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
Employee
Years
Job
Industry
Tony Basile Tony Basile's Citi Experience June 2015 - Present
Job Information Technology Leader | Cloud Enablement
Industry Information Technology and Services
Experience
Citi June 2015 - Present
IBM May 2003 - April 2015
DoubleClick, Inc. (now Google) February 2003 - May 2003
Bank One (now JPMorgan Chase) November 2001 - February 2003
United States Olympic Committee April 2000 - November 2001
T. Rowe Price March 1998 - April 2000
USF&G (now The Travelers Companies) September 1994 - March 1998
RWD Technologies (now GP Strategies) September 1991 - September 1994
Multimedia Design Corporation September 1990 - September 1991
US Navy July 1988 - September 1990
Education
Loyola College in Maryland 1998 — 2001
MBA, Information Technology
Rensselaer Polytechnic Institute 1983 — 1984
Master of Engineering, Electrical Engineering
United States Naval Academy 1979 — 1983
B.S., Electrical Engineering
Citi June 2015 - Present
IBM May 2003 - April 2015
DoubleClick, Inc. (now Google) February 2003 - May 2003
Bank One (now JPMorgan Chase) November 2001 - February 2003
United States Olympic Committee April 2000 - November 2001
T. Rowe Price March 1998 - April 2000
USF&G (now The Travelers Companies) September 1994 - March 1998
RWD Technologies (now GP Strategies) September 1991 - September 1994
Multimedia Design Corporation September 1990 - September 1991
US Navy July 1988 - September 1990
Education
Loyola College in Maryland 1998 — 2001
MBA, Information Technology
Rensselaer Polytechnic Institute 1983 — 1984
Master of Engineering, Electrical Engineering
United States Naval Academy 1979 — 1983
B.S., Electrical Engineering
Maria Luisa Delgado Maria Luisa Delgado's Citi Experience August 2014 - May 2015
Job Quality Assurance Specialist at Mercantil Commercebank
Industry Financial Services
Experience
Mercantil Commercebank June 2015 - Present
Citi August 2014 - May 2015
Primerica Financial Services August 2013 - July 2014
Generation Mortgage Co. 2010 - 2012
Executive National Bank October 2007 - February 2009
Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Reverse Mortgages, Management, Financial Analysis, Portfolio Management, Banking, Banking Professional..., Bilingual, BSA/AML Compliance, Know your client (KYC)...
Education
Strayer University-Florida 2013 — 2014
Human Resources, Human Resources Management/Personnel Administration, General
Loyola University New Orleans 1975 — 1979
Bachelor in Business Administration, BBA/Finance
La Ensenanza, Colombia SA
Mercantil Commercebank June 2015 - Present
Citi August 2014 - May 2015
Primerica Financial Services August 2013 - July 2014
Generation Mortgage Co. 2010 - 2012
Executive National Bank October 2007 - February 2009
Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Reverse Mortgages, Management, Financial Analysis, Portfolio Management, Banking, Banking Professional..., Bilingual, BSA/AML Compliance, Know your client (KYC)...
Education
Strayer University-Florida 2013 — 2014
Human Resources, Human Resources Management/Personnel Administration, General
Loyola University New Orleans 1975 — 1979
Bachelor in Business Administration, BBA/Finance
La Ensenanza, Colombia SA
William Stafeil William Stafeil's Citi Experience 1990 - 1993
Job Portfolio Director at DBS Bank
Industry Financial Services
Experience
DBS Bank 2013 - Present
Robert Half International 2013 - 2013
Amazon 2012 - 2012
Royal Bank of Scotland 2004 - 2008
Bank of America 1993 - 2003
Citi 1990 - 1993
Evensen Dodge International, Inc. 1985 - 1990
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Due Diligence, Credit Analysis, Valuation, Corporate Finance, Cash Flow Lending, Capital Markets, Financial Accounting, Leveraged Finance, LBO, M&A experience, Contract Negotiation, Loan Documents, Microsoft Excel, Finance, Financial Structuring, Structured Finance, Financial Analysis, Manage Client...
Education
University of Minnesota - Carlson School of Management 1986 — 1990
M.B.A., Finance and Accounting
Macalester College 1981 — 1985
B.A., Economics
Citicorp Institute for Global Corporate Finance 1989 — 1990
Bank Training Program, Credit Management
DBS Bank 2013 - Present
Robert Half International 2013 - 2013
Amazon 2012 - 2012
Royal Bank of Scotland 2004 - 2008
Bank of America 1993 - 2003
Citi 1990 - 1993
Evensen Dodge International, Inc. 1985 - 1990
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Due Diligence, Credit Analysis, Valuation, Corporate Finance, Cash Flow Lending, Capital Markets, Financial Accounting, Leveraged Finance, LBO, M&A experience, Contract Negotiation, Loan Documents, Microsoft Excel, Finance, Financial Structuring, Structured Finance, Financial Analysis, Manage Client...
Education
University of Minnesota - Carlson School of Management 1986 — 1990
M.B.A., Finance and Accounting
Macalester College 1981 — 1985
B.A., Economics
Citicorp Institute for Global Corporate Finance 1989 — 1990
Bank Training Program, Credit Management
Elizabeth Murray, CAP® Elizabeth Murray, CAP®'s Citi Experience 2000 - 2002
Job Director of Gift Planning at University of Dallas
Industry Financial Services
Experience
University of Dallas September 2015 - Present
Equest Therapeutic Horsemanship June 2010 - Present
The Senior Source August 2014 - September 2015
The Senior Source April 2013 - August 2014
Riding Unlimted August 2012 - May 2013
Executives in Action May 2012 - March 2013
Highside Capital Management August 2003 - December 2011
Fidelity Investments July 2002 - June 2003
Citi 2000 - 2002
Westwood Holdings Group, Inc. July 1995 - April 2000
Skills
Equities, Hedge Funds, Trading, Equity Trading, Bloomberg, Trading Systems, Electronic Trading, Relationship Management, Team Building, Client Liaison, Client Side, Asset Management, Investment Management, Nonprofits, FINRA, Financial Markets, Leadership, Alternative Investments, Mutual Funds, Start-ups, Series 63, Series 7, Securities, Private Equity, Portfolio Management, Equity Research, Financial Modeling, Asset Allocation, Investment Strategies, Investment Advisory, Options, Investments, Valuation, Investor Relations, Fundraising
Education
The American College 2014 — 2015
Chartered Advisor in Philanthropy, Philanthropy
Loyola College in Maryland
Bachelor of Arts (B.A.), Political Science and Government
University of Dallas September 2015 - Present
Equest Therapeutic Horsemanship June 2010 - Present
The Senior Source August 2014 - September 2015
The Senior Source April 2013 - August 2014
Riding Unlimted August 2012 - May 2013
Executives in Action May 2012 - March 2013
Highside Capital Management August 2003 - December 2011
Fidelity Investments July 2002 - June 2003
Citi 2000 - 2002
Westwood Holdings Group, Inc. July 1995 - April 2000
Skills
Equities, Hedge Funds, Trading, Equity Trading, Bloomberg, Trading Systems, Electronic Trading, Relationship Management, Team Building, Client Liaison, Client Side, Asset Management, Investment Management, Nonprofits, FINRA, Financial Markets, Leadership, Alternative Investments, Mutual Funds, Start-ups, Series 63, Series 7, Securities, Private Equity, Portfolio Management, Equity Research, Financial Modeling, Asset Allocation, Investment Strategies, Investment Advisory, Options, Investments, Valuation, Investor Relations, Fundraising
Education
The American College 2014 — 2015
Chartered Advisor in Philanthropy, Philanthropy
Loyola College in Maryland
Bachelor of Arts (B.A.), Political Science and Government
Estella Valdez Estella Valdez's Citi Experience September 2014 - Present
Job Legal Services Professional
Industry Legal Services
Experience
Citi September 2014 - Present
Philip Maher & Associates 2000 - 2014
Skills
Microsoft Office, Dictaphone, Outlook
Education
MacCormac College 2010 — 2012
Associate's Degree, Legal Administrative Assistant/Secretary
Citi September 2014 - Present
Philip Maher & Associates 2000 - 2014
Skills
Microsoft Office, Dictaphone, Outlook
Education
MacCormac College 2010 — 2012
Associate's Degree, Legal Administrative Assistant/Secretary
Dylan McCann Dylan McCann's Citi Experience 2009 - 2011
Job Business Analyst with experience in Managed Care Contracting, Laboratory Pricing, and Mortgage Lending
Industry Hospital & Health Care
Experience
Texas Champion Gymnastics August 2012 - Present
MedFusion September 2011 - November 2013
Citi 2009 - 2011
Bank of America 2007 - 2009
Army National Guard 1992 - 2001
Skills
Process Improvement, Mortgage Lending, Healthcare Information..., Healthcare, Managed Care, Strategic Planning, Leadership, Team Building, Financial Analysis, Health Insurance, Healthcare Consulting, Business Analysis, Call Centers, Contract Negotiation, Credit, Loans, Risk Management, Sales, Sales Management, Project Planning
Education
Louisiana State University in Shreveport
Bachelor's degree, Finance, General
Texas Champion Gymnastics August 2012 - Present
MedFusion September 2011 - November 2013
Citi 2009 - 2011
Bank of America 2007 - 2009
Army National Guard 1992 - 2001
Skills
Process Improvement, Mortgage Lending, Healthcare Information..., Healthcare, Managed Care, Strategic Planning, Leadership, Team Building, Financial Analysis, Health Insurance, Healthcare Consulting, Business Analysis, Call Centers, Contract Negotiation, Credit, Loans, Risk Management, Sales, Sales Management, Project Planning
Education
Louisiana State University in Shreveport
Bachelor's degree, Finance, General
Juan Francisco Cadavid Juan Francisco Cadavid's Citi Experience February 2015 - April 2015
Job Business Process & Analytics Analyst at OneMain Financial
Industry Financial Services
Experience
Loyola University Maryland Business Process and Analytics AnalystCitiJuly 2015 - Present
Citi February 2015 - April 2015
Atlantic Health System July 2014 - September 2014
Skills
Spanish, Sports
Education
Loyola University Maryland 2011 — 2015
Marketing
Loyola University Maryland Business Process and Analytics AnalystCitiJuly 2015 - Present
Citi February 2015 - April 2015
Atlantic Health System July 2014 - September 2014
Skills
Spanish, Sports
Education
Loyola University Maryland 2011 — 2015
Marketing
Alicia Figueroa Alicia Figueroa's Citi Experience July 2013 - Present
Job Management Associate at Citi
Industry Financial Services
Experience
Citi July 2013 - Present
Deutsche Bank June 2012 - 2012
Morgan Stanley Private Wealth Management January 2008 - April 2011
Education
University of Pennsylvania - The Lauder Institute 2011 — 2013
Master's degree, International Studies
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA)
Loyola University New Orleans 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Marketing
Citi July 2013 - Present
Deutsche Bank June 2012 - 2012
Morgan Stanley Private Wealth Management January 2008 - April 2011
Education
University of Pennsylvania - The Lauder Institute 2011 — 2013
Master's degree, International Studies
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA)
Loyola University New Orleans 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Marketing
Tara Umana's Citi Experience September 2013 - Present
Job Teller at Citi
Industry Financial Services
Experience
Citi September 2013 - Present
Hult International Business School 2013 - 2013
Legit Print 2012 - 2013
Metairie Bank 2010 - 2011
Loyola University 2008 - 2009
Loyola University 2008 - 2008
Loyola University 2006 - 2007
Skills
Visual Basic, Matlab, Microsoft Office, Computer Science, Windows, Receptionist Duties, Administrative..., Clerical Skills, Java, Retail Banking, Teller Operations, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Problem Solving, Front Office, Inventory Management, Outlook
Education
Loyola University New Orleans 2007 — 2009
Bachelors of Science, Mathematics
Southeastern Louisiana University 2006 — 2007
Mathematics
Citi September 2013 - Present
Hult International Business School 2013 - 2013
Legit Print 2012 - 2013
Metairie Bank 2010 - 2011
Loyola University 2008 - 2009
Loyola University 2008 - 2008
Loyola University 2006 - 2007
Skills
Visual Basic, Matlab, Microsoft Office, Computer Science, Windows, Receptionist Duties, Administrative..., Clerical Skills, Java, Retail Banking, Teller Operations, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Problem Solving, Front Office, Inventory Management, Outlook
Education
Loyola University New Orleans 2007 — 2009
Bachelors of Science, Mathematics
Southeastern Louisiana University 2006 — 2007
Mathematics
Jared Pawelk Jared Pawelk's Citi Experience June 2012 - August 2012
Job Business Analyst at Parametric
Industry Capital Markets
Experience
Parametric November 2014 - Present
Personal Portfolio Management May 2009 - Present
Parametric Clifton June 2013 - November 2014
Macalester Investment Group October 2010 - May 2013
Macalester Deno Fitness Center September 2010 - May 2013
Macalester Leonard Center September 2009 - May 2013
Citi June 2012 - August 2012
Eden Prairie Public Works May 2009 - September 2011
Skills
Excel, PowerPoint,..., Analytical Skills, Spanish, Financial Markets, Capital Markets Analysis, Financial Modeling, Investments, Statistics, Presentations, Strategy, Data Analysis, Investment Banking, Mergers & Acquisitions, Leadership, Finance
Education
Macalester College 2009 — 2013
Bachelor of Arts, Economics, 3.76
Waconia High School 2005 — 2009
Diploma
Parametric November 2014 - Present
Personal Portfolio Management May 2009 - Present
Parametric Clifton June 2013 - November 2014
Macalester Investment Group October 2010 - May 2013
Macalester Deno Fitness Center September 2010 - May 2013
Macalester Leonard Center September 2009 - May 2013
Citi June 2012 - August 2012
Eden Prairie Public Works May 2009 - September 2011
Skills
Excel, PowerPoint,..., Analytical Skills, Spanish, Financial Markets, Capital Markets Analysis, Financial Modeling, Investments, Statistics, Presentations, Strategy, Data Analysis, Investment Banking, Mergers & Acquisitions, Leadership, Finance
Education
Macalester College 2009 — 2013
Bachelor of Arts, Economics, 3.76
Waconia High School 2005 — 2009
Diploma
Joe Barndt Joe Barndt's Citi Experience September 2014 - Present
Job Vice President P&A Analyst IV at Citigroup Management Inc.
