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,
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42,894 Citi employees in database. Find out everything there's to know about Citi employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citi Employees
Bank of America Merrill Lynch July 2015 - Present
Bank of the West (BNP Paribas Group) August 2014 - July 2015
Citi July 2012 - August 2014
Citi July 2009 - June 2012
IBM May 2008 - May 2009
Skills
Financial Modeling, Valuation, Bloomberg, Investments, Product Marketing, Market Research, Product Management, Finance, Banking, Corporate Finance, Portfolio Management, Financial Analysis, Financial Services, Investment Strategies, Hedge Funds
Education
Fordham University 2005 — 2009
Bachelors, Finance & Economics
Citi June 2006 - Present
Citi July 1969 - Present
Skills
Global Customer Service, Customer-focused, Customer-facing, Customer Satisfaction, Credit, Banking, Middle Office, Fund Accounting, Finance, Fund Administration, Fixed Income, Bloomberg, Credit Cards, AML, Customer Service..., KYC, BPO, Operational Risk, Prime Brokerage, Corporate Actions, Consumer Lending, Series 63, Cross Selling, Credit Analysis
Education
Fordham University 1986 — 1996
Bachelor of Business Administration (B.B.A.), Accounting and Finance
NYU Stern School of Business 1970 — 1974
Citi March 2014 - Present
Credit Suisse September 2006 - March 2014
New York Stock Exchange October 2000 - September 2006
American Stock Exchange March 1998 - September 2000
Skills
Securities, Capital Markets, Investment Banking, KYC, Sanction, AML, FINRA, Financial Risk, OFAC, Financial Institutions, USA PATRIOT Act, Financial Regulation, Hedge Funds, Operational Risk, Anti Money Laundering
Education
St. John's University, Jamaica, NY
MBA, Finance
Fordham University 1994 — 1998
BA, Finance and Economics
Citi September 1960 - 2003
Skills
Microsoft Office, Microsoft Word, PowerPoint, English, Outlook, Photoshop, Teaching, Public Speaking, Microsoft Excel
Education
Fordham University 1971 — 1973
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, P
Rutgers University 1964 — 1968
Bachelor of Arts (B.A.), Economics, C+
Pace University 1961 — 1964
Associate of Arts and Sciences (A.A.S.)
Cardinal Hayes High School 1958 — 1961
high school diploma
HSBC May 2015 - Present
HSBC February 2013 - Present
HSBC August 2012 - February 2013
HSBC June 2010 - August 2012
HSBC July 2009 - June 2010
Citi May 2006 - April 2009
Skills
Microsoft Excel, Microsoft Office, MS Project, Project Planning, Financial Reporting, Organizational..., Commercial Banking, Leadership, PowerPoint, Risk Management, Banking, Time Management, Relationship Management, Business Analysis, Finance
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (MBA), Management / Marketing Dual Major
Fordham University 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Saint Francis Prep 2001 — 2005
Advanced Regents Diploma, 98
J.P. Morgan June 2014 - Present
Student Managed Investment Fund September 2013 - May 2014
Goldman Sachs May 2013 - August 2013
Citi October 2012 - May 2013
Radwanska Team January 2009 - May 2013
Sunningdale Golf Club May 2012 - July 2012
UBS Wealth Management October 2011 - January 2012
Skills
Bloomberg Terminal, Bloomberg, Finance, Leadership, Marketing, Market Research, Investment Banking, Equities, Valuation, Hedge Funds, SPSS, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management
Education
Fordham University 2011 — 2014
Bachelor of Science (B.S.), Major in Finance, Concentration in Value Investing, Honors Thesis Program, Summa Cum Laude en Cursu Honorum
Xerox Business Services, LLC March 2012 - May 2013
Chico's FAS, Inc. September 2010 - March 2012
Liz Clayborn March 2010 - October 2010
American Sugar Refining April 2009 - October 2009
EdisonLearning January 2009 - February 2009
Affiliated Computer Services May 2007 - May 2008
Citi March 1993 - February 2007
Citigroup 1993 - 2007
Skills
Management, Analysis, Human Resources, Employee Benefits, Payroll, PeopleSoft, HR Policies, Customer Service, Personnel Management, Software Documentation, Insurance, Deferred Compensation, Outlook, HRIS, Benefits Administration, Program Management, Policy
Education
Fordham University
Business Administration and Management, General
State University of New York Empire State College
BS, Busines Administration
First Team Real Estate August 2006 - Present
Verify, Inc March 2004 - March 2006
Citi February 2000 - April 2002
Skills
Real Estate, Customer Satisfaction, Relocation, Outlook, PowerPoint, Windows 7, Training, FHA, Computer Hardware, Computer Maintenance, Active Directory, Customer Service, Cisco Technologies, Citrix, Microsoft Office, DNS management, Windows Vista, Windows 8, Telecommunications, Tanking, Google Apps, Microsoft Word, Management, Microsoft Excel
Education
Fordham University 1995 — 1999
Bachelor's degree, Business Administration
Carver Federal Savings Bank January 2011 - August 2013
Citi 2008 - November 2010
Citi 2002 - 2004
Citi 2000 - 2001
Citi 1998 - 2000
Skills
Microsoft Excel, Microsoft Word, Webfiling, NACMD, GCMD, SEC filings, Accounts Payable, Journal Entries, Management, Finance, Auditing, Financial Reporting, Financial Analysis, P&L, Forecasting, General Ledger, Analysis, Accounting, Budgets, Managerial Finance, Banking, Financial Risk, Risk Management
Education
Fordham University 1995 — 1997
Master of Business Administration (MBA), Finance, General
Fordham University
Bachelor of Science (BS), Business Administration and Management, General
Xavier High School
LSGH
Morgan Stanley Wealth Management March 2012 - Present
Morgan Stanley Smith Barney June 2009 - March 2012
Citi June 2004 - June 2009
Skills
Fixed Income, Series 7, Portfolio Management, Equities, Wealth Management, Series 63, Asset Management, Investments, Capital Markets, Securities, Mutual Funds, Business Analysis, Risk Management, Bloomberg, Financial Analysis
Education
Fordham University 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Allied Building Products May 2015 - August 2015
Untracht Early LLC June 2014 - August 2014
Citi May 2013 - August 2013
Philadelphia 76ers October 2012 - December 2012
Skills
Microsoft Excel, Finance, Microsoft Office, Financial Accounting, Accounting, Financial Analysis, PowerPoint, Critical Thinking, Market Research, Financial Modeling
Education
Fordham University 2015 — 2016
Master's Degree, Accounting
Rowan University 2011 — 2015
Bachelor’s Degree, Accounting
National University of Ireland, Galway 2014 — 2014
Business, Arts
Waldwick High School
Delaware Investments December 2008 - Present
Gartmore 2001 - 2005
Citi 1999 - 2001
Education
Fordham University 1994 — 1998
Bachelor of Science (BS), Psychology
St. Joseph's Prep 1990 — 1994
Royal Bank of Scotland December 2012 - Present
T3 Trading Group, LLC January 2010 - December 2012
JPMorgan Chase August 2005 - August 2008
Citi January 2001 - March 2003
Skills
Banking, Mortgage Lending, Investments, Credit Analysis, Credit Risk, Credit, Commercial Banking, Retail Banking, Loans, Portfolio Management, Private Banking, Commercial Lending, Financial Risk, Investment Banking, Wealth Management, Loan Origination, Small Business Lending, Fixed Income, Capital Markets, Consumer Lending, Cross Selling, Equities, Corporate Finance, Derivatives, Series 7, Financial Advisory, Bonds, Financial Markets, Financial Structuring
Education
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Economics/Finance
New York Country Club March 2011 - Present
New York Country Club July 2010 - March 2011
Northern Westchester Hospital September 2009 - April 2010
Citi November 2004 - December 2008
Skills
Customer Service, Operations Management, Team Building, Budgets, Microsoft Office, Event Management, Event Planning, Strategic Planning, Microsoft Excel, Inventory Management, Management, Team Leadership, Microsoft Word, Customer Satisfaction, Policy, Training, Forecasting, Time Management, Administration, Leadership
Education
Fordham University 2000 — 2004
Bachelor of Science (BS), Computer and Information Sciences, General
Clinical Experience January 2013 - April 2014
Houlihan Lokey December 2010 - December 2012
Citi July 2009 - April 2011
Soros Fund Management May 2008 - September 2008
UBS September 2007 - May 2008
Ithaka Harbors May 2007 - September 2007
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Social Media, Project Management, Business Analysis, Customer Service, Microsoft Word, Statistics, Databases, Event Planning, Outlook, Leadership, Mergers & Acquisitions, Analysis, Banking
Education
University of Medicine and Dentistry of New Jersey 2013 — 2014
Bachelor of Science (B.S.), Nursing
Fordham University 2007 — 2009
Bachelors, Business Administration - Finance
James Madison University 2005 — 2007
PwC January 2015 - Present
Citi May 2014 - January 2015
Bessemer Trust February 2014 - May 2014
United Nations January 2014 - April 2014
Fordham University February 2013 - September 2013
Manhattan Place Entertainment Inc. May 2013 - August 2013
Ariva February 2013 - April 2013
