Citi Company
Industry: Financial services company
DescriptionCitibank is the consumer division of financial services multinational Citigroup. Citibank was founded in 1812 as the City Bank of New York, and later became First National City Bank of New York. Citibank provides credit cards, mortgages, personal loans, commercial loans, and lines of credit. Headquarters: New York City, New York, United States CEO: Barbara J. Desoer (Apr 1, 2014–) Parent organization: Citigroup Founded: June 16, 1812, New York City, New York, United States Subsidiaries: Citibank India, CitiMortgage Inc, Citibank Vietnam,
Citi List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citi. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Citi Salaries. You can even request information on how much does Citi pay if you want to. Learn about salaries, pros and cons of working for Citi directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,894 Citi employees in database. Find out everything there's to know about Citi employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citi Employees
Employee
Years
Job
Industry
Jeffrey Green Jeffrey Green's Citi Experience 1996 - 2002
Job Financial Advisor, Insurance Professional, International Specialist
Industry Financial Services
Experience
Empire Wealth Strategies January 2015 - Present
MetLife March 2013 - January 2015
AXA Financial September 2002 - June 2011
Citi 1996 - 2002
Skills
Insurance, Financial Services, Strategy, Employee Benefits, Leadership, Strategic Planning, Human Resources, Management, Business Development, Executive Management, Risk Management, Time Management
Education
Fordham University - Graduate School of Business Administration 1979 — 1980
State University of New York at Stony Brook 1974 — 1978
BA, Liberal Arts
Clarkstown High School 1970 — 1974
Empire Wealth Strategies January 2015 - Present
MetLife March 2013 - January 2015
AXA Financial September 2002 - June 2011
Citi 1996 - 2002
Skills
Insurance, Financial Services, Strategy, Employee Benefits, Leadership, Strategic Planning, Human Resources, Management, Business Development, Executive Management, Risk Management, Time Management
Education
Fordham University - Graduate School of Business Administration 1979 — 1980
State University of New York at Stony Brook 1974 — 1978
BA, Liberal Arts
Clarkstown High School 1970 — 1974
Bryce Nash Bryce Nash's Citi Experience June 2007 - November 2010
Job Senior Account Executive at Cartelligent
Industry Automotive
Experience
Cartelligent July 2015 - Present
Cartelligent December 2012 - Present
Comerica Bank November 2010 - November 2012
San Francisco State University June 2010 - May 2011
Citi June 2007 - November 2010
Citi June 2006 - June 2007
Citi November 2004 - June 2006
Skills
Microsoft Office, Loans, Funding, Cash, Customer Service, Financial Services, Sales, Deposits, Banking, Finance, Cash Management, Credit, Commercial Banking, Small Business Lending, Consumer Lending, Microsoft Excel, PowerPoint, Leadership, Strategic Planning, Sales Management, Account Management, Microsoft Word, Management
Education
San Francisco State University 2006 — 2011
Business Administration, International Business
Foothill College 2003 — 2006
Associates Degree, Individual Studies
Cartelligent July 2015 - Present
Cartelligent December 2012 - Present
Comerica Bank November 2010 - November 2012
San Francisco State University June 2010 - May 2011
Citi June 2007 - November 2010
Citi June 2006 - June 2007
Citi November 2004 - June 2006
Skills
Microsoft Office, Loans, Funding, Cash, Customer Service, Financial Services, Sales, Deposits, Banking, Finance, Cash Management, Credit, Commercial Banking, Small Business Lending, Consumer Lending, Microsoft Excel, PowerPoint, Leadership, Strategic Planning, Sales Management, Account Management, Microsoft Word, Management
Education
San Francisco State University 2006 — 2011
Business Administration, International Business
Foothill College 2003 — 2006
Associates Degree, Individual Studies
Hugh Donlon Hugh Donlon's Citi Experience 1985 - 2008
Job Chief Lending Officer at Astoria Bank
Industry Banking
Experience
Astoria Bank October 2014 - Present
KeyBank 2008 - 2014
Citi 1985 - 2008
Skills
Retail Banking, Management, Commercial Banking, Banking, Risk Management, Portfolio Management, Private Banking, Financial Services
Education
Fordham University - Graduate School of Business Administration 1987 — 1990
Master of Business Administration (MBA), Finance, General
Georgetown University 1981 — 1985
Bachelor of Arts (BA), Political Science and Government
Astoria Bank October 2014 - Present
KeyBank 2008 - 2014
Citi 1985 - 2008
Skills
Retail Banking, Management, Commercial Banking, Banking, Risk Management, Portfolio Management, Private Banking, Financial Services
Education
Fordham University - Graduate School of Business Administration 1987 — 1990
Master of Business Administration (MBA), Finance, General
Georgetown University 1981 — 1985
Bachelor of Arts (BA), Political Science and Government
Lu (Nicole) Chen, CPA, MBA's Citi Experience June 2008 - July 2011
Job Accounting Manager
Industry Banking
Experience
Klinger & Klinger, LLP January 2014 - Present
Ardour Capital Investments, LLC November 2012 - December 2013
GBA Admission Office, Fordham University May 2012 - August 2013
GE Capital January 2013 - May 2013
Student Managed Inverstment Funds August 2012 - April 2013
Vencon Management Inc. October 2012 - January 2013
Global Healthcare Innovation Management Center January 2012 - August 2012
Citi June 2008 - July 2011
Skills
Bloomberg, Financial Statement..., Excel VBA, SPSS, SAS, FactSet, Corporate Valuation, M&A analysis, Valuation, Equity Research, Pitch books writing, VBA, Financial Modeling, Financial Statements, Portfolio Management, Financial Markets, Venture Capital, Financial Analysis, Mutual Funds, Investments, Capital IQ, Backtesting, Data Analysis, Conference Interpreting, Trading, Competitive Analysis, Bloomberg Terminal, Wealth Management, Equities, Analysis, Corporate Finance, Bonds, Asset Allocation, Business Valuation
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance & Professional Accounting, Cumulative 3.6/4.0 Major GPA 3.8/4.0
Guangdong University of Foreign Studies 2005 — 2009
BS, Language &Business
Klinger & Klinger, LLP January 2014 - Present
Ardour Capital Investments, LLC November 2012 - December 2013
GBA Admission Office, Fordham University May 2012 - August 2013
GE Capital January 2013 - May 2013
Student Managed Inverstment Funds August 2012 - April 2013
Vencon Management Inc. October 2012 - January 2013
Global Healthcare Innovation Management Center January 2012 - August 2012
Citi June 2008 - July 2011
Skills
Bloomberg, Financial Statement..., Excel VBA, SPSS, SAS, FactSet, Corporate Valuation, M&A analysis, Valuation, Equity Research, Pitch books writing, VBA, Financial Modeling, Financial Statements, Portfolio Management, Financial Markets, Venture Capital, Financial Analysis, Mutual Funds, Investments, Capital IQ, Backtesting, Data Analysis, Conference Interpreting, Trading, Competitive Analysis, Bloomberg Terminal, Wealth Management, Equities, Analysis, Corporate Finance, Bonds, Asset Allocation, Business Valuation
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance & Professional Accounting, Cumulative 3.6/4.0 Major GPA 3.8/4.0
Guangdong University of Foreign Studies 2005 — 2009
BS, Language &Business
Devyani Mehta Devyani Mehta's Citi Experience January 2014 - Present
Job Vice President Consumer Marketing
Industry Marketing and Advertising
Experience
Citi January 2014 - Present
American Express March 2011 - June 2012
American Express September 2010 - February 2011
NBC Universal May 2009 - October 2009
Fordham University September 2008 - May 2009
A&E Television Networks June 2008 - August 2008
News Corporation - Star India Private Limited March 1999 - January 2004
Skills
Marketing Strategy, Digital Strategy, Customer Segmentation..., Loyalty Marketing, Customer Retention, Consumer Marketing, Customer Engagement, Customer Lifecycle...
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
M.B.A, Marketing & Media Communication
Citi January 2014 - Present
American Express March 2011 - June 2012
American Express September 2010 - February 2011
NBC Universal May 2009 - October 2009
Fordham University September 2008 - May 2009
A&E Television Networks June 2008 - August 2008
News Corporation - Star India Private Limited March 1999 - January 2004
Skills
Marketing Strategy, Digital Strategy, Customer Segmentation..., Loyalty Marketing, Customer Retention, Consumer Marketing, Customer Engagement, Customer Lifecycle...
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
M.B.A, Marketing & Media Communication
Ron Auriana Ron Auriana's Citi Experience 1987 - 1999
Job Head of Global Facilities & Design
Industry Facilities Services
Experience
Bloomberg LP May 2005 - 2014
Lehman Brothers 1999 - 2005
Citi 1987 - 1999
Skills
Facilities Management, Real Estate, Contract Negotiation, Due Diligence, Budgets, Asset Management, Contract Management, Corporate Real Estate, Financial Analysis, Vendor Management, Project Management, Operations Management, Strategic Planning, Mergers & Acquisitions, Architectural Design, Property Management, Construction Management, Site Relocation, Change Management, Hospitality, Food Service, Negotiation, Project Planning, Management, Leadership
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA
Fordham University 1983 — 1987
BS
Bloomberg LP May 2005 - 2014
Lehman Brothers 1999 - 2005
Citi 1987 - 1999
Skills
Facilities Management, Real Estate, Contract Negotiation, Due Diligence, Budgets, Asset Management, Contract Management, Corporate Real Estate, Financial Analysis, Vendor Management, Project Management, Operations Management, Strategic Planning, Mergers & Acquisitions, Architectural Design, Property Management, Construction Management, Site Relocation, Change Management, Hospitality, Food Service, Negotiation, Project Planning, Management, Leadership
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA
Fordham University 1983 — 1987
BS
Kathy Weiss Kathy Weiss's Citi Experience May 1986 - March 1992
Job Executive Support Analyst
Industry Management Consulting
Experience
Accenture October 2012 - Present
Raytheon September 2011 - May 2012
Capital Group July 2002 - February 2009
Honeywell March 2000 - October 2001
HELISYS, INC February 1996 - July 1999
Helisys 1996 - 1999
Herbalife International January 1993 - January 1996
Citi May 1986 - March 1992
Xerox July 1979 - May 1983
Northwestern Mutual August 1978 - July 1979
Skills
Lotus Notes, Word, PowerPoint, Excel, Calendars, Administrative Support, Spreadsheets, Outlook, Typing, Data Entry, Telephone Skills, Administrative..., Visio, Microsoft Word, Microsoft Office, Calendaring, Microsoft Excel, Process Scheduler, Travel Arrangements
Education
Monroe Community College 1975 — 1977
A.A.S., Office Technology—Administrative Office Assistant
Foothill College 1983 — 1984
English and mathematics
University of Rochester 1982 — 1983
Economics, Sociology, and Psychology
Accenture October 2012 - Present
Raytheon September 2011 - May 2012
Capital Group July 2002 - February 2009
Honeywell March 2000 - October 2001
HELISYS, INC February 1996 - July 1999
Helisys 1996 - 1999
Herbalife International January 1993 - January 1996
Citi May 1986 - March 1992
Xerox July 1979 - May 1983
Northwestern Mutual August 1978 - July 1979
Skills
Lotus Notes, Word, PowerPoint, Excel, Calendars, Administrative Support, Spreadsheets, Outlook, Typing, Data Entry, Telephone Skills, Administrative..., Visio, Microsoft Word, Microsoft Office, Calendaring, Microsoft Excel, Process Scheduler, Travel Arrangements
Education
Monroe Community College 1975 — 1977
A.A.S., Office Technology—Administrative Office Assistant
Foothill College 1983 — 1984
English and mathematics
University of Rochester 1982 — 1983
Economics, Sociology, and Psychology
Jessica Feng Jessica Feng's Citi Experience June 2014 - Present
Job Global Securitized Products Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Skills
Quantitative Finance, Financial Modeling, Fixed Income, Derivatives, Econometrics, Statistics, Matlab, VBA, Java, C++, SAS, SQL, Portfolio Management, Risk Management, Simulations, Stochastic Processes, Quantitative Analytics, C, Python, HTML, JavaScript, CSS, PHP, Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Mandarin, Photoshop
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Quantitative Finance
University of Rochester 2008 — 2012
Bachelor of Arts (BA), Computer Science & Financial Economics, Minor in Japanese
Citi June 2014 - Present
Skills
Quantitative Finance, Financial Modeling, Fixed Income, Derivatives, Econometrics, Statistics, Matlab, VBA, Java, C++, SAS, SQL, Portfolio Management, Risk Management, Simulations, Stochastic Processes, Quantitative Analytics, C, Python, HTML, JavaScript, CSS, PHP, Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Mandarin, Photoshop
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Quantitative Finance
University of Rochester 2008 — 2012
Bachelor of Arts (BA), Computer Science & Financial Economics, Minor in Japanese
Doug Muscillo's Citi Experience May 2010 - June 2013
Job Corporate Vice President at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company June 2013 - Present
Citi May 2010 - June 2013
DTCC October 2009 - April 2010
JPMorgan Asset Management April 2003 - October 2009
Instinet 2000 - 2003
Seligman 1992 - 2000
Skills
Equities, Fixed Income, Vendor Management, PMO, Asset Managment, Project Portfolio..., Project Management, Mutual Funds, Middle Office, Alternative Investments, Program Management, SDLC, Market Data, Portfolio Management, Asset Management, CRM, Trading Systems, Financial Services, Business Analysis, ITIL, Analysis
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Information Technology and Marketing
The George Washington University 1985 — 1989
BA, Communicaitons
New York Life Insurance Company June 2013 - Present
Citi May 2010 - June 2013
DTCC October 2009 - April 2010
JPMorgan Asset Management April 2003 - October 2009
Instinet 2000 - 2003
Seligman 1992 - 2000
Skills
Equities, Fixed Income, Vendor Management, PMO, Asset Managment, Project Portfolio..., Project Management, Mutual Funds, Middle Office, Alternative Investments, Program Management, SDLC, Market Data, Portfolio Management, Asset Management, CRM, Trading Systems, Financial Services, Business Analysis, ITIL, Analysis
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Information Technology and Marketing
The George Washington University 1985 — 1989
BA, Communicaitons
Xinyu Xiao Xinyu Xiao's Citi Experience January 2011 - February 2011
Job Data Analyst, Marketing Researcher, Master Candidate at Fordham University
Industry Information Technology and Services
Experience
Walmart Global Sourcing April 2015 - Present
Walmart Global Sourcing April 2015 - Present
Ekonow LED lighting March 2014 - Present
Shenzhen Yiho Technology Co.Ltd March 2013 - May 2013
China Merchants Bank July 2012 - August 2012
Citi January 2011 - February 2011
Skills
SPSS, Data Analysis, Data Mining, Data Warehousing, Access, Logistics Management, SQL, Corporate Finance, Cognos, Competitive Analysis, Finance, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Business Analytics, Data Modeling/Warehousing and Database Administration
Guangdong University of Foreign Studies 2009 — 2012
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management, Finance
Walmart Global Sourcing April 2015 - Present
Walmart Global Sourcing April 2015 - Present
Ekonow LED lighting March 2014 - Present
Shenzhen Yiho Technology Co.Ltd March 2013 - May 2013
China Merchants Bank July 2012 - August 2012
Citi January 2011 - February 2011
Skills
SPSS, Data Analysis, Data Mining, Data Warehousing, Access, Logistics Management, SQL, Corporate Finance, Cognos, Competitive Analysis, Finance, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Business Analytics, Data Modeling/Warehousing and Database Administration
Guangdong University of Foreign Studies 2009 — 2012
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management, Finance
Nicholas Moustakis, MBA Nicholas Moustakis, MBA's Citi Experience December 2009 - October 2012
Job
Industry Financial Services
Experience
JPMorgan Chase October 2012 - Present
Citi December 2009 - October 2012
Deutsche Bank June 2004 - January 2009
Standard & Poor's June 2002 - June 2004
American Express 1998 - 2002
Bristol-Myers Squibb 1996 - 1998
Skills
Hedge Funds, Financial Modeling, Capital Markets, Bloomberg, Valuation, Equities, Financial Analysis, Alternative Investments, Asset Managment, Investments, Oracle Financial, Hyperion Reports, Business Objects, SAP BI, Corporate Financial..., Strategic Financial..., Business Valuation, Month End Close, Financial Reporting, Variance Analysis, Finance, Cross-functional Team..., Budgets
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance & Marketing
New York University - Leonard N. Stern School of Business 1992 — 1996
Bachelors of Science, Finance & International Business
Benjamin Cardozo HS 1988 — 1992
Davinci Law program
St Nicholas
JPMorgan Chase October 2012 - Present
Citi December 2009 - October 2012
Deutsche Bank June 2004 - January 2009
Standard & Poor's June 2002 - June 2004
American Express 1998 - 2002
Bristol-Myers Squibb 1996 - 1998
Skills
Hedge Funds, Financial Modeling, Capital Markets, Bloomberg, Valuation, Equities, Financial Analysis, Alternative Investments, Asset Managment, Investments, Oracle Financial, Hyperion Reports, Business Objects, SAP BI, Corporate Financial..., Strategic Financial..., Business Valuation, Month End Close, Financial Reporting, Variance Analysis, Finance, Cross-functional Team..., Budgets
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance & Marketing
New York University - Leonard N. Stern School of Business 1992 — 1996
Bachelors of Science, Finance & International Business
Benjamin Cardozo HS 1988 — 1992
Davinci Law program
St Nicholas
Aneesha Krishnakumar Aneesha Krishnakumar's Citi Experience June 2014 - August 2014
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Fordham University - Graduate School of Business Administration September 2014 - May 2015
Gopaldas.net December 2014 - March 2015
Citi June 2014 - August 2014
Rutgers University January 2014 - May 2014
L&T Infotech May 2012 - August 2012
Skills
Microsoft Office, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Stata, SAS, Data Analysis, SPSS, SQL, Google Analytics, SWOT analysis, K-Cluster Analysis, Hierarchical Cluster..., ANOVA Testing, T-tests, Qualtrics, Final Cut Pro, Avid Media Composer, iNews, iMovie, R, Cognos, Data Mining, Leadership, Research, Public Speaking, Market Research
Education
Fordham Gabelli School of Business 2014 — 2015