Industry Financial Services
Experience
Citi September 2014 - Present
The University of Maryland Medical System August 2012 - September 2014
Maxim Healthcare Services September 2011 - August 2012
Wells Fargo June 2008 - September 2011
Skills
Financial Reporting, Portfolio Management, Finance, Microsoft Excel, PowerPoint, Financial Analysis, Research, Budgets
Education
Loyola University Maryland
Master of Business Administration (MBA)
McDaniel College 2004 — 2008
B.A., Economics, Business Administration
Citi September 2014 - Present
The University of Maryland Medical System August 2012 - September 2014
Maxim Healthcare Services September 2011 - August 2012
Wells Fargo June 2008 - September 2011
Skills
Financial Reporting, Portfolio Management, Finance, Microsoft Excel, PowerPoint, Financial Analysis, Research, Budgets
Education
Loyola University Maryland
Master of Business Administration (MBA)
McDaniel College 2004 — 2008
B.A., Economics, Business Administration
Bill Knott Bill Knott's Citi Experience July 2010 - Present
Job Director Mid Corporate at Citi
Industry Banking
Experience
Citi July 2010 - Present
Ashbridge Investments 2008 - 2010
Wachovia Bank now Wells Fargo 1996 - 2008
Mellon Bank 1983 - 1996
Mercantile Bank 1979 - 1983
Skills
Senior Executive..., Banking, Leadership, Management, Risk Management, Mergers & Acquisitions, CRM, Commercial Banking, Strategy, Investments, Commercial Lending, Credit, Portfolio Management, Finance, Loans, Credit Analysis
Education
Loyola University Maryland
Master of Business Administration (M.B.A.), Concentration in Finance
Loyola University Maryland
Bachelor's Degree, Bachelor of Arts - Business
University of North Carolina, Chappel Hill
Certification, Executive Leadership Program
Citi July 2010 - Present
Ashbridge Investments 2008 - 2010
Wachovia Bank now Wells Fargo 1996 - 2008
Mellon Bank 1983 - 1996
Mercantile Bank 1979 - 1983
Skills
Senior Executive..., Banking, Leadership, Management, Risk Management, Mergers & Acquisitions, CRM, Commercial Banking, Strategy, Investments, Commercial Lending, Credit, Portfolio Management, Finance, Loans, Credit Analysis
Education
Loyola University Maryland
Master of Business Administration (M.B.A.), Concentration in Finance
Loyola University Maryland
Bachelor's Degree, Bachelor of Arts - Business
University of North Carolina, Chappel Hill
Certification, Executive Leadership Program
Carolina Manrique Carolina Manrique's Citi Experience August 2014 - May 2015
Job MBA Candidate at Harvard Business School
Industry Investment Management
Experience
Citi August 2014 - May 2015
Enfoca Inversiones January 2012 - July 2014
AFP Horizonte - Grupo BBVA July 2011 - December 2011
Rimac Seguros November 2009 - April 2010
Education
Universidad del Pacifico 2007 — 2012
Bachiller de Economía
Universiteit Maastricht 2011 — 2011
Programa de Intercambio Estudiantil
Citi August 2014 - May 2015
Enfoca Inversiones January 2012 - July 2014
AFP Horizonte - Grupo BBVA July 2011 - December 2011
Rimac Seguros November 2009 - April 2010
Education
Universidad del Pacifico 2007 — 2012
Bachiller de Economía
Universiteit Maastricht 2011 — 2011
Programa de Intercambio Estudiantil
Michael Binstok's Citi Experience July 2013 - Present
Job Solutions Analyst at Citi
Industry Financial Services
Experience
Citi July 2013 - Present
Camp Taconic September 2011 - Present
Camp Taconic June 2011 - Present
Muhlenberg College February 2011 - May 2013
Sigma Phi Epsilon January 2012 - January 2013
Camp Taconic June 2008 - August 2012
Solomon Schechter School of Westchester September 2007 - June 2009
Skills
Microsoft Office, Adobe Creative Suite, InDesign, Cisco Technologies, Watchguard, Apple, Windows, Windows Server, VPN, Wireless Networking, Computer Hardware, Network Hardware, Networking Software, Social Media, Event Planning, Advertising
Education
Muhlenberg College 2009 — 2013
Business Administration
Universiteit Maastricht / Maastricht University 2011 — 2011
International Business
Solomon Schechter School of Westchester 1995 — 2009
Citi July 2013 - Present
Camp Taconic September 2011 - Present
Camp Taconic June 2011 - Present
Muhlenberg College February 2011 - May 2013
Sigma Phi Epsilon January 2012 - January 2013
Camp Taconic June 2008 - August 2012
Solomon Schechter School of Westchester September 2007 - June 2009
Skills
Microsoft Office, Adobe Creative Suite, InDesign, Cisco Technologies, Watchguard, Apple, Windows, Windows Server, VPN, Wireless Networking, Computer Hardware, Network Hardware, Networking Software, Social Media, Event Planning, Advertising
Education
Muhlenberg College 2009 — 2013
Business Administration
Universiteit Maastricht / Maastricht University 2011 — 2011
International Business
Solomon Schechter School of Westchester 1995 — 2009
Margaret Abularrage Margaret Abularrage's Citi Experience January 2013 - Present
Job Senior Vice President, Project Director
Industry Financial Services
Experience
Citi January 2013 - Present
Citi January 2011 - December 2012
Citi August 2008 - January 2011
Citi January 2007 - August 2008
Citi December 2005 - January 2007
Skills
Banking, Fixed Income, Equities, Credit, Financial Services, Investment Banking, Capital Markets, Investments, Corporate Finance, Financial Risk, Derivatives, Auditing
Education
Loyola College in Maryland 2001 — 2005
Bachelor's degree, Finance, General
Convent of the Sacred Heart 1997 — 2001
High School
Citi January 2013 - Present
Citi January 2011 - December 2012
Citi August 2008 - January 2011
Citi January 2007 - August 2008
Citi December 2005 - January 2007
Skills
Banking, Fixed Income, Equities, Credit, Financial Services, Investment Banking, Capital Markets, Investments, Corporate Finance, Financial Risk, Derivatives, Auditing
Education
Loyola College in Maryland 2001 — 2005
Bachelor's degree, Finance, General
Convent of the Sacred Heart 1997 — 2001
High School
Shahar McSalters's Citi Experience January 2012 - Present
Job Before and After Care Enrichment Aide at Y of Central Maryland
Industry Financial Services
Experience
Y of Central Maryland August 2014 - Present
Qodesh CM February 2015 - Present
Citi January 2012 - Present
TTI, Inc. April 2013 - August 2014
OneMain Financial, formerly Citi Financial March 2010 - January 2012
Best Buy December 2005 - February 2011
Skills
Time Management, Sales, Training, Credit, Management, Leadership, Marketing, Project Planning, Customer Service, Accounting, Analysis, Retail, Data Entry, Social Media, Microsoft Word, Human Resources, Outlook, Microsoft Excel, Insurance, Process Improvement, Business Development, Budgets, Program Management, Leadership Development, PowerPoint, Social Media Marketing, Blogging, Policy, New Business Development, Public Relations, Employee Training, Event Planning, Recruiting, Strategic Planning, Financial Analysis, Microsoft Office, Social Networking, Fundraising, Team Leadership, Event Management, Research, Public Speaking, Payroll, Banking
Education
Benedict College 2004 — 2008
Bachelor of Science, Business Administration-Marketing
Loyola University Maryland
Masters of Education, Counselor Education/School Counseling and Guidance Services
Webster University
Masters, Business Administration; Leadership & Management
Y of Central Maryland August 2014 - Present
Qodesh CM February 2015 - Present
Citi January 2012 - Present
TTI, Inc. April 2013 - August 2014
OneMain Financial, formerly Citi Financial March 2010 - January 2012
Best Buy December 2005 - February 2011
Skills
Time Management, Sales, Training, Credit, Management, Leadership, Marketing, Project Planning, Customer Service, Accounting, Analysis, Retail, Data Entry, Social Media, Microsoft Word, Human Resources, Outlook, Microsoft Excel, Insurance, Process Improvement, Business Development, Budgets, Program Management, Leadership Development, PowerPoint, Social Media Marketing, Blogging, Policy, New Business Development, Public Relations, Employee Training, Event Planning, Recruiting, Strategic Planning, Financial Analysis, Microsoft Office, Social Networking, Fundraising, Team Leadership, Event Management, Research, Public Speaking, Payroll, Banking
Education
Benedict College 2004 — 2008
Bachelor of Science, Business Administration-Marketing
Loyola University Maryland
Masters of Education, Counselor Education/School Counseling and Guidance Services
Webster University
Masters, Business Administration; Leadership & Management
Ryan Hall, CFA Ryan Hall, CFA's Citi Experience 2015 - Present
Job US Inflation Trader at Citigroup
Industry Financial Services
Experience
Citi 2015 - Present
Citi 2009 - 2015
JP Morgan 2008 - 2009
J.P. Morgan 2007 - 2008
Skills
Fixed Income, Trading, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Financial Modeling, Valuation, Bonds, Securities, Investments, Asset Management, Trading Systems, Options, Financial Markets
Education
Loyola University Maryland 2003 — 2007
BBA, Finance and Business Economics
Citi 2015 - Present
Citi 2009 - 2015
JP Morgan 2008 - 2009
J.P. Morgan 2007 - 2008
Skills
Fixed Income, Trading, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Financial Modeling, Valuation, Bonds, Securities, Investments, Asset Management, Trading Systems, Options, Financial Markets
Education
Loyola University Maryland 2003 — 2007
BBA, Finance and Business Economics
Leslie Harmel Leslie Harmel's Citi Experience December 2010 - June 2012
Job Director, Sr. Compliance Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America August 2012 - July 2015
Citi December 2010 - June 2012
Ernst & Young May 2010 - October 2010
Bank of America February 2006 - November 2009
FINRA May 2004 - May 2005
Peregrine Financial Group, Inc. April 2003 - May 2004
Prudential Securities December 1996 - June 2001
Skills
Securities, Finance, Equities, Fixed Income, Financial Services, Risk Management, Investments, Capital Markets, Alternative Investments, Risk Assessment
Education
Loyola University Chicago School of Law 2002 — 2005
J.D., Law
North Dakota State University 1987 — 1992
B.A., Chemistry
Bank of America Merrill Lynch July 2015 - Present
Bank of America August 2012 - July 2015
Citi December 2010 - June 2012
Ernst & Young May 2010 - October 2010
Bank of America February 2006 - November 2009
FINRA May 2004 - May 2005
Peregrine Financial Group, Inc. April 2003 - May 2004
Prudential Securities December 1996 - June 2001
Skills
Securities, Finance, Equities, Fixed Income, Financial Services, Risk Management, Investments, Capital Markets, Alternative Investments, Risk Assessment
Education
Loyola University Chicago School of Law 2002 — 2005
J.D., Law
North Dakota State University 1987 — 1992
B.A., Chemistry
Sunny Li Sunny Li's Citi Experience January 2015 - Present
Job Associate, Citi
Industry Investment Banking
Experience
Citi January 2015 - Present
Citi June 2014 - August 2014
II Corps Consultants, Inc. October 2012 - December 2013
II Corps Consultants/ Booz Allen Hamilton September 2010 - October 2012
II Corps Consultants, Inc. November 2009 - September 2010
United States Marine Corps October 2007 - March 2009
United States Marine Corps May 2004 - August 2007
Skills
Military, Government, Tactics, Mentoring, Analysis, Leadership Development, Management, Change Management, Communication, Workshop Facilitation, Personnel Management, Human Resources, Strategic Planning, DoD, Information Assurance, Program Management, Security Clearance, Organizational..., Leadership, Operational Planning, Defense, Proposal Writing, Command, Organizational..., Coaching, Policy, Government Contracting, Military Operations, Intelligence, National Security, Military Experience, Army, Logistics, Afghanistan, Weapons, Combat, Emergency Management, Navy, Top Secret, Derivatives, Fixed Income
Education
University of Maryland College Park 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 2009 — 2011
Master of Public Administration (MPA), Public
Loyola University Maryland 2000 — 2004
BA, Political Science
Citi January 2015 - Present
Citi June 2014 - August 2014
II Corps Consultants, Inc. October 2012 - December 2013
II Corps Consultants/ Booz Allen Hamilton September 2010 - October 2012
II Corps Consultants, Inc. November 2009 - September 2010
United States Marine Corps October 2007 - March 2009
United States Marine Corps May 2004 - August 2007
Skills
Military, Government, Tactics, Mentoring, Analysis, Leadership Development, Management, Change Management, Communication, Workshop Facilitation, Personnel Management, Human Resources, Strategic Planning, DoD, Information Assurance, Program Management, Security Clearance, Organizational..., Leadership, Operational Planning, Defense, Proposal Writing, Command, Organizational..., Coaching, Policy, Government Contracting, Military Operations, Intelligence, National Security, Military Experience, Army, Logistics, Afghanistan, Weapons, Combat, Emergency Management, Navy, Top Secret, Derivatives, Fixed Income
Education
University of Maryland College Park 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 2009 — 2011
Master of Public Administration (MPA), Public
Loyola University Maryland 2000 — 2004
BA, Political Science
Kyle Falconi Kyle Falconi's Citi Experience March 2011 - Present
Job Vice President Foreign Exchange at Citi
Industry Financial Services
Experience
Citi March 2011 - Present
Citi July 2009 - April 2011
Citi May 2007 - June 2009
Wells Fargo April 2006 - April 2007
Tempus Consulting May 2004 - April 2006
Education
Rider University 2007 — 2010
MBA, Finance
Loyola College in Maryland 1997 — 2001
BBA, Marketing
Citi March 2011 - Present
Citi July 2009 - April 2011
Citi May 2007 - June 2009
Wells Fargo April 2006 - April 2007
Tempus Consulting May 2004 - April 2006
Education
Rider University 2007 — 2010
MBA, Finance
Loyola College in Maryland 1997 — 2001
BBA, Marketing
Anthony Peragine's Citi Experience April 2007 - June 2011
Job Senior Advisor | Sperry Van Ness Commercial Realty
Industry Real Estate
Experience
Sperry Van Ness Commercial Realty January 2012 - Present
Sperry Van Ness September 2011 - Present
Citi April 2007 - June 2011
Skills
Investments, Real Estate Transactions, Real Estate, Brokerage, Investment Properties, Real Estate Development, Real Estate Economics, Leases, Disposition, Commercial Real Estate, Investors, Negotiation
Education
Lynn University 2003 — 2006
Bachelor, Business
Sperry Van Ness Commercial Realty January 2012 - Present
Sperry Van Ness September 2011 - Present
Citi April 2007 - June 2011
Skills
Investments, Real Estate Transactions, Real Estate, Brokerage, Investment Properties, Real Estate Development, Real Estate Economics, Leases, Disposition, Commercial Real Estate, Investors, Negotiation
Education
Lynn University 2003 — 2006
Bachelor, Business
Heather Wolf Heather Wolf's Citi Experience April 2002 - 2004
Job Sales Manager at Berkshire Hathaway
Industry Consumer Services
Experience
Berkshire Hathaway January 2015 - Present
3D Roger January 2012 - Present
Apple Auto Inc March 2000 - June 2010
Citi April 2002 - 2004
Skills
Social Media Marketing, Cloud Applications, Networking, Social Networking, Windows, Management, Office Management, Office Administration, Accounts Payable, Accounts Receivable, Payroll, Customer Retention, Synchronization, Website Development, Recruitment Advertising, Online Advertising, Typing, Human Resources, Non-profit Volunteer, Customer Service, Data Entry, Outlook, Time Management
Education
Lund University
European Business Law
University of California, San Francisco
Bachelor of Science (BS), Business/Commerce, General
University of Pennsylvania - The Wharton School
Business Administration and Management, General
Berkshire Hathaway January 2015 - Present
3D Roger January 2012 - Present
Apple Auto Inc March 2000 - June 2010
Citi April 2002 - 2004
Skills
Social Media Marketing, Cloud Applications, Networking, Social Networking, Windows, Management, Office Management, Office Administration, Accounts Payable, Accounts Receivable, Payroll, Customer Retention, Synchronization, Website Development, Recruitment Advertising, Online Advertising, Typing, Human Resources, Non-profit Volunteer, Customer Service, Data Entry, Outlook, Time Management
Education
Lund University
European Business Law
University of California, San Francisco
Bachelor of Science (BS), Business/Commerce, General
University of Pennsylvania - The Wharton School
Business Administration and Management, General
Jermaine Evans Jermaine Evans's Citi Experience July 2009 - July 2011
Job Due Diligence Analyst at Goldman Sachs
Industry Financial Services
Experience
American Airlines December 2014 - Present
Goldman Sachs March 2015 - September 2015
FIS April 2014 - February 2015
Recovco Mortgage Management April 2013 - April 2014
US Small Business Administration November 2012 - April 2013
PlainsCapital Bank July 2012 - November 2012
U.S. Department of Housing and Urban Development January 2012 - July 2012
CoreLogic 2011 - 2012
Citi July 2009 - July 2011
Nationstar Mortgage December 2008 - July 2009
Skills
Mortgage Lending, Loans, Loss Mitigation, Underwriting, Loan Origination, Mortgage Servicing, Mortgage Banking, Financial Services, Default, Management, Residential Mortgages, Mortgage Underwriting, FHA, Refinance, Financial Analysis, Sales Management, Real Estate, USDA, Loan Servicing, Foreclosures, Compliance, Quality Assurance, Due Diligence, Anti Money Laundering, Airlines, Aircraft, Air Freight, Airports
Education
Lubbock Christian University
BS, Business Management
Lubbock Christian University
Bachelor of Business Administration (BBA), Business Administration and Management, General
American Airlines December 2014 - Present
Goldman Sachs March 2015 - September 2015
FIS April 2014 - February 2015
Recovco Mortgage Management April 2013 - April 2014
US Small Business Administration November 2012 - April 2013
PlainsCapital Bank July 2012 - November 2012
U.S. Department of Housing and Urban Development January 2012 - July 2012
CoreLogic 2011 - 2012
Citi July 2009 - July 2011
Nationstar Mortgage December 2008 - July 2009
Skills
Mortgage Lending, Loans, Loss Mitigation, Underwriting, Loan Origination, Mortgage Servicing, Mortgage Banking, Financial Services, Default, Management, Residential Mortgages, Mortgage Underwriting, FHA, Refinance, Financial Analysis, Sales Management, Real Estate, USDA, Loan Servicing, Foreclosures, Compliance, Quality Assurance, Due Diligence, Anti Money Laundering, Airlines, Aircraft, Air Freight, Airports
Education
Lubbock Christian University
BS, Business Management
Lubbock Christian University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Dana Hanavan Dana Hanavan's Citi Experience November 2013 - Present
Job Sr. Compensation Analyst at Citi, AVP
Industry Financial Services
Experience
Citi November 2013 - Present
Consulting February 2011 - October 2013
CareFirst BlueCross BlueShield June 2005 - February 2011
CareFirst BlueCross BlueShield May 2003 - June 2005
CareFirst BlueCross BlueShield April 2000 - May 2003
The Quaker Oats Company June 1997 - March 2000
Black & Decker Corporation November 1989 - June 1996
Skills
Budgeting, Risk Management, Compliance, Contract Negotiation, Compensation, Talent Management, Financial Analysis, Business Analysis, Forecasting, Process Improvement, Contract Negotiations, Performance Management, Budgets, Training, Deferred Compensation, Management, Customer Service, Mergers, Personnel Management, Vendor Management, Strategic Planning, Applicant Tracking..., Leadership Development, Employee Benefits, Benefits Administration, Sales, SDLC, Employee Relations, Change Management, Onboarding, Human Resources, Succession Planning, HRIS, Recruiting, Leadership, Payroll, Organizational..., Employee Engagement, Talent Acquisition, Workforce Planning, Program Management, Insurance, Organizational..., Analysis, Team Building, Negotiation, Business Process..., Hiring, Strategy, Executive Coaching
Education
Loyola University Maryland 1993 — 1996
MBA, International Marketing
Towson University 1987 — 1993
BS, Finance
Citi November 2013 - Present
Consulting February 2011 - October 2013
CareFirst BlueCross BlueShield June 2005 - February 2011
CareFirst BlueCross BlueShield May 2003 - June 2005
CareFirst BlueCross BlueShield April 2000 - May 2003
The Quaker Oats Company June 1997 - March 2000
Black & Decker Corporation November 1989 - June 1996
Skills
Budgeting, Risk Management, Compliance, Contract Negotiation, Compensation, Talent Management, Financial Analysis, Business Analysis, Forecasting, Process Improvement, Contract Negotiations, Performance Management, Budgets, Training, Deferred Compensation, Management, Customer Service, Mergers, Personnel Management, Vendor Management, Strategic Planning, Applicant Tracking..., Leadership Development, Employee Benefits, Benefits Administration, Sales, SDLC, Employee Relations, Change Management, Onboarding, Human Resources, Succession Planning, HRIS, Recruiting, Leadership, Payroll, Organizational..., Employee Engagement, Talent Acquisition, Workforce Planning, Program Management, Insurance, Organizational..., Analysis, Team Building, Negotiation, Business Process..., Hiring, Strategy, Executive Coaching
Education
Loyola University Maryland 1993 — 1996
MBA, International Marketing
Towson University 1987 — 1993
BS, Finance
Alexander Wugalter Alexander Wugalter's Citi Experience August 2011 - April 2013
Job Senior Quantitative Researcher at Ellington Management Group
Industry Banking
Experience
Ellington Management Group September 2014 - Present
Sumitomo Mitsui Banking Corporation April 2013 - September 2014
Citi August 2011 - April 2013
Citigroup Global Markets, Inc. August 2011 - April 2013
Roland Berger Strategy Consultants February 2006 - April 2006
Skills
Quantitative Finance, Stochastic Calculus, Hedging, Equity Derivatives, Pricing, Matlab, VBA, R, C++, KDB, FX trading, Microsoft Excel, Perl, CVA, C#, Quantitative Analytics, Fixed Income, Equities, Derivatives, Electronic Trading, FX Options, Bloomberg, Trading, Hedge Funds
Education
Princeton University 2007 — 2011
Doctor of Philosophy, Operations Research and Financial Engineering
Princeton University
Doctor of Philosophy, Operations Research and Financial Engineering
The University of Chicago 2006 — 2007
Master of Science, Financial Mathematics
Ludwig-Maximilians Universität München
Business Mathematics
The University of Chicago
Master of Science, Financial Mathematics
Ludwig-Maximilian University
Bachelor’s degree, Business Mathematics; Business Mathematics
Gisela-Gymansium
Gisela-Gymansium
Ellington Management Group September 2014 - Present
Sumitomo Mitsui Banking Corporation April 2013 - September 2014
Citi August 2011 - April 2013
Citigroup Global Markets, Inc. August 2011 - April 2013
Roland Berger Strategy Consultants February 2006 - April 2006
Skills
Quantitative Finance, Stochastic Calculus, Hedging, Equity Derivatives, Pricing, Matlab, VBA, R, C++, KDB, FX trading, Microsoft Excel, Perl, CVA, C#, Quantitative Analytics, Fixed Income, Equities, Derivatives, Electronic Trading, FX Options, Bloomberg, Trading, Hedge Funds
