematics) and Management
Yasui household, Inc March 2010 - Present
Monarch Healthcare April 2006 - March 2010
Fair Isaac December 2004 - January 2006
Argus Interactive February 2004 - December 2004
Fair Issac March 2002 - March 2004
Oaxco Choco 2003 - 2004
Epic Software September 2001 - March 2002
Rare Medium May 2000 - September 2001
Deloitte And Touche May 1999 - May 2000
Citigroup June 1995 - May 1999
Education
University of California, Irvine 1990 — 1995
Ball Corporation June 2014 - Present
Ball Corporation June 2012 - May 2014
Ball Corporation August 2010 - June 2012
National Multiple Sclerosis Society, Colorado Chapter 2008 - 2012
Ball Aerospace May 2005 - July 2010
First Data Corporation January 2004 - January 2005
Honeywell November 2002 - November 2003
Citigroup October 1996 - November 2002
Lockheed Martin October 1985 - October 1996
Skills
Personnel Management, Management, Human Resources, Onboarding, Succession Planning, Performance Management, Labor Relations, Deferred Compensation, Employee Relations
Education
University of Central Florida 1979 — 1984
University of Maryland College Park
Symantec August 2009 - Present
SOA Software January 2008 - August 2009
Citigroup July 2005 - December 2007
Citigroup April 1995 - June 2005
Education
University of California, Los Angeles 1991 — 1994
TD Bank 2011 - Present
BarclayCard 2009 - 2011
Citigroup 2005 - 2008
Morgan Stanley 2000 - 2005
Skills
Business Analysis, SDLC, Project Management, Project Portfolio..., Program Management, SQL, Project Coordination, Microsoft SQL Server, Databases, Technical Writing, Technical Documentation, Performance Management
Education
University of California, Los Angeles 1990 — 1992
Bachelor of Science (BS), Environmental Science
Badu Networks July 2014 - Present
3M September 2012 - July 2014
Federal Signal Technologies August 2008 - July 2014
Badu networks 2013 - 2014
Citigroup February 1998 - January 2008
Citi August 1993 - February 1998
Skills
SQL, SDLC, JavaScript, Java Enterprise Edition, XML, HTML, Microsoft SQL Server, MySQL, Unix, AJAX, Software Development, Requirements Analysis, Java, Unix Shell Scripting, JSP, Agile Methodologies, DB2, Software Project..., Database Design, PL/SQL, Subversion, Testing, Struts, Oracle, Web Services, REST, Integration, jQuery, Websphere, Perl, C++, C, Mobile Applications, Software Engineering, C#, Linux, Eclipse, Scrum
Education
University of California, Los Angeles 1997 — 1999
UCLA 1996 — 1999
Bachelor's degree, Computer Science and Engineer
Freddie Mac July 2015 - Present
Barclays Africa Group Limited October 2013 - July 2015
Barclays Bank June 2010 - September 2013
Barclays March 2009 - June 2010
ARK Investments April 2008 - February 2009
Citigroup January 2007 - April 2008
Citigroup, Global Consumer Group, North America February 2004 - January 2007
Citigroup Global Consumer January 2000 - January 2004
Citigroup 1994 - 1998
Citigroup 1993 - 1994
Skills
Credit Risk, Banking, Portfolio Management, Credit, Risk Management, Credit Cards, Financial Risk, Retail Banking, Capital Markets, Loans, Financial Services, Investment Banking, Credit Analysis, Mortgage Lending, Financial Modeling, Commercial Banking, Consumer Lending, Operational Risk, Fixed Income, Management, Mergers & Acquisitions, Corporate Finance
Education
University of Cincinnati College of Business 1984 — 1986
MBA, Business
Sydenham College 1981 — 1984
B Com, Business
Teleperformance May 2014 - Present
PWCI 2005 - Present
ARS National Services March 2013 - May 2014
Estate Information Services, LLC October 2009 - February 2013
Convergys July 2009 - October 2009
Convergys June 2008 - October 2009
Convergys April 2006 - June 2008
OSI 2005 - 2006
National Financial Systems 2003 - 2005
Citigroup November 1990 - November 2002
Skills
Strategic Leadership, Sales Management, Thought Leadership, Vendor Management, Strategy, Business Development, Management, Leadership, New Business Development, Project Management, Marketing, Cross-functional Team..., Strategic Planning, Analytics, Team Building, Sales Process, Financial Services, Mergers & Acquisitions, Negotiation, Executive Management, Process Improvement, Call Centers, Finance, Credit, Risk Management, Relationship Management, Banking, Business Planning, Analysis, Recruiting, Customer Satisfaction