Master of Science (M.S.), Marketing Intelligence, GPA 3.964/4.0
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Economics and Journalism and Media Studies
Fordham University - Graduate School of Business Administration September 2014 - May 2015
Gopaldas.net December 2014 - March 2015
Citi June 2014 - August 2014
Rutgers University January 2014 - May 2014
L&T Infotech May 2012 - August 2012
Skills
Microsoft Office, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Stata, SAS, Data Analysis, SPSS, SQL, Google Analytics, SWOT analysis, K-Cluster Analysis, Hierarchical Cluster..., ANOVA Testing, T-tests, Qualtrics, Final Cut Pro, Avid Media Composer, iNews, iMovie, R, Cognos, Data Mining, Leadership, Research, Public Speaking, Market Research
Education
Fordham Gabelli School of Business 2014 — 2015
Master of Science (M.S.), Marketing Intelligence, GPA 3.964/4.0
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Economics and Journalism and Media Studies
Josh Weisler Josh Weisler's Citi Experience December 2009 - January 2011
Job Experienced Digital Marketing Professional
Industry Internet
Experience
Kaplan Test Prep and Admissions November 2012 - Present
E*TRADE Financial February 2012 - September 2012
ooVoo January 2011 - February 2012
Citi December 2009 - January 2011
Citi June 2006 - December 2009
Citi August 2003 - June 2006
Cablevision September 2001 - August 2003
DealTime, Inc. June 2000 - April 2001
FortuneCity.com, Inc. May 1999 - July 2000
Smith, Bucklin & Associations 1997 - 1998
Skills
SEO, Online Marketing, Mobile Marketing, Digital Strategy, Mobile, Innovation Management, Mobile Devices, Online Advertising, Marketing Strategy, E-commerce, Business Strategy, Product Development, Marketing, Team Management, Analytics, Strategic Partnerships, Mobile Advertising, Product Management, Web Analytics, Lead Generation, Competitive Analysis, Product Marketing, Digital Media, Interactive Marketing, Business Development, Multi-channel Marketing, Marketing Management, Digital Marketing, Customer Acquisition, Customer Experience, SEM, Cross-functional Team..., Integrated Marketing, Google Analytics, Strategy, Emerging Technologies, PPC, Strategic Planning, Vendor Relationships
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Marketing
University of Wisconsin-Madison 1991 — 1995
BA, Communication Arts
Kaplan Test Prep and Admissions November 2012 - Present
E*TRADE Financial February 2012 - September 2012
ooVoo January 2011 - February 2012
Citi December 2009 - January 2011
Citi June 2006 - December 2009
Citi August 2003 - June 2006
Cablevision September 2001 - August 2003
DealTime, Inc. June 2000 - April 2001
FortuneCity.com, Inc. May 1999 - July 2000
Smith, Bucklin & Associations 1997 - 1998
Skills
SEO, Online Marketing, Mobile Marketing, Digital Strategy, Mobile, Innovation Management, Mobile Devices, Online Advertising, Marketing Strategy, E-commerce, Business Strategy, Product Development, Marketing, Team Management, Analytics, Strategic Partnerships, Mobile Advertising, Product Management, Web Analytics, Lead Generation, Competitive Analysis, Product Marketing, Digital Media, Interactive Marketing, Business Development, Multi-channel Marketing, Marketing Management, Digital Marketing, Customer Acquisition, Customer Experience, SEM, Cross-functional Team..., Integrated Marketing, Google Analytics, Strategy, Emerging Technologies, PPC, Strategic Planning, Vendor Relationships
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Marketing
University of Wisconsin-Madison 1991 — 1995
BA, Communication Arts
Glen Gregorio Glen Gregorio's Citi Experience October 2013 - Present
Job Director, Credit Trading at Citigroup
Industry Capital Markets
Experience
Citi October 2013 - Present
BNP Paribas August 2010 - July 2013
Deutsche Bank June 2002 - July 2010
Skills
Fixed Income, Trading, Credit Derivatives, High Yield Bonds, Structured Products, Risk Management, Market Making, Investment Banking, Credit Analysis, Team Management, Recruiting, Bloomberg, Hedge Funds, Asset Management, Syndicate, Capital Markets, CDS, Market Risk, Investment Management, Institutional..., Institutional Sales, Trading Systems, Business Strategy, Team Building, Trading Operations, Front Office, Debt & Equity Financing, Capital Structure, Credit Trading, Credit
Education
Fordham Gabelli School of Business 1998 — 2002
Bachelor of Science (B.S.), Business Administration (Dual Concentration:Finance, Marketing)
Citi October 2013 - Present
BNP Paribas August 2010 - July 2013
Deutsche Bank June 2002 - July 2010
Skills
Fixed Income, Trading, Credit Derivatives, High Yield Bonds, Structured Products, Risk Management, Market Making, Investment Banking, Credit Analysis, Team Management, Recruiting, Bloomberg, Hedge Funds, Asset Management, Syndicate, Capital Markets, CDS, Market Risk, Investment Management, Institutional..., Institutional Sales, Trading Systems, Business Strategy, Team Building, Trading Operations, Front Office, Debt & Equity Financing, Capital Structure, Credit Trading, Credit
Education
Fordham Gabelli School of Business 1998 — 2002
Bachelor of Science (B.S.), Business Administration (Dual Concentration:Finance, Marketing)
Nick Forte's Citi Experience September 2012 - March 2014
Job Director of Enterprise Architecture at Realogy Holdings Corp.
Industry Information Technology and Services
Experience
Realogy Holdings Corp. March 2015 - Present
Datlytics May 2014 - March 2015
Citi September 2012 - March 2014
Wyndham Worldwide July 2007 - September 2012
Cendant Corp January 2002 - June 2006
SinglePoint Financial (Cofiniti) August 1998 - September 2001
AT&T Wireless June 1995 - April 1998
Skills
Software Development, Enterprise Architecture, Social Media, Cloud Computing, Mobile Solutions, CRM software, BPM Solutions, Middleware, Messaging, Call Center, SOA Governance, CRM, Business Process Design, Solutions Marketing, Integration, Strategy, Business Intelligence, Business Analysis, ITIL, IT Strategy, SDLC, SOA, Vendor Management, Data Warehousing, PMO, SharePoint, Enterprise Software, Agile Methodologies, Professional Services, Risk Management, Data Center, Analytics, IT Management, Solution Architecture, E-commerce, Leadership, SaaS, Project Portfolio..., Governance, Software Project..., Business Process, Management, Disaster Recovery, Architecture, Outsourcing, Information Technology, Analysis, Cross-functional Team..., Infrastructure, Requirements Analysis
Education
Fordham Gabelli School of Business 1990 — 1995
MBA, Inv Management
Seton Hall University 1984 — 1988
BS, Finance
Realogy Holdings Corp. March 2015 - Present
Datlytics May 2014 - March 2015
Citi September 2012 - March 2014
Wyndham Worldwide July 2007 - September 2012
Cendant Corp January 2002 - June 2006
SinglePoint Financial (Cofiniti) August 1998 - September 2001
AT&T Wireless June 1995 - April 1998
Skills
Software Development, Enterprise Architecture, Social Media, Cloud Computing, Mobile Solutions, CRM software, BPM Solutions, Middleware, Messaging, Call Center, SOA Governance, CRM, Business Process Design, Solutions Marketing, Integration, Strategy, Business Intelligence, Business Analysis, ITIL, IT Strategy, SDLC, SOA, Vendor Management, Data Warehousing, PMO, SharePoint, Enterprise Software, Agile Methodologies, Professional Services, Risk Management, Data Center, Analytics, IT Management, Solution Architecture, E-commerce, Leadership, SaaS, Project Portfolio..., Governance, Software Project..., Business Process, Management, Disaster Recovery, Architecture, Outsourcing, Information Technology, Analysis, Cross-functional Team..., Infrastructure, Requirements Analysis
Education
Fordham Gabelli School of Business 1990 — 1995
MBA, Inv Management
Seton Hall University 1984 — 1988
BS, Finance
Carol A. Ferrara Carol A. Ferrara's Citi Experience 2007 - Present
Job Financial Professional
Industry Financial Services
Experience
Citi 2007 - Present
Miller & Associates2004 June 2004 - January 2007
Prudential Securities / Wachovia Securities 1999 - 2005
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Series 63, Financial Services, Investments, Leadership, Management, Mutual Funds, Project Management, Strategy, Training, Cross-functional Team..., Business Development
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General - Executive MBA Program
Marist College
Bachelor's Degree, Finance, General
St Margaret's of Cortona
Citi 2007 - Present
Miller & Associates2004 June 2004 - January 2007
Prudential Securities / Wachovia Securities 1999 - 2005
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Series 63, Financial Services, Investments, Leadership, Management, Mutual Funds, Project Management, Strategy, Training, Cross-functional Team..., Business Development
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General - Executive MBA Program
Marist College
Bachelor's Degree, Finance, General
St Margaret's of Cortona
Atidrip Modak Atidrip Modak's Citi Experience July 2015 - Present
Job Senior Associate (Oil & Gas) at Citi
Industry Oil & Energy
Experience
Citi July 2015 - Present
Topeka Capital Markets, Inc January 2015 - May 2015
Essar Energy Plc. May 2014 - July 2014
Essar Oil Limited January 2012 - July 2013
Essar Oil Limited August 2011 - December 2011
Schlumberger June 2010 - July 2010
ONGC December 2009 - December 2009
Skills
Petroleum, Upstream, Gas, Petroleum Engineering, Oil/Gas, Procurement, SAP MM Module, Project Management, Purchasing, Procurement Contracts, Contract Negotiation, Project Planning, Financial Accounting, Financial Modeling, Corporate Finance, Oil & Gas, Management, Energy
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Accounting
Pandit Deendayal Petroleum University 2007 — 2011
Bachelor's Degree, Petroleum Engineering
University of Houston 2010 — 2010
Exchange program, Petroleum Engineering
Citi July 2015 - Present
Topeka Capital Markets, Inc January 2015 - May 2015
Essar Energy Plc. May 2014 - July 2014
Essar Oil Limited January 2012 - July 2013
Essar Oil Limited August 2011 - December 2011
Schlumberger June 2010 - July 2010
ONGC December 2009 - December 2009
Skills
Petroleum, Upstream, Gas, Petroleum Engineering, Oil/Gas, Procurement, SAP MM Module, Project Management, Purchasing, Procurement Contracts, Contract Negotiation, Project Planning, Financial Accounting, Financial Modeling, Corporate Finance, Oil & Gas, Management, Energy
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Accounting
Pandit Deendayal Petroleum University 2007 — 2011
Bachelor's Degree, Petroleum Engineering
University of Houston 2010 — 2010
Exchange program, Petroleum Engineering
Monette Ablan Monette Ablan's Citi Experience July 2014 - Present
Job Director, Compensation at Citi
Industry Financial Services
Experience
Citi July 2014 - Present
Citi September 2011 - July 2014
Dow Jones 2008 - 2011
Dow Jones 2004 - 2008
Dow Jones 2003 - 2004
Dow Jones 1999 - 2003
Lockheed Martin IMS 1998 - 1999
Price Waterhouse Coopers 1997 - 1998
SGV Consulting -- Manila, Philippines (Member of Arthur Andersen) 1993 - 1996
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA
University of the Philippines 1988 — 1992
BS, Statistics
Citi July 2014 - Present
Citi September 2011 - July 2014
Dow Jones 2008 - 2011
Dow Jones 2004 - 2008
Dow Jones 2003 - 2004
Dow Jones 1999 - 2003
Lockheed Martin IMS 1998 - 1999
Price Waterhouse Coopers 1997 - 1998
SGV Consulting -- Manila, Philippines (Member of Arthur Andersen) 1993 - 1996
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA
University of the Philippines 1988 — 1992
BS, Statistics
Greg Sassone Greg Sassone's Citi Experience January 1999 - July 2012
Job Vice President, Product Global Virtual Payments
Industry Financial Services
Experience
WEX September 2015 - Present
MasterCard July 2012 - August 2015
Citi January 1999 - July 2012
Ernst & Young March 1998 - January 1999
Skills
Analytics, Business Strategy, CRM, Cross-functional Team..., Customer Acquisition, Marketing, P, Product Development, Product Management, Project Management, Strategic Planning, Strategy
Education
Fordham Gabelli School of Business
MBA, Business Management
Stony Brook University
BA, Economics
WEX September 2015 - Present
MasterCard July 2012 - August 2015
Citi January 1999 - July 2012
Ernst & Young March 1998 - January 1999
Skills
Analytics, Business Strategy, CRM, Cross-functional Team..., Customer Acquisition, Marketing, P, Product Development, Product Management, Project Management, Strategic Planning, Strategy
Education
Fordham Gabelli School of Business
MBA, Business Management
Stony Brook University
BA, Economics
Yan Dubin's Citi Experience July 2013 - July 2014
Job Career / Executive Coach at DubinCoaching
Industry Professional Training & Coaching
Experience
DubinCoaching July 2014 - Present
DYT Advisors LLC January 2013 - Present
Citi July 2013 - July 2014
Willett Advisors LLC April 2010 - January 2013
Quadrangle Group August 2008 - April 2010
SeaView Advisors, LLC June 2007 - August 2008
Perry Capital July 2004 - February 2007
Skills
Career Transitioning, Career Development..., Co-Active Coaching, Leadership Development, Work Life Balance, Life Coaching, Career Assessment, Executive Coaching, Accounting, Investran, Private Equity, Hedge Funds, MBTI, Social Media Marketing, Fund Accounting, Family Office, Tax, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Financial Statements, Corporate Finance, Portfolio Management, Month End Close, Performance Management, Business Process..., Due Diligence, Finance, Investments, Analysis, Consulting, Coaching, Talent Management, Talent Acquisition, Career Development
Education
The Coaches Training Institute 2014 — 2014
Coach Training
Fordham University - Graduate School of Business Administration 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Pace University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
james madison high school 1991 — 1995
DubinCoaching July 2014 - Present
DYT Advisors LLC January 2013 - Present
Citi July 2013 - July 2014
Willett Advisors LLC April 2010 - January 2013
Quadrangle Group August 2008 - April 2010
SeaView Advisors, LLC June 2007 - August 2008
Perry Capital July 2004 - February 2007
Skills
Career Transitioning, Career Development..., Co-Active Coaching, Leadership Development, Work Life Balance, Life Coaching, Career Assessment, Executive Coaching, Accounting, Investran, Private Equity, Hedge Funds, MBTI, Social Media Marketing, Fund Accounting, Family Office, Tax, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Financial Statements, Corporate Finance, Portfolio Management, Month End Close, Performance Management, Business Process..., Due Diligence, Finance, Investments, Analysis, Consulting, Coaching, Talent Management, Talent Acquisition, Career Development
Education
The Coaches Training Institute 2014 — 2014
Coach Training
Fordham University - Graduate School of Business Administration 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Pace University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
james madison high school 1991 — 1995
Kevin Green Kevin Green's Citi Experience 2009 - June 2012
Job Head of Global Market Data at York Capital Management
Industry Financial Services
Experience
York Capital Management 2012 - Present
Citi 2009 - June 2012
Interactive Data 2008 - 2009
Bear Stearns 2003 - 2008
Telerate 2001 - 2003
Skills
Market Data, Electronic Trading, Trading Systems, Fixed Income, Bloomberg, Equities, Capital Markets, Trading, Reference Data, Back Office, Financial Markets, Portfolio Management, Corporate Actions, Securities, Asset Managment, Middle Office, Equity Trading, Bloomberg Terminal, Derivatives, Options, Hedge Funds, Investment Banking, FX Options, Equity Derivatives, Credit Derivatives, Low Latency, Prime Brokerage, Financial Services, Alternative Investments, Exchange Connectivity, Bonds, Market Risk, Asset Management
Education
Fordham University
BS, Finance
Fordham University - Graduate School of Business Administration
MBA, Information Technology
York Capital Management 2012 - Present
Citi 2009 - June 2012
Interactive Data 2008 - 2009
Bear Stearns 2003 - 2008
Telerate 2001 - 2003
Skills
Market Data, Electronic Trading, Trading Systems, Fixed Income, Bloomberg, Equities, Capital Markets, Trading, Reference Data, Back Office, Financial Markets, Portfolio Management, Corporate Actions, Securities, Asset Managment, Middle Office, Equity Trading, Bloomberg Terminal, Derivatives, Options, Hedge Funds, Investment Banking, FX Options, Equity Derivatives, Credit Derivatives, Low Latency, Prime Brokerage, Financial Services, Alternative Investments, Exchange Connectivity, Bonds, Market Risk, Asset Management
Education
Fordham University
BS, Finance
Fordham University - Graduate School of Business Administration
MBA, Information Technology
Harry Gruber Harry Gruber's Citi Experience January 2014 - September 2014
Job Project Manager at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management October 2014 - Present
Citi January 2014 - September 2014
Citigroup March 2010 - April 2013
Bank of America December 2009 - March 2010
AllianceBernstein June 2007 - October 2008
Citigroup July 2006 - April 2007
Credit Suisse February 2004 - June 2006
Pershing September 1999 - June 2003
Salomon Brothers 1997 - 1999
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Queens College
BA, Economics
Barclays Wealth and Investment Management October 2014 - Present
Citi January 2014 - September 2014
Citigroup March 2010 - April 2013
Bank of America December 2009 - March 2010
AllianceBernstein June 2007 - October 2008
Citigroup July 2006 - April 2007
Credit Suisse February 2004 - June 2006
Pershing September 1999 - June 2003
Salomon Brothers 1997 - 1999
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Queens College
BA, Economics
Gail Natoli Gail Natoli's Citi Experience January 1990 - June 2008
Job Senior Human Resources Business Partner at SABIC
Industry Chemicals
Experience
SABIC 2014 - Present
TD Ameritrade July 2010 - October 2012
TMP Worldwide 2008 - June 2010
Citi January 1990 - June 2008
Skills
Talent Management, Performance Management, Talent Acquisition, Strategy, Management, Succession Planning, Deferred Compensation, Personnel Management, Mergers & Acquisitions, Onboarding, CRM, Human Resources, Employee Relations, Recruiting, Workforce Planning, Employee Engagement, HRIS, Organizational Design, Organizational..., Financial Services, Applicant Tracking..., Employee Benefits, PeopleSoft, HR Policies, Organizational..., Benefits Administration, College Recruiting, Executive Coaching, Executive Search, Employer Branding
Education
Fordham University - Graduate School of Business Administration 1978 — 1981
Master of Business Administration (MBA), Finance, General
University of Maryland College Park
Bachelor of Arts (B.A.)