Education
Princeton University 2007 — 2011
Doctor of Philosophy, Operations Research and Financial Engineering
Princeton University
Doctor of Philosophy, Operations Research and Financial Engineering
The University of Chicago 2006 — 2007
Master of Science, Financial Mathematics
Ludwig-Maximilians Universität München
Business Mathematics
The University of Chicago
Master of Science, Financial Mathematics
Ludwig-Maximilian University
Bachelor’s degree, Business Mathematics; Business Mathematics
Gisela-Gymansium
Gisela-Gymansium
Ron Quigley Ron Quigley's Citi Experience January 1991 - July 1995
Job Operations Management Efficiency Professional
Industry Financial Services
Experience
Bazilio Cobb Associates April 2010 - Present
Mended Hearts, Inc. Chapter 81, Atlanta, GA July 2007 - Present
American Red Cross June 2009 - Present
Wachovia Bank January 2002 - July 2007
Wachovia Bank July 1997 - December 2001
Citi January 1991 - July 1995
Citi March 1989 - December 1990
Skills
Change Management, Credit, Budget Management, Customer Service, Budgets, Executive Coaching, 360 Feedback, Loans, Asset Management, Risk Management, Leadership, Training, Financial Analysis, Banking, Portfolio Management, Credit Analysis, Cash Management, Underwriting, Mergers & Acquisitions, Strategic Planning, Finance, Financial Services, Call Centers, Employee Training, Outsourcing, Management, Executive Management, Process Improvement, Credit Cards, Mortgage Lending, Analysis, Financial Modeling, Loan Origination, Financial Risk, Commercial Banking, Consumer Lending, Relationship Management, Managerial Finance, Mortgage Banking, Due Diligence, Commercial Lending, Strategic Financial..., Credit Risk, Cash Flow, Retail Banking, Internal Audit, Corporate Finance, Investments, Business Process..., Insurance
Education
Loyola College in Maryland
Education Administration
Mount Saint Mary's College
MBA, Management
Temple University
B.A., Communications
Bazilio Cobb Associates April 2010 - Present
Mended Hearts, Inc. Chapter 81, Atlanta, GA July 2007 - Present
American Red Cross June 2009 - Present
Wachovia Bank January 2002 - July 2007
Wachovia Bank July 1997 - December 2001
Citi January 1991 - July 1995
Citi March 1989 - December 1990
Skills
Change Management, Credit, Budget Management, Customer Service, Budgets, Executive Coaching, 360 Feedback, Loans, Asset Management, Risk Management, Leadership, Training, Financial Analysis, Banking, Portfolio Management, Credit Analysis, Cash Management, Underwriting, Mergers & Acquisitions, Strategic Planning, Finance, Financial Services, Call Centers, Employee Training, Outsourcing, Management, Executive Management, Process Improvement, Credit Cards, Mortgage Lending, Analysis, Financial Modeling, Loan Origination, Financial Risk, Commercial Banking, Consumer Lending, Relationship Management, Managerial Finance, Mortgage Banking, Due Diligence, Commercial Lending, Strategic Financial..., Credit Risk, Cash Flow, Retail Banking, Internal Audit, Corporate Finance, Investments, Business Process..., Insurance
Education
Loyola College in Maryland
Education Administration
Mount Saint Mary's College
MBA, Management
Temple University
B.A., Communications
Nancy Bull's Citi Experience February 2004 - Present
Job LMS Analyst at Citi
Industry Financial Services
Experience
Citi February 2004 - Present
Geac May 1984 - April 2003
Skills
Learning Management..., User Experience, Marketing, Relationship Management, Training, Performance Management, Program Management
Education
Lynchburg College
Education
Citi February 2004 - Present
Geac May 1984 - April 2003
Skills
Learning Management..., User Experience, Marketing, Relationship Management, Training, Performance Management, Program Management
Education
Lynchburg College
Education
Jose Luis Salome Jose Luis Salome's Citi Experience May 2010 - Present
Job Finance Professional
Industry Financial Services
Experience
Citi May 2010 - Present
Citi Latin America August 2002 - April 2010
Claro January 2001 - July 2002
NEC January 1999 - January 2001
Skills
Strategic Planning, Financial Analysis, Finance Transformation, Process Design, Project Management, Leadership, Coaching, Management, Banking, Risk Management, Business Process..., Financial Modeling, Business Analysis, Portfolio Management, Finance, Credit Risk, Corporate Finance
Education
Maastricht School of Management 2001 — 2003
MBA, General Management
Pontificia Universidad Católica del Perú 1992 — 1997
Engineer, Engineering
Citi May 2010 - Present
Citi Latin America August 2002 - April 2010
Claro January 2001 - July 2002
NEC January 1999 - January 2001
Skills
Strategic Planning, Financial Analysis, Finance Transformation, Process Design, Project Management, Leadership, Coaching, Management, Banking, Risk Management, Business Process..., Financial Modeling, Business Analysis, Portfolio Management, Finance, Credit Risk, Corporate Finance
Education
Maastricht School of Management 2001 — 2003
MBA, General Management
Pontificia Universidad Católica del Perú 1992 — 1997
Engineer, Engineering
Joe Deane's Citi Experience January 2013 - Present
Job Institutional Municipal Bond Sales at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Citi July 2011 - January 2013
Skills
Bonds, Bloomberg, Series 7, Capital Markets, Finance, Series 63, Bloomberg Terminal, Fixed Income
Education
Loyola University Maryland 2007 — 2011
Bachelor of Arts (BA), Finance, General
The Hun School of Princeton 2004 — 2007
Citi January 2013 - Present
Citi July 2011 - January 2013
Skills
Bonds, Bloomberg, Series 7, Capital Markets, Finance, Series 63, Bloomberg Terminal, Fixed Income
Education
Loyola University Maryland 2007 — 2011
Bachelor of Arts (BA), Finance, General
The Hun School of Princeton 2004 — 2007
Patrick Morin, CAIA Patrick Morin, CAIA's Citi Experience August 2014 - Present
Job Institutional Equities
Industry Financial Services
Experience
Citi August 2014 - Present
Merrill Lynch July 2012 - July 2014
Feingold O'Keeffe Capital, LLC September 2007 - March 2012
K Capital Partners March 2006 - July 2007
UBS Investment Bank July 2005 - March 2006
Morgan Stanley June 1994 - July 2005
Quick & Reilly 1990 - 1992
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Investor Relations, Prime Brokerage, Institutional Investors, Wealth Management, Institutional..., Equities, Asset Management, Securities, Investment Management, Investment Banking, Funding, Capital Markets, Financial Services, Fixed Income, Series 7, Due Diligence, Asset Allocation, Finance, Wealth Management..., Investments, Strategy, Sales Management
Education
Loyola University Maryland 1990 — 1994
BBA, Finance
Paramus Catholic High School 1986 — 1990
Citi August 2014 - Present
Merrill Lynch July 2012 - July 2014
Feingold O'Keeffe Capital, LLC September 2007 - March 2012
K Capital Partners March 2006 - July 2007
UBS Investment Bank July 2005 - March 2006
Morgan Stanley June 1994 - July 2005
Quick & Reilly 1990 - 1992
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Investor Relations, Prime Brokerage, Institutional Investors, Wealth Management, Institutional..., Equities, Asset Management, Securities, Investment Management, Investment Banking, Funding, Capital Markets, Financial Services, Fixed Income, Series 7, Due Diligence, Asset Allocation, Finance, Wealth Management..., Investments, Strategy, Sales Management
Education
Loyola University Maryland 1990 — 1994
BBA, Finance
Paramus Catholic High School 1986 — 1990
Sreekanth reddy Narsimhareddy's Citi Experience 2010 - Present
Job Oracle Database Administrator at Citi
Industry Information Technology and Services
Experience
Citi 2010 - Present
Charter Communications February 2008 - November 2010
Wells fargo March 2007 - January 2008
Philips Innovation January 2006 - February 2007
Skills
PL/SQL, Performance Tuning, Grid Control, Data Warehousing, Database Administration, Patch Management, Infrastructure Capacity..., Migration Projects, Data Migration, Upgrades, Oracle Enterprise..., Oracle SQL, Oracle RAC, Oracle ASM, SQL, SQL Tuning, Grid Computing, RMAN, Data Guard, Oracle, Databases, Oracle E-Business Suite, AIX, HP-UX, Solaris, Toad, Oracle Application..., Linux, SOA
Education
Lynn University
MBA, Business, capital risk, information techonolgy with E-commmerce and Corporate finance®ulatory
VPS
Mathematics and Computer Science
Citi 2010 - Present
Charter Communications February 2008 - November 2010
Wells fargo March 2007 - January 2008
Philips Innovation January 2006 - February 2007
Skills
PL/SQL, Performance Tuning, Grid Control, Data Warehousing, Database Administration, Patch Management, Infrastructure Capacity..., Migration Projects, Data Migration, Upgrades, Oracle Enterprise..., Oracle SQL, Oracle RAC, Oracle ASM, SQL, SQL Tuning, Grid Computing, RMAN, Data Guard, Oracle, Databases, Oracle E-Business Suite, AIX, HP-UX, Solaris, Toad, Oracle Application..., Linux, SOA
Education
Lynn University
MBA, Business, capital risk, information techonolgy with E-commmerce and Corporate finance®ulatory
VPS
Mathematics and Computer Science
Darrin Billingslea Darrin Billingslea's Citi Experience June 2009 - June 2011
Job Mortgage IT Closing Support Specialist at Quicken Loans
Industry Graphic Design
Experience
Quicken Loans June 2011 - Present
All Around Professional Services, L.L.C. November 2008 - Present
Citi June 2009 - June 2011
AlphaGraphics September 2008 - June 2009
Randstad (CitiMortgage) August 2007 - September 2008
Old Cornerstone Financial LLC May 2007 - August 2007
Jackson Hewitt September 2006 - April 2007
Prime Financial Group June 2006 - November 2006
Personal Services November 2005 - November 2006
Willis-Knighton Health System August 2004 - October 2005
Skills
Dreamweaver, Web Design, Graphic Design, Flash, Illustrator, Adobe Acrobat, Logo Design, Photoshop, HTML, Graphics, Advertising, Access
Education
New Horizons Computer Learning Center 2007 — 2011
Certification, Computer Network Technician
Macomb Community College 2002 — 2006
Associates, Web Programming
Quicken Loans June 2011 - Present
All Around Professional Services, L.L.C. November 2008 - Present
Citi June 2009 - June 2011
AlphaGraphics September 2008 - June 2009
Randstad (CitiMortgage) August 2007 - September 2008
Old Cornerstone Financial LLC May 2007 - August 2007
Jackson Hewitt September 2006 - April 2007
Prime Financial Group June 2006 - November 2006
Personal Services November 2005 - November 2006
Willis-Knighton Health System August 2004 - October 2005
Skills
Dreamweaver, Web Design, Graphic Design, Flash, Illustrator, Adobe Acrobat, Logo Design, Photoshop, HTML, Graphics, Advertising, Access
Education
New Horizons Computer Learning Center 2007 — 2011
Certification, Computer Network Technician
Macomb Community College 2002 — 2006
Associates, Web Programming
Joshua C. Blanchette Joshua C. Blanchette's Citi Experience November 2000 - December 2002
Job Underwriting Manager, The Travelers Companies
Industry Insurance
Partha Rathore Partha Rathore's Citi Experience October 2010 - Present
Job CoHead, CCB Loan Syndications at Citi
Industry Banking
Experience
Citi October 2010 - Present
BNP Paribas May 2007 - January 2009
BNP Paribas June 2000 - April 2007
Mashreqbank January 1996 - February 2000
Skills
Capital Markets, Credit Analysis, Leveraged Finance, Syndications, Corporate Finance, Loans, Credit, Financial Structuring, Analysis, Investment Banking, Negotiation, Commercial Banking, Loan Origination, Financial Modeling, Structured Finance, Due Diligence, Underwriting, Portfolio Management, Finance
Education
Maastricht School of Management 1994 — 1995
MBA
St. Stephen's College 1991 — 1994
Bachelors, Economics Honors
Woodstock School 1989 — 1991
High School Diploma
Citi October 2010 - Present
BNP Paribas May 2007 - January 2009
BNP Paribas June 2000 - April 2007
Mashreqbank January 1996 - February 2000
Skills
Capital Markets, Credit Analysis, Leveraged Finance, Syndications, Corporate Finance, Loans, Credit, Financial Structuring, Analysis, Investment Banking, Negotiation, Commercial Banking, Loan Origination, Financial Modeling, Structured Finance, Due Diligence, Underwriting, Portfolio Management, Finance
Education
Maastricht School of Management 1994 — 1995
MBA
St. Stephen's College 1991 — 1994
Bachelors, Economics Honors
Woodstock School 1989 — 1991
High School Diploma
Dawn Murphy, SPHR, CPSP (15,000+)'s Citi Experience 2002 - 2008
Job Recruiter | Certified People Sourcer | Career Consultant | Adjunct Professor
Industry Staffing and Recruiting
Experience
Pearl Interactive Network May 2013 - Present
University of Maryland University College January 2011 - Present
Enigma Recruiting April 2010 - April 2014
Decision Toolbox June 2012 - April 2013
Careerminds September 2011 - January 2013
Right Management January 2009 - April 2010
Citi 2002 - 2008
Mercy Medical Center 2000 - 2002
1ST TEAM Staffing 1997 - 2000
Skills
Employee Relations, Career Counseling, Resume Writing, Talent Acquisition, Performance Management, Salary Negotiation, Full-cycle Recruiting, Succession Planning, Interviewing, Leadership Development, Talent Management, Organizational..., Technical Recruiting, Recruitment/Retention, Employee Engagement, HR Consulting, Interview Coaching, Executive Coaching, Onboarding, Career Management, Executive Search, Coaching, Outplacement, Career Development, Conflict Resolution, HR Strategy, Job Search Strategies, Talent Assessment, Hiring, Sourcing, Internet Recruiting, Employment Law, Employer Branding, Team Building, Recruiting, Benefits Negotiation, Human Resources, Interviews, Personnel Management, Applicant Tracking..., Screening, Search, Leadership, SDLC, Job Coaching, Training, Management, Staff Development, Resume, Business Development
Education
Loyola College in Maryland 2000 — 2002
MBA, Management
University of Delaware 1992 — 1996
BA, Psychology and Foreign Language & Literature (Spanish)
Pearl Interactive Network May 2013 - Present
University of Maryland University College January 2011 - Present
Enigma Recruiting April 2010 - April 2014
Decision Toolbox June 2012 - April 2013
Careerminds September 2011 - January 2013
Right Management January 2009 - April 2010
Citi 2002 - 2008
Mercy Medical Center 2000 - 2002
1ST TEAM Staffing 1997 - 2000
Skills
Employee Relations, Career Counseling, Resume Writing, Talent Acquisition, Performance Management, Salary Negotiation, Full-cycle Recruiting, Succession Planning, Interviewing, Leadership Development, Talent Management, Organizational..., Technical Recruiting, Recruitment/Retention, Employee Engagement, HR Consulting, Interview Coaching, Executive Coaching, Onboarding, Career Management, Executive Search, Coaching, Outplacement, Career Development, Conflict Resolution, HR Strategy, Job Search Strategies, Talent Assessment, Hiring, Sourcing, Internet Recruiting, Employment Law, Employer Branding, Team Building, Recruiting, Benefits Negotiation, Human Resources, Interviews, Personnel Management, Applicant Tracking..., Screening, Search, Leadership, SDLC, Job Coaching, Training, Management, Staff Development, Resume, Business Development
Education
Loyola College in Maryland 2000 — 2002
MBA, Management
University of Delaware 1992 — 1996
BA, Psychology and Foreign Language & Literature (Spanish)
Elizabeth O'Keefe Krull Elizabeth O'Keefe Krull's Citi Experience July 1995 - 1999
Job VP, Senior Human Capital Business Partner
Industry Investment Management
Experience
AllianceBernstein August 2007 - May 2014
Control Point Solutions: formerly Teldata Control 2002 - 2006
Shearman & Sterling LLP 2001 - 2001
Lockheed Martin IMS 1999 - 2001
Citi July 1995 - 1999
Citi 1996 - 1997
Citi 1995 - 1996
Skills
Human Resources, Leadership Development, Employee Relations, Instructor-led Training, Recruiting, Competency Management, Competency Based..., Succession Planning, Talent Management, Employee Engagement, Performance Management, Talent Acquisition, Onboarding, Organizational..., Workshop Facilitation, Executive Coaching, Performance Improvement, Coaching, HR Policies, Workforce Planning, Compensation, Organizational Design, Career Development, Personnel Management
Education
Loyola College in Maryland 1991 — 1995
Bachelor of Arts (B.A.), Communication, General
AllianceBernstein August 2007 - May 2014
Control Point Solutions: formerly Teldata Control 2002 - 2006
Shearman & Sterling LLP 2001 - 2001
Lockheed Martin IMS 1999 - 2001
Citi July 1995 - 1999
Citi 1996 - 1997
Citi 1995 - 1996
Skills
Human Resources, Leadership Development, Employee Relations, Instructor-led Training, Recruiting, Competency Management, Competency Based..., Succession Planning, Talent Management, Employee Engagement, Performance Management, Talent Acquisition, Onboarding, Organizational..., Workshop Facilitation, Executive Coaching, Performance Improvement, Coaching, HR Policies, Workforce Planning, Compensation, Organizational Design, Career Development, Personnel Management
Education
Loyola College in Maryland 1991 — 1995
Bachelor of Arts (B.A.), Communication, General
Joseph Tressitt Joseph Tressitt's Citi Experience June 2010 - April 2011
Job Investment Management Associate at BlackRock
Industry Investment Management
Experience
BlackRock August 2015 - Present
BlackRock December 2014 - July 2015
BNY Mellon July 2013 - September 2014
BNY Mellon August 2011 - July 2013
Citi June 2010 - April 2011
US Trust June 2008 - August 2008
Skills
Financial Analysis, Investments, Investment Management, Asset Allocation, Wealth Planning, Estate Planning, Bloomberg, Public Speaking, Negotiation, Organization, Wealth Management..., Portfolio Management, Equities, Fixed Income, Valuation, Hedge Funds, CRM, Alternative Investments, Investment Strategies, Securities, Mutual Funds, Bloomberg Terminal, Equity Research, Client Relationships, Client Presentations, Investment Analysis, Risk and Control, Portfolio Construction, Wealth Management
Education
Loyola College in Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
BlackRock August 2015 - Present
BlackRock December 2014 - July 2015
BNY Mellon July 2013 - September 2014
BNY Mellon August 2011 - July 2013
Citi June 2010 - April 2011
US Trust June 2008 - August 2008
Skills
Financial Analysis, Investments, Investment Management, Asset Allocation, Wealth Planning, Estate Planning, Bloomberg, Public Speaking, Negotiation, Organization, Wealth Management..., Portfolio Management, Equities, Fixed Income, Valuation, Hedge Funds, CRM, Alternative Investments, Investment Strategies, Securities, Mutual Funds, Bloomberg Terminal, Equity Research, Client Relationships, Client Presentations, Investment Analysis, Risk and Control, Portfolio Construction, Wealth Management
Education
Loyola College in Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Sinesio Diaz's Citi Experience 1989 - 1998
Job Vicepresident at Scotiabank
Industry Banking
Experience
Scotiabank 2010 - Present
R-G Premier 2006 - 2010
Santander Mortgage 2000 - 2005
BankTrust 1998 - 1999
Citi 1989 - 1998
Skills
Mortgage Banking, Banking, Commercial Banking, Loans, Credit, Credit Analysis, Management, Strategic Planning, Strategy Implementation, Commercial Lending, Crisis Management, Risk Management
Education
Loyola University New Orleans
Master of Business Administration (M.B.A.), Finance
Loyola University New Orleans
Bachelor of Business Administration (BBA), Finance and Economy
Scotiabank 2010 - Present
R-G Premier 2006 - 2010
Santander Mortgage 2000 - 2005
BankTrust 1998 - 1999
Citi 1989 - 1998
Skills
Mortgage Banking, Banking, Commercial Banking, Loans, Credit, Credit Analysis, Management, Strategic Planning, Strategy Implementation, Commercial Lending, Crisis Management, Risk Management
Education
Loyola University New Orleans
Master of Business Administration (M.B.A.), Finance
Loyola University New Orleans
Bachelor of Business Administration (BBA), Finance and Economy
Steven Moore Steven Moore's Citi Experience 2005 - 2009
Job Real Estate Investment Banking
Industry Investment Banking
Experience
KPMG 2012 - Present
Moelis & Company 2009 - 2012
Citi 2005 - 2009
J.P. Morgan 2003 - 2005
Houlihan Lokey 1999 - 2001
The Walt Disney Company 1998 - 1999
US Army 1992 - 1999
Skills
Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Real Estate, Commercial Mortgages, Bankruptcy, Restructuring, Data Center, Hotels, Investment Banking, Apartments, Offices, Retail, Lodging, Due Diligence, Investments, Strategy, Portfolio Management, Alternative Investments, Private Equity, Asset Management, Capital Markets, Securities, Hedge Funds, Structured Finance, Finance, Leveraged Finance, Financial Structuring, LBO, Mergers & Acquisitions, Divestitures, Corporate Development, Venture Capital, Debt Restructuring, Acquisitions
Education
Anderson School at UCLA 2001 — 2003
Master of Business Administration (M.B.A.), Finance, Real Estate and Media, Cum Laude
Loyola University New Orleans 1991 — 1995
Bachelor of Business Administration (BBA), Analytic Finance, Cum Laude
KPMG 2012 - Present
Moelis & Company 2009 - 2012
Citi 2005 - 2009
J.P. Morgan 2003 - 2005
Houlihan Lokey 1999 - 2001
The Walt Disney Company 1998 - 1999
US Army 1992 - 1999
Skills
Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Real Estate, Commercial Mortgages, Bankruptcy, Restructuring, Data Center, Hotels, Investment Banking, Apartments, Offices, Retail, Lodging, Due Diligence, Investments, Strategy, Portfolio Management, Alternative Investments, Private Equity, Asset Management, Capital Markets, Securities, Hedge Funds, Structured Finance, Finance, Leveraged Finance, Financial Structuring, LBO, Mergers & Acquisitions, Divestitures, Corporate Development, Venture Capital, Debt Restructuring, Acquisitions
Education
Anderson School at UCLA 2001 — 2003
Master of Business Administration (M.B.A.), Finance, Real Estate and Media, Cum Laude
Loyola University New Orleans 1991 — 1995
Bachelor of Business Administration (BBA), Analytic Finance, Cum Laude
Livia Christensen's Citi Experience 1999 - 2000
Job at The Media Horde
Industry Motion Pictures and Film
Experience
The Media Horde June 2003 - 2010
Citi 1999 - 2000
Siemens Financial Services 1998 - 1999
Skills
Project Management, Budgets, Program Management, Strategic Planning, Leadership, Management, Strategy, Social Media
Education
Ludwig-Maximilians Universität München 1995 — 2000
Law
Reuchlin Gymnasium 1986 — 1995
Abitur, English, Economics & Law
Kent School 1992 — 1993
High School
The Media Horde June 2003 - 2010
Citi 1999 - 2000
Siemens Financial Services 1998 - 1999
Skills
Project Management, Budgets, Program Management, Strategic Planning, Leadership, Management, Strategy, Social Media
Education
Ludwig-Maximilians Universität München 1995 — 2000
Law
Reuchlin Gymnasium 1986 — 1995
Abitur, English, Economics & Law
Kent School 1992 — 1993
High School
Jeff Berthiaume Jeff Berthiaume's Citi Experience September 2011 - December 2013
Job Senior Loan Officer at Group Mortgage LLC.