Education
University of Cincinnati 1983 — 1988
Bachelor of Arts
Finneytown
CitiGroup April 2011 - Present
Kroger Personal Finance August 2005 - November 2010
GE CONSUMER SERVICES January 1997 - January 2005
Education
Central Missouri State University
B.S., Mathematics
University of Central Missouri
BS, Mathematics / Communication
Bank of America July 2010 - Present
Rabobank International June 2007 - July 2010
Societe Generale September 2004 - June 2007
Citigroup March 2000 - September 2004
Bank of America December 1997 - February 2000
ESPCI, Paris, France October 1995 - October 1997
Skills
Market Risk, Quantitative Finance, Credit Derivatives, Derivatives, Fixed Income, Equity Derivatives, Counterparty Risk, FX Options, Structured Products, Capital Markets, Financial Risk, Alternative Investments, Bonds, Credit, Equities, Interest Rate..., Loans, Portfolio Management, Risk Management, Structured Finance
Education
Ecole Superieur de Physique et de Chimie Industrielle 1995 — 1997
University of California, Santa Barbara 1985 — 1995
B.S, PhD
Integris Wealth Management October 2004 - Present
Bixby Capital 1999 - 2003
BARRA Rogers Casey 1997 - 1999
Citigroup 1993 - 1996
QuantiLogic 1988 - 1993
Skills
Strategic Planning, Public Speaking, Non-profits, Microsoft Office, Customer Service, Microsoft Excel, Project Management, Microsoft Word, New Business Development, Negotiation, PowerPoint, Nonprofits, Investment Management, Portfolio Management, Hedge Funds, Investments, Wealth Management, Asset Allocation
Education
CFA Institute 1988 — 1991
Chartered Financial Analyst (CFA), Investments and Securities
University of California, Santa Barbara 1980 — 1984
Bachelor of Arts (BA), Economics
Office of Inspector General Federal Housing Finance Agency February 2011 - Present
Financial Crisis Inquiry Commission 2010 - 2010
Stepstone, Inc. 2003 - 2009
Citigroup 1984 - 1996
Skills
Financial Analysis, Writing, Economic Research, Financial Reporting, Management, Public Speaking, Social Media, Budgets, Market Research, Finance, Banking, Strategy, Sales, Strategic Planning, Research, Analysis, Accounting, Policy Analysis, Policy, Marketing Strategy, Team Building, Leadership
Education
Wharton Business School 1981 — 1984
MS & MBA, Economics & Finance
University of California, Santa Cruz 1975 — 1979
Bachelor of Arts, Economics
Citigroup May 2007 - Present
SEI Investments 1999 - 2006
US Army 1991 - 1998
Education
University of California, Santa Barbara 1987 — 1991
Franklin American Mortgage October 2012 - Present
Carrington Mortgage Services August 2009 - August 2012
Fremont Investment and Loan May 2006 - May 2007
Fremont Investment and Loan August 2002 - January 2006
Citigroup February 1999 - July 2002
Citigroup September 1994 - February 1999
Skills
Negotiation, Lead Generation, Market Research, Target Marketing, Mortgage Lending, Loans, Credit, Mortgage Banking, Loss Mitigation, Loan Origination, Loan Servicing, Underwriting, Residential Mortgages, Consumer Lending, Credit Analysis, Sales Management, FHA, Banking, Portfolio Management, Team Building, Refinance, Investments, Financial Services, Investment Properties, Business Development, Mortgage Underwriting, Finance, FHA financing, USDA, Real Estate Economics, Foreclosures, Real Estate, VA loans, Sales Operations, Government Loans
Education
University of California, Riverside 1990 — 1994
BS, Business Administration
American School of Kuwait 1986 — 1990
hs, hs diploma
Legg Mason November 2005 - July 2007
Citigroup 1999 - 2005
Skills
Photography, Event Planning, Fixed Income, Customer Service, Strategy, Microsoft Office, Project Management, Sales, Strategic Planning, Team Building, Analysis, Asset Management, Insurance, Leadership
Education
University of California, Irvine
Citigroup May 1986 - Present
Wendel, Lawlor, Rosen & Black 1980 - 1986
Skills
Banking, Financial Services, Corporate Governance, Retail Banking, Federal & State...