SABIC 2014 - Present
TD Ameritrade July 2010 - October 2012
TMP Worldwide 2008 - June 2010
Citi January 1990 - June 2008
Skills
Talent Management, Performance Management, Talent Acquisition, Strategy, Management, Succession Planning, Deferred Compensation, Personnel Management, Mergers & Acquisitions, Onboarding, CRM, Human Resources, Employee Relations, Recruiting, Workforce Planning, Employee Engagement, HRIS, Organizational Design, Organizational..., Financial Services, Applicant Tracking..., Employee Benefits, PeopleSoft, HR Policies, Organizational..., Benefits Administration, College Recruiting, Executive Coaching, Executive Search, Employer Branding
Education
Fordham University - Graduate School of Business Administration 1978 — 1981
Master of Business Administration (MBA), Finance, General
University of Maryland College Park
Bachelor of Arts (B.A.)
Heather Henderson Heather Henderson's Citi Experience June 1987 - March 1999
Job Vice Chair Board of Directors at Abingdon Theatre Company
Industry Nonprofit Organization Management
Experience
Valley Animal Hospital LLP March 2015 - Present
Abingdon Theatre Company March 2015 - Present
Abingdon Theatre Company December 2012 - March 2015
Abingdon Theatre Company June 2011 - December 2012
UBS January 2009 - October 2009
Merrill Lynch June 2006 - January 2009
St. Vincent Martyr Elementary School March 2003 - June 2006
Atriax LLC October 2001 - April 2002
Citi June 1987 - March 1999
Skills
Budgets, Public Speaking, Microsoft Word, Research, Editing, Social Media, Teaching, Entertainment, Theatre, Endowments
Education
Fairleigh Dickinson University-College at Florham 2003 — 2005
Master of Arts, Education, K-8 Spanish
Fordham University - Graduate School of Business Administration 2000 — 2001
Master of Business Administration (MBA), Accounting and Finance
The George Washington University 1983 — 1987
Bachelor of Arts (B.A.), International Relations and Affairs
Valley Animal Hospital LLP March 2015 - Present
Abingdon Theatre Company March 2015 - Present
Abingdon Theatre Company December 2012 - March 2015
Abingdon Theatre Company June 2011 - December 2012
UBS January 2009 - October 2009
Merrill Lynch June 2006 - January 2009
St. Vincent Martyr Elementary School March 2003 - June 2006
Atriax LLC October 2001 - April 2002
Citi June 1987 - March 1999
Skills
Budgets, Public Speaking, Microsoft Word, Research, Editing, Social Media, Teaching, Entertainment, Theatre, Endowments
Education
Fairleigh Dickinson University-College at Florham 2003 — 2005
Master of Arts, Education, K-8 Spanish
Fordham University - Graduate School of Business Administration 2000 — 2001
Master of Business Administration (MBA), Accounting and Finance
The George Washington University 1983 — 1987
Bachelor of Arts (B.A.), International Relations and Affairs
Renee Lanza-Mattson's Citi Experience August 2004 - June 2006
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
BNY Mellon June 2013 - May 2015
BNY Mellon June 2006 - June 2013
Citi August 2004 - June 2006
Deutsche Bank June 2001 - August 2004
The Bank of New York January 2001 - June 2001
Chase Manhattan Bank June 1994 - December 2000
Skills
Internal Audit, Compliance Testing, Compliance, Regulatory Requirements, Global Regulatory..., Internal Controls, Dodd-Frank, Compliance Regulations, Retail Banking, Corporate Trust, Global Custody, Wealth Management, Transfer Agency, Escheatment, Privacy Compliance, Insider Trading, Anti-corruption, Anti Money Laundering, Auditing, Management
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
Master of Business Administration (MBA), Information & Communications Systems with International Business Designation, 3.8/4.0
St. John's University 1990 — 1994
Bachelor of Science (BS), Accounting, 3.4/4.0
JPMorgan Chase & Co. May 2015 - Present
BNY Mellon June 2013 - May 2015
BNY Mellon June 2006 - June 2013
Citi August 2004 - June 2006
Deutsche Bank June 2001 - August 2004
The Bank of New York January 2001 - June 2001
Chase Manhattan Bank June 1994 - December 2000
Skills
Internal Audit, Compliance Testing, Compliance, Regulatory Requirements, Global Regulatory..., Internal Controls, Dodd-Frank, Compliance Regulations, Retail Banking, Corporate Trust, Global Custody, Wealth Management, Transfer Agency, Escheatment, Privacy Compliance, Insider Trading, Anti-corruption, Anti Money Laundering, Auditing, Management
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
Master of Business Administration (MBA), Information & Communications Systems with International Business Designation, 3.8/4.0
St. John's University 1990 — 1994
Bachelor of Science (BS), Accounting, 3.4/4.0
Vic Bulzacchelli Vic Bulzacchelli's Citi Experience September 2013 - Present
Job Director at Citi
Industry Banking
Experience
Citi September 2013 - Present
Federal Reserve Bank of New York November 2011 - September 2013
Goldman Sachs August 2010 - October 2011
Goldman Sachs March 2009 - July 2010
JPMorgan Chase July 2008 - February 2009
Bear Stearns January 2000 - June 2008
Bank of Tokyo-Mitsubishi 1991 - 1999
Bank of New York 1987 - 1991
Skills
Credit Risk, Corporate Finance, Client Relationship..., Fixed Income, Capital Markets, Credit Derivatives, Leveraged Finance, Structured Products, High Yield, Hedge Funds, Derivatives, Structured Finance, Credit Analysis, Investment Banking, Credit, Securitization, CDS, Portfolio Management, Valuation, CRM, Risk Management, Financial Risk, Financial Modeling, Banking, Loans, Financial Structuring, Investments, Trading, Financial Services, Finance, Mergers & Acquisitions, Financial Analysis, Management, Commercial Banking, Bloomberg, Due Diligence, Financial Markets, Strategy
Education
Fordham Gabelli School of Business 1983 — 1987
MBA, Business Administration
Rider University 1977 — 1981
Bachelor of Science, Accounting
Citi September 2013 - Present
Federal Reserve Bank of New York November 2011 - September 2013
Goldman Sachs August 2010 - October 2011
Goldman Sachs March 2009 - July 2010
JPMorgan Chase July 2008 - February 2009
Bear Stearns January 2000 - June 2008
Bank of Tokyo-Mitsubishi 1991 - 1999
Bank of New York 1987 - 1991
Skills
Credit Risk, Corporate Finance, Client Relationship..., Fixed Income, Capital Markets, Credit Derivatives, Leveraged Finance, Structured Products, High Yield, Hedge Funds, Derivatives, Structured Finance, Credit Analysis, Investment Banking, Credit, Securitization, CDS, Portfolio Management, Valuation, CRM, Risk Management, Financial Risk, Financial Modeling, Banking, Loans, Financial Structuring, Investments, Trading, Financial Services, Finance, Mergers & Acquisitions, Financial Analysis, Management, Commercial Banking, Bloomberg, Due Diligence, Financial Markets, Strategy
Education
Fordham Gabelli School of Business 1983 — 1987
MBA, Business Administration
Rider University 1977 — 1981
Bachelor of Science, Accounting
Richard Couch Richard Couch's Citi Experience 2008 - 2010
Job Executive Vice President and Chief Financial Officer at New York City Housing Authority (NYCHA)
Industry Financial Services
Experience
New York City Housing Authority (NYCHA) 2013 - Present
KPMG 2013 - 2013
Neuberger Berman 2010 - 2012
Citi 2008 - 2010
Citigroup 2006 - 2008
Citigroup 2003 - 2006
Citi 2000 - 2003
American Express 1998 - 2000
GE Capital 1996 - 1998
Travelers Group 1992 - 1996
Skills
Corporate Finance, M&A execution, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Financial Structuring, Restructuring, Forecasting, Competitive Analysis, Financial Modeling, Mergers, Mergers & Acquisitions, Due Diligence, Process Improvement, Cross-functional Team..., Leadership, Valuation, Management, Strategy, Private Equity, Risk Management, Banking, Finance, Investments, Venture Capital, Financial Services, Portfolio Management, Executive Management, Asset Management, Strategic Financial..., Managerial Finance
Education
Fordham Gabelli School of Business 2000 — 2004
MBA, Finance
University of Connecticut 1986 — 1990
B.S., Accounting
New York City Housing Authority (NYCHA) 2013 - Present
KPMG 2013 - 2013
Neuberger Berman 2010 - 2012
Citi 2008 - 2010
Citigroup 2006 - 2008
Citigroup 2003 - 2006
Citi 2000 - 2003
American Express 1998 - 2000
GE Capital 1996 - 1998
Travelers Group 1992 - 1996
Skills
Corporate Finance, M&A execution, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Financial Structuring, Restructuring, Forecasting, Competitive Analysis, Financial Modeling, Mergers, Mergers & Acquisitions, Due Diligence, Process Improvement, Cross-functional Team..., Leadership, Valuation, Management, Strategy, Private Equity, Risk Management, Banking, Finance, Investments, Venture Capital, Financial Services, Portfolio Management, Executive Management, Asset Management, Strategic Financial..., Managerial Finance
Education
Fordham Gabelli School of Business 2000 — 2004
MBA, Finance
University of Connecticut 1986 — 1990
B.S., Accounting
Eleni Sfouggatakis Eleni Sfouggatakis's Citi Experience March 2011 - April 2015
Job
Industry Financial Services
Experience
Cablevision April 2015 - Present
Citi March 2011 - April 2015
BNY Mellon December 2007 - February 2011
Merrill Lynch June 2005 - November 2007
Goldman Sachs November 2004 - May 2005
Memorial Sloan-Kettering Cancer Center December 2002 - November 2004
National Basketball Association November 2000 - December 2002
Skills
Talent Acquisition, Onboarding, Recruiting, Employee Relations, Talent Management, PeopleSoft, Human Resources, Applicant Tracking..., HRIS, Deferred Compensation, Employee Benefits, Sourcing, Performance Management, Organizational..., Vendor Management, Succession Planning, College Recruiting, Employee Engagement, Coaching, Finance, Program Management
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Management Systems
Fordham University
Bachelor’s Degree, Business Management
Cablevision April 2015 - Present
Citi March 2011 - April 2015
BNY Mellon December 2007 - February 2011
Merrill Lynch June 2005 - November 2007
Goldman Sachs November 2004 - May 2005
Memorial Sloan-Kettering Cancer Center December 2002 - November 2004
National Basketball Association November 2000 - December 2002
Skills
Talent Acquisition, Onboarding, Recruiting, Employee Relations, Talent Management, PeopleSoft, Human Resources, Applicant Tracking..., HRIS, Deferred Compensation, Employee Benefits, Sourcing, Performance Management, Organizational..., Vendor Management, Succession Planning, College Recruiting, Employee Engagement, Coaching, Finance, Program Management
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Management Systems
Fordham University
Bachelor’s Degree, Business Management
Paula Stelzner Paula Stelzner's Citi Experience July 2005 - January 2009
Job Engagement Manager at Tata Consultancy Services
Industry Financial Services
Experience
Tata Consultancy Services February 2012 - Present
Nomura Securities January 2009 - December 2011
Citi July 2005 - January 2009
JPMorgan Chase June 2003 - June 2005
Citi August 1998 - September 2001
Dow Jones Telerate 1996 - 1998
Prodigy Services Company 1995 - 1996
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
New York University
BA
Tata Consultancy Services February 2012 - Present
Nomura Securities January 2009 - December 2011
Citi July 2005 - January 2009
JPMorgan Chase June 2003 - June 2005
Citi August 1998 - September 2001
Dow Jones Telerate 1996 - 1998
Prodigy Services Company 1995 - 1996
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
New York University
BA
Matthew Dunne Matthew Dunne's Citi Experience June 2006 - August 2006
Job Underwriter Political Risk & Trade Credit at Beazley
Industry Insurance
Experience
Beazley April 2012 - Present
FCIA Management July 2008 - April 2012
Prudential Financial July 2007 - August 2008
Citi June 2006 - August 2006
Skills
Trade Credit, Financial Analysis, Account Management, New Business Development, Underwriting, Insurance, Strategic Financial..., Reinsurance, Financial Risk, Pivot Tables, Finance, Risk Management, Portfolio Management, Credit, Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (MBA), Finance & Business Economics
King's College 2003 — 2007
Bachelor of Science (BS), Finance
Beazley April 2012 - Present
FCIA Management July 2008 - April 2012
Prudential Financial July 2007 - August 2008
Citi June 2006 - August 2006
Skills
Trade Credit, Financial Analysis, Account Management, New Business Development, Underwriting, Insurance, Strategic Financial..., Reinsurance, Financial Risk, Pivot Tables, Finance, Risk Management, Portfolio Management, Credit, Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (MBA), Finance & Business Economics
King's College 2003 — 2007
Bachelor of Science (BS), Finance
Paul Fibkins Paul Fibkins's Citi Experience January 2011 - January 2012
Job CEO AND FOUNDER FIBKO LLC | LEARNING TREE INSTRUCTOR | FORDHAM FACULTY
Industry Information Technology and Services
Experience
Fordham University June 2013 - Present
FIBKOLLC June 2012 - Present
Learning Tree International January 2012 - Present
ITSM Academy April 2007 - Present
Citi January 2011 - January 2012
Citi April 2005 - January 2011
Citi April 2001 - April 2005
Citibank April 1998 - April 2001
Citi April 1993 - April 1998
Skills
IT Service Management, IT Outsourcing, IT Transformation, IT Audit, IT Solutions, ITIL Process, ITIL Process..., IT Project..., IT Project Leadership, IT Project & Program..., IT Project Lifecycle, Training, Organizational Learning, Learning Management..., Educational Technology, Iso 9000, ISO 20000, ISO 13485, ISO 27001, Risk Management, Change Management, Release Management, SACM, SERVICENOW, Infoman, CHANGE MAN, Incident Management, Problem Management, Problem Solving, Event Management, Information Security..., Live Meeting, BRAIN SHARK, CAPTIVATE, QUESTIONMARK, Service Desk, Continuous Improvement, PDCA, BPMN, Compliance, Process Control, Global Operations, IT Strategy, Program Management, ITIL, Vendor Management, ITIL Certified, Fixed Income, Information Security, Leadership
Education
Fordham University - Graduate School of Business Administration 1986 — 1987
Master of Business Administration (M.B.A.), Information Technology, 3.5
Columbia Graduate School of Social Work 1980 — 1982
Master of Social Work (M.S.W.), Social Work and Social Welfare Policy, 3.2
University of Massachusetts, Amherst Graduate School of Education 1977 — 1978
Master of Education (M.Ed.), K-12 Teaching Certification and Community Service, 3.2
Nasson College 1966 — 1970
Bachelor of Arts (B.A.), Social Sciences, 3.0
Fordham University June 2013 - Present
FIBKOLLC June 2012 - Present
Learning Tree International January 2012 - Present
ITSM Academy April 2007 - Present
Citi January 2011 - January 2012
Citi April 2005 - January 2011
Citi April 2001 - April 2005
Citibank April 1998 - April 2001
Citi April 1993 - April 1998
Skills
IT Service Management, IT Outsourcing, IT Transformation, IT Audit, IT Solutions, ITIL Process, ITIL Process..., IT Project..., IT Project Leadership, IT Project & Program..., IT Project Lifecycle, Training, Organizational Learning, Learning Management..., Educational Technology, Iso 9000, ISO 20000, ISO 13485, ISO 27001, Risk Management, Change Management, Release Management, SACM, SERVICENOW, Infoman, CHANGE MAN, Incident Management, Problem Management, Problem Solving, Event Management, Information Security..., Live Meeting, BRAIN SHARK, CAPTIVATE, QUESTIONMARK, Service Desk, Continuous Improvement, PDCA, BPMN, Compliance, Process Control, Global Operations, IT Strategy, Program Management, ITIL, Vendor Management, ITIL Certified, Fixed Income, Information Security, Leadership
Education
Fordham University - Graduate School of Business Administration 1986 — 1987
Master of Business Administration (M.B.A.), Information Technology, 3.5
Columbia Graduate School of Social Work 1980 — 1982
Master of Social Work (M.S.W.), Social Work and Social Welfare Policy, 3.2
University of Massachusetts, Amherst Graduate School of Education 1977 — 1978
Master of Education (M.Ed.), K-12 Teaching Certification and Community Service, 3.2
Nasson College 1966 — 1970
Bachelor of Arts (B.A.), Social Sciences, 3.0
Chris Gewat Chris Gewat's Citi Experience 2013 - Present
Job Equity Trading Analyst at Citi
Industry Financial Services
Experience
Citi 2013 - Present
Citi August 2012 - October 2013
Citi July 2010 - June 2012
Morgan Stanley 2008 - 2009
Skills
Portfolio Management, Bloomberg, Financial Modeling, Financial Analysis, Equities, Derivatives, Investment Banking, Credit Analysis, Corporate Finance, Equity Research, Valuation, Bloomberg Terminal, Asset Managment, Accounting, Microsoft Excel, Microsoft Office, Research, Capital IQ, Fixed Income, Capital Markets, Series 7, Series 63, Trading, Emerging Markets, Structured Finance, Structured Products, Equity Trading, Electronic Trading
Education
Fordham University 2006 — 2010
Bachelor of Science (BS), Finance, General, 3.9
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General, 4.0
Citi 2013 - Present
Citi August 2012 - October 2013
Citi July 2010 - June 2012
Morgan Stanley 2008 - 2009
Skills
Portfolio Management, Bloomberg, Financial Modeling, Financial Analysis, Equities, Derivatives, Investment Banking, Credit Analysis, Corporate Finance, Equity Research, Valuation, Bloomberg Terminal, Asset Managment, Accounting, Microsoft Excel, Microsoft Office, Research, Capital IQ, Fixed Income, Capital Markets, Series 7, Series 63, Trading, Emerging Markets, Structured Finance, Structured Products, Equity Trading, Electronic Trading
Education
Fordham University 2006 — 2010
Bachelor of Science (BS), Finance, General, 3.9
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General, 4.0
Jeff Zundel Jeff Zundel's Citi Experience May 2013 - August 2013
Job Financial Services Associate at Wolfe Research, LLC
Industry Investment Banking
Experience
Wolfe Research, LLC May 2014 - Present
Light Green Advisors January 2014 - April 2014
Citi May 2013 - August 2013
Zundel’s Jewelry January 2005 - August 2012
Coldwell Banker – South Shore Realty January 2004 - January 2005
Skills
Microsoft Office, Computer Proficiency, Customer Experience, Real Estate Transactions, Financial Analysis, Corporate Finance, Strategic Financial..., Risk Management, Event Management, Sales Management, Managerial Finance, Real Estate Financing, Real Estate Economics, Real Estate License, Real Estate Private...