Industry Financial Services
Experience
Group Mortgage LLC March 2014 - Present
Cornerstone Home Lending, Inc. December 2013 - March 2014
Citi September 2011 - December 2013
Bank of America October 2005 - September 2011
Wells Fargo June 2002 - October 2005
Wells Fargo Financial June 1997 - June 2002
Skills
Residential Mortgages, Home Equity Loans, FHA, USDA, First Time Home Buyers, Mortgage Marketing, Loan Origination, Mortgage Lending, Mortgage Banking, Refinance, VA loans, Loans, FHA financing, Finance, Credit, Government Loans, Rates, Certified Mortgage..., Mortgage Underwriting, Home Equity Lines of..., Interest Rates
Education
Luther College 1993 — 1997
Bachelor of Arts, Management and MIS
Austin High School 1989 — 1993
High School Diploma
Group Mortgage LLC March 2014 - Present
Cornerstone Home Lending, Inc. December 2013 - March 2014
Citi September 2011 - December 2013
Bank of America October 2005 - September 2011
Wells Fargo June 2002 - October 2005
Wells Fargo Financial June 1997 - June 2002
Skills
Residential Mortgages, Home Equity Loans, FHA, USDA, First Time Home Buyers, Mortgage Marketing, Loan Origination, Mortgage Lending, Mortgage Banking, Refinance, VA loans, Loans, FHA financing, Finance, Credit, Government Loans, Rates, Certified Mortgage..., Mortgage Underwriting, Home Equity Lines of..., Interest Rates
Education
Luther College 1993 — 1997
Bachelor of Arts, Management and MIS
Austin High School 1989 — 1993
High School Diploma
Jesus Egoavil Jesus Egoavil's Citi Experience 2012 - Present
Job Vice President Data Privacy Office Latin America at Citi
Industry Financial Services
Experience
Citi 2012 - Present
Networking Event 2015 - 2015
Networking Event 2015 - 2015
Networking Event 2015 - 2015
Networking Event 2015 - 2015
UNC Kenan-Flagler 2010 - 2012
Votorantim Cimentos S/A June 2011 - August 2011
Citi 2008 - 2010
Citi 2006 - 2008
Citi 2004 - 2006
Skills
Banking, Risk Management, Investments, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Financial Risk, Emerging Markets, Financial Services, Finance, Credit, Commercial Banking, Credit Risk, Business Analysis, Internal Audit, Investment Banking, Analysis, Financial Markets, Economics, Structured Finance, Internal Controls, Retail Banking, Business Planning, Enterprise Risk..., Due Diligence, Compliance Management, Data Privacy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA), Corporate Finance
Universiteit Maastricht
International Business
Universidad del Pacífico (PE)
Bachelor of Applied Science (BASc), Accounting
Universidad del Pacífico (PE)
Bachelor of Business Administration (B.B.A.)
Citi 2012 - Present
Networking Event 2015 - 2015
Networking Event 2015 - 2015
Networking Event 2015 - 2015
Networking Event 2015 - 2015
UNC Kenan-Flagler 2010 - 2012
Votorantim Cimentos S/A June 2011 - August 2011
Citi 2008 - 2010
Citi 2006 - 2008
Citi 2004 - 2006
Skills
Banking, Risk Management, Investments, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Financial Risk, Emerging Markets, Financial Services, Finance, Credit, Commercial Banking, Credit Risk, Business Analysis, Internal Audit, Investment Banking, Analysis, Financial Markets, Economics, Structured Finance, Internal Controls, Retail Banking, Business Planning, Enterprise Risk..., Due Diligence, Compliance Management, Data Privacy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA), Corporate Finance
Universiteit Maastricht
International Business
Universidad del Pacífico (PE)
Bachelor of Applied Science (BASc), Accounting
Universidad del Pacífico (PE)
Bachelor of Business Administration (B.B.A.)
Anthony Cordwell Anthony Cordwell's Citi Experience March 2008 - January 2012
Job General Counsel at First Home Mortgage Corporation
Industry Law Practice
Experience
First Home Mortgage Corporation September 2015 - Present
Element Fleet Management January 2012 - December 2014
Citi March 2008 - January 2012
Mariner Finance August 2005 - March 2008
Skills
Compliance, Privacy Law, Contract Negotiation, Litigation, Risk Management, Licensing, Legal Research, Legal Writing, Legal Compliance, Civil Litigation, Commercial Litigation, Legal Advice, Financial Regulation, Class Actions, Banking, Financial Services, Corporate Governance, Management
Education
Loyola University Maryland 2004 — 2009
MBA, Finance
University of Maryland School of Law 2000 — 2003
Juris Doctor, Law
University of Maryland Baltimore County 1996 — 2000
bachelor's, political science/economics
Calvert Hall College High School 1992 — 1996
High School
First Home Mortgage Corporation September 2015 - Present
Element Fleet Management January 2012 - December 2014
Citi March 2008 - January 2012
Mariner Finance August 2005 - March 2008
Skills
Compliance, Privacy Law, Contract Negotiation, Litigation, Risk Management, Licensing, Legal Research, Legal Writing, Legal Compliance, Civil Litigation, Commercial Litigation, Legal Advice, Financial Regulation, Class Actions, Banking, Financial Services, Corporate Governance, Management
Education
Loyola University Maryland 2004 — 2009
MBA, Finance
University of Maryland School of Law 2000 — 2003
Juris Doctor, Law
University of Maryland Baltimore County 1996 — 2000
bachelor's, political science/economics
Calvert Hall College High School 1992 — 1996
High School
Jolie Wang's Citi Experience June 2012 - August 2012
Job
Industry Financial Services
Experience
Citi June 2012 - August 2012
Grant Thornton China (致同） January 2012 - April 2012
Skills
Chinese, Ballet, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master's degree, Accounting
University of Bath
Loyola University New Orleans 2014 — 2014
No Degree, Ballet Dance
Citi June 2012 - August 2012
Grant Thornton China (致同） January 2012 - April 2012
Skills
Chinese, Ballet, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master's degree, Accounting
University of Bath
Loyola University New Orleans 2014 — 2014
No Degree, Ballet Dance
H. Patricio Machado M.A., C.A.S H. Patricio Machado M.A., C.A.S's Citi Experience September 2008 - January 2013
Job Human Resources Professor at Mariano Moreno Culinari Institute
Industry Human Resources
Experience
Mariano Moreno Culinari Institute October 2014 - Present
UNITEC, Laureate University March 2013 - February 2014
DINANT Corporation October 2013 - January 2014
Citi September 2008 - January 2013
Corporación Multi Inversiones September 2005 - September 2008
Lafarge Cement February 2003 - May 2005
Skills
Personnel Management, Business Strategy, Talent Acquisition, Organizational Design, Human Resources, Coaching, Team Building, Employee Engagement, HR Consulting, Talent Management, Executive Coaching, Organizational..., Performance Management, Succession Planning, Staff Development, Management, Leadership, Deferred Compensation, Strategic HR, Process Improvement, Employee Relations, Culture Change, Change Management, Program Management, Project Management, Management Development, Onboarding, Employee Training, Career Development, Leadership Development, Strategy, Workshop Facilitation, Management Consulting, Workforce Planning, HR Policies, Training Delivery, Executive Development, Instructional Design, HRIS, Team Leadership, Career Counseling, Recruiting, Policy, Employee Benefits, Strategic Planning, 360 Feedback, Executive Management, Organizational..., Labor Relations, Training
Education
Loyola College in Maryland 1987 — 1988
Certificate of Advance Studies (CAS), Behavioral Medicine and Organizational Stress
Loyola College in Maryland 1985 — 1988
Master in Arts, Clinical Psychology
National University of Honduras 1974 — 1978
Industrial Psychology, Psychology
Mariano Moreno Culinari Institute October 2014 - Present
UNITEC, Laureate University March 2013 - February 2014
DINANT Corporation October 2013 - January 2014
Citi September 2008 - January 2013
Corporación Multi Inversiones September 2005 - September 2008
Lafarge Cement February 2003 - May 2005
Skills
Personnel Management, Business Strategy, Talent Acquisition, Organizational Design, Human Resources, Coaching, Team Building, Employee Engagement, HR Consulting, Talent Management, Executive Coaching, Organizational..., Performance Management, Succession Planning, Staff Development, Management, Leadership, Deferred Compensation, Strategic HR, Process Improvement, Employee Relations, Culture Change, Change Management, Program Management, Project Management, Management Development, Onboarding, Employee Training, Career Development, Leadership Development, Strategy, Workshop Facilitation, Management Consulting, Workforce Planning, HR Policies, Training Delivery, Executive Development, Instructional Design, HRIS, Team Leadership, Career Counseling, Recruiting, Policy, Employee Benefits, Strategic Planning, 360 Feedback, Executive Management, Organizational..., Labor Relations, Training
Education
Loyola College in Maryland 1987 — 1988
Certificate of Advance Studies (CAS), Behavioral Medicine and Organizational Stress
Loyola College in Maryland 1985 — 1988
Master in Arts, Clinical Psychology
National University of Honduras 1974 — 1978
Industrial Psychology, Psychology
Jennifer Chadwick's Citi Experience 2004 - 2007
Job "Together we'll go far. It's about building lifelong relationships one customer at a time."
Industry Banking
Experience
WellsFargo September 2014 - Present
Metro Bank March 2010 - December 2013
SunTrust Bank February 2007 - March 2010
Citi 2004 - 2007
American General Finance August 1996 - February 2004
Skills
Team Leadership, Banking, Business Development, Commercial Lending, Credit, Loans, Customer Service, Financial Services, Mortgage Lending, Retail Banking, Relationship Management, Consumer Lending, Credit Analysis, Risk Management, Credit Risk, Small Business Lending, Leadership Development, Employment Law..., Human Resources, Event Management, Project Management, Microsoft Office, Executive Calendar...
Education
Lyndon State College 1990 — 1992
Business Management, Business Management
WellsFargo September 2014 - Present
Metro Bank March 2010 - December 2013
SunTrust Bank February 2007 - March 2010
Citi 2004 - 2007
American General Finance August 1996 - February 2004
Skills
Team Leadership, Banking, Business Development, Commercial Lending, Credit, Loans, Customer Service, Financial Services, Mortgage Lending, Retail Banking, Relationship Management, Consumer Lending, Credit Analysis, Risk Management, Credit Risk, Small Business Lending, Leadership Development, Employment Law..., Human Resources, Event Management, Project Management, Microsoft Office, Executive Calendar...
Education
Lyndon State College 1990 — 1992
Business Management, Business Management
Jacob Hughes Jacob Hughes's Citi Experience May 2006 - August 2006
Job Equity Research Associate at RBC Capital Markets; CFA Level II Candidate
Industry Financial Services
Experience
RBC Capital Markets May 2013 - Present
FBR July 2012 - May 2013
Wunderlich Securities January 2010 - June 2012
Wye River Group June 2007 - December 2009
Citi May 2006 - August 2006
Skills
Equity Research, Equities, Series 7, Bloomberg, Financial Modeling, Valuation, Investment Banking, Capital Markets, Series 63, Portfolio Management, Public Finance, Investments, FactSet, Microsoft Office, Series 87, Series 86, CFA Level II Candidate, Mergers, Hedge Funds, Asset Management, DCF, Investment Management, Equity Capital Markets, Mergers & Acquisitions
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
RBC Capital Markets May 2013 - Present
FBR July 2012 - May 2013
Wunderlich Securities January 2010 - June 2012
Wye River Group June 2007 - December 2009
Citi May 2006 - August 2006
Skills
Equity Research, Equities, Series 7, Bloomberg, Financial Modeling, Valuation, Investment Banking, Capital Markets, Series 63, Portfolio Management, Public Finance, Investments, FactSet, Microsoft Office, Series 87, Series 86, CFA Level II Candidate, Mergers, Hedge Funds, Asset Management, DCF, Investment Management, Equity Capital Markets, Mergers & Acquisitions
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Patrick Mukri Patrick Mukri's Citi Experience September 2012 - October 2013
Job Accountant at Diocese of Orlando
Industry Financial Services
Experience
Diocese of Orlando October 2013 - Present
Citi September 2012 - October 2013
Loyola University Maryland October 2011 - May 2012
Bethesda Country Club May 2010 - September 2010
Office of the Comptroller of the Currency May 2009 - August 2009
Skills
Financial Analysis, Retail Banking, Credit Analysis, Credit Derivatives, Mortgage Banking, Microsoft Excel, PowerPoint, Customer Service
Education
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Diocese of Orlando October 2013 - Present
Citi September 2012 - October 2013
Loyola University Maryland October 2011 - May 2012
Bethesda Country Club May 2010 - September 2010
Office of the Comptroller of the Currency May 2009 - August 2009
Skills
Financial Analysis, Retail Banking, Credit Analysis, Credit Derivatives, Mortgage Banking, Microsoft Excel, PowerPoint, Customer Service
Education
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Donna Millhouse, PMP Donna Millhouse, PMP's Citi Experience June 2015 - Present
Job Vice President and Senior Project ManagerAML Compliance
Industry Banking
Experience
Citi June 2015 - Present
San Antonio Ivy Educational Fund (SAIEF), Inc. January 2013 - Present
South Central Region, Alpha Kappa Alpha Sorority October 2013 - June 2015
Deloitte Consulting May 2009 - May 2014
Deloitte Consulting August 2013 - March 2014
Alpha Tau Omega Senior Oppportunity Services (ATO-SOS) of Texas January 2010 - January 2014
Alpha Kappa Alpha Sorority July 2008 - July 2012
KPMG Consulting/BearingPoint August 1999 - May 2009
Skills
Management Consulting, Business Process..., Financial Analysis, Risk Management, Internal Controls, Business Analysis, Corporate Finance, Financial Accounting, Business Transformation, Process Improvement, Program Management, Internal Audit, Change Management, Strategy, Strategic Planning, Training Delivery, Account Reconciliation, Cost Accounting, Performance Reporting, Budget Process, Budget Forecasts, Budget Reconciliation, Large System..., Team Building, SDLC, RMLC, OMB A-123, ADDIE, Agile Project Management, Project Management, Project Portfolio..., Instructor-led Training, Hands-on Training, Section 508, Financial Risk, Enterprise Risk..., Business Process, Financial Reporting, Training
Education
Yale School of Management 2005 — 2005
Executive Leadership
Professional Military Comptroller School (PMCS)
Department of Defense (DoD) Professional Comptrollership Training Program, Montgomery, Alabama
Louisiana State University in Shreveport
Accounting
University of Louisiana at Monroe
Bachelor of Science (BS), Psychology, Minor in Business
Citi June 2015 - Present
San Antonio Ivy Educational Fund (SAIEF), Inc. January 2013 - Present
South Central Region, Alpha Kappa Alpha Sorority October 2013 - June 2015
Deloitte Consulting May 2009 - May 2014
Deloitte Consulting August 2013 - March 2014
Alpha Tau Omega Senior Oppportunity Services (ATO-SOS) of Texas January 2010 - January 2014
Alpha Kappa Alpha Sorority July 2008 - July 2012
KPMG Consulting/BearingPoint August 1999 - May 2009
Skills
Management Consulting, Business Process..., Financial Analysis, Risk Management, Internal Controls, Business Analysis, Corporate Finance, Financial Accounting, Business Transformation, Process Improvement, Program Management, Internal Audit, Change Management, Strategy, Strategic Planning, Training Delivery, Account Reconciliation, Cost Accounting, Performance Reporting, Budget Process, Budget Forecasts, Budget Reconciliation, Large System..., Team Building, SDLC, RMLC, OMB A-123, ADDIE, Agile Project Management, Project Management, Project Portfolio..., Instructor-led Training, Hands-on Training, Section 508, Financial Risk, Enterprise Risk..., Business Process, Financial Reporting, Training
Education
Yale School of Management 2005 — 2005
Executive Leadership
Professional Military Comptroller School (PMCS)
Department of Defense (DoD) Professional Comptrollership Training Program, Montgomery, Alabama
Louisiana State University in Shreveport
Accounting
University of Louisiana at Monroe
Bachelor of Science (BS), Psychology, Minor in Business
Kristen Kovalesky Kristen Kovalesky's Citi Experience 2010 - 2011
Job Event Marketing Specialist, New York Stock Exchange (NYSE)
Industry Marketing and Advertising
Experience
NYSE 2011 - Present
Citi 2010 - 2011
Merrill Lynch 2007 - 2010
Merrill Lynch 2005 - 2007
20th Century Fox 2004 - 2004
ABC 2003 - 2003
Education
Loyola College in Maryland 2002 — 2006
BA, Summa Cum Laude, Communications/PR & Marketing
NYSE 2011 - Present
Citi 2010 - 2011
Merrill Lynch 2007 - 2010
Merrill Lynch 2005 - 2007
20th Century Fox 2004 - 2004
ABC 2003 - 2003
Education
Loyola College in Maryland 2002 — 2006
BA, Summa Cum Laude, Communications/PR & Marketing
Meghan Cavanagh Meghan Cavanagh's Citi Experience June 2005 - August 2005
Job Investor Relations Associate at Siguler Guff & Company
Industry Financial Services
Experience
Siguler Guff & Company October 2014 - Present
Fortress Investment Group April 2013 - October 2014
Beam Financial Solutions June 2012 - April 2013
Lily Pond Capital November 2009 - June 2012
Morgan Stanley January 2007 - November 2009
UBS June 2006 - August 2006
Citi June 2005 - August 2005
Skills
Bloomberg, Imagine Trading Systems
Education
Loyola University Maryland 2003 — 2007
BBA, Marketing
Siguler Guff & Company October 2014 - Present
Fortress Investment Group April 2013 - October 2014
Beam Financial Solutions June 2012 - April 2013
Lily Pond Capital November 2009 - June 2012
Morgan Stanley January 2007 - November 2009
UBS June 2006 - August 2006
Citi June 2005 - August 2005
Skills
Bloomberg, Imagine Trading Systems
Education
Loyola University Maryland 2003 — 2007
BBA, Marketing
Kyle Christian, CFA Kyle Christian, CFA's Citi Experience November 2013 - April 2015
Job Financial Consultant Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Citi November 2013 - April 2015
Citi July 2011 - November 2013
Citi June 2010 - August 2010
Skills
Strategic Planning, Business Process..., Highly detail oriented, Microsoft Excel, Derivatives, Valuation, Fixed Income, Microsoft Word, PowerPoint, Commodity, Oil/Gas, Hedge Funds, Finance, Capital Markets, Equities, Series 7, Series 63, Alternative Investments, Financial Markets, Prime Brokerage, Investment Management, Wealth Management, Asset Allocation, FINRA, Analysis
Education
Loyola University Maryland 2007 — 2011
BBA, Finance Major, Math & Economics Minor, 3.83 Overall GPA
Danish Institute Study Abroad 2009 — 2009
Chaminade High School 2004 — 2007
High School Diploma
Charles Schwab April 2015 - Present
Citi November 2013 - April 2015
Citi July 2011 - November 2013
Citi June 2010 - August 2010
Skills
Strategic Planning, Business Process..., Highly detail oriented, Microsoft Excel, Derivatives, Valuation, Fixed Income, Microsoft Word, PowerPoint, Commodity, Oil/Gas, Hedge Funds, Finance, Capital Markets, Equities, Series 7, Series 63, Alternative Investments, Financial Markets, Prime Brokerage, Investment Management, Wealth Management, Asset Allocation, FINRA, Analysis
Education
Loyola University Maryland 2007 — 2011
BBA, Finance Major, Math & Economics Minor, 3.83 Overall GPA
Danish Institute Study Abroad 2009 — 2009
Chaminade High School 2004 — 2007
High School Diploma
Vienna Robinson Vienna Robinson's Citi Experience August 2011 - July 2014
Job Financial Technology Consultant
Industry Financial Services
Experience
Ascendus October 2014 - Present
Citi August 2011 - July 2014
US Department of the Treasury August 2010 - August 2010
Anza May 2010 - July 2010
NorthStar Systems September 2004 - August 2008
Goldman Sachs 2002 - 2004
Skills
Financial Modeling, Emerging Markets, Valuation, Corporate Finance, Capital Markets, Economics, Financial Analysis, Investments, Equities, Due Diligence, Bloomberg, Investment Management, Mergers, Wealth Management, Equity Research, Asset Managment
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2011
MA, International Development
New York University 1998 — 2002
Bachelor of Science (BS), Business Administration, Finance
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance
Maastricht University 2001 — 2001
Economics
Ascendus October 2014 - Present
Citi August 2011 - July 2014
US Department of the Treasury August 2010 - August 2010
Anza May 2010 - July 2010
NorthStar Systems September 2004 - August 2008
Goldman Sachs 2002 - 2004
Skills
Financial Modeling, Emerging Markets, Valuation, Corporate Finance, Capital Markets, Economics, Financial Analysis, Investments, Equities, Due Diligence, Bloomberg, Investment Management, Mergers, Wealth Management, Equity Research, Asset Managment
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2011
MA, International Development
New York University 1998 — 2002
Bachelor of Science (BS), Business Administration, Finance
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance
Maastricht University 2001 — 2001
Economics
Liam Brennan Liam Brennan's Citi Experience August 2007 - July 2008
Job Sr. Business Consultant at TransFirst
Industry Financial Services
Experience
Big Apple Funding Group February 2014 - Present
TransFirst LLC October 2014 - July 2015
American Savings Bank January 2012 - January 2014
