Citi Company
Industry: Financial services company
DescriptionCitibank is the consumer division of financial services multinational Citigroup. Citibank was founded in 1812 as the City Bank of New York, and later became First National City Bank of New York. Citibank provides credit cards, mortgages, personal loans, commercial loans, and lines of credit. Headquarters: New York City, New York, United States CEO: Barbara J. Desoer (Apr 1, 2014–) Parent organization: Citigroup Founded: June 16, 1812, New York City, New York, United States Subsidiaries: Citibank India, CitiMortgage Inc, Citibank Vietnam,
Citi List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citi. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Mediaocean March 2014 - Present
Citi July 2013 - February 2014
Vanguard November 2012 - July 2013
Corning Incorporated April 2012 - November 2012
Skills
Java, Java Enterprise Edition, Spring Framework, Hibernate, JPA, ETL Tools, Amazon Web Services..., Jasper Reports, Greenplum, Struts, JSP, Web Services, Servlets, XML, Agile Methodologies, Tomcat, PL/SQL, SQL, Eclipse, Oracle, WebSphere Application...
Education
Oklahoma Christian University 2011 — 2012
Master of Science (MS), Computer Engineering
MUFG Union Bank N.A. June 2015 - Present
Citi September 2011 - June 2015
Citigroup Inc. September 2003 - September 2011
Algomod Technologies December 2000 - September 2003
Lexicon Pharmaceutical September 1999 - December 2000
Center for Intelligent Chemical Instrumentation (CICI), Ohio University 1995 - 1999
Skills
ISO 27001, Unix, Firewalls, Security, Information Security, VPN, Cisco Technologies, WAN, Computer Security, CISSP, Linux, Risk Management, Vulnerability Management, Application Security, IDS, Checkpoint, TCP/IP, Perl, Data Security, Network Security
Education
Ohio University 1995 — 1999
Ph.D, Chemometrics: Computer-Aided Data Analysis
University of Science and Technology of China 1992 — 1995
MS
University of Science and Technology of China 1987 — 1992
B.S.
TIAA-CREF October 2014 - Present
Citi July 1999 - December 2012
Citi August 1997 - July 1999
J.P. Morgan November 1996 - August 1998
J&R Classical Music World May 1995 - November 1996
Agata & Valentina July 1994 - April 1995
Skills
Employee Training, Project Management, Team Building, Financial Services, Customer Service, Team Leadership, Office Management, Client Services, Project Coordination, Adobe Acrobat, Payroll, Onboarding, Records Management, Quality Control, Supervisory Experience, Client Service, Proofreading, Relationship Building, Global Operations, Meeting Planning, Office Administration, Outsourcing, Vendor Management, Performance Management, Recruiting, Microsoft Office, Business Writing, Document Management, Document Creation, Document Drafting, Microsoft Live Meeting, General Bookkeeping, Executive-Level Reports, Research, Scheduling, Translation Services, Visio, Relationship Management, Business Continuity..., Compliance, HR Policies, Staff Development, Financial Reporting, Calendaring, HR Software, Internal Office Moves, International Relations, Risk Management, LDRPS, Time Management
Education
University of Michigan
Master's degree, Voice and Opera
Ohio University
Bachelor's degree, Voice and Opera, Cum Laude
Athens High School
Northern Trust December 2011 - Present
Custom House Fund Services (Ireland) Limited November 2010 - December 2011
Citi December 2008 - January 2011
Citi October 2007 - December 2008
Skills
Analysis, Bloomberg, Hedge Funds, Mutual Funds, Account Reconciliation, Customer Service, Corporate Actions, Pricing, Financial Analysis, Middle Office, Accounting, Fund Accounting, Microsoft Office, Bloomberg Terminal, Outlook, Back Office, Finance, Fund Administration
Education
Ohio University 2003 — 2006
Bachelor of Business Administration, Finance
Citi June 2015 - Present
Ohio University Student Equity Management Group January 2014 - Present
Ohio University May 2014 - Present
Ohio University Academic Advancement Center April 2014 - Present
Marc's November 2011 - August 2013
Skills
Equities, Portfolio Management, Microsoft Excel, Data Analysis, Research, Teamwork, PowerPoint, Management, Microsoft Office, Public Speaking, Customer Service, Microsoft Word, English, Social Media, Time Management, Client Services, Personal Branding, Client Relations
Education
Ohio University 2013 — 2017
Mathematics
Kurt Salmon December 2011 - Present
Manhattan Innovation Lab August 2010 - December 2011
MasterCard Worldwide January 2000 - July 2010
Bertelsmann Entertainment, Inc. 1997 - 2000
Citi 1989 - 1997
Colgate Palmolive 1981 - 1989
Skills
Management, Executive Management, Strategy, E-commerce, Business Strategy, Strategic Planning, Entrepreneurship, Business Analysis, Business Development, Mobile Payments, CRM, Product Development, Payment Systems, Program Management, Credit Cards, Financial Risk, Direct Marketing, Marketing, Mergers & Acquisitions, Financial Services, Consulting, Portfolio Management, Marketing Strategy, Financial Modeling, Risk Management, Retail, Management Consulting, New Business Development, Segmentation, Change Management, Banking, Cross-functional Team..., Mergers, Business Planning, Product Management, Analytics, Business Process..., Competitive Analysis, Electronic Payments, Start-ups, Professional Services, Strategic Consulting, Payments, Strategic Partnerships, Business Transformation, Customer Acquisition, Business Alliances, Investments, Customer Satisfaction, Sales
Education
Oklahoma City University 1984 — 1985
MBA, Marketing & Management
University of North Texas 1977 — 1981
Bachelors of Business Administration, Marketing
Citi July 2014 - Present
Citi July 2012 - July 2014
Citi August 2010 - June 2012
Beneficial Communities February 2010 - July 2010
District Attorney's Council January 2009 - December 2009
Project Safe August 2008 - December 2008
Arvest Bank December 2004 - August 2007
Skills
AML, KYC, Team Leadership, Bank Secrecy Act, Analysis, USA PATRIOT Act, Mantas, Quickscreens, Actimize, Banking, Windows, Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, English, Coaching, Anti Money Laundering, Risk Management
Education
Oklahoma Baptist University
Bachelor of Arts (BA), Family Psychology
Citi December 2014 - Present
XPO Logistics, Inc. September 2012 - December 2014
Henri Bendel June 2010 - January 2014
Pacer International September 2012 - May 2013
Abercrombie & Fitch September 2008 - September 2010
Skills
Customer Service, Event Planning, Facebook, Human Resources, Management, Microsoft Excel, Microsoft Office, PowerPoint, Public Relations, Recruiting, Retail, Sales, Social Media, Time Management, Training
Education
Ohio Dominican University 2010 — 2012
Master of Business Administration (M.B.A.), 3.333
Ohio Dominican University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, 3.2
Citi May 2013 - Present
Vineyard Christian Fellowship - Lake Charles May 2001 - August 2010
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Access, Customer Service, Teaching, Leadership, Team Building, Leadership Development, Outlook, Program Management, Data Analysis, Team Leadership, Mentoring Of Staff, Training, Vendor Management, Analysis, Management, Business Analysis, Project Management, Process Improvement, IT Management, Disaster Recovery, ITIL
Education
University of North Texas 2011 — 2013
Master of Business Administration (MBA), Information Technology
Oklahoma Christian University 1987 — 1991
Bachelor's degree, Bible/Biblical Studies
North Capitol Street Enterprises, LLC February 2015 - Present
Office of Elder Affairs: Florida / Massachusetts 2011 - 2014
BellSouth Corporation, TSI Telecommunications, Inc. 1987 - 2002
Citi 1982 - 1987
Skills
Patience, Compassion, Listening Skills, Writing Skills, Blogging, Graphics, Marketing Strategy, Business Strategy, Business Planning, New Business Development, International Business, Fun, Team Building, Cross-functional Team..., Organizational..., Organizational..., Event Management, Management Consulting, Marketing, Leadership, Training, Strategic Planning, Program Management, Management, CRM, Account Management
Education
Xavier University 1981 — 1983
MBA, Business Management
Ohio Wesleyan University 1967 — 1971
