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
Citi October 2014 - Present
Citi April 2013 - October 2014
Citi July 2011 - April 2013
Fidelity Investments March 2008 - August 2010
AXA Advisors March 2007 - October 2007
Skills
Strategic Financial..., Series 7, Mutual Funds, Personal Finance, Pensions, Investments, Asset Managment, Estate Planning, Wealth Management, Retirement Planning, Insurance, Securities, Financial Analysis, Asset Allocation, Retirement, Risk Management, Portfolio Management, Options, Series 63, Finance, Equities, Financial Services, Financial Planning
Education
Lehigh University - College of Business and Economics 2002 — 2006
B.S., Marketing
The Kent School 1998 — 2002
High School
East Hampton 1988 — 1998
Elementary School
Brilliant Earth July 2015 - Present
Shane Co. March 2014 - July 2015
Citi October 2012 - March 2014
SkillsSchwab Business Center, Hasher July 2011 - August 2011
Hildene Historic Home, Museum June 2010 - August 2010
Lewis & Clark College Admissions Office September 2009 - April 2010
Human Services Agency County of June 2009 - August 2009
John P Gibbs Orthodontics April 2007 - August 2008
Skills
Microsoft Office, Research, Reception, Office Organization, Public Speaking, Customer Service, Cash, Phone Etiquette, Windows, Nonprofits, Community Outreach, Higher Education
Education
San Jose State University 2014 — 2017
Master's degree, Library and Information Science
Lewis and Clark College 2008 — 2012
Bachelor of Arts (BA), Sociology & Anthropology, 3.2
Hillsdale High School, San Mateo 2004 — 2008
CSX May 2014 - Present
Citi May 2013 - May 2014
Citi August 2012 - May 2013
Citi March 2009 - August 2012
Citi August 2007 - February 2009
Citi October 2005 - August 2007
Skills
Strategy, Management, Operations Management, Coaching, Process Improvement, Call Centers, Leadership, Analysis, Banking, Customer Service, Risk Management, Sales, Sales Management, Credit, Cross-functional Team...
Education
Liberty University 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
Liberty University 2001 — 2005
Bachelor of Business Administration (BBA), International Business
Envoy Air Inc., formerly American Eagle Airlines August 2015 - Present
BB&T March 2015 - August 2015
Citi July 2014 - March 2015
Target April 2012 - July 2014
Walmart March 2011 - October 2011
Skills
Customer Service, Human Resources, Communication Skills, Microsoft Office, Superior Computer Skills, Time Management, Cash Handling Experience, Problem Solving, Team-oriented, Learning Quickly, Retail Banking, Computer Proficiency, Merchandising
Education
Liberty University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
North Lake College 2011 — 2014
Associates Degree, Business Administration
Heritage Home School Academy 2005 — 2010
High School Diploma, General Studies
The Pension Studio April 2014 - February 2015
Matthews Benefit Group July 2012 - April 2014
Citi November 2010 - June 2012
Midamerica Administration and Retirement Solutions September 2008 - November 2010
Southern Wine & Spirits December 2005 - December 2008
Merrill Lynch November 2007 - September 2008
Skills
Business Analysis, Vendor Management, Financial Services, Project Management, Finance, Banking, Financial Analysis, Financial Modeling, Process Improvement, 401k, Software Project..., Financial Risk, Requirements Analysis, Management, Account Management, New Business Development, Client Relations, Relationship Management, Sales, Territory Development
Education
Liberty University 2010 — 2012
Bachelor of Science (B.S.), Interdisciplinary Studies - Social Sciences; Minor - Business, 3.25
Strayer University 2008 — 2010
Associate of Arts (A.A.), Business Administration, 3.5
Victory World Church March 2009 - Present
Victory World Church January 2012 - Present
Wedding & Event Designer July 2006 - Present
Citi January 2005 - November 2008
Skills
Nonprofits, Community Outreach, Volunteer Management, Public Speaking, Leadership Development, Theology, Preaching, Pastoral Care, Biblical Studies, Leadership, Teaching, Psychotherapy, Missions, Conflict Resolution, Event Planning
Education
Liberty University 2011 — 2013
Bachelor's degree, Psychology
Tusculum College 2006 — 2008
Associate's degree, Organizational Management
Life Christian University 2003 — 2005
Associate's degree, Theology/Theological Studies
Fairmont Specialty December 2013 - Present
First Niagara Bank February 2012 - August 2013
M&T Bank 2011 - 2012
Complete Athlete Inc. - TCA Volleyball Inc. January 2010 - May 2011
Citi June 2009 - August 2009
Camp Hickory Hill July 2004 - August 2008
Skills
Microsoft Excel, Financial Analysis, Surety Bonds, Operations Management, Underwriting, Commercial Insurance, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Analysis, Training
Education
Liberty University 2007 — 2011
Bachelor of Science (BS), Business Management & Finance
The D. E. Shaw Group February 2008 - Present
Citi September 2005 - February 2008
Skills
Hedge Funds, Equities, Derivatives, Alternative Investments, Institutional..., Pension Systems, Financial Reporting, Financial Accounting, Financial Statements, Financial Audits, Investor Relations..., Investor Reporting, Investor Relations, Fund Administration, Fund Accounting, Finance, Financial Analysis, Accounting, Investments, Asset Management
Education
Lehigh University - College of Business and Economics 2000 — 2005
Bachelor of Science in Business and Economics, Accounting
North Clackamas School District August 2015 - Present
Beaverton School District November 2014 - June 2015
Newberg School District August 2014 - November 2014
Hosford Middle School August 2012 - June 2013
Fir Grove Elementary School January 2012 - June 2012
Madison High School September 2011 - June 2012
Citi September 2006 - July 2011
Art Technical High School 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Team Leadership, Student Counseling, Teaching, Training
Education
Lewis and Clark College 2011 — 2013
Master of Education (MEd), School Counseling
Nevada State College 2009 — 2011
Bachelor of Arts (BA), Psychology
City of Philadelphia June 2015 - August 2015
HSBC November 2012 - February 2013
Citi January 2012 - March 2012
Skills
C++, Matlab, Stata, Microsoft Office, SPSS, LabVIEW, AutoCAD, Financial Modeling, Financial Analysis, Analysis
Education
Lehigh University 2013 — 2016
Master's Degree, Analytical Finance
University of Shanghai for Science and Technology 2009 — 2013
Bachelor's Degree, Medical Apparatus Engineering
Deloitte September 2015 - Present
Lehigh University February 2015 - May 2015
NYC Department of Parks & Recreation July 2014 - September 2014
Lehigh University January 2014 - May 2014
Lehigh University August 2013 - January 2014
NeoPhotonics July 2013 - August 2013
Lehigh University February 2013 - May 2013
DHL July 2011 - August 2011
Citi December 2010 - January 2011
BenQ Corporation September 2009 - September 2010
Skills
Mandarin, Microsoft Office, English, Visio, Cantonese, Organizational..., Spanish, Introduction to Finance, Supply Chain Management, managerial accounting, International Business..., Oracle Applications, intermediate accounting
Education
Lehigh University 2012 — 2015
Master's degree, Accounting
Northwestern Polytechnical University 2008 — 2012
Bachelor of Commerce (B.Com.), International Business, Trade, and Tax Law
Shenzhen Senior High School
Washington Federal July 2014 - Present
Citi September 2013 - July 2014
Supreme Lending June 2012 - September 2013
ASPire Financial Services, LLC April 2010 - June 2012
JPMorgan Chase February 2008 - April 2010
Skills
Refinance, Investments, Banking, Loan Origination, Loans, Small Business, Commercial Lending, Consumer Lending, Credit, FHA, Finance, Financial Services, Residential Mortgages, Small Business Lending, Underwriting
Education
LeTourneau University 2008 — 2012
BA (BS) Business Administration, Business Administration, Management and Operations
PepsiCo June 2015 - Present
Evercore August 2013 - June 2015
MAT Capital September 2012 - August 2013
Citi June 2012 - August 2012
Royal Bank of Scotland November 2009 - July 2011
Skills
Financial Analysis, Due Diligence, Structured Finance, Financial Services, Strategy