Wells Fargo January 2011 - December 2011
Wells Fargo July 2008 - January 2011
Citi August 2007 - July 2008
Equity Financial Group January 2006 - August 2007
Sprint Funding Corp March 2004 - December 2005
Skills
Financial Analysis, Management, Leadership, Sales, Sales Process, Business Planning, Customer Service, Insurance, Mortgage Lending, High Margin Negotiations, intuitive, Product Development, Product Marketing, Business Networking, Credit, Merchant Services, New Business Development, Business Development, Networking, Analytic Problem Solving, Commercial Lending, Commercial Banking, SBA, SBA 504, C&I Lending, Non-profit Consulting, Tax Preparation, Tax Analysis, Time Management, Key Account Acquisition..., Attrition, Business Efficiency, Cost Efficiency, Private Equity Funding, Construction Loans, Bridge Financing, Cash Flow Analysis
Education
University of Rhode Island 2000 — 2002
Bachelor, Political Science/Economics
Loyola University New Orleans 1998 — 2000
transfered, International Business/Economics
Big Apple Funding Group February 2014 - Present
TransFirst LLC October 2014 - July 2015
American Savings Bank January 2012 - January 2014
Wells Fargo January 2011 - December 2011
Wells Fargo July 2008 - January 2011
Citi August 2007 - July 2008
Equity Financial Group January 2006 - August 2007
Sprint Funding Corp March 2004 - December 2005
Skills
Financial Analysis, Management, Leadership, Sales, Sales Process, Business Planning, Customer Service, Insurance, Mortgage Lending, High Margin Negotiations, intuitive, Product Development, Product Marketing, Business Networking, Credit, Merchant Services, New Business Development, Business Development, Networking, Analytic Problem Solving, Commercial Lending, Commercial Banking, SBA, SBA 504, C&I Lending, Non-profit Consulting, Tax Preparation, Tax Analysis, Time Management, Key Account Acquisition..., Attrition, Business Efficiency, Cost Efficiency, Private Equity Funding, Construction Loans, Bridge Financing, Cash Flow Analysis
Education
University of Rhode Island 2000 — 2002
Bachelor, Political Science/Economics
Loyola University New Orleans 1998 — 2000
transfered, International Business/Economics
Philip Zera Philip Zera's Citi Experience June 2006 - January 2007
Job Finance and Data Professional
Industry Capital Markets
Experience
Algorithm Capital April 2012 - Present
Lindell Bank June 2007 - April 2012
Citi June 2006 - January 2007
DeSola Group February 2001 - October 2002
General Motors Asset Management June 1999 - February 2001
Barron Chase Securities June 1995 - June 1998
Skills
Strategy, Tableau, Forecasting, Financial Analysis, Market Research, Excel, Compliance, SAS, Risk Management, Visio, SSRS, Dodd-Frank, Negotiation, Business Intelligence, Data Analysis, Process Improvement, Financial Statements, Relationship Management, Capital Markets, Business Requirements, Data Visualization, Writing, Competitive Intelligence, Performance Analysis, Dashboard, ETL, Portfolio Management, SQL, FASB, Mortgage Banking, Financial Modeling, Business Analysis, Anti Money Laundering, Gap Analysis, Salesforce.com, Pivot Tables, Jack Henry, R, Ratio Analysis, Variance Analysis, Scenario Analysis, Data Warehousing, Credit Risk, Google Analytics, Algorithms, CCAR, UAT, SharePoint
Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Finance
Saint Louis University
Business Intelligence
Tableau 2013 — 2014
Tableau Training & Tutorials for Certification
American Bankers Association 2014 — 2014
CRCM
Ludwig-Maximilians Universität München 2013 — 2013
Competitive Strategy
Algorithm Capital April 2012 - Present
Lindell Bank June 2007 - April 2012
Citi June 2006 - January 2007
DeSola Group February 2001 - October 2002
General Motors Asset Management June 1999 - February 2001
Barron Chase Securities June 1995 - June 1998
Skills
Strategy, Tableau, Forecasting, Financial Analysis, Market Research, Excel, Compliance, SAS, Risk Management, Visio, SSRS, Dodd-Frank, Negotiation, Business Intelligence, Data Analysis, Process Improvement, Financial Statements, Relationship Management, Capital Markets, Business Requirements, Data Visualization, Writing, Competitive Intelligence, Performance Analysis, Dashboard, ETL, Portfolio Management, SQL, FASB, Mortgage Banking, Financial Modeling, Business Analysis, Anti Money Laundering, Gap Analysis, Salesforce.com, Pivot Tables, Jack Henry, R, Ratio Analysis, Variance Analysis, Scenario Analysis, Data Warehousing, Credit Risk, Google Analytics, Algorithms, CCAR, UAT, SharePoint
Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Finance
Saint Louis University
Business Intelligence
Tableau 2013 — 2014
Tableau Training & Tutorials for Certification
American Bankers Association 2014 — 2014
CRCM
Ludwig-Maximilians Universität München 2013 — 2013
Competitive Strategy
BARRY MANNES BARRY MANNES's Citi Experience April 2004 - Present
Job retired at CITI
Industry Human Resources
Experience
CITI April 2004 - Present
Travelers January 1995 - December 1998
Travelers Group 1990 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Editing, C, Strategic Planning, Negotiation, Java
Education
Loyola College in Maryland 1975 — 1975
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Baltimore 1960 — 1964
Bachelor of Science (BS), Business Administration and Management, General
CITI April 2004 - Present
Travelers January 1995 - December 1998
Travelers Group 1990 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Editing, C, Strategic Planning, Negotiation, Java
Education
Loyola College in Maryland 1975 — 1975
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Baltimore 1960 — 1964
Bachelor of Science (BS), Business Administration and Management, General
Mitzi Matthews Mitzi Matthews's Citi Experience June 2006 - August 2010
Job na
Industry Banking
Experience
na February 2014 - Present
Citibank September 2010 - December 2013
Citi June 2006 - August 2010
JPMorgan Chase August 2004 - June 2006
Skills
Credit, Retail Banking, Financial Services, Portfolio Management, Banking, Loans, Relationship Management, Risk Management, Wealth Management, Commercial Banking
Education
Lubbock Christian University 2003 — 2005
Bachelor's degree, Organizational Management
Midland College 1999 — 2001
Associate's degree, General Studies
na February 2014 - Present
Citibank September 2010 - December 2013
Citi June 2006 - August 2010
JPMorgan Chase August 2004 - June 2006
Skills
Credit, Retail Banking, Financial Services, Portfolio Management, Banking, Loans, Relationship Management, Risk Management, Wealth Management, Commercial Banking
Education
Lubbock Christian University 2003 — 2005
Bachelor's degree, Organizational Management
Midland College 1999 — 2001
Associate's degree, General Studies
Craig Heal Craig Heal's Citi Experience January 2011 - Present
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi January 2011 - Present
Bayern LB May 2007 - January 2011
Bank of America January 1997 - May 2007
PNC Bank June 1987 - January 1997
Skills
Leadership, Commercial Banking, Leveraged Finance, Corporate Finance, Capital Markets, Loan Origination, Strategic Financial..., Credit Risk, Asset Based Lending, Mergers & Acquisitions, Financial Structuring, Middle Market
Education
Lycoming College 1983 — 1987
BA, Business / Finance
York Suburban 1979 — 1983
Citi January 2011 - Present
Bayern LB May 2007 - January 2011
Bank of America January 1997 - May 2007
PNC Bank June 1987 - January 1997
Skills
Leadership, Commercial Banking, Leveraged Finance, Corporate Finance, Capital Markets, Loan Origination, Strategic Financial..., Credit Risk, Asset Based Lending, Mergers & Acquisitions, Financial Structuring, Middle Market
Education
Lycoming College 1983 — 1987
BA, Business / Finance
York Suburban 1979 — 1983
Franklin Hernandez Franklin Hernandez's Citi Experience June 2013 - May 2015
Job Investment Risk Analyst at PNC
Industry Financial Services
Experience
PNC May 2015 - Present
Citi June 2013 - May 2015
Guggenheim Partners February 2012 - June 2013
Social Security Administration 2009 - 2011
DC Government 2008 - 2009
Pat Hiban Real Estate Group 2006 - 2008
Coldwell Banker Residential Brokerage 2005 - 2006
Skills
Investments, Mutual Funds, Financial Analysis, Financial Services, Portfolio Management, Analysis, Fixed Income, Financial Modeling, Equity Research, Banking, Equities, Finance, Bloomberg Terminal, VBA, ETFs, Credit Risk, Counterparty Risk, Stress Testing, Money Market Funds
Education
Loyola University Maryland 2011 — 2013
Master of Business Administration (MBA), Finance
University of Maryland Baltimore County 2008 — 2009
Bachelor of Arts (BA), Economics
United States Naval Academy 2003 — 2005
Mechanical Engineering
PNC May 2015 - Present
Citi June 2013 - May 2015
Guggenheim Partners February 2012 - June 2013
Social Security Administration 2009 - 2011
DC Government 2008 - 2009
Pat Hiban Real Estate Group 2006 - 2008
Coldwell Banker Residential Brokerage 2005 - 2006
Skills
Investments, Mutual Funds, Financial Analysis, Financial Services, Portfolio Management, Analysis, Fixed Income, Financial Modeling, Equity Research, Banking, Equities, Finance, Bloomberg Terminal, VBA, ETFs, Credit Risk, Counterparty Risk, Stress Testing, Money Market Funds
Education
Loyola University Maryland 2011 — 2013
Master of Business Administration (MBA), Finance
University of Maryland Baltimore County 2008 — 2009
Bachelor of Arts (BA), Economics
United States Naval Academy 2003 — 2005
Mechanical Engineering
Jeff Lombardi Jeff Lombardi's Citi Experience April 2002 - May 2010
Job Investment Management
Industry Investment Management
Experience
Itau USA Asset Management December 2014 - Present
Martin Currie June 2010 - January 2012
Citi April 2002 - May 2010
NextGen Capital February 2001 - April 2002
Deutsche Bank September 1998 - February 2001
Lehman Brothers June 1986 - September 1989
Skills
Asset Management, Portfolio Management, Wealth Management, Client Services, Product Management, Model Portfolios, Global Business..., Global Strategy, Sales Management, Private Banking, Institutional Clients, Channel Marketing, Global Branding, Product Strategy, Sales Process, Key Account Development, Multi-location..., Fund Of Funds, Alternative Investments, Investment Advisory, Fiduciary Liability, Asset Managment, Equities, Institutional..., Hedge Funds, Financial Services, Investments, Asset Allocation, Investment Management, Capital Markets, Private Equity, ETFs, Multi-channel Marketing, Bonds, Banking, Wealth Management..., Fiduciary, Mutual Funds, Strategy, Fixed Income, Investment Strategies, Securities, Equity Research, Financial Markets, Bloomberg, Derivatives, Series 7, Investor Relations, Structured Products, FX Options
Education
Loyola College in Maryland
BS, Marketing
Assumption University in Thailand
Northeastern University
Itau USA Asset Management December 2014 - Present
Martin Currie June 2010 - January 2012
Citi April 2002 - May 2010
NextGen Capital February 2001 - April 2002
Deutsche Bank September 1998 - February 2001
Lehman Brothers June 1986 - September 1989
Skills
Asset Management, Portfolio Management, Wealth Management, Client Services, Product Management, Model Portfolios, Global Business..., Global Strategy, Sales Management, Private Banking, Institutional Clients, Channel Marketing, Global Branding, Product Strategy, Sales Process, Key Account Development, Multi-location..., Fund Of Funds, Alternative Investments, Investment Advisory, Fiduciary Liability, Asset Managment, Equities, Institutional..., Hedge Funds, Financial Services, Investments, Asset Allocation, Investment Management, Capital Markets, Private Equity, ETFs, Multi-channel Marketing, Bonds, Banking, Wealth Management..., Fiduciary, Mutual Funds, Strategy, Fixed Income, Investment Strategies, Securities, Equity Research, Financial Markets, Bloomberg, Derivatives, Series 7, Investor Relations, Structured Products, FX Options
Education
Loyola College in Maryland
BS, Marketing
Assumption University in Thailand
Northeastern University
Michael Gollnitz Michael Gollnitz's Citi Experience July 2012 - July 2013
Job Banking Officer at M&T Bank
Industry Financial Services
Experience
M&T Bank July 2013 - Present
Citi July 2012 - July 2013
Skills
Economics, Business Strategy, Business Intelligence, Microsoft Office, Investment Strategies, Customer Satisfaction, Financial Analysis, Financial Planning, Series 7, Asset Managment, Investment Management
Education
Lynn University 2010 — 2012
MBA, Financial Valuation and Investment Management, 3.97/4.0 Final GPA
State University of New York College at Fredonia 2005 — 2009
Bachelor's of Arts, Economics
M&T Bank July 2013 - Present
Citi July 2012 - July 2013
Skills
Economics, Business Strategy, Business Intelligence, Microsoft Office, Investment Strategies, Customer Satisfaction, Financial Analysis, Financial Planning, Series 7, Asset Managment, Investment Management
Education
Lynn University 2010 — 2012
MBA, Financial Valuation and Investment Management, 3.97/4.0 Final GPA
State University of New York College at Fredonia 2005 — 2009
Bachelor's of Arts, Economics
Jesus E. Solorio, Jr Jesus E. Solorio, Jr's Citi Experience August 2008 - September 2009
Job Outreach Coordinator
Industry Government Administration
Experience
State of Illinois January 2015 - Present
Office of the Governor-elect Bruce Rauner November 2014 - January 2015
STARS Project Academy June 2014 - December 2014
Citizens for Bruce Rauner April 2014 - November 2014
Primerica February 2006 - March 2014
Citi August 2008 - September 2009
UPS June 2005 - November 2007
Skills
Investments, Recruiting, Life Insurance, Debt Management, Series 63, Series 65, Series 6, Series 26, Variable Annuities, Managed Accounts, Public Speaking, Fixed Indexed Annuities, Seminars, Leadership, Leadership Development, Team Building, Coaching, Entrepreneurship, Marketing, IRAs, Financial Services, Roth IRA, Retirement, 401k Rollovers, Retirement Planning, College Savings Plans, Fixed Annuities, 401k, Mutual Funds, Wealth Accumulation, Retirement Savings, Finance, Investment Strategies, Financial Advisory, Wealth, Asset Allocation, Fundraising, Nonprofits, Community Outreach, Public Relations, Social Media, Research, Volunteer Management, Strategic Planning
Education
MacCormac College 2013 — 2014
Associate of Science (A.S.), Business Administration and Management, General
MacCormac College 2013 — 2014
Associate's degree, Entrepreneurship/Entrepreneurial Studies
State of Illinois January 2015 - Present
Office of the Governor-elect Bruce Rauner November 2014 - January 2015
STARS Project Academy June 2014 - December 2014
Citizens for Bruce Rauner April 2014 - November 2014
Primerica February 2006 - March 2014
Citi August 2008 - September 2009
UPS June 2005 - November 2007
Skills
Investments, Recruiting, Life Insurance, Debt Management, Series 63, Series 65, Series 6, Series 26, Variable Annuities, Managed Accounts, Public Speaking, Fixed Indexed Annuities, Seminars, Leadership, Leadership Development, Team Building, Coaching, Entrepreneurship, Marketing, IRAs, Financial Services, Roth IRA, Retirement, 401k Rollovers, Retirement Planning, College Savings Plans, Fixed Annuities, 401k, Mutual Funds, Wealth Accumulation, Retirement Savings, Finance, Investment Strategies, Financial Advisory, Wealth, Asset Allocation, Fundraising, Nonprofits, Community Outreach, Public Relations, Social Media, Research, Volunteer Management, Strategic Planning
Education
MacCormac College 2013 — 2014
Associate of Science (A.S.), Business Administration and Management, General
MacCormac College 2013 — 2014
Associate's degree, Entrepreneurship/Entrepreneurial Studies
Amber Blake's Citi Experience March 2001 - March 2006
Job Business Opportunity Specialist at U.S. Small Business Administration
Industry Government Administration
Experience
U.S. Department of Veterans Affairs January 2015 - Present
U.S. Small Business Administration March 2013 - January 2015
United States Department of Defense October 2009 - March 2013
Sirius XM Radio August 2007 - October 2009
CareFirst BlueCross BlueShield March 2006 - August 2007
Citi March 2001 - March 2006
U.S. Department of Labor June 2000 - February 2001
Skills
Program Management, Direct Marketing, Project Management, Integrated Marketing, Email Marketing, Analytics, Segmentation, Digital Marketing, Database Marketing, Marketing Communications, Marketing Strategy, Marketing, Direct Mail, Product Marketing, Management, Marketing Management, B2B, Lead Generation, Market Analysis, Marketing Research, Leadership, Analysis
Education
Loyola College in Maryland 2002 — 2005
MBA, Marketing
University of Maryland College Park 1996 — 2000
B.S., Marketing
U.S. Department of Veterans Affairs January 2015 - Present
U.S. Small Business Administration March 2013 - January 2015
United States Department of Defense October 2009 - March 2013
Sirius XM Radio August 2007 - October 2009
CareFirst BlueCross BlueShield March 2006 - August 2007
Citi March 2001 - March 2006
U.S. Department of Labor June 2000 - February 2001
Skills
Program Management, Direct Marketing, Project Management, Integrated Marketing, Email Marketing, Analytics, Segmentation, Digital Marketing, Database Marketing, Marketing Communications, Marketing Strategy, Marketing, Direct Mail, Product Marketing, Management, Marketing Management, B2B, Lead Generation, Market Analysis, Marketing Research, Leadership, Analysis
Education
Loyola College in Maryland 2002 — 2005
MBA, Marketing
University of Maryland College Park 1996 — 2000
B.S., Marketing
Justin MacPherson Justin MacPherson's Citi Experience June 2008 - August 2008
Job Research Manager at Nielsen
Industry Marketing and Advertising
Experience
Nielsen Company April 2014 - Present
Ipsos ASI July 2013 - December 2013
NCC Media July 2010 - July 2013
The Continuo Arts Foundation June 2009 - August 2009
Citi June 2008 - August 2008
Skills
Market Research, Qualitative Research, Digital Media, Quantitative Research, Analytics, Media Planning, Data Analysis, Research, Customer Insight, Competitive Analysis, Online Advertising, Social Media, Nielsen, Advertising, Advertising Research
Education
Loyola College in Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Financial Mathematics
University of Auckland 2009 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nielsen Company April 2014 - Present
Ipsos ASI July 2013 - December 2013
NCC Media July 2010 - July 2013
The Continuo Arts Foundation June 2009 - August 2009
Citi June 2008 - August 2008
Skills
Market Research, Qualitative Research, Digital Media, Quantitative Research, Analytics, Media Planning, Data Analysis, Research, Customer Insight, Competitive Analysis, Online Advertising, Social Media, Nielsen, Advertising, Advertising Research
Education
Loyola College in Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Financial Mathematics
University of Auckland 2009 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Therese Lyden (Keane) Therese Lyden (Keane)'s Citi Experience September 2013 - Present
Job VP, Development Programs Program Manager
Industry Financial Services
Experience
Citi September 2013 - Present
Citi October 2010 - September 2013
Citi August 2008 - September 2010
Citi July 2006 - July 2008
Skills
Personnel Management, Management, Human Resources, Career Development, Employee Relations, Corporate Communications
Education
Loyola University Maryland 2002 — 2006
Business, Business
SHA
Citi September 2013 - Present
Citi October 2010 - September 2013
Citi August 2008 - September 2010
Citi July 2006 - July 2008
Skills
Personnel Management, Management, Human Resources, Career Development, Employee Relations, Corporate Communications
Education
Loyola University Maryland 2002 — 2006
Business, Business
SHA
Ed Harding Ed Harding's Citi Experience June 2006 - July 2008
Job Managing Director at Team13System, LLC
Industry Investment Banking
Experience
Georgetown University School of Continuing Studies December 2014 - Present
Loyola College in Maryland September 2000 - Present
Team13System, LLC July 2013 - Present
Johns Hopkins University Carey Business School June 2014 - Present
JPB Partners December 2011 - June 2013
Colonial Electric Company, Inc. September 2008 - November 2011
Citi June 2006 - July 2008
Constellation Energy July 1999 - June 2006
Alex. Brown and Sons, Inc. November 1993 - July 1999
Skills
Mergers, Financial Statement..., Finance, Valuation, Risk Management, Accounting, Mergers & Acquisitions, Analysis, Strategic Financial..., Forecasting, Strategy, Business Development, Business Planning, Leadership, Business Strategy, Strategic Planning, Financial Planning, Financial Analysis
Education
Loyola University Maryland 1995 — 2000
Master of Science, Finance
Virginia Polytechnic Institute and State University 1988 — 1992
Bachelor of Science, Accounting
Georgetown University School of Continuing Studies December 2014 - Present
Loyola College in Maryland September 2000 - Present
Team13System, LLC July 2013 - Present
Johns Hopkins University Carey Business School June 2014 - Present
JPB Partners December 2011 - June 2013
Colonial Electric Company, Inc. September 2008 - November 2011
Citi June 2006 - July 2008
Constellation Energy July 1999 - June 2006
Alex. Brown and Sons, Inc. November 1993 - July 1999
Skills