Education
University of California, Hastings College of the Law 1976 — 1979
JD
Yale University 1972 — 1976
BA, Philosophy
Citigroup September 2006 - Present
Education
University of Cincinnati 2006 — 2010
ITT Technical Institute 2003 — 2004
Associate of Science, Web Development
ITT Technical Institute 2001 — 2003
Associates of Science, Software Applications and Computer Programming
Citibank January 2008 - Present
Citigroup February 1998 - January 2008
GE Capital 1995 - 1998
Citicorp Diners Club April 1993 - November 1995
Skills
Credit Cards, Payments, Payment Systems, Banking, Cash Management, Relationship Management, Retail Banking, Debit Cards, Cross Selling, Management, Portfolio Management, Financial Services, Payment Card Processing, Business Development, Cards, Sales, Commercial Banking, Credit, Electronic Payments, Mobile Payments, Internet Banking
Education
University of California, Santa Barbara 1982 — 1986
Bachelor of Arts (B.A.), Communication, General
Oracle 2015 - Present
Upstream Development 2010 - 2014
Citigroup 2009 - 2010
Skills
MS Excel Pivot Tables, Vlookup, NPV, IRR, DCF Valuation, HTML5, CSS, JavaScript, jQuery, Java
Education
University of California, San Diego 2004 — 2008
B.A., Economics, Mathematics
Internal Revenue December 2009 - Present
Internal Revenue Serivce December 2009 - December 2011
Social Security Administration August 2008 - July 2009
Citigroup June 2008 - August 2008
Bankers Life and Casualty September 2007 - February 2008
Wachovia Securities July 1993 - July 2007
Education
Central Missouri State University 1969 — 1973
Bachelor, Business Administration & Marketing
Citigroup January 2006 - January 2008
Citigroup January 2000 - December 2005
Education
University of California, Irvine 1990 — 1995
FedEx Services July 2012 - Present
PinPoint Research January 2010 - April 2011
Cars.com September 2007 - September 2009
OMD July 2007 - September 2007
Citigroup February 2006 - December 2006
Skills
Marketing Research, Data Analysis, Social Media, Qualitative Research, Analytics, Segmentation, Online Marketing, Customer Insight, Marketing, Quantitative Research, SAS, Advertising Research, Competitive Analysis, Consumer Insights, SQL, Research Design, Survey Programming, Survey Research, Online Advertising, Database Management, Quantitative Analysis, Business Analytics, Web Analytics, Chinese, Spanish, Italian
Education
University of Georgia - Terry College of Business 2011 — 2012
Master of Marketing Research
University of California, Los Angeles 2003 — 2007
B.A., Economics
Jonathan Clements LLC April 2014 - Present
Citigroup April 2008 - March 2014
The Wall Street Journal January 1990 - April 2008
Skills
Wealth Management, Investments, Portfolio Management, Alternative Investments, Corporate Communications, Journalism, Asset Management, Hedge Funds, Media Relations, Fixed Income, Editorial, Financial Services, Series 7, Strategic Communications, Copy Editing, Social Media, Securities, Retirement Planning, Mutual Funds, Editing, Content Strategy, Psychology
Education
University of Cambridge 1982 — 1985
UNC Kenan-Flagler July 2012 - Present
RTI International May 2013 - August 2013
TeraDiscoveries, Inc. May 2013 - August 2013
UNC Health Care January 2013 - May 2013
Lockheed Martin Information Technology November 2008 - July 2012
Citigroup May 2007 - September 2007
Tata Consultancy Services (TCS) July 2004 - July 2006
Skills