Shangtang Mining Investment & Co. February 2012 - July 2012
Freelance May 2009 - March 2010
Shenyin & Wanguo Securities Co. Ltd. June 2009 - August 2009
Skills
OneSource, ProSystem fx Tax, GoSystems, Superforms, Accounting, Tax Preparation, Corporate Tax, Income Tax, Tax Returns, Analysis, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Word, QuickBooks, Corporate Finance, Critical Thinking, Investments, Data Analysis, Economics, Tax, Financial Statement..., Estate and Gift Tax, Songwriting, SPSS, Video Editing, Graphic Design, Sales Tax, PowerPoint, Accounts Receivable, Financial Accounting, Financial Reporting, Auditing, Accounts Payable, Bloomberg Terminal, Statistics, Eviews, Keynote Presentation, Taxwise
Education
Fordham University 2012 — 2014
Master of Taxation, Tax Law/Taxation, 3.85
Tianjin University of Finance and Economics 2007 — 2011
Bachelor of Arts (BA), Economics
School of Visual Arts
Continuing Education, Graphic Design
Citi June 2015 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, SQL, Bloomberg, Access, Financial Accounting, Economics, Teamwork, Customer Satisfaction, Microsoft Office, Business Analysis, Accounts Receivable, Research, Market Research
Education
Fordham University 2011 — 2015
Bachelor of Science (BS), Applied Accounting and Finance
China Pacific Insurance Company February 2014 - Present
Columbia University in the City of New York October 2013 - October 2013
Everbright Securities July 2013 - August 2013
United Nations January 2013 - June 2013
Citi January 2012 - April 2012
PwC July 2011 - August 2011
SHANGHAI SHENTONG JCDECAUX METRO ADVERTISING CO., LTD. June 2010 - September 2010
Citi January 2010 - March 2010
Skills
Risk Management, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Teamwork, Research, Event Planning, Finance, Translation
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MSc), Global Finance
Shanghai Jiao Tong University 2008 — 2012
Bachelor of Arts (B.A.), English (Finance and Business)
Citi July 2012 - Present
Cox Communications January 2010 - July 2012
Citigroup April 2009 - November 2009
Citigroup September 2007 - March 2009
American Airlines May 1991 - September 2007
Skills
Bilingual, Call Center, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Problem Solving, Quality System, Vendor Management, Employee Training, Banking, Call Centers, Leadership, Performance Management, Project Management, Relationship Management, Program Management, Management, Visio, Operations Management, Sales, Hiring, Strategic Planning, Team Leadership, Team Building, Process Improvement, Leadership Development, Business Analysis, Outlook, Credit, Organizational..., Financial Analysis, Time Management, Recruiting, Change Management, Risk Management, Training, Coaching, Spanish, Human Resources, Financial Services, Credit Cards, Lotus Notes, Team Management, Loans
Education
Cardinal Spellman High School
H.S. Diploma
Fordham University
alphabroder June 2015 - Present
Merit Service Solutions March 2013 - June 2015
Citi February 2012 - March 2013
Citi February 2010 - February 2012
Citi June 2007 - February 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Data Analysis, Strategic Planning, Analytics, Competitive Analysis, Analysis, Microsoft Excel, Finance, Valuation, Market Research, Financial Planning, Business Analysis, Hyperion, Excel, Private Equity, Budgeting, Process Improvement, Mergers & Acquisitions, Team Leadership, Management, Project Management
Education
Villanova University 2014 — 2016
Master of Business Administration (M.B.A.)
Fordham University 2003 — 2007
Bachelor of Arts (B.A.), Economics
LLC Wakeford April 2010 - Present
Open Door Family Medical Centers November 2009 - March 2011
Citi March 2005 - November 2009
Skills
Case Managment, Risk Assessment, Public Outreach, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, Office Management, IT Outsourcing, Auditing, Community Outreach, Compliance
Education
Fordham University 1979 — 1983
Bachelor's degree, Accounting and Business/Management
Citi February 2015 - Present
J.P. Morgan February 2010 - February 2015
J.P. Morgan September 2006 - February 2010
Hotel Bellwether January 2005 - August 2006
Skills
Training & Development, HR Consulting, Strategic Consulting, Client Service, Instructional Design, Reporting & Analysis, Project Facilitation, Presenter, Financial Markets, Program Management, Project Planning, Project Coordination, Document Design, Copy Editing, Presentation Coaching, Writing Coach, Administration, Learning Management, E-learning, Adobe Connect, Project Management, Management, Employee Engagement, Training, Human Resources
Education
Fordham University 2007 — 2009
Bachelor of Arts (B.A.), English Language and Literature/Letters, 3.8 GPA, graduated summa cum laude
Whatcom Community College 2002 — 2006
Associate of Arts and Sciences (A.A.S.), English Language and Literature/Letters
UBS April 2007 - Present
Citi July 2006 - April 2007
Skills
Hedge Funds, Fixed Income, Alternative Investments, Economics, Fund Of Funds, Asset Management, Investments
Education
Fordham University 2002 — 2006
Bachelor of Science (BS), Business Administration
Eastchester High School 1998 — 2002
Citi January 2007 - Present
Education
Fordham University
Masters, Finance, General
Pace University
Bachelor's degree, Management Information Systems and Services
Alcoa May 2008 - Present
Citi August 2005 - May 2008
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates April 1987 - 2005
Corporate Property Investors 1985 - 1987
Skills
Microsoft Excel, Microsoft Office, Outlook, Employee Relations, Microsoft Word, Customer Service, PowerPoint, Budgets
Education
Scarriff Community College 1983 — 1984
Administrative
Fordham University
Organizational Leadership
Fordham University
Organizational Leadership
St Joseph's Secondary School
UNICEF July 2006 - Present
UN, Dept. of Peacekeeping Operations January 2004 - July 2006
Ogilvy Public Relations Worldwide December 2000 - April 2003
Prudential Securities, Inc. August 1999 - December 2000
Citi August 1994 - August 1999
Skills
Learning and Development, Change Management, Leadership Development, Human Resource..., Learning & Development..., Performance Management, Training, Management, Organizational..., Talent Management, Career Development, Human Resources, Staff Development, Workshop Facilitation, Employee Training, Management Development, Organizational..., Personnel Management, Succession Planning, Employee Engagement, Executive Coaching
Education
Teachers College, Columbia University 2003 — 2005
Leadership and Learning
Fordham University 1998 — 2000
Master's degree, Human Resources Development
The University of Connecticut 1977 — 1981
Bachelor of Fine Arts (BFA), Theatre/Theater
Citi August 2011 - Present
GE Asset Management August 1989 - June 2010
Skills
Mutual Funds, Vendor Management, Business Analysis, Change Management, Leadership, Project Management, Six Sigma, Project Planning, Strategy, Financial Services, Management, Risk Management, Outsourcing, Strategic Planning, Securities, Call Centers, Investments, Negotiation, Process Improvement, Business Process..., Financial Analysis, Finance, Portfolio Management, Relationship Management, Mergers & Acquisitions
Education
Fordham University 1982 — 1986
BS, Public Accounting
Sacred Heart University 1991 — 1993
MBA, Business Administration
TIAA-CREF Trust Co. FSB September 2013 - Present
Umpqua Bank November 2010 - June 2013
Citi November 2009 - October 2010
Regions Financial Corporation December 2008 - November 2009
Citibank, NA January 2008 - December 2008
Citibank Texas, N.A. January 2003 - January 2008
Citbank Latin America October 1999 - November 2001
US Army June 1990 - December 1997
Skills
Executive Management, Organizational..., Strategic Planning, Business Strategy, Compliance, Leadership Development, Team Leadership, Change Management, Due Diligence, Banking, Risk Management, Credit, Credit Risk, Leadership, Team Building, Financial Analysis, Business Analysis, Business Development, Financial Services, Management, Finance, Strategy, Integration, Mergers & Acquisitions, Financial Risk, Consumer Lending, Vendor Management, Loans, Sales, Retail Banking, Marketing, Commercial Lending, Credit Analysis, Commercial Banking
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Management
Fordham University 1986 — 1990
BA, Economics
Citi January 2013 - February 2014
Citi 2009 - January 2013
Citi March 2005 - May 2009
Capco March 2004 - March 2005
Morgan Stanley March 2000 - November 2002
AllianceBernstein August 1998 - March 2000
Skills
Fixed Income, Process Improvement, Management, Training, Investments, Operational Excellence, Research, Analysis, CRM, Analytics, Equities, Capital Markets, Business Analysis, Financial Analysis, Project Management, Investment Banking, Financial Services
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick
Bachelor's degree, Economics
Citi January 2014 - Present
Deloitte September 2012 - January 2014
Deloitte September 2009 - August 2012
Deloitte July 2007 - September 2009