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Alabama 2000 — 2004
BS, Finance
Wolfe Research, LLC May 2014 - Present
Light Green Advisors January 2014 - April 2014
Citi May 2013 - August 2013
Zundel’s Jewelry January 2005 - August 2012
Coldwell Banker – South Shore Realty January 2004 - January 2005
Skills
Microsoft Office, Computer Proficiency, Customer Experience, Real Estate Transactions, Financial Analysis, Corporate Finance, Strategic Financial..., Risk Management, Event Management, Sales Management, Managerial Finance, Real Estate Financing, Real Estate Economics, Real Estate License, Real Estate Private...
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Alabama 2000 — 2004
BS, Finance
John J. Conte John J. Conte's Citi Experience 2003 - March 2013
Job Senior Financial Services Consultant
Industry Banking
Experience
Currently Seeking Consulting Opportunities in Financial Services. April 2013 - Present
Citi 2003 - March 2013
Citi 1992 - 2003
Citi 1989 - 1992
Financial Systems Plus 1982 - 1989
Xerox 1974 - 1982
Skills
Product Management, Strategy, Program Management, Project Management, International Project..., Consulting, IT Outsourcing, Business Process..., Solutions Design, Portfolio Management, Project Planning, Equities, IT Strategy, Banking, Fixed Income, Asset Management, Leadership, PMO, Management, Financial Services, Governance, Capital Markets, Securities, Settlement, Financial Risk, Hedge Funds, Emerging Markets, Investment Banking, Product Development, Payments, Risk Management, Corporate Actions, Securities Lending, Business Analysis, SDLC
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Hobart College
Bachelor of Arts (BA), Mathematics
Currently Seeking Consulting Opportunities in Financial Services. April 2013 - Present
Citi 2003 - March 2013
Citi 1992 - 2003
Citi 1989 - 1992
Financial Systems Plus 1982 - 1989
Xerox 1974 - 1982
Skills
Product Management, Strategy, Program Management, Project Management, International Project..., Consulting, IT Outsourcing, Business Process..., Solutions Design, Portfolio Management, Project Planning, Equities, IT Strategy, Banking, Fixed Income, Asset Management, Leadership, PMO, Management, Financial Services, Governance, Capital Markets, Securities, Settlement, Financial Risk, Hedge Funds, Emerging Markets, Investment Banking, Product Development, Payments, Risk Management, Corporate Actions, Securities Lending, Business Analysis, SDLC
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Hobart College
Bachelor of Arts (BA), Mathematics
Daniel Wisler's Citi Experience April 2011 - January 2012
Job Director, Brand Strategy at Gregory White Inc.
Industry Marketing and Advertising
Experience
Gregory White PR October 2012 - Present
Citi April 2011 - January 2012
The Script Lab January 2009 - January 2011
SAG-AFTRA April 2004 - January 2009
Slater/Brooksbank Casting June 2003 - April 2004
Skills
Project Management, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, Microsoft Excel, Creative Direction, Presentations, Microsoft Office, Microsoft Word, Budget Monitoring, SharePoint, Collaboration, Presentation Material, Business Development, PowerPoint, Marketing, Client Development, Events Coordination, Social Networking
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Masters of Science, Business, Management, Marketing, and Related Support Services
University of Cincinnati 2001 — 2004
Bachelors of Fine Arts
Fairfield High School
Gregory White PR October 2012 - Present
Citi April 2011 - January 2012
The Script Lab January 2009 - January 2011
SAG-AFTRA April 2004 - January 2009
Slater/Brooksbank Casting June 2003 - April 2004
Skills
Project Management, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, Microsoft Excel, Creative Direction, Presentations, Microsoft Office, Microsoft Word, Budget Monitoring, SharePoint, Collaboration, Presentation Material, Business Development, PowerPoint, Marketing, Client Development, Events Coordination, Social Networking
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Masters of Science, Business, Management, Marketing, and Related Support Services
University of Cincinnati 2001 — 2004
Bachelors of Fine Arts
Fairfield High School
Jeffrey P. Deiss, CFP®, AEP® Jeffrey P. Deiss, CFP®, AEP®'s Citi Experience May 2005 - October 2008
Job Financial Planner/Weath Advisor at ACM Wealth
Industry Financial Services
Experience
Advisors Capital Management 2015 - Present
Estate Planning Council of Bergen County 2012 - Present
Tempewick Wealth Management March 2009 - March 2015
Citi May 2005 - October 2008
Bank of New York Mellon 2002 - 2005
JP Morgan Private Bank 1993 - 2002
Summit Trust Company September 1988 - February 1993
Skills
Wealth Management, Investments, Strategic Financial..., Investment Management, Wealth Management..., Retirement, Securities, Retirement Planning, Investment Advisory, Wealth, Portfolio Management, Alternative Investments, Financial Planners, Financial Advisory, Financial Services, Estate Planning, Life Insurance, Irrevocable Life..., Long Term Care Insurance, Life Settlements, Financial Planning, Mergers & Acquisitions, High Net Worth...
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
James Madison University 1984 — 1988
B.A., Finance
Advisors Capital Management 2015 - Present
Estate Planning Council of Bergen County 2012 - Present
Tempewick Wealth Management March 2009 - March 2015
Citi May 2005 - October 2008
Bank of New York Mellon 2002 - 2005
JP Morgan Private Bank 1993 - 2002
Summit Trust Company September 1988 - February 1993
Skills
Wealth Management, Investments, Strategic Financial..., Investment Management, Wealth Management..., Retirement, Securities, Retirement Planning, Investment Advisory, Wealth, Portfolio Management, Alternative Investments, Financial Planners, Financial Advisory, Financial Services, Estate Planning, Life Insurance, Irrevocable Life..., Long Term Care Insurance, Life Settlements, Financial Planning, Mergers & Acquisitions, High Net Worth...
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
James Madison University 1984 — 1988
B.A., Finance
Rich Caldropoli Rich Caldropoli's Citi Experience May 2013 - Present
Job Global Compliance
Industry Financial Services
Experience
Citi May 2013 - Present
Citi September 2011 - Present
Roundabend Consulting Group, LLC April 2011 - Present
RR Donnelley (formerly Bowne and Co.) 2010 - April 2011
Bowne (acquired by RR Donnelley) 2010 - 2010
IQNavigator, Inc. 2008 - 2010
UBS Investment Bank 2006 - 2008
Morgan Stanley 2000 - 2006
CitiGroup 1988 - 2000
Skills
Vendor Management, Risk Management, Financial Analysis, Process Improvement, Strategic Planning, Executive Management, Program Management, Project Management, Outsourcing, Business Process..., Team Building, Strategic Partnerships, Mergers, Financial Modeling, Investment Banking
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, Finance
Iona College 1983 — 1985
BBA, Accounting
Citi May 2013 - Present
Citi September 2011 - Present
Roundabend Consulting Group, LLC April 2011 - Present
RR Donnelley (formerly Bowne and Co.) 2010 - April 2011
Bowne (acquired by RR Donnelley) 2010 - 2010
IQNavigator, Inc. 2008 - 2010
UBS Investment Bank 2006 - 2008
Morgan Stanley 2000 - 2006
CitiGroup 1988 - 2000
Skills
Vendor Management, Risk Management, Financial Analysis, Process Improvement, Strategic Planning, Executive Management, Program Management, Project Management, Outsourcing, Business Process..., Team Building, Strategic Partnerships, Mergers, Financial Modeling, Investment Banking
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, Finance
Iona College 1983 — 1985
BBA, Accounting
Nikhil Arora's Citi Experience 2013 - Present
Job Assistant Vice President at Citi
Industry Capital Markets
Experience
Citi 2013 - Present
Citi 2006 - 2013
Smith Barney September 2004 - June 2006
Bill Blass Jeans January 2004 - September 2004
Skills
CDS, High Yield, Capital Markets, Fixed Income, Financial Analysis, Bloomberg, Portfolio Management, Series 63, Series 7, Investments, Credit, Capital IQ, Relationship Management, Investment Banking, Loans, Wealth Management, Hedge Funds, Equities
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
BS, Finance
Citi 2013 - Present
Citi 2006 - 2013
Smith Barney September 2004 - June 2006
Bill Blass Jeans January 2004 - September 2004
Skills
CDS, High Yield, Capital Markets, Fixed Income, Financial Analysis, Bloomberg, Portfolio Management, Series 63, Series 7, Investments, Credit, Capital IQ, Relationship Management, Investment Banking, Loans, Wealth Management, Hedge Funds, Equities
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
BS, Finance
Joseph Vaccarelli Joseph Vaccarelli's Citi Experience October 2013 - March 2014
Job Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2014 - Present
Citi October 2013 - March 2014
Nourishing USA, Inc. November 2008 - October 2013
DTCC January 2006 - October 2007
Depository Trust & Clearing Corp January 2006 - October 2007
DTCC August 2003 - December 2005
Depository Trust & Clearing Corp August 2003 - December 2005
Merrill Lynch January 2001 - May 2003
Merrill Lynch & Co., Inc January 2001 - January 2003
Merrill Lynch June 1996 - December 2000
Skills
Finance, Financial Services, Risk Management, Financial Analysis, Banking, Budgets, Management, Investments, Forecasting, Financial Risk, Financial Planning, Marketing, Securities, Insurance, Capital Markets, Microsoft Office, Mutual Funds, Portfolio Management, Nonprofits, Business Planning, Microsoft Word, Outlook, Customer Satisfaction, Business Process..., CRM, PowerPoint, Internal Audit, Internal Controls, Microsoft Excel, Budgeting, Whole Life Insurance, Relationship Management, Education Funding..., Customer Relations, Creative Problem Solving, Annuity Sales, Building Relationships, Life Insurance..., Small Business, Retirement Planning, Networking, Relationship Building
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Accounting - 21 Credits
New York Institute of Technology
Bachelor of Science, Business Administration - Finance
New York Life Insurance Company June 2014 - Present
Citi October 2013 - March 2014
Nourishing USA, Inc. November 2008 - October 2013
DTCC January 2006 - October 2007
Depository Trust & Clearing Corp January 2006 - October 2007
DTCC August 2003 - December 2005
Depository Trust & Clearing Corp August 2003 - December 2005
Merrill Lynch January 2001 - May 2003
Merrill Lynch & Co., Inc January 2001 - January 2003
Merrill Lynch June 1996 - December 2000
Skills
Finance, Financial Services, Risk Management, Financial Analysis, Banking, Budgets, Management, Investments, Forecasting, Financial Risk, Financial Planning, Marketing, Securities, Insurance, Capital Markets, Microsoft Office, Mutual Funds, Portfolio Management, Nonprofits, Business Planning, Microsoft Word, Outlook, Customer Satisfaction, Business Process..., CRM, PowerPoint, Internal Audit, Internal Controls, Microsoft Excel, Budgeting, Whole Life Insurance, Relationship Management, Education Funding..., Customer Relations, Creative Problem Solving, Annuity Sales, Building Relationships, Life Insurance..., Small Business, Retirement Planning, Networking, Relationship Building
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Accounting - 21 Credits
New York Institute of Technology
Bachelor of Science, Business Administration - Finance
Jan Navatkoski Jan Navatkoski's Citi Experience 2004 - 2007
Job Chief Financial Officer
Industry Nonprofit Organization Management
Experience
Food Bank For New York City January 2015 - Present
The Commonwealth Institute September 2014 - Present
Feeding South Florida June 2013 - December 2014
Numerical (CPA Firm) 2009 - 2012
Ross Institute 2010 - 2010
Deutsche Bank 2007 - 2008
Citi 2004 - 2007
Citi 1996 - 2004
Skills
CPA (In Progress), Financial Reporting, Expense Management, Budgeting and..., Internal Controls, Business Management, Process Improvement, KPI Dashboards, Operational Risk..., Sarbanes-Oxley, Forecasting, Management, Accounts Payable, Accounts Receivable, Nonprofits, Not for Profit, Strategic Planning, Fixed Income, Managerial Finance, Strategy, Strategic Financial..., Mergers & Acquisitions, Budgets, Financial Analysis, Sarbanes-Oxley Act, Analysis, Capital Markets
Education
Fordham Gabelli School of Business
MBA, Finance
Rutgers University-New Brunswick
B.A., Marketing & Communications
Food Bank For New York City January 2015 - Present
The Commonwealth Institute September 2014 - Present
Feeding South Florida June 2013 - December 2014
Numerical (CPA Firm) 2009 - 2012
Ross Institute 2010 - 2010
Deutsche Bank 2007 - 2008
Citi 2004 - 2007
Citi 1996 - 2004
Skills
CPA (In Progress), Financial Reporting, Expense Management, Budgeting and..., Internal Controls, Business Management, Process Improvement, KPI Dashboards, Operational Risk..., Sarbanes-Oxley, Forecasting, Management, Accounts Payable, Accounts Receivable, Nonprofits, Not for Profit, Strategic Planning, Fixed Income, Managerial Finance, Strategy, Strategic Financial..., Mergers & Acquisitions, Budgets, Financial Analysis, Sarbanes-Oxley Act, Analysis, Capital Markets
Education
Fordham Gabelli School of Business
MBA, Finance
Rutgers University-New Brunswick
B.A., Marketing & Communications
Melissa Scherman Melissa Scherman's Citi Experience August 2004 - February 2007
Job Senior Account Executive at Demandbase
Industry Computer Software
Experience
Demandbase June 2015 - Present
Oracle February 2013 - June 2015
Responsys April 2012 - February 2013
Goldman Sachs November 2009 - February 2012
Goldman Sachs January 2008 - November 2009
Goldman Sachs January 2007 - January 2008
Citi August 2004 - February 2007
Skills
Account-Based Marketing, Marketing, Business Development, New Business Development, SaaS, Sales, Relationship Management, Salesforce.com, Management, Integrated Marketing
Education
Fordham Gabelli School of Business 2010 — 2013
Marketing and Finance
University of Florida 2000 — 2004
Bachelor of Science in Finance, Bachelor of Science in Finance; Cum Laude
Demandbase June 2015 - Present
Oracle February 2013 - June 2015
Responsys April 2012 - February 2013
Goldman Sachs November 2009 - February 2012
Goldman Sachs January 2008 - November 2009
Goldman Sachs January 2007 - January 2008
Citi August 2004 - February 2007
Skills
Account-Based Marketing, Marketing, Business Development, New Business Development, SaaS, Sales, Relationship Management, Salesforce.com, Management, Integrated Marketing
Education
Fordham Gabelli School of Business 2010 — 2013
Marketing and Finance
University of Florida 2000 — 2004
Bachelor of Science in Finance, Bachelor of Science in Finance; Cum Laude
Sean Burns Sean Burns's Citi Experience June 2013 - Present
Job Senior Vice President / Head of Business Intelligence: Citi Cards Japan
Industry Banking
Experience
Citi June 2013 - Present
Citi April 2009 - May 2013
Citi April 2006 - March 2009
Citi September 2005 - September 2006
Citi December 2004 - September 2005
Citi March 2002 - November 2004
Citigroup September 2000 - February 2002
People's United Bank June 1997 - August 2000
Skills
Credit Cards, Credit Risk, Banking, Financial Services, Portfolio Management, Analytics, Segmentation, Business Strategy, Forecasting, Mortgage Lending, Credit Analysis, MIS, Payments, Consumer Lending, Financial Analysis, Mortgage Banking, Finance
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
Master of Business Administration (MBA), Management and International Business
Georgetown University - The McDonough School of Business 1993 — 1997
Bachelor of Science (B.S.), Finance and International Business
上智大学 / Sophia University 1995 — 1996
Citi June 2013 - Present
Citi April 2009 - May 2013
Citi April 2006 - March 2009
Citi September 2005 - September 2006
Citi December 2004 - September 2005
Citi March 2002 - November 2004
Citigroup September 2000 - February 2002
People's United Bank June 1997 - August 2000
Skills
Credit Cards, Credit Risk, Banking, Financial Services, Portfolio Management, Analytics, Segmentation, Business Strategy, Forecasting, Mortgage Lending, Credit Analysis, MIS, Payments, Consumer Lending, Financial Analysis, Mortgage Banking, Finance
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
Master of Business Administration (MBA), Management and International Business
Georgetown University - The McDonough School of Business 1993 — 1997
Bachelor of Science (B.S.), Finance and International Business
上智大学 / Sophia University 1995 — 1996
Brigitte Lemaire Brigitte Lemaire's Citi Experience June 2013 - August 2013
Job Graduate Student at Fordham University
Industry Accounting
Experience
Deloitte June 2014 - August 2014
Fordham University Expressions Dance Alliance January 2014 - May 2014
Citi June 2013 - August 2013
Liberated Movement September 2012 - December 2012
Fordham University Expressions Dance Alliance January 2012 - December 2012
Citi May 2011 - August 2012
Robin Horneff’s Performing Arts Center September 2009 - January 2011
Wyckoff YMCA May 2009 - August 2010
Skills
Microsoft Excel, Financial Analysis, Accounting, Microsoft Word, Dance, Training, Outlook, PowerPoint, Microsoft Office, Finance
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, Accounting
Fordham University 2010 — 2014
Bachelor's Degree, Accounting
Syracuse University 2013 — 2013
Madrid Study Abroad Program
Deloitte June 2014 - August 2014
Fordham University Expressions Dance Alliance January 2014 - May 2014