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2002 — 2006
BS, Dual Degree: Computer Science and Business
Amerifirst Home Loans LLC February 2013 - Present
Citi February 2013 - June 2013
JPMorgan Chase May 2009 - January 2013
Wells Fargo Home Mortgage September 2006 - February 2009
BMO Harris Bank August 2004 - September 2006
Skills
Underwriting, Credit, Auditing, Compliance, Financial Risk, Credit Analysis, Financial Analysis, Loss Mitigation, Loans, Insurance, Mortgage Banking, Mortgage Underwriting, FIA, Loan Servicing, Loan Origination, Analysis, Mortgage Lending, Computers, Microsoft Office, Microsoft Excel, Strategic Planning, Banking, Financial Services, Internal Audit, Mortgage Servicing, Cash Flow, Residential Mortgages, FHA, Risk Management, Refinance, Consumer Lending, Portfolio Management, Commercial Lending, Finance, Default, Retail Banking, Loan Modifications, FHA financing, Funding, USDA, VA loans, Commercial Banking, Risk Assessment, Credit Risk, Operational Risk, Asset Management, Asset, Appraisals, Credit Scoring, Accounting
Education
LeTourneau University 2014 — 2015
Bachelor's Degree, Accounting and Finance, 3.0
Craft Beer Cellar August 2013 - Present
à deux: bespoke wedding paper November 2013 - April 2015
YMCA June 2012 - August 2013
International Center of Photography August 2011 - August 2013
Barnes and Noble July 2007 - February 2013
Lifetouch August 2011 - December 2011
Citi June 2010 - August 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Photography, Barista, Graphic Arts, Assemblage, Customer Service
Education
Lesley University 2013 — 2014
Bachelor of Arts (B.A.), Photography
Westchester Community College 2008 — 2011
Associate of Arts and Sciences (AAS), Photography
TCR December 2014 - March 2015
TCR June 2012 - December 2014
Citi January 2011 - May 2011
Skills
Case Management, Social Services, Adolescents, Community Outreach, Customer Service, Public Speaking, Veterans
Education
Liberty University 2011 — 2012
Master's Degree, Human Services, Business
University of South Florida 2005 — 2010
Bachelor's Degree, Women's Studies
Entrust January 2014 - Present
Citi July 2013 - December 2013
McAfee August 2010 - July 2013
McAfee February 2010 - August 2010
McAfee 2009 - 2010
Cox Communications 2007 - 2009
STMicroelectronics 2000 - 2007
Sprint ENS 1999 - 2000
The U Zone (uzone.com) February 1999 - October 1999
Sprint Paranet 1998 - 1999
Skills
Virtualization, Cloud Computing, Technical Leadership, Personnel Management, IT Strategy, Storage Management, Data Protection Manager, Messaging, Project Management, Incident Management, Problem Management, Problem Solving, Configuration Management, Change Management, System Architecture, Technical Architecture, Leadership Development, Career Development, Public Speaking, Strategic Communications, Capital Budgeting, Operating Budgets, Innovation, Ethical Leadership, Vendor Management, IT Outsourcing, Outsourcing Management, Data Center, Operations Management, IT Infrastructure..., IT Operations Management, IT Infrastructure..., Service Delivery, Service Design, Service Management, IT Service Management, Leadership, ITIL, Team Leadership, Strategic Planning, Servers, Storage, Active Directory, Program Management, IT Operations, Security, VMware, Enterprise Architecture, Enterprise Software, Infrastructure
Education
Liberty University
Dallas Christian College 2001 — 2003
BS, Management and Ethics
The George Washington University 2000 — 2002
Master's Certificate, Project Management
Wentworth Military Academy 1987 — 1993
AA, Military Science
AKC Investments, LLC July 2015 - Present
Luminant March 2012 - Present
Luminant October 2010 - March 2012
O'Reilly Media September 2010 - May 2011
Avery Properties January 2006 - December 2010
Citi March 2010 - October 2010
Red Crow, LLC August 2005 - March 2010
State Farm Insurance March 2005 - August 2005
Cingular April 2002 - March 2005
AT&T November 2001 - April 2002
Skills
Technical Architecture, Enterprise Architecture, Security, Network Security, Networking, Computer Security, Information Technology, IT Operations, Management, Integration, Disaster Recovery, Troubleshooting, IT Management, Servers, System Administration, Windows Server, Project Management, Active Directory, Operating Systems, Visio, VPN, Software Documentation, VMware ESX, Microsoft SQL Server, Microsoft Exchange, Windows, Training, General Awesomeness, Testing, Hardware, Enterprise Software, Project Planning, Data Analysis, MS Project, Business Analysis, SharePoint, Vendor Management, ITIL
Education
LeTourneau University
University of North Texas
Rockingham County Schools October 2007 - Present
Citi 2001 - 2003
American Express 2000 - 2001
Skills
Tutoring, Curriculum Design, Curriculum Development, Classroom Management, Educational Technology, Elementary Education, CPI (Crisis Prevention..., Behavior Management, Differentiated..., Lesson Planning, Instructional Technology, Special Education, Literacy, Language Arts, K-12, Classroom
Education
Liberty University
Bachelor's degree, Special Education Interdisciplinary Studies
Rockingham Community College
Associate's degree, Business Administration and Management, General
TMNA Services, LLC. July 2014 - Present
Citi July 2010 - December 2013
Legion Insurance December 2008 - July 2010
Legion Insurance August 2004 - December 2008
CSC July 2002 - August 2004
Alliance Consulting May 2001 - June 2002
Epotec January 1999 - June 2001
Condor Technology Solutions 1997 - 1999
Microsoft 1990 - 1994
Skills
SDLC, IT Strategy, Process Improvement, Leadership, Program Management, Software Development, Strategy, Outsourcing, Vendor Management, Project Management, Business Analysis, Testing, Change Management, Management, Integration, Microsoft SQL Server, Databases, SQL, Enterprise Architecture, Data Center, Business Intelligence, Strategic Planning, Start-ups, Web Applications, Quality Assurance, Insurance, IT Governance, PMO, Project Portfolio..., ITIL, Enterprise Software, SaaS, Team Leadership, Cross Functional Team..., Project Planning, Risk Management, Security, Software Project..., IT Management, Information Technology, Requirements Analysis, Disaster Recovery, Agile Methodologies, Consulting
Education
Lewis and Clark College
Bachelor of Science (B.S.), Physics
Mission San Jose High School
5th 3rd Bank June 2015 - Present
Capital One March 2014 - Present
Capital One March 2014 - March 2015
Ocwen Financial Solutions September 2012 - January 2014
Wingspan Portfolio Advisors June 2010 - September 2012
Citi 2006 - 2008
Skills
Loss Mitigation, Mortgage Servicing, Loan Modifications, Loan Servicing, Short Sales, REO, Portfolio Management, Foreclosures
Education
Liberty University
Biblical and Theological Studies
Dallas Baptist University 2006 — 2009
Criminal Justice
Tarrant County College
Priority Technology Services, Inc 2009 - Present
No company April 2009 - 2015
GE Capital July 2008 - April 2009
Citi February 2005 - July 2008
Ajilon 1995 - February 2006
Skills
Process Improvement, User Acceptance Testing, Project Management, Business Process, SDLC, Software Documentation, Program Management, Six Sigma, Integration, Testing, Cross-functional Team..., PMP, Outsourcing, Analysis, Quality Assurance
Education
The University of Texas at Dallas
Master's Degree, Information Systems
Liberty University
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Arlington
Bachelor's Degree, Finance
Lord Capital, LLC December 2012 - Present
Aladdin Capital Management March 2009 - February 2012
Organizing for America 2011 - 2012
Dresdner Kleinwort May 2001 - January 2009
Citigroup August 1996 - May 2001
Citi March 1993 - July 1996
Citi January 1987 - February 1993
Marine Midland Bank August 1984 - November 1986
Marine Midland Bank February 1982 - June 1984
Marine Midland Bank February 1981 - February 1982
Skills
Financial Structuring, Loans, Syndications, Infrastructure, Fixed Income, High Yield, Investments, Credit Analysis, Portfolio Management, Cash Management, International Financial..., Restructuring, Banking
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1978
European and Soviet Diplomatic History
Lewis and Clark College 1972 — 1976
BA, International Relations and German Lit.