Fordham University January 2004 - May 2007
Madison Square Garden May 2006 - August 2006
Skills
Data Analysis, Access, Analysis, Data Mining, Microsoft SQL Server, VBA, SQL, Visio, Business Analysis, Databases, Data Warehousing, Project Management, Analytics, Microsoft Excel, SAS, Audit Command Language, Data Modeling, Requirements Gathering
Education
Fordham University 2004 — 2007
B.S., Management of Information & Communication Systems. Minor in Accounting
Wells Fargo Home Mortgage November 2012 - Present
HomeFirst Mortgage August 2012 - January 2013
Citi June 2011 - August 2011
Long & Foster Real Estate August 2010 - September 2010
The Mattison Group May 2010 - September 2010
Tennis Topia May 2008 - September 2010
Skills
Negotiation, Public Relations, Finance, Microsoft Office, Social Networking, Marketing, Business Development, Sales, Analysis, Social Media, Business Strategy, Training
Education
Fordham University 2008 — 2012
Bachelor of Science, Marketing and Finance
Gonzaga College High School 2004 — 2008
PriceWaterhouseCoopers LLP December 2013 - Present
Capital One Auto Finance November 2012 - July 2013
Capital One Auto Finance November 2011 - November 2012
Capco August 2011 - November 2011
Citi June 2011 - August 2011
The HAVI Group LP July 2010 - June 2011
BANK OF AMERICA April 2008 - November 2009
LEHMAN BROTHERS March 2005 - January 2008
LEHMAN BROTHERS November 2004 - March 2005
COUNTRYWIDE FINANCIAL CORPORATION September 2002 - November 2004
Skills
Finance, Financial Modeling, Banking, Strategy, Risk Management, Leadership, Sales, Loans, Cross-functional Team..., Analysis, Financial Analysis, Management, Management Consulting, Portfolio Management, Entrepreneurship, Financial Services, Analytics, Customer Service, Credit, Valuation, Executive Management, Mergers & Acquisitions, Business Strategy, Business Development, Start-ups, Program Management, Budgets, Training, Underwriting, Mortgage Lending, Strategic Planning, Process Improvement, Business Process..., Investment Banking, Business Analysis, Forecasting, Process Optimization, Corporate Finance, Sales Management, Investments, Data Analysis, Highly detail oriented, Mortgage Underwriting, Consulting, Due Diligence, Credit Analysis, Project Management
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master, Business Administration; Finance, Accounting
Fordham University 1996 — 2000
Bachelor of Science, Business Major -Concentrations in Management and Marketing, Minor in Fine Arts
CBRE August 2014 - Present
CBRE, INC May 2012 - Present
CBRE September 2005 - May 2012
Bechtel Corporation February 2005 - September 2005
Citi 1998 - 1999
KPMG US 1997 - 1998
The Blackstone Group August 1996 - September 1997
Skills
Leases, Data Privacy, Contract Negotiation, Contract Management, Commercial Real Estate, Strategic Negotiations, Licensing, Software Licensing, Corporate Real Estate, Risk Management, Operational Risk..., Due Diligence
Education
Fordham University
Bachelor of Arts, History
Quinnipiac University School of Law
Juris Doctor
Citi January 2015 - Present
Citigroup August 2013 - January 2015
Citi May 2011 - August 2013
Gallo Vitucci & Klar LLP June 2008 - June 2011
Skills
Westlaw, Legal Research, Insurance, Securities, Corporate Law, Litigation, Commercial Litigation, Civil Litigation, Legal Writing, Arbitration, Mediation, Software Asset..., Courts, Microsoft Office, Research, Management
Education
St. John's University School of Law 2006 — 2009
J.D.
Fordham University 2002 — 2006
B.A., Medieval Studies and History
Bronx Science 1998 — 2002
Regents Diploma
Joseph S. DiMarco, Esq., P.C. May 2009 - Present
Axiom June 2009 - Present
Esquire Films, Inc. March 2002 - Present
Citi June 1999 - December 2008
Morgan Stanley Wealth Management January 1998 - June 1999
Merrill Lynch January 1994 - December 1997
Skills
Securities Regulation, Litigation, Contract Negotiation, Legal Advice, Securities Litigation, Film Production, Independent Film, Corporate Fraud..., Internal Investigations, General Practice of Law, Creative Writing, Writing, AML, Anti Money Laundering, Arbitration, Banking, Banking Law, Capital Markets, Civil Litigation, Commercial Litigation, Corporate Governance, Corporate Law, Courts, Criminal Law, Dispute Resolution, Due Diligence, Employment Law, FINRA, Finance, Intellectual Property, Legal Compliance, Legal Research, Legal Writing, Licensing, Mediation, Mergers, Policy, Privacy Law, Private Equity, Regulations, Risk Management, Securities, Trial Practice, Trials
Education
St. John's University School of Law 1993 — 1997
Juris Doctor (J.D.), Law
Fordham University 1987 — 1991
Bachelor of Arts (B.A.), Italian Studies
Xavier High School 1983 — 1987
High School, General High School studies
Citi July 2004 - Present
Skills
Wealth Management, Series 7, Portfolio Management, Alternative Investments, Fixed Income, Equities, Hedge Funds, Investments, Capital Markets, Bloomberg, Asset Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.)
Fordham University
BS, Business
WoodLake Group January 2015 - February 2015
Clearer Horizon Consulting August 2014 - January 2015
Citi August 2013 - August 2014
China Construction Bank (Asia) Corporation Limited May 2013 - July 2013
CITIC Securities Company Limited January 2013 - May 2013
Accenture May 2012 - October 2012
Skills
Financial Modeling, Investment Banking, Corporate Finance, Risk Management, Bloomberg, Visual Basic, Microsoft Office, Investments, Presentation Skills, Credit Analysis, Business Analysis, Financial Markets, Portfolio Management, SAS, PowerPoint, C++, VBA, Equities, Microsoft Word, Financial Analysis
Education
Fordham University 2014 — 2015
Master's degree, Science in Global Finance, First
Tianjin University of Finance and Economics 2010 — 2013
Bachelor of Commerce (BCom), International Finance, 3.9
Citi August 2015 - Present
Citi 2011 - August 2015
Citi 2010 - 2011
Sirion Therapeutics 2008 - 2010
HSBC Mortgage Services 2004 - 2007
JPMorgan Chase Bank 2003 - 2004
JPMorgan Chase Bank 1998 - 2003
Skills
Forecasting, Management, Leadership, Analysis, Business Development, Product Management, Financial Modeling, Sales Operations, Budgets, Finance, Data Analysis, Analytics
Education
Fordham University 2000 — 2004
Master, Business Administration; Finance
University of Florida 1992 — 1996
Bachelor of Arts, Business Administration
Citi 2015 - Present
Rabobank April 2014 - September 2014
NY Interior Construction / The Management Group May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Risk Management, Microsoft Word, Teamwork, Finance, Leadership, Financial Analysis, Facebook, Analysis, Customer Service, Social Media, Marketing, Trading, Fixed Income, Bloomberg Terminal, Bonds, Time Management, Money Market, Sales, Banking, Social Networking, Financial Modeling, Economics, Public Speaking, Portfolio Management, Investments, Financial Markets, Bloomberg, Access
Education
Fordham University 2011 — 2015
Finance, General, Senior
HSBC February 2015 - Present
UBS September 2014 - February 2015
Citi September 2012 - December 2013
Leaders in Reconciliation Risk Control in the Greater New York City Area January 2012 - August 2012
BofA Merrill Lynch February 2010 - December 2011
Merrill Lynch December 2007 - February 2010
Merrill Lynch May 2006 - December 2007
Merrill Lynch September 2004 - May 2006
Merrill Lynch February 2003 - September 2004
Skills
Middle Office, Back Office, Settlement, Collateral Management, Operations Management, Client Services, Project Implementation, Operational Risk, MIS Reporting, Trade Facilitation, Microsoft Office, Trading, Hedge Funds, Budgets, Software Documentation, Start-ups, MIS, Bloomberg, Accounting, Financial Risk, Prime Brokerage, Financial Services, Equities, Trading Systems, Process Improvement, Management, Leadership, Finance, Program Management
Education
Fordham University
BS, Psychology
SapientNitro November 2013 - May 2015
Citi October 2012 - October 2013
Sony June 2008 - October 2012
General Motors February 2005 - April 2008
General Motors July 2003 - January 2005
Skills
Digital Marketing, Integrated Marketing, Marketing Strategy, Online Marketing, Online Advertising, Digital Strategy, Market Research, Social Media Marketing, Strategic Planning, Advertising, Entrepreneurship, Marketing, Mobile Marketing, International Marketing, Mobile Devices, Social Media, Latin America, Digital Media, Media Planning, Automotive, Competitive Analysis, Business Development, Customer Insight, E-commerce, Marketing Management, Project Management, Email Marketing, Product Marketing, CRM, Marketing Communications, New Business Development, Segmentation, Marketing Research, Web Analytics, SEO, SEM, Consumer Electronics, Banking, Strategy, Brand Management, Spanish, Social Networking, Business Strategy, Analytics, Management, Customer Acquisition
Education
Thunderbird School of Global Management
Master of Business Administration (MBA) Master in International Management (MIM)
Fordham University
Master of Business Administration (M.B.A.), Marketing
Universidad San Francisco de Quito
Bachelor of Arts (B.A.)