BA, Theology, Liberal Arts
Huntington Bank July 2010 - Present
Citi September 2007 - July 2010
JPMorgan Chase October 2006 - September 2007
citi September 1999 - October 2006
Skills
Commercial Banking, Commercial Lending, Mortgage Banking, Branch Banking, Deposits, FHA, Refinance, Credit Risk, SBA, Underwriting, Portfolio Management, Home Equity Loans, Bank Secrecy Act, Finance
Education
Ohio University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Citi July 2015 - Present
VML July 2013 - June 2015
Translation LLC April 2012 - June 2013
Publicis June 2011 - April 2012
Publicis August 2009 - May 2011
McCann Erickson June 2007 - May 2009
University of Nebraska-Lincoln May 2005 - June 2007
AmeriCorps May 2004 - May 2005
Skills
Radio, Strategic Thinking, Integrated Marketing, Employee Management, Interactive Marketing, Creative Strategy, Advertising, Interactive Advertising, Digital Marketing, Outdoor Advertising, Mobile Marketing, Marketing Communications, Strategic Communications
Education
University of Nebraska-Lincoln 2005 — 2007
Master of Arts (M.A.), Marketing, Communications, Advertising Specialization
Oklahoma State University 1997 — 2001
Bachelor of Science (B.S.), Marketing
NetJets December 2014 - Present
BRB Event Management January 2014 - November 2014
Chase July 2012 - December 2013
Citi July 2008 - June 2012
Huntington National Bank September 2007 - June 2008
Home Lending Partners October 2006 - August 2007
Wells Fargo August 2004 - September 2006
Skills
Finance, Management, Sales, Loans, Credit, Mortgage Lending, FHA, Team Building, Marketing, Refinance, Cross Selling, Insurance, Small Business, Banking, Branch Banking, Event Management, Leadership, Event Planning, Customer Service, Social Media, Social Media Marketing, Marketing Strategy, Microsoft Office
Education
Ohio University 2000 — 2004
Bachelor of Science (BS), Health Administration
Gen II Fund Serives, LLC July 2009 - Present
Citi December 2002 - July 2009
Deloitte October 1997 - December 2002
Skills
Investments, Business Strategy, Equities
Education
Ohio Wesleyan University 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance
Google August 2013 - Present
Google October 2014 - January 2015
Ohio University January 2012 - May 2013
Citi June 2012 - August 2012
CSE Federal Credit Union November 2011 - March 2012
Ohio University January 2010 - December 2011
Skills
Google Apps Script, JavaScript, SQL, Troubleshooting, Windows, OS X, Linux, Network Administration, Customer Service, Agile Project Management, Technology Education..., Wireshark, VOIP, TCP/IP, Computer Hardware, Microsoft Office, Information Technology, Wireless Networking, Technical Support, Google BigQuery, Google Apps APIs, Adobe Creative Suite, Visio, Autodesk Maya, Windows 7, Photoshop, Telecommunications
Education
Ohio University 2009 — 2013
Bachelor of Science in Communication, Digital Media: Special Effects, Games, and Animation, 3.86
Citi June 2014 - Present
PNC Investments June 2009 - June 2014
PNC Investments February 2007 - June 2009
KeyBank (Key Investment Services) 2006 - 2007
The Hartford 2005 - 2006
New England Financial 2003 - 2005
Protective Life 2001 - 2003
Skills
Sales Management, Strategic Leadership, Change Management, Investments, Wealth Management, Series 7, Series 65, Series 63, Financial Analysis, Retirement Planning, Portfolio Management, Financial Advisory, Mutual Funds, Estate Planning, Certified Financial...
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA), Executive MBA program
Ohio University 1994 — 1998
BS, Journalism, Public Relations
Janney Montgomery Scott February 2013 - Present
Weeden & Co. March 2008 - February 2013
Citi March 2006 - February 2008
Citi August 2001 - March 2006
Skills
Series 7, Bloomberg, Series 63, Capital Markets, Equity Trading, Series 24, Electronic Trading, Equities, Trading Systems, Investments, Hedge Funds, ETFs, Trading, Securities, Options, Derivatives, Equity Research, Portfolio Management, Financial Analysis, Investment Banking
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (BA), International Business
Manhasset High School 1992 — 1996
Model N September 2015 - Present
State of New Hamsphire - DoIT July 2012 - August 2015
Indiana Department of Work Force Development April 2012 - July 2012
MasterCard October 2011 - April 2012
Citi July 2011 - September 2011
Computational Perception and Image Quality Lab May 2010 - March 2011
Image Coding and Analysis Lab January 2009 - May 2010
Oklahoma State University January 2009 - May 2009
PANTECH Solutions November 2007 - May 2008
HCL Infosystems Ltd November 2006 - December 2006
Skills
C, C++, Java, J2EE, JSP, Matlab, OpenCV, CUDA, OpenGL, JavaScript, HTML, JUnit, Spring, Java Enterprise Edition, XML, Subversion, Hibernate, Weblogic, Eclipse, UML, JDBC, Struts, Spring Framework, WebLogic
Education
Oklahoma State University 2008 — 2010
Master of Science, Electrical and Computer Engineering
Anna University 2004 — 2008
Bachelor of Engineering, Electronics and Communication
Johnson Investment Counsel July 2013 - Present
Stephens Inc. June 2011 - June 2013
Citi June 2010 - August 2010
Corporate One FCU April 2008 - July 2009
Corporate One FCU January 2006 - April 2008
Skills
Investments, Financial Modeling, Finance, Equities, Financial Analysis, Equity Research, Valuation, Securities, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Finance / Corporate Strategy
Ohio University 2001 — 2005
BBA, Finance / Business Pre-Law
EXPRESS October 2013 - Present
JPMorgan Chase August 2007 - October 2013
Citi August 2006 - August 2007
Limited Brands June 2002 - August 2006
Arthur Andersen September 2001 - June 2002
Skills
Financial Forecasting, Financial Reporting, Financial Analysis, Process Improvement, Financial Modeling, Financial Services, Unit Costing, Corporate Finance, Budget Process, Banking, Accounting, Retail, Manufacturing, Finance, Strategic Financial..., Budgets, Forecasting, Sarbanes-Oxley Act, Risk Management
Education
Ohio University 2009 — 2010
Master of Business Administration (MBA), Finance, General
Ohio Northern University 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
Bloom Carroll High School 1993 — 1997
Hay Group August 2013 - Present
Hay Group February 2013 - August 2013
Citi June 2011 - August 2011
Vietcombank Securities Company June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Research, Customer Service, Teamwork, Financial Analysis, C++, Visual Basic, Java, SQL
Education
The Philadelphia Center 2013 — 2013
Marketing
Ohio Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), economics management
Ohio Wesleyan University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Statistics
OPERS January 2013 - Present
Citi May 2011 - January 2013
Chase August 2009 - May 2011
Ohio University Credit Union July 2007 - August 2009
Skills
Mutual Funds, Securities, Financial Analysis, Finance, Accounting, Auditing Standards
Education
Ohio University 2007 — 2009
Bachelor of Business Administration (BBA), Finance
Sinclair Community College 2004 — 2006
Associate's degree, Accounting
Fulton County Government December 2014 - Present
Bon Appetit Management Company July 2012 - Present
Citi July 2006 - February 2008
Franklin County Court of Common Pleas June 2003 - June 2006
Alliance Data December 1998 - September 2001
Huntington National Bank 1997 - 1998
Skills
Microsoft Excel, Account Reconciliation, Data Entry, Accounting, Financial Reporting, Management, Research, PowerPoint, Analysis, Microsoft Word, System Administration, Public Speaking, Event Planning, Outlook, Time Management, Team Building, Social Media, Budgets, Customer Satisfaction, Teamwork, Coaching, Financial Analysis, Microsoft Office, Customer Service, Inventory Management, Training, Event Management, Leadership
Education
Ohio University 1993 — 1995
South High School 1989 — 1993
Diploma
MBA Life Insurance Services., Inc/Berachah Capital, Inc. 2009 - Present
AGLA May 2005 - June 2009
Citi 2002 - 2004
Morgan Stanley 2000 - 2002
TMC Research Inc., 1988 - 1999
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Public Speaking, Negotiation, Photoshop, Financial Analysis
Education
Oklahoma State University
Master of Science (MS), Electrical & Computer Engineering.