Citi June 2013 - August 2013
Liberated Movement September 2012 - December 2012
Fordham University Expressions Dance Alliance January 2012 - December 2012
Citi May 2011 - August 2012
Robin Horneff’s Performing Arts Center September 2009 - January 2011
Wyckoff YMCA May 2009 - August 2010
Skills
Microsoft Excel, Financial Analysis, Accounting, Microsoft Word, Dance, Training, Outlook, PowerPoint, Microsoft Office, Finance
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, Accounting
Fordham University 2010 — 2014
Bachelor's Degree, Accounting
Syracuse University 2013 — 2013
Madrid Study Abroad Program
Bartholomew Baptista's Citi Experience 2015 — 2017
Job Digital & Integrated Marketing | Brand Strategy | Emerging Technology | Product Management
Industry Marketing and Advertising
Experience
American Express May 2006 — 2015
Phoenix Marketing International 2006 — 2006
Citigroup 2003 — 2004
Neuberger Berman 2000 — 2003
Sullivan NYC 2017 — Present
Citi 2015 — 2017
Skills
Advertising, B2B Marketing, Competitive Analysis, Customer Acquisition, Digital Marketing, Emerging Technologies, Integrated Marketing, Mobile Marketing, Multi-Channel Marketing, New Business Development, Product Marketing, Segmentation, Strategy, Lead Generation, Marketing, Analytics, Marketing Strategy, CRM, Cross-functional Team..., Management, Marketing Communications, Mobile Devices, Market Research, B2B, Product Launch, Strategic Partnerships, Strategic Planning, Business Development, Leadership
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Dual Concentration: Marketing and Media Communications
University of California, Santa Barbara 1990 — 1995
BA, Dance & Political Science with International Relations
American Express May 2006 — 2015
Phoenix Marketing International 2006 — 2006
Citigroup 2003 — 2004
Neuberger Berman 2000 — 2003
Sullivan NYC 2017 — Present
Citi 2015 — 2017
Skills
Advertising, B2B Marketing, Competitive Analysis, Customer Acquisition, Digital Marketing, Emerging Technologies, Integrated Marketing, Mobile Marketing, Multi-Channel Marketing, New Business Development, Product Marketing, Segmentation, Strategy, Lead Generation, Marketing, Analytics, Marketing Strategy, CRM, Cross-functional Team..., Management, Marketing Communications, Mobile Devices, Market Research, B2B, Product Launch, Strategic Partnerships, Strategic Planning, Business Development, Leadership
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Dual Concentration: Marketing and Media Communications
University of California, Santa Barbara 1990 — 1995
BA, Dance & Political Science with International Relations
Cindy Balsam's Citi Experience May 2012 - April 2014
Job Management Consulting Professional
Industry Financial Services
Experience
Management Consulting April 2014 - Present
Citi May 2012 - April 2014
Kureyou LLC November 2009 - May 2012
Grant Thornton LLP February 1997 - November 2009
Ernst and Young 1993 - 1997
Skills
Data Privacy, Data..., Coaching, mentoring,..., Business Process..., Leadership, CRM, Management, Cross-functional Team..., Management Consulting, Risk Management, Project Management, Training, Analysis, Strategic Planning, Talent Management
Education
Fordham University - Graduate School of Business Administration
MBA, Information Management
New York University - Leonard N. Stern School of Business
Bachelor of Science (B.S.), Business and Economics
Management Consulting April 2014 - Present
Citi May 2012 - April 2014
Kureyou LLC November 2009 - May 2012
Grant Thornton LLP February 1997 - November 2009
Ernst and Young 1993 - 1997
Skills
Data Privacy, Data..., Coaching, mentoring,..., Business Process..., Leadership, CRM, Management, Cross-functional Team..., Management Consulting, Risk Management, Project Management, Training, Analysis, Strategic Planning, Talent Management
Education
Fordham University - Graduate School of Business Administration
MBA, Information Management
New York University - Leonard N. Stern School of Business
Bachelor of Science (B.S.), Business and Economics
Jason Gelinas's Citi Experience January 2013 - Present
Job Director at Citi
Industry Information Technology and Services
Experience
Citi January 2013 - Present
Citigroup November 2003 - Present
Credit Suisse May 1999 - November 2003
Skills
User Experience, Java Enterprise Edition, MongoDB, Node.js, Twitter Bootstrap, Express.js, JavaScript, MSSQL, Oracle, Flex, Information Security..., Management, SDLC, Team Leadership, Agile Methodologies, SharePoint, IT Strategy, Enterprise Architecture
Education
Fordham University - Graduate School of Business Administration
MBA
Fordham University
BA, Information Systems
HCRHS
Citi January 2013 - Present
Citigroup November 2003 - Present
Credit Suisse May 1999 - November 2003
Skills
User Experience, Java Enterprise Edition, MongoDB, Node.js, Twitter Bootstrap, Express.js, JavaScript, MSSQL, Oracle, Flex, Information Security..., Management, SDLC, Team Leadership, Agile Methodologies, SharePoint, IT Strategy, Enterprise Architecture
Education
Fordham University - Graduate School of Business Administration
MBA
Fordham University
BA, Information Systems
HCRHS
Mike Brickley's Citi Experience January 2013 - Present
Job
Industry Financial Services
Experience
Citi January 2013 - Present
Skills
Market Risk, Risk Management, Operational Risk, Mutual Funds, Commodity, Finance
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance
Lehigh University 1993 — 1997
BS, Finance
Citi January 2013 - Present
Skills
Market Risk, Risk Management, Operational Risk, Mutual Funds, Commodity, Finance
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance
Lehigh University 1993 — 1997
BS, Finance
John Goeller's Citi Experience December 1991 - April 2001
Job Managing Director at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch January 2010 - Present
Merrill Lynch April 2007 - December 2009
Lehman Brothers April 2002 - February 2007
Credit Suisse April 2001 - April 2002
Citi December 1991 - April 2001
Chase May 1986 - November 1991
Skills
Electronic Trading, Prime Brokerage, Program Trading, Market Structure, Trading Systems, Equities, Equity Trading, Hedge Funds, Trading System, Capital Markets, Series 7, Low Latency, Proprietary Trading, Series 24, High Frequency Trading
Education
Fordham Gabelli School of Business 1997 — 1999
Merrill Lynch January 2010 - Present
Merrill Lynch April 2007 - December 2009
Lehman Brothers April 2002 - February 2007
Credit Suisse April 2001 - April 2002
Citi December 1991 - April 2001
Chase May 1986 - November 1991
Skills
Electronic Trading, Prime Brokerage, Program Trading, Market Structure, Trading Systems, Equities, Equity Trading, Hedge Funds, Trading System, Capital Markets, Series 7, Low Latency, Proprietary Trading, Series 24, High Frequency Trading
Education
Fordham Gabelli School of Business 1997 — 1999
Keiko Shioda's Citi Experience 2005 - 2012
Job Licensed Real Estate Agent at Relo Redac Inc.
Industry Financial Services
Experience
Relo Redac Inc. 2014 - Present
Citi 2005 - 2012
Education
Fordham Gabelli School of Business 1998 — 2001
Relo Redac Inc. 2014 - Present
Citi 2005 - 2012
Education
Fordham Gabelli School of Business 1998 — 2001
Shawn Costello's Citi Experience September 2014 - Present
Job Risk Professional at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
Citi April 2010 - Present
Morgan Stanley June 2008 - March 2010
Citi February 2006 - May 2008
Citi May 2002 - January 2006
Skills
Credit Risk, Risk Management, Relationship Management, Financial Analysis, Commercial Banking, Finance, Commercial Lending, Operational Risk, Loan Origination, Credit Analysis, Portfolio Management, Financial Risk, Credit, Loans, Negotiation, Restructuring, Asset Based Lending, Banking
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Franciscan University of Steubenville 1996 — 2001
Bachelor of Arts, Journalism
Citi September 2014 - Present
Citi April 2010 - Present
Morgan Stanley June 2008 - March 2010
Citi February 2006 - May 2008
Citi May 2002 - January 2006
Skills
Credit Risk, Risk Management, Relationship Management, Financial Analysis, Commercial Banking, Finance, Commercial Lending, Operational Risk, Loan Origination, Credit Analysis, Portfolio Management, Financial Risk, Credit, Loans, Negotiation, Restructuring, Asset Based Lending, Banking
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Franciscan University of Steubenville 1996 — 2001
Bachelor of Arts, Journalism
Elizabeth Scheff's Citi Experience October 2012 - Present
Job SVP Retail Banking Distribution Strategy at Citi
Industry Financial Services
Experience
Citi October 2012 - Present
Citi May 2011 - October 2012
Citigroup June 2010 - December 2011
Insys Consulting December 2009 - July 2010
Citigroup June 2004 - November 2008
Bank of NY, Mellon Bank January 1998 - May 2004
Sotheby's March 1995 - December 1997
Johnson & Higgins June 1991 - March 1995
Skills
Financial Modeling, Competitive Analysis, Finance, Forecasting, Budgets, Financial Reporting, Strategic Planning, Financial Analysis, Project Management, Accounting, Strategy, Analysis, Cross-functional Team..., Variance Analysis, Trend Analysis, Budget, Change Management, Process Improvement, Business Analysis, Organizational..., Business Planning, Networking, Coaching
Education
Hofstra University 1987 — 1991
BBA
Fordham Gabelli School of Business 2000 — 2003
Masters
Citi October 2012 - Present
Citi May 2011 - October 2012
Citigroup June 2010 - December 2011
Insys Consulting December 2009 - July 2010
Citigroup June 2004 - November 2008
Bank of NY, Mellon Bank January 1998 - May 2004
Sotheby's March 1995 - December 1997
Johnson & Higgins June 1991 - March 1995
Skills
Financial Modeling, Competitive Analysis, Finance, Forecasting, Budgets, Financial Reporting, Strategic Planning, Financial Analysis, Project Management, Accounting, Strategy, Analysis, Cross-functional Team..., Variance Analysis, Trend Analysis, Budget, Change Management, Process Improvement, Business Analysis, Organizational..., Business Planning, Networking, Coaching
Education
Hofstra University 1987 — 1991
BBA
Fordham Gabelli School of Business 2000 — 2003
Masters
Lana Gifas's Citi Experience 1994 - 1997
Job Executive Director at Women's Mentoring Network, Inc.
Industry Nonprofit Organization Management
Experience
Women's Mentoring Network, Inc. January 2015 - Present
UBS Investment Bank July 2006 - December 2014
Deutsche Bank Securities 2000 - 2006
HSBC 1998 - 2000
Credit Suisse 1997 - 1998
Citi 1994 - 1997
Skills
High Yield, Investment Banking, Capital Markets, Leveraged Finance, Fixed Income, Corporate Finance, Syndications, Private Equity, Valuation, Financial Structuring, Financial Modeling, Portfolio Management, Credit, Credit Analysis, Mergers & Acquisitions, Structured Finance
Education
Fordham University - Graduate School of Business Administration
Masters of Business Administration, Business Administration and Management, General
Fordham University School of Business Administration
Bachelor of Science (B.S.), Business Administration / International Marketing / International Finance / French
Women's Mentoring Network, Inc. January 2015 - Present
UBS Investment Bank July 2006 - December 2014
Deutsche Bank Securities 2000 - 2006
HSBC 1998 - 2000
Credit Suisse 1997 - 1998
Citi 1994 - 1997
Skills
High Yield, Investment Banking, Capital Markets, Leveraged Finance, Fixed Income, Corporate Finance, Syndications, Private Equity, Valuation, Financial Structuring, Financial Modeling, Portfolio Management, Credit, Credit Analysis, Mergers & Acquisitions, Structured Finance
Education
Fordham University - Graduate School of Business Administration
Masters of Business Administration, Business Administration and Management, General
Fordham University School of Business Administration
Bachelor of Science (B.S.), Business Administration / International Marketing / International Finance / French
Brian Gabelman's Citi Experience January 2010 - January 2015
Job Director at BNP Paribas
Industry Financial Services
Experience
BNP Paribas January 2015 - Present
Citi January 2010 - January 2015
Citi March 2000 - January 2010
Citi June 1999 - March 2000
Citi June 1998 - June 1999
Skills
Equities, Series 7, Bloomberg, Series 63, ETFs, Prime Brokerage, Securities Lending, Series 24, Hedging, Equity Trading, Swaps, Corporate Actions, Hedge Funds, Capital Markets, Derivatives, Equity Derivatives, Fixed Income, Options, Risk Management, Securities, Trading
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Finance
University of Rhode Island 1994 — 1998
Bachelor of Science (BS), Dual Major in Finance and MIS
BNP Paribas January 2015 - Present
Citi January 2010 - January 2015
Citi March 2000 - January 2010
Citi June 1999 - March 2000
Citi June 1998 - June 1999
Skills
Equities, Series 7, Bloomberg, Series 63, ETFs, Prime Brokerage, Securities Lending, Series 24, Hedging, Equity Trading, Swaps, Corporate Actions, Hedge Funds, Capital Markets, Derivatives, Equity Derivatives, Fixed Income, Options, Risk Management, Securities, Trading
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Finance
University of Rhode Island 1994 — 1998
Bachelor of Science (BS), Dual Major in Finance and MIS
Gail Natoli's Citi Experience RecruiterJP Morgan Chase1977 - 1984
Job Managing Director at Citi
Industry Financial Services
Experience
Citi RecruiterJP Morgan Chase1977 - 1984
Bear Stearns 1976 - 1977
Education
Fordham Gabelli School of Business
Citi RecruiterJP Morgan Chase1977 - 1984
Bear Stearns 1976 - 1977
Education
Fordham Gabelli School of Business
Frank Bravin's Citi Experience July 2010 - March 2011
Job Financial Services Professional
Industry Financial Services
Experience
Citi July 2010 - March 2011
Credit Suisse November 2004 - July 2010
Wachovia Securities July 2002 - November 2004
Prudential Securities, Inc. January 2001 - July 2002
Prudential Securities, Inc. January 1995 - December 2000
Royce 1994 - 1995
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, International Management
Long Island University, C.W. Post Campus 1999 — 2006
Financial Planning Certificate Program
Fordham University 1990 — 1994
Bachelor of Science, International Management Systems - GLOBE
La Salle Military Academy 1985 — 1989
Regents Diploma, Military Training Certificate
St Aloysius 1979 — 1985
Citi July 2010 - March 2011
Credit Suisse November 2004 - July 2010
Wachovia Securities July 2002 - November 2004
Prudential Securities, Inc. January 2001 - July 2002
Prudential Securities, Inc. January 1995 - December 2000
Royce 1994 - 1995
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, International Management
Long Island University, C.W. Post Campus 1999 — 2006
Financial Planning Certificate Program
Fordham University 1990 — 1994
Bachelor of Science, International Management Systems - GLOBE
La Salle Military Academy 1985 — 1989
Regents Diploma, Military Training Certificate
St Aloysius 1979 — 1985
Sean Srivatsava Shanker's Citi Experience October 2007 - Present
Job Equities Trading
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Citi October 2007 - Present
Merrill Lynch Global Markets and Investment Banking June 2003 - October 2007
Skills
Equities, Equity Trading, ETFs, Market Making, Derivatives Trading, Series 3, Series 7,..., Electronic Trading, Trading Systems, Trading, Capital Markets, Derivatives, Series 4
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Dual degree in Finance & Transnational Management
University at Buffalo 2001 — 2003
MS, Computer Science and Engineering
Bank of America Merrill Lynch July 2015 - Present
Citi October 2007 - Present
Merrill Lynch Global Markets and Investment Banking June 2003 - October 2007
Skills
Equities, Equity Trading, ETFs, Market Making, Derivatives Trading, Series 3, Series 7,..., Electronic Trading, Trading Systems, Trading, Capital Markets, Derivatives, Series 4
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Dual degree in Finance & Transnational Management
University at Buffalo 2001 — 2003
MS, Computer Science and Engineering
Leigh Jacobson's Citi Experience October 2014 - Present
Job Senior Marketing Executive
Industry Financial Services
Experience
Citi October 2014 - Present
AOL Financial Services Advisory Board September 2013 - September 2015
Citi October 2008 - October 2014
Citi June 2006 - October 2008
Citi November 2003 - June 2006
Citi January 2003 - November 2003
Citi June 1989 - January 2003
Skills
Digital Marketing, Direct Marketing, Customer Communications, Product Development, Banking, Internet Banking, Credit Cards, Customer Retention, Customer Acqu, Customer Activation, Analytics, Customer Acquisition, Customer Communication, Integrated Marketing, Marketing, Marketing Activation, Portfolio Management, Segmentation, Strategy, Financial Services, Management, Marketing Strategy
Education
Fordham Gabelli School of Business
MBA
University at Albany, SUNY 1985 — 1989
BA, Economics
Citi October 2014 - Present
AOL Financial Services Advisory Board September 2013 - September 2015
Citi October 2008 - October 2014
Citi June 2006 - October 2008
Citi November 2003 - June 2006
Citi January 2003 - November 2003
Citi June 1989 - January 2003
Skills
Digital Marketing, Direct Marketing, Customer Communications, Product Development, Banking, Internet Banking, Credit Cards, Customer Retention, Customer Acqu, Customer Activation, Analytics, Customer Acquisition, Customer Communication, Integrated Marketing, Marketing, Marketing Activation, Portfolio Management, Segmentation, Strategy, Financial Services, Management, Marketing Strategy