ING January 1997 - Present
Citi May 1990 - January 1997
KPMG 1988 - 1990
Skills
Strategic Financial..., Financial Reporting, Business Analysis, Financial Risk, Cash Management, Risk Management, Corporate Finance, Financial Analysis, Finance, Internal Controls
Education
Fordham University 1999 — 2003
MS, Tax
Montclair State University 1985 — 1985
Continuing education, Accounting
Rutgers University 1979 — 1983
Bachelors of Science, Accounting
Professional Economic Growth Group May 2015 - Present
Monterroza Financial & Insurance Services December 2014 - Present
Citi March 2014 - December 2014
New York Life Insurance Company November 2012 - November 2013
New York Life Insurance Company October 2011 - November 2012
Skills
Leadership, Sales, Life Insurance, Retirement Planning, Finance, Customer Service, Insurance, Customer Satisfaction, Financial Services, Recruiting, Fixed Annuities, College Savings Plans, Annuity Sales, Marketing, Management, Microsoft Office, Investments, Microsoft Excel, Financial Planning, Whole Life
Education
Fordham University 2014 — 2016
Bachelor of Science (BS), Economics Major Business Minor
Mercy College 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Yonkers High School 2008 — 2011
International Bacculeaurette Diploma
Creative Car Coats, Inc September 2008 - Present
Madison Tax & Insurance Group LLC October 2001 - Present
PARAMOUNT CELEBRITY MANAGEMENT COMPANY January 1999 - Present
ProvidersTechnologies, Inc. April 1997 - November 1999
Republic Bank May 1995 - December 1997
HistoricalTruth Productions, Inc. January 1991 - September 1994
Citi January 1986 - April 1991
Skills
Event Management, Management, Advertising, Entrepreneurship, Business Strategy, Public Speaking, Business Development, Marketing, Account Management, Entertainment, Strategic Partnerships, Strategic Planning, Brand Development, Integrated Marketing, Tax Preparation, Marketing Strategy, Email Marketing, Digital Marketing, Direct Marketing, Marketing Management, Team Building
Education
Fordham University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
College of the Desert 1975 — 1977
Associate of Arts (AA), Accounting
Harvard Business School August 2015 - Present
Thomas H. Lee Partners July 2013 - July 2015
Barclays July 2011 - June 2013
Citi June 2010 - August 2010
Skills
Financial Modeling, Valuation, Corporate Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Fordham University 2007 — 2011
B.S, Public Accounting
Peapack-Gladstone Bank March 2014 - Present
Citi April 2012 - March 2014
Indus American Bank March 2011 - April 2012
Metlife Home Loans March 2009 - December 2010
Countrywide Home Loans September 2002 - March 2008
Bank of America March 1993 - March 2008
NatWest Bank January 1989 - September 1993
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Refinance, Loan Origination, Residential Mortgages, Credit, Risk Management, Portfolio Management, Banking, Credit Risk, Sales Management, Team Building, Strategic Financial..., Underwriting, Commercial Lending, Sales, Credit Analysis, Commercial Mortgages, VA loans, FHA financing, Consumer Lending, Mortgage Underwriting, Construction Loans, Relationship Management, Small Business Lending, Lines Of Credit, Commercial Banking, Reverse Mortgages, Loss Mitigation, Loan Servicing, Funding, Home Equity Loans, Mortgage Servicing, Real Estate Financing, Financial Services, USDA, Financial Structuring, Real Estate Economics, Certified Mortgage..., Cross Selling, Finance, Home Equity Lines of..., Investments, Retail Banking, Asset Based Lending, Government Loans, SBA, VA Loans
Education
Fordham University 1973 — 1977
BS, Marketing Management
Different
Wells Fargo November 2014 - Present
First Niagara Bank March 2014 - November 2014
Citi April 2012 - March 2014
HSBC November 2004 - April 2012
Skills
Relationship Management, Banking, Credit, Loans, Financial Services, Investments, Retail Banking, Wealth Management, Series 63, Consumer Lending, Series 7
Education
Fordham University
Citi June 2013 - Present
WFUV January 2010 - January 2013
United States Marine Corps February 2002 - May 2012
Ameriquest December 2003 - April 2006
Skills
Studio Recording, Audio Editing, Team Leadership, Process Improvement, Workflow Management, Data Analysis, Training, Leadership, Strategic Planning, Command, Management, Security Clearance, Military, Audio Engineering, Pro Tools, Final Cut Pro, Microsoft Office, Microsoft Excel, PowerPoint, Radio Broadcasting, Video Production, DoD, Military Training, Communication, Organizational..., Networking, Military Operations, Project Management, Military Experience, Operational Planning, Editing, Strategy, Government, Sales, Analysis, Research, Program Management, Risk Management, Social Networking, Time Management, Weapons, Intelligence Analysis, Tactics, Logistics, Public Speaking
Education
Fordham University 2009 — 2013
Bachelor of Science (Honors), Finance
Institute of Audio Research 2006 — 2007
Audio Engineering
Citi July 2005 - Present
US Trust February 2003 - November 2004
Mellon Bank June 2000 - December 2002
State Street Bank March 1998 - June 2000
Bankers Trust 1988 - 1998
Skills
Back Office, Financial Services, Banking, Global Custody, Private Banking, Asset Management, Derivatives, Fixed Income, Equities, Middle Office, Mutual Funds, Wealth Management, Capital Markets, Hedge Funds, Relationship Management, Securities
Education
Rutger's Graduate School of Management 1981 — 1983
MBA, Marketing / Management
Fordham University 1976 — 1980
BS, Marketing / Management
BNP Paribas November 2013 - Present
BNP Paribas June 2011 - November 2013
BNP Paribas December 2009 - June 2011
BNP Paribas October 2007 - December 2009
UBS Investment Bank November 2005 - September 2007
Citi September 2003 - November 2005
Skills
Derivatives, Equities, Foreign Exchange, Prime Brokerage, Portfolio Management, Asset Management, Hedge Funds, Fixed Income, Trading, Financial Markets, Structured Products, Fund Of Funds, Alternative Investments, FX Options, Capital Markets, Investment Banking
Education
Fordham University 1999 — 2003
Bachelor's Degree, Finance, General
Citi March 2015 - Present
Citi June 2012 - March 2015
Citi June 2012 - March 2015
Fordham University September 2011 - June 2012
Citi May 2011 - September 2011
Skills
Java, Oracle, ASP.NET, Unix, Leadership, Computer Science, HTML5, CSS, IntelliJ IDEA, Eclipse, Problem Solving, Visual Studio, Autosys, Program Development, Computer Language, SQL, Management, Microsoft Office, Project Management, Project Planning, JavaScript, HTML, XML, MySQL, Business Objects, HP Quality Center, Social Media, Software Development, Team Leadership, C#, C++, JSP, Python, PHP, PhpMyAdmin, JQuery, jQuery Mobile, XHTML, WordPress, Facebook Marketing, PVCS, SEO, Google Analytics, Google Webmaster Tools, Social Media Marketing, Research, Linux
Education
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Computer Science
Sole Proprietor, Elizabeth C Grace Fine Art March 1995 - Present
self employed 1982 - Present
American Renaissance for the 21st Century June 2002 - October 2005
G.E. Grace January 1999 - May 2001
Grace & Grace Attorneys 1993 - 1994
Citi 1974 - 1983
Citi 1977 - 1980
Skills
Fine Art, Writing, Freelance Writing, Editing, Art Restoration, Drawing, Art, Newsletters, Painting, Contemporary Art, Books, Galleries, Oil Painting, Visual Arts, Museums, Watercolor, Public Speaking
Education
Art Lab Gallery 2005 — 2005
Art Conservancy
Marymount Manhattan College 1994 — 1994
Certificate, Art Administration
SUNY Purchase 1994 — 1994
Desktop Publishing
Art Student's League 1990 — 1990
Techniques and Materials
Fordham University 1973 — 1975
Master of Arts (M.A.), English Language and Literature, General
Citi September 2014 - Present
Knowledgent Group April 2010 - September 2014