Queen's University
Chemical Engineering
Wells Fargo Bank December 2010 - Present
Citi May 2000 - July 2010
SunTrust Bank October 1996 - May 2000
Commerce Bancshares, Inc. 1992 - 1996
Skills
Capital Markets, Structured Finance, Investment Banking, Corporate Finance, Mergers, Financial Modeling, Financial Structuring, Credit, Financial Services, Derivatives, Cash Management, Loans, Financial Risk, Commodity, Investments, Mergers, Strategy, Mergers & Acquisitions
Education
Oklahoma State University 1988 — 1992
BSBA, Finance & Accounting
Bishop Kelley High School 1986 — 1988
High school diploma, General Studies
Citi September 2015 - Present
Citi August 2011 - August 2015
Citi November 2005 - February 2009
OfficeMax February 2001 - November 2005
OfficeMax July 1999 - March 2000
Skills
Process Improvement, Management, Project Management, Microsoft Office, Business Analysis
Education
Oklahoma City University 1997 — 1998
Masters, Criminal Justice Administration
University of Missouri - St. Louis 1992 — 1997
BA, Criminal Justice
University of Missouri - St. Louis 1992 — 1997
BS, Psychology
Aflac December 2009 - Present
Citi December 2008 - April 2011
Fischer and Frichtel May 2003 - July 2008
Education
Ohio University
Architecture
Citi July 2011 - Present
Skills
Financial Reporting, Financial Statements, Hedge Funds, Fund Administration, Financial Audits
Education
Ohio Northern University 2007 — 2010
BSBA, Accounting
Citi October 2005 - July 2009
Citi January 2000 - September 2005
Skills
Capital Markets, Analysis, Strategy, Credit, Finance, Operational Risk..., Project Management, Strategic Financial..., Financial Analysis, Financial Risk, Management, SDLC, Financial Reporting, Relationship Management, Risk Management, Investments, Cash Management, Forecasting, Financial Services
Education
Ohio University
MA
Peking University
BA
Rutgers, The State University of New Jersey-Newark
MBA
Citi July 2012 - Present
Citi December 2011 - July 2012
Citi October 2009 - December 2011
U.S. Central July 2006 - April 2009
H&R Block (Digital Tax Solutions) September 2001 - July 2006
Tax & Accounting Software Corp. January 1997 - May 2001
Skills
Business Analysis, SDLC, Software Documentation, User Experience, Project Management, Requirements Gathering, Requirements Analysis, Process Improvement, Team Leadership, Agile Methodologies, Software Project..., Analysis, Cross-functional Team..., User Acceptance Testing, Vendor Management, Business Requirements, Wireframes, Axure, iRise, Product Development, Product Management
Education
Oklahoma State University 1992 — 1996
BSBA
Citi 2014 - Present
J.P. Morgan 2009 - 2014
KeyCorp 2007 - 2009
NatCity Investments 2005 - 2007
Farmers National Bank 2003 - 2005
Skills
Portfolio Management, Investments, Wealth Management, Alternative Investments, Equities, Finance, Investment Management, Certified Financial...
Education
Ohio Wesleyan University 1998 — 2002
Bachelor of Arts, Economics Management, Accounting, Spanish
Cardinal Health March 2015 - Present
EXPRESS October 2014 - March 2015
EXPRESS August 2013 - October 2014
EXPRESS May 2012 - August 2013
Citi September 2011 - May 2012
EverBank August 2011 - September 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Island Pacific, Microstrategy, PeopleSoft Financial, Monarch, Access, Data Analysis, Facebook
Education
Ohio University 2007 — 2011
BBA, Finance, Business Economics
Citi April 2007 - Present
Citi May 2004 - April 2007
Citi January 2000 - May 2004
Citi January 1998 - January 2000
Citi December 1989 - January 1998
JPMorgan Chase (formerly Bank One) October 1983 - December 1989
Skills
Financial Analysis, Planning Budgeting &..., Financial Modeling, Asset-backed..., Commercial Banking, Management, Budgets, Banking, Corporate Finance, Forecasting, Financial Services
Education
Oklahoma State University
Master of Business Administration, Finance
Oklahoma State University
B.S., Management Science and Computer Systems
Citi October 2014 - Present
Citi October 2011 - October 2014
Skills
Microsoft Excel, Advent Geneva, Hedge Funds, Fund Of Funds, Bloomberg, Accounting
Education
Ohio University 2007 — 2011
Bachelor, Accounting and Business Economics
J.P. Morgan Asset Management May 2015 - Present
Credit Suisse January 2014 - May 2015
Credit Suisse May 2010 - January 2014
Citi May 2008 - April 2010
Columbus Investment Advisory June 2006 - May 2008
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Equities, Investment Banking, Equity Valuation, Capital Markets, Hedge Funds, Portfolio Management, Financial Analysis, Corporate Finance, Value Investing, Fixed Income, Series 7, Investments, Fundamental Analysis, Private Equity, Asset Managment, Asset Allocation, Finance, Series 63, Investment Advisory
Education
Ohio University 2002 — 2006
BBA, Finance
Citi August 2008 - Present
The Doctors Company January 2007 - August 2008
OHIC Insurance Company January 1997 - August 2008
Skills
Disaster Recovery, Remote Desktop, Help Desk Support, Desktop Administration, Desktop Deployment, Backup Exec, Cisco Firewall Security, Avaya Site..., Active Directory, Server Administration, IIS, Telecommunications, Polycom Video..., Printers
Education
Ohio Dominican University 2011 — 2014
Bachelor of Business Administration (BBA)
The Ohio State University 1995 — 1996
Bachelor of Science (BS), Pre-Veterinary Studies
Merchant Cash and Capital LLC August 2011 - Present
E.C. Scott Group July 2008 - October 2008
Citi July 2007 - March 2008
Skills
Credit, Credit Analysis, Underwriting, Finance, Loans
Education
Darien
Ohio Wesleyan University
BA, Economics, Philosophy
BNY Mellon April 2015 - Present
Citi January 2014 - March 2015
Citi January 2013 - December 2013
Citi May 2010 - December 2012
Citi April 2008 - May 2010
Citi Group, Fund Services 2007 - 2008
BISYS Fund Services June 2006 - April 2007
REIS Inc, Operations & Sales Group July 2005 - August 2005
Community Mercy Health Partners January 2005 - May 2005
Transportation/ Motor pool office August 2002 - May 2005
Skills
Accounting, Funding, Securities, Documentation, Valuation, Economics, Excel, Operations Management, Staff Development, Staff Management, Staff Supervision, Training Staff, Sungard, Multifonds, Pega, Eviews, GSM, Microsoft Excel, Employee Training, Mutual Funds, Fund Accounting, Investments, Fixed Income, Trading, Management, Mergers & Acquisitions
Education
Ohio University 2010 — 2011
Masters in Financial Economics, Accounting, Finance and Economics
Wittenberg University 2001 — 2005
Bachelor of Arts, Business Management/ Finance
S. Thomas Prep 1993 — 2000
High School
Citi January 2001 - December 2008
Harris HMO July 1997 - January 2001
Education
Oklahoma State University
MS, Business
State Farm February 2009 - Present
AmeriCredit May 2001 - February 2009
Citi December 2003 - November 2004
Skills
Insurance, Financial Services, Finance, Strategic Financial..., Financial Analysis, Management, Analysis, Life Insurance, Retirement Planning, Property & Casualty..., Term Life Insurance, Whole Life, Universal Life, Mortgage Lending, Credit, Loans, Forecasting, Risk Management, Underwriting, Financial Planning
Education
Oklahoma State University 1997 — 2001
BS, Finance
DSW May 2013 - Present
Citi January 2011 - May 2013
Citi August 2008 - January 2011
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Financial Reporting, Financial Analysis, SEC filings, Financial Accounting, Mutual Funds, Project Management, Management, Financial Services, Microsoft Excel, Financial Statements, Bloomberg, Data Analysis, Analytics
Education
Ohio University 2004 — 2008
BBA, Finance and Marketing
Citi September 2013 - Present
Credit Suisse August 2010 - September 2013
Infomerica Inc September 2003 - August 2010
Infospectrum Inc. June 2001 - August 2003
Skills