Education
Fordham Gabelli School of Business
MBA
University at Albany, SUNY 1985 — 1989
BA, Economics
John Traynor's Citi Experience January 1980 - September 1995
Job Head of Group Transaction Banking at Erste Group Bank AG
Industry Financial Services
Experience
Erste Group Bank AG April 2014 - Present
Alfa-Bank September 2012 - March 2014
Barclays July 2010 - 2011
KeyBank 2007 - 2010
ABN AMRO Bank 1995 - 2006
Citi January 1980 - September 1995
Education
Fordham University - Graduate School of Business Administration 1977 — 1979
MBA, Marketing
Erste Group Bank AG April 2014 - Present
Alfa-Bank September 2012 - March 2014
Barclays July 2010 - 2011
KeyBank 2007 - 2010
ABN AMRO Bank 1995 - 2006
Citi January 1980 - September 1995
Education
Fordham University - Graduate School of Business Administration 1977 — 1979
MBA, Marketing
Townsend Foo's Citi Experience March 2000 - Present
Job SVP at Citi
Industry Financial Services
Experience
Citi March 2000 - Present
Citi October 1997 - February 2000
Citi January 1994 - September 1997
Skills
Credit, Risk Management, Credit Risk
Education
Fordham Gabelli School of Business 1992 — 1994
MBA, Finance
New York University - Polytechnic School of Engineering 1986 — 1988
MSEE, Electrical Engineering
Polytechnic University 1980 — 1984
Bachelor of Science (BS)
Citi March 2000 - Present
Citi October 1997 - February 2000
Citi January 1994 - September 1997
Skills
Credit, Risk Management, Credit Risk
Education
Fordham Gabelli School of Business 1992 — 1994
MBA, Finance
New York University - Polytechnic School of Engineering 1986 — 1988
MSEE, Electrical Engineering
Polytechnic University 1980 — 1984
Bachelor of Science (BS)
Peter Manion's Citi Experience January 2010 - February 2013
Job Managing Director at Napier Park Global Capital LLC
Industry Financial Services
Experience
Napier Park Global Capital LLC March 2013 - Present
Citi January 2010 - February 2013
Citi December 2007 - January 2010
Carlton Hill Global Capital LLC April 2007 - December 2007
Tribeca Global Management 2006 - 2007
Bank of America May 2001 - March 2006
CGA Investment Management September 1998 - May 2001
Merrill Lynch 1991 - 1998
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Capital Markets, Alternative Investments, Asset Management, Portfolio Management, Investment Banking, Investments, Bloomberg, Securities, Risk Management, Asset Managment, Structured Finance, Trading Systems, Middle Office, Back Office, Financial Markets
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA
Manhattan College 1986 — 1990
BS Finance
Archbishop Stepinac High School
Napier Park Global Capital LLC March 2013 - Present
Citi January 2010 - February 2013
Citi December 2007 - January 2010
Carlton Hill Global Capital LLC April 2007 - December 2007
Tribeca Global Management 2006 - 2007
Bank of America May 2001 - March 2006
CGA Investment Management September 1998 - May 2001
Merrill Lynch 1991 - 1998
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Capital Markets, Alternative Investments, Asset Management, Portfolio Management, Investment Banking, Investments, Bloomberg, Securities, Risk Management, Asset Managment, Structured Finance, Trading Systems, Middle Office, Back Office, Financial Markets
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA
Manhattan College 1986 — 1990
BS Finance
Archbishop Stepinac High School
James Finnerty's Citi Experience Director
Job Director High Yield Research at Citi
Industry Research
Experience
Citi Director
Citigroup 1999 - 2004
Salomon Brothers 1997 - 1999
Salomon Brothers 1994 - 1996
Skills
Portfolio Management, Investment Banking, Bloomberg, Financial Modeling, Capital Markets, Hedge Funds, Equities, Derivatives, Fixed Income, Bonds, Loans, Credit, Investments, Valuation, Credit Analysis, CDS, Asset Management, Securities, Asset Allocation, Chemical Industry, Homebuilders, High Yield, Emerging Markets, Securitization, Banking, Series 7, Structured Finance
Education
Fordham University - Graduate School of Business Administration 2002 — 2007
MBA, Finance
Fordham University 1989 — 1993
Bachelor's degree, Economics
fordham preparatory school 1986 — 1989
Citi Director
Citigroup 1999 - 2004
Salomon Brothers 1997 - 1999
Salomon Brothers 1994 - 1996
Skills
Portfolio Management, Investment Banking, Bloomberg, Financial Modeling, Capital Markets, Hedge Funds, Equities, Derivatives, Fixed Income, Bonds, Loans, Credit, Investments, Valuation, Credit Analysis, CDS, Asset Management, Securities, Asset Allocation, Chemical Industry, Homebuilders, High Yield, Emerging Markets, Securitization, Banking, Series 7, Structured Finance
Education
Fordham University - Graduate School of Business Administration 2002 — 2007
MBA, Finance
Fordham University 1989 — 1993
Bachelor's degree, Economics
fordham preparatory school 1986 — 1989
Erica Cronin's Citi Experience May 2000 - August 2000
Job ACE Nursing Student at Drexel University's College of Nursing and Health Professions
Industry Legal Services
Experience
Drexel University's College of Nursing and Health Professions September 2015 - Present
Fox Rothschild LLP November 2013 - August 2015
Interpublic Group May 2009 - October 2013
IPG November 2002 - December 2004
IPG May 2002 - November 2002
Stardust Gifts and Collectibles October 2001 - May 2002
Citi May 2000 - August 2000
Camp ANCHOR July 1995 - August 2000
Skills
Compliance, Data Analysis, Competitive Analysis, Competitive Intelligence, Project Management, Knowledge Management, Market Research, Customer Insight, Information Management, Writing, Online Research, Advertising, Marketing Communications, Microsoft Office, New Business Development, Customer Service, Analytics
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
Pre-MBA Program
Gettysburg College
Bachelor of Arts (BA), Theatre Arts/Communications
Drexel University's College of Nursing and Health Professions September 2015 - Present
Fox Rothschild LLP November 2013 - August 2015
Interpublic Group May 2009 - October 2013
IPG November 2002 - December 2004
IPG May 2002 - November 2002
Stardust Gifts and Collectibles October 2001 - May 2002
Citi May 2000 - August 2000
Camp ANCHOR July 1995 - August 2000
Skills
Compliance, Data Analysis, Competitive Analysis, Competitive Intelligence, Project Management, Knowledge Management, Market Research, Customer Insight, Information Management, Writing, Online Research, Advertising, Marketing Communications, Microsoft Office, New Business Development, Customer Service, Analytics
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
Pre-MBA Program
Gettysburg College
Bachelor of Arts (BA), Theatre Arts/Communications
Joseph Liberatore, CPA's Citi Experience 2001 - 2007
Job Senior Director, Finance & Administration at CRHI Westchester Medical Center
Industry Financial Services
Experience
Westchester Medical Center March 2015 - Present
CUNY School of Professional Studies June 2010 - Present
Strategy & Business Analysis, Inc. January 2010 - Present
Non-Profit NYC June 2011 - December 2014
Department of Financial Services August 2007 - December 2009
Citi 2001 - 2007
AXA/Equitable 1988 - 2001
Deloitte September 1985 - November 1988
Skills
Financial Analysis, Accounting, Strategic Planning, Insurance, Hedge Funds, Budgets, Private Equity, Financial Reporting, Financial Modeling, Due Diligence, Asset Managment, Forecasting, Finance, Mergers & Acquisitions, Equities, Business Planning, Portfolio Management, Asset Management, Analysis, Strategy, University Teaching, Project Management, Auditing, Strategic Financial..., Investments, Leadership, Managerial Finance, Process Improvement, Management, Financial Planning
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
Fordham University 1981 — 1985
BS, Accounting
Cardinal Spellman H.S.
Westchester Medical Center March 2015 - Present
CUNY School of Professional Studies June 2010 - Present
Strategy & Business Analysis, Inc. January 2010 - Present
Non-Profit NYC June 2011 - December 2014
Department of Financial Services August 2007 - December 2009
Citi 2001 - 2007
AXA/Equitable 1988 - 2001
Deloitte September 1985 - November 1988
Skills
Financial Analysis, Accounting, Strategic Planning, Insurance, Hedge Funds, Budgets, Private Equity, Financial Reporting, Financial Modeling, Due Diligence, Asset Managment, Forecasting, Finance, Mergers & Acquisitions, Equities, Business Planning, Portfolio Management, Asset Management, Analysis, Strategy, University Teaching, Project Management, Auditing, Strategic Financial..., Investments, Leadership, Managerial Finance, Process Improvement, Management, Financial Planning
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
Fordham University 1981 — 1985
BS, Accounting
Cardinal Spellman H.S.
Brenda Certo-Barnes's Citi Experience February 2007 - July 2008
Job Vice President at Conning Asset Management
Industry Financial Services
Experience
Capital One Public Funding LLC October 2014 - Present
Town of Litchfield November 2009 - Present
Conning Asset Management July 2011 - October 2014
Union Savings Bank - CT April 2010 - June 2011
Savader Asset Advisors, LLC July 2008 - April 2010
Citi February 2007 - July 2008
Citi April 2005 - January 2007
Ambac September 1993 - February 2005
MBIA 1989 - 1993
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration, Finance
Capital One Public Funding LLC October 2014 - Present
Town of Litchfield November 2009 - Present
Conning Asset Management July 2011 - October 2014
Union Savings Bank - CT April 2010 - June 2011
Savader Asset Advisors, LLC July 2008 - April 2010
Citi February 2007 - July 2008
Citi April 2005 - January 2007
Ambac September 1993 - February 2005
MBIA 1989 - 1993
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration, Finance
Franklin Dickson's Citi Experience August 2003 - July 2004
Job Associate Director Fund Treasury at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management June 2015 - Present
U.S. Bank June 2013 - June 2015
BNY Mellon April 2008 - June 2013
Goldman Sachs June 2006 - February 2008
AllianceBernstein July 2004 - June 2006
Citi August 2003 - July 2004
BNY Mellon January 2001 - August 2003
Skills
Equities, Derivatives, Valuation, Financial Analysis, Accounting, Fixed Income, Mutual Funds, Hedge Funds, Trading, Mergers & Acquisitions, Analysis, Financial Services, Securities, Bloomberg, Asset Management
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance/Accounting
Rutgers University-New Brunswick 1996 — 2000
B.A., Economics
UBS Global Asset Management June 2015 - Present
U.S. Bank June 2013 - June 2015
BNY Mellon April 2008 - June 2013
Goldman Sachs June 2006 - February 2008
AllianceBernstein July 2004 - June 2006
Citi August 2003 - July 2004
BNY Mellon January 2001 - August 2003
Skills
Equities, Derivatives, Valuation, Financial Analysis, Accounting, Fixed Income, Mutual Funds, Hedge Funds, Trading, Mergers & Acquisitions, Analysis, Financial Services, Securities, Bloomberg, Asset Management
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance/Accounting
Rutgers University-New Brunswick 1996 — 2000
B.A., Economics
John Pawlowski's Citi Experience 2009 - Present
Job Risk Manager at Citi
Industry Capital Markets
Experience
Citi 2009 - Present
LBBW Securities November 2008 - August 2009
Citi June 2000 - August 2008
Education
Fordham Gabelli School of Business
MBA, Finance
Citi 2009 - Present
LBBW Securities November 2008 - August 2009
Citi June 2000 - August 2008
Education
Fordham Gabelli School of Business
MBA, Finance
Doreen Pappas's Citi Experience 2004 - Present
Job Prime Brokerage at Citi
Industry Financial Services
Experience
Citi 2004 - Present
Deutsche Bank 1999 - 2004
Skills
Hedge Funds, Prime Brokerage, Fixed Income, Alternative Investments, Equities, Asset Management, Bloomberg, Capital Markets, Derivatives
Education
Fordham Gabelli School of Business
MBA, Finance
State University of New York at Albany
Bachelor’s Degree, French Language and Literature
Universite de Grenoble
Citi 2004 - Present
Deutsche Bank 1999 - 2004
Skills
Hedge Funds, Prime Brokerage, Fixed Income, Alternative Investments, Equities, Asset Management, Bloomberg, Capital Markets, Derivatives
Education
Fordham Gabelli School of Business
MBA, Finance
State University of New York at Albany
Bachelor’s Degree, French Language and Literature
Universite de Grenoble
John Petrillo's Citi Experience May 2005 - October 2009
Job Group Audit at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
HSBC August 2014 - July 2015
Deutsche Bank February 2011 - August 2014
Citi May 2005 - October 2009
Skills
Capital Markets, Investment Banking, Equities, Auditing, Derivatives, Hedge Funds, Financial Risk, Operational Risk, Internal Audit, Operational Risk..., Securities, Banking, Financial Services, Fixed Income, Risk Management
Education
Fordham Gabelli School of Business 2003 — 2007
MBA, Finance, Accounting (Dual Concentration)
University of Rochester 1991 — 1995
BA, Political Science, Economics
Deutsche Bank July 2015 - Present
HSBC August 2014 - July 2015
Deutsche Bank February 2011 - August 2014
Citi May 2005 - October 2009
Skills
Capital Markets, Investment Banking, Equities, Auditing, Derivatives, Hedge Funds, Financial Risk, Operational Risk, Internal Audit, Operational Risk..., Securities, Banking, Financial Services, Fixed Income, Risk Management
Education
Fordham Gabelli School of Business 2003 — 2007
MBA, Finance, Accounting (Dual Concentration)
University of Rochester 1991 — 1995
BA, Political Science, Economics
Mark Lerner's Citi Experience 1987 - 1995
Job Customer Focused Product Management Leader
Industry Financial Services
Experience
MasterCard 1998 - 2015
Rosenbluth International 1997 - 1998
Providian Financial 1995 - 1997
Citi 1987 - 1995
Skills
Debit Cards, Leadership, Program Management, Account Management, Payments, Business Development, Electronic Payments, Marketing, Mobile Payments, Credit Cards, Payment Cards, Strategy, Product Management, Management, Strategic Partnerships, CRM
Education
Fordham Gabelli School of Business
MBA, Marketing/Finance
University of Delaware
BA, International Relations
MasterCard 1998 - 2015
Rosenbluth International 1997 - 1998
Providian Financial 1995 - 1997
Citi 1987 - 1995
Skills
Debit Cards, Leadership, Program Management, Account Management, Payments, Business Development, Electronic Payments, Marketing, Mobile Payments, Credit Cards, Payment Cards, Strategy, Product Management, Management, Strategic Partnerships, CRM
Education
Fordham Gabelli School of Business
MBA, Marketing/Finance
University of Delaware
BA, International Relations
Carlos Ledet's Citi Experience April 1992 - August 1998
Job Vice President Wealth Strategist at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation January 2014 - Present
J.P. Morgan August 1998 - December 2013
Citi April 1992 - August 1998
United States Marine Corps October 1983 - October 1989
Skills
Wealth Management, Commercial Banking, Investments, Private Banking, Series 7
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
B.S., Int'l Business & Marketing
Fordham Gabelli School of Business 1996 — 1998
MBA, Finance
Northern Trust Corporation January 2014 - Present
J.P. Morgan August 1998 - December 2013
Citi April 1992 - August 1998
United States Marine Corps October 1983 - October 1989
Skills
Wealth Management, Commercial Banking, Investments, Private Banking, Series 7
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
B.S., Int'l Business & Marketing
Fordham Gabelli School of Business 1996 — 1998
MBA, Finance
Adrian Lynch's Citi Experience January 2007 - June 2010
Job Financial Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Citi January 2007 - June 2010
Merrill Lynch July 2004 - December 2006
American International Group January 2002 - July 2004
Education
Fordham Gabelli School of Business 2010 — 2012
Master of Business Administration (MBA)
Georgia Institute of Technology 1994 — 1999
BS
Citi January 2007 - June 2010
Merrill Lynch July 2004 - December 2006
American International Group January 2002 - July 2004
Education
Fordham Gabelli School of Business 2010 — 2012
Master of Business Administration (MBA)
Georgia Institute of Technology 1994 — 1999
BS
Richard Shi's Citi Experience April 2007 - May 2010
Job Controller at Tiger Global Management
Industry Financial Services
Experience
Tiger Global Management May 2010 - Present
Citi April 2007 - May 2010
Education
Fordham Gabelli School of Business 1997 — 1999
MBA
Tiger Global Management May 2010 - Present
Citi April 2007 - May 2010
Education
Fordham Gabelli School of Business 1997 — 1999
MBA
Renata Zajac's Citi Experience January 2013 - Present
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Citi July 2006 - Present
The Siegfried Group 2004 - 2006
UBS 2001 - 2004
Arthur Andersen 1998 - 2001
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Forecasting, Hedge Funds, Business Analysis, Process Improvement, Finance, Project Management, Microsoft Excel, Sarbanes-Oxley Act, Financial Accounting, Managerial Finance, Internal Audit, Private Equity, Mergers & Acquisitions
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance & Information Systems
Marist College 1994 — 1998
Bachelors, Accounting and Information Systems
Citi January 2013 - Present
Citi July 2006 - Present
The Siegfried Group 2004 - 2006
UBS 2001 - 2004
Arthur Andersen 1998 - 2001