Siemens Healthcare Diagnostics February 2013 - Present
Siemens Healthcare Diagnostics May 2011 - January 2013
Consultant February 2000 - December 2010
Citi March 1996 - July 1999
Skills
Financial Analysis, Analysis, Analytics, Financial Modeling, Financial Reporting, Strategic Planning, Corporate Finance, Data Analysis, Business Analysis, Risk Management, Microsoft Excel, Budgets, Managerial Finance, Business Planning, Strategy, Management Consulting, Leadership, Process Improvement, Cross-functional Team..., Private Equity, Forecasting, Due Diligence
Education
Temple University - Fox School of Business and Management 2011 — 2013
Master of Business Administration (MBA), Dean's List
Lehigh University 1990 — 1994
BA, International Affairs/Economics
The American University of Paris 1992 — 1992
Citi June 2015 - Present
Merrill Lynch Wealth Management May 2014 - August 2014
Technology Professionals Hawaii May 2013 - August 2013
Skills
Microsoft Office, Event Planning, Business Strategy, Product Development, Construction, Hardware Installation, Team Motivation
Education
Lehigh University 2012 — 2016
B.S. I.B.E: Finance & B.S. Industrial Engineering,, Integrated Business and Engineering Honors Program (Finance and Industrial Engineering), Junior
PNC Mortgage October 2011 - Present
Wells Fargo June 2010 - October 2011
Wells Fargo June 2010 - October 2011
Citi May 2007 - June 2010
HOLIDAY INN October 2005 - December 2007
SPRINGHILL SUITES HOTEL BY MARRIOTT August 2006 - December 2006
Skills
Leadership, Organization, Higher Education, Initiator, Communication, Challenge Driven, Outcome focused, Problem Solving, Creativity, Flexibility, Morale, Empathy, Mortgage Servicing, Customer Satisfaction, Loan Servicing, Default, Coaching, Mortgage Banking, Management, Loss Mitigation, Mortgage Lending, Credit, Insurance, Banking, Loans, Call Centers, Customer Service, Leadership Development
Education
Liberty University 2009 — 2012
Master's degree, Christian Counseling
Trinity Baptist College 2004 — 2008
Bachelor of Arts (B.A.), Missions/Missionary Studies and Missiology
Citi October 2011 - Present
WebRecruiter March 2000 - July 2011
WebRecruiter March 2000 - July 2011
WebRecruiter March 2000 - July 2011
Skills
Business Strategy, Vendor Management, Business Analysis, SDLC, Project Management, Integration, Software Development, IT Management, Product Management, Enterprise Software, Analytics, Change Management, Leadership, Management, Strategy
Education
Lehigh University - College of Business and Economics 1993 — 1997
BS, Marketing
Bluerock Energy Services June 2014 - Present
Hart Lyman Companies LLC February 2014 - June 2014
Citi April 2012 - February 2014
Citi August 2010 - April 2012
Citi March 2007 - August 2010
Clough Harbour & Associates March 2005 - December 2006
Skills
Leadership, Project Management, CRM, Management, Derivatives, Strategy, OTC Derivatives, Analytics, Operations Management, Customer Relationship..., Microsoft Office Suite, Project Planning, Sustainability, Energy Efficiency, Energy Management, Civil Engineering, Process Improvement, Industrial Engineering, Financial Services, Business Development, Project Delivery, Site Planning, Operating Systems, Systems Analysis, Operational Efficiency, Financial and Client..., Cost Optimization, Profit Analysis, Budget Process and..., Forecasting, AutoCAD, Renewable Energy, Management Consulting, Finance, Business Process..., Strategic Planning, Customer Service
Education
Lehigh University 2000 — 2004
Bachelor of Science (BS), Industrial Engineering
Skaneateles High School 1996 — 2000
Citi March 2006 - Present
Merrill Lynch June 2005 - March 2006
Enron January 2003 - May 2005
UBS January 2002 - November 2003
Enron February 1996 - December 2001
Education
LeTourneau University 1997 — 2002
BBA, Business Administration
The Lauder Institute, University of Pennsylvania November 2014 - Present
Caja Rural Los Andes November 2010 - Present
Grameen Foundation May 2005 - Present
Citi 2004 - 2007
Citi 2002 - 2004
UBS Investment Bank 1996 - 1999
Bankers Trust August 1992 - August 1996
AT&T Microelectronics August 1984 - May 1990
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Venture Capital, Strategic Partnerships, Strategic Planning, Business Strategy, Strategy, Private Equity, Corporate Development, Mergers, Start-ups, Emerging Markets, Valuation, Social Entrepreneurship, Microsoft Excel, Entrepreneurship, Management Consulting, Business Planning, Social Impact
Education
University of Pennsylvania - The Lauder Institute 1990 — 1992
Master's Degree, International Studies
University of Pennsylvania - The Wharton School 1990 — 1992
Master of Business Administration (MBA), International Finance
Lehigh University 1984 — 1989
Master of Science (M.S.), Microelectronics
The University of North Dakota 1981 — 1984
Bachelor of Science (B.S.), Electrical Engineering
Colegio San José, Ica, Perú 1968 — 1979
High School Graduate
Office of the Attorney General, Government of Guam October 2014 - Present
Law Offices of Daniel C. Consuegra January 2012 - October 2014
Citi October 2000 - December 2011
Supreme Court of Guam 1999 - 2000
Skills
Broker dealer litigation, Trial, Debtor-creditor, OCC, FRB, FDIC, FINRA,..., Commercial transactions, Business transactions, Compliance, Control,..., Corporate Law, Commercial Litigation, Trials, Litigation, Courts, Banking, Debtor/Creditor, Business Transactions, Appeals, Corporate Finance, Corporate Governance, Credit, Estate Planning, Investments, Legal Advice, Legal Research, Legal Writing, Real Estate, Securities, Civil Litigation
Education
Lewis & Clark Law School 1995 — 1998
J.D., Law
University of California, Davis 1984 — 1989
B.A., Economics
Wells Fargo April 2005 - March 2011
Charles Schwab January 2001 - October 2004
Development Bank of Singapore (DBS) November 1999 - December 2000
Citi August 1989 - September 1999
Skills
Strategic Planning, Organizational..., Risk Management, Banking, Portfolio Management, Compliance, Governance, Financial Markets, Enterprise Risk..., Asset Management, Financial Analysis, Executive Management, Change Management, Management, Financial Services, Mergers & Acquisitions, Credit, Investments, AML, Securities
Education
Thunderbird School of Global Management
Masters International Management
Lewis and Clark College
Bachelor of Arts, International Affairs
Customer Engineering Services, Inc. December 2008 - Present
AIG Retirement Services 2006 - 2008
Citi June 2005 - May 2006
Skills
Business Analysis, Customer Service, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Process Improvement, Program Management, Strategic Planning, Team Building, Time Management, Training, Vendor Management
Education
LeTourneau University 2007 — 2009
Louisiana Tech University 1997 — 1999
Associate's, Health Information Technology
Jonesboro- Hodge High School
Citi May 2012 - Present
Pearson Education August 2010 - May 2012
State Street Corporation July 2007 - March 2009
Investors Bank and Trust January 2001 - July 2007
Sun Life Financial 1992 - 2000
Skills
Program Management, Business Process..., Business Requirements, Change Management, Team Building, Budgets, Workshop Facilitation, SDLC, Business Analysis, Process Improvement
Education
Lesley University 1994 — 1996
MS
Salem State University
BS, BA
OppenheimerFunds November 2014 - Present
Citi November 2013 - November 2014
Lucas Group February 2013 - November 2013
Experis IT, a Manpower Group Company August 2012 - February 2013
Maxim Group June 2010 - August 2012
Oppenheimer & Co. May 2009 - June 2010
Skills
Finance, Fixed Income, Portfolio Management, Recruiting, Equities, Financial Services, Technical Recruiting, Interview Preparation, Bloomberg, Analysis, Trading, Due Diligence, Business Analysis, Trading Systems, Interviews, Human Resources, Banking, Investments, Strategic Financial..., Securities, Mutual Funds, Financial Markets, Financial Modeling, Financial Analysis, SQL, Permanent Placement, Relationship Management, Management, Internet Recruiting, Risk Management, Derivatives, FX Options, FX trading, Series 7, Wealth Management, Uniform Combined State..., Series 63, Insurance, Executive Search, Capital Markets, Equity Trading, Trading Platforms, Equity Research, Salesforce.com
Education
Liberty University 2006 — 2009
Bachelor of Science, Mathematics
TSYS August 2014 - Present
FSAStore.com December 2010 - August 2014
Kaplan 2008 - 2010
Self employed--- 2006 - 2008
Citi 2002 - 2005
Skills
New Business Development, Strategic Partnerships, Account Management, Start-ups, Sales Presentations, Business Development, Product Marketing, Marketing, Email Marketing, Entrepreneurship, Flexible Spending..., Strategy, SEM, FSA, Online Advertising
Education
Nyack College 1999 — 2002
B.S.
Liberty University 1997 — 1999
A.A.