Mergers, Financial Statement..., Finance, Valuation, Risk Management, Accounting, Mergers & Acquisitions, Analysis, Strategic Financial..., Forecasting, Strategy, Business Development, Business Planning, Leadership, Business Strategy, Strategic Planning, Financial Planning, Financial Analysis
Education
Loyola University Maryland 1995 — 2000
Master of Science, Finance
Virginia Polytechnic Institute and State University 1988 — 1992
Bachelor of Science, Accounting
Bryan Friedman's Citi Experience December 2014 - Present
Job Analyst at Citi
Industry Financial Services
Experience
Citi December 2014 - Present
Capital One July 2014 - November 2014
Capital One July 2013 - July 2014
Capital One June 2012 - August 2012
ML Management May 2011 - August 2011
Skills
CCAR, SQL, Microsoft Excel, Data Analysis, PowerPoint, Problem Solving
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science in Business Administration, Finance/Investments
Maastricht University
Finance
Citi December 2014 - Present
Capital One July 2014 - November 2014
Capital One July 2013 - July 2014
Capital One June 2012 - August 2012
ML Management May 2011 - August 2011
Skills
CCAR, SQL, Microsoft Excel, Data Analysis, PowerPoint, Problem Solving
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science in Business Administration, Finance/Investments
Maastricht University
Finance
TJ Dolan's Citi Experience January 2012 - December 2012
Job Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting July 2013 - Present
Citi January 2012 - December 2012
Loyola University Maryland October 2010 - May 2012
Skills
Databases, Leadership, Microsoft Office, Project Management, Team Building, Data Analysis, SQL, Management, PowerPoint, Visio, Highly Dedicated, Creativity, Risk Management, SharePoint, Full SDLC, Requirements Analysis, Requirements Gathering, Agile Methodologies, Agile & Waterfall..., Visual Studio, HTML 5, CSS3, JavaScript, Database Management, Data Mining, Business Intelligence, SAS, Windows, Mac OS X, Word, Excel, Access, Outlook, Thomson Reuters Eikon, Business Requirements, HTML, Aptana, Datatel
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration (BBA), Information Systems
University College Cork 2011 — 2011
Bishop Eustace Preparatory School 2005 — 2009
Deloitte Consulting July 2013 - Present
Citi January 2012 - December 2012
Loyola University Maryland October 2010 - May 2012
Skills
Databases, Leadership, Microsoft Office, Project Management, Team Building, Data Analysis, SQL, Management, PowerPoint, Visio, Highly Dedicated, Creativity, Risk Management, SharePoint, Full SDLC, Requirements Analysis, Requirements Gathering, Agile Methodologies, Agile & Waterfall..., Visual Studio, HTML 5, CSS3, JavaScript, Database Management, Data Mining, Business Intelligence, SAS, Windows, Mac OS X, Word, Excel, Access, Outlook, Thomson Reuters Eikon, Business Requirements, HTML, Aptana, Datatel
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration (BBA), Information Systems
University College Cork 2011 — 2011
Bishop Eustace Preparatory School 2005 — 2009
Michael Schnurr Michael Schnurr's Citi Experience May 2015 - August 2015
Job Security Operations Analyst at Citi
Industry Financial Services
Experience
Loyola University Maryland February 2014 - Present
Citi May 2015 - August 2015
Financial Concepts Unlimited, Inc. January 2015 - April 2015
Quantitative Management Associates LLC June 2014 - July 2014
Wawa, Inc. September 2011 - August 2012
National Paint Industries June 2007 - August 2012
Platinum Party Services November 2009 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Public Speaking, Teamwork, English, Windows, HTML, Event Planning, C++, Outlook, Data Entry, Inventory Management, Time Management, Team Leadership
Education
Loyola College in Maryland 2012 — 2016
Christian Brothers Academy 2008 — 2012
Loyola University Maryland February 2014 - Present
Citi May 2015 - August 2015
Financial Concepts Unlimited, Inc. January 2015 - April 2015
Quantitative Management Associates LLC June 2014 - July 2014
Wawa, Inc. September 2011 - August 2012
National Paint Industries June 2007 - August 2012
Platinum Party Services November 2009 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Public Speaking, Teamwork, English, Windows, HTML, Event Planning, C++, Outlook, Data Entry, Inventory Management, Time Management, Team Leadership
Education
Loyola College in Maryland 2012 — 2016
Christian Brothers Academy 2008 — 2012
Bernhard Sakmann's Citi Experience January 2013 - May 2014
Job Managing Director at Evercore
Industry Financial Services
Experience
Evercore June 2014 - Present
Citi January 2013 - May 2014
Citi January 2010 - December 2012
Citi October 2008 - January 2010
Lehman Brothers May 2007 - September 2008
Oliver Wyman September 2002 - May 2007
Oxford University Hospitals August 2001 - August 2002
Skills
Mergers & Acquisitions, Investment Banking, Medical Devices, Banking, Healthcare, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Strategy, Capital Markets
Education
University of Oxford 1996 — 2001
BM.BCh., Medicine
Ludwig-Maximilians Universität München
Dr. med., Medicine
University of Cambridge 1993 — 1996
BA (Hons.), MA (Cantab.), Natural Sciences (Biochemistry)
Evercore June 2014 - Present
Citi January 2013 - May 2014
Citi January 2010 - December 2012
Citi October 2008 - January 2010
Lehman Brothers May 2007 - September 2008
Oliver Wyman September 2002 - May 2007
Oxford University Hospitals August 2001 - August 2002
Skills
Mergers & Acquisitions, Investment Banking, Medical Devices, Banking, Healthcare, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Strategy, Capital Markets
Education
University of Oxford 1996 — 2001
BM.BCh., Medicine
Ludwig-Maximilians Universität München
Dr. med., Medicine
University of Cambridge 1993 — 1996
BA (Hons.), MA (Cantab.), Natural Sciences (Biochemistry)
Becky Pearson's Citi Experience January 2009 - April 2009
Job
Industry Computer Software
Experience
Starkey Labs April 2010 - Present
Merrill Corporation October 2009 - April 2010
Citi January 2009 - April 2009
M. A. Mortenson Company February 2006 - January 2009
Dynamic Information Systems June 2001 - February 2006
BORN June 1999 - April 2001
McQuay International September 1997 - May 1999
Marquette Bank, N.A. January 1996 - January 1997
City County Federal Credit Union January 1993 - January 1996
Skills
Oracle Applications, Accounts Payable, Oracle, Business Process, Oracle E-Business Suite, Business Analysis, Requirements Analysis, Integration, Management, Access, General Ledger, Analysis, Databases, Project Management, Business Process..., ERP, Business Intelligence, Process Improvement, Accounting, Accounts Receivable, SDLC, Troubleshooting, Oracle HR, Oracle Discoverer, Budgets, Financial Reporting, Cross-functional Team..., Software Project...
Education
Luther College 1985 — 1989
BA
Hastings High School 1983 — 1985
Starkey Labs April 2010 - Present
Merrill Corporation October 2009 - April 2010
Citi January 2009 - April 2009
M. A. Mortenson Company February 2006 - January 2009
Dynamic Information Systems June 2001 - February 2006
BORN June 1999 - April 2001
McQuay International September 1997 - May 1999
Marquette Bank, N.A. January 1996 - January 1997
City County Federal Credit Union January 1993 - January 1996
Skills
Oracle Applications, Accounts Payable, Oracle, Business Process, Oracle E-Business Suite, Business Analysis, Requirements Analysis, Integration, Management, Access, General Ledger, Analysis, Databases, Project Management, Business Process..., ERP, Business Intelligence, Process Improvement, Accounting, Accounts Receivable, SDLC, Troubleshooting, Oracle HR, Oracle Discoverer, Budgets, Financial Reporting, Cross-functional Team..., Software Project...
Education
Luther College 1985 — 1989
BA
Hastings High School 1983 — 1985
Kristen Herbst's Citi Experience July 2015 - Present
Job Instructional Designer at Citi
Industry Banking
Experience
Citi July 2015 - Present
DocuTAP October 2013 - February 2015
DocuTAP March 2013 - October 2013
Esurance August 2011 - March 2013
LodgeNet Interactive Corporation March 2009 - August 2011
Self Employed August 2008 - February 2009
UnitedHealth Group May 2000 - July 2008
St. James Lutheran Church September 1999 - May 2008
Thomson West August 1998 - May 2000
Falcon Ridge Middle School August 1997 - August 1998
Skills
Teaching, Process Improvement, Technical Writing, E-Learning, Instructional Design, ADDIE, Captivate, Training, Employee Training, Manuals, Lectora, Microsoft Office, Learning Management..., Photoshop, Adobe Fireworks, Discussion Facilitation, Needs Analysis, Vocal Coaching, Choral Conducting, Piano Education, Management, Team Building, Project Management, Leadership, Customer Service
Education
Luther College 1990 — 1994
BA, Vocal Music Performance/Education
Citi July 2015 - Present
DocuTAP October 2013 - February 2015
DocuTAP March 2013 - October 2013
Esurance August 2011 - March 2013
LodgeNet Interactive Corporation March 2009 - August 2011
Self Employed August 2008 - February 2009
UnitedHealth Group May 2000 - July 2008
St. James Lutheran Church September 1999 - May 2008
Thomson West August 1998 - May 2000
Falcon Ridge Middle School August 1997 - August 1998
Skills
Teaching, Process Improvement, Technical Writing, E-Learning, Instructional Design, ADDIE, Captivate, Training, Employee Training, Manuals, Lectora, Microsoft Office, Learning Management..., Photoshop, Adobe Fireworks, Discussion Facilitation, Needs Analysis, Vocal Coaching, Choral Conducting, Piano Education, Management, Team Building, Project Management, Leadership, Customer Service
Education
Luther College 1990 — 1994
BA, Vocal Music Performance/Education
Michael Wong, CPA's Citi Experience September 2014 - January 2015
Job Principal Financial Analyst at Florida Power & Light
Industry Utilities
Experience
Florida Power & Light January 2015 - Present
Citi September 2014 - January 2015
Baltimore Gas & Electric January 2011 - September 2014
Wells Fargo February 2007 - January 2011
Skills
Analysis, Finance, Auditing, Process Improvement, Risk Management, Forecasting, Financial Modeling, Business Process..., Financial Accounting, Mergers & Acquisitions, Structured Finance, Internal Controls, Program Management, Internal Audit, Data Analysis, Budgets, Derivatives, Accounting, Hyperion, UI Planner, Financial Reporting, Financial Analysis, GAAP, Capital Markets, Cash Flow, Scenario Analysis, Financial Forecasting, Utility Ratemaking, Cost of Capital Analysis, Securitization
Education
Loyola University Maryland
MBA, Finance
University of Maryland College Park
BS, Finance and Accounting
Florida Power & Light January 2015 - Present
Citi September 2014 - January 2015
Baltimore Gas & Electric January 2011 - September 2014
Wells Fargo February 2007 - January 2011
Skills
Analysis, Finance, Auditing, Process Improvement, Risk Management, Forecasting, Financial Modeling, Business Process..., Financial Accounting, Mergers & Acquisitions, Structured Finance, Internal Controls, Program Management, Internal Audit, Data Analysis, Budgets, Derivatives, Accounting, Hyperion, UI Planner, Financial Reporting, Financial Analysis, GAAP, Capital Markets, Cash Flow, Scenario Analysis, Financial Forecasting, Utility Ratemaking, Cost of Capital Analysis, Securitization
Education
Loyola University Maryland
MBA, Finance
University of Maryland College Park
BS, Finance and Accounting
Liz Oliveri's Citi Experience June 2010 - Present
Job Director, Global Head of Marketing for Prime Finance at Citi
Industry Marketing and Advertising
Experience
Citi June 2010 - Present
Citi 2010 - 2011
Publicis September 2009 - May 2010
mcgarrybowen May 2008 - March 2009
Ogilvy & Mather 2003 - 2008
Arnold Worldwide 2000 - 2003
Education
Loyola College in Maryland 1993 — 1997
Bachelor of Science (BS)
walter panas high school
Citi June 2010 - Present
Citi 2010 - 2011
Publicis September 2009 - May 2010
mcgarrybowen May 2008 - March 2009
Ogilvy & Mather 2003 - 2008
Arnold Worldwide 2000 - 2003
Education
Loyola College in Maryland 1993 — 1997
Bachelor of Science (BS)
walter panas high school
Jose R. Rosales's Citi Experience January 2010 - October 2012
Job Senior Financial Analyst at Capital One
Industry Financial Services
Experience
Capital One September 2014 - Present
Comerica Bank October 2012 - September 2014
Citi January 2010 - October 2012
Citi November 2005 - January 2010
Stewart Enterprises June 2002 - November 2005
New York Life March 2002 - June 2002
Skills
Accruals, NPV, Microsoft Excel, Valuation, Financial Reporting, Financial Modeling, Financial Accounting, Variance Analysis, Escrow, Business Objects, PeopleSoft, Monarch Pro, Analysis, Banking, Corporate Finance, Credit, Finance, Financial Analysis, Forecasting, Management, Mergers, Portfolio Management, Risk Management
Education
Southern Methodist University 2006 — 2008
MBA, Finance
Loyola University New Orleans 1997 — 2001
Bachelors in Business Administration, Finance
Capital One September 2014 - Present
Comerica Bank October 2012 - September 2014
Citi January 2010 - October 2012
Citi November 2005 - January 2010
Stewart Enterprises June 2002 - November 2005
New York Life March 2002 - June 2002
Skills
Accruals, NPV, Microsoft Excel, Valuation, Financial Reporting, Financial Modeling, Financial Accounting, Variance Analysis, Escrow, Business Objects, PeopleSoft, Monarch Pro, Analysis, Banking, Corporate Finance, Credit, Finance, Financial Analysis, Forecasting, Management, Mergers, Portfolio Management, Risk Management
Education
Southern Methodist University 2006 — 2008
MBA, Finance
Loyola University New Orleans 1997 — 2001
Bachelors in Business Administration, Finance
Akeem Egbebi's Citi Experience 2007 - 2008
Job Information Technology Consultant and Contractor
Industry Information Technology and Services
Experience
Tata Consultancy Services 2014 - 2014
UnitedHealth Group 2010 - 2012
MedAssurant 2009 - 2010
Citi 2007 - 2008
Scotiabank 2007 - 2007
RBC 2002 - 2007
Skills
IT Strategy, IT Business Management, IT Project & Program..., Business Analysis, Software System Analysis, Information System..., SDLC, Agile Methodologies, Business Process..., Business Process..., IBM BPM, UML Tools, IBM Rational Tools, Microsoft Project, Planview, SAP BI, SAP BW, SQL, Financial Planning, Investment Strategies, Asset Allocation, Mutual Funds
Education
Loyola University Maryland 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Towson University 2009 — 2012
Master of Science (M.S.), Applied Information Technology
University of Ilorin 1992 — 1997
Barchelor of Science (B.Sc.) Honors, Computer Science
Tata Consultancy Services 2014 - 2014
UnitedHealth Group 2010 - 2012
MedAssurant 2009 - 2010
Citi 2007 - 2008
Scotiabank 2007 - 2007
RBC 2002 - 2007
Skills
IT Strategy, IT Business Management, IT Project & Program..., Business Analysis, Software System Analysis, Information System..., SDLC, Agile Methodologies, Business Process..., Business Process..., IBM BPM, UML Tools, IBM Rational Tools, Microsoft Project, Planview, SAP BI, SAP BW, SQL, Financial Planning, Investment Strategies, Asset Allocation, Mutual Funds
Education
Loyola University Maryland 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Towson University 2009 — 2012
Master of Science (M.S.), Applied Information Technology
University of Ilorin 1992 — 1997
Barchelor of Science (B.Sc.) Honors, Computer Science
Ted Chase's Citi Experience 1998 - 2015
Job Treasury and Trade Services
Industry Banking
Experience
Citi 1998 - 2015
Merrill Lynch 1986 - 1988
Education
Lynchburg College 1983 — 1990
BA, Economics
Citi 1998 - 2015
Merrill Lynch 1986 - 1988
Education
Lynchburg College 1983 — 1990
BA, Economics
Kim Scarborough's Citi Experience June 2007 - December 2008
Job Cosmetic Chemist/Marketing Executive
Industry Marketing and Advertising
Experience
Citi June 2007 - December 2008
Colomer USA January 2006 - March 2007
Arcade Marketing June 2004 - August 2005
Color Me Beautiful July 2001 - May 2004
The Procter and Gamble Company June 1995 - August 2000
Education
Loyola University Maryland 1997 — 2002
MBA, Marketing/Management
Morgan State University 1990 — 1995
B.S., Chemistry
Atholton High School 1986 — 1990
Citi June 2007 - December 2008
Colomer USA January 2006 - March 2007
Arcade Marketing June 2004 - August 2005
Color Me Beautiful July 2001 - May 2004
The Procter and Gamble Company June 1995 - August 2000
Education
Loyola University Maryland 1997 — 2002
MBA, Marketing/Management
Morgan State University 1990 — 1995
B.S., Chemistry
Atholton High School 1986 — 1990
Kevin Donnellan's Citi Experience 1992 - 1994
Job Internet Fraud Manager at American Express
Industry Financial Services
Experience
American Express October 2006 - Present
American Express August 2004 - October 2006
American Express May 2002 - July 2004
Citi 1992 - 1994
Skills
Financial Analysis, Risk Management, Strategic Planning, Forecasting, Compliance, Analytics, Mergers & Acquisitions, Financial Services, Process Improvement, Credit Cards, Portfolio Management, Leadership, Business Analysis, Financial Modeling, Banking, Financial Reporting, Operations Management, Strategy
Education
Loyola College in Maryland 1994 — 1996
Master of Business Administration (M.B.A.), Accounting
Towson University
Bachelor's degree, Finance, General
American Express October 2006 - Present
American Express August 2004 - October 2006
American Express May 2002 - July 2004
Citi 1992 - 1994
Skills
Financial Analysis, Risk Management, Strategic Planning, Forecasting, Compliance, Analytics, Mergers & Acquisitions, Financial Services, Process Improvement, Credit Cards, Portfolio Management, Leadership, Business Analysis, Financial Modeling, Banking, Financial Reporting, Operations Management, Strategy
Education
Loyola College in Maryland 1994 — 1996
Master of Business Administration (M.B.A.), Accounting
Towson University
Bachelor's degree, Finance, General
Lisa Knoedler's Citi Experience June 2013 - Present
Job Vice President / Project Manager at Citi
Industry Financial Services
Experience
Citi June 2013 - Present
Citi November 2012 - June 2013
Networking Solutions of Tampa Bay, FL August 2012 - November 2012
MetLife 2007 - 2012
MetLife 2006 - 2007
MetLife 2003 - 2007
Franklin Templeton Investments 1999 - 2003
Franklin Templeton Investments 1997 - 1999
Skills
IT Project Leadership, Process Improvement, Program Design, Business Analysis, Policy Development &..., Strategic..., Budgeting & Finance, Learning & Development, Employee Relations, Customer and Personal..., Client Services, Personnel & Human..., Judgment & Decision..., Critical Thinking, Active Listening, Time Management, Deductive Reasoning, Inductive Reasoning, Near Vision, Problem Sensitivity, Oral & Written..., Team Building, Team Leadership, Administration &..., Coordination, Social Perceptiveness, Monitoring, Fluency of Ideas, Strategic Planning, Coaching, Mentoring, Management, Project Management, Program Management, SharePoint, Business Process..., Leadership Development, Project Planning, Human Resources, Software Documentation, SDLC, Organizational..., Strategy, Training, Customer Satisfaction, Analysis, Team Management, Performance Management, Management Consulting, Public Speaking
Education
Loyola College in Maryland
Bachelor of Arts (BA), Political Science and Government
University of Phoenix
Master of Business Administration (MBA), Global Management
Villanova University
Certification, Project Management
Citi June 2013 - Present
Citi November 2012 - June 2013
Networking Solutions of Tampa Bay, FL August 2012 - November 2012
MetLife 2007 - 2012
MetLife 2006 - 2007
MetLife 2003 - 2007
Franklin Templeton Investments 1999 - 2003
Franklin Templeton Investments 1997 - 1999
Skills
IT Project Leadership, Process Improvement, Program Design, Business Analysis, Policy Development &..., Strategic..., Budgeting & Finance, Learning & Development, Employee Relations, Customer and Personal..., Client Services, Personnel & Human..., Judgment & Decision..., Critical Thinking, Active Listening, Time Management, Deductive Reasoning, Inductive Reasoning, Near Vision, Problem Sensitivity, Oral & Written..., Team Building, Team Leadership, Administration &..., Coordination, Social Perceptiveness, Monitoring, Fluency of Ideas, Strategic Planning, Coaching, Mentoring, Management, Project Management, Program Management, SharePoint, Business Process..., Leadership Development, Project Planning, Human Resources, Software Documentation, SDLC, Organizational..., Strategy, Training, Customer Satisfaction, Analysis, Team Management, Performance Management, Management Consulting, Public Speaking
Education
Loyola College in Maryland
Bachelor of Arts (BA), Political Science and Government
University of Phoenix
Master of Business Administration (MBA), Global Management
Villanova University
Certification, Project Management
Beth Geoghegan's Citi Experience August 1998 - May 1999
Job Executive Director, Leadership & Talent Development at UBS
Industry Financial Services
Experience
UBS May 2012 - Present
UBS June 2010 - June 2012
UBS June 2007 - 2012
UBS Investment Bank June 2006 - June 2007
UBS Investment Bank May 2002 - May 2006
UBS Investment Bank May 1999 - May 2002
Citi August 1998 - May 1999
Skills
Leadership Development, Talent Management, Workshop Facilitation, Executive Coaching, Coaching, Program Management, Training, Recruiting, Organizational...