McCann Erickson August 2009 - April 2010
Millward Brown June 2008 - August 2009
Mint May 2003 - August 2009
Skills
Analytics, Market Research, Marketing Communications, Business Analysis, Marketing Strategy, Data Analysis, Product Management, Management Consulting, CRM, Strategy, Project Management, Program Management, Process Improvement, PMO, Communication Processes, Business Strategy, Business Process..., Entrepreneurship, Financial Analysis, Business Intelligence
Education
Fordham University 2005 — 2009
Bachelor of Arts, Communications, Marketing and Sociology
Chatham Wealth Management August 2015 - Present
Citi August 2010 - July 2015
Moody's Investors Service January 2006 - August 2010
Moody's Investors Service August 2004 - December 2005
CorporateRewards 2002 - 2003
FortuneCity.com November 2001 - December 2002
Interland, Inc. March 1998 - August 2001
Skills
Hedge Funds, Corporate Finance, Credit, Financial Markets, Fund Of Funds, Mutual Funds, Fixed Income, Capital Markets, Portfolio Management, Credit Risk, Alternative Investments, Credit Analysis, Structured Finance, Equities, Counterparty Risk, Derivatives, Financial Modeling, Asset Managment
Education
Fordham University 2004 — 2007
Master of Business Administration (M.B.A.), Finance & Investment Management
University of Hartford 1993 — 1997
BA, Economics
HSBC September 2013 - Present
Mizuho Bank December 2012 - September 2013
Citi October 2010 - December 2011
Citi June 2009 - September 2010
Citi June 2007 - June 2009
Skills
Credit Analysis, Credit, Financial Modeling, Corporate Finance, Portfolio Management, Loans, Capital Markets, Banking, Investment Banking, Structured Finance, Valuation, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2005 — 2006
MBA, Finance & Banking
Fordham University 1996 — 2000
BS, Finance
HSBC 1999 - Present
Citi September 1989 - 1999
Skills
Marketing Strategy, Process Improvement, Cross Selling, Customer Experience, Customer Acquisition, Customer Retention, Sales Process, Pipeline Building, Driving Revenue, Coaching, Employee Engagement, CRM, Vendor Management, Relationship Management, Business Process..., Business Development, Training, Banking, Business Analysis, Change Management, Credit, Credit Analysis, Finance, Financial Services, Leadership, Management, Operations Management, Pipelines, Portfolio Management, Project Management, Retail Banking, Risk Management, Strategy
Education
Fordham University
BS
Calypso Technology August 2010 - Present
Independent iPhone Developer September 2009 - December 2011
Citi October 1992 - June 2010
Army National Guard February 1983 - November 2005
Salomon Brothers 1992 - 1998
GTE 1991 - 1992
Microcom 1989 - 1991
Apple Reseller May 1987 - September 1989
Skills
Sybase, Java, Credit Derivatives, Interest Rate..., Derivatives, Calypso, Linux, Solaris, C++, Business Analysis, Unix, Fixed Income, SDLC, SQL, Electronic Trading, Risk Management, Perl, Agile Methodologies, Software Development, Security, XML, SOA, Hibernate, Distributed Systems, Shell Scripting, Enterprise Architecture, Object Oriented Design, Objective-C, MySQL, JavaScript, Software Engineering, Software Design, Architecture, Trading Systems, Data Modeling, Unix Shell Scripting, Back Office, Software Project..., Leadership, Product Management, Product Development, Cross-functional..., Enterprise Software, Integration, Scalability, Large Scale Change..., Large Systems..., Release Engineering, DevOps, Management
Education
US Army Military Police School, Ft Leonardwood 2004 — 2004
Graduate Military Police Officer Advance Course, Military Police Officer Advance Course
US Army Ordnance School, Aberdene Proving Grounds 1995 — 1995
Honor Graduate, Ordnance Officers Advance Course
US Army Command and General Staff College 1994 — 1995
Graduate CAS3, Combined Arms and Services Staff School
US Army Field Artillery School, Fort Sill 1986 — 1987
Honor Graduate, Field Artillery Officer Basic Course
State University of New York at New Paltz 1982 — 1986
BA, Computer Science
Fordham University 1983 — 1985
Graduate, Advanced Army ROTC
US Army Airborne School, Fort Benning 1984 — 1984
Parachutist Badge, Class 39-84
US Army Basic Training, Fort Jackson 1983 — 1983
Graduate, Basic Infantry Training
Wells Fargo 2001 - Present
UBS 1996 - 2001
Citi 1992 - 1996
Education
Fordham University 1988 — 1992
Bachelor's degree, Finance, General
Credit Suisse March 2015 - Present
KPMG US January 2014 - February 2015
BDO USA, LLP April 2013 - December 2013
Morgan Stanley May 2008 - September 2011
Morgan Stanley October 2007 - May 2008
Citi 2007 - 2007
Skills
Valuation, Portfolio Management, Portfolio Optimization, DCF Valuation, SPSS, SAS, Argus Modeling, Venture Capital, Quantitative Research, Bloomberg Terminal, Leveraged Finance, SWOT analysis, SharePoint, Financial Statement..., Westlaw, Lexis, Syndications, Loan Servicing, LBO, Investment Strategies, Due Diligence, Risk Management, Employee Training, Investment Management, Return on Investment..., Pricing Analysis, Quantitative Analytics, Market Research, Investment Research
Education
Fordham University 2010 — 2012
MBA, Finance, 3.9
Seinäjoen ammattikorkeakoulu 2005 — 2006
Erasmus Exchange Program, International Economics
Ikonomièeski universitet, Varna 2002 — 2006
Bachelor, International Economics, 3.7
Fulbright International Summer Institute 2005 — 2005
Vth Language School 1997 — 2002
English and German
Gartner July 2013 - Present
Viridian Energy 2014 - 2014
Viridian Energy 2014 - 2014
LexisNexis May 2012 - July 2013
Paychex March 2009 - May 2012
Citi February 2007 - December 2008
Georgetown University March 2005 - March 2007
Skills
Access, Applicant Tracking..., Human Resources, Product Management, Workforce Planning, Temporary Staffing, Retail
Education
Seton Hall University 2009 — 2011
M.A., Education in Human Resources Training and Development
Fordham University 2001 — 2004
B.S., Business Administration
Fordham University August 2014 - Present
J&M Packaging July 2010 - August 2014
Kohl's Department Stores November 2013 - July 2014
Citi July 2013 - August 2013
Skills
Graphic Design, Social Media Marketing, Sales Process, Leadership, Team Leadership, Project Coordination, Web Design, Web Presence, Self-driven, Marketing Strategy, Customer Service, Social Media, Fast Learner, Presentations, Public Speaking, Data Analysis
Education
Fordham University 2014 — 2018
Economics, Economics
Smithtown High School West 2010 — 2014
Advanced Regents Diploma
J.P. Morgan June 2015 - Present
Citi February 2011 - June 2015
Self-Employed February 2009 - February 2011
Kempler & Co., Inc. June 2005 - February 2009
Skills
Blockchain, Bitcoin, Cryptography, C#, C++, Java, Various SQLs, Visual Basic, Visual Basic for..., HTML5, CSS, PHP, JavaScript, Matlab, Python, Ruby On Rails, Apache Hadoop, Amazon Web Services..., Mainframe, COBOL, Management, Field-Programmable Gate..., Arduino, Raspberry Pi, SolidWorks, Microsoft Excel, Project Management, Leadership, Strategic Planning, Sales, Team Leadership, Consulting, Risk Management, Business Analysis, Strategy, Capital Markets, Financial Modeling
Education
Fordham University 2002 — 2005
Bachelor of Science, Banking & Finance / Mathematical & Computational Finance
Delbarton 1996 — 2001
The Investment Banking Society at Fordham January 2015 - Present
Citi June 2015 - August 2015
Kerburn Rose June 2014 - August 2014
Societe Generale Corporate and Investment Banking - SGCIB May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Greenline Industries June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, DCF Valuation, Comparable Analysis, Precedent Transactions, Microsoft Excel, Bloomberg Terminal, Financial Research, PowerPoint
Education
Fordham University
Bachelor of Science (B.S.), Finance, Economics Minor