Requirements Analysis, Strategy, Software Project..., SQL, Software Development, Agile Methodologies, Business Analysis, Process Improvement, Cross-functional Team..., Integration, Management, Pre-sales, Product Development, Program Management, Business Intelligence, Data Analysis, Project Management, Requirements Gathering, Data Warehousing, Software Engineering, Databases, Business Development, ITIL, Analysis, Consulting, Full SDLC, Quality Assurance, Functional..., Visio, Microsoft Office
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
University of Cincinnati 2006 — 2008
Master of Science (MS), Computer Science
VJTI, University of Mumbai 2000 — 2004
Bachelor of Science (BS), Computer Science
Google Business Operations and Sales OperationsFacebook2012 - 2014
Facebook June 2011 - August 2011
TechnoServe 2009 - 2010
Boston Consulting Group 2007 - 2009
Citigroup 2005 - 2007
Citigroup June 2004 - August 2004
Skills
Strategy, Financial Modeling, Corporate Development, Management Consulting, Business Strategy, Mergers, Analytics, Valuation, Investment Banking, Due Diligence, Consulting
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
UCLA
Bachelor of Arts (BA)
Bank of America April 2015 - Present
Bank of America April 2013 - Present
Reval SDR August 2012 - November 2012
Bank of America Merrill Lynch March 2011 - August 2012
Merrill Lynch/Bank of America September 2008 - April 2011
Carlyle Capital Corporation January 2008 - April 2008
Carlyle Capital Corporation July 2006 - January 2008
Merrill Lynch Bank January 2000 - January 2006
Citigroup 1978 - 1999
Skills
Derivatives, Trading Systems, Capital Markets, Market Data, FX Options, Interest Rate..., Fixed Income, Investment Banking, Equities, SDLC, Business Analysis, Risk Management, Financial Services
Education
University of Cincinnati
Family Office March 2012 - Present
Pacific Marin Investments November 2010 - March 2012
Pursued personal interests, education, and travel June 2008 - August 2010
Citigroup February 2007 - June 2008
FKI Logistex May 2000 - March 2006
Skills
Microsoft Office, Administration, Event Management, Coordination, System Administration, Office Management, Administrative..., Marketing, Project Management
Education
University of California, Santa Cruz 1989 — 1993
BA, Art
Ancestry.com June 2014 - Present
Ancestry.com June 2011 - June 2014
Citigroup May 2009 - June 2011
Dell Inc January 2009 - June 2011
Gevirtz Graduate School of Education March 2005 - December 2009
Computer Repair & Sales 2002 - 2008
Skills
Windows, Active Directory, Linux, Servers, Troubleshooting, VMware, Windows Server, Data Analysis, Mac OS X, Disaster Recovery, Citrix, Laptops, Help Desk Support, OS X, Technical Support, Hardware, Software Installation
Education
University of California, Santa Barbara 2004 — 2008
B.A, Biological Sciences
Bank of America Home Loans October 2008 - Present
Citibank June 1994 - June 2008
Citigroup 1994 - 2008
Education
University of California, Irvine 1986 — 1990
BS, Social Sciences
Citi/Citigroup November 2010 - Present
Citigroup June 2004 - October 2008
Citigroup June 2000 - June 2004
Citigroup June 1990 - June 2000
Skills
Business Requirements, Quality Assurance, PMO, Gap Analysis, Test Planning, Requirements Analysis, Software Project..., User Acceptance Testing, Project Management, Vendor Management, Software Development, Agile Methodologies, Process Improvement, Project Planning, Quality Center, Management, Visio, Requirements Gathering, PMP, Business Analysis, Test Management, SDLC, Business Process, Data Warehousing
Education
University of California, Los Angeles
B.A., Mathematics
University of California, Los Angeles
M.S., Computer Science
CLS bank October 2013 - Present
Charles River Development 2012 - Present
UBS 2011 - 2011
Credit Suisse 2007 - 2011
Citigroup 1998 - 2007
DBS Bank 1994 - 1996