Education
Loyola University Maryland 1994 — 1998
Bachelor of Business Administration (BBA)
UBS May 2012 - Present
UBS June 2010 - June 2012
UBS June 2007 - 2012
UBS Investment Bank June 2006 - June 2007
UBS Investment Bank May 2002 - May 2006
UBS Investment Bank May 1999 - May 2002
Citi August 1998 - May 1999
Skills
Leadership Development, Talent Management, Workshop Facilitation, Executive Coaching, Coaching, Program Management, Training, Recruiting, Organizational...
Education
Loyola University Maryland 1994 — 1998
Bachelor of Business Administration (BBA)
Donna Peralta, PhD's Citi Experience November 2008 - August 2010
Job Research Chemist at USDA
Industry Nanotechnology
Experience
USDA October 2014 - Present
University of New Orleans June 2014 - Present
Citi November 2008 - August 2010
Alternative Investment Management December 2007 - November 2008
Skills
Analytical Chemistry, Nanotechnology, Cancer Research, Due Diligence, Microsoft Excel, Microsoft Office, Outlook, Quantitative Research, Statistics, Microsoft Word, PowerPoint, Event Planning, Public Speaking, Research, Data Analysis, Nanoparticles
Education
University of New Orleans 2011 — 2014
Doctor of Philosophy (Ph.D.), Analytical Chemistry
University of Phoenix 2006 — 2008
MBA, Business Administration
University of New Orleans 2004 — 2005
Graduate Student, Analytical Chemistry - Ph.D. Level
Loyola University New Orleans 1998 — 2002
B.S., Chemistry
St. Bernard High 1994 — 1998
High School
USDA October 2014 - Present
University of New Orleans June 2014 - Present
Citi November 2008 - August 2010
Alternative Investment Management December 2007 - November 2008
Skills
Analytical Chemistry, Nanotechnology, Cancer Research, Due Diligence, Microsoft Excel, Microsoft Office, Outlook, Quantitative Research, Statistics, Microsoft Word, PowerPoint, Event Planning, Public Speaking, Research, Data Analysis, Nanoparticles
Education
University of New Orleans 2011 — 2014
Doctor of Philosophy (Ph.D.), Analytical Chemistry
University of Phoenix 2006 — 2008
MBA, Business Administration
University of New Orleans 2004 — 2005
Graduate Student, Analytical Chemistry - Ph.D. Level
Loyola University New Orleans 1998 — 2002
B.S., Chemistry
St. Bernard High 1994 — 1998
High School
April D. Tibbs's Citi Experience June 2005 - June 2007
Job Investment Operations Analyst, T Rowe Price Associates
Industry Investment Management
Experience
T Rowe Price June 2007 - Present
Citi June 2005 - June 2007
Citi January 2004 - June 2005
Education
Loyola University Maryland 2008 — 2011
MBA
Morgan State University 1998 — 2002
B.S., Marketing
T Rowe Price June 2007 - Present
Citi June 2005 - June 2007
Citi January 2004 - June 2005
Education
Loyola University Maryland 2008 — 2011
MBA
Morgan State University 1998 — 2002
B.S., Marketing
Kenneth Fiola's Citi Experience November 2003 - Present
Job Vice President, Infrastructure Sr. Manager at Citi
Industry Computer Networking
Experience
Citi November 2003 - Present
Skills
Data Center, Vendor Management, Disaster Recovery, Integration, IT Management, Market Data, Cisco Technologies, ITIL, Networking, VPN, Routers, Troubleshooting, Enterprise Architecture, Information Technology, Information Security, Process Improvement, Switches, Infrastructure, Project Management, Business Process..., Fixed Income, Hardware, Operations Management, SIP, Testing, IT Strategy, Business Analysis, Business Continuity, Risk Management, Network Security, Telecommunications, SDLC, IT Service Management, Security, Program Management, Management, Service Delivery, Leadership, Firewalls, Consulting, Pre-sales, Visio, Servers
Education
Loyola University Maryland 1989 — 1993
Bachelor of Business Administration (BBA), Management Information Systems, General
Chaminade High School 1985 — 1989
Regents Diploma
Citi November 2003 - Present
Skills
Data Center, Vendor Management, Disaster Recovery, Integration, IT Management, Market Data, Cisco Technologies, ITIL, Networking, VPN, Routers, Troubleshooting, Enterprise Architecture, Information Technology, Information Security, Process Improvement, Switches, Infrastructure, Project Management, Business Process..., Fixed Income, Hardware, Operations Management, SIP, Testing, IT Strategy, Business Analysis, Business Continuity, Risk Management, Network Security, Telecommunications, SDLC, IT Service Management, Security, Program Management, Management, Service Delivery, Leadership, Firewalls, Consulting, Pre-sales, Visio, Servers
Education
Loyola University Maryland 1989 — 1993
Bachelor of Business Administration (BBA), Management Information Systems, General
Chaminade High School 1985 — 1989
Regents Diploma
David Ottignon's Citi Experience Assistant Vice PresidentJPMorgan Chase1995 - 2001
Job VPSection Manager at Citi
Industry Financial Services
Experience
Citi Assistant Vice PresidentJPMorgan Chase1995 - 2001
Education
Monmouth University 1987 — 1989
MBA, Finance
Lynchburg College 1979 — 1982
BA, Accounting
MBA-Finance
Citi Assistant Vice PresidentJPMorgan Chase1995 - 2001
Education
Monmouth University 1987 — 1989
MBA, Finance
Lynchburg College 1979 — 1982
BA, Accounting
MBA-Finance
Laura Reynolds's Citi Experience June 2008 - August 2008
Job Financial Analyst at POPSUGAR
Industry Financial Services
Experience
POPSUGAR January 2014 - Present
Dr. Reddy's Foundation July 2012 - December 2012
Credit Suisse July 2010 - June 2012
Loyola's Academic Resource Center September 2006 - December 2009
Morgan Stanley June 2009 - August 2009
Citi June 2008 - August 2008
U.S. House of Representatives May 2007 - July 2007
Skills
Economics, Investment Banking, Social Enterprise, Financial Analysis, Financial Modeling, Valuation, Microsoft Office, Analysis, Excel, PowerPoint, Teamwork, Word, Microsoft Excel, Capital Markets, Private Equity, Research, Microsoft Word, Business Strategy, Due Diligence, Mergers & Acquisitions, Equities, Finance, DCF, LBO
Education
Loyola University New Orleans 2006 — 2010
BBA, Economics and Finance, 3.7
University of Hyderabad 2009 — 2009
Undergraduate credit
St. Thomas More High School 2005 — 2006
High School
St. Mary's Dominican 2002 — 2005
High School
POPSUGAR January 2014 - Present
Dr. Reddy's Foundation July 2012 - December 2012
Credit Suisse July 2010 - June 2012
Loyola's Academic Resource Center September 2006 - December 2009
Morgan Stanley June 2009 - August 2009
Citi June 2008 - August 2008
U.S. House of Representatives May 2007 - July 2007
Skills
Economics, Investment Banking, Social Enterprise, Financial Analysis, Financial Modeling, Valuation, Microsoft Office, Analysis, Excel, PowerPoint, Teamwork, Word, Microsoft Excel, Capital Markets, Private Equity, Research, Microsoft Word, Business Strategy, Due Diligence, Mergers & Acquisitions, Equities, Finance, DCF, LBO
Education
Loyola University New Orleans 2006 — 2010
BBA, Economics and Finance, 3.7
University of Hyderabad 2009 — 2009
Undergraduate credit
St. Thomas More High School 2005 — 2006
High School
St. Mary's Dominican 2002 — 2005
High School
Amy Harthun's Citi Experience November 2009 - February 2013
Job Agent at Barbara Wright Insurance
Industry Insurance
Experience
Shelter Insurance Companies February 2013 - Present
Citi November 2009 - February 2013
Mary Kay Cosmetics September 1998 - April 2006
Skills
Property & Casualty..., Customer Service
Education
Luther Rice University 2012 — 2014
Bachelor of Arts (B.A.), Religion/Religious Studies
Bullitt East High School 1990 — 1993
University of Louisville
Psychology
Shelter Insurance Companies February 2013 - Present
Citi November 2009 - February 2013
Mary Kay Cosmetics September 1998 - April 2006
Skills
Property & Casualty..., Customer Service
Education
Luther Rice University 2012 — 2014
Bachelor of Arts (B.A.), Religion/Religious Studies
Bullitt East High School 1990 — 1993
University of Louisville
Psychology
Hossein Mazhari's Citi Experience September 1999 - July 2007
Job IT Consultant
Industry Information Technology and Services
Experience
CSI July 2010 - Present
GE Capital 2008 - November 2009
Citi September 1999 - July 2007
Softcare EC 1997 - 1999
Future Shop February 1995 - January 1997
Maves International Software 1984 - 1986
Education
Macalester College 1980 — 1984
Bachelor's Degree
CSI July 2010 - Present
GE Capital 2008 - November 2009
Citi September 1999 - July 2007
Softcare EC 1997 - 1999
Future Shop February 1995 - January 1997
Maves International Software 1984 - 1986
Education
Macalester College 1980 — 1984
Bachelor's Degree
Marjorie Edmonds's Citi Experience 1986 - 1997
Job CPA
Industry Financial Services
Experience
Snowden, Edmonds and Gray, LLC October 2009 - Present
Citi 1986 - 1997
Skills
Accounting, Financial Reporting, Nonprofits, Strategic Planning, Internal Controls, Financial Analysis, Project Planning
Education
Loyola University Maryland 1982 — 1985
M.B.A., Finance
University of Maryland College Park 1976 — 1979
B.S., Accounting
Morgan State University
Education
Snowden, Edmonds and Gray, LLC October 2009 - Present
Citi 1986 - 1997
Skills
Accounting, Financial Reporting, Nonprofits, Strategic Planning, Internal Controls, Financial Analysis, Project Planning
Education
Loyola University Maryland 1982 — 1985
M.B.A., Finance
University of Maryland College Park 1976 — 1979
B.S., Accounting
Morgan State University
Education
Steve Vaughters's Citi Experience June 1988 - November 1990
Job Action Officer, Total Force Continuum
Industry Military
Experience
Air National Guard March 2015 - Present
United Airlines June 1998 - Present
United States Air Force April 2014 - February 2015
Air National Guard September 2008 - April 2014
United States Air Force May 2008 - August 2008
United States Air Force July 2005 - May 2008
US Air Force Reserve June 1996 - May 2008
Air National Guard September 1992 - June 1996
Citi June 1988 - November 1990
Skills
Defense, Air Force, Aircraft, Aviation, Command, Analysis, DoD, Leadership, Logistics, Military, Military Experience, Military Operations, National Security, Operational Planning, Security Clearance
Education
Loyola University Maryland 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Air National Guard March 2015 - Present
United Airlines June 1998 - Present
United States Air Force April 2014 - February 2015
Air National Guard September 2008 - April 2014
United States Air Force May 2008 - August 2008
United States Air Force July 2005 - May 2008
US Air Force Reserve June 1996 - May 2008
Air National Guard September 1992 - June 1996
Citi June 1988 - November 1990
Skills
Defense, Air Force, Aircraft, Aviation, Command, Analysis, DoD, Leadership, Logistics, Military, Military Experience, Military Operations, National Security, Operational Planning, Security Clearance
Education
Loyola University Maryland 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Wende Wiles's Citi Experience February 1987 - October 1991
Job Product Management ServiceNow Implementation at U.S. Department of Energy
Industry Information Technology and Services
Experience
U.S. Department of Energy May 2014 - Present
U.S. Department of Energy August 2011 - May 2014
U.S. Department of Energy March 2010 - August 2011
U.S. Department of Commerce August 2006 - June 2010
U.S. Department of Commerce January 2002 - August 2006
U.S. Department of Commerce June 1999 - January 2002
Expert Choice, Inc. September 1996 - June 1999
Citi February 1987 - October 1991
Black & Decker September 1983 - February 1987
Skills
Business Process, IT Management, Disaster Recovery, Data Center, Business Change..., Data Center Relocation, Help Desk Management, IT project management, Project Portfolio..., Project Management, Government, Change Management, Help Desk Support, Information Security, Security, Leadership, PMP, SDLC, Project Planning, Budgets, Risk Management, SharePoint, ITIL, Program Management, Information Technology, Analysis, Software Project..., Business Analysis, Cloud Computing, Governance, Software Documentation, Management, System Administration, IT Strategy, Software Development, Testing
Education
National Defense University 2015 — 2015
CIO Certificate in a compressed Masters program, CIO / Advanced Management Program, A average
Loyola University Maryland 1980 — 1984
BA, Accounting, B average
Miscellaneous Training
U.S. Department of Energy May 2014 - Present
U.S. Department of Energy August 2011 - May 2014
U.S. Department of Energy March 2010 - August 2011
U.S. Department of Commerce August 2006 - June 2010
U.S. Department of Commerce January 2002 - August 2006
U.S. Department of Commerce June 1999 - January 2002
Expert Choice, Inc. September 1996 - June 1999
Citi February 1987 - October 1991
Black & Decker September 1983 - February 1987
Skills
Business Process, IT Management, Disaster Recovery, Data Center, Business Change..., Data Center Relocation, Help Desk Management, IT project management, Project Portfolio..., Project Management, Government, Change Management, Help Desk Support, Information Security, Security, Leadership, PMP, SDLC, Project Planning, Budgets, Risk Management, SharePoint, ITIL, Program Management, Information Technology, Analysis, Software Project..., Business Analysis, Cloud Computing, Governance, Software Documentation, Management, System Administration, IT Strategy, Software Development, Testing
Education
National Defense University 2015 — 2015
CIO Certificate in a compressed Masters program, CIO / Advanced Management Program, A average
Loyola University Maryland 1980 — 1984
BA, Accounting, B average
Miscellaneous Training
David Suchý's Citi Experience July 2011 - September 2011
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2013 - Present
UBS July 2012 - August 2013
Citi July 2011 - September 2011
Hemisphere Companies June 2010 - October 2010
D.S. Web Development January 2002 - May 2008
Education
Macalester College 2008 — 2012
B.A.
Bank of America Merrill Lynch September 2013 - Present
UBS July 2012 - August 2013
Citi July 2011 - September 2011
Hemisphere Companies June 2010 - October 2010
D.S. Web Development January 2002 - May 2008
Education
Macalester College 2008 — 2012
B.A.
Valerie Burns's Citi Experience February 2011 - Present
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi February 2011 - Present
Brown Brothers Harriman June 2010 - February 2011
NewOak Capital May 2009 - April 2010
Skills
Business Analysis, Business Development, Contract Management, Cross-functional Team..., Equities, Order Fulfillment, PowerPoint, Problem Solving, Process Improvement, Software Documentation, Vendor Management, Vendor Relationships
Education
Loyola University Maryland 2006 — 2010
Bachelors
Citi February 2011 - Present
Brown Brothers Harriman June 2010 - February 2011
NewOak Capital May 2009 - April 2010
Skills
Business Analysis, Business Development, Contract Management, Cross-functional Team..., Equities, Order Fulfillment, PowerPoint, Problem Solving, Process Improvement, Software Documentation, Vendor Management, Vendor Relationships
Education
Loyola University Maryland 2006 — 2010
Bachelors
Marie Limmer's Citi Experience February 2005 - May 2009
Job Vice President of Accounting at Towne Park
Industry Hospitality
Experience
Towne Park May 2009 - Present
Citi February 2005 - May 2009
CitiFinancial (Citigroup) April 2002 - April 2005
CitiFinancial - Citigroup December 1999 - April 2002
Citicorp Delaware Services, Inc June 1994 - December 1999
Citibank MD/Citicorp Financial, Inc July 1991 - June 1994
Citibank MD/Citicorp Financial, Inc April 1990 - July 1991
Skills
Financial Reporting, Accounting, Financial Analysis, Finance, Auditing, Budgets, Financial Statements, Management, Forecasting, General Ledger, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Cash Management, Team Building, Customer Service
Education
Loyola University Maryland
MBA, Finance
University of Baltimore
B.S., Accounting
Towne Park May 2009 - Present
Citi February 2005 - May 2009
CitiFinancial (Citigroup) April 2002 - April 2005
CitiFinancial - Citigroup December 1999 - April 2002
Citicorp Delaware Services, Inc June 1994 - December 1999
Citibank MD/Citicorp Financial, Inc July 1991 - June 1994
Citibank MD/Citicorp Financial, Inc April 1990 - July 1991
Skills
Financial Reporting, Accounting, Financial Analysis, Finance, Auditing, Budgets, Financial Statements, Management, Forecasting, General Ledger, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Cash Management, Team Building, Customer Service
Education
Loyola University Maryland
MBA, Finance
University of Baltimore
B.S., Accounting
James Hendricks's Citi Experience 1983 - 1985
Job Head of Technology Risk at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price January 2015 - Present
T Rowe Price March 2009 - December 2014
T. Rowe Price September 1995 - March 2009
Alexander & Alexander 1989 - 1995
Citi 1983 - 1985
Skills
Internal Controls, Mutual Funds, Internal Audit, Risk Management, Sarbanes-Oxley Act, Governance, Assurance, Banking, Risk Assessment, AML, Enterprise Risk...