Lehigh University August 2015 - Present
The University of Texas at Arlington September 2014 - May 2015
Capital One February 2014 - June 2014
International Monetary Fund May 2013 - August 2013
Citi June 2011 - May 2012
Skills
Java, Financial Modeling, C, Matlab, C++, Microsoft Office, Financial Statement..., SAS programming, Monte Carlo Simulation, Quantitative Risk..., Microsoft Excel, Time Series Analysis, Financial Analysis, Analysis, Data Analysis, Microsoft Word, Econometrics, Capital Budgeting, SAS, Finance, Statistics
Education
Lehigh University 2015 — 2020
Doctor of Philosophy (Ph.D.), Operations Research
The University of Texas at Arlington 2014 — 2015
Doctor of Philosophy (Ph.D.), Operations Research, 4.00/4.00
The George Washington University 2012 — 2014
Master's Degree, Finance, 3.88/4.00
The Chinese University of Hong Kong 2007 — 2011
Bachelor's Degree, Mathematics, Honor Degree
The Chinese University of Hong Kong 2007 — 2011
Bachelor's Degree, Information engineering, Honor Degree
Shenzhen senior high school
Citi 1986 - 2011
Morgan Stanley 1983 - 1986
Education
Dwight Morrow
Lehigh University - College of Business and Economics
Bachelors of Science, Finance
high school
Southwest Airlines March 2015 - Present
Consulting August 2014 - Present
Statera, Inc. August 2014 - November 2014
Bank of America June 2007 - August 2014
MATRIX Resources @ SWA March 2006 - June 2007
Citi June 2002 - March 2006
Stonebridge Consulting December 1999 - February 2002
Alliance Global Services January 1999 - December 1999
Skills
Program Management, Vendor Management, Process Improvement, Project Management, CRM, Executive Management, Business Development, Business Analysis, Change Management, Project Portfolio..., Business Relationship..., Business Process..., Social Media, Service Delivery..., Entrepreneurship, Technology Leadership, Communication, Start-ups, Consulting, IT Strategy, Leadership, Enterprise Software, Business Intelligence, SDLC
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA)
LeTourneau University
Master of Business Administration (MBA)
Citi December 2014 - Present
MoneyGram International June 2012 - December 2014
Trustmark National Bank July 2011 - June 2012
Trustmark National Bank January 2006 - July 2011
Greater Refuge Resource Center 2010 - 2011
First Tennessee Bank January 1999 - January 2006
National Bank of Commerce January 1993 - January 1999
Skills
Bank Secrecy Act, Consumer Lending, AML, Fraud Detection, Financial Regulation, USA Patriot Act, Financial Risk, Fraud, OFAC, KYC
Education
University of Phoenix 2010 — 2012
MSA, Accounting
University of Phoenix 2007 — 2008
MBA, Business Administration, 3.45
LeMoyne-Owen College 1988 — 1993
BA, Business Administration
EMC June 2015 - Present
Citi January 2015 - May 2015
Citi June 2013 - December 2014
LehighSiliconValley January 2013 - January 2013
BBC Worldwide June 2011 - August 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Finance, Credit Analysis, PowerPoint, Banking, Financial Statement..., Microsoft Word, Risk Management, Market Research, Financial Risk
Education
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor's Degree, Finance and Marketing (Double Major), 3.59/4.00
JP Cloud Design & Implementation May 2015 - Present
Hosts Server Technology, Inc. June 2012 - February 2015
oDesk May 2012 - June 2012
Citi September 2011 - April 2012
ADT January 2010 - October 2010
Self April 2007 - August 2009
Skills
Finance, Sales, Email Marketing, Social Media, Account Management, Public Relations, Customer Service, Fundraising, Negotiation, Microsoft Office, Research, Media Relations, Marketing Communications, Online Advertising, Public Speaking, iPhone, Event Planning, Event Management, Advertising, Social Media Marketing, Notary Public, California Notary Public, Signing Agent, Cloud Computing, Leadership, Management, Call Centers, Training, Marketing, New Business Development, Facebook, Analysis, Business Development, Social Networking, CRM, Entrepreneurship, Start-ups, Team Building
Education
Liberty University 2015 — 2016
CERT: Web Development, Web Development
Stanford University 2013 — 2013
Venture Lab
Warsaw Community High School 2001 — 2005
High School Dipolma, H.S General Studies, 2.35
Citi June 2015 - August 2015
Theta Xi National Fraternity August 2013 - November 2014
Hillsborough Township June 2011 - August 2014
Price Waterhouse Coopers Case Study Competition October 2013 - November 2013
Johnson and Johnson MD&D January 2010 - March 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Lehigh University 2012 — 2016
Bachelor's Degree, Accounting, Senior
Hillsborough High School 2008 — 2012
High School Diploma
White & Case LLP April 2015 - Present
Citi April 2013 - March 2015
PwC June 2009 - March 2013
PwC June 2005 - June 2009
Rodale - Backpacker Magazine January 2005 - May 2005
PwC June 2004 - August 2004
Skills
Social Media, Social Media Marketing, Digital Strategy, Digital Media, Brand Development, Corporate Branding, New Media, Online Marketing, Social Media Monitoring, Web Design, Metrics, LinkedIn, Training & Development, iPhone, Apps, Analytics, Twitter, Facebook, Mac, Photoshop, Photography, Online Advertising, Social, Social Networking Sites, Digital Photography, Instagram, Google+, Pinterest, Facebook Marketing, Awesomeness, Digital Marketing, Social Media Measurement, Google Analytics, Marketing Strategy, Employer Branding, Brand Management, Crisis Management, Emerging Technology, Hootsuite, Integrated Marketing, Lead Generation, Thought Leadership, Strategy, Marketing Communications, Creative Direction, B2B Marketing, EVP, Employee Value..., SEO, Patience
Education
Lehigh University - College of Business and Economics 2002 — 2005
Business & Economics, Marketing, Honors
Newark Academy 1997 — 2001
Citi November 2010 - Present
Skills
Risk Management, Credit, Banking, Credit Risk, Credit Analysis, Financial Analysis, Business Analysis, Portfolio Management, Mortgage Lending, Finance
Education
Liberty University 2015 — 2017
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Old Dominion University 2010 — 2013
Bachelor's degree, Political Science and Government
United States Postal Service April 2006 - Present
United States Postal Service September 2013 - April 2014
US Postal Service December 2010 - September 2013
Indymac Bank March 2005 - April 2006
Indymac Bank March 2003 - October 2005
Citi April 1996 - March 2003
US Small Business Administration November 1994 - September 1996
United States Marine Corps April 1990 - September 1994
Skills
Process Improvement, Mortgage Lending, Sales Operations, Microsoft Office, Public Speaking, Self-starter, Long-term Customer..., New Business Development, Keen Listener, Fast-paced, Sales, Foreclosures, Time Constraints, Discipline, Client-focused, Task Driven, Analytical Skills, Close Attention to..., Military, Marketing, Writer, Professional, Administrative, Loan processing, Loan Documents, Title Companies, Employee Training, Government..., Leadership, Easily Adaptable
Education
Texas Woman's University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
LeTourneau University 2001 — 2002
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Npower
Npower
Needham & Company October 2014 - Present
State Street Bank September 2013 - October 2014
Citi July 2011 - July 2013
Citi June 2010 - August 2010
Phase Forward June 2009 - August 2009
Skills
Financial Forecasting, Financial Modeling, Financial Risk, Series 63, series 79
Education
Lehigh University 2007 — 2011
Bachelor of Science (B.S.), Finance
Citi June 2014 - Present
Citi January 2013 - June 2014
Citi April 2011 - January 2013
Lake City Bank October 2010 - January 2011
Monterrico Christian School January 2009 - July 2010
Biomet January 2008 - December 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Skills, Banking, Financial Analysis, Customer Service, Business Analysis, Budgets, Microsoft Office, Data Analysis, Strategic Planning, Visio, Project Management, AML, Access, Time Management, Leadership, Risk Management, SharePoint
Education
Liberty University
B.S., Business Finance
Warsaw Community High School
Citi February 2015 - Present
JPMorgan Chase September 2003 - December 2014
Bank One February 1986 - September 2003
Skills
Anti-Money Laundering..., Risk Models, Typology Development, Monitoring Strategy, Project Management, Capital Budgeting, System Design, Corporate Internal..., Corporate Fraud..., AML, Compliance, Operational Risk..., KYC, Fraud, Anti Money Laundering, Due Diligence, Banking, Financial Risk, Risk Management, Financial Services
Education
LeTourneau University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Citi September 2015 - Present
PNC January 2015 - September 2015
PNC November 2011 - September 2015