Education
University of Cambridge
MA, Computer Science
University of Toronto - Rotman School of Management
MBA
Kao USA September 2011 - Present
Kao Brands March 2011 - December 2011
Kao Brands June 2010 - March 2011
Citigroup September 2009 - June 2010
Citigroup June 2007 - September 2009
GE Infrastructure May 2006 - August 2006
Ernst & Young August 2005 - December 2005
Skills
Talent Management, Performance Management, Metrics, Project Management, Business Analysis, Employee Relations, Employee Engagement, Talent Acquisition, Talent Development, Recruiting, Leadership, Management, Process Improvement, Analysis
Education
University of Cincinnati 2009 — 2011
MA, Human Resources
University of Notre Dame 2003 — 2007
BA, Psychology, Computer Applications & Programming
American Express August 2014 - Present
Citigroup May 2010 - August 2014
Skills
SAS, Predictive Modeling, Risk Management, VBA, Python, Data Mining, R, Financial Modeling
Education
University of Cincinnati 2006 — 2008
MA, Applied Economics - Data Analysis
US Bank Home Mortgages September 2015 - Present
Citimortgage, Inc. August 2012 - August 2015
CitiMortgage, Inc. 1985 - August 2012
Citigroup 1985 - August 2012
KPMG July 1982 - March 1985
Skills
Credit, Banking, Financial Analysis, Financial Modeling, Credit Analysis, Financial Services, Risk Management, Loans, Finance, Financial Risk, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Management, Mortgage Lending, Credit Risk
Education
University of Central Missouri 1978 — 1982
BSBA, Accounting
University of Central Missouri 1978 — 1982
Bachelor of Science (B.S.), Accounting
Retired June 2014 - Present
Citigroup January 2005 - March 2009
Citigroup September 2003 - January 2005
California Federal Bank January 1994 - September 2003
First Nationwide Bank January 1991 - January 1994
First Nationwide Bank January 1988 - January 1991
Skills
Vendor Management, Strategy, Procurement, Process Improvement, Leadership, Outsourcing, Change Management, Sales, Operations Management, Performance Management, Program Management, Cross-functional Team..., Supply Chain Management, Finance, Strategic Planning, Team Building, Coaching, Team Leadership, Negotiation, Business Process..., Financial Services, Management, Product Development, New Business Development, Solution Selling, Budgets, Business Strategy
Education
University of California, Los Angeles
BA
The Standard October 2013 - Present
The Standard February 2011 - Present
Indiana Wesleyan University July 2009 - Present
Citigroup November 2009 - February 2011
Fidelity Investments October 2006 - February 2009
Fidelity Investments May 2004 - October 2006
Fidelity Investments January 1993 - May 2004
Skills
Process Improvement, Risk Management, 401k, Employee Benefits, Call Center, Management, Leadership, Performance Management
Education
Xavier University - Williams College of Business 2005 — 2007
MBA, General Business
University of Cincinnati College of Business 1988 — 1993
Bachelors, Finance
Kent Roosevelt High School 1984 — 1988
Citigroup February 2007 - Present
LaSalle Bank August 2003 - February 2007
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Quantitative Finance
University of California, San Diego 1997 — 2001
BS, Economics, Computer Science Minor
Citigroup November 2009 - Present
Houghton Mifflin Harcourt September 2009 - November 2009
Capital Group July 2006 - 2009
Capital Group June 1994 - June 2006
Skills
Business Analysis, Software Project..., Requirements Gathering, Business Requirements, Integration, Vendor Management, Business Process..., SDLC, Corporate Actions, Tax, Visio, Back Office, Requirements Analysis, User Acceptance Testing, IT Strategy, Enterprise Architecture, Project Portfolio..., PMP, Data Modeling