Education
Loyola College in Maryland 1987 — 1990
MBA
University of Delaware 1978 — 1981
Bachelor of Science (B.S.), Accounting
T. Rowe Price January 2015 - Present
T Rowe Price March 2009 - December 2014
T. Rowe Price September 1995 - March 2009
Alexander & Alexander 1989 - 1995
Citi 1983 - 1985
Skills
Internal Controls, Mutual Funds, Internal Audit, Risk Management, Sarbanes-Oxley Act, Governance, Assurance, Banking, Risk Assessment, AML, Enterprise Risk...
Education
Loyola College in Maryland 1987 — 1990
MBA
University of Delaware 1978 — 1981
Bachelor of Science (B.S.), Accounting
George (Dan) Waszelewski's Citi Experience April 2002 - April 2011
Job Operations Support Senior Manager at Citigroup
Industry Financial Services
Experience
Citi April 2002 - April 2011
Pepco Building Services February 2001 - December 2001
M&T Bank October 1999 - December 2000
Education
Loyola University Maryland
MBA, Business Administration; Finance
University of Maryland Baltimore County
Bachelor of Arts, Political Science
Citi April 2002 - April 2011
Pepco Building Services February 2001 - December 2001
M&T Bank October 1999 - December 2000
Education
Loyola University Maryland
MBA, Business Administration; Finance
University of Maryland Baltimore County
Bachelor of Arts, Political Science
Richard Duran's Citi Experience March 2015 - Present
Job AML Operations Support Manager at Citi
Industry Banking
Experience
Citi March 2015 - Present
JPMorgan Chase September 2012 - February 2014
JPMorgan Chase April 2010 - September 2012
JPMorgan Chase January 2009 - April 2010
Skills
Banking, Sales, Customer Service, Microsoft Excel, Microsoft Office, Relationship Management, Financial Analysis, PowerPoint, Leadership, Portfolio Management, Microsoft Word, Business Development, Sales Management, Risk Management
Education
Lynn University 2000 — 2004
Bachelor of Business Administration (BBA), International Business
Citi March 2015 - Present
JPMorgan Chase September 2012 - February 2014
JPMorgan Chase April 2010 - September 2012
JPMorgan Chase January 2009 - April 2010
Skills
Banking, Sales, Customer Service, Microsoft Excel, Microsoft Office, Relationship Management, Financial Analysis, PowerPoint, Leadership, Portfolio Management, Microsoft Word, Business Development, Sales Management, Risk Management
Education
Lynn University 2000 — 2004
Bachelor of Business Administration (BBA), International Business
Kevin Sorgi's Citi Experience July 2010 - Present
Job Vice President Citigroup
Industry Investment Banking
Experience
Citi July 2010 - Present
Deloitte December 2009 - June 2010
Deloitte August 2008 - November 2009
Citi June 2007 - August 2007
Morgan Stanley January 2007 - May 2007
Citi June 2006 - August 2006
Skills
Series 7, Series 63, Series 79, Notary Public, FINRA, Finance, Fixed Income, Capital Markets, Structured Finance, Securitization, Asset Management, Bloomberg, Derivatives, Valuation
Education
Loyola College in Maryland 2004 — 2008
BBA, Finance
Darien High School 2000 — 2004
Diploma
Citi July 2010 - Present
Deloitte December 2009 - June 2010
Deloitte August 2008 - November 2009
Citi June 2007 - August 2007
Morgan Stanley January 2007 - May 2007
Citi June 2006 - August 2006
Skills
Series 7, Series 63, Series 79, Notary Public, FINRA, Finance, Fixed Income, Capital Markets, Structured Finance, Securitization, Asset Management, Bloomberg, Derivatives, Valuation
Education
Loyola College in Maryland 2004 — 2008
BBA, Finance
Darien High School 2000 — 2004
Diploma
April Bonk's Citi Experience 2009 - Present
Job Asset Manager at Citi
Industry Financial Services
Experience
Citi 2009 - Present
AMC Mortgage Services 2005 - 2009
parkway real estate 1983 - 2005
Skills
Asset Management, Real Estate, Valuation
Education
Macomb Community College
business, commerical art
Citi 2009 - Present
AMC Mortgage Services 2005 - 2009
parkway real estate 1983 - 2005
Skills
Asset Management, Real Estate, Valuation
Education
Macomb Community College
business, commerical art
Erin Kouch's Citi Experience July 2014 - June 2015
Job Your PartTime Controller, LLC
Industry Accounting
Experience
Your Part-Time Controller, LLC June 2015 - Present
Citi July 2014 - June 2015
Citi May 2008 - July 2014
KPMG, LLP September 2005 - May 2008
Skills
Financial Reporting, Fund Accounting, Private Equity, CPA, Auditing, Financial Services, Financial Modeling
Education
Loyola University Maryland 2001 — 2005
BBA, Accounting
Your Part-Time Controller, LLC June 2015 - Present
Citi July 2014 - June 2015
Citi May 2008 - July 2014
KPMG, LLP September 2005 - May 2008
Skills
Financial Reporting, Fund Accounting, Private Equity, CPA, Auditing, Financial Services, Financial Modeling
Education
Loyola University Maryland 2001 — 2005
BBA, Accounting
Susan Leopold, MBA CPA's Citi Experience March 2006 - December 2006
Job Chief Financial Officer at ATF Finance
Industry Financial Services
Experience
Glorietta Luxury Soap January 2014 - Present
ATF Finance January 2007 - Present
Citi March 2006 - December 2006
Amegy Bank December 2003 - March 2006
SBL Holdings, Inc January 1996 - November 2003
Bank of America June 1981 - January 1995
Deloitte June 1976 - August 1979
Skills
Corporate Finance, Valuation, Financial Analysis, Asset Managment, Private Equity, Mergers & Acquisitions, Financial Modeling, Loans, Asset Management, Finance, Portfolio Management, Bloomberg, Due Diligence, Capital Markets, Fixed Income, Investments, Strategic Planning, Management, Risk Management
Education
University of Notre Dame - Mendoza College of Business 1979 — 1981
MBA, Finance
Villanova University 1972 — 1976
BS, Accounting
Loyola University of Chicago 1975 — 1975
Rome Center
Glorietta Luxury Soap January 2014 - Present
ATF Finance January 2007 - Present
Citi March 2006 - December 2006
Amegy Bank December 2003 - March 2006
SBL Holdings, Inc January 1996 - November 2003
Bank of America June 1981 - January 1995
Deloitte June 1976 - August 1979
Skills
Corporate Finance, Valuation, Financial Analysis, Asset Managment, Private Equity, Mergers & Acquisitions, Financial Modeling, Loans, Asset Management, Finance, Portfolio Management, Bloomberg, Due Diligence, Capital Markets, Fixed Income, Investments, Strategic Planning, Management, Risk Management
Education
University of Notre Dame - Mendoza College of Business 1979 — 1981
MBA, Finance
Villanova University 1972 — 1976
BS, Accounting
Loyola University of Chicago 1975 — 1975
Rome Center
Magdalena Wójcik's Citi Experience February 2014 - Present
Job Vice President Risk Management at Citi
Industry Financial Services
Experience
Citi February 2014 - Present
Education
Warsaw School of Economics 2010 — 2011
Postgraduate, Statistical Analysis
Ludwig-Maximilians Universität München 2006 — 2007
Management
University of Warsaw 2002 — 2007
Master’s Degree, Management
Citi February 2014 - Present
Education
Warsaw School of Economics 2010 — 2011
Postgraduate, Statistical Analysis
Ludwig-Maximilians Universität München 2006 — 2007
Management
University of Warsaw 2002 — 2007
Master’s Degree, Management
Victor R. Cardella, CAIA's Citi Experience August 2005 - June 2009
Job Executive Director Morgan Stanley Alternative Investments
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citi August 2005 - June 2009
Skills
Hedge Funds, Alternative Investments, Equities, Asset Allocation, Series 63, Mutual Funds, Fixed Income, Wealth Management, Capital Markets, Portfolio Management, Investments
Education
Loyola College in Maryland
Finance
Morgan Stanley Wealth Management June 2009 - Present
Citi August 2005 - June 2009
Skills
Hedge Funds, Alternative Investments, Equities, Asset Allocation, Series 63, Mutual Funds, Fixed Income, Wealth Management, Capital Markets, Portfolio Management, Investments
Education
Loyola College in Maryland
Finance
Anthony Fuschetto's Citi Experience August 2011 - Present
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi August 2011 - Present
Actimize (formerly Fortent and Searchspace) March 2003 - August 2011
IBM Business Consulting Services December 1997 - March 2003
Skills
AML, KYC, Business Analysis, Financial Risk, Risk Management, Enterprise Risk..., Financial Services, Governance, Program Management, Banking, Investment Banking, Project Portfolio..., Retail Banking, PMO, Business Process..., Fraud, Operational Risk..., Operational Risk
Education
Loyola College in Maryland
Bachelor of Business Administration, Management Information Systems
Citi August 2011 - Present
Actimize (formerly Fortent and Searchspace) March 2003 - August 2011
IBM Business Consulting Services December 1997 - March 2003
Skills
AML, KYC, Business Analysis, Financial Risk, Risk Management, Enterprise Risk..., Financial Services, Governance, Program Management, Banking, Investment Banking, Project Portfolio..., Retail Banking, PMO, Business Process..., Fraud, Operational Risk..., Operational Risk
Education
Loyola College in Maryland
Bachelor of Business Administration, Management Information Systems
Matthew Marzicola's Citi Experience January 2015 - Present
Job Assistant Vice President | Credit Analyst at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Citi June 2013 - December 2014
Parkway Capital Investors September 2012 - December 2012
Credit Suisse May 2012 - August 2012
Skills
Research, Economics, Leadership, Microsoft Excel, Dodd-Frank, Stata, Access, Team Leadership, Management, Due Diligence, Time Management, Analysis, Portfolio Management, VBA, Capital Markets, Financial Modeling, Credit Analysis, Project Management, Matlab, Monetary Economics, Microsoft Word, PowerPoint, Microsoft Office
Education
Loyola University Maryland 2009 — 2013
BBA, Business Economics, Minor in Math, GPA 4.0/4.0
Lewis Mills
Citi January 2015 - Present
Citi June 2013 - December 2014
Parkway Capital Investors September 2012 - December 2012
Credit Suisse May 2012 - August 2012
Skills
Research, Economics, Leadership, Microsoft Excel, Dodd-Frank, Stata, Access, Team Leadership, Management, Due Diligence, Time Management, Analysis, Portfolio Management, VBA, Capital Markets, Financial Modeling, Credit Analysis, Project Management, Matlab, Monetary Economics, Microsoft Word, PowerPoint, Microsoft Office
Education
Loyola University Maryland 2009 — 2013
BBA, Business Economics, Minor in Math, GPA 4.0/4.0
Lewis Mills
Frank Mastrilli's Citi Experience August 2012 - Present
Job AVP Enterprise Information Archiving and Supervision at Citi
Industry Financial Services
Experience
Citi August 2012 - Present
JBS/Pilgrims February 2006 - August 2012
Skills
System Administration, Active Directory
Education
Louisiana State University in Shreveport
Bachelor of Science (B.S.), Computer Science
Citi August 2012 - Present
JBS/Pilgrims February 2006 - August 2012
Skills
System Administration, Active Directory
Education
Louisiana State University in Shreveport
Bachelor of Science (B.S.), Computer Science
Frances Hartley's Citi Experience 1990 - 1993
Job Manager at 35 member public accounting firm
Industry Accounting
Experience
Public Accounting Firm with 35 employees October 2006 - Present
Montgomery County Housing Opportunities Commission 1999 - 2001
Wells Fargo Home Mortgage 1993 - 1999
Citi 1990 - 1993
Ernst & Young 1987 - 1990
KPMG 1985 - 1987
Skills
Accounting, Accounts Payable, Auditing, Cash Management, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Income Tax, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Banking, Non-profits, Outlook, PowerPoint, QuickBooks, RIA, US GAAP, Tax Accounting, Tax Preparation, Writing, SEC filings, Nonprofits, Account Reconciliation
Education
Loyola College in Maryland 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
West Virginia University 1981 — 1985
B.S.B.Ad., Accounting
Public Accounting Firm with 35 employees October 2006 - Present
Montgomery County Housing Opportunities Commission 1999 - 2001
Wells Fargo Home Mortgage 1993 - 1999
Citi 1990 - 1993
Ernst & Young 1987 - 1990
KPMG 1985 - 1987
Skills
Accounting, Accounts Payable, Auditing, Cash Management, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Income Tax, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Banking, Non-profits, Outlook, PowerPoint, QuickBooks, RIA, US GAAP, Tax Accounting, Tax Preparation, Writing, SEC filings, Nonprofits, Account Reconciliation
Education
Loyola College in Maryland 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
West Virginia University 1981 — 1985
B.S.B.Ad., Accounting
Gene Balbir's Citi Experience October 2006 - August 2007
Job Vice President, Regional Compliance Officer at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2010 - Present
Smith Barney August 2007 - December 2009
Citi October 2006 - August 2007
Skills
Series 7, Securities, FINRA, Risk Management, Wealth Management, AML, Financial Services, Equities, Fixed Income, Mutual Funds, Operational Risk, Anti Money Laundering, Investments, Financial Risk
Education
Loyola College in Maryland 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Towson University
Bachelor of Business Administration (B.B.A.), Business Admin w/ concentration in Legal Studies
Morgan Stanley Smith Barney January 2010 - Present
Smith Barney August 2007 - December 2009
Citi October 2006 - August 2007
Skills
Series 7, Securities, FINRA, Risk Management, Wealth Management, AML, Financial Services, Equities, Fixed Income, Mutual Funds, Operational Risk, Anti Money Laundering, Investments, Financial Risk
Education
Loyola College in Maryland 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Towson University
Bachelor of Business Administration (B.B.A.), Business Admin w/ concentration in Legal Studies
Cindy Lighthawk Kudra-Westfall's Citi Experience March 2006 - Present
Job Quality Control Specialist at Citi
Industry Financial Services
Experience
Citi March 2006 - Present
Skills
Data Entry, Creative Problem Solving, Close Attention to..., Customer Service, Microsoft Office, Leadership, Microsoft Word, Time Management, Project Management
Education
Harding Graduate School
Master's degree, Religion/Religious Studies
Lubbock Christian University
Bachelor of Arts (B.A.), Religion/Religious Studies
Citi March 2006 - Present
Skills
Data Entry, Creative Problem Solving, Close Attention to..., Customer Service, Microsoft Office, Leadership, Microsoft Word, Time Management, Project Management
Education
Harding Graduate School
Master's degree, Religion/Religious Studies
Lubbock Christian University
Bachelor of Arts (B.A.), Religion/Religious Studies
Jeremiah Szpilka's Citi Experience November 2011 - April 2015
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Citi November 2011 - April 2015
Education
Lynn University 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management
Merrill Lynch April 2015 - Present
Citi November 2011 - April 2015
Education
Lynn University 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management
Steven Bikel's Citi Experience April 2014 - Present
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi April 2014 - Present
Citi June 2012 - April 2014
Citi July 2008 - June 2012
Education
Lycoming College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Citi April 2014 - Present
Citi June 2012 - April 2014
Citi July 2008 - June 2012
Education
Lycoming College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Kimberly Morycz's Citi Experience January 2014 - June 2014
Job Senior Underwriter (Conventional/FHA/NonConforming Jumbo)
Industry Banking
Experience
Lake Michigan Credit Union March 2015 - Present
Citi January 2014 - June 2014
Chase January 2011 - December 2013
SVS Group April 2009 - January 2011
Genworth Financial/Headway May 2007 - April 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Mortgage Banking, Mentor/Trainer, FHA Underwriter, Correspondent Banking
Education
Macomb Community College 1994 — 1997
Lake Michigan Credit Union March 2015 - Present
Citi January 2014 - June 2014
Chase January 2011 - December 2013
SVS Group April 2009 - January 2011
Genworth Financial/Headway May 2007 - April 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Mortgage Banking, Mentor/Trainer, FHA Underwriter, Correspondent Banking
Education
Macomb Community College 1994 — 1997
Cole Kerns's Citi Experience October 2013 - February 2014
Job Account Executive at Technifax Office Solutions
Industry Marketing and Advertising
Experience
Technifax Office Solutions June 2015 - July 2015
Iron Tribe Fitness September 2014 - June 2015
Citi October 2013 - February 2014
Lubbock County 2013 - 2013
Covenant Health System March 2012 - November 2012
AAA Coffee Services May 2010 - April 2012
Simmon's Landscaping May 2008 - July 2008
Skills
Leadership, Social Skills, Friendly Personality, Observation, Keen Listener, Human Resources, Athletic Training, Reliable, Always Punctual, Sports, Management, Making Coffee, Golf Management, Microsoft Office, Highly responsible, Technical Writing
Education
Lubbock Christian University 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Technifax Office Solutions June 2015 - July 2015
Iron Tribe Fitness September 2014 - June 2015
Citi October 2013 - February 2014
Lubbock County 2013 - 2013
Covenant Health System March 2012 - November 2012
AAA Coffee Services May 2010 - April 2012
Simmon's Landscaping May 2008 - July 2008
Skills
Leadership, Social Skills, Friendly Personality, Observation, Keen Listener, Human Resources, Athletic Training, Reliable, Always Punctual, Sports, Management, Making Coffee, Golf Management, Microsoft Office, Highly responsible, Technical Writing
Education
Lubbock Christian University 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Amy Ambrose's Citi Experience September 2013 - Present
Job Project Manager at Citi
Industry Financial Services
Experience
Citi September 2013 - Present
Citi July 2012 - September 2013
Bank of America August 2007 - July 2012
Bank of America February 2001 - August 2007
Bank of America July 1997 - February 2001
Bank of America June 1996 - July 1997
Skills
Risk Management, Credit, Financial Risk, Banking, Management, Financial Analysis, Strategy, Analytics, Loans, Leadership
Education
Lycoming College 1992 — 1996
Bachelor of Science (BS), Business Administration, Management and Operations
Milford High School
Citi September 2013 - Present
Citi July 2012 - September 2013
Bank of America August 2007 - July 2012
Bank of America February 2001 - August 2007
Bank of America July 1997 - February 2001
Bank of America June 1996 - July 1997
Skills
Risk Management, Credit, Financial Risk, Banking, Management, Financial Analysis, Strategy, Analytics, Loans, Leadership
Education
Lycoming College 1992 — 1996
Bachelor of Science (BS), Business Administration, Management and Operations
Milford High School
James Presser's Citi Experience October 1997 - September 2003
Job AML/KYC Onboarding Officer at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management October 2003 - June 2015
Citi October 1997 - September 2003
Skills
Investments, Wealth Management, Private Banking, Team Building and..., Series 7, Series 63, Relationship Management, New Business Development, Credit Solutions, Wealth Management..., Organizational and..., Banking, Finance, Portfolio Management, Financial Planning, Equities, Asset Management, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Strong risk and..., Strong written and oral..., Strong analytical,...
Education
Lycoming College
BA Business Administration
Northern Valley Regional High School Demarest NJ
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management October 2003 - June 2015
Citi October 1997 - September 2003
Skills
Investments, Wealth Management, Private Banking, Team Building and..., Series 7, Series 63, Relationship Management, New Business Development, Credit Solutions, Wealth Management..., Organizational and..., Banking, Finance, Portfolio Management, Financial Planning, Equities, Asset Management, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Strong risk and..., Strong written and oral..., Strong analytical,...
Education
Lycoming College
BA Business Administration
Northern Valley Regional High School Demarest NJ
Justin Messina's Citi Experience August 2009 - Present
Job Credit Risk Manager at Citi
Industry Financial Services
Experience
Citi August 2009 - Present
Citi May 2006 - August 2009
Towne Mortgage Company September 2002 - May 2006
Education
Oakland University 2000 — 2002
Bachelor of Science (B.S.), Management Information Systems
Macomb Community College 1998 — 2000
Citi August 2009 - Present
Citi May 2006 - August 2009
Towne Mortgage Company September 2002 - May 2006
Education
Oakland University 2000 — 2002
Bachelor of Science (B.S.), Management Information Systems
Macomb Community College 1998 — 2000
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.