JPMorgan Chase Bank 2007 - 2011
Joe Rizza Enterprise 2002 - 2007
Best Buy 2000 - 2002
Circuit City 1997 - 2000
Education
Liberty University 2013 — 2016
Bachelor of Science in Business Administration
Medtronic February 2015 - Present
Covidien April 2013 - February 2015
Covidien September 2012 - April 2013
Citi 2004 - November 2012
Pilgrim Baxter & Associates 2000 - 2004
New York Stock Exchange 1999 - 2000
Ernst & Young 1995 - 1998
Skills
Strategy, Portfolio Management, Finance, Equity Research, Business Strategy, Equities
Education
Lehigh University - College of Business and Economics 1991 — 1995
MS, Accounting
The Urban Institute December 2014 - Present
PublicRelay January 2013 - December 2014
PublicRelay August 2012 - January 2013
PublicRelay March 2012 - August 2012
HSBC November 2011 - March 2012
HSBC July 2011 - September 2011
Diamond State Financial Group February 2011 - June 2011
United Electric Supply January 2010 - August 2010
Citi June 2009 - August 2009
Skills
Social Media, Reporting & Analysis, Analysis, Excel, Power Point, and..., Business Intelligence..., Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Statistics, Social Media Marketing, Public Speaking, Proficiency in French..., Economics, Tableau, SQL, VBA, Google Analytics, SAS, Python
Education
University of Delaware 2009 — 2011
Bachelor of Science, Marketing and Finance
Lehigh University - College of Business and Economics 2007 — 2009
Undecided
Bridgehampton National Bank July 2014 - Present
Citi January 2014 - July 2014
Citi July 2011 - December 2013
Sitesafe Inc April 2009 - May 2011
Skills
Access, Financial Analysis, Banking, Credit Analysis, Finance, Credit Risk
Education
Lehigh University 2007 — 2011
Bachelor's degree, Finance and Economics
Northport High School 2004 — 2007
Citi June 2015 - August 2015
CCMP Capital Advisors, LLC May 2014 - August 2014
O. DiBella Music May 2013 - January 2014
Bergens Best and Devore Soccer Camps June 2012 - September 2013
Americans Soccer Club August 2012 - December 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel
Education
Lehigh University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, Junior
Northern Highlands Region High School 2008 — 2012
Annaly Capital Management August 2013 - Present
Citi July 2011 - July 2013
Cameron 2007 - 2009
Skills
Valuation, Financial Modeling, Financial Analysis, Equities, Bloomberg, Portfolio Management, Hedge Funds, Due Diligence, Capital Markets, Series 79, Series 63, Investment Banking
Education
Lehigh University - College of Business and Economics 2010 — 2011
Master of Science (M.S.), Economics
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science (B.S.), Finance, Graduated with High Honors
Modis/AIG August 2013 - Present
Indotronix International Corporation August 2012 - August 2013
CITI April 2011 - July 2012
CITI July 2008 - May 2011
Citi February 2007 - July 2008
Citi 2004 - 2007
Citi 2003 - 2004
AmeriCredit 2001 - 2003
AmeriCredit 1999 - 2001
Associates Financial Services 1997 - 1999
Skills
Project Management, Data Center, Facilities Management, Critical Infrastructure, Technical Support, Building Relationships, Strategic Planning, ITIL v3 Foundations..., Physical Security, IT Operations, IT Infrastructure..., IT Strategy, Vendor Management, IT Service Management, Business Process..., PMP, PMO, Cloud Computing, ITIL, Infrastructure, Project Delivery, Enterprise Software, Management, Information Technology, Program Management, Enterprise Architecture, Risk Management, Telecommunications, Leadership, Disaster Recovery, Networking, Strategy, Project Planning, IT Management, System Deployment, Project Portfolio..., Operations Management, Storage, Security, SDLC, Integration, Outsourcing, Service Delivery, Analysis, Testing, Business Analysis, Incident Management, Governance, Business Process
Education
LeTourneau University 1999 — 2000
BBM, Business Management
Citi May 2012 - Present
MetLife Home Loans December 2010 - April 2012
Bank of America September 2009 - December 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, FHA, Refinance, Loan Origination, Residential Mortgages, Credit Analysis, Underwriting, Mortgage Underwriting, Banking, Credit Risk, USDA, VA loans
Education
Lewis University
Bachelor of Science (BS), Business
Romeoville High School
Citi August 2012 - Present
Discover Financial Services May 2011 - July 2012
Discover Financial Services April 2010 - April 2011
Discover Financial Services August 2008 - March 2010
Discover Financial Services February 2007 - July 2008
Discover Financial Services December 2005 - January 2007
Discover Financial Services January 2003 - November 2005
Skills
Direct Marketing, Segmentation, Marketing, Market Research, Marketing Strategy, Market Planning, Cross-functional Team..., Business Development, Strategy, Management, Forecasting, Strategic Planning, Product Development, Analysis, Multi-channel Marketing, Analytics, Budgets, Sales
Education
Lewis University 2004 — 2005
MBA, Marketing
Loyola University Chicago 1998 — 2002
Lemont High School
Citi September 2012 - Present
Citi September 2012 - Present
Citi September 2010 - September 2012
Citi November 2006 - September 2010
Skills
Management, Leadership, Sales, Marketability, Training, Talent Developer, Customer-focused, Organization, Finance, Customer Satisfaction, Customer Service, Retail, Sales Process
Education
Lesley University 1986 — 1989
Master's degree, Business Administration and Management, General
Mercyhurst University 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
Steward Partners Global Advisory 2014 — Present
Citi 2011 — 2014
Morgan Stanley Smith Barney/Citi Smith Barney 2002 — 2011
Smith Barney 2000 — 2002
Smith Barney 1999 — 2000
Smith Barney 1996 — 1999
Smith Barney 1995 — 1996
Skills
Financial Services, Product Management, Strategic Financial..., Management, Series 7, Financial Advisory, Portfolio Management, Securities, E-Learning, Fixed Income, Mutual Funds, Series 24, New Business Development, Customer Experience, Business Development, Wealth Management, Marketing, Strategic Planning, Investments, Customer Experience..., Risk Management, Equities, Asset Allocation, Leadership, Business Strategy, Private Banking, Global Management, Global Operations, RIA, Strategy, Technology..., Business Management, Client Experience, Global Business...
Education
Lehigh University - College of Business and Economics 1991 — 1995
BS, Finance
Dwight Englewood School 1985 — 1991
All
Citi March 2015 - Present
PNC Bank September 2011 - February 2015
Barclays August 2006 - September 2011
Chase Card Services January 2001 - August 2006
Singapore Productivity and Quality Center January 1999 - August 1999
Education
National University of Singapore
Ph.D, Industrial & Systems Engineering
Lehigh University
Master, Industrial & Systems Engineering - Operations Research
Citi August 2012 - Present
Citigroup March 2009 - August 2012
Lehman Brothers/Barclays Capital September 2008 - February 2009
Lehman Brothers September 2005 - September 2008
Lehman Brothers September 2001 - September 2005
Skills
Prime Brokerage, Financial Services, Product Management, Strategy, Credit Derivatives, Portfolio Management, Series 7, Series 63, Capital Markets, Management, Finance, Trading Systems, Fixed Income, Equities, Electronic Trading, Derivatives, Market Data, Hedge Funds, Investment Banking, Equity Derivatives, SDLC, Business Analysis, Middle Office, Software Project..., Program Management, Equity Trading, Financial Risk, Options
Education
Stevens Institute of Technology 2002 — 2005
MS, Technology Management
Lehigh University 1997 — 2001
BS, Computer Engineering
Citi September 2014 - Present
Citi June 2009 - August 2014
Citi February 2005 - May 2009
Citi December 2000 - February 2005
Associates First Capital Corporation November 1996 - December 2000
Ford Motor Company August 1987 - October 1996
First Jersey/NatWest 1983 - 1987
Meridian Bank 1980 - 1983
Skills
Finance Transformation, Financial Analysis, Decision Support, Retail Banking, Financial Modeling, Consumer Lending, Program Management, Strategic Financial..., Change Management, Commercial Banking, Business Process..., Expense Management, Expense Allocation, Wealth Management, Risk Management, Business Strategy, Budget Process, Managerial Finance, Recruiting, Financial Reporting, Business Planning, Portfolio Management, Management, Analysis, Leadership, Banking, Credit
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
Master of Business Administration (MBA)
Lehigh University 1976 — 1980
BS, Finance
Marian High School
GE Capital June 2012 - Present
GE Capital December 2010 - June 2012
GE Capital October 2009 - December 2010
GE Commercial Finance August 2008 - September 2009
Citi October 2006 - July 2009