Education
University of California, Santa Barbara 1990 — 1994
B.S., Computer Science
Nobile Law Firm, P.A. March 2009 - Present
Citigroup April 2005 - October 2008
Bank of America 2001 - 2005
Skills
Commercial Litigation, Public Speaking, Negotiation, Capital Markets, Civil Litigation, Litigation, Estate Planning, Securities Regulation, Private Equity, Leadership, Banking Law, Bankruptcy, Corporate Law, Trials, Legal Writing, Mediation, Contract Negotiation, Courts, Real Estate, Legal Research
Education
University of Miami School of Law 2002 — 2004
LLM in Taxation, Candidate, International Tax
Widener University School of Law 1990 — 1993
Juris Doctor, Law
University of Central Florida 1986 — 1990
Legal Studies BS, Legal Studies and Political Science
PBGHS
Ebit January 1990 - Present
TAG COMPANY 2006 - 2006
Citigroup April 1980 - December 1989
Algemene Bank of Nederlands April 1979 - April 1980
Laing & Cruickshank April 1977 - April 1979
Cambridge Cooperative Society September 1972 - April 1977
Education
BERLITZ Language School 1989 — 1989
Spanish
Western University 1986 — 1986
International Business management
University of Cambridge 1970 — 1972
ECONOMICS
USC Marshall School of Business July 2015 - Present
Ayco, a Goldman Sachs Company August 2010 - June 2015
Citigroup October 2009 - December 2009
Skills
Fixed Income Portfolio..., Cash Flow Analysis, Risk Management, Tax Planning, Fixed Income Analysis, Financial Modeling, Financial Analysis, Finance, Investments, Fixed Income, Equities
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
University of California, Riverside 2006 — 2010
Bachelor of Science (B.S.), Business Administration
Citigroup December 2011 - Present
Citi December 2005 - November 2011
Citi August 2001 - November 2005
GE Capital 1990 - 1997
Skills
Leadership Development, Financial Services, Business Relationship..., Performance Improvement, Instructor-led Training, Customer Service, Business Development, Business Strategy, Business Analysis, Program Management, Business Process..., Strategic Planning, Business Planning, Strategic Partnerships, Instructional Design, Change Management, Consulting, Offshore Management, Six Sigma, Organizational..., Operations Management, Risk Management, Credit Cards, Credit, Management, Team Leadership, Leadership, Training, Banking, Project Management, Call Centers, Portfolio Management, Cross-functional Team..., Performance Management, Coaching, Vendor Management, Customer Experience, Talent Management
Education
University of Cincinnati 1995 — 2000
Bachelor of Arts, History
DTCC January 2010 - Present
Acquis Capital, LLC January 2008 - January 2010
Citigroup January 1997 - January 2008
Education
University of Central Florida - College of Business Administration 1994 — 1996
Bachelor of Science, Finance
Citigroup 2010 - Present
Teva Pharmaceuticals September 2008 - November 2010
Florida International University March 2006 - March 2008
Charles H. Morse Museum of America Art December 1997 - March 2006
United States Army Reserve May 1987 - January 2003
Skills
Security Management, Corporate Security, Security Operations, Emergency Management, Service Contracts..., Physical Security, Police, Access Control, Security, Operations Management, Private Investigations, Risk Assessment, Crisis Management, Business Continuity, Investigation
Education
Webster University 2003 — 2005
Master, Business & Org. Security Management
University of Central Florida 1987 — 1998
Bachelor, Psychology