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Forecasting, Hedge Funds, Business Analysis, Process Improvement, Finance, Project Management, Microsoft Excel, Sarbanes-Oxley Act, Financial Accounting, Managerial Finance, Internal Audit, Private Equity, Mergers & Acquisitions
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance & Information Systems
Marist College 1994 — 1998
Bachelors, Accounting and Information Systems
William J. Cavanagh's Citi Experience 1993 - 2009
Job Credit Executive Reinsurance at AIG PC
Industry Insurance
Experience
AIG July 2012 - Present
CIBC World Markets May 2011 - June 2012
UBS Investment Bank July 2010 - December 2010
CIBC World Markets January 2010 - June 2010
Citi 1993 - 2009
Standard & Poor's 1987 - 1993
McKinsey & Company 1983 - 1987
Continental Insurance 1977 - 1983
Skills
Credit Risk, Risk Management, Financial Services, Credit, Financial Risk, Investment Banking, Capital Markets, Reinsurance, Credit Ratings, Catastrophe Risk, Risk Based Capital, Property & Casualty..., Enterprise Risk..., Financial Institutions, Financial Structuring, Loans, ALM, Operational Risk, Structured Products, Securitization, Portfolio Management, Underwriting, Valuation, Financial Modeling, Hedge Funds, Credit Rating Agencies, Insurance Linked..., Derivatives, Insurance, Investments
Education
Fordham Gabelli School of Business 1981 — 1984
MBA, Finance & Marketing
Fordham University 1974 — 1977
BA, Biology
AIG July 2012 - Present
CIBC World Markets May 2011 - June 2012
UBS Investment Bank July 2010 - December 2010
CIBC World Markets January 2010 - June 2010
Citi 1993 - 2009
Standard & Poor's 1987 - 1993
McKinsey & Company 1983 - 1987
Continental Insurance 1977 - 1983
Skills
Credit Risk, Risk Management, Financial Services, Credit, Financial Risk, Investment Banking, Capital Markets, Reinsurance, Credit Ratings, Catastrophe Risk, Risk Based Capital, Property & Casualty..., Enterprise Risk..., Financial Institutions, Financial Structuring, Loans, ALM, Operational Risk, Structured Products, Securitization, Portfolio Management, Underwriting, Valuation, Financial Modeling, Hedge Funds, Credit Rating Agencies, Insurance Linked..., Derivatives, Insurance, Investments
Education
Fordham Gabelli School of Business 1981 — 1984
MBA, Finance & Marketing
Fordham University 1974 — 1977
BA, Biology
Kathleen McIntyre Sibley, CPA's Citi Experience May 2004 - August 2010
Job Senior Vice President at Citigroup
Industry Accounting
Experience
Citigroup August 2010 - Present
Citi May 2004 - August 2010
Citigroup June 1999 - April 2004
Citigroup March 1997 - March 1999
Coopers & Lybrand October 1994 - March 1997
Skills
Banking, Derivatives, Commodity, Regulatory Projects, Report Development, Financial Reporting, Internal Controls, Portfolio Management, Capital Markets, FX Options, Product Control, Fixed Income, Financial Risk, Hedge Funds, Structured Products, Finance, Financial Analysis, Investment Banking, Management
Education
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA, Finance, Personal Financial Planning
Rutgers University-New Brunswick 1990 — 1994
BS, Accounting
Citigroup August 2010 - Present
Citi May 2004 - August 2010
Citigroup June 1999 - April 2004
Citigroup March 1997 - March 1999
Coopers & Lybrand October 1994 - March 1997
Skills
Banking, Derivatives, Commodity, Regulatory Projects, Report Development, Financial Reporting, Internal Controls, Portfolio Management, Capital Markets, FX Options, Product Control, Fixed Income, Financial Risk, Hedge Funds, Structured Products, Finance, Financial Analysis, Investment Banking, Management
Education
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA, Finance, Personal Financial Planning
Rutgers University-New Brunswick 1990 — 1994
BS, Accounting
Douglas McKeever's Citi Experience December 2009 - Present
Job Treasury Professional at Citigroup
Industry Financial Services
Experience
Citi December 2009 - Present
Citi 2006 - December 2009
Citi September 2003 - 2006
Lehman Brothers 2000 - 2003
CIT 1998 - 2000
Dime Savings Bank of New York 1982 - 1998
Skills
Treasury, Interest Rate Risk..., Banking, CCAR, Fixed Income, Capital Markets, Portfolio Management, Management, Financial Modeling, Financial Analysis, Investments, Derivatives, Investment Banking, CFA
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Finance
Villanova University 1983 — 1985
BA, ECONOMICS, ENGLISH - minor
Citi December 2009 - Present
Citi 2006 - December 2009
Citi September 2003 - 2006
Lehman Brothers 2000 - 2003
CIT 1998 - 2000
Dime Savings Bank of New York 1982 - 1998
Skills
Treasury, Interest Rate Risk..., Banking, CCAR, Fixed Income, Capital Markets, Portfolio Management, Management, Financial Modeling, Financial Analysis, Investments, Derivatives, Investment Banking, CFA
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Finance
Villanova University 1983 — 1985
BA, ECONOMICS, ENGLISH - minor
ROBERT TAGLIONE's Citi Experience June 1975 - April 1985
Job Director at Citigroup
Industry Banking
Experience
Citigroup August 1989 - Present
NatWest Bank April 1985 - August 1989
Citi June 1975 - April 1985
Skills
RETIRED!!!
Education
Fordham Gabelli School of Business 1977 — 1979
MBA, FINANCE
Pace University 1971 — 1975
BBA, ACCOUNTING
Citigroup August 1989 - Present
NatWest Bank April 1985 - August 1989
Citi June 1975 - April 1985
Skills
RETIRED!!!
Education
Fordham Gabelli School of Business 1977 — 1979
MBA, FINANCE
Pace University 1971 — 1975
BBA, ACCOUNTING
Sean Murphy's Citi Experience January 2011 - June 2014
Job US Wealth Advisory ETF Specialist at iShares
Industry Financial Services
Experience
BlackRock June 2014 - Present
Citi January 2011 - June 2014
Citi April 2004 - December 2010
Citi June 2002 - April 2004
Skills
Equities, Trading, Capital Markets, Cash, Currency, Series 63, Series 7, Bloomberg, Securities, Financial Markets, FX, Hedge Funds, Derivatives, Equity Trading, Institutional Clients, Economics, Excel, Word, Process Improvement, Microsoft Office, Customer Service, PowerPoint, International Equities, Factset, Series 24, Settlement, ETFs
Education
Fordham University - Graduate School of Business Administration 2005 — 2008
MBA, Finance
Fordham University 1998 — 2002
BS, Business Administration, concentration in Finance
BlackRock June 2014 - Present
Citi January 2011 - June 2014
Citi April 2004 - December 2010
Citi June 2002 - April 2004
Skills
Equities, Trading, Capital Markets, Cash, Currency, Series 63, Series 7, Bloomberg, Securities, Financial Markets, FX, Hedge Funds, Derivatives, Equity Trading, Institutional Clients, Economics, Excel, Word, Process Improvement, Microsoft Office, Customer Service, PowerPoint, International Equities, Factset, Series 24, Settlement, ETFs
Education
Fordham University - Graduate School of Business Administration 2005 — 2008
MBA, Finance
Fordham University 1998 — 2002
BS, Business Administration, concentration in Finance
Steven Holm's Citi Experience July 2008 - July 2014
Job Partner at Cultivate Ventures
Industry Financial Services
Experience
Cultivate Ventures July 2014 - Present
muk haircare Pty Ltd January 2013 - Present
The Hoboken Man January 2008 - Present
Citi July 2008 - July 2014
Arganica December 2011 - December 2013
Citi July 2008 - December 2009
Credit Suisse February 2007 - July 2008
Lehman Brothers February 2005 - February 2007
Shearman and Sterling September 2000 - February 2005
Skills
Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Investment Banking, Equities, Corporate Finance, Portfolio Management, Banking, Derivatives, Hedge Funds, Risk Management, Financial Services, Strategic Financial..., Valuation, Private Equity, Alternative Investments, Managerial Finance, Bloomberg, Financial Reporting, Strategy, Finance, Securities, Trading Systems, Series 7, Business Analysis, Mutual Funds, Strategic Planning, Investments, Asset Management, Financial Risk, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Finance & Accounting
University of Delaware 1995 — 1999
Finance & Management
Cultivate Ventures July 2014 - Present
muk haircare Pty Ltd January 2013 - Present
The Hoboken Man January 2008 - Present
Citi July 2008 - July 2014
Arganica December 2011 - December 2013
Citi July 2008 - December 2009
Credit Suisse February 2007 - July 2008
Lehman Brothers February 2005 - February 2007
Shearman and Sterling September 2000 - February 2005
Skills
Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Investment Banking, Equities, Corporate Finance, Portfolio Management, Banking, Derivatives, Hedge Funds, Risk Management, Financial Services, Strategic Financial..., Valuation, Private Equity, Alternative Investments, Managerial Finance, Bloomberg, Financial Reporting, Strategy, Finance, Securities, Trading Systems, Series 7, Business Analysis, Mutual Funds, Strategic Planning, Investments, Asset Management, Financial Risk, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Finance & Accounting
University of Delaware 1995 — 1999
Finance & Management
Neal Schack's Citi Experience March 2013 - Present
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi March 2013 - Present
Bank of America Merrill Lynch May 2010 - March 2013
Bank of America Merrill Lynch April 2009 - May 2010
Merrill Lynch November 2008 - April 2009
Merrill Lynch February 2007 - November 2008
Merrill Lynch February 2007 - November 2008
Merrill Lynch September 2005 - February 2007
Merrill Lynch January 2002 - September 2005
Merrill Lynch October 1998 - January 2002
Credit Lyonnais December 1997 - October 1998
Skills
Fixed Income, Finance, Capital Markets, Derivatives, Bloomberg, Securities, Business Analysis, Alternative Investments, Financial Modeling, Financial Analysis, Bonds, Financial Services, Investment Banking, Credit Derivatives, Financial Reporting, Trading, Project Management, Project Coordination, Structured Products, Banking, Financial Markets, Bloomberg Terminal, Valuation, Options, Middle Office, Project Delivery, Project Planning, Product Control, Sungard GMI, Subledger Accounting, Oracle General Ledger, General Ledger, Price Testing, BRDs, FRD, Data Modeling, Logical Data Modeling, Physical Data Modeling
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance & Management, 3.9
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
BA, Accounting, Undergraduate College
Francis Lewis High School 1989 — 1992
High School, 10-12
Ryan Junior HS 1987 — 1989
Junior High School, 7-9
PS 26 1980 — 1987
Elementary, K-6
Citi March 2013 - Present
Bank of America Merrill Lynch May 2010 - March 2013
Bank of America Merrill Lynch April 2009 - May 2010
Merrill Lynch November 2008 - April 2009
Merrill Lynch February 2007 - November 2008
Merrill Lynch February 2007 - November 2008
Merrill Lynch September 2005 - February 2007
Merrill Lynch January 2002 - September 2005
Merrill Lynch October 1998 - January 2002
Credit Lyonnais December 1997 - October 1998
Skills
Fixed Income, Finance, Capital Markets, Derivatives, Bloomberg, Securities, Business Analysis, Alternative Investments, Financial Modeling, Financial Analysis, Bonds, Financial Services, Investment Banking, Credit Derivatives, Financial Reporting, Trading, Project Management, Project Coordination, Structured Products, Banking, Financial Markets, Bloomberg Terminal, Valuation, Options, Middle Office, Project Delivery, Project Planning, Product Control, Sungard GMI, Subledger Accounting, Oracle General Ledger, General Ledger, Price Testing, BRDs, FRD, Data Modeling, Logical Data Modeling, Physical Data Modeling
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance & Management, 3.9
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
BA, Accounting, Undergraduate College
Francis Lewis High School 1989 — 1992
High School, 10-12
Ryan Junior HS 1987 — 1989
Junior High School, 7-9
PS 26 1980 — 1987
Elementary, K-6
Dylan Gorzynski's Citi Experience 2012 - March 2013
Job Tesla Motors
Industry Automotive
Experience
Tesla Motors April 2014 - Present
Peet's Coffee & Tea 2012 - April 2014
Citi 2012 - March 2013
Starbucks 2011 - 2012
Macy's 2011 - 2011
Skills
Customer Service, Sales
Education
Foothill College 2010 — 2014
Engineering
Tesla Motors April 2014 - Present
Peet's Coffee & Tea 2012 - April 2014
Citi 2012 - March 2013
Starbucks 2011 - 2012
Macy's 2011 - 2011
Skills
Customer Service, Sales
Education
Foothill College 2010 — 2014
Engineering
Erika Naranjo's Citi Experience February 2002 - Present
Job Vicepresident at Citibank
Industry Financial Services
Experience
A+ CasaInterior June 2009 - Present
The Building Crew January 2005 - Present
Citi February 2002 - Present
Cisneros Group of Companies July 1999 - May 2000
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Global Business
A+ CasaInterior June 2009 - Present
The Building Crew January 2005 - Present
Citi February 2002 - Present
Cisneros Group of Companies July 1999 - May 2000
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Global Business
Vafa Vahid's Citi Experience November 2004 - August 2010
Job Managing Director BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2012 - Present
Fannie Mae November 2011 - October 2012
Fannie Mae August 2010 - November 2011
Citi November 2004 - August 2010
Citi May 1996 - November 2004
NATIONAL WESTMINSTER BANK/FLEET BANK May 1994 - May 1996
Citibank 1990 - 1994
Citibank 1988 - 1990
Skills
Strategic Financial..., Finance, Expense Management, Outsourcing Management, Activity Based Costing, Project Finance, Performance Metrics, Operational Efficiency, Capital Budgeting, Budget Process, People Development, Team Leadership, Operational Risk, IT Audit, Budgets, Mergers & Acquisitions, PMO, Leadership, Managerial Finance, Program Management, Due Diligence, Management, Analysis, Executive Management, Banking, Business Analysis, Enterprise Software, Risk Management, Strategy, Capital Markets
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Finance
Hobart and William Smith Colleges 1984 — 1988
BA, Economics
BNY Mellon November 2012 - Present
Fannie Mae November 2011 - October 2012
Fannie Mae August 2010 - November 2011
Citi November 2004 - August 2010
Citi May 1996 - November 2004
NATIONAL WESTMINSTER BANK/FLEET BANK May 1994 - May 1996
Citibank 1990 - 1994
Citibank 1988 - 1990
Skills
Strategic Financial..., Finance, Expense Management, Outsourcing Management, Activity Based Costing, Project Finance, Performance Metrics, Operational Efficiency, Capital Budgeting, Budget Process, People Development, Team Leadership, Operational Risk, IT Audit, Budgets, Mergers & Acquisitions, PMO, Leadership, Managerial Finance, Program Management, Due Diligence, Management, Analysis, Executive Management, Banking, Business Analysis, Enterprise Software, Risk Management, Strategy, Capital Markets
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Finance
Hobart and William Smith Colleges 1984 — 1988
BA, Economics
Kris Horton's Citi Experience 2006 - 2009
Job Experienced Financial Leader and Operational Partner
Industry Warehousing
Experience
GE January 2009 - Present
Citi 2006 - 2009
Education
Fordham University - Graduate School of Business Administration
MBA
University of Dayton
GE January 2009 - Present
Citi 2006 - 2009
Education
Fordham University - Graduate School of Business Administration
MBA
University of Dayton
Ethan Hooten's Citi Experience December 2002 - March 2008
Job barista at Starbucks Coffee Company
Industry Retail
Experience
LICENSURE/CERTIFICATION May 2012 - Present
El Camino Hospital January 2011 - Present
Starbucks Coffee Company June 2010 - Present
Starbucks June 2010 - Present
T-Mobile USA July 2009 - June 2010
Citi December 2002 - March 2008
Skills
Barista Training
Education
Foothill College
Graduate
CNM
Associates degree, Pre-managment
Manzano High School/TVI
High School diploma
LICENSURE/CERTIFICATION May 2012 - Present
El Camino Hospital January 2011 - Present
Starbucks Coffee Company June 2010 - Present
Starbucks June 2010 - Present
T-Mobile USA July 2009 - June 2010
Citi December 2002 - March 2008
Skills
Barista Training
Education
Foothill College
Graduate
CNM
Associates degree, Pre-managment
Manzano High School/TVI
High School diploma
Marcello Santomauro's Citi Experience 2008 - Present
Job VP Finance at Citigroup
Industry Financial Services
Experience
Citi 2008 - Present
Citi 2005 - 2008
Credit Suisse First Boston 2004 - 2005
Deutsche Bank 2001 - 2004
Deutsche Bank 1997 - 2001
Skills
Product Control, Credit Derivatives, Derivatives, Valuation, Capital Markets, Financial Analysis, Investment Banking, Financial Modeling, Equity Derivatives, Fixed Income, Middle Office, Corporate Finance, Equities, Emerging Markets, Finance, Bloomberg, Banking
Education
Fordham Gabelli School of Business
MBA, Finance
Xaverian HS
Citi 2008 - Present
Citi 2005 - 2008
Credit Suisse First Boston 2004 - 2005
Deutsche Bank 2001 - 2004
Deutsche Bank 1997 - 2001
Skills
Product Control, Credit Derivatives, Derivatives, Valuation, Capital Markets, Financial Analysis, Investment Banking, Financial Modeling, Equity Derivatives, Fixed Income, Middle Office, Corporate Finance, Equities, Emerging Markets, Finance, Bloomberg, Banking
Education
Fordham Gabelli School of Business
MBA, Finance
Xaverian HS
Carmine J. Barresi's Citi Experience August 2013 - Present
Job Client Service Officer at Citi
Industry Financial Services
Experience
Citi August 2013 - Present
Citi May 2012 - August 2013
MetLife April 2011 - May 2012
JPMorgan Chase August 2007 - April 2011