Citi April 2005 - October 2006
Citi June 2003 - April 2005
Citi January 2003 - June 2003
Citi June 1999 - January 2003
Skills
Project Management, Leadership, Management, Risk Management, Strategy, Cross-functional Team..., Credit Cards, Portfolio Management, Training, Auditing
Education
LeTourneau University 2001 — 2003
MBA, International Business
Texas Southern University 1998 — 2001
Bachelor, Business Administration - Management
Citi August 2014 - Present
Citi January 2014 - July 2014
Citibank May 2010 - December 2013
HSBC Bank USA August 2009 - May 2010
HSBC Bank USA February 2008 - August 2009
HSBC Bank USA October 2004 - February 2008
HSBC Bank USA June 2003 - October 2004
Skills
AML, Correspondent Banking, USA PATRIOT Act, Due Diligence, OFAC, KYC, Compliance, Operational Risk, Financial Risk, Risk Management, Trade Finance, Cash Management, Operational Risk..., Capital Markets, Financial Services, Securities, Banking, Bank Secrecy Act, Fraud, Anti Money Laundering, Sanction, Credit, Financial Institutions
Education
St. John's University School of Law 2003 — 2007
JD, Law
Lehigh University - College of Business and Economics 1999 — 2003
B.S., Finance, Psychology
HSBC Global Banking and Markets July 2015 - Present
Citi January 2014 - July 2015
Citi June 2010 - January 2014
Infinium Securities 2009 - June 2010
Banc of America Securities December 2008 - April 2009
Banc of America Securities July 2006 - December 2008
American Management Systems August 1998 - May 2004
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA
Lehigh University 1994 — 1998
BS
RGP 2013 - Present
Barclays Capital October 2009 - 2012
Citi October 1996 - December 2008
Skills
Product Control, Derivatives, Equities, Project Management, Fixed Income, Analysis, Capital Markets, Finance, Financial Services, Internal Controls, Management
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1996
MBA, Finance
Lehigh University 1986 — 1990
BS, Finance
SAP Public Services February 2013 - Present
SAP March 2010 - February 2013
Daon June 2007 - March 2010
Oracle Corporation 1999 - 2007
Citi 1997 - 1999
United States Air Force 1993 - 1997
Skills
Enterprise Software, Solution Selling, Business Alliances, Software Industry, Business Intelligence, Direct Sales, Go-to-market Strategy, Account Management, Business Development, Strategic Partnerships, Sales Enablement, Sales Process, ERP, Partner Management
Education
University of Oklahoma
Master of Business Administration (MBA)
Lehigh University
Bachelor of Science (BS), Electrical Engineering
McLean High
Systemworx USA September 2010 - Present
EFG Companies January 2008 - September 2010
EFG Companies January 2007 - January 2008
Citi March 2005 - January 2007
Enterprise Financial Group September 2003 - March 2005
Tarrant County College District November 1999 - September 2003
Skills
Problem Solving, Cloud Computing, Web Architecture, Amazon Web Services..., Web Applications, Web Servers, VPN, Servers, Cisco IOS, Firewalls, SMTP, Microsoft Exchange, Software Development, Business Intelligence, Integration, Web Services, SQL, Business Analysis, Hyper-V, CRM, Microsoft SQL Server, VoIP
Education
LeTourneau University 2000 — 2002
Tarrant County College 1999 — 2000
OTC Markets Group May 2011 - Present
Citi March 2007 - April 2011
NASD - Finra December 2005 - March 2007
Pershing September 1995 - December 2005
Education
Lehigh University 1990 — 1995
BS, Finance
Lehigh University - College of Business and Economics 1990 — 1995
BS Finance
Delbarton 1986 — 1990
Citi July 2015 - Present
Nomura May 2013 - May 2015
JPMorgan Chase & Co. June 2009 - March 2013
JPMorgan Chase & Co. April 2007 - May 2009
JPMorgan Chase & Co. July 2001 - March 2007
J.P. Morgan & Co. Incorporated July 1999 - June 2001
J.P. Morgan & Co. Incorporated May 1994 - June 1999
J.P. Morgan & Co. Incorporated May 1990 - April 1994
Cooper & Lybrand August 1989 - May 1990
Coopers & Lybrand August 1987 - July 1989
Skills
New York State Society..., Series 3, 7, 24, 30 & 63
Education
New York University - Leonard N. Stern School of Business 1990 — 1995
Master in Business Administration, Finance
Lehigh University 1983 — 1987
Bachelor of Science in Business & Economics, Accounting
Milestone Consulting Inc September 2013 - Present
Morgan Clarke Consulting November 2011 - August 2013
Citi 2012 - 2013
WR Group Holdings, LP 2010 - December 2011
Milestone 2010 - 2010
Broadpoint Securities 2008 - 2010
Bear Stearns 2006 - 2007
Dresdner Bank 2004 - 2006
JP Morgan Chase 1999 - 2004
Barclays Capital 1998 - 1999
Skills
Equities, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Alternative Investments, Analysis, Asset Allocation, Asset Managment, Banking, Bloomberg, Bonds, Business Analysis, Corporate Finance, Credit, Credit Derivatives, Derivatives, Due Diligence, Electronic Trading, Emerging Markets, Equity Derivatives, Equity Trading, Finance, FX Options, Financial Markets, Financial Modeling, Financial Structuring, Financial Services, Financial Risk, Financial Analysis, MBS, Investments, Interest Rate..., Fund Of Funds, Management Consulting, Market Risk, Management, Internal Controls, Middle Office, Mergers, Prime Brokerage, Private Equity, Risk Management, Product Control, Securities, Strategic Financial..., Structured Finance, Securitization, Valuation, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1996 — 1996
MBA, Finance/Economics
Lehigh University 1983 — 1987
BS, Accounting
Bergen Catholic 1979 — 1983
Citibank February 2010 - Present
GE Capital Solutions September 2008 - February 2009
Citi April 2005 - August 2008
General Electric December 2003 - April 2005
Citi December 1998 - October 2004
Pitney Bowes Credit Corporation August 1988 - October 1996
Federal Reserve Bank of Dallas 1986 - 1988
Skills
Risk Management, Credit, Loans, Credit Analysis, Training, Credit Risk, Management, Financial Risk, Portfolio Management, Strategy, Banking, Commercial Lending, Finance
Education
Lewis University 1983 — 1985
MBA
Northern Illinois University - College of Business 1981 — 1983
B.S.
Citi June 2009 - Present
Citi August 2006 - December 2008
Citi December 2003 - July 2006
Citi December 2003 - July 2006
Education
Lehigh University - College of Business and Economics 2000 — 2003
DBTEK LLC June 2006 - Present
Citi December 2008 - December 2011
Citi Group 2008 - December 2011
Merck October 2008 - December 2008
Philadelphia Health Management Corporation July 2008 - December 2008
Philadelphia Safe and Sound November 2005 - July 2008
IKEA June 2002 - February 2006
Northwestern University 1996 - 1999
Skills
Databases, Data Warehousing, Performance Tuning, Data Modeling, Database Design, PL/SQL, SQL, Database Administration, Analysis, ETL, Data Analysis, Oracle
Education
University of Pennsylvania 1992 — 1994
MS, Electrical Engineering
Lehigh University 1986 — 1990
BS, Computer Engineering
EMC Education Servcies July 2012 - Present
Cincinnati Bell Inc. May 2011 - November 2011
Fifth Third Bank July 2010 - March 2011
Graybar Electric Co, Inc. October 2007 - December 2008
Intelligent Information, Inc January 2007 - October 2007
Citi September 2002 - January 2007
Cellular Systems International, Inc January 1995 - December 2001
Skills
Solution Selling, Account Management, Sales Management, Cold Calling, Business Development, Sales Process, Sales, B2B, Sales Operations, Inside Sales, Customer Service, Training, Sales Coach, Project Management, International Sales, International Project..., Subject Matter Expert, Contract Negotiation, Peer Mentoring, State & Local..., GSA Contracting, Leadership, Loan Origination, Lead Generation, Team Leadership, Leadership Development, Problem Solving, Procurement, Purchasing, Technical Product Sales, Telecommunications, Credit Cards, Lines Of Credit, Letters of Credit, Legal Compliance, Distribution Center..., Market Research, Consulting, New Business Set-up, Salesforce.com, Customer Retention, CRM, Call Centers, New Business Development, Customer Satisfaction, Building Relationships, Team Building, Selling, Managed Services, Coaching
Education
Northern Kentucky University 1990 — 1994
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Liberty University 1988 — 1990
Undeclared, Undeclared
Calvary Christian School 1985 — 1988
Aon Hewitt January 2015 - Present
HealthNEXT April 2013 - January 2015
Citi November 2011 - April 2013
Merck January 2009 - October 2011
Merck May 2006 - December 2008
Honeywell International 2000 - 2005
Prudential Healthcare January 1996 - March 2000
Prudential Healthcare January 1994 - January 1996
Skills