Marion Military Institute 1985 — 1987
Associate, General Studies
Union Bank March 2014 - Present
Merrill Lynch May 2012 - October 2013
Morgan Stanley Smith Barney May 2007 - May 2012
Citigroup 2007 - 2009
Skills
Wealth Management, Estate Planning, Series 7, Strategic Financial..., Retirement Planning, Asset Allocation, High Net Worth..., Portfolio Management, Asset Managment, Securities, Investments, Financial Modeling, Financial Services, Series 63, Equities
Education
Southwestern Law School 2011 — 2015
JD, Law
University of California, Los Angeles 1996 — 2000
BS, Sociology
Retired January 2014 - Present
Phipps Enterprises July 2007 - Present
Citigroup November 2000 - April 2006
Sears Holdings Corporation November 1969 - January 2000
SPS Payment Systems 1989 - 1999
Skills
Financial Services, Call Centers, Banking, Credit, Vendor Management, Credit Cards, Process Improvement, Financial Analysis, Risk Management
Education
University of California, Riverside
BS, Business Admin
UC Davis July 2008 - Present
Citigroup May 1999 - August 2005
Celadon Software June 1989 - May 1999
Skills
SAS, Java, JavaScript, JSP, jQuery, C++, Microsoft Visual Studio..., Software Development, Data Analysis, Database Design, SDLC, Agile Methodologies, Business Analysis, COBOL, PL/1, SQL, IDMS, DB2, IMS DB/DC, CICS, Oracle SQL Developer, MySQL, HTML5, CSS, Analysis, Customer Service, Programming, Testing, Research, Microsoft Excel, Project Management, C, Leadership
Education
University of California, Davis 2005 — 2008
BA, Economics/Statistics
Bank of Tokyo-Mitsubishi UFJ April 2012 - Present
CIT Group 2005 - 2010
GE Healthcare Financial Services 2003 - 2005
Citigroup 1988 - 2001
Education
University of California, Los Angeles
B.A., Political Science
Citigroup September 2014 - Present
HSBC September 2011 - September 2014
Mortgage Contracting Services February 2008 - September 2011
Skills
HUD, Foreclosures, REO, FHA, Operations Management, Process Improvement, Customer Service, Budgets, Short Sales, Leadership, Team Building, Strategic Planning, Analysis, Microsoft Excel, Negotiation, Contract Negotiation, Marketing, Selling, Loss Mitigation, Sales, Customer Satisfaction, Management, Recruiting, Vendor Management, Training, Mortgage Servicing, CRM, Banking, Loan Servicing, Finance
Education
University of Central Florida 2001 — 2005
Bachelor of Arts (B.A.), Psychology
Adecco Group September 2012 - Present
Good Samaritan Homes, Kohl’s Department Store, PPS Staffing November 2011 - July 2012
Pyramid Computers January 2009 - October 2010
H B Fuller April 2002 - June 2008
H B Fuller April 2001 - May 2008
Citigroup March 2000 - June 2001
Adecco/Olsten Staffing March 1997 - March 2000
Skills
Outlook, Word, Customer Service, Administration, Access, Microsoft Office, Spreadsheets, Typing, Excel, PowerPoint, Windows, XP, Budgeting, Administrative Support, Data Entry, Inventory Management, Retail, Documentation, Event Planning, Purchasing, Time Management, Telephone Skills, Writing, Real Estate, Accounts Receivable, Database Administration, Invoicing, Teamwork, Accounts Payable, Microsoft Word, Administrative..., Visio, Filing, Calendars, Office Management, Employee Relations, Confidentiality, Microsoft Excel, Payroll, Human Resources, Adobe Acrobat, Office Administration
Education
University of Cincinnati
BS, Humanities
Citigroup May 2002 - Present
Citigroup May 2001 - May 2002
TIG Insurance April 1999 - February 2001
PwC Financial Solutions, LLC October 1996 - April 1999
Skills
Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Insurance, Risk Management, Financial Reporting, Banking, Business Analysis, Strategic Financial..., Mergers & Acquisitions, Financial Services, Financial Risk, Internal Controls, Corporate Finance, Finance, Process Improvement
Education
University of California, Santa Barbara 1982 — 1986
BS, Business Economics
KidzJet December 2014 - Present
Citigroup March 2004 - September 2012
Deutsche Bank Securities June 2003 - March 2004
Swiss Re Capital Partners June 2001 - March 2003
Robertson Stephens, Inc. November 2000 - May 2001
Skills
Equity Research, Corporate Finance, Financial Analysis, Equity Valuation, Data Analysis, Strategy, Financial Modeling, Valuation, Real Estate, Analysis, Investment Banking, Capital Markets, Equities, Competitive Analysis, Investments, Business Analysis
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA, Finance, General
State University of Moldova, Moldova 1994 — 1999
Bachelor, German Linguistic & English
Citigroup 2003 - Present
Wedbush Securities 2002 - 2003
Houlihan Lokey 2001 - 2002
Vulcan Materials Company 1996 - 1999
Texaco 1994 - 1996
Skills
CFA Charter Holder, Passed California CPA..., Series 7, Series 63, Series 87, Equities, Equity Valuation, Equity Research, Financial Modeling, Investments, Valuation
Education
UCLA
Bachelor of Arts (BA)
USC Marshall School of Business
Master of Business Administration (MBA)
IBM Global Business Services 2011 - Present
FTA Business Multiplier, LLC October 2009 - April 2011
Dell 2010 - 2011
Citigroup 2006 - 2009
Florida International University 2003 - 2006
Capgemini Consulting 2000 - 2002
Ernst & Young 2000 - 2002
Skills
Organizational..., Leading Organizational..., Learning & Development..., Organizational Design, Management Consulting, Business Process..., Talent Management, Performance Management, Business Transformation, Program Management, Leadership Development, Succession Planning, Performance Improvement, Business Process..., Employee Engagement, Leadership, Strategy, Change Management, Consulting, ERP, Enterprise Software, Management, Training, Process Improvement
Education
Six Sigma American Academy 2008 — 2009
Gold Belt Certification, Six Sigma-Lean
ANTIOCH UNIVERSITY, LOS ANGELES 1996 — 1997
MASTER, Organizational Management
University of California, Los Angeles 1993 — 1995
International Marketing
Wells Fargo Bank - West Coast Business Banking Group May 2011 - Present
Wells Fargo Bank August 2010 - May 2011
Wells Fargo Financial June 2008 - August 2010
Washington Mutual, Inc. May 2006 - May 2008
Countrywide January 2005 - May 2006
Citigroup December 2001 - January 2005
Skills
Bilingual-Spanish, Credit, Loans, Banking, Portfolio Management, Financial Analysis, Finance, Financial Services, Underwriting, Sales, Management, Mergers & Acquisitions, Business Planning, Consumer Lending, Mortgage Lending, Small Business Lending, Loan Origination, Commercial Lending, Cross Selling
Education
University of California, Los Angeles 2000 — 2001
University of California, Santa Cruz 1996 — 2000
Industrial / Organizational Psychology
Essex Woodlands September 2013 - Present
Health Evolution Partners June 2012 - August 2012
Citigroup July 2008 - June 2011
Goldman Sachs June 2007 - September 2007
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
University of California, Los Angeles
B.S. Microbiology, B.A. Economics
Citi February 2013 - Present
Citi March 2008 - Present
Citi October 2009 - October 2010
Citi March 2008 - March 2010
Citi February 2002 - October 2005
Citigroup January 1991 - February 2002
Skills
Credit Cards, Financial Services
Education
University of Cincinnati 1985 — 1990
Bachelor's Degree, Finance & Management
Elder High School 1981 — 1985
High School