MORe Consulting 2013 - Present
NYPAY Payments–Innovations & Trends 2010 - Present
Terminally ill parent (now deseased) 2012 - 2013
DocMatcher.com 2010 - 2011
Citi 2006 - February 2010
Citi Australia Cards and Consumer Lending 2008 - 2010
Citi ThankYou Network 2006 - 2008
MORe Consulting 2002 - May 2006
Guardian Life Insurance 2000 - 2002
Chase January 2000 - January 2000
Skills
Digital Marketing, Program Management, Product Development, Product Management, E-commerce, Strategic Planning, CRM, Product Marketing, Direct Marketing, Loyalty Marketing, User Experience, Brand Management, Social Media, Marketing, Business Development, Lead Generation, Strategy, Business Strategy, Project Management, Change Management, Business Planning, Business Analysis, Data Analysis, Financial Analysis, Market Research, Field Marketing, Multicultural Marketing, Management, Cross-functional Team..., Relationship Management, Negotiation, Vendor Management, B2C, B2B, Credit Cards, Retail Banking, Private Banking, Insurance, Software Industry, Start-ups, Management Consulting
Education
Fordham University
BA, Economics
New York University
Certificate, Data Analytics, Interpretation and Reporting
Princeton Information January 2015 - Present
Volante Technologies October 2013 - Present
Moody's Corporation 2012 - 2013
GE Capital Treasury 2007 - 2012
GE Commercial Finance 2004 - 2007
General Maritime Corporation 2002 - 2004
Citi 1996 - 2002
Paine Webber 1993 - 1996
AIG Trading Corp 1992 - 1993
The Bank of New York 1987 - 1992
Skills
IT Strategy, Information Technology, Vendor Management, Program Management, Business Process..., Enterprise Software, Strategy, Risk Management, Cross-functional Team..., Enterprise Architecture, SDLC, Software Development, Management, Offshoring, Business Analysis, Project Portfolio..., Leadership, PMP, PMO, Outsourcing, IT Management, Business Intelligence, Requirements Analysis, Change Management, Software Project..., Disaster Recovery, Data Warehousing, Solution Architecture, Financial Services, Project Management, Business Process, Global IT Operations, Organizational..., Business Process..., SOA, Applications..., Information Technology..., Team Building, IT Capital Planning, Business Continuity..., Application Portfolio..., Investment Governance, Enterprise Systems..., Business Process...
Education
Fordham University
Bachelor of Arts (BA)
Fordham University
Bachelor of Science (BS)
NYC Department of Finance January 2014 - Present
Citi March 2012 - December 2013
Citi June 2011 - March 2012
Citi January 2007 - June 2011
Citigroup August 2003 - December 2006
Citigroup July 1999 - July 2003
Frick Collection & Frick Art Reference Library January 1997 - January 1999
Skills
ITIL, Documentation, System Administration, Business Analysis, Software Documentation, IT Service Management, Production Assurance, Vendor Management, Project Management, Security, Service Now, Change Management, Analysis, Business Services, Disaster Recovery, IT Management, IT Strategy, Management, SDLC, Technical Support, Training
Education
Walden University 2005 — 2007
Master, Business Administration
Fordham University 1995 — 1999
Bachelor of Arts, Information Systems
Citi January 2011 - Present
Lion RE Sources, Inc. August 2010 - November 2010
Morgan Stanley January 2008 - August 2010
PricewaterhouseCoopers April 2004 - December 2007
Skills
Tax, Financial Analysis, Accounting, Financial Reporting, Corporate Tax, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Tax Accounting, US GAAP
Education
Fordham University 2001 — 2005
Bachelor of Science (B.S.), Accounting
Citi January 2015 - Present
Citi October 2013 - December 2014
Barclays Capital September 2009 - October 2013
Citibank November 2006 - August 2009
The Bank of New York June 2000 - October 2006
Citibank June 1987 - May 2000
Bankers Trust November 1985 - June 1987
Office of the Comptroller of the Currency June 1983 - November 1985
Skills
AML, KYC, OFAC, Banking, Securities, Sanction, Commercial Banking, Operational Risk, Structured Finance, Derivatives, Operational Risk..., Financial Services, Bank Secrecy Act, Financial Markets, USA PATRIOT Act, Credit Risk, Risk Assessment, Financial Institutions, Enterprise Risk..., Financial Regulation, Securitization, Due Diligence, Anti Money Laundering, Risk Analysis
Education
Fordham University 1979 — 1983
Bachelor of Science (B.S.), Finance and Economics
Citi October 2007 - Present
AIG SunAmerica November 2005 - October 2007
Citigroup May 2003 - November 2005
The Hartford 1997 - 2003
Bank of Tokyo-Mitsubishi 1991 - 1997
Education
Fordham University 1999 — 2001
MA, HR Management
Rider University 1985 — 1988
B.S., Business Education
Citi March 2005 - Present
Education
Fordham University 1999 — 2003
Citi July 2007 - Present
Education
Fordham University 1999 — 2003
Citi September 2012 - Present
Citi July 2010 - September 2012
Credit Suisse August 2009 - August 2010
Morgan Stanley August 2006 - February 2008
Morgan Stanley June 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Financial Planning, Analysis, Project Finance, Excel, Forecasting, Financial Reporting, PowerPoint, Microsoft Excel, Leadership, Strategic Financial..., Banking, Management, Finance, Business Strategy, Accounting, Budgets, Due Diligence, Project Management
Education
Fordham University 2001 — 2005
BS, Finance, Marketing
Citigroup February 2006 - Present
Citigroup, Inc. February 2006 - Present
Citi 2006 - Present
METROPOLITAN LIFE INSURANCE COMPANY January 2005 - January 2006
PREDICTIVE SYSTEMS, INC. November 2000 - June 2003
CRAFTSMAN & SCRIBE’S CREATIVE WORKSHOP, INC. February 1998 - January 2000
RESORT FUNDING, INC. April 1994 - December 1998
CIS CORPORATION April 1987 - December 1993
UNITED COMPUTER CAPITAL CORP. April 1985 - March 1987
Education
The John Marshall Law School 1975 — 1978
JD, Law
Fordham University 1970 — 1974
BS, Biology
Morgan Stanley March 2006 - Present
Fordham University 2003 - Present
Citi 2004 - 2006
IWG 2001 - 2004
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Financial Reporting, Economics, Finance, Forecasting, Mergers, Due Diligence, Accounting, Managerial Finance, Equities, Investments, Analysis, Portfolio Management, Capital Markets, Asset Management, Hedge Funds, Mergers & Acquisitions, Bloomberg, Investment Banking, Derivatives, Management, Leadership, Alternative Investments, Valuation, Fixed Income, Bloomberg Terminal, Financial Services, Securities, Bonds, Private Equity, Series 7, Asset Allocation, Cash Management
Education
Fordham University 2001 — 2003
Masters, Economics
Iona College
Iona Prep
University of Maryland
Citi April 2004 - Present
Deutsche Bank 2004 - 2004
Education
Fordham University
MBA
University at Albany, SUNY
BA, French
Citi September 2006 - Present
Citi October 2006 - March 2008
Citi September 2003 - September 2006
Skills
Series 7, Options, Trading, Commodity, Finance, Leadership, Equities, Derivatives, Securities, Alternative Investments, Electronic Trading, Trading Systems, Risk Management
Education
Iona College 2006 — 2009
MBA, Financial Management
Fordham University 1999 — 2003
BA, Economics & History
Fordham Preparatory High School 1995 — 1999
Citi November 2004 - Present
Education
Fordham University 1993 — 1997
Wells Fargo Advisors, LLC January 2010 - Present
Citi Smith Barney January 2006 - January 2010
Citi September 2004 - December 2005
Education
Fordham University
Bachelor of Science (BS) - Business Administration
Fordham Preparatory School 1996 — 2000
High School Diploma
Citi 1996 - Present
Citigroup 1996 - Present
Citibank 1996 - Present
Skills
Credit Risk, Risk Management, Capital Markets, Basel II, Securitization, Counterparty Risk, Structured Finance, Derivatives, Enterprise Risk..., Financial Risk, Banking, Fixed Income, Credit Analysis, Market Risk, Operational Risk, Strategy, Operational Risk...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Fordham University