Skills
Securities, Financial Services, FINRA, Mutual Funds, Series 63, Series 7, Retirement Planning, Retirement, Investments, Series 6, Insurance, Wealth Management, Asset Allocation, Financial Planning, Financial Analysis, Portfolio Management
Education
Fordham Gabelli School of Business 2003 — 2007
BS, Finance and Econimics
Citi August 2013 - Present
Citi May 2012 - August 2013
MetLife April 2011 - May 2012
JPMorgan Chase August 2007 - April 2011
Skills
Securities, Financial Services, FINRA, Mutual Funds, Series 63, Series 7, Retirement Planning, Retirement, Investments, Series 6, Insurance, Wealth Management, Asset Allocation, Financial Planning, Financial Analysis, Portfolio Management
Education
Fordham Gabelli School of Business 2003 — 2007
BS, Finance and Econimics
Joan Rasnow's Citi Experience September 1976 - January 1991
Job Financial Services Professional
Industry Financial Services
Experience
Sterling Bank October 2007 - October 2010
JP Morgan Chase 1999 - 2005
Citi September 1976 - January 1991
Skills
Banking, Budgets, Cash Management, Management
Education
Fordham University - Graduate School of Business Administration 1978 — 1981
Masters of Business Administration, Finance/Management
New York University 1972 — 1975
Master of Arts, Educational Psychology
Sterling Bank October 2007 - October 2010
JP Morgan Chase 1999 - 2005
Citi September 1976 - January 1991
Skills
Banking, Budgets, Cash Management, Management
Education
Fordham University - Graduate School of Business Administration 1978 — 1981
Masters of Business Administration, Finance/Management
New York University 1972 — 1975
Master of Arts, Educational Psychology
Rebekah Shine's Citi Experience September 2002 - October 2003
Job Independent Cosmetics Professional
Industry Cosmetics
Experience
Mary Kay Idependent Consultant 2006 - Present
Citi September 2002 - October 2003
Tea, Travel, & Tiques 2002 - 2003
New Focus, Inc. 1994 - 2000
Mountain View Public Library 1990 - 1995
Skills
Sourcing, Trade Shows, Training, Cosmetics, Beauty, Skin Care, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Makeup Artistry, Retail, Marketing, Social Media, Fourth Shift, Event Planning, Hiring Employees, Interviewing Skills, Marketing Communications, Sales, Advertising, Merchandising, Event Management, Inventory Management, Children, Integrated Library..., Purchasing, Cycle Counting, Direct Sales, Makeovers
Education
Mountain View High School 1989 — 1993
High School Diploma
Foothill College
Mary Kay Idependent Consultant 2006 - Present
Citi September 2002 - October 2003
Tea, Travel, & Tiques 2002 - 2003
New Focus, Inc. 1994 - 2000
Mountain View Public Library 1990 - 1995
Skills
Sourcing, Trade Shows, Training, Cosmetics, Beauty, Skin Care, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Makeup Artistry, Retail, Marketing, Social Media, Fourth Shift, Event Planning, Hiring Employees, Interviewing Skills, Marketing Communications, Sales, Advertising, Merchandising, Event Management, Inventory Management, Children, Integrated Library..., Purchasing, Cycle Counting, Direct Sales, Makeovers
Education
Mountain View High School 1989 — 1993
High School Diploma
Foothill College
Ethan Hooten's Citi Experience December 2002 - March 2008
Job Barista at starbucks
Industry Retail
Experience
starbucks June 2010 - Present
Citi December 2002 - March 2008
Education
Foothill College 2011 — 2012
Paramedic
starbucks June 2010 - Present
Citi December 2002 - March 2008
Education
Foothill College 2011 — 2012
Paramedic
John LaMendola, MBA's Citi Experience June 2003 - September 2008
Job Sr. Quality Assurance Engineer at GT Nexus (formerly TradeCard)
Industry Computer Software
Experience
GT Nexus (formerly TradeCard) July 2008 - Present
Citi June 2003 - September 2008
Hewitt Associates June 2002 - June 2003
Skills
SDLC, Business Analysis, User Acceptance Testing, SQL, Visio, Requirements Analysis, XML, Software Project..., Requirements Gathering, Agile Project Management, Agile Methodologies, SharePoint, Testing, SaaS, Vendor Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
MBA, Management Information Systems, 3.65 / 4.00 Overall GPA
Quinnipiac University - School of Business 1998 — 2002
Bachelor of Science, Information Systems, 3.62 / 4.00 Overall GPA, Magna Cum Laude
GT Nexus (formerly TradeCard) July 2008 - Present
Citi June 2003 - September 2008
Hewitt Associates June 2002 - June 2003
Skills
SDLC, Business Analysis, User Acceptance Testing, SQL, Visio, Requirements Analysis, XML, Software Project..., Requirements Gathering, Agile Project Management, Agile Methodologies, SharePoint, Testing, SaaS, Vendor Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
MBA, Management Information Systems, 3.65 / 4.00 Overall GPA
Quinnipiac University - School of Business 1998 — 2002
Bachelor of Science, Information Systems, 3.62 / 4.00 Overall GPA, Magna Cum Laude
Joseph Rota's Citi Experience September 2013 - Present
Job SVP/Senior Audit Manager Citi
Industry Financial Services
Experience
Citi September 2013 - Present
JP Morgan Chase August 2010 - August 2013
BNY Mellon August 2005 - August 2010
Skills
Banking, Capital Markets, Corporate Finance, Derivatives, Finance, Risk Management
Education
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA, Finance
Manhattan College 1991 — 1995
BS, Accounting, Finance
Bergen Catholic HS 1987 — 1991
Citi September 2013 - Present
JP Morgan Chase August 2010 - August 2013
BNY Mellon August 2005 - August 2010
Skills
Banking, Capital Markets, Corporate Finance, Derivatives, Finance, Risk Management
Education
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA, Finance
Manhattan College 1991 — 1995
BS, Accounting, Finance
Bergen Catholic HS 1987 — 1991
mara bardinelli's Citi Experience July 2015 - Present
Job Director Capital Introductions at Citi Global Markets
Industry Financial Services
Experience
Citi July 2015 - Present
Morgan Stanley October 1999 - July 2015
Goldman Sachs June 1997 - September 1999
Skills
Hedge Funds, Prime Brokerage, Securities Lending, Equities, Series 7, Alternative Investments, Derivatives, Securities, Fixed Income, Bloomberg, Series 63, Equity Derivatives
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
MBA, Finance/Marketing
Vanderbilt University 1986 — 1990
Bachelor of Arts, Economics
Citi July 2015 - Present
Morgan Stanley October 1999 - July 2015
Goldman Sachs June 1997 - September 1999
Skills
Hedge Funds, Prime Brokerage, Securities Lending, Equities, Series 7, Alternative Investments, Derivatives, Securities, Fixed Income, Bloomberg, Series 63, Equity Derivatives
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
MBA, Finance/Marketing
Vanderbilt University 1986 — 1990
Bachelor of Arts, Economics
Patricia Eletto's Citi Experience 1985 - 2000
Job Director, Business Process at DealerTrack
Industry Computer Software
Experience
DealerTrack December 2003 - Present
eProfile / Sanchez 2000 - 2005
Sanchez Computer Associates 1999 - 2003
Citi 1985 - 2000
Skills
Vendor Management, SDLC, Product Management, Business Analysis, Project Portfolio..., Cross-functional Team..., Salesforce.com, PMO, Process Improvement, Requirements Analysis, Financial Services, Integration, Software Project..., IT Strategy, Program Management, Executive Management, Analytics, Business Intelligence, CRM, Risk Management, PMP, ITIL, Change Management, SaaS, Process Engineering, Leadership, Business Process, Business Process..., Data Center, IT Management, Management, Disaster Recovery, Project Management, Cloud Computing, Visio, Enterprise Software, Strategy, Requirements Gathering, Agile Methodologies, Agile Project Management, Outsourcing, Business Development
Education
Pratt Institute
Bachelor of Science (BS), Data Systems Management
Kiingsborough - CUNY
AAS, Data Processing
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Pratt Institute
BS, Data Systems Management
DealerTrack December 2003 - Present
eProfile / Sanchez 2000 - 2005
Sanchez Computer Associates 1999 - 2003
Citi 1985 - 2000
Skills
Vendor Management, SDLC, Product Management, Business Analysis, Project Portfolio..., Cross-functional Team..., Salesforce.com, PMO, Process Improvement, Requirements Analysis, Financial Services, Integration, Software Project..., IT Strategy, Program Management, Executive Management, Analytics, Business Intelligence, CRM, Risk Management, PMP, ITIL, Change Management, SaaS, Process Engineering, Leadership, Business Process, Business Process..., Data Center, IT Management, Management, Disaster Recovery, Project Management, Cloud Computing, Visio, Enterprise Software, Strategy, Requirements Gathering, Agile Methodologies, Agile Project Management, Outsourcing, Business Development
Education
Pratt Institute
Bachelor of Science (BS), Data Systems Management
Kiingsborough - CUNY
AAS, Data Processing
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Pratt Institute
BS, Data Systems Management
Haley Siman's Citi Experience 2005 - 2006
Job Attorney at Quinn Emanuel
Industry Law Practice
Experience
Quinn Emanuel 2006 - Present
Citi 2005 - 2006
Morvillo Abramowitz Grand Iason & Anello 2004 - 2005
Clifford Chance US LLP 2000 - 2004
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
NYU School of Law
Doctor of Law (JD)
Wesleyan University
Bachelor's degree, with Honors, Government and French Literature
Quinn Emanuel 2006 - Present
Citi 2005 - 2006
Morvillo Abramowitz Grand Iason & Anello 2004 - 2005
Clifford Chance US LLP 2000 - 2004
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
NYU School of Law
Doctor of Law (JD)
Wesleyan University
Bachelor's degree, with Honors, Government and French Literature
Tim Milanich's Citi Experience 1900 - 1901
Job Director of Private Investments at Case Western Reserve University
Industry Higher Education
Experience
Case Western Reserve University June 2007 - Present
National City Bank July 2006 - May 2007
Parkwood Corporation November 2003 - July 2006
Citi 1900 - 1901
Skills
Sourcing, Due Diligence, Investment Selection, Strategy Implementation, Teamwork, Networking, Project Oversight, Asset Allocation, Financial Analysis, Investment Strategies, Management
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA), Finance, General
Fordham University 1993 — 1997
Bachelor of Science (BS), MBA
St Ignatius 1989 — 1993
Case Western Reserve University June 2007 - Present
National City Bank July 2006 - May 2007
Parkwood Corporation November 2003 - July 2006
Citi 1900 - 1901
Skills
Sourcing, Due Diligence, Investment Selection, Strategy Implementation, Teamwork, Networking, Project Oversight, Asset Allocation, Financial Analysis, Investment Strategies, Management
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA), Finance, General
Fordham University 1993 — 1997
Bachelor of Science (BS), MBA
St Ignatius 1989 — 1993
Chris Finley's Citi Experience 2000 - 2004
Job Director at UBS
Industry Financial Services
Experience
UBS January 2015 - Present
UBS February 2010 - January 2015
CIBC World Markets 2005 - 2009
RBC Capital Markets 2004 - 2005
Citi 2000 - 2004
Cendant Mortgage 1998 - 2000
Education
Fordham University
Master of Arts (M.A.), Economics
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Accounting and Finance
Hamilton College
Bachelor of Arts (B.A.), Psychology
UBS January 2015 - Present
UBS February 2010 - January 2015
CIBC World Markets 2005 - 2009
RBC Capital Markets 2004 - 2005
Citi 2000 - 2004
Cendant Mortgage 1998 - 2000
Education
Fordham University
Master of Arts (M.A.), Economics
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Accounting and Finance
Hamilton College
Bachelor of Arts (B.A.), Psychology
William Malle's Citi Experience September 1969 - December 2013
Job R.
Industry Financial Services
Experience
Citi September 1969 - December 2013
Skills
Capital Markets, Investment Banking, Equities, Strategic Planning, Derivatives, Portfolio Management, Fixed Income, Financial Advisor..., Portfolio Structuring, Trading Systems, Structured Products, Financial Modeling, Banking, Financial Markets, FX Options, Hedge Funds, Bloomberg, Bonds, Alternative Investments, Analysis, Credit Derivatives, Asset Management, Customer Service, Emerging Markets, Financial Services, Financial Structuring, Hedging, Interest Rate..., Investments, Market Risk, Securities, Series 7, Trading, Strategic Financial..., Middle Office, Electronic Trading, Wealth Management, Market Data, Options, Quantitative Finance, Structured Finance, Equity Derivatives, Equity Research, Private Banking, Mutual Funds, Social Media, Due Diligence
Education
Fordham University - Graduate School of Business Administration 1969 — 1971
Master of Business Administration (M.B.A.)
Citi September 1969 - December 2013
Skills
Capital Markets, Investment Banking, Equities, Strategic Planning, Derivatives, Portfolio Management, Fixed Income, Financial Advisor..., Portfolio Structuring, Trading Systems, Structured Products, Financial Modeling, Banking, Financial Markets, FX Options, Hedge Funds, Bloomberg, Bonds, Alternative Investments, Analysis, Credit Derivatives, Asset Management, Customer Service, Emerging Markets, Financial Services, Financial Structuring, Hedging, Interest Rate..., Investments, Market Risk, Securities, Series 7, Trading, Strategic Financial..., Middle Office, Electronic Trading, Wealth Management, Market Data, Options, Quantitative Finance, Structured Finance, Equity Derivatives, Equity Research, Private Banking, Mutual Funds, Social Media, Due Diligence
Education
Fordham University - Graduate School of Business Administration 1969 — 1971
Master of Business Administration (M.B.A.)
Frank Viggiano's Citi Experience January 2002 - January 2005
Job Vice President Equity Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2007 - Present
Legg Mason January 2005 - February 2007
Citi January 2002 - January 2005
Smith Barney September 2000 - January 2002
Skills
Trading, Electronic Trading, Trading Systems, Equity Trading, Derivatives, Equities, Portfolio Management, Capital Markets, Series 7, Series 66, Asset Management, ETFs, Foreign Exchange, Investments, Bloomberg, Series 63
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
Master of Business Administration (MBA), Accounting and Finance
Marist College 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Morgan Stanley February 2007 - Present
Legg Mason January 2005 - February 2007
Citi January 2002 - January 2005
Smith Barney September 2000 - January 2002
Skills
Trading, Electronic Trading, Trading Systems, Equity Trading, Derivatives, Equities, Portfolio Management, Capital Markets, Series 7, Series 66, Asset Management, ETFs, Foreign Exchange, Investments, Bloomberg, Series 63
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
Master of Business Administration (MBA), Accounting and Finance
Marist College 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Paul Schlichting's Citi Experience September 1988 - January 1995
Job Assistant General Counsel at CFTC
Industry Financial Services
Experience
CFTC April 2013 - Present
US Securities and Exchange Commission December 2011 - April 2013
CFTC May 2010 - December 2011
Willkie Farr & Gallagher LLP October 2004 - May 2010
Dechert LLP August 2001 - January 2003
CIBC World Markets March 1996 - August 1998
Deutsche Bank January 1995 - March 1996
Citi September 1988 - January 1995
Skills
Corporate Governance, Financial Risk, Securities, Corporate Law, Due Diligence, Securities Regulation, Mergers & Acquisitions, Private Equity, Joint Ventures, Capital Markets, Corporate Finance, Structured Finance, Securitization, IPO, Legal Writing, Intellectual Property, Legal Research, Restructuring, Hedge Funds
Education
Georgetown University Law Center 2002 — 2005
LL.M., Taxation
University of Pennsylvania 1998 — 2001
Doctor of Law (JD)
Fordham University - Graduate School of Business Administration 1990 — 1993
Master of Business Administration (MBA), Accounting and Finance
Pace University - Lubin School of Business
Bachelor's Degree, Marketing Research
CFTC April 2013 - Present
US Securities and Exchange Commission December 2011 - April 2013
CFTC May 2010 - December 2011
Willkie Farr & Gallagher LLP October 2004 - May 2010
Dechert LLP August 2001 - January 2003
CIBC World Markets March 1996 - August 1998
Deutsche Bank January 1995 - March 1996
Citi September 1988 - January 1995
Skills
Corporate Governance, Financial Risk, Securities, Corporate Law, Due Diligence, Securities Regulation, Mergers & Acquisitions, Private Equity, Joint Ventures, Capital Markets, Corporate Finance, Structured Finance, Securitization, IPO, Legal Writing, Intellectual Property, Legal Research, Restructuring, Hedge Funds
Education
Georgetown University Law Center 2002 — 2005
LL.M., Taxation
University of Pennsylvania 1998 — 2001
Doctor of Law (JD)
Fordham University - Graduate School of Business Administration 1990 — 1993
Master of Business Administration (MBA), Accounting and Finance
Pace University - Lubin School of Business
Bachelor's Degree, Marketing Research
Steve Cheeseman's Citi Experience June 1986 - Present
Job Managing Director Head of Liability Mgnt at Citi
Industry Financial Services
Experience
Citi June 1986 - Present
Education
Fordham University - Graduate School of Business Administration 1989 — 1991
MBA, Finance, General
Citi June 1986 - Present
Education
Fordham University - Graduate School of Business Administration 1989 — 1991
MBA, Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.