Employee Benefits, Healthcare, Strategic Planning, Process Improvement, Benefits Administration, Employee Engagement, Deferred Compensation, Employee Relations, Vendor Management, Mergers, Change Management, HRIS, Performance Management, Health Insurance, Team Building, Organizational..., Human Resources, Insurance, Executive Pay, Leadership Development, Program Management, Mergers & Acquisitions, Talent Management, Strategy, Talent Acquisition, Leadership, Succession Planning, Organizational..., Recruiting, Organizational Design, Onboarding, Coaching, Workforce Planning, Underwriting
Education
Lehigh University 1980 — 1983
B.S., Finance
Fannie Mae October 2011 - Present
Verizon November 2009 - May 2014
Citi August 2005 - January 2010
Verizon March 1998 - May 2005
American Multicapital May 1985 - August 1992
Skills
Testing, Databases, Oracle, Access, SQL, SDLC, Management, Business Intelligence, Change Management, General Ledger
Education
The University of Texas at Arlington - College of Business 2001 — 2005
Masters, Information Systems
Lewis University 1976 — 1980
BS, Accounting
Citi October 2009 - Present
Ingersoll Rand April 2005 - August 2007
Columbia Audio/Video August 2000 - November 2004
Skills
Marketing Management, Marketing Communications, Marketing Strategy, Direct Marketing, Customer Relations, Customer Insight, Segmentation, Budget Management, Program Management, Project Planning, Project Coordination, Promotions, Process Improvement, Project Implementation, Project Execution, Project Delivery, Cross-functional Team..., Advertising, Marketing, Strategic Planning, Account Management, Email Marketing, Online Marketing, Business Planning, B2B Marketing, Integrated Marketing, Market Planning, B2B, Direct Mail, Strategic Communications, Online Advertising, Campaign Management, Risk Management, Product Marketing, Digital Marketing
Education
Roosevelt University 2002 — 2004
Master of Science, Integrated Marketing Communications
Lewis University 1996 — 2000
Bachelor of Arts, Double Major: TV/Radio Broadcasting and Art with an emphasis in Computer Graphic Design
Citi March 2014 - Present
Citi November 2007 - February 2014
Citi November 2004 - October 2007
JPMorgan Chase February 2003 - October 2004
CIBC August 2000 - November 2003
Skills
Tactical Business..., Risk Mitigation and..., New Client Development, Market Penetration..., Stakeholder Networking, Retail Banking..., Performance Assessment..., Competitor / Market..., High-Level Relationship..., Team Mentoring and..., Competition, Retail Banking, New Business Development, Portfolio Management, Vendor Management, Process Improvement, Financial Services, Credit Cards, Business Development, Risk Management, Credit, Leadership, Market Analysis, Market Penetration, Business Continuity..., Banking, Building Relationships, Relationship Management, Sales Management, Analytics, Customer Retention, Management, Sales, Project Management, Operations Management, Strategic Planning, Strategy, Customer Service, Team Building, Business Planning, CRM
Education
Lehigh University - College of Business and Economics 2006 — 2007
Graduate Certificate, Project Management
University of Denver - Daniels College of Business 2001 — 2003
MBA, Management, Banking and Finance
Siena College 1992 — 1996
BA, English
CCMT
Citi February 2005 - Present
JPMChase July 2001 - January 2005
Quick & Reilly May 2000 - July 2002
Chase Manhattan Corporation August 1983 - April 2000
Skills
Financial Services, Portfolio Management, Program Management, Banking, Vendor Management, Business Analysis, Process Improvement, Risk Management, Mergers, Strategy, Business Intelligence, Change Management, Project Management, Management, Financial Risk, IT Strategy, Mergers & Acquisitions, Integration, Finance, Business Requirements, Business Process..., Management Consulting, Business Transformation, SDLC, Project Planning, CRM, Business Process..., PMO, Business Process, Governance, Project Portfolio..., Enterprise Architecture, Software Project..., IT Management, Financial Analysis, Leadership
Education
Lehigh University 1979 — 1983
BS, Accounting & Finance
Currently looking for new opportunities. August 2014 - Present
Citi April 2008 - August 2014
Hotels.com 2005 - 2008
Masco Corporation 2001 - 2005
Protection 1 Security Solutions January 1997 - March 2001
Skills
Telecommunications, Data Center, Process Improvement, VoIP, SIP, CRM, Service Delivery, Avaya Site..., Avaya IP Telephony, Project Management, Call Center..., Vendor Relationships, Vendor Management Skills, Disaster Recovery, IT Strategy, IP, Project Planning, Integration, Vendor Management, SDLC, ITIL, Business Analysis
Education
Villanova University 2014 — 2014
Certificate, Essentials of Project Management
Liberty University 1987 — 1988
Bible/Biblical Studies
Zanesville High School 1983 — 1985
Diploma, General Education
Citi 2009 - Present
Hotels.com March 2005 - April 2008
Westinghouse Security Systems 1996 - 1998
Education
Liberty University 1987 — 1989
Theology
BMO Financial Group January 2010 - Present
Citi September 2004 - Present
American Express 1983 - 2002
Skills
Banking, Portfolio Management, Strategic Partnerships, Strategy, Strategic Planning, Credit, Risk Management, Vendor Management, Product Management, Investments, Business Planning
Education
Lewis University 1974 — 1978
BS, Business Administration
Murex December 2011 - December 2014
MetLife February 2010 - October 2011
Murex November 2009 - December 2009
Basement Store of Westchester March 2008 - October 2009
Murex 1994 - March 2008
CIBC December 1992 - December 1994
Bankers Trust 1992 - 1994
Citi 1989 - 1991
J. Aron and Company 1987 - 1989
PwC 1985 - 1987
Skills
Accounting, Financial Reporting, Compliance, Analysis, General Ledger, project management, Software Project..., Software Implementation, Financial Software, Project Management, Accounting Applications, Murex, Interest Rate..., Market Risk, Portfolio Management, Equities, Derivatives, Start-ups, Business Analysis, Project Planning, Risk Management, Back Office, Financial Risk, Management, Fixed Income, Trading Systems, Capital Markets, FX Options, Equity Derivatives, Business Development, CRM, Valuation, Enterprise Risk..., Finance, Options, Financial Markets, Credit Derivatives, Financial Services, Trading, Banking
Education
Lehigh University 1980 — 1985
BS, Accounting, Finance
Blind Brook High School 1974 — 1980
Sensika Technologies January 2012 - Present
Wizcom April 2002 - April 2004
Citi September 2000 - April 2002
Skills
telling stories, merging technology with..., creating sustainable..., Entrepreneurship, Lean Startup, Start-ups, Storytelling, Content Marketing, Web Development, Venture Capital, Social Media, Digital Marketing, SEO, Mobile Applications, Social Media Marketing, Mobile Devices, Digital Media, Online Advertising, Online Marketing, Social Entrepreneurship, Web 2.0, Business Strategy, E-commerce, Social Networking, Digital Strategy, New Business Development, Web Analytics, User Experience, Marketing Strategy, Strategic Partnerships, Strategy, Email Marketing, Google Analytics, Web Project Management, SEM, Mobile Marketing, Web Marketing, PPC
Education
University of Leipzig 1991 — 1995
Diplom Kaufmann, Business Administration and Management, General
Nevill Imaging Solutions 2008 - Present
Intechra 2005 - 2008
Technelogic Corporation 2004 - 2005
SMB Technology Partners 2003 - 2004
Denitech Corporation 2001 - 2003
Citi 1998 - 2001
Ensco 1995 - 1998
Stream Global Services 1993 - 1995
United States Marine Corps 1988 - 1993
Skills
Voice/Data..., Personnel Development, Desktop Management, Systems Engineer, Hardware/Software..., Business Process..., Vendor Management, Team Management, Systems Analysis, Systems Design, Technical Support, Network Engineer, Project Management, VMware, DHCP, Data Center, VPN, Active Directory, Microsoft SQL Server, Microsoft Certified..., Servers, Blackberry Enterprise..., Integration, IT Strategy, Communication, Microsoft Exchange, Windows Server, Business Analysis, Virtualization, Software Documentation, Managed Print Services, Infrastructure, Document Management, IT Management, Networking, Hardware, WAN, Network Security, Printers, Security, Network Administration, VoIP, IT Service Management, Document Imaging, Backup Exec, IIS, DNS, Software Installation, System Administration, Microsoft Technologies
Education
LeTourneau University
Bachelor of Business Administration (BBA), Business Administration
Citi March 2013 - Present
Bank of America October 2012 - March 2013
Chase December 2011 - October 2012
BankTexas December 2006 - October 2011
Mineola Community Bank July 2004 - December 2006
Skills
Credit, Loans, Mortgage Lending, Underwriting, Credit Analysis, Credit Risk, Commercial Lending, Refinance, Mortgage Underwriting, Residential Mortgages, Small Business Lending, Banking, Mortgage Banking, Construction Loans, Community Service, Loan Origination, Lines Of Credit, Real Estate Lending, Retail Banking, Cash Flow Lending, Credit Rating, SBA, Asset Based Lending, Commercial Mortgages, Portfolio Management, Real Estate, Consumer Lending