BS, Economics
Citi June 2014 - Present
Bloomberg May 2010 - June 2014
Cirrus Research June 2009 - April 2010
UniCredit Markets & Investment Banking November 2005 - April 2009
Skills
Excel, English, PowerPoint, Series 7, Word, Russian, German, Bulgarian, Bloomberg, Equities, Hedge Funds, Capital Markets, Fixed Income, Emerging Markets, Economics, Research, Customer Relations, Negotiation, Microsoft Office, Market Research, Research Project..., Market Data, Bloomberg Data License, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Equity Trading, Financial Markets, Investment Banking, Portfolio Management, Project Management
Education
Georgetown University 2014 — 2016
Master's Degree, Finance
Fordham University 2002 — 2006
B.A., Economics, Accounting
Fordham Prep
Citi April 2012 - Present
The Parenting Group 2010 - April 2012
The Parenting Group 2007 - 2010
The Parenting Group 2004 - 2007
The Parenting Group 2003 - 2004
Southard Communications 1998 - 2003
Skills
Integrated Marketing, Digital Marketing, Strategic Partnerships, Marketing Strategy, Social Media Marketing, Marketing Communications, Strategic Communications, Digital Media, Digital Strategy, Marketing, Publicity, Social Media
Education
Fordham University 1994 — 1998
Bachelor of Arts (B.A.), English, Communications
Citi July 1974 - September 1992
Skills
Retail Banking, Loans, Credit, Portfolio Management
Education
Fordham University 1960 — 1964
Bachelor of Science (BS), Political Science and Government, 3.4
Citi February 2006 - November 2008
Fordham Law School December 2002 - January 2006
Fordham Law School July 1999 - September 2002
Education
Fordham University 2000 — 2005
B.S., Finance
Gold Coast school
Gold Coast school
Gold Coast school of Real Estate
Gold Coast school of Real Estate
Gold Coast school of Real Estate
Gold Coast school of Real Estate
Bloomberg LP December 2014 - Present
Citi January 2011 - November 2014
FulcrumWay August 2009 - January 2011
Readers Digest June 1997 - July 2009
Skills
Oracle E-Business Suite, Program Management, Vendor Management, Business Analysis, ERP, Business Process, Process Improvement, SDLC, Business Process..., Business Intelligence, Software Documentation, Management, SAP, Oracle, Requirements Analysis, Project Management
Education
Pace University
MBA, Information Technology
Fordham University 1977 — 1981
BS, Quantitative Analysis
Citi December 2005 - Present
Federal Reserve Bank of New York August 2000 - May 2004
Skills
Credit Cards, Banking
Education
Fordham University 1996 — 2000
B.S., Finance
Citi 2010 - Present
Bridgewater Associates December 2009 - November 2010
Morgan Stanley August 2007 - December 2009
UBS Investment Bank 2006 - 2007
Education
Fordham University 2002 — 2006
B.A., Media & Communications
Citi June 2007 - Present
Skills
Emerging Markets, Fixed Income, Foreign Exchange, Due Diligence, Derivatives, Financial Services
Education
Fordham University
BS, Computer Science
Citi June 2012 - Present
Consultant 2009 - Present
Added Value August 2007 - August 2008
Ipsos Insight February 2005 - August 2007
Unilever January 2001 - January 2005
D'Arcy January 1996 - January 2000
Bozell January 1992 - January 1996
Entrepreneur January 1991 - January 1992
McCann Erickson January 1986 - January 1990
Skills
Customer Insight, Segmentation, Qualitative Research, Market Research, Copy Testing, Brand Equity, Advertising Research, Consumer Behaviour, Focus Groups, Analysis, Management, Analytics, Marketing Research
Education
Fordham University 1977 — 1981
Bachelor of Science, Business and Marketing
HUNTER
QUEENS COLLEGE
Masters of Science, Education
Citi October 2013 - Present
Skills
Prime Brokerage, Bloomberg, Valuation, Capital Markets, Investment Banking, Credit, Loans, Investments, FX Options, Financial Modeling, Financial Analysis, Corporate Finance, Equities, Syndications, Fixed Income, Finance, Derivatives, Portfolio Management, Hedge Funds
Education
Fordham University
Finance and Accounting
Cubiks September 2014 - Present
Citi June 2012 - September 2014
Citigroup April 2005 - June 2012
Pitney Bowes July 1984 - April 2005
Skills
Succession Planning, Talent Management, Organizational..., Performance Management, Organizational Design, Start-ups, Crisis Management, Strategy, Change Management, Management, Leadership, Human Resources, Mergers & Acquisitions, Restructuring, Personnel Management, Workforce Planning, Employee Engagement, Deferred Compensation, Talent Acquisition, Executive Coaching, HR Transformation, Onboarding, Organizational...
Education
Fordham University
MS/BS
Morgan Stanley January 2014 - Present
Citi January 1997 - December 2013
Skills
Operational Risk..., Banking, Financial Risk, Financial Services, Risk Management, Fixed Income, Securities, Derivatives, Hedge Funds, Capital Markets, Equities, Financial Analysis, Financial Markets, Emerging Markets, Investment Banking, Management, Corporate Finance
Education
Fordham University 1988 — 1992
BA, Communications & International Studies
BNY Mellon May 2014 - Present
BNY Mellon March 2013 - May 2014
Citi July 2012 - March 2013
Lehman Brothers (in Administration) July 2009 - October 2011
DCASTech December 2008 - July 2009
Lehman Brothers April 1998 - November 2008
Banc of America Securities July 2005 - July 2007
Skills
Capital Markets, Fixed Income, Derivatives, Middle Office, Swaps, Interest Rate..., Commodities
Education
Fordham University 1986 — 1990
BS, Finance
Citi April 2014 - Present
Citi May 2000 - March 2014
UBS Global Asset Management October 1993 - May 2000
Ernst & Young October 1991 - October 1993
Skills
Financial Analysis, Finance, Auditing, Mutual Funds, Business Analysis, Forecasting, Financial Reporting, Due Diligence, Management Reporter
Education
Pace University - Lubin School of Business 1998 — 2002
MBA, Financial Management
Fordham University 1987 — 1991
BS, Accounting
Citi July 1981 - Present
Lehman Brothers 1981 - 1985
J.P. Morgan April 1978 - July 1981
Skills
Fixed Income, Banking, Capital Markets, Equities, Portfolio Management, Structured Products, Wealth Management, Credit, Series 7, Series 63, CDS, Commercial Paper, Derivatives, Securities, Recruiting, Bloomberg, Swaps, Discount Notes, MBS, Asset Management, Investment Advisory, Bonds, Funding
Education
Fordham University 1978 — 1979
School of Performing Arts
Dance
Citi May 2014 - Present
JPMorgan Chase February 2013 - April 2014
JPMorgan Chase August 2000 - February 2013
Skills
Banking, Management, Risk Management, Financial Services, Financial Risk, Securities, Anti Money Laundering, AML, Equities, Capital Markets, Lotus Notes, Compliance, Program Management, Commercial Banking, Due Diligence, Regulatory Examinations, Process Improvement, KYC, Finance, Executive..., Risk Assessment, Bank Secrecy Act, USA PATRIOT Act, Global Regulatory..., Exam Management, Regulatory Reporting, System Administration, Business Process..., Product Management, Product Risk Assessment
Education
Fordham University 2006 — 2009
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Morgan Stanley June 2007 - Present
The Bank of New York Mellon Corp 2006 - 2007
ING Investment Management 2004 - 2006
SS&C GlobeOp 2002 - 2004
Citi 2000 - 2002
UBS Global Asset Management 1996 - 2000
Skills
Hedge Funds, Fund Of Funds, Operational Risk..., Alternative Investments, Asset Management, Derivatives, Fixed Income, Investor Relations, Accounting, Mutual Funds, Trading Systems, Project Management, Business Analysis, Due Diligence, Financial Services, Trading, Equities, Bloomberg, Capital Markets, Relationship Management, CRM, Operational Risk
Education
Fordham University
Bachelor of Science (B.S.)