Oracle, PL/SQL, Business Analysis, Investment Banking, Derivatives, Risk Management, SDLC, Project Management, Requirements Gathering, Data Warehousing, Requirements Analysis, Program Managment, Sanctions Screening, Anti-Corruption, Resource Management, Budget Forecasts, IT Strategy, Stakeholder Management, Vendor Management, Anti-Money Laundering..., Program Management, Portfolio Management, Project Portfolio..., Outsourcing, Anti-corruption, Leadership, KYC, Capital Markets, Management, Financial Services, Banking, Regulations
Education
Oklahoma City University 1999 — 2000
MS, Computer Science
Citi October 1993 - Present
Skills
Project Management, PMO, SDLC, Software Project..., IT Strategy, Business Analysis, PMP, Process Improvement, Program Management, Project Delivery, Project Portfolio..., Requirements Analysis, Requirements Gathering, Risk Management, Vendor Management
Education
Ohio University 1989 — 1993
Nationwide Financial July 2015 - Present
Nationwide Financial December 2012 - July 2015
Citi November 2011 - December 2012
Skills
Microsoft Excel, Strategic Planning, Financial Analysis, Microsoft Office, Data Analysis, Risk Management, Customer Service, Budgets, Financial Reporting, Project Management, PowerPoint, Leadership, Process Improvement, Public Speaking, Microsoft Word, Marketing, Team Building, Sales, Training, Outlook, Research, Change Management, Management
Education
Ohio University 2007 — 2009
B.S., Urban Planning
Citi September 2013 - Present
Spears School of Business August 2011 - May 2013
Capgemini Consulting December 2009 - May 2011
Skills
Data Mining, Database Marketing, QTP, Mercury QuickTest Pro, RapidMiner, IBM SPSS Modeler, System Testing, Text Analytics, Manual Testing, Predictive Modeling, Financial Accounting, Cluster Analysis, Time Series Analysis, Regression Testing, Analytics, PL/SQL, Business Intelligence, Text Mining, Predictive Analytics, Analysis, Decision Trees, Data Warehousing, Consulting, Testing, Requirements Analysis, Microsoft Office, Microsoft SQL Server, SQL, Data Analysis, SDLC, Segmentation, SAS Programming, Oracle
Education
Oklahoma State University 2011 — 2013
Master of Science (MS), Management Information Systems, SAS DataMining & Business Intelligence
Osmania University 2005 — 2009
Bachelor's degree, Computer Science
Citi July 2015 - Present
Penn State University August 2013 - May 2015
Pfizer June 2014 - August 2014
Innovis June 2010 - July 2013
Skills
Credit, Account Management, Sales, Cold Calling, Financial Services, Mortgage Lending, Banking, Business Development, Finance, Loans, Selling, Consumer Lending, Collections, Compliance, Financial Analysis, Financial Variance..., Business Valuation, Corporate Finance
Education
Penn State University 2013 — 2015
Master of Business Administration (MBA), Finance & Stratigic Leadership
Ohio University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Citi August 2015 - Present
Chase July 2005 - August 2015
Skills
Banking, Customer Service, Refinance, Risk Management, Team Building, Microsoft Excel, Microsoft Office, Residential Mortgages, Mortgage Banking, Credit, Financial Analysis, Mortgage Lending
Education
Zane State -Muskingum Area Technical College MATC 2000 — 2002
Physical Therapy/Therapist
Ohio University-Zanesville Campus 1998 — 2000
Accounting and Business/Management
Sabre Airline Solutions December 2013 - Present
WNA Ltd 2013 - December 2013
CareLink360 - A CompuMatrice Company August 2012 - April 2013
Travelocity April 2012 - August 2012
Capital One July 2011 - April 2012
Travelocity February 2007 - July 2011
Citi September 2005 - January 2007
Citi June 2004 - August 2005
Sprint Nextel June 1999 - May 2004
Skills
Product Management, E-commerce, Mobile Devices, Product Development, Cross-functional Team..., Project Management, CRM, Agile Methodologies, Program Management, Strategy, Product Marketing, User Experience, Business Intelligence, Product Design, Agile Project Management, Start-ups, Competitive Analysis, Customer Experience, Product Innovation, Mobile Applications, Usability, Product Strategy and..., Entrepreneurship
Education
University of San Francisco 2013 — 2013
Advanced Professional Internet Marketing Certificate
The University of Texas at Dallas 2007 — 2011
Master of Science, Innovation and Entrepreneurship
The University of Texas at Dallas 2001 — 2005
Master of Business Administration, General Management
Oklahoma State University 1996 — 1999
BS in Business Admin, Management Information Systems
J.P. Morgan June 2015 - Present
J.P. Morgan July 2013 - June 2015
Citi September 2011 - July 2013
The McGraw-Hill Companies June 2011 - September 2011
Global Consulting Program June 2010 - July 2010
Skills
Microsoft Office, Bloomberg Terminal, Reuters, Microsoft Excel, Financial Analysis, Bloomberg
Education
Ohio University 2007 — 2011
Bachelor of Business Administration, Finance, Marketing
DIRECTV March 2015 - Present
DIRECTV December 2014 - March 2015
DIRECTV November 2013 - December 2014
DIRECTV March 2013 - November 2013
Citi October 2011 - March 2013
Citi February 2011 - October 2011
Citi August 2010 - February 2011
KiOR May 2009 - August 2009
Marathon Petroleum Company May 2008 - August 2008
Skills
Human Resources, Call Centers, Customer Service, Budgets, Employee Benefits, Microsoft Excel, Training, Microsoft Office, Employee Relations, Dispute Resolution, Leadership, Data Entry, Financial Reporting, Sales, Payroll, Invoicing, Coaching, Accounting, Team Building, Leadership Development, Performance Management, Management, Process Improvement, Accounts Payable, Team Management, Accounts Receivable, Analysis, Change Management, Visual Management, Leading Organizational..., Leading Change
Education
Ohio Valley University 2006 — 2010
Bachelor's degree, Human Resources Management, 3.75
Ohio Valley University 2006 — 2010
Bachelor's degree, Management, 3.75 GPA
Franklin County February 2015 - Present
Franklin County May 2013 - January 2015
Citi July 2006 - May 2013
Citi January 2000 - July 2006
Jones Day September 1997 - January 2000
Skills
Portfolio Management, Program Management, Project Management, Product Management, Resource Management, Series 7, Fixed Income, Capital Markets, Hedge Funds, Financial Services, Corporate Finance, Senior Stakeholder..., Building Relationships, Full SDLC, Employee Engagement, Project Delivery, Banking, Process Improvement, Strategy, Leadership, Change Management, Management, SDLC, Strategic Planning, Business Analysis, Risk Management
Education
Ohio University 2003 — 2007
Bachelor of Specialized Studies, Natural and Behavioral Sciences
Ohio University
Citi February 2014 - Present
Royal Bank of Scotland June 2009 - February 2014
Capital One July 2008 - June 2009
State University of New York at Buffalo June 2006 - May 2008
Clean Air Engineering 2004 - 2006
Chevrontexaco June 2003 - February 2004
Skills
Credit Risk, Loss Forecasting, LGD, Risk Modelling, Model Validation, Stress Testing, Mortgage Lending, Home Equity, Forecasting, Data Analysis, Risk Analysis, SAS, SQL, Credit Cards, Retail Banking, Risk Modeling, Credit
Education
State University of New York at Buffalo - School of Management 2006 — 2008
MBA
Ohio University 2001 — 2003
M.S
Sardar Patel College of Engineering, University of Mumbai 1997 — 2001
BE
Citi June 2015 - Present
Citi May 2014 - June 2015
JPMorgan Chase March 2013 - May 2014
JPMorgan Chase November 2012 - March 2013
Applied Industrial Technologies September 2012 - October 2012
Charles E. Harris & Associates March 2012 - July 2012
M3Solutions Technologies Inc. July 2011 - February 2012
Ohio University, Transportation and Parking Service September 2007 - June 2011
Ohio University Transportation Services September 2007 - June 2011
The Met Hotel June 2010 - July 2010
Skills
Management, Time Management, Strategy, Team Building, Strategic Planning, Sales, Microsoft Excel, Business Strategy, Research, Invoicing, Managerial Finance, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Leadership, Auditing, Human Resources, Data Analysis, Outlook
Education
College of Business Ohio University 2007 — 2011
Accounting, MIS, Accounting; Management Information Systems
Ohio University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Management Information Systems
Transamerica January 2014 - Present
Rock Lending LLC August 2005 - January 2014
AIG July 2011 - December 2013
Tim Allen Agency August 2005 - July 2011
Sutton Bank October 2005 - March 2008
Washington Mutual June 2002 - June 2004
Citi January 1999 - September 2003
Skills
Sales Management, Insurance, Financial Planning, Team Building, New Business Development, Strategic Planning, Strategic Financial..., Account Management, Selling, Time Management, Leadership, Start-ups, Entrepreneurship, Finance, Real Estate, Mortgage Lending, Executive Management, Business Development, Financial Services, Risk Management, Contract Negotiation, Small Business, Sales, Advertising, Business Planning, Customer Service, Investments, Marketing, Negotiation, Life Insurance, IRAs, Term Life Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Financial Analysis, Lead Generation, Direct Sales, Banking, Universal Life, Commercial Insurance, Property & Casualty..., Financial Planners, Whole Life, Health Insurance, Retirement Planning, Long Term Care Insurance, Underwriting, Employee Benefits, Retirement
Education
Canterbury University 2005 — 2007
Masters, Finance
Canterbury University 2002 — 2004
BA, Finance
Ohio Dominican University 2000 — 2003
BS, Business
Gahanna Lincoln
Office of the Comptroller of the Currency February 2015 - Present
The Home Savings & Loan Company of Youngstown, OH November 2014 - February 2015
The Home Savings & Loan Company of Youngstown, OH May 2013 - November 2014
First Place Bank July 2012 - May 2013
Huntington National Bank 2010 - 2012
Citi September 1990 - October 2007
Skills
Small Business Lending, Loans, Commercial Lending, Lines Of Credit, Banking, Credit, Credit Analysis, Retail Banking, Mortgage Lending, Cross Selling, Credit Risk, Financial Risk, Loan Origination, Bank Secrecy Act, AML, Anti Money Laundering
Education
Youngstown State University 2009 — 2012
Bachelor's degree, Accounting
Ohio University 1986 — 1988
Security Service Federal Credit Union March 2015 - Present
Citi February 2014 - May 2014
Kohl's Department Stores April 2011 - December 2013
Lowe's March 2007 - April 2011
Education
University of Central Oklahoma 2011 — 2013
Bachelor of Science (BS), General Studies
Oklahoma City Community College 2009 — 2011
Associate of Science (A.S.), General Studies
Angelo Gordon & Co. July 2004 - Present
Citi 1992 - 2004
Skills
Loans, Fixed Income, Middle Office, Hedge Funds, Structured Products, Capital Markets, Bonds, Equities, Time Management, Syndications, Alternative Investments, Public Speaking, Structured Finance, Bloomberg, Asset Management, Cash Flow Management, Music Education, Team Leadership
Education
University of Central Arkansas 1984 — 1987
MME, Music
Oklahoma Baptist University 1980 — 1984
BME, Voice and Opera
Citi July 2011 - Present
IBM January 2014 - August 2014
Citi December 2010 - December 2013
Technisource June 2008 - December 2010
Valero Energy Corporation February 2007 - April 2008
Metzeler Automotive Profile Systems May 2003 - June 2006
Metzeler Automotive Profile Systems October 1998 - May 2003
Schlegel / BTR May 1987 - October 1998
Skills
Process Improvement, Training, Management, Program Management, Project Management, Vendor Management, Training Delivery, Curriculum Design, Instructional Design, ADDIE, Instructor-led Training, E-Learning, Customer Satisfaction, Quality Assurance, Statistics, Data Analysis, APQP, PowerPoint, Technical Writing, Microsoft Office, Microsoft Excel, Teaching, Public Speaking, Strategic Planning, Budgets, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Negotiation, Editing, Coaching, Troubleshooting, Six Sigma, Change Management, PPAP, Call Centers, Lean Manufacturing, Employee Training, Learning Management, Root Cause Analysis, Performance Consulting, Kaizen, Quality Management, Social Media
Education
Oklahoma Christian University 1982 — 1983
University of Oklahoma 1980 — 1981
Business Administration and Management, General
Citi December 2010 - Present
HomeWise Insurance Group June 2008 - June 2009
MetLife June 2006 - June 2008
Citi Fund Services May 2004 - June 2006
Skills
Forecasting, Strategic Financial..., Analysis, Portfolio Management, Financial Risk, Fixed Income, Budgets, Analytics, GAAP, Business Planning, Variance Analysis, Securities, Training, Fund Accounting, Financial Statements, Risk Management, Pricing, Equities, Finance, Financial Services, Leadership, Management, Project Management, Business Process..., Corporate Finance, Software Documentation
Education
Ohio Wesleyan University 2000 — 2004
Bachelor of Arts (B.A.), Economics/Finance
WinMax Systems October 2014 - Present
WinMax Systems September 2014 - October 2014
Citi September 2013 - September 2014
Cinemark April 2012 - September 2013
Skills
Microsoft Suites, Kronos Timekeeping, Teaching, Petty Cash, Customer Service, Teamwork, Communication, Management, Interpersonal Skills, Access, Microsoft Office, Event Planning, Microsoft Excel, PowerPoint
Education
San Jose State University 2013 — 2015
Bachelor of Arts (BA), Communication, 3.711
Ohlone College 2009 — 2012
Associate of Arts (A.A.), Human Development Studies
Ohlone College 2009 — 2012
Associate of Arts (A.A.), Social Sciences
Ohlone College 2009 — 2012
Associate of Arts (AA), Psychology
Delta Tau Delta Fraternity December 2014 - Present
AKD Investment Management Limited June 2015 - July 2015
Investment Club August 2014 - January 2015
NIB Bank July 2014 - August 2014
Citi June 2013 - July 2013
Skills
Microsoft Office, Portfolio Management, Research, Economics, Investments, Financial Analysis, Microsoft Excel, Equity Research, Equity Valuation
Education
Ohio Wesleyan University 2012 — 2016
Bachelor of Arts (BA), Accounting and Finance
TD October 2014 - Present
barclaycard December 2013 - July 2014
Vizant Technologies January 2013 - December 2013
Citi September 2012 - January 2013
GardaWorld. June 2011 - September 2012
Regent Univeristy October 2008 - June 2011
Electronic Payment Exchange - EPX December 2002 - September 2008
ETI (Computer and Environmental Training), May 1996 - October 2002
Charles Sommers / Bissett (Manitoba) 1991 - 1993
Skills
Strategic Planning, Team Building, Leadership Development, Decision Support, Sales Training, Forecasting, Economics, Credit Card Transaction..., Enterprise Systems, Managing Complex Sales, Trend Analysis, Future Trends, Project Management, Optimization Strategies, Systems Thinking, Logistics, Business Analysis, Start-ups, Prototype, Systems Modeling, Environmental Scanning, Change Management, Full SDLC, JAD, RUP Methodologies, joint requirement..., Vensim, Salesforce.com, Zoho, Business Impact Analysis, Threat Modeling, Siebel, SugarCRM, Business Process, Integration, Team Leadership, Key Client Relationships, Debit Cards, Mobile Payments, Renewal Retention, Executive Management, Client Development, Competitive Analysis, Credit Card Analytics, Analysis, Key Account Management, Revenue Forecasting, Payment Systems, Payment Card Processing, Management
Education
Regent University 2010 — 2014
Masters in Strategic Foresight (Management), Process Management/Decision Support
Oklahoma State University 1992 — 1996
Business, Economics Forecasting Emphasis
Lancaster Pollard March 2015 - Present
Citi July 2008 - March 2015
Education
Ohio Wesleyan University 2004 — 2008
Citi May 2011 - Present
Verizon Business October 2010 - March 2011
AK Steel December 2009 - October 2010
ITT Technical Institute August 2009 - November 2009
VerizonBusiness Inc April 1997 - December 2008
Ohio University January 2002 - December 2002
New World Data Systems, Inc March 1996 - April 1997
Ohio University March 1993 - March 1996
United States Air Force October 1986 - September 1990
Skills
Databases, Operating Systems, Troubleshooting, DB2, Websphere, Web Services, Networking, Security, Integration, SOA, SDLC, Requirements Analysis, Unix
Education
Ohio University 1992 — 1996
Bachelor degree, Computer Science, 3.65
Citi June 2015 - Present
Direct General Insurance August 2013 - June 2015
New York Life Insurance Company July 2011 - August 2013
T-Mobile August 2005 - July 2011
Bisk Education May 2003 - August 2005
Congregation Beth Am 1999 - 2003
Skills
Employee Relations, Performance Management, Benefits Administration, Leave Administration, Talent Acquisition, Onboarding, Recruiting, Human Resources, FMLA, New Hire Orientations, Training, Employment Law, Temporary Placement, Conflict Resolution, Career Development, Interviews, Policy, Leadership, Succession Planning, Coaching, Workforce Planning, Employee Benefits
Education
University of South Florida 1999 — 2003
BS, Business Management
Oklahoma State University 1997 — 1999
Business
The Delaware County Bank and Trust Co May 2010 - Present
Citi November 2004 - April 2010
Skills
Operations Management, Retail Banking, Consumer Lending, Mortgage Lending, Underwriting, Home Equity Lines of..., Home Equity Loans, Small Business Loans, Notary Public, NMLS Licensed, Loans, Wealth Management, Banking, Sales, Small Business Lending, Finance, Lines Of Credit, Branch Banking, Credit, Branch Management, Loan Origination, Cross Selling, Small Business
Education
University of Wisconsin-Madison 2015 — 2017
Graduate School of Banking
Ohio Dominican University 2014 — 2017
Master of Business Administration (M.B.A.), Anticipated Date of Graduation - May 2017
Wheeling Jesuit University 1998 — 2000
Bachelor of Science, Management
Guggenheim Investments July 2015 - Present
Guggenheim Partners July 2012 - June 2015
Citi April 2011 - June 2012
Citi June 2008 - March 2011
Skills
Series 7, Series 66
Education
Ohio University
Bachelor's degree, Finance
St. Ignatius Cleveland Ohio
Bank of America February 2014 - August 2015
Citi November 2012 - February 2014
Skills
Sales, Marketing, Outlook, Research, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Inventory Management, Retail, Advertising, Social Networking, Public Relations, Home Equity Lines of..., First Time Home Buyers, Mortgage Lending, Mortgage Banking, New Home Sales, Real Estate Transactions, Real Estate Financing, Loans, Banking, Finance, Refinance, Credit, Public Speaking
Education
University of California, Riverside 2010 — 2012
Bachelors of Science, Business Economics; Administrative Studies
Ohlone College 2007 — 2010
Associates Degree, Business Administration
Citi 2012 - Present
Citi June 2001 - January 2012
Decision Consultants April 1999 - April 2001
Nortel Networks December 2000 - March 2001
IBM April 1999 - November 2000
MCI June 1997 - December 1998
Skills
Solaris, AIX, Unix, Red Hat Linux, Veritas, Shell Scripting, Sun, System Administration, SAN, DNS, Virtualization, Disaster Recovery, VIOS, PowerVM, HACMP, GPFS, Security, Hardware, Unix Shell Scripting, IBM AIX, Servers, Infrastructure
Education
Ohio University 1993 — 1997
Citi March 2013 - Present
Capital One April 2012 - March 2013
HSBC Card Services March 2011 - April 2012
HSBC Card Services 2008 - 2011
HSBC 2005 - 2008
JPMorgan Chase February 2004 - February 2005
JPMorgan Chase January 2003 - February 2004
Skills
Email Marketing, E-commerce, Digital Marketing, Product Management, Marketing, Marketing Management, Analytics, Credit Cards, Online Marketing, Content Management, Project Management, Segmentation, Usability, Creative Direction, Financial Services, Business Analysis, Customer Acquisition, Vendor Management
Education
Ohio University 1998 — 2002
Bachelor of Business Administration, Management Information Systems, Finance
Hewlett-Packard September 2014 - Present
Citibank 1989 - August 2014
Citi 1996 - August 1998
Citigroup November 1989 - August 1996
Skills
WAN, Risk Management, Troubleshooting, Routing, Juniper, VoIP, Cisco Technologies, VPN, SDLC, OSPF, LAN-WAN, Vendor Management, IT Strategy, Avaya, Data Center, IT Management, Ethernet
Education
Oklahoma State University 1985 — 1989
Bishop Kelley High School 1981 — 1985
Wallington Asset Management August 2013 - Present
Charles Schwab September 2009 - July 2013
Citi September 2006 - September 2009
Citigroup May 2005 - September 2006
Citigroup June 2004 - May 2005
Bank One/JP Morgan Chase January 2001 - January 2004
Skills
Banking, Finance, Management, Portfolio Management, Financial Services, Mutual Funds, CRM, Financial Analysis
Education
OHIO UNIVERSITY 1998 — 2001
Bachelor of Arts, Economics
Ohio University 1998 — 2001
Bachelor's degree, Economics
Ultimus Fund Solutions, LLC July 2014 - Present
Citi Fund Services (formerly BISYS Fund Services) 2005 - April 2014
Citi March 1993 - April 2014
BISYS 1994 - 2008
BISYS Fund Services 1993 - 2007
Bisys Fund Services/ The Winsbury Group 1994 - 2006
The BISYS Group Inc. 1996 - 2005
Skills
Financial Services, Relationship Management, Mutual Funds, Hedge Funds, Investments, Executive Management, Alternative Investments, Banking, Asset Managment, Fixed Income
Education
Ohio University 1988 — 1991
Bachelor of Business Administration (BBA), Finance
Fisher Catholic 1984 — 1988
Citi April 2009 - Present
Citi January 2005 - April 2009
Siemens January 2002 - December 2004
GE Capital IT Solutions January 2000 - April 2002
Cincom Systems 1996 - 1997
Apple 1988 - 1993
Skills
Data Center, ITIL, IT Service Management, IT Strategy, Outsourcing, Telecommunications, Six Sigma, Business Process, Leadership, Coaching, Infrastructure, Vendor Management, Networking, Banking, SDLC, Business Analysis, Integration, IT Operations, Cloud Computing, IT Outsourcing, Team Leadership, Enterprise Architecture, IT Management, Analytics, Management, Governance, PMO, Project Portfolio..., Business Process...
Education
University of Cincinnati 1985 — 1987
Ohio University 1981 — 1985
Hussmann September 2015 - Present
Hussmann June 2013 - September 2015
Hussmann November 2011 - June 2013
Ingersoll rand July 2010 - November 2011
Ingersoll Rand January 2010 - July 2010
Ingersoll Rand June 2008 - January 2010
Citi June 2007 - August 2007
Bourgogne Escargot June 2006 - June 2006
Skills
Excel, Access, Oracle, Oracle Discoverer, Financial Modeling, Forecasting, A3, Lean Manufacturing, Visual Factory, Inventory Management, Inventory Control, Discrete Manufacturing, Microsoft Excel, Cost Accounting, Factory, Financial Reporting, Financial Analysis, Finance, Six Sigma, Cross-functional Team..., Budgets, Process Improvement, Mergers & Acquisitions, ERP, Management, Manufacturing, SAP, Continuous Improvement, MRP, Business Process..., Supply Chain, Value Stream Mapping, Materials Management, Operational Excellence, Supply Chain Management, Warehousing, Kaizen, Purchasing
Education
Ohio University 2004 — 2008
B.B.A, Finance/Business Pre Law
Citi Private Bank September 2012 - Present
Citibank, N.A. August 2005 - September 2012
Citi 2005 - 2007
Skills
Portfolio Management, Loans, Loan Origination, Financial Modeling, Small Business Lending, Investments, Insurance, Commercial Lending, Strategic Financial..., Management, Commercial Banking, Risk Management, Analysis, Credit Analysis, Banking, Credit Risk, Finance, Credit, Mortgage Lending, Wealth Management, Capital Markets, Financial Services, Treasury Management
Education
U.C. Berkeley 2000 — 2002
Bachelor's degree, Interdisciplinary Studies and Business Administration
Ohlone College 1998 — 2000
Associate of Arts (AA)
FG Boys Public
FG Boys Public
Citi Fund Accountant 2CitiOctober 2005 - August 2008
Education
Ohio University 1998 — 2003
OPERS November 2011 - Present
Citi October 2010 - November 2011
J.P. Morgan July 2009 - October 2010
Spectrum Global Fund Administration April 2007 - March 2009
Bisys Fund Services July 2004 - April 2007
Skills
Hedge Funds
Education
Ohio University 2009 — 2010
MFE, Masters of Financial Economics
The Ohio State University Fisher College of Business 1999 — 2004
Business Administration, Finance, Economics
Citi February 2011 - Present
Credit Suisse January 2007 - January 2011
Credit Suisse August 2006 - January 2007
Credit Suisse July 2004 - July 2006
WorldNow 2001 - 2004
Skills
Business Analysis, Product Management, Project Management, SDLC, Software Project..., Credit, Visio, Requirements Analysis, Agile Methodologies, Vendor Management, Analytics, Microsoft SQL Server, SQL, XML, Requirements Gathering, Information Architecture, IT Strategy, User Experience, Analysis, User Interface Design, Databases, Data Modeling, SharePoint, Scrum, E-commerce, Enterprise Architecture
Education
Ohio University
BS, Advertising Management
J.P. Morgan January 2015 - Present
J.P. Morgan June 2013 - January 2015
JPMorgan Chase June 2011 - June 2013
Citi August 2009 - June 2011
Citi June 2007 - August 2009
Columbus Blue Jackets June 2006 - January 2007
Education
Ohio University 2003 — 2007
Citi January 2015 - Present
Oklahoma State University January 2007 - December 2014
HGST, a Western Digital company February 2005 - August 2005
LG Electronics September 2004 - January 2005
Skills
Matlab, SAS Certified Base..., SAS E-Miner, Statistical Modeling, Time Series Analysis, Econometrics, Data Mining, Quantitative Analytics, Statistics, Minitab, Machine Learning, SPSS, R, Simulations
Education
Oklahoma State University 2010 — 2014
Doctor of Philosophy (Ph.D.), Industrial Engineering and Management
Oklahoma State University 2009 — 2010
Master of Science (M.S.), Agricultural Economics
Oklahoma State University 2007 — 2009
Master of Science (M.S.), Industrial Engineering and Management
Mahidol University (Thailand) 1999 — 2003
Bachelor of Engineering (B.Eng.), Electrical Engineering
American Express October 2014 - Present
HealtheSystems January 2014 - October 2014
Healthesystems May 2013 - January 2014
Citi January 2012 - May 2013
Citi 2007 - 2011
Citigroup 2005 - November 2007
Skills
Business Analysis, Visio, Requirements Analysis, Vendor Management, Business Intelligence, Business Process..., Process Improvement, Project Management, Risk Management, PMP, Program Management, SQL, SharePoint, IT Strategy, PMO, Business Requirements, Integration, Resource Management, SDLC, Data Warehouse..., Product Development, Team Leadership
Education
Oklahoma Christian University 1997 — 2000
Information Systems
Colegio Las Fuentes
MarketSource Inc. January 2012 - Present
Take Charge Financial Advisors, LLC August 2008 - January 2012
Citi November 1988 - December 2008
Skills
Credit, Negotiation, Sales, Credit Risk, Credit Cards, Banking, Training, Business Analysis, Team Building, New Business Development, Contract Negotiation, Lead Generation, Key Account Management, Leadership, Sales Management, Public Speaking, Customer Service
Education
Ohio University 1980 — 1984
BBA
Flagstar Bank September 2014 - Present
Citi April 2013 - September 2014
Citi October 2011 - April 2013
JPMorgan Chase May 2011 - October 2011
JPMorgan Chase February 2011 - May 2011
JPMorgan Chase January 2010 - January 2011
Title Source November 2009 - January 2010
Skills
Mortgage Lending, Operations Management, Microsoft Excel, Microsoft Office, MIS, Ad Hoc Reporting, Supervisory Experience, Mortgage Servicing, Loan Modifications, Management, Project Management, Customer Service, Customer Satisfaction, Relationship Management, Communication Skills
Education
Ohio University 2010 — 2012
Master of Business Administration (MBA)
Western Michigan University - Haworth College of Business 2003 — 2008
Bachelor of Business Administration (BBA), Finance
Cardinal Health April 2015 - Present
Cardinal Health November 2014 - April 2015
Citi July 2011 - November 2014
Merrill Lynch June 2010 - August 2010
Skills
Finance, Mutual Funds, Accounting, Management, Microsoft Excel, Microsoft Office, SunGard, Leadership, Microsoft Word, Commodity Markets, Emerging Markets, Derivatives, Strategic Planning, Salesforce.com, PowerPoint, Teamwork
Education
Ohio University 2008 — 2011
Bachelor's Degree, Finance, General
PointState Capital May 2015 - Present
Bank of America Merrill Lynch 2012 - May 2015
Naandi Foundation 2009 - 2010
Citi 2005 - 2009
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance, Strategic Management
Ohio Wesleyan University 2001 — 2005
Bachelor of Arts, Economics
Citi 2012 - Present
Citigroup February 1995 - August 2012
NYS Urban Development Corporation March 1993 - February 1995
Skills
Financial Risk, Underwriting, Credit Risk, Banking, Portfolio Management, Credit, Credit Analysis, Risk Management, Loans, Commercial Banking, Capital Markets, Fixed Income, Credit Cards, Retail Banking, Derivatives, Financial Services, Commercial Lending, Financial Analysis, Financial Modeling, Relationship Management
Education
Ohio University 1974 — 1978
BA, English
Citi September 2014 - Present
Citibank January 2011 - September 2014
SolomonEdwardsGroup April 2010 - August 2010
Custom Floor Service, Inc. March 2010 - May 2010
Southwest Securities, FSB April 2008 - May 2009
State Bank & Trust Company September 1999 - April 2008
Bank of America September 1996 - September 1999
Skills
Credit Risk, Financial Risk, Portfolio Management, Valuation, Auditing, Commercial Banking, Banking, Credit, Credit Analysis, Lines Of Credit, Commercial Real Estate, Customer Retention, Loan Servicing, Policy, Risk Management, New Business Development, Personnel Management, FHA, Commercial Lending, Finance, Private Banking, Leadership, Loans, Sales, Due Diligence, Branch Banking, Small Business Lending, Loss Mitigation, Economics, Investments, Relationship Management, Corporate Finance, Real Estate, Customer Satisfaction, Analysis, Consumer Lending, Treasury Management, Mortgage Banking, Asset Based Lending, Retail Banking, Foreclosures, Business Development, Underwriting, Mortgage Lending, Commercial Mortgages, Financial Services, Cash Management, Residential Mortgages, Loan Origination, Management
Education
Oklahoma Baptist University 1976 — 1980
Bachelor of Arts, Business Administration
Berry Plastics January 2011 - Present
Citi May 2001 - October 2009
Skills
Financial Reporting, Financial Analysis, Accounting, Account Reconciliation, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Variance Analysis, Forecasting, Process Improvement, Managerial Finance, Budgets, Microsoft Excel, Microsoft Office, Employee Benefits, General Ledger, Team Building, Asset Management, Fixed Assets, Accounts Payable, Project Management, Accounts Receivable, Management, Banking, Finance
Education
Oklahoma City University 1982 — 1986
B.B.S., Accounting
Nationwide Insurance March 2012 - Present
Nationwide Insurance October 2008 - February 2012
Citi December 2005 - October 2008
National City Bank 2004 - 2005
Skills
Financial Analysis, Finance, Financial Reporting, Insurance, Mutual Funds
Education
Ohio University 2007 — 2008
MFE, Financial Economics
Citi October 2012 - Present
Citigroup June 2010 - September 2012
Citigroup September 2007 - June 2010
Skills
Hedge Funds, Private Equity, Alternative Investments, Fund Of Funds, Relationship Management
Education
Ohio University 1998 — 2002
Bachelor's Degree, Finance, Business Pre-Law, Real Estate
Windes January 2015 - Present
Ary Roepcke Mulchaey, P.C. August 2013 - December 2014
Citi October 2011 - August 2013
Education
Ohio University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
AIS Data Services July 2011 - Present
Citi February 2009 - April 2011
Allmand and Lee October 2008 - January 2009
Kelly Hart & Hallman LLP October 2001 - October 2006
Courtroom Sciences, Inc. May 1999 - July 2001
Jones Day April 1996 - April 1999
Skills
Legal Documents, Litigation, Bankruptcy, Legal Research, Litigation Support, Civil Litigation, Outlook, Loss Mitigation, Data Entry, Spreadsheets, Document Review, Westlaw, Microsoft Excel, Lexis, Microsoft Word, Pleadings, Wordperfect, Courts, Legal Writing
Education
Arlington Court Reporting 1991 — 1993
Paralegal
Oklahoma Christian University
Citi October 2007 - Present
National Hockey League May 1999 - November 2004
Tampa Bay Lightning November 1997 - May 1999
Georgia Dome June 1992 - January 1997
North Carolina State University June 1989 - June 1991
Skills
Ticket Sales, Sports Marketing, Sports Management, Sponsorship, Sports, Sales, Social Media, Marketing Strategy, New Business Development, Event Management, Archtics, Social Media Marketing, Marketing, Event Planning, Sales Management
Education
Ohio University 1988 — 1990
MSA, Masters - Sports Administration/Facility Management
University of Maryland College Park 1983 — 1987
BS, Marketing
Cincinnati Children's Hospital Medical Center March 2015 - Present
Pediatricians of Hyde Park February 2014 - Present
Cincinnati Children's Hospital Medical Center November 2012 - Present
Cincinnati Childrens Hospital Medical Center August 2009 - November 2012
TriHealth July 2008 - April 2010
Citi February 1995 - June 2007
Skills
Healthcare, Hospitals, Clinical Research, Customer Service, Microsoft Office, HIPAA, Nursing, Process Improvement, Epic Systems, Patient Safety, Inpatient, Patient Education, Case Managment, Case Management, EMR
Education
Ohio University 2012 — 2014
BS, Registered Nursing/Registered Nurse, 4.0
The Christ College of Nursing and Health Sciences 2010 — 2012
Associate of Science (AS), Registered Nursing/Registered Nurse, 3.25
Citi January 2008 - Present
CitiStreet October 2007 - January 2008
CitiStreet December 2005 - October 2007
CitiStreet March 2004 - December 2005
Bank One (Chase) December 2003 - March 2004
American Express (Ameriprise) July 2002 - September 2003
Skills
Series 7, Relationship Management, Financial Services, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Finance, Securities, Banking
Education
Ohio University 2005 — 2006
Master of Arts, Financial Economics
Ohio University 1997 — 2002
B.B.A., Finance
Citi January 2014 - November 2014
MALLENTECH ELECTRONICS Inc. March 2013 - November 2013
SUNSHINE INSURANCE GROUP CORPORATION Ltd. June 2012 - September 2012
China Merchants Bank November 2010 - January 2011
Skills
Financial Analysis, Financial Modeling, Teamwork, Consulting, SAS, SQL, Excel, Business Analysis, R, Financial Ratio Analysis, Financial Operational..., Trend Analysis, Microsoft Excel
Education
COLUMBIA UNIVERSITY, Graduate School of Arts and Sciences 2011 — 2013
Master of Art Degree, Statistics
Ohio University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Balboa Capital August 2015 - August 2015
Square March 2015 - April 2015
Citi June 2013 - August 2013
Vista Point Advisors August 2012 - October 2012
Western Peaks Financial Corporation June 2012 - August 2012
Moors & Cabot May 2012 - July 2012
Skills
Financial Analysis, Finance, Portfolio Management
Education
University of California, Berkeley 2012 — 2014
Interdisciplinary Studies, Business Administration, Sociology, Information
Ohlone College
Associate’s Degree
Citi November 2011 - Present
Education
Ohio Wesleyan University 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Citi July 2014 - Present
Skills
Loans, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Loan Origination, Financial Analysis, Underwriting, Finance, Banking, Business Development, Financial Services, Commercial Mortgages, Lines Of Credit, Analysis, SBA, Asset Based Lending, Real Estate, Credit Risk, Credit
Education
Oklahoma City University 2001 — 2003
MBA, Finance
University of Mumbai 1999 — 2001
Master of Commerce, Accounting and Finance
Citi August 2010 - Present
JP Morgan January 2008 - August 2010
Skills
Valuation, Equities, Alternative Investments, Investments, Capital Markets, Hedge Funds, Investment Banking, Fixed Income, Wealth Management, Series 7, Financial Analysis, Banking, Portfolio Management, Asset Managment, Derivatives, Mutual Funds, Due Diligence, Mergers, Financial Modeling, Mergers & Acquisitions, Bloomberg, Asset Allocation, Asset Management
Education
Oklahoma City University 1977 — 1978
Master of Business Administration (MBA), Finance and Economics
University of Oklahoma 1972 — 1977
BBA, Finance, General
Robert Half Management Resources October 2012 - September 2014
Banking or Financial Services Industry January 2012 - September 2012
Citi November 2010 - December 2011
Citi 2005 - 2011
Citi 2003 - 2005
Citi 2002 - 2003
Citi 1999 - 2001
Skills
Business Analysis, Process Improvement, Banking, Project Management, Financial Analysis, User Acceptance Testing, Customer Service, Training, Staff Supervision, Manage Risk and Controls, Creative Problem Solving, Process Migration, System Migration, Training Skills, Payment Processing, Performance Appraisal, Sanction, Account Reconciliation, Payment Card Processing, Develop and Improve..., Project Implementation, Outstanding Customer..., Investigations, Reconciliations, Sanctions, Productivity Improvement, Risk Management, Analysis, Change Management, Payments, Financial Services, Visio, Microsoft Office
Education
Ohio Wesleyan University
Bachelor's degree
Citi 2005 - Present
BISYS Fund Services 2003 - 2005
BISYS Fund Services 1999 - 2003
Skills
Communication Skills, Presentations, Problem Solving, Product Management, Training, Relationship Management, Management, Mutual Funds, Analysis, Leadership, Banking, Business Analysis, Call Centers, Asset Management, Financial Services, Leadership Technique, Recruiting, Risk Management, Toastmasters, Vendor Management
Education
Ohio University 1987 — 1991
Bachelor's degree, Communication
Citi June 2012 - Present
Citi August 2011 - June 2012
Citi April 2010 - August 2011
Citi May 2008 - April 2010
Citi October 2007 - May 2008
Citi October 2005 - October 2007
Dillards dept store October 2004 - October 2005
Mazzio’s Pizza August 2001 - July 2004
Skills
Credit Cards, Mortgage Servicing, Collections, Portfolio Management, Credit, Loans, Banking
Education
Oklahoma Panhandle State University 1998 — 2004
Bachelor's Degree, History
Citi January 2014 - Present
Bank of America November 2012 - November 2013
Bank of America October 1999 - November 2012
mbna October 1999 - January 2006
Skills
Collections, Loan processing, Underwriting, Skiptracing, Fraud Detection, Microsoft Excel, PowerPoint, SharePoint, Appraisals, AS400 system, Employment Verifications, Loans, Loss Mitigation, Negotiation, Mortgage Servicing, Credit, Credit Analysis, Credit Cards, Mortgage Underwriting, Loan Servicing, Mortgage Banking, Loan Origination, Residential Mortgages, Consumer Lending, Mortgage Lending, Refinance, Commercial Lending, Banking, FHA, Finance, Lines Of Credit, Financial Risk, Cross Selling, Payments, Private Banking, Operational Risk, Settlement, Financial Institutions, Relationship Management, Funding
Education
Ohio Wesleyan University 1992 — 1996
Bachelor of Arts (BA), Economics
Citi May 2014 - Present
Banana Republic April 2012 - Present
Subway January 2010 - March 2012
Education
Ohlone College
JPMorgan Chase September 2014 - Present
JPMorgan Chase & Co. September 2012 - September 2014
JPMorgan Chase & Co. January 2010 - September 2012
JPMorgan Chase & Co. May 2008 - January 2010
JPMorgan Chase & Co. June 2006 - May 2008
JPMorgan Chase & Co. December 2003 - June 2006
JPMorgan Chase & Co. January 2003 - December 2003
Citi 2002 - 2003
Hewitt Associates June 2000 - May 2002
Education
Ohio University 1996 — 2000
BBA, Accounting, magna cum laude
Ameritas February 2015 - April 2015
Vantiv February 2014 - August 2014
Garretson Resolution Group June 2013 - December 2013
U.S. Bank November 2010 - April 2013
LexisNexis UK February 2010 - November 2010
Citi August 2007 - May 2009
Siemens October 2005 - August 2007
TriHealth January 2004 - May 2004
Skills
Agile Methodologies, Project Management, User Acceptance Testing, Business Requirements, Scrum, Databases, Management, CRM, SharePoint, Technical Recruiting, Vendor Management, Business Analysis, SDLC, Consulting, Oracle
Education
Ohio Northern University
Bachekors, Computer Science
AC Lens December 2013 - Present
Citi September 2012 - November 2013
JPMorgan Chase & Co. March 2012 - August 2012
Portfolio Accountant August 2007 - March 2012
Education
Ohio University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
The Ohio State University 2003 — 2007
Bachelor's Degree, Economics