Education
LeTourneau University 2007 — 2009
BBA, Business Administration
DynCorp International November 2013 - Present
Triumph Aerostructures - Vought Aircraft Division March 2007 - November 2013
Citi January 2003 - March 2007
Farmers Insurance 2002 - 2003
AT&T Wireless January 1994 - 2002
Skills
Lean Six Sigma Green..., Earned Value Management, Aerospace, Aircraft, Process Improvement, Government Contracting, Forecasting, Six Sigma, Program Management, Green Belt, Continuous Improvement, Variance Analysis, Proposal Writing, Business Process..., Contract Management, Pricing, Cross-functional Team..., Project Planning, SAP, Contract Negotiation, Analysis, Procurement, Operations Management, Supply Management, Cost Benefit, Defense, Strategic Sourcing, DoD, FAR, ITAR, Budgets, Root Cause Analysis, Aviation, Military, Supply Chain, MRP, Software Documentation, Leadership, Team Building, Kaizen, Management, Value Stream Mapping, Logistics, Government, Testing, Quality Assurance, Strategic Planning, Security Clearance, Negotiation, Process Engineering
Education
LeTourneau University 1995 — 1997
MBA, Business Managment
LeTourneau University 1993 — 1995
BSBM, Business Managment
Citi May 2012 - Present
Skills
Series 7, Securitization, Derivatives, Series 63, Interest Rate Swaps, Agency MBS, Emerging Markets, Microsoft Excel, Bloomberg
Education
Lehigh University 2009 — 2012
Finance, Spanish
The Cate School
Citi September 2013 - Present
Synterra Capital Management January 2012 - September 2013
UBS Investment Bank April 2010 - November 2011
PwC September 2008 - April 2010
Skills
Structured Finance, ABS, Asset Backed Financing, Capital Markets, Consumer Financing, Credit Analysis, Financial Modeling, Investment Banking, Middle Market, Private Equity, Securitization, Structured Products
Education
Lehigh University - College of Business and Economics
Bachelor of Science (BS), Accounting and Finance
Point72 Asset Management February 2015 - Present
Citi July 2013 - January 2015
Citigroup June 2010 - June 2013
Capital One June 2009 - August 2009
Education
Lehigh University - College of Business and Economics 2006 — 2010
BS, Finance
Citi June 2004 - Present
Citi January 2000 - June 2004
Skills
Financial Risk, Contract Management, Risk Management, Project Coordination, Business Continuity..., Data Analysis, Business Process..., Team Building, Internal Audit, Internal Controls, Information Security, Risk Assessment, Business Continuity, Management, Vendor Management, Analysis, Business Analysis, Policy, Process Improvement, Program Management, Strategy
Education
Liberty University 2012 — 2015
Bachelor of Science (BS), Psychology
Drake Business School 1991 — 1992
Computerized Accounting Diploma, Accounting and Finance
Barclays Investment Bank July 2011 - Present
Credit Suisse March 2007 - July 2009
Bear Stearns April 2006 - March 2007
PwC May 2005 - August 2005
Citi May 2004 - August 2004
Skills
Fixed Income, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Structured Products, Valuation, Asset-backed..., Financial Technology, Peer-to-peer, Consumer Lending, Intex, Intex Desktop, Student Loans, debt facilities, Bond Pricing
Education
Lehigh University 2002 — 2006
Bachelor of Science (B.S.), Accounting and Finance
Lehigh University - College of Business and Economics 2002 — 2006
BS, Finance and Accounting
Deallus Consulting February 2015 - Present
Citi August 2013 - January 2015
Citi July 2012 - July 2013
Park Hudson International January 2012 - April 2012
Advanced Health Media August 2010 - December 2011
Bridgeway Care Center May 2009 - August 2009
Skills
Microsoft Office 2007, Human Resources, Management, Taleo, PowerPoint, Recruiting, Microsoft Excel, Customer Service, Leadership, Microsoft Word, Event Planning, Project Management, Talent Acquisition, Microsoft Office
Education
Lehigh University 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Ridge High School 2002 — 2006
Citi June 2011 - Present
Citi August 2011 - February 2012
Citi June 2010 - August 2010
Skills
Valuation, Credit Analysis, Relationship Management, Corporate Finance, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Debt Restructuring, Due Diligence, Private Equity
Education
Lehigh University 2007 — 2011
BA, History, Business Minor
Salisbury School 2003 — 2007
Distinction in History and Economics
EY January 2013 - Present
Duff & Phelps January 2012 - August 2012
Citi July 2009 - January 2012
BMO Capital Markets June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Accounting, GAAP, Forecasting, Process Improvement, Budgets, Corporate Finance, Bloomberg, Strategic Financial...
Education
Lehigh University - College of Business and Economics 2008 — 2009
M.S., Accounting and Information Analysis
Lehigh University - College of Business and Economics 2004 — 2008
B.S., Finance and Accounting
CA Technologies September 2014 - Present
Sabre Holdings September 2011 - September 2014
Sabre Holdings 2011 - August 2012
Citi 2011 - 2011
JP Morgan Chase 2007 - 2011
Shepherd of the Hills Entertainment Group 2004 - 2006
TGIP 1999 - 2002
Skills
Data Center, Disaster Recovery, Incident Management, Agile Methodologies, Integration, Vendor Management, Solution Architecture, IT Strategy, PMO, ITIL, Change Management, Release Management, Agile Project Management, SDLC, SaaS, Configuration Management, Process Engineering, IT Infrastructure..., Enterprise Architecture, IT Service Management, IT Operations, Relationship Management, Enterprise IT..., Datacenter..., IT Project & Program..., IT Procurement, Scrum, Web Services, Databases, Service Delivery..., IT Outsourcing, System Migration, Storage Solutions, SOA, Unix, Testing, Technical Operations, DevOps, Java Enterprise Edition, Program Management, Infrastructure, Product Management, Product Development, Product Road Mapping, Product Incubation, Leadership
Education
Liberty University
Bachelor of Business Administration
Missouri State University
Toyota Financial Services July 2001 - Present
Associates First Capital Corporation February 1981 - January 2001
Citi 2000 - 2001
Price Waterhouse & Co December 1976 - December 1980
Education
Southern Methodist University - Cox School of Business 1994 — 1996
EMBA, Finance and Financial Management Services
Lehigh University - College of Business and Economics 1975 — 1976
Master of Business Administration (M.B.A.), Accounting
Lehigh University - College of Business and Economics 1971 — 1975
BS, Finance, General
Citi January 2003 - Present
Skills
Developers, Management
Education
Lewis and Clark Community College 1978 — 1979
Data Processing
Citi May 2009 - Present
Citi May 2007 - May 2009
Citi January 2002 - May 2007
Citi March 1999 - January 2002
Citi March 1997 - March 1999
JPMorgan Chase July 1988 - March 1997
Fleet/Norstar Financial Group November 1987 - July 1988
First Investors July 1986 - November 1987
Education
Lehigh University - College of Business and Economics 1982 — 1986
Bachelors Degree, Business and Economics- Marketing
First Community Credit Union Houston April 2009 - Present
American Express TRS January 1997 - April 2009
Citi September 1981 - December 1996
Skills
CFE, CFCI, BSA/AML, Community Service, Certified Fraud Examiner, Banking, Customer Service, Team Leadership, Management, Bank Secrecy Act, Team Building, Risk Management, Investigative Research, Fraud, KYC, USA PATRIOT Act
Education
LeTourneau University
Bachelor of Business Management
American Equity Mortgage April 2014 - Present
Bank of America 2010 - 2014
Data Verify, Inc. 2009 - 2010
Citi 1998 - 2009
Citi 1996 - 1998
Skills
Personal and..., Mortgage & Loan..., Special Project..., Various Mortgage..., Standards Compliance,..., Meeting Production &..., Problem Resolution,..., Oral & Written..., Works well individually, Strong Team Member, Credit Analysis, Banking, Loan Origination, Mortgage Lending, Underwriting, Financial Risk, Credit, Loss Mitigation, Loans, Investment Properties, Refinance, Investments, Analysis, Residential Mortgages, Credit Risk
Education
Southern Illinois University, Edwardsville 1981 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Lewis and Clark Community College 1979 — 1981
Associate of Science (A.S.), Business Administration and Management, General
Citi November 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Management, English, Outlook, Windows, Leadership, Project Management, Strategic Planning, Collateral Management, Business Analysis, Risk Management
Education
Lehigh University
Bachelor of Science (BS), Computer Engineering
Pace University
Master of Business Administration (MBA), Finance, General