Gabelli School of Business; Honors Graduate
Goldman Sachs 2013 - Present
Citi 2012 - 2013
Ernst & Young June 2011 - August 2011
JPMorgan Chase June 2010 - June 2011
UBS January 2010 - May 2010
Experian Cheetahmail July 2009 - April 2010
Fordham University September 2008 - September 2009
Brookhaven National Laboratory May 2007 - October 2007
Education
Fordham University 2008 — 2012
BS/MBA
Kings Park High School
INSYS Group, Inc. February 2015 - Present
Citi March 2007 - February 2015
JP Morgan August 1998 - March 2007
United States Marine Corps Reserve February 1991 - February 1999
Morgan Stanley Dean Witter & Co December 1997 - August 1998
Whalebone Equity Group April 1997 - December 1997
Skills
Risk Management, Banking, Project Management, Program Management, Operational Risk..., PMO, SDLC, Business Process..., Six Sigma, Operations Management, CMM, Vendor Management, Capital Markets, Middle Office, Business Continuity..., Business Analysis, Risk Assessment, Change Management, Strategic Planning, Financial Services
Education
Fordham University 1996 — 1999
MBA, International Finance, 3.8
Virginia Polytechnic Institute and State University 1989 — 1992
BA, International Economics
Transplace January 2015 - Present
LMS Logistics July 2014 - December 2014
LMS Logistics November 2013 - July 2014
LMS Logistics August 2013 - November 2013
Logistics Management Solutions (LMS) June 2012 - August 2013
IMG January 2012 - May 2012
Citi June 2011 - August 2011
Skills
Microsoft Excel, Logistics, Analysis, Access, Leadership, Supply Chain Management, Microsoft Word, PowerPoint, Negotiation, Transportation, Customer Service, Data Analysis, Strategic Planning, Financial Reporting, KPI Dashboards, Strategic Sourcing, Microsoft Office, Claims Management, Financial Analysis, KPI Reports, Communication, Supply Chain, Business Development
Education
Fordham University 2008 — 2012
Business Administration
Citi May 2012 - Present
Bank of America September 2002 - June 2005
Bank of America (formerly Fleet National Bank) September 2002 - June 2005
Brody Wilkinson December 1999 - March 2001
U. S. Trust Company September 1997 - July 1999
Weil, Gotshal & Manges November 1993 - September 1997
Putney, Twombly, Hall & Hirson August 1989 - October 1993
Skills
High Net Worth..., Trusts, Estate Planning
Education
Pace University School of Law 1986 — 1989
JD
Fordham University 1982 — 1986
BA, Political Science
New York University School of Law
Citi October 2014 - Present
Wildlife Conservation Society June 2011 - November 2014
Fordham University June 2007 - June 2011
AJ Besas Graphics & Print November 2006 - September 2007
Fordham University July 2003 - June 2007
Skills
Microsoft Office, HTML, Troubleshooting, Windows, Mac OS, Photoshop, OS X, PHP, Google Docs, Java, Linux, Google Analytics, Social Networking, MySQL, Google Apps, JavaScript, Illustrator, jQuery, Flash, AJAX, Wireshark, Packet Capture, phpMyAdmin, cPanel, VirtualBox, VPN, Windows 7, Graphic Design, Volatility, EnCase, Bash, Powershell
Education
Fordham University 2014 — 2015
Master’s Degree, Cyber Security
Fordham University 2007 — 2011
Bachelor Of Science, Management in Information Communication Systems
Wells Fargo Securities June 2013 - Present
Mizuho Corporate Bank June 2012 - August 2012
Citi September 2011 - December 2011
Skills
Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Investments, Finance, Market Research, Credit, Loans, Financial Risk, Analysis, Bloomberg, Financial Analysis, Credit Analysis, Loan Origination
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Citi June 2015 - Present
PEX Global January 2015 - May 2015
Bloomberg LP July 2014 - May 2015
FXCM May 2013 - May 2014
Arbre Group Holdings June 2012 - July 2012
Education
Fordham University 2011 — 2015
Bachelor of Arts (B.A.)
LAS in Switzerland 2007 — 2011
International Baccalaureate
Ziff Brothers Investments May 2008 - Present
Citi January 2000 - May 2008
PwC January 1999 - January 2000
Skills
Security, Windows, Information Security..., Mobile Technology, Information Security..., Information Security..., Software Documentation, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, HTML, English, C++, PowerPoint, Outlook, C
Education
Fordham University 2002 — 2005
Master of Business Administration, Finance
State University of New York at Albany 1995 — 1999
Bachelor of Science, Computer Science
Citi September 2006 - Present
Education
Fordham University
Drew Marine 2013 - Present
Interim HR Senior Leader open to full time or project opportunities 2013 - Present
MetLife 2008 - 2013
MetLife 1998 - 2008
Ernst & Young 1996 - 1998
Citi 1981 - 1996
Education
Fordham University
Bachelor's degree
Mullooly, Jeffrey, Rooney and Flynn LLP March 2006 - Present
Citi September 2005 - March 2006
Bear Stearns June 2000 - August 2002
Skills
Litigation, Courts, Finance, Economics, Civil Litigation, Legal Research, Commercial Litigation, Legal Writing, Appeals, Legal Advice, Arbitration, Westlaw, Trials, Legal Compliance, Financial Analysis
Education
St. John's University 2002 — 2005
Doctor of Law (J.D.), Law
Fordham University 1996 — 2000
Bachelor of Science (B.S.), Economics and Finance
FCIA Management June 2007 - Present
Citi January 2007 - March 2007
Axiom Capital Management June 2005 - July 2006
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Investments, Microsoft Word, PowerPoint, Business Strategy
Education
Pace University 2010 — 2012
Master of Business Administration (MBA), Finance and Financial Management Services
Fordham University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Citi April 2012 - Present
Citi April 2012 - Present
Skills
Communications Planning
Education
Fordham University
Citi January 2012 - Present
Citi September 2006 - December 2011
Citi July 2001 - June 2003
Skills
Fraud, Risk Management, Securities, Financial Risk, Banking, Derivatives, Capital Markets, KYC, Equities, Financial Services, Operational Risk, Due Diligence
Education
Fordham University 1997 — 2001
Bachelor of Science (BS), Computer Science
Xavier High School 1994 — 1997
Citi November 2014 - Present
Eastern Accounting & Tax Co September 2013 - April 2014
St. John's University October 2011 - May 2013
Faiveley Transport June 2010 - June 2011
China Construction Bank January 2009 - May 2009
Skills
Microsoft Excel, Microsoft Office, Auditing, Accounting, Tax, Tax Returns, Financial Reporting, Checkpoint, QuickBooks, ProSeries
Education
Fordham University 2014 — 2016
Master's degree, Taxation
Saint John's University 2011 — 2013
Master's degree, Accounting
Citigroup January 2013 - Present
Citi July 2010 - January 2013
Lehman Brothers September 2003 - July 2010
Skills
Fixed Income, Equities, Investment Banking, Banking, Capital Markets, Portfolio Management, Trading Systems, Loans, Risk Management, Financial Modeling, Financial Services, Hedge Funds, Financial Risk, Wealth Management
Education
Fordham University 2001 — 2005
Bachelors, Finance, General
Citi January 2015 - Present
Meditech July 2014 - December 2014
Fordham University September 2013 - May 2014
Town of Plymouth June 2010 - August 2013
Skills
Microsoft Office, C++, SQL, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Data Analysis, Leadership, Customer Service, Java, Computer Hardware, Research, Windows
Education
Fordham University 2014 — 2015
Master of Cybersecurity, Cybersecurity
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Computer and Information Sciences
Duxbury High School 2006 — 2010
Citi 1999 - Present
Morgan Stanley 1994 - 1999
Education
New York University 1992 — 1994
Master of Business Administration (MBA), Finance, General
Fordham University 1988 — 1992
Bachelor's degree, Finance, General
Citi 1996 - Present
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
Master of Business Administration (MBA)
Fordham University 1986 — 1990
Bachelor's degree, Economics
Citi January 2013 - Present
Citi July 2008 - January 2013
Staples June 2004 - July 2008
Skills
Financial Services, Relationship Management, Project Management, Customer Support, Banking, Customer Service
Education
Fordham University
Bachelor of Arts (B.A.), Communication and Media Studies
Citi November 2010 - Present
Bridgewater Associates January 2010 - November 2010
Morgan Stanley August 2007 - December 2009
Education
Fordham University 2002 — 2006
Bachelor of Arts (BA), Communication and Media Studies
FXCM 2015 - Present
Citi 1997 - 2014
Citi 1992 - 1997
Chase 1990 - 1992
J.P. Morgan 1988 - 1990
Skills
Emerging Markets, FX Spot, FX Swaps, Interest Rate Swaps, Forwards, Market Making, Market Risk, Credit Risk, Risk Analysis, Banking Relationships, Key Client Relationships, Fixed Income, Mentoring, Trading
Education
Fordham University 1984 — 1988
Bachelor's Degree, Finance, General
Don Bosco Prep 1980 — 